| Time |
Activity |
| 08:30 - 09:00 |
Registration & Welcome Coffee |
| 09:00 - 09:15 |
Opening (FDC's Dean) |
| 09:15 - 10:00 |
STEP Project Overview – Pramodita Sharma, Global Director of STEP project
A brief history of the STEP project, it's current activities and members plus plans for the future
|
| 10:00 - 11:00 |
Family Presentations – Sebastian Garcia-Dastugue, STEP researcher, UDESA, Chile
All attending families will be presented by their research representative and asked to briefly introduce their family and company to everyone in attendance
|
| 11:00 - 11:20 |
Coffee break |
| 11:20 - 11:30 |
Explanation to Plenary Sessions – Maria Ignacia Jimenez Velasco, STEP Researcher, UAI Chile |
| 11:30 - 11:40 |
Transition Challenges – María Francisca Fonseca, STEP Researcher ITESM, MEXICO
The families will be provided with an overview of the most common challenges faced by family owned companies during periods of transition from one generation to the next
|
| 11:40 - 12:30 |
Groups (4) Sessions Transition ¿Cómo vive su ecosistema familiar empresarial la transición? Family managers, non-executive Family members, founder, Next Generation – Juan Rivera, STEP Researcher, IAUPR Bayamon, Puerto Rico, Thomas Gura, STEP Researcher, USFQ, Ecuador, Gustavo Alfonso Gonzalez Couture, STEP Researcher, Uniandes, Colombia, and Iluminada Severino STEP Researcher, Republica Dominicana |
| 12:30 - 13:30 |
Report back - María Francisca Fonseca |
| 13:30 - 14:30 |
Lunch time |
| 14:30 - 15:30 |
Ecuador Family Testimony - Thomas Gura |
| 15.30- 16:00 |
Coffee Break |
| 16:00 - 17:30 |
International Statement: Cordorniu Family (Annual Meeting of PDA Families) The Codorníu family's wine business goes back to the middle of the 16th century, being founded in 1551, They will provide the attendees with an overview of their family company and discuss the combination of family and business over the 18 different generations that have cared for this company. |
| 17:30 - 18:00 |
Wrap up Maria - Maria Teresa Roscoe, STEP Reseacher, FDC, Brazil |
| 20:00 |
Dinner (Families and Academics) |
| Time |
Activity |
| 09:00 - 10:00 |
Family Business Entreprenuership Pramodita Sharma |
| 10:00 - 11:00 |
How do you create the opportunity for the Next Generation to become an Entreprenuer? (groups) – Aramis Rodriguez or Patrícia Monteferrante, IESA, Venezuela, Sebastian Garcia-Dastugue, and Iluminada Severino |
| 11:00 - 12:00 |
Report back - Sebastian Garcia-Dastugue |
| 12:00 - 13:00 |
Family Case Interview - Juan Rivera |
| 13:00 - 14:00 |
Lunch |
| 14:00 - 14:40 |
Session "Questions I never dared to ask" - Iluminada Severino (founders) and María Francisca Fonseca (Next Generation) These session will divide the family groups into older and younger generations and ask for each group to develop questions for the family and business based on their generations perspective and then compare the question sets with each group afterwards |
| 14:40- 15:20 |
Sharing the questions created by each generational group – Maria Teresa Roscoe (founders) and María Francisca Fonseca (Next Generation) |
| 15:20 - 16:20 |
Family Action Planning (every one) Researchers will sit with each family and ask them to reflect on the events and information contain in the past two days of the summit in order to create a series of activities and goals that they can execute in the future. |
| 16:20 - 16:30 |
Evaluation Survey (every one) The families in attendance will be asked to provide feedback on the summit, presentations and activities. |
| 16:30 - 17:00 |
Summit Wrap up – Maria Teresa Roscoe |
| 17:00 |
END |