Monterrey – On February 23th was held the “Executive Agenda 2012” event. Since 2009, this event has been organized by four highly recognized professional service firms: Amrop, Marchand & Asociados, Santos Elizondo and Sintec. The session was directed to Presidents and Directors of leading companies in their industries, in order to create a dialogue among participants to reach concrete recommendations that senior management should consider due the current environment.

The main topic of this year’s event was about “The Executive as a person, Multidisciplinary perspectives for his o her development”. More than 60 Presidents and Directors of the follwing companies participated at the event: Akra, Banco Base, Blackhawk, Bydsa, Cedim, Cifunsa, Constructora PXN, D&A Morales y Asociados, Desarrolladora URBIX, Dicex, Dinamyc Courtex, Flexograficas, GFM, Graftech, Grupo ABX, Grupo Comercial Merco, Grupo Landus, Grupo Simplex, Instituto de Innovación y Transferencia, John Deere, Kuehne + Nagel, Madisa, Marcatel, Multigama, Operadora de Viviendas, Pinturas Osel, Promotora Elizondo, Quantum Capital, Ragasa, Sherpa, Soporte General, Ucalli, and Xignux.

The forum opened with the participation of José Carrillo, Managing Partner of Amrop, with the theme, “The golden age and beyond…Tips to face the retirement as an executive”. Carrillo spoke about the economic and mental preparation, as need to face the retirement at anytime. For the executive, the anticipation to create a retirement plan and a constant learning process will help to enjoy life from a new perspective. He also emphasized the obligation of the companies to help executives to achieve professional fulfillment, and the ability to know how to face different stages of life by ensuring financial balance, physical, and mental health.

Luis Santos Theriot, Santos Elizondo Partner, introduced the topic, “The Global Executive and the Fiscal Responsibility”. Santos Theriot mentioned that the mobility of executives and the adoption of a dual nationality require a greater fiscal understanding. He explained different scenarios and the tax implications for a Mexican who decides to acquire another nationality. The laws of each country defines residency differently. He also mentioned some important implications for those who take U.S. citizenship, and some aspects of the federal tax on inheritances in the United States.

Oscar Lozano, Managing Partner of Sintec, shared his vision of “The executive as an organizational architect”, and that the success of a business strategy depends on the ability of the organization to understand, execute and evolve the strategy. Besides that, Lozano presented the “Organizational DNA model”, based on Culture & Leadership Skills, Structure and Management, that allows aligning the organization with the business strategy. According to Oscar Lozano, these factors are often neglected by executives and represent a high risk to hinder or limit strategic opportunities. Any change in strategy and processes should include comprehensive changes in the organization; otherwise probably top executives will fail. Specifically, the work culture becomes crucial for value creation, and there are involved many others universal behaviors to take into account, such as collaboration, commitment, honesty, quality and innovation.

Horacio Marchand, closed the event with the presentation, “The ignored process in decision-making”. He emphasized the importance of seeking and taking opportunities that arise in the market”. The fit, timing and compatibility, are essential factors for a company to capture value through their proposals and competitions. He called the companies that reach that objectives to be in a “momentum”, and that it is why they reach to increase profits, to do less promotional effort, less management and selling, because there is a real demand from the customers. The key to lead the organization trough a momentum lies in the ability of the CEO to implement a more open system that allows capturing the market insights. This involves being directly in the market and the street, direct and personal contact with the sales force, and seeking diversity in the company to detect successfully and pursue new opportunities.

To the end of the session, the assistances had a space for discussion and shared their doubts and questions with the speakers. The “Executive Agenda event” proved once again to be one of the key meetings that brings together the most important decision makers of leading companies in Nuevo Leon.