Latin American Burkenroad (BRLA)
Faculty Seminar

September 30 – October 4, 2002

Monday, September 30: (Topics primarily relevant for new Burkenroad faculty)

Time	Topic
9:00 – 9:15	Introduction and goals for the week	Pamela Shaw
9:15 - 9:45	Promotional materials: video, websites and brochure
9:45 – 10:30	Historical background of U.S. and Latin American programs

10.30 - 10:45 Break

10:45 – 12:30

Sections included in the Burkenroad equity and project evaluation reports

Pamela Shaw

12.30 Lunch

1:45 – 3:15

Detailed review of equity research report & process

Pamela Shaw Joao Leite

3:15 Break

3:30 - 5:00

Equity research report continued

Tuesday, October 1: (Topics primarily relevant for new Burkenroad faculty)

Time	Topic
9:00 – 10:30	Overview of forecasting Historical financials and ratio analysis Questionnaire for management Operating, investing and financing sections of the financials	Pamela Shaw

10.30 - 10:45 Break

10:45 – 12:30

Forecasting the operating sections of the financials

Pamela Shaw Maria Lorena Gutierrez Daniel Moska Eduardo Pablo Miguel Moreno Ma del Alto

12.30 Lunch

1:45 – 3:15

Forecasting the operating sections of the financials continued Forecasting the investing and financing sections of the financials

Pamela Shaw Maria Lorena Gutierrez Daniel Moska Eduardo Pablo Miguel Moreno Ma del Alto

3:30 Break

3:30 - 5:00

Forecasting continued Software choices: Excel, Business Plan Pro, Crystal Ball, United Nations software

Pamela Shaw Maria Lorena Gutierrez Daniel Moska Eduardo Pablo Sergio Gutierrez

Wednesday, October 2: (Topics relevant for new and continuing Burkenroad faculty)

Time	Topic
9:00 – 10:30	Investment recommendations and valuation for Equity Research Reports	Maria Lorena Gutierrez Eduardo Pablo

10.30 - 10:45 Break

10:45 – 12:30

Investment recommendations and valuation for Equity Research Reports continued

Maria Lorena Gutierrez Eduardo Pablo

12.30 Lunch

1:45 – 3:15

Analyst recommendations for project evaluation reports and other project evaluation topics

Daniel Moska Sergio Gutierrez Mario Rocha

3:30 Break

3:30 - 5:00

Summary and review of ITESM 2002 equity and project evaluation reports

Daniel Moska Miguel Moreno Ma del Alto

Thursday, September 13: (Topics relevant for new and continuing Burkenroad faculty)

Time	Topic
9:00 – 10:30	Summary and review of Univ. de los Andes 2002 project evaluation reports	Maria Lorena Gutierrez

10.30 - 10:45 Break

10:45 – 12:30

Summary and review of IESA 2002 equity and project evaluation reports

Eduardo Pablo

12.30 Lunch

1:45 – 3:15

Discussion Period Implementation issues and conclusions

John Trapani Daniel Moska Pamela Shaw