A gestão das instituições financeiras de médio e pequeno porte com controle familiar

• Ano de defesa: 2016
• Autor(a) principal: Uehara, Auro Seigui
• Orientador(a): Mendonça Neto, Octavio Ribeiro de
• Banca de defesa: Oyadomari, José Carlos Tiomatsu, Vieira, Almir Martins
• Tipo de documento: Dissertação
• Tipo de acesso: Acesso aberto
• Idioma: por
• Instituição de defesa: Universidade Presbiteriana Mackenzie
• Programa de Pós-Graduação: Controladoria Empresarial
• Departamento: Centro de Ciências Sociais e Aplicadas (CCSA)
• País: Brasil
• Palavras-chave em Português: instituição financeira; controle familiar; gestão; profissionalização
• Área do conhecimento CNPq: CNPQ::CIENCIAS SOCIAIS APLICADAS::ADMINISTRACAO::CIENCIAS CONTABEIS
• Link de acesso: http://dspace.mackenzie.br/handle/10899/26351

The purpose of this study was analyzing the evolution of the management process at medium and small family owned financial institutions, contributing to an understanding of their reality in view of the transformation seen in the managerial process. The methodology applied was descriptive research by means of information gathering during interviews with the managers of the analyzed financial institutions. Data was examined according to the Content Analysis method. Main results suggest that the management process of such institutions has been changing as a result of the competition with domestic and foreign institutions of same size, the growing demands of regulators, as well as the need of constant improvement in corporate governance. For some institutions, there was initial public offering of their shares, forcing them to adapt their structures to the standards of general entities not family owned. At other financial institutions, the professionalization process has been gradual through change in the governance structure and controls. Such process alters the traditional family business management of decisions being centralized with their founders and relatives to decentralization of the management. The conclusion is that the professionalization of management at family-controlled financial institutions is improving managerial processes and bringing benefit to their corporate governance.