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Invited talks and workshops

2024

Sale vs. Succession

Relationships Matter! Diving into Self-Assessment and Its Impact on Relationships in Your Family

    ▪   On behalf of the Bertarelli Institute for Family Entrepreneurship at Babson College. Online (2024).

2023

2023 Podcast (Family Firm Institute): Differences Among Family Firms - What the Research Shows (external link, opens in new window) .

Succession Planning and Family Businesses: Strategic Renewal in a Rapidly Changing Environment

  • Ontario Road Builders Association (ORBA) Annual Convention & AGM. Toronto, Canada (2023)

2020

COVID-19: Anticipating the New Reality for Family Firms.

  • On behalf of KPMG (with Daniel Trimarchi and Keith Drewery, KPMG). Online webinar (2020).

2019 - 2018

The Values Effect: Leveraging Family Business Values as a Strategic Asset in times of Disruption

  • Family Firm Institute Global Conference (with Peter Englisch, PwC). Miami, USA (2019).

Creating a Legacy: Family Business Success(ion).

  • On behalf of Koenig Heritage. Sydney, Australia (2019).
  • On behalf of Koenig Heritage. Melbourne, Australia (2019).

Intergenerational Succession and the Internationalisation of Family SMEs: Evidence from China.

  • University of Bergamo (on behalf of the Bergamo Chamber of Commerce). Bergamo, Italy (2019).
  • Free University of Bozen-Bolzano. Bolzano, Italy (2019).
  • Windesheim University of Applied Sciences. Zwolle, Netherlands (2018).
  • Jönköping International Business School. Jönköping, Sweden (2018).

2016

2016 Practitioner article (Family Firm Institute): On the Origin of a Successful Successor.

Entrepreneurial Legacies and Transgenerational Entrepreneurship in Family-Owned Firms: Evidence, Theoretical Dimensions, and Future Research.

  • Windesheim University of Applied Sciences. Zwolle, Netherlands (2016).

2013

2013 Podcast (Family Firm Institute): Do We Need to Use an Accountant? The Sales Growth and Survival Benefits to Family SMEs