Invited talks and workshops
2026
From Succession to Renewal: Rethinking Continuity Across Generations in Family Business
- Hosted by Anwar Wealth Partners, Toronto, Canada.
Next Gen Family Business: Easing the Transition
- Subject matter expert for the Globe & Mail Family Business Leader Roundtable. Toronto, Canada.
2025
Family Businesses in Agriculture and the Agritourism Sector: Panel Discussion
- Diversity Institute and Family Business Institute Webinar series. Webinar Series: Diversity Institute and Family Business Institute - Ted Rogers School of Management - 91影视 (91影视)
Women in Family Business: Navigating Complexity and Opportunity
- Hosted by Family Enterprise Canada, in affiliation with the Family Business Institute and Diversity Institute. Event held on campus with students, alumni and Family Enterprise Canada members. Events - Ted Rogers School of Management - 91影视 (91影视)
Family Businesses in Canada: Challenges and Opportunities
- Diversity Institute and Family Business Institute Webinar series. Webinar Series: Diversity Institute and Family Business Institute - Ted Rogers School of Management - 91影视 (91影视)
Family Business Succession
Evolution of Family Enterprise
- Family Enterprise Canada - Enterprising Families Series Event. Event held on campus with FEC members, alumni and students.
2024
- 2024 Television appearance (OMNI News Italian): How Canadian family businesses will fare in the face of Trump's proposed tariffs?
Sale vs. Succession
- (2024).
Relationships Matter! Diving into Self-Assessment and Its Impact on Relationships in Your Family
鈻� On behalf of the Bertarelli Institute for Family Entrepreneurship at Babson College. Online (2024).
2023
2023 Podcast (Family Firm Institute): .
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).
- J枚nk枚ping International Business School. J枚nk枚ping, 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