Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Family businesses are a significant part of the Canadian economy, representing a large portion of private sector firms and contributing substantially to GDP and employment. They are often characterized by a focus on long-term sustainability and community involvement. However, they also face unique challenges such as succession planning and navigating family dynamics within the workplace.
In this interactive workshop, featuring instructor-led segments and engaging case studies, participants will learn about the special issues facing family-owned businesses and provides an appreciation of the special dynamics in such organizations.
Topics Covered Include:
- What is a family business?
- Succession
- Governance
- Ownership Issues
Key Takeaways
In this session, participants will learn about:
- Prevalence and importance of family businesses in the Canadian economy.
- Three circle model and implications.
- Uniqueness of family businesses.
- Succession statistics and best practices.
- Parallel planning.
- Structural and procedural needs – e.g. family council, advisory board, family constitution.
- Typical agent/principal problems, social-economic wealth, patient capital and stewardship.
Who Will Benefit
This course will be useful to accountants in public practice with clients who are owner-managers of private corporations, as well as in-house professionals of private enterprises, especially those facing succession issues.
How to Access the Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
Electronic material can be accessed one week prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Francesco Barbera is an Associate Professor of Entrepreneurship and Strategy at The Ted Rogers School of Management at Ryerson University. His teaching and research interests encompass a wide range of topics related to family business, entrepreneurship, small business management, and family business education. In 2014, he received his Ph.D. from Bond University while working at the Australian Centre for Family Business. Francesco is an international, award-winning author and educator and regularly presents at renowned conferences and workshops. His research has been published in journals such as the Journal of Business Ethics, Family Business Review, Long Range Planning, Small Business Economics, and the Academy of Management Learning and Education journal. A former family entrepreneur himself, Francesco’s expertise in the family business field includes designing and delivering various family business curricula in Australia, Canada, and the USA, directing Family Business centers at both the University of Adelaide as well as Stetson University, a long-serving member on the Editorial Board of the Family Business Review, a faculty member for the Family Firm Institute’s GEN program, a Team Leader for Babson College’s Successful Transgenerational Entrepreneurship Practices (STEP) project across three global regions, as well as a regular and champion Head Coach at the annual global Family Enterprise Case Competition in Vermont.