Advising With Impact Certification

Your family enterprise clients don’t exist in a vacuum. They are embedded in society, the economy and our environment. In today’s world, how a business addresses these emerging issues can have a significant impact on their short and long term success; while ignoring them can have negative repercussions for both the family and the business.

That’s why we developed the Advising With Impact certification.

This unique continuing education experience will show you, as an advisor,  how to approach the issues of:

  • Global Trends, Social Impact
  • Impact Entrepreneurship and Innovation
  • People, Planet and Profit

with your family enterprise clients.  You will learn how to guide them through their challenges, recognize their opportunities, mitigate their risks and figure out their next steps. In sort, this certification will help you help them get it right.

Family businesses are embedded within society – their actions shape society and society shapes them. Family business advisors need to stay attuned to these dynamics and the changing environment in which all firms (including their own!) operate. This certification will equip advisors with the tools to think holistically and systemically about change in a complex landscape and incorporate practices that will have an impact for people, planet and profit with their clients.

 

Rob Nason, Ph.D, MBA, BA, Associate Professor, Desautels Faculty of Management, McGill University

How advisors will benefit from taking the Advising With Impact program

  • Family businesses are increasingly being affected by today’s complex environmental, economic and sociocultural issues.
  • More and more business families are looking to and relying on their trusted advisors for help with these new challenges.
  • Inevitable changes to the family, business and/or ownership systems require proper guidance to maximize impact and mitigate disruption.
  • This specialized training pushes Family Enterprise Advisors to the front of the line as the resource to support their journey.
  • FEAs who complete this certification will receive a Certificate of Completion and seven (7) Continuing Education (CE) credits.

We are proud to offer advisors a world class certification in a cutting edge area of their practice. There’s no other certification of this caliber that is focused on advising business families who are navigating the pressing issues of today.

World class experts to lead the way

coachGaia Marchisio

Gaia Marchisio

Ph.D, FEA
coachAmbra Mazzelli

Ambra Mazzelli

Ph.D
coachRobert Nason

Robert Nason

Ph.D, MBA, BA
coachWendy Sage-Hayward

Wendy Sage-Hayward

MA, FEA
coachPramodita Sharma

Pramodita Sharma

Ph.D

Gaia is a family-enterprise researcher, consultant, educator, speaker and writer with over 25 years of impact across global family enterprises, academic institutions, corporations, public-sector organizations and others. She not only advises on and researches family enterprise, but is a fourth-generation successor in her own family business.

Gaia holds a Bachelor’s in Business Management from Bocconi University, and a Ph.D. in General Management from Università Degli Studi di Pavia (both based in Italy). Originally from Italy, she is a naturalized US citizen who speaks fluent English, Italian and Spanish.

Currently, Gaia is Adjunct Associate Professor at Columbia Business School. Until recently, she was Executive Director of the Cox Family Enterprise Center, the US’s first family business center, and the Aronoff Professor of Family Business at Kennesaw State University. Gaia has been a visiting scholar at educational institutions worldwide, including large Family Business Centers in Latin America, the Caribbean, Asia, Europe and the Pacific.

Ambra Mazzelli is an Associate Professor of Strategy and Organizations at SKEMA Business School. Originally from Italy, Ambra lived and worked in Kuala Lumpur (Malaysia), Boston (USA), Montreal (Canada) and Lancaster (UK). Before joining SKEMA Business School, she was an Assistant Professor at the Asia School of Business and an International Faculty Fellow and Research Affiliate at MIT Sloan.

Ambra’s research investigates the psychological underpinnings of firms’ strategic decisions. She is also interested in the role of entrepreneurship in society. Her work has appeared in numerous top journals, including Academy of Management Review, Journal of Management Studies, Entrepreneurship Theory and Practice and Long Range Planning.

Besides her research, she has actively and enthusiastically advised on more than fifty projects in large international firms and conglomerates, at both strategic and operational levels, and continues to consult for managers and executives at publicly listed companies and large private firms in Asia and Europe.

Robert Nason is a William Dawson Scholar and associate professor of Strategy and Organization at the Desautels Faculty of Management at McGill University. Robert’s research focuses on the role of entrepreneurship in society covering areas of family business, behavioral strategy, growth and the informal economy. His current research initiatives are particularly focused on entrepreneurship and economic inequality – examining entrepreneurial activity in contexts of poverty and wealth. Robert has received awards for research, including the Academy of Management Entrepreneurship Division’s Emerging Scholar Award in 2020 and teaching, including Poets & Quants Best 40 Under 40 MBA Professors (2022) and the Desautels Core Strategy MBA Teaching Award (2022).

Robert’s research has been funded by the Social Sciences and Humanities Research Council of Canada (SSHRC) and the Fonds Québécois de la Recherche sur la Société et la Culture (FRQ-SC). His work has been published in leading academic outlets such as Academy of Management Review, Strategic Management Journal, Journal of Management, Journal of Business Venturing and Entrepreneurship Theory and Practice. In his commitment to research with practical relevance, Robert is actively collaborating in his research and its dissemination with non-governmental organizations, including the Family Enterprise Foundation in Canada and the Sustainable Livelihood Foundation in South Africa.

Wendy is a consultant at the Family Business Consulting Group. She has 25+ years of experience working with business leaders, family firms, and boards. She serves a global and diverse set of clients across the industry, facilitating meaningful conversations with multi-generational families on matters relating to firm continuity, next generation preparation, governance and, when needed, conflict resolution.

Dita is the Schlesinger-Grossman Chair of Family Business at the Grossman School of Business, University of Vermont. She is a visiting scholar at the Family Business Centers at Kellogg School of Management, USA and Indian School of Business, India, and is an advisory board member of the Jönköping International Business School (JIBS), Sweden.

Dita served as the editor of Family Business Review from 2008-2017. Her research on succession, governance, innovation, next generation commitment, entrepreneurial leadership and sustainability in/by family enterprises is published in over fifty articles and ten books. Since 2015, she has published Entrepreneurs in Every Generation & Patient Capital: The Role of Family Firms in Sustainable Business, and ten articles in journals like ET&P, FBR, JBE, JBR & JFBS. Pioneering Business Families of Sustainable Development is her most recent book. She is the co-founder of the Schlesinger Global Family Enterprise Case Competition (SG-FECC).

coachGaia Marchisio

Gaia Marchisio

Ph.D, FEA
coachAmbra Mazzelli

Ambra Mazzelli

Ph.D

Gaia is a family-enterprise researcher, consultant, educator, speaker and writer with over 25 years of impact across global family enterprises, academic institutions, corporations, public-sector organizations and others. She not only advises on and researches family enterprise, but is a fourth-generation successor in her own family business.

Gaia holds a Bachelor’s in Business Management from Bocconi University, and a Ph.D. in General Management from Università Degli Studi di Pavia (both based in Italy). Originally from Italy, she is a naturalized US citizen who speaks fluent English, Italian and Spanish.

Currently, Gaia is Adjunct Associate Professor at Columbia Business School. Until recently, she was Executive Director of the Cox Family Enterprise Center, the US’s first family business center, and the Aronoff Professor of Family Business at Kennesaw State University. Gaia has been a visiting scholar at educational institutions worldwide, including large Family Business Centers in Latin America, the Caribbean, Asia, Europe and the Pacific.

Ambra Mazzelli is an Associate Professor of Strategy and Organizations at SKEMA Business School. Originally from Italy, Ambra lived and worked in Kuala Lumpur (Malaysia), Boston (USA), Montreal (Canada) and Lancaster (UK). Before joining SKEMA Business School, she was an Assistant Professor at the Asia School of Business and an International Faculty Fellow and Research Affiliate at MIT Sloan.

Ambra’s research investigates the psychological underpinnings of firms’ strategic decisions. She is also interested in the role of entrepreneurship in society. Her work has appeared in numerous top journals, including Academy of Management Review, Journal of Management Studies, Entrepreneurship Theory and Practice and Long Range Planning.

Besides her research, she has actively and enthusiastically advised on more than fifty projects in large international firms and conglomerates, at both strategic and operational levels, and continues to consult for managers and executives at publicly listed companies and large private firms in Asia and Europe.

coachRobert Nason

Robert Nason

Ph.D, MBA, BA
coachWendy Sage-Hayward

Wendy Sage-Hayward

MA, FEA

Robert Nason is a William Dawson Scholar and associate professor of Strategy and Organization at the Desautels Faculty of Management at McGill University. Robert’s research focuses on the role of entrepreneurship in society covering areas of family business, behavioral strategy, growth and the informal economy. His current research initiatives are particularly focused on entrepreneurship and economic inequality – examining entrepreneurial activity in contexts of poverty and wealth. Robert has received awards for research, including the Academy of Management Entrepreneurship Division’s Emerging Scholar Award in 2020 and teaching, including Poets & Quants Best 40 Under 40 MBA Professors (2022) and the Desautels Core Strategy MBA Teaching Award (2022).

Robert’s research has been funded by the Social Sciences and Humanities Research Council of Canada (SSHRC) and the Fonds Québécois de la Recherche sur la Société et la Culture (FRQ-SC). His work has been published in leading academic outlets such as Academy of Management Review, Strategic Management Journal, Journal of Management, Journal of Business Venturing and Entrepreneurship Theory and Practice. In his commitment to research with practical relevance, Robert is actively collaborating in his research and its dissemination with non-governmental organizations, including the Family Enterprise Foundation in Canada and the Sustainable Livelihood Foundation in South Africa.

Wendy is a consultant at the Family Business Consulting Group. She has 25+ years of experience working with business leaders, family firms, and boards. She serves a global and diverse set of clients across the industry, facilitating meaningful conversations with multi-generational families on matters relating to firm continuity, next generation preparation, governance and, when needed, conflict resolution.

coachPramodita Sharma

Pramodita Sharma

Ph.D

Dita is the Schlesinger-Grossman Chair of Family Business at the Grossman School of Business, University of Vermont. She is a visiting scholar at the Family Business Centers at Kellogg School of Management, USA and Indian School of Business, India, and is an advisory board member of the Jönköping International Business School (JIBS), Sweden.

Dita served as the editor of Family Business Review from 2008-2017. Her research on succession, governance, innovation, next generation commitment, entrepreneurial leadership and sustainability in/by family enterprises is published in over fifty articles and ten books. Since 2015, she has published Entrepreneurs in Every Generation & Patient Capital: The Role of Family Firms in Sustainable Business, and ten articles in journals like ET&P, FBR, JBE, JBR & JFBS. Pioneering Business Families of Sustainable Development is her most recent book. She is the co-founder of the Schlesinger Global Family Enterprise Case Competition (SG-FECC).

coachGaia Marchisio

Gaia Marchisio

Ph.D, FEA
coachAmbra Mazzelli

Ambra Mazzelli

Ph.D
coachRobert Nason

Robert Nason

Ph.D, MBA, BA

Gaia is a family-enterprise researcher, consultant, educator, speaker and writer with over 25 years of impact across global family enterprises, academic institutions, corporations, public-sector organizations and others. She not only advises on and researches family enterprise, but is a fourth-generation successor in her own family business.

Gaia holds a Bachelor’s in Business Management from Bocconi University, and a Ph.D. in General Management from Università Degli Studi di Pavia (both based in Italy). Originally from Italy, she is a naturalized US citizen who speaks fluent English, Italian and Spanish.

Currently, Gaia is Adjunct Associate Professor at Columbia Business School. Until recently, she was Executive Director of the Cox Family Enterprise Center, the US’s first family business center, and the Aronoff Professor of Family Business at Kennesaw State University. Gaia has been a visiting scholar at educational institutions worldwide, including large Family Business Centers in Latin America, the Caribbean, Asia, Europe and the Pacific.

Ambra Mazzelli is an Associate Professor of Strategy and Organizations at SKEMA Business School. Originally from Italy, Ambra lived and worked in Kuala Lumpur (Malaysia), Boston (USA), Montreal (Canada) and Lancaster (UK). Before joining SKEMA Business School, she was an Assistant Professor at the Asia School of Business and an International Faculty Fellow and Research Affiliate at MIT Sloan.

Ambra’s research investigates the psychological underpinnings of firms’ strategic decisions. She is also interested in the role of entrepreneurship in society. Her work has appeared in numerous top journals, including Academy of Management Review, Journal of Management Studies, Entrepreneurship Theory and Practice and Long Range Planning.

Besides her research, she has actively and enthusiastically advised on more than fifty projects in large international firms and conglomerates, at both strategic and operational levels, and continues to consult for managers and executives at publicly listed companies and large private firms in Asia and Europe.

Robert Nason is a William Dawson Scholar and associate professor of Strategy and Organization at the Desautels Faculty of Management at McGill University. Robert’s research focuses on the role of entrepreneurship in society covering areas of family business, behavioral strategy, growth and the informal economy. His current research initiatives are particularly focused on entrepreneurship and economic inequality – examining entrepreneurial activity in contexts of poverty and wealth. Robert has received awards for research, including the Academy of Management Entrepreneurship Division’s Emerging Scholar Award in 2020 and teaching, including Poets & Quants Best 40 Under 40 MBA Professors (2022) and the Desautels Core Strategy MBA Teaching Award (2022).

Robert’s research has been funded by the Social Sciences and Humanities Research Council of Canada (SSHRC) and the Fonds Québécois de la Recherche sur la Société et la Culture (FRQ-SC). His work has been published in leading academic outlets such as Academy of Management Review, Strategic Management Journal, Journal of Management, Journal of Business Venturing and Entrepreneurship Theory and Practice. In his commitment to research with practical relevance, Robert is actively collaborating in his research and its dissemination with non-governmental organizations, including the Family Enterprise Foundation in Canada and the Sustainable Livelihood Foundation in South Africa.

coachWendy Sage-Hayward

Wendy Sage-Hayward

MA, FEA
coachPramodita Sharma

Pramodita Sharma

Ph.D

Wendy is a consultant at the Family Business Consulting Group. She has 25+ years of experience working with business leaders, family firms, and boards. She serves a global and diverse set of clients across the industry, facilitating meaningful conversations with multi-generational families on matters relating to firm continuity, next generation preparation, governance and, when needed, conflict resolution.

Dita is the Schlesinger-Grossman Chair of Family Business at the Grossman School of Business, University of Vermont. She is a visiting scholar at the Family Business Centers at Kellogg School of Management, USA and Indian School of Business, India, and is an advisory board member of the Jönköping International Business School (JIBS), Sweden.

Dita served as the editor of Family Business Review from 2008-2017. Her research on succession, governance, innovation, next generation commitment, entrepreneurial leadership and sustainability in/by family enterprises is published in over fifty articles and ten books. Since 2015, she has published Entrepreneurs in Every Generation & Patient Capital: The Role of Family Firms in Sustainable Business, and ten articles in journals like ET&P, FBR, JBE, JBR & JFBS. Pioneering Business Families of Sustainable Development is her most recent book. She is the co-founder of the Schlesinger Global Family Enterprise Case Competition (SG-FECC).

What you will learn

Designed by thought leaders in the field of Impact Advising, this multi-day certification was developed specifically as continuing education for Family Enterprise Advisors. It will provide you with leading edge tools and knowledge aimed at assessing and responding to today’s most pressing generational, social, environmental and economic issues.

You will learn how to guide your family enterprise clients through their decision-making process and to support them as they evolve towards balancing value and profits.

Key learning outcomes include:

  • Learning how to recognize current global trends and how they may impact the strategic and operational aspects of  your clients’ business.
  • Exploring the pain points and key opportunities for family enterprises that shift entrepreneurial objectives towards solving socio-environmental challenges in addition to wealth creation.
  • Discovering what and where changes may need to occur in a family business system that will help drive innovation on sustainability, value creation, diversity, equity and inclusion.

View all module descriptions for this course

When and where is the course available?

The Advising With Impact certification is being offered in person and online.

In Person

The in-person format of this course will take place over three full days and provides the opportunity to connect directly with instructors and other advisors. It will also include a virtual summary session.

The next in-person course will take place June 26-28 in Toronto. Apply now →

Online

The online format of this course will take place over two half days and three full days. It offers more flexibility and convenience for a busy schedule.

The next online course will take place September 7-8, October 10, November 23 and December 7. Apply now →
 


Refunds and Cancellations — Please read our Advising With Impact Refund and Cancellation Policy.

Registration and details for achieving this certification

Member Discount

We offer preferred pricing for members of our community who are certified FEAs.

Limited Seats

With only 30 seats available for each cohort, it’s important to register soon.

Member Access

All 30 seats are reserved for certified FEAs until April 30 for the Spring cohort.

$4,500
+ applicable taxes

Preferred member pricing.
You must be a designated Family Enterprise Advisor (FEA) in good standing.

$5,900
+ applicable taxes

Non-member pricing.

The registration fees reflect the cost of course content development and instruction by global thought leaders in the field.

Contact Us

Phone

1.866.849.0099
Email us about Advising With Impact
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    Please select which course you are applying for:

    Advising With Impact - In Person
    June 26-28 in Toronto
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    Advising With Impact - Online
    September 7-8, October 10, November 23, December 7
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    Have a question about the Advising With Impact certification?

    Let's connect you with Tim Mohr, FEA Program Business Development Manager, who can answer any questions you have about this course.

    Email Tim Mohr