2024 Edition

Responsible
Ownership

A responsible owner is a person that acts today thinking about tomorrow. Today, more than ever, is important to make an impact, to value the resources, and act responsibly. 

The world needs a new generation of responsible owners who actively engage in shaping a better future, that embrace an entrepreneurial spirit in facing the challenges of sustainability. 

Sessions

Videos

Zoom calls

Workshops

Lecturers
Introduction

Welcome to the course

Click to play

Module 1
Introduction

Calendar of the activities:
  • Course Kickoff – Zoom meeting
    August 23, 14:00-16:00
  • Session 1 – Family Ownership

  • Session 2 – Ownership with a Purpose
  • Workshop in Oslo,
    From September 3 at 12:00
    To September 4 at 13:00

Session 1

Family Ownership

Our journey begins with a discussion of the overlap between two systems: the family and the business. Ownership dynamics are often subjected to the tension between these two systems.
Striking a delicate equilibrium between individual goals and aspirations and those of the family as a whole, as well as multiple stakeholders, is influenced by the time horizon of decisions, which involves a trade-off between today, tomorrow, and future generations. Moreover, these goals and desires are not solely related to financial performance and measures but are often tied to emotional and non-financial considerations.

  • The meanings of ownership
  • The 3 circle model and familiness
  • Financial and nonfinancial goals
  • Legacy and longevity


Session 2

Ownership with a Purpose

We live an unprecedented moment for humanity, where the economic, ecological, and social systems are all under stress. We see signs of a new stage of business ownership and leadership, conscious and engaged. This means moving from a reductive, mechanistic hierarchical mindset to a systemic, living, innovative, diverse, and regenerative one.

Ownership with purpose will bring a new logic and dynamic perspective for responsible and transformative ownership anchored in deep awareness, responsiveness, collaboration, synergy, and renewal.

  • System thinking
  • Regenerative businesses
  • Purposeful leadership
  • An embeddeded view on sustainability


Module 2

Hard Skills

Calendar of the activities:
  • Session 1 – Governance
  • Zoom meeting – September 20, 14-16
  • Session 2 – Family dynamics
  • Zoom meeting – October 4, 14-16
  • Session 3 – Family Wealth and Entrepreneurship
  • Workshop in Stockholm, 
    From October 17 at 12:00 
    To October 18 at 13:00

Session 1

Governance

The governance session is designed to provide you with a concise and effective picture of the key aspects of ownership in connection to company governance. In the session you will discover what different forms of ownership look like, understand what it means to have an active role as an owner, learn how to manage the relationship between owners and a company’s board of directors, including insights into board meetings agenda setting; and discuss how to set up appropriate family governance solutions can improve the family's role as an active owner.

  • Family governance
  • The active owner and the board
  • Agenda setting
  • Different ownership forms

Session 2

Family dynamics

We provide insights on different options regarding succession to enable you to take informed decisions about your own involvement.

We discuss alternative ways to transfer ownership and leadership between generations. And we will raise awareness on how to regulate ownership changes today to control for unwanted changes in the future.

To do so, we also bring up important considerations regarding marriage and divorce, testaments, and gifts.

  • Family structure
  • Succession
  • Marriage and divorce
  • Testament and gifts


Session 3

Family Wealth and Entrepreneurship

In most families the origins of wealth are connected to early actions of entrepreneurship that became part of the family legacy. Research shows however that entrepreneurship is important well beyond those initial moments typically associated with new ventures, it also plays a central role in stablished organizations.

We show how the next generation, thanks to their new mindsets and capabilities, can entrepreneurially contribute to reinvigorate and - why not - create the family legacy that is so crucial to innovation and the creation of both financial and social value.

  • Family capital and patient capital
  • Transgenerational entrepreneurship
  • Legacy and innovation
  • Corporate entrepreneurship


Module 3
Soft Skills

Calendar of the activities:
  • Session 1 – Self
  • Zoom meeting – November 8, 14-16
  • Session 2 – Relationship
  • Zoom meeting – November 22, 14-16
  • Session 3 – Community and Society
  • Workshop in Oslo, 
    From December 5 at 12:00 
    To December 6 at 13:00

Session 1

Self

A healthy self is essential for being a responsible owner. Although the question, “How are you?” may seem simple enough, personal well-being is a complex matter that concerns how people experience their lives and the degree to which a person is fully functioning. We will shed light on different dimensions of well-being and discuss how we can overcome difficulties, achieve our goals in life, reach self-realization, a sense of meaning, and happiness.

  • Self-actualization
  • Self-efficacy
  • Self-discipline 
  • Emotions


Session 2

Relationship

We as humans are inherently social beings, and social relationships are of crucial importance. Having shared ownership means conflicts and emotions will arise that have the potential to damage not just our financial wealth, but our personal goals and social relationships. This is even more visible when we - as a family - own together.

We look at how relationships work, the dynamics and types of social conflicts and emotions, the roles of justice and fairness, and how we can navigate this difficult terrain.

  • Emotional intelligence
  • Communication and conflicts
  • Negotiation and conflict management
  • Justice and fairness


Session 3

Community and Society

We want each participant to engage in conscious reflection about how their personal selves can influence investments as well as ownership decisions, and how – in the end – this can have an impact on the surrounding community and society. We consider the notion of “Impactful Ownership” and intrinsic drivers – such as Values, Spirituality, and Ethics.

We also take a look at Impact Investing, as an example of how personal principles can be combined with strategic investments.

  • Ownership with an impact
  • Spirituality, values, and ethics
  • Diversity and inclusion
  • Philantropy and impact investing


Structure of the course

Meet the faculty

MASSIMO BAÙ,
PHD

Senior Associate Professor in Family Business and Ownership, Director of CeFEO

LEONA ACHTENHAGEN, PHD

Professor in Entrepreneurship, Director of the Centre for Media, Management, and Transformation

HANNA ALMLÖF,
LLD

Associate Professor in
Business Law, 
CeFEO Member

LAMIA BAKRY,
MSC

Doctoral Candidate in
Business Administration with focus on Family Entrepreneurship at CeFEO

ANUP BANERJEE,
PHD

Assistant Professor in 
Strategy and Sustainability, 
CeFEO Member

LAURA BAUSKE,
MSC

Doctoral Candidate in
Business Administration with focus on Family Entrepreneurship at CeFEO

ANNA BLOMBACK,
PHD

Assistant Professor in
Business Administration,
JIBS Associate Dean
of Education 

OLOF BRUNNINGE,
PHD

Associate Professor in
Business Administration, 
JIBS Director of
International Development

JOAQUIN CESTINO, PHD

Assistant Professor in
Business Administration,
CeFEO Head of Outreach

SARAH FITZ-KOCH,
PHD

Assistant Professor in
Entrepreneurship,
CeFEO  Member

KAJSA HAAG,
MSC

Associate Professor in 
Family Business,
JIBS Associate Dean
of Faculty

KARIN HELLERSTEDT, PHD

Professor in Entrepreneurship, Director of the PhD Program
in Business Administration
at JIBS

JOSH HSUEH,
PHD

Associate Professor in
Family Entrepreneurship,
CeFEO Head of Reseach

JIYOUNG KIM,
PHD

Assistant Professor in 
Strategy,
CeFEO Member

CARLA G. MACHADO,
PHD

Assistant Professor in
Sustainable Supply Chain,
Director of Societal
Engagement at JIBS

BRYAN MALKI,
PHD

Assistant Professor  in Accounting,
CeFEO Member

MADELEINE MEURER, PHD

Assistant Professor in
Entrepreneurship,
Erasmus University

DANIEL PITTINO,
PHD

Professor in Strategy and Entrepreneurship, 
JIBS Associate Dean of
Research

HANNA ALMLÖF,
LLD

Assistant Professor in
Organization Studies,
CeFEO Member

VICTORIA RESCH,
MSC

Doctoral Candidate in
Business Administration with focus on Family Foundations
at CeFEO

DINARA TOKBAEVA,
PHD

Assistant Professor in
Business Administration,
CeFEO Member

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