Francine Z. Carlin, Principal

Francine Z. Carlin, MA

Francine Z Carlin Business Harmonizer Group Family business advisory CanadaFrancine Z. Carlin, founder of the Business Harmonizer Group, is a certified family business advisor and seasoned business leader who has held senior management positions in communications, public affairs and marketing for a variety of industries across North America. Ms. Carlin knows first-hand how interpersonal dynamics and emotionally sensitive issues can affect decision-making and organizational well-being. Her keen business insight and exceptional communication and facilitation skills makes it possible for her to make sound assessments, focus on critical needs, and keep on task, so that emotionally charged issues, the silent barriers, do not disrupt family and business decision-making.

Relocating in 1998, to Vancouver, BC, from Washington, DC, Ms. Carlin has been able to apply this valuable experience, energy and dedicated focus to her work with dozens of business families to help achieve individual and collective goals related to succession planning; communication and conflict resolution, business-family harmony, business family governance; strategic business planning; leadership development, successor coaching and team building.

Francine is a certified Family Business Advisor, having completed professional trainings in the Business Families Foundation Course for Professionals, the BDO-SuccessCare Most Trusted Advisor Program; the RoadMap Course for Entrepreneurial Families and the Family Council Facilitation Course. She is a member of the Family Firm Institute; and the Canadian Association of Family Enterprise (CAFE).

Additionally, Francine is a Senior Consultant for the BDO-SuccessCare Business and Ownership Transition Program. BDO is a leading advisory and accounting firm with over 90 years serving communities across Canada.

Business Harmonizer™ Group, founded by Francine Carlin in 1998, has its roots in The Performance Partnership, established under her maiden name of Francine Zucker.
Download The Business Harmonizer Group’s Professional Services Overview

Education & Training

  • Transitions East • April 2012; Transitions West • November 2012, Stetson University
  • SuccessCare – BDO Canada – Most Trusted Advisor Program, Toronto, 2012
  • Leading Family Councils, Canadian Association of Family Enterprise, Vancouver, BC, 2003
  • Family Business Advisor Training, Business Families Foundation, Montreal, QC, 1999
  • Family Business Facilitator Training- The RoadMap Course for Entrepreneurial Families, Business Families Foundation, Montreal, QC, 1999
  • Core Competencies of Organizational Learning, EDS Corporation, Dallas, Texas, 1997
  • Educational Administration Doctoral Program, SUNY Buffalo, NY, 1976
  • Masters of Arts, SUNY Buffalo, NY, 1973
  • Bachelor of Arts, SUNY Buffalo, NY, 1971

Professional Affiliations

  • Family Firm Institute, Boston, MA, 2007 – Present
  • Canadian Association of Family Enterprise (CAFE), Board of Directors Vancouver Island, BC, 2012
  • Canadian Association of Family Enterprise (CAFE), Vancouver Island, BC, 2008 – Present
  • Canadian Association of Family Enterprise (CAFE), Vancouver, BC, 1998-2008
  • Canadian Association of Family Enterprise (CAFE); National Personal Advisory Group Liaison, Toronto, Ont., 2004 – 2005
  • Succession Network, Vancouver, BC, 2008 – 2010
  • Business Transition Group, Vancouver, BC, 2007 - 2009
  • Associate Faculty, Centre for Leadership and Management, Royal Roads University, Victoria, BC, 2002 – 2008

Published Articles

Featured Interviews

Professional Speaking & Workshops

BDO Canada LLP
  • Demystifying The Shareholder Agreement
  • Farm Transition Roundtable
  • Canadian Association of Farm Advisors, We Focused Succession Readiness
Canadian Association of Family Enterprise, National Symposiums
  • CAFE National Symposium; Personal Advisory Group Best Practices
  • CAFE National PAG Leadership Conference
Canadian Association of Family Enterprise, Vancouver Chapter
  • Communication Barriers and Breakthroughs
  • Personal Advisory Group Training
  • Embracing Change As A Family Business Tradition
  • Leadership Challenge for Families In Business
  • Power and Tradition in Business Families
  • Tools for Practical Family Business Conversations
Canadian Association of Family Enterprise, Vancouver Island Chapter
  • Building the Best Strategic Pathways – A Practical Approach to Strategic Planning for Business Families
  • Challenges To Sibling Teams
Canadian Association of Family Enterprise, Okanagan Chapter
  • Challenges to Sibling Teams
The Succession Network
  • Business Transition Seminar – How To Buy A Business: Addressing The Silent Barriers
  • Succession Seminar – Exit This Way: Addressing The Silent Barriers
  • How To Sell Your Business – Addressing The Silent Barriers
  • How To Buy A Business – Addressing The Silent Barriers
Pacific Business and Law Institute
  • Promoting Family Business Harmony
  • Succession Planning for the Family Business
British Columbia Library Association
  • Strategies for Leading and Managing Change
  • Creative Leadership
Canadian Library Association Annual Conference
  • Overcoming the Silent Barriers -- Revisited
  • Living Leadership Values From the Inside Out
Council of Post Secondary Library Directors
  • Rediscovering the Essence of Leadership
Public Library Association International Conference
  • Overcoming The Silent Barriers
Retail Confectioners Institute, Regional Conference
  • Going For The Gold Metals of Leadership
Purdy’s Chocolates, Inc.
  • Practical Leadership for Managers