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Francine Z. Carlin, MA

Francine Z. Carlin, founder and principle, Business Harmonizer Group

Francine Z. Carlin is a 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.

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 business families, entrepreneurs, and organizational leaders to assist in diagnosing and resolving the silent barriers that block pathways to success.

Ms. Carlin is an exceptional communicator, highly skilled facilitator, and moderator. Her wise guidance and thoughtful consultation has assisted dozens of clients to achieve individual and collective goals related to succession readiness planning; conflict resolution, business family governance; strategic business planning; leadership development and coaching; team building and business family harmony. Francine’s keen business insight makes it possible for her to make sound assessments, focus on critical needs and keep on task. She is able to tackle difficult issues and does so with grace and candor.

PRACTICE AREAS

The Business-Family Issues Audit Determining Next Steps for the Family Enterprise Succession Readiness for the Family-Enterprise Preparing for the Future Today Governance Creating Structures That Support Family Harmony & Business Continuity Communication and Conflict Resolution Moving Past the Silent Barriers Strategic Planning for the Family Enterprise Positioning the Business for Continued Success Leadership 360° Assessment and Next Generation Leadership Coaching

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 – Present

Published Articles

Putting The “Success” In Succession: Addressing The Silent Barriers (PDF), CMA Management, April 2010 What’s Your Succession Plan? (PDF), Canadian Grocer, January 2010 Overcoming the Silent Barriers (PDF), Douglas Magazine, February 2009

Featured Interviews

Printing Their Own Story (PDF), Business In Vancouver, September 4-10, 2012Fuzzy Roles Lead To Business Tension (PDF), Business In Vancouver, March 1-7, 2011Unique Challenges Face The Generations That Work Together Running The Family Business. (PDF), Vancouver Sun, March 20, 2010; Regina Leader Post, March 13, 2010; New Brunswick Business Journal, March 13, 2010; Edmonton Journal, March 13, 2010Communication and Commitment (PDF); Family Business Magazine, Summer, 2009.Low Morale, Stalled Productivity, Apathy: Could Silent Barriers be Undermining Your Business Success? canadaone.com, March 2009; archives.Leadership in Action: The Four-step Program to Identify & Address Silent Barriers to Business Success; canadaone.com, April, 2009; archives.Family Tools (PDF), excerpt from the National Post, Essential Guide For Entrepreneurs. Published in the March edition of Profit and Canadian Business Magazine March 26, 2007.