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In partnership with Ivey’s Business Families Centre and KPMG Enterprise, FamilyShift™ is a week-long program built for family members taking a leadership/ management role in their family business. Participants are taken through a deliberate series of Ivey case studies, break out groups, interactions with guest speakers and experts, and coaching sessions, all designed to address the unique challenges faced by principals of family businesses.

Interested candidates must complete an application form and be nominated by an Ivey Business School or KPMG Enterprise representative. The final program admission decisions belong to the Ivey Business School.


Dynamic Legacy

Upcoming Sessions

Join us for one of our upcoming sessions.

To obtain more information, please click on the Pre-Apply Now button on the right and fill out the required fields. A KPMG Enterprise professional will follow up with you to continue the application process. If you have any questions, please contact: Bev Johnson

Kpmg Enterprise

What You Learn

  Day 1 Day 2 Day 3 Day 4 Day 5

Program Overview

Case Study:
The Culture of Family Business

Case Study:
Refining Entrepreneurial Instincts- creating intrapreneurial family enterprise

Negotiating Skills for Life

Case Study:
Family Governance

Individual Exercise: Picture Your Legacy

Mentor match & program wrap up

Value to Values

Rights & Responsibilities

Case Study:
Working with Relatives

Guest speaker & fireside chat

Family Finance

Global Family Business

Making a Social Impact

Guest speaker

Design Thinking in Disruptive Times


Dinner off-site

Family Fireside Chat
Group case prep & evening social Group case prep & evening Dinner & reception off-site  

The Ivey Difference

What makes Ivey different is what makes us so successful. Our Case-Method Learning is not about textbooks and lectures, but a learning experience energized by discussion and debate among experienced participants and Ivey’s world-class faculty. By taking on real challenges, you will gain practical hands-on experience that will transform your leadership abilities. This kind of transformation can only happen at Ivey, an innovator in executive education since 1948. Ivey has worked with many organizations in emerging markets, established markets, and public and private sectors around the world. And our results speak for themselves: Ivey Executive Education is ranked as one of the top Executive Education providers globally by Financial Times.


David  Simpson

Faculty Director
David Simpson

David Simpson is a London based financier with a broad range of business experiences and a passion for Entrepreneurship. He has financed and operated a diverse range of businesses including restaurants, golf courses, aircraft leasing, oil field serves and retail. He completed an undergraduate degree (Political Science) by part time study while he played professional hockey. Upon retirement from hockey, he completed an MBA at the Ivey Business School in 1988. Upon graduation, he began his career as an entrepreneur engaging in all aspects of corporate finance in the small business sector. In 1989, he was the co-founder of The New Enterprise Workshop, one of the earliest attempts (supported by the Provincial Government) to support fledgling entrepreneurs. As an operator himself in a "Family Business," he is keen to support Ivey's efforts to understand and support learning in this vital sector of the Canadian economy. As a practicing entrepreneur, he has a passion to promote this lifestyle choice at Ivey.

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Where You Learn

Ivey Tangerine Leadership Centre

Toronto, Ontario, Canada

This state-of-the-art facility is located in the heart of Toronto’s Financial District and provides the perfect backdrop for executive courses.