Conference Program

Subject to changes and supplements.

Thursday March 25

10.00–11.00 Registration and Coffee

11.00–12.30 Plenary 1

Keynotes

Magnus Larsson, Chairman SME-Committee, Confederation of Swedish Enterprise, Sweden
Welcome and opening of the conference

Leif Melin, Professor, Centre for Family Enterprise and Ownership, Jönköping International Business School, Sweden
Introduction to conference theme

Eric Degerbeck, Head of Press and Media, European Commission Representation in Sweden
Ownership transfer – a European perspective

Moderator
Pernilla Ström, Economist, Board Member and Columnist, Sweden

12.30–13.30 Lunch

13.30–15.00 Parallel sessions 1 – Four tracks

Track A Tax and law issues in ownership transfers: Critical tax issues

In recent years ownership and business taxation have gained growing political interest in several countries. Which policy changes have been made and which may be under way? How will this affect ownership transfer?

Presenters
Krister Andersson, Head Tax Policy Department, Confederation of Swedish Enterprise, Sweden
“Transfer of businesses – progress, status quo or backlash in the European member states”
Thomas von Cölln, Manager Corporate Tax, PricewaterhouseCoopers, Germany
“Transfer of business to next generation – Recent developments in Germany”
Olivier Mellerio, Chairman, MELLERIO dits MELLER, France
“The situation in France for transfer of ownership in family companies”
Dick Patten, President, American Family Institute, US
“The importance of family businesses in the US and the death tax.”

Moderator
Anders Ydstedt, Policy Advisor, Scantech Strategy Advisors, Sweden

Track B Critical issues in transfer processes: Succession as role transitions

Ownership transfer viewed from the perspective of role exits and role entries. The impact of role transition on emotions, identity, founder´s difficulty of letting go of the business, and the co-operations of owners.

Presenters
Christina Baines, Vice chair, Indiska, Sweden
Sofie Gunolf, CEO, Indiska, Sweden
Annika Hall, Ph.D, Centre for Family Enterprise and Ownership, Sweden
“The human side of business transfer: A role transition perspective on succession in owner-managed firms”
Ilse Matser, Professor, Managing Director, Dutch Centre for Family Businesses, Netherlands
“A pratical tool to improve the leadership transfer”

Moderator
Pernilla Ström, Economist, Board Member and Columnist, Sweden

Track C Next generation and ownership transfer: Social and psychological space for the next generation

How the next generation can find its way into and in the family business. Emotional ownership: The next generation´s relationship with the family firm.

Presenters
Åsa Björnberg, Ph.D Candidate, London School of Economics, UK
“Emotional ownership: The next generation’s relationship with the family firm”
Annalisa Sentuti, Ph.D, University of Urbino, Italy
“Gender in the next generation: Does it matter? Some Italian empirical evidence on daughters’ pathways in family firms.”
Sofia Wållberg Sköld, Chair, Hagmans, Sweden

Moderator
Ethel Brundin, Professor, Jönköping International Business School, Sweden

Track D Consequences of ownership transfer for the business firm: Financial perspectives

What are the possible consequences for the business firm when other types of owners take over, eg. private equity, industry group, i.e. owners with other perspectives of being in business than business families.

Presenters
Darya Granata, Ph.D Candidate, University of Pennsylvania, US
“Family firms in the eye of private equity companies”
Gianluca Colombo, Professor, Universitá della Svizzera Italiana, Switzerland
“Ownership fragmentation and family firms performance. The role of private banking.”
Jonas Engwall, Investor, Chairman Svenssons i Lammhult, Sweden
“Reflections from an investor.”

Moderator
Annelie Karlsson, Dr, Executive Director FBN Sweden, Sweden

15.00–15.30 Coffee

15.30–17.00 Plenary 2

Influence of taxes on ownership transfers

Keynotes
Jöran Hägglund, State Secretary, Ministry of Enterprise, Energy and Communications, Sweden
“The Swedish view on transfers of ownership.”

Paul-Chr. Rieber, President, Confederation of Norwegian Enterprise, Norway
“The discussion on transfer of ownership in Norway.”

Grant Gordon, Director General, Institute for Family Business, UK
“Transfer of ownership: the situation for UK family firms.”

Göran Grosskopf, Professor, Chairman IKEA, Sweden – on video

Keynote panelists
Rune Andersson, Chairman, Mellby GÃ¥rd AB, Sweden
Krister Andersson, Chairman, Tax Policy Group, Business Europe, Sweden

Moderator
Pernilla Ström, Economist, Board Member and Columnist, Sweden

19.00 Dinner Operaterrassen, entertainment: ABBA music

Friday March 26

09.00-10.15 Plenary 3

Success factors in ownership transfers

An overview of factors – relational, strategic and organisational – that are crucial for successful ownership transfers.

Keynotes
Joseph Astrachan, Professor, Cox Family Enterprise Centre, Kennesaw State University, US
“Success factors in transfers of ownership in family enterprise”

Marcela Ramírez-Pasillas, PhD, Instituto Technologico y de Estudios Superiores de Monterray, Mexico
“Transfer of ownership in family businesses and the abolition of taxes”

Hans-Jacob Bonnier, Chairman Bonnier Family Foundation and Vice President Dagens Industri, Sweden
“Bonnier, a long history of transfers of ownership”

Moderator
Pernilla Ström, Economist, Board Member and Columnist, Sweden

10.15–10.45 Coffee

10.45–12.00 Parallel sessions 2 – Four tracks

Track A Tax and law issues in ownership transfers: European experiences from a business law perspective

How different national company forms and other regulatory requirements have an impact on business behavior in relation to business transfers and how the business society creates various contractual solutions in order to accommodate the owners in the transfer process.

Presenters/Panelists
Dr Jürgen Sparr, Lawyer, SKW Schwartz, Germany
Xavier Martorell, Lawyer, Ros Petit, Spain
Hania Goutierre, Lawyer, BGS Law, France
Robert Fenner, Lawyer, Taylor Wessing, UK
Leena Romppainen, Lawyer, Castrén & Snellman, Finland
Dr András Moldován, Lawyer, Moldován & Co, Hungary

Moderator
Gunnar Hjertquist, Lawyer, Gärde Wesslau Advokatbyrå, Sweden

Track B Critical issues in transfer processes: Ownership and governance changes

How governance changes can support ownership transfers. The role of the board in transfer processes. Active ownership – the how´s, what´s and why´s.

Presenters
Sibylla Jacobsson, Chairman, Kinnarps Holding AB, Sweden
Sabine Klein, Professor, Chair for Family Business, WHU Otto Beisheim School of Management, Germany
“Managing the changes of complexity when transferring the family firm: An application of the complexity theorem of corporate governance in family businesses”.
Jozef Lievens, Attorney, Eubelius, Belgium
“Succession: the transitional power of governance”
Lars-Göran Sund, Associate Professor, Jönköping International Business School, Sweden
“Transfer of ownership and leadership within the family – The agony of an incumbent”

Moderator
Pernilla Ström, Economist, Board Member and Columnist, Sweden

Track C Next generation and ownership transfer: Competence development for new owners/managers

An overview of competencies that enable successful business transfers. The measures new managers/owners have to take to develop these competencies.

Presenters
Annelie Karlsson, Dr, Executive Director, FBN Sweden, Sweden
“Owner´s Education”
Sakari Oikarinen, Managing Director, Confidentum Ltd, Finland
Anna Spendrup, Information Officer, Spendrups Bryggeri AB, Sweden
Fredrik Spendrup, Spendrups Bryggeri AB, Sweden
Kristoffer Stenström, Partner Berte Group, Sweden

Moderator
Ethel Brundin, Professor, Jönköping International Business School, Sweden

Track D Consequences of ownership transfer for the business firm: Growth implications

How type of owner (i.e. family, equity) influence business growth after a transfer of ownership. Differences in owners´ perspective on ownership growth.

Presenters
Karin Hellerstedt, Research Fellow, Jönköping International Business School, Sweden, and
Karl Wennberg, Assistant Professor, Stockholm School of Economics and Imperial College, Sweden
“The effects of firm ownership transitions on economic growth and job creation: preliminary findings from a longitudinal population study”
Eddy Laveren, Professor, University of Antwerpen, Belgium
“Transfer of family businesses and its impact on firm`s debt and growth rate”
Peter Voithofer, Mag., KMU Forschung/Austrian Institute for SME Research , Austria

Moderator
Mattias Nordqvist, Associate Professor, Jönköping International Business School, Sweden

12.15–13.00 Plenary 4

Keynotes

Philip Aminoff, President, European Family Business/GEEF, Finland
Ownership transfer: Future needs and actions

Urban Bäckström, Director General, Confederation of Swedish Enterprise, Sweden
Closing remarks

Moderator
Pernilla Ström, Economist, Board Member and Columnist, Sweden

13.00 Closing lunch