University of Alberta, Edmonton (School of Business) Senior Research Fellow Projects on family-owned businesses

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1 Isabelle LE BRETON-MILLER, Ph.D., DIC, CHRP 4642 Melrose Ave. Montreal, Quebec, Canada H4A 2S9 Telephone (work): (1) WORK EXPERIENCE HEC Montreal (Management Department) Chair of Succession and Family Enterprise Associate Professor Guest Professor at the rank of Associate Professor Teaching management courses and performing research on family firms University of Alberta, Edmonton (School of Business) Senior Research Fellow Projects on family-owned businesses McKinsey & Co., Boston External consultant ("Knowledge Specialist") Assignments in organizational design Generation Net, Montreal Director of Administration and Human Resources In charge of all human resources functions including hiring, training, compensation, benefits, industrial relations, and information systems. National Bank of Canada, Montreal Assistant to the Director of Personnel, Montreal Region Responsible for recruitment, training, and employee relations External Consultant to several Regional Directors of Human Resources Research on the conversion of permanent to part-time positions impact analysis and benchmarking. Research on causes of managerial departures. Career stage planning. HEC Montreal (Business school attached to University of Montreal) Conference Administrator Organized large-scale international conferences of up to 300 academics and managers. Tasks included marketing, program planning, negotiation with suppliers, and services coordination and supervision. CV ILB (December 2012) 1/11

2 Researcher Projects investigated barriers to organizational and interdepartmental communications; graduate entrepreneurs and their businesses; organizational climate and work stress; and the integration of foreign students into the Canadian environment. My roles were to design research and sampling procedures, to develop interview and survey protocols, to conduct interviews, to perform quantitative and qualitative data analysis, and to write and present reports for publication. Coincident with my work at HEC Montreal Williams Connolly, Washington DC 1997 Researcher Financial and strategy research for expert witness testimony in large bankruptcy case. City of Montreal 1994 Consultant to the Director of Human Resources Evaluation and benchmarking of the employee assistance program (EAP). Federal Development Bank of Canada, Montreal 1989 Researcher Consultant Literature review and survey of credit granting practices to women in Canada. EDUCATION 2009 Doctor of Philosophy (Ph.D.), University of London, Imperial College London Diploma of Imperial College (DIC), Imperial College London Concentration in Management Thesis title: Appropriation versus Stewardship in Family Business: A Social Embeddedness Reconciliation 1996 Master of Science in Management (M.Sc.), HEC Montreal Concentration in Management and Human Resources 1986 Bachelor of Business Administration (B.B.A.), HEC Montreal Major in Management and Human Resources EDITORIAL BOARDS Business Horizons (2005- ) Entrepreneurship Theory & Practice (2007- ) Family Business Review (2008- ) Journal of Family Business Strategy (2009- ) Journal of Global Entrepreneurship Research (2012- ) CV ILB (December 2012) 2/11

3 PUBLICATIONS Miller, D.; Le Breton-Miller, I. & Lester, R.H. Family Firm Governance, Strategic Conformity and Performance: Institutional versus Strategic Perspectives, Organization Science, in press (online since April 2012). Le Breton-Miller, I. & Miller, D. Family Firms and the Advantage of Multi-Temporality, Entrepreneurship Theory & Practice, November 2011, 35(6): Miller, D. & Le Breton-Miller, I. Governance, Social Identity, and Entrepreneurship Orientation in Closely Held Companies, Entrepreneurship Theory & Practice, September 2011, 35(5): Le Breton-Miller, I.; Miller, D. & Lester, R.H. Stewardship or Agency: A Social Embeddedness Reconciliation of Conduct and Performance in Public Family Businesses, Organization Science, May-June 2011, 22(3): Family Firm Institute (FFI) Best Unpublished Research Paper Award, New York Le Breton-Miller, I. Les facteurs clés de la réussite des successions au sein des entreprises familiales, Gestion: Revue Internationale de Gestion, printemps 2011, 36(1) : Le Breton-Miller, I. & St-Cyr, L. La transmission des entreprises : Assurer leur pérennité, Gestion: Revue Internationale de Gestion, printemps 2011, 36(1) : Miller, D.; Le Breton-Miller, I. & Lester, R.H. Family and Lone-Founder Ownership and Strategic Behavior: Social context, identity and institutional logics, Journal of Management Studies, January 2011, 48(1): Journal of Management Studies Best Paper Prize for 2011, received in Miller, D. & Le Breton-Miller, I. «Prefazione, in Sciascia, S. Risorse familiari e risultati aziendali, Milano, IT: Giuffrè Editore, 2011, pp. ix-x. Miller, D.; Le Breton-Miller, I. & Lester, R.H. Family Ownership and Acquisition Behavior in Publicly-Traded Companies, Strategic Management Journal, February 2010, 31(2): Le Breton-Miller, I. & Miller, D. Agency vs. Stewardship in Public Family Firms: A Social Embeddedness Reconciliation, Entrepreneurship Theory & Practice, November 2009, 33(6): Miller, D.; J. Lee; S. Chang & Le Breton-Miller, I. Filling the Institutional Void: The Social Behavior and Performance of Family versus Non-Family Technology Firms in Emerging Markets, Journal of International Business Studies, June-July 2009, 40(5): o Translated and adapted in French: Combler le vide institutionnel : le comportement social et les performances des entreprises familiales comparés à ceux des autres CV ILB (December 2012) 3/11

4 entreprises des marchés émergents dans le secteur des hautes technologies, Revue Management International, 2010, 14(1): o Reprinted in Poutziouris. P.Z., Smyrnios, K.X. and Sanjay, G. (Eds.), The Family Business Research Handbook. Cheltenham (UK), & Northampton (MA, USA): Edward Elgar Publishing, 2012, in press. Le Breton-Miller, I. & Miller, D. To Grow or to Harvest? Governance, Strategy and Performance in Family and Lone Founder Firms, The Journal of Strategy and Management, 2008, 1(1): Outstanding Paper Award Winner at the Literati Network Awards for Excellence Miller, D.; Le Breton-Miller, I. & Scholnick, B. Stewardship vs. Stagnation: An Empirical Comparison of Small Family and Non-Family Businesses, Journal of Management Studies, January 2008, 45(1): Miller, D.; Le Breton-Miller, I.; Lester, R.H. & Cannella, Jr, A.A. Are Family Firms Really Superior Performers?, Journal of Corporate Finance, December 2007, 13(5): Featured in Research Briefs, Academy of Management Perspectives, D.B. McFarlin, Does family matter to corporate performance?, May 2008, 22(2): Listed as New Hot Paper in Economics and Business by Essential Science Indicators of Thomson Science Watch (representing 0.1 of 1% of the most cited articles for the years 2007 & 2008). Miller, D.; Le Breton-Miller, I. & Lester, R.H. Divided Loyalties: Governance, Conduct and Performance in Family vs. Other Businesses, in G.T. Solomon (Ed.), Best Paper Proceedings of the Sixty-Sixth Annual Meeting of the Academy of Management (CD). Philadelphia (PA): Academy of Management, ISSN , August Best Family Business Paper Award, Academy of Management Conference Miller, D. & Le Breton-Miller, I. Kicking the Habit: Broadening our Horizons by Studying Family Business, Journal of Management Inquiry, March 2007, 16(1): Le Breton-Miller, I. & Miller, D. Why do Some Family Businesses Out-Compete? Governance, Long-Term Orientations, and Sustainable Capability, Entrepreneurship Theory & Practice, November 2006, 30(6): Miller, D. & Le Breton-Miller, I. Priorities, Practices and Strategies in Successful vs. Failing Family Businesses: A Test of the Configuration Perspective, Strategic Organization, November 2006, 4(4): Miller, D. & Le Breton-Miller, I. The Best of Both Worlds: Exploitation and Exploration in Successful Family Businesses, in J. Baum et al (eds.), Advances in Strategic Management: Strategy and Ecology. Oxford, UK: JAI/Elsevier, Vol. 23, 2006, pp CV ILB (December 2012) 4/11

5 Miller, D. & Le Breton-Miller, I. Family Governance and Firm Performance: Agency, Stewardship and Capabilities, Family Business Review, March 2006, 19(1): Miller, D. & Le Breton-Miller, I. Lessons from Family Firms about Managing for the Long Run, Leader to Leader Magazine, Winter 2006, No. 39, Miller, D. & Le Breton-Miller, I. Management Insights from Great and Struggling Family Businesses, Long Range Planning, December 2005, 38(6), Le Breton-Miller, I. & Miller, D. The Most Successful Form of Enterprise, in L.E. Shefsky & J.L. Ward (eds.), 2005 Kellogg Family Business Conference: Best Practices & New Ideas, May 17-18, Evanston (IL): Kellogg School of Management / Northern Trust / Duff & Phelps, 2005, pp Miller, D. & Le Breton-Miller, I. How to bridge the gap when two partners have opposing visions for the company s operation (case), Families in Business, July/August 2005, no. 21, Miller, D. & Le Breton-Miller, I. Managing for the Long Run: Lessons in Competitive Advantage from Great Family Businesses. Boston, MA: Harvard Business School Press, o Japanese translation, Random House Kodansha, 2005; o Italian translation, Mantenere il Successo, ETAS (RCS Libri), 2005; o Spanish translation, Gestionar a Largo Plazo, Ediciones Deusto, 2006; o Chinese translation, The Commercial Press, 2006; o Korean translation, Minumsa Press, 2009; o French translation, Réussir dans la durée : Leçons sur l avantage concurrentiel des grandes entreprises familiales, Les Presses de l Université Laval (PUL), JP Morgan Private Bank top 10 Sixth Annual Summer Reading List, Miller, D.; J. Hartwick & Le Breton-Miller, I. How to detect a management fad and distinguish it from a classic, Business Horizons, July-August 2004, 47(4): o Reprinted in J.A. Wagner III & J.R. Hollenbeck (Eds.), Readings in Organizational Behavior, New York )NY): Routledge, Le Breton-Miller, I.; Miller, D. & Steier, L. Towards an Integrative Model of Effective FOB Succession, Entrepreneurship, Theory & Practice, Summer 2004, 28(4): Miller, D.; Steier, L. & Le Breton-Miller, I. Lost in time: Intergenerational Succession, Change and Failure in Family Business, Journal of Business Venturing, July 2003, 18(4): o Reprinted in The Family Business Research Handbook. Poutziouris. P.Z., Smyrnios, K.X. and Klein S.B. (Eds.), Cheltenham (UK), & Northampton (MA, USA): Edward Elgar Publishing, 2006, pp CV ILB (December 2012) 5/11

6 o Translated and adapted in French: Trois modèles classiques d'échec de la succession intergénérationnelle dans l'entreprise familiale, Revue Internationale de Gestion, Septembre 2004, 29(3): FBN Research Honours 2006 finalist for the best published article on family business practices. Miller, D. & Le Breton-Miller, I. Challenge and Advantage in Family Business, Strategic Organization, February 2003, 1(1): Chaussé, R.; Le Breton, I. & Tahmi, E. Les entrepreneurs, une affaire de famille, ASAC - Entrepreneurship, 1994, 15(15): Working Papers Le Breton-Miller, I & Miller, D. The Arts and Family Business: A Resource Based- Perspective, Working Paper, November Minichelli, A., Miller, D., Le Breton-Miller, I., Pittino, D. & Corbetta, G. Talent-Based and Conflict Perspectives in Family Firm Governance: Performance Implications of Blending Leadership and Ownership Options, Working Paper, October Le Breton-Miller, I & Miller, D. The Two Faces of Socio-Emotional Wealth, Working Paper, October Le Breton-Miller, I. & Miller, D. Socioemotional Wealth across the Family Firm Life- Cycle, Working Paper, August Le Breton-Miller, I. & Miller, D. Managing the Paradox of Resource Vulnerability: Considerations for Organizational Curatorship, Working Paper, July Miller, D.; Le Breton-Miller, I.; Lester, R.H. & Cannella, Jr, A.A. To reap or to sow? Governance, strategy and performance in family versus founder businesses, Working Paper, November Family Firm Institute (FFI) Best Unpublished Research Paper Award, Miami 2007 (May 2007 version). Le Breton, I. Causes perçues d'épuisement et de survie professionnelle chez des enseignants du secondaire, M.Sc Thesis, HEC Montreal, 1995, 293p. Chaussé, R.; Le Breton, I. & Tahmi, E. Étude exploratoire sur les entrepreneurs diplômés HEC, HEC Montreal, Working Paper #94-05, 45p. Le Breton, I. & Tahmi, E. & Chanlat, J.F. L'acculturation des étudiants étrangers: le cas de l'école des HEC de Montréal, HEC Montreal, CETAI, Working Paper #93-08, 42p. CV ILB (December 2012) 6/11

7 Le Breton, I. L'épuisement professionnel ou le burnout: un aperçu critique des connaissances actuelles, HEC Montreal, Working Paper, 1988, 52p. Le Breton, I. Le PAE à la Fédération des caisses populaires Desjardins de Montréal, HEC Montréal, Case, 1987, 47p. Conference Papers Le Breton-Miller, I & Miller, D. Managing for the Long Run: Lessons in Competitive Advantage from Remarkable Family Businesses And some follow-up studies. Erasmus Centre for Family Business Opening Academic Symposium, Erasmus University, Rotterdam (Netherlands), November 30, Le Breton-Miller, I & Miller, D. The Two Faces of Socio-Emotional Wealth, Academy of Management 2012 Annual Meeting, Boston (MA), August Le Breton-Miller, I & Miller, D. Managing for the Long Run: Lessons in Competitive Advantage from Remarkable Family Businesses And some follow-up studies. Bordeaux (France), 12 th Annual IFERA World Family Business Research Conference Family Business Day Program, June 29, Le Breton-Miller, I & Miller, D. Doing Family Business Research. Bordeaux (France), 12 th Annual IFERA World Family Business Research Conference Doctoral & Faculty Development Consortiums, June 26, Le Breton-Miller, I. & Miller, D. Commentary - Heterogeneity, Complexity and Performance in Family Firms, Theories of Family Enterprise 2012 Academic Conference, University of Alberta, Edmonton (AB), May 23-25, Miller, D.; Le Breton-Miller, I. & Lester, R.H. Family Firm Governance, Strategic Conformity and Performance: Institutional versus Strategic Perspectives, Academy of Management 2011 Annual Meeting, San Antonio (TX), August Le Breton-Miller, I. & Miller, D. A Landscape of Family Business Issues: Positives, Negatives, and Types. The Doctoral & Junior Consortia, IFERA Conference, Lancaster (UK), July 6-9, Le Breton-Miller, I. & Miller, D. Commentary - Lumpkin & Brigham Long Term Orientation and Inter-temporal Choice in Family Firms, Theories of Family Enterprise 2010 Academic Conference, University of Alberta, Edmonton (AB), May 26-28, Le Breton-Miller, I. & Miller, D. The state of family business research: Currents trends and future directions, Family Firm Institute Annual Conference, New York 2009 Risky Business: Assessing and managing risk in the 21 st century family enterprise, New York (NY), September 23-25, CV ILB (December 2012) 7/11

8 Miller, D.; Le Breton-Miller, I. & Lester, R.H. Stewardship or Agency: A Social Embeddedness Reconciliation of Conduct and Performance in Public Family Businesses, Academy of Management 2009 Annual Meeting, Chicago (IL), August Le Breton-Miller, I. & Miller, D. Gaining access to family businesses and developing family business courses, The Doctoral & Junior Consortia, IFERA Conference, June 24-26, 2009, Limassol, Cyprus. Miller, D.; Le Breton-Miller, I. & Lester, R.H. Family versus Lone Founder Ownership and Acquisition Behavior in Publicly-Traded Companies, Academy of Management 2008 Annual Meeting, Anaheim (CA), August Le Breton-Miller, I. & Miller, D. Agency vs. Stewardship in Family Business: A Social Embeddedness Reconciliation, Theories of the Family Enterprise 2008 Academic Conference, University of Alberta, Edmonton (AB), June Miller, D.; Le Breton-Miller, I. & Lester, R.H. Divided Loyalties: Governance, Conduct and Performance in Family vs. Other Businesses, Academy of Management 2007 Annual Meeting, Philadelphia (PA), August Selected for the 2007 Academy of Management Best Paper Proceedings. Winner of the Best Family Business Paper Award, Academy of Management Conference Le Breton-Miller, I. & Miller, D. Managing for the Long Run, presented as keynote speakers at: o EMBA and MBA HR, Paris-Dauphine University, December 8 & 10, o Alberta Business Family Institute, ABFI Breakfast Series, Edmonton & Calgary, February 24-25, o EMBA and Faculty members-doctoral students, Paris-Dauphine University, December 11 & 15, o Management de l entreprise familiale (DESG HEC Montreal), Montréal (QC), June 10, o CIFA: Échange entre des entreprises familiales - Québec / France, Montréal, October 1-2, o SFU Business Segal Graduate School, Simon Fraser University, Vancouver (BC), November 1 & 2, o DSI Estate Planning, Ranchmen s Club, Calgary (AB), October 17, o The Korean Association of Small Business Studies (KASBS), Seoul (Korea), September 7, o Darden School of Business & Batten Institute, University of Virginia, Charlottesville (VA), May 8, o Fondation de l entrepreneursip, 24 e Colloque Annuel, Hôtel Bonaventure- Hilton, Montreal (QC), February 22, o Management de l entreprise familiale (DESG HEC Montreal), Montreal (QC), January 31, o Managing family enterprise (MBA University of Alberta), Edmonton (AB), November 23, o November Program, Loyola Family Business Center, Loyola University, Chicago (IL), November 18, CV ILB (December 2012) 8/11

9 o The Family Business Network 17th FBN Summit Building Success on Talent Attracting the Best Resources to Business Families, Cannes (France), September 21, o Rendez-vous HEC Montréal à Paris, Délégation Générale du Québec à Paris (France), June 6, o European Institute for Advanced Studies in Management (EIASM), 2nd Workshop on Family Firm Management Research, EDHEC Business School, Nice (France), June 1, o Winter Forum, Cox Family Enterprise Center, Kennesaw State University, Kennesaw (GA), March 1, o New Venture Creation & Organization (MBA University of Alberta), Edmonton (AB), November 8, o Ivey Research Series, University of Western Ontario, Richard Ivey School of Business, London (ON), November 1, o 22 nd CCSBE-CCPME Annual Conference, Fostering and Incubating Canadian Entrepreneurship, Waterloo (ON), October 28, o Family Firm Institute Annual Conference, Chicago 2005 Varied Architectures, Chicago (IL), October 21, o Canadian Association of Family Enterprise (CAFE), Family Business Day: Family Business A Competitive Advantage!, Ritz-Carlton, Montreal (QC), October 14, o 2005 Family Owned Business Forum, Grand Rapids Area Chamber of Commerce, Grand Rapids (MI), September 15, o 2005 Family Business Invitational Conference: Best Practices & New Ideas, Northwestern University, Kellogg School of Management, Evanston (IL), May 18, o The Business Entrepreneur: Succession/ Estate Planning Considerations, Society of Trust and Estate Planners of Alberta, Red Deer (AB), May 5, o CAFE Montreal (Canadian Association of Family Enterprise), April 20, o Visionary and Entrepreneurial Thinking (MBA HEC), April, 18, o Walter J. Somers Conference, HEC Montreal, April 6, Le Breton-Miller, I. & Miller, D. Priorities, Practices and Strategies in Successful vs. Struggling Family Businesses, Ethics, Families, Entrepreneurship, and the Corporation: How the Family Molds Capitalism (A conference in honor of Peter Bauer), Princeton University, Princeton (NJ), March 9-11, Miller, D.; Le Breton-Miller, I.; Lester, R.H. & Cannella, Jr, A.A. Family Involvement, Agency and Performance in the Fortune 1000, Academy of Management 2005 Annual Meeting, Honolulu (HI), August Le Breton-Miller, I. & Miller, D. Metrics to Manage for the Long Run, Corporate Values Summit, The Aspen Institute, Aspen (CO), June Le Breton-Miller, I. & Miller, D. When and Why do Family Businesses Outperform? Governance, Long-Term Orientations, and Sustainable Capability, Theories of the Family Enterprise 2005Academic Conference, University of Alberta, Edmonton (AB), June CV ILB (December 2012) 9/11

10 Le Breton-Miller, I. & Miller, D. Lessons from Great Family Businesses, 2005 Family Business Invitational Conference: Best Practices and New Ideas, Kellogg School, Northwestern University, Evanston (IL), May Le Breton-Miller, I.; Miller, D. & Steier, L. Towards an Integrative Model of Effective FOB Succession, Theories of the Family Enterprise 2002 Academic Conference, Wharton School, University of Pennsylvania, Philadelphia (PA), December Miller, D.; Steier, L. & Le Breton-Miller, I. Lost in time: Intergenerational Succession Change and Failure in Family Business, Theories of the Family Enterprise 2001 Academic Conference, University of Alberta, Edmonton (AB), September Awards and distinctions Journal of Management Studies Best Paper Prize for 2011, received in Chenelière Éducation / Gaëtan Morin 2011 Prize (Prize for best researcher at the rank of Associate Professor at HEC Montreal). Family Firm Institute (FFI) Best Unpublished Research Paper Award, New York Outstanding Paper Award Winner at the Literati Network Awards for Excellence New Hot Paper in Economics and Business by Essential Science Indicators of Thomson Science Watch (representing 0.1 of 1% of the most cited articles for the years 2007 & 2008). Best Family Business Paper Award, Academy of Management Conference Family Firm Institute (FFI) Best Unpublished Research Paper Award, Miami FBN Research Honours 2006 finalist for the best published article on family business practices. JP Morgan Private Bank top 10 books Sixth Annual Summer Reading List, Grants Social Sciences and Humanities Research Council -- SSHRC ( ). Standard research grant with Prof. Danny Miller: When do family firms succeed? (94,000$CA). Social Sciences and Humanities Research Council -- SSHRC ( ). Standard research grant with Prof. Danny Miller: Governance, Strategy and Performance in North American Family Firms: An Embeddedness Reconciliation (56,000$CA). Social Sciences and Humanities Research Council -- SSHRC ( ). Graduate scholarship (partly declined). Tanaka Business School, Imperial College London ( ). Graduate scholarship. CV ILB (December 2012) 10/11

11 Professional and scientific associations Academy of Management Certified Human Resources Professional and Certified Industrial Relations Counselor Association of Quebec Family Firm Institute (FFI) CV ILB (December 2012) 11/11