12:00 - 1:30 p.m. ET | Virtual | $500 individual, $1500 family group of up to 4, $250 for additional participants beyond the family of 4
Participants will examine the importance of articulating a shared purpose; defining a clear, compelling ownership vision; and creating explicit goals for growth, liquidity, and control. The course examines how ownership priorities influence strategy, capital allocation, governance structures, and leadership selection over time. The program will focus on clarifying ownership roles, decision rights, and governance to support effective communication and long-term continuity.
Rizzo Conference Center, Chapel Hill, North Carolina
The Forum will be a hands-on experience to help you step away from your daily responsibilities to focus on the future of your family enterprise. Explore multiple aspects of your family enterprise: ownership, family, business, and self – to determine what is working well and where you may need to make changes in the future. Learn from business school faculty with the goal of applying current research and thought leadership to your own family enterprise. Build relationships with other families. Leave with tangible next steps and an accountability plan. The Forum will be helpful for owners of family enterprises at every stage of growth. Participants will find it useful to bring multiple family members from more than one generation. Non-family executives will also benefit from this program.
12:00-1:30 p.m. ET | $500 individual, $1500 family group of up to 4, $250 for additional participants beyond the family of 4
This masterclass will explore how strategy is different in a family enterprise. Topics include how owner goals affect the strategy and growth trajectory of the business, the importance of strategic thinking in creating competitive advantage, and the critical role organizational culture plays in the execution of strategy.
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