Events

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.

On September 29, the Family Enterprise Center will launch a unique roundtable for senior family business leaders who are contemplating or have already begun the transition away from day-to-day leadership. Built for C-suite leaders whose identity and purpose have long been shaped by their roles in the family enterprise, this peer group offers a space to explore new ways to use the talents, experience, and wisdom developed while leading the family enterprise. Through shared stories, research on aging well, and examples of successful transitions, members support one another in navigating this pivotal phase of life. Facilitated by Steve Miller, co-founder UNC Kenan-Flagler's Family Enterprise Center, the group is designed to bring together 8–12 seasoned leaders ready to design their own meaningful next chapter, not “retirement,” but a purposeful next act.

For more information contact Lauren Willets, director of the Family Enterprise Center.

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.

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.