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Presented by the Family Enterprise Center,
Preparing Next Generation Family Business Leaders
January 2017
Become a part of our network


Get a great to start to the new year by working on your family's shared vision and by joining us for class.


Begin by discovering 6 tips for creating a shared vision for your family business. Lack of a shared vision is one of the most significant threats to the sustainability of a family business through multiple generations of family ownership. Read more on our blog.


Join us in class to learn from the experiences of our fantastic class speakers. Our class meets from 2:00-3:30 on the following dates.   Please note: since our last communication, we have added new speakers for Wednesday, April 5 and Wednesday, April 19.

Wed, February 1:  Entrepreneurship: Growing the Family Business
Speaker:  Leah Wong Ashburn, UNC '92, CEO, Highland Brewing Company, Asheville, NC

Wed, February 8:  Transgenerational Entrepreneurship
Speaker: Ted Wentz, MBA '08, Started a new business in 2010, Firecraft, partnering with his family's firm, Quadratec, West Chester, PA

Wed, February 15:  Family Cohesion and Strategy
Speaker:  Dr. Torsten M. Pieper, Associate Professor, Management & Entrepreneurship, Kennesaw State University

Wed, February 22:  Professionalizing the Family Firm
Speaker:  Paul Leone, CEO, The Breakers, Palm Beach, FL

Wed, March 1:  Succession:  The Next Generation
Speaker:  Durant Bell, UNC '02, Principal and Executive Vice President, Bell Partners, Greensboro, NC

Wed, March 8:  Succession: The Transfer of Power and the Role of the Incumbent Leader
Speaker:  Ken Aldridge, Chairman of the Board, Aldridge Electric, Libertyville, IL

Wed, March 29:  Honoring the Principles of Family Business and Growth for Four Generations
Speaker:  Pamela Mars Wright, Member of the Board of Directors & Chairman Emeritus, Mars, Incorporated, McLean, VA

Mon, April 3:  Governance, Financial Considerations, and Valuation
Speaker:  Michael Jacobs, Founder and CEO, Jacobs Capital, and Professor of the Practice of Finance, Kenan-Flagler Business School

Wed, April 5:  Family Governance over Three Generations
Speakers: The Honorable Francis X. Kelly, Jr.,Chairman and Co-Founder, Frank Kelly, CEO, KELLY, Sparks, MD, Frankie Kelly BSBA '14, MAC '15 and Stephen Kelly BSBA '17

Wed, April 12:  Transfer, Estate, and Gift Tax Planning
Speaker:  Dean Doug Shackelford, Meade H. Willis Distinguished Professor of Taxation

Wed, April 19: Governance and the Enterprising Family
Speaker:  Forrest Bailey, President and CEO, Draper & Kramer, Chicago, IL

Wed, April 26:  Beginning the Journey as a Next Generation Leader
Speakers:  Vernon Grizzard, BSBA '75, Chairman Emeritus, G&L Holdings, Inc., Rome, GA and Davis Grizzard, BSBA '09, Director of Grain, Grain Craft, Chattanooga, TN

RSVP to Lauren Willets if you are interested in attending class.


Cooper Biersach JD/MBA '96 ▪ Director & Co-Founder, Family Enterprise Center ▪ UNC Kenan-Flagler Business School
Campus Box 3440 ▪ 400 A The Kenan Center ▪ Chapel Hill, NC  27599-3440
919.619.4247 ▪ biersach@unc.edu ▪  www.linkedin.com/cooperbiersach  ▪ www.familyenterprise.unc.edu