About the Event

Join the Family Enterprise Center and your family business peers to create a clear and actionable ownership strategy for the future of your family enterprise.

The Forum will be a hands-on experience to help you:

• Learn and work together with your family on critical ownership issues for the future
• Examine your ownership purpose, goals, and shared vision
• Explore new ways to view your core capital (human, financial, and enterprise)
• Identify areas that need more clarity or greater alignment within your ownership group
• Define your future ownership strategy
• Build relationships with other families
• Leave with actionable next steps

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.

When:

Thursday, October 10, 8:30 am – 4:30 pm, followed by 5:30 – 8:30 pm reception and dinner

Friday, October 11, 8:30 am – 3:30 pm

Location: UNC Kenan-Flagler’s Rizzo Conference Center

Highlights of this year’s forum include:

• Case Study:       Ownership Strategy and Generational Transitions at Sargento Foods, Inc., Josh Gentine, Third Generation, UNC MBA ’13
• Faculty:
  • Peter Begalla
  • Cooper Biersach, Co-Founder of the Family Enterprise Center
  • Dr. Stephen P. Miller, Co-Founder of the Family Enterprise Center
  • Amelia Renkert-Thomas (author of Engaged Ownership: A Guide for Owners of Family Businesses)
• Exercises designed to help families address critical ownership strategy topics
• Group discussion with similarly-situated families
• Luncheons on both days designed to promote one-on-one discussion with other families
• Reception and seated dinner at the Dubose House at the Rizzo Center
• Executive classroom meeting space at UNC Kenan-Flagler’s Rizzo Conference Center

"The UNC Family Business Forum is time very well spent on the business of the business and business of the family. The venue is ideal. The presentations are thought-provoking. And the takeaways help focus me and my family on priorities for our family business. Absolutely worth the time."

-Craig Stephenson - President and CEO, Cary Oil