Next Generation Leadership

Join us in Family Business class!

February 11, 2014 By Cooper Biersach

Cooper Biersach and Steve MillerJoin us for our 9th year of family business courses!

We invite you to join us on one of the below dates from 2:00 – 3:15 pm to hear one of our class speakers or from 12:30 – 1:45 pm for one of our Next Generation Leadership Roundtable lunches.  Please RSVP to Cooper at

Wednesday, February 19: Succession: The Transfer of Power and Culture Change, Speaker: Charles S. Luck, IV, CEO & President, Luck Companies, Richmond, VA.

Wednesday, February 26: Professionalizing the Family Firm, Speaker: Paul Leone, President and COO, The Breakers, Palm Beach, FL.

Wednesday, March 5: Strategy and Sibling Partnerships, Speaker:  Stephen Shuford, MBA ’97, Executive Vice President, Shurtape, Hickory, NC.

Tuesday, March 25 from 12:30-1:45:  Father and son team, Steve and Durant Bell, Bell Partners, will share the story of their company and how they work together as a father-son team. Presented by the Family Business Club.

Wednesday, March 26: Family Business Governance, Speaker: Dini Cecil Pickering, Vice Chair of Board of Directors, Biltmore Company, Asheville, NC.

Tuesday, April 1 from 4-6 pm: Private Company Boards: What They Do, Why They Do It, and How to Make Them Effective, visiting lecturer Roy Richards, Jr., board chairman of Southwire Company.

Wednesday, April 2: Governance, Financial Considerations, and Valuation, Speaker:  Michael Jacobs, Founder & CEO, Jacobs Capital and Professor of the Practice of Finance, Kenan-Flagler Business School.

Wednesday, April 9: Transfer, Estate, and Gift Tax Planning, Speaker: Doug Shackelford, Dean, Kenan-Flagler Business School, Meade H. Willis Distinguished Professor of Taxation, and director of the UNC Tax Center.

Wednesday, April 16: Professionalization, Culture, and Diversification, Speakers:  Chris Herschend, Vice Chairman of the Board, Herschend Family Entertainment, and Joel Manby, President and CEO, Herschend Family Entertainment.

Wednesday, April 23:  Next Generation Leadership, Speaker:  Thiago Penido, MBA ’09, Serveng Group, Sao Paulo, Brazil.

We hope to see you at Kenan-Flagler soon!

-Steve and Cooper