Shaping Leaders, Driving Results

UNC Kenan-Flagler Business School


The Family Enterprise Center's 4th Annual Family Business Forum

Date: 11/3/2017
Time: 8:30 AM to 5:00 PM

The Family Governance Journey

Join the Family Enterprise Center and your family business peers to begin or enhance your family governance journey! 

Three generations of the Kelly family, KELLY, Sparks, MD will share their governance journey at the Forum.

Who Should Attend: The Forum will be helpful both to families who have not yet begun to address family governance (i.e, family meetings, family policies, family constitution, family council) and to those families who have some of the elements of family governance in place. The Forum will provide families an opportunity to assess the current state of their family governance, determine what the future of their family governance should be, and begin planning the next steps to get to their desired future state. Participants will find it particularly useful to bring multiple family members from more than one generation.

When: Friday, November 3, 8:30 a.m.-5:00 p.m (Cocktail reception on Thursday, November 2, 5:30-7:00 p.m.)

Location: UNC Kenan-Flagler’s Rizzo Conference Center - Beginning August 2, overnight rooms may be booked on-line or by calling 919-913-2098.

Highlights of this year’s Forum include:

  • Executive classroom meeting space at UNC Kenan-Flagler’s Rizzo Conference Center
  • Luncheon designed to promote one-on-one discussion with other families
  • Informal gathering the night prior to the event
  • Case study shared by 3 generations of the Kelly family, KELLY, Sparks, MD
  • Facilitation provided by Dr. Stephen P. Miller and Cooper Biersach, Co-Founders of the Family Enterprise Center
  • Exercises designed to help families craft an actionable family governance plan with immediate next steps
  • Group discussion with similarly-situated families
  • Pre-meeting preparation materials

Forum Cost: $1,000 per person or $2,500 per family (up to 4 participants, additional participants at $500 each) – includes continental breakfast, lunch, cocktail reception the night before the meeting, and meeting materials.

Scholarships are available.  Please contact Lauren Willets at for more information.

Read more about this year's Forum:

Our research shows that families with open, transparent communication and a clearly articulated shared vision are more likely to develop successful next generation leaders. 

Families who implement thoughtful family governance plans that include family meetings and appropriate family policies are more likely to be successful from generation to generation.


  • How can you find time to create a family governance plan that helps your family communicate more effectively?

  • How can you create a family climate in which family members are encouraged to openly express their opinions and listen to one another?

  • How can you help your family find time to get beyond small talk to talk about issues of importance?

  • How can you help your family celebrate its success, educate future generations, and prepare the company for the challenges and opportunities ahead?

This year’s Family Business Forum is designed to help you address each of these questions. 

Based upon the enthusiastic feedback from past Forum participants, the Family Enterprise Center has expanded this year’s Forum from a half-day to a full day event that will include a live case study, more group discussion time, and more time for families to craft their own actionable family governance plans.

Hear from one of last year's Forum participants:

“The Family Business Forum was a great event for our family to attend.  Academic content was delivered in an approachable way, while facilitated working sessions spurred thoughtful discussion of multigenerational issues.  Senior members of the family appreciated the Center’s approach of informing and developing next gen leaders using a balanced blend of academic theory and practical application.  All members of the family found great value in the event and we look forward to spending more time in Chapel Hill at future Forums and FEC events.”

-Phillip Sable, MBA ’13, Martin Sprocket & Gear, 3rd generation (Arlington, Texas)



Rizzo Conference Center


Lauren Willets