Events


Charlotte | Boards in Family Businesses: Composition, Non-family Members, & Twists and Turns

Tuesday, May 21, 2019
04:45 PM - 07:30 PM EST
Bank of America Corporate Center
100 N Tryon Street, 59th Floor Dining Room
Charlotte, NC 28255

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Overview

The purpose of this event is to discuss the unique attributes and requirements for boards of directors in family businesses. Toward this aim, the panelists represent a wide array of backgrounds and companies including multi-generational as well as founder-led and even employee-owned businesses from various industries. During our discussion, we will not only address the common questions such as board member qualifications, board composition and non-family involvement, but also the more challenging ones including how to create a culture of open dissent while maintaining high levels of trust and effective decision making.

THANK YOU TO OUR SPONSOR!

BofA_Private_Bank

Panelists

Miller

Dr. Stephen Miller
Co-Founder
The
Family Enterprise Center at UNC Kenan-Flagler

Steve Miller is a family business expert, co-founder of the Family Enterprise Center at UNC’s Kenan-Flagler Business School, and Adjunct Assistant Professor of Organizational Behavior. His research focuses on next-generation leadership development in family-owned enterprises.

Steve works with family businesses and his students to help them create world-class, sustainable enterprises. His approach is to collaborate with family business leaders to develop and employ strategies designed to align business, family, and ownership goals. He draws on his 35 years of experience as the top non-family executive of the Vanderbilt/Cecil family-owned Biltmore Estate in Asheville, N.C., where he played a key role in making Biltmore the most visited historic home in the United States, with over 1.5 million visitors each year.

Steve is president of GenSpan, Inc. in Asheville, NC. In that role, he consults on succession planning, leadership training, and strategy for The Biltmore Company and a number of other large family business clients. He is the Chairman of the Board of Draper & Kramer, a family-owned real-estate development and management firm in Chicago.

Professor Miller earned his PhD in management at Case Western Reserve University. He graduated Phi Beta Kappa from the undergraduate business program at UNC Kenan-Flagler and completed the Advanced Management Program at Harvard Business School.

Anderson

Cindy Anderson
Founder & Managing Partner
Thinc Strategy

Cynthia Anderson brings over 25 years of proven professional success to Thinc Strategy and her clients. As the President of Thinc Strategy, Cindy is focused on providing clients with the tools and knowledge to evolve their organization through the various life cycles of a successful business.

Cindy began her career in corporate finance, excelling in developing financial strategies and business process improvements. She soon learned her interests went beyond the numbers and she began focusing energy to grow operations and business development. Over time, Cindy realized she could help other firms and started a CPA practice that focused on professional service firms. That strategic insight helped Cindy quickly grow her practice and gain the attention of a leading national accounting firm. In 2008, Cindy sold her practice and began the transition of the CPA firm to RSM McGladrey.

The sale and transition of the CPA firm reinforced Cindy’s desire to develop a company where she could help her clients grow and transition their businesses. In 2013, she did exactly that, launching Thinc Strategy, designed to help business leaders and management teams grow and strengthen their corporate value. Cindy has worked with firms developing successful business and financial strategies in over 26 countries with sales from $1 million to $375 million. Cindy has personally bought and sold businesses as well as advised clients through reaching their transition goals.

Over her career, Cindy has been inside organizations as an employee, leader, and owner of five companies. These various roles have given Cindy the unique insight into what it takes to successfully manage, grow, lead, and transition a business. Cindy truly embodies Thinc Strategies commitment to provide insightful strategies with measurable results.

Tyler

Katie Tyler
Founder
Tyler2 Construction

Tyler 2 Construction Founder, Katie Tyler has over 40 years of experience in retail and commercial construction.

Katie was born in Eustis, FL, lived in NC and GA before moving to Japan where she attended Junior High and High School. Returning to the US, she obtained a Bachelor’s degree from Rutgers University. Returning home to her southern roots in NC, Katie began her career in textile color separation, retail store planning and retail marketing and design.

In 1983, Katie founded Inside Moves, which evolved into Tyler 2 Construction. Tyler 2 is a commercial construction company providing service in the NC and SC markets. Katie’s leadership skills and ability to motivate associates have resulted in numerous local, regional and national awards. In September 2016, ownership of Tyler 2 transitioned to a longtime associate, strategically groomed for the position over a 10 year period.

Katie is married to Scott Tyler, owner of Lead Dog Realty, a full service residential real estate firm. They have three dogs. Her non- work activities include community service, playing bridge, motorcycling, ballroom dancing, skiing, hiking, horseback riding and traveling.

Leichtweis

Charlie Leichtweis
Founder
Experts in How LLC

Charlie Leichtweis is the founder of Experts in How LLC, a business consultancy focused on helping businesses with HOW to identify, prioritize, and eliminate/mitigate their barriers to sustainable profitable growth.

Charlie has over 30 years of Global, Strategic, Operational, and Financial leadership experience with a record of success in helping organizations achieve sustainable profitable growth. Prior to Experts in HOW, Charlie shared his experiences as an advisor to clients as a Partner with Phoenix Strategic Advisors and Managing Director of Process Solutions, Inc., He has held a number of C Suite roles including, CEO and President of The Testor Corporation, COO of North American Wholesale Group of Blyth Inc., CFO of Rand McNally Book Services, and CFO and Comptroller of Rust-Oleum Corp.

Charlie has significant experience in strategy development and execution, alignment of strategy with process, leading global sourcing and operations, business transformation, driving growth, and creating a culture of continuous improvement. His deep international experience includes managing sourcing and manufacturing organizations in North America, China, Southeast Asia, and Europe and he maintains business relationships in those areas of the world.

Charlie is the author of top selling books on business, a popular speaker and serves as a member of the Board of Directors for private companies.

He is one of those rare individuals who can help your organization understand WHAT needs to be done, and can enable your organization with HOW to do it.

Moderator

Pieper

Dr. Torsten Pieper
Associate Professor of Management
UNC Charlotte - Belk College of Business

Torsten M. Pieper is Associate Professor of Management in the Belk College of Business at The University of North Carolina at Charlotte. Before joining UNC Charlotte, Dr. Pieper was an associate professor at Kennesaw State University where he was Academic Director of the Doctor of Business Administration (DBA) Program and Research Director for the Cox Family Enterprise Center. Dr. Pieper is President of the International Family Enterprise Research Academy (IFERA), the largest network association of family business researchers in the world, and Editor-in-Chief of the scientific publication Journal of Family Business Strategy (JFBS). His research and writings have been recognized with numerous national and international awards. Dr. Pieper grew up in a multinational family business (a manufacturer of building materials) and is fluent in German, French and English. He frequently works with business families and their advisors on varied topics such as strategic planning, next generation education and maintaining family cohesion in diverse industries and geographic contexts. Dr. Pieper earned his two Master of Science degrees from Saarland University (Germany) and EM LYON Business School (France), and a Doctorate from EBS University of Business and Law in Oestrich-Winkel (Germany). He is a founding member of the Charlotte Chapter of the US Private Directors Association (PDA) and currently serves as co-chair of the Programs Committee. Dr. Pieper lives in Charlotte with his wife and their two daughters.

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