Strategic Workshops

Engage in a deep-dive session with a subject matter expert.

How are you staying strategic with your business?

Strategic Workshops hosted by the Center offer you and your leadership team a chance to learn and dive-deep on a particular subject.

All workshops are designed to help you plan, strategize, and find key-learning that you can apply to your business. Workshops are offered in-person, or virtually and can be attended by any employee from a company with an active membership.

Past Workshops Hosted by the Center for Private Business

Avoiding Burnout in the Workplace

MARCH 2024

Speakers
Dr. William T. Lewis, Founder, The Culture of Belonging Framework
Drew Hancock, Director, Frank L. Blum Construction Company
Tess Sekhar, Talent Consultant

Key Learnings


+ Learn about the symptoms of burnout so you are able to spot them in your employees or teams.
+ Discuss the framework to help address or avoid burnout and learn strategies to combat burnout.
+ Discuss real-world examples of how this framework has succeeded.

Engaging the Enneagram System to Build Effective Teams

FEBRUARY 2024

Speaker
Christopher Copeland, Enneagram Educator, Illuminating Paths, LLC

Key Learnings


+ Enneagram Essentials
+ Strengths & Challenges of Enneagram Types
+ Communication Styles of the 9 Types
+ Building Effective Teams

Leveraging Al in Your Business

NOVEMBER 2023

Speakers
Joe Parrish, The Variable
Jodi Heelan, The Variable

Key Learnings


+ Understand the basics of AI and its impact on business operations and decision-making processes.
+ Identify the benefits and challenges of integrating AI into business strategies and how to overcome them.
+ Learn from real-world examples of leveraging AI and best practices for incorporating AI into business strategies.

The Art of Telling and Selling Your Story

AUGUST 2023

Speaker
Talitha Vickers, Kilpatrick Townsend

 

Key Learnings


Distilling a Narrative into a Compelling Story
Packaging Your Vision for Clients, Investors and Employees
Differentiating Your Brand from Competitors

 

Mastering Email Marketing Like a Pro

AUGUST 2023

Speaker
Sheryl Kuczynski, Pearl Theory

 

Key Learnings


Easy Fixes to Skyrocket Email Engagement
How to Rewrite Boring Subject Lines into Engaging Ones
Steps to Build Confidence in Campaign Creation

 

Creating a Culture of Feedback

MAY 2023

Speaker
Sarah J. Kromer, PLLC

 

Key Learnings


Creating a safe environment for feedback.
Instilling feedback loops into your business process.
Empowering your team with the correct tools.
Showing that feedback is valuable to your business.

 

Personal Finance for Employees

APRIL 2023

Speaker
Vaishali Shah, Founder and Coach, Copper Seed

Key Learnings


Maximizing Short & Long Term Finance Goals
Balancing Liabilities and Assets
Visualizing Compound Interest for Retirement
Differences Between IRA and Roth IRA Accounts

 

How Effective Leaders Understand & Work Through Conflict

DECEMBER 2022

Speaker
Sarah J. Kromer, PLLC

Key Learnings


A better understanding of how conflicts form and become aggravated.
Common approaches that people take to disputes and how these approaches can be understood in context.
Tools for communicating and working towards a productive resolution in our own conflicts, as well as assisting others experiencing conflict.

 

What’s Up with Inflation? Everything!

MARCH 2022

Speaker
John Fink and David Valentiner, First National Bank

Key Learnings


What is the current inflation rate environment?
Where do we think inflation is going?
What components of inflation are more permanent and what is more transitory?
Where do we think interest rates are going?

 

Building a Culture of Meaningful Mentorship

SEPTEMBER 2022

Speakers
Stacy Cassio, Pink Mentor Network
Tiffany Tate, Career Maven Consulting

 

Key Learnings


How to adopt a mentor mindset to attract, develop, and retain top talent.
The three types of mentorship every employee needs.
The six times in every career when mentorship is needed.
How to adopt a Mentor Mindset as a leader.
New strategies for serving as a mentor in today’s most successful companies.

 

Preparing the Next Generation for Philanthropic Giving

OCTOBER 2021

Speaker
Foundation for the Carolinas

Key Learnings


How to leverage gifts of business interests to catalyze philanthropic giving.
How to inspire philanthropy and empower individuals to create a better community.
Top year trends in philanthropy.
Lessons in charitable succession planning.

Using a D.E.I. Lens for Marketing

NOVEMBER 2021

Speaker
Shelley Willingham, The Diversity Movement

Key Learnings


Understand why inclusive marketing and language matters.
Learn how to align inclusive marketing with DEI objectives.
See the business benefits of inclusive marketing.
Understand the must-haves for an inclusive marketing strategy.

Valuation Planning Workshops

FEBRUARY 2021

Speaker
Tommy Battle, Financial Designs

Key Learnings


What is my business worth?
What is my business’ potential worth?
How can I craft a strategic plan to increase my business’ value?
How am I addressing the potential drains on my valuation?
How do I plan for the possible transfer of value to new owners, family or employees?

Inclusive Leadership with Diversity, Equity and Inclusion

NOVEMBER 2021

Speaker
Susie Silver, The Diversity Movement

Key Learnings


How to assess your culture intelligence.
Steps to recognize your own biases as a leader.
How to recognize the biases of the individuals on your team.
Ways to handle conflict management.

Your People Predicament

SEPTEMBER 2021

Speaker
Jason Clubb and Josh Kwasny, All Forward Group

Key Learnings


How do you attract the right people to your organization?
How do you reward people who fit your culture and are great at what they do?
How do you tackle your toughest people issues with confidence and consistency?
How do you structure your business so your people have clarity about their roles?

Marketing with Podcasts & Vlogs

NOVEMBER 2020

Speaker
Eric Green, Opin Interactive

Key Learnings


Crucial steps to make sure your content is seen and heard.
Successful Execution Through Action.
Rollouts & The Introduction of Micro-Content.
What needs to be done for your business to be camera or headphone ready.

 

Managing Stress as a Business Leader

OCTOBER 2020

Speaker
Steve Swavely, BB&T Leadership Institute

Key Learnings


Insights on how the brain reacts to stress.
What you can do to spend more time in growth and recovery.
Understand your brain in the danger zone.
Gain ideas to sustain yourself through challenging times.

Tracking Trends and Tangents in a Post-Pandemic Economy

OCTOBER 2020

Speaker
Ted Abernathy, Economic Leadership

Key Learnings


Real estate re-purposing
Relocating people and companies
Re shoring
Remote everything
Robots, ROI, and the Perils of Rising Risk

 

“I really enjoyed participating in the Tax Planning and Succession Event. The panelists were very knowledgeable and provided important information to consider when succession planning. One of the panelists brought one of his books, which he provided copies for all participants. The follow up conversations after the event were also interesting and sparked new relationships.”

Chad Sealey
SharpeCo

“In our time as Members of the Center for Private Business, the uplift in resources gained through the staff and the curriculum of the Center for Private Business have been invaluable. Even then, awareness gained and techniques introduced in the “How Effective Leaders Understand and Work Through Conflict” workshop definitely raised the bar! I firmly believe that it was the best half-day investment made for our leaders in a while, with credible, actionable skills gained.”

Ryan Burkett, Senior Partner
Stratagon