Engage in a deep-dive session with a subject matter expert.
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.
Speakers
Heather Parbst, CLA
Marshall Stein, CLA
Key Learnings
+ Steps to Take Well Before a Transition
+ 4-Pillar Framework to Implement
+ Considerations with Internal Succession or External Exits
Speaker
Michael Barnes, President, Unique Background Solutions
Key Learnings
+ Avoiding Legal Pitfalls from Fair Credit Reporting Act (FCRA) Compliance
+ Common Misconceptions on Record and Background Searches
+ Changes to Marijuana Laws and Federal Workplace Policies
Speakers
Sam Brownell, Founder and CEO, Stratus Business Advisors
Amanda Monschein, COO, Stratus Business Advisors
Key Learnings
+ Tactical Strategies for Seamless Succession Plans
+ Knowing Your Transition Options (ex. Family, Key Employees, ESOP, Coop, PPT)
+ Removing Yourself from the Business & Segmenting Responsibilities
Speakers
Entrepreneurial Operating System (EOS) Team
Key Learnings
+ Building Trust and Clarity Through Consistent Leadership
+ Setting Clear Expectations to Hold People Accountable
+ Developing Your Team Through Effective Feedback
Speaker
Tommy Battle, Founder, Battle Business & Leadership Coaching
Key Learnings
+ Using Data to Define and Activate the Key Drivers of Enterprise Value
+ Crafting a Strategic Plan to Increase Your Business’ Value
+ Addressing Major Drains on Your Business’ Valuation
Speaker
Joshua Rogers, Employment Counsel, Sands Anderson
Key Learnings
+ Review Gold-Standard Documentation Protocol to Avoid Litigation
+ Understand the Most Popular Discrimination Laws Used by Aggrieved
+ Learn from Timely, Real-Life Examples in the News & Case Law
Speakers
Jeremy Spidell, Director of Client Engagement, Truist Leadership Institute
Jenni Marsh, Director of Consulting, Truist Leadership Institute
Key Learnings
+ Behind-the-Scenes Campus Tour of the Truist Leadership Institute
+ The Power of the Institute for Developing Leaders
+ 1 Hour Hands-On Executive Leadership Course
Speakers
Jay Turner, Co-Founder, LongRun Solutions
Matt Waterman, Co-Founder, LongRun Solutions
Key Learnings
+ Learning the building blocks of a strategic growth plan
+ Proven ways to create value for both your customers and stakeholders
+ How to approach new customers, channels or markets
Speaker
Sheryl Kuczynski, Owner, Pearl Theory LLC
Key Learnings
+ How to Shine on LinkedIn in 2025
+ 1 Year of Content Ideas for Professionals & Businesses
+ 2 Downloadable Content Calendars & 2 Marketing Checklists
Speaker
Emma Browning, Founder, Paradox Consulting Partners
Key Learnings
+ Redefining Productivity in a Post-Hybrid, Post-AI World
+ Communicating Clear Expectations to Employees
+ Management Skills for a Thriving Work Environment
Speaker
Roy Richards, Chairman, Southwire
Key Learnings
+ Company Board Formation
+ Efficient Board Management
+ Utilizing Governance Effectively
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.
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
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.
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
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
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.
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
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.
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?
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.
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.
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.
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?
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.
Speaker
Jason Clubb and Josh Kwasny, All Forward Group
Key Learnings
+ Attracting the right people to your organization.
+ Rewarding people who fit your culture and are great at what they do.
+ Tackling your toughest people issues with confidence and consistency.
+ Structuring your business so employees have clarity about their roles.
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.
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.
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.”
“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.”