Presentation Topic: What Every Advisor To Family Enterprises Should Know

Date: Tuesday, November 12, 2024
Time: 11:45am - 1:00pm
Location: The University Club, 3100 Tower Boulevard, 17th Floor, Durham, North Carolina 27707
Speaker: Cooper Biersach & Lauren Willets

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THE DURHAM-ORANGE ESTATE PLANNING COUNCIL

TUESDAY, 11.12.2024 --- 11:45 AM -- 1:00 PM

THE UNIVERSITY CLUB, 3100 TOWER BOULEVARD, 17TH FLOOR

DURHAM, NORTH CAROLINA 

 

GUEST SPEAKERS:

COOPER BIERSACH & LAUREN WILLETS 

FAMILY ENTERPRISE CENTER 

PRESENTATION TOPIC: 

 What Every Advisor To Family Enterprises Should Know​

 

 

COOPER BIERSACH, CO-FOUNDER & ADJUNCT ASSISTANT PROFESSOR

Cooper Biersach is the Co-Founder of the Family Enterprise Center at The University of North Carolina’s Kenan-Flagler Business School. She teaches undergraduates and MBA students, facilitates roundtable peer groups, and delivers educational programming to multi-generational families.  Since 2009, Cooper has worked with over 1,000 next generation leaders and their families.  Drawing on her experience as a non-family executive, Cooper provides leadership coaching, succession planning, governance, and communication consulting to privately-held businesses and family enterprises.

Cooper served as the Senior VP, Worldwide Human Resources and a member of the Executive Committee of a family-owned company, Jack Morton Worldwide, a global brand experience and communications agency. In her role, she faced firsthand many of the challenges and opportunities of a family-run business — exponential growth, succession planning, leadership development, acquisitions, global pressures, and the transition of the business by sale to a publicly traded holding company (Interpublic Group). She is the founding director of the Carolinas Family Office Forum, a networking and educational peer group for top executives of family offices in North and South Carolina.

Cooper received her BA in English at UNC-Chapel Hill, followed by her MBA and JD with honors. She holds an executive certificate in Leadership Coaching from Georgetown University’s Institute for Transformational Learning and is an Associate Certified Coach with the International Coaching Federation.

 

LAUREN WILLETS, DIRECTOR

Lauren Willets is the Director of The Family Enterprise Center at the University of North Carolina’s Kenan-Flagler Business School. Lauren has worked in the Center since 2016.

Lauren received her BSBA from the University of North Carolina Wilmington and her Masters in Higher Education and Student Affairs from the University of South Carolina. Lauren was previously the Director of Student Programming for the Minor in Entrepreneurship at UNC. Lauren grew up with family businesses on both sides and her father served as a non-family executive for a few family owned companies throughout her childhood, so the Family Enterprise Center was a natural fit for Lauren. In addition to providing resources to students, building community, and event planning for the Family Enterprise Center, she serves as the advisor to the Undergraduate Family Business Club.

 

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