2016 Fall Forum

Dinner • Tuesday, November 1, 2016
Shreveport Club • 6:30pm, Cocktails • 7:00 PM, Dinner
Speaker: Dr. Chris Holoman, President of Centenary College
"My Vision for Centenary in 2017"

Breakfast Workshop • Wednesday, November 2, 2016
Centenary College Whited Room • 8:00 AM 
Speaker: Dr. Otis Baskin, Family Business Consulting Group
"The Stages of Good Governance" 

Otis W. Baskin, Ph.D., a consultant from the Family Business Consulting Group, brings extensive experience in management and governance/decision-making issues in family businesses. His primary expertise is in helping business-owning families create plans for leadership succession and develop next generation leaders.

Dr. Baskin is an Emeritus Professor of Management at Pepperdine University where he served as Dean from 1995 to 2001. His scholarly achievements include seven books, as well as numerous academic articles and published papers in the areas of organizational communication and family business.  His latest book is Effective Leadership in the Family Business, coauthored with Craig Aronoff. Read more about Dr. Baskin here.


2017 Winter Forum

Dinner • Tuesday, January 31, 2017
Shreveport Club • 6:30pm, Cocktails • 7:00 PM, Dinner
Speaker: Lee Michael Berg and Sons, Owners of Lee Michaels Fine Jewelry
"Generational Transitioning at Lee Michaels Fine Jewelry"

Breakfast Workshop • Wednesday, February 1, 2017 
Centenary College Whited Room • 8:00 AM  
Speaker: Dr. Joshua Nacht, Family Business Consulting Group
"Family Champions and Champion Families" 

Joshua Nacht is a consultant with the Family Business Consulting Group. He brings a complementary mix of skills, attributes, and experience to his roles as steward, scholar, and consultant to family enterprises. Joshua facilitates effective group process by working with families to promote idea advancement by integrating diverse perspectives, and to help families develop their own lasting solutions to their challenges. He utilizes a systems-based approach to work with the complexity and opportunity to present in family businesses. Read more about Dr. Nacht here.


2017 Spring Forum

Dinner • Tuesday, April 11, 2017
Shreveport Club • 6:30pm, Cocktails • 7:00 PM, Dinner
Speaker: Richard Lipsey and Laurie Lipsey Aronson, Owners of Lipsey's and Haspel Clothing
"History of Steinberg's and Lipsey's"

Breakfast Workshop • Wednesday, April 12, 2017 
Centenary College Whited Room • 8:00 AM 
Speaker: Greg Greenleaf, Family Business Consulting Group
"To Sell or Not to Sell: Knowing the Right Reasons to Exit the Family Business"

Greg Greenleaf is a principal consultant with The Family Business Consulting Group where he is an expert on succession, governance and professionalization of the family business. His highly collaborative approach and deep knowledge of family business make him a tremendous resource for clients with complex transition issues.

Greg comes from a family business, where as president of one of his family’s businesses, he learned firsthand the rewards, challenges and pitfalls of running a family business, including the critical importance of issues such as succession planning, strategic planning and fostering healthy family business relations. Read more about Greg Greenleaf here.


2017 Summer Lagniappe Series

Breakfast Workshop • Thursday, May 25, 2017
Centenary College Whited Room • 8:00 AM
Speaker: Larry Little, Origin Bank
"Current Trends in Banking"

Larry Little joined Origin Bank (formerly Community Trust Bank) in 2010 as the Regional President. He began his career as a member of Commercial National Bank’s Management Training Program in 1993. He received formal credit training and was promoted to Commercial Lender in January 1994, and remained with the organization through four separate merger events (Deposit Guaranty, First American, AmSouth, Regions). He was promoted to Commercial Sales Manager for the Ark-La-Tex Region of Regions and remained in that role until leaving the organization in December 2009. Larry received a Bachelor of Science in Accounting from Southern Arkansas University and received his MBA from Louisiana Tech.

 

Breakfast Workshop • Thursday, June 22, 2017
Centenary College Centenary Room, Bynum Commons • 8:00 AM
Speaker: John McCollum, CFA, Senior Vice President of Investments, Argent Financial Group
"Trends in Investment Management"

John McCollum joined Argent Financial Group in 2015 as Senior Vice President-Investments. John is primarily responsible for assimilating investment management services with a focus on Argent’s western region including Texas, Louisiana, and Oklahoma. Prior to Argent, John founded and served as Partner of Wynden Capital Management, LLC where he continues to have ownership and provides advice and counsel to that team and the clients they serve.  John has more than 20 years of trust and investment experience.

John has served as director and member of the investment committee, and Chief Investment Officer for Heritage Trust Company, an Argent Financial Group company, in Oklahoma City, OK.

John has a master’s degree in business administration from the University of Texas and bachelor’s degree in political science from Vanderbilt University. He holds the Chartered Financial Analyst® designation.

 

Breakfast Workshop • Friday, July 21, 2017
Centenary College Whited Room • 8:00 AM
Speaker: Brian Carnie, Kean Miller Attorneys at Law
"Trumpcare and Other Labor and Employment Developments in the First 200 Days"

A 1995 graduate of Case Western Reserve University Law School, Brian Carnie is a partner in the Shreveport office of Kean Miller in the labor and employment group who represents employers of all sizes in the private and public sectors. His practice is dedicated exclusively to representation of management’s interests in virtually all aspects of labor and employment law. In addition to his litigation practice, Carnie also guides employers through complex employment matters such as disability and leave issues, workforce reorganizations/layoffs, wage and hour investigations, and I-9 audits and routinely represents management in collective bargaining, union grievances, and arbitrations.

 

Breakfast Workshop • Wednesday, August 23, 2017
Centenary College Whited Room • 8:00 AM
Speaker: Robert Dean, Heard, McElroy & Vestal
"Tax Changes and the Family Business"

Robert has worked in the accounting industry for over 25 years and currently serves as the Managing Partner at Heard, McElroy & Vestal. His primary focus includes taxation and business valuation, specifically mergers & acquisitions of closely-held businesses. In addition to being a Certified Public Accountant, Robert is one of a very limited number of CPAs that carry the Accredited in Business Valuation (ABV) designation.

Robert graduated with a Bachelor of Science from Northeast Louisiana University in 1987 and went on to receive a Bachelor of Science in Accounting and Finance from Louisiana State University in Shreveport in 1989. Prior to joining Heard, McElroy & Vestal in 1993, Robert worked with Arthur Andersen & Company. Robert was elected as partner in 1997, then served as Partner-in-Charge of the Tax Department from 2004 until 2009 before being elected to Managing Partner in 2009.

Contact Info

Pat Gallion

Jackson Hall, Suite 210