Action Learning Assocs., LLC v. Kenan-Flagler Bus. Sch. Exec. Educ. LLC

2025 NCBC 30
CourtNorth Carolina Business Court
DecidedJuly 2, 2025
Docket24-CVS-3280
StatusPublished

This text of 2025 NCBC 30 (Action Learning Assocs., LLC v. Kenan-Flagler Bus. Sch. Exec. Educ. LLC) is published on Counsel Stack Legal Research, covering North Carolina Business Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Action Learning Assocs., LLC v. Kenan-Flagler Bus. Sch. Exec. Educ. LLC, 2025 NCBC 30 (N.C. Super. Ct. 2025).

Opinion

Action Learning Assocs., LLC v. Kenan-Flagler Bus. Sch. Exec. Educ. LLC, 2025 NCBC 30.

STATE OF NORTH CAROLINA IN THE GENERAL COURT OF JUSTICE SUPERIOR COURT DIVISION ORANGE COUNTY 24CV003280-670

ACTION LEARNING ASSOCIATES, LLC,

Plaintiff,

v. ORDER AND OPINION ON MOTION KENAN-FLAGLER BUSINESS TO DISMISS FIRST AMENDED SCHOOL EXECUTIVE COMPLAINT EDUCATION LLC; HEATHER FREELAND; DAVID HOFMANN; STEPHEN HYDE, and DOES 1 through 5,

Defendants.

THIS MATTER is before the Court on Defendants Kenan-Flagler Business

School Executive Education LLC (“KFEE”); Heather Freeland; David Hofmann; and

Stephen Hyde’s (collectively, “Defendants”) Motion to Dismiss First Amended

Complaint (“Motion to Dismiss” or the “Motion,” ECF No. 15). Having considered the

Motion, the parties’ briefs, the arguments of counsel, the applicable law, and all other

appropriate matters of record, the Court concludes that the Motion to Dismiss should

be GRANTED in part and DENIED in part for the reasons set forth below.

Miano Law PC by Bert J. Miano for Plaintiff Action Learning Associates, LLC.

Ellis & Winters LLP by Jonathan D. Sasser and Kyle A. Medin for Defendants Kenan-Flagler Business School Executive Education LLC; Heather Freeland; David Hofmann; and Stephen Hyde.

Davis, Judge. INTRODUCTION

1. This case arises from the deterioration of a decade-long relationship

between two businesses in the corporate leadership and executive education industry.

For years, Plaintiff Action Learning Associates, LLC (“Plaintiff”) contracted with

KFEE to design and facilitate executive learning courses for KFEE’s clients,

including ExxonMobil. Plaintiff alleges that, beginning in 2022, KFEE began

infringing on Plaintiff’s proprietary material, soliciting Plaintiff’s current and former

employees, and misrepresenting the long-term prospects of the parties’ contractual

relationship in an effort to begin servicing ExxonMobil directly. Defendants now seek

dismissal of all of Plaintiff’s claims.

FACTUAL AND PROCEDURAL BACKGROUND

2. The Court does not make findings of fact in connection with a motion to

dismiss under Rule 12(b)(6) of the North Carolina Rules of Civil Procedure and

instead recites those facts contained in the complaint and in documents attached to,

referred to, or incorporated by reference in the complaint that are relevant to the

Court’s determination of the motion. See, e.g., Window World of Baton Rouge, LLC

v. Window World, Inc., 2017 NCBC LEXIS 60, at *11 (N.C. Super. Ct. July 12, 2017).

3. Plaintiff is a Colorado limited liability company that is primarily in the

business of providing executive education services to businesses throughout the

world. (Am. Compl. ¶¶ 1, 11.)

4. KFEE is a North Carolina non-profit limited liability company, which

operates from the campus of the University of North Carolina at Chapel Hill and the Kenan-Flagler Business School. (Am. Compl. ¶¶ 2, 14.) KFEE provides executive

education services to private businesses through annual contracts with third-party

providers, such as Plaintiff. (Am. Compl. ¶ 13.)

5. At all times relevant to this action, Freeland, Hofmann, and Hyde

(collectively, the “Individual Defendants”) were employed by KFEE. (Am. Compl. ¶¶

3–5.)

6. Beginning in 2013, KFEE contracted with Plaintiff to provide executive

development services to one of KFEE’s corporate clients—ExxonMobil. (Am. Compl.

¶ 17.) The terms of the agreement were reflected in an Independent Contractor Scope

of Work (“SOW”) agreement between Plaintiff and KFEE. (Am. Compl. ¶ 19.)

7. Generally, Plaintiff was responsible for providing personnel to conduct

executive development services through an Emerging Leadership Program—and

later, a Business Leadership Program (together with the Emerging Leadership

Program, the “ExxonMobil Programs”)—to ExxonMobil executives in the Americas,

Europe, and Asia. (Am. Compl. ¶¶ 17, 19.)

8. On 22 August 2019, KFEE engaged Plaintiff to redesign the Emerging

Leadership Program for ExxonMobil. (Am. Compl. ¶ 20.)

9. The terms of the redesign were reflected in a Master Services Agreement

(“MSA”) and in the SOW. (Am. Compl. ¶ 21.) Specifically, the MSA provided that

the contract would be for a one-year term, subject to renewal upon the mutual

agreement of Plaintiff and KFEE. (Am. Compl. ¶ 21.) 10. Between 2019 and 2022, the MSA was renewed on an annual basis,

which resulted in Plaintiff expending significant resources across multiple years to

redesign and develop unique materials for the ExxonMobil Programs. (Am. Compl.

¶¶ 22–23.)

11. On 30 September 2022, KFEE’s Program Director, Tony Laffoley,

contacted Plaintiff to inquire about its ability to expand its capacity to deliver the

ExxonMobil Programs in three regions in 2024. (Am. Compl. ¶ 29.)

12. Plaintiff responded on 4 October 2022 by providing plans for expanding

its capacity in 2024 and expressing its expectation that such an investment would be

recouped by KFEE agreeing to renew the MSA for a period of at least five years. (Am.

Compl. ¶ 30.)

13. Around that same time, while negotiating the 2023 renewal of the MSA,

KFEE represented that Plaintiff could “get more fees in 2024” if Plaintiff “work[ed]

with [KFEE] for 2023” by reducing its professional fees and discounting Plaintiff’s

programs in Europe and Asia. (Am. Compl. ¶ 25.)

14. In these negotiations and through “multiple conversations and emails”

between late 2022 and July 2023, KFEE executives continued to make Plaintiff

believe that the MSA would subsequently be renewed in 2024 and beyond. (Am.

Compl. ¶ 27.)

15. Based on the promise of “more fees in 2024” and the belief that the MSA

would continue to be renewed on a long-term basis, Plaintiff entered into a one-year contract to renew the MSA on 6 January 2023 at discounted rates. (Am. Compl. ¶¶

25–26.)

16. From January to June 2023, Plaintiff and KFEE continued discussing

key details—such as pricing, scale, onboarding, and dates—for the ExxonMobil

Programs in 2024. (Am. Compl. ¶¶ 31–33.)

17. On 23 May 2023, Hofmann (KFEE’s Faculty Director for the ExxonMobil

Programs) traveled to Singapore and met with Plaintiff’s Lead Facilitator for Asia,

Alexandre Paitre. (Am. Compl. ¶ 36.)

18. During the meeting, Hofmann expressed doubt that Plaintiff would

continue to be involved with the Emerging Leadership Program beyond 2023 and

inquired as to whether Paitre would be restricted in his ability to work directly with

KFEE. (Am. Compl. ¶ 37.)

19. On 8 June 2023, Plaintiff’s President, Scott Miller, attempted to

schedule a meeting with KFEE leadership to discuss issues concerning Plaintiff’s

relationship with KFEE but was unable to do so. (Am. Compl. ¶ 45.)

20. The next day, Freeland (KFEE’s Program Director) participated in a

WhatsApp call with Plaintiff’s Lead Facilitator in Europe, Kari Erickson (together

with Paitre, the “Current Facilitators”). (Am. Compl. ¶ 38.)

21. During the call, Freeland told Erickson that the relationship between

KFEE and Plaintiff was not going well and that KFEE was considering other options

for 2024. (Am. Compl. ¶ 39.) Freeland inquired as to what Erickson thought about contracting directly with KFEE to facilitate the ExxonMobil Programs in 2024. (Am.

Compl. ¶ 40.)

22. Erickson rebuffed Freeland’s suggestion and recommended that

Freeland communicate directly with Plaintiff. (Am. Compl.

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2025 NCBC 30, Counsel Stack Legal Research, https://law.counselstack.com/opinion/action-learning-assocs-llc-v-kenan-flagler-bus-sch-exec-educ-llc-ncbizct-2025.