WORKSHOP FROM THE BAILEY PROGRAM FOR FAMILY
Multigenerational Family Business Mastery
Two-day Workshop: Family Harmony, Governance, & Wealth Planning
Planning for Strategic Growth, Succession, & Purposeful Legacy
Program Overview
In this interactive two-day workshop, participants will explore and discover successful practices for advancing family business Through classroom and experiential learning activities, you will gain the skills and knowledge to improve family systems and family-relational dynamics . The workshop will also prepare you for continued success through succession and wealth planning.
Globally-recognized practitioners, renowned professors and family business owners will guide you, sharing their experiences and inspiring new ways of thinking. With time for personal reflection and peer bonding, this three-day workshop is valuable for all members of a multigenerational family business.
What You’ll Learn
Create a family philosophy which is aligned to the values and purpose of the business
Navigate difficult family dynamics, manage conflicts and differences and communicate effectively with family members
Leverage family and business governance structures to ensure continuity and unity
Develop a successful succession plan
Consider the wealth legacy of the business including investment, estate planning, trusts and philanthropy
Navigate the legal and tax systems during the transfer of assets
WhoYou‘llLearnWith:
Membersoffamilybusinesseswhowanttoensurebusiness successandcontinuitywhilenavigatingfamilydynamicswill benefitfromthisworkshop.Rolesinclude:
Foundersoffamilybusiness
Leadinggeneration activeinfamilybusiness
Risinggeneration whoaspiretojointhefamily business
Familymembersnotactiveinthebusiness
Multiplemembersofafirmareencouragedtoattend together,butnotrequired.
Business success always takes good leadership and communication, but with family enterprise it is especially critical Personal, lifelong relationships are on the line.”
Helena Karchere, Bailey Program Executive Director
Program Schedule
Meet Your Instructors
Richa Singh
The Family Business Consulting Group
Richa is a consultant with The Family Business Consulting Group, specializing in conflict resolution, communication, organizational behavior and human resources Her experience includes educating and creating awareness amongst business families, facilitating family meetings, designing structures and creating and implementing family charters Her most recent work and area of interests are Legacy conversations around values, family philosophy and succession She is an Adjunct faculty for the Bailey Program for Family Enterprise at the University of Denver, and is a global family enterprise consultant
Brannon Fischer, CFP® Principal, Simon Quick Advisors
Brannon serves as financial advisor to his family office and is a member of the finance committee at the Ball Brothers Foundation. He is based in Denver, Colorado, and has diverse educational background with a Bachelor's from Colgate University and a Master's in Education from the University of Colorado, followed by an MBA from Dominican University of California After teaching in El Salvador and working in admissions and fundraising in California, Brannon and his family returned to Boulder in 2017, where he worked at Branzan Investment Advisors, and then transitioned to Simon Quick Advisors as a Director in 2019.
Bernadette Watowich-Stead Senior Consultant, Positively People
AftergraduatingwithaBAinBusinessFinance,Bernadetteworkedin employeebenefitssalesandlaterconsultingShethentransitionedand spentnearly15yearsinthepharmaceuticalindustrywith GlaxoSmithKlineandGenentechinsales,managedmarketsand employerdevelopment.Duringthistime,shediscoveredherpassionfor workingwithpeoplefocusingontheirgoalsandindividualdevelopment. Withhercombinedbusinessandcommunicationexperience,the greatestsynchronizationinherworkistosupportpeopleand organizationsinreachingtheirgoals
Today,Bernadetteisfocusedonsupportingfamilybusinessesand organizationswithcontinuityplanning,leadershipdevelopmentand professionalcoaching.Bernadettevaluesherrelationshipswithfamily andfriends.ShelivesinDenver,Colorado,andenjoysallthingsoutdoor.
Learn alongside family enterprise peers
Navigate Challenges
Glean insights on how other ownership families and family businesses have navigated challenges
Improve the outcomes of your enterprise
Peer Exchange.
Exchange ideas with a peer group of families on similar journeys
Establish connections with experienced professionals
Family Alignment
Learn how to navigate challenging family dynamics
Align family, ownership and business values, purpose, vision, mission, and goals.
Actionable Learning
Learn about sustainable family business practices you wish you had access to sooner
Learn how to apply learnings immediately to your context
The Bailey Program for Family Enterprise
Best Practice Areas
-Family Harmony -Governance
-Leadership & Succession Planning
-Investment Management
-Estate Planning
-Social Impact
Our Mission
Who We Are
The Bailey Program for Family Enterprise provides exceptional education, impactful community, research and advocacy to benefit the public good. Family businesses and family offices build relevant skills and meaningful connections for the long-term success of their enterprise and wellbeing of their family across generations. The program was established in 2019 thanks to thegenerousgiftfromthePaulT Baileyestate It is the first comprehensive family business programintheColoradoregionandishousedat theDanielsCollegeofBusinessattheUniversity of Denver We provide educational and networking events, workshops, and certificates led by expert practitioners The program has a full-time director, advisory board, and support through the Executive Education team. Our leadership is active in the Alliance for Family BusinessCentersnationally
Who Can Join as a Member?
The Bailey Program for Family Enterprise provides exceptional education, impactful community, research and advocacy to benefit the public good Family businesses and family offices build relevant skills and meaningful connections for the long-term success of their enterprise and wellbeing of their family across generations.
Why Join as a Member?
Join us to build transformational skills and connections that help your business and family thrive across generations! We know well the gifts and challenges that come with working with loved ones and preserving a legacy We empower each other with leading edge learning and resources to proactively avoid common pitfalls that can hurt personally, financially, and legally Join us at quarterly Roundtables, multi-day workshops, peer forums, annual dinners, and family business sit tours to excel in these areas of best practice...