The Bailey Program for Family Enterprise

Colorado is Better When Family Businesses Thrive

Family-owned businesses are the backbone of our communities—the trusted names, beloved neighborhood spots, and essential services we rely on. They create jobs, invest in their people, and shape the identity of our state. Collectively, they contribute $7.7 trillion to the U.S. GDP and employ 59% of the country’s private workforce. More than just businesses, they are pillars of resilience, innovation, and trust.

The Bailey Program for Family Enterprise was created to support family businesses, family offices, and family advisors to benefit our public good. By empowering family enterprises, we not only secure their legacies but also strengthen Colorado’s economy and community.

Supporting Families to Meet the Challenge

Family Business Members Smiling together

Many family businesses don’t survive to the second generation, and even less make it to the third and beyond. To thrive across generations, they need the right education, tools, and connections. Founded in 2019 through a generous gift from the Paul T. Bailey estate and housed at Daniels College of Business at DU, our program is dedicated to preserving and strengthening privately held and locally owned businesses. We empower family businesses, family offices, and advisors through:

  • Workshops
  • Roundtables with Thought Leaders
  • Peer Forums
  • Site Tours & Networking
  • Advocacy

Who Can Join?

• Family-owned businesses in operation, family offices, and their advisors.
• For all industries and sizes of companies, across all generations.

Prior affiliation with the University of Denver is not necessary to apply.

Best Practice Areas

– Family Harmony –
– Governance –
– Investment Management –
– Leadership & Succession Planning –
– Estate Planning –
– Social Impact –

The Lestikow Family on Bailey Membership

Engage With Us

FAMILY BUSINESS

Gain strategic tools and new connections to navigate succession, governance, and growth while preserving your legacy.

FAMILY OFFICE

Gain insights and frameworks to manage multi-generational wealth, governance, and investment strategies for long-term success.

MEMBERSHIP

Join as a founding member and gain exclusive access to resources, expert panels, and industry connections.

FAMILY LEADERSHIP CERTIFICATE

Attend workshops designed to help families and advisors navigate governance, leadership, and wealth management with practical, actionable insights.

SUPPORT

Partner with us to support the Family Enterprise Community and benefit our public good.

SIGNATURE EVENTS

Join family business leaders, advisors, and experts for dynamic Roundtables, insightful discussions, and meaningful networking.

Check out our Featured Event

Breakfast Roundtable Event: “Healthy Boundaries for Healthy Relationships in Family Business”

Event Details:

When: Thursday, April 10, 2025 | 8:30 a.m. to 10:30 a.m. (breakfast included)
Cost: $55 or free for members of the Bailey Program for Family Enterprise
Location: University of Denver Burwell Center for Career Advancement

Join us for a transformative roundtable event that discusses the crucial art of establishing healthy energetic boundaries, especially in the dynamic and often complex world of family businesses.

In this session, we’ll dive into why maintaining clear and balanced boundaries is essential for both personal well-being and business success. We’ll tackle the unique challenges of feeling emotionally entangled with family members, where the lines between personal and professional often blur, and help you recognize how this can lead to burnout, confusion, and decision-making paralysis. You’ll learn how to reclaim your energy, honor both yourself and others, and build the clarity needed to thrive—both in your business and in your relationships.

This Roundtable, led by 6th generation family business CEO Anne Bauer, invites you to rethink your approach with an empowered mindset. Using practical tools and personal reflection exercises, you’ll start developing a deeper understanding of your own energy, what triggers disruptions in your space, and how to reclaim your agency without feeling guilty or selfish.

Whether you’re the founder of a family business or navigating the complexities of working alongside loved ones, you’ll leave with concrete strategies to create boundaries that feel both grounded and flexible—enabling you to love and respect yourself while maintaining healthy, supportive relationships with everyone around you.

Register Now

Featured Speaker: Anne Bauer

Anne Bauer is a Family Business Coach, the President & CEO of Racket Merchandise Company, her family’s 6th-generation business, and the host of the Legacy: Navigating Family Business Podcast. Anne is also the editor-in-chief of Legacy Magazine.

With an educational background in psychology, coaching, and energy work, coupled with over 25 years of firsthand experience in not just one, but three multi-generational family businesses, Anne brings a deep understanding of the unique challenges family businesses face. She works alongside her husband, parents, and two siblings, making her perspective both personal and professional.

In 2020, Anne founded Legacy to offer holistic support for family businesses navigating generational transitions. She helps her clients through these changes in a way that is truly unique and invaluable to multi-generational businesses worldwide. Her approach is grounded in the three Legacy Family Business Pillars—Healthy Boundaries, Clear Communication, and Authentic Connection—ensuring businesses thrive while preserving their legacies for future generations.

Check out Anne’s “5 Steps for Having Hard Conversations in Family Business” and learn more about her work at www.thelegacyevolution.com.

Upcoming Events

Apply Filters

april

10apr8:30 am10:30 amBailey Program Roundtable: Healthy Boundaries for Healthy Relationships in Family BusinessBreakfast Roundtable

29aprAll Day30Bailey Program Multigenerational Family Business MasteryTwo-day workshop

 

To Our Sponsors: Thank You for Your Support

Our sponsors are business partners that have a special interest and expertise in the Family Enterprise field. Sponsors are the only non-members invited to in-person events. We will have no more than six Sponsors for our founding sponsorship year in 2025, representing various industries.

As a Bailey Program for Family Enterprise sponsor, your company will also be recognized as a Daniels College Corporate Sponsor, with the added benefits of that relationship.

Please contact Helena Karchere to discuss being a founding sponsor.

 

Strategic Partner

PNC private bank logo

Annual Sponsors

denver business journal logo
Bartell&CoLogo
Buchalter law firm logo

Learn More

If you have questions about the Bailey Program for Family Enterprise, our resources, our workshops or how to get involved, contact us at BaileyProgram.FamilyEnterprise@du.edu.

Sign Up For Updates

Support Our Efforts

Are you interested in donating to the Bailey Program, or would you like to learn more about how your company can become a sponsor? Please visit our Support page or reach out to Helena Karchere at Helena.Karchere@du.edu or 303.871.4502.

Contact Us

Director, Bailey Program for Family Enterprise
Executive Education

Daniels Newsroom