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Roundtable Events

All family enterprises have, at their heart, the relationships and legacy of the family. This is a powerful asset, but it also brings unique challenges. The Bailey Program for Family Enterprise offers quarterly Roundtable events where you learn and connect with others in your community who are embracing similar gifts and challenges as you.

You’ll hear from thought leaders in the field and engage in meaningful networking with other family business founders, their partners, employees, rising generation members and family office executives. With breakout groups and powerful questions, Roundtable events help you turn new insights into actionable plans to help your family thrive.

Thank you for joining us!

It is such a pleasure to connect with our community of learners at each and every Roundtable event. We hope to see you again soon.

Impact Investing for Family Enterprise

Thursday, April 6, 2023 | 8:00 to 9:30 a.m. (breakfast included)

This session features Josh Cashman, Bruce Hoyt and Janice Fritsch who will help you learn about impact investing, its vehicles and structures and how your family values can be leveraged for the public good. Meaningful conversation, peer networking and breakfast included.


The Ten Domains of Family Wealth

Friday, August 4, 2023 | 8:00 to 9:30 a.m. (breakfast included)

Families know all too well that the hallmark of wealth is complexity. They encounter daily an often bewildering array of tasks, questions, issues and dilemmas. In this Roundtable event, Dr. Jim Grubman, an internationally-recognized family wealth consultant, will discuss a new way to understand and organize the complexity of wealth. Developed by The UHNW Institute, a nonprofit think tank, the Ten Domains of Family Wealth model is gaining recognition as a guide for families in understanding their needs, their advisors, and ultimately themselves. Come prepared to learn, ask questions, and assess where your family can make progress.


Future Events

Please save the dates for these future Bailey Roundtable Events:

  • April 6, 2023 – Roundtable breakfast with with Josh Cashman, Bruce Hoyt, and Janice Fritsch: Impact Investing for Family Enterprise
  • August 4, 2023 – Roundtable breakfast with Dr. Jim Grubman, an internationally-recognized family wealth consultant: The Ten Domains of Family Wealth: A New Roadmap to Navigate the Complexities of Multigenerational Success
  • October 17, 2023 – Roundtable happy hour featuring family business advisors and executive coaches Jay Brenneman and Brandon Addison: Purpose and Meaning in your Family Enterprise
  • November 2023 – Celebratory dinner: The Exit as a New Beginning: Stories from Selling, Retiring From or Passing on the Family Business

Questions? Email our director, Helena Karchere, at

Great space, fantastic speaker, time efficient, and a nice opportunity to meet others.

The content and topic were relevant.

I enjoyed the presentation and the time to mingle with others.