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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. They are designed to help you grow sustainably and achieve multigenerational success.

You also hear from thought leaders in the field who share practical stories and research about best practice in all stages of your family legacy.

Each event includes time to network meaningfully with others involved in family enterprise regionally, including family business founders, their spouse and partners, employees, rising generation members and family office executives. With breakout groups and powerful questions, Roundtable Events help you turn themes and concepts into actionable plans which help your family thrive.

Impact Investing for Family Enterprises

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

This session features Josh Cashman 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.


Future Events

Please save the dates for these future Bailey Roundtable Events:

  • April 6, 2023 – Roundtable breakfast with with Josh Cashman and Janice Fritsch: Impact Investing for Family Enterprise
  • Late July 2023 – Roundtable happy hour with Jim Grubman, an internationally recognized consultant to families of wealth, family enterprises, and the advisors who serve them
  • September 2023 – Roundtable breakfast featuring Kristin Keffeler who will speak about family dynamics at play between family business founders and rising generation.
  • November 2023 – Celebratory dinner featuring inspiring local family business stories from 2023 and visioning for the year to come for your family and business

Questions? Email our director, Helena Karchere, at