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The Bailey Program for Family Enterprise

Family Business Essentials Workshop

Planning for strategic growth, successful succession and purposeful legacy

In this interactive 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 participants, 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 an established family business.

Register by Monday, February 20, 2023

Family Business Workshop Snapshot

Date

Tuesday, March 7 to Friday, March 10, 2023

Time

Tuesday: 4:00 to 8:00 p.m. (dinner included)

Wednesday & Thursday: 9:00 a.m. to 4:00 p.m. (lunch included)

Friday: 9:00 a.m. to 12:00 p.m.

A

Format

Live presentation, self-guided learning materials, family business simulations, coaching, peer exchange learning and breakout group activities

Cost

$1,980 per participant

REQUEST MORE INFORMATION

Workshop Outcomes

In this three-day workshop, participants will learn to:

  • 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

 

Participant Benefits

Actionable Learning.
Learn about sustainable family business practices you wish you had access to sooner.

Family Alignment.
Align family, ownership and business values, purpose, vision, mission, and goals.

Navigate Challenges.
Glean insights on how other ownership families and family businesses have navigated challenges.

Peer Exchange.
Exchange ideas with a peer group of families on similar journeys.

Who Should Attend

Members of family businesses who want to ensure business success and continuity while navigating family dynamics will benefit from this workshop. Roles include: 

  • Founders of family business  
  • Leading generation – active in family business  
  • Rising generation– who aspire to join the family business  
  • Family members not active in the business  

Multiple family members of a firm are encouraged to attend together, but not required

Lead Faculty

RICHA SINGH

Richa is a consultant with The Family Business Consulting Group, specializing in conflict resolution, communication, organizational behaviour and human resources.

JEAN MEEKS-KOCH

Jean is the Founder and CEO of Positively People and an expert in organizational structure and behavioral dynamics. She is also a long-standing member of the Family Firm Institute.

BRANNON FISHER

Brannon Fisher, CFP, is a principal and client advisor at wealth management firm Simon Quick Advisors. He serves as financial advisor to his family office and is a member of the finance committee at the Ball Brothers Foundation.

HELENA KARCHERE

Helena is the Director of the Bailey Program for Family Enterprise. With a BA in Psychology, an MBA and extensive studies in leadership development and coaching, she brings an integrative approach to family enterprise education.

More Details

Upcoming Session: Tuesday, March 7 to Friday, March 10, 2023 | In person at the University of Denver

Next Session: Spring 2024

Cost: $1,980 (non-credit, see details below)

Register by Monday, February 20, 2023

Schedule and Format

This workshop will be offered in person at the University of Denver.

The workshop begins on Tuesday with a dinner reception followed by brief programming, 4:00 to 8:00 p.m.

Wednesday and Thursday, class begins at 9:00 a.m. and ends at 4:00 p.m. each day. Lunch is included.

Friday, class begins at 9:00 a.m. and ends at 12:00 p.m.

To prepare for this class you will need to complete a few short action items that generally take 20-30 minutes. Please expect an email two to three weeks before the class begins with details on how to complete these action items.

Participants taking the workshop for credit will have an assignment to complete at the end of the course.

Tuition and Cost

Non-Credit: $1,980
Discounts are available for nonprofits, current or former military, government, DU alumni, Daniels corporate partners and three or more individuals from the same organization. Visit the program non-credit (pay with credit card) registration page or contact us for more information.

For Credit: 2 credit hours at DU’s tuition rate
For more information on DU’s current tuition rates, check the Registrar’s website

Should I Take This For Credit or Non-Credit?

Non-Credit

This option is for participants who are not interested in receiving graduate level credit and are participating for professional development and to update their skills, knowledge and abilities. Upon request, Executive Education is pleased to provide a Certificate of Completion for professional development credit for any Executive Education workshop completed.

Credit – Graduate-Level Academic Credit

This option is for those interested in receiving graduate credits for their participation. In order to apply, you need to have completed your undergraduate degree and provide us with an unofficial transcript of that degree.  These credits and your course grade will be on your official transcript. Please be aware that there is a mandatory assignment and once the workshop begins you are no longer able to switch your status from for-credit to non-credit.

*If you are a DU Employee wanting to use your tuition waiver, you will receive further instructions from Executive Education approximately 2 weeks prior to the start of your course.

**If you are in a Master’s degree program at DU, and want to take this class for elective credit, please contact us before you register for the class. Your academic advisor will need to be involved in the registration process and it will require prior approval.

If you are not sure which option to choose, please contact Helena for advising at Helena.Karchere@du.edu.

Cancellation Policy

If you need to cancel your registration for this workshop, you may transfer your enrollment to a future session, send someone to take your place or cancel anytime up to seven business days prior to the start of the first class.

If you provide us with less than seven business day’s notice or fail to attend, you will be liable for the entire workshop fee and your enrollment will be automatically transferred to the next class.

Contact Us

Director, Bailey Program for Family Enterprise
Executive Education