The Bailey Program for Family Enterprise
Wealth 3.0
In this interactive workshop, participants engage in presentations, case studies and interactive activities that will help them learn how to build multigenerational wealth. The class is comprised of carefully selected individuals from families of wealth and family office executives who experience similar challenges and opportunities. Learn how to make wise decisions about selecting the right assets and activities that will power your family wealth portfolio into the future.
Register by Monday, April 17, 2023
Family Legacy Workshop Snapshot
Date
Tuesday, May 2 to Friday, May 5, 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.
Format
Live presentation, case studies and interactive activities with time for personal reflection and peer bonding
Cost
$1,980 per participant
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Workshop Outcomes
In this three-day workshop, participants will learn to:
- Navigate intergenerational family dynamics for long-term success –personally, relationally and financially
- Leverage a Wealth 3.0 perspective to meaningfully support families as a trusted advisor (yours and others)
- Make wise decisions about selecting the right assets and activities that will power one’s family wealth portfolio into the future
- Gain familiarity with each of the 10 Domains of Human Wealth, for your professional development and upskilling as a holistic Family Office practitioner
Who Should Attend
Participants are carefully selected and include individuals from families of wealth and family office executives who share similar issues. Possible participants are:
- Family enterprise members responsible for stewarding their family’s wealth
- Family office professionals seeking to expand and deepen their skill at advising families using all 10 Domains for Family Wealth
This workshop is not appropriate for investors and/or advisors not representing a family’s interests.
Multiple family members of a firm are encouraged to attend together, but not required
Lead Faculty
KRISTIN KEFFELER
Kristin is an advisor and certified professional coach working with enterprising families, families of wealth, and rising generation family members. She is the Chief Learning Officer for Johnson Financial Group and the founder and principal for Illumination360.
MICHELLE CLEMENTS
Michelle Clements is a consultant to families working in the areas of governance, organizational structure and the creation of private trust companies. She is a frequent speaker on family office, wealth management and governance topics.
More Details
Upcoming Session: Tuesday, May 2 to Friday, May 5, 2023 | In person at the University of Denver
Next Session: Spring 2024
Cost: $1,980 (non-credit, see details below)
Register by Monday, April 24
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.