At the heart of all family enterprises is the legacy of the family and their relationships. This is a powerful asset, but it 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. Join as a member of the Bailey Program for Family Enterprise, and get free access to Roundtable events, webinars, annual dinners, family business site tours, peer forums and more.
Upcoming Roundtable Events
Metamorphosis: Navigating the Six Essential Transformations in Family Business Transitions
This session explores the profound personal transformations that both business owners and successors experience during family business transitions. Through interactive discussion, participants will examine the six critical areas of change—Role, Vision, Power, Relationships, Purpose, and Legacy—and discover how understanding these "metamorphoses" can lead to more meaningful conversations and smoother transitions.
Attendees will leave with practical frameworks for recognizing where they and their family members are in the transition journey, plus tools for initiating supportive conversations about the changes everyone is navigating.
Cost: $55 or free for Members
Where: University of Denver, Joy Burns Center
When: February 18, 2026 | 11:30-1:30 p.m. | Lunch Provided
Who Should Attend:
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Founders, owners, executives, employees, and next-generation family members of privately held and family-owned businesses
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Leaders and team members of family offices
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Advisors to family enterprises who are current members of the Bailey Program
Prospective advisor members may attend one Roundtable before choosing to apply for membership.
From The Office of Your Family to the Family Office:
Options for Managing All Forms of Family Capital for Continuity, Connection, and Collaboration
This session will focus on exploring the types of structures, organizations, and practices that help enterprising families flourish, achieve sustainable continuity, and realize their desired future story for continuity. We will explore various forms of family capital, foundations and types of family offices, and systems that clarify roles, responsibilities, and relationships.
Participants will explore the foundations of a traditional family office as well as flexible alternatives that offer the benefits of coordination and support without requiring a formal legal office. Whether your family is managing shared assets, stewarding values across generations, or simply seeking better ways to organize the “enterprising family,” this round table equips you with the tools to build an office—formal or informal—that fits your family’s needs and aspirations.
Cost: $55 or free for Members
Where: University of Denver, Joy Burns Center
When: Tuesday, April 21, 2026 | 8:30-10:30 a.m. | Breakfast Provided
Who Should Attend:
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Founders, owners, executives, employees, and next-generation family members of privately held and family-owned businesses
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Leaders and team members of family offices
-
Advisors to family enterprises who are current members of the Bailey Program
Prospective advisor members may attend one Roundtable before choosing to apply for membership.
Kim Schneider Malek
Kim Schneider Malek, Founder of Family Enterprise Alliance, LLC, is a nationally recognized leader in the field of family enterprise and the 2014 recipient of the Family Firm Institute’s Barbara Hollander Achievement Award for leadership and educational contribution. Since 1997, Kim has focused on advancing the alliance of family and enterprise through consulting, facilitation, teaching, and custom program design.
Her practice includes ownership and management succession planning, family governance and board development, next-generation leadership development, and facilitation of family communication and culture. Kim has served as an adjunct graduate-level professor and executive education guest lecturer, including at the University of Denver’s Daniels College of Business, where she received the Diamond Award for Teaching Excellence.
A frequent speaker at leading family enterprise networks and business centers, Kim is also an FFI Fellow and founding co-editor of the FFI Practitioner. She holds an MBA from the University of Denver’s Daniels College of Business and a BS in Communication from Boston University.
Roundtable Sponsored by:
Past Roundtable Events
Metamorphosis: Navigating the Six Essential Transformations in Family Business Transitions
“Important Trends in Family Philanthropy”
“Advisory Boards: Forming and leveraging advisory boards to support the success of privately held companies”
Glenn Mueller Appointed as Real Estate Academic Director for Bailey Enterprise Program
Bailey Real Estate Investing for Family Enterprise Workshop to Include Market Reports
Successful Family Business Transitions: Northern Colorado Roundtable
Succeeding in a Fifth Generation Family Business—an Interview with Kenneth Monfort
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.
