Bailey Program for Family Enterprise

Roundtable Events

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.

Learn More about Membership

Upcoming Roundtable Events

The Family Constitution:
Creating a Future-Proof Constitution that works for both the Family and the Business

Family governance efforts often run parallel to the development of business governance within a family business or enterprise. As multigenerational businesses mature, the families that own and manage them often turn to structured solutions like family councils and family constitutions to manage and contain their family dynamics.

Designing a family charter or constitution can establish standards of conduct meant to align with the business and build family capacity, but structure alone isn't sufficient to sustain the change and growth of a family business system. Instead, a process built on listening to understand, discussion, and socializing policies and ideas across the family can result in a Future Proof Constitution: one built to preempt compliance gaps and future family strife.

We'll unpack a family governance process that applies regardless of your family enterprise's stage. From solo-preneur to G2, or from a generational family business to a family office, the process can be customized and applied at each developmental stage of family governance.

Cost: $55 or free for Members

When: October 13th, 2026, 8:30am-10:30am | Breakfast Provided

Where: Joy Burns Center at DU

Register Now

Who Should Attend:

Founders, owners, executives, employees, and next-generation family members of privately held and family-owned businesses
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.

Featured Speaker

Anne Smart

Generation6, Senior Family Business Advisor

Anne grew up in Iowa in a large extended family. She married into a family business, where her son holds a leadership role. After starting her career in financial services marketing and spending ten years in higher education advancement, she shifted her focus to helping others develop their professional potential as a leadership and career coach.

She joined the Loyola Family Business Center in 2009 as Membership Director and from 2016 to 2022, as the Center’s Director, leading Loyola’s Family Business Institutes and the peer group program while personally addressing the educational and service needs of family members and other stakeholders. The values of family unity, the importance of community, and respect for the impact of family enterprise on the economy formed the foundation of her career in family business.

Her extensive work with family businesses includes coaching individuals, family owners, and stakeholders; collaborating with family enterprises to establish and enhance governance; and providing educational support to families. Unifying and strengthening families prepares them for the challenges they will encounter as they manage and grow their businesses and legacies.

My personal and professional experiences have led me to coach and guide others. I am honored to walk alongside families in business and individuals as they navigate personal and professional challenges, learning and growing together.

Contact Anne on LinkedIn or contact her at asmart@generation6.com.

From 1995 to Today: Lessons from a 30-Year Family Business Benchmark

In 1995, a landmark survey captured how American family enterprises approached ownership, governance, succession, and family dynamics. Thirty years later, Plante Moran and The Family Business Consulting Group have partnered to revisit that study — offering a rare, data-driven look at what has changed, what has stayed the same, and what family enterprises should be paying attention to now.

Join us for the local release of The American Family Business Survey 1995–2025: A 30-Year Benchmark Study. The morning opens with networking over breakfast, followed by a presentation of the study's key findings and a panel discussion exploring what the data means for families navigating succession, governance, and next-generation engagement today.

The panel will include Brannon Fisher, whose great-grandfather and his brothers started what is now Ball Corporation in 1880 — bringing a firsthand family business perspective spanning generations of ownership and stewardship.

Cost: $45 or free for Members

When: November 4, 2026, 8:30am-10:30am | Breakfast Provided

Where: Joy Burns Center at DU

Register Now

Who Should Attend:

Founders, owners, executives, employees, and next-generation family members of privately held and family-owned businesses
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.

Featured Speakers

Jeff Watkins, CPA, J.D.

Jeff Watkins, CPA, J.D. is a partner in Plante Moran’s wealth management practice, where he serves high-net-worth individuals, families, family offices, and business owners as a trusted advisor and personal CFO. He provides comprehensive planning in areas including tax, estate, wealth transfer, family office, financial planning, and business succession matters. With more than 20 years of experience, he is known for building long-term client relationships and helping families navigate complex financial and legacy planning decisions.

Sara Montgomery

Sara Montgomery is a partner at Plante Moran, where she leads the firm's family education and philanthropic advisory practices. She advises ultra-high-net-worth families, family offices, and family-owned businesses on succession, governance, philanthropy, and family dynamics. Drawing on experience in trust, private banking, wealth management, and philanthropy, she helps families navigate complex planning and multigenerational wealth issues. Her insights have been featured in The Wall Street Journal, The New York Times, and Kiplinger.

Brannon Fisher

Brannon Fisher is a principal and client advisor at wealth management firm Simon Quick Advisors and an adjunct faculty in the Bailey Program for Family Enterprise at the Daniels College of Business, University of Denver. He is a CERTIFIED FINANCIAL PLANNER^TMand holds degrees from Colgate University, CU-Boulder, and Dominican University of California. Brannon’s great-grandfather and his brothers started what is now Ball Corporation in 1880. He serves as financial advisor to the family office and is a member of the finance committee at the Ball Brothers Foundation.

Richa Singh

Richa Singh is a consultant with The Family Business Consulting Group, specializing in conflict resolution, communication, organizational behavior, and human resources. Her experience includes educating and raising awareness among business families, facilitating family meetings, and designing structures and creating and implementing family charters. Her most recent work and area of interest focus on legacy conversations around values, family philosophy, and succession. She is an adjunct faculty member for the Bailey Program for Family Enterprise at the University of Denver and a global family enterprise consultant.

Joshua Nacht

Joshua Nacht is a principal consultant with The Family Business Consulting Group, where he works with business families to help them become more intentional and organized in achieving their goals. He’s adept at working with multigenerational families to integrate their diverse perspectives and create structured plans for continuity. Joshua has helped family businesses of all sizes establish governance forums, communication and decision-making processes, ownership development initiatives, and family retreat planning. He’s the co-author of the book Family Champions and Champion Families, which explores the role of family leaders in creating enduring business family success.

Trustee 360 °: Roles, Credentials, and Choosing the Best Fit

An interactive keynote—anchored in personal narrative and illustrated with real-world case studies—opens the session, followed by an engaged Q&A and open discussion. Participants gain clarity on a trustee’s core fiduciary duties, identify the qualifications that add the greatest value, and weigh the trade-offs among family, corporate, and independent trustees.

Drawing on his experience managing complex shared assets and navigating generational transition within his own family enterprise, Barton brings a grounded, inside perspective to the governance and relational dynamics that often shape trustee decisions. He also explores how thoughtful trustee selection can reduce conflict, strengthen alignment, and support both financial stewardship and family cohesion over time. Participants leave with fresh insight into why the choice of trustee matters and a reframed way to think about legacy.

Cost: $55 or free for Members

When: December 1st, 2026, 11:30am-1:30pm | Lunch Provided

Where: Joy Burns Center at DU

Register Now

Who Should Attend:

Founders, owners, executives, employees, and next-generation family members of privately held and family-owned businesses
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.

Featured Speaker

Barton Thompson

Barton Thompson has spent the past 10 years serving as a “family fiduciary,” managing shared commercial real estate assets, private equity investments, and operations within a second-generation family office. He was also one of Colorado’s top commercial real estate advisors for a decade, providing personalized investment counsel and leading the execution of large-scale transactions. As a second-generation member of a nine-figure real estate family, Barton brings firsthand experience navigating family dynamics and generational transition, with deep familiarity in the intergenerational decision-making challenges that accompany significant wealth. He is an active member of TIGER 21, the Independent Trustee Alliance, and the Purposeful Planning Institute.

Website: www.thompsontrustee.com

LinkedIn: https://www.linkedin.com/in/barton-thompson-86499453/