Bailey Program for Family Enterprise at DU

Some of you may know that I lived in the Fort Collins/Loveland area for about six years, working alongside my family. So I'm especially excited to be expanding our Bailey Program for Family Enterprise at DU reach to Northern Colorado! Alongside our cohost The Transition Strategists, Elizabeth Ledoux we are happy to invite family business members to the first Family Enterprise Roundtable focused on successful transitions, and how this area has supported their growth. With a panel including local business leaders Michael Shirazi, Bob Walker, Curt and Nancy Richardson it is sure to be an informative and inspiration time! Find out more and register: https://lnkd.in/giwag2a9 #familybusiness #northerncolorado

Daylight Insights Tour in Denver - Adapting to 8 Trends in Philanthropic Advising. Thank you for sharing the trends you see and how you adapt them to your work! Thanks to Helena Karchere MBA, ACC, CPTD and Ginni Galicinao ACFBA, ACFWA, CAP, CPCC, ORSC for your hospitality. Yvonne Moore Rob Kaufold Natalie Hayden Kennedy Jon Kraus Sara Montgomery Katherine Pease Sharon Schneider Aaron Seeman Nancy Slyter Rachel Spory-Leek, CSPG Tony Macklin, CAP® Travis Meister, Ed.D. Dien Yuen 袁詩鈿

I am excited for the upcoming Purposeful Planning Institute annual Rendezvous next week! I was amazed at my first experience last year to join a community of professionals committed to supporting families with wisdom, holistic perspectives, and creativity. So many of our Bailey Program for Family Enterprise at DU members, coaches, guest speakers and faculty are part of the PPI community. It will be good to reconnect and learn from each other. ALSO, the Bailey Program is a proud sponsor and you can visit our table anytime to chat and collect materials. For those attending, please join Richa Singh and I for a lunchtime roundtable discussion Wednesday on: "Generating Real Change in Family Systems". We will bring experience in coaching, family consulting, adult education and neuroscience to facilitate a chat on how individuals and families actually make the healthy changes they intend to. #familysystems #familybusiness #neuroscience #behaviorchange

Are you ready to transform large amounts of information into compelling data visualizations? Join Executive Education at DU for Data Visualization Using Power BI, starting on Monday, Sept. 26! Taught by Amy Phillips, this three-day online workshop will break down how to use and apply Power BI to create stunning visuals without complex algorithms or coding. Availability is limited, register today: https://lnkd.in/gcmiKsjW

Are you unwittingly putting yourself at risk by being a trustee without the appropriate knowledge and skills? One of our most popular podcasts - this episode with Judy Pearson of Woodruff Sawyer on Fiduciary Risk Management has sparked more than one education journey! Judy, a seasoned expert in family office and trustee liability covers personal liability, the role of the trustee, and strategies to protect families and their beneficiaries during wealth transfer. Check out this podcast to learn more about: - Fiduciary Duties: Understanding the duty of obedience, prudence, and objectivity. - Types of Trustees: Differences between family, corporate, and independent trustees. - Risk Management: Identifying exposure points and the importance of trustee indemnification. - Liability Concerns: Real-life examples of personal risk and new regulatory challenges. Get the episode here: https://zurl.co/2APb

Kenneth Monfort’s journey from Greeley to Denver is a story of commitment and vision. Explore his insights on economic development and community growth on the latest podcast episode of "A Seat at the Table." https://lnkd.in/gGV_MTXD