All family enterprises have at their heart the relationships and legacy of the family. This is a powerful asset, but it also 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
Winter Roundtable Event:
“Artifical Intelligence Tips for Your Family Business”
Event Details:
When: February 25, 2025 | 8:30 a.m. to 10:30 a.m. (breakfast included)
Cost: $55 or free for members of the Bailey Program for Family Enterprise
Location: University of Denver Joy Burns Center Tuscan Ballroom | 2044 E Evans Ave, Denver, CO 80210
Please Note: Bailey Program Roundtables are only open to families/owners, and advisors who are current members (you are welcome to attend one Roundtable before deciding on membership).
Learn practical tools to leverage in your business right away, from Nick Machol, who has implemented and taught others to drive efficiencies and revenues through AI. By attending this roundtable, you’ll:
- Be inspired by AI and see the pragmatic applications.
- Learn how Generative AI works
- Get hands-on experience using AI tools.
- Start your organizational journey towards AI.
- Start a personal journey towards getting better at AI.
Featured Speaker: Nick Machol
Nick Machol is a professional investor, executive, board member and advisor. He was the third-generation family leader and chief executive officer of Machol & Johannes, LLC, up until the firm’s exit transaction in late 2021. Nick fills his professional time with board service, delivering AI training seminars, executive coaching, real estate investing, energy investing, and volunteer work. He is also an alum of Daniels College of Business and an active member of the Young Presidents’ Organization (YPO).
Spring Roundtable Event:
“Healthy Boundaries for Healthy Relationships in Family Business”
Event Details:
When: Thursday, April 10, 2025 | 8:30 a.m. to 10:30 a.m. (breakfast included)
Cost: $55 or free for members of the Bailey Program for Family Enterprise
Location: University of Denver Joy Burns Center Tuscan Ballroom | 2044 E Evans Ave, Denver, CO 80210
Join us for a transformative roundtable event that discusses the crucial art of establishing healthy energetic boundaries, especially in the dynamic and often complex world of family businesses.
In this session, we’ll dive into why maintaining clear and balanced boundaries is essential for both personal well-being and business success. We’ll tackle the unique challenges of feeling emotionally entangled with family members, where the lines between personal and professional often blur, and help you recognize how this can lead to burnout, confusion, and decision-making paralysis. You’ll learn how to reclaim your energy, honor both yourself and others, and build the clarity needed to thrive—both in your business and in your relationships.
This Roundtable, led by 6th generation family business CEO Anne Bauer, invites you to rethink your approach with an empowered mindset. Using practical tools and personal reflection exercises, you’ll start developing a deeper understanding of your own energy, what triggers disruptions in your space, and how to reclaim your agency without feeling guilty or selfish.
Whether you’re the founder of a family business or navigating the complexities of working alongside loved ones, you’ll leave with concrete strategies to create boundaries that feel both grounded and flexible—enabling you to love and respect yourself while maintaining healthy, supportive relationships with everyone around you.
Featured Speaker: Anne Bauer
Anne Bauer is a Family Business Coach, the President & CEO of Racket Merchandise Company, her family’s 6th-generation business, and the host of the Legacy: Navigating Family Business Podcast. Anne is also the editor-in-chief of Legacy Magazine.
With an educational background in psychology, coaching, and energy work, coupled with over 25 years of firsthand experience in not just one, but three multi-generational family businesses, Anne brings a deep understanding of the unique challenges family businesses face. She works alongside her husband, parents, and two siblings, making her perspective both personal and professional.
In 2020, Anne founded Legacy to offer holistic support for family businesses navigating generational transitions. She helps her clients through these changes in a way that is truly unique and invaluable to multi-generational businesses worldwide. Her approach is grounded in the three Legacy Family Business Pillars—Healthy Boundaries, Clear Communication, and Authentic Connection—ensuring businesses thrive while preserving their legacies for future generations.
Check out Anne’s “5 Steps for Having Hard Conversations in Family Business” and learn more about her work at www.thelegacyevolution.com.
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.
Past Roundtable Events
“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
