Family Office Executive Overview Workshop - Daniels College ...
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BAILEY PROGRAM FOR FAMILY ENTERPRISE Family Office Executive Overview Workshop PROGRAM DATES: OCTOBER 14-21, 2021 Family offices are a growing force in the family enterprise field. EY estimates there are more than10,000 single-family offices globally, at least half of which were started within the past two decades. This rapid growth is changing the world of family offices faster than ever. As family offices grow increasingly complex, they demand the cultivation of knowledge, training, and agility to thrive and flourish. In this highly-flexible, content-applicable workshop, hosted by the Bailey Program for Family Enterprise, participants look through an enterprising family lens as they gain a broad overview perspective on systemic areas impacting family offices. Relevant interdisciplinary trends in family offices include: innovations in strategy, insights into viable structures, investments, real estate, compliance, estate planning, philanthropy, technology, the fourth industrial revolution, cyber security, privacy, social impact, sustainability, cultural values, and family engagement and education. daniels.du.edu/executive-education/bailey-program-family-enterprise/
Family Office Executive Overview Workshop
AGENDA
The Family Office Executive Overview Workshop consists of eight learning modules that
will address topics from an interdisciplinary perspective. Sessions will be fully virtual. All
times are Mountain Standard Time.
THURSDAY, OCTOBER 14, 2021 5:00 p.m. - 6:00 p.m
Afternoon: Virtual Meet & Greet, Connect, and Happy Hour
MONDAY, OCTOBER 18, 2021 9:00 a.m. - 4:00 p.m.
Module 1: Program Overview, Family Dynamics and Communication
X Understand individuals and family systems
X Gain insight into family dynamics, group behaviors, and trust building techniques
X Learn communication strategies to positively influence leadership, decision making, and
interpersonal relationships in the office and with the family
Module 2: Family Governance
X Gain insight into the purpose of family governance
X Learn about effective family council practices
X Explore family member engagement and education
Module 3: Philanthropy
X Clarify vision, goals, and strategy for philanthropic families and family foundations
X Determine ways to create and measure desired impact with philanthropic grants,
investments, and initiatives
X Learn about structuring family foundation operations
X Share successful practices for engaging all generations through philanthropy
TUESDAY, OCTOBER 19, 2021 9:00 a.m. - 4:00 p.m.
Module 4: Finance, Wealth Management, Investments, and Compliance
X Share wealth management philosophies
X Explore investment strategies
X Expand knowledge of behavioral finance and biases
X Discuss current compliance considerationsModule 5: Trust and Estate Law
X Highlight applicable principles of property law
X Discuss trends in real estate investments in family offices
WEDNESDAY, OCTOBER 20, 2021 9:00 a.m. - 4:00 p.m.
Module 5 (continued): Family and Corporate Law
X Discuss the role of family law in UHNW families and their continuity planning
X Highlight corporate law and business succession techniques
Module 6: Taxes
X Discuss 2021 strategies for wealth transfer
X Discuss tax planning and tax advantaged trust structures
X Learn about decision support data, reports, and technology platforms
Module 7: Real Estate
X Highlight applicable principles of property law
X Discuss trends in real estate investments in family offices
X Differentiate the needs and knowledge of family ownership groups
THURSDAY, OCTOBER 21, 2021 9:00 a.m. - 12:00 p.m.
Module 8: Application and Integration with Faculty Panel
X Learn from peer exchange and shared stories
X Ask the panel about relevant issues
X Identify ways in which participants plan to integrate takeaways
Molly Robertson | Molly.Robertson@du.edu | 303.871.3676
Bailey Program for Family Enterprise | Executive Education | Daniels College of BusinessFamily Office Executive Overview Workshop
MEET THE FACULTY
Michelle Clements Troy McWhinney
Lead faculty and Family Office President, Michelle Guest faculty and Co-Founder and Chief
Clements has expertise in family governance, Investment Officer of McWhinney, a Denver-based
wealth management, and organizational strategy. commercial real estate firm. Troy has over 25
years of experience in the real estate sector.
Rebecca Franciscus
Guest faculty, SEC Enforcement Attorney, and David Starbuck
Executive Director of the RJC Family Foundation, Guest faculty and Partner at BakerHostetler, David
Rebecca is the co-founder of Foundation Matters. specializes in private wealth planning, designing
tax-advantaged trust structures and advising on
Brandon Johnson sophisticated business succession techniques.
Guest faculty and Principal at the Johnson
Financial Group, LLC, Brandon is an acting board Marte Timmers
member for several organizations including DU, Guest faculty and Member at Sherman and
the Children’s Hospital, and ACE Scholarships. Howard, Marte has practiced law for more than
20 years, focusing on family law for more than
Kristin Keffeler half that time.
Guest faculty and DU alumnae, Kristin Keffeler is
the founder and owner of Illumination360 and an Sue Young
advisor and certified professional coach. Guest faculty and Transactional Lawyer, Sue’s
practice focuses on mergers and acquisitions,
PJ Kovach corporate finance, and general corporate law.
Guest faculty and Managing Director at Deloitte
Tax, PJ brings 20 years of experience working
with High Net Worth families.
Katie Kramer
Guest faculty and President and CEO of the
Boettcher Foundation, Katie brings experience
with extensive local and national board service
and national recognition for her expertise in
scholarship selection processes.
REGISTRATION AND COST
Participants can register for the workshop online at the Bailey Program for Family Enterprise
website. The program cost is $3,000 per participant. Register early to guarentee space;
workshops can fill quickly.
Molly Robertson | Molly.Robertson@du.edu | 303.871.3676
Bailey Program for Family Enterprise | Executive Education | Daniels College of BusinessBailey Program for Family Enterprise MORE INFORMATION The Bailey Program for Family Enterprise (BPFE) is a comprehensive learning and scholarship community directed from the University of Denver Daniels College of Business. The purpose of the BPFE is to elevate family enterprise through education, experiences, and engagement. Serving DU students, alumni, enterprising families, family businesses, family offices, governing boards, family councils, and the advisors who affect and are affected by them, BPFE offers speaker series, courses, seminars, workshops, conferences, peer exchange forums, membership networks, resources, research, and tailored or customized curriculum for professional service firms and family learning organizations. BPFE strives to be the preeminent university resource for family enterprise education based in the Rocky Mountain region and proudly serves in an expanding leadership role in both national and global practice and scholarship arenas. The Bailey Program for Family Enterprise was made possible by a generous gift from the Paul T. Bailey estate to the University of Denver where many family members are alumni. For more information about the Bailey Program for Family Enterprise, contact Director Kim Schneider Malek at kim.malek@du.edu or (303) 915-0242. ADDITIONAL LEARNING OPPORTUNITIES For those interested in a deeper exploration of each module, there will be subsequent full- day Bailey Program for Family Enterprise courses (called Sprints) on each module topic in the 2021-2022 academic year. Sprints will be offered virtually, on-site at the University of Denver’s campus, or through a hybrid of the two. Visit our website for more information. daniels.du.edu/executive-education/bailey-program-family-enterprise/ Kim Schneider Malek | Kim.Malek@du.edu | 303.915.0242 Bailey Program for Family Enterprise | Executive Education | Daniels College of Business
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