Events + Workshops
Developing fresh and compelling workshop and seminar topics is important to us. Check out our upcoming seminars, trainings and peer groups, and take a peek at topics we’ve covered in the past.
Events + Workshops
Developing fresh and compelling workshop and seminar topics is important to us. Check out our upcoming seminars, trainings and peer groups; and, take a peek at topics we’ve covered in the past.
Upcoming Seminars + Workshops at Dynamics of Family Wealth
Upcoming Seminars + Workshops
Rising Generation Peer Forums
monthly, YEAR-LONG gatherings for the rising gen
UNIVERSITY OF DENVER, COLORADO
The Rising Generation are hungry for a place where they can gather and speak openly with others who share the same life experiences around the challenges of wealth. Join us for a monthly gathering that combines education and peer sharing through the Rising Generation Peer Forum at the University of Denver’s Bailey Program for Family Business.
DETAILS >>
Impact Philanthropy Advisor Certification
Powered by Daylight a New Standard for Impact
JULY 29, 2024
HOSTED AT THE UNIVERSITY OF DENVER, COLORADO
AUGUST 2, 2024
ASPEN, COLORADO
Interested in enhancing your philanthropic giving skills or learning how to become a Philanthropic Advisor? Join me and others as we lead you in earning your certification as an Impact Philanthropic Advisor.
DETAILS >>
Power of a Legacy Statement
Purposeful Planning Institute’s Rendezvous
JULY 29 – AUGUST 1, 2024
WESTMINSTER, COLORADO
A powerful process to help guide clients in creating a legacy statement—a journey that goes beyond just assets and dives into love, intention, and lasting impact.
Breakout Session: Purposeful Planning Institute Rendezvous 2024 with Ginni Galicinao and Thomasina Williams
DETAILS >>
Annual Dinner Celebration to Support Thriving Family Business
SEPTEMBER 12, 2024
UNIVERSITY OF DENVER, COLORADO
The biggest night for family business in Colorado! The annual dinner celebration of the Bailey Program for Family Enterprise is a family-friendly learning and networking event. Hear about important updates from our family business advocacy partner Family Enterprise USA and listen to an engaging panel of family members share stories on “Aligning Family for Decision Making”.
DETAILS >>
Annual Dinner Celebration to Support Thriving Family Business
SEPTEMBER 12, 2024
UNIVERSITY OF DENVER, COLORADO
The biggest night for family business in Colorado! The annual dinner celebration of the Bailey Program for Family Enterprise is a family-friendly learning and networking event. Hear about important updates from our family business advocacy partner Family Enterprise USA and listen to an engaging panel of family members share stories on “Aligning Family for Decision Making”.
DETAILS >>
Rising Generation Peer Forums
Monthly, YEAR-LONG GatheringS for the Rising Gen
UNIVERSITY OF DENVER, Colorado
The Rising Generation are hungry for a place where they can gather and speak openly with others who share the same life experiences around the challenges of wealth. Join us for a monthly gathering that combines education and peer sharing through the Rising Generation Peer Forum at the University of Denver’s Bailey Program for Family Business.
DETAILS >>
Past Seminars + Workshops at Dynamics of Family Wealth
Past Seminars + Workshops
Impact Philanthropy Advisor Certification
Powered by Daylight a New Standard for Impact
JULY 29, 2024, UNIVERSITY OF DENVER, COLORADO
AUGUST 2, 2024, ASPEN, COLORADO
Interested in enhancing your philanthropic giving skills or learning how to become a Philanthropic Advisor? Join me and others as we lead you in earning your certification as an Impact Philanthropic Advisor.
DETAILS >>
Power of a Legacy Statement
Purposeful Planning Institute’s Rendezvous
JULY 29 – AUGUST 1, 2024
WESTMINSTER, COLORADO
A powerful process to help guide clients in creating a legacy statement—a journey that goes beyond just assets and dives into love, intention, and lasting impact.
Breakout Session: Purposeful Planning Institute Rendezvous 2024 with Ginni Galicinao and Thomasina Williams
details >>
Family Governance: For Families and Family Businesses
Who needs family governance and what is the difference between family governance and corporate governance?
Growing up in the Shadow of Greatness?
What is it like to grow up with successful grandparents and even more successful parents? How do you find your place in this world? How do give our children the courage to make, and learn, from their own mistakes?
The Inheritance Conversation
Washington, Colorado, Utah, Milwaukee
How do we talk about the money? How much is enough? Why should we even begin this conversation?
Your Legacy Statement
Nationwide via Zoom
All of us have had our attorneys remind us to write down our wishes and intentions. How many of us actually do this? Together we focused on tackling the task of writing our Legacy Statements. Making the time to clarify, put down in words, and then share our hopes and dreams with our rising generation, other heirs, and trustees can be a powerful and loving experience for all.
Is Your Philanthropy Having the Impact You Want?
Colorado Mountain College
With an increased focus on philanthropic impact, more and more foundations are exploring innovative, new approaches for evaluation. Ginni Galicinao will lead a panel discussion on the various ways and mechanisms for evaluating impact, and ensuring donor’s happiness with their philanthropy. The panel will feature Susanne Morrison (Aspen Valley Community Foundation), Matt Hamilton (Aspen Ski Company’s Environment Foundation and Caring for the Community Foundation), and Debbie Wilde (Insight to Impact).
Family Communication Across Generations
Melbourne – Brisbane – Perth – sydney – adelaide, Australia
Raising children in wealth and family communication across generations are the topics for a series of workshop/seminars that have been planned for members of the Private Wealth Network, an organization that serves high-net-worth-individuals and their families based in Australia, New Zealand, and Singapore.
Raising Children in Wealth
Auckland, new zealand
Raising Children in Wealth and Family Communication Across Generations are the topics for a series of Workshop/Seminars that have been planned for members of the Private Wealth Network (www.pwnetwork.com.au), an organization that serves High Net Worth individuals and their families based in Australia, New Zealand, and Singapore.
A Family Affair: Conversations with the Next Generation
DESIGNED BY MEMBERS OF THE NEXT GENERATION
Meaningful discussions about inheritance for all generations.
read more
Exploring the Impact of Your Investments: Do They Align with Your Values?
read more
The Next Generation: Engaged and Giving Back
In collaboration with the Aspen Young Professionals Association and DEVO group, we explored the many ways in which the Next Generation can have an impact through giving in its own community. With over 400 active nonprofits in the Roaring Fork Valley, how do people decide where and how to get involved?
read more
The Ethical Will
The purpose of an ethical will is to pass on your values, wisdom, family stories (from a lessons-learned perspective), and other important information to your heirs and future generations whom you may not have even imagined. During this workshop, we explored the ancient traditions of ethical wills, and learned how to create and pass on your own message of beliefs, life lessons, wisdom and hopes for the future.
In Conversation with Jim Calaway
Living Modestly: The Key to a Happy, Successful Life for an Entrepreneur.
Meet Jim Calaway, a self-made Texas wildcat. Jim’s journeys took him from the oil fields of Texas to finding his heart and soul through living simply, mentoring other young entrepreneurs, and making his philanthropic giving his priority.
A Matter of Trust(s): Empowering Our Next Generation to Thrive
- What are the deeper questions and conversations you want to have with your advisors and family?
- What role does your family story play in your estate planning and empowerment of your heirs?
- What type of relationship do you want between your heirs, their trustees and other advisors?
read more
Women Wisdom Wealth…and a Little Wine
A series of fun, interactive, educational evenings designed for women who are ready to achieve financial freedom by raising their knowledge and abundance frequency around prosperity and wealth.
read more
The Spirit of the Gift
How much is enough…for you, your heirs, your legacy? More importantly, how do you talk about it?
read more
The Cycle of the Gift: Family Wealth and Wisdom
How do I prepare my heirs to be recipients of large gifts?
read more
More Than Money : Conversations That Matter
- Transactions vs. Transformational Gifts
- Personal and Family Values
- What Does Your Wealth Mean to You and Your Family?
Women and Wealth: What’s The Money For?
Whether you inherited it, earned it, or married into it, wealth brings with it many challenges and opportunities.
Engaging the Next Generation
EMBRACING THE CHALLENGES OF WEALTH, RESPONSIBILITY AND LEGACY
For those who are wondering how to talk about the money, thinking about creating a donor-advised fund or family foundation, wondering how to engage the next generation, or just beginning their journey.
National Philanthropy Day
A celebration of giving. Are you using all the tools at your disposal to accomplish your mission and the thrive in today’s challenging environment?
read more
What’s Your Legacy?
Few of us have taken the time to ponder the legacy we’d like to create. How do you want to be remembered? What does wealth mean to you and your family? Do your values and goals match your philanthropy?
READ MORE
After Three Cups of Tea, How do We Make Smart Choices?
Greg Mortenson’s book Three Cups of Tea motivated millions to contribute nearly 60 million to his charity. Unfortunately, complains arose regarding how the donations were spent, whether Mortenson was personally benefitting, and whether some of the most dramatic stories in his books were even true. How do we make smart choices with our global philanthropy in the face of these challenges?
READ MORE
Family Governance: For Families and Family Businesses
Who needs family governance and what is the difference between family governance and corporate governance?
Growing up in the Shadow of Greatness?
What is it like to grow up with successful grandparents and even more successful parents? How do you find your place in this world? How do give our children the courage to make, and learn, from their own mistakes?
The Inheritance Conversation
Washington, Colorado, Utah, Milwaukee
How do we talk about the money? How much is enough? Why should we even begin this conversation?
Your Legacy Statement
Nationwide via Zoom
All of us have had our attorneys remind us to write down our wishes and intentions. How many of us actually do this? Together we focused on tackling the task of writing our Legacy Statements. Making the time to clarify, put down in words, and then share our hopes and dreams with our rising generation, other heirs, and trustees can be a powerful and loving experience for all.
Is Your Philanthropy Having the Impact You Want?
Colorado Mountain College
With an increased focus on philanthropic impact, more and more foundations are exploring innovative, new approaches for evaluation. Ginni Galicinao will lead a panel discussion on the various ways and mechanisms for evaluating impact, and ensuring donor’s happiness with their philanthropy. The panel will feature Susanne Morrison (Aspen Valley Community Foundation), Matt Hamilton (Aspen Ski Company’s Environment Foundation and Caring for the Community Foundation), and Debbie Wilde (Insight to Impact).
Family Communication Across Generations
Melbourne – Brisbane – Perth – sydney – adelaide, Australia
Raising children in wealth and family communication across generations are the topics for a series of workshop/seminars that have been planned for members of the Private Wealth Network, an organization that serves high-net-worth-individuals and their families based in Australia, New Zealand, and Singapore.
Raising Children in Wealth
Auckland, new zealand
Raising Children in Wealth and Family Communication Across Generations are the topics for a series of Workshop/Seminars that have been planned for members of the Private Wealth Network (www.pwnetwork.com.au), an organization that serves High Net Worth individuals and their families based in Australia, New Zealand, and Singapore.
A Family Affair: Conversations with the Next Generation
DESIGNED BY MEMBERS OF THE NEXT GENERATION
Meaningful discussions about inheritance for all generations.
read more
Exploring the Impact of Your Investments: Do They Align with Your Values?
read more
The Next Generation: Engaged and Giving Back
In collaboration with the Aspen Young Professionals Association and DEVO group, we explored the many ways in which the Next Generation can have an impact through giving in its own community. With over 400 active nonprofits in the Roaring Fork Valley, how do people decide where and how to get involved?
read more
The Ethical Will
The purpose of an ethical will is to pass on your values, wisdom, family stories (from a lessons-learned perspective), and other important information to your heirs and future generations whom you may not have even imagined. During this workshop, we explored the ancient traditions of ethical wills, and learned how to create and pass on your own message of beliefs, life lessons, wisdom and hopes for the future.
IN CONVERSATION WITH JIM CALAWAY
Living Modestly: The Key to a Happy, Successful Life for an Entrepreneur
A Matter of Trust(s): Empowering Our Next Generation to Thrive
- What are the deeper questions and conversations you want to have with your advisors and family?
- What role does your family story play in your estate planning and empowerment of your heirs?
- What type of relationship do you want between your heirs, their trustees and other advisors?
read more
Women Wisdom Wealth…and a Little Wine
A series of fun, interactive, educational evenings designed for women who are ready to achieve financial freedom by raising their knowledge and abundance frequency around prosperity and wealth.
read more
The Spirit of the Gift
How much is enough…for you, your heirs, your legacy? More importantly, how do you talk about it?
read more
The Cycle of the Gift: Family Wealth and Wisdom
How do I prepare my heirs to be recipients of large gifts?
read more
More Than Money : Conversations That Matter
- Transactions vs. Transformational Gifts
- Personal and Family Values
- What Does Your Wealth Mean to You and Your Family?
Women and Wealth: What’s The Money For?
Whether you inherited it, earned it, or married into it, wealth brings with it many challenges and opportunities.
Engaging the Next Generation
EMBRACING THE CHALLENGES OF WEALTH, RESPONSIBILITY AND LEGACY
For those who are wondering how to talk about the money, thinking about creating a donor-advised fund or family foundation, wondering how to engage the next generation, or just beginning their journey.
National Philanthropy Day
A celebration of giving. Are you using all the tools at your disposal to accomplish your mission and the thrive in today’s challenging environment?
read more
What’s Your Legacy?
Few of us have taken the time to ponder the legacy we’d like to create. How do you want to be remembered? What does wealth mean to you and your family? Do your values and goals match your philanthropy?
READ MORE
After Three Cups of Tea, How do We Make Smart Choices?
Greg Mortenson’s book Three Cups of Tea motivated millions to contribute nearly 60 million to his charity. Unfortunately, complains arose regarding how the donations were spent, whether Mortenson was personally benefitting, and whether some of the most dramatic stories in his books were even true. How do we make smart choices with our global philanthropy in the face of these challenges?