November 4, 2026 | 8:30–10:30 AM MT | University of Denver
A partnership with the Bailey Program for Family Enterprise, University of Denver; Plante Moran Wealth Management; and The Family Business Consulting Group
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.
Lo que aprenderá
- What Has Changed and What Hasn’t: See how family enterprise practices have shifted over three decades, and where they’ve remained remarkably consistent.
- Today’s Top Concerns: Understand the issues family enterprises are most focused on now, and how they compare to 1995.
- What the Data Means for Your Family: Consider where these findings suggest your family enterprise should focus its attention going forward.
- Practical Guidance from the Field: Gain insights from advisors with expertise in both financial planning and family dynamics, and bring your questions for an interactive Q&A with the panel.
Program includes breakfast. Registration to open soon.
Presenters: Richa Singh and Joshua Nacht, The Family Business Consulting Group; Jeff Watkins and Sara Montgomery, Plante Moran; Brannon Fisher, Ball Brothers Foundation