Vectra Bank Colorado

Business for Breakfast

Business for Breakfast

Reducing Anxiety of Succession Planning

Vectra Bank, and Sherman

Reducing Anxiety of Succession Planning

Family businesses enjoy a special dynamic when it comes to preparing for the future, and succession planning can seem too daunting or too down–the–road to consider now. By understanding the considerations and asking the right questions, families and businesses can take on this conversation with less trepidation.

Whether you have already completed your planning or are unsure where to begin, the discussion lead by Family Enterprise Alliance’s Kim Schneider Malek spoke on reducing disruptions in your business, and advancing your family toward your goals and understanding of what you want to accomplish.

The event is ideal for:

  • Family–owned businesses considering or already conducting succession planning
  • Business–owning families who have continuity of the business as a long–term goal
  • Business owners who have active family members in the business
  • Multi–generational business–owning families who want greater insight into the universe of possibilities for the succession planning process
  • Business–owning families who have not yet begun succession but envision a possible transition in the next five to seven years.
  • Enterprising families who own multiple entities that the family hopes to continue owning and intends to pass shared decision–making to the next generation family members
  • Business–owning families who have found the thought of succession planning to be overwhelming
  • Business–owning families who have begun the succession journey but feel stuck or are not sure how to integrate all of the pieces into a collective whole that works

Download PDF of Presentation

Download the Article – Fair Process: Striving for Justice in Family Business

Kim Schneider Malek,
Founder/President of Family Enterprise Alliance, LLC

Kim Schneider Malek Kim Schneider Malek is the founder/president of Family Enterprise Alliance, LLC, a global education, facilitation, and consulting firm for family businesses, enterprising and philanthropic families, and professional advisors and organizations serving them. Since 1997, Kim has been advancing family enterprise in the areas of continuity, succession and strategic planning, governance, next–generation leadership development for family, ownership, and enterprise, family meeting and retreat facilitation, shared decision making, communication, conflict management, and customized education.

Kim has been an adjunct faculty member and guest lecturer for several professional associations and universities including the University of Denver Daniels College of Business since 2001. She teaches graduate–degree and professional credit courses in high performance management, leadership, communication, and family enterprise management and governance. She is an international author, speaker, and workshop facilitator focusing on a broad array of global family enterprise topics including the difficult conversations around governance, death, and fair vs. equal.

A founding co–editor of the Family Firm Institute’s Practitioner, an online publication for family–enterprise advisors, Kim also serves on the faculty of FFI7’s Global Education Network and was a member of the Body of Knowledge committee. Kim has been a member of the international “think tank” called Psychosocial Dynamics of Family and Business since 1997. She is a member of the Governing Board of a community of learning called Collaboration for Family Flourishing.

Kim holds an M.B.A. from University of Denver, a B.S. in Communication from Boston University, and certificates in family therapy, family business advising, and the family dynamics of wealth.

Prior to being in this field, Kim spent over a decade in a variety of positions in technology–based training and distance education programming for cable television and the internet. She transitioned industries following a three–month stint in Southeast Asia where she backpacked and taught English.

A life member and past president of the Allied Jewish Apartments (a low–income senior housing campus), Kim has served on several other boards and committees in the Denver and global Jewish communities, including the Denver Jewish Day School, the Jewish Community Foundation of Colorado, and the JFNA National Young Leadership Cabinet. She is a graduate of several year-long executive development programs including Leadership Denver and INFLUENCE.

A second–generation family enterprise advisor trained by her father, industry leader Frank Schneider, Kim lives in Denver, Colorado with her husband, their three children, and her giddy Golden Retriever, Maggy McPickles. She also remains close to her medical foster son and his family in Ethiopia.

**Important Details**
*The seminar, Reducing Anxiety of Succession Planning, is offered for informational purposes only, and should not be construed as legal or other professional advice. Consult with an attorney or other professional concerning your own needs and circumstances. The views and opinions expressed by the speakers are not necessarily those of Vectra Bank Colorado, its parent or affiliates.