Developing each for prosperity in all!
Family Enterprise Alliance, LLC
Developing each for prosperity in all!
Kim Schneider Malek
Founder/Consultant
Celebrating 25-years of dedicated service to
advancing family enterprise!
P: (303) 915-0242
E: kim@advancingfamilyenterprise.com
Family enterprise, that which courageously transforms and advances the innovation, initiative, and resourcefulness of a family into something that has sustainable, exchangeable, and collective value, is unique. Family enterprise is ownership and governance of family business. Family enterprise is family wealth management and family office. Family enterprise is philanthropy and family foundation. Family enterprise is family and family council. Family enterprise is a collective of individuals -- family members, shareholders, board members, executives, advisors, employees, suppliers, customers, and community beneficiaries.
Family enterprise is an intertwined system of family, ownership, governance, management, wealth, and social impact influences and decisions. What happens in one area affects the others. While many aspects of progress in family business and family enterprise growth and wealth generation are easily measured and controlled by numbers, true and lasting success happens when family and enterprise are in alliance, developing each for the prosperity in all.
Family enterprise alliance begins when enterprising and business-owning families cultivate an understanding and respect for the individuals who create family dynamics and the systemic nature of their relationship to each other, to ownership control, and enterprise management.
Family enterprise alliance proceeds when the owners' clearly articulate a plan reflecting the family's purpose, values, vision, mission, and goals. Family enterprise alliance regenerates when the governing body (typically a board) actively directs management according to that plan. Family enterprise alliance gains traction towards success when those active in leadership and decision making in the business entities responsibly create and implement strategies and structures that allow for available and accessible resources to be placed in service for the greatest chances of success.
The multi-generational continuity and succession planning journey includes navigating inevitable complexities that arise when family and enterprise strive for alliance. The journey demands attention, planning, and experiential collaborative learning. Some families experience the journey alone, hoping for the positive outcome they envision. Others partner with professional guides known as family business consultants or family enterprise advisors, to help them gain insight into the universe of possibilities for achieving their goals and to design and integrate plans around tailored proven practices.
Family Enterprise Alliance, LLC, a firm whose members have been exclusively focused in this area for over 25 years, is dedicated to systemically advancing all aspects of family business succession and family enterprise continuity towards their desired future story. We work collaboratively and strategically with those who affect and are affected by complex decisions and demanding allocation of resources to convert those decision into positive outcomes. Clients include ownership families, individual family members, family businesses, shareholders, boards, family councils, family offices, management teams, professional service providers, and peer and student learning groups.
Family Enterprise Alliance, LLC, provides custom consulting, family and team facilitation, personalized coaching, peer group learning, program and curriculum design, forums/retreats, and advisory team collaboration.
Facilitator l Educator l Workshop Developer l Keynote
Kim Schneider Malek is an award-winning professional speaker, facilitator, workshop developer, and emcee with over 300+ global engagements relative to family enterprise continuity, collaborative learning, and corporate university technology-based training. Her clients include family business centers, associations, conferences, peer groups such as YPO, Vistage, and Entrepreneurs' Organization, professional service firms, family offices, family meetings, and family councils. Kim has presented extensively throughout North America and increasingly throughout Europe and other countries. Clients, participants and students in her programs come from all over the world including Canada, China, Singapore, Japan, Mexico, Brazil, Spain, Poland, Czech Republic, Germany, GCC countries, Turkey, Israel, Caribbean Islands, Belgium, France, Italy, England, and Nigeria.
Kim custom designs curriculum and speeches on a wide variety of topics relative to the people-side of family enterprise and the cultural aspects of organizational continuity and succession planning.
Speaking Engagements (partial)
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Family Firm Institute (US, Belgium, UK)
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FOX (Family Office Exchange)
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Global Education Network (FFI)
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Institute for Family Business (UK)
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Family Enterprise Exchange (Canada)
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Business Enterprise Institute (US)
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MSI International (Global)
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Entrepreneurs' Organization (Global Family Business)
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YPO (RE Network)
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21/64
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JFNA
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Washington University Olin Business School, Executive MBA Leadership Series
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University of Denver Daniels College of Business (Executive MBA)
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Rocky Mountain Family Business Council
Speaking and Program Topics (partial listing)
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Cultivating Socio-emotional Wealth (SEW) : Beyond Money Matters!
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Five Key Lessons from Family Business: The Power of Blending Cultures in
Communities of Origin, Growth, and Aspiration
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Seven Ships on the Seas of the Social Economy: Navigating the Fleet of Mindsets Essential for
Advancing Collaboration, Engagement, and Enterprise
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Strategy Isn't Just for Corporations: The Role of Planning, Vision, Mission, and Values in Family Unity
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Bury Me in My Red Sneakers: Out-of-the-Box Conversations for In-the-Box Peace of Mind
(Five Communication Skills Advancing Small Group Dynamics toward Aspiration and Inspiration
Rather than Entropy and Demise) -
Awepreneurship(SM): A Mindset for Finding the Awe and Enterprise in Your Own Everyday Keynote Story
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Six Practices for Connecting the Fits and Starts of Succession So Planning Starts and Fits
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The Secret Sauce of Lasting Entrepreneurial Success: Unity in the Enterprising Family
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Five Communication Principles of Continuity Planning in Enterprising Families
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Developing Rising-Generation Family Leaders…With or Without a Business
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Awepreneurship: Ten Principles for Helping the Rising Generation Rise
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Family Enterprise Capital: It's About Time!
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Family Governance: The Role of Vote vs. Voice and Other Conflicting Commitments
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Integrating Collaborative Learning Into Family Councils
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S.H.I.F.T. G.E.A.R.S. for Family and Enterprise Continuity -- Mapping Your Mindset for
Effective Torque and Traction -
Can Next-Generation Family Enterprise Engagement Be Prescribed?
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Who Owns Your Legacy? Conflicting Commitments in Enterprising Families Pursuing Continuity
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Leveraging the Family Funnies to Improve Business
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The Power of Paradox -- Celebrating Failure in Families With Confident Vulnerability
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Branding the Family Business Beyond the Name
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Story: An Often Overlooked Form of Capital in Family Business
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Innovation, Creativity, and Entrepreneurship in Enterprising Families
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Building Family Unity through Philanthro-Travel
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Whose Dream Am I Living? A Quintessential Consideration for Family Members
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Family Business Secrets and Transparency: What If They Know?
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The Awkward Adventures of Akewak Wondimu: From 58-lbs of Crooked to Seven Points of Awepreneurship (Mining Emotions for Enterprise and Raising $500,018 through A Dinner of Unconditional Love)
Seminars and Workshops (partial listing) (half- and full-day events)
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Hawaii Family Business Center
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Institute for Family Business -- United Kingdom
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Rocky Mountain Family Business Impact Summit
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Governing the Family Business and Business Family
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Successful Succession Practices in Enterprising Families
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Managing Human Resources in Family Business
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Navigating the Familiness Factor in Business Leadership
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Communication Techniques That Influence Succession Planning
Peer Groups, Round Tables, and Forums
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Entrepreneurs' Organization: Global Family Retreat and Experience
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Family Business Management Forum
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Next Generation Leadership Forum
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Women in Family Enterprise
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Family Council Leadership (for those leading and being groomed to lead family governance structures)
Advisory Forums
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Working with Business-Owning Families Systemically When Your Client is Not the Family System
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What Makes Family Businesses Unique?
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Connecting with Next-Generation Decision Makers
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Facilitating Family Meetings
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Utilizing Action Research Methodology in Family Business Advising
Customized Programs, Workshops, and Presentations
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NARDA
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PRIDE Buying Group
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Baird/Robinson
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Land Title Guarantee Company
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MSI (International Network for Accountants and Attorneys)
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Business Enterprise Institute (Exit Planning)
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Kim Schneider Malek will work with your event planners and program development managers to custom design programs, workshops, and presentations targeted specifically to your associations, organizations, professionals, clients, and families. She can also serve as facilitator, master of ceremonies (MC), content expert, and faculty recruiter for experts in other areas. Contact: Kim Schneider Malek (kim@advancingfamilyenterprise.com or 303-915-0242).
Listing of Previous Engagements (partial)
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University of Denver Daniels College of Business (Executive MBA, Graduate and Undergraduate Courses)
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Family Firm Institute Annual Conferences – Sessions/Workshop Facilitation (US, Europe)
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Global Education Network (Web-Based and In-Person)
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MSI International (a global network of accountants and attorneys)
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Business Enterprise Institute (Exit Planning)
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National Speakers Association (Colorado Chapter)
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Colorado Society of CPAs
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Wealth Institute
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University of Denver Daniels College of Business (Executive MBA and graduate courses) and Women’s College
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Washington University in St. Louis (Denver Executive MBA program)
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Family Business Council
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Rocky Mountain Family Business Center
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UMB Bank, Family Business Series
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Vectra Bank of Colorado (parent is Zion National Bank)
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Jewish Federations of North America
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PsychoSocial Dynamics of Families and Businesses
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Estate Planning Council (Southeast Denver)
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Women’s Estate Planning Council (Colorado)
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Buying Groups (e.g. PRIDE)
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Professional Associations (e.g. National Association of Retail Dealers of America)
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Rotary Club (various locations)
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Lunch and Learns for Service Firms
Articles and Resources
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http://www.theguardian.com/sustainable-business/family-owned-sustainable-business-structures
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http://usum.in/read/2014/06/keep-family-first-in-family-business-say-advisers/
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http://today.devuofdenver.wpengine.com/2010/11/02/teaching-is-a-family-affair/
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http://www.businessweek.com/stories/2006-12-24/management-the-a-team
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http://www.bizjournals.com/search?q=%22Kim+Schneider+Malek%22
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http://ffipractitioner.org/2012/05/02/to-know-where-youre-going-know-where-youve-been/
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http://c.ymcdn.com/sites/www.ffi.org/resource/resmgr/ffi_gen2/ffi_gen_catalog_q3_2013.pdf