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Managing Family Dynamics & Talking About Money – Denver, CO

Pre-requisite: The 21/64 Approach

This training will be hosted at the headquarters of Rose Community Foundation.

Wondering how to prepare yourself for what issues might arise when broaching the subjects such as multigenerational success, legacy planning, or philanthropic engagement? Already experiencing client situations that have emotional content and feel complex?  These two days of training in Denver, CO in July 2023 will help make the invisible dynamics of a system visible to you as an advisor and facilitator of important discussions, online and in-person.

Day One will focus on Managing Family Dynamics.  You will learn to look at client situations using a family systems approach which illuminates how everyone is intrinsically and powerfully connected to our families of origin. We’ll look at the hidden dynamics embedded within each family or group system, and learn ways to shift these dynamics on behalf of the group. We’ve curated key theories in the field and will train you on tools to help you comfortably navigate conversations and decision-making with your donors and clients. You will experience this work personally by examining your own family system and move to facilitating tools you can use with others.

On Day Two, we delve into the topic of money, providing easily accessible ways to talk about money with clients, donors, and fund holders. Observe how your own money story informs or inhibits your money conversations with clients and practice facilitating money tools to add value to client conversations around wealth, legacy, and philanthropy planning. This training will also prepare you to support clients questioning how to have these conversations with their children.

Time to consult with participants in pairs and small groups allows you to address your specific challenges and tap into the wisdom of the group.

Next Training Date: July 26-27, 2023

Participants should plan for a combination of live learning in person, small group participant discussion, and independent work before and between sessions.

Live Learning (In Person in Denver, CO):

Wednesday, July 26, 2023, 8:30am/9:00am - 4:45pm MT

Thursday, July 27, 2023, 8:30am/9:00am - 4:00pm MT

This training will be hosted at the headquarters of Rose Community Foundation, located at 4500 Cherry Creek Drive South, Suite 900, Denver, CO 80246.

Pre-work and Between Sessions:

We will share some independent work, readings, and videos to prepare for the training.

Light work will be assigned between the sessions.

Materials

You will receive pre-training details electronically and hard materials once you arrive at the training. Agenda, pre-reading, and additional logistics will be shared via email and on 21/64 Connect.

Payment and Fees

Fees: Tuition includes the training, hard copy tools, electronic resources and 21/64’s shipping costs.

  • For-Profit Professional - $3,500
  • Non-Profit Professional - $2,850

Space is limited and training is filled on a first-come first-serve basis. Please note registration closes Wednesday July 12, 2023.

Cancellation and Make-ups

We understand life happens. If you cancel more than 60 days prior to the training, your registration will be refunded in full. All cancellations within 60 days are non-refundable. We will try to take into account any extenuating circumstances that result in cancellation and may allow your fee to be applied to a future training within 12 months. We cannot guarantee fee postponement beyond 12 months of the originally planned training.

All training sessions are live learning and are not be available as recorded sessions for make-ups. Please plan on attending all sessions for the full duration. If you miss a session, we’ll do our best to share what was covered if possible.

Questions?

If there’s anything you would like to discuss or if you have questions please don’t hesitate to reach out. We look forward to hearing from you!

Online registration for this training is now closed. If you would like to register, please contact Rich Polt at [email protected].

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21/64 Managing Family Dynamics & Talking About Money Training – Denver, CO – July 26 & 27, 2023

Price range: $2,850.00 through $3,500.00

  • Self/Role:

    At 21/64, we explore bringing ourselves to our work with donors and clients. In the following questions, we invite you to share the identities that you wish to embrace, explore and engage in your practice.
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Testimonials.


This week, I participated in 21/64’s Talking About Money Training to challenge one of the oldest taboos – money. The team and facilitators are excellent, creative, and very engaging! Thank you to 21/64 for giving me a framework to look at how my own money story informs/inhibits money conversations with my family and clients, and practice facilitating tools to add value to my conversations around wealth, legacy, and philanthropic planning. It was wonderful and fun to learn alongside a diverse set of peers in the field. We even had an awesome guy from Budapest in our group!

Jen Laun

CFP ®

21/64
2020-08-24T15:34:04-04:00

Jen Laun

CFP ®

This week, I participated in 21/64’s Talking About Money Training to challenge one of the oldest taboos – money. The team and facilitators are excellent, creative, and very engaging! Thank you to 21/64 for giving me a framework to look at how my own money story informs/inhibits money conversations with my family and clients, and practice facilitating tools to add value to my conversations around wealth, legacy, and philanthropic planning. It was wonderful and fun to learn alongside a diverse set of peers in the field. We even had an awesome guy from Budapest in our group!
This training exceeded my expectations and really took my learning from the 101 Training deeper and resonated with where I am professionally.
21/64
2017-07-03T17:46:03-04:00
This training exceeded my expectations and really took my learning from the 101 Training deeper and resonated with where I am professionally.
Other than grad school, it was the best professional development program I’ve ever been a part of.  It taught me a new way of approaching my work and interacting with donor families.
21/64
2017-07-03T17:46:49-04:00
Other than grad school, it was the best professional development program I’ve ever been a part of.  It taught me a new way of approaching my work and interacting with donor families.
I highly recommend this training, even if you are quite experienced in family meeting facilitation and client management. In addition to providing outstanding content, the training works on almost a meta level — not only are you covering the toolkits and techniques for facilitating family meetings in detail, but in addition you are able to observe skilled facilitators demonstrate these techniques in action as they work with the group. You are able to reflect about yourself and about the approach you bring to client work as you use the tools, and you are also able to learn from and share best practices with the highly experienced group of peers who attend the training alongside you. A highly valuable use of time!
Coventry Edwards-Pitt, Chief Wealth Advisory Officer
Ballentine Partners, LLC
21/64
2017-08-15T10:53:05-04:00
Coventry Edwards-Pitt, Chief Wealth Advisory Officer
Ballentine Partners, LLC
I highly recommend this training, even if you are quite experienced in family meeting facilitation and client management. In addition to providing outstanding content, the training works on almost a meta level — not only are you covering the toolkits and techniques for facilitating family meetings in detail, but in addition you are able to observe skilled facilitators demonstrate these techniques in action as they work with the group. You are able to reflect about yourself and about the approach you bring to client work as you use the tools, and you are also able to learn from and share best practices with the highly experienced group of peers who attend the training alongside you. A highly valuable use of time!
21/64 is in the forefront of philanthropic educational training in putting forth highly valuable educational programs for those professionals servicing high net worth families who are charitably minded. The classes are cutting edge in contemporary planning with topics covering core inter-personal professionals skills needed by today’s professional to be distinctive in your industry. The skill sets learned with these highly organized classes are certainly applicable to a wide variety of family wealth planning topics. Attendees come from different professional backgrounds and this environment serves as an unique opportunity to collaboratively educate oneself in a multi-disciplinary platform.

Roy Kozupsky, Partner in Private Client Department of Moses & Singer, LLP

21/64
2017-08-15T10:54:14-04:00

Roy Kozupsky, Partner in Private Client Department of Moses & Singer, LLP

21/64 is in the forefront of philanthropic educational training in putting forth highly valuable educational programs for those professionals servicing high net worth families who are charitably minded. The classes are cutting edge in contemporary planning with topics covering core inter-personal professionals skills needed by today’s professional to be distinctive in your industry. The skill sets learned with these highly organized classes are certainly applicable to a wide variety of family wealth planning topics. Attendees come from different professional backgrounds and this environment serves as an unique opportunity to collaboratively educate oneself in a multi-disciplinary platform.
Other than grad school, it was the best professional development program I’ve ever been a part of. It taught me a new way of approaching my work and interacting with donor-families.

201 Training Participant

21/64
2017-08-16T14:46:42-04:00

201 Training Participant

Other than grad school, it was the best professional development program I’ve ever been a part of. It taught me a new way of approaching my work and interacting with donor-families.
The training was such a life-changing and surprising gift. I am really excited about this idea of bringing my own experiences to bear on a consultancy that would combine philanthropy, family dynamics and youth development.

201 Training Participant

21/64
2017-08-16T14:47:38-04:00

201 Training Participant

The training was such a life-changing and surprising gift. I am really excited about this idea of bringing my own experiences to bear on a consultancy that would combine philanthropy, family dynamics and youth development.
The size of the group created a safe space to have candid discussions and practice skills in a non-threatening environment. It was a content-rich experience with tangible takeaways.

201 Training Participant

21/64
2017-08-16T14:48:47-04:00

201 Training Participant

The size of the group created a safe space to have candid discussions and practice skills in a non-threatening environment. It was a content-rich experience with tangible takeaways.
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