The 10x10 Learning Roadmap

Stephen Goldbart, Ph.D.

Co-Founder of MMCI, with over 40 years of professional experience, Stephen Goldbart is a licensed clinical psychologist, professor, author, public speaker, and organizational consultant. His professional interests focus on the opportunities and challenges of wealth, including the psychology of life transitions, adult development, depth psychotherapy, neuroscience, strategic and succession planning. Dr Goldbart has a passion for working with complex family/organizational systems, helping to clarify purpose and establish structured procedures to find solution pathways. He has consulted with individuals, families, Family Offices, and organizations to help develop the fulfilling and sustainable balance of personal, professional, and philanthropic goals. He has codeveloped and led training programs for financial and philanthropic professionals. As a senior-level consulting psychologist, he has been teaching seminars and workshops for over 30 years for both practicing therapists and clients.​

Dr. Goldbart is co-author of Mapping the Terrain of the Heart: Passion, Tenderness, and the Capacity to Love, and Affluence Intelligence (Da Capo/Perseus 2012), as well as articles in both professional and mainstream publications. Along with Joan DiFuria, articles on issues of money and meaning can be found on their Affluence Intelligence blog at Psychology Today. (www.psychologytoday.com/blog/affluence-intelligence).​

Appearing publicly before audiences, including national radio and television, philanthropic organizations, and professional associations, he has covered topics that have included issues such as: having successful multigenerational family meetings, the emotional issues of wealth and inheritance, raising children in affluent families, effective philanthropy from the inside out, and strategic life planning.

Joan DiFuria, MFT​

Joan DiFuria, Co-Founder of MMCI, is a globally recognized speaker and consultant for families of wealth, family businesses, Family Offices, and enterprises. She helps clients attain successful and lasting impact on their lives, their families, and their businesses. Ms. DiFuria has codeveloped and led numerous training programs on the psychology of wealth and life planning for financial and philanthropic professionals.

Bringing together expertise in business and psychology, she focuses on issues associated with wealth, such as the impact of money on children, succession planning, governance, legacy, and the challenges of multigenerational family communication. Ms. DiFuria combines a unique and proven expertise in business and psychology to provide high-level leadership development to senior-level executives and executive teams in Fortune 500 companies. Ms. DiFuria completed the Harvard Business School Program for Management Development and has 18 years of industry experience as national marketing director and director of long-term strategic operations for the world’s largest multinational metals distribution corporation. After her success in industry, she become a licensed psychotherapist and has been in private practice for over 25 years. MMCI is the amalgam and outgrowth of her experience, capabilities, and interests.

Joan is known throughout the industry as a person who is truly passionate about her work, enjoys talking to people, empowering women, and helping family businesses thrive.

Ms. DiFuria has appeared in major newspapers, magazines, radio, and television as well as speaking to notable financial and business institutions around the globe. She is coauthor of Affluence Intelligence (Da Capo/Perseus 2012), as well as articles in both professional and mainstream publications.

Field of Study: Specialized Knowledge – Participants will earn 3.5 CPE credits by completing this course, which includes achievement of at least a 70% score on each of the final assessments. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state.

Learning Objectives: Upon completion of the program, participants will be able to identify the foundational elements for fostering thriving individuals and a connected family of wealth; define and describe the importance of fostering a “bountiful life;” recognize why it is important to use a holistic, lifespan model to effectively integrate wealth; define the 10 competencies across the 10 stages of life; identify the key elements that define each of the 10 Competencies; recognize how the 10 Competencies, develop across the arc of life: Building a bountiful life, and helping to guard against the risks of financial abundance; define the purpose and use of the Life Stage Overview Charts; outline how the competencies foster positive plasticity: resilience and anti-fragility; describe core Identity: Who I am, What I’m capable of, and what really matters; list the four stages of wealth identity development; name the main goals of the 10x10 learning roadmap; identify how to use the 4 steps to implementing the 10x10 Learning Roadmap with clients; outline how to build client-driven customized learning action plans; recognize the steps to use the 10x10 to develop group learning programs.

Program Level: Overview | No prerequisites or advance preparation are required

Delivery Method: QAS Self Study

Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

REFUND POLICY: Refunds are offered within two (2) business days of a course purchase if it has not been accessed. For more information regarding refunds, concerns, or policies please email foxelearning@familyoffice.com or call 312.327.1200.