Getting Started with Family Learning

Mindy Kalinowski Earley, CMP, CFBA | Chief Learning Officer​, FOX

Mindy Kalinowski Earley is Chief Learning Officer for Family Office Exchange. In her role, she fosters integrated learning programs for enterprise families and is responsible for developing the family learning community. She co-chairs the FOX Rising Gen program and serves as an outsourced Chief Learning Office to FOX members. Mindy is inspired by helping people learn, grow, and discover how they will make personal and productive contributions, using their strengths and talents.​

Mindy has held various roles in small and large family offices and has been responsible for creating and stewarding professional learning networks supporting human and intellectual capital. She has designed learning experiences that increase the knowledge base and enhance the life path of individuals while providing personalized support and coaching to help them meet their goals. As a Strong Interest Inventory facilitator with a certificate in Family Business Advising, she enjoys helping families and rising generation members navigate the unique world of family enterprise and family relationships by understanding that responsibility and intention pave a path to personal achievement and satisfaction. She has been featured in the New York Times, Family Business Magazine, and Successful Generations podcast and is a regular speaker and facilitator. Mindy lives in Rockford, MI, with her husband, daughter, and Bernedoodle.​

Allison Lawshe​​ | Senior Manager, Learning Center, FOX

Allison Lawshe is a purpose-driven professional dedicated to empowering individuals and families to step into their greatness and amplify their impact – for themselves, their families, their communities, and the world. As the Senior Manager of the Learning Center at Family Office Exchange, she partners in the design and delivery of learning programs, customized consulting projects, content creation and thought leadership for families, family office staff and advisors. She is a professional coach and champions leadership development, rising gen engagement, and family learning. In addition to serving as a key contributor to the Rising Gen Leadership Program and Family Advisor Training Program, Allison spearheads FOX E-Learning, a flexible, cost-effective, and scalable learning solution that provides best practices and actionable insights based on FOX’s 35 years of collective intelligence.

Allison brings ten years of family foundation experience to her work at FOX, most recently serving on the leadership team as Chief Program Officer at the IDP Foundation, Inc. She led the international education portfolio, which included strategic planning, cultivating and managing collaborative partnerships, global advocacy efforts, and scaling a training and financing program to over 600 schools across Ghana.

Allison has an MPP from the University of Chicago, a BA in Economics and Latin American, Caribbean & Iberian Studies from the University of Wisconsin – Madison. She is a Certified Professional Coach and Everything DiSC Workplace® Facilitator. She also volunteers as an Executive Coach with the Executive Service Corps to propel the development of nonprofit leaders.

Field of Study: Specialized Knowledge – Participants will earn 1 CPE credit by completing this course, which includes achievement of at least a 70% score on each of the final assessment. 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 define family learning and its value to families and individual members, recognize best practices in designing and implementing an educational initiative, identify common family goals and considerations for developing a program, and select actionable steps to get started with launching or improving family learning efforts.

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.