Presenters

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

Mindy Kalinowski Earley is Chief Learning Officer for Family Office Exchange (FOX). 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, Successful Generations podcast and is a regular speaker and facilitator. Mindy lives in Rockford, MI, with her husband, daughter, and Bernedoodle.

Stephanie Traversy
Vice President of Personal Development and Governance, Bridgegreen Capital

Following 30 years in the realms of corporate education, executive leadership coaching, and organizational effectiveness, Stephanie’s passion and curiosity led her to the Family Office world. Having focused on engaging and developing top talent within the workforce, a natural progression was to join BridgeGreen Capital, and as Vice President of Governance and Personal Development,  she supports the successful transition of Social, Intellectual and Emotional Capital from second to third generation Family members.

Career highlights include managing national and international learning and development teams, implementing strategic CEO and Executive succession plans, designing and facilitating world class leadership programs, executive coaching, and consulting.

Stephanie holds a degree in Journalism, is a certified Executive Coach, Facilitator and Keynote Speaker. Her love of learning is an ideal backdrop for the programs she creates and implements – all of which are grounded in a strength’s-based  philosophy: Cultivating natural excellence results in boundless possibilities. 
 

Allison Lawshe
Learning Center Program Manager, FOX

Allison Lawshe is the Learning Center Program Manager at Family Office Exchange (FOX). In her role, she partners with FOX’s Chief Learning Officer, Mindy Kalinowski Earley, to deliver learning programs and content for families, family office staff and advisors. Allison brings ten years of family foundation experience to the role, most recently as Chief Program Officer at the IDP Foundation, Inc., where she led the international education portfolio and scaling of 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 and is a Professional Certified Coach.

Jeff Strese
Family Learning & Leadership Consultant, FOX

Jeff Strese is the Family Learning & Leadership Consultant at Family Office Exchange (FOX). As a consultant, Jeff has focused on multi-generational family enterprises, corporations, and mission-driven nonprofit organizations. He has more than 25 years of experience working across industries in the areas of leadership development, organizational effectiveness, and family dynamics. He holds certifications in family wealth and family business advising (CFWA, CFBA). 

Jeff is passionate about helping family businesses and organizations create clarity out of the complex and inspiring leaders from all backgrounds to develop and master critical skills like coaching, communication and emotional intelligence. He has developed innovative programs to guide next-generation leaders to reach their full potential in a fast-paced, global economy. 

Jeff has served as Chief Talent and Learning Officer (CTLO) at Tolleson Wealth Management, a multi-family office serving client families across the country. Prior to his role at Tolleson, Jeff served as the Chief Human Resources Officer (CHRO) at Southern Methodist University (SMU).