Family Advisor Training Program - September 18-19, 2024

Overview

Wednesday, Sep 18, 2024 - 08:00am
Thursday, Sep 19, 2024 - 03:00pm
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Region
Location
Dallas-area, TX

    The FOX Family Advisor Training Program will equip wealth advisors and family office professionals with the qualitative skills needed to meet the demands of increasingly complex client relationships. Through a unique inside-out-approach, you will work on self-discovery and develop self-mastery to improve how you effectively engage with others – both your clients and your team.

    Program Dates

    In-Person September 17-18, 2024, Dallas-area, TX
    Virtual modules on August 27, September 10, and November 5
    Registration closes on August 26

    What to Expect

    A paced learning approach with a cohort of peer advisors and family office professionals that begins with two virtual prep sessions, followed by a two day in-person intensive learning program, and concludes with a virtual application and accountability session.

    • Learn to adapt your communication style to build trust and long-term relationships with clients and your team.
    • Understand emotional intelligence to effectively navigate professional relationships and the emotions of others.
    • Develop an understanding of the stages of organizational change and the impact it has on people.
    • Understand how families evolve on their journey and how diversity and complexity impact each family.
    • Develop a comprehensive understanding on how to communicate with, develop and prepare the rising generation for ownership and leadership within the family enterprise.
    • Cultivate fundamental coaching skills to move into a “coaching role” with the client and to improve engagement in multi-disciplinary teams.
    • Understand the fundamentals of family systems. Gain ability to effectively identify and navigate complex family relationships.
    • Build ability to foster trust-building behaviors among family members that improves decision-making.
    • Curated resources and tools to manage your client relationships and advisory teams.

    Who Should Attend

    Registration is open to advisors and family office professionals with recurring interaction with families involving complex issues, such as family dynamics, rising gen prep, and succession planning. Advisors with an appetite to develop their own self-mastery as an aspiring or current team leader will also benefit from this program.  

    Pricing

    Register by August 2nd to receive $300 off of your registration fee

     

      Member Non-Member
    Individual Attendees $5,850 $7,350
    Multiple attendees from the same family $5,250 $6,650

    REFUND POLICY: For event registrations, refunds of payment will be offered if the cancellation is made in writing to Family Office Exchange at events@familyoffice.com prior to the start of the event. For more information regarding administrative policies please contact FOX office at: 312.327.1200.

    Field of Study: Management Services, Personal Development, Specialized Knowledge - Up to 10.5 CPE credits can be earned by attending this event. 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 adapt communication styles, develop emotional intelligence, build team leadership skills, manage change, understand how to prepare rising gen for ownership and leadership, navigate complex family relationships, and build trust to improve decision-making.

    Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: Group Live

    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.

    Wednesday, August 27, 2024 | 1:00 - 2:30 pm (Virtual)

    All times listed are in US Central Time.

      

    1:00 pm

    Virtual Session 1: Cohort Launch
    In addition to meeting your cohort, this first virtual session will provide a program overview, set expectations for the cohort learning model, and introduce the DiSC style inventory which you will complete after the session.

      

    Wednesday, September 10, 2024 | 1:00 - 2:30 pm (Virtual)
     

    1:00 pm

    Virtual Session 2: Style Inventory Interpretation
    To develop and lead others, you must first understand yourself. Complete the Everything DiSC to uncover your own effective communication style and inform how you communicate with, work with and lead others. In this second virtual session, we will conduct a first level interpretation of the Everything DiSC as a group to build self-awareness as preparation for the in-person intensive.

      

    Wednesday, September 18, 2024
     

    8:00 am

    Breakfast

      

    8:30 am

    Welcome & Introductions

      

    9:15 am

    Communication Styles & Emotional Intelligence 
    Gain an understanding of your own communication style and how to adapt it to build client relationships and improve team dynamics. Building on the knowledge and skills of communication, improve your emotional intelligence (EQ) to effectively navigate professional and client relationships and the emotions of others. 

    Jeff Strese, Family Learning & Leadership Consultant, FOX

    2.0 CPE | Personal Development

      

    11:10 am Break

      

     

    11:25 am

    Family Systems
    Understand the fundamentals of family systems and patterns related to communication, culture, relationships, and succession.

    Mindy Kalinowski Earley, Chief Learning Officer, FOX

    0.5 CPE | Specialized Knowledge

      

    12:00 pm

    Lunch

      

    12:45 pm

    Change Management 
    Develop an understanding of the stages of organizational change and the impact it has on families and organizations. Learn to guide clients through times of change and navigate change within your own organization. 

    Jeff Strese, Family Learning & Leadership Consultant, FOX

    1.5 CPE | Management Services

      

    2:15 pm

    Break

      

    2:30 pm

    Rising Gen Development
    Understand how to communicate with, develop and prepare the rising generation for ownership and leadership within the family enterprise. Strengthen working relationships with the next generation and learn how rising gen fit into and are impacted by family governance.

    Mindy Kalinowski Earley, Chief Learning Officer, FOX

    1.0 CPE | Specialized Knowledge

      

    3:30 pm

    Building Trust
    Gain skills needed to foster trust-building behaviors and consensus-building among family members to improve decision-making.

    Jeff Strese, Family Learning & Leadership Consultant, FOX

    Allison Lawshe, Learning Center Program Manager, FOX

    1.0 CPE | Specialized Knowledge

      

    4:30 pm

    Day 1 Concludes

      

    6:00 pm

    Cocktails & Dinner

      
     

    Thursday, September 19, 2024
     

    8:00 am

    Breakfast

      

    8:30 am

    Reflections and Group Activity

      

    9:00 am

    The Evolution of Multi-generational Families
    Understand how families evolve on their journey and how diversity and complexity impact each family enterprise. Learn 8 important questions to help families on their journey, and how you can help get them “un-stuck” when challenges arise.

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

    1.5 CPE | Specialized Knowledge

      

    10:30 am

    Break

      

    10:45 am

    Team Leadership
    Develop fundamental understanding and practice coaching skills to effectively coordinate multi-disciplinary client teams and lay the groundwork for navigating family dynamics. 

    Jeff Strese, Family Learning & Leadership Consultant, FOX

    1.0 CPE | Personal Development

      

    11:45 am

    Lunch Break

      

     
    12:45 pm Ask the Experts Panel Discussion

      

    1:15 pm

    Personal Development Plan and Closing
    Prepare a personal development plan to translate learning into action after the program and strengthen accountability. Discuss progress towards your plan during the final virtual session.   

    Jeff Strese, Family Learning & Leadership Consultant, FOX

    2.0 CPE | Personal Development

      

     
    3:00 pm Program Concludes


     

     

    Wednesday, November 5, 2024 | 1:00 - 2:30 pm (Virtual)
     

    1:00 pm Virtual Session 3: Application and Accountability
    Reconnect with your cohort to discuss progress towards your personal development plan, share learnings, and explore solutions to challenges you are facing.

     

     

    Presenters

     

    mihMindy 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.

    asdaStephanie 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.

    jstreseJeff 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).  

    What is your refund policy?

    For event registrations, refunds of payment will be offered if the cancellation is made in writing to Family Office Exchange at events@familyoffice.com prior to the start of the event. For more information regarding administrative policies please contact FOX office at: 312.327.1200.

    What is the dress code?

    Business casual attire is recommended.

    What is the time zone?

    All published times are in U.S. Central time.

    Virtual portions of the program:

    • How do I access the virtual sessions?

    Prior to the virtual session days, we will provide you with Zoom links to participate.

    • What is the time zone?

    All published times are in U.S. Central Time.

    • Can other people see me, and if so – what is the dress code?

    FOX encourages attendees to turn their cameras on during sessions. Business casual attire is recommended.

    My question isn’t here, how can I get additional help?

    Please email events@familyoffice.com and we’ll be delighted to assist you.