FOX Rising Gen Leadership Program - December 7-8, 2020

Please note that the Rising Gen Leadership Program is being re-scheduled to February of 2021.

Contact events@familyoffice.com if you have any questions.

Family Office Exchange (FOX) is pleased to offer the Rising Gen Leadership Program Series for the preparation of future family leaders. The multi-part learning series is focused on educating future family leaders so they are armed with the skills needed to thrive in life, business, and wealth stewardship. Participants will attend educational sessions and engage in peer networking and experiential activities.

This education program is a multi-disciplinary approach that will cover four diverse subject areas needed to be an equipped, informed, and contributing leader to the family enterprise. These courses are the essential building blocks for family leadership preparation, and part of an overall core curriculum that will be presented at four distinct FOX Rising Gen Leadership Programs.

Participants in the program will obtain knowledge as they pursue their careers and increased credibility within the family. Additionally, interacting with a peer community will allow Rising Generation family members to have honest and informative conversations addressing their unique questions related to family, business, and leadership.

For 30 years FOX has been sharing experiences, education, and guidance with families, family office executives, and advisors. FOX is delighted to present this important program series to empower future family leaders and equip them with a leadership toolkit for the future.

Click on the "Speakers" tab below to hear more about them.



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Who Should Attend

Registration for the FOX Rising Gen Leadership Program is open to family members in their 20’s, 30’s, and 40’s. Limited spaces are available as this program is intended to provide an intimate experience that fosters connection among peers. All registrations are subject to approval by FOX.

In order to use the PDF registration form, please download Adobe Acrobat Reader if not already installed on your device. Please be sure all required fields* are filled in before clicking “Email this Form to Register.” We also encourage you to use the website registration system below.

 

  • About
  • Agenda
  • Speakers

REFUND POLICY: For event registrations, refunds of payment or forum allotments will be offered if the cancellation is made in writing to Family Office Exchange at events@familyoffice.com five (5) or more business days prior to the start of the event. For more information regarding administrative policies please contact FOX office at: 312.327.1200.

Field of Study: Finance - Up to 11.5 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 this program, participants will gain an understanding of how to assess their own learning style, learn leadership skills for earning authority, receive an overview of personal financial literacy, and will learn tools and skills for board training and stewardship.

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

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.

Monday, December 7

9:00 am Registration and Breakfast
   
9:30 am

Introduction and Networking Activity

 

Living an Authentic Life with Purpose

Ellie Frey Zagel, Founder and President, Successful Generations
Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, Family Office Exchange

Wealth can offer a paralyzing number of choices regarding what to do with your life. Considering your family’s legacy, your own interests, and what you bring to the table can give rise to the challenge of how to make your life meaningful. How do you define work and where does it fit in your world? How do you balance both your career and family engagement? Whether you have previously considered a purpose-driven life or found your purpose shifting in recent years, this module will provide the planning tools necessary to navigate this process thoughtfully and with authenticity.

   
12:30 pm Lunch
   
1:15 pm

Family Dynamics in Modern Families 

Kim Kamin, Principal & Chief Wealth Strategist, Gresham Partners, LLC

 

The nuclear family of 2020 does not resemble the nuclear family of the past. This session will challenge you to evaluate your own definition of ‘family’ with which you live and engage. Explore the stories of wealthy families who confronted issues of inclusion head on. Under what conditions are spouses involved in the affairs of your family? Do domestic, live-in partners get any access to your family office services? Are there smaller roles in your governance structure that could open doors for not only new family members, but new ideas? We will explore how to usher in inclusion where you feel it is most needed in your family.

Case Studies and Discussion

Personal Reflection

   
4:30 pm Meeting Adjournment
   
6:00 pm Dinner Reception 
   

Tuesday, December 8

9:00 am Breakfast
   
9:30 am

Building Trust and Consensus in the Family

Jeff Strese, Adjunct Professor, Cox School of Business Executive Education, Southern Methodist University
Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, Family Office Exchange

This year’s dramatic events have shifted the tone of conversations in many families, surfacing differing philosophical views and diverse risk-taking appetites. Join the discussion on how families can build trust across divides and strengthen relationships across the family. We’ll outline consensus-building steps and give you group exercise ideas to help your family develop a pathway toward agreement on important topics. It takes some effort, but the payoff of a shared vision for the family’s future is worth it.

 

12:00 pm Lunch
   
1:00 pm

Decision Making Roles and Responsibilities

Sara Hamilton, Founder and CEO, Family Office Exchange

Practical Application

Families have endless choices to make. From where to hold the family meeting, to selecting the next family leaders, the process for making those choices impacts all areas of the family enterprise. Combining theory and practice, you will learn about varying models and approaches for decision making as well as tools to make effective decisions utilizing a group process. We will review concepts and techniques to use when determining outcomes individually versus as a group and the advantages and disadvantages of  a consensus-based process. You will learn about different agreements, policies, governance structures and committees that support the work that determines the outcomes for the family. Gain confidence in your ability to understand the governance process so you can interpret your own family situation.

   
4:15 pm Final Reflection
   
4:30 pm Meeting Adjournment
   
   

 

 

 

Presenter Biographies
 

Mindy Kalinowski Earley, CMP, CFBA ​
Chief Learning Officer, Family Office Exchange

Mindy Earley is Chief Learning Officer for Family Office Exchange. In her role, she works to foster integrated learning programs for enterprise families and is responsible for developing the family learning community. She provides support to the Family Learning and Experience Council and FOX Family Learning Network. Mindy is inspired by helping people learn, grow and discover the way that 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 in support of 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.

 

Kim Kamin
Principal & Chief Wealth Strategist, Gresham Partners, LLC

Kim Kamin is a Principal at Gresham Partners, LLC, an independent multi-family office that currently serves about 100 ultra-high net worth families nationally. At Gresham, Ms. Kamin serves as Chief Wealth Strategist, leading Gresham’s development and implementation of estate, wealth transfer, philanthropic, educational and fiduciary planning activities. Previously she was a partner in the Private Clients, Trusts and Estates Group at Schiff Hardin LLP where for many years her legal practice involved all aspects of trust and estate planning, administration, dispute resolution; advising families and their privately held businesses on a wide array of wealth preservation, asset protection and succession planning issues; and serving as counsel for the formation and operation of not-for-profit entities.
 
Ms. Kamin is an adjunct professor at the Northwestern University Pritzker School of Law where she was awarded the William M. Trumbull Lectureship, and has taught Advanced Trusts and Estates, Income Taxation of Trusts and Estates, and Estate Planning. She is also on faculty for the Certified Private Wealth Advisor® (CPWA®) program through the University of Chicago Booth School of Business Executive Education.
 
Ms. Kamin is on the Editorial Advisory Board of Trusts & Estates Magazine and has authored numerous pieces. She has published on a wide variety of topics and is also a frequent lecturer in a variety of venues across the country, such as Family Office Exchange, ACTEC, Heckerling Institute on Estate Planning, ALI-CLE, Purposeful Planning Institute, and many more. 

Ms. Kamin received her B.A., with distinction and departmental honors in Psychology from Stanford University and her J.D. from the University of Chicago Law School. She is an AEP® and a 21/64 Certified Advisor.

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Sara Hamilton
Founder and CEO, Family Office Exchange

Sara Hamilton is the Founder and CEO of Family Office Exchange (FOX). Sara is a recognized visionary and credited with professionalizing the family office industry. Sara founded FOX in 1989 as a peer network for family office executives. Within 10 years, FOX could see that families needed help with their enterprise vision, managing financial transitions, and educating family members on responsible ownership.

Today, Sara provides strategic direction for FOX and leads the development of new programs and services supporting family enterprises, family office executives, and wealth advisory firms in more than 27 countries. FOX has built a unique team of professionals serving multi-generational families, led by 20 technical experts who are supported by a dedicated team of 30 additional employees based in Chicago, New York, San Francisco, and Madrid.

 

Jeff Strese
Adjunct Professor, Cox School of Business Executive Education, Southern Methodist University

Jeff has more than 25 years of experience in progressive leadership positions, executive coaching, adult education, and organizational consulting. He is currently the Chief Talent and Learning Officer at Tolleson Wealth Management. Formerly, the Chief Human Resources Officer (CHRO) at Southern Methodist University, he maintains an instructor and academic director status for SMU’s Cox School of Business, Executive Education Program. He also serves as a member of the Executive Committee Advisory Board for Teach for America DFW.



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Ellie Frey Zagel
President and Founder, Successful Generations

Ellie Frey Zagel is a Leadership Coach specializing in multi-generational family businesses. She helps next generation leaders thrive in times of uncertainty and crisis. Committed to serving her audience and sharing her expertise, Ellie founded Successful Generations, LLC and launched a same-name podcast for family businesses and philanthropic communities. Ellie has spoken around the country on next generation issues in family business and family philanthropy.
 
Ellie is also third generation Vice Chair and Trustee of her family’s foundation, The Frey Foundation (based in Grand Rapids, MI). For nearly a decade, Ellie has been deeply involved in working with the next generation of family businesses; first, as Director of the Family Business Alliance and now, as President of Successful Generations.

Ellie earned her Bachelor’s degree in international relations and economics from Boston University, and has certificates in Family Business and Family Wealth Advising from the Family Firm Institute. Ellie serves as a trustee on several nonprofit boards, including The National Center for Family Philanthropy and The Frey Foundation.