FOX Rising Gen Leadership Program - December 9-10, 2021

Family Office Exchange (FOX) is pleased to offer the Rising Gen Leadership Program Series for the preparation of future family leaders. This four-part learning series uses a multi-disciplinary approach to help Rising Generation family members become prepared, informed, credible, and contributing leaders to the family enterprise.

Each standalone program is designed to arm future family leaders with the skills needed to thrive in life, business, and wealth stewardship with an emphasis on empowering attendees and equipping them with a leadership toolkit for the future. Each course within the two-day program covers essential building blocks for family leadership preparation and is part of an overall core curriculum presented at each gemstone branded program.

Additionally, this series offers a peer community like no other that allows Rising Generation family members to have honest and informative conversations that address their unique questions related to family, business, and leadership.

What to Expect

  • An opening session focused on creating a peer community and group cohesiveness.
  • Deep connection to the content through practical application and experiential activities.
  • Pre-work and reading prior to attendance.
  • Attendance is required both days. Full participation and engagement are program expectations.

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.

     

    • About
    • Agenda
    • Speakers

    Registrations are subject to approval by FOX. For family members in their 20s, 30s, and 40s, who are aspiring leaders within their family enterprise.

    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: Personal Development and Specialized Knowledge - Up to 6 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 navigate their relationship with money, assist with family transitions and succession, manage change and select leaders in the family, and understand how to participate on philanthropic boards. 

    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.

    Thursday, December 9

    All times listed are in U.S. Central time.
     
    12:00 pm – 12:45 pm

    Lunch

       
    12:45 pm - 1:55 pm

    Introduction and Networking Activity 

       
    2:05 pm - 3:35 pm

    Your Relationship with Money
    How we talk about money matters. It affects our quality of life and our wellbeing. Too often, today’s consumer culture shapes our money habits and values. This can lead to consequences such as increased stress and diminished wellbeing—regardless of net worth. Learn how you can think positively and proactively about your finances and your future—including bringing values into the equation when making decisions about money.

       
     

    1.50 CPE | Specialized Knowledge

       
    3:45 pm  – 5:15 pm

    Family Transitions and Succession
    The key to effective transitions of ownership and leadership is preparation. This module will provide a deep learning experience for rising generational family members to proactively initiate strategies to take steps for meaningful empowerment. The balance of assertiveness and respect is required to develop a perception of readiness and increase the likelihood of gaining additional responsibilities within the family enterprise. These attributes will be honed and developed to build confidence and clarity on how to approach family leaders.

       
     

    1.50 CPE | Specialized Knowledge

       
    5:15 pm - 5:30 pm

    Reflection/Wrap-up

       
    6:30 pm

    Dinner Reception

       

    Friday, December 10

    All times listed are in U.S. Central time.
       
    9:00 am - 9:30 am

    Breakfast

       
    9:30 am - 10:00 am

    Reflections and Group Activity

       
    10:00 am - 11:30 am

    Managing Change and Selecting Leaders in your Family
    Change is inevitable. Families that carefully prepare for transitions with intention, policies and structure can be positioned to not only manage change but thrive through the process. This course will review processes to select family leaders, while covering the skills needed for family leadership in evolving family systems.

       
     

    1.50 CPE | Specialized Knowledge

       
    11:30 am - 12:00 pm

    Applied Learning

       
    12:00 pm - 1:00 pm

    Lunch

       
    1:00 pm - 2:00 pm

    Community and Philanthropic Boards for Impact and Collaboration
    Families of affinity that give back to the community have a deeper connection to the purpose for the wealth. Developing a peer network for personal development provides a meaningful set of relationships outside the family and can lead to successful generational transfer. Community and philanthropic boards are an impactful way to learn valuable skills and equip you for the roles within your family governance process.  

       
     

    1.50 CPE | Specialized Knowledge

       
    2:30 pm - 3:30 pm

    Closing/Reflection

     

     

    Nathan Dungan
    Founder and President, Share Save Spend®

    Nathan Dungan is the founder and president of Share Save Spend®. He speaks and consults with organizations and families on the topic of financial wellbeing. Nathan uses a Wellbeing Framework to help individuals and families build capabilities that are most relevant for them and the goals of their family.  
     
    He is the author of three books and numerous resources for organizations and families. Nathan's newest resource, Money Sanity U®, is a subscription-based virtual learning platform that addresses a variety of money topics in a simple and interactive format—all designed to improve financial wellbeing. You can learn more at Share Save Spend.

     

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

    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. 

     

    Sara Hamilton 
    Founder and CEO  

    Founder and CEO of Family Office Exchange (FOX), Sara is a recognized visionary in the private wealth community. While a trust officer at Harris Bank in Chicago in the late 1980s, Sara witnessed the emergence of family wealth management as an industry. Hundreds of U.S. families became centi-millionaires overnight through leveraged buyouts that spawned private financial offices commonly called family offices, to manage family assets and educate wealth owners. Sara was the first professional to recognize family offices as a complex market segment in wealth management. 
     
    Sara founded the Family Office Exchange (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 and managing financial transitions. As a result, FOX evolved into a strategist for family enterprises, a platform for sharing family wealth best practices, and an industry advocate for the importance of private capital in a global economy. 

    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 20 countries. She was named one of the Top 50 Women in Wealth Management by Wealth Manager from 2010-2012 and 2019 Outstanding Thought Leader for Wealth Management by Family Wealth Report. 

    Sara is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times and serves on the executive education faculty of the University of Chicago Booth School of Business where she is an adjunct faculty member for their Private Wealth Management course, offered twice per year in Chicago. She is on the founding boards for the Private Directors Association in Chicago and the Foundation for Gender Equality in New York. 

    FOX has built a unique resource team dedicated to serving multi-generational families, led by 15 technical experts who are supported by a dedicated team of 20 additional employees based in Chicago, New York, and Madrid. 

     

    Jeff Strese  
    Family Learning & Leadership Consultant 

    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).