Friday, February 28

Introduction and Networking Activity

Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, Family Office Exchange
Kara Murphy, Family Learning Program Manager, Family Office Exchange
 

Personal Skills Inventory and Assessments

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

First, know yourself. Before leading others, you must be certain of who you are and what you bring to the table. This course offers the opportunity to harness the power of self-awareness by developing a keen understanding of your own skills, abilities, and interests. Complete the Strong Interest Inventory assessment that will strengthen your knowledge of self, while simultaneously allowing you to fine-tune your learning and career goals. Inform your work environment and life goals with a sense of purpose. Take this opportunity to strengthen your voice and confidently engage in the activities of your family.

Effective Communication in a Family Setting

Kim Drabik, Senior Director of Marketing, Communications and Government Relations, Plexus Worldwide

Having impact in the family as a member of the rising generation is often fraught with challenges. Trying to navigate the authority of the leadership generation while also working to bring your own voice, and those of your generation, to the table can be difficult. The art of effective communication is key to being an impactful leader. This means practicing active listening and being able to “read the room.” Additionally, crafting a clear and concise message enables you to be understood, and heard, and these skills, combined with strong emotional intelligence, can help you have the influence you desire within your family.

Family Leadership Skills

Sara Hamilton, Founder and CEO, Family Office Exchange

The 21st Century requires different leadership skills to manage the challenges in the family. The future of the family is more dependent than ever on being adaptable to change and dealing with uncertainty. This session will identify the leadership skills you need to analyze and manage change as you take your place in the decision-making system. We will identify how the change occurs in families and how you can influence that change process. We will show you how to identify the change agents in the family, and how to assess readiness for change in the family system. 

Saturday, February 29

Reflections

Shared Ownership and Family Decision-making

Sara Hamilton, Founder and CEO, Family Office Exchange

This session will show you how shared ownership impacts your family, and the different generational views of ownership. Together, we will explore ownership versus management roles, and the leadership skills required for each. We will introduce the concept of family governance, how it evolves across generations as the family grows, and as complexity increases for owners. We will discuss what new decisions will need to be addressed in a 21st Century world, and how families must reshape their governance structures to deal with future ambiguity and uncertainty.

What Goes on in the Boardroom?

Joseph E. Griesedieck, Vice Chairman, Managing Director, Global Board & CEO Advisory Services, Korn Ferry

Members of successful families are recognizing the role governing boards play in the preservation of their family enterprise. Having well-organized governance systems to promote family unity is pivotal. No matter your family’s size or current structure, this course provides a foundational understanding of the core elements of family governance. This includes ways to establish clear expectations for board members, processes for group decision-making in families and clear understanding of required behavior and protocol. We will explore behaviors that indicate board readiness so that you walk into your first board meeting equipped for success and impact.