FOX Rising Gen Leadership Program - February 28-29, 2020

Family Office Exchange (FOX) is pleased to offer the Rising Gen Leadership Program for the preparation of future family leaders. The 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 future 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 offices, and advisors. FOX is delighted to present this important program to empower future family leaders and equip them with a leadership toolkit for the future.


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.

 Watch: What to Expect at the FOX Rising Gen Leadership Program


  • About
  • Agenda
  • Speakers
  • Accommodations

This program involves pre-work which must be completed in advance. Participants should expect to receive an email with instructions and plan to complete the materials well before arriving.

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 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 12.5 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:

Friday, February 28

8:30 am Registration and Breakfast
9:00 am

Introduction and Networking Activity

Module A: Personal Skills Inventory and Assessments
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.

12:30 pm Lunch
1:15 pm

Module B: Effective Communication in a Family Setting
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.

Module C: Shared Ownership and Governance
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.

5:00 pm  Meeting Adjournment
6:00 pm Cocktail Reception & Dinner

Saturday, February 29

8:30 am Breakfast
9:00 am


Module C: Shared Ownership and Governance
Please see above.

11:15 am Lunch
12:00 pm

Practical Application

Module D: What Goes on in the Boardroom?
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.

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




FOX Presenter Biographies

Mindy Kalinowski Earley, CMP, CFBA
Chief Learning Officer

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.


Sara Hamilton
Founder and CEO

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.

JW Marriott Phoenix Desert Ridge Resort & Spa 
5350 East Marriott Drive
Phoenix, Arizona 85054


FOX has reserved a limited number of rooms at the JW Marriott Phoenix Desert Ridge Resort & Spa at a rate of $355 per night plus a resort fee of $35 and applicable taxes. To obtain this discounted rate, please contact the JW Marriott directly at 1-800-835-6206 and mention the “Family Office Exchange (FOX) Rising Gen Workshop”. You may also book rooms online by clicking here


Attendees are responsible for making their own accommodation arrangements. The cutoff date for hotel reservations at this special conference rate (subject to room availability) is Friday, January 31.