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.

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.

 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.
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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 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: www.NASBARegistry.org.

Friday, February 28

8:30 am Registration and Breakfast
   
9:00 am

Introduction and Networking Activity

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.

   
12:30 pm Lunch
   
1:15 pm

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. 

   
5:00 pm  Meeting Adjournment
   
6:00 pm Dinner Reception at Meritage - An Urban Tavern
On site at the J.W. Marriott Phoenix Desert Ridge Resort & Spa
   

Saturday, February 29

8:30 am Breakfast
   
9:00 am

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.

   
11:15 am Lunch
   
12:00 pm

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.

   
4:15 pm Practical Application and Final Reflection
   
4:30 pm Meeting Adjournment
   
   

 

 

 

Presenter Biographies

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

Kim Drabik is the Director of Government Relations for Plexus Worldwide, headquartered in Scottsdale, AZ. She oversees public policy and stakeholder engagement for local, state, federal, and international governments, and serves in an advisory role to executives on business strategy.

Most recently, Kim developed a learning journey and business engagement program for next generation members of Amway Corporation, a family owned business in Ada, MI. At Amway, she held a variety of global leadership positions in industry relations, research and development, corporate communications, and corporate citizenship.

Kim currently serves as Chair of the Advocacy Committee of the World Federation of Direct Selling Associations. She earned a bachelor’s degree in health care with a concentration in environmental planning from the University of Michigan.

 

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.
 

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

Joseph Griesedieck is the Vice Chairman of Korn Ferry as well as Managing Director, Global Board and CEO Services. With more than 35 years in the executive search profession, he is considered an industry leader. His focus at Korn Ferry is primarily on Board and CEO recruiting, CEO succession planning and Board effectiveness engagements for both public and private companies across multiple industries, including many family-owned or controlled companies.
 
Joseph served two terms as global CEO for the Spencer Stuart executive search firm and began his career in the industry with Russell Reynolds. Prior to entering the executive search profession, Joseph was a group vice president with Alexander & Baldwin, Inc. and spent more than ten years with the Falstaff Brewing Corporation, concluding his tenure as President & Chief Operating Officer. He also served as a Director of the company. Joseph is a graduate of Brown University.
 

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.

 

Kara Murphy
Family Learning Program Manager, Family Office Exchange

Kara Murphy is the Family Learning Program Manager for Family Office Exchange. In her role, she creates opportunities for Rising Gen members at FOX to problem-solve, share their experiences with peers, and equip themselves with all the tools they need to be successful in their enterprise family.

Kara is a graduate of Tulane University, where she received her BA in English and Music Technology. After college, she served as a Teach for America Corps Member within Chicago Public Schools, teaching high school English and coaching a traveling Spoken Word team. She returned to the Crescent City a few years later to broaden her experience in urban education. While teaching in New Orleans, she continued to develop her skillset with best pedagogical practice and design thinking through rigorous training programs and fellowships. She is looking forward to marrying her love for high-tech learning tools and curriculum planning as she seeks to build out informative and engaging programming for the Rising Generation.

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

Please note that the room block at the JW Marriott Phoenix is now closed. If you would like assistance making a reservation, please contact the FOX events team directly at events@familyoffice.com and we will be happy to assist.