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.
Sign in to register
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 email@example.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|
Introduction and Networking Activity
Personal Skills Inventory and Assessments
Effective Communication in a Family Setting
|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
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?
|4:15 pm||Practical Application and Final Reflection|
|4:30 pm||Meeting Adjournment|
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
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.
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.
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 firstname.lastname@example.org and we will be happy to assist.