FOX Rising Gen Leadership Program - June 24-25, 2022

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.

The Emerald Edition includes the following courses:

  • Meaningful Relationships and Family Boundaries
  • Effective Communication in a Family Setting
  • Conflict Resolution and Negotiating Skills
  • Boardroom Behavior and Best Practices

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

Family members in their 20’s, 30’s, and 40’s focused on rising gen education and leadership skill-building. 

Please note limited spaces are available. This program is intended to provide an intimate experience that fosters connection among peers.

Pricing

    FOX Member   Non-Member
Individual Attendee   $3,900   $4,900

Multiple Attendees
from the same family

  $3,500   $4,400

 

  • About
  • Agenda
  • Speakers

Registrations are subject to approval by FOX. Family members in their 20’s, 30’s, and 40’s focused on rising gen education and leadership skill-building. Please note limited spaces are available.

REFUND POLICY: For event registrations, refunds of payments 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: 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 assess and inventory their personal skills, understand family systems and patterns, develop ownership and leadership skills, and cross generational bridges.

Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: 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, June 24

All times listed in U.S. Central Time

   
10:00 am - 11:15 am Introduction and Networking Activity
   
11:15 am - 12:45 pm Meaningful Relationships & Family Boundaries
Family relationships can be the most gratifying and frustrating at the same time. It is difficult for anyone to sustain a healthy level of objectivity with family members because we have an authentic view in their strengths, weaknesses and idiosyncrasies. In this module we will
provide tools and skill building to navigate even the most complex family relationships in a healthy and empowered way.
   
12:45 pm - 1:45 pm

Lunch Break

   
1:45 pm - 3:15 pm Effective Communication in a Family Setting
Having impact in the family as a member of the rising generation is sometimes met 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.” Crafting a clear and concise message enables you to be understood and heard. These skills, combined with strong emotional intelligence,
can help you move into an influential role within your family.
   
3:15 pm - 3:45 pm Reflection and Wrap-Up
   

Saturday, June 25

   
10:00 am - 10:30 am Reflections and Group Activity
   
10:30 am - 12:00 pm Conflict Resolution and Negotiating Skills
The fundamentals of effective conflict resolution and negotiations are grounded in shared principles of acknowledging emotions as normal, respecting differences and approaching each situation with a win-win mindset. In this module you will gain skills and confidence to disarm tensions, build common ground, and facilitate a shared experience of respect and individual contribution.
   
12:00 pm - 1:00 pm Lunch Break
   
1:00 pm - 2:30 pm Boardroom Behavior and Best Practices
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 professional boardroom practices. This includes ways to establish clear expectations for board members and a 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.
   
2:30 pm - 3:00 pm Practical Application and Final Reflection
   

 

 

 

FOX Presenters

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. 

 

Allison Lawshe
Learning Center Program Manager, FOX

Allison Lawshe is the Learning Center Program Manager at Family Office Exchange (FOX). In her role, she partners with FOX’s Chief Learning Officer, Mindy Kalinowski Earley, to deliver learning programs and content for families, family office staff and advisors. Allison brings ten years of family foundation experience to the role, most recently as Chief Program Officer at the IDP Foundation, Inc., where she led the international education portfolio and scaling of training and financing program to over 600 schools across Ghana. 
 
Allison has an MPP from the University of Chicago, a BA in Economics and Latin American, Caribbean & Iberian Studies from the University of Wisconsin – Madison and is a Professional Certified Coach.
                               

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).