FOX Rising Gen Leadership Program - March 9-10, 2023


Thursday, Mar 09, 2023 - 03:00am
Friday, Mar 10, 2023 - 11:00am

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 of the Rising Gen Leadership Program 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.


Individual Attendees$3,200$4,000
Multiple attendees from the same family$2,850$3,600
Virtual Event

    Accessing the Event: This FOX Virtual Event will be delivered via an external conference platform. Some employers prevent access to external conference platforms from corporate VPN accounts. You may find it easiest to use a personal device to access this event. Please note that video content will be provided via Zoom.

    Registrations are subject to approval by FOX. For family members in their 20s, 30s, and 40s, who are aspiring leaders within their family enterprise.

    Registrations are subject to approval by FOX.


    Refunds of registration fees will be granted up until we have distributed access to the virtual portal, as long as we are notified in writing at

    Portal access details are typically distributed one business day in advance for virtual registrants.

    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 this program, participants will be able to create meaningful relationships and set family boundaries, harness effective communication strategies for a family environment, deploy conflict solution and negotiating skills within their family, and describe best practices of boardroom behavior.

    Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: Group Internet Based

    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:

    Thursday, March 9, 2023 

    All times listed are in U.S. Central Time



    10:00 am

    Introduction & Networking Activity
    11:00 am

    Meaningful Relationships and 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. 

    Presenter: Mindy Kalinowski Earley, Chief Learning Officer, FOX

    CPE: 1.50 CPE | Specialized Knowledge

    12:30 pm 

    Lunch Break

    1:15 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. 

    Presenter: Allison Lawshe, Learning Center Program Manager, FOX

    CPE: 1.50 CPE | Specialized Knowledge

    2:45 pmPersonal Reflection
    3:00 pmDay 1 Concludes

    Friday, March 10, 2023

    All times listed are in U.S. Central Time
    10:00 amReflections & Group Activity
    10:30 am

    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. 

    Presenter: Jeff Strese, Family Learning and Leadership Consultant, FOX

    CPE: 1.50 CPE | Specialized Knowledge

    12:00 pm

    Lunch Break

    12:45 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.

    Presenter: Monica Walter, Principal and Chief Learning Officer, Family Enterprise Bridges  

    CPE: 1.50 CPE | Specialized Knowledge

    2:15 pmPractical Application and Final Reflection
    3:00 pm

    Program Concludes



    FOX Presenters

    Mindy Kalinowski Earley
    Chief Learning Officer, FOX

    Mindy Kalinowski Earley is Chief Learning Officer for Family Office Exchange. In her role, she leads the FOX Learning Center, fosters integrated learning programs for enterprise families and is responsible for developing the family learning community. She co-chairs FOX’s Rising Gen programming and serves as an outsourced Chief Learning Officer. In her consulting work, Mindy works closely with families and family offices to create learning programs, lead family meetings, facilitate multigenerational conversations, integrate the rising generation into family governance, and spearhead projects focused on family cohesion. ​

    Over her career, Mindy has worked in two single family offices where she was responsible for creating and stewarding professional learning networks supporting human and intellectual capital. She designed learning experiences that increased the knowledge base and enhanced the life path of individuals while providing personalized support and coaching to help them meet their goals. She is a trained facilitator for the Strong Interest Inventory assessment, has a certificate in Family Business Advising and has a coaching certificate from the Association for Talent Development. Mindy 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 a M.A. in Education with a focus on learning development and educational theory from Grand Valley State University. She has been featured in the New York Times, Family Business Magazine, and Successful Generations podcast and is a regular speaker and facilitator. Mindy lives in Grand Rapids, MI.


    Jeff Strese
    Family Learning & Leadership Consultant, FOX

    Jeff Strese is the Family Learning & Leadership Consultant for Family Office Exchange. In addition to his work at FOX, Jeff works with 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 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, he served as the Chief Human Resources Officer (CHRO) at Southern Methodist University (SMU). He is currently an Adjunct Faculty member in SMU’s COX School of Business Executive Education and Academic Director for an award-winning leadership development program.   ​

    Early in his career, Jeff was a Licensed Professional Counselor with a private counseling practice focusing on family systems and young adult development. 


    Allison Lawshe
    Learning Center Program Manager, FOX

    Allison Lawshe is the Learning Center Program Manager at Family Office Exchange (FOX). In her role, she supports the design and delivery of learning programs, customized consulting projects, content creation and thought leadership for families, family office staff and advisors. She serves as the project manager for FOX Learning Center initiatives, as a key contributor to the Rising Gen Leadership Program and Family Advisor Training Program, and champions family learning and rising generation engagement. Allison is a purpose-driven professional dedicated to empowering individuals and families to step into their greatness and amplify their impact – for themselves, their families, their communities, and the world. ​

    Allison brings ten years of family foundation experience to her work at FOX, most recently serving on the leadership team as Chief Program Officer at the IDP Foundation, Inc. She led the international education portfolio, which included strategic planning, cultivating and managing collaborative partnerships, global advocacy efforts, and scaling of a 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. She is a Certified Professional Coach and Everything DiSC Workplace® Facilitator. She also volunteers as an Executive Coach with the Executive Service Corps to propel the development of nonprofit leaders. 


    Monica Walter
    Principal and Chief Learning Officer, Family Enterprise Bridges

    Monica has over 30 years as a successful business leader, family office executive, and educator. During the last 16 years, she has been working with and advising multigenerational clients as a trusted advisor, consultant, and a key member of the leadership team within a sophisticated, large single-family office for a five generation family.

    She strives to create alignment in collaboration with client families on why and how to grow into a multigenerational family enterprise and execute the future they want to co-create. Monica customizes differentiated approaches based on clients' context and cultural perspective in addition to providing possible options and flexibility so that family members have choices while supporting the family enterprise. In addition to developing transformative connections in client and team relationships, she has created and implemented internal service strategies and processes.

    While a key member of the leadership team and Vice President, Family Governance and Development of the single-family office for 14 years, she had broad responsibility for strategy and tactical initiatives across a number of diverse areas.

    She advised and created, developed, launched then managed initiatives in several areas, including: family governance and dynamics, continuity and succession planning, customized integrated education programs and curricula, opportunities and initiatives to build business and financial competence, personal and career development, board training, onboarding programs for family and staff, investment programs for younger generations and women’s only groups, family councils, client meetings and Retreats, financial planning, global and domestic benchmarking with other multigenerational families, family offices and private foundations, building relationships to share best practices and lessons learned.

    Monica brings a unique background to her roles with a career that spans continents and diverse experiences across international business, family office, financial planning, science, education, and development. Having lived extensively outside the United States in Africa, Australia, Portugal, and the United Kingdom, she brings a broad global perspective, sensitivity and understanding of many cultures and diverse viewpoints, diplomacy, flexibility, and a creative approach. She has built her success on seeing the big picture of the mission along with an attention to detail to effectively execute that mission.