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

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.