FOX Rising Gen Leadership Program - Nov. 30 - Dec. 1, 2023

Nathan Dungan
Founder and President, Share Save Spend®, LLC

Nathan Dungan is the founder and President of Share Save Spend, LLC. He speaks and consults with multi-generational families and family offices on issues relatied to generational transition that share money habits and financial wellbeing. Nathan uses Wellbeing Framework to help coach and mentor family members and the organizations who serve them.

He is the author of three books and numerous resources for organizations and families. Nathan's newest resources, Money Sanity U, is a subscription-based virtual learning platform that addresses a variety of money topics in a simple and interactive format - all designed to improve financial wellbeing. You can learn more at Share Save Spend.

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. 

Hilary Leav
Director, Insights & Research, FOX

Hilary Leav is the Director of Insights and Research for FOX. In her role, she oversees FOX’s efforts to effectively use data, analysis, and insights to support members and further industry understanding of the unique needs of family offices.

Hilary brings over ten years of research, evaluation, and analysis experience in leadership positions to her work at FOX. Her most recent work centers on building capacity for data usage and creating and sharing actionable information and insights that can drive strategy development, improve efficiency, and increase shared understanding of complex issues. Additionally, Hilary has extensive international experience and has previously worked in operations, strategy development, process improvement, and grants management in both non-profit and for-profit organizations.

Hilary holds her B.A. from the University of Michigan. She received her M.S. in Measurement and Evaluation from American University in Washington, D.C.