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

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 Ruby Edition of the Rising Gen Leadership Program includes the following courses:

  • Your Relationship with Money
  • Family Transitions and Succession
  • Managing Change and Selecting Leaders in Your Family 
  • Community and Philanthropic Boards for Impact and Collaboration


Program Dates

November 30 - December 1, 2023


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.



  Member Non-Member
Individual Attendees $4,300 $5,350
Multiple attendees from the same family $3,850 $4,800


  • About
  • Agenda
  • Speakers
  • FAQ

Registrations are subject to approval by FOX.

REFUND POLICY: For event registrations, refunds of payment will be offered if the cancellation is made in writing to Family Office Exchange at 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:

Thursday, November 30, 2023 | 12:00 - 5:30 pm

All times listed are in U.S. Eastern time.
12:00 pm Lunch
12:45 pm Introduction and Networking Activity
2:00 pm

Your Relationship with Money
How we talk about money matters. It affects our quality of life and our wellbeing. Too often, today’s consumer culture shapes our money habits and values. This can lead to consequences such as increased stress and diminished wellbeing—regardless of net worth. Learn how you can think positively and proactively about your finances and your future—including bringing values into the equation when making decisions about money.

Presenter: Nathan Dungan, Founder and President, Share Save Spend

1.50 CPE | Specialized Knowledge

3:30 pm

Family Transitions and Succession
The key to effective transitions of ownership and leadership is preparation. This module will provide a deep learning experience for rising generational family members to proactively initiate strategies to take steps for meaningful empowerment. The balance of assertiveness and respect is required to develop a perception of readiness and increase the likelihood of gaining additional responsibilities within the family enterprise. These attributes will be honed and developed to build confidence and clarity on how to approach family leaders.

Jeff Strese, Family Learning & Leadership Consultant, FOX

1.50 CPE | Specialized Knowledge

5:00 pm Reflection/Wrap-up
6:30 pm Dinner Reception

Friday, December 1, 2023 | 9:00 am - 3:00 pm

All times listed are in U.S. Eastern time.
9:00 am Breakfast
9:30 am Reflections and Group Activity
10:00 am

Managing Change and Selecting Leaders in Your Family
Change is inevitable. Families that carefully prepare for transitions with intention, policies and structure can be positioned to not only manage change but thrive through the process. This course will review processes to select family leaders, while covering the skills needed for family leadership in evolving family systems.

Mindy Kalinowski Earley, Chief Learning Officer, FOX

1.50 CPE | Specialized Knowledge

11:30 pm Applied Learning
12:15 pm Lunch
1:00 pm

Community and Philanthropic Boards for Impact and Collaboration
Families of affinity that give back to the community have a deeper connection to the purpose for the wealth. Developing a peer network for personal development provides a meaningful set of relationships outside the family and can lead to successful generational transfer. Community and philanthropic boards are an impactful way to learn valuable skills and equip you for the roles within your family governance process. 

Hilary Leav, Director of Insights and Research, FOX

1.50 CPE | Specialized Knowledge

2:30 pm Closing/Reflection




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.


What is your refund policy?

For event registrations, refunds of payment will be offered if the cancellation is made in writing to Family Office Exchange at prior to the start of the event. For more information regarding administrative policies please contact FOX office at: 312.327.1200.

In-Person portions of the Program: 

What is the dress code?

Business casual attire is recommended.

What is the time zone?

All published times are in Eastern Time.

My question isn’t here, how can I get additional help?

Please email and we’ll be delighted to assist you.