FOX Rising Gen Leadership Program - April 12-13, 2024


Friday, Apr 12, 2024 - 08:00am

If you are having trouble registering, please email

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

Friday, April 12th & Saturday, April 13th, 2024


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 20s, 30s, and 40s 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.



Register by March 21st to receive $300 off of your registration fee


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

    Friday, April 12, 2024 | 12:00 - 5:30 pm

    All times listed are in Mountain Time
    12:00 pm Lunch
    12:45 pm Introduction and Networking Activity
    1:55 pm Break
    2:05 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, Vice President | Associate Director, Philanthropic Advisory Services

    1.50 CPE | Specialized Knowledge

    3:35 pm Break
    3:45 pm

    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

    5:15 pm Reflection & Wrap-up
    6:30 pm Dinner Reception

    Saturday, April 13, 2024 | 9:00 am - 3:00 pm

    All times listed are in Mountain Time
    9:00 am Breakfast
    9:30 am Reflections and Group Activity
    9:50 am

    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

    11:20 am Break
    11:30 am Applied Learning
    12:15 pm Lunch
    1:00 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, LLC

    1.50 CPE | Specialized Knowledge

    2:30 pm Closing/Reflection


    nfgdNathan 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.

    SDFAMindy 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.

    asdasfJeff 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. 

    sdfsHilary Leav
    Vice President | Associate Director, Philanthropic Advisory Services

    Hilary Leav is a Vice President in the Wealth Planning Advisory Services group at Northern Trust. As Associate Director of Philanthropic Advisory Services, Hilary assists in the delivery of philanthropic services to Wealth Management clients. She specializes in grant research and program evaluation, building evaluation systems, and strategy and operations development for grantmaking programs.

    Hilary was most recently a team member at Family Office Exchange (FOX), a membership association of ultra-high net worth families, family offices and their advisors. In her role there, she oversaw FOX’s efforts to effectively use data, analysis, and insights to support its members. During her time at FOX, she was also responsible for identifying and curating philanthropic thought leadership, support, and resources for members.

    Prior to FOX, Hilary spent her career working in philanthropic organizations, with a focus on international development. Her work has centered on building internal capacity and learning cultures, and finding ways to make data actionable, through information and insights that drive strategy development, improve efficiency and effectiveness, and increase shared understanding of complex issues.

    Hilary holds a B.A. from the University of Michigan, a M.S. in Measurement and Evaluation from American University, and received a Chartered Advisor in Philanthropy (CAP) designation from the American College of Financial Services.

    Halcyon Cherry Creek Denver
    245 Columbine Street
    Denver, CO 80206
    720 772 5000


    FOX has reserved a limited number of rooms at a rate of $245 per night plus applicable taxes. You may also book rooms online by clicking HERE

    You may also contact the hotel directly at 720.772.5000 and mention "FOX Rising Gen Leadership Program".

    Attendees are responsible for making their own accommodation arrangements. The cutoff date for hotel reservations at this special conference rate (subject to room availability) is  March 25, 2024.

    If you still need to book your room at the Halcyon, email to make your arrangements.


    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.

    What is the dress code?

    Business casual attire is recommended.

    What is the time zone?

    All published times are in Mountain time.

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

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