Rising Gen Leadership Program (Sapphire Edition) - March 13-14, 2026

Overview

Friday, Mar 13, 2026 - 09:00am
Saturday, Mar 14, 2026 - 03:00pm
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Registrations are subject to approval by FOX. For family members in their 20s, 30s, and 40s, who are aspiring leaders within their family enterprise.

Cancellation Details: All cancellations must be made in writing to Family Office Exchange at events@familyoffice.com. For more information regarding administrative policies please contact FOX office at: 312.327.1200.
 

Region
Worldwide
Location
Denver, CO
Recommended For
Family members in their 20s, 30s, and 40s focused on rising gen education and leadership skill-building.
Event Resources
DOWNLOAD BROCHURE

Registration

Please login to see your registration options. Non-members can create a FOX Public Network guest account here.

Questions? Contact us at events@familyoffice.com or reach out to your relationship manager.

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

  • Living an Authentic Life with Purpose
  • Family Dynamics in Modern Families
  • Building Trust and Consensus in the Family
  • Evolution of Governance and Decision-making

  

Program Dates

Friday, March 13 & Saturday, March 14, 2026

  

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.

  

Pricing

Register by February 13, 2026 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

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

Field of Study: Management Services, Personal Development, Specialized Knowledge - Up to 10.5 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 adapt communication styles, develop emotional intelligence, build team leadership skills, manage change, understand how to prepare rising gen for ownership and leadership, navigate complex family relationships, and build trust to improve decision-making. 

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

Logo, company name Description automatically generatedFamily 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: www.NASBARegistry.org.

Friday, March 13, 2026 | 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

Personal Skills Inventory and Assessments
First, know yourself. Before leading others, you must be certain of who you are and what you bring to the table. This course offers the opportunity to harness the power of self-awareness by developing a keen understanding of your own skills, abilities, and interests.


Complete an assessment that will strengthen your knowledge of self, while simultaneously allowing you to fine-tune your learning and career goals. Inform your work environment and life goals with a sense of purpose. Take this opportunity to strengthen your voice and confidently engage in the activities of your family.

Mindy Kalinowski Earley, Chief Learning Officer, FOX

1.50 CPE | Specialized Knowledge
   
3:35 pm Break
   
3:45 pm

Family Systems and Patterns
In this course we will explore the foundational communication patterns within a family system. Some of these patterns are effective and lead to fruitful generational wealth transfer, while others can stifle, disrupt and even harm future generations from achieving effectiveness and well-being. The Transitional Role is a critical, self-empowering way anyone, from any generation, can learn to influence harmful communication patterns and model new, healthier behaviors.

Jeff Strese, Family Learning & Leadership Consultant, FOX

1.50 CPE | Specialized Knowledge
   
5:15 pm Reflection & Wrap-up
   
6:30 pm Dinner Reception
   

Saturday, March 14, 2025 | 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

Developing Ownership and Leadership Skills
This course will show you how shared ownership impacts your family, and the different generational views of ownership. Together, we will explore ownership versus management roles, and the leadership skills required for each. We will introduce the concept of family governance, how it evolves across generations as the family grows, and as complexity increases for owners. We will discuss what new decisions will need to be addressed in a 21st Century world, and how families must reshape their governance structures to deal with future ambiguity and uncertainty.

Mindy Kalinowski Earley, Chief Learning Officer, FOX

1.50 CPE | Specialized Knowledge
   
11:20 am Break
   
11:30 am Applied Learning
   
12:15 pm Lunch
   
1:00 pm

Crossing Generational Bridges
Family governance looks different at each generational stage but begins with the foresight to formalize, establish structure and policy that will serve the family for years to come. With thoughtful governance, rooted in family agreements, families have a foundation that serves as the bedrock for transitions, unexpected change and unforeseen events. This course covers the generational stages, the purpose for each governance role and shares examples of families that have formalized their commitment to working together.

1.50 CPE | Specialized Knowledge
   
2:30 pm Closing/Reflection
 
Speakers

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Mindy Kalinowski Earley, CMP, CFBA
Chief Learning Officer


Mindy Earley is an education and family office professional who believes that empowerment and knowledge are key to living a purpose-driven and self-actualized life. She is inspired by helping people learn, grow and discover the way that they will make personal and productive contributions, using their strengths and talents.

Mindy has held various roles in small and large family offices and has been responsible for creating and stewarding professional learning networks in support of human and intellectual capital. She has designed learning experiences that increase the knowledge base and enhance the life path of individuals while providing personalized support and coaching to help them meet their goals. After spending over a decade working in higher education Mindy is skilled in program creation for the student and young adult population. Her work included developing pioneering programs for learners to engage and thrive in college and through life after college.

Combining her Master’s degree in Education, with a focus on learning development and educational theory, and her undergraduate degree in Hospitality and Tourism Management, with a focus on programming and event planning, Mindy is uniquely trained to create exceptional experiences rooted in sound learning practices. As a Certified Meeting Professional with a certificate in Family Business Advising she 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.

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Jeff Strese
Family Learning & Leadership Consultant

Jeff Strese is the Family Learning & Leadership Consultant at Family Office Exchange (FOX). As a consultant, Jeff has focused on multi-generational family enterprises, 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 is passionate about helping family businesses and organizations create clarity out of the complex and inspiring leaders from all backgrounds to develop and master critical skills like coaching, communication and emotional intelligence. He has developed innovative programs to guide next-generation leaders to reach their full potential in a fast-paced, global economy. 

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, Jeff served as the Chief Human Resources Officer (CHRO) at Southern Methodist University (SMU).  

Our venue will be announced shortly, please stay tuned for updates

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 events@familyoffice.com 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 events@familyoffice.com and we’ll be delighted to assist you.