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

Overview

Friday, Mar 13, 2026 - 12:00pm
Saturday, Mar 14, 2026 - 03:00pm
sfs

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 [email protected]. For more information regarding administrative policies please contact FOX office at: 312.327.1200.
 

Region
Location
Denver, CO
Event Resources

    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 [email protected] 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

    Living an Authentic Life with Purpose

    Wealth can offer a paralyzing number of choices regarding what to do with your life. Considering your family’s legacy, your own interests, and what you bring to the table can give rise to the challenge of how to make your life meaningful. How do you define work and where does it fit in your world? How do you balance both your career and family engagement? Whether you have previously considered a purpose-driven life or found your purpose shifting in recent years, this module will provide the planning tools necessary to navigate this process thoughtfully and with authenticity.

    Mindy Kalinowski Earley, Chief Learning Officer, FOX

    1.50 CPE | Specialized Knowledge

       
    3:35 pm Break
       
    3:45 pm

    Family Dynamics in Modern Families

    The nuclear family of today does not resemble the nuclear family of the past. This course will challenge you to evaluate your own definition of ‘family’ with which you live and engage. Explore the stories of wealthy families who confronted issues of inclusion head on. Under what conditions are spouses involved in the affairs of your family? Do domestic, live-in partners get any access to your family office services? Are there smaller roles in your governance structure that could open doors for not only new family members, but new ideas? We will explore how to usher in inclusion where you feel it is most needed in your family.

    Jeff Strese, Family Learning & Leadership Consultant, FOX
    Jacob Mattox, Relationship Manager, FOX

    1.50 CPE | Specialized Knowledge

       
    5:15 pm Reflection & Wrap-up
       
    5:30 pm Day 1 Programming Concludes
       
    6:30 pm Dinner Reception
       

    Saturday, March 14, 2026 | 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

    Building Trust and Consensus in the Family

    Develop a comprehensive understanding of trust building behaviors within a family-owned business, family office and governance structures that support a family enterprise. These behaviors are well-researched and proven to build a “trust currency” within the culture of these entities. When trust is firmly established, the family should engage in well planned and facilitated consensus building activities. These exercises help foster engagement, empowerment and diversity and inclusion. In this module you will learn how this sequence of building trust, then consensus is a critical sequence to empowering future generations of family leaders to make effective decisions.

    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

    Evolution of Governance and Decision-making

    Families have endless choices to make. From where to hold the family meeting to selecting the next family leaders, the process for making those choices impacts all areas of the family enterprise. You will learn about varying models and approaches for decision making as well as tools to make effective decisions utilizing a group process. We will review concepts and techniques to use when determining outcomes individually versus as a group and the advantages and disadvantages of a consensus-based process. You will learn about different agreements and structures that determine a better outcome for the family.

    Mindy Kalinowski Earley, Chief Learning Officer, FOX
    Jeff Strese, Family Learning & Leadership Consultant, FOX
    Jacob Mattox, Relationship Manager, FOX

    1.50 CPE | Specialized Knowledge

       
    2:30 pm Closing/Reflection
       
    3:00 pm Program Concludes
     
    Speakers

    mk
    Mindy Kalinowski Earley, CMP, CFBA
    Chief Learning Officer, FOX


    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.

    jt
    Jeff Strese
    Family Learning & Leadership Consultant, FOX

    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 [email protected] 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 [email protected] and we’ll be delighted to assist you.