FOX Rising Gen Leadership Program (Topaz Edition) - March 21-22, 2025

Overview

Friday, Mar 21, 2025 - 10:00am
Saturday, Mar 22, 2025 - 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
Location
Nashville, TN

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

    • Personal Skills Inventory and Assessments
    • Family Systems and Patterns 
    • Developing Ownership and Leadership Skills
    • Crossing Generational Bridges

      

    Program Dates

    Friday, March 21 & Saturday, March 22, 2025

      

    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 December 20, 2024 to receive $600 off of your registration fee

    Register by February 28, 2025 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

    Friday, March 21, 2025 | 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

    Allison Lawshe, Learning Center Program Manager, 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 22, 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).  

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    Allison Lawshe
    Learning Center Program Manager, FOX

    Allison Lawshe is the Learning Center Program Manager at Family Office Exchange (FOX). In her role, she partners with FOX’s Chief Learning Officer, Mindy Kalinowski Earley, to deliver learning programs and content for families, family office staff and advisors. Allison brings ten years of family foundation experience to the role, most recently as Chief Program Officer at the IDP Foundation, Inc., where she led the international education portfolio and scaling of training and financing program to over 600 schools across Ghana.

    Allison has an MPP from the University of Chicago, a BA in Economics and Latin American, Caribbean & Iberian Studies from the University of Wisconsin – Madison and is a Professional Certified Coach.

    The Rising Gen Leadership Program, Topaz Edition, will be held in Nashville, Tennessee. Venue TBA.

    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 Central 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.