FOX Webcast: Strategies for Developing Early Career Professionals - June 12, 2024
Overview
Please join us on Wednesday, June 12, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.
A major trend with family enterprise organizations is designing ways to develop and retain early career professionals. The most effective emerging practice is to develop a strategy that blends the quantitative skills necessary to meet the financial, legal and technical needs of a family, along with the qualitative skills needed to navigate complexity, change management and family dynamics. Together, these core competencies provide a clearer path for career progression and immediate organizational impact. Which is critical for millennials and Gen Z’s entering the workforce.
In this webcast, Jeff Strese, FOX's Family Learning and Leadership Consultant, will discuss some of these strategies and core competencies for developing early career professionals. In the second half, Jeff will interview Jacob Mattox, FOX’s newest relationship manager and someone who exemplifies the profile of an early career professional. Jacob has a solid foundation of experience in wealth management and a strong aptitude for emotional intelligence, active listening and family dynamics. Jeff and Jacob will explore challenges faced by early career professionals and strategies to keep them engaged and motivated.
Please click on the Register button below to sign up for this webcast. A replay of this webcast will be available to members approximately three weeks after airing.
You may contact the Events Team with any questions at events@familyoffice.com
Field of Study: Specialized Knowledge - Up to 1 CPE credit 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.
Program Level: Overview | No prerequisites are required for this session. | Delivery Method: Group Internet Based
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: www.NASBARegistry.org.
REFUND POLICY: For this event, there is no fee. To cancel, you may contact the Events Team at events@familyoffice.com. For more information regarding administrative policies please contact FOX office
Agenda
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10:00 am CT |
Webcast Begins |
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Presentation: Emerging Leaders Program for Advisors |
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11:00 am CT |
Webcast Adjourns |
Speaker(s)
Jacob Mattox
Relationship Manager, FOX
Jacob Mattox is a Relationship Manager at Family Office Exchange. With roots in a family-owned oil and gas business, Jacob is aware of the breadth of issues family offices are responsible for solving each day.
Prior to joining FOX, Jacob served as a Private Wealth Associate aiding in the creation of Family Office Services at the Bank of Oklahoma Private Wealth. His passion is centered on family dynamics, rising generation engagement and family learning programs. Jacob is a Certified Financial Behavior Specialist through the Financial Psychology Institute and earned a master's Certificate in Financial Psychology and Behavioral Finance at Creighton University’s Heider College of Business.
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).