FOX Webcast: The Why, What, and How of Family Governance - November 6, 2024

Overview

Wednesday, Nov 06, 2024 - 10:00am
Wednesday, Nov 06, 2024 - 11:00am


Please join us on Wednesday, November 6, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.

Defining a family enterprise’s governance structures is a journey, not a destination. In this webcast Stephanie Traversy, Vice President of Personal Development and Governance at Bridgegreen Capital, will unpack four critical milestones along the path to purposeful governance. She’ll cover why families need to establish their higher purpose and long-range vision, what purposeful activities will drive that vision forward, and how to build the structures, agreements, policies and plans appropriate to the family’s needs.

Please click on the Register button below to sign up for this webcast. A replay of this webcast will be available to members approximately two 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.

Region

    10:00 am CT

    Webcast Begins

       
     

    Presentation: The Why, What, and How of Family Governance

       

    11:00 am CT

    Webcast Adjourns

     
    Speakers

    mk
    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.

    Stephanie T
    Stephanie Traversy
    Family Advisor

    For the last two decades, Stephanie has dedicated her career to cultivating Human Capital in Family and Business Enterprises. As a seasoned facilitator and executive coach, Stephanie guides individuals or groups through a journey of self discovery that culminates in deeper communication, stronger relationships and heightened trust. Stephanie adopts a strengths-based approach to Family Continuity, Business Succession and Leadership Development that serves to maximize talent while achieving individual, Family and/or Business goals.

    When she joined Minto in 2011, Stephanie created a Leadership Competency model and associated Executive recruitment and training strategy that was adopted across the organization and beyond. She delivered her “Executive Insights” program to 65 C suite and Senior Leaders, creating a common language of leadership and culture that was heralded as best in class.

    Stephanie’s passion rests with cultivating Human Capital in Families and Family Businesses with a view to maximizing potential by harnessing strengths. She is an executive coach, and
    certified in Lominger competency modelling, DiSC facilitation, 5 Dynamics assessments and completed the Gestalt program for advanced facilitation and mediation.

    SIDEBAR... Stephanie lives in Ottawa with her husband and best friend Mark. Together they raised five amazing humans and have been blessed with one grandchild (so far)!