FOX Rising Gen Leadership Program
Overview
Family Office Exchange (FOX) is pleased to present the inaugural Rising Generation Leadership Program for the preparation of future family leaders. The learning series is focused on educating future family leaders so they are armed with the quantitative and qualitative skills needed to thrive in life, business, and wealth stewardship. Participants will attend educational sessions and engage in peer networking and experiential activities.
This education program will cover five diverse subject areas needed to be an equipped, informed, and contributing leader to the family enterprise. These courses are the essential building blocks for family leadership preparation, and part of an overall core curriculum that will be presented at future FOX Rising Gen Leadership Programs.
Participants in the program will obtain knowledge as they pursue their careers and increased credibility within the family. Additionally, interacting with a peer community will allow rising generation family members to have honest and informative conversations addressing their unique questions related to family, business and leadership.
For 30 years FOX has been sharing experiences, education, and guidance with families, family offices, and advisors. FOX is delighted to present this important program to empower future family leaders and equip them with a leadership toolkit for the future.
WHO SHOULD ATTEND
Registration for the FOX Rising Gen Leadership Program is open to family members in their 20’s, 30’s and 40’s. All registrations are subject to approval by FOX.
About
Please note that a discount may be available to additional paid attendees from your firm. Contact Family Office Exchange via phone at 312.327.1221 or email events@familyoffice.com to receive the additional paid attendee coupon code. Registrations are subject to approval by FOX.
REFUND POLICY: For event registrations, refunds of payment or forum allotments will be offered if the cancellation is made in writing to Family Office Exchange at events@familyoffice.com five (5) or more business days prior to the start of the event. For more information regarding administrative policies please contact FOX office at: 312.327.1200.
Field of Study: Finance - Up to 7.5 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 this program, participants will gain an understanding of how to assess their own learning style, learn leadership skills for earning authority, receive an overview of personal financial literacy, and will learn tools and skills for board training and stewardship.
Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: Group Live Program
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.
Agenda
Thursday, September 26 | |
| 8:30 am | Registration and Breakfast |
| 9:00 am | Introduction and Networking Activity |
| 10:30 am | Module A - Personal Identity and Growth Personal Skills Inventory and Assessments Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, Family Office Exchange 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. Engage with skill assessments 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. |
| 12:00 pm | Lunch |
| 12:45 pm | Module B - Personal Finance Basic Financial Literacy - An Overview Stephen Martiros, FOX Business Advisory Board Member Possessing basic financial literacy is a skill that will serve you well in your personal life and within your family. The skills honed in this session will help you establish a strong foundation as you acquire terminology and principles that you can apply regardless of your experience and education. You will be able to engage in financial discussions with confidence, and become empowered as an informed steward of your wealth. Leave this session with language that will lead you to greater financial awareness and independence. |
| 2:15 pm | Networking Break |
| 2:45 pm | Module C - Personal Leadership Skills Personal and Family Leadership Roles Elle Hansen, Managing Partner, REGENERATION How do you cut through the fog of disruption, heated familial competition, or morphing succession plans to establish yourself as a worthy contributor capable of leading a family business? Families need exemplary command to weather storms of all kinds, and this course will name the traits necessary to become the person your family looks to in times of growth and change. While there are a wide range of leadership styles and paths towards leadership, certain habits will take you farther than others in the context of a family. Choose which style fits your personality best as you become acquainted with various leadership models and embolden your approach towards that leadership position you’ve been eyeing with deliberate practice in the presence of industry professionals. |
| 4:15 pm | Family Case Study/Experience |
| 6:00 pm | Cocktail Reception & Dinner |
| The Gage Restaurant, 24 South Michigan Ave, Chicago, IL 60603 | |
| Theodore Ascher Room and Bar | |
Friday, September 27 | |
| 8:30 am | Breakfast |
| 9:00 am | Reflection/Remarks |
| 9:15 am | Module D - Shared Ownership and Governance Sara Hamilton, Founder and CEO, Family Office Exchange This session will explore the generational views of ownership and the need for governance structure when families are tied together by shared ownership. We will discuss the types of leadership skills needed in multi-generational families and the different roles that family members could play in the family enterprise. Learn how to have influence when you don’t have authority over decisions, and how to ask questions in a constructive manner to effect change in the family. |
| 10:45 am | Break |
| 11:15 am | Peer Learning Experience |
| 12:15 pm | Luncheon |
| 1:00 pm | Module E - Governance and Board Training Board Readiness and Skills Dennis Kessler, President and Founder, Midwest Family Business Advisors Members of successful families are recognizing the role governing boards play in the preservation of their family enterprise. Having well-organized governance systems to promote family unity is pivotal. No matter your family’s size or current structure, this course provides a foundational understanding of the core elements of family governance. This includes ways to establish clear expectations for board members, processes for group decision-making in families and clear understanding of required behavior and protocol. We will explore behaviors that indicate board rediness so that you walk into your first board meeting equipped for success and impact. |
| 2:30 pm | Reflection |
| 3:00 pm | Program Adjourns |
| |
Speaker(s)
Presenter Biographies
Managing Partner, REGENERATION
Elle Hansen is a family business consultant with rich experience in privately held domestic and international companies. As a senior consultant and managing partner for REGENERATION, her primary focus is on helping client firms establish best practices that prevent breakdowns and improve relationships inside family businesses. Elle specializes in family business systems, communication, and governance. As an executive coach, Elle works with individuals to recognize and achieve their potential personally and professionally. Elle serves as the lead consultant for development and training of emerging leaders, and facilitates educational seminars across the country. Elle leads family gatherings tailored to providing a unique family experience combining business and bonding.
Founder and President of Midwest Family Business Advisors
Dennis Kessler is the Founder and President of Midwest Family Business Advisors, a firm that specializes in helping families to overcome the challenges inherent in mixing business with family. He advises clients on, family and business governance structures, succession planning, conflict resolution, and strategic planning. Dennis is the former Co-President of Fel Pro Inc., which was in his family for 80 years. He has served on eight Public and Private Company Boards as well as numerous non-profit Boards. Dennis is a founder of the Private Directors Association.
Stephen Martiros
FOX Business Advisory Board Member
Stephen is founder and CEO of Financial Building Blocks® a cloud-based financial education software platform, and Chair of the Babson Institute for Family Entrepreneurship. He previously served as Managing Partner of CCC Alliance, a Boston-based network of singlefamily offices; and is the founder of Summitas, a software company that provides family offices and investment advisors with a secure portal for collaboration.
FOX Presenter Biographies
Mindy Kalinowski Earley, CMP, CFBA
Chief Learning Officer
Mindy Earley is Chief Learning Officer for Family Office Exchange. In her role, she works to foster integrated learning programs for enterprise families and is responsible for developing the family learning community. She provides support to the Family Learning and Experience Council and FOX Family Learning Network. Mindy 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.
Sara Hamilton
Founder and CEO
Sara Hamilton is the Founder and CEO of Family Office Exchange (FOX). Sara is a recognized visionary and credited with professionalizing the family office industry. Sara founded FOX in 1989 as a peer network for family office executives. Within 10 years, FOX could see that families needed help with their enterprise vision, managing financial transitions, and educating family members on responsible ownership.
Today, Sara provides strategic direction for FOX and leads the development of new programs and services supporting family enterprises, family office executives, and wealth advisory firms in more than 27 countries. FOX has built a unique team of professionals serving multi-generational families, led by 20 technical experts who are supported by a dedicated team of 30 additional employees based in Chicago, New York, San Francisco, and Madrid.