Nathan Dungan
Founder and President, Share Save Spend®, LLC

Nathan Dungan is the founder and President of Share Save Spend, LLC. He speaks and consults with multi-generational families and family offices on issues relatied to generational transition that share money habits and financial wellbeing. Nathan uses Wellbeing Framework to help coach and mentor family members and the organizations who serve them.

He is the author of three books and numerous resources for organizations and families. Nathan's newest resources, Money Sanity U, is a subscription-based virtual learning platform that addresses a variety of money topics in a simple and interactive format - all designed to improve financial wellbeing. You can learn more at Share Save Spend.

Mindy Kalinowski Earley
Chief Learning Officer, FOX

Mindy Kalinowski Earley is Chief Learning Officer for Family Office Exchange. In her role, she leads the FOX Learning Center, fosters integrated learning programs for enterprise families and is responsible for developing the family learning community. She co-chairs FOX’s Rising Gen programming and serves as an outsourced Chief Learning Officer. In her consulting work, Mindy works closely with families and family offices to create learning programs, lead family meetings, facilitate multigenerational conversations, integrate the rising generation into family governance, and spearhead projects focused on family cohesion. ​

Over her career, Mindy has worked in two single family offices where she was responsible for creating and stewarding professional learning networks supporting human and intellectual capital. She designed learning experiences that increased the knowledge base and enhanced the life path of individuals while providing personalized support and coaching to help them meet their goals. She is a trained facilitator for the Strong Interest Inventory assessment, has a certificate in Family Business Advising and has a coaching certificate from the Association for Talent Development. Mindy 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. She has a M.A. in Education with a focus on learning development and educational theory from Grand Valley State University. She has been featured in the New York Times, Family Business Magazine, and Successful Generations podcast and is a regular speaker and facilitator. Mindy lives in Grand Rapids, MI.

Jeff Strese
Family Learning & Leadership Consultant, FOX

Jeff Strese is the Family Learning & Leadership Consultant for Family Office Exchange. In addition to his work at FOX, Jeff works with 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 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, he served as the Chief Human Resources Officer (CHRO) at Southern Methodist University (SMU). He is currently an Adjunct Faculty member in SMU’s COX School of Business Executive Education and Academic Director for an award-winning leadership development program.   ​

Early in his career, Jeff was a Licensed Professional Counselor with a private counseling practice focusing on family systems and young adult development. 

Hilary Leav
Vice President | Associate Director, Philanthropic Advisory Services

Hilary Leav is a Vice President in the Wealth Planning Advisory Services group at Northern Trust. As Associate Director of Philanthropic Advisory Services, Hilary assists in the delivery of philanthropic services to Wealth Management clients. She specializes in grant research and program evaluation, building evaluation systems, and strategy and operations development for grantmaking programs.

Hilary was most recently a team member at Family Office Exchange (FOX), a membership association of ultra-high net worth families, family offices and their advisors. In her role there, she oversaw FOX’s efforts to effectively use data, analysis, and insights to support its members. During her time at FOX, she was also responsible for identifying and curating philanthropic thought leadership, support, and resources for members.

Prior to FOX, Hilary spent her career working in philanthropic organizations, with a focus on international development. Her work has centered on building internal capacity and learning cultures, and finding ways to make data actionable, through information and insights that drive strategy development, improve efficiency and effectiveness, and increase shared understanding of complex issues.

Hilary holds a B.A. from the University of Michigan, a M.S. in Measurement and Evaluation from American University, and received a Chartered Advisor in Philanthropy (CAP) designation from the American College of Financial Services.