FOX Webcast: Energizing Family Meetings: Planning and Facilitation Tips - April 7, 2021

Overview

Wednesday, Apr 07, 2021 - 10:00am to 11:00am CDT

 

Please join us on Wednesday, April 7, from 10:00 am to 11:00 am CT, for a live webcast on Energizing Family Meetings: Planning and Facilitation Tips with FOX members and subject matter experts. 

Remember when the most difficult decision was selecting where to hold the family meeting? Welcome to the Family Meeting of 2021 where proper planning and expert facilitation matters more than ever. Live polling, hybrid gatherings, cocktail classes, visual notetaking, breakout groups, Zoom burnout, and the list goes on. Hear from the FOX Learning Center subject matter experts and seasoned family meeting facilitators Mindy Kalinowski Earley, Chief Learning Officer, and Jeff Strese, Family Learning and Leadership Consultant, as they share the innovative and tested ways to energize your family meeting experience. Family case studies and personal examples will be shared to present the best practices of successful meetings.

By the end of this webcast, attendees will be able to

• Develop a successful family meeting

• Gain new ideas to make a family meeting innovative and energized

• Understand best practices that contribute to successful family meetings

Please note that this webcast is going to be interactive and attendees will be encouraged to turn their cameras on. 

Please click on the Register button below to sign up for this webcast.

You may contact the Events Team with any questions at events@familyoffice.com

 

Field of Study: Specialized Knowlegde - 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 at: 312.327.1200.

Recommended for: 
All FOX Members

  • Agenda
  • Speaker(s)
10:00 am CT Webcast Begins
   
 

Presentation: Energizing Family Meetings: Planning and Facilitation Tips
   
11:00 am CT Webcast Adjourns

 

  

FOX Presenters

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.

 

Jeff Strese
Family Learning & Leadership Consultant

Jeff Strese is the Family Learning & Leadership Consultant for Family Office Exchange. 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).