Overview
Please join us on Wednesday, April 12, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.
The family meeting is an important element of the larger family education and communication strategy. Join Edouard Thijssen, Co-Founder & CEO of Trusted Family, and Mindy Kalinowski Earley, Chief Learning Officer at Family Office Exchange, for an educational discussion informed by their decades of work with families. Together, they will share family meeting basics and best practices, give examples of what makes a meeting successful, and leave you with practical tools to implement at your next meeting. Even those experienced in planning and leading family meetings will walk away with new resources and ideas to easily begin at your next family gathering. As families evolve, so should the family meetings. This evergreen presentation will address how family meetings lead to cohesive, educated and engaged family members.
By the end of this webcast, attendees will be able to:
- Share family meeting basics, best practices, and practical tools.
- Identify key examples of successful meetings and what makes one successful.
- Examine resources and first-hand case studies to implement into family meetings.
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.