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Designing and Implementing a Family Learning Strategy

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Tuesday, April 26th at Noon ET / 11:00am CT (60 minutes)

Guest Speakers: Jeff Strese, CFWA, CFBA, Principal, JSCG and Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer for Family Office Exchange

Hosts: Thomasina Williams, Founder, Sankofa Legacy Advisors and Lindsay Pope, Purposeful Planning & Trusts 

Description:  Join us to learn how to design and implement a family learning strategy for your clients.  In this interactive interview, we will address readiness, resistance, and family dynamics that impact family learning plans.  We’ll explore family learning plan basics, and dive into how to design and structure a family learning strategy.  We’ll include real world examples and case studies. 

Introduction to Our Guest Speakers

Jeff Strese is an Organizational Development Consultant and Executive Coach focusing on multi- generational family enterprises, corporations, and mission-driven nonprofit organizations. He has more than 25 years 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, Jeff served as the Chief Human Resources Officer (CHRO) at Southern Methodist University (SMU). He has taught both undergraduate and graduate level courses as an Adjunct Faculty member in SMU’s Cox School of Business. He currently serves as Academic Director for an award-winning leadership development program in SMU’s Executive Education Program.

Early in his career, he held a private practice in marriage and family counseling as a Licensed Professional Counselor (LPC) before transitioning into organizational development and executive coaching. He is currently a member of the Teach for America – DFW Advisory Board and Executive Committee.

Mindy Kalinowski Earley is Chief Learning Officer for Family Office Exchange. In her role, she fosters integrated learning programs for enterprise families and is responsible for developing the family learning community. She co-chairs the FOX Rising Gen program and serves as an outsourced Chief Learning Office to FOX members. Mindy is inspired by helping people learn, grow, and discover how 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 supporting 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. As a Strong Interest Inventory facilitator 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. She has been featured in the New York Times, Family Business Magazine, Successful Generations podcast and is a regular speaker and facilitator. Mindy lives in Rockford, MI, with her husband, daughter, and Bernedoodle.

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April 26

@ 12:00 pm

1:00 pm

EDT