Formalizing Family Learning: A Pathway to NextGen Engagement, Cohesion, and Credibility
Join Family Office Exchange’s Mindy Kalinowski Earley, chief learning officer; Alison Getz Bates, 5th-generation family member, Globe Corporation; and David Shaw, publishing director, Family Business Magazine, for practical and simple ways to formalize your family learning.
Thursday, September 29, 2022
2 PM ET | 11 AM PT
Even the most organized, engaged and healthy families struggle with rising gen engagement and preparation at some point. As families evolve, businesses flourish and the next generation grows up, engagement and education strategies of the past may not work today. Based on FOX research, focus groups and practices of the leading families, we’ll share the many ways to formalize family learning without over-engineering or over-complicating it. You’ll be armed with data to understand current rising gen challenges, anecdotal stories and practical takeaways to apply in your own families. From first-time rising gen retreats to shared family assessments to a comprehensive family learning program, we’ll share simple ideas to be implemented immediately, along with suggestions to plan for the future strategically.
Mindy Kalinowski Earley
Chief Learning Officer, Family Office Exchange (FOX)
Mindy Kalinowski Earley is Chief Learning Officer for Family Office Exchange. In her role, she leads the FOX Learning Center, creates learning programs for enterprise families and is responsible for 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, and facilitate multigenerational conversations.
Prior to FOX Mindy worked in two single family offices creating programs supporting human and intellectual capital. She designed bespoke learning experiences and provided personalized support and coaching. She is a trained Strong Interest Inventory facilitator, has a certificate in Family Business Advising and a coaching certificate from the Association for Talent Development. Mindy enjoys helping families 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 Adult & Higher Education from Grand Valley State University and 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.
Alison Getz Bates
5th-generation family member, Globe Corporation
Alison Getz Bates is the first born in the fifth generation of her family company, Globe Corporation.
Originally from Scottsdale, Arizona, Alison attended the University of Southern California, graduating with a Bachelor of Arts degree in 2018. After graduation, Alison moved to Washington D.C., where she worked as a consultant for DCI Group. In 2020, Alison helped create and manage a COVID contact tracing company. Most recently, Alison has moved back to Arizona and began working for the Arizona Chamber of Commerce & Industry as a Membership Accounts Manager. She is proud to be working closely with corporations in her home state and keeping Arizona competitive in the business sector.
Alison has recently taken on a role in her family office of organizing her generation’s annual retreat. Working with her cousins, Alison was able to pull of a successful first “G5 Retreat” around their grandfather’s 85th birthday. She is excited to be working with the family office and keep her cousins close while learning how this generation can be active and responsible members within the family company.
In her free time, Alison enjoys traveling, painting, reading, playing golf and tennis, and, above all, spending time with her family.
Alison and her husband, Streator, live in Phoenix, Arizona with their golden retriever puppy, Palmer.
Publishing Director, Family Business Magazine