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
60 minutes

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.



David Shaw

Publishing Director, Family Business Magazine

David Shaw is the publishing director of Family Business Magazine and its sister publication, Directors & Boards. With more than 30 years of experience in business-to-business and consumer media markets, he has served as an editor, publisher, publishing director, group publisher and group vice president of a variety of publications, trade shows, conferences and websites.

Prior to founding GRID Media, David served as senior vice president for Phillips Business Information Inc., where he oversaw nearly 100 discrete media properties, and helped build the business from $35 million to more than $100 million in annual revenues. He is a frequent author and speaker on issues related to business-to-business media, multi-generational family businesses and private and public company governance. He is married, with two grown children, one serving in the Navy and the other in law school.


• No cost to attend 

• Opportunity for questions and feedback

• Unbiased third-party family business education 

• All participants can receive a copy of the webinar materials after the event, upon request

• All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.

• 60 minutes — maximum value for time


Family Office Exchange (FOX)