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21/64 Approach Training – Chicago, IL

A group of adults sits around tables in a bright conference room, attentively listening to a presentation. Some take notes, while others watch the speaker. Large windows let in natural light.

The 21/64 Approach Training and ongoing peer network helps you acquire the personal skills, generational awareness, and technical tools to work more effectively with next-generation funders and multigenerational family enterprise clients. In this in-person training taking place over two days, you will learn 21/64’s proven methodology for engaging individuals, families, and institutions at the intersection…

21/64 Virtual Approach Training

A laptop displaying a video call with many participants, an open notebook with a pen, and a stack of blue cards labeled Motivational Values on a white desk.

Live video sessions and small-group breakouts build the skills, generational awareness, and technical tools needed to facilitate next-generation and multigenerational client conversations online.

21/64 Virtual Approach Training

A laptop displaying a video call with many participants, an open notebook with a pen, and a stack of blue cards labeled Motivational Values on a white desk.

Live video sessions and small-group breakouts build the skills, generational awareness, and technical tools needed to facilitate next-generation and multigenerational client conversations online.

2026-27 Peer Networking Program – Session 6

A large group of people smiling and posing in individual boxes during a virtual video call, each person appearing in their own home or office background.

The Peer Networking Program offers Learning Community members of the 21/64 Certified Advisors Network a space for connection and shared learning. Each hour-long convening explores questions of self, identity, and professional role through peer-facilitated breakout rooms.

2026-27 Peer Networking Program – Session 5

A large group of people smiling and posing in individual boxes during a virtual video call, each person appearing in their own home or office background.

The Peer Networking Program offers Learning Community members of the 21/64 Certified Advisors Network a space for connection and shared learning. Each hour-long convening explores questions of self, identity, and professional role through peer-facilitated breakout rooms.

2026-27 Peer Networking Program – Session 4

A large group of people smiling and posing in individual boxes during a virtual video call, each person appearing in their own home or office background.

The Peer Networking Program offers Learning Community members of the 21/64 Certified Advisors Network a space for connection and shared learning. Each hour-long convening explores questions of self, identity, and professional role through peer-facilitated breakout rooms.

2026-27 Peer Networking Program – Session 3

A large group of people smiling and posing in individual boxes during a virtual video call, each person appearing in their own home or office background.

The Peer Networking Program offers Learning Community members of the 21/64 Certified Advisors Network a space for connection and shared learning. Each hour-long convening explores questions of self, identity, and professional role through peer-facilitated breakout rooms.

2026-27 Peer Networking Program – Session 2

A large group of people smiling and posing in individual boxes during a virtual video call, each person appearing in their own home or office background.

The Peer Networking Program offers Learning Community members of the 21/64 Certified Advisors Network a space for connection and shared learning. Each hour-long convening explores questions of self, identity, and professional role through peer-facilitated breakout rooms.

2026-27 Peer Networking Program – Session 1, Launch

A large group of people smiling and posing in individual boxes during a virtual video call, each person appearing in their own home or office background.

The Peer Networking Program offers Learning Community members of the 21/64 Certified Advisors Network a space for connection and shared learning. Each hour-long convening explores questions of self, identity, and professional role through peer-facilitated breakout rooms.

21/64 Approach Training – Portland, OR

A group of adults sits around tables in a bright conference room, attentively listening to a presentation. Some take notes, while others watch the speaker. Large windows let in natural light.

This training will be hosted at the headquarters of the Jewish Federation of Portland. The 21/64 Approach Training and ongoing peer network helps you acquire the personal skills, generational awareness, and technical tools to work more effectively with next-generation funders and multigenerational family enterprise clients. In this in-person training taking place over two days, you…

Managing Family Dynamics / Talking About Money Training – Napa, CA

A woman stands and gestures while presenting to a seated group in a conference room. A projection screen behind her displays a diagram. Attendees listen and take notes. A flip chart is visible to the left.

Pre-requisite: The 21/64 Approach This training will be hosted at the headquarters of the Napa Valley Community Foundation. Wondering how to prepare for issues that may arise when discussing multigenerational success, legacy planning, or philanthropic engagement? Already navigating client situations that feel complex or emotionally charged? These two days of training combine Managing Family Dynamics…

The Art of Facilitation – Atlanta, GA

A classroom of adults listens attentively to a speaker. In the foreground, a laptop displays a presentation slide with a quote by Hafiz about listening, alongside a black-and-white photo.

Pre-requisite: The 21/64 Approach This training will be hosted at the headquarters of the Community Foundation of Greater Atlanta. We know that facilitating meaningful and effective group meetings, in real time, requires presence, practice, and adaptability. So how do we: Stay grounded when the energy in the room shifts? Respond thoughtfully as tension rises or energy…