This training will be hosted at the headquarters of The Miami Foundation.
As a family enterprise professional, you wear many hats. You oversee investment portfolios, estate plans, governance, risk management, legacy planning, philanthropy, tax reporting, and the list goes on. Amidst a litany of responsibilities, the one thing that can often be neglected is family – the heart and soul of the operation. So, how do we reorient? How do we ensure that the values, relationships, and stories that undergird family serve as the foundation of our work? How do we engage family members in a way that yields deeper meaning and transformational outcomes for generations to come?
In May 2024, 21/64 will host a special “Approach Training” tailored to the needs of single family office and family foundation professionals, taking place over two days in Miami, FL. Participants will learn tried and true approaches for engaging family members in productive conversations about values, legacy and relationships. By focusing on the human side of the family enterprise, you will be able to increase the efficiency and impact of planning, governance and investment activities for current and future generations. Program content will be consistent with our general Approach training; however, we will frame real world scenarios specifically through a family enterprise lens.
The 21/64 Approach Training is a recognized certification program that explores the human dimension of work with next generation and multigenerational family enterprises. Attendees learn how to help clients clarify their identities, which in turn informs family engagement and structures for decision-making. In this training, you will learn 21/64’s proven methodology for engaging individuals and families at the intersection of values and governance. The program is specifically designed to help you more comfortably engage family members in important and often complicated conversations, whether you are new to the family enterprise field or a seasoned professional adjusting to new modalities of this work.
Once you've completed the 21/64 Approach Training, you will become a 21/64 Certified Advisor, joining a global network of accredited professionals. You will also have the option of joining the 21/64 Learning Community with free access to continued skill building, next level trainings, the latest resources and tools, and more.
BENEFITS TO PARTICIPANTS
- Learn powerful facilitation techniques to build engagement with family members.
- Acquire research and resources for working with the next generation.
- Workshop real-world scenarios with experts and peers to broaden perspectives.
- Interact in small groups and expand your network of family enterprise professionals.
- Understand assumptions around family, wealth, and philanthropy.
- Apply group dynamics and group process skills.
- Learn to facilitate 21/64 tools to have productive conversations on values, legacy, generational differences, and more.
WHO SHOULD ATTEND
- Professionals working with families in a single family office setting.
- Professionals working with family members in a family foundation.
BENEFITS OF CERTIFICATION
The 21/64 approach is practiced worldwide and is today considered a best practice in the field of philanthropy and multifamily enterprise. As a Certified Advisor, you’re telling people that you lead with values and are equipped with the tools and methodology to teach others. Benefits of certification include:
- Add “21/64 Certified Advisor” to your credentials (signatures, LinkedIn profile, bio, etc.)
- Receive discounts on advanced trainings
- Enjoy significant discounts on all tools
- Tap into a global network of professionals on our proprietary social platform, 21/64 Connect.
- Access to the 21/64 Learning Community (see below)
- Complimentary post-training "Welcome to the Community" call
- Access to our annual Certified Advisor gathering (virtual), along with “pop-up” events, and online community conversations for continued practice and skill building
- Receive resources and the latest articles and research
HEALTH AND SAFETY PROTOCOLS
21/64 is fully committed to meeting in the safest way possible. This is an in-person training; therefore COVID-19 protocols will be followed based on individual venues as well as local health department guidance at the time of the training. People may choose to mask at any time. We encourage participants to test, at home, prior to traveling to the training location.
Next Training Date: May 2-3, 2024
Participants should plan for a combination of live learning in person, small group participant discussion, and independent work before and between sessions.
Live Learning (In Person in Miami, FL):
Thursday, May 2, 2024, 8:30am/9:00am - 4:30pm ET
Friday, May 3, 2024, 8:30am/9:00am - 4:00pm ET
The training will be held at The Miami Foundation, located at 40 NW 3rd St #305, Miami, FL 33128.
The Miami Foundation office is downtown, but some guests opt to stay in Brickell, which is where the financial district is just over a bridge. Click here for a list of recommended hotels.
Pre-work and Between Sessions:
We will share some independent work, readings, and videos to prepare for the training.
Light work will be assigned between the sessions.
Materials
You will receive pre-training details electronically and hard materials once you arrive at the training. Agenda, pre-reading, and additional logistics will be shared via email and on 21/64 Connect.
Payment and Fees
- Single Family Office and Family Foundation Professional - $3,650
Tuition includes the training, hard copy tools, electronic resources, 21/64's shipping costs and one full year of certification. After one year, your certification will auto-renew at a rate of $65 annually (you can opt out at any time).
Space is limited and training is filled on a first-come first-serve basis. Please note registration closes Thursday, April 18, 2024.
Cancellation and Make-ups
We understand life happens. If you cancel more than 60 days prior to the training, your registration will be refunded in full. All cancellations within 60 days are non-refundable. We will try to take into account any extenuating circumstances that result in cancellation and may allow your fee to be applied to a future training within 12 months. We cannot guarantee fee postponement beyond 12 months of the originally planned training.
All training sessions are live learning and are not be available as recorded sessions for make-ups. Please plan on attending all sessions for the full duration. If you miss a session, we’ll do our best to share what was covered but cannot guarantee receiving 21/64 Certification.
21/64 Learning Community (Optional)
The 21/64 Learning Community is a community of Certified Advisors who want to deepen their learning and develop power in their practice. As a Certified Advisor who is part of the Community, you will have free access to a full complement of virtual Workshops and advisor gatherings throughout the year. Benefits include:
- Join all 21/64 Workshops at no additional cost
- Access Learning Community-only events
- Receive 20% discounts on next level trainings
- Receive 30% discounts on repeat 21/64 Approach trainings
- Serve as our thought partners when beta-testing new tools and ideating future programming
You can sign up for the Learning Community when you register below. To do so, there will be an additional fee of $300. After one year, your certification and Learning Community fee will auto-renew at a rate of $365 annually (you can opt out at any time).
Questions?
If there’s anything you would like to discuss or if you have questions please don’t hesitate to reach out. We look forward to hearing from you!
21/64 Approach Training for Single Family Office and Family Foundation Professionals – Miami, FL – May 2-3, 2024 (Bundle)
From: $3,650.00 one time, and$65.00 / year
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Additional information
21/64 Approach Training for Single Family Office and Family Foundation Professionals - Miami, FL - May 2-3, 2024
Select Registration Option: | Single Family Office and Family Foundation Professional |
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Certified Advisor
Join Us | Certified Advisor, Certified Advisor + Learning Community |
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Jen Laun
CFP ®
Jen Laun
CFP ®
Roy Kozupsky, Partner in Private Client Department of Moses & Singer, LLP
Roy Kozupsky, Partner in Private Client Department of Moses & Singer, LLP
201 Training Participant
201 Training Participant
201 Training Participant
201 Training Participant
201 Training Participant
201 Training Participant
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