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Gathering Wisely – April 10, 2024

Design Better Meetings for Family, Colleagues, and Community

Date: April 10, 2024, 3:00-4:30pm ET

At our core, humans are social beings. Research shows that our connections with others are as important to keeping us healthy as good nutrition and exercise.

The way we gather has continued to be shaped by the relationships we hope to cultivate and the evolving world in which we reside. While technology offers video calls to continue with business and stay in touch with our networks, truly successful interactions can’t be achieved by just clicking a link. Forging true connections is not just a matter of gathering people together but of gathering them wisely.

At 21/64 we understand that gathering wisely is an art form and has been a practice of ours for over 20 years. It requires building trust, clarifying the purpose of working together, listening and creating healthy process for dialogue, and support for each other's efforts and aspirations.

Join us for an interactive workshop that will help you acquire a proven framework to lead gatherings that reflect purposeful intention, create more robust participation, and take your facilitation skills to the next level.

This session will take place on Zoom

Fee: $195
Free for Learning Community

Online registration for this event is now closed. If you would like to register, please contact Rich Polt at [email protected].

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Gathering Wisely – April 10, 2024

$195.00

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Testimonials.


This week, I participated in 21/64’s Talking About Money Training to challenge one of the oldest taboos – money. The team and facilitators are excellent, creative, and very engaging! Thank you to 21/64 for giving me a framework to look at how my own money story informs/inhibits money conversations with my family and clients, and practice facilitating tools to add value to my conversations around wealth, legacy, and philanthropic planning. It was wonderful and fun to learn alongside a diverse set of peers in the field. We even had an awesome guy from Budapest in our group!

Jen Laun

CFP ®

21/64
2020-08-24T15:34:04-04:00

Jen Laun

CFP ®

This week, I participated in 21/64’s Talking About Money Training to challenge one of the oldest taboos – money. The team and facilitators are excellent, creative, and very engaging! Thank you to 21/64 for giving me a framework to look at how my own money story informs/inhibits money conversations with my family and clients, and practice facilitating tools to add value to my conversations around wealth, legacy, and philanthropic planning. It was wonderful and fun to learn alongside a diverse set of peers in the field. We even had an awesome guy from Budapest in our group!
This training exceeded my expectations and really took my learning from the 101 Training deeper and resonated with where I am professionally.
21/64
2017-07-03T17:46:03-04:00
This training exceeded my expectations and really took my learning from the 101 Training deeper and resonated with where I am professionally.
Other than grad school, it was the best professional development program I’ve ever been a part of.  It taught me a new way of approaching my work and interacting with donor families.
21/64
2017-07-03T17:46:49-04:00
Other than grad school, it was the best professional development program I’ve ever been a part of.  It taught me a new way of approaching my work and interacting with donor families.
I highly recommend this training, even if you are quite experienced in family meeting facilitation and client management. In addition to providing outstanding content, the training works on almost a meta level — not only are you covering the toolkits and techniques for facilitating family meetings in detail, but in addition you are able to observe skilled facilitators demonstrate these techniques in action as they work with the group. You are able to reflect about yourself and about the approach you bring to client work as you use the tools, and you are also able to learn from and share best practices with the highly experienced group of peers who attend the training alongside you. A highly valuable use of time!
Coventry Edwards-Pitt, Chief Wealth Advisory Officer
Ballentine Partners, LLC
21/64
2017-08-15T10:53:05-04:00
Coventry Edwards-Pitt, Chief Wealth Advisory Officer
Ballentine Partners, LLC
I highly recommend this training, even if you are quite experienced in family meeting facilitation and client management. In addition to providing outstanding content, the training works on almost a meta level — not only are you covering the toolkits and techniques for facilitating family meetings in detail, but in addition you are able to observe skilled facilitators demonstrate these techniques in action as they work with the group. You are able to reflect about yourself and about the approach you bring to client work as you use the tools, and you are also able to learn from and share best practices with the highly experienced group of peers who attend the training alongside you. A highly valuable use of time!
21/64 is in the forefront of philanthropic educational training in putting forth highly valuable educational programs for those professionals servicing high net worth families who are charitably minded. The classes are cutting edge in contemporary planning with topics covering core inter-personal professionals skills needed by today’s professional to be distinctive in your industry. The skill sets learned with these highly organized classes are certainly applicable to a wide variety of family wealth planning topics. Attendees come from different professional backgrounds and this environment serves as an unique opportunity to collaboratively educate oneself in a multi-disciplinary platform.

Roy Kozupsky, Partner in Private Client Department of Moses & Singer, LLP

21/64
2017-08-15T10:54:14-04:00

Roy Kozupsky, Partner in Private Client Department of Moses & Singer, LLP

21/64 is in the forefront of philanthropic educational training in putting forth highly valuable educational programs for those professionals servicing high net worth families who are charitably minded. The classes are cutting edge in contemporary planning with topics covering core inter-personal professionals skills needed by today’s professional to be distinctive in your industry. The skill sets learned with these highly organized classes are certainly applicable to a wide variety of family wealth planning topics. Attendees come from different professional backgrounds and this environment serves as an unique opportunity to collaboratively educate oneself in a multi-disciplinary platform.
Other than grad school, it was the best professional development program I’ve ever been a part of. It taught me a new way of approaching my work and interacting with donor-families.

201 Training Participant

21/64
2017-08-16T14:46:42-04:00

201 Training Participant

Other than grad school, it was the best professional development program I’ve ever been a part of. It taught me a new way of approaching my work and interacting with donor-families.
The training was such a life-changing and surprising gift. I am really excited about this idea of bringing my own experiences to bear on a consultancy that would combine philanthropy, family dynamics and youth development.

201 Training Participant

21/64
2017-08-16T14:47:38-04:00

201 Training Participant

The training was such a life-changing and surprising gift. I am really excited about this idea of bringing my own experiences to bear on a consultancy that would combine philanthropy, family dynamics and youth development.
The size of the group created a safe space to have candid discussions and practice skills in a non-threatening environment. It was a content-rich experience with tangible takeaways.

201 Training Participant

21/64
2017-08-16T14:48:47-04:00

201 Training Participant

The size of the group created a safe space to have candid discussions and practice skills in a non-threatening environment. It was a content-rich experience with tangible takeaways.
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