Wondering how to prepare yourself for what issues might arise when broaching the subjects such as multigenerational success, legacy planning, or philanthropic engagement? Already experiencing client situations that have emotional content and feel complex? This training will help make the invisible dynamics of a system visible to you as an advisor and facilitator of important discussions, online and in-person.
At the 21/64 Managing Family Dynamics Advanced Training, you will learn to look at client situations using a family systems approach which illuminates how everyone is intrinsically and powerfully connected to our families of origin. We’ll look at the hidden dynamics embedded within each family or group system, and learn ways to shift these dynamics on behalf of the group. We’ve curated key theories in the field and will train you on tools to help you comfortably navigate conversations and decision-making with your donors and clients. You will experience this work personally by examining your own family system and move to facilitating tools you can use with others.
21/64 offers Continuing Education (CE) credit for this training.
- CAP: 6.5 CE credit hours
- CFRE: 6.5 CE credit hours
- CFP: 6.5 CE credit hours
If you plan to request CE credit, you must select a credential during registration. CE selections cannot be added or changed after you register. Final credit eligibility is subject to credentialing body requirements and full participation. More information is available here.
Dual-Training Package
In addition to the Managing Family Dynamics Training, we are also facilitating another virtual Advanced training called Talking About Money on October 8-9 from 12-3pm ET. Participants may register for each training individually or enroll in both as a bundled offering at a discounted rate for a more comprehensive experience.
Click here to register for both trainings.
While each session is designed to stand on its own, together they provide a deeper, more integrated learning opportunity.
BENEFITS TO PARTICIPANTS
- Advanced family systems and group dynamics skills
- Understanding building blocks of family systems theory
- Personal discovery of your family system
- Applying theory to your professional practice
- Acquire fresh facilitation techniques for how to build engagement on-screen and off
- Interact in small groups and expand your network.
Participants should plan for a combination of live learning in person, small group participant discussion, and independent work before and between sessions.
Live Learning:
Monday, September 28, 2026, 12:00pm – 3:00pm ET*
Tuesday, September 29, 2026, 12:00pm – 3:00pm ET
*We will hold Office Hours + Community Connection for 30 minutes after the Monday session.
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. Agenda, pre-reading, and additional logistics will be shared via email.
Participants should plan for a combination of live learning on screen, small group participant discussion, and independent work before and between sessions.
Payment and Fees
- For-Profit Domestic (U.S. only) – $1,650USD
- Non-Profit & Independent Practitioner Domestic (U.S. only) – $1,000USD
- For-Profit International – $2,000USD
- Non-Profit & Independent Practitioner International – $1,350USD
This training is available at a dual-training and bundled rate when purchased together with the virtual Advanced training, Talking About Money.
Click here for more information on fees for this dual-training offering and to register.
Space is limited and training is filled on a first-come first-serve basis.
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 if possible.
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!
Managing Family Dynamics Training – October 2026
Price range: $1,250.00 through $2,250.00
Additional information
| Select Registration Option: | Non-Profit Professional & Independent Practitioner Domestic (U.S. only), For-Profit Professional Domestic (U.S. only), Non-Profit Professional & Independent Practitioner International, For-Profit Professional International |
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Registration for the Managing Family Dynamics Training on September 28-29, 2026 has officially closed. If you’re still interested in attending, please contact David Stillman at [email protected].
Registration for the Talking About Money Training is still open. Please go to the following link to register.