2012 Financial Executives Forum Agenda
The FOX Financial Executives Forum is where financial executives meet for an annual update on industry developments and best practices. It’s the place to stay sharp and ensure that your office is delivering service and advice that is the best for your family clients.
Use the navigation on the left to learn more about this event.
FOX members eligible for a bundled attendance will receive it after registering.
Wednesday, July 18 |
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5:30 p.m. |
Registration |
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6:00 p.m. |
Welcome Reception |
Thursday, July 19 |
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7:30 a.m. |
Registration and Continental Breakfast |
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8:30 a.m. |
Welcome |
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8:45 a.m. |
Tax and Estate Planning Update |
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9:45 a.m. |
Legislative Updates From Our Nation’s Capitol
Jeff Cook, Policy and Taxation Group
What are the latest political and legislative developments and what do families need to be aware of as we stand poised for an election year? This always popular update on action on Capitol Hill will give family office executives the information they need to know to be prepared for 2012 and beyond.
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| 10:30 a.m. | Break |
| 10:45 a.m. | FOX Update |
| 11:15 a.m. |
Business Continuity in the World of Technology
Jeremy Kahn, AVP, Information Technology, Hartz Mountain Industries
Learn the latest information about migrating to cloud-based computing technology and disaster recovery programs to ensure that your family office will be able to continue to operate efficiently and effectively during a crisis
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| 12:30 p.m. |
Lunch |
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1:30 p.m. |
Financial Executive Dialogue
One of the most valuable aspects of the Forum is the opportunity to meet other financial executives. In these breakout sessions, FOX experts lead peer group discussions of issues surrounding the greatest concerns to family offices. Participants may choose from the following topics:
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2:45 p.m. |
Break |
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3:00 p.m. |
Going Beyond the Traditional Quarterly Financial Report
Heather Asher, Family Office Exchange
Robert O'Boyle, Advent Software, Inc.
Creating effective reports that are broadly consumed across the family and encourage, rather than distract, family members from their long-term goals is extremely challenging. In some cases, the key challenges center on differences in financial education and interpretation abilities among different members of the same family. In other cases, there are issues around formatting and preferences in how reports and information are provided (paper versus electronic). In this session, the panel will discuss approaches to reporting that promote readership, prompt broader family involvement and engagement, and ultimately help family members remain focused on their long-term goals.
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4:00 p.m. |
Human Resource Challenges
Join in the discussion with an HR professional from an SFO and MFO office that will provide insight into issues that family offices have the most interest in, such as: hiring talent, retention, salary/raises, flextime, conflict and many more. Walk away from this session with some answers on how to further your definition of a well-run family office through the personnel that operate it.
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| 5:00 p.m. |
Closing Remarks |
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5:15 p.m. |
Adjournment |