Optimizing Technology: Best Practices for Selection, Implementation, and Outsourcing | 2025 FOX Family Office and Wealth Advisor Forum
Overview
This session will explore best practices for navigating the technology selection process, including how to leverage RFPs (Requests for Proposals) to make informed decisions and streamline outsourcing preparation. Learn about leading platforms, tools, and solutions that can enhance performance, improve reporting, and support strategic goals. Join us for practical insights, real-world examples, and expert guidance on how to approach technology adoption and outsourcing for maximum impact.
Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX
Erin Hulse, Founder and CEO, Deviate Consulting
Lindy Antonelli, Partner, Armanino
Laurie Mosebrook, Principal - Management Consulting, RSM