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Walnut Ridge Strategic Management Co. just completed an internal controls audit. Lou Colella and his advisor, Chris Cutrara of Plante Moran provided an in-depth look at their audit experience, including how they identified resources, implementation, and the end results.The biggest issues identified in this case study included: lack of cash controls, accountability for financial reporting, documentation on investment policy, and lack of committees and communication on trusts.Key takeaways include:

Craig Cook of Oakbrook Solutions and Mark Rogozinski of RockIT looked at how progress is impacting back-office operations in the areas of strategy, standardization, reporting and cloud technology as well as the trends that are uppermost in the minds of family office executives.Key takeaways include:

Social engineering is the term security experts use to describe fraud campaigns that target human rather than technology elements. This brand of fraud has grown increasingly pervasive in recent years. In fact, with technology-based security programs becoming more sophisticated, more criminals are turning to social engineering. Tristate President Chuck Fawcett will address what you need to know to combat this ever-growing threat.

Throughout the United States and across the world today, high-net worth executives and individuals are confronting new levels of risk – from the continuity of their operations and the protection of their assets to the safety of their most valuable resource, their people. This personal security expert addresses the risks families face and outlines steps you can take to create a safe environment.

When disaster interrupts your place of business, what contingency plans do you have in place to continue operations?

Family and multi-family office executives often ask us for human resources best practices. Our panel of family office human resources professionals will share their perspectives on lessons learned, best practices adopted and legal parameters to be considered in managing employee relationships and the human resource function in the office.

Peer Dialogue by TopicChoose a topic you are interested in to take a deeper dive with small group discussion: Group #1 – Technology –in St. Clair 1-2Subject matter expert: Craig Cook, Oakbrook Solutions & Mark Rogozinski, RockITFOX facilitators: Michael Sallas, Amy Hart Clyne, Jo Wellman, Mariann Mihailidis, Alexandre Monnier & Marv Pollack Group #2 – Risk Management –in St.