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Most family offices want to modernize their operations and leverage the newest innovations in AI and machine learning. The data of many family offices is not properly organized to take advantage of such technologies. Family office technology has come a long way, however family offices still lag in the adoption of these enabling technologies. Eton Solutions will discuss the steps you need to make to be prepared for the family office of the future and better serve members of the family.Phil Ierardi, Senior Vice President of Sales at Eton Solutions, LP

Join Paul Freeland, Managing Director of SEI Family Office Services, and Rick Fowler, Director of Financial Systems for Petrus Trust Company, as they talk about the dos and don’ts of building out your family office’s technology stack. During this 30-minute fireside chat, Paul and Rick will discuss:• Best of breed versus integrated technology• Considerations for managing your own data warehouse• The importance of implementing the right combination of people, process and technology

New family office enterprise software can improve operations and advance strategic goals. Modern cloud-based solutions offer more capabilities and security, if fully leveraged properly. How can Family Offices ensure they are procuring the ‘right’ solution for their Family Office, mitigating risk through contract negotiations, and aligning processes and people with best practices during system implementation? Our experts talk about a structured approach, the selection process and steps at a high-level, and speak to a few tips/best practices within the process.

In today's financial climate rules and regulations are constantly changing all while outside threats continue to rise. Join Karen Brooks from Addepar as she addresses some of the less obvious security challenges and the role technology should play in protecting your client.Karen Brooks, CISO/VP of Technology Risk, Addepar

Today’s wealth management landscape, and more specifically the HNW & UHNW sector is growing rapidly with needs of new products and services. They are invested in Specialty Assets such as Private Equity, Partnerships, Hedge Funds, Direct Investments and SPACs are becoming more common and requires special asset servicing and reporting. Specialty Assets require technology in sync with other public securities to ensure straight thru processing for reporting, performance, and partnership accounting and tax.

Cybercrime is the fastest growing crime in the U.S. according to Cybersecurity Ventures. As accessibility to technologies and methods to commit cybercrimes grows, it is critical now more than ever for family offices to stay aware of these issues and take measures to protect against cyber criminals. Join this session to learn about the latest cybersecurity threats and techniques and gain actionable insights on how to safeguard your family office.Jessica Dore, CISA, Principal, Technology Solutions, Rehmann

The way work happens within Family Offices has changed – we are mobile, social, flexible, and adept at change. We trust data and expect technology to provide the solution to make us more efficient, productive and allow us to remain ahead of the curve. This new dynamic has made its way to the role of the CFO, which has undergone more changes in the past five years than the previous 50. This has created a new breed of finance leader – CFO 3.0.