With the sprint to include AI in all systems, hear from three providers about their already existing AI aspects of their environments. Robert (Rob) Mallernee, CEO, Eton Solutions Kathy Kang, Product Manager, SumIt Software Dan Kutner, Head of Sales, North America, Masttro
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Different Points of View from Tech Selection Consulting | 2025 FOX Technology and Risk Management Showcase
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Learn why finding the right partner is a game changer when it comes to tech selection. Chris Dickson, National Senior Manager, Family Office Enterprise Advisory, RSM John B. Stewart, Partner & Co-Lead of Family Office Industry, Armanino Erin Hulse, Founder & CEO, Deviate Consulting
Avoid Failed Implementations Through Change Management | 2025 FOX Technology and Risk Management Showcase
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Learn the truth about most failed implementations and how to prepare your team to successfully manage the process. Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX
Real life discussion with family offices who have gone through core technology implementations in the past year. Jaimie Kostiuk, Vice President, Finance & Operations, Investment Group of Santa Barbara Deanna Koehly, Chinquapin Trust Company Joe Kauten, CFO, Chinquapin Trust Company Moderator: Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX
Navigating Innovation with AI in Family Office | 2025 FOX Technology and Risk Management Showcase
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Discover the crucial needs around privacy and risk as AI becomes imbedded in the Family Offices of Tomorrow. Bryan Rhody, Partner, Advisory, Technology Solutions Group, BPM Bill Rouse, Director, Advisory, Technology Solutions Group, Family Office Industry Specialist, BPM Angela Thomas, Sr. Manager, Advisory, Technology Solutions Group & Sage Intacct Practice Leader, BPM
How AV’s integrated accounting and investment performance technology is trusted by hundreds of clients to run their Family Office like a business. With clear vision, firm control, and a lasting legacy. Chirag Nanavati will present the reasons why customers bet on Asset Vantage and how we are establishing a solid presence in North America. We will highlight our product USPs and core features via a product demo and customer on-boarding stories. This will be followed by a twenty-minute Q&A session.
The Governance Playbook for AI Vendor Selection
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The Integration of Artificial Intelligence (AI) into business strategies has become a pivotal step for organizations that are aiming to create or maintain a competitive edge. And making the right AI vendor selection will be critical toward that end. With this AI governance playbook, learn how you can evaluate AI vendors to ensure that the chosen provider not only prioritizes the company’s strategic goals but also offers a significant return on investment, while protecting data and complying with regulatory standards.
FOX Technology Resource Partner Focus Group - BILL
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BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). They are dedicated to automating the future of finance so businesses can thrive. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables, and spend and expense management. Andrew Thomas, Strategic Account Executive | Family Office & Accounting Partnerships, BILL Kent Lawson, COO, FOX
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.
Agentic artificial intelligence (AI) is more than a technological upgrade—it’s a fundamental shift in operations, with the potential to impact every facet of business, from customer interactions to internal workflows. Unlike traditional automation, agentic AI employs a more sophisticated “understand-decide-act” process, making autonomous decisions based on data analysis and defined objectives.