2014 Financial Executives Forum - Agenda


TUESDAY, JULY 22, 2014

11:30 a.m.

Registration for FEF

12:00 p.m.


1:00 p.m.  Welcome/FOX Initiatives for 2014
  Alexandre Monnier, President, Family Office Exchange
1:15 p.m. Don’t Start at Square One – Implementing Technology*

Speakers: Jenny Hager, Director of Strategic Asset Management, The Duchossois Group, Inc., Todd Heemsoth, President, Hale Solutions and Lyndy R. Januszewski, CPA, Managing Consultant, Sikich, LLP, Tania Neild, Vice President, CTO, Infograte

Join this session to hear a family office’s first-hand account of implementing new general ledger and CRM technologies. The Duchossois Group family office joins consultants from Infograte, Hale Solutions and Sikich LLP to share highlights and lessons learned from the project. 

2:15 p.m Reporting Realities: Overcoming Today’s Biggest Challenges*
  Moderator: Mark Rogozinski, Rockit Solutions LLC
  Panelist: Rebekah Kohmescher, Altair Advisers LLC
  Panelist: Sophia Stratton, CFO, Levy Family Partners, LLC
  Panelist: David Bauer, CFO, Lubar and Co.

To make decisions about the future, families need reports that provide a full view of their integrated risk exposure and their allocation across all family entities. Yet such aggregate reports remain the elusive Holy Grail of our industry. It is often promised by product providers, but product capabilities often still fall short of expectations. One of the key questions becomes: What are the manual bridges that an office or outside provider should still be prepared to provide to produce a truly consolidated and functional report that provides useful information about holdings, performance and risk?  In this session, speakers will talk frankly about the most challenging reporting issues for families with complex wealth. They will share their first-hand experience on what is required for creating comprehensive reports that enable decision makers to continuously monitor performance and change in value of assets at both the family and individual entity level.

3:10 p.m. Technology Solutions Showcase – Solution Introductions
  A key component of Critical Updates for the Family Office is an opportunity to gain awareness of technological advances and opportunities relevant to the unique needs of the family office. FOX has invited multiple technology service providers to highlight their product features with emphasis on how their technology can solve unique challenges inherent in the family office.The Technology Solutions Showcase will consist of two components:

Part One: Solution Introductions – Each provider will present a brief overview of their technology with emphasis on the solutions their technology provides.

Part Two: Solution Sessions –  During brief, concurrent sessions, technology providers will demonstrate the features and benefits of their technology with emphasis on how their products uniquely serve the needs of the family office. Our subject matter experts will present trends and updates on their specific topic followed by peer discussion where the audience will be able to ask questions of the experts and gain solutions through conversation with their peers. 
3:30 p.m. Break - Technology Solutions Showcase – Solution Sessions 1
4:00 p.m. 

Peer Dialogue Sessions

Learn the latest trends and best practices in the following topic areas from our subject matter experts, then join in peer dialogue around the topics to develop solutions for your family office.  Choose from one of the following topics:


Family Education
Facilitator: Amy Hart Clyne, Executive Director, Content, FOX

As one of the key trends impacting the family office industry, family education and learning have become essential service requirements. As indicated in the 2014 FOX State of the Art in Wealth Management report, family education is essential for the support of the family enterprise and is the responsibility of all stakeholders, not just primary stockholders. As such, the following key components of family education will be discussed:
  • How is your team responding to this surge of interest and demand for family education?
  • To what degree is your organization investing in family education?
  • What family education do you provide, and by whom and how is it being delivered?
  • What are your critical family education needs?
  Human Capital
Facilitator: Dawn Rose, Director of Human Capital, FOX

Cyber Security
Facilitators:Joe Oleksak,  Information Technology Consulting Principal, Plante Moran and Doug Wiescinski, Partner, Plante Moran will discuss

  • the controls and threats to the people (staff and family members)
  • processes (formal and informal)
  • technologies (current and future) in family offices

D&O/E&O Insurance
Facilitators: John Meade, Underwriter, AIG and Abigail G. Geary, Assistant Vice President, Marsh Private Client Services, Family Office Group will discuss:

  • Family Office Best Practices
  • Family Office Claims Trends
  • Insurance Products Tailored to the Family Office
5:00 p.m.  Technology Solutions Showcase – Solution Sessions 2
5:30 p.m. Adjourn

5:30 p.m. - 
7:00 p.m.

Networking Reception 


7:30 a.m.

Registration and Breakfast

8:15 a.m.

Opening Comments/Recap of Day 1

8:30 a.m. -  Tax and Estate Update*

Estate Update: Thomas W. Abendroth, Partner, Schiff Harden, James Steffel, Partner, Warner, Norcross & Judd, LLP
Taxes – Sheryl Eighner, Tax Partner / US Personal Financial Services Leader, PwC 

In our most in-demand session, experts will share the latest updates in estate laws and taxes that family office executives need to watch for in 2014 and beyond.

10:00 a.m.

Technology Solutions Showcase – Solution Sessions 3

10:30 a.m. Financial Executive Dialogue
Meet for peer dialogue around topics of interest to your office.  Choose from these office types: 
• Small Office (less than 7 staff)
• Medium Office (8-14 staff)
• Large Office (15 or more staff)
• MFOs, Thought Leaders Council members and Wealth Advisors
11:45 a.m.

Human Capital Trends and Insights

Speaker: Dawn Rose, Director of Human Capital, Family Office Exchange and Melissa Seibert, Partner, BakerHostetler
This informative session will provide insight into many of the current trends in various key areas of human capital: performance measurement, benefits, new legal considerations and DOL focuses, and other policy considerations.  Dawn will be joined by Melissa, Seibert who will share the legal perspective on topics family offices need to be aware of in the employment arena.
12:25 p.m. 

Closing Remarks
Alexandre Monnier, President, FOX

12:30 p.m. Adjourn

 up to 4 credits may be earned by attending and evaluating the sessions marked with *. CPE eligibility is subject to state requirements