Financial Executives Forum 2016 - Agenda

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Tuesday, July 19, 2016


Registration Opens 

Speed Networking  (Optional)
Session Hosts: Meghan McWalters, International Relationship Manager, and  Karen Rush, Director of Membership, Family Office Exchange 
Attending a conference with 100+ of your closest peers is a tremendous networking opportunity, so how do you make the most of it? Speed networking is a great to quickly (just 6 minutes) and efficiently get to know your peers. FOX staff will be on hand to make this a warm welcome to the 2016 Financial Executives Forum.


Speaker: Alexandre Monnier, President, Family Office Exchange
Technology Disruptors
Speaker: Kumar Krishnamurthy, Partner / Principal,  PricewaterhouseCoopers Advisory LLC
Session Host: Amy Hart Clyne, Executive Director, Knowledge Center, Family Office Exchange
How will the Internet of Things (IoT) change the family office  industry and how we serve our clients? This session will identify key triggers for change in terms of client engagement, delivery of services and advice, communications, integration, and access to a variety of products. The goal is a thought provoking discussion of how the world is changing, and how family offices must prepare to change over the next decade.
Technology Demonstrations - Solution Introductions  
Last year’s attendees shared with us that they found it valuable to gain awareness of technological advances and opportunities relevant to the unique needs of the family office. Therefore, FOX has once again 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. Each provider will present a brief overview of their technology with emphasis on the solutions their technology provides preceeding an actual demonstration of the software.

Networking Break 

Choose among multiple technology solution providers for 3 different showcase 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.

Technology Demonstrations  Session 1


Technology Demonstrations Session 2


Technology Demonstrations Session 3


Networking Break


Choose from one of three concurrent breakout sessions:

Breakout Session 1A:  Securing Client Communications: Trends and New Technology                                                
Speaker: Steven Draper, Senior Consultant, Family Office Exchange
Family offices are looking for a secure way to interact with their families with increased flexibility, improved levels of communication and tight process integration across their business. What developments should you be aware of? Steven Draper will update us on the state of play in this area and focus on solutions and strategies that provide increased security and functionality.
Breakout Session 1B: Social Media: The New Liability Frontier
Speaker: David Hubbard, Vice President, Marketing, AIG Private Client Group
Session Host: Patience Y. Marmer, Senior Relationship Manager , Family Office Exchange
Facebook. Twitter. Instagram. How do you balance the need for privacy with the reality of 24/7 social media as a way of life? This session outlines strategies and practices that every family office should consider to keep your family and your family information safe.
Breakout Session 1C: Family Office Portal                       
Speaker: Dulcie L. Truitt, President and CEO, Briar Hall, LLC
Session Host: Ruth Easterling, Managing Director, Member Services, Family Office Exchange
A family office portal is a secure electronic gateway to the information that you want to share with your family—files, photos, services, and information—accessible over the Internet through a web browser. It can be a powerful means of connection for the family. Come to this session to learn about one family's experience creating their family office portal.

Networking Reception 

Wednesday, July 20, 2016 




Opening Comments and Day 1 Recap 
Speaker: Mariann Mihailidis, Managing Director, Councils, Family Office Exchange
Tax and Estate Update
Thomas W. Abendroth, Partner, Schiff Hardin LLP
Mark Blumenthal, Partner, Plante Moran PLLC
Session Host: Karen Rush, Director of Membership, Family Office Exchange
In what is frequently our most popular Forum session, experts will share the latest updates in estate laws and taxes that family office executives need to watch for in 2016 and beyond.

New Tools for Strengthening FOX Peer Communities 

Speaker: John Cisek, Managing Director, Operations, Family Office Exchange

John Cisek will share a brief overview of new technologies coming to improve your community experience.


Networking Break

Executive Dialogues 
Among the many benefits of attending a Family Office Exchange Forum is the opportunity for small-group, high-level dialogue with your industry peers.
  • Small Offices (1-6 employees)
  • Medium Offices (7-14 employees)
  • Large Offices (Over 15 employees)
  • Multi-Family Office, Thought Leaders, and Wealth Advisor Councils
  • Technology Demonstration Providers 
Networking Break

Choose from one of three concurrent breakout sessions:

Breakout Session 2A: IRS Updates: Global High Wealth Examinations
Speaker: Ethelyn McDaniel , Director, Tax Controversy and Regulatory Services (TCRS), PricewaterhouseCoopers, LLP        
Session Host: Mariann Mihailidis, Managing Director, Councils, Family Offiice Exchange 
Ethelyn McDaniel, Director of the Tax Controversy and Regulatory Services group of PWC will share what she is seeing as hot topics that the IRS is pursuing with high net worth families.
Breakout Session 2B:  Estate Settlement Readiness          
John DeBord, Senior Vice President of Operations, LHT Consulting Group
Mark Harder, Partner, Warner Norcross & Judd LLP
Jeff Lambert, Chief Financial Officer, Assistant Secretary, RDV Corporation
Session Host: Heather Abramson, Senior Relationship Manager, Family Office Exchange       
We invest a lot of time and energy figuring out the best way to pass wealth from one generation to the next. But how can anyone truly prepare for the practical realities of settling a family member’s estate while grieving and managing the impact of this loss on the family? This session will outline some of the things you can be thinking about now to be prepared for a death in the family.
Breakout Session 2C: Family Office Structures: Pros, Cons and Considerations
Speakers: Bobbi J. Bierhals, Partner, McDermott, Will & Emery LLP; Scott Hirsch, CFO, The Benida Group, LLC, Thomas P. Ward, McDermott, Will & Emery LLP
Session Host: Jane Flanagan,  Director of Family Research, Family Office Exchange 
Structuring the family office to maximize cost‐effectiveness and expense deductibility is top of mind for many FOX members. In this session, you will learn about various ownership structures, including the profits interest structure. You’ll hear from a seasoned expert who works with family offices to evaluate various structures and from family office executives who have used the profits interest structure with success.

Networking Break


Concurrent Network Discussion Sessions with Lunch

FOX Network Session A
HCAP - The Human Capital Network: 
Strategic Human Capital Issues Facing the Family Office
What are the most critical strategic human capital issues your Family Office faces this year? Please join us in this highly interactive session to explore best practice options for several Human Capital challenges:
  • Grooming, Coaching, Training and Mentoring in the Family Office
    • How do you develop Family and Staff members for career growth and increasing responsibility?
  • Incentive Based Compensation in the Family Office
    • What are the current incentive compensation best practices being employed in Family Offices for the purpose of rewarding and retaining key staff members?
  • The Business of “Family”
    • What are the best practices in Family Offices where family members and staff work side by side in harmony?

Facilitators: Kasey Mueller, Human Capital Network Moderator, Family Office Exchange
Bruce K. Benesh, Partner-in-charge, Grant Thornton LLP

FOX Network Session B
TODS - The Technology Operations & Data Security Network:
Using Office 365 in a Family Office: Is it the future?
Steven Draper will set out for discussion the idea of using Office 365 as the core platform in a family office and synthesize some of  latest developments around this platform. This will be followed by an open Q&A.
Facilitator: Steve Draper, Senior Consultant, Family Office Exchange and Leader of the TODS Network
Forum Closing Comments
Speakers: Alexandre Monnier, President, Family Office Exchange and Karen Rush, Director of Membership, Family Office Exchange

Additional speakers to be announced. Speakers, sessions and times are subject to change.

This program is eligible for up to 4 CPE credits. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures, and acceptance may vary by state.

Agenda | Accommodations | Speakers | Sponsors | Tech Demos | Brochure Download | Materials