2012 Financial Executives Forum Agenda


 Wednesday, July 18

5:00 p.m.



5:30 - 7:00 p.m.

Welcome Reception


Thursday, July 19

7:30 a.m. 

Registration and Continental Breakfast


8:30 a.m.

Alexandre Monnier, Family Office Exchange


8:45 a.m.

Tax and Estate Planning Update
Susan von Hermann, Schiff Hardin
The two-year window is closing on opportunities for families to capitalize on gift, estate, and generation-skipping tax provisions of the 2010 Tax Act. Hear from an estate planning expert what wealth owners can expect from lawmakers in the coming year and how best to prepare for the changes in tax law that lie ahead.


9:45 a.m.

Legislative Updates From Our Nation’s Capitol
Jeff Cook, Policy and Taxation Group 
What are the latest political and legislative developments and what do families need to be aware of as we stand poised for an election year? This always popular update on action on Capitol Hill will give family office executives the information they need to know to be prepared for 2012 and beyond.
10:30 a.m. Break
10:45 a.m. Good-bye Tax Shangri-La?
Mark Blumenthal, Blackman Kallick Plante Moran
In this election year competing visions of tax reform is center stage front page news. Mark Blumenthal will explain why this year may be a once in a life time opportunity for tax planning for both businesses and wealthy investors; explain both sides of the tax debate; and provide unique insights into the tax implications for your investments, gifting opportunities, and business structures in light of next year’s scheduled changes in the tax laws.  Mark will explain which businesses could win and which could lose by viewing the world through his crystal ball.
11:30 a.m.
Business Continuity in the World of Technology
Jeremy Kahn, AVP, Information Technology, Hartz Mountain Industries
Learn the latest information about migrating to cloud-based computing technology and disaster recovery programs to ensure that your family office will be able to continue to operate efficiently and effectively during a crisis
12:30 p.m.



1:30 p.m.

Financial Executive Dialogue
One of the most valuable aspects of the Forum is the opportunity to meet other financial executives. In these breakout sessions, FOX experts lead peer group discussions of issues surrounding the greatest concerns to family offices. Participants may choose from the following topics:
  • Business Continuity 
  • Human Resources 
  • Family Continuity

2:45 p.m.



3:00 p.m.

Going Beyond the Traditional Quarterly Financial Report
Heather Asher, Family Office Exchange
Mike Madigan, Advent Software, Inc.
W. Jackson Parham Jr., Eton Advisors, L.P.
Creating effective reports that are broadly consumed across the family and encourage, rather than distract, family members from their long-term goals is extremely challenging. In some cases, the key challenges center on differences in financial education and interpretation abilities among different members of the same family. In other cases, there are issues around formatting and preferences in how reports and information are provided (paper versus electronic). In this session, the panel will discuss approaches to reporting that promote readership, prompt broader family involvement and engagement, and ultimately help family members remain focused on their long-term goals.

4:00 p.m.

Human Resource Challenges
Bonnie Gauger, Johnson Keland Management, Inc.
Karen Rush, Family Office Exchange
Shannon Zur, Vogel Consulting
Join in the discussion with an HR professional from an SFO and MFO office that will provide insight into issues that family offices have the most interest in, such as: hiring talent, retention, salary/raises, flextime, conflict and many more. Walk away from this session with some answers on how to further your definition of a well-run family office through the personnel that operate it.
5:00 p.m.

Closing Remarks


5:15 p.m.