FOX Virtual Regional Advisor Briefing - Minneapolis Region - May 20, 2020

Overview

Wednesday, May 20, 2020 - 8:30am to 10:00am

Now more than ever, we need to surround ourselves with a strong community in order to thrive. With that in mind, FOX is thrilled to be forging ahead with our Regional Advisor Briefings in a virtual format. Please join us for a lively exchange of information and ideas with your peers.

Attendance is included with membership, but advance registration is required.
 

Please click on the Register button below to sign up for this meeting.

You may contact the Events Team with any questions at events@familyoffice.com

  • Agenda
  • FOX Facilitators
8:30 am CT Welcome and Introductions
   
9:00 am CT Open discussion around trends identified by FOX
   
10:00 am CT Meeting Adjourns

Ruth Easterling
Managing Director, Member Services

Ruth Easterling is Managing Director of Member Services for Family Office Exchange (FOX). In her role, she works with family and advisor members to understand their objectives and provides guidance to help address their unique needs through the resources available at FOX. Ruth also moderates the Private Trust Company Network and works with the team at FOX to develop programming and insights for the Network. Ruth has held multiple roles at FOX including leading FOX member services, supervising the delivery of learning programs, and overseeing marketing to drive the redesign and brand initiatives that differentiate FOX today.

Prior to joining FOX, Ruth worked with the professional services firm Smith, Bucklin & Associates, which provides management and consulting services to more than 180 associations. She served as executive director to professional associations ranging in size from 300 to 4,000 members, re-engineering membership structures and planning processes to better enable organizations to maximize their potential through efficient governance structures and member participation. In addition, Ruth often consulted with international and national organizations on strategic planning and governance design.

Ruth holds a B.A. degree in Management and Leadership from Judson College.

 

 

Karen Rush
Managing Director, Membership

Karen Rush is Managing Director of the Family Office and Wealth Advisor Markets for Family Office Exchange (FOX). She works with family and advisor members to understand their objectives, providing guidance to help address their needs through the resources available at FOX. She also co-chairs FOX Advisor Councils and assists in the development of new and enhanced service offerings for members. Formerly the events manager, she was responsible for planning all external FOX events, including forums, workshops and regional events.

Prior to joining FOX in 2005, Karen spent 10 years at a large, multi-generational family office as the Communications Coordinator. She worked directly with the family office and family members to develop a family meeting process and an education program for the younger generation.

Karen received a B.A. in political science from Southern Illinois University.