Regional Member Briefing - Atlanta - October 10, 2019

Overview

Thursday, October 10, 2019 - 4:30pm to 7:30pm

Join us for a lively exchange of information and ideas with your peers at this FOX Regional Member Briefing reception.

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

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Location

Arthur M. Blank Family Office
323 Howell Mill Rd NW
Atlanta  Georgia  30327
United States
  • Agenda
  • FOX Facilitators
4:30 pm Networking & light refreshments
   

5:20 pm

Welcome & Introductions

   
5:30 pm Program:
 

Family as Enterprise. Key lessons in moving from a business owning family to a multi-generational enterprise

Ann Dugan, Senior Managing Director, Family Office Exchange, 4G family member from Brunswick

 A Multi-Generational Atlanta Family Enterprise

Prominent Atlanta-based family leader(s) will share their best practices and lessons learned along the way of as they built their multi-generational family enterprise.

The Importance of Beneficiary Engagement within the Family Business

Katherine Dunlevie of the Synovus Family Office and Richard Johnson of Waller will share experienced guidance on how successful families implemented strategies encouraging multi- generational family involvement for the successful continuity of family and enterprise legacy.  Unique pathways supporting enlightened trustee and beneficiary engagement will be highlighted

   
6:15 pm Cocktail Reception with speakers & attendees
   
7:30 pm Adjourn

Ann Dugan
Senior Managing Director, Advisory and Education Services

Ann Dugan is the Senior Managing Director of Advisory and Education Services leading the FOX team in the delivery of services to substantial family enterprises and family offices striving to achieve long-term sustainability and multi-generational success.  

Ms. Dugan was an early innovator in understanding the power of knowledge, research, and entrepreneurship in building the enterprising family capacity and sustainability as she launched one of the first Global Institutes at the University of Pittsburgh. As founder and leader for nearly 30 years of the Institute for Entrepreneurial Excellence while also serving as the Assistant Dean for the Joseph M. Katz Graduate School of Business, her success in helping other families, universities, and regions flourish has been recognized with numerous awards. Ann led her own successful succession in 2014. Post University, Ann focused her work on assisting families to start philanthropic organizations and foundations and served as Executive in Residence for the Family Business Network (FBN) until joining the FOX leadership team in 2016. 

Ann holds a B.S. in Economics and M.B.A. in Finance from the University of Pittsburgh. Ann is a 4th generation member of a business-owning family and is a serial entrepreneur who has founded and led several ventures to success. Ms. Dugan currently serves on several public and private boards of directors.
 

Vincent Hayes
Director of Member Development

Vincent Hayes is the Director of Member Development at Family Office Exchange (FOX). Vincent serves as the ambassador for FOX in reaching out to new members and promoting the networking and education benefits that come with FOX membership. He helps prospective members find ways to solve the challenges they face in running their enterprise family through using resources available within FOX and its membership community.

Prior to joining FOX, Vincent spent 15 years in the investment world, most recently with AGN Futures, where he served as Vice President of Sales and Operations since 2011. Previously, Vincent has worked at R.J. O’Brien & Associates, Global Forex Trading, and ZAP Futures. 

Vincent is a graduate of Western Michigan University with a B.B.A. degree in Finance and minor in Accounting. He is based in Chicago.

 

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.