Financial Executive Council, Arizona March 2013


Sunday, March 3, 2013 - 1:15pm to Monday, March 4, 2013 - 4:30pm

The FOX Financial Executive Council is composed of the financial and operational executives working in family offices or family businesses serving families of wealth, specifically CFOs, tax managers, controllers, and those in charge of day-to-day operations. The purpose of this council is to elevate the professional and personal performance of these executives leading to enhanced operation of the family enterprise and long term well-being of the family.

The concentrated day-and-a half long format of the two Council meetings each year allows for in-depth exploration of the issues at hand. Members find this approach to be highly effective in arriving at solutions for the unique issues they face. This intense experience is not available anywhere else in the world.

  • Agenda


Sunday, March 3, 2013
1:15 p.m.   Golf Tee Time
6:30 p.m.   Pre-Dinner Cocktails
7:30 p.m.   Dutch Treat Dinner
Monday, March 4, 2013
8:30 a.m.   Breakfast at the Resort
8:45 a.m.   Welcome
9:00 a.m.   Internet Privacy and on-line Reputation
10:00 a.m.   Break
10:15 a.m.   Introductions
10:30 a.m.   Best Practice Discussions: Private Trust Company
(Panel to provide overview and answer member questions)
11:00 a.m.   Best Practice Discussions: Technology Inventory
11:30 a.m.   2012 Successes or Surprises
12:00 p.m.   Lunch
1:00 p.m.   Peer Dialogue
2:15 p.m.   Break
2:30 p.m.   Peer Dialogue (Continued)
4:00 p.m.   Wrap Up, and July 2013 Agenda
4:30 p.m.   Adjourn