Financial Executive Council - Chicago, IL


Monday, July 18, 2016 - 12:00pm to Tuesday, July 19, 2016 - 11:00am

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
Host: Family Office Exchange
Monday, July 18, 2016
12:00 p.m.  Lunch
1:00 p.m.  Executive Dialogue
3:00 p.m.  Break
3:15 p.m.  Onboarding New Staff
4:15 p.m.  Investment Reporting Solutions – Moving beyond Excel worksheets
5:15 p.m.  Meeting Adjourned
6:00 p.m.  Group Dinner & Rooftop Cubs Event
Tuesday, July 19, 2016
8:00 a.m.  Breakfast
8:30 a.m.  What Keeps You Up at Night - Risk & Opportunity Mapping Discussion
10:45 a.m.  Next Steps for Winter Meeting
11:00 a.m.  Adjourn for Financial Executive Forum Speed Networking
*** Business casual attire for meeting ***
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