Financial Executive Council, Chicago July 2014


Monday, July 21, 2014 - 1:30pm to Tuesday, July 22, 2014 - 11:45am

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


Monday, July 21, 2014
1:30 p.m.   Introductions
2:00 p.m.  

Accounting Task List and Integration with Procedures utilizing Sharepoint

3:00 p.m.  

Policies and Procedures Documents Working session

4:30 p.m.  

Peer Dialogue

5:30 p.m.  

Cocktails and Dinner

Tuesday, July 22, 2014
8:00 a.m.   Breakfast
8:30 a.m.  

Third Party Benchmarking Project:  How do we measure up?

9:30 a.m.  

Engaging the Family and the Family Office Staff in Change: A Case Study

10:30 a.m.   Break
10:45 a.m.  

Peer Exchange

11:30 a.m.   Evaluation and Winter 2015 Meeting Discussion
11:45 a.m.   Adjourn


*** Business casual attire for meeting ***
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