Financial Executive Council - January 2019


Wednesday, January 23, 2019 - 3:00pm to Thursday, January 24, 2019 - 5:00pm


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

Fort Lauderdale, FL


Wednesday, January 23, 2019


3:00 p.m.


Welcome and Introductions

Facilitated by Jane Flanagan, Family Office Exchange




3:30 p.m.


Case Study: Completing a best practice insurance review

Maintaining the best and most cost-effective coverage for property and casualty, liability and cyber insurance is a challenge for every family office. In this session the speaker will provide an overview of the latest trends in these family office plans and will identify ways to integrate and optimize coverage. A family office executive will then share her lessons learned from completing a comprehensive review of the existing insurance policies.




4:30 p.m.


Executive Dialogue

Facilitated by Jane Flanagan




5:15 p.m.






5:30 p.m.


Group Council Dinner


Thursday, January 24, 2019


8:30 a.m.






9:00 a.m.


2018 Accomplishments and #1 Challenge for 2019

Facilitated by Jane Flanagan, Family Office Exchange




10:15 a.m.






10:30 a.m.


Executive Dialogue

Facilitated by Jane Flanagan, Family Office Exchange




11:30 a.m.


Highlights from the 2018 FOX Compensation & Benefits Survey

Jane Flanagan, Managing Director, Family Office Exchange

Offering a competitive compensation plan is essential for attracting and retaining the top talent. In this session, Jane will share key highlights from the survey and invite the group to share their reactions and 2019 plans.




12:30 p.m.




1:30 p.m.


The New Reality: Tax Compliance 2019
Mark Blumenthal, Partner, Plante Moran

As tax season approaches, how will the realities of the 2017 Tax Act affect our workloads? What do we need to be doing now to prepare? In this interactive session, Mark will share his perspective and engage the group in a discussion of their concerns and tax compliance plans.




2:30 p.m.






2:45 p.m.


Using “Bots” to Streamline Workflow and Gain Efficiency

Danielle Valkner, Advisory Partner, PwC Advisory Services LLC

Every family office has a long list of labor-intensive, repetitive activities that require data processing across multiple applications and currently consume precious staff hours. What if there were another way? In this session you will learn about new developments in Robotics Process Automation (RPA) and Intelligent Process Automation (IPA) and the possibilities they offer for your family office.




3:45 p.m.


Group Discussion

  • Takeaways from Using “Bots” Session




4:15 p.m.


  • Key Takeaways
  • Profiles of Members who would Enrich the Council
  • Topics for the Next Meeting




4:45 p.m.


Meeting Adjourned


*** Business casual attire for meeting ***