Financial Executive Council - Nashville, Tennessee


Thursday, January 29, 2015 - 1:00pm to Friday, January 30, 2015 - 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


Thursday, January 29, 2015
1:00 p.m.  

Welcome and Introductions

1:30 p.m.  

Members discuss 2014 Accomplishments and 2015 Goals

2:30 p.m.   Break
2:45 p.m.  

Peer Dialogue

3:30 p.m.  

Introduction and overview of Country Music Hall of Fame and Museum

4:00 p.m.   Tour of Museum
5:30 p.m.  

Cocktails and Dinner

Friday, January 30, 2015
9:00 a.m.   Breakfast
9:30 a.m.  

PFTC and Alternative Structures

PFTCs in Tennessee, Regulatory Philosophy,
What We Are Seeing So Far

Case Study, Why PFTC after 4 Years,
Operation and Lessons Learned

11:00 a.m.   Break
11:15 a.m.  

Focused Peer Discussion:  
Treasury Setup: Pooled Cash vs. Separate Bank Accounts

Noon   Lunch and Learn: Cyber Crimes
1:30 p.m.   Break
1:45 p.m.  

Case Study:  Settling an Estate

2:45 p.m.  

FOX Technology Network and Peer Dialogue on Technology

4:15 p.m.   Wrap-up and Evaluation
5:00 p.m.   Adjourn


*** Business casual attire for meeting ***
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