Financial Executives Council Jan. 18-19, 2017


Wednesday, January 18, 2017 - 6:30pm to Thursday, January 19, 2017 - 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


Host: Family Office Exchange
Wednesday, January 18, 2017
3:00 p.m. Executive Dialogue
5:00 p.m. Adjourn
6:00 p.m. Group Council Dinner
Thursday, January 19, 2017 
8:15 a.m. Breakfast
8:45 a.m. Welcome – 2016 Accomplishments and #1 Challenge for 2017
10:15 a.m. Break
10:30 a.m. Group Discussion: Investment Reporting Successes and Challenges
11:15 a.m. Case Study: Lessons Learned from Moving to the Cloud
12:15 p.m. Lunch
1:15 p.m. Post-Election Update 
2:15 p.m. Break
2:30 p.m. Executive Dialogue
4:00 p.m. New FOX Council Community
4:30 p.m. Topics for July meeting
5:00 p.m. Adjourn
*** Business casual attire for meeting ***