Senior Management Council - Las Vegas, March 2013


Wednesday, February 27, 2013 - 6:00pm to Friday, March 1, 2013 - 12:00pm

  • Agenda

Wednesday, February 27, 2013

6:00 p.m.


Optional Cocktails at Mon Ami Gabi (Spouses & Guests Welcome)




7:00 p.m.


Optional Member Only Dinner at Mon Ami Gabi (Spouses & Guests Welcome)


Thursday, February 28, 2013

8:30 a.m.


Continental Breakfast




8:50 a.m.






9:00 a.m.


Economic Update

Now that the elections are over what can you expect?  Ben will discuss:

  • Where the global economy is headed in the next 12 to 18 months
  • How decisions/indecisions in DC are going to affect our economy and the markets?
  • What is the impact on taxes and fiscal policy?
  • What should family office executives be thinking about and advising their clients?




10:00 a.m.






10:15 a.m.


Client Service Models

  • This presentation will be followed by a panel of Council members who have recently reevaluated their client service models and implemented changes.  They will discuss their models and lessons learned along the way.




11:45 a.m.






12:15 p.m.





2:30 p.m. Break


Leadership Development - Council Peak Performance:
Increasing Influence and Impact

Objectives of this session:

  • To Identify Tactics to Improve Council Member Performance
  • To Increase the Ability of Council Leaders to Positively Influence Others
  • To Increase Effectiveness through Assessment and Feedback
    To Identify Strategies to Successfully Navigate Change       




4:00 p.m.


Adjourn – Pickup in front of hotel for tour and Q&A




4:45 p.m.


Wine and Cheese Reception




5:30 p.m.


Return to Hotel




7:30 p.m.


Cocktails and Dinner (Spouses & Guests Welcome)


Friday, March 1, 2013

8:00 a.m.


Continental Breakfast




8:30 a.m.


2013 Member Goals

  • All members will give a short overview of their 2013 goals.  
  • Limit your discussion to 5 minutes.  
  • We will white board topics to come back to in greater detail at future meetings. 




9:45 a.m.






10:00 a.m.


Executive Dialogue




12:00 p.m.


Next Steps and Lunch   

*** Business casual attire for meeting ***