The 2019 FOX Family Office ForumTM brings together CEOs, HR managers, technology heads, and financial executives to focus on practical approaches to the many trends and issues affecting families and family office executives. In this exciting program, we will hear from leading experts in developing leaders in both the family and family office, explore the latest issues in cybersecurity and understand the family office role in preparing families for transition. The Forum will offer multiple opportunities for networking with other family office as well as structured peer dialogue sessions.
As always, there will be the annual in-person gatherings of the Human Capital and Technology Operations and Data Security Networks. The Forum will be centrally located in Chicago at the Swissotel on July 16-17, 2019.
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Field of Study: Finance - Up to TBD CPE credits can be earned from the Forum. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state.
Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: Group Live Program
Learning Objectives: Upon completion of the program, participants will be able to identify the latest developments and solutions in technology, insurance, taxes, risk, business structures, team building, security, and family office business processes.
Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Please note that a discount may be available to additional paid attendees from your firm. Contact Family Office Exchange via phone at 312.327.1221 or email firstname.lastname@example.org to receive the additional paid attendee coupon code. Registrations are subject to approval by FOX.
REFUND POLICY: For event registrations, refunds of payment or forum allotments will be offered if the cancellation is made in writing to Family Office Exchange at email@example.com five (5) or more business days prior to the start of the event. For more information regarding administrative policies please contact FOX office at: 312.327.1200.