2024 FOX Technology Showcase - In Person Only

Overview

Tuesday, Sep 10, 2024 - 09:00am
Thursday, Sep 12, 2024 - 12:00pm
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Join us in New Orleans, LA for the fifth annual FOX Technology Showcase, being held in person for the first time! 

FREE for FOX Members – no event credits or registration fees required to attend the Technology Showcase!

Region
Location
New Orleans, LA
    • Hear from tech leaders and visionaries in the family office industry as technology continues to evolve at an unprecedented pace. Connectivity, integration, and next-generation computing are driving changes those involved with family office operations and technologies need to know.  
    • Experience demonstrations from leading vendors focused on family offices and wealth management. 
    • Join peers in discussions and deep dive explorations of tech solutions and challenges.

    “Great opportunity to network and get a pulse of what is in the market and related technology trends.” – Past attendee 

    We are hosting an optional, inaugural Technology Selection Workshop on Monday, September 9, one day prior to the Showcase at the same venue. This one-day workshop will be led by Family Office Exchange’s Kent Lawson, CTO, Consultant, and Subject Matter Expert on Family Office Technologies. To learn more about the workshop, visit us here


    See demonstrations and meet with leading vendors in the Family Office Space: New partners are being added weekly!

    ACCOUNTING:

    COMBINED INVESTMENT & ACCOUNTING:

    CONSULTING:

    DATA MANAGEMENT & WORKFLOW:

    INVESTMENTS:

    PHILANTHROPY:

    PLANNING & EDUCATION:

    RELATIONSHIP & CLIENT MANAGEMENT:

    About the Technology Showcase

    Attendees will have the opportunity to:  

    • Connect with peers and sponsors regarding solutions, including software and production, outsource and consulting services, and data providers that optimize general ledgers, investment/portfolio accounting, CRM, client portals, and other issues relevant to wealth owners and family offices.   
    • Learn how technology will evolve and integrate within the family office space.  
    • Experience live product and service demonstrations by participating providers.  
    • Network with peers and tech experts at sponsored dinners and group events.

    Who Should Attend

    • This event is open to all FOX members as a benefit of your membership when registered prior to Friday, August 16, the early bird deadline. After this date, registration fees will apply. Advance registration is required to participate. Onsite registration will NOT be accepted.
    • Non-member consumers or buy-side professionals of the technologies presented are welcome to attend.  
      • The non-member organization types include family offices, UHNW family members, UHNW wealth management firms, registered investment advisors, multi-family offices, and similar organizations. 
      • Non-members must register for the program by Wednesday, September 4. 

    Registrations are subject to approval by FOX. 

    If you are having trouble registering, contact us at events@familyoffice.com  
     

    Pricing

    NOTE: Members can use credits to register for the $800 fee by emailing us at events@familyoffice.com
     

    Technology Showcase

     Members

    Non-Member
         
    Early Bird Rate (Through August 16) $0 $2,400
         
    Regular Rate $800 $3,200
         
         
         
    Technology Workshop    
         
    Early Bird Rate (Through August 16) $1,250 $1,600
         
    Regular Rate $1,450 $1,800

    Tuesday, September 10, 2024 - 9:00am to Thursday, September 12, 2024 - 12:00pm 

    Each day we will have a rotating schedule of thought leadership sessions presented by our Premier and Executive Resource Partners, dedicated exhibit time, and live technology demonstrations offered by our full roster of participating resource partners.

    Thought leadership including: 

    Eton SolutionsTransforming a Family Office to Reimagine the Value it Delivers 

    ZephyrIdentifying New Investment Opportunities and Diversifying Portfolios to Manage Risk

    Additional sessions to be presented by Fi-Tek Wealth Solutions, Ledgex, Sage Intacct, and SEI.

    Exhibits and demonstrations from:

    ARCH, Deviate Consulting, Eton Solutions, Fi-Tek Wealth Solutions, leafplanner, Ledgex, Masttro, Pinnacle Fund Services, Sage Intacct, SEI, SumIt, Summitas, TIFIN Give, and Zephyr.

    Join our partners for dinner:

    Our partners will be hosting dinners throughout New Orleans on Monday September 10. Sign up on-site to join dinners with our partners for dinner on a first-come, first-served basis:

    Our full agenda will be announced in August with our final list of participating partners and sponsors!

    (Are you interested in participating as a partner or sponsor in the showcase? Email klawson@familyoffice.com)

      

    Monday, September 9

    6:30 pm

    Welcome Reception at the NOPSI

       
    Tuesday, September 10
       
    8:00 am Breakfast, Registration and Exhibits Open
       
    9:00 am

    Welcome to the FOX Technology Showcase

    Followed by rotating demonstration sessions, exhibit hours and thought leadership sessions

       
    12:00 pm Luncheon
       
    1:00 pm Rotating demonstration sessions, exhibit hours and thought leadership sessions resume
       
    5:00 pm

    Program day concludes

    Join our partners this evening for dinner at assorted times. Sign up on-site at the Showcase for the partner you would like to join!

       
    Wednesday, September 11
     
    8:00 am Breakfast, Registration and Exhibits Open
       
    9:00 am Welcome to the second day of the Showcase
    Featured Keynote session 
    Followed by rotating demonstration sessions, exhibit hours and thought leadership sessions
       
    12:00 pm Luncheon
       
    1:00 pm Rotating demonstration sessions, exhibit hours and thought leadership sessions resume
       
    5:00 pm Program day concludes
       
    Evening  Offsite showcase dinner event
       
    Thursday, September 12
       
    8:00 am Breakfast, Registration and Exhibits Open
       
    9:00 am Welcome to the final day of the Showcase
    Followed by rotating demonstration sessions, exhibit hours and thought leadership sessions
       
    12:00 pm Showcase concludes 
       
    Stay tuned to this space as we post weekly updates!

             

    NOPSI Hotel
    317 Baronne St
    New Orleans, LA (map)

    The FOX Technology Showcase will take place at the NOPSI Hotel, less than a 5-minute walk from Bourbon Street and the French Quarter.

    FOX has reserved a limited number of rooms at the NOPSI Hotel, at a rate of $169 per night plus applicable taxes. To obtain this discounted rate, please contact the NOPSI Hotel directly at (504) 962-6500 and mention the Family Office Exchange. You may also book rooms online by clicking HERE.

    Showcase attendees are responsible for making their own accommodation arrangements. The cutoff date for hotel reservations at this special conference rate (subject to room availability) is August 19, 2024.

    FOX Technology Showcase Frequently Asked Questions:

    How many vendors will I have an opportunity to meet during the Showcase? 
    Please visit this page to view participating technology providers.  

    I would like to participate in the Showcase as a vendor or sponsor, who do I contact? 
    Please email Kent Lawson, Chief Technology Officer at klawson@familyoffice.com 

    Will CPE credits be offered at the Showcase? 
    CPE credits will only be available for attending the FOX Technology Selection Workshop held prior to the Showcase on Monday, September 9. Credits are not applicable for the Technology Showcase.

    When will the full agenda be announced? 
    The full Technology Showcase agenda will be available in August.  We will continue to announce participating technology providers as they join the Showcase, in advance of the final agenda. 

    What is your refund policy? 
    To provide flexibility to our members and guests, refunds of forum credits or registration fees will be granted up through the event, so long as you notify us of your cancellation via email at events@familyoffice.com.  

    Thank you to our 2024 FOX Technology Showcase Partners and Sponsors!

     

    Executive Partners

    Fi Tek

    Fi-Tek Wealth Solutions (formerly Rockit Solutions) is a technology-enabled family office service provider, specializing in complex, multi-generational single/multi-family offices, RIA’s and Trust Companies. Born out of the Rockefeller family office over twenty years ago as Rockit Solutions, our company was built to serve the unique needs of the most complex family offices... Learn More

     

    Sage Intacct logo Sage Intacct is used by thousands of organizations from startups to public companies to improve company performance and make finance more productive. As a best-in-class system, our cloud accounting software products and financial management solutions deliver deep accounting capabilities across multiple industries designed with a single aim—to accelerate your success... Learn More
    zephyr 300x300 Zephyr is a division of Informa PLC. Informa acquired several financial technologies over a period of years and invested money and resources to develop a comprehensive software solution for wealth advisors. It has earned several accolades from industry peers including being named the 2024 Best Analytics Platform by the FinTech Breakthrough Awards. Zephyr has a dedicated client success team based in Nashville that works with clients. They are available via phone and email. The company continues to update and enhance its Zephyr platform to meet the needs of today's clients and prepare for the future of the investment management industry. PSN, a leading database of separately managed account data and intelligence is also part of the Zephyr company. Nine of the top 10 plan sponsors use PSN to research and identify fund strategies that meet their unique clients’ needs...Learn More

    Classic Partners

    Arch is a New York based technology company that automates data aggregation and operations management for private (alternative) investments. Learn More
    Deviate Consulting logo Deviate Consulting is a professional services firm based in Indianapolis that provides a full suite of accounting and software consulting options for single and multi-family offices. Our software focus includes QuickBooks and multiple investment accounting, portfolio accounting and wealth management platforms prominent in the industry... Learn More
    leafplanner collects, organizes and connects the disparate parts of life in a unique leafplan to serve as a roadmap for a family. By identifying, aggregating, and communicating the intricacies of a family enterprise with family members and advisors, leafplanner enables families to apply a holistic perspective to their communication, decision-making, and education. In addition to identifying blind spots and educating family members and...Learn More
    Pinnacle Fund Services 2 Pinnacle Fund Services provides customized portfolio and investor performance across multiple investment structures including full outsourcing of back-office functionality. Learn More
    sumit logo

    SumIt is a software company based in New York City focused on redefining technology for family offices, starting with an accounting system that consolidates financials across entities with a couple clicks. Our mission is to empower family office staff to do more with less through a straightforward interface and robust functionalities. Learn More

    Summitas Platform® is our Software-as-a-Service (SaaS) system accessed through Web browsers and mobile applications. Our customers use Summitas to simplify operations, increase communication, and provide a safe way to organize, protect, and share information—all from one place. From the Digital Vault to collaboration tools, integration of financial information, and the ability to streamline workflows, a branded Summitas portal p...Learn More
    TIFIN Give Logo TIFIN Give empowers wealth enterprises to become an integral part of the charitable planning process through a streamlined, comprehensive digital experience. The platform supports various charitable structures, including donor advised funds and private foundations, to unlock opportunities and value for wealth enterprises and their clients. Learn More


     

    Are you interested in sponsoring the 2024 FOX Technology Showcase? If so, send an email to klawson@familyoffice.com