2025 FOX Family Office & Wealth Advisor Forum

Overview

Monday, Jul 14, 2025 - 10:00am

Wednesday, Jul 16, 2025 - 03:00pm

If you would like to:

register with an event credit
register another member of your organization
or are having trouble registering

please contact us at events@familyoffice.com

Region

Worldwide

Location

Chicago, IL

Recommended For

Registration for this event is for family office and advisor members of FOX. Family members interested in the operational elements of the family office are welcomed. Please note qualified non-member prospects may attend this event.

Address

Swissotel Chicago
323 East Upper Wacker Drive
Chicago, IL 60601
United States

About

FOX’s Family Office & Wealth Advisor Forum will bring together family office executives and advisors in the UHNW industry to discuss the most critical challenges and opportunities impacting professionals in family offices and wealth advisory firms, and the families they serve. From operational themes such as insurance, governance, or tax and estate planning, to navigating talent and transition challenges, attendees will walk away with tangible ideas for enhancing your work. For a portion of this forum, two tracks will be created: one which focuses on family office executive related content and one focused on advisor member firms programming. FOX’s Family Office & Wealth Advisor Forum tends to be FOX’s most technical of the three FOX Forum’s and is built for the practitioners.

“Highly timely topics and excellent speakers discussing how to be better professionals in supporting our families, clients, and teams.” – Previous Forum Attendee

Who Should Attend

Registration for this event is for family office and advisor members of FOX. Family members interested in the operational elements of the family office are welcomed.

Please note qualified non-member prospects may attend this event. Please contact FOX for more information. 

Registering for the Program

Please note that FOX Member forum credits or a registration fee are required to attend in-person or virtually. Additional discounts are available for multiple members of your family or firm to attend in-person.

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

Pricing

	FOX Members (Accepts Credits)	Non-Member

Individual Attendees	$3,650	$4,550

Multiple attendees from the same organization	$3,300	$4,100

Agenda

Monday, July 14

12:00 pm - 1:00 pm	Welcome Luncheon

12:15 pm - 12:45 pm	Lunch Technology and Risk Management Demonstrations Join our participating technology providers for demonstrations and presentations of their products and services.

1:00 pm - 1:15 pm	Welcome to the Family Office and Wealth Advisor Forum Scott Muench, Chief Membership Officer, FOX Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX

1:15 pm - 2:15 pm	Leading Through Change In today's increasingly complex global economy, family offices face unprecedented challenges that create emotional and psychological stress for both families and their advisors. This interactive session equips family office leaders and advisors with essential skills to navigate these pressures while providing more effective leadership, facilitation, and coaching support to the families they serve. Jeff Strese, Family Learning & Leadership Consultant, FOX

2:15 pm - 2:45 pm	Networking Break

2:45 pm - 3:45 pm	Investment Migration Trends & Offshore Investments With rising geo-political uncertainty and conflict, Basil Mohr-Elzeki will be discussing how Americans are diversifying with portfolios of alternative residencies and citizenships by investing in different jurisdictions – including key considerations when advising families navigate through this topic. Basil will be also sharing wealth migration trends and statistics outlining popular areas chosen by the affluent. Basil Mohr-Elzeki, Managing Partner, Henley & Partners Hans Juerg Raez, Executive Director, Vontobel

3:45 pm - 4:45 pm	Talent Strategies for the Future: Balancing People and Performance Attracting and retaining top talent has become more complex than ever, with shifting expectations around workplace flexibility, compensation, and benefits. This session will explore how family offices and wealth advisors can design talent strategies that balance in-office collaboration with remote work flexibility, address competitive compensation structures, and provide meaningful benefits that align with long-term goals. Additionally, we’ll highlight key vendors and partners who have successfully supported the implementation of these strategies. Sam Frank, Vice President, Executive Search, Harvey Hohauser & Associates Mishu Din, Director of Research, Insights & Knowledge, FOX

4:45 pm - 5:00 pm	Day 1 Closing Remarks Scott Muench, Chief Membership Officer, FOX Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX

5:00 pm - 6:30 pm	Cocktail Reception Forum Reception Sponsored by Berry Dunn

6:30 pm	Day 1 Programming Concludes

7:00 pm	Pocket Dinners

Tuesday, July 15

8:00 am - 9:00 am	Breakfast Discuss important topics within the family office industry over breakfast with peers. Meet with FOX’s executive team to talk about relevant timely topics, membership benefits, and any pressing inquiries you would like to address.

8:15 am - 8:45 am	Breakfast Technology and Risk Management Demonstrations Join our participating technology providers for demonstrative presentations highlighting their products and services.

9:00 am - 9:30 am	Emergence of Mega Trends in our Industry The presence of mega trends in our industry illustrates how the UHNW family's perspective on their wealth, time and needs have dramatically shifted. We will share these fundamental changes and why mega trends matter in our industry. David Toth, President, Membership, FOX

9:30 am - 10:30 am	Protecting the Legacy of Family Offices and Family Businesses in Today’s Legislative Environment Join FOX for an exclusive and insightful discussion regarding important insights and provide valuable information about how the expiration of TCJA, and other tax and economic legislation changes, could affect you, and your enterprise. Also learn the results of the annual 2025 Family Enterprise USA Annual family business survey. Pat Soldano, President, Family Enterprise USA and Policy and Taxation Group John Gugliada, Director of Family Engagement Family Enterprise USA, Policy and Taxation Group Russ Sullivan, Shareholder, Brownstein

10:30 am - 11:00 am	Networking Break

11:00 am - 12:00 pm	Optimizing Technology: Best Practices for Selection, Implementation, and Outsourcing This session will explore best practices for navigating the technology selection process, including how to leverage RFPs (Requests for Proposals) to make informed decisions and streamline outsourcing preparation. Learn about leading platforms, tools, and solutions that can enhance performance, improve reporting, and support strategic goals. Join us for practical insights, real-world examples, and expert guidance on how to approach technology adoption and outsourcing for maximum impact. Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX Erin Hulse, Founder and CEO, Deviate Consulting Lindy Antonelli, Partner, Armanino Laurie Mosebrook, Principal - Management Consulting, RSM

12:00 pm - 1:00 pm	Luncheon

12:15 pm - 12:45 pm	Lunch Technology and Risk Management Demonstrations Join our participating technology providers for demonstrations and presentations of their products and services.

1:00 pm - 2:15 pm	Tax, Trust, and Estate Planning Update: Strategies for Multigenerational Wealth Preservation Staying ahead of evolving tax laws and estate planning strategies is essential for preserving family wealth across generations. This session will provide the latest updates on tax regulations, trust structures, and estate planning considerations that impact family offices and wealth advisors. Experts will share insights on how recent legislative changes may influence planning strategies, along with best practices for optimizing tax efficiency, ensuring asset protection, and facilitating smooth generational transitions. Barbara Grayson, Partner, Private Wealth, Willkie, Farr & Gallagher, LLP Kim Kamin, Chief Wealth Strategist, Gresham Partners, LLC

2:15 pm - 2:30 pm	Networking Break

2:30 pm - 4:00 pm	Family Office and Advisor Peer Dialogues (two tracks) Track 1: Advisor Strategy and the Future of Advisor Cohorts (Open to Advisors, Specialists, and Multi-Family Offices) Introducing FOX advisor cohorts, coming soon. This session will examine emerging models for advisor teams and what the future holds for specialists and multi-family offices. Peter Moustakerski, CEO, FOX Mindy Kalinowski Earley, Chief Learning Officer, FOX Allison Lawshe, Senior Manager, Learning Center, FOX Track 2: Family Office Cohorts (Open to Families and Single Family Office Executives) Connect with purpose. Grow with insight. Connect with families at a similar stage in their journey. FOX Cohorts provide a peer set to foster relationships and where discussions center around the themes most relevant to you. Early-Stage Business Families Primarily composed of family business founders and first generation (G1) members, this cohort focuses on growing and managing the operating business, and there may or may not be a formalized family office. The next steps of the family’s journey are centered around the needs and trajectory of the family business. Heather Abramson, Managing Director, Core Membership, FOX Emma Gross, Relationship Manager, FOX Multi-Gen Business Families Designed for business owners who are beginning to look beyond the operating company. Members may be considering retirement, a business sale, or planning their next career and life stage. They often have an emphasis on preparing their family for a multigenerational journey. David Toth, President, Membership, FOX Callie Kim, International Relationship Manager, FOX Newly Liquid Families Intended for G1 families and business founders who are planning for or recently experienced a significant liquidity event, e.g., sale of their legacy business, members may be exploring direct investment opportunities, creation of a family office, and education of G2. Tim Duffy, General Counsel, FOX Emerging Enterprise Families Geared toward families recognizing the distinction between the family journey and that of the enterprise while understanding the success of both is essential. Discussions extend beyond the operating business(es) to aspects such as the family office or family foundation, real estate such as shared vacation property(ies), rising gen education, and spousal integration. Jacob Mattox, Relationship Manager, FOX Jeff Strese, Family Learning & Leadership Consultant, FOX Established Enterprise Families Tailored for families with complex, multigenerational, and sometime global, enterprises involving multiple entities, owners, and decision-makers. With a formal governance structures often in place, priorities expand to include family well-being, communication, education, and shared experiences. Sara Hamilton, Founder, FOX Elizabeth Whitlow, Senior Relationship Manager, FOX Financial Families Designed for families who have transitioned away from owning and actively investing in operating businesses. With multiple households often supported by a dedicated family office, family members collaborate on shared initiatives. Focus is typically on wealth preservation and growth and beneficiary education. Scott Muench, Chief Membership Officer, FOX Chris Herbert, Senior Relationship Manager, FOX

4:00 pm - 4:15 pm	Networking Break

4:15 pm - 5:15 pm	Securing the Future: Succession Planning Strategies for Family Offices and Advisory Firms This session will explore tailored strategies for successful leadership transitions within family offices, addressing unique challenges such as preserving family values, maintaining operational continuity, and preparing the next generation for stewardship. Additionally, we’ll examine business-to-business succession considerations, including mergers, acquisitions, and strategic partnerships that can support continuity and growth. Dawn Mari La Monica, Family Office Advisor & Executive Coach, Dawnmari.co

5:15 pm - 5:30 pm	Day 2 Closing Remarks David Toth, President of Membership, FOX

5:30 pm - 7:30 pm	Forum Reception and Specialized Advisor Showcase - Eleve (42nd Floor) This reception, highlighting FOX Specialized Advisors, offers family office executives a distinctive opportunity to engage advisors with specialties tailored to the family office industry and not often featured at larger forums or events. Guests will have the opportunity to connect with each advisor while enjoying cocktails and appetizers. This relaxed environment encourages meaningful conversations that can result in valuable insights and knowledge sharing about unique segments within the family office market.

7:30 pm	Day 2 Concludes

Wednesday, July 16

8:30 am - 9:30 am	Breakfast Discuss important topics within the family office industry over breakfast with peers. Meet with FOX’s executive team to talk about relevant timely topics, membership benefits, and any pressing inquiries you would like to address.

8:45 am - 9:15 am	Breakfast Technology and Risk Management Demonstrations Join our participating technology providers for demonstrative presentations highlighting their products and services.

9:30 am - 10:30 am	Navigating Today’s Insurance and Risk Landscape: What Family Offices Need to Know With rising complexity in global risks and shifting insurance markets, family offices face increasing challenges in safeguarding their assets and operations. Gain timely insights into emerging exposures, evolving coverage trends, and strategic approaches to risk management. Lynn Killeen, Senior Vice President, HUB International Brian Bazan, Vice President, Complex Risk, HUB Private Client Frank DiGrande, Chief Claims Officer, HUB Private Client Todd Peterson, Vice President, Head of HUB Private Client Canada

10:30 am - 10:45 am	Networking Break

10:45 am - 11:45 am	Mid-Year Market & Investment Review: What Family Offices Need to Know to Navigate the Remainder of 2025 With volatility resurfacing in April and policy dynamics continuing to evolve, the second half of the year is shaping up to be eventful. We will revisit our 2025 themes: Fragility, Durability, and the Age of Alpha through the lens of current market conditions and explore what we believe matters most to Family Office investors in the second act of the year. Bradford Long, Partner, Chief Investment Officer, Fiducient Advisors Adam Newell, Partner, Senior Wealth Consultant to Private Clients & Family Offices Fiducient Advisors

11:45 am - 12:00 pm	Closing Remarks Peter Moustakerski, CEO, FOX

12:00 pm	Forum Concludes

Speaker(s)

Speakers

Peter Moustakerski
CEO, FOX

Peter Moustakerski is CEO of Family Office Exchange (FOX), the premier resource for families managing private enterprises and family wealth across generations. For over 30 years, FOX has been recognized as the industry’s most exclusive, innovative, and influential community for peer networking and learning, and has provided independent insights, expert guidance, and practical solutions to complex problems related to family transitions and family wealth.

Peter has spent more than 25 years as a C-level strategist and executive across a variety of industries, including wealth management, capital markets, and technology. He is a former family office executive and FOX member, management consultant, and entrepreneur. He has served as a strategy, innovation, and growth leader for a number of private and public companies and founded two start-ups in New York City and China.

Prior to joining FOX, Peter served as Chief Operating Officer of the family office of the founder of Bridgewater Associates, where he worked closely with the principal family members to envision and oversee the redesign of the family office strategy and day-to-day operations to better serve the evolving needs of the family. Before that, Peter was a management consultant at Booz Allen Hamilton, advising many of the world’s top C-suite leaders, and a strategy executive at UBS, leading all growth and transformation initiatives for the bank’s wealth management organization.

Most recently, Peter was Chief Strategy Officer of News America Marketing, a former News Corp. subsidiary, where he built and led the Corporate Strategy and M&A function and led the company’s successful carve-out and sale to a private equity sponsor. In addition, for more than 20 years, Peter has been a contributing writer and researcher with The Economist Intelligence Unit (EIU), and has led many qualitative and quantitative research projects, and written a number of influential white papers for the EIU, NBER, and other research institutions and media publications.

Peter holds an MBA from Columbia Business School and a BS in Computer Science and Engineering from Zhejiang University in China, and is proficient in Mandarin, Russian, and Bulgarian.

Areas of Expertise: Enterprise Strategy, Strategy-to-Execution Best Practices, Digital Transformation

Scott Muench
Managing Director of Membership, FOX

Scott Muench is the Managing Director of Membership at Family Office Exchange (FOX). In his role, Scott leads all aspects of the Financial Family market at FOX, defined as those families who no longer own an operating company and family office executives serving these families. In addition, Scott is also responsible for leading, coaching, and managing our Relationship Management team and overseeing the overall member experience.

Scott has over twenty-five years as an institutional and ultra-high net worth investment professional, including working at SEI Investments as head of the Defined Contribution national market, working with plan sponsors on target-date fund and core investment strategy implementation. This experience working with investment committees and professionals enhanced a strong background in asset allocation, capital markets, and strategic and tactical instruments. Scott also worked at Northern Trust Asset Management as a managing director for the eastern region of the United States, working with large complex corporate institutions and asset owners, including foundations, endowments, pension plans, and ultra-high-net-worth families. Scott's experience at Northern Trust also includes the Global Family and Private Investment Office Group. He led a team of investment relationship managers working with families, family offices, and investment consultants to implement strategies to meet personal financial goals. In addition, Scott managed the team working with 400+ family offices to achieve tax efficiency and superior risk-adjusted returns.

Scott received his Bachelor of Science degree in Finance from Northern Illinois University. He earned his Master's in Business Administration with concentrations in finance and accounting from DePaul's Kellstadt Graduate School of Business.

Accommodations

Swissotel Chicago
323 East Upper Wacker Drive
Chicago, IL 60601

Click to book: Swissotel Chicago - 2025 FOX Family Office & Wealth Advisor Forum

FOX has reserved a limited number of rooms at the Swissotel. Rate information and booking procedures to come soon.

Emerging Leaders Program

The Emerging Leaders program will be hosted by Jeff Strese, Family Learning & Leadership Consultant, and include peer dialogue, qualitative skills development for advisors and FO leaders and opportunities for networking and discussions between peers, followed by the Family Office and Wealth Advisor Forum.

Family Office and Advisor FOX Members that register for the in-person program may bring one additional complimentary attendee from their firm or family office to the Forum that fits the following criteria:

Less than five years in the family office/private wealth management space.
Less than five years at your office.

To participate in this program, both the sponsoring registrant and emerging leader must be registered by July 9.

For information on how to participate, please contact your relationship manager.

This program is exclusively for FOX members.

Emerging Leaders Program Agenda

Sunday, July 13
7:00 pm	Emerging Leaders Dinner Exclusively for participants in the FOX Emerging Leaders Program Frontera Grill (445 N Clark St, Chicago, IL 60654)

Monday, July 14
8:30 am - 9:00 am	Breakfast

9:00 am - 9:30 am	Introductions Mindy Kalinowski Earley, Chief Learning Officer, FOX Jeff Strese, Family Learning & Leadership Consultant, FOX

9:30 am - 10:30 am	Overview and Career Development Strategies Career development session focused on qualitative core competencies to prepare for advancement and increased responsibilities. Jeff Strese, Family Learning & Leadership Consultant, FOX Allison Lawshe, Senior Manager, Learning Center, FOX

10:30 am - 10:45 am	Break

10:45 am 11:15 am	How to Leverage FOX Resources and Network Overview of programs and resources for career enhancement and professional networking. Mindy Kalinowski Earley, Chief Learning Officer, FOX

11:15 am 12:00 pm	Career Mapping Exercise Tactical planning exercise to generate near- to mid-term goals for career development. Jacob Mattox, Relationship Manager, FOX Jeff Strese, Family Learning & Leadership Consultant, FOX

12:00 pm	Family Office and Wealth Advisor Forum Begins

Partners & Sponsors

Thank you to our 2025 FOX Family Office and Wealth Advisor Forum Partners and Sponsors!

Executive Partners

	BerryDunn’s Family Office services team has the expertise needed to help your family office navigate accounting, tax, and business issues. Based out of our Boston office, we provide a full suite of services, including outsourced accounting; CFO, controller, and back office services; tax planning... Learn More >
	RSM empowers family offices with trusted advisors and scalable solutions—built for complexity, guided by legacy, and designed to thrive across generations... Learn More >

Resource Partners

	ARCH is the digital admin for private investments, delivering the missing infrastructure for managing and understanding private market investments. ARCH consolidates data from the various web portals, collects K-1s, and tracks performance, cash flows, and metrics across investments, while digitally updating existing reporting and accounting systems... Learn More >
	Archway delivers technology and outsourced services that connect and power the accounting, investment management, and reporting functions of family offices and family office divisions of financial intermediaries. Archway's offering is designed to streamline family office operations and deliver advanced financial reporting for ultra-high-net-worth families... Learn More >
	As a top 25 accounting and consulting firm in the nation, Armanino specializes in providing tailored solutions for Family Offices and their portfolio companies. With deep industry expertise, we serve as trusted strategic partners, offering a comprehensive range of services designed to meet the unique needs of Family Offices... Learn More >
	Asset Vantage, a UNIDEL company, is headquartered in the United States with offices in India and Singapore. AV PRO serves the needs of over 340 global families and has been built from the ground up to simplify wealth management and accounting for the modern family office... Learn More >
	Built on Advyzon's proven technology foundation, and elevated with enhanced features and an elegant interface, Auria unifies complex data and sophisticated capabilities in a platform designed specifically for ultra-high-net-worth family offices. By providing a single source of truth for all family wealth data, Auria eliminates fragmentation, simplifying management... Learn More >
	BILL (NYSE: BILL) is a leading financial operations platform for small and midsize businesses (SMBs). As a champion of SMBs, we are automating the future of finance so businesses can thrive. Our integrated platform helps businesses to more efficiently control their payables, receivables and spend and expense management. Hundreds of thousands of businesses... Learn More >
	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 >
	Eton Solutions is a software and services company founded to handle the complexities of servicing ultra-high-net-worth families. Created by family office leaders, Eton Solutions’ flagship product is AtlasFive, an integrated platform with over $425 billion in assets under administration that holistically aggregates and manages all your office’s data, reporting, and workflow processes. With one source of truth, Eton Solutions leads... Learn More >
	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 >
	Founded in 1999 and headquartered in Barbados from 2022, with subsidiaries in Canada, Signapore, UAE, USA and offices in Boston, Toronto, Singapore, and Dubai, FundCount provides fully integrated accounting, general ledger, partnership and investment analysis software... Learn More >
	Global Guardian protects and delivers employees and families from political, environmental, and bad actor threats around the world. We provide clients access to a 24/7 Global Operations Center, staffed with highly skilled former military, special forces, federal agency and law enforcement professionals... Learn More
	KnowLedger is a middleware SaaS solution that provides automation of the Investment Book of Records (portfolio accounting and investment reporting solutions) into the Accounting Book of Records (ERP/GL solutions)... Learn More >
	Masttro is the world’s leading wealth tech solution for visualizing total net worth. Specializing in alternative assets, built from the ground up for multi-currency and secured with world-class cybersecurity architecture, Masttro is the all-in-one solution to building a 100% view of wealth... Learn More >
	Nines is the modern household management platform built to help discerning families and family offices manage properties, people and projects all in one place. Nines is backed by VCP Ventures (Marc Lore and Alex Rodriguez) and advised by Marta Perrone, and was named the winner of the... Learn More >
	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
	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 >
	WealthHub Solutions is a leading provider of CRM solutions for Family Offices, Trust Companies, and other Ultra-high Net Worth Fiduciaries. In addition to providing the ideal operating platform for Family Office administration, we pride ourselves on the level of customer service and ongoing support we provide to our clients, helping position WealthHub as a strategic partner... Learn More >

Media Partner

Crain Currency is the premier digital news hub tailored for individuals overseeing family wealth and legacy. Launched by Crain Communications Inc. in 2022, it provides industry news and peer-to-peer insights to help family offices address their unique challenges. We focus on connecting like-minded individuals and creating networking opportunities... Learn More >

Are you interested in sponsoring the 2025 FOX Family Office and Wealth Advisor Forum? If so, send an email to info@familyoffice.com.

Specialist Advisor Showcase

More information to come on the companies participating in the Specialist Advisor Showcase

FAQs

General Questions: 

How will I select my sessions if I register before the whole agenda is announced?

The FOX events team will reach out to you when the full agenda is announced to select your family seminars (if applicable), breakout sessions, peer dialogues and social events.

Will you offer CPE Credits?

Yes. CPE credits can be earned for all eligible sessions, in-person.

I'm interested in learning more about sponsorship for this event, who do I contact?

Please contact Marc Gaydos, Regional Director, Member Development at mgaydos@familyoffice.com or 973.722.9446.

What is your refund policy?

To ensure the most flexibility for our members and guests, refunds of forum credits or registration fees will be granted up until we distribute access to the program app and portal on Friday, July 11, so long as we are notified in writing at events@familyoffice.com. 

What is the dress code?

Business casual attire is recommended.

How do I book a guest room at the Hotel?

To book a guest room at the Swissotel Chicago, visit the booking link that will be posted in January.

Attending the Forum and using the Forum App and Portal:

Where is the Forum portal/app and how do I access it?

Information on accessing the portal will be emailed to you directly prior to the event. For access assistance please email events@familyoffice.com. You must be registered to access the event.

How do I log in?

To log in, you will need the email address you used to register. Once you enter your first name, last name, and email address on the login screen, you will be sent a verification code to your email address. Once you enter your verification code, you will have access.

Please note: once you have entered your email address, it can take up to 10 minutes to receive your verification code. If you need assistance, please reach out to us at events@familyoffice.com.

Which technologies are you using?

CVENT/ Attendee Hub will provide our Forum portal.
Mentimeter will be used for in-session polling.

What device should I use?

Some employers prevent access to external conference platforms from corporate VPN accounts. You may find it easiest to use a personal device to access this event.

What do I do now that I’ve logged in?

We recommend:

Completing your profile and un-hide yourself.
Reviewing the “attendee” section and requesting to connect with other attendees.
Taking some time to become familiar with the portal, and the “All Sessions” page, where you will access the agenda.

Do I have to log in every time I visit the event?

If you do not close your browser windows or log out of the Forum, you will not need to log in again. Otherwise, you will need to log in again.

What is the time zone?

All published times are in U.S. Central time.

How can I change my visibility setting from hidden to visible or vice versa?

Navigate to “edit your profile,” where you can change your visibility.

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