2025 FOX Technology and Risk Management Showcase

Overview

Wednesday, Sep 03, 2025 - 09:00am
Friday, Sep 05, 2025 - 05:00pm
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Non-Members please register using the button below:

REGISTER

 

Join us in Nashville, TN for the sixth annual FOX Technology Showcase! 

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

Region
Worldwide
Location
Hutton Hotel

Registration

Register
Address

1808 West End Avenue
Nashville, TN 37203
United States

Join us in Nashville, TN for the FOX Technology and Risk Management Showcase!

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

  • 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.  
  • Learn from leading experts within the risk management industry, and how areas of risk continue to evolve and integrate within the everyday life of wealth owners and the offices that serve them. 
  • Experience demonstrations from leading vendors focused on family offices and wealth management. 
  • Join peers in discussions and deep dive explorations of Technology and Risk Management challenges and solutions.

“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 Technology Selection Workshop on Tuesday, September 2, 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.

You will be able 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.  
  • Schedule one-on-one meetings with participating partners.
  • Network with peers and tech experts at sponsored dinners and group events.

Who Should Attend 

This public event is open to all FOX members, as well as non-members who are consumers or buy-side professionals of the family office technology and cyber & security solutions being presented during the Showcase.   

All organization types are allowed to attend including Family Offices, Family Wealth Owners, UHNW Wealth Management Firms, RIAs, MFOs, with the exception of competing organizations of the presenters.

Non-Members must be registered for the program 24 hours prior to the day of programming they would like to attend.  

All registrations are subject to approval by FOX. 

Pricing


 

Technology Showcase

 Members

 Non-Member
     
Regular Rate $0 $395
     
Technology Workshop    
     
Early Bird Rate (Through August 1) $1,295 $1,695
     
Regular Rate $1,495 $1,895

 

Tuesday, September 2
Optional: Technology Selection Workshop (additional fee required) 
For more information on the Technology Selection Workshop, visit us here.          
 

FOX Technology and Risk Management Showcase Agenda

Each day we will have a rotating schedule of dedicated exhibit time with appointment sessions and live technology demonstrations offered by our full roster of participating resource partners.

Join our partners for dinner: Our partners will be hosting dinners throughout Nashville on Wednesday, September 3, and Thursday, September 4. Sign up to join dinners will open in August, on a first-come, first-served basis.

  • Auria (Advyzon), 9/3 @ 6:30pm, Etch
  • Nines, 9/3 @ 6:30pm, Hall's Chophouse and 9/4 @ 7:15pm, Bourbon Steak
  • Arch, Deviate Consulting, SumIt, 9/3 @ 6:30pm, Henrietta Red
  • Eton Solutions,  9/4 @ 6:30pm, V Modern Italian
  • KnowLedger, 9/4 @ 6:45pm, Valentino's
 
6:30 pm Showcase Welcome Reception
 

Wednesday, September 3
   
7:45 am Breakfast, Registration and Exhibits Open
   
7:00 am - 7:45 am Fun Run
Join a local guide for a scenic jog through Nashville’s charming neighborhoods and notable landmarks. The run will begin and end in the lobby of the Hutton Hotel.
   
8:30 am 

Welcome to the Showcase

Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX
   
8:40 am 

Family Office Tech Implementations
Real life discussion with family offices who have gone through core technology implementations in the past year.

Jaimie Kostiuk, Vice President, Finance & Operations, Investment Group of Santa Barbara
Deanna Koehly, Chinquapin Trust Company
Joe Kauten, CFO, Chinquapin Trust Company
Moderator: Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX
   
9:20 am 

Break
   
9:25 am 

Concurrent Technology Demonstrations
Arch, Archway, Pinnacle Fund Services, Security Pursuit
   
10:05 am 

Break
   
10:15 am 

Concurrent Technology Demonstrations
FundCount, iCapital, leafplanner, Masttro
   
10:55 am 

Break
   
11:05 am 

Concurrent Technology Demonstrations
Auria, BILL, KnowLedger, Sage Intacct
   
11:45 am

Luncheon
   
12:25 pm

Welcome Back

Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX
   
12:30 pm

Navigating Innovation with AI in Family Office
Discover the crucial needs around privacy and risk as AI becomes imbedded in the Family Offices of Tomorrow.

Bryan Rhody, Partner, Advisory, Technology Solutions Group, BPM
Bill Rouse, Director, Advisory, Technology Solutions Group, Family Office Industry Specialist, BPM
Angela Thomas, Sr. Manager, Advisory, Technology Solutions Group & Sage Intacct Practice Leader, BPM
   
1:00 pm

Activity Session: Breathing and Stretching Class - 15 Min
This beginner friendly class incorporates gentle movement and intentional breathing.
   
1:15 pm

Speed Networking - Vendor Meeting Sessions
   
2:15 pm

Break
   
2:25 pm 

Concurrent Technology Demonstrations
Deviate Consulting, Nines, Risclarity, WealthHub
   
3:05 pm

Break
   
3:15 pm 

Concurrent Technology Demonstrations
Armanino, Asset Vantage, SumIt
   
3:55 pm

Break
   
4:05 pm 

Concurrent Technology Demonstrations
Arch, EntityKeeper, Eton Solutions, Fi-Tek
   
4:45 pm 

Exhibit Time
   
5:00 pm 

Day 1 Programming Concludes
   

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

  • Auria (Advyzon), 9/3 @ 6:30pm, Etch
  • Nines, 9/3 @ 6:30pm, Hall's Chophouse
  • Arch, Deviate Consulting, SumIt, 9/3 @ 6:30pm, Henrietta Red
   

Thursday, September 4
   
7:00 am - 7:45 am Fun Run
Join a local guide for a scenic jog through Nashville’s charming neighborhoods and notable landmarks. The run will begin and end in the lobby of the Hutton Hotel.
   
7:45 am Breakfast, Registration and Exhibits Open
   
8:30 am 

Welcome Back

Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX
   
8:40 am 

Avoid Failed Implementations Through Change Management
Learn the truth about most failed implementations and how to prepare your team to successfully manage the process.

Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX
   
9:20 am 

Break
   
9:25 am 

Concurrent Technology Demonstrations
Asset Vantage, Eton Solutions, Nines, SumIt
   
10:05 am 

Break
   
10:15 am 

Concurrent Technology Demonstrations
EntityKeeper, FundCount, Security Pursuit
   
10:55 am 

Break
   
11:05 am 

Concurrent Technology Demonstrations
Archway, Deviate Consulting, leafplanner, Sage Intacct
   
11:45 am

Luncheon
   
12:25 pm

Welcome Back

Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX
   
12:30 pm

Different Points of View from Tech Selection Consulting
Learn why finding the right partner is a game changer when it comes to tech selection.

Chris Dickson, National Senior Manager, Family Office Enterprise Advisory, RSM
John B. Stewart, Partner & Co-Lead of Family Office Industry, Armanino
Erin Hulse, Founder & CEO, Deviate Consulting
   
1:00 pm

Activity Session: Boot, Scoot, and Boogie Mini Yoga Class - 15 Min
This class is sure to make you feel Nostalgic for 90’s Country Music. Have fun and move your body and flow to the songs you grew up with!
   
1:15 pm

Speed Networking - Vendor Meeting Sessions
   
2:15 pm

Break
   
2:25 pm 

Concurrent Technology Demonstrations
BILL, Fi-Tek
   
3:05 pm

Break
   
3:15 pm 

Concurrent Technology Demonstrations
Armanino, Auria, Pinnacle Fund Services
   
3:55 pm

Break
   
4:05 pm 

Concurrent Technology Demonstrations
iCapital, K1x, Masttro
   
4:45 pm 

Exhibit Time
   
5:00 pm 

Reception
   
6:30 pm 

Day 2 Programming Concludes
   

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

  • Eton Solutions,  9/4 @ 6:30pm, V Modern Italian
  • KnowLedger, 9/4 @ 6:45pm, Valentino's
  • Nines, 9/4 @ 7:15pm, Bourbon Steak

Friday, September 5
   
7:45 am Breakfast, Registration and Exhibits Open
   
8:30 am 

Welcome Back

Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX
   
8:40 am 

Find Out About the Newest AI Features Within Family Office Platforms
With the sprint to include AI in all systems, hear from three providers about their already existing AI aspects of their environments.

Robert (Rob) Mallernee, CEO, Eton Solutions
Kathy Kang, Product Manager, SumIt Software
Dan Kutner, Head of Sales, North America, Masttro
   
9:20 am 

Break
   
9:25 am 

Concurrent Technology Demonstrations
K1x
   
10:05 am 

Break
   
10:15 am 

Concurrent Technology Demonstrations
Archway, WealthHub
   
10:55 am 

Break
   
11:05 am 

Concurrent Technology Demonstrations
KnowLedger, Risclarity
   
11:45 am

Closing Remarks

Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX
   
12:00 pm

Showcase Concludes
Hutton Hotel Reservations: We kindly ask that you contact the hotel directly at 1-615-340-9333 to book your room reservation. 

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 

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.  

What is the dress code?
Casual attire is recommended.

Thank you to our 2025 FOX Technology & Risk Management Partners and Sponsors!

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

 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 >
Armanino 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 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 >
Auria 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 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 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 >
EntityKeeper EntityKeeper is the only solution built for family offices that combines powerful entity management software... Learn More >
eton solutions logo 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 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 >
FundCount 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 >
iCapital iCapital is a global leader, shaping the future of global investing for financial advisors, family offices, wealth managers, asset managers, and other industry participants. iCapital offers a diverse and complete range of non-traditional investment products on iCapital Marketplace... Learn More >
k1x A Fast Company Most Innovative Companies 2025 honoree, K1x is building the intelligent tax infrastructure for the private markets. Our patented, AI-powered SaaS platform automates the extraction and distribution of tax data from complex documents like Schedule K-1s and 1099s—delivering not just tax compliance... Learn More >
KnowLedger 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 >
leafplanner logo 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
 Masttro logo 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 logo 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 >
 Pinnacle Fund Services logo Pinnacle Fund Services provides customized portfolio and investor performance across multiple investment structures including full outsourcing of back-office functionality... Learn More
Risclarity logo Drawing upon our decades of combined experience in family wealth accounting and consolidated performance reporting, we partner with our clients to develop personalized solutions to address potential gaps or limitations in existing reporting systems... Learn More
RSM Logo

RSM empowers family offices with trusted advisors and scalable solutions—built for complexity, guided by legacy, and designed to thrive across generations... 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
Security Pursuit logo Founded in Denver, CO in 2011, Security Pursuit provides cybersecurity services that help organizations protect their business-critical information systems and data. We help secure the networks, websites, and operations of private businesses, wealth managers, retailers, banks and credit unions, airports, healthcare providers, energy suppliers, and state and local governments internationally... 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 >
WealthHub 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 >
Family Office Tech Implementations | 2025 FOX Technology and Risk Management Showcase
Publish Date

Real life discussion with family offices who have gone through core technology implementations in the past year. Jaimie Kostiuk, Vice President, Finance & Operations, Investment Group of Santa Barbara Deanna Koehly, Chinquapin Trust Company Joe Kauten, CFO, Chinquapin Trust Company Moderator: Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX

Navigating Innovation with AI in Family Office | 2025 FOX Technology and Risk Management Showcase
Publish Date

Discover the crucial needs around privacy and risk as AI becomes imbedded in the Family Offices of Tomorrow. Bryan Rhody, Partner, Advisory, Technology Solutions Group, BPM Bill Rouse, Director, Advisory, Technology Solutions Group, Family Office Industry Specialist, BPM Angela Thomas, Sr. Manager, Advisory, Technology Solutions Group & Sage Intacct Practice Leader, BPM