2018 FOX Family Security Workshop

Insights & Takeaways

Read a recap of key insights and takeaways taken from the sessions at this Workshop.

View Workshop Recap


With serious new challenges to the safety and security of prominent families arising each day, this seems like a good time to come together to hear from experts about the steps we need to take to protect our clients. The FOX Family Security Workshop, July 18-19 in Chicago, will offer insights into the precautions for physical, personal, and cyber security.

Like every FOX workshop, the education not only comes from the experts who are speaking but also from your peers—the other attendees—who will be learning with you and sharing their questions and experiences.


  • About
  • Agenda
  • Presenters
  • Accommodations

To give you a flavor of what will be covered, here are a few of the session titles:

  • Hacking Demystified
  • Protecting Your Family – The Importance of a Holistic Approach
  • Be a Better Partner: Strategies for Securing Your Communication with Trusted Advisors
  • Personal Security 101
  • A Hacker’s Guide to Physical Security
  • Cybersecurity: Policies and Practices for Every Family

Field of Study: Finance - Up to 7 CPE credits can be earned by attending this event. 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 regarding physical, personal, and digital security risks for ultra-high net worth families.

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 events@familyoffice.com 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 events@familyoffice.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.

2018 FOX Family Security Workshop Agenda
Wednesday, July 18
12:00 pm


Choose between a general networking luncheon or joining the FOX Technology Operations and Data Security Network for luncheon discussions.

1:00 pm

Workshop Opening Remarks

Presenter: Tony Gebely, Chief Technology and Integration Officer, Family Office Exchange

1:10 pm

Hacking Demystified

Presenter: Patrick Flanigan, CISSP, CEH, Manager, Plante Moran
Joe Oleksak, CISSP, CRISC, Partner, Plante Moran
Colin Taggart, CISSP, CISA, CPA, Senior Manager, Plante Moran

Organizations value and view security, risk and control differently. Some of these differences are related to risk and threat profiles impacting an organization based on factors such as industry, location, product/services, etc.
Some differences are related to management's view of commitment to security, and others on experience with prior cyber-incidents. In this interactive session we will illustrate the importance of committing to security through live, real-world examples of hacking, and by discussing controls that we often find missing during our penetration testing, which if implemented, can help you to better secure your organization.

2:45 pm Networking Break
3:10 pm

Protecting Your Family – The Importance of a Holistic Approach

Rob Gray
, Senior Director of Executive Security Programs and Operations, Cox Enterprises, Inc.
Eric Powell, Chief Security Officer, Bayshore Global Management LLC

As new social and geopolitical conflicts arise, threats to a family’s security and well-being change. This landscape has materially shifted over the last few years and, as a result, families need to be prepared to address a variety of personal, physical, and cyber risks. In this session, family security directors from two single family offices will share strategies they use to protect the interests of the global, multigenerational families who employ them. They’ll also lead the group in a risk assessment exercise and share the best practices and technologies used to mitigate risk.

4:50 pm Day 1 Closing Remarks
5:00 pm Workshop Reception
2018 FOX Family Security Workshop Agenda
Thursday, July 19
7:45 am Breakfast
8:30 am

Opening Remarks

Presenter: Tony Gebely, Chief Technology and Integration Officer, Family Office Exchange

8:40 am

Be a Better Partner:  Strategies for Securing Your Communication with Trusted Advisors

Presenter:  Steve W. Locke, CISSP, Director of Security Technology, Northern Trust

Financial institutions are critical partners of family offices. Security experts cite cyber threats as one of the top risks to financial markets. Financial institutions are continually challenged by the speed of technological change and the increasingly sophisticated nature of threats. Hear from a leading financial institution technology security expert about threats to the landscape, what they are doing to monitor and mitigate these risks and how a family office can implement security practices that will protect their financial assets and transactions.

9:30 am Networking Break
10:00 am

Peer Dialogues

In this interactive discussion, participants will break into small groups to discuss their questions about personal, physical and cyber security.

10:50 am

A Hacker's Guide to Physical Security

Presenter: Brent White, Sr. Security Consultant, Threat Services, NTT Security

Join Brent White as he discusses proven methods of bypassing popular physical security controls and employees, using only publicly available tools and social engineering. You'll hear war stories from assessments, and the frightening simplicity of gaining unauthorized physical access to many things from server rooms to Top Secret Ops rooms. These assessments will be broken down to discuss the various social engineering and physical security bypass methods and tools used, as well as remediation recommendations.

11:40 am

Personal Security 101

Rob Gray
, Senior Director of Executive Security Programs and Operations, Cox Enterprises, Inc.
Eric Powell, Chief Security Officer, Bayshore Global Management LLC

In a world where social media makes personal privacy a challenge, how can you keep your family safe? Just as you have a process for evaluating business and investment risks, the process for assessing personal security risks should help you identify areas of vulnerability and outline strategies for mitigating those risks. From travel safety to the bodyguard skill sets, this session will give you the information, tips and tools you need to make smart, practical decisions about personal security for you and your family.

12:30 pm

Luncheon Session - Cybersecurity: Policies and Practices for Every Family

Presenter: Cory R. Lunn, CISA, IT Assurance Manager, Wolf & Company, P.C.

With cyber breaches making headlines with increasing frequency and magnitude and as more and more family offices have become targets of cyberattacks, it is no surprise that concerns about cybersecurity keep family office executives awake at night. During this working lunch, you’ll learn how to have productive conversations with family members about this important topic, how to enhance your current practices, and what steps you can take to develop and maintain a strong cybersecurity program.

1:45 pm Closing Remarks and Adjournment


Patrick Flanigan, CISSP, CEH  
Manager, Plante Moran

Patrick Moran has more than five years of information security, control and IT audit experience in a number of industries, including family offices, financial institutions, healthcare, and payment card industry. His experience includes: IT security audits, attack & penetration assessments, vulnerability assessments, social engineering assessments, wireless security, cybersecurity, and mobile device security reviews. Additionally, Mr. Moran has worked on evaluating and documenting internal controls which include testing and reporting on the IT processes and testing the design and effectiveness of IT security related controls.

Mr. Moran holds the Certified Ethical Hacker (CEHv9) certification, and he is currently a member of the Information Systems Security Association (ISSA).

Rob Gray
Senior Director of Executive Security Programs and Operations, Cox Enterprises, Inc.

Rob Gray is the Senior Director of Executive Security Programs and Operations for Cox Enterprises which includes management of the protection of the Cox Family Office and business executives worldwide. Responsibilities include executive protection, protective intelligence, physical security & operations, investigations, risk mitigation, enterprise business continuity programs and disaster recovery.

Previously, Mr. Gray was the Director of Global Security for Novelis Inc. Duties included managerial oversight for global physical security, executive protection, business intelligence and threat assessment and crisis management. This role included the creation and formation of the international security department. Formerly, Mr. Gray was the Director of International Security and Government Initiatives for Western Union.

Mr. Gray also served as a Special Agent for the United States Secret Service for 10 years and has served in undercover roles for international terrorism and financial investigations as well as the Public Information Officer for Media Relations and protective intelligence roles. Mr. Gray was also a police officer for six and a half years outside of Chicago, specializing in gang intervention.

Mr. Gray earned his B.A. and M.A. from North Central College, Naperville, IL in Business and Futures Analysis respectively. Mr. Gray has also been an adjunct graduate professor for Bellevue University for the security management program for 13 years.

Steve W. Locke, CISSP
Director of Security Technology, Northern Trust

Steve Locke is a Senior Vice President at Northern Trust. He is the Director of Security Technology, reporting to the Chief Operations Officer and Chief Information Security Officer. He is responsible for all physical and logical security technology globally, and advises US$1B+ wealth management clients, fund and corporate boards, and executives on cyber security.

Prior to joining Northern Trust in September, 1996, Mr. Locke was the head of corporate IT strategy at Baxter International, and a financial analyst at Time Warner Inc.

Mr. Locke received a B.A. degree in information technology management from DePaul University. He is a member of the FBI Infragard Program with SECRET clearance, as well as The Technology Policy Division of The Financial Services Roundtable; The Secret Service – Chicago Electronic Crimes Taskforce; Business Executives for National Security; and The Financial Services Information Sharing and Analysis Center.

Cory R. Lunn, CISA
IT Assurance Manager, Wolf & Company, P.C.

Cory Lunn is a Manager in Wolf’s Information Technology (IT) Assurance Services group where he is responsible for coordinating, supervising and executing IT audit services for clients in a variety of industries, including the financial, educational, commercial and healthcare sectors. Mr. Lunn joined the firm in May 2010.  

Mr. Lunn’s specialties include; enterprise risk management & assessments, IT audits in Microsoft Windows security, mobile device security, web applications, firewalls, general information security and controls, IT governance, business continuity and disaster recovery planning, vulnerability/penetration testing, social engineering, war dialing, various application security reviews, and mainframe security. In addition, He has performed work in various compliance areas including the Gramm-Leach-Bliley Act, Health Insurance Portability and Accountability Act, Sarbanes-Oxley (SOX) 404 internal control testing and Statement on Standards for Attestation Engagements (SSAE) No.18 and Service Organization Control (SOC) Reports.  

Mr. Lunn is a graduate of Bryant University with a degree in Computer Information Systems and Finance.  He is also a Certified Information Systems Auditor (CISA).

Joe Oleksak, CISSP, CRISC
Partner, Plante Moran

Joe Oleksak has more than nineteen years of information systems security and information technology audit experience in the financial services industry including: family offices and related businesses, banks, credit unions, mortgage companies, and insurance companies. His experience includes: IT strategic planning, IT risk assessments, IT audit, global/local network security projects, web application security, PCI compliance, incident response, and business continuity & disaster recovery management.

Ms. Oleksak is a member of the Information Systems Audit and Control Association (ISACA), and the International Information Systems Security Certification Consortium (ISC). He attends and presents at multiple security and industry conferences annually and is a member of both the Indiana Bankers Association Information Technology Committee and the Illinois Bankers Association Technology Committee. Joe is a Certified Information Systems Security Professional (CISSP) and Certified in Risk and Information System Controls (CRISC).

Eric Powell
Chief Security Officer, Bayshore Global Management LLC

Eric Powell is the Chief Security Officer for a Private Family Office in Silicon Valley. His team is responsible for personal safety and security of his principals and family members, as well as the safety and security of their employees, personal business interests, and various assets located around the world.

Mr. Powell spent 23 years with the US Government (military and civilian), serving as a Special Agent with the US Secret Service and Air Force Office of Special Investigations, Senior Special Agent/Group Supervisor of the US Customs Service, and Security Specialist with the Naval Criminal Investigative Service.

Mr. Powell also served as the Protective Services Manager, and the Regional Security Manager for Asia Pacific and Latin America (APLA), for Google.

Mr. Powell has a bachelor’s degree in government and politics from the University of Maryland, a master’s degree in forensic psychology from Argosy University, and is currently enrolled in a doctoral program in psychology.

Colin Taggart, CISSP, CISA, CPA
Senior Manager, Plante Moran

Colin Taggart has more than nine years of information systems security experience, including: cybersecurity risk management framework implementations, IT General Controls, regulatory compliance audits, application security assessments, and assistance in developing policies and procedures such as information security programs, incident response plans and disaster recovery plans. HIs industry experience includes family offices, financial institutions, government, and education.

Mr. Taggart holds a B.A. degree in Accounting and Information Systems and an M.S. degree in Accounting and Information Systems from Michigan State University. Mr. Taggart is also a Certified Information Systems Security Professional (CISSP), Certified Information Systems Auditor (CISA), Certified Public Accountant (CPA) and a member of ISACA-Western Michigan Chapter.

Brent White
Sr. Security Consultant, Threat Services, NTT Security

Brent White is a Sr. Security Consultant at NTT Security as well as a Trusted Advisor for the Tennessee Department of Safety and Homeland Security on the topics of Physical and Cyber Security. He is also the founder of the Nashville DEF CON group (DC615), and is the Global Coordinator for the DEF CON conference “Groups” program. He has held the role of Web/Project Manager and IT Security Director at the headquarters of a global franchise company as well as Web Manager and information security positions for multiple television personalities and television shows on The Travel Channel.

Mr. White has been interviewed on the popular web series, “Hak5” with Darren Kitchen, BBC News, and on Microsoft’s “Roadtrip Nation” television series. He has also spoken at numerous security conferences, including DEF CON, DerbyCon, ISSA International, SaintCon, PhreakNic, SkyDogCon, NolaCon, various B-Sides conferences, Techno Security & Forensics Con, TakeDownCon, and Appalachian Institute of Digital Evidence (AIDE) conference at Marshall University.

Family Office Exchange Presenters

Tony Gebely
Chief Technology and Integration Officer, Family Office Exchange

Tony Gebely is the Chief Technology and Integration Officer at FOX with 12 years of experience in the field. At FOX, Tony has worked with senior management to develop and execute a technology roadmap while collaborating with the marketing, business development and IT teams. He managed the design and operation of a Drupal based membership website, our marketing automation system, a CRM solution using Microsoft Dynamics CRM and the integration between the CRM, website, and marketing automation systems using Scribe and native APIs. He also oversees the accounting and communication systems at FOX.

Mariann Mihailidis
Managing Director, Councils, Family Office Exchange

Mariann Mihailidis oversees the FOX member councils, which are private networks of close peers working together to advance their professional development and to solve the unique challenges they face in their management of private wealth. She has extensive experience in the accounting and legal fields.

As a practicing tax and estate planning attorney, she develops strategies in wealth transfer issues, taxes, and corporate structures. Mariann has served as an executor and trustee, and her fiduciary responsibilities included administrative, legal, and accounting duties of various trusts and estates.

Prior to joining FOX in 1996, Mariann worked in one of America’s leading family offices as an accounting manager for the family’s investment partnerships and operating companies. She also spent more than six years in public accounting, including work as an auditor for Price Waterhouse.


Venue and Hotel Accommodations

Swissotel Chicago
323 East Upper Wacker Drive, Chicago, IL 60601-9722, USA

FOX has reserved a limited number of rooms at the Swissotel at a rate of $249 per night plus applicable taxes. To obtain this discounted rate, please contact the Swissotel directly at 1.888.737.9477 and mention the Family Office Exchange. You may also book rooms online by clicking here. 

Workshop 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 Wednesday, June 20, 2018.