2024 FOX Winter Technology and Risk Management Days


Wednesday, Feb 21, 2024 - 09:00am
Friday, Feb 23, 2024 - 02:30pm

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


Click on the button above or use this link to register for the program. 

If you have not received an event confirmation, you may resubmit your registration at the link above or email us at events@familyoffice.com. once registered you may access the event portal here

The FOX Winter Technology and Risk Management Days feature Technology and Risk Management Resource Partners presenting directly to the FOX membership. Join us to hear from a variety of risk management solutions in cyber, personal, and physical security as well as technology solutions in a combination of areas such as philanthropy, investing, accounting and more.  

FOX resource partners will showcase a combination of Thought Leadership Presentations, Panel Discussions, and Solution Demonstrations to give members a thorough and current understanding of the many advancements available to optimize their offices.  

About the Event

Take advantage of the opportunity to:

  • Hear from leading experts within the risk management and security industry, focusing on how cyber, physical, and personal security will continue to evolve and integrate within the everyday life of wealth owners and the offices that serve them.
  • Learn about family office industry technology solutions and services through panel discussions, demonstrations of product updates, and thought leadership presentations
  • Connect with peers facing the same challenges as you

Who Should Attend

The FOX Winter Technology and Cyber & Security Days event is open to all FOX members and is included with your membership.


    Wednesday, February 21, 2024

    All times are U.S. Central Time
    9:00 am

    Summitas Presentation

    9:50 am Break
    10:00 am

    Libretto Presentation

    10:50 am


    11:00 am

    Ledgex Presentation

    11:50 am

    Lunch Break

    12:30 pm

    Deviate Consulting Presentation

    1:20 pm Break
    1:30 pm

    Accordant Global Partners Presentation

    2:20 pm Break
    2:30 pm ARCH Presentation
    3:20 pm

    Day 1 Concludes


    Thursday, February 22, 2024

    9:00 am

    leafplanner Presentation

    9:50 am Break
    10:00 am

    Concierge Cyber Presentation

    10:50 am Break
    11:00 am

    Eton Solutions Presentation

    11:50 am Lunch Break
    12:30 pm TIFIN Give Presentation
    1:20 pm Break
    1:30 pm

    Private Wealth Systems Presentation

    2:20 pm

    Day 2 Concludes


    Friday, February 23, 2024

    9:00 am

    Sage Intacct Presentation

    9:50 am Break
    10:00 am

    Masttro Presentation

    10:50 am Break
    11:00 am

    SEI Presentation

    11:50 am Lunch Break
    12:30 pm

    Fi-Tek Wealth Solutions (formerly Rockit Solutions) Presentation

    1:20 pm Break
    1:30 pm Pinnacle Fund Services Presentation
    2:20 pm

    Program Concludes


    FOX Staff Host

    kKent Lawson
    Chief Technology Officer, FOX

    Kent Lawson is the Chief Technology Officer at Family Office Exchange (FOX). With 25 years of experience as a leader in the wealth management industry, and a deep focus in technology for the family office, Kent’s expertise in consulting, project management, analysis, and diligence around technology drives the FOX Technology Marketplace.  ​
    Prior to joining FOX, Kent had an established relationship with FOX as a market leader and as a member. Through his previous role with an enterprise family office and as a contributor to FOX forums, Kent brings over a decade of experience serving at the executive level within a single family office. His expertise in wealth management spans a variety of disciplines, including investment operations, technology, and compliance via working with RIAs, the SEC, and Global Investment Performance Standards (GIPS).  He also served as a business analyst and consultant for Advent Software, as COO of a trust company, and other technology solution vendors. Kent also founded an outsource COO firm in the wealth management industry providing strategic leadership as a trusted advisor.  ​
    With a degree in Music Performance from Ball State University, Kent spent his early years performing as a jazz saxophonist and married another musician, which led him to his “day job” within the wealth industry as a part-time file clerk with an RIA. His background in creativity and thinking outside the box provided the foundation needed for designing innovative solutions in business process and technology making him perfectly suited for the family office industry. ​

    Frequently Asked Questions


    About the event: 

    How many vendors will I be able to see at the FOX Winter Technology and Risk Management Days? 

    We will announce the FOX Winter Technology and Risk Management Days agenda during the first week of February where you will see the final number of providers. Please stay tuned to the website to see our FOX Winter Technology and Risk Management Days Providers as they are added to the program. 

    I would like to participate in the FOX Winter Technology and Risk Management Days as a vendor, who do I contact? 

    Please email Kent Lawson, CTO and Director, Technology at klawson@familyoffice.com 

    Will you be offering CPE credits at the FOX Winter Technology and Risk Management Days? 

    CPE Credits will not be available at the event. 


    Accessing the Program: 

    Where is the Program and how do I access it? 

    The program is taking place virtually and can be accessed via our portal. Information on accessing the portal will be emailed to you 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 for the event. 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 in the event portal, it can take up to 10 minutes to receive your verification code. Your verification code will be sent from FOX Learning Programs events@familyoffice.com. 

    If you need assistance, please reach out to us at events@familyoffice.com

    Which technologies are you using? 

    CVENT Attendee Hub is our Showcase portal. 

    Zoom facilitates video streaming. 

    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. 

    How do I access the sessions? 

    To access FOX Winter Technology and Risk Management Days sessions, click on “All Sessions”, at the top on the day you wish to participate in, and then the session you plan to attend. Once inside the session – click the “Join Session” button.  

    If you would like to attend a session other than the one you originally selected, visit the "All Sessions" tab. 

    What do I do now that I’ve logged in?

    We recommend:

    • Completing your profile.
    • Reviewing the “attendee” section.
    • Taking some time to become familiar with the portal, and the “All Sessions” page, where you will access the sessions.

    When should I log in to attend the session?

    We recommend you log into the portal at least five minutes prior to the session to ensure you have enough time to receive a verification code (if needed) and navigate to your session.

    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 workshop, 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.

    Can other people see me, and if so – what is the dress code?

    Please note that participants can see each other on camera, and camera use is encouraged. Business casual attire is recommended.

    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.

    My question isn’t here, how can I get additional help?

    Please email events@familyoffice.com and we’ll be delighted to assist you.

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    Concierge Cyber logo Concierge Cyber is an Atlanta, Georgia, USA based company that provides an annual subscription membership to protect against cyber, reputational, and physical threats and provide emergency response services to a cyberattack, data breach and cyber fraud... Learn More
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    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... Learn More
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     Masttro logo Masttro is a global wealth technology platform that provides wealth owners and family enterprises with a 360-degree view of net worth across all financial and non-financial assets, banking relationships, currencies, and ownership structures through an intuitive, client-centric user experience... Learn More
    Pinnacle Coming Soon...
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    Rockit® Solutions logo Rockit® Solutions is a technology-enabled Global Family Office (GFO) solution provider focused on single and multi-family offices with unique needs. Given our DNA originated out of servicing the complex needs of the Rockefeller family office, we are one of the most experienced providers bringing together the diverse service and reporting needs of a family office... 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
    SEI Family Office Services SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families better serve their ultra-high-networth clients, SEI’s award-winning Archway Platform℠ and high-touch outsourced services... Learn More
    Summitas logo 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... Learn More
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