FOX Technology Selection Workshop

Overview

Monday, Sep 09, 2024 - 09:00am
Monday, Sep 09, 2024 - 05:00pm
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REGISTER


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

Region
United States
Address

NOPSI Hotel
317 Baronne St
New Orleans, LA 70112
United States

Join us for the FOX Technology Selection Workshop and learn how to best assess your technological needs, select the right systems, and effectively implement change in your office.

This workshop will be led by FOX’s  Kent Lawson, CTO, Consultant, and Subject Matter Expert on Family Office Technologies. Kent will be joined by a variety of thought leaders in the family office technology space, including our featured experts in conversation in our Finding the Right Fit: Various Methods in Tech Selection panel.

Our workshop will also feature tools and discussions on change management and successful implementation, led by change management expert Jeff Strese, FOX’s Family Learning & Leadership Consultant.

Join us in New Orleans September 9, in advance of the FOX Technology Showcase beginning September 10, and maximize your ability to ask the right questions and meet the right vendors. We hope to see you there!

Workshop topics include:

  • Looking at the Future of the Family
  • Thinking of Technology as Infrastructure
  • Change Management around Technology
  • Ownership of the Process: Who Will Lead
  • Core Systems versus Peripheral Systems: A General Understanding of Costs/Pricing
  • Understanding the Choices: Outsource, Buy, or Build – What recipe is right for you?
  • Due Diligence: Initial Assessment and Deep Dive
  • Implementation: Planning for the Long Haul

The FOX Technology Showcase will take place at the NOPSI Hotel, 317 Baronne St, New Orleans, LA, less than a 5-minute walk from Bourbon Street and the French Quarter. FOX has a hotel room block at a rate of $169 per night. Book your reservations here.

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
   
Monday, September 9
   
8:30 am Registration Open and Breakfast
 
9:00 am Welcome
   
9:15 am

Looking at the Future of the Family and Organization
This session involves an exercise in fortune telling to build a profile of the family and organization including the ideas around legacy, philanthropic endeavors, family or company structures, succession, and governance.

Kent Lawson, Chief Technology Officer, FOX
   
9:30 am

Thinking of Technology as Infrastructure
This session will emphasize the critical role that technology selection takes today and why it is critical to the underlying foundation and direction that an organization will take over time. 

Kent Lawson, Chief Technology Officer, FOX
   
9:45 am

Change Management Around Technology
The greatest way to succeed in technology implementation is succeeding in change management. Introducing new technology into any organization or family environment is not just about installing software or devices; it's about guiding people through the transitions. Hear how focusing on change management can lead to a culture of adaptability, openness, and embracement of new tools.

Kent Lawson, Chief Technology Officer, FOX
Jeff Strese, Family Learning and Leadership Consultant, FOX
   
10:45 am Break
   
11:00 am

Ownership of the Process - Who Will Lead?
Establishing a lead, whether internal or external, is crucial for ensuring the project’s success from start to finish. This session will highlight the importance of defining leadership in the decision-making process of implementing new technologies.

Kent Lawson, Chief Technology Officer, FOX
   
11:15 am

Core Systems Versus Peripheral Systems
Understanding the central aspects of technology stacks helps to determine order and aspects of each technology that are missing, needed, unimportant, or central drivers for the chosen direction of the organization.

Kent Lawson, Chief Technology Officer, FOX
   
12:00 pm Luncheon
   
1:00 pm

Outsource, Buy, or Build: What Is the Right Recipe for You?
We will explore the strategic decision making process organizations face when they determine how to acquire or develop new technology solutions they need. We will look at defining end goals and how it relates to making the right decision to outsource, buy, or build your technology.

Kent Lawson, Chief Technology Officer, FOX
   
1:30 pm

Open Conversation with Technology Selection Consultants
In this open conversation, organizations with proven track records on technology selection will explore different views, beliefs, and approaches when faced with how to acquire or develop the technology solutions they need. 

John Stewart, Armanino
Erin Hulse, Deviate Consulting
Chris Dixon, RSM
Kent Lawson, FOX
   
2:15 pm Break
   
2:30 pm

Due Diligence: Initial and Deep Dive
We will discuss the importance of thoroughly evaluating different technology options through varying levels of research before making a selection. This process involves the first step of initial due diligence and a secondary deep dive analysis. 

Kent Lawson, Chief Technology Officer, FOX
   
3:00 pm

Implementation of Technology: Planning for the Long Haul
This session will emphasize the importance around historical data and information, new workflows, and project timing to ensure long-term success. By planning ahead, organizations can avoid the pitfalls of rushed or pressured scenarios as well as the opposite carefree implementations.

Kent Lawson, Chief Technology Officer, FOX
   
3:30 pm Workshop Concludes