FOX Technology Selection Workshop

Overview

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

    CPE credits will be available for the Technology Selection Workshop only. 

    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

    Anticipated Schedule  

    Monday, September 9, 2024 - 9:00am to Monday, September 9, 2024 - 5:00pm 

      

    Monday, September 9 

    8:30am        Breakfast and registration

    9:00am        Workshop begins

    12:00pm     Networking Luncheon

    1:00pm        Workshop resumes

    5:00pm        Workshop Concludes

    6:30pm        FOX Technology Showcase Welcome Reception

    Additional details forthcoming.