West Technology Regional Summit
Overview
The FOX Technology Regionals feature Technology Resource Partners presenting directly to the FOX membership. Join us in any or all of five different regions to hear from a variety of 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.
Hosted by BPM
Agenda
The following technology providers will be presenting and providing a demo of their platform:
Five technology vendors will be presenting for 30-45 minutes each. Please check back as we add to the list of presenters.
Breakfast and lunch will be provided.
FAQs
FOX West Technology Regional Summit Frequently Asked Questions
How many vendors will I have an opportunity to meet during the event?
Each technology regional summit will have six technology providers speaking for one hour each.
Will breakfast and lunch be available?
Yes. Our hosts will be providing breakfast and lunch for all attendees.
Are there other technology regional events scheduled?
Technology regional summits will be held in the following: Midwest, Northeast, South, Southwest and West.
Host
Thank You to Our host
Success looks different for everyone. With BPM’s assurance, advisory, tax and wealth management services, we can help you develop customized strategies that optimize your resources, safeguard your assets and drive consistent, long-term growth.
Technology Presenters
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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 |
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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 |
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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 |
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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 |