2025 FOX Technology and Risk Management Showcase
Overview
Non-Members please register using the button below:
Join us in Nashville, TN for the sixth annual FOX Technology Showcase!
FREE for FOX Members – no event credits or registration fees required to attend the Technology Showcase!
About
Join us in Nashville, TN for the FOX Technology and Risk Management Showcase!
FREE for FOX Members – no event credits or registration fees required to attend the Technology Showcase!
- Hear from tech leaders and visionaries in the family office industry as technology continues to evolve at an unprecedented pace. Connectivity, integration, and next-generation computing are driving changes those involved with family office operations and technologies need to know.
- Learn from leading experts within the risk management industry, and how areas of risk continue to evolve and integrate within the everyday life of wealth owners and the offices that serve them.
- Experience demonstrations from leading vendors focused on family offices and wealth management.
- Join peers in discussions and deep dive explorations of Technology and Risk Management challenges and solutions.
“Great opportunity to network and get a pulse of what is in the market and related technology trends.” – Past attendee
We are hosting an optional Technology Selection Workshop on Monday, September 2, one day prior to the Showcase at the same venue. This one-day workshop will be led by Family Office Exchange’s Kent Lawson, CTO, Consultant, and Subject Matter Expert on Family Office Technologies. To learn more about the workshop, visit us here.
Our participating partners specialize in:
Technology:
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- Accounting
- Combined investment & accounting
- Consulting
- Data management & workflow
- Investments:
- Philanthropy:
- Planning & education
- Relationship & client management
Risk Management:
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- Cyber Security
- Physical Security, Domestic and International
- Security Metrics
- Risk Assessment
You will be able to:
- Connect with peers and sponsors regarding solutions, including software and production, outsource and consulting services, and data providers that optimize general ledgers, investment/portfolio accounting, CRM, client portals, and other issues relevant to wealth owners and family offices.
- Learn how technology will evolve and integrate within the family office space.
- Experience live product and service demonstrations by participating providers.
- Schedule one-on-one meetings with participating partners.
- Network with peers and tech experts at sponsored dinners and group events.
Who Should Attend
This public event is open to all FOX members, as well as non-members who are consumers or buy-side professionals of the family office technology and cyber & security solutions being presented during the Showcase.
All organization types are allowed to attend including Family Offices, Family Wealth Owners, UHNW Wealth Management Firms, RIAs, MFOs, with the exception of competing organizations of the presenters.
Non-Members must be registered for the program 24 hours prior to the day of programming they would like to attend.
All registrations are subject to approval by FOX.
Pricing
| Technology Showcase |
Members |
Non-Member |
| Early Bird Rate (Through August 1) | $0 | $395 |
| Regular Rate | $0 | $525 |
| Technology Workshop | ||
| Early Bird Rate (Through August 1) | $1,295 | $1,695 |
| Regular Rate | $1,495 | $1,895 |
Agenda
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Monday, September 2 |
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| Optional: Technology Selection Workshop (additional fee required) For more information on the Technology Selection Workshop, visit us here. |
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FOX Technology and Risk Management Showcase Agenda |
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Each day we will have a rotating schedule of dedicated exhibit time with appointment sessions and live technology demonstrations offered by our full roster of participating resource partners. Join our partners for dinner: Our partners will be hosting dinners throughout Nashville on Tuesday September 9. Sign up to join dinners will open in August, for these dinners on a first-come, first-served basis. Our full agenda will be announced in July with our final list of participating partners and sponsors! (Are you interested in participating as a partner or sponsor in the showcase? Email klawson@familyoffice.com) |
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| 6:30 pm | Showcase Welcome Reception |
Tuesday, September 3 |
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| 8:00 am | Breakfast, Registration and Exhibits open |
| 9:00 am |
Welcome to the FOX Technology and Risk Management Showcase Followed by rotating demonstration sessions, exhibit hours and thought leadership |
| 12:00 pm |
Luncheon |
| 1:00 pm |
Rotating demonstration sessions, exhibit hours and thought leadership |
| 5:00 pm |
Program day concludes |
| Join our partners this evening for dinner at assorted times. Sign up for the partner you would like to join! | |
Wednesday, September 4 |
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| 8:00 am |
Breakfast, Registration and Exhibits open |
|
9:00 am |
Welcome to the FOX Technology and Risk Management Showcase Followed by rotating demonstration sessions, exhibit hours and thought leadership |
| 12:00 pm | Luncheon |
| 1:00 pm |
Rotating demonstration sessions, exhibit hours and appointments resume |
| 5:00 pm |
Showcase Networking Reception |
Thursday, September 5 |
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| 8:00 am |
Breakfast, Registration and Exhibits open |
| 9:00 am |
Welcome to the final day of the Showcase Followed by rotating demonstration sessions, exhibit hours and thought leadership |
| 12:00 pm |
Showcase concludes |
| Stay tuned to this page as we post updates! | |
FAQs
FOX Technology Showcase Frequently Asked Questions:
How many vendors will I have an opportunity to meet during the Showcase?
Please visit this page to view participating technology providers.
I would like to participate in the Showcase as a vendor or sponsor, who do I contact?
Please email Kent Lawson, Chief Technology Officer at klawson@familyoffice.com
When will the full agenda be announced?
The full Technology Showcase agenda will be available in August. We will continue to announce participating technology providers as they join the Showcase, in advance of the final agenda.
What is your refund policy?
To provide flexibility to our members and guests, refunds of forum credits or registration fees will be granted up through the event, so long as you notify us of your cancellation via email at events@familyoffice.com.
What is the dress code?
Casual attire is recommended.