FOX Technology Selection Workshop

Overview

Tuesday, Sep 02, 2025 - 09:00am
Tuesday, Sep 02, 2025 - 05:00pm
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Non-Members please register using the button below:

REGISTER

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.

Region
Worldwide
Location
Hutton Hotel

Registration

Please login to see your registration options. Non-members can create a FOX Public Network guest account or use the button to the left.

Questions? Contact us at events@familyoffice.com or reach out to your relationship manager.

Address

1808 West End Avenue
Nashville, TN 37203
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 Nashville, Monday September 8, in advance of the FOX Technology and Risk Management Showcase beginning September 9, 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

Pricing


Members can use credits to register for the Workshop program fee by emailing us at events@familyoffice.com 

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
   
Monday, September 2
   
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
   
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. 

Panelists to be announced
   
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