Overview
All times listed are in U.S. Central time.
The FOX Premiere Spring Technology Day highlights FOX Premiere Technology Resource Partner, Eton Solutions. This special one-day event will begin with a Thought Leadership panel featuring Eton Solutions, FOX, and the Sawmill family office discussing ways to solve challenges brought on by transitions, talent, and technology, otherwise known as the “3 Ts.” Two sessions will follow the panel, one targeting Bill Pay and one focusing on the Client Experience. Each will feature a demonstration segment and time for attendees to discuss and ask questions.
This unique event is the perfect opportunity for anyone interested in learning more about optimizing technology in a family office.
Who Should Attend
FOX Premiere Spring Technology Day is open to all FOX members and included with your membership.
Please click on the Register button below to sign up. You may contact the Events Team with any questions at events@familyoffice.com
Location
Registration
Not a FOX Member? Inquire here to request an invitation to this event:
- Agenda
- Speakers
Tuesday, April 26, 2022 |
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| All times listed are in U.S. Central time. | |
| 10:00 am | Welcome and Introductions |
| 10:05 am |
Thought Leadership Outsourcing – Discusion of Family Office Trends FOX Foresight 2022 presented the megatrends for family offices, the “3Ts” – transitions, talent, and technology. A discussion with Rob Mallernee of Eton Solutions and John Hinck of Sawmill Trust about the best way to approach the challenges these trends bring. Rob E. Mallernee, Founder and CEO, Eton Solutions |
| 11:00 am | Break |
| 11:10 am |
Transaction Processing Demonstration Capital calls, bill-pay and similar daily transaction processing is a core job for most US family offices. Let us show you how to make this job more efficient, more effective, minimize risk and enable a reconciled, daily cash position view of all entities. Stuart Guidry, Director of Implementation, Eton Solutions |
| 12:00 pm | Break |
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| 12:10 pm |
Client Experience Demonstration - Reimagine the Family Office Client Experience A modern, professional family office needs to provide transparency to the family it serves. Eton Solutions will demonstrate its client portal and mobile application, tools that enable and reimagine the family office client experience. Stuart Guidry, Director of Implementation, Eton Solutions |
| 1:00 pm | Conclusion |
Presenters
Stuart Guidry, CPA
Director of Impementation, Eton Solutions
Stuart has operations and finance experience, including having worked as a finance manager overseeing the financial performance and reporting for a group of 18 independently owned title insurance agencies. As a former auditor with Deloitte & Touche, Stuart has experience working with startups, LBOs, and privately held companies.
John Hinck
President and CEO, Sawmill Private Management, Inc.
John applies his 20 years of experience at Sawmill to benefit clients and lead the organization. His focus is ensuring that every client experiences the same high level of care, thought and stewardship provided by the original Brooks family office. John’s goal is to lead an organization that will attract and retain the best people to provide the highest quality service. He is committed to developing and sustaining a strong, independent organization where clients enjoy exceptional service at a reasonable fee.
Phil Ierardi
Senior Vice President of Sales, Eton Solutions
Phil is a 25 year veteran of Fidelity Investments. He spent the last 16 years building out the Fidelity Family Office Services business from a start-up in 2004 to over 450 clients and nearly $200 billion in assets. In his last role with FFOS, Phil was SVP, of Family Office Sales. He oversaw the business development function nationally, as well as the reporting services function consisting of a team of consultants focused on technical and operational efficiency. Having worked with hundreds of single-family and multi-family offices, Phil has extensive knowledge in the area of financial technology and operations as it pertains to the challenges inherent in supporting UHNW clients. Prior to his roles in sales and consulting, Phil was responsible for a team of middle office, back office and product management professionals focused on the development and delivery of reporting services to SFO and MFO clients.
Rob E. Mallernee
Founder and CEO, Eton Solutions
With 30+ years of experience in ultra-high net worth wealth management, Rob co-founded and led Eton Advisors, the highly successful multi-family office that initially developed the AtlasFive platform. Rob’s passion for systems development and client service led him to establish Eton Solutions as a technology and services provider to the ultra-high net worth office. Prior to Eton, Rob held key roles at the UBS Multi-Family Office Group, the Private Asset Management Group at NC Trust Company, Arthur Andersen, and Price Waterhouse.
Allen Wilson
Executive Vice President Sales and Marketing, Eton Solutions
Allen joined Eton Solutions with 35+ years of experience in the tax field, including senior leadership roles at Andersen and Grant Thornton. One of his roles at Grant Thornton was the National Managing Partner of the Private Wealth Services practice which served the ultra-high net worth individual and family office market.
After his retirement from Grant Thornton, Allen was the Vice-President of Strategy and Innovation for the Kenan Flagler Business School (UNC) and currently serves on several local boards in various leadership positions. He is a graduate of UNC-Chapel Hill and the Wake Forest School of Law.
FOX Presenters
Glen W. Johnson
President of Membership
Glen W. Johnson is President of Membership at Family Office Exchange (FOX). In this role, he is responsible for all aspects of the member experience, ensuring that each family member, family office executive, and trusted advisor has an unsurpassed experience partnering with FOX by providing unique industry knowledge and insights coupled with a safe and confidential environment where members can share best practices. In addition, Glen oversees the operations of FOX and is charged with establishing and executing systems to execute FOX’s strategic plan, promoting its vision and service-centric culture, and enabling the FOX team to work together to exceed our member’s expectations.
Glen has over 30 years of experience working with family offices, business owners, and executives, first as an attorney and then as a wealth advisor, eventually founding Mirador Family Wealth Advisors – the multi-family office for Fifth Third Bank. He has worked with business owners and executives across all stages of their business life cycle including business succession. Glen writes and speaks nationally focusing on family and business governance and the unique challenges faced during the sale and transition of closely held businesses.
Glen earned a Bachelor of Sciences degree in Education from the University of Michigan in Ann Arbor, MI and a Juris Doctorate degree from Wayne State University Law School in Detroit, MI.
Kent Lawson
Director, Technology Integration Services
Kent Lawson is Director of Technology Integration Services at Family Office Exchange (FOX). With 25 years of experience as a leader in the wealth management industry, and a deep focus in technology for the family office, Kent’s expertise in consulting, project management, analysis, and diligence around technology drives the FOX Technology Marketplace.
Prior to joining FOX, Kent had an established relationship with FOX as a market leader and as a member. Through his previous role with an enterprise family office and as a contributor to FOX forums, Kent brings over a decade of experience serving at the executive level within a single family office. His expertise in wealth management spans a variety of disciplines, including investment operations, technology, and compliance via working with RIAs, the SEC, and Global Investment Performance Standards (GIPS). He also served as a business analyst and consultant for Advent Software, as COO of a trust company, and other technology solution vendors. Kent also founded an outsource COO firm in the wealth management industry providing strategic leadership as a trusted advisor.
With a degree in Music Performance from Ball State University, Kent spent his early years performing as a jazz saxophonist and married another musician, which led him to his “day job” within the wealth industry as a part-time file clerk with an RIA. His background in creativity and thinking outside the box provided the foundation needed for designing innovative solutions in business process and technology making him perfectly suited for the family office industry.