Overview
Now more than ever, we need to surround ourselves with a strong community in order to thrive. With that in mind, FOX is thrilled to be forging ahead with our Regional Member Briefings in a virtual format.
Attendance is included with membership, but advance registration is required.
Subject Matter Expert:
Please click on the Register button below to sign up for this meeting.
You may contact the Events Team with any questions at events@familyoffice.com
Location
VirtualRegistration
Not a FOX Member? Inquire here to request an invitation to this event:
- Agenda
- Speakers
- FOX Facilitators
| 2:00 pm CT | Welcome and Introductions |
|
2:05 pm CT |
Virtual Breakouts for Networking |
| 2:12 pm CT | Peer Exchange |
| 3:00 pm CT | Subject Matter Expert Presents |
| 3:30 pm CT | Meeting Adjourns |
Carrie B. Cherveny, Esq.
Chief Compliance Officer, Employee Benefits and Employment Law, HUB
Carrie Cherveny is the SVP, Client Strategic Solutions, Chief Compliance Officer at HUB. Carrie has 20 years of combined experience in employee relations, human resources, employment law litigation, and employee benefits legal guidance. Carrie works closely with clients to identify compliance risks across the organization and develop responsive strategies and solutions that ensure compliance and further the overall organization goals.
Carrie partners with HUB clients in various industries such as hospitality/restaurant, medical/hospitals, manufacturing, and white-collar businesses to identify various organizational risks and develop responsive strategic solutions.
Previously, Carrie Cherveny, Esq. served as the Chief Compliance Officer for the Southeast Region of HUB International, supporting the organization’s Employee Benefits Division. In this role, Carrie was responsible for providing compliance and consulting services regarding general health plans, ACA, ERISA, and other legal matters involving employee benefit programs.
Most recently, Carrie was General Counsel and Vice President for a national PEO designing and developing client compliance strategies and solutions
While working previously as a Partner in a West Palm Beach Employment Law firm, Carrie focused her practice in the area of employment litigation and employee relations in both state and federal courts. She has represented private sector employers in litigation under Title VII, the ADA, the ADEA, the FLSA, the FMLA, the Florida Civil Rights Act, and the Florida Whistleblowers’ Acts.
FOX Facilitators:
Karen Rush
Managing Director, Membership
Karen Rush is Managing Director of the Family Office and Wealth Advisor Markets for Family Office Exchange (FOX). She works with family and advisor members to understand their objectives, providing guidance to help address their needs through the resources available at FOX. She also co-chairs FOX Advisor Councils and assists in the development of new and enhanced service offerings for members. Formerly the events manager, she was responsible for planning all external FOX events, including forums, workshops, and regional events.
Prior to joining FOX in 2005, Karen spent 10 years at a large, multi-generational family office as the Communications Coordinator. She worked directly with the family office and family members to develop a family meeting process and an education program for the younger generation.
Karen received a B.A. in political science from Southern Illinois University.
Stephanie Simmons
Relationship Manager
Stephanie Simmons is a Relationship Manager at Family Office Exchange (FOX). She brings to her role a background in family office operations, having served in a both a dedicated office and virtual family offices. As a senior relationship manager, Stephanie works with financial families to understand their objectives and provides guidance to help address their unique needs through the resources available at FOX.
Before joining FOX, Stephanie worked with family clients at Personal Office Management, a firm focused on providing financial and project management assistance to high net worth families. She also has a background in private equity investing on behalf of institutions and families, including six years with the family office of former U.S. Secretary of the Treasury, William Simon. Earlier in her career, Stephanie worked in corporate finance/mergers and acquisitions for two leading investment banks. In addition to Chicago, Stephanie has lived and worked in New York, London, and Vero Beach.
Stephanie earned a B.A. in political science from Wheaton College in Norton, MA.