Executive Council '04 - Philadelphia, September 2013

Overview

Tuesday, September 10, 2013 - 6:30pm to Thursday, September 12, 2013 - 2:00pm
The FOX Executive Council '04 is comprised of CEOs of the largest, most sophisticated multi-generational family offices in the U.S. pursuing the best practices for complex family enterprises.
 
The purpose of this council is to elevate the professional and personal performance of these executives and therefore enhance the operation of the broader family enterprise and long term well-being of the family.
 
Each Council works from a FOX developed curriculum that is tailored to the needs of the Council. Meetings include content from the curriculum as well as specific topics and discussions requested by the Council members. FOX provides the appropriate internal and external resources for lively, fruitful meetings.

Recommended for: 
Executive Council 2004 members and invited guests

  • Agenda

AGENDA
Hosted by:  Family Office Exchange

Tuesday, September 10, 2013

6:30 p.m.

 

Optional Dutch Treat Dinner and Cocktails (Spouses Invited)

 

Wednesday, September 11, 2013

8:30 a.m.

 

Continental Breakfast

  • Served in the Parkview Suite Meeting Room

 

 

 

 

 

9:00 a.m.

 

Welcome

Mariann Mihailidis, Managing Director, Family Office Exchange

 

 

 

 

 

9:15 a.m.

 

Leveraging Appreciative Inquiry as a Collaborative Approach to
Family Office Strategic Planning

  • Appreciative Inquiry provides a unique approach to strategic planning by focusing on strengths and uncharted possibilities rather than shortcomings and barriers to success.  It engages a variety of stakeholders (family members, board of directors, partners, staff, etc.) to offer their perspectives, ideas, and expertise for the sake of developing a plan for the family office that maintains continuity from past successes, but also sparks new creative ideas that may have not yet been considered.  We will offer the example of Parkland Management Company, sharing their story about leveraging this different approach to build better relationships with their clients, and develop a strategic plan that represents the voices of their most important stakeholders. 

 

 

 

 

 

10:30 a.m.

 

Break

 

 

 

 

 

10:45 a.m.

 

Leveraging Appreciative Inquiry as a Collaborative Approach
to Family Office Strategic Planning (Continued)

 

 

 

 

12:00 p.m.

 

Lunch

  • Served in the Grand Salon, 2nd Floor

 

 

 

 

1:30 p.m.

 

Effective Family Communication using Technology

  1. Plans and polices. 
  2. Major questions around who and what is communicated.
  3. A tour of the communication spectrum exploring security, usage, motivations, options, and samples.

 

 

 

2:45 p.m.

 

Break

 

 

 

3:00 p.m.

 

Effective Family Communication using Technology (Continued)

 

 

 

4:30 p.m.

 

Adjourn

 

 

 

6:00 p.m.

 

Cocktails and Dinner

 

Thursday, September 12, 2013

8:30 a.m.

 

Continental Breakfast

  • Served in the Parkview Suite Meeting Room

 

 

 

9:00 a.m.

 

Executive Dialogue

Facilitated by Mariann Mihailidis, Family Office Exchange

 

 

 

10:45 a.m.

 

 Break

 

 

 

11:00 a.m.

 

Strategic Philanthropy

  • Kathy will focus on trends in family philanthropy, looking at how the field has changed over the past 10 years and the new expectations of giving families, including next gen donors.  In addition, she will share the insights gained from working with thousands of philanthropic families and also where she sees the field headed.  Kathy looks forward to an interactive conversation, with opportunities for her to also hear from council attendees about the issues that challenge them in their work with families.

 

 

 

12:30 p.m.

 

Lunch

  • Served in the Parkview Suite Meeting Room

 

 

 

1:30 p.m.

 

Next Steps

 

 

 

2:00 p.m.

 

Adjourn

*** Business casual attire for meeting ***