Executive Council 04 - Toronto Ontario Canada - September 29 - October 1

Overview

Tuesday, September 29, 2015 - 6:30pm to Thursday, October 1, 2015 - 4:00pm
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
FOX Joint Council Meeting AGENDA
 

Tuesday, September 29, 2015

6:00 p.m.

 

U.S. Executive Council Optional “Casual” Dinner
 
Wednesday, September 30, 2015

U.S. Executive Council
(Global Family Council Welcome)

8:30 a.m.

 

Breakfast

 

  

 

9:00 a.m.

 

Welcome

Mariann Mihailidis, Managing Director, Family Office Exchange

 

  

 

9:15 a.m.

 

Executive Dialogue

Facilitated by Mariann Mihailidis, Family Office Exchange

 

  

 

10:45 a.m.

 

2015 Family Office Compensation & Benefits Highlights

 

  

 

11:15 a.m.

 

Break

 

  

 

11:30 a.m.

 

 

Changing the Culture of the Family Office

 

  

 

12:30 p.m.

 

Lunch

 

 

 

1:30 p.m.

 

Hiring and Recruiting Best Practices – How Do You Assess or Evaluate a Candidate  to Ensure a “Good Fit”

 

  

 

3:30 p.m.

 

Break

 

  

 

3:45 p.m.

 

Evaluation and Remediation of Technology Risks in a Family Office

 

  

 

5:00 p.m.

 

U.S. Executive Council Next Steps / Meeting Adjourned

 

  

 

6:30 p.m.

 

Cocktails and Dinner for U.S. Executive Council and Global Family Council Members

 

Thursday, October 1, 2015
Joint Meeting of U.S. Executive Council and
Global Family Council

8:30 a.m.

 

Breakfast

 

 

 

9:00 a.m.

 

Welcome

Charles Grace, Managing Director, Family Office Exchange

 

 

 

9:15 a.m.

 

Executive Dialogue

 

 

 

10:45 a.m.

 

Break

 

 

 

11:00 a.m.

 

 

Highlights from FOX Thought Leader Summit -  Framing the Optimal Client Experience:  A 360 Degree View

 

 

 

 

 

Group Discussion about The Optimal Client Experience in Large Offices And it’s Relationship to the Optimal Staff Experience

 

 

 

12:30 p.m.

 

Lunch

 

 

 

1:30 p.m.

 

 

Family Case Study:  Educating Owners about Effective Group Decision Making Process Techniques

 

 

 

3:00 p.m.

 

Break

 

 

 

3:15 p.m.

 

Family Case Study: Benchmarking Performance

For a Family’s Impact Investing Program

 

 

 

4:30 p.m.

 

Meeting Adjourns

 

 

 

6:00 p.m.

 

Optional “Casual” Dinner
 

Friday, October 2, 2015
Global Family Council  
(U.S. Executive Council Members Welcome)

8:30 a.m.

 

Continental Breakfast

 

 

 

9:00  a.m.

 

Key Take-aways from Prior Day

 

 

 

9:30 a.m.

 

Family Case Study:  Ownership and the Family Enterprise
 

 

 

 

10:30 a.m.

 

 

The Family Office of the Future

 

 

 

11:30  a.m.

 

Global Family Council Peer Dialogue and Program Review

 

 

 

12:30 p.m.

 

Meeting Adjourned
 

*** Business casual attire for meeting ***