Executive Council '14 - San Francisco - September 8 & 9

Overview

Monday, September 8, 2014 - 1:30pm to Tuesday, September 9, 2014 - 5:00pm

Recommended for:

Executive Council '14 Members and Invited Guests

Registration

FOX Members: Log in to register for this event.

Not a FOX Member? Inquire here to request an invitation to this event:

form.antibot { display: none !important; } You must have JavaScript enabled to use this form.

First Name *

Last Name *

Email Address *

Phone Number *

Company *

Country *

Terms and Conditions

We want to ensure you know how your data is stored and used. Please take a moment to review the terms and conditions and privacy policy before you continue.

Terms and Conditions *

I agree to the terms and conditions

Contact Permissions

To keep you informed of developments at FOX and in the family enterprise market, we would like to email you periodically. To join our mailing list, simply check the box below. You can easily unsubscribe at any time.

Contact Permissons

Yes, I would like to receive email communications from Family Office Exchange

Leave this field blank

CAPTCHA

This question is for testing whether you are a human visitor and to prevent automated spam submissions.

Agenda

AGENDAHosted by: CHS Management, LLCCharles Schwab Corp.211 Main Street – San Francisco, CA

Sunday, September 7, 2014

6:30 p.m.

Optional Dutch Treat Dinner and Cocktails (Spouses Invited)

Monday, September 8, 2014

8:00 a.m.

Continental Breakfast

8:30 a.m.

Welcome

8:35 a.m.

Member Introductions and What Keeps You Up at Night?

9:35 a.m.

Executive Dialogue

12:30 p.m.

Lunch

3:00 p.m.

Family Enterprise Governance Case Study and Models

5:00 p.m.

Adjourn

7:00 p.m.

Dinner

Tuesday, September 9, 2014

7:30 a.m.

Continental Breakfast

8:00 a.m.

Engaging the Next Generation in Family Philanthropy

Hear from the President of one of the nation’s leading donor-advised fund organization about how families can engage the next generation family members through philanthropy.

9:15 a.m.

Break

9:30 a.m.

Creating a Family Education Initiative for Building Great Families

Financial education is not just about the money; it’s about building great families.
The changing nature of financial education in the 21st century (from Boring to BHAGS)
Critical elements of a financial education initiative (what exactly IS financial education)
Financial education as a strategy for family cohesion, purpose, and succession (or why are we doing this?)
Defining and evaluating success in financial education (how do you know if it's working?)
Herding cats: how to get diverse family members engaged in financial education (it's a good idea, but not everyone is convinced--now what?)

11:15 a.m. Break

11:30 p.m.

Next Steps

12:00 p.m.

Lunch and Adjourn

*** Business casual attire for meeting ***