Executive Council '14 - Scottsdale, Arizona

Overview

Monday, February 9, 2015 - 6:30pm to Wednesday, February 11, 2015 - 1:00pm

Recommended for:

Executive Council '14 members and invited guests

Registration

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Agenda

Monday, February 9, 2015

6:30 p.m.

Optional Dutch Treat Dinner (Council Members and Guests Invited)

Tuesday, February 10, 2015

8:30 a.m.		*Breakfast*

9:00 a.m.		Welcome and Trends in the Industry

9:30 a.m.		Executive Dialogue Break at approximately 10:30 am

12:30 p.m.		*Lunch*

1:30 p.m.		Family Office Structure Discussion among Peers Group discussion sharing: Office legal structure and how it has evolved over time Service offering and how it has evolved over time

4:30 p.m.		*Meeting Adjourned*

6:00 p.m.		*Cocktails and Council Dinner (Council Members and Guests Invited)*

Wednesday, February 11, 2015

8:00 a.m.		*Breakfast*

8:30 a.m.		IT Security Security in family offices continues to be the number one challenge. There will be a group discussion about the realistic expectations in small to mid-size offices to reduce the risk and keep systems secure followed by a leading expert’s viewpoint on how you can safeguard your clients from security risks.

10:00 a.m.		*Break*

10:15 a.m.		Agile Mentoring: How to Cultivate a Relationship & Talent in the Family This program will give you a process to understand generational differences. Building on that understanding, you will be given a framework and tools for creating a mentor relationship. It will be interactive, involve a case study and enable you to craft an action plan tailored to your needs.

12:00 p.m.		Next Steps

12:15 p.m.		*Lunch*

1:15 p.m.		*Meeting Adjourned*

*** Business casual attire for meeting ***