Financial Executive Council, Arizona March 2013

Overview

Sunday, March 3, 2013 - 1:15pm to Monday, March 4, 2013 - 4:30pm

The FOX Financial Executive Council is composed of the financial and operational executives working in family offices or family businesses serving families of wealth, specifically CFOs, tax managers, controllers, and those in charge of day-to-day operations. The purpose of this council is to elevate the professional and personal performance of these executives leading to enhanced operation of the family enterprise and long term well-being of the family.

The concentrated day-and-a half long format of the two Council meetings each year allows for in-depth exploration of the issues at hand. Members find this approach to be highly effective in arriving at solutions for the unique issues they face. This intense experience is not available anywhere else in the world.

Recommended for:

Financial Executive Council Members and Invited Guests

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Agenda

Agenda

Sunday, March 3, 2013

1:15 p.m.		Golf Tee Time

6:30 p.m.		Pre-Dinner Cocktails

7:30 p.m.		Dutch Treat Dinner


Monday, March 4, 2013

8:30 a.m.		Breakfast at the Resort

8:45 a.m.		Welcome

9:00 a.m.		Internet Privacy and on-line Reputation

10:00 a.m.		Break

10:15 a.m.		Introductions

10:30 a.m.		Best Practice Discussions: Private Trust Company (Panel to provide overview and answer member questions)

11:00 a.m.		Best Practice Discussions: Technology Inventory

11:30 a.m.		2012 Successes or Surprises

12:00 p.m.		Lunch

1:00 p.m.		Peer Dialogue

2:15 p.m.		Break

2:30 p.m.		Peer Dialogue (Continued)

4:00 p.m.		Wrap Up, and July 2013 Agenda

4:30 p.m.		Adjourn