Overview
This Virtual Meeting will be held through the use of appropriate technology. Meeting link will be sent via an Outlook Meeting Invite and is also available on the FOX website, viewable only to Senior Management Council members and FOX staff.
The FOX Senior Management Council is composed of managers just below the CEO level, of the largest, most sophisticated family offices in the U.S.
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.
For information about joining this Council, contact us by email or call 312-327-1247.
Registration
Not a FOX Member? Inquire here to request an invitation to this event:
- Agenda
AGENDA
Virtual meeting
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Tuesday, February 23, 2021
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10:00 a.m. |
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Welcome and Introductions Facilitated by Glen W. Johnson, Chief Operating Officer, and Karen Rush Managing Director, Membership, Family Office Exchange |
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10:30 a.m. |
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2020 Accomplishments & 2021 Initiatives Facilitated by Glen W. Johnson and Karen Rush, FOX We’ll briefly share last year’s accomplishments, before focusing on your 2021 initiatives. |
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11:30 a.m. |
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Mid-day Break |
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1:30 p.m. |
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Ask the Expert – Human Capital and HR Related Issues Cassie Atteberry, Principal, Talent Outside the Line Seasoned family office HR Professional, Cassie Atteberry, will lead a discussion in a Q & A session on your human capital and other HR related issues, based on questions submitted in advance of the meeting as prework. |
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2:30 p.m. |
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Peer Dialogue Facilitated by Glen W. Johnson and Karen Rush, FOX |
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3:30 p.m. |
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Meeting Adjourned
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Wednesday, February 24, 2021
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10:00 a.m. |
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Show & Tell: Communicating Value of the Family Office Scott Winget, Market Leader, Enterprise Families, FOX You know your office provides tremendous value, but do you know how to explain it to your clients? In a session with FOX’s Market Leader of Enterprise Families, you’ll share the examples of tools, templates, and reports you submitted, as well as discuss how to message around your costs and complexity factors in relation to delivering services. And we’ll share the data we’ve collected about the average time allocated to key services by office type, and how fees are typically charged by office type. |
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11:30 a.m. |
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Mid-day Break |
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1:30 p.m. |
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Peer Dialogue continued Facilitated by Glen W. Johnson and Karen Rush, FOX |
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2:00 p.m. |
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Case Study: Strategic Planning Amanda Baker, Chief Executive Officer, Klabzuba Management |
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3:00 p.m. |
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Wrap up and Next Steps
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3:30 p.m. |
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Meeting Adjourned |
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