Senior Management Council - Las Vegas, March 2013

6:00 p.m.

Optional Cocktails at Mon Ami Gabi (Spouses & Guests Welcome)

7:00 p.m.

Optional Member Only Dinner at Mon Ami Gabi (Spouses & Guests Welcome)

8:30 a.m.

Continental Breakfast

8:50 a.m.

Welcome

9:00 a.m.

Economic Update

Now that the elections are over what can you expect?  Ben will discuss:

• Where the global economy is headed in the next 12 to 18 months
• How decisions/indecisions in DC are going to affect our economy and the markets?
• What is the impact on taxes and fiscal policy?
• What should family office executives be thinking about and advising their clients?

10:00 a.m.

Break

10:15 a.m.

Client Service Models

• This presentation will be followed by a panel of Council members who have recently reevaluated their client service models and implemented changes.  They will discuss their models and lessons learned along the way.

11:45 a.m.

Lunch

12:15 p.m.

2:30 p.m. Break

Leadership Development - Council Peak Performance:
Increasing Influence and Impact

Objectives of this session:

• To Identify Tactics to Improve Council Member Performance
• To Increase the Ability of Council Leaders to Positively Influence Others
• To Increase Effectiveness through Assessment and Feedback
  To Identify Strategies to Successfully Navigate Change       

4:00 p.m.

Adjourn – Pickup in front of hotel for tour and Q&A

4:45 p.m.

Wine and Cheese Reception

5:30 p.m.

Return to Hotel

7:30 p.m.

Cocktails and Dinner (Spouses & Guests Welcome)

8:00 a.m.

Continental Breakfast

8:30 a.m.

2013 Member Goals

• All members will give a short overview of their 2013 goals.  
• Limit your discussion to 5 minutes.  
• We will white board topics to come back to in greater detail at future meetings. 

9:45 a.m.

Break

10:00 a.m.

Executive Dialogue

12:00 p.m.

Next Steps and Lunch