Overview
Catch up on the latest developments in technology, insurance, taxes, security, and family office processes at the 2017 FOX Financial Executives Forum.
Review solutions that can solve unique family office challenges from top Fintech providers covering general ledger, portfolio management, reporting, and family communication.
As always at a FOX event, you will have plenty of opportunity to meet and exchange ideas with executives from other family offices--at meals and in structured and unstructured networking and executive dialogue sessions.
This year's agenda includes sessions on:
- Blockchain--the revolutionary distributed ledger technology
- An update on income and estate tax laws
- One major family office's journey to modernize their business processes and IT infrastructure
- Considerations for E&O and D&O insurance policies
- New approaches to philanthropy
- All aspects of security--personal, physical, and cyber
Check out the full agenda and make plans to join us today.
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REFUND POLICY: For event registrations, refunds of payment or forum allotments will be offered if the cancellation is made in writing to Family Office Exchange at events@familyoffice.com five (5) or more business days prior to the start of the event. For more information regarding administrative policies please contact FOX office at: 312.327.1200.
Field of Study: Finance - Up to 6 CPE credits can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state. Learning Objectives: Upon completion of the program, participants will be able to identify the latest developments and solutions in technology, insurance, taxes, security, and family office business processes.
Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: Group Live Program
Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.