FOX Webcast: Family Office Crisis Response and Recovery - September 1, 2021

Overview

Wednesday, Sep 01, 2021 - 10:00am to 11:00am CDT

 

Please join us on Wednesday, September 1, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.

The list of compounding emergencies – both natural disasters and beyond – that we face today seems increasingly difficult to manage. A resilient family office is able to efficiently lead through crisis, recover essential family office functions, leverage lessons learned, and continuously improve their capabilities. Though practical guidance abounds for the large commercial enterprise, few explore right-sizing these methods for the unique circumstances and mission of the family office. Join us to learn more about an all-hazards approach to family office crisis management and continuity that will help you minimize the impact of disruptive events and expedite the recovery process. Attendees will receive practical tools, checklists, and resources to support their risk management goals. 


Attendees will be able to:

• Discover an all-hazards approach to family office crisis management and continuity

• Minimize the impact of disasters

• Expedite the recovery process from disruptive events

• Leverage practical tools, checklists and resources to support the family office’s risk management goals

 

Please click on the Register button below to sign up for this webcast.

You may contact the Events Team with any questions at events@familyoffice.com

 

Field of Study: Management Services - Up to 1 CPE credit 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.

Program Level: Overview | No prerequisites are required for this session. | Delivery Method: Group Internet Based

 

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.

REFUND POLICY: For this event, there is no fee. To cancel, you may contact the Events Team at events@familyoffice.com. For more information regarding administrative policies please contact FOX office at: 312.327.1200.

Recommended for: 
All FOX Members

  • Agenda
  • Speaker(s)
10:00 am CT

Webcast Begins
   
 

Presentation: Family Office Crisis Response and Recovery
   
11:00 am CT

Webcast Adjourns

 

  

Presenter

Brian J. Schnese
Sr. Risk Consultant, HUB International, LTD. 

Brian J. Schnese is a Senior Risk Consultant with HUB International’s Risk Services Division and a member of the Division’s Organizational Resilience consulting team. Brian has over 15 years of professional experience in regulatory compliance and managing risk in state and federal government agencies, and in private industry operations including brick and mortar and online retail, supply chain, transportation, healthcare, and the financial industry.

Brian is a former FBI Special Agent and was most recently a Senior Manager in the National Investigations Center of a Fortune 50 corporation. He has extensive training and experience in functional areas related to theft and fraud, law enforcement, crisis management, intelligence gathering/production, money laundering, organized retail crime, safety and security risk, non-violent intervention, assets protection, and investigations. He brings deep subject matter expertise in assessing and implementing internal controls, conducting complex financial fraud investigations, and building internal fraud prevention and resolution strategies.

Brian is a former Fulbright Scholar and was previously awarded three United States Department of Justice Awards for his leadership, commitment, and service. He is an active member of the Association of Certified Fraud Examiners and ASIS International.

As a member of HUB’s Organizational Resilience Team, Brian specializes in developing and delivering fraud prevention and preparedness focused solutions in addition to Enterprise Security Risk Management, Business Continuity Management, Cyber Risk Management, and Critical Incident Response Management solutions. 
 

FOX Host

Gaby Griffin
Market Leader, Business Owners and Family Office Executives

Gaby Griffin is the Market Leader for Business Owners and Family Office Executives at FOX. In her role, Gaby leads the overall Family Office Council experience and manages multiple councils. She provides members the opportunities to learn from and share ideas with highly accomplished and hard-to-find peers in a confidential environment. No matter what hat she’s wearing, her goal is simple – to create value for families by providing objective guidance and timely relevant information in order to make informed decisions. Gaby takes a very personalized approach to her relationship management practice and has built client and advisory relationships that span over two decades. She also serves as a member of the FOX leadership team.

Gaby brings 25 years of wealth management, corporate banking, investment, and strategic advisory experience to FOX and its members. Gaby recently joined FOX from Capital Group. Prior to that, she held leadership positions at LaSalle Bank NA advising business owners, their families and family offices, as well as working directly with ultra-high net worth clients as a relationship manager for Abbot Downing. Gaby has been involved with the FOX community for over 20 years.

Gaby earned a B.A. in Political Science from the University of Wisconsin at Madison. She obtained a Certified Private Wealth Advisor (CPWA®) designation at the University of Chicago Booth School of Business in 2013. She is a member of the Chicago Estate Planning Council (CEPC), Women Investment Professionals, 100 Women in Finance, DyMynd Angels, and Urban Land Institute (ULI). Gaby served on the Board of Trustees for Victory Gardens Theater from 2012-2020. Additionally, she has held several other positions in the non-profit sector.