« Back to FOX Blogs

Preparing for the FOX Family Office Forum

Date:
Publish Date Jul 16 2021


 

Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prominent in the industry.


Learn More About Deviate Consulting →

Our focus in today’s blog post is on how to get the most out of the Family Office Forum. Depending on your role within your organization or your need for CPE credits, you might find some sessions more relevant and valuable than others. Here are a few suggested focus areas to help you optimize your forum experience.

Areas of Focus for the FOF:

  • If You Need CPE:
    • Tuesday
      • 10:30am CT – Trust and Estate Planning Update – 1.0 CPE, Taxes
      • 11:20am – Navigating the Evolving Insurance Landscape -  1.0 CPE, Spec. Knowledge
      • 1:00pm – Change Management for Family Offices – 1.0 CPE, Spec. Knowledge
      • 2:20pm – FOX Complexity Study or SFO Regulatory Update – 1.0 CPE, Spec. Knowledge
    • Wednesday
      • 10:10am CT – Exploring Trust with Technology – 1.0 CPE, Spec. Knowledge
      • 12:00pm – Leadership in a New Era – 1.0 CPE, Specialized Knowledge
      • 11:00am – The Happy Middle - A Hybrid Work Environment – 1.0 CPE, Personnel/HR
  • Technology Focused:
    • Tuesday,
      • 10:30am CT – Trust and Estate Planning Update
      • 11:20am – Navigating the Evolving Insurance Landscape
      • 1:00pm – Technology User Groups
        • Addepar or Private Wealth Systems for reporting focus
        • Eton Solutions, RockIT Solutions or SEI for accounting focus
      • 2:00pm – Forum Sponsor Zoom Rooms
        • Addepar or Private Wealth Systems for reporting focus
        • Eton Solutions, RockIT Solutions or SEI for accounting focus
      • 2:20pm – FOX Complexity Study or SFO Regulatory Update
    • Wednesday
      • 9:00am CT – Forum Sponsor Zoom Rooms
        • See the vendors you missed yesterday!
      • 10:10am – Exploring Trust with Technology
      • 11:00am – The Happy Middle - A Hybrid Work Environment
      • 12:00pm – Leadership in a New Era
  • Executive Level Sessions:
    • Tuesday
      • 10:30am CT – Trust and Estate Planning Update
      • 1:00pm – Change Management for Family Offices
      • 2:20pm
        • FOX Complexity Study – How Complexity Drives Costs and the Value of the Office
        • SFO Regulatory Update – Implications and Potential Scenarios for Family Offices
    • Wednesday
      • 10:10am CT – Exploring Trust with Technology
      • 11:00am – The Happy Middle - A Hybrid Work Environment
      • 12:00pm – Leadership in a New Era

We will be posting a recap at the end of each day if you can’t make it to all of the sessions, and feel free to reach out with questions!