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With the sprint to include AI in all systems, hear from three providers about their already existing AI aspects of their environments. Robert (Rob) Mallernee, CEO, Eton Solutions Kathy Kang, Product Manager, SumIt Software Dan Kutner, Head of Sales, North America, Masttro

Learn why finding the right partner is a game changer when it comes to tech selection. Chris Dickson, National Senior Manager, Family Office Enterprise Advisory, RSM John B. Stewart, Partner & Co-Lead of Family Office Industry, Armanino Erin Hulse, Founder & CEO, Deviate Consulting

Learn the truth about most failed implementations and how to prepare your team to successfully manage the process. Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX

Real life discussion with family offices who have gone through core technology implementations in the past year. Jaimie Kostiuk, Vice President, Finance & Operations, Investment Group of Santa Barbara Deanna Koehly, Chinquapin Trust Company Joe Kauten, CFO, Chinquapin Trust Company Moderator: Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX

Discover the crucial needs around privacy and risk as AI becomes imbedded in the Family Offices of Tomorrow. Bryan Rhody, Partner, Advisory, Technology Solutions Group, BPM Bill Rouse, Director, Advisory, Technology Solutions Group, Family Office Industry Specialist, BPM Angela Thomas, Sr. Manager, Advisory, Technology Solutions Group & Sage Intacct Practice Leader, BPM

This session will explore best practices for navigating the technology selection process, including how to leverage RFPs (Requests for Proposals) to make informed decisions and streamline outsourcing preparation. Learn about leading platforms, tools, and solutions that can enhance performance, improve reporting, and support strategic goals. Join us for practical insights, real-world examples, and expert guidance on how to approach technology adoption and outsourcing for maximum impact.

FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data management, outsource services, advisors and consultants, and managed service providers. FOX membership is invited to learn and take a deep dive into our Tech Partner platforms, solutions, and services.

FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data management, outsource services, advisors and consultants, and managed service providers. FOX membership is invited to learn and take a deep dive into our Tech Partner platforms, solutions, and services.

Join our FOX Chief Technology Officer and a panel of Partner experts for a discussion on new software, future paths of technology, A.I., and technology services for advisors and family office. Use this opportunity to ask your own questions to a group of experts in the family office technology space. Jeff Coyle, Founder & CEO, Libretto Nicole Eberhardt, CEO, Ledgex Murali Nadarajah, CIO, Eton Solutions Kent Lawson, Chief Technology Officer, FOX

Meeting client needs has always been core to family offices and financial institutions serving ultra-high-net-worth families. But what if you could augment your operations to better serve your end-clients? Join SEI for an open dialogue that focuses on how leveraging technology, human connection, and scalable processes can help enhance the client experience and increase engagement with end-clients.