Tuesday, July 20, 2021

All times listed are in U.S. Central Time

2021 Trust and Estate Planning Update

Jason Kohout, Partner, Foley & Lardner LLP
John Nuckolls, Managing Director, Private Client Services National Senior Technical Director, JD, LLM, BDO

Moderated by Scott Winget, Enterprise Market Leader, FOX

Don’t miss this annual Family Office Forum update. Income and estate tax changes are highly probable, and speculation abounds regarding potential regulatory developments, all of which could significantly impact family offices and individuals.  Learn what to watch and what, if anything, you might consider doing to protect your family and clients.

1.0 CPE | Taxes

Navigating the Evolving Insurance Landscape

Morey H. Goldberg, Founder and CEO, Rose Glen LLC
James P. Kane, CIC CRM, SVP - Personal Risk National Practice Leader, USI Insurance Services
Seth Spreadbury, National Family Office Practice Leader, Law Firm Practice Leader, Marsh & McLennan Agency LLC 

Moderated by Sean Kevelighan, President and Chief Executive Officer, Insurance Information Institute 

This session will address changes to UHNW property and casualty insurance, D&O, and life insurance that family offices must consider. Panelists will explain what steps need to be taken to minimize risk across multiple family units and guarantee that all family members being served by the family office are protected.

1.0 CPE | Specialized Knowledge

• Technology User Group Roundtable Meetings (approximately 50 minutes) 
  
  Have you ever wanted to talk with others who are using the same technology solution that you have? Do you have questions or issues to discuss directly with the provider themselves? Are you interested in hearing inside questions about a product you are considering? Now you have that opportunity. The User Group Roundtables allow current users and others who might be considering a product for their office the chance to meet directly with other peers and the product vendor in an environment where you can learn about solutions around that specific technology.
   
  • Addepar
  • Eton Solutions
  • Private Wealth Systems
  • RockIT Solutions
  • SEI
• Keeping the Momentum: Change Management for Family Offices​​​

Joy Taylor, Principal, Operational & Organizational Transformation Solution Family Leader, Grant Thornton
Moderated by Ruth Easterling, Managing Director, FOX 

After an unprecedented, tumultuous year for the entire world, it’s time to take what was learned in 2020 to develop new approaches for the future. But can someone provide guidance on effectively managing the pace without all the pressure? During this session, Joy Taylor will discuss ways to control short and long-term transformation and how change management should be used to care for the family office team, the family business(es) and the families themselves. Joy will highlight ways to do the near-impossible - plan for how to overcome both the obvious and the yet-to-be-discovered challenges.

1.0 CPE | Specialized Knowledge

• FOX Complexity Study: Results and Interpretation
  
  Scott Winget, Enterprise Market Leader, FOX
  Moderated by Ruth Easterling, Managing Director, FOX

FOX recently completed a new study on Complexity and Value. The study centers on the complexity that is reflected in a family’s size, structure and planning, and how that in-turn drives complexity and cost in the office. The study also reveals how the office provides value to the family in managing inherent complexity, mitigating risks and leveraging opportunities. Attendees will get a chance to review and discuss the findings, learn how to interpret their own office results, and explore how to use the study for the benefit of the family and the office.

1.0 CPE | Specialized Knowledge

• Family Office Regulatory Update

Domingo P. Such, III, Partner, Firmwide Chair, Family Office Services Practice, Perkins Coie LLP
Heath Weisberg, General Counsel, CAM Capital
Jake Seher, Senior Partner, Capitol - Context, LLC
Moderated by Glen W. Johnson, Chief Operating Officer, FOX

Regulatory change is in the air. With the Corporate Transparency Act, post Archegos crackdown, and a congressional focus on tax revenues, family offices are in the center of critical regulatory conversations. What are the implications to existing and future family structures, privacy, and reporting? What is being done in Washington DC to bring an industry voice and balanced perspective? FOX brings together a panel of experts to explore the implications and potential scenarios for family office executives and key advisors to consider in their planning.

1.0 CPE | Specialized Knowledge

Wednesday, July 21, 2021

Exploring Trust with Technology

Clara Durodié, Executive Chair, Cognitive Finance 
Moderated by Kent Lawson, Director, Technology Integration Services, FOX

Trust is the core value in family offices' work. It has been forged over decades and in some cases, generations. Trust has always been fragile, but in the digital space, even more so. How is trust redefined in a world where we will be conducting work mostly digitally? How do we choose technology that builds trust rather than destroys it? What are the five red flags we need to be aware of, and how does ethical AI address these concerns? These questions and more will be addressed.

1.0 CPE | Specialized Knowledge

Leadership in a New Era

Greg McCann, Founder and Principal, McCann & Associates
Courtney Pullen, M.A., President, The Pullen Consulting Group
Moderated by Jill Shipley, Managing Director, Governance and Education Practice, Tiedemann Advisors

This session will reveal and examine the skills needed to be an effective leader in the post-pandemic era.

1.0 CPE | Specialized Knowledge

CPE Information

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: Taxes, Specialized Knowledge, Personnel/Human Resources - Up to 7 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:  Describe the latest updates related to trust and estate planning, explain how to navigate the insurance landscape, understand the meaning of trust with technology, discover how to foster culture in a hybrid work environment, describe the skills needed to be a leader in the new era.  

Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: Group Internet Base
 

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.