Tuesday, May 11, 2021
All times listed are in U.S. Central Time

Families are welcome to attend

Welcome and Industry Update

Glen W. Johnson, Chief Operating Officer, FOX

To kick off the event, FOX's Chief Operating Officer, Glen Johnson, will discuss the trends that are impacting families of wealth and how those trends will ultimately impact wealth advisors and partners.

Making a Positive Impact In Families

Brenda Schnede Grusecki, Vice President, James P. and Brenda S. Grusecki Family Foundation 
James P. Grusecki, Chairman of Northern Builders, Inc.
Mae Hong, Vice President, Rockefeller Philanthropy Advisors
Priscilla Kersten, President, Square One Foundation
Moderated by Glen W. Johnson, Chief Operating Officer, FOX

Panelists will discuss philanthropic shifts happening with families and the advisor role in facilitating the planning. One advisor will tell their story of how they listen to the needs of families and support their client’s process toward achieving their philanthropic vision. Attendees will gain insight about evolving family philanthropy strategies, and the session will demonstrate the impact of effective advisory services. Attendees will come away with an understanding of how to move families forward through careful listening, and intentional facilitation of important conversations that break through obstacles. 

1.0 CPE | Field of Study: Specialized Knowledge

Watercooler Networking Break

Join your fellow forum attendees for these randomized 4-person breakouts. Please note that cameras and mics are required to be on for this networking break.

The Great Unwinding: How to Thrive as the World Re-Opens

Robert C. Wolcott, Co-Founder & Chairman, TWIN Global; Adjunct Professor of Innovation, Kellogg School of Management at Northwestern, Booth School of Business, University of Chicago
Moderated by Sara Hamilton, Founder and CEO, FOX, and Cassie Ehrhart, Director, Program Design and Delivery, FOX

Rob Wolcott, Co-Founder and Chairman of The World Innovation Network (TWIN), will explain the ‘great unwinding’ of 2021 and how organizations can harness the powerful yet chaotic energy that will be unleashed on the world as society opens back up. Now more than ever, organizations need to identify what objectives they’ll prioritize during this unprecedented period, which changes born of the pandemic they will retain, what re-opening will mean for their stakeholders, and understand who needs help and how they can contribute in relevant ways that align with their values. By the end of this session, attendees will be inspired and prepared to leverage the powerful energy that 2021 and beyond will bring.

1.0 CPE | Field of study: Specialized Knowledge

Wednesday, May 12, 2021
All times listed are in U.S. Central Time

Advisors Only

How to Prioritize Diversity in Your Organization

Kelly Lora Ewart, Vice President of Strategic Relationships, PURE Insurance
Lucy K. Park, Partner, Perkins Coie
Haley M. Rives, CFA, Director, Asset Consulting Group
Moderated by Carin Ojala, Director of Recruiting + Professional Development, Warner Norcross + Judd LLP

Hear what fellow FOX members are doing to make diversity a priority in their firm. No matter what size budget, attendees will walk away with concrete examples of how to implement and execute impactful diversity initiatives.

1.0 CPE | Field of study: Personnel / Human Resources

• Reframed Insights on Marketing and Branding in a Post Covid World

Justine Fedak, Founder, Corporate Hippies, LLC
Joe Teller, Managing Director, Marketing & Communications, FOX

Justine Fedak, Founder of Corporate Hippies, LLC, and Joe Teller, Managing Director of Marketing & Communications, FOX, will cover three critical topics regarding marketing and branding in the post covid world, including marketing and branding in a virtual environment, managing a personal brand within a firm, and the role of social media in managing a personal brand. The pair will discuss actionable insights that will help create better and deeper engagement with clients and prospects.

1.0 CPE | Field of study: Communications and Marketing

• Navigating Challenging Family Dynamics

Jeff Strese, Family Learning and Leadership Consultant, FOX

Moderated by Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, FOX Family Learning Center^TM, FOX

Are you struggling to serve clients with complicated governance and education needs? FOX’s Chief Learning Officer, Mindy Earley, and FOX Family Learning and Leadership Consultant, Jeff Strese, will lead a conversation on how to successfully manage difficult client dynamics. 

1.0 CPE | Field of study: Specialized Knowledge

Thursday, May 13, 2021
All times listed are in U.S. Central Time

Advisors Only

What's Next? Adapting to Rapid Change

Robert Sheahan, Vice President, Head of Consulting, BNY Mellon | Pershing

Moderated by Ruth Easterling, Managing Director, Member Services, FOX

The last year ushered in sweeping changes that impact financial services and partners serving ultra-high net worth clients. Firms are left needing answers about which digital methods and tools will sustain if conditions get back to normal, how to reinforce culture among a hybrid employee base, and how to gain an edge on competition and reach prospects now that the world is trending toward digital rather than physical processes. Tying in the themes covered throughout the first two days of the forum, Robert Sheahan, Head of Consulting at BNY Mellon | Pershing, will address these questions and provide guidance on how firms should plan to adapt.  

The Transformational Role of the Family Advisor

Amy E. Szostak, Director of Family Education and Governance, Northern Trust
Dien Yuen, JD/LLM, CAP^®, AEP^®, Blunt-Nickel Professor in Philanthropy, Assistant Professor of Philanthropy, The American College of Financial Services

Moderated by Jeff Strese, Family Learning and Leadership Consultant, FOX

Panelists will discuss how the role of the advisor is changing within families and what is driving that change. Attendees will walk away with tools to help advisors adapt and develop their skills to better serve families of wealth, especially during their transitions.

1.0 CPE | Field of study: Specialized Knowledge 

Small Breakout Discussions: The Transformational Role of the Family Advisor

Join us for small unmoderated discussion groups to further explore the topics addressed in today’s morning plenary session.  

The Elements of Value

Eric Almquist, Advisory Partner, Bain & Company
Moderated by David Toth, Managing Director, FOX

Eric will help attendees understand the full range of factors that consumers experience as valuable to them, including both rational and emotional. He will explain how firms can improve their value propositions accordingly and how managers can determine the best way to add value to their offerings.

1.0 CPE | Field of study: Specialized Knowledge