Tuesday, June 14

Presentation: Eton Solutions - Rehumanizing the Family Office: How to Enable High-Value Humans to do High-Value Work

Burdened by manual, routine, and inefficient processes, your high-value employees are left doing low-value work. Not because they are poor performers; ironically, quite the opposite is true— they are extremely efficient at executing inefficient processes. But, what would their output be if you were to streamline and automate these processes? Imagine if your most valuable, senior employees could be strategic and proactive—if the humans were empowered to do human work.
 
Join us to learn how software can let computers do the heavy lifting and enable your high-value employees to do high-value work.

Robert E. Mallernee, CEO, Eton Solutions 

Technology Demonstrations:

• Arch
• Eton Solutions
• Giving Place
• Masttro
• Summitas

Technology Demonstrations:

• Addepar
• Deviate Consulting
• Private Wealth Systems
• RockIT Solutions
• SEI

Presentation: RSM - Modernizing the Family Office
The objective of this session is to uncover if your family office’s accounting, investment performance and tax compliance systems are meeting your needs. We will explore opportunities to automate repetitive manual tasks, manage data, store documents efficiently and securely, confidently budget for investments in new technologies, and more.

Mike Johnson, Partner, RSM
Tony Wood, Family Office Leader, Principal, RSM

Technology Demonstrations:

• Arch
• Entole
• KnowledgeNet.AI
• RSM

Technology Demonstrations:

• Giving Place
• Sage 
• SEI
• Summitas

Roundtables: An opportunity to discuss and exchange thoughts, concerns, future hopes, around specific Technology Platforms.

• Addepar
• Eton Solutions

Wednesday, June 15

Addepar’s Head of Research Ashby Monk and Head of Research Analytics Dan Golosovker are part of a larger team at Addepar dedicated to improving client investment and financial decision-making through data, analytics and technology. In this session, you’ll learn how family offices increasingly rely on our technology and data today to proactively manage their portfolios and risk. We’re also helping family offices model and analyze future portfolio outcomes under various market conditions with our Navigator tool. And, we believe the research, data and models we employ on our team can improve long-term portfolio performance.

Ashby Monk, Head of Research,  Addepar
Dan Golosovker, Head of Research Analytics, Addepar

Technology Demonstrations:

• Implementations - A Deep Dive with Deviate Consulting
• KnowledgeNet.AI
• Masttro
• RSM
• Sage 

Technology Demonstrations:

• Addepar
• Entole
• Giving Place
• Private Wealth Systems
• Way2B1

Presentation: Sage - Evolving with Technology In the Family Office Space
This fireside chat will focus on the challenges that family offices are facing today and how to maximize insight into financials . We will identify solutions that Sage Intacct can offer to help streamline your multi-entity management, data security, and transaction automation with artificial intelligence and machine learning technology.

Karen M. Hays, Principal Marketing Manager, Financial Services, Sage
Kelly Gonyea, Principal Consultant, Financial Services, Sage

Technology Demonstrations

• Eton Solutions
• Canopy
• Sage 
• SEI
• Summitas

Technology Demonstrations

• Arch
• Entole
• Masttro
• RSM

Roundtables: An opportunity to discuss and exchange thoughts, concerns, future hopes, around specific Technology Platforms.

• RSM
• SEI

Thursday, June 16

Presentation: SEI - Cyber Threats: Key Takeaways from a Global Financial Firm
Cybersecurity is by no means novel, but in an evolving landscape affected by new technologies, geopolitical tensions, and a larger-than-ever digital footprint, the importance of your family office’s cyber strategy cannot be overemphasized. Join us to learn how SEI’s experience as a regulated financial firm translates to a hyper awareness of existing threats, so that you can ensure your family office is truly doing enough to protect and secure your private client data.

Dave Detweiler, Managing Director of Sales, SEI

Technology Demonstrations:

• Addepar
• Arch
• Implementations - A Deep Dive with Deviate Consulting
• Entole
• Private Wealth Systems

Technology Demonstrations:

• Eton Solutions
• Masttro
• RockIT Solutions
• Sage 
• SEI

Technology Demonstrations:

• Canopy
• Implementations - A Deep Dive with Deviate Consulting
• Giving Place
• RSM
• Summitas

Technology Demonstrations:

• Addepar
• Eton Solutions
• Private Wealth Systems
• Way2B1

Roundtable: An opportunity to discuss and exchange thoughts, concerns, future hopes, around specific Technology Platforms.

• Sage