Wednesday, May 18

Families of Wealth: Change Is In the Air  
FOX will share what’s on the minds of members including a summation of the many transitions impacting families of wealth. What will your role be during this critical period of transformation? The skills you need to gain to support your clients will be addressed throughout the forum. 

David Toth, Managing Director, FOX 
Glen W. Johnson, President of Membership, FOX 

CPE is not offered for this session.

The Role of Continuous Development for the Successful Advisor
Many wealth advisors and specialists have a strong technical or financial background, but the importance of cultivating interpersonal and relational skills to serve families cannot be overstated. Join a panel of exceptional peers who will discuss the invaluable impact of continuous development in the everchanging environment many advisors and specialists find themselves in. They’ll share the learnings that guided them throughout their careers and examine what development really means when it comes to serving families of wealth.

Jaleigh J. White, CPA, CPWA®, Director of Baird Family Wealth, Private Wealth Management
Katherine Dunlevie, CFP^®, ChFC, CTFA, President and CEO, The Family Office at Synovus 

Moderated by Arne Boudewyn, Head of Family Wealth and Culture Services, Wells Fargo Wealth & Investment Management

1.0 CPE | Specialized Knowledge

Enhancing Your Expertise in Hot Topics 
Wealth specialists and advisors can only be experts in so many areas. These bite-size, 30-minute presentations will help attendees feel more confident during conversations relating to common challenges impacting the family office industry.

• 2:30 - 3:15 pm: Enhancing Your Expertise: Family Histories

  Sharing, documenting, and preserving family narratives are an important part of wealth planning and governance. This session will explore how family histories can set a foundation for connection and continuity.

  Karen McNeill, PhD, Managing Director, Family History, Ascent Private Capital Management of U.S. Bank
  Moderated by Scott Winget, Enterprise Market Leader, FOX 

  0.50 CPE | Specialized Knowledge

Helping Families Navigate Business Transitions   
Many family businesses are undergoing or anticipating transitions, prompting the need for trusted advisors more than ever. This session will feature experts who have deep breadth of experience in helping families manage business transitions and the complexity that comes with them, including new liquidity, helping founders find their next purpose, and more.

John Brown, Founder, Business Enterprise Institute 
Moderated by Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOX 

1.0 CPE | Specialized Knowledge 

Dinner Reception

Boleo (at the Kimpton Gray) 122 W Monroe St, Chicago, IL 60603

Thursday, May 19

Leading Strategy with Purpose: FOX Strategic Direction

Peter Moustakerski, CEO, FOX

Winning on Purpose: The Case for Putting the Client First 
Customer experience leaders outperform the market 2 to 1, so why are more companies not fully embracing Customer Purpose? Join us for a presentation from Maureen Burns, who is a leader in Bain & Company’s Customer practice work within the Financial Services industry. Maureen deals extensively with clients on topics related to marketing excellence, the Net Promoter System^®, customer journey redesign, and digital transformation. 

Maureen Burns, Partner, Bain & Company 
Introduced by Peter Moustakerski, CEO, FOX 

1.0 CPE | Specialized Knowledge

Enhancing Your Expertise in Hot Topics 
Wealth specialists and advisors can only be experts in so many areas. These bite-size, 30-minute presentations will help attendees feel more confident during conversations relating to common challenges impacting the family office industry.

• 11:00 - 11:30 am: Enhancing Your Expertise: Private Trust Companies

  Speakers will cover the basics of what a Private Trust Company (PTC) is, including answering common questions your clients may have about them.

  Scott D. Weaver, J.D., General Counsel & Chief Fiduciary Officer, Willow Street
  Moderated by Scott Winget, Enterprise Market Leader, FOX 

  0.50 CPE | Specialized Knowledge
   

• 11:30 - 12:00 pm: Enhancing Your Expertise: Blockchain and Digital Assets
  Blockchain and digital assets are not going away and continue to intrigue. FOX’s Nate Hamilton will share what you should know about this rapidly expanding landscape.

  Nate Hamilton, Vice Chair, FOX 

  0.50 CPE | Specialized Knowledge