2024 FOX Technology Showcase - In Person Only

Overview

Tuesday, Sep 10, 2024 - 09:00am
Thursday, Sep 12, 2024 - 12:00pm
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Non-Members please register using the button below:

REGISTER

 

Join us in New Orleans, LA for the fifth annual FOX Technology Showcase, being held in person for the first time! 

FREE for FOX Members – no event credits or registration fees required to attend the Technology Showcase!

Region
United States
Location
New Orleans, LA
Event Resources
DOWNLOAD BROCHURE
Address

NOPSI Hotel
317 Baronne St
New Orleans, LA 70112
United States

  • Hear from tech leaders and visionaries in the family office industry as technology continues to evolve at an unprecedented pace. Connectivity, integration, and next-generation computing are driving changes those involved with family office operations and technologies need to know.  
  • Experience demonstrations from leading vendors focused on family offices and wealth management. 
  • Join peers in discussions and deep dive explorations of tech solutions and challenges.

“Great opportunity to network and get a pulse of what is in the market and related technology trends.” – Past attendee  

See demonstrations and meet with leading vendors in the Family Office Space: New partners are being added weekly!

ACCOUNTING:

COMBINED INVESTMENT & ACCOUNTING:

CONSULTING:

DATA MANAGEMENT & WORKFLOW:

INVESTMENTS:

PHILANTHROPY:

PLANNING & EDUCATION:

RELATIONSHIP & CLIENT MANAGEMENT:

TAX AND ESTATE PLANNING:

About the Technology Showcase

Attendees will have the opportunity to:  

  • Connect with peers and sponsors regarding solutions, including software and production, outsource and consulting services, and data providers that optimize general ledgers, investment/portfolio accounting, CRM, client portals, and other issues relevant to wealth owners and family offices.   
  • Learn how technology will evolve and integrate within the family office space.  
  • Experience live product and service demonstrations by participating providers.  
  • Network with peers and tech experts at sponsored dinners and group events.

Optional Add-on Workshop

  • We are hosting an optional, inaugural Technology Selection Workshop on Monday, September 9, one day prior to the Showcase at the same venue. This one-day workshop will be led by Family Office Exchange’s Kent Lawson, CTO, Consultant, and Subject Matter Expert on Family Office Technologies. To learn more about the workshop, visit us here. 

Who Should Attend

  • This event is open to all FOX members as a benefit of your membership.  Onsite registration will NOT be accepted.
  • Non-member consumers or buy-side professionals of the technologies presented are welcome to attend for a small registration fee. 
    • The non-member organization types include family offices, UHNW family members, UHNW wealth management firms, registered investment advisors, multi-family offices, and similar organizations. 
    • Non-members must register for the program by Wednesday, September 4. 

Registrations are subject to approval by FOX. 

If you are having trouble registering, contact us at events@familyoffice.com  
 

Pricing


 

Technology Showcase

 Members

 Non-Member
     
Regular Rate $0 $199
     
Technology Workshop    
     
Early Bird Rate (Through August 16) $1,250 $1,600
     
Regular Rate $1,450 $1,800
Speakers

Mike R.
Mike Rayburn
TED Talk Presenter, Entrepreneur, Member of the Speaker Hall of Fame, Featured Artist on Sirius/XM

Mike Rayburn is a two-time TED Talk presenter, a successful entrepreneur, a member of the speaker hall of fame and a featured artist on Sirius/ XM. He has headlined on the strip in Las Vegas, and received standing ovations at all eight of his performances at Carnegie Hall.

When organizations need innovation, change and peak performance, where do they go? Usually it’s to business leaders, authors, or famous sports figures. Rarely do they go to artists! Yet for artists, innovation, peak performance and change are their life blood. Being a mega-successful artist, as well as an innovative entrepreneur, Mike Rayburn is uniquely qualified to teach artistic principles in a business context, to give businesses and teams the edge they need to innovate and perform like virtuosos…and thus transform their success and significance.

Mike Rayburn is a TEDx Presenter who teaches innovation, change and peak performance using world-class guitar and humor to create a transformational experience and generate exponential results. He has headlined Carnegie Hall, Las Vegas, and performed more than 5,000 presentations in 20 countries on five continents. Rayburn is a music/internet pioneering entrepreneur, feature artist on Sirius/XM and Artist In Residence at High Point University. His more than 1000 corporate clients include most of the Fortune 100, 500, and the top five, including multiple presentations for Walmart, Exxon, Wells Fargo, Lincoln Financial, UnitedHealth, IBM, Siemens, Verizon, Ford, Nationwide, MetLife, PepsiCo, Chevron, Sony, Allianz, and Liberty Mutual.

NOPSI Hotel
317 Baronne St
New Orleans, LA (map)

The FOX Technology Showcase will take place at the NOPSI Hotel, less than a 5-minute walk from Bourbon Street and the French Quarter.

FOX has reserved a limited number of rooms at the NOPSI Hotel, at a rate of $169 per night plus applicable taxes. To obtain this discounted rate, please contact the NOPSI Hotel directly at (504) 962-6500 and mention the Family Office Exchange. You may also book rooms online by clicking HERE.

Showcase attendees are responsible for making their own accommodation arrangements. The cutoff date for hotel reservations at this special conference rate (subject to room availability) is August 26, 2024.

FOX Technology Showcase Frequently Asked Questions:

How many vendors will I have an opportunity to meet during the Showcase? 
Please visit this page to view participating technology providers.  

I would like to participate in the Showcase as a vendor or sponsor, who do I contact? 
Please email Kent Lawson, Chief Technology Officer at klawson@familyoffice.com 

When will the full agenda be announced? 
The full Technology Showcase agenda will be available in August.  We will continue to announce participating technology providers as they join the Showcase, in advance of the final agenda. 

What is your refund policy? 
To provide flexibility to our members and guests, refunds of forum credits or registration fees will be granted up through the event, so long as you notify us of your cancellation via email at events@familyoffice.com.  

Thank you to our 2024 FOX Technology Showcase Partners and Sponsors!

 

  Premier Partner

Eton logo​ Eton Solutions is a software and services company founded to handle the complexities of servicing ultra-high-net-worth families. Created by family office leaders, Eton Solutions’ flagship product is AtlasFive, an integrated platform with over $425 billion in assets under administration that holistically aggregates and manages all your office’s data, reporting, and workflow processes. With one source of truth, Eton Solutions leads fami...Learn More

Executive Partners
Armanino 300x300 Company description to come...
Fi Tek​

Fi-Tek Wealth Solutions (formerly Rockit Solutions) is a technology-enabled family office service provider, specializing in complex, multi-generational single/multi-family offices, RIA’s and Trust Companies. Born out of the Rockefeller family office over twenty years ago as Rockit Solutions, our company was built to serve the unique needs of the most complex family offices... Learn More

 
Ledgex is the first FinTech platform specifically designed to fix the data quality challenges all Family Offices face. We enable family offices to more confidently and successfully manage complex portfolios, with game-changing improvements in your data accuracy, transparency, and timeliness.Learn More
Sage Intacct logo Sage Intacct is used by thousands of organizations from startups to public companies to improve company performance and make finance more productive. As a best-in-class system, our cloud accounting software products and financial management solutions deliver deep accounting capabilities across multiple industries designed with a single aim—to accelerate your success... Learn More
SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families better serve their ultra-high-networth clients, SEI’s award-winning Archway Platform℠ and high-touch outsourced services efficiently hand...Learn More
zephyr 300x300​ Zephyr is a division of Informa PLC. Informa acquired several financial technologies over a period of years and invested money and resources to develop a comprehensive software solution for wealth advisors. It has earned several accolades from industry peers including being named the 2024 Best Analytics Platform by the FinTech Breakthrough Awards. Zephyr has a dedicated client success team based in Nashville that works with clients. They are available via phone and email. The company continues to update and enhance its Zephyr platform to meet the needs of today's clients and prepare for the future of the investment management industry. PSN, a leading database of separately managed account data and intelligence is also part of the Zephyr company. Nine of the top 10 plan sponsors use PSN to research and identify fund strategies that meet their unique clients’ needs...Learn More

  Classic Partners

Arch is a New York based technology company that automates data aggregation and operations management for private (alternative) investments. Learn More
Deviate Consulting logo Deviate Consulting is a professional services firm based in Indianapolis that provides a full suite of accounting and software consulting options for single and multi-family offices. Our software focus includes QuickBooks and multiple investment accounting, portfolio accounting and wealth management platforms prominent in the industry... Learn More
leafplanner collects, organizes and connects the disparate parts of life in a unique leafplan to serve as a roadmap for a family. By identifying, aggregating, and communicating the intricacies of a family enterprise with family members and advisors, leafplanner enables families to apply a holistic perspective to their communication, decision-making, and education. In addition to identifying blind spots and educating family members and...Learn More
Masttro is the world’s leading wealth tech solution for visualizing total net worth. Specializing in alternative assets, built from the ground up for multi-currency and secured with world-class cybersecurity architecture, Masttro is the all-in-one solution to building a 100% view of wealth.Learn More
Pinnacle Fund Services 2 Pinnacle Fund Services provides customized portfolio and investor performance across multiple investment structures including full outsourcing of back-office functionality. Learn More
sumit logo

SumIt is a software company based in New York City focused on redefining technology for family offices, starting with an accounting system that consolidates financials across entities with a couple clicks. Our mission is to empower family office staff to do more with less through a straightforward interface and robust functionalities. Learn More
Summitas Platform® is our Software-as-a-Service (SaaS) system accessed through Web browsers and mobile applications. Our customers use Summitas to simplify operations, increase communication, and provide a safe way to organize, protect, and share information—all from one place. From the Digital Vault to collaboration tools, integration of financial information, and the ability to streamline workflows, a branded Summitas portal p...Learn More
TIFIN Give Logo TIFIN Give empowers wealth enterprises to become an integral part of the charitable planning process through a streamlined, comprehensive digital experience. The platform supports various charitable structures, including donor advised funds and private foundations, to unlock opportunities and value for wealth enterprises and their clients. Learn More
Vanilla Technologies Logo Vanilla is the world’s first Estate Advisory Platform, purpose-built by UHNW advisors and estate professionals to help family office and wealth management firms deliver a holistic, modern estate planning experience to their clients.Learn More


 

Are you interested in sponsoring the 2024 FOX Technology Showcase? If so, send an email to klawson@familyoffice.com. 

   
Monday, September 9
   
6:30 pm Showcase Welcome Dinner Reception at the Nopsi
 
Tuesday, September 10
   
8:00 am Breakfast, Registration and Exhibits Open
   
9:00 am

Welcome to the FOX Technology Showcase
   
9:10 am Introduction to Technology Providers
   
9:40 am

ETON Solutions
Transforming a Family Office to Reimagine the Value it Delivers

Setting up a family office to deliver scalable advantage for tomorrow. Using technology to create operational leverage and efficiencies. Transformative impact of AI on family office.
   
10:10 am Break
   
10:25 am Concurrent Technology Demonstrations:
Masttro, SEI, SumIt
   
11:10 am Break
   
11:25 am Concurrent Technology Demonstrations:
Fi-Tek Wealth Solutions, Pinnacle Fund Services, Summitas, Vanilla
   
12:10 pm Luncheon
   
12:45 pm Welcome Back
   
12:50 pm

Zephyr
Identifying New Investment Opportunities and Diversifying Portfolios to Manage Risk

Identifying new investment opportunities and diversifying portfolios to manage risk are crucial components of a successful investment strategy. Spend part of your morning with the Zephyr team as they provide actionable ways to diversify assets, recognize trends and discover non-traditional investments for mitigating risk where our Family Office clients are finding success.

 
   
1:20 pm Break
   
1:35 pm Appointment Rounds & Exhibits
   
2:55 pm Break
   
3:10 pm

Concurrent Technology Demonstrations:
ARCH, ETON Solutions, TIFIN Give, Zephyr
   
3:55 pm Break
   
4:10 pm

Armanino
From Treasury to Technology: Revolutionizing Family Office Operations

Join John Stewart, Partner and Leader of Armanino’s Family Office Practice for an engaging fireside chat with JC Santos, former Head of Client Treasury and Reporting of ICONIQ, now at Armanino, and Lindy Antonelli, Partner and Leader of Armanino’s Sage Intacct Family Office Practice.

We will explore the evolving landscape of family office operations, while discussing key strategies and technological advancements that are shaping the future of wealth management.
   
4:45 pm 

Break
   
5:00 pm Concurrent Technology Demonstrations:
Armanino, leafplanner, SAGE Intacct
   

Beginning at various times in the evening:
 Sign up at the Showcase to join our partners for dinner: 

- Armanino

- ARCH, Deviate Consulting, SumIt (Combined)

- ETON Solutions

 - Ledgex

- Summitas

 - TIFIN Give

 - Zephyr
   
   
Wednesday, September 11
   
8:00 am Breakfast, Registration and Exhibits Open
   
9:00 am

Welcome to the FOX Technology Showcase
   
9:10 am

Showcase Keynote Session
Create Change Through The "What If" Mindset

Mike Rayburn's electrifying "What If" keynote inspires your leadership and business teams to rethink change and initiate more possibilities and innovation for your organization and customers. He delivers real-world tools and strategies to help your people create better solutions and generate more revenue for your business.

Mike Rayburn, CPAE, TED Talk Presenter, Entrepreneur, Member of the Speaker Hall of Fame, Featured Artist on Sirius/XM
   
10:10 am

Break
   
10:45 am Concurrent Technology Demonstrations: 
Deviate Consulting (an open discussion), Ledgex,  Pinnacle Fund Services
   
11:30 am Break
   
11:45 am Concurrent Technology Demonstrations:
ETON Solutions, leafplanner, Masttro
   
12:30 pm Luncheon
   
1:00 pm Welcome Back
   
1:05 pm

Ledgex
Enhance Technology Integration Success Through Design Thinking

Explore how design thinking can streamline and improve the success of technology integration within organizations. This session will focus on practical approaches to leveraging user-centered design for better adoption outcomes.
   
1:35 pm Break
   
1:45 pm Concurrent Technology Demonstrations:
ARCH, Summitas, Zephyr
   
2:30 pm Break
   
3:00 pm Welcome Back
   
3:05 pm

SAGE Intacct
Best Practices and Practical Tips for Selecting Accounting/ERP Software

Join us for an interactive discussion designed to provide family office leaders with insights into the drivers of change when considering new technologies, practical tips for selecting the right technology, and a discussion on what success looks like, particularly in terms of achieving more with less. 
   
3:35 pm

SEI
The Evolution of Family Office Technology Selections

As family offices continue to grow—both in size of the family and complexity of the operations—technology has become as critical to sustaining a family’s wealth and legacy as the people who operate it. Join the SEI team as we probe into key themes and best practices to consider for your next technology selection, as well as discuss how tech selections have evolved over the past several years and where they are trending for the future.
   
4:05 pm Break
   
4:15 pm Concurrent Technology Demonstrations:
TIFIN Give, SAGE Intacct, SEI, Vanilla
   
5:00 pm - 6:00 pm

Exhibit Reception
   

 
   
   
Thursday, September 12
   
8:00 am Breakfast, Registration and Exhibits Open
   
9:00 am

Welcome to the FOX Technology Showcase
   
9:15 am

Fi-Tek Wealth Solutions
Scaling as You Evolve – The Next Step After Spreadsheets

At what point does a sophisticated family office decide to move away from manual processes and basic software?  In this session, Fi-Tek Wealth Solutions will be reviewing case studies of common impetuses driving the change from legacy systems to comprehensive technology-enabled services. 

Case Study examples will include:

  • Family Tax management, including real time tax planning and real time viewing of beneficial ownership
  • Tax flow projections when making important financial decisions
  • Family office employee compensation changes (carried interest, profit shares, etc.) and fund launches
  • Data integrity/security, Confidentiality between family members, and limiting key person dependencies
  • Next Gen and succession planning
   
9:45 am

Break
   
10:00 am Concurrent Technology Demonstrations: 
Fi-Tek Wealth Solutions, Ledgex, SumIt
   
10:45 am Break
   
11:00 am Concurrent Technology Demonstrations:
Armanino, Deviate Consulting (open discussion), ETON Solutions
   
11:45 am Break
   
11:55 am - 12:30 pm

Closing Discussion - Technology Q&A 

Moderated by Kent Lawson, Chief Technology Officer, FOX