FOX Technology Resource Partner Focus Group - Deviate Consulting - March 7, 2024
Overview
FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data management, outsource services, advisors and consultants, and managed service providers. FOX membership is invited to learn and take a deep dive into our Tech Partner platforms, solutions, and services.
Technology Selection and Implementation: An Open Discussion About Successes & Failures
Over the years we have been involved in successful and not so successful software searches and implementations. Candidly sharing our experiences about the factors that most greatly affected the outcome of these projects is how we can best help the FOX community in succeeding in these endeavors.
Agenda
Thursday, March 7, 2024 |
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| All times are listed in U.S. Central time. | |
| 1:30 pm | Welcome and remarks, followed by Q&A |
Speaker(s)
Erin Hulse
Founder, Deviate Consulting
Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on investment accounting, software consulting and selection for family offices, investment advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prominent in the industry.
Ms. Hulse began her career practicing tax accounting for Plante Moran in Chicago, IL. She spent five years at Bank of America in Chicago as a Senior Financial Analyst in the Global Principal Investing group working with BAML Capital Access Funds Management, LLC, a private equity fund of funds manager and advisor.
In 2010, Ms. Hulse joined Archway Technology Partners, now SEI Family Office Services, as a Manager of Professional Services where she focused on software implementations for some of the largest family offices in the country. While at Archway, she also held the position of Manager of Operations of Proteus, LLC, an investment advisory firm that operates an investment platform tailored to the unique needs of high net worth investors and private investment managers. In this role, Ms. Hulse led the startup of the operations of the fund, including investor and manager onboarding, due diligence, software testing and verification, and client relations. Ms. Hulse was also the Business Development Manager of Archway Finance and Operations, a privately held fund administration firm.
Ms. Hulse has been managing Deviate Consulting since August 2015, and is based in Indianapolis, IN. Ms. Hulse earned Bachelor of Science degrees in Accounting and Finance from the Kelley School of Business at Indiana University in Bloomington, IN.