FOX Technology Resource Partner Focus Group - SumIt
Overview
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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.
About SumIt
SumIt simplifies family office accounting with a multi-entity general ledger that consolidates financials with a few clicks. In this webcast, we'll cover what the technology landscape looks like and how innovative solutions have changed the game for family offices. We'll then dive into the last piece of the puzzle that's being disrupted: the general ledger.
Agenda
Thursday, September 5, 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)
Alexandre Lin
Co-founder & CEO, SumIt
Alexandre is the co-founder and CEO of SumIt, an accounting software focused on the needs of family offices and high net worth individuals. Alex is gen 2 and led the carve out of his family office from the family real estate business while also working as a management consultant. Alexandre holds an MBA from the University of Chicago School of Business and a Masters in Management from the London Business School.