Northeast Technology Regional Summit
Overview
The FOX Technology Regionals feature Technology Resource Partners presenting directly to the FOX membership. Join us in any or all of five different regions to hear from a variety of technology solutions in a combination of areas such as philanthropy, investing, accounting and more.
FOX resource partners will showcase a combination of Thought Leadership Presentations, Panel Discussions, and Solution Demonstrations to give members a thorough and current understanding of the many advancements available to optimize their offices.
Hosted by RSM
Agenda
The following technology providers will be presenting and providing a demo of their platform:
Seven technology vendors will be presenting for one hour each.
Breakfast and lunch will be provided.
Sponsor and Host Information
Sponsors
Our sponsor for the Northeast Regional Technology Summit is RSM.
FAQs
FOX Northeast Technology Regional Summit Frequently Asked Questions
How many vendors will I have an opportunity to meet during the event?
Each technology regional summit will have six technology providers speaking for one hour each.
Will breakfast and lunch be available?
Yes. Our hosts will be providing breakfast and lunch for all attendees.
Are there other technology regional events scheduled?
Technology regional summits will be held in the following: Midwest, Northeast, South, Southwest and West.
Host
Thank You to Our host
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Assurance, tax and consulting services for middle market leaders, in their New York City office which is located in the Times Square area. |
Technology Presenters
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BILL (NYSE: BILL) is a leading financial operations platform for small and midsize businesses (SMBs). As a champion of SMBs, we are automating the future of finance so businesses can thrive. Our integrated platform helps businesses to more efficiently control their payables, receivables and spend and expense management. Hundreds of thousands of businesses rely on BILL’s proprietary member network of millions to pay or get paid faster... Learn More |
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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 |
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KnowLedger is a middleware SaaS solution that provides automation of the Investment Book of Records (portfolio accounting and investment reporting solutions) into the Accounting Book of Records (ERP/GL solutions)... Learn More |
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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 |
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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 |
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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... Learn More |