We at Lido Consulting Inc. have found that today, more than ever, family offices are looking for guidance from both external sources and their peers at other family offices. We have been seeing a very substantial increase in attendance at our various family office events as a result. As you know, our luncheon meetings are designed to provide the opportunity to network and learn from your peers as well as to hear about the latest cutting edge ideas from experts in the area of family office management.
The format for this meeting will consist of a networking reception which will lead into lunch. Following lunch, there will be one 30 minute presentation from our sponsor. We will end the luncheon with a family office directors peer-to-peer roundtable led by our founder, Greg Kushner and/or guest moderator. We hope you will be able to attend. Space is limited so please RSVP as soon as possible to hold your slot. There is no charge to attend. The meeting will adjourn no later than 2:00 pm.
Our meetings are strictly confidential and by invitation only. No lists of attendees are provided. Meetings are intended solely for the education of attendees and to provide a forum for individuals involved with the management of family offices to network with their peers and to share ideas. In addition, the presentation should qualify for one hour of continuing education credit for CPAs. If you know anyone that should be invited to the luncheon or have any suggested topics for future meetings please let us know. We look forward to seeing you there.
“Technology Implementation -
9 Pitfalls Your Team Can Avoid”
Dennis Mangalindan - Vice President
Mangalindan is the Vice President of Sales and Marketing at Archway
Technology Partners overseeing the sales and marketing teams. Dennis
began working in Silicon Valley for the technology industry back in 2000, while spending the last 11 years focused primarily on the high net worth marketplace. Prior to joining Archway in 2011, he worked at Financial Navigator as their Managing Director – Sales and Marketing. Dennis has a BS in Business Administration from San Jose State University.
About the Firm:
Archway Technology Partners (Archway) is a software company whose products support the accounting, investment management and reporting functions for Single Family Offices, Multi-Family Offices, Investment Advisors and Hedge Funds. Archway’s technology platform, ATWeb, is a comprehensive web-deployed application that enables clients to simplify the operations and reporting of their firm through a single software solution.
After an extensive search and vetting out countless vendors, you’ve finally made a technology decision and the ink is drying on the contracts. While many firms think the most difficult part is over, the reality is that the project is only beginning and now it’s time to implement. Undoubtedly, you have the right resources, a savvy team and a desire to get to work – but will your team be able to execute? A technology implementation can be a stressful time for a firm – day jobs are disrupted, vacations are postponed and decisions are put on hold. How can you alleviate some of the stress? What are some of the issues that you need to be aware of? We will address these questions as well as several others including:
· Budgeting : Did we factor in those additional costs?
· Resource Allocation: How can I complete this project and still handle my day job?
Join Dennis Mangalindan, Vice President of Business Development at Archway as we explore how family offices can successfully transition from legacy systems to new and improved technology while avoiding common implementation roadblocks.
1. Brexit: Long Term Investment Factors for Investors
2. Why and When Should a Family Office Consider Adopting a Board of Directors
3. Pre 2016 Year End and 2017 Tax Minimization Planning – Potential Legislation, Considerations, and Proactive Action Steps
About the Moderator:
Tim is a member of EisnerAmper’s Executive Committee and Tax Practice Policy Committee. Tim has nearly 30 years of experience in providing comprehensive tax planning and related investment, compensation, and financial planning services to family offices and their advisors, senior executives and board members of Fortune 100 publicly held companies, privately held business owners as well as celebrities, athletes and owners of professional sports teams.
Tim is a frequent conference speaker and commentator on Bloomberg, CNBC, Fox Business; and is editor-in-chief of EisnerAmper’s Wealth of Knowledge thought leadership publication.
Tim serves on the board of the Harlem Academy; is Board Chair of the Abingdon Theatre Company; the Corporate Development Committee of the Alliance for Lupus Research; and Chair of the Bishop McDevitt High School President’s Advisory Board. Tim graduated from Widener University with a B.S. in Business and M.S. in Taxation.
11:30 AM- Registration & Networking
12:00 PM- Lunch is Served
12:30 PM- “Technology Implementation - 9 Pitfalls Your Team Can Avoid”
1:00 PM- Family Office Directors Peer-to-Peer Rountable,
Moderated By Timothy Speiss, EisnerAmper
2:00 PM- Meeting adjourned
Please click on the logo to learn more about Archway Technology.
Tuesday, October 25, 2016 11:30 AM - 2:00 PMPacific Time
EisnerAmper LLPOne Market, Landmark, Suite 620San Francisco, California 94105USA
Lido Consulting, Inc. Events
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