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2022 Fall Forum

18 Oct 2022 @ 4:00pm CDT
20 Oct 2022 @ 1:00pm CDT

Event Details

 

October 18-20, 2022 | Chicago 

Our world has changed. The motivations, interests, and expectations of both our clients and employees have evolved – but are we keeping up with them? We believe now is the time to pause and Rediscover who we serve, how we serve them, and most importantly, why we serve them.

In this spirit of curiosity and exploration, our 2022 Alliance Fall Forum will kick off with Going Places: an immersive networking reception followed by the 2022 Alliance Young Professionals Awards Dinner. The reception is a unique opportunity to network with fellow attendees and look at the world through fresh eyes. Be sure to show up on time: we will be raffling off all-inclusive excursions, including trips to South Africa, the Maldives, and Italy! The reception will be immediately followed by our 2022 Young Professionals Awards Dinner, recognizing our industry's under-40 rising stars. The evening has been generously sponsored by Haute Explore.

 

Welcome to The Family Wealth Alliance Fall Forum – we look forward to connecting you.

 

Who Should Attend?

  • Family Wealth Alliance members are allowed two complimentary seats at this event. You must login to register for this event as a member. If you need assistance  please reach out to Emily at emily@fwalliance.com
  • Non-members are welcome to attend for $2,995; $1,750 for Family Wealth Executives. The Family Wealth Alliance defines a Family Wealth Executive to be any individual employed by an MFO, SFO, RIA, Ext. CIO, trust company, law or accounting firm that offers family office services to private clients.

 

Fall Forum registration INCLUDES the 2022 Young Professionals Awards Dinner and Immersive Networking Experience. Please note that registration is required and subject to approval by The Family Wealth Alliance.

 

To view the Event Policies and Attendee Release Agreement, please click here

If you are interested in becoming a member, please contact info@fwalliance.com for more information.

Thank you to our co-chairs for helping design an inspiring event!

 

Lynne Born

Aspiriant

 

     

Scott Savage

SJS Investment Services

 


Randy Webb

Brown Advisory

 

 

 

Kristen Bauer

Laird Norton

 

Agenda

Tuesday, October 18

4:00pm  

Registration opens 

4:30pm

Going Places: An Immersive Networking Reception

 

Location: President's Room (2nd Floor)

6:30pm

Young Professionals Award Dinner

 

sponsored by Haute Explore

 

Wednesday, October 19

7:30am

Registration & Breakfast

8:45am

Opening Remarks

9:15am

Session details coming soon 

10:05am

Break

10:20am

Session details coming soon 

11:10am  

Session details coming soon 

12:00pm

Networking Lunch

1:30pm

Alliance Updates, Research Findings, and Outlook

2:20pm

Session details coming soon 

3:10pm

Peer-to-Peer Perspectives

 

Peer-to-Peer Perspectives are peer group conversations that allow attendees to dig into the questions and issues that matter most to them. Join your assigned small group of peers to share insights and explore new possibilities. Table assignments are located on the back of your name badge.

4:00pm

Day One Sessions Conclude

5:00pm

Networking Reception

 

All attendees are welcome to join us at this networking reception.

6:30 pm

Dine-Arounds (by invitation only)

Depart by private coach to private pre-assigned dinners hosted by Alliance Strategic Partners. Table assignments are located on the back of your name badge.

 

Thursday, October 20

8:00am

Breakfast

9:00am

Session details coming soon 

9:10am

Session details coming soon 

10:00am

Break 

10:15am  

Session details coming soon 

11:05am

Session details coming soon 

12:00pm

Closing Remarks & Networking Lunch

1:30pm

Conference Concludes.

 

Speakers, sessions and times subject to change. 

 

Continuing Education

 

CFP® certification: This program will be submitted to the CFP Board for review. The Alliance will report attendance on your behalf to the CFP Board approximately two weeks after the event. The required fields on the signature sheet for each session must be complete and accurate to obtain credit.

CPE® certification: The Family Wealth Alliance is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Attendees must sign-in and stay the entire session to obtain credit for each qualified session. All qualified sessions meet the following requirements:

Knowledge Level: Entry

Prerequisites: None

Advance Preparation: None

Delivery Method: Live

Who Should Attend: Family wealth executives seeking insights into private client issues

Refund policy: Partial refunds of payment will be offered if the cancellation is made in writing to The Family Wealth Alliance, info@fwalliance.com, five (5) or more business days prior to the start of the event. For more information regarding complaints or administrative policies, please call 312-248-8820.

Additional information will be listed under each session in the agenda.

 

Information coming soon.

Thank you to our Strategic Partners for co-hosting this event. 

 

PLATINUM

 

 

PREMIER

 

 

EXECUTIVE 

 

The 2022 Alliance Fall Forum will begin with Going Places, an evening of discovery and exploration kicked off by an immersive networking experience and followed by the 2022 Young Professionals Awards Dinner. The 2022 Young Professionals Awards honor the industry's under-40 rising stars who have demonstrated success in their careers and made significant contributions to the industry. Access to Going Places is included in Fall Forum admission.

Prior to the dinner, attendees will have the opportunity to connect and network with each other and explore exciting travel opportunities targeted to UHNW clients. 

 

To add to the celebration, the following amazing travel prizes will be raffled off to event attendees:

  • 8-day trip to South Africa, including:
  • 6-night stay at the Heritance Aarah in The Maldives, including:
    • All food and beverage
    • Complimentary sunset cruise, night fishing excursion, dolphin cruise, and sunrise cruise
    • Cocktail-making master class
    • Introductory scuba dive
    • And much more!
  • 8-night stay in Italy at Due Torri Hotels:

 

Going Places is sponsored by Haute Explore.

The Fall Forum will take place at the Union League Club of Chicago. Outlined below is more information on the location, room block, and dress code. 

 

The Union League Club of Chicago
65 W. Jackson Blvd.
Chicago, Illinois 60604
USA

312.427.7800

 

Dress Code: The dress code for this event is business casual

 

Room Reservations Detail: 

  • All reservations must be made by September 26, 2022. The room block may be filled before that date so we encourage attendees to book as soon as possible.
  • Reservations can be made by either contacting the Club via email or by phone, Be sure to mention the FWA 2022 Fall Forum to receive the negotiated rate. Guests can either email: clubservices@ulcc.org or call: 1.800.443.0578 to make their reservation.
  • Rate:  $249.00 + 20% for a standard king or $269 per room + 20% per night surcharge for a double queen or $289 for a deluxe king.  There are a limited number of rooms available in each category.
  • Billing:  Guests pay all charges. Credit card must be provided with reservation.
  • Cancellation Policy: Guests have until 3.00pm prior to arrival date to cancel without penalty. Late cancel / No Show charge: one night's rate.
  • Check in time: 3.00pm. Check out time: 12.00pm. Early check-in is not guaranteed.

 

Amenities:
The following additional benefits/services are available to your guests during their stay:

  • Complimentary wireless internet throughout the building
  • Complimentary state-of-the-art Fitness Center
  • Complimentary 24-hour Business Center with 5 private offices
  • Complimentary Coat Check
  • Two Restaurants
  • On-site Lounge (Rendezvous hours will extend to 10pm 10/17-10/19, 2022)
  • Discounted Parking (validated at the Front Desk for overnight guests)
Ticket Name Sale Ends Price Quantity
Fall Forum: All-inclusive, Family Wealth Executive 18 Oct 2022 $1750.00
Fall Forum: All-inclusive, Solution Provider 18 Oct 2022 $2995.00
Click here to enter your promotional code

18 Oct 2022 @ 4:00pm CDT
20 Oct 2022 @ 1:00pm CDT

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  • 65 W Jackson Blvd, Chicago, IL 60604, USA
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