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DTSTART;TZID=America/New_York:20260916T130000
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SUMMARY:AI Foundations (Cohort 2) — forming now\, three sessions from September
DESCRIPTION:A guided peer program for family offices ready to bring AI into operations. Eight offices\, one participant each\, delivered with Tania Neild of InfoGrate. \n1 — Where to start. Which tools are realistic for an office like yours\, and where the security line actually sits.\n2 — Your first use case. One real use case built live\, two ways: bought versus built.\n3 — Into the office. Who signs it off\, what your principal wants\, what happens when it meets the team. \nEach session opens with a framework from InfoGrate\, then the room talks. Chatham House Rules. For people using AI personally but not yet operationally. \nDates: first session the week of 14 September\, midweek afternoon ET\, 60 minutes. We fix all three with the eight people joining\, so you’ll get options first. \nAny questions please contact: adriana@fotechhub.com
URL:https://fotechhub.com/event/fotechhub-com-event-ai-foundations-cohort-2/
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DTSTART;TZID=America/New_York:20260917T160000
DTEND;TZID=America/New_York:20260917T170000
DTSTAMP:20260821T150330Z
CREATED:20260811T071435Z
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SUMMARY:Building Your Own Family Office ERP - Live Demo & Q&A
DESCRIPTION:What happens when an accounting manager teaches himself to code? Jake Davy of Financial Investments Corporation built FOS — a custom internal ERP that pulls data from multiple systems (in his case Sage and Black Diamond) into one place and generates fully tailored reporting for a ~$6B\, fourth-generation family office. In this private\, hands-on session\, he’ll walk through the system live: the architecture\, the reporting that finally does exactly what the family wants\, how he uses Claude Code to build and maintain it\, and how he keeps it secure as the sole developer. Whatever systems your office runs on\, if you’ve ever wanted your data and reporting to work your way instead of the software’s\, come see what’s possible — and bring your questions. \n\nThe build journey: Excel/QuickBooks → Sage → custom ERP.\nWhy they passed on buying more systems and decided to build.\nUsing Claude Code to build and maintain it. Handling security with a lean team & external IT.\nThe payoff.\n\nWho is it for: Family office peers with the same manual pain (journal entries\, reconciliations\, ad hoc reporting) or weighing build vs. buy. Especially concrete for Sage users\, but the themes land on any stack. \nHow to Attend: Fill out the ‘Request to join’ form and we will add you to the calendar invite with a link to join.
URL:https://fotechhub.com/event/build-your-own-erp/
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DTSTART;TZID=America/New_York:20260924T140000
DTEND;TZID=America/New_York:20260924T144500
DTSTAMP:20260823T121551Z
CREATED:20260821T132250Z
LAST-MODIFIED:20260823T121551Z
UID:10000005-1790258400-1790261100@fotechhub.com
SUMMARY:Tech-NEW-logy Insider: Eleven Systems
DESCRIPTION:How can family offices better manage multiple properties\, valuable assets\, travel\, financial information and the day-to-day complexity surrounding a family? Phil Strassler interviews Eleven Systems founder and CEO Austin Lowery about the problems Eleven was built to solve\, his founder journey and where he sees family office technology heading. \nBackground: See Eleven’s profile here → \nHow to Attend: Fill out the ‘Enroll form” – you will be added to the attendee list and sent a confirmation email with a calendar invite and your personal link to join.
URL:https://fotechhub.com/event/tech-new-logy-insider-eleven-systems/
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DTSTART;TZID=America/New_York:20261118T120000
DTEND;TZID=America/New_York:20261119T150000
DTSTAMP:20260823T125455Z
CREATED:20260811T114851Z
LAST-MODIFIED:20260823T125455Z
UID:10000002-1795003200-1795100400@fotechhub.com
SUMMARY:FOTechHub Annual Conference 2026
DESCRIPTION:How are leading family offices modernising their systems\, improving operations and responding to the changes reshaping the industry? Our flagship virtual conference brings together experienced family office professionals\, independent experts and technology innovators to share what is working\, what they are learning and where they are heading next. With no sponsored content or pay-to-play panels\, the programme is built around real experience and unbiased discussion—covering the technology and operational challenges that matter most today. Join a senior community of family office professionals\, explore practical ideas you can apply within your own office and bring your questions. Registration is complimentary for family offices and their advisors. \nDay 1: 12:00 – 4:00pm ET \nDay 2: 12:00 – 3:00pm ET
URL:https://fotechhub.com/event/fotechhub-annual-conference-2026/
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