Managing Operational Risk in the Family Office - A One Day Workshop

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Windward Advisory Group announces a workshop focused on minimizing operational risk and improving operational workflows and effectiveness within Family Offices. One day only: December 5th 2012.

A targeted workshop will focus on the issues, processes and solutions to mitigate operational risk in the Family Office. Driven by the complexities of the financial and regulatory environment, risk aversion is a primary focus for the Family Office Manager. This workshop, on December 5th, 2012 in New York City, will provide managers with the tools to identify and minimize risks in operations and technology. In addition to covering the skills necessary to design, implement and continually monitor the most effective operational controls, special sessions will focus on technology issues including Excel usage, securing web-based communications and platform evaluation.

Presented by Windward Advisory Group, the family office operations and technology consultants, and Summitas, a powerful communications platform for Family offices and Advisors, this workshop is aimed at preparing the manager to address and prevent risks and inefficiencies.

Attendance is limited to provide an intimate and interactive session.
Registration: $950 ($850 for more than one attendee from the same organization)
The session has been approved for CPE credits by NASBA.

Contact: info(at)WindwardAdvsory(dot)com

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Elaine Spang
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