Finance · CFOs and controllers
The Wire That Wasn't
A simple payment verification routine, and a clear picture of who can reach your finance email and banking.
Key: who has accessTue, Oct 2712:00 pm ETPlanned
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Free live Zoom workshops for family offices
Run the office with confidence.Without the stress.
Sixty minutes. One habit for the people and money you look after. Leave each workshop with a tool set up, in your own account and a workbook to keep, so you can use your tech in peace.
- Live on Zoom, with replay
- 60 minutes, 12:00 pm ET
- Free. No pitch in the room.
Built for the people who run family wealth, whatever the name on the door:
Family offices
Foundations
Venture and private funds
Capital markets managers
The CFOs, operators and IT leads behind them
How it works
Tech in peace
Knowledge is the key.
Every workshop hands you one key: who has access, whether your records will restore, and who is watching. We learn it together, set it up in your own accounts, and turn it into a habit your office keeps.
Step 1
Learn the tool live
See what it does, then set it up in your own account with help on screen.
Step 2
Make it a habit
A simple monthly routine your team will actually keep.
Step 3
Protect your time
Fewer surprises for the family, the board and the auditor.
Tech in peace
What to expect
Sixty minutes, one workbook, one next step
1
The habit, made plain
One true story, two current numbers, and three to five checks you do live in the workbook.
2
Your questions, answered
Twelve minutes of live Q&A. Bring the document the session names, like your last insurance application.
3
What good looks like monthly
How offices keep the check green every month, and a free Risk Snapshot if you want yours checked.
Upcoming workshops
Reserve your seat
Fifteen workshops, October to January. Each one stands on its own. Pick the role closest to yours, or join them all.
Planned schedule. Dates and titles are placeholders until registration opens. All sessions run 12:00 to 1:00 pm ET on Zoom, with a replay for everyone who registers.
Finance · CFOs and controllers
Renewal Ready
The questions your insurer asks at renewal, and the evidence folder that keeps every answer true all year.
Key: who is watchingThu, Oct 2912:00 pm ETPlanned
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Finance · CFOs and controllers
The Paper Trail
Map where your financial records live, set retention rules, and confirm your backups will actually restore them.
Key: records that restoreThu, Nov 512:00 pm ETPlanned
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Principals & leadership
The 15-Minute Monthly Briefing
The five numbers to review each month so you can answer the family or the board with confidence.
Key: who is watchingTue, Nov 1012:00 pm ETPlanned
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Principals & leadership
A Recovery Week, Rehearsed
A calm tabletop walk from day one to day seven: who decides, who calls whom, and how payroll still runs.
Key: records that restoreThu, Nov 1212:00 pm ETPlanned
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Principals & leadership
Win the Contract
The questions funders, partners and counterparties ask before they sign, and how to answer with proof.
Key: who has accessTue, Nov 1712:00 pm ETPlanned
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Compliance & risk
Evidence on Demand
Turn audit prep from weeks of scrambling into a standing evidence folder that fills itself each month.
Key: who is watchingThu, Nov 1912:00 pm ETPlanned
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Compliance & risk
Access Reviews That Pass
A quarterly access review your IT team can run and your examiner will accept. Every key accounted for.
Key: who has accessTue, Dec 112:00 pm ETPlanned
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Compliance & risk
Retention, Restoration and the Regulator
Line up your retention schedule, your backups and the notice clocks in one plan you can show.
Key: records that restoreThu, Dec 312:00 pm ETPlanned
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Operations
Joiners, Movers, Leavers
A same-day checklist for email, shared passwords, apps and devices, so access ends when the role does.
Key: who has accessTue, Dec 812:00 pm ETPlanned
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Operations
When Systems Go Dark
Rank your critical systems, set realistic recovery times, and plan the manual workarounds your team can run.
Key: records that restoreThu, Dec 1012:00 pm ETPlanned
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Operations
Vendor Oversight Made Simple
List the vendors who hold a key to your systems, ask five plain questions, and keep an eye on them over time.
Key: who is watchingTue, Dec 1512:00 pm ETPlanned
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Technology · IT leads
From Alert Overload to Clear Signal
Decide what to watch, what to automate, and where a partner adds after-hours coverage without replacing you.
Key: who is watchingTue, Jan 512:00 pm ETPlanned
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Technology · IT leads
Restore Test Day
A quarterly restore test routine and a report your leadership and insurer will accept.
Key: records that restoreThu, Jan 712:00 pm ETPlanned
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Technology · IT leads
Apple Fleet Identity
Standard user accounts, sign-in backed by MFA, FileVault, and offboarding that happens on its own. Jamf done right.
Key: who has accessTue, Jan 1212:00 pm ETPlanned
Reserve on Zoom
Registration opens soon. Check back for the Zoom link, or join the waitlist on the home page and we will send it to you.
After the workshop
Want yours checked? Book a free Risk Snapshot.
Every workshop ends with the same offer. In thirty minutes we look at your own office across the three keys and hand you a one-page scorecard. No report to buy and nothing to install.
If you would rather keep the checks green every month than redo them, we will show you what that looks like. That part is up to you.
The Risk Snapshot
- Length30 minutes
- CostFree
- You getOne-page scorecard
- CoversAccess, backups, monitoring
- BringYour last insurance application
Answers
Questions before you join
Who are these workshops for?
Family offices and the organizations that look like them: foundations, venture and private funds, capital markets managers, and the finance, operations, compliance and IT people who run them.
Do I need to be technical?
No. We go step by step in plain language. Confidence, not jargon.
What does it cost?
The workshops and the Risk Snapshot are free. There is no pitch during the session.
What should I bring?
Your laptop, Zoom, and the one document the session names when you register. For most sessions that is your last insurance application or your list of who has access to what.
Can my assistant or controller join with me?
Yes. People get the most out of it when the person who manages the calendar, the inbox or the books is in the room too.
I missed one. Is there a replay?
Yes. Everyone who registers gets the replay and the workbook within a day.
Your next key is waiting
Pick one session. Leave with one habit set up and working.
Reserve your seat