Newsletter

October 2024

 

 

One last tax deadline ahead means that fall is here! In September, Deviate attended and sponsored the FOX Technology Selection Workshop and the 2024 FOX Technology Showcase in New Orleans. We endured our first hurricane during the conference but lived to tell about it. We had a wonderful time at the event and spent quality time with friends and colleagues. 

Upcoming Deviate Events 

October 9 – New York Deviate will be sponsoring a pre-conference happy hour in Midtown. Please reach out if you are interested in attending. Thank you to our co-sponsors Omega Systems,  Risclarity, and Sage Intacct. 

October 10 – New York – Deviate will be participating on a panel at the Ninth Family Wealth Report Family Office Fintech Summit 2024. We look forward to seeing friends and colleagues for a great event!  

In conjunction with the Fintech Summit on October 10th, Family Wealth Report would greatly appreciate your submission to their current conference feedback survey. Simply click here to participate.  

Check out our full list of events here:  Events | Deviate Consulting 

Deviate News 

The Deviate Consulting Vendor Demos page now has 47 vendors and counting! Access to the site is exclusive to family offices who are embarking on a new technology search. There is no cost for vendors or family offices to participate.  

Did you know that Deviate employs a diverse group of financial professionals across 13 states? We’ve never had a formal office and have always worked remotely. 

Featured Demo Partner – SumIt 

SumIt is a simple, sophisticated solution for complex family office accounting. A straightforward platform where family offices do more with less. 

October Tip: National Cyber Security Awareness Month 

If you are using ChatGPT or other AI platforms, be careful what data you are giving the system, especially if it pertains to sensitive information. If you do not use a cybersecurity firm, please reach out to us and we can provide you with a trusted resource.

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Newsletters

September 2024

    It’s September, already! With kids back to school and tax deadlines approaching, things are busy in the industry.  In August, Deviate attended and sponsored the FWA Summer Gathering: Elevating Women in Family Wealth as well as the FWA Operations Leader...

August 2024

    It’s August and we’ve been busy with travel this summer! In July, Deviate had the pleasure of sponsoring the FOX 2024 Family Office & Wealth Advisor Forum. They put us to work in Chicago and we covered the sessions which you can check out here in the...

July 2024

It’s July (already) and it’s been hot here in Indianapolis. Our travel and events are also heating up as we have a lot on the schedule this month once again! In June, Deviate had the pleasure of speaking on a panel at the Trusted Advisor Association TechX LA Summit,...

June 2024

  The 108th running of the Indianapolis 500 happened on Sunday, May 26th. The winner this year is Josef Newgarden who secured a back-to-back victory! What was the purse for the 2024 Indy 500? $4.24 million. Not bad for a Sunday!  Deviate attended the 2024 FOX...

May 2024

  It’s May in Indianapolis, which means the 108th running of the Indianapolis 500 on Sunday, May 26th. There are 33 engines that will roar to life at 12:45pm as the green flag is waved. May is an exciting time to be in Indianapolis as summer kicks off with this...

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