Panel Session: Family Office innovation: What should be on the agenda for forward-looking families?

2pm – 2.50pm AEDT, 23 October 2025 ‐ 50 mins

Session

Family office innovation is not confined purely to technology, although that is high on the list. Transformation can cover operational and leadership strategies that position the family office for future success and growth. We will discuss:

• AI, technology and cybersecurity initiatives that should be at the forefront of planning
• Financial management: managing in-house affairs effectively and how best to use external advisers
• Emerging models: transforming from single office into either multi-family entities, asset management operations or other investment structures involving an anchor family or additional funding
• Next-gen leadership, stewardship, risk and governance approaches you should consider.

Casey Harris, Relationship Executive, Harris Capital

Speakers

Casey Harris

Relationship Executive, Harris Capital

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Seri Renkin OAM

Co-Founder, The Dea Network

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Casey Harris

Relationship Executive, Harris Capital

Casey is an author, motivational speaker, and Executive of Relationships at Harris Capital, where she manages key partnerships and purpose-driven initiatives.

She is also the Founder of La Folie, Australia’s first national aerial competition and a not-for-profit platform that supports emerging aerialists through providing performance opportunities, creative grants, and cash prizes.

'From teen mum and bricklayer to business owner and speaker, my journey has been anything but conventional. I’ve built and sold two successful companies, written Girls Don’t Lay Bricks, and now focus on empowering others through storytelling, mentorship, and community impact', she says. 

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Seri Renkin OAM

Co-Founder, The Dea Network

Seri is a seasoned executive, non-executive director, and changemaker with over 20 years’ experience across social finance, venture philanthropy, and impact investing. She has held numerous leadership roles, including as Head of Social Investment for one of Australia’s largest private trusts, CEO of the ten20 Foundation, and Founding Director of Social Ventures Australia’s Melbourne office. In 2020, she was awarded the Order of Australia medal for her service to communities and non-profit organisations.