Warren Barhorst
Warren Barhorst
Managing Partner | Higginbotham |
Warren is a seasoned executive and entrepreneur with over 35 years of experience in risk management, insurance, financial services, distribution strategy and consulting. He founded Iscential, a Houston, Texas-based Risk Management, Insurance and Financial service firm in 1993, growing it into one of the largest independent firms in the state before partnering with Higginbotham in May of 2023.
Warren's competitive spirit fueled a successful collegiate football career, helped him quickly build a successful insurance practice and continues today as he leads the strategic vision for his team and repeatedly delivers enhanced, customized solutions for his clients.
Beyond insurance, Warren is a serial entrepreneur starting or investing in over 30 businesses and has served as a consultant to more than 125 companies—spanning startups to large corporations—where he helped with mergers and acquisitions, business valuation, process improvement, distribution strategy and training. He has authored two books: “Game Plan The Definitive Playbook for Starting or Growing Your Business” and “Game Plan: The Definitive Playbook for Selling in The Connection Culture,” which artfully demonstrate his ability to build relationships and drive success.
Tip: How to save time when creating multiple profile popups.
Create one popup that has the image, text format, animations, and interactions you want each personal profile popup to have. Copy and paste the popup and change the names of the pasted popup folders in the layers panel. Next, edit the text and replace the images in each popup folder. Once completed, each popup will have unique content but a consistent format. This is more efficient than making each popup from scratch.
Hover interactions allow you to reveal or hide folders, objects, or groups when the user hovers their mouse over your specified trigger.
In this template, when the user hovers over an image an opaque shape appears over the image. This hover interaction communicates that an additional interaction will be triggered when the user clicks on the image.
A team profile section can provide insightful information about individuals and their roles within a team or company.
Template - Team Profiles with Popups
1280px x 720px
To add a hover interaction, draw a hotspot over the area you want the user to hover. Select the hotspot and navigate to the Interaction tab in the Inspector Panel. Select “hover” as your trigger and specify the action, which can be: show, hide, show and stay visible, or hide and stay hidden. Finally, choose the folder, object, or group you want to reveal or hide.
Webinar Series
Regan O' Hara
Managing Partner Higginbotham
Facilitation Team Leader, Learning & Development
Higginbotham
Regan O' Hara
Facilitation Team Leader | Learning & Development
Higginbotham |
Regan O’Hara is a seasoned professional in Learning and Development, currently serving as the Facilitation Team Leader at Higginbotham. With seven years of industry experience, Regan has established a strong track record in helping to shape employee education departments for a range of organizations – from nimble technology startups to expansive organizations.
Regan graduated with honors classes from Texas A&M University in College Station, earning a degree in Human Resource Development with a focus on leadership development. During her time at A&M, Regan was a member of the Texas Aggie Dance Team, student assistant to the Director of Event Management, and heavily involved in the sports community in college station. This experience led to her career within corporate learning, inspired by her commitment to fostering effective communication and growth. This is further demonstrated by her certificates in Conflict Mediation and Virtual Facilitation of Adult Learners.
Through her career, Regan has played a role in designing and implementing educational opportunities for a variety of entities, including prominent Fortune 500 companies like Zoom and Unum, as well as other major organizations such as Grammarly, UKG Workforce, Monday.com, and PerfectQuote. More recently, Regan has been actively traveling across the United States delivering insights and strategies at Higginbotham seminars, conferences, and other professional development events.
Personally – Regan is wife and a dog mom to Maxi, the goldendoodle. She and her husband are big sports fans, and they are looking forward to all the fun that fall brings!
Warren Barhorst
Managing Your Total Family Balance Sheet
Speakers
Key Takeaways
Refresh your knowledge with a recap of the previous session on “Total Family Balance Sheet” at the 2025 Cowtown Business & Capital Summit and explore the concept of a new approach.
Gain clarity on off-balance-sheet risks, with a live Q&A featuring real-world examples across asset classes such as investment portfolios, real estate, private equity, and more.
Understand how managing Your Total Family Balance Sheet (TFBS) offers a structured framework for professionally managing all liability exposures.
Key Takeaways
Warren Barhorst
Warren is a seasoned executive and entrepreneur with over 35 years of experience in risk management, insurance, financial services, distribution strategy and consulting. He founded Iscential, a Houston, Texas-based Risk Management, Insurance and Financial service firm in 1993, growing it into one of the largest independent firms in the state before partnering with Higginbotham in May of 2023.
Warren's competitive spirit fueled a successful collegiate football career, helped him quickly build a successful insurance practice and continues today as he leads the strategic vision for his team and repeatedly delivers enhanced, customized solutions for his clients.
Beyond insurance, Warren is a serial entrepreneur starting or investing in over 30 businesses and has served as a consultant to more than 125 companies—spanning startups to large corporations—where he helped with mergers and acquisitions, business valuation, process improvement, distribution strategy and training. He has authored two books: “Game Plan The Definitive Playbook for Starting or Growing Your Business” and “Game Plan: The Definitive Playbook for Selling in The Connection Culture,” which artfully demonstrate his ability to build relationships and drive success.
Managing Partner | Higginbotham |
Navigating Family Office Models, Governance, and Trends
The spectrum of operating models and the buy-vs-build tradeoffs behind them
The role of governance and succession planning in sustaining continuity
The broader trends reshaping the family office landscape
Key Takeaways
Adam Lurie
Managing Director
RSM US LLP
Brad Bruce
Founder, Private Wealth + Family Office Advisory, mFORCE Capital
Speakers
Adam Lurie
Managing Director | RSM US LLP |
Adam uses his nearly 30 years of business advisory experience and decades of leadership in the information technology (IT) space to understand client situations, issues, and needs. Primarily advising family offices, their operating entities and investment structures, Adam is best known for speaking to clients in their own language—without jargon—and building relationships forged on trust and candor. As a hockey dad, Adam is also a mentor and RSM team-builder who is happy with an assist as his team is scoring a goal.
Meeting families where they are, Adam works on all aspects of creating a family office, professionalizing business practices, and developing management, leadership and growth priorities. These include generational lift-outs, family office readiness, as well as existing and new family office creation. Adam crafts business solutions by actively listening and seeking to understand, drawing on over 30 years of experience with clients, families and executives.
When engaged by a client, Adam starts by building the perfect RSM team that will seek to understand the client's situation and client needs. This strategy has helped Adam become a trusted advisor—who brings the full power of the firm to clients at the right time with the right people. His experience on all sides of a business—from client to partner to manufacturer—gives Adam a true 360-degree view of how an organization can and should operate in terms of cybersecurity, infrastructure and managed IT strategy. Throughout his career, Adam has advised clients and organizations at multiple levels on how strategic planning and assessment can empower them to compete and win better within their chosen marketplace.
When strategizing, planning and implementing solutions, Adam firmly believes in a “family/business objectives first” strategy because the quality of your skating doesn’t matter if you can’t get the puck past the goalie. Adam works closely with families to help them understand where they can improve, where their resources are going and how RSM’s proven consulting playbook can help them take advantage of opportunities.
Brad Bruce
Founder, Private Wealth + Family Office Advisory
mFORCE Capital |
After 33 years in the corporate wealth management industry, Brad started mForce Capital in 2021. At mFORCE, he has found the freedom and flexibility to serve his clients as they truly deserve. Brad is driven by his passion to deliver effective and relevant solutions, and he leads the mFORCE team in creating a family office like environment for his clients. He emphasizes Relationship and Client Experience in his approach to working with clients, which includes successful individuals, retirees, and multigenerational families.
Over his career, Brad has been committed to continual improvement as he has sought and attained several important professional credentials.He earned the designation of Certified Private Wealth Advisor®, which trained him on how to integrate solutions for our clients across all of their planning and investment needs. Brad achieved the Certified Exit Planning Advisor (CEPA®) designation specifically to work with business owners planning on succession and other exit strategies. As a Certified Investment Management Analyst® (CIMA®), Brad is qualified to manage investments for our institutional clients. In addition, he holds the Certified Plan Fiduciary Advisor (CPFA) designation which demonstrates an expertise in working with retirement plans.
Brad is licensed as a Life and Health Insurance Agent in Texas and also holds Series 7, 9, 10, 31, 63 and 65 FINRA registrations. He has received acknowledgement from Barron's Top 1200 Financial Advisors for the last 14 years. He has also been the Forbes "Best in State" Wealth Advisors as well as the Financial Times Top 400 Advisors. Locally, he has been recognized by Fort Worth, Inc, Fort Worth Business Press and the Fort Worth Chamber of Commerce.
He graduated from The University of Arkansas with a bachelor's degree in business administration, and along with his wife, Lori, he is active in the Fort Worth community. Brad has three children, that are attending college, so he is enjoying his "empty nest" with lots of golf and travel.
Warren Barhorst
Warren is a seasoned executive and entrepreneur with over 35 years of experience in risk management, insurance, financial services, distribution strategy and consulting. He founded Iscential, a Houston, Texas-based Risk Management, Insurance and Financial service firm in 1993, growing it into one of the largest independent firms in the state before partnering with Higginbotham in May of 2023.
Warren's competitive spirit fueled a successful collegiate football career, helped him quickly build a successful insurance practice and continues today as he leads the strategic vision for his team and repeatedly delivers enhanced, customized solutions for his clients.
Beyond insurance, Warren is a serial entrepreneur starting or investing in over 30 businesses and has served as a consultant to more than 125 companies—spanning startups to large corporations—where he helped with mergers and acquisitions, business valuation, process improvement, distribution strategy and training. He has authored two books: “Game Plan The Definitive Playbook for Starting or Growing Your Business” and “Game Plan: The Definitive Playbook for Selling in The Connection Culture,” which artfully demonstrate his ability to build relationships and drive success.
Managing Partner | Higginbotham |
Adam Lurie
Adam uses his nearly 30 years of business advisory experience and decades of leadership in the information technology (IT) space to understand client situations, issues, and needs. Primarily advising family offices, their operating entities and investment structures, Adam is best known for speaking to clients in their own language—without jargon—and building relationships forged on trust and candor. As a hockey dad, Adam is also a mentor and RSM team-builder who is happy with an assist as his team is scoring a goal.
Meeting families where they are, Adam works on all aspects of creating a family office, professionalizing business practices, and developing management, leadership and growth priorities. These include generational lift-outs, family office readiness, as well as existing and new family office creation. Adam crafts business solutions by actively listening and seeking to understand, drawing on over 30 years of experience with clients, families and executives.
When engaged by a client, Adam starts by building the perfect RSM team that will seek to understand the client's situation and client needs. This strategy has helped Adam become a trusted advisor—who brings the full power of the firm to clients at the right time with the right people. His experience on all sides of a business—from client to partner to manufacturer—gives Adam a true 360-degree view of how an organization can and should operate in terms of cybersecurity, infrastructure and managed IT strategy. Throughout his career, Adam has advised clients and organizations at multiple levels on how strategic planning and assessment can empower them to compete and win better within their chosen marketplace.
When strategizing, planning and implementing solutions, Adam firmly believes in a “family/business objectives first” strategy because the quality of your skating doesn’t matter if you can’t get the puck past the goalie. Adam works closely with families to help them understand where they can improve, where their resources are going and how RSM’s proven consulting playbook can help them take advantage of opportunities.
Managing Director | RSM US LLP |