Straight from the top – ‘Ask the Chair and CEO’

Helen-and-David‘Ask me anything’ online engagement events are increasingly being used by public personalities and organisations to offer direct responses to questions posed by fans, followers and, indeed, members. In the spirit of talking directly to our membership we, STEP worldwide Chair Hélène Anne Lewis, and CEO of the worldwide Secretariat David Harvey, are inviting you to put forward your questions so that we may answer them ourselves. We will be recording and releasing a global webcast of responses to your questions in September and aim to fill you in on what is happening in STEP, plans for the future, the Society’s role in the changing policy landscape and changes to our educational offerings.

In order to answer as many questions from as many members as possible, we ask that you limit your submissions to no more than three questions. Submit your question here using the subject line ‘Ask the Chair and CEO’. Submissions close on 31 August 2014.questions1

STEP is a professional body representing your qualifications, your fees, your commitment of time and your status as a professional in your field. So this is your opportunity to ask us what STEP is doing for you and your behalf.

Questions, anyone?

Why should you go to STEP’s inaugural Global Congress?

Hélène Anne Lewis

Hélène Anne Lewis

As Chair of STEP Worldwide I look forward to welcoming a large number of my fellow members to the inaugural STEP Global Congress

This event offers an opportunity for all STEP members from all 80 jurisdictions and all 105 branches and chapters to connect, share ideas and enlarge our personal networks.

Congress will serve as a platform for the discussion and development of the thought leadership that will drive the Society forward in the years ahead. It will offer superior technical learning in an environment geared towards productive and highly valuable networking opportunities for members across jurisdictions.

International political imperatives are proving to be enormously challenging to all professionals who practice in the wealth management and estate planning sector. The Global Congress therefore aims to offer a forum for interacting with the world’s foremost advocates for our professions. They have spent recent years interfacing with the European Parliament, EU Member States, the OECD, the FATF and the UK government in order to improve the implementation of measures aimed primarily at winning tax revenues for their constituencies; which so dramatically affect the business models and careers of STEP members around the world.

STEP’s Special Interest Groups, which now form an exciting part of our member service offering, will host several sessions on their separate specialisations and stage opportunities for recruiting new members while offering existing members the chance for face-to-face encounters — some for the first time. If you are passionate about an area of trust and estate practice covered by a Special Interest Group, I strongly encourage you to use the Global Congress as a chance to find out how you can benefit professionally and play a role shaping the field.congress

Our long-term objective is for the Congress to be firmly established as an important forum for STEP – held biannually and offering every worldwide member an opportunity to interact and be a part of the decision-making discussions that guide and inform STEP’s direction and policy.

What will you take away from Congress? I look forward to seeing you in Miami.