In response to the restrictions being implemented globally regarding entering and leaving jurisdictions, and the introduction of social distancing measures, a number of upcoming STEP events have been postponed or cancelled. You can find further details below and on the webpages for those events affected. Branches and regions organising events locally are taking their own decisions based on local considerations. Please watch out for communications from your branch, and check the Events Calendar for updates.
Below we have listed the major national or international conferences that have been affected. We will update this list regularly with the latest information:
- 16th Annual International Estate Planning Institute, 12-13 March, New York – postponed to 8-9 October 2020
- STEP Scotland Spring Conference, 17 March, Glasgow – postponed, new date TBA
- STEP South Africa Conference, 21-22 April, Cape Town – postponed, new date 20-21 April 2021
- STEP Caribbean Conference, 3-6 May, Panama – postponed, new date TBA
- STEP New Zealand Conference, 30 April-1 May – postponed, new date TBA
- 13th Annual STEP International Tax and Estate Planning Forum, 7-8 May, Santa Monica - postponed, new date TBA
- STEP Miami 11th Annual Summit, 15 May – now Miami Summit Series (5 web events)
- UK Annual Tax Series, multiple venues in May/June – now a virtual conference on 26 June 2020
- STEP Canada Conference, 11-12 June 2020 - cancelled, now 2020 Speaker Series web events (more info coming soon)
- STEP Israel Annual Conference, 16-17 June – postponed, new date TBA
- STEP Global Congress, - 7th - 8th July 2020 - postponed, new date 22-23 June 2021
- STEP Private Client Awards, 24 September – postponed, new date 9 December 2020
- STEP Latam Conference, 1-2 October - postponed, new date TBA
We will do our best to maintain our future events programme, but members are asked to be patient if events have to be cancelled or rescheduled at short notice.
Training and education
We recognise that many students are studying and preparing for exams, assessments and taught classes and may be concerned about what will happen. Please be reassured that, despite the current situation, students will continue to have the opportunity to access high-quality learning.
Face-to-face classes for all CLTi programmes will be moved to an online classroom until the end of 2020, and CLTi will continue to review the situation for courses after that date. Many students are already studying via an online classroom, so if you are currently enrolled on a face-to-face option, you will still receive the same engaging learning experience but will be able to study remotely. This flexible option means that you can still actively participate in group discussions and exercises and benefit from peer-to-peer learning, but from the comfort of your office or home. If you are unable to attend the online classroom for any reason, you will have access to a recording of an appropriate online class to watch at a time convenient to you.
Assessments will be run on the current published dates, however, given the current restrictions, all assessments will move to online submission as open-book, non-invigilated assessments during 2020. Students will be informed how this works for their specific assessment.
More details will be available to individual cohorts as classes, workshops and examinations approach and we work through the specific options in each location.
If you have any queries, please contact firstname.lastname@example.org
For Canadian students, because the Canadian education courses are all online, including exams and essay submission, you should not be affected.
Useful resources and links