- Executive Team
The Executive Team implement STEP’s strategic development and administration
Mark joined STEP as Chief Executive in January 2019. Prior to joining STEP, Mark worked as Managing Director, EMEA at the Royal Institution of Chartered Surveyors (RICS) where he was responsible for ensuring growth in the EMEA region and led on the organisation's development of global sales, marketing and customer service strategies. Prior to this, Mark was Director of Corporate Development for the ifs School of Finance, responsible for the take-up of its professional qualifications and executive education programmes and before that he was Regional Director EMEA for Cohen Brown Management Group. He started his career with Barclays where he spent 25 years, the latter part as Sales Director and then Chief Operating Officer of Barclays Wealth’s International Personal and Premier Banking Division. He holds a BSc (Hons) in Banking and Finance and is a Fellow of the Institute of Directors.
Chief Operating Officer
Jim is a Fellow of the Association of Chartered Certified Accountants. Jim has worked in many finance functions over the last 25 years from financial accountant to director of finance.
Jim’s main responsibilities as COO are finance, governance, facilities, HR/People, membership operations, business change, data protection and IT strategy & infrastructure.
Director of Profession
Simon leads on standards for the profession, thought leadership and policy; developing, implementing and promoting STEP’s professional and educational standards and public policy. Simon has extensive experience in policy development, having been Head of Public Policy at Citigate Dewe Rogerson, a Senior Manager in HSBC’s Public Policy team and having spent ten years at HM Treasury in various policy roles, including as Head of the Special Advisers Unit between 2008 and 2010.
Director of Communications
Louise leads the Communications Directorate. The team looks after all press and media activity, and all of STEP's communications channels and content across print and digital platforms, including the STEP Journal andTrust Quarterly Review, the website, enewsletters (including the Industry News Digests and Membership Newsletter), and social media channels. Louise leads on development and delivery of internal and external communications strategies across all channels, and holds overall responsibility for brand integrity.
Louise has extensive experience across publishing and communications and is a member of the Chartered Institute of Public Relations.
- Department Contacts
Academic Community: email@example.com
STEP Academic Community queries.
STEP Journal, Trust Quarterly Review, News Digests, and annual STEP Directory and Yearbook.
Employer Partnership Programme queries.
Conferences, seminars and workshops.
Invoicing, subscription renewals, expenses, and all other finance queries.
Elections, by-laws, and branch/chapter regulations.
Informed Trustee: firstname.lastname@example.org
The Informed Trustee / Charity Trustee Training queries.
Use of the STEP brand and logo
Your membership, (re)joining, upgrading, fees and benefits.
Policy and technical: email@example.com
Technical queries, responses to government consultations, opinion or explanation on members’ views and expertise.
Press and Media: firstname.lastname@example.org
Media comment, press queries, branch media support.
Professional Development: email@example.com
Qualifications and Continuing Professional Development (CPD).
Professional Standards: firstname.lastname@example.org
Codes of Professional Conduct, complaints and disciplinary processes.
Special Interest Groups: email@example.com
Register, propose a new SIG or a regional sub-group, SIG-related events.
Web and Technical Support: firstname.lastname@example.org
Website and online resources.
Web Events: webEvents@step.org
Webcasts and webinars.
- Regional Staff
STEP has regional offices and staff around the world that provide administration and support for local branches and regions. Contact details for these are below.
Regional Membership Services Coordinator
c/o HLB Mann Judd (NSW) Pty Ltd, Level 19, 207 Kent Street
Sydney NSW, 2000, Australia
T: +61 4 2117 6063
Montague Sterling Centre, Floor 2
PO Box N-1764
T: +1 242 394 6600
F: +1 242 393 7712
45 Sheppard Avenue East
Suite 510 Toronto
Ontario M2N 5W9
T: +1 416 491 4949
Toll Free: +1 877 991 4949
F: +1 416 491 9499
Chief Operating Officer
Director of Business Development
Member Services Team Lead
Maria Cherrie Fresco
Member Services Administrator
Quebec Membership Development Consultant
Branch Support Executive
Andrea Dudley-Owen and Sarah Barsby
St Helena Les Nouettes
Forest, GY8 0ED Guernsey
STEP Hong Kong
STEP HK Ltd PO Box 8486
General Post Office Hong Kong
PO Box 269
Jersey, JE4 8TN
T: +44 (0)1534 876513
F: +44 (0)1534 878509
Organizational Development / Public Relations
STEP New South Wales
STEP New York
T: +1 206 524 0136
c/o Intellitrain Pte Ltd, Level 3
146 Robinson Road
T: +65 31287781
F: +65 31287781 ext: 6
Director, Business & Membership Development
T: +1 201 320 5078
(representing STEP Lucerne/Zug, Lugano, Vaduz and Zurich)
CH - 6300 Zug / Switzerland
T: +41 (0) 41 727 0527
F: +41 (0) 41 727 0521
Monthly lunch meetings, events, courses, administration
Accounting, treasury, member records, administration, subscriptions
STEP West of England
c/o Woodwater House
T: +44 (0)1392 688688
F: +44 (0)1392 360563
- Training Provider
Contact STEP’s training provider, CLT International, for details about STEP qualifications, to enquire about possible exemptions, to enrol on a STEP qualification or to ask about programme results.
52-54 Victoria Road
Tel: +44 (0)121 362 7733
Fax: +44 121 362 7510
- Frequently Asked Questions
Below are answers to some common questions that we receive. If you see your question below, please use the contact details provided to get in touch with the right person or team.
How do I join STEP?
Whatever your training or experience, we have a membership category that’s right for you. Find out more information
How can STEP support me in my career?
Membership will help you to showcase your professional expertise, enhance your skills and update your knowledge, network with other professionals and keep up-to-date with industry developments. Learn more about the benefits of membership
Can you give me advice about family inheritance and succession planning?
STEP office staff are not trust and estate professionals and so cannot provide legal advice. For advice, you would need to contact one of our Members. You can search the STEP Member Directory to find a Member in your local area, city or country or geographic region.
Where can I learn more about STEP qualifications?
You can learn more through the Qualifications page on our website or, by contacting STEP's training providers, Central Law Training International (CLTI), who run all STEP Certificate and Diploma courses, on +44 (0)121 362 7733 or email@example.com.
I was a Full STEP Member but allowed my membership to lapse. Can I re-join?
Yes. To rejoin you will need to complete and return the rejoining form along with a current resume/CV. STEP also requires any outstanding payment from the year your membership lapsed, payment for the current year and a rejoining administration fee. Contact the STEP office at firstname.lastname@example.org or +44 (0)20 3752 3700 to discuss your outstanding fee payment.
What is the cost to join, re-join or upgrade my membership?
Annual membership, upgrade, joining and administration fees can be found in fees and subscriptions. Fees may vary by STEP Branch as some include a Branch Levy and/or Administration Fee. Contact the STEP office at email@example.com or +44 (0)20 3752 3700 to discuss your outstanding fee payment.
How do I pay my annual membership fee?
Invoices for subscription renewals are posted in February with payment due on 1 April. Members in most regions can pay online through a link included on their invoice. Payment can also be made by BACS or by posting a cheque to the STEP Office. Contact firstname.lastname@example.org for assistance.
I’ve forgotten my login details. Can they be reissued?
Yes. If you know your username you can enter it here to receive a password reminder. If you’ve forgotten your username, e-mail email@example.com for a username and password reminder.
How do I update my contact details and/or mailing preferences?
To update your details, log into the website, amend your details and click ‘Save’. From here you can also update your mailing preferences, username/password, and expertise listing through the applicable tabs.
Why have I stopped receiving correspondence from STEP and/or your publications?
It’s possible you opted out of receiving email or mailings from STEP or that your contact details are out of date. Please verify your details and preferences by logging in to your account. If all appears fine or you cannot log in, your membership may have been terminated or suspended. Contact firstname.lastname@example.org for assistance.
I’ve moved to a new town/city. How can I change my STEP Chapter or Branch affiliation?
You cannot change your chapter/branch affiliation through the web. Contact email@example.com or +44 (0)20 3752 3700 for assistance.
Who should I speak to regarding my Continuing Professional Development (CPD) requirement?
You can review STEP's CPD Policy and access free CPD Resources through the CPD Centre. If you have any further questions about CPD, please email firstname.lastname@example.org
I am a member and want to get involved. Are there opportunities and what are the benefits?
Yes, there are many ways to get involved – either at a local, national or an international level and you can learn more about it here. Volunteering will enable you to improve your skill-set, boost your career, have a say in STEP’s future and influence policy.
I’m a Full Member/TEP. How can I get a copy of the STEP logo?
You can obtain a copy of the STEP logo to use on business cards, a website or in promotional materials. Rules for usage apply. Visit our Brand Toolkit page, or email email@example.com.
I don’t see the answer to my question in this list. Who should I contact?
Please email firstname.lastname@example.org. We aim to respond to your query within two working days.