STEP Caribbean Conference

The STEP Caribbean Conference returns this year in Panama on 10-12 May 2023. Join us for this essential two-day conference where a line-up of industry experts will address the key themes to help you drive change in an uncertain world.

With a welcome reception the evening before the conference commences and a farewell gala dinner to close, this conference will give you the opportunity to mingle and network with peers from across the region and around the world.

We look forward to seeing you there!


Topics will include:

  • Insolvent trusts
  • Planning for the modern family
  • Environment Social Governance/Diversity and Inclusion in the trust world
  • Psychology of family governance
  • Practicalities of trustees holding digital assets
  • Economic substance/accounting records
  • Offense vs defense – protecting your client’s reputation across borders
  • Movement of trust structures
  • De-risking: The history, impact and unintended consequences to the Island Nations of the Caribbean
  • Privacy and transparency update

Plus breakout sessions:

  • Anti-Bartlett Clauses – staging interventions
  • US implementation of UBO registration & tax update
  • Jurisdictional spotlight on Italy
  • USA, Canada, UK – jurisdictional updates
  • LatAm – jurisdictional update
Speakers include
  • Kerry Anderson, Partner, O’Neal Webster
  • Rodrigo Castillo Cottin, Partner, Rimôn Law
  • Nadia Chiesa, Partner, WeirFoulds LLP
  • Brian Cohen TEP, Partner, Gowling WLG
  • Winston Connolly, Managing Partner, Chancery ESG Ltd
  • Wendy Delmar, Chief Executive Officer, Caribbean Association of Banks
  • Andrew De La Rosa, ICT Chambers
  • Allan Dunlavy, Partner, Schillings
  • Ashley Fife TEP, Counsel, Carey Olsen
  • Nick Jacob TEP, Partner, Forsters
  • Margaret O’Sullivan TEP, O’Sullivan Estate Lawyers
  • Stephen Pallister TEP, Partner, Wiggin Osborne Fullerlove
  • Gina Pereira, Managing Director, Meritus Trust Company Limited
  • Beatrice Puoti, Partner, Stephenson Harwood
  • Rosa Restrepo TEP, Partner, Arias, Fabrega & Fabrega
  • Shân Warnock-Smith TEP KC, 5 Stone Buildings/ICT Chambers
  • Zoe Wyatt, Partner & Head of Crypto & Digital Assets, Andersen LLP

View speaker biographies


Standard rate

  • Members: USD 1,499
  • Non-members: USD 1,699
  • One-day pass* (members and non-members): USD 500

Local rate

  • STEP Colombia | STEP Panama members: USD 1,000

*Hospitality pass for a one-day rate is an additional USD 250

Group rate
A discount of 10 per cent will be applied for bookings of four or more delegates (does not include day passes).

To reserve a room at the Hilton Panama please make your booking here

Thank you to our sponsors

Lanyard sponsor


Coffee break sponsor





Day starter sponsorship

Tote bag sponsor

Charging station sponsor


If you are interested in sponsoring this event, view the packages available here

Booking enquiries

For registration enquiries please contact [email protected]

For conference organisation enquires please email [email protected]