2017 STEP Founder’s Awards recipients announced

Monday, 4 December, 2017

STEP is delighted to announce the STEP Founder’s Awards for 2017. The Awards are given to members who have made ‘an exceptional and outstanding long-term contribution to the Society above and beyond that normally expected of a member, through office in their branch, or elsewhere in the voluntary life of the Society’.

Congratulations to the 2017 recipients, who are:

David BarnesDavid Barnes TEP – STEP Disciplinary Panel.
David joined the Disciplinary Panel in August 2006, and his quiet enthusiasm and approachable manner is valued by both staff and fellow committee members. His experience and understanding of practice and ethical issues enabled him to become an effective Chair of the Investigation Sub-Committee, reviewing documentation and drafting reports to ensure STEP's standards are maintained. David gives his time readily, and is always willing to embrace the ever-changing framework of the field of complaints.

Rod GendersRod Genders TEP – STEP Digital Assets Special Interest Group.
Rod founded the STEP Digital Assets Special Interest Group (formerly the Digital Assets Working Group), which he chaired for many years. Rod’s leadership, single-minded focus, and tireless work ethic were instrumental in establishing the SIG, and due to his foresight and perseverance, STEP has been able to establish itself as a thought leader in an emerging and increasingly important area of trust and estates law. Mindful of the ever-changing technology environment, Rod guided the Group to offer information on cybersecurity, electronic signatures, and cryptocurrency.

no picJohn Glasson TEP – STEP British Virgin Islands (BVI).
John has done some tremendous work for STEP BVI over decades. This has included assisting the branch’s trust and succession law review committee in advising on the Virgin Islands Special Trusts Act (VISTA) legislation.

He also advised on other 2003 trust law reforms, especially those relating to conflicts of law and dealings with third parties. This has all been done voluntarily, showing devotion well beyond the call of duty.

Tim GrieveTim Grieve TEP – STEP Ottawa.
Tim has been an outstanding member and contributor to STEP Canada since its inception in 1998. He was one of the first Chairs of STEP Ottawa, became Chair of the STEP Canada National Board, and will soon become a Council member of STEP Worldwide. At STEP Ottawa, Tim encouraged local Experienced Practitioners to join, actively promoted the TEP designation, and saw through many drafts of governance reform. During his tenure as Chair, STEP Canada's education programmes were expanded to include one-day courses, national webcasts, development of the CETA (Certificate in Estate and Trust Administration), the translation and adaptation of the Diploma Programme into French, and the promotion of the Diploma Programme. He did much to raise STEP’s profile across the country, via the press, exhibiting at industry-related conferences and implementing law school awards.

Joseph KelloggJoseph Kellogg TEP – STEP Miami.
A STEP member for over 15 years, Joseph has been instrumental in the growth of the Miami branch, which he chaired for three years and represented on the board of STEP USA. In addition to STEP Miami, which is now the second largest in the US, he was closely involved in the formation and growth of chapters and branches in other parts of Florida and in Latin America. Well-known at STEP thanks to his consistent involvement and long-lasting relationships with other STEP members, Joseph has been active in planning STEP conferences, serving on the planning committees for all eight years of the STEP Miami Summit, and all seven of STEP LatAm. He also served on the planning committees for the STEP Caribbean Conference and the 2016 STEP Global Congress.

Randall KrebsRandall Krebs TEP – STEP Bermuda.
Randall's appreciation of business legal issues, in addition to his considerable experience, has been extremely valuable for his branch. A regular speaker at STEP and other events, he has conducted numerous educational programmes for trust companies, lawyers and accountants. During his time as Chair, Randall oversaw many key initiatives to strengthen the branch, including implementing the Technical and Governance committees, and developing the STEP Bermuda Conference into an international event.

Christopher LintottChristopher Lintott TEP – STEP City of London.
Chris’s huge contribution to STEP includes decades of service as a STEP City of London branch committee member (which he chaired), serving as STEP’s Council Member for England and Wales, and leading the Business Families Global Special Interest Group. Chris has also made a significant input into the wider trusts and estate world in London, as well as in international practice. Prior to his recent retirement from the STEP City committee, one of his key concerns was to promote opportunities for the next generation, and ensure a place for new committee members bringing fresh ideas and enthusiasm.

Arthur MaysonArthur Mayson TEP – STEP Disciplinary Panel.
Arthur joined STEP in 1995 and despite retiring, has remained active in STEP circles ever since. He served on the Qualified Practitioner Committee until 2012 and joined the Disciplinary Panel in 2005.

His experience and understanding of practice and ethical issues has enabled him to become an effective Chair of the Investigation Sub-Committee, ensuring that STEP's standards are always maintained.

Keith MossKeith Moss TEP – STEP Disciplinary Panel.
Keith is Chair of the Disciplinary Panel and also serves on the Membership and Professional Standards Committees. A member since 1999, he was active on the Qualified Practitioner Committee until 2010. Following a career in international banking, his knowledge of business and people has proved invaluable in the understanding of complex complaints, and Keith works tirelessly on behalf of STEP to ensure its reputation is upheld. Fellow committee members applaud his pragmatic approach and common sense, and find him consistently open and fair.

Johanna NiegelJohanna Niegel TEP – STEP Vaduz Centre.
Johanna chairs the Liechtenstein committee, which she first joined in 2004. She has served as a student liaison officer with extraordinary enthusiasm and competency and dedication, and is consistently reliable and trustworthy.

She is a bulwark of the Swiss and Liechtenstein STEP Federation, always listening and offering constructive ideas for key events, including the annual conference and other key STEP-related matters.

John PoyserJohn Poyser TEP – STEP Winnipeg.
John Poyser was a founding member of STEP Winnipeg and a former branch chair. He worked tirelessly during his term to increase the branch’s profile by advertising a list of attendees at each session in the Winnipeg Free Press. The membership grew substantially during John's tenure, and he continues to support the branch and other STEP Canada branches through frequent presentations on a number of topics. John sat on the board of STEP Canada for many years and also served on STEP’s Worldwide Council, providing a strong link between STEP Worldwide and STEP Canada.

Richard WilliamsRichard Williams TEP – STEP Queensland.
A member of STEP in both the UK and Australia for over 20 years, Richard has made significant contributions at local, national and international levels. During his tenure as Chair of STEP Australia, he established the STEP Australia website and technical resources library, and the pathways to membership. He edited the STEP publication, A Practical Guide to the Transfer of Trusteeships, has written for both the STEP Journal and the Trust Quarterly Review (TQR), and served as a member of the TQR’s Editorial Board for a number of years. He has spoken at many branch events, and was a member of the Private Client Awards’ Panel of Experts for four years.


For further information please contact Joanna Pegum on +44 (0) 20 3752 3771, Email: joanna.pegum@step.org.

STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. STEP works to improve public understanding of the issues families face in this area and promotes education and high professional standards among its members. STEP members help families plan for their futures, from drafting wills to issues surrounding international families, protection of the vulnerable, family businesses and philanthropic giving. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.

Find out more at www.step.org.