What does STEP do for me?
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1 What does STEP do for me? David Harvey Chief Executive STEP WORLDWIDE STEP MIAMI MAY
2 How Does STEP Work 2
3 Membership Buoyant 3
4 MEMBERSHIP BY REGION 5% 2% 8% 10% 40% 8% 14% 13% Africa & Arabia Asia & Australasia Canada Caribbean & Latin America Continental Europe Crown Dependencies UK & Ireland USA 4
5 Membership types in STEP USA Total number of members in the USA = 972 Affiliate 2 Associate 52 Family Business Cert 3 FS Certificate 2 Full 865 Full Academic 1 International Cert 18 International Diploma 9 IPS Certificate 1 Non Earner 10 Retired 6 Secondee 3 5
6 Membership types in Caribbean & Latin America Total number of members in the Caribbean/Latin America region = 1476 Affiliate 4 ATP Diploma 1 FS Certificate 1 Full 216 International Cert 25 International Diploma 54 Non Earner 3 QP Student 11 Retired 6 Trust Disputes Cert 1 6
7 Regional breakdown 7
8 Regional breakdown USA Regional breakdown by branch 8
9 USA Member Satisfaction 7% response rate 9
10 USA trend membership 10
11 STEP Consultation Responses 11
12 STEP JOURNAL 12
13 Branch & Regional Analysis Based on 2011/12 Financial Statements STEP WW STEP WW Caribbean Canada Crown Depend. England & Wales Switzerland Europe Far East USA Celtic Australasia Middle East Africa England & Wales Caribbean Crown Depend. Canada
14 Branch & Regional Analysis Based on 2011/12 Financial Statements Regional Reserves Total Reserves = 3,587K 3% 2%1% 3% 3% 23% 3% STEP WW 4% STEP WW Caribbean Canada Crown Depend. England & Wales Switzerland Europe Far East USA Celtic Australasia Middle East Africa 7% England & Wales 9% Caribbean 16% Crown Depend. 13% Canada 14%
15 Branch & Regional Analysis Based on 2011/12 Financial Statements Top 10 Branch Reserves Canada (8 Branches) 508,556 Guernsey 212,115 Jersey 210,622 Cayman 198,046 Suisse Romande 149,447 Caribbean Conference 140,946 Singapore 79,873 Bermuda 79,183 Basle 73,407 Latam Conference 50,546 Regional Reserves Total Reserves = 3,587K 9% 7% 4% 3% 3% 3% England & Wales 3% 2%1% 23% STEP WW Caribbean 16% STEP WW Caribbean Canada Crown Depend. England & Wales Switzerland Europe Far East USA Celtic Australasia Middle East Africa STEP Worldwide Reserves 798K Crown Depend. 13% Canada 14%
16 US NEWS & LATAM NEWS Two new bi-weekly news services, the North American News Digest and the LATAM News Digest 14
17 At the start of the 5 year planning process International Diplomas Local Diplomas Company Law Trust Creation Republic of Ireland Investment Appraisal England & Wales Trust Administration International Trust Management Trust & Estate Planning (RoI) Trusts & Estates (E&W) CERTIFICATES 30 Level 4 15
18 The Matrix International Diploma Local Diplomas Advanced Certificates supporting Specialist Diploma Route Two Core Papers (C) required plus two further papers depending on specialism Company Law Canada Scotland Trust Administration Estate Administration International Tax Mediation (C) (C) (In development) Trust Creation Republic of Ireland Israel Will Preparation (England & Wales) Family Business Advising International Succession and Probate UK Tax for International Clients ADVANCED CERTIFICATES Investment Appraisal England & Wales Northern Ireland Trusts & Estates Accounts Trust Disputes Vulnerable Clients 1 (In development) Family Office (In development) 30 Level 6 Trust Administration AN Other AN Other Trusts & Estates Tax Philanthropy Vulnerable Clients 2 Investments (In development) (In development) International Trust Management Trust & Estate Planning (Republic of Ireland) Trusts & Estates (England & Wales) Financial Services (Trusts & Estate Planning) Financial Services - Singapore (Trusts & Estate Planning) Trusts for Civil Law Practitioners CERTIFICATES 30 Level 4 Trusts Tax Estate Admin (C) (C) (C) Wills Accounts Asset Management Anti Money Laundering Power of Attorney International Issues Regulatory Environments AWARDS 3-5 Level 4 16
19 STEP WEBSITE 17
20 STEP Confidence Index month 12 month Q2 Q3 Q Q2 Q3 Q Q2 Q3 Q Q2 Q3 Q
21 THANK YOU! I look forward to meeting you soon somewhere around the STEP World! David Harvey 19
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