Step Canada Usa Cross Border Conference
Conference Overview
Sponsors
14
Speakers
15
Attendees
200
About This Conference
STEP Canada-USA Cross-Border Conference is an annual event bringing together trust and estate professionals from North America for professional development, networking, and business opportunities focused on cross-border estate planning and wealth management between Canada and the US.
Sponsors (14)
platinum Sponsors
gold Sponsors
partner Sponsors
Speakers (15)
Ellen Kratzer, MBA, TEP
Co-Chair
Fiduciary Trust International
Greg Custer, CTFA, TEP
Whittier Trust
Harmanjit Mavi, JD/MBA, TEP
Davies Ward Phillips & Vineberg LLP
Janis Armstrong
STEP Canada
Mark Warnken, BA
Bessemer Trust
Michael Schiff, JD, AEP, TEP
Klingenstein Fields Advisors
Pam Prior, CPA, CA, MFA-P, TEP
KPMG LLP
Rachel Blumenfeld, LLB, TEP
Chair, STEP Canada
Aird & Berlis LLP
Rebecca Tunney, JD, LLM, TEP
Goulston & Storrs PC
Reetu Pepoff, JD, TEP
The Northern Trust Company
Rhonda Rudick, BCL/LLB, TEP
Davies Ward Phillips & Vineberg LLP
Richard Niedermayer, KC, TEP
Deputy Chair, STEP Canada
Stewart McKelvey
Conference Details
Event Information
Organizer Contact
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