Daniel D. Morris of Strategic Global Advisors will be a featured speaker at the 2014 International Business & Finance Summit. His topic: New World Order – Evolutionary Changes in Client Demography. Shifting cultural norms impact IFCs and can create tensions in terms of service delivery and product/service structuring. The modern definition of marriage, family, and child beneficiary are creating not only new laws and interpretation, but these tectonic shifts provide both opportunities and threats to all phases of service providers. This IBFS Session will look at recent case law – its impacts, opportunities and challenges – as well as optimizing new structuring alternatives. It will showcase the necessity of reaching out to lead and interface with cross-cultural teams as well as balancing mental road blocks, prejudices and barriers. In short, IBFS participants will learn about adapting to the modern world – delivering on the true professional ideal.
Dan started his accounting career in 1984 Ernst & Young in San Jose, California. Today, he is the senior partner of Morris + D’Angelo, a Silicon Valley and Portland, Oregon based CPA firm specializing in integrating entrepreneurial advisory services and international taxation strategies. Dan also holds the position of Director of International Tax for Exemplar Consulting, LLC a Boston and New York based law firm and consultancy serving the middle market. He co-founded Strategic Global Advisors, a Nassau anchored consultancy serving entrepreneurially led start-ups and high net worth families, helping them to navigate the complexities of cross-border transactions, expansion, asset protection, and wealth preservation.
IBFS 2014 will take place at the Sandals Emerald Bay Resort in Exuma, starting with a pre-Summit CEO Dinner on January 23, when the Rt. Hon. Perry G. Christie, Prime Minister of The Bahamas, will address delegates. Official Summit sessions continue on Friday and Saturday, with the event wrapping up on Sunday, January 26 with a series of recreational activities.
The theme for this year’s event is “Survival of the Fittest”, following up on 2013’s “Staying Ahead of The Game” event. As in 2013, presenters and participants will look at changes on the financial horizon while reviewing the best practices and strategies adopted by this jurisdiction.