September 10th, 2019

The 2019 Financial Services Bootcamp is a half day interactive and practical workshop for individuals working in financial services who need a fundamental understanding of the products offered in our market. This workshop will explore the basic building blocks of the key product offerings as well as the related legislative and regulatory environment as well as the latest trends in the financial services sector.Participants will be given the opportunity to relate this information back to their own workplace experience so they can understand their responsibilities and the risks faced within their role. The Bahamas is a sophisticated and well developed international financial centre. This program is designed for client facing, back office staff as well as internal and external auditors and directors.

UPON COMPLETION OF THIS BOOTCAMP, PARTICIPANTS WOULD HAVE GAINED:
  1. A fundamental understanding of product offerings, their uses and the processes for establishing them.
  2. A clear understanding of one’s roles and responsibilities in relations to the provision of financial services.
  3. An understanding of the risks associated with each product or service.
TIME TOPIC  
1:45PM WELCOME & OPENING REMARKS Antoinette Russell
Chairman, BFSB
1:50PM INTERNATIONAL INITIATIVES UPDATE

• EU/OECD Initiatives
• The FATF Agenda
• What is on the horizon?

Presenter:
Stephen Coakley-Wells
Office of the Financial Secretary, Ministry of Finance

Moderator:
Kevin A.C. Moree
Partner, McKinney Bancroft & Hughes

2:30PM FAMILY OFFICES
"A Look Behind the Curtain: Life In a Family Office"

• Why the Bahamas for Family offices?
• What is a family office?
• Key Products and Services provided
• A day in the life of a family office professional
• Career Opportunities within a family office

Panelists:
Taran Mackey
Director, IPC Family office Limited

K. Kelly Nottage
Partner, Sovereign Advisors

Moderator:
Anastasia M. Campbell
Partner, Graham Thompson Attorneys

3:15PM COFFEE BREAK
3:25PM INNOVATION NATION ROUNDTABLE

• FINTECH Regulation
• Automated payment systems and impact on financial services
• Fintech Opportunities

Panelists:
Christina Rolle
Executive Director, Securities Commission of The Bahamas

Keith Davies
Chief Executive Officer, The Bahamas International Securities Exchange (BISX)

Moderator:
Brian Jones
Managing Director, Funds & Pension, Leno

4:20PM NAVIGATING THE INTER-GENERATIONAL WORKPLACE

• Millennials and the workplace
• Leading the 4 Generations in the workplace

o Silents (Born between 1925 and 1946)
o Baby Boomers (Born between 1946 and 1964)
o Generation Xers (Born between 1965 and 1980)
o Generation Ys or Millennials (born after 1980)

• Effective Communication Strategies

Facilitator:
Stacia Williams
Group Human Resources Director, Fidelity Bank (Bahamas) Ltd.
5:00PM CLOSING REMARKS AND VOTE OF THANKS Tanya McCartney
Executive Directors & CEO, Bahamas Financial Services Board