Wednesday – 18th September, 2024
9:00am - 9:05am
Welcome Remarks
9:05am – 9:15am
Opening Remarks
9:15am - 9:50am
SESSION 1 - TOPIC
Keynote Speaker - Future-Proofing the Financial Service Industry
9:50am - 10:45am
SESSION 2 - TOPIC
Essential Components: Client Acquisition and Retention and Centricity
PANELIST
Lamine Brahimi, CFA, is a co-founder and Managing Partner at Taurus SA, one of the leading digital assets platforms globally. Prior to co-founding Taurus SA, Lamine was the Deputy COO and Chief Digital Officer at Lombard Odier’s wealth management unit, as well as General Secretary of the Group.
In his capacity as Chief Digital Officer, he spearheaded the design and development of Lombard Odier’s wealth management digital strategy, leading to several critically acclaimed platforms, in particular in relation to investment advisory. He also pushed the first real blockchain prototype to be tested in a private bank (clearing and settlements of structured products with the Swiss Stock Exchange and Swiss Fintech Innovations).
Between 2016 and 2018, he represented the Swiss Private Banks at the Fintech Commission of the Swiss Bankers Association and was a founding member and Board member of Swiss Fintech Innovations. He started his career as a management consultant at McKinsey & Company.
Lamine holds an MSc in Communication Systems Engineering from EPFL, an MBA with distinction from INSEAD, and is also a CFA charterholder.
10:45am -11:00am
BREAK
11:00am - 11:45am
SESSION 3 - TOPIC
Unlocking Potential: Strategic Talent Acquisition, Development and Leverage
SPEAKER
Patrice G. Taylor is a senior HR leader, consultant and strategist, and an internationally certified leadership coach, trainer, and speaker.
Patrice has tapped into her global assignment, which is to speak life to purpose, activate hidden potential and cultivate the principles of servant leadership, values-based leadership, and a growth mindset. As the CEO of Hephzibah HR Training and Development, she carries out the mission of providing soft skills training, professional and organizational development strategies, and support for optimal individual performance and sustainable, profitable organizational structures.
As a former Vice President of Human Resources in the Private Banking Sector, Patrice employs her extensive experience, skills, and competencies to help leaders navigate their leadership journey using the foundational tenets of influence, growth, emotional intelligence, relationship building, and maximization of potential. Some of the local and international companies she has been privileged to work with include The Avasant Foundation, Lowes Pharmacy, Lombard Odier & Cie, Doctors Hospital, BRON Limited, JA Bahamas and Princess Margaret Hospital.
Patrice believes that personal development is a leader’s greatest investment and to date, her personal development pursuits have yielded a Master of Education degree from Kent State University School of Psychology, a BSc degree in Business Administration from the University of Mary Washington, a certificate in Training and Facilitation from the H. Wayne Huizenga School of Business – Nova Southeastern University, and the senior international HR designations of SHRM-SCP and SPHRi. She is also a certified and licensed John Maxwell Coach, Trainer and Speaker.
11:45am–12:30pm
SESSION 4 - TOPIC
Elevating Financial Services: Optimizing Infrastructure
PANELIST
Mrs. Phylicia Hanna currently serves as Director of Investments for the Bahamas Investment Authority (BIA) within the Office of the Prime Minister and the Ministry of Tourism, Investments and Aviation. The Bahamas Investment Authority was established in 1994 to support a competitive foreign investment climate, designed to foster economic growth, job creation and investor confidence. Mrs. Hanna’s mandate is to harness the country’s wealth and resources for the benefit of all Bahamians. She is also looking at various ease of doing business reforms including improving our current standing on the index within the next five years.
Before her current role, Mrs. Hanna previously worked in a number of Government agencies inclusive of the Ministry of Financial Services, the Department of Immigration and the Office of the Prime Minister.
She holds a Masters of Law with a concentration in Business Law from the University of Southern California as well as a Masters in Law specializing in International Dispute Resolution from the University of London. She attended Dalhousie University where she studied International Development and History before obtaining her LLB from University of London. She is a member of the Honourable Society of the Middle Temple. She also holds memberships in The Bahamas Association of Mediators and the Chartered Institute of Arbitrators.
PANELIST
Mrs. Camille Gomez-Jones was admitted to the Maryland State Bar Association in December 2008, the District of Columbia Bar in April 2010, the Federal Bar in May 2012, and the Bahamas Bar in July 2013
Mrs. Gomez-Jones is a member of The Maryland State Bar Association, The District of Columbia Bar, The Federal Bar Association, The Bahamas Bar Association, Phi Delta Phi International Legal Honor Society, Zonta Club of Nassau and Rotary Club of South Ocean.
12:30pm - 2:00pm
LUNCH
2:00pm - 2:45pm
session 5 - TOPIC
Harnessing AI for Future Success
PANELIST
Gavin Dennis is a Jamaican and an internationally experienced Cyber Security Professional. He has supported businesses with Cyber Security in North America (including the Caribbean) Europe, Asia, and Africa in various capacities.
Gavin is a Director at G5 Cyber Security (USA) which provides B2B cyber security services to businesses.
He holds several cyber security certifications and supports various technology initiatives across the Caribbean.
PANELIST
Kevyn is a Manager in the Risk Assurance practice at PwC Bahamas. He has six (6) years of experience in internal and external audits. He services mainly commercial and private banking clients and he is responsible for assessing design, implementation, and operating effectiveness of internal controls of various business processes, including IT General Controls (ITGC).
Kevyn is the leader of the Digital Champions in PwC Bahamas and has been promoting the use of PwC digital tools over the last four (4) years as a more streamlined way to create efficiencies across many engagements. Before joining PwC Bahamas, Kevyn gained two years of experience as an accounting assistant in various industries in The Bahamas and the United States.
Kevyn holds a Bachelor’s in Accounting and a Master’s in Business Administration. He is also a Certified Public Accountant.
2:45pm - 3:30pm
SESSION 6 - TOPIC
Reimagining Taxation: Crafting Effective Policies
PANELIST
Tomás recently joined KPMG in The Bahamas as Head of International Tax. Prior to moving to the Bahamas, Tomás worked for KPMG in the Crown Dependencies where he had responsibility for a significant portfolio of corporate/international tax advisory and compliance clients, including Corporate Service providers, Fund Managers, Banks, Multinational Groups, HNWI and Governments.
PANELIST
Patricia Jackson, Of Counsel in Tax, Litigation, and Government & Regulatory Affairs at Higgs & Johnson, brings 20 years of legal expertise to the table, specializing in tax for 14 years. With a proven track record in providing effective tax policy advice and legislative solutions, she possesses a deep understanding of tax legislative frameworks and is adept at analyzing complex tax issues in commercial transactions. Having served as the chief legal advisor to executive management and various business units in The Bahamas and Jamaica, Patricia played a key role in amending tax legislation. As a former lecturer at the University of Technology Jamaica, Patricia has shared her knowledge in Taxation Law, Law of Contract, and Banking and Finance Law. Patricia’s academic achievements include a Bachelor of Laws (Hons.) from the University of the West Indies in Barbados, a Legal Education Certificate from the Norman Manley Law School in Jamaica, and a Master of Business Administration (Distinction) from the University of the West Indies in Jamaica.
PANELIST
Olivia has over 20 years of experience in tax practice in the UK, Canada and Bermuda. Olivia is a Chartered Accountant in England and Wales and a CA, CPA in British Columbia, Canada.
She is a senior manager and with over 15 years transfer pricing experience, leads EY’s transfer pricing practice in The Bahamas, Bermuda, BVI and Cayman Islands region. In addition to serving transfer pricing clients, Olivia assists clients in addressing international tax and BEPS issues with a focus on economic substance. Olivia has extensive experience in the field of due diligence and vendor due diligence reviews.
Olivia has assisted clients in a wide variety of industries including retail and consumer products, pharmaceuticals, energy, finance and insurance, Olivia has held tax positions in industry in the pharmaceuticals and retail sectors.
MODERATOR
Gowon N.G. Bowe is the Group Chief Executive Officer for Fidelity Bank & Trust International Limited, including its publicly traded subsidiary Fidelity Bank (Bahamas) Limited. He is a former partner and advisory leader for a Big Four (4) accounting firm, and has been responsible for some of the largest audit and consulting engagements for private and public sector entities. He has been the recipient of several academic awards and serves in numerous leadership capacities with numerous civic organisations in The Bahamas and the Caribbean. Gowon is a regular presenter/facilitator at seminars and training sessions, as well as speaker at business/accounting related discussion forums and media programmes.
3:30pm - 3:45pm
BREAK
3:45pm - 4:30pm
SESSION 7 - TOPIC
The Way Forward: Innovate or Perish
4:30pm – 4:35pm
Closing Remarks
SPEAKER
Perry Rolle is the Managing Director of FirstCaribbean International Trust Company (Bahamas) Limited. Having worked in the financial services sector for over 30 years, Perry is a veteran professional with proven business experience. Perry graduated from Bangor University with a Chartered Banker MBA, from the University of Miami with an MBA in International Business and from the University of Windsor with a Bachelors of Commerce Degree in Business Administration (Finance). Perry holds the TEP designation from the Society of Trust and Estate Practitioners and is a member of the Chartered Institute of Bankers, Scotland and the Bahamas Institute of Bankers.
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Senator the Honourable Ryan Pinder is the Attorney General and Minister of Legal Affairs for the Commonwealth of The Bahamas having been appointed on September 20, 2021 after the general elections were held in The Bahamas and the Progressive Liberal Party were voted in as the Government. Ryan Pinder was the Member of Parliament for the Elizabeth Constituency and the Minister of Financial Services and Trade in the former Progressive Liberal Party government.
Mr. Rolle was appointed Governor of the Central Bank of The Bahamas in January 2016. Prior to this, he served as the Financial Secretary in the Ministry of Finance; and before this, he served on the Executive Board of the International Monetary Fund (IMF) as a Senior Advisor to the Executive Director for Canada, Ireland and the Caribbean Constituency.
Patrice G. Taylor is a senior HR leader, consultant and strategist, and an internationally certified leadership coach, trainer, and speaker. Patrice has tapped into her global assignment, which is to speak life to purpose, activate hidden potential and cultivate the principles of servant leadership, values-based leadership, and a growth mindset.