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BFSB Summit focuses on cultural changes

The Bahamas Financial Services Board’s (BFSB) upcoming International Business and Finance Summit (IBFS) will examine how cultural and family changes impact service providers and financial structuring.

Daniel D. Morris started his accounting career in 1984 with Ernst & Young, and today is the senior partner of Morris and D’Angelo, a Silicon Valley and Portland-based firm specialising in integrating entrepreneurial advisory services and international tax strategies.

He also holds the position of director of international tax for Exemplar Consulting, a Boston and New York based law firm and consultancy serving the middle market. Mr Morris also co-founded Strategic Global Advisors, a Nassau-anchored consultancy serving entrepreneur led start-ups and high net worth families, helping them 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 Prime Minister Perry Christie 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.

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