CIGA SYMPOSIUM -
Power of
Cross-Border Collaboration
OCTOBER 27th - 28th 2022
Come experience the power of collaboration with fellow cross-border advisers.
Symposium Information
| Session Details | Speaker | |
|---|---|---|
| Thursday October 27th, 2022 | ||
| Date: Thursday, Oct 27th @ 12 pm EDT Welcome Message: Power Of Cross-border Collaboration In this Symposium, we hope to explore different types of collaboration to help us serve cross-border clients better. Learn what they are and how you can become part of the movement to work together for the best interest of your clients. |  Hui-chin Chen | |
| Date: Thursday, Oct 27th @ 12:15 pm – 1:15 pm EDT Keynote: Where Do Global Citizens Go For Advice? How do you want to show up for your cross cultural clients? What is possible for you to catch up to the needs of globalized lives? Join me to raise our awareness, motivation, and confidence for cross-border collaboration. |  Sa-Eun Park | |
| Date: Thursday, Oct 27th @ 1:30 pm – 2:30 pm EDT How To Coordinate Filing Tax Returns In Multiple Countries Eligible for 1 US CFP® CE Credit Have you always wondered which country’s tax return your client should file first? In this session, Malissa Marshall will share the best practice of how to coordinate filing cross-border client’s tax returns and tips to consider. |  Malissa Marshall | |
| Date: Thursday, Oct 27th @ 2:45 pm – 3:45 pm EDT Planning Topics: Similarities And Differences In Six Latam Countries Eligible for 1 US CFP® CE Credit For some reason people often think that because all Latin American countries have similar historical and legal backgrounds, that planning topics must be the same for all. This is not the case! Raoul Rodriguez and Chris Emmott will explore both the similarities and the differences for some key planning topics for a handful of countries in the region. |  Chris Emmott |  Raoul Rodriguez |
| Date: Thursday, Oct 27th @ 4:00 pm – 5:00 pm EDT Canada/US Cross Border Planning – Oops And Ah-ha’s Eligible for 1 US CFP® CE Credit What happens when a prospective client comes in your office and you learn they are from Canada? Learn the nuances, pitfalls and other relevant information related to a client moving between, or interests in, Canada and the US. This vigorous session will provide hands on experience and examples, as well as outline the regulatory environment in Canada. There will be ample time for Q&A at the end of the session. |  Brian Wruk | |
| Date: Thursday, Oct 27th @ 5:15 pm – 6:15 pm EDT Peer Office Hours – Ask Us Anything Run into planning issues or need to find solutions and referrals on client cases? Bring your questions and ideas to discuss and brainstorm with other cross-border advisers! Experienced CIGA members will be present and all are welcome! | ||
| Date: Thursday, Oct 27th @ 6:30 pm – 7:30 pm EDT Coordinating Cross-Border Professionals – A Practitioner’s Perspective Eligible for 1 US CFP CE Credit Planning for clients with assets, income, and/or family in different countries often requires the help of attorneys and other professionals in multiple jurisdictions. This session is designed to help the estate attorney to effectively and efficiently coordinate and collaborate with co-counsel in multiple jurisdictions to provide comprehensive solutions. |  Michael Shikuma | |
| Friday October 28th, 2022 | ||
| Date: Friday, Oct 28th @ 8:00 am – 9:00 am EDT Peer Office Hours – Ask Us Anything Run into planning issues or need to find solutions and referrals on client cases? Bring your questions and ideas to discuss and brainstorm with other cross-border advisers! Experienced CIGA members will be present and all are welcome! | ||
| Date: Friday, Oct 28th @ 9:15 am – 10:15 am EDT Case Studies: A framework for working with Cross-Border Employee Equity Compensation Eligible for 1 US CFP® CE Credit Globally mobile employees often have equity compensation that are earned in multiple countries that linger years after their moves. In this session, Malissa Marshall and Sefa Mawuli will build a framework to dissect cross-border equity compensation through case studies. |  Sefa Mawuli | Malissa Marshall |
| Date: Friday, Oct 28th @ 10:30 am – 11:30 am EDT The Ins and Outs of Investor Visas Eligible for 1 US CFP® CE Credit Immigration and financial planning intersects heavily when dealing with investor visas. Our session will provide an overview of the E-2 investor visa and then delve into the financial planning involved. We’ll use a case study involving Jean Pierre Luke Francois, a French Baker, who is dreaming of opening a bakery in Austin Texas. The session is a collaboration between a U.S. Immigration Attorney (Jaci Ohayon) and a financial planner (Jane Mepham, CFP®) |  Jaci Ohayon |  Jane Mepham |
| Date: Friday, Oct 28th @ 11:45 am – 12:45 pm EDT Understand the regulatory landscape to advise non-UK clients living in the UK Eligible for 1 US CFP® CE Credit One of the most common questions cross-border advisors ask is whether they can continue to service clients after they move. In this session, Kath Derisson will share the regulatory landscape that impacts this decision from the UK perspective. |  Kath Derisson |
Keynote Speaker: Sa-Eun Park
Where Do Global Citizens Go for Advice?
Our economies are globalized and interconnected across borders, and so are our jobs, families, and lives. However, the role of financial advisory stops at our borders. Where do global citizens go for advice? Do we have to fragment ourselves to fit into the limiting systems available? Can our real financial needs as whole, multi-cultural, cross-border lives be met by the support system? How do you want to show up for your cross cultural clients? What is possible for you to catch up to the needs of globalized lives? Join me to raise our awareness, motivation, and confidence for cross-border collaboration.
Sa-Eun immigrated to the United States at age 17, while continuing the multi-cultural identities as a Korean, Saudi, Austrian. She has changed residence addresses 32 times by age 40, while traveling to 46 countries. Prior to becoming a multicultural life coach, writer, and speaker, she worked in financial sector for over 20 years, spanning between financial advising as a banker to consulting for microfinance institutions around the world. Her passion is to raise diversity and inclusion by turning up the voices of global citizens, and by sharing her own voice as an Asian, woman, and a global citizen.
Registration FAQs
You can register for the Symposium online here. If you need assistance or have any questions, please contact us at info@theciganetwork.com.
Event registration includes access to all live Symposium sessions and the community forum. If you are unable to attend live sessions, recordings and access to the community forum will be available for 2 months after the Symposium.
There is no deadline! You can register for The CIGA Network Symposium on the same day of the event. However, you may want to register ASAP to lock in Early Bird pricing!
No, all sessions are included upon registration and do not need to be selected ahead of time. However, we do suggest blocking out time in your calendar for sessions that you’d like to attend live.
Once you register, we will be unable to issue any cancellations and refunds. If you are no longer able to attend live sessions, you will still be able to access recordings of the Symposium and connect with advisers in the community forum for 1 week.
Yes! We offer Early Bird pricing for $149 for attendees that register before September 10, 2022. The price then increases to $249. CIGA Members receive discounted pricing for $99.
Early Bird pricing will end on September 10, 2022.
If you have any trouble accessing the Symposium platform, please email webinar@theciganetwork.com
If you have questions about your payment or invoice, please contact us at community@theciganetwork.com
Yes. All learning sessions are registered. To be elligible you must attend the live session and attend for at least 50 min of the session.
Keynote session and the social gatherings are not eligible for CFP credits.
General FAQs
The CIGA Network Power of Cross-Border Collaboration Symposium 2022 is meant to furthers our mission of building a collaborative community for cross-border advisers around the world. Beyond learning about important cross-border planning topics from experts, you will be able to experience the collaborative global community through group discussions and networking events.
The CIGA Network Symposium will be fully held online on October 27 – 28 using the platform KumoSpace. After you register, you will be provided with additional information regarding how to access each session.
Anyone can attend the Symposium however, it is catered to global financial advisers under any jurisdiction that work with, or would like to learn more about, cross-border issues.
To learn more about membership or ask about your current membership, please contact us at info@theciganetwork.com.
Topics that will be covered during the Symposium can be found on our Event Program. Click on the Agenda tab to view the program. New sessions are being added on a rolling basis so make sure to keep an eye out!
The sessions will be recorded and available for registrants for 1 week after the original symposium date.
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