Join us in-person or virtually for an exclusive event exploring business, tax, technology and risk issues shaping cross-border activity. Hear from industry leaders and advisers as they share practical insights and global perspectives on international banking, private-client planning and mobility, M&A, AI and cybersecurity and tax considerations across Latin America, Spain and the United States.
In-person attendees will also have an opportunity to network with cross-border advisers and business leaders.
Attend Live or Join Us on Zoom:
Register here for live attendance
Register here for virtual attendance
Thursday, November 19, 2026
2:30 – 3:00 p.m. – Registration/Networking
3:00 – 5:45 p.m. – Program
5:45 – 6:45 p.m. – Cocktail Reception
Key Topics:
- International banking climate
- Global private-client planning and mobility
- Cross-border M&A
- AI and cybersecurity
- Tax considerations across Latin America, Spain and the United States
Who Should Attend:
Business owners, executives, finance and tax leaders, private clients and advisers involved in cross-border growth, investment, transactions, mobility or technology risk.
Featured Speakers:
Carlos Perez, Managing Director, JPMorgan Chase
Jennifer Stevens, Managing Partner, Laura Devine
Ben Phillips, Associate Financial Advisor, Tanager Wealth Management
Alfonso Villaboa, Partner, Miller Shah
Jesús González Ruíz Jarabo, Tax Partner, PKF Attest Spain
Jimy Cruz, Partner, PKF México
Ronald Martinez, Partner, PKF O’Connor Davies
Thomas DeMayo, Partner, PKF O’Connor Davies
Victor Peña, Partner, PKF O’Connor Davies
Nicholas Rochedieu, Partner, PKF O’Connor Davies
Rick Simonsen, Managing Director, PKF O’Connor Davies
Sharif Ford, Director, PKF O’Connor Davies
PKF O’Connor Davies Hosts and Moderators:
Leo Parmegiani, Partner and Practice Leader
Evgenia Belyavskaya, Partner
Christopher Migliaccio, Partner