Our guest is Mark Walley, Chief Executive, STEP.
Mark will share with us the moment that crystallised for him and his Board that they needed to rewrite their vision and mission, some of the tools they have used to prioritise and focus their limited resources to make the biggest strategic impact, and what he sees as the opportunities and challenges for STEP as they enter China as a market.
STEP is the global professional association for those advising families across generations. Their mission is to inspire confidence in families planning their assets across generations by setting and upholding high professional standards, informing public policy, promoting education, and connecting practitioners globally to share knowledge and best practice.
As Chief Executive at STEP Mark is responsible for the organisation’s, strategy, culture, performance and governance, working closely with the board. Mark’s deep seated belief in the value of professional education, the standards and ethics that sit with them, plus acting in the public interest has guided his career choices. He is dedicated to building working environments where everyone can be their best and is an advocate for social mobility and inclusion in the workplace.
Motivated by later in life academic success Mark was a volunteer director of ‘Professions for Good’. Representing 1.2 million practitioners, P4G worked to uphold fair access, professional ethics & fact based policy amongst the UK professions.
He now maintains a role as mentor to a diverse group of young professionals, is a champion of diversity and inclusion and volunteers with ‘Inspiring the Future’.
He holds a BSc (Hons) in Banking and Finance and is a Chartered Director.
Mark Walley