| Jun 4 POSTPONED TO A FUTURE DATE TO BE CONFIRMED: UK–US Wealth & Estate Planning Seminar (Presented by Premier Member Currencies Direct) |
Whether you are planning a return to the UK, splitting your time between the UK and the US, or continuing your life in the US while maintaining UK assets, understanding the complexities of cross-border wealth and estate planning is essential.
Join us for an insightful evening focused on the key financial, tax, and estate considerations that arise when your life spans both sides of the Atlantic. Through a dynamic panel discussion built around real-life case studies, our expert speakers will explore practical strategies and common pitfalls in light of recent developments and the evolving cross-border landscape.
This session is designed to help you take a coordinated approach to managing your cross-border financial life.
You’ll also have the opportunity to ask questions and connect with others navigating similar cross-border challenges.
PANELISTS:
Simon Plumb - MODERATOR
Head of USA
Simon Plumb is the Head of the USA business for Currencies Direct, a leading international payments and foreign exchange provider specializing in cross border transactions for individuals and businesses. Originally from London, Simon has lived in the United States for the past 16 years and previously lived and worked in Dubai. Based in Orlando, he has extensive experience in international payments, foreign exchange, and cross border business growth, with a particular focus on the real estate, legal, and financial services sectors. Simon is also actively involved with the British American Business Council community and regularly moderates discussions on international business, investment, and cross border finance.
Qi Wang
Tax Manager
Qi Wang is a tax manager at Spott, Lucey & Wall, Inc. CPAs. Qi works with high-net-worth individuals and multi-national businesses on tax planning and compliance. She specializes in expatriation tax planning and compliance, US inbound and outbound investment and business structuring, and evaluation of tax treaties for avoidance of double taxation. Qi is a certified public accountant and holds a Bachelor of Arts in Business Administration with a concentration in Accounting and Information Systems from University of Washington. Qi received her Master of Science in Taxation with high honors in 2024 from Golden Gate University. Qi is an active member of the California Society of Certified Public Accountants (CalCPA) and co-chair of the Young and Emerging Professionals committee of CalCPA San Francisco Chapter, and regularly organizes events for CalCPA members around the Bay Area.
Emma Cockerton, Florin Pensions LLC
Co-Founder and CEO
Emma Cockerton is co-founder and CEO of Florin Pensions LLC, a US based investment advisory firm specialising in advising expatriates on UK pension transfers. With only British expatriate advisers working at Florin, Florin is well placed to help its clients make sense of their UK pensions and provide local advice on how to manage them before and during retirement.
Florin is headquartered in San Francisco, but has advisers also located in New York and Florida. Prior to Florin, Emma worked in London as an Executive Director in the risk management function of GE Capital EMEA. She started her career as an UK attorney/solicitor working as a Senior Associate with Ashurst LLP, a multinational law firm based in London.
James Frampton
Partner
James Frampton is a Partner in the Private Wealth team at Michelmores LLP and leads the US/UK tax and succession planning team. James advises international individuals, families and trustees on UK tax, trust and succession planning, regularly working with US and other overseas advisers to deliver co‑ordinated, holistic cross‑border advice. He assists individuals who are moving to the UK or who have UK assets advising on pre-arrival planning, residency, UK tax, estate planning structures, trusts, business structures and wills.
Michelmores LLP is a full-service UK top‑100 law firm with a leading private wealth practice advising international and domestic families, trustees and their advisers with UK legal issues. The firm has an established practice advising US‑connected clients, providing UK advice to families and individuals with UK interests.
Rhonda Munoz
Vice President
Senior Mortgage Sales Manager, West Coast,
HSBC International Wealth and Premier Banking
Rhonda joined HSBC in 2004 holding various positions throughout her career with the organization, she brings over 35 years experience in consumer banking and lending.
In her current position, Rhonda leads a highly experienced mortgage team dedicated to providing tailored mortgage solutions for both domestic and international clients. The team draws on HSBC’s portfolio capabilities to support a broad range of client needs and circumstances.
A Northern California native, Rhonda enjoys outdoor activities, interior design, and spending time with her two grandchildren.
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| Date: |
June 4, 2026 |
| Time: |
5:30 PM - 8:00 PM |
| Location: |
465 California Street, Floor 7
San Francisco, CA
94104
WITH THANKS TO OUR SPONSOR:
Platinum Sponsor
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| Contact: |
BABC Events Team |
| EMail: |
info@babcsf.org |
| Date/Time Details: |
5.30 - 6.00 pm Networking
6.00 - 7.15 pm Panel Presentation
7.15 - 7.30 pm Q & A
7.30 - 8.00 pm Post-Event Networking
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| Fees/Admission: |
$25 BABC Member Ticket
$35 Non-Member Ticket
MAY SPECIAL
Attend this and the Penfolds Dinner on May 21st
Special Combined Pricing:
BABC Members: $140 (Save $15)
Non-members: $165 (Save $20)
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| Jun 17 England vs Croatia World Cup 2026 Private Watch Party (Join & Save with the BBS) |
 This isn't your local pub. This is where the British community comes together. Watch England take on Croatia in the FIFA World Cup surrounded by fellow Brits in a stunning private club opened exclusively for this event. Great drinks, great company, and the kind of atmosphere you simply cannot replicate at home or in a crowded bar. Yes, you could watch England vs Croatia at home. You could elbow your way to a spot at a packed pub bar, squinting at a screen you can barely see.
Or you could spend an extended lunch at the Chestnut Club, a stunning private members' venue opened exclusively for the British community in California, surrounded by fellow Brits who actually understand why this match matters.
We are hosting a private watch party for what promises to be one of the standout fixtures of FIFA World Cup 2026, and tickets won't last.
Standard tickets are $30 and include a welcome drink and an exclusive keepsake.
VIP tickets are $80, and frankly, it's a no-brainer: you get a premium welcome drink, a gift from the BBS store, and a full year's BBS membership, new or renewal, which normally runs $100 on its own. That's over $160 in value for $80, all while watching the match in style.
Every ticket is a charitable donation
Every ticket purchase is a charitable donation supports our work helping Brits in need here in California. So however, the match goes, your evening counts for something. This is not a general admission pub night. This is the community gathering. Limited tickets. Exclusive venue. One match. Don't miss out! |
| Date: |
June 17, 2026 |
| Time: |
12:00 PM - 4:00 PM |
| Website: |
https://www.britishbenevolentsociety.com/events/mi-7zjhc |
| Location: |
The Chestnut Club
1348 14th Street
Santa Monica, CA,
90404 United States |
| Contact: |
info@bbsofca.org |
| EMail: |
info@bbsofca.org |
| Fees/Admission: |
Standard Registration: $30.00
Standard tickets are $30 and include a welcome drink and an exclusive keepsake.
VIP Registration: $80.00
VIP tickets are $80, and frankly, it's a no-brainer: you get a premium welcome drink, a gift from the BBS store, and a full year's BBS membership, new or renewal, which normally runs $100 on its own. That's over $160 in value for $80, all while watching the match in style.
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| Jun 23 Assess, Don't Guess: DPIAs under the GDPR vs. Risk Assessments under the CCPA (Brought to you by Bird & Bird) |
 Join Vincent Rezzouk-Hammachi and Mihnea Dumitrascu (Bird & Bird) and Jennifer Sheridan (JLSheridan Legal) for an intimate breakfast session exploring data protection impact assessments under the GDPR and risk assessments under the CCPA, and how to make these frameworks work together in practice.
Topics will include:
• Triggering thresholds: When is a DPIA mandatory under GDPR Article 35 vs. when does a CCPA risk assessment obligation arise?
• How do companies conduct these in practice?
- Employee monitoring: Conducting DPIAs and CCPA risk assessments for workplace monitoring technologies (think productivity tracking software, email and internet surveillance, location monitoring)
- Use of biometric data: Navigating the obligations triggered by biometric processing under GDPR and the CCPA, covering use cases such as facial recognition for office or retail access, fingerprint attendance systems, and more.
Through practical case studies and real-world examples, this session will give you actionable strategies to help your organization adopt these technologies responsibly and in compliance with applicable law. Attendees will also leave the room with a risk assessment template. |
| Date: |
June 23, 2026 |
| Time: |
8:00 AM - 10:00 AM |
| Website: |
https://sites-twobirds.vuture.net/172/18000/landing-pages/rsvp-(blank)(1).asp?sid=blankform |
| Location: |
The Cove.
525 Market St,
San Francisco,
CA 94105 |
| EMail: |
hannah.ellis-miller@twobirds.com |
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| Jul 16 Summer European Networking 2026 |
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In Partnership With:
Come and mingle with entrepreneurs and a range of professionals involved in cross-border business in a very relaxed and European atmosphere.
This event attracts many international business professionals from different European countries. Members of the partnering organizations and their guests have priority access to tickets for this event.
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| Date: |
July 16, 2026 |
| Time: |
6:00 PM - 8:00 PM |
| Location: |
WITH THANKS TO OUR HOST MEMBER:
Werqwise
4 West 4th Avenue
San Mateo, CA 94402
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| Contact: |
info@babcsf.org |
| EMail: |
info@babcsf.org |
| Date/Time Details: |
Thursday, July 16th, 2026
6.00pm - 8.00pm
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| Fees/Admission: |
$30 for BABC Members
$45 Non-Members
Complimentary appetizers, beer, wine and soft drinks will be served.
By registering to attend a BABC Event, you consent to BABC`s collection and storage of the data you have provided to BABC. Additionally, from time to time, our Event sponsors request that we share information with them of those individuals who attended our events, including attendee's name, job title, company name, physical address and email address, and we comply with such requests. However, should you wish to opt out of the sharing of this information with the sponsors of this event, please click here to unsubscribe.
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| Jul 26 Run the San Francisco Marathon with The King's Trust USA! |
The King’s Trust USA Opens Registration for the San Francisco Marathon
In 2026, The King’s Trust—His Majesty King Charles III’s flagship youth charity—celebrates 50 years of empowering young people with the skills and confidence to transform their lives through employment, education, and enterprise.
To mark this milestone, they have launched the national 50-for-50 Marathon Campaign: 50+ runners taking on iconic U.S. marathons to raise over $150,000 for programs that support young people; because they believe every young person should have the chance to succeed, no matter their background or the challenges they are facing. The campaign has started strong, with the first 50-for-50 team running the LA Marathon just a few weeks ago, raising more than $15,000. Now it's our turn!
Registration is open for the next race in the series: the San Francisco Marathon on Sunday July 26th, 2026.
The Trust will cover your race fees, and runners are asked to commit to raising $1,000. You will receive support throughout with fundraising tools, training tips, team updates, and race-day encouragement.
With marathons in Chicago, New York, Miami, and Disney World Orlando coming up later in the year, the 50-for-50 campaign is building momentum—one mile at a time!
Join Consul General Eleanor Kiloh and our fearless BABC leader Corey Hastings in the 50-for-50 Marathon Challenge — and make every mile matter!
Whether you’re a seasoned runner or taking on a new challenge in 2026, we hope you’ll join us on this impactful journey — helping to open doors for young people to build the futures they deserve.
For more details, please contact marathon@kingstrust.us |
| Date: |
July 26, 2026 |
| Website: |
https://kingstrust.us/50-for-50-marathon/ |
| Location: |
San Francisco |
| Contact: |
marathon@kingstrust.us |
| EMail: |
marathon@kingstrust.us |
| Date/Time Details: |
July 26th, 2026 |
| Fees/Admission: |
The King's Trust will cover your race fees, and runners are asked to commit to raising $1,000.
For more details, please contact marathon@kingstrust.us |
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| Dec 11 SAVE THE DATE BABC 63rd Annual Christmas Luncheon |
SAVE THE DATE!
The Annual Christmas Luncheon is the BABC's flagship social event and a real highlight of the City's holiday season. There is no other gathering like it!
Typically attended by over 600 members of the Bay Area business community, this year, we will celebrate the 63rd Annual Christmas Luncheon on Friday, December 11th, 2026.
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| Date: |
December 11, 2026 |
| Time: |
11:00 AM - 2:30 PM |
| Location: |
Exact Venue to be announced,
San Francsico, CA |
| EMail: |
chastings@babcsf.org |
| Fees/Admission: |
2026 pricing to be shared
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