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January 11, 2011


Did You Know...?
Housing statistics: is the 1-in-4 figure overblown?

twitter Tweeted by PeggySmithWERC on January 10, 2011.

Susan Schneider

An Interview with 2011 Worldwide ERC® President Susan Schneider, SCRP, GMS

In the January issue of MOBILITY magazine, Frank Mauck, MOBILITY’s managing editor, interviews Worldwide ERC®’s 2011 President, Susan Schneider.  “I’m a what-you-see-is-what-you get kind of person,” says Schneider. more

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Upcoming Events

The Long and Short Of It: How to Best Ensure a Successful Global Assignment
February 1, 2011

What in the World is a "Fapiao" and Why is it So Important to a Company's China Operations?
February 15, 2011

2011 APAC Global Workforce Summit
March 8-9, 2011
Pudong Shangri-La, Shanghai

2011 National Relocation Conference
May 18-20, 2011
Las Vegas, Nevada


Global Mobility Specialist (GMS™) Education:

March 4, 5, & 7, 2011
Pudong Shangri-La, Shanghai

April 12-14, 2011
Hong Kong

May 17-18, 2011 
Las Vegas, Nevada 


An Interview with 2011 Worldwide ERC® President Susan Schneider, SCRP, GMS
In the January issue of MOBILITY magazine, Frank Mauck, MOBILITY’s managing editor, interviews Worldwide ERC®’s 2011 President, Susan Schneider.  “I’m a what-you-see-is-what-you get kind of person,” says Schneider. “Love my family, love my work, love to be in the moment wherever I am.”  Schneider, who literally grew up in the industry, sees a strong future for workforce mobility, discusses her goals during her year as president… and even shares her “no-cooking policy” in this glimpse of her work and home life.

And don’t miss these other articles from the January issue you might be interested in:

The Power of Virtual Teams
Charlene Solomon writes that ensuring virtual teams’ effectiveness now is an important and highly visible objective in most organizations and offers an overview of the challenges inherent in this type of work as well as guidelines for the creation of successful virtual teams.

Destination Profile: The United Kingdom
Anne Dean and Julian Grose-Hodge, offer an overview important relocation concerns.

Hey, Where is My Replacement?
Daniel T. Bloom, writes that with so many mobility industry professionals approaching retirement, a concerted effort must be undertaken to interest younger generations in careers in mobile workforce management, and offers potential strategies for succession planning and knowledge management.

The Price of Inaccuracy: Eight Ways for Improving International Payroll Compliance
Tim McCarney writes that it is critical that processing, tracking, and reporting expatriate compensation is accurate, and offers eight tips for improving payroll compliance in 2011.

2011 Speaks
This month’s “Perceptions” column discusses a few areas to watch in 2011 to include a demographic change in the U.S. housing market, mobility into growth markets that are not historically Western-developed markets, companies building more self-service models with traditional and new media delivery, and a growing appetite for transparency.

YP40- Sleepless in Seattle
Elle Crane, a member of Worldwide ERC®’s Young Professionals 40 years and younger group, discusses what she says was the “ultimate positive experience” for her at the Global Workforce Symposium in Seattle this past fall.

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Should You Attend the 9th Annual 2011 APAC Summit?
The Asia-Pacific Region is facing incredible growth. If your clients depend on you to help develop policies and programs to ensure that the right talent is in the right place at the right time, then you should attend this Summit! 

At the 2011 APAC Summit in Shanghai on March 8-9 you will learn from the experts who have developed solutions, identified opportunities and engineered new strategies.  By attending our highly acclaimed educational sessions and networking events, you will:

  • Network with high-level corporate HR/mobility representatives.
  • Maintain your competitive edge in the mobility marketplace.
  • Learn about future trends in workforce mobility policies.
  • Discover the leading-edge practices for workforce mobility.
  • Become part of a community of professionals handling mobility issues in the Asia-Pacific region.
  • Be re-energized by coming together with your peers.
  • Find solutions to specific mobility challenges.
  • Enhance your career by gaining knowledge to improve your performance.
  • Expand your network of mobility professionals to turn to after the Summit is over.

With extraordinary challenges, changing business paradigms, and growing government regulation and enforcement, this meeting is one of the most critical in the almost 50-year history of Worldwide ERC®.  And, we’re expecting a record number of corporate attendees.  Talent management in the APAC region is changing...are you ready?  Register today!

And, consider arriving at the Summit early to earn your Global Mobility Specialist™ designation.  The three-day session on the fundamentals of global workforce mobility and intercultural management skills begins on Friday, March 4.  Visit our website for more information and to register.

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Make Sure You Know What’s Going on in Vegas!
Planning for the 2011 National Relocation Conference in Las Vegas is underway and topics under discussion will include:

  • Talent Management and Mobility
  • The Impact of the Economy on Mobility Programs and Services
  • Auditing Your Homesale/Home Purchase Programs
  • Interpreting Service Evaluations in Troubled Times
  • Understanding the Critical Changes in the Mortgage Industry
  • New Strategies for Group Moves
  • How to Strip Costs from Your Relocation Program without Losing Your Competitive Edge
  • Redefining Real Estate Services
  • Emerging Legacies from the Great Recession

And much more to include a hands-on workshop where you can discover all you need to know about social media.  Bring your laptop, smart phone, iPad etc., and gather tips and tricks on how to make the most of the social media applications available.  Or learn the latest shortcuts in Excel!  The choice is yours.

Mark your calendars now for May 18-20 in Las Vegas, Nevada, and e-mail us to be notified when registration opens.

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Worldwide ERC®’s 2011 Board of Directors
Get to know your 2011 Board of Directors! Incoming officers, who comprise the Executive Committee for Worldwide ERC®, are 2011 President: Susan Schneider, SCRP, GMS, Plus Relocation Services, Inc.; 2011 Vice President: Pamela J. (Pam) O’Connor, SCRP, Leading Real Estate Companies of the World; and 2011 Secretary-Treasurer: C. Matthew (Matt) Spinolo, SCRP, SGMS, CARTUS.  Michael C. Washbourn, SCRP, GMS, Pfizer Inc. will serve as Chairman for the 2011 Board of Directors.  New corporate representatives for 2011 include Anita Blanchett, BP; David F. Gage, SCRP, Department of Defense; and Pat Sparks, Sprint Nextel Corporation. New service industry representatives for 2011 include Kay J. Kutt, SCRP, SGMS, Asian Tigers Mobility Ltd. and Gail H. Plummer, SCRP, Altair Global Relocation.

Board members continuing their terms include: Cori L. Beaudet, SCRP, SGMS, SC Johnson – A Family Company; Lisa Caravella, CRP, Bank of America; Mario Ferraro, Deloitte Consulting; William (Bill) Graebel, SGMS, Graebel Relocation Services Worldwide; Lars Lykke Iversen, Santa Fe Relocation Services; Christopher H. (Chris) James, Bechtel International Inc.; Earl Lee, Prudential Relocation Inc.; Joy Morrison, SCRP, SGMS, PepsiCo, Inc.; John Pfeiffer, GMS, Mustang Engineering, LP.; Steven A. Nord; and Pandra Richie, SCRP, SGMS, Long & Foster Corporate Real Estate Services Division. Also serving on Worldwide ERC®'s 2011 Board in an ex-officio capacity are Chairman, U.S. Advisory Council Al Blumenberg, SCRP, NEI Global Relocation and Chairman, Foundation for Workforce Mobility Kevin E. Russell, SCRP, PHH.

Worldwide ERC® board member responsibilities include addressing association policy, bylaws, and ethics issues; reviewing the Council's activities, events, and budget; assisting in the planning and development of Worldwide ERC® educational programs and publications and contributing to and fulfilling the organization's strategic plan for stability, growth, industry relevance, and the greater good of the entire Worldwide ERC® membership.

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2010 Real Estate Tools; 2011 Realities
General Counsel Dick Mansfield’s recent Mobility LawBlog™ entry revisits the “location, location, location” mantra, noting that “In the past decade, the statistics show a corollary of the location rule that focuses on price ranges, which might be the called the ‘market segment’ corollary. Since most relocation properties fall into the middle and upper segments, all of the housing statistics and analyses need to be focused through both location and segment filters when looking at an individual relocation property.  Both of these factors will be even more important in analyzing relocation properties this year.” The blog, titled “Domestic Home Sales: 2010 Tools That Can Help Manage 2011 Realities,” provides some recommendations to manage the market.  Among them, the NAR® Existing Home Sales Series, which presents the previous monthly and quarterly sales and pricing data at and “perhaps the best source of absorption rate data for relocation properties… in the RAC Report, a publication of the Relocation Appraisers and Consultants group, at”

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Timely Tips for Taxed Transferees
As United States income tax filing season approaches, are you aware of all of the eligible moving expenses for your transferees?  Consult our updated 2010 Filing Season U.S. Tax Tips for Transferees, developed by Worldwide ERC® Tax Counsel Pete Scott. 

And while you're on our website, check out these other great tax and legal resources:

The Mobility LawBlog™ -- Find breaking tax and legal news posted weekly from Worldwide ERC® Tax Counsel Pete Scott and General Counsel Dick Mansfield.  Recent posts include “Domestic Home Sales: 2010 Tools That Can Help Manage 2011 Realities” and “Delaware Provides New Form to Implement Real Estate Sales Estimated Tax.”  To make sure you don’t miss an entry, take a moment to sign up to receive e-mail alerts or subscribe to the RSS feed for immediate delivery.

The Tax & Legal MasterSource -- Get in-depth information and analysis on numerous tax and legal issues that affect the mobility industry -- like those that revolve around home sale programs, withholding and payroll, moving expense deductions, disclosure, the Frank Dodd Act, and more.  This is the definitive library for Worldwide ERC®’s government relations program -- to learn more and peruse the topics and issues covered in the MasterSource or to purchase a subscription, follow this link. 

Tax and Legal FAQs -- Discover answers to frequently asked tax and legal questions like “What types of defects need to be disclosed to prospective buyers?” and “What rules apply to purchases of employee homes in foreign countries?”

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Promises, Promises
Most of us start the new year with commitments we soon abandon (after all, who wants to do 200 sit-ups every morning?). But what if we decided to take up the challenge in Peggy Smith’s January 3 blog to “Make Just One Resolution: Stop Starting, Start Finishing?” Smith says, “The tech experts I know say often that with software development projects, too much work-in-progress is a liability. They note that as a developer, if you are working on more than two projects at once, productivity can take a dive. In essence, the more tasks that are in play at any given time… the more tasks that are not completed. We gain control by completing one task before making it harder or adding in other variables. Making this one promise to ourselves… is a great way to begin a shiny new year.” Read the entire blog on the wordsmithing home page and make sure you’re notified when there’s a new entry posted to Peggy Smith’s wordsmithing blog – sign up for the RSS feed or receive e-mail alerts!

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Promote Your Company in the Annual Directory
Companies who wish to have continuous exposure for their brands throughout the entire year should advertise in the 2011 edition of Worldwide ERC®’s Directory For The Relocation Marketplace. “The Directory” will be published in February, and hard copies will be distributed to all corporate HR, RMC, RS, broker, and appraiser members. We have only a few full-page tab dividers and cover positions available, but time is short. Space in the 2011 Directory will be closing this Thursday, January 13, with ad materials due January 20. To reserve space, and ensure that your company’s message reaches key industry professionals all year long, please call Glen Cox at +1 410 812 8884, or e-mail to (Please note that inquiries about individual listings should be addressed directly to

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Take the Challenge; Sit for the 2011 CRP® Exam
Are you in the U.S mobility industry?  Are you dedicated to the successful mobility of employee transferees?  Do you consistently seek to better yourself and the service you offer to transferees?  Then the Certified Relocation Professional™ designation is for YOU!  Registration and CRP® source materials are now available online.  The exam to earn the CRP® designation will be held on Wednesday, May 18, 2011 in Las Vegas, Nevada (site of the Worldwide ERC® National Relocation Conference); Atlanta, Georgia; Chicago, Illinois; Dallas, Texas; and Stamford, Connecticut.  Be sure to check eligibility requirements.   Source materials orders will start shipping the first week of January. Seize your opportunity to earn this highly coveted designation!

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The Long and Short of It: How to Best Ensure a Successful Global Assignment
Short term or long term?  This fundamental question lies at the heart of any international transfer.  Choosing the right type of assignment for both the company and employee can significantly impact the outcome of the global assignment.  Whether short- or long-term, ensuring your employees are placed in assignments most conducive to their situations is key.  Register today for this FREE webinar sponsored by SIRVA and learn how to gain the greatest value from your global mobility program.

Date: Tuesday, February 1, 2011, 2:00 -3:00 p.m. EST. 

Click here to register.

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What in the World is a "Fapiao" and Why is it so Important to a Company's China Operations?
Have you ever wondered what a Chinese “Fapiao” was?  Ever wonder why it’s so important to a company’s China operations?  The China team from Santa Fe Relocation Services will answer those questions and will take you through how the Fapiao relates to employee benefits and reimbursement payments.  They’ll explore challenges multinationals face in paying these benefits and discuss solutions to those challenges.  Register today for this FREE webinar sponsored by Santa Fe Relocation Services.

Date: Tuesday, February 15, 2011, 2:00 –3:00 p.m. EST. 

Click here to register.

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Looking for Research on Global Mobility?  We’ve Done the Legwork for You
Worldwide ERC®‘s Research Index is a compilation of research studies conducted by other organizations on a number of wide-ranging mobility and HR topics.  We’ve compiled this resource exclusively for Worldwide ERC® members and it can be accessed on our website.  The Index houses over 70 U.S. Domestic and Global Survey Reports from 30 different organizations covering both global as well as U.S. domestic issues.  The reports address a number of areas such as compensation and taxes, career-pathing, expatriate attitudes and opinions, relocation costs, and repatriation assistance.  The Index is organized by year and can be broken out by area of focus, such as Global or U.S. Domestic.   Please visit the Research Index today and find a wealth of global mobility research at your fingertips!

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Summit Sponsorship Opportunities Selling Quickly
Sponsorship opportunities that include exhibit space are now available at the 2011 Worldwide ERC® APAC Global Workforce Summit -- the industry’s leading annual workforce mobility event in the APAC region! 
Visibility is essential in the global workforce mobility marketplace.  Now more than ever before, it is critical to secure your place in Shanghai with the top mobility and relocation services providers!  Take advantage of the outstanding opportunity the Summit provides to enhance your competitive position in the APAC region and:

  • Boost your company’s visibility.
  • Showcase your services.
  • Gain new customers.
  • Network and connect with clients and partners.

Don’t delay!  Sponsorship opportunities -- which include an exhibit space -- are limited and selling quickly.  Sponsorship is available on a first-come, first-serve basis, so sign up today while space remains.  Visit our website to learn more, view the sponsorship opportunities, and see the leading industry companies already sponsoring the Summit in Shanghai.  And, for more information please contact Laura Herriage at +1 703 842 3416 or

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Worldwide ERC® would like to thank the following sponsors of this issue:





Worldwide ERC® networks and educates workforce mobility professionals and HR innovators

Worldwide ERC® Headquarters
4401 Wilson Blvd., Suite 510, Arlington, VA 22203, USA
+1 703 842 3400 | Fax +1 703 527 1552 |

Worldwide ERC® also has bureaus located in Brussels, Belgium, and Shanghai, China.

This e-mail is brought to you through your relationship with Worldwide ERC®. If you believe it has been sent to you in error, or you wish to request a change to your e-mail address, click here. Worldwide ERC® can be contacted by mail at 4401 Wilson Blvd., Suite 510, Arlington, VA 22203, USA.

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