Dear Friends:

The 2020 Annual Report covers the Worldwide ERC® Fiscal Year (FY) from April 2019 – March 2020 and is based upon statements audited by accounting and advisory firm RSM. It predates my onboarding in March of 2020, and it predates the onset of the global COVID-19 health crisis. In other words, it is a report from another time that, in fact, may feel like another world.

When I stepped into my role as CEO of Worldwide ERC, I assumed responsibility for an association in transition, and began working with a Board of Directors that was united in its focus on the future. The workforce mobility industry is a dynamic one, constantly adapting to change and navigating transformation, and the Board was and remains a true representation of that spirit. We set to work to take what FY 2020 had given us – and then what the year 2020 gave us with COVID-19 – to ensure Worldwide ERC® remains a true representation of our members’ spirit as well.

FY 2020 sets the context for where we are going in FY 2021 and beyond. While I may not be able to speak to all Worldwide ERC® accomplished in the time that predates me, I can say with certainty that since March 2020, we have done what mobility professionals do every day: help our stakeholders navigate the most stressful and exciting times in their careers. We have delivered:
  • COVID Info Hub. We stood up a COVID resource center and held a series of town halls culminating in our free, virtual “Road to Recovery” event in May.
  • Policy Advocacy. We’ve been your voice with policymakers advocating for COVID-relief and immigration and tax reforms to get the economy moving again. In alliance with some of Washington’s largest business associations, we’ve submitted almost two dozen amicus briefs, letters to Congress and regulatory comments.
  • Better Member Service. We’ve engaged in a listening tour to get your feedback on how we can better serve you, and we revamped our website to provide more relevant and timely content.
  • More Education. We added a second CRP exam window, relaunched the learning platform with six specialty badges and are updating GMS and the BMA.
  • Career Support. We provided discounted access to credentials and learning for those in our industry who’ve lost their jobs. And, we are seeking to get everyone who has a mobility job opening to post it in our career center.
  • A Mobility Milestone. We celebrated the 40th anniversary of Mobility with a fresh look and content. We also celebrated 30 years of CRP, YP-40’s 10th birthday and launched our members-only communities.
  • Global Policy Tool. We released the most robust global policy benchmarking tool on the market.
  • Meeting the Moment. We have task forces dedicated to standards and advancing inclusion in our industry.
  • A GWS Like No Other. And, we combined our fall events originally scheduled for Washington, DC, Tokyo, Shanghai, Bangalore and Sao Paulo, into a month-long virtual event that attracted over 1,650 participants from 50 countries and featured over 65 hours of learning. If you missed it, don’t worry, it will be available in our learning portal all year.

Having come through the most challenging of times for Worldwide ERC and, indeed, our entire industry, we are excited about the future and where we are all going together. With that, we will be able to report out more fully on the past year in our 2021 Annual Report. In the meantime, I deliver to you the world we knew in FY 2020 and a promise that like you, Worldwide ERC® is where work is going, and we will go there together.

Lynn Shotwell
President and CEO

Worldwide ERC at a Glance
Year Ending March 31, 2020

Members: 5,488 mobility professionals from 2,836 companies in 57 countries and territories

CRP/SCRP: 2,922
GMS: 2,462
GMS-T: 413
SGMS: 67
SGMS-T: 60


Americas Mobility Conference

APAC Virtual Summit

EMEA Virtual Summit

Global Workforce Symposium

Hill Day

India Summit

Mexico City Summit

São Paulo Summit

Tokyo Summit

2020 Worldwide ERC®
Service Award Recipients

Meritorious Service Award Recipients

Stephan M. Branch
World Trade Resource, Inc.
New York, New York USA

Deborah Holiday, CRP
Wells Fargo Home Mortgage
Minneapolis, Minnesota USA

Kathryn E. Burrows-Smith, CRP, SGMS
SIRVA Worldwide, Inc.
Cleveland, Ohio USA

Pamela Jacknick, CRP, GMS
NEI Global Relocation
Antioch, Illinois USA

Roberto D. Caballero
Altair Global
Frisco, Texas USA

Meredith L. Kennedy, CRP, GMS-T
Dwellworks, LLC
Cleveland, Ohio USA

Angela M. Chrz, CRP
SIRVA Worldwide, Inc.
Excelsior, Minnesota USA

Ray Kirby, CRP, GMS
Seattle, Washington USA

Kay Lynn Clay, CRP
Fort Smith, Arkansas USA

Charles W. McDaniel
Stafford, Virginia USA

Martin P. Foxwell, CRP
Bristol Global Mobility
Phoenix, Arizona USA

Thomas Reynolds, CRP, SRPA
Reynolds Appraisal Company
Wilmington, Delaware USA

Gary Grund
Budd Van Lines
Somerset, New Jersey USA

Algernon Wadsworth, GMS
Deloitte Tax LLP
Parsippany, New Jersey USA

Lori M. Hassler, CRP
Saint Louis, Missouri USA

Distinguished Service Award Recipients

First-Time Distinguished Service Award Recipients

Kerwin Guillermo
Hewlett Packard Enterprise

Leigh Massey Hayes, SCRP
Atlanta Fine Homes Sotheby's International Realty
Atlanta, Georgia USA/p>

Gustavo Higuera, Jr., SCRP, GMS-T
Weichert Workforce Mobility Inc.
Miami, Florida USA

David S. Oltman, SCRP
Ineo, LLC
Wilton, Connecticut USA

Lynne E. James, SCRP, SGMS
OneWorld Relocation Services
Atlanta, Georgia USA

Andrew Walker, GMS-T
Ernst & Young
Summit, New Jersey USA

Two-Time Distinguished Service Award Recipients

Jerry Funaro, SCRP, SGMS-T
TRC Global Mobility, Inc.
Chicago, Illinois USA

Edward Hannibal, GMS
Chicago, Illinois USA

Tonya L. Hamilton, SCRP, GMS
Berkshire Hathaway HomeServices Woodmont Realty
Brentwood, Tennessee USA

Three-Time Distinguished Service Award Recipient

James Carroll, SCRP, SGMS-T
WestRock Company
Richmond, Virginia USA

Four-Time Distinguished Service Award Recipients/Hall of Leader Inductees

Sue Carey, SCRP, SGMS-T
Baird & Warner
Oxford, Michigan USA

Dale L. Collins, SCRP, GMS
Parker, Colorado USA

FY20 Financials