AMERICAS MOBILITY CONFERENCE

Conference Sessions

Wednesday, 8 May 2019

 

Featured Sessions

Workshop: Turning Ambition into Achievement

Wednesday, May 8

10:00 – 11:15am – Click here to reserve your seat.

1:00 – 2:15pm – Click here to reserve your seat.

Attendance at this Workshop is limited. Please reserve your seat in advance. Attendance is first-come, first-serve.

We often talk about the right behaviours needed for success, but our actions come from what and how we think. This is also true of our team and customers.

To drive meaningful change within others or ourselves we need to understand the difference between commitment and compliance. True ownership of results can only come from establishing the right thoughts and attitudes. To do differently we have to think differently.

Leading performance coach, Jamil Qureshi session takes us through a practical understanding of how to cultivate mindsets for optimizing talent. Using principles that have been shared with six people who utilized the ideas to become number one in the world in their chosen field, delegates will be taken through an insightful and entertaining look at how we can create positive change through obtaining different outlooks and perspectives.

The session is rich with take-aways and techniques used by the world’s elite sports and business people.

Delegates will learn:

  • How we can change behaviours by changing thinking.
  • How we can choose to have the culture we wish in our business and teams.
  • How to encourage future relevant thinking in ourselves and others.
  • How to build a values based organization.
  • How to lead with purpose.‍

 

Speaker:

Jamil Qureshi
Psychologist
Leading Performance Coach

General Session: Award Presentation and Industry All Stars Session

Thursday, May 9, 11:30am – 12:30pm

Want to hear what other industry pros are doing to shape their vision and business? Now is the time to gear-up on tactics and takeaways: come to this exceptional session and hear from some of our industry’s most innovative leaders as they talk about talent, strategy, mobility landscapes and the future of work. This popular session is skillfully moderated by Worldwide ERC® CEO Peggy Smith, SCRP, SGMS-T – make sure it’s in your Conference session lineup!

Award Presented by:

Sue Carey, SCRP, SGMS-T
Vice President, Corporate Relocation Strategies
Baird & Warner


Panelists:

Peggy Smith, SCRP, SGMS-T
CEO
Worldwide ERC®

Holly Clontz, SCRP, GMS-T
HR Solutions Leader, Global Talent Mobility Services & Corporate Programs
Ingersoll-Rand Company

Andrew Walker GMS-T
Global Talent Leader, Mobility & Reward
Ernst & Young

Caron N. Cone
Division Vice President, Human Resources
National Account Services ADP

 

 

Conference Sessions

Wednesday, 8 May 2019

Corporate Benchmarking Hackathon (150 minutes)

Wednesday, May 8, 1:00pm – 3:30pm

Hacking is creative problem solving in a group setting. Working quickly through your pain points, using the wisdom of the crowd, you’ll walk away with new ideas and a group of peers you can lean on after the hack. 

Come brainstorm and solve mobility policy challenges in an interactive, two and a half-hour event.

 

So This Is Your First Conference?

Wednesday, May 8, 3:30 pm – 4:30 pm

Further details coming soon.

Speakers:

Beth Archibald, SCRP, SGMS
Owner
Archibald Relocation & Real Estate Services
May Caffi, SCRP, SGMS-T
Senior Director Relocation & Immigration
Marriott International, Inc.

Pop Up Discussion: Diversity and Inclusion: Transgender Employees in the Workplace and How are Companies Handling This Sensitive Area?

Wednesday, May 8, 3:30 pm – 4:30 pm

Further details coming soon.

 

 

Worldwide ERC® Engagement Pop-Up

Wednesday, May 8, 5:00 – 5:30 pm

You’re a member of Worldwide ERC® - now what? How can you leverage Worldwide ERC® resources, connections and opportunities to grow your career and your business? Is it time to earn your CRP, and what will your CRP REALLY do for you? How can you get more involved with the Worldwide ERC® community?

Join us at the Worldwide ERC® Engagement Pop-Up in the Worldwide ERC® Hub inside the Hangout to ask these and other important questions!

 

Opening General Session and Keynote Speaker Jamil Qureshi

Wednesday, May 8, 6:00 pm – 7:30 pm

Join us as Jamil Qureshi, psychologist and performance coach of some of the world’s greatest athletes, leads us to maximize our potential to get the most out of ourselves and each other, and the people we manage and lead, by creating a mindset and attitude for success. The future demands us to be different - the pace of change is immense and the pace of change externally must be met by pace of change internally. Our organizations need to be agile and open minded, and we as leaders need to create a culture of performance in a changing world.

Keynote:

Jamil Qureshi
Psychologist and Leading Performance Coach

Thursday, 9 May 2019
‍ 

Business Agility in the Age of Mobility (60 minutes)

Thursday, May 9, 8:30 – 9:30 am

Agile has been the buzzword of the last decade. Initially the concept was related to delivering software products and services, but now we have found ways to apply Agile principles to all aspects of business. Join us in this session where we will cover the roots of Agile, how Agile has benefited software teams, and how those same principles will benefit you as an HR Professional or Service Provider.

Speaker:

Greg Smith
Agile Coach
GS Solutions Group LLC

  

Worldwide ERC® Engagement Pop-Up

Thursday, May 9, 9:15 – 9:45 am

You’re a member of Worldwide ERC® - now what? How can you leverage Worldwide ERC® resources, connections and opportunities to grow your career and your business? Is it time to earn your CRP, and what will your CRP REALLY do for you? How can you get more involved with the Worldwide ERC® community?

Join us at the Worldwide ERC® Engagement Pop-Up in the Worldwide ERC® Hub inside the Hangout to ask these and other important questions!

 

Corporate Benchmarking Hackathon Recap (60 minutes)

Thursday, May 9, 10:00 am– 11:00 am

Come catch a recap of the topics Corporate HR attendees tackled during the Hackathon Wednesday afternoon.

Moderator:

James Carroll, SCRP, SGMS-T
Senior Manager, Global Mobility
WestRock Company

Panelists:

Jennifer Fontaine
Mobility Analyst - People and Place
Bill & Melinda Gates Foundation

Lori Hassler, CRP
Relocation Strategy – Service Integration
Boeing

Melanie Hause
Program Manager Mobility & Relocation
SunTrust Bank

 

Business Agility in the Age of Mobility (60 minutes)

Thursday, May 9, 10:00am – 11:00am 

Agile has been the buzzword of the last decade. Initially the concept was related to delivering software products and services, but now we have found ways to apply Agile principles to all aspects of business. Join us in this session where we will cover the roots of Agile, how Agile has benefited software teams, and how those same principles will benefit you as an HR Professional or Service Provider.

Speaker:

Greg Smith
Agile Coach
GS Solutions Group LLC

 

 

Do I Still Matter? Adding Value in the Age of Self-Serve (30 minutes)

Thursday, May 9, 10:00 am– 10:30 am

With more technology, comes more access to information and more “self-serve” options.  As a mobility manager or a mobility service provider, how do you add value to a mobility program or will technology replace us all?

Come hear how multiple generations and different workstyles means people and technology have to co-exist and be scalable.

Speakers:

Pam Matson, CRP, GMS
Client Service Director
Weichert Workforce Mobility Inc.
Kristin Peterson
Domestic and Global Relocation Specialist
Bridgestone Americas, Inc.

Innovation Lab Center Stage: Reinvent with a Human Focus— Deloitte’s Answers to the Latest Global Mobility Trends

Thursday, May 9, 10:00 – 10:30 am

Sponsored by Deloitte

Join professionals from Deloitte’s Global Employer Services to learn about the changes in the mobility landscape and how Deloitte is focused on humanization through digitization. This session will reveal how Deloitte is using data to prepare their clients for the future and the now.

Presented by Trent Curtis and Russell Stulting, Tax Senior Managers, Deloitte.


Immigration Trends in Canada, USA and Mexico: NAFTA and Beyond (45 minutes)

Thursday, May 9, 10:00 am– 10:45 am

A panel of 3 immigration experts from Mexico, USA and Canada will explain the implications and trends that are taking place in the three countries as a result of the implementation of the USMCA.

Moderator:

Liane Cooney
Partner
Berry Appleman & Leiden LLP

Speakers:

Vicente Fabela Alcalá
Staff Relocation Services Mexico

David Garson
National Managing Partner
Garson LLP

 

Innovation Lab Center Stage: Smart Solutions for Self-Managed Moves

Thursday, May 9, 10:40 – 11:10 am

Sponsored by Dwellworks

The fastest growing tier of service today is the employee who receives a lump sum benefit and an introduction to a relocation services supply chain. These young professionals are savvy consumers with cash and choices. Join Dwellworks for a look at the unique expectations of high-value talent who are self-managing their moves, looking for technology-powered support plus local expertise to turn ‘confusion’ into ‘confidence.’

 Presented by Brian Keating, Director, Global Account Management, Dwellworks.

 

Experience the Practical Application of Design Thinking (30 minutes)

Thursday, May 9, 10:45 am– 11:15 am

Design Thinking is an approach to understanding, addressing and developing solutions to business problems. It relies on a combination of collaboration, visualization, storytelling and prioritization to efficiently work through a problem to solutions. In this working session, we will explore the framework of Design Thinking, and apply it to the mobility industry. This will be hands on, so come with your thinking caps, prepared to participate.

Speakers:

Anand Diraviyam, CRP
Director, Product Management
Aires

Jonathan Frick
Manager Global Mobility
Ineo, LLC 

 

Pop Up Discussion: Use AI to Improve Transferee Experience

Thursday, May 9, 11:00 – 11:30 am

Further details coming soon.

 

Innovation Lab Center Stage: Do I Want to Simplify My "Expatriate Management?"

Thursday, May 9, 12:40 – 1:10 pm

Sponsored by ITX

Can I seriously ease my “Expatriate Management”, have control of my costs and still be compliant? Isn’t it the time to build my own “Best in Class” center of Expertise? And why not leaving my Expatriate Management to Expert Hands in order to keep a direct control of my International Workforce? Those were his questions…

Presented by Vincent Hennequin, International Sales and Marketing Manager, ITX

 

Innovation Lab Center Stage: Is the Mobility Policy Dead?

Thursday, May 9, 1:30 – 1:50 pm

Sponsored by Topia

Global mobility (employee relocation) and the corresponding policies are a staple of many companies. The challenge is that a standard policy structure often no longer fits with the changing and varied needs of today’s mobile employees and overall company objectives.

Join Dimitri Vigushin, Enterprise Account Executive and seasoned mobility expert at Topia, as he takes a look at how mobility policies are evolving and the way mobility and HR teams can use technology and data to maneuver and measure the success of changing policy needs without increasing manual effort by their teams.

Presented by Dimitri Vigushin, Enterprise Account Executive, Topia

  

Lump It Or Leave It (45 minutes)

Thursday, May 9, 2:00 pm– 2:45 pm

In this interactive session, a case study will be presented with two suggested solutions. Come listen to the pros and cons of both a lump sum program as a solution versus the benefits of applying managed relocation care to the same case study parameters. Each presenter will review their program benefits and answer questions throughout the presentation. Summary arguments will be made before we ask our HR Professional to carefully weigh the pros and cons before making her program selection.

Moderator:

Patricia Pollard, CRP, SGMS
Director, Relocation and Business Development
United Real Estate Group
Market: Houston

Speakers:

Lori Hassler, CRP
Relocation Strategy – Service Integration
Boeing
Kari Hatfield, CRP, GMS
Account Manager
Aires
Pam Jacknick, CRP, GMS
VP, Client Development – Central Region
NEI Global Relocation

Worldwide ERC® Tax and Legal Update (60 minutes)

Thursday, May 9, 2:00 pm– 3:00 pm

Learn about current mobility tax and legal issues from Worldwide ERC®’s Tax Counsel and Government Affairs Advisor, including an update on what’s happening in Washington that may affect you or your business. Improve your understanding of the issues Worldwide ERC®’s Government Affairs Forums are focusing on. Ask your most pressing questions during this popular Q & A session.

Moderator:

Hank Roth
Associate Counsel and Compliance Officer
Dwellworks LLC

Speakers:

Tristan North
Government Relations Advisor
Worldwide ERC®

Pete Scott
Tax Counsel
Worldwide ERC®
‍‍

Innovation Lab Center Stage: Building a Business Case for Extended Business Traveller Management

Thursday, May 9, 2:40 – 3:10 pm

Sponsored by GT Global Tracker

We all know managing business travelers is an issue – but how do we build an internal business case to ultimately implement a programme? Who are the key stakeholders and how do we gather an internal task force – all with differing views of the business traveler.

Presented by Liam Brennan, CEO, GT Global Tracker

 

 

Real Estate: Reinventing to Stay Relevant (And Out of the Red!) (30 minutes)

Thursday, May 9, 2:45 pm– 3:15 pm

As traditional workforce mobility programs change, so does the business of the real estate brokerage. Increasing lump sum-style programs, an onslaught of technology and the ever-connected consumer are all evolving the relocation landscape. The one-dimensional real estate relocation department will struggle to sustain itself exclusively on the corporate managed move of yesterday. So how do we balance the service needs of today’s corporate client and transferee with broker’s need to maintain profitability? This session will discuss ways in which the real estate broker must adapt and reinvent to remain not only relevant, but to thrive.

Moderator:

Leigh Massey Hayes, CRP
Relocation Director
Atlanta Fine Homes Sotheby’s International Real estate

Speakers:

Lisa Rhead, CRP
Director of Relocation and Corporate Services
HM Properties

Elizabeth McGrath, CRP
Relocation Director
Baird & Warner Real Estate, Inc.

 

Innovation Lab Center Stage: Live Local Around the World

Thursday, May 9, 3:20 – 3:50 pm

Sponsored by ReloQuest

ReloQuest provides access to the largest network of Verified Suppliers, available in over 85 countries. ReloQuest features direct communication to local Verified Suppliers in worldwide locations, facilitating a better level of guest satisfaction. ReloQuest is supporting business growth and talent across the globe. Learn how to reduce costs on corporate housing and hotel stays. As Global Mobility embraces technological innovation in fast changing times, ReloQuest responds to challenges with collaborative solutions.

Presented by Jeff Mahoney, COO, ReloQuest.

 

Pop-Up Discussion: Diversity and Inclusion

Thursday, May 9, 3:30 – 4:00 pm


Take More Than Just Your Briefcase: How to Build a Business Case (30 minutes)

Thursday, May 9, 3:30 pm– 4:00 pm

Who’s responsibility is it to build a mobility business case?  Human Resources? Business Units?  Relocation Providers?

Whether it’s a project, a budget, an idea … learn how to gather information/data and ideas to build a business case that can be presented to successfully achieve “buy in” from your organization.

Speakers:

Jim Carroll, SCRP, SGMS-T
Senior Manager, Global Mobility
WestRock Company
Nicole Zaccara
Vice President
Weichert Workforce Mobility Inc.

Ignite the Future of Mobility (60 minutes)

Thursday, May 9, 3:30 pm– 4:30 pm

7 presentations.  20 slides each.  15 seconds per slide.  Be ready to learn a lot, fast.  You will see industry leaders sharing innovative ideas in the mobility industry.  Get ready to think different, have fun and challenge the status quo.

Speakers:

Vince Cordova
Principal
Mercer

Dan Duffy, CRPP
Chief Product Officer
Ineo, LLC

Russ Haynie, CRP, SGMS
Director, Global Consulting Services
Altair Global

Jeff Heisler, CRP
President
Home Sweet Home Unpacking and Organizing Service

Elizabeth Jamae
Attorney
Pearl Law Group

Eve Seib, CRP, GMS
President
OneSource Relocation

Sara Simonetti, GMS
Director of Business Development
Interconex, Inc.

William Taylor
Head of Strategic Partnerships
Relocity

Karl Thuge, CRP
Partner/EVP
Nomad Temporary Housing, Inc.


US Real Estate Trends and Topics  – Update Spring 2019

Thursday, May 9, 3:30 – 4:30 pm

This one hour presentation will give attendees an overview of how various real estate markets across the country are performing in both real estate sales and residential rentals.  Current challenges and market nuances will be discussed.  Data will be shared via video clips from market experts with some actual tours of real estate in various markets. In addition, market disrupters and new innovations will be discussed in the last 10 minutes of the presentation. Each video clip will be 5 – 6 minutes maximum followed by the disrupters and trends wrap up video.

Moderator:

Joan Thomas, SCRP, GMS
President, Relocation and Corporte Services
Wilkinson ERA Real Estate


Panelists:

Ann Anderson, CRP
Relocation Director
Leading Edge Real Estate
Market: Boston


Beth Archibald, SCRP, SGMS
Owner
Archibald Relocation & Real Estate Services
Market: Seattle


Vicki Hamp, SCRP, SGMS-T
Senior Vice President
Long and Foster
Market: Washington DC and Virginia

Carol Kelly, SCRP, SGMS-T
SVP Corporate Relo Services
The Corcoran Group
Market: Manhattan and NY

Jo Lay, SCRP, SGMS-T
Vice President, Relocation Services
Baird & Warner Real Estate, Inc.
Market: Chicago


Karen McRae, SCRP, SGMS-T
Senior Vice President
Harry Norman Realtors
Market: Atlanta

Patricia Ann Pollard, CRP, SGMS
Director, Relocation and Business Development
United Real Estate Group
Market: Houston

Worldwide ERC® Engagement Pop-Up

Thursday, May 9, 4:00 – 4:30 pm

You’re a member of Worldwide ERC® - now what? How can you leverage Worldwide ERC® resources, connections and opportunities to grow your career and your business? Is it time to earn your CRP, and what will your CRP REALLY do for you? How can you get more involved with the Worldwide ERC® community?

Join us at the Worldwide ERC® Engagement Pop-Up in the Worldwide ERC® Hub inside the Hangout to ask these and other important questions!


Not Your Mama’s Tax Talk (30 minutes)

Thursday, May 9, 4:10 pm– 4:40 pm

The Tax Cuts and Jobs Act radically change the US tax landscape of the mobility industry. But what was the real fallout?

  • How much has mobility cost increased?
  • Have companies changed their policies in reaction to the changes?
  • What is this non-conforming state thing and how are companies handling it?


Moderator:

Jonathan Frick
Manager Global Mobility
Ineo

Speakers:

Angela Sieber, CRP
Senior Director, Finance
Plus Relocation Services, LLC

Erika Beddow
Tax Manager
Global Mobility Tax, LLP


‍‍Friday, 10 May 2019

Are We All Moving Together? Group Move Strategy (45 minutes)

Friday, May 10, 9:00 am – 9:45 am

In this session, you will hear representatives from various industry segments exemplify ways to support each other and partner together for the success of a group move. Corporate, RMC and Supplier Partners will give examples of ways to support and partner together for the success of the group move process. The intent of a group move is always success for the employee and the corporation. Not only will the RMC and Supplier Partner demonstrate how they provide ongoing support to the Corporation, but we will hear the Corporate side sharing examples of the how and why group moves happen.

Moderator:

Lori Hassler, CRP
Relocation Strategy – Service Integration
Boeing

Speakers:

Tonya Hamilton, SCRP, GMS
VP, Relocation & Business Development
Berkshire Hathaway HomeServices Woodmont Realty

May Beth Nitz, SCRP, SGMS-T
Vice President, Global Consulting Services
Altair Global

 

Make Your Executives Fully Aware Of The Many Undercounted Business Impacts From Effective Relocation (60 minutes)

Friday, May 10, 9:00 am – 10:00 am

Much like relocation services, business functions like purchasing, warehousing and transportation were historically considered by corporate executives as cost centers. However, after a number of years of fighting for meager budgets, they shifted their business case approach. They wisely moved their economic justification towards demonstrating their actual revenue and business impacts. And, under the label of supply chain, it is now considered to be an essential strategic function, and in some cases even a profit center. In an effort to make a similar transition, we invited Dr. John Sullivan, an expert in identifying business outcomes. We asked him, to increase our awareness of the often-undercounted business impacts resulting from great relocation services. During this energized and thought-provoking session, he will cover these important topics:

  • Identifying relo’s value-added contribution from improving the attraction and the retention of top talent
  • Revealing its possible impacts on employee and leadership development
  • Quantifying relo’s impact on cross business unit pollenization, collaboration and innovation
  • How to convert your identified impacts into the language of business, dollars
  • And yes, even how relocating top talent can directly increase revenue
  • Bring high expectations because this highly interactive session will answer all of your questions and provide you with the tools you need to bolster your own business case.

Speaker:

Dr. John Sullivan
Professor, Author, Corporate Speaker and Advisor

 

Reframing Travel Management: New Approaches to Aligning Travel Programs with Business Goals (30 minutes)

Friday, May 10, 9:00 am – 9:30 am

As global business and leisure travelers have more concerns about their health, safety, productivity and satisfaction and employer’s worry about gaps in support that lead to unsuccessful trips and reputational risk, this presentation and interactive presenters with help you rethink your approaches to managing one of your organization’s most important assets – the business traveler and their supportive family. We will also discuss the unique nature of global business travel to the United States and the recent “Munn vs. Hotchkiss” case that will underscore the need for programs that satisfy Duty of Care requirements and protect against Black Swan Events. We will also offer individual travel tips to support your own personal travel.

Moderator:

James Trani
Vice President of Sales – Global Solutinos
UnitedHealthcare Global

Speaker:

Scott Gillespie
Head of Analytics
Airlines Reporting Corporation (ARC)