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Conference Sessions

Wednesday, 8 May 2019

Opening General Session

Wednesday, May 8, 6:00 pm – 7:30 pm

Thursday, 9 May 2019

Agile Training (60 minutes)

Thursday, May 9, 8:30 am– 9:30 am

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.

Change Management in the Mobility Industry (30 minutes)

Thursday, May 9, 10:45 am– 11:15 am

Mobility at its core is all about change management and effectively managing change is becoming an increasingly critical business skill. Design Thinking is a set of principles to develop a responsive, flexible organizational culture, empowering employees to make and effectively manage change. This is an interactive session that engages and instructs on the Design Thinking process and how mobility programs are using it to better manage the change that we all deal with.

NAFTA to USMCA: Cross-Border Immigration issues (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.


Pedro Sierra, GMS
Regional Vice President
Staff Relocation Services de Mexico

Corporate Benchmarking Recap (60 minutes)

Thursday, May 9, 10:00 am– 11:00 am


Lori Hassler, CRP
Relocation Strategy – Service Integration

Agile Training (60 minutes)

Thursday, May 9, 10:00 am– 11:00 am

YP40 Session (30 minutes)

Thursday, May 9, 2:00 pm– 2:30 pm

Real Estate: Reinventing to Stay Relevant (30 minutes)

Thursday, May 9, 2:45 pm– 3:15 pm

Traditional real estate and relocation models are changing.  Relo departments struggle to sustain themselves exclusively on the corporate managed move, so how do we balance the needs of today’s consumer, who is knowledgeable, connected, and demands, with shrinking revenue margins?  This session will discuss ways in which the real estate broker must adapt and reinvent themselves to remain not only relevant, but to thrive.


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

Lump It Or Leave It: Debating (45 minutes)

Thursday, May 9, 2:00 pm– 2:45 pm

This session would employ 4 speakers. One Corporate Client Representative and One RMC representative with a case study in lump sum Vs. a Second Corporate Client rep. and a second RMC rep. with the same case parameters under a managed care scenario. The lump sum advocates would speak first outlining their reasons for electing lump sum. The managed care team would follow covering the same case under their guidelines. Summary arguments (points) would be presented by service providers. Transferee satisfaction levels will be shared.


Patricia Pollard, CRP, SGMS
Vice President International Relocation and Strategic Growth
Century 21 Realty Partners

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.


Hank Roth
Associate Counsel and Compliance Officer
Dwellworks LLC


Tristan North
Government Relations Advisor
Worldwide ERC®

Pete Scott
Tax Counsel
Worldwide ERC®

Money Ball: New Metrics for Relo ROI (60 minutes)

Thursday, May 9, 2:00 pm– 3:00 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.

Not Your Mama’s Tax Talk (30 minutes)

Thursday, May 9, 4:00 pm– 4:30 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?

Dirty Jobs – Why is Moving So Damn Expensive? (45 minutes)

Thursday, May 9, 4:00 pm– 4:45 pm

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.

US Real Estate Trends and Topics (60 minutes)

Thursday, May 9, 3:30 pm– 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.


Annie Hamilton, CRP
VP, Relocation
Century 21 Scheetz


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

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

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

Patricia Ann Pollard, CRP, SGMS
VP International Relocation and Strategic Growth
Century 21 Realty Partners
Market: Houston

Marc Krebs, CRP
Director, Relocation and Client Development
Coldwell Banker Residential Brokerage
Market: Phoenix

Friday, 10 May 2019

Changes in Workforce Behavior (30 minutes)

Friday, May 10, 9:00 am – 9:30 am

Creative Benefits for an Evolving Workforce (30 minutes)

Friday, May 10, 9:00 am – 9:30 am

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.

Allen Koski
Senior Vice President
United Health Care Global


Scott Gillespie
Head of Analytics
Airlines Reporting Corporation (ARC)

Are We All Moving Together? (45 minutes)

Friday, May 10, 9:00 am – 9:45 am


Lori Hassler, CRP
Relocation Strategy – Service Integration

Business Travel (30 minutes)

Friday, May 10, 9:30 am – 10:00 am