Educational Sessions 

Thursday, October 8, 2015

Education and Development Sessions
Various Locations
Attendees can select one or more of the following sessions offered during a time slot to attend.


Global Employment Companies: Managing Corporate Risk and Reducing Mobility Costs
10:45 – 11:45 a.m.    Room 304 – Level 3 – Hynes Convention Center
We know that global employment companies can solve many challenges regarding compensation and benefits for global expats.  This session will identify some of the risks, and determine how global employment companies (GECs) can be used as a tool to manage those risks as well as reduce mobility costs. The session will address when a GEC makes sense, what a GEC is and what it isn’t.  Discussion will center on how GECs are structured and best practices in managing stakeholders’ expectations as well as meeting the implementation challenges.
Audience: Corporate HR/Mobility Professionals

Level: Intermediate/Advanced
Learning Objectives:

  • Understand what a GEC is and what it isn’t
  • Assess the pros and cons of GECs
  • Identify and learn to manage GEC implementation challenges

Moderator:
Kerry Weinger
Partner
Baker & McKenzie LLP
Chicago, Illinois

Presenter:
Harvinder Freeman, GMS
Global Mobility Manager, Americas
Oceaneering International, Inc.
Houston, Texas


How to Develop and Lead a World-class Global Mobility Program
10:45 – 11:45 a.m.
    Room 306 – Level 3 – Hynes Convention Center
Are you ready to move to the next level with your mobility program, but don’t know where to start?  Discover what some of the industry leaders have done to build world-class mobility programs – including the lessons learned from failures along the way.  Discuss the risk/exposure of not incorporating best policies and practices into your program – particularly where compliance issues are concerned.  Great leadership contributes to a successful global mobility program – join us and learn how you can develop a world-class mobility program that consistently performs at the top.
Audience: Corporate HR/Global Mobility Managers

Level: Advanced
Learning Objectives:

  • Discover the essentials required for an exceptional global mobility program
  • Explore best practices for implementing a world-class program
  • Develop a plan for leading, mentoring and communicating to insure that you are leading your team

Moderator:
Jerry Erickson
Principal
Erickson Immigration Group
Arlington, Virginia

Presenters:
William Taylor, Esq.
Head of Global Mobility
Adobe
San Jose, California

Jessie Rinaldi
Relocation Program Manager
The Bose Corporation
Framingham, Massachusetts

Susan C. Gregory
Head of Talent Mobility
Grant Thornton UK LLP
London, United Kingdom


The Best Way of Working: A Client’s Perspective
10:45 – 11:45 a.m.
   Room 208 – Level 2 – Hynes Convention Center
A panel of corporate client thought leaders will share their best practices and cutting-edge ideas in managing their global programs through supplier selection and program management. From their experiences you will learn valuable tools in policy administration, the best use of vendors, and different approaches to vendor selection and management.  Join us for a strategic review of specific corporate programs to determine what can be added to your business model.
Audience: Corporate HR/Mobility Professionals

Level: Intermediate
Learning Objectives:

  • Explore various successful strategies
  • Gather ideas from industry best practices
  • Learn how to implement strategies for successful outcomes

Moderator:
David Welch, CRP
Vice President
SIRVA Worldwide, Inc.
Bentonville, Arkansas

Presenters:
Medina McDade, CRP, GMS-T
Director
Wal-Mart Stores, Inc.
Bentonville, Arkansas

Jackie Blais, GMS
Manager, Enterprise Mobility
Avery Dennison
Oegstgeest,  Netherlands

Jackie Eddings
Executive Director – HR Operations
Health Care Service Corporation
Richardson, Texas

Sophia Tantses
Global Manager, Talent Acquisition & Mobility
SCIEX (A Danaher Company)
Concord, Ontario, Canada


Global Mobility Metrics: Using Program Analytics to Transform Your Business
10:45 – 11:45 a.m. 
  Room 202 – Level 2 – Hynes Convention Center
When it comes to global mobility, immigration program metrics can make a big impact on the control you wield over your costs and how you identify and organize business priorities. This session will guide you on how key information can drive better decisions about costs, efficiency practices, human resources and global mobility policies, and workforce planning.  Attendees will obtain a basic understanding of how to identify important program metrics, use these metrics to achieve global mobility goals, and analyze data to develop efficient and effective practices.
Audience: Corporate HR/Mobility Professionals

Level: Intermediate/Advanced
Learning Objectives:

  • Understand how to use metrics to achieve your business goals
  • Identify important mobility program metrics
  • Learn how to analyze data to develop efficient and effective processes

Moderator:
Robert J. Horsley
Executive Director
Fragomen Worldwide
Santa Clara, California

Presenter:
Melissa S. Sudano, CRP, SGMS-T
Director, Mobility
CA Technologies
Islandia, New York


Flexible “Family” Solutions for Multiple Generations of Assignees
10:45 – 11:45 a.m. 
  Room 203 – Level 2 – Hynes Convention Center
Surveys continuously emphasize that the success or failure of an assignment depends on a supportive family – and family support services are critical to that success.  In this session, our team of corporate mobility professionals will discuss the special family support programs in their policies and whether they are mandated or voluntary.  Learn what new programs are being requested in 2015, and explore the unique approaches required in reaching out to four different generations in the workplace.
Audience: Corporate mobility professionals, relocation management company representatives, family support providers

Level: Advanced
Learning Objectives:

  • Explore the current outlook on issues facing families and employers
  • Understand the definition of current “family” units
  • Identify solutions for family support in 2015

Moderator:
Ilene Dolins
Global Mobility Consultant
Mango Languages & REA
White Plains, New York

Presenters:
Cori L. Beaudet, SCRP, SGMS
Director, Abbott Talent Deployment
Abbott Laboratories
Abbott Park, Illinois

Tessa Boone
Global International Service Policy & Process Manager
Ford Motor Company
Dearborn, Michigan

LaShell Tinder, GMS, GPHR
HR Mobility Manager
Skanska USA Inc.
Parsippany, New Jersey

Kate Pellegrino
Area Manager
Instacart
Boston, Massachusetts


Doing Business in India
10:45 – 11:45 a.m. 
  Room 206 – Level 2 – Hynes Convention Center
How do you prepare your expats for the 100 degree and the 5000 year mindset?  This session will give insights on how to conquer the chaos and win in India. The session, authored by Ranjini Manian, and Joanne Grady Huskey, based on their new book, Make it in India – Global CEOs, Indo-US Insights, will share real-life stories and practical advice given in the book by the 12 CEOs she interviewed, representing companies such as Ford, Facebook, Microsoft and IBM. This interactive format will be a high energy audience participation learning environment. Topics will include negotiating the deal, meeting expectations, women on board, and the India impact.
Audience: All Symposium attendees

Level: Advanced
Learning Objectives:

  • Develop an understanding of effective working relations within India
  • Explore practical tips for improved business relationships with specific stories from CEOs
  • Gain a perspective on how Americans are viewed and leverage this for business efficiency

Moderator:
Anita Krishnaswamy
President
Global Adjustments Services Pvt Ltd.
Chennai, Tamilnadu  India

Presenters:
Ranjini Manian
Founder & CEO
Global Adjustments Services Pvt Ltd
Chennai, India

Joanne Grady Huskey
Co-Founder & Vice President
I Live 2 Lead
Bethesda, Maryland


Worldwide ERC® Government Affairs Update
10:45 – 11:45 a.m. 
  Room 207 – Level 2 – Hynes Convention Center
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, DC 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.
Audience: This session will be of tremendous value to all mobility professionals.

Level: Intermediate/Advanced
Learning Objectives:

  • Gain insight into the most recent tax and legal issues in the U.S.
  • Access an overview of tax and legal changes impacting assignments globally
  • Develop an awareness of the resources available for mobility professionals

Moderator:
Hank Roth
Senior Counsel – Relocation
SIRVA Worldwide, Inc.
Independence, Ohio

Presenters:
Peter K. Scott
Worldwide ERC® Tax Counsel
Peter K. Scott Associates
Sunset Beach, North Carolina

Tristan North
Government Affairs Consultant
Worldwide ERC®
McLean, Virginia


Perspectives on Mobility 2020
10:45 – 11:45 a.m. 
  Room 302 – Level 3 – Hynes Convention Center
The global mobility industry has changed considerably in recent years.  This complex, dynamic landscape is likely to continue to transform rapidly.  We've moved from a focus on classic international secondments to a more flexible mobility world - including short-term and commuter assignments, extended business trips, as well as moving jobs to people and increased virtual mobility.  This session looks ahead over the course of the next five years to 2020, from the perspectives of both corporate multinationals and service providers and what they might expect to see and experience.  We will look at the factors likely to impact global mobility - economic, political, personal, social and technological - and will suggest how corporate mobility leaders and service providers can best respond to these challenges.  Come and see how the view through our crystal ball compares to yours!  Attendees will receive Aperian Global’s newly published book, Leading Across New Borders: How to Succeed as the Center Shifts which discusses strategies and tools for working across cultures, leading inclusively, running a matrix team, integrating an acquisition, and making tough ethical choices – all of which affect global mobility now and in 2020!
Audience: Corporate HR/Mobility professionals and service provider partners

Level: Intermediate/Advanced
Learning Objectives:

  • Understand the factors impacting global mobility over the coming years
  • Appreciate what these changes will mean for the global mobility industry.
  • Learn how best to respond to the changes (includes both perspectives: corporate and service providers)

Moderator:
Cecilia M. Franchi
Director, Global Consulting
MSI
Hampton, New Hampshire

Presenters:
David Schofield
Director
Murray Court Consulting Ltd.
Ascot, Berkshire, United Kingdom

Laurette Bennhold-Samaan
Chief Operating Officer
Aperian Global
Washington, DC


Managing the Compliance Challenges Arising from Incentive Compensation and Retirement Plans for Mobile Employees
1:45 – 2:45 p.m.    Room 304 – Level 3 – Hynes Convention Center
This session will examine the compliance challenges arising from incentive compensation (including equity awards) and retirement plans for mobile employees. During this session, the discussion will focus on the issues faced managing risks and addressing the compliance challenges generated by mobile employees. The discussion will address cross-border tax exposures in addition to labor law and data privacy concerns.
Audience: Corporate HR/mobility professionals and policy consultants

Level: Intermediate
Learning Objectives:

  • Identify the compliance issues
  • Learn best practices for risk management
  • Understand approaches to tracking trailing tax liabilities

Moderator:
Kerry Weinger
Partner
Baker & McKenzie LLP
Chicago, Illinois

Presenters:
Harvinder Freeman, GMS
Global Mobility Manager, Americas
Oceaneering International, Inc.
Houston, Texas

Melissa S. Sudano, CRP, SGMS-T
Director, Mobility
CA Technologies
Islandia, New York


Learning Your Global ABCs
1:45 – 2:45 p.m. 
  Room 202 – Level 2 – Hynes Convention Center
In today’s global economy understanding your risk associated ABCs is vital to the continuing success of your organization’s performance.  Since 2009, there have been 58 multi-national corporations fined, $3.7 B financial penalties paid, and over 40 corporate executives charged under the Foreign Corrupt Practices Act and the U.K. Bribery Act.  With international trade at $19 T annually, and a competitive push to grow market share, do you know where your supply chain is at its greatest risk globally?

Join us and learn from a leading industry compliance expert. Key issues ranging from causes and consequences, to anti-corruption practice, international cooperation, and some supply chain best practices of a leading global organization will be covered.

This session will also discuss practices and procedures taken by governments and other key stakeholders, to eliminate corruption and promote accountability and transparency.

At the end of this session, you will learn about:

  • Recent developments under the U.S. Foreign Corrupt Practices Act, UK Bribery Act, and the Companies Act.
  • Understand where your risks associated with bribery anti-corruption are, and how to spot and report them.
  • Apply best practice using a case study to learn how to identify and to avoid common corporate pitfalls.
  • Build a strong culture of honesty, integrity and accountability within your organization.

Moderator:
Denise Guzzetta, GMS
Vice President, Business Development North America
Crown Worldwide Group
Danbury, Connecticut

Presenters:
Nelson Akinrinade
Vice President, Human Resources
Crown World Mobility
Dallas, Texas

Julie Coleman, CRP, GMS
Regional Contracts Manager
HR Services – The Americas
Shell Oil Company
Houston, Texas


Localization: Get Off the Negotiation Treadmill
1:45 – 2:45 p.m. 
  Room 203 – Level 2 – Hynes Convention Center
Country to country differences in pay levels, benefits, taxes, currencies, living costs and cultures can present challenges to mobility professionals who must transition temporary assignees and cross-border transfers to local terms and conditions.  Without a comprehensive policy in place, localizations can involve lengthy negotiations with potential transferees, increasing costs and resulting in inequitable compensation arrangements.  In this session, we will explore how to establish localization packages that meet employee needs as well as harmonize with compensation arrangements for local national peers.  We will learn about the hallmarks of robust localization policies and consider some practical aspects of localization practices for difficult transfers.  Attendees will learn how one company defines and manages their robust localization program, hear about another’s process to establish their first localization policy, and share in some case study examples that highlight solutions for “problem” localizations.
 Audience: Corporate HR/Mobility professionals

Level: Advanced
Learning Objectives:

  • Understand the hallmarks of a robust localization policy; how to structure policy and practice to limit negotiations with employees
  • Explore differentiations in policy and practice for expat to local vs. cross-border hire
  • Identify “watch outs” and how to address difficult localizations

Presenters:
Frank Schuitema
Director, Global Compensation & International Mobility
International Flavors & Fragrances Inc.
New York, New York

Jessica Caligan
Senior Manager, Advisory and Client Services
AIRINC
Cambridge, Massachusetts


Should I Stay or Should I Go! - Maximizing Your Time, Money and Resources – Making the Right Decision
1:45 – 2:45 p.m. 
  Room 302 – Level 3 – Hynes Convention Center
Why do companies go out for an RFP and what is an RFP trying to achieve?  This session will explore the process of RFPs and address questions such as who owns the RFP, who needs to be included in an RFP, and how do you measure the RFP process. Investigate recent inclusions in RFPs and determine what you need to do to make the process work for your company.
Audience: Corporation HR/mobility professionals and service providers

Level: Advanced
Learning Objectives:

  • Discover how to evaluate your current program within corporate objectives
  • Learn to develop action plans to repair or replace your current supplier
  • Obtain the tools needed to select a new supplier

Co-Moderators:
Chris Kline
Executive Vice President
Bristol Global Mobility
Phoenix, Arizona

Steve Lewis, GMS
Asian Representative
Bristol Global Mobility Asia
Wan Chai, Hong Kong China

Presenters:
Marc Ensign
Director, Global Category Management
Sonoco
Hartsville, South Carolina

Jason Mendelsohn, CRP, GMS-T
Global Mobility Program Manager
Hasbro, Inc.
Pawtucket, Rhode Island

Jodi Harris
Global Mobility Manager
Harris Corporation
Melbourne, Florida


U.S. Real Estate Trends and Topics 2015
1:45 – 2:45 p.m. 
  Room 208 – Level 2 – Hynes Convention Center
This session will provide an overview of 2015 U.S. Real Estate and economic indicators.  Explore national and regional real estate results/statistics and projections for the balance of 2015 in terms of real estate price trends, mortgage trends, consumer confidence, inventory, rental trends, and the impact of these trends on workforce mobility.
Audience: All Symposium attendees dealing with real estate issues within the U.S.

Level: Intermediate/Advanced
Learning Objectives:

  • Gather information on the U.S. real estate markets and their influences on the relocating employee
  • Utilize the information to counsel and educate transferees
  • Discover information beneficial to implementing and updating relocation policies

Moderator:
Carol A. Kelly, SCRP, SGMS-T
Senior Vice President, Corporate Relocation Services
The Corcoran Group
New York, New York

Presenters:
Patricia Ann Pollard, CRP, GMS (Western Region)
Director, Relocation and Business Development
Coldwell Banker United, REALTORS NRT, LLC
Houston, Texas

Karen Danner, CRP, GMS (Southern Region)
Director of Corporate Services
Latter & Blum Family of Companies
New Orleans, Louisiana

Ryan Carrell, CRP (Central/Mid-West Region)
Director of Relocation and Client Services
Carpenter Realtors
Indianapolis, Indiana

Kim Givens, CRP (Northeast Region)
Director, Relocation Services
William Raveis Real Estate, Mortgage & Insurance Co.
Shelton, Connecticut


Forecasting and Accruals… Oh My!
1:45 – 2:45 p.m. 
  Room 207 – Level 2 – Hynes Convention Center
As mobility leaders, do you ever get calls from your finance department or even from the business scrutinizing budgets versus actual costs for a global assignment or relocation?  If you are tax provider or mobility service partner, you probably get multiple requests for advice on how to control costs.  What do you do?  In this session, you will learn how organizations work with their finance teams and engage tax and mobility partners to assist with the process of budgeting and monitoring assignment/relocation costs.  Also, you will hear best practices when it comes to cost projections, forecasting and accruing costs from a panel of corporate mobility leaders, tax partner and relocation service provider.
Audience: Corporate HR/mobility professionals and mobility service providers

Level: Advanced
Learning Objectives:

  • Understand how organizations monitor mobility costs through cost projects, forecasting  and accruals process
  • Learn best practices on how to partner with your corporate finance team, tax and relocation providers
  • Understand the nature of assignment/relocation costs and how this affects budget to actuals

Moderator:
Joseph J. Jackson, III, GMS
Vice President, Business Development
Graebel Relocation Services Worldwide
Newtown, Connecticut

Presenters:
Jeanne McGlinchey
Manager, Global Immigration and Expatriate Services
Biogen
Cambridge, Massachusetts

Ken Brown
International Assignment Business Lead Manager
Raytheon
Billerica, Massachusetts

Amelia Chin
Senior Manager
Deloitte Tax LLP
New York, New York


Multigenerational Workforce: Bridge the “Know-Do” Gap
1:45 p.m. – 2:45 p.m. 
  Room 210 – Level 2 – Hynes Convention Center
Millennials have been getting press for over a decade.  We get it. There are a lot of them and they’re unique. We know why Millennials should get our attention but what are organizations doing to bridge the ‘Know – Do’ gap?

  • How are companies taking advantage of this once-in-a-generation chance to attract and develop this talented cohort?
  • Who is in front of this customer and client demographic bubble and what are they doing to capture the hearts and minds (and wallets) of Generation Y?
  • Best practices – who “gets it” in the mobility industry?

Invest an hour and find out. At the end of this engaging and interactive session, you’ll have answers to these pressing questions:

  • Why is this important to the Workforce Mobility industry?
  • What are we forgetting (or ignoring) about Generation Y?
  • What 1 management skill crosses every generational barrier?
  • Who’s ‘killin’ it’ with Millennials and what can we learn from them?
  • How do I turn these ideas into competitive advantage at my company?

Audience: All Symposium Attendees

Level: Intermediate

Presenter:
Rob O'Donnell
Managing Director, Consulting Services
Solutions 21
Pittsburgh, Pennsylvania


Plan to be Amazing!TM – What Really Matters to Your Internal/External Customers
1:45 – 2:45 p.m. 
  Room 306 – Level 3 – Hynes Convention Center
Session repeated at 3:15 – 4:15 p.m.
Join us for an energizing, insightful, and interactive session to learn how to bring greater intentionality and accountability to every business interaction to increase your impact and influence.  Expand your understanding of what constitutes “amazing” in the eyes of your internal/external customers.
Audience: All Symposium attendees

Level: Intermediate
Learning Objectives:

  • Increase your self-awareness and openness to market feedback
  • Build your following as a leader
  • Develop your own leadership style

Presenter:
Carol Isozaki
Principal/Founder
Strategic Brand Intelligence
Pleasanton, California


Code Red: Duty of Care, Security and Contingency Planning for International Assignees
3:15 – 4:15 p.m. 
  Room 202 – Level 2 – Hynes Convention Center
Duty of care is a growing concern for multinational companies deploying their workforce and/or seeking global expansion in high risk locations. This session will explore various segments including medical emergencies and security threats as it relates to corporate policy and employee safety.
Audience: Corporate HR/mobility professionals and global service providers

Level: Advanced
Learning Objectives:

  • Explore tactical measures in challenging circumstances
  • Understand both logistical and emotional considerations through mini case studies
  • Investigate & implement policy and response efforts

Moderator:
Vicki D. Ragavanis
Senior Manager, Business Development
International AutoSource
Woodbury, New York

Presenters:
Robert E. Goodrich
Senior Global Security Manager
Boston Scientific Corporation
Marlborough, Massachusetts

Dennis Quiles, CPP, CPSI, MBA
Director Global Security & Executive Protection
McDonald’s Corporation
Oak Brook, Illinois

Eric R. Kloss
Assistant Director of Global Security Operations
AIG
Houston, Texas


The Changing Face of Global Mobility
3:15 – 4:15 p.m. 
  Room 203 – Level 2 – Hynes Convention Center
With more employers using the mobilization of talent as a key driver of growth, the day-to-day responsibilities and goals of global mobility are evolving.  The days of “transactional only” mobility are almost behind us.  Modern mobility is viewed as a critical component of talent and an organization’s business strategy.  Mobility is viewed as the authority for providing strategic insight and value to multiple initiatives across a company.  These can range from supporting diversity initiatives and talent development, to global growth (through the deployment of the right people to the right places, for the right reasons and at the right cost).  Join this session to hear our panel of industry experts discuss “changes” and the steps mobility teams must make to stay ahead of the curve. 
Audience: Corporate HR/mobility professionals

Level: Intermediate/Advanced
Learning Objectives:

  • Providing facts to educate on the “changes” within global mobility
  • Insight and ideas about how to look at diversity and other topics
  • Help with determining the direction your program will take in the next 5 years

Moderator:
Heather Henry
Director, Global Mobility
Marsh & McLennan Companies
Hoboken, New Jersey

Presenters:
Cheryl Baranowski
Global Mobility Manager
Pivotal
Hull, Massachusetts

Brynne K. Herbert, GMS
CEO
MOVE Guides
London, United Kingdom

Stuart Taylor
Mobility COE Leader
Mercer
Boston, Massachusetts

Andrew Walker
Director, Global Mobility
EY
New York, New York


Structuring Talent-Initiated Mobility to Encourage Attraction, Development and Retention
3:15 – 4:15 p.m. 
  Room 302 – Level 3 – Hynes Convention Center
This session will discuss the trend of employee initiated mobility and provide examples of how two specific companies have developed programs that are aligned with their talent management objectives as they seek to maximize their ability to attract, develop and retain their existing talent.  We’ll hear what motivated the development of their programs, what issues had to be considered, and how companies are looking (or are being forced to look) at these “talent opportunities” as a part of their overall talent management strategy as they attempt to attract, develop and retain top talent.
Audience: Corporate HR/mobility professionals, talent management representatives, relocation management company representatives, recruiters

Level: Intermediate
Learning Objectives:

  • Gain a strong working definition of this talent mobility element and an understanding of whether this is an increasing trend
  • Explore two or three different approaches/philosophies/frameworks on structuring support for employee- initiated mobility
  • Identify concrete examples of how companies are aligning talent management objectives and mobility

Moderator:
Rachel Noble, CRP, GMS
Strategic Client Relations Manager
Plus Relocation Services, Inc.
Minneapolis, Minnesota

Presenters:
Jill Buzzelli, GPHR
Director, Global Mobility Consulting
PricewaterhouseCoopers LLP
Florham Park, New Jersey

Cheri Higgins
Head of Global Mobility
Twitter
San Mateo, California

William Taylor, Esq.
Head of Global Mobility
Adobe
San Jose, California


Disney’s Global Mobility Transformation
3:15 – 4:15 p.m. 
  Room 207 – Level 2 – Hynes Convention Center
Join us for a behind-the-scenes look at the transformation of Disney’s global mobility function to a centralized model that meets the unique strategic objectives of each business segment while continuing to ensure a consistent and quality experience for their transferees.  Participate in the journey from the department’s history/origins to creating the vision for Disney’s new Global Mobility function, then restructuring the team and its service delivery model, and creating new streamlined and flexible relocation offerings.  You will learn valuable insights on leading a large organization through change and gain a perspective on what large corporate clients are looking for in relocation service providers as well as how to build strong partnerships with them.
Audience: Corporate HR/mobility professionals and mobility service provider partners

Level: Advanced
Learning Objectives:

  • Understand the structure and service delivery model of a centralized Global Mobility program.
  • Learn best practices on managing through organizational changes
  • Develop strategies for partnering with external service providers

Moderator:
Penny Reyes Bonhagen
Sr. Manager, Global Mobility and Immigration
Seagate Technology
Cupertino, California

Presenter:
Robert Brezosky
Director Global Mobility & Leadership Development Programs
The Walt Disney Company
Burbank, California


Plan to be Amazing!TM – What Really Matters to Your Internal/External Customers
3:15 – 4:15 p.m. 
  Room 306 – Level 3 – Hynes Convention Center
Join us for an energizing, insightful, and interactive session to learn how to bring greater intentionality and accountability to every business interaction to increase your impact and influence.  Expand your understanding of what constitutes “amazing” in the eyes of your internal/external customers.
Audience: All Symposium attendees

Level: Intermediate
Learning Objectives:

  • Increase your self-awareness and openness to market feedback
  • Build your following as a leader
  • Develop your own leadership style

Presenter:
Carol Isozaki
Principal/Founder
Strategic Brand Intelligence
Pleasanton, California


Around the World in 60 Minutes
3:15 – 4:15 p.m. 
  Room 206 – Level 2 – Hynes Convention Center
Take advantage of this unique opportunity to go around the world in 60 minutes!  In this fast-paced session, attendees will have the opportunity to visit with country experts representing the six major regions of the world: Eurasia, Europe, the Middle East, APAC, the Americas and Africa.  You will be able to identify key issues to be aware of in these regions, what immigration requirements are unique to the various countries, and what standard support is available in each country.  Spend 8 minutes at each area and have the opportunity to explore all six regions in the course of the hour.  Each attendee will be provided with a handout for each region, and will be able to ask burning questions of our experts.
Audience: Corporate HR/mobility professionals, global mobility service providers

Level: Intermediate
Learning Objectives:

  • Discover what causes the greatest problems to assignees and corporations within each region
  • Understand what the core services and unique factors are in each location
  • Identify what to look for with regard to immigration and residency permits

Moderator:
Andrew Elliman
Group Sales Director
AGS-360o Solutions
Greater London, United Kingdom

Regional Panelists:
Africa
Rene Stegmann, Managing Director, Relocation Africa, Cape Town, South Africa
Olivier de Blois, General Manager, Executive Relocations Middle East & Africa, Cape Town, South Africa

Americas
Joleen Lauffer CRP, GMS, Vice President of Operations, AIReS, Pittsburgh, Pennsylvania
Santiago Bosch, President, LARM Group, Buenos Aires  Argentina

APAC
Ros Peterson, GMS, Director, Relocations Australia, Sydney, NSW Australia
Kay J. Kutt, SCRP, SGMS-T GPHR, Managing Director, Asia, Asian Tigers Mobility Ltd, WanChai Hong Kong
Dima Lorenz, GMS, Managing Director, Ark Relocation China, Shanghai  China

Eurasia
Stuart McAlister, Managing Director, Inter Relocation Group, Budapest, Hungary
John Nicholls, Global Product Manager – Relocation, Move One, Dubai, United Arab Emirates

Europe
Hanne Klausen, Group Director Relocation, Alfa Quality Moving & Relocation, Hvidovre Denmark
Gordon J. Kerr, Director-Employee Unit, Morton Fraser LLP, Edinburgh  United Kingdom
Markus Demuth, Managing Partner, Palladium Mobility Group, Munich  Germany

Middle East
Mona Radwan, President, Global Relocation Consultants Middle East & North Africa, Cairo  Egypt

Indian Sub-Continent
Charmaine Baptista, GMS, Vice President – Relocation & Immigration, Writer Relocations Asia & the Middle East, Bombay, Maharashtra, India


2015: The Next Generation of Information Security
3:15 – 4:15 p.m. 
  Room 304 – Level 3 – Hynes Convention Center
Breaches, exploits, and vulnerabilities have filled the media over the past 18 months.  From the board of directors to downstream suppliers, concerns are heightened and everyone is impacted.  This presentation will delve into what has been occurring, how the mobility industry is impacted, and why this topic is so important now.  We will discuss the “next generation of information security” that lies ahead for the mobility industry and identify the key changes and fundamental shifts we are seeing and will continue to see.  We will also review understanding how compliance and verification is the new normal and the basic types of information to protect.
Audience: All Symposium attendees

Level: Intermediate
Learning Objectives:

  • Discover what changes have occurred in information security in the last year
  • Learn about the impact extensive media coverage on vulnerabilities and breaches is having on compliance in the relocation industry
  • Explore the key compliance activities required to meet the current challenges, from both the client and supplier viewpoints

Presenter:
John Dutt
Senior Vice President, Chief Information Security Officer
Cartus
Danbury, Connecticut


Managing Intra-European Mobility – How To Navigate The Borders
3:15 – 4:15 p.m. 
  Room 208 – Level 2 – Hynes Convention Center
The European Union’s enlargement, ever-increasing globalization and economic fluctuations in the region have both precipitated and posed challenges for corporate intra-European mobility.  And a recent 2015 Worldwide ERC study bears this out:  96% of respondents from 85 organizations with intra-European moves anticipate intra-European volumes will increase or remain the same over the next three years.  This session will explore some of the many complexities involved with intra-European relocations, including how:

  • Different types of assignments and moves require different programs and pose unique challenges.
  • The assumption that, “It’s within the EU, so how hard can it be?” is a risky one.
  • Housing and living costs that vary significantly by country can complicate short term and long term assignments.
  • Immigration and tax compliance concerns make commuter and traveler tracking essential.
  • Pension portability and other long-term benefit-related issues can impede permanent transfers.

Hear from our corporate panelists about how they navigate these cross-border challenges.  You will gain insight on:

  • Best practices in immigration and tax compliance
  • Cost containment strategies for intra-European moves
  • Key strategies to employ (and pitfalls to avoid) and when managing intra-European assignments

Audience: Corporate HR/Mobility Professionals

Level: Intermediate
Learning Objectives:

  • Explore various successful strategies
  • Gather ideas from industry best practices
  • Learn how to implement strategies for successful outcomes

Moderator
John O’Connell
Senior Vice President, Global Operations
SIRVA Worldwide, Inc.
Oak Brook Terrace, Illinois

Panelists
Christine Wilson, GMS-T
Vice President, Research & Education
Worldwide ERC®
Arlington, Virginia

Dini M. Lavelle, CRP
Director, Int’l HR Global Mobility
Oracle
Pleasanton, California

Melissa M. Niemczyk, CRP
Senior Manager, Global Mobility
Staples
Framingham, Massachusetts

How Do We Manage the Challenges and Complexities of Global Mobility Payroll?
3:15 – 4:15 p.m.    Room 210 – Level 2 – Hynes Convention Center
What are the challenges multi-nationals face implementing, managing and delivering global payroll on a day-to-day basis in multiple foreign countries? We will identify the issues, discuss the key elements and look at solutions that pertain to global compliance, data security, system integration, and auditable reporting while minimizing the compliance risk. Learn what corporations are doing today and hear from a global provider as he talks solutions and a new paradigm.  We will open the session identifying global challenges and issues, hear from the panel and invite the session attendees to participate in an open discussion with our experts.
Audience: Corporate HR/mobility professionals

Level: Advanced
Learning Objectives:

  • Understand what challenges and complexities your corporation could face regarding global payroll as you serve your expatriates, in-country locals, rotators or as you localize employees
  • Learn how your company will minimize compliance, financial, audit and reporting risk around the globe while reducing excessive redundancies and increasing global efficiencies
  • Discover how to develop strategies or action plans that will support your corporate culture and business plans as you deliver global compliant payroll

Moderator:
David Motherwell
Managing Director, Sterling Americas
Sterling Relocation
Chicago, Illinois

Presenters:
Joel Nezvesky
Americas Operations & Advisor Services
EMS
London, United Kingdom

Patricia Webb, CPP
Global Payroll Manager - Corporate Finance
Black & Veatch Corporation
Overland Park, Kansas

Amy H. Green, GPHR
Senior Compensation Manager, Global Mobility
Marsh & McLennan Companies
Hoboken, New Jersey


Friday, October 9, 2015

Education and Development Sessions
Various Locations
Attendees can select one or more of the following sessions offered during a time slot to  attend.


Maintaining Stability in Volatile Financial, Political and Regulatory Environments
9:00 – 10:00 a.m.    Room 302 – Level 3 – Hynes Convention Center
Safeguard your program, organization, and employees in today’s dynamic financial, political, and regulatory environments.
Audience: Corporate HR/mobility professionals

Level: Advanced
Learning Objectives:

  • Learn various tools/solutions that align with mobility pay structure to deal with soft currencies, exchange rate fluctuation, and high inflation
  • Identify updates on global immigration regulatory and enforcement activity
  • Explore best practices on personal safety for assignees in hardship locations

Moderator:
Kathy Curtis, SCRP, SGMS-T
Vice President of Client Services & Administration
TheMIGroup
Hayward, California

Presenters:
Stephanie Borgeson
Client Engagement Manager
AIRINC
Cambridge, Massachusetts

David J. Crosby, SCRP, SGMS
Director, Global Project Support and Mobility
CH2M HILL
Englewood, Colorado

Roland Lechner
Director, Global Immigration
Morgan Lewis, & Bockius LLP
San Francisco, California


Who Do I Talk To About My Move? Help!  Streamlining the Employee Engagement Experience
9:00 – 10:00 a.m.    Room 202 – Level 2 – Hynes Convention Center
Do you ever have employees coming to you confused or overwhelmed with the various vendor partners involved their move?  It does take a village to make a move happen, but you can help make this a more user-friendly experience.  In this session, you will learn best practices on how to streamline and enhance the overall employee engagement process with service partners from the perspectives of a corporate mobility leader, relocation service providers and a former transferee.
Audience: All Symposium attendees

Level: Intermediate
Learning Objectives:

  • Gain awareness of various points of contact in a move
  • Learn how to partner with your relocation service provider and other mobility partners to review engagement process and set expectations on service
  • Set better expectations with employees on who will be involved in their move

Moderator:
Michele D. Brescia, CRP
Global Account Director
Cartus
Danbury, Connecticut

Presenters:
Lisa Cianflone, CRP
Account Manager
AIReS
Danbury, Connecticut

Michele L. Chamberlain
Global Mobility and Immigration Specialist
Haemonetics Corporation
Braintree, Massachusetts

Laura Levenson, GPHR
Global Practice Lead - Consulting Services
Weichert Workforce Mobility Inc.
Morris Plains, New Jersey


Tracking Your Global Footprint: Is Business Travel Putting Your Company/Employees in Jeopardy?
9:00 – 10:00 a.m. 
  Room 203 – Level 2 – Hynes Convention Center
This game-show style activity will review the trends and risks associated with a globally mobile workforce. We’ll identify challenges that may arise from unmonitored travel and explore options for managing travel.
Audience: Corporate HR/mobility professionals

Level: Intermediate
Learning Objectives:

  • Learn about current trends for monitoring and identifying non-compliance with immigration, tax and other regulations associated with business travel
  • Discover how business owners can utilize technology to manage business travel risks
  • Understand the immigration considerations for business travelers into and outside the US.
  • Explore what it takes to get corporate decision-makers to understand the risks associated with business travelers and embrace mobility management

Moderator:
Kristen Salmon
Senior Manager, Global Mobility Services
KPMG LLP
McLean, Virginia

Presenters:
Robert J. Melz
Vice President, Global Mobility
State Street Corporation
Boston, Massachusetts

Scott J. FitzGerald
Managing Partner
Fragomen Worldwide
Boston, Massachusetts


Peer2Peer Session: How Global Mobility Teams Can Demonstrate ROI
9:00 - 9:30 a.m. 
  Room 206 – Level 2 – Hynes Convention Center
This session will explore how in a Volatile, Uncertain, Complex and Ambiguous (VUCA) World Mobility Professionals can demonstrate ROI.  Melissa will share her experience, insight into hidden opportunities, and also the unseen pitfalls to avoid.  Pull up a chair for this interactive, story-telling session and leave with an understanding to questions such as these:  What exactly is ROI? How is it measured?  What role does Global Mobility have in the assignment/relocation as it pertains to demonstrating ROI?  Can Mobility professionals demonstrate positive ROI with increased pressure to control costs and achieve compliance?

Presenter:
Melissa S. Sudano, CRP, SGMS-T
Director, Mobility
CA Technologies
Islandia, New York


Peer2Peer Session: Tax Compliance for Business Travelers
9:30 - 10:00 a.m. 
  Room 206 – Level 2 – Hynes Convention Center
Every company is facing the issues, but how do we tackle it?  Please join this solutions-focused interactive discussion on how your company can either start the process of tracking and reporting business travelers or improve what's already in place.  I will discuss the phased approach that Cisco has taken and some of the challenges and lessons learned.  Primarily, it will be a time to share best practices alternative solutions to a complex and touchy issue.

Presenter:
Elizabeth Savage
Manager, Employee Mobility Services
Cisco Systems, Inc.
Raleigh, North Carolina


GENERAL SESSION – Extreme Insight
10:30 - 11:45 a.m.  -  Ballroom ABC – Level 3 – Hynes Convention Center
This popular session offers attendees a chance to hear from industry leaders on the current state of workforce mobility and talent management - and what their visions are for transforming the future. Hosted by Worldwide ERC® CEO Peggy Smith, SCRP, SGMS-T, this session is a must-attend for all attendees.

Presenters:
Dr. Mark Frederick
Director, Global Talent Management
IOR Global Services
Canoga Park, California

Jackie Blais, GMS
Manager of Enterprise Mobility
Avery Dennison Corporation
Oegstgeest  Netherlands

Ryan S. Watroba, CRP
Vice President of Relocation & Business Development
Coldwell Banker Prime Properties
Albany, New York

Susan Schneider, SCRP, GMS
President
Plus Relocation Services, Inc.
Minneapolis, Minnesota

Edward Hannibal, GMS
Partner, Global Employer Services
Deloitte
Chicago, Illinois


A New World Order: Expanding Business to New Locations
1:45 – 2:45 p.m.    Room 210 – Level 2 – Hynes Convention Center
In the past two decades, companies have expanded beyond their traditional domestic markets in search of new sources and opportunities for revenue growth.  As a result, in 2014 Asia was home to more Global 500 biggest corporations by revenue than North America.  As this trend continues, global mobility teams must capture this opportunity to bring value to the business by providing advice and direction on how to accomplish these global expansion goals through international assignments.  During this session, we will explore challenges from both the immigration and tax perspectives related to doing business in new locations, provide participants with practical first steps to consider and will also share a story about global expansion from the corporate perspective.  This will be an interactive session – come with your questions and solutions to share.
Audience: Corporate/HR representatives and mobility service providers

Level: Intermediate
Learner Objectives:

  • Discover practical first steps to consider to enable the business goal of international expansion in a timely manner
  • Explore items to keep in mind from the tax and immigration perspectives to ensure compliance within the organization
  • Learn how to capture the opportunity of business expansion to a new location by positioning HR and mobility as a valuable resource

Moderator:
Michael Witkowski
Vice President
ECA International, LLC
New York, New York

Presenters:
Christopher Hall, CTA
Managing Director
Global Tax Network
Stamford, Connecticut

Brendan Kinne
Senior Immigration Manager
Berry Appleman & Leiden
Houston, Texas

Merlyn Rasquinha
Director - Global Mobility
Weatherford
Houston, Texas


Destination Services: Coming to America
1:45 – 2:45 p.m. 
  Room 208 – Level 2 – Hynes Convention Center
Destination services. Ja naturlich. Pre-destination, destination services – what a concept! Join us in examining a case study with the destination consultant and relocation management company for insight into best practices for a move from Austria to the United States, and what a creative, energetic approach can accomplish.
Audience: Corporate HR/mobility professionals, relocation management company representatives

Level: Intermediate
Learning Objectives:

  • Explore the U.S. as a multi-cultural, complex destination
  • Identify U.S.-unique obstacles to full integration
  • Learning strategies and tools to facilitate and ease integration into U.S. destination communities

Moderator:
Dean Foster
President & Founder
DFA Intercultural Global Solutions LLC
Brooklyn, New York

Presenters:
Georgia Hoile
Relocation Specialist Team Lead
AIReS
Pittsburgh, Pennsylvania

Gigi Panico
Destination Services Consultant
Dwellworks LLC
Wakefield, Massachusetts


Ignite Session: Enlighten Us But Make It Quick!
1:45 – 2:45 p.m. 
  Room 207 – Level 2 – Hynes Convention Center
Come witness the hottest new presentation format—and at the same time, be educated, entertained and inspired!  Hear your colleagues share their stories in 5-minute talks supported by 20 slides that change automatically every 15 seconds.  Subjects reflect what they are most passionate about in their lives. It’s a unique learning opportunity that’s fun, fast and fabulous.  It’s an Ignite session.
Audience: All Conference attendees

Moderator:
Karen Reid, CRP, GMS-T
Executive Vice President
Worldwide ERC®
Arlington, Virginia

Presenters:
Mary E. Crump, CRP
President
Chamness LLC
Chandler, Arizona

Timothy D. Dwyer
Chief Executive Officer
School Choice International
White Plains, New York

Laura J. Henneberry, SCRP, SGMS-T
Chief Operating Executive
The Relocation Department, Inc.
Glen Ellyn, Illinois

Deborah Malonni
Immigration & Relocation Manager
American Relocation % Services
Milan, Italy

Tim McCarney, SCRP, SGMS
Vice President, Marketing
Weichert Workforce Mobility Inc.
Norwell, Massachusetts 

Lata V. Patel, GMS
Managing Director
IOS Relocations Private Limited
Mumbai, India

Mona Radwan
President
Global Relocation Consultants, Middle East & North Africa
Cairo, Egypt

Ryan S. Watroba, CRP
Vice President, Relocation & Business Development
Coldwell Banker Prime Properties
Albany, New York

 

 

Worldwide ERC® networks and educates workforce mobility professionals and HR innovators.
Global Solutions for a Mobile Workforce