Session Descriptions - Thursday, 28 September 2017 

 Wednesday, 27 September| Friday, 29 September 



How Many Association Execs Does it Take to Talk About Compliance?
10:45 a.m. – 11:45 a.m.

Five. One to moderate the panel; one to provide the content; one to verify the process, stats and outcome; one to double-check it; and one to deliver the report.
Come for this lively discussion of compliance among five association leaders in today’s risk-management-focused environment!

Audience: This session will be of tremendous value to all mobility professionals
Level: Intermediate/Advanced

Moderator: Panelists:  

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

Stephen Cryne
President and CEO
Canadian Employee Relocation Council

Terry Head
International Association of Movers
  Freddy Paxton, SCRP, SGMS
FIDI Global Alliance
Tad Zurlinden

Chasing Relevance:  Breaking Tradition and Creating Value
10:45 a.m. – 12:00 p.m.

This session is intended for mobility leaders who are looking for ideas and inspiration that will elevate their relevance and value within their businesses.    We will explore areas of challenges that are most confronted, hear success stories and solutions that are not considered traditional and share in the journeys other mobility professionals have traveled.  

Audience: This session will be of tremendous value to all mobility professionals
Level: Intermediate/Advanced


Kerwin Guillermo

Global Employee Mobility Manager
Hewlett Packard Enterprise

Lisa Johnson
Global Practice Leader, Consulting Services
Crown World Mobility

Norah Nicholls
Deloitte Tax LP

STBT and Compliance: Is This Really An Issue and What Do You Need to Know Now!
10:45 a.m. – 12:00 p.m.

The STBT session will focus on practical solutions for mitigating international travel compliance issues. Hear from a variety of speakers who have extensive experience managing the compliance issues associated with international tax and immigration laws for Short-Term Business Travelers. We will discuss what seams to be working and what doesn't as it relates to policies and programs and present findings from a survey. We will also talk about stakeholder and user buy in. If this is a concern for your company, you won't want to miss this session. If this is of no concern to your company, you should definitely join us. You will leave with a better understanding of what solutions are offered, what do policies around compliance look like and what are the real issues at hand.

Audience: This session will be of tremendous value to all mobility professionals
Level: Intermediate/Advanced

 Moderator: Speakers:  
Martijn Bouwman
Vice President
Orion Mobility

Chaitali Shah
Senior Manager, Immigration Sponsorship Services
Marriott International

Laura McLeman
Senior Tax Advisor
Citizen Abroad
Lisa Burkard
Managing Director
Spectrum Group Consulting Services, LLC
Gabby Templet Bachhuber, GMS
Senior Consultant, HR Operations, Global Mobility

Has Technology Replaced Service?
10:45 a.m. – 11:45 a.m.

This session promises to explore the balance of technology versus high touch Customer Service.  Emerging technology offers self-service options, convenience and increased efficiencies - but has it replaced the need for personalized customer service?  In this session we will present case studies and hear from industry panelists on how they are approaching this delicate balance.

Audience: This session will be of tremendous value to all mobility professionals
Level: Intermediate 

John Poklemba, GMS
Director, Account Management
Chris Chalk, CRP, SGMS
Country Delegation Manager
Siemens Corporation - Global Shared Services
Jennifer Manis
Manager - International HR Center for Excellence
Ben Cross, CRP
Vice President, Business Development
University Moving and Storage

Strengthen and Transform Your Relocation Process!

10:45 a.m. – 11:45 a.m.

Learn from industry professionals the many hybrids available. Cut your relocations costs. Improve the service your employee receives and learn where your relo dollar goes!

Audience: This session will be of tremendous value to all mobility professionals
Level: Intermediate


 Moderator:  Speakers:  
Roger Sorhagen

Vice President National Account Sales
Liberty United Van Lines

Connie Skinner, CRP
Global Relocation Manager, Corporate HR Enterprise Talent Services
Wells Fargo
Rina Montalvo
Head of Global Mobility/Immigration
Dow Jones & Company, Inc.
Scott Michael
President & CEO
American Moving and Storage Association


International Repayment Agreements:  Are They Worth The Paper They Are Written On?
10:45 a.m. – 11:45 a.m.

Repayment agreements for international assignments and/or permanent moves are being used more than ever by companies to protect their investment in employees.  Learn practical advice on whether to implement, whether or not they are enforceable by the home or host country and how to collect on them should the need arise.

Audience: All Corporate Attendees
Level: Intermediate


 Moderator:  Panelists:  
Holly Clontz

Manager, Global Talent Mobility Solutions
Ingersoll Rand

Joseph Guarino
DLA Piper

Ellen Nearman
Director of Global Mobility
Becky Baumann
Employee Benefits Consultant
Commercial Services Group


Ignite Mobility Innovations
10:45 a.m. – 11:45 a.m.

Ignite the future of mobility!  You will see industry leaders showcasing new and innovative solutions for the mobility industry.  Each presenter has 5 minutes to present 20 slides that automatically progress every 15 seconds.  It's a rapid fire event that is sure to be entertaining and informative.  Get ready to think differently, have fun and challenge the status quo. 

Audience: This session will be of tremendous value to all mobility professionals
Level: Intermediate 

Ignite Topics:

How Single Point of Coordination Challenges are Being Solved Through Social Technology
Ron Labin, CRP, SGMS-T
Director, Global Business Development
Plus Relocation

International Move Pricing is Broken for Movers, RMC's and Corporate Clients. How Can Technology Solve It?
Ben Heller
Chief Customer Officer

Best Practices to Connect Talent Management with Workforce Planning
Kushan Shah
Senior Manager

How Collecting Data and Using Predictive Analytics is Simplifying Business Traveler Compliance and Risk Management
Anupam Singhal

Small Mobility Programs and DSPs Need Love Too! A New Mobility Management Solution for the Underserved
Sebastien Deschamps

Using Lean and Agile Project Management Methodologies to Improve Your Company
John Fischer
VP Product Design & Innovation

Challenges with Capped Moves and How Technology can Alleviate the Pain and Speed Up the Process for Your Transferees
Alex Alpert
Founder & CEO

Where's the Hidden Relocation Costs?
How to Find and Eliminate Hidden Costs in Your Workforce Mobility Program
Ellie Sullivan, SCRP, SGMS-T
SVP Consulting and Advisory Services
Weichert Workforce Mobility

There are Lots of Challenges Procuring Temp Housing. Here is How Technology Can Solve It
Darin Karp


"Is It The End of The World as We Know It?" The Rapidly Changing Global Immigration Environment
1:45 p.m. – 2:45 p.m.

A discussion of global immigration trends and the rapidly changing environment.  In this session, we will look at specific examples from several countries as well as sharing best practices and ways to handle these changes in a proactive manner.

Audience: All corporate attendees with immigration responsibilities.
Level: Intermediate


 Moderator:  Panelists:  
Chaitali Shah

Senior Manager, Immigration Services
Marriott International, Inc.

Rob Taylor
Managing Attorney
Erickson Immigration Group

Sarah Reed, GMS
Human Resources Manager - Mobility
ZS Associates
Kari Boardman, GMS
HR Global Mobility Specialist

U.S. Real Estate Trends and Topics
1:45 p.m. – 2:45 p.m.

This session will provide an overview of 2017 U.S. Real Estate indicators.   We will explore national and regional real estate results, statistics and projections in the areas of price trends, mortgages, inventory, job growth, rental trends and the impact of these trends on the mobility industry.

Audience: This session will be of tremendous value to all mobility professionals
Level: Intermediate

 Moderator:  Panelists:  
Marc Krebs, CRP

Director, Relocation and Client Development
Coldwell Banker Residential Brokerage

Hellen Valle, CRP
Senior Vice President, Business Development
Berkshire Hathaway PenFed Realty
DJ Stephan, CRP, GMS-T
Allen Tate Relocation Services
Kirsten Abney, CRP
Senior Vice President
Heritage Texas Properties
Stephanie Quam, CRP, GMS
Vice President, Relocation Services
Berkshire Hathaway HomeServices Northwest Real Estate


Opening New Doors with a Global Mindset
1:45 p.m. – 2:45 p.m.

Being successful in global business demands a global mindset, even for those who don’t travel. Our increasingly multicultural workplace requires us to navigate across differences with agility. Knowing yourself is as important as ever to leverage the diversity of your teams, client portfolio and partners. Join our panel of seasoned global professionals to hear their stories of going global, and explore steps you can take to:

  • Uncover your own biases and personality traits
  • Leverage curiosity … to take you above and beyond
  • Analyze the workplace expectations of other countries
  • Build strong intercultural relationships
  • Develop strategies to flex your style

Audience: This session will be of tremendous value to all mobility professionals
Level: Intermediate

 Moderator: Panelists:  
Sean Dubberke
Director of Learning
RW3 CultureWizard
Mara Brasil
International Mobility Regional lead & Immigration Manager, Americas
Standard Chartered
Robert Brezosky
Director of Global Mobility
The Walt Disney Company


Worldwide ERC® Tax and Legal Update
1:45 p.m. – 2:45 p.m.

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.

Audience: This session will be of tremendous value to all mobility professionals
Level: Intermediate/Advanced

 Moderator: Panelists:  
Hank Roth
Senior Counsel-Relocation 
Dwellworks, LLC
Peter K. Scott
Tax Counsel
Worldwide ERC® 

Tristan North
Government Relations Adviser
Worldwide ERC®

EY & NetExpat Global Relocating Partner Survey Results
1:45 p.m. – 2:45 p.m.

Facts and data are abundant in international mobility and talent deployment: they are essential to properly guiding corporations as they review their international mobility needs and weigh their delivery options. Unfortunately, much-needed data in partner/spousal assistance has been dramatically missing in recent years. As a result, EY and NetExpat launched this year, in collaboration with the active support of major international employer organizations such as WERC and NFTC, the largest Relocating Partner Survey with the intent to provide a clearer understanding of this key component of international mobility.

With the added insights from a corporate panel, this session will provide you with the most current analytics to date, an in-depth analysis of what international employer approaches are, their current policies as well as future plans to manage relocating partner/spouse matters. This session will also provide you with current industry trends to help your global mobility program better adapt to employee requests for partner/spousal support, be more market competitive and further aligned with your company’s strategic talent objectives.

Audience: This session will be of tremendous value to all mobility professionals
Level: Intermediate

 Moderators:  Panelists:
Alain Verstandig
Andrew Walker, GMS
Director, Global Mobility Leader
Chris Chalk, CRP, SGMS
Global Mobility Manager
Siemens Corporation - Global Shared Services
Jason Ward

Sharon Byrnes, GMS-T
Formerly, Director of Talent Mobility
Bristol-Myers Squibb
Anne Stevens
Manager Global Mobility, North America
Mondelēz Global LLC

Big Data, Predictive Analytics, Artificial Intelligence - The Robots Are Coming For Your Job!
1:45 p.m. – 2:45 p.m.

Are Big Data, Predictive Analytics, and Artificial Intelligence just catch phrases from Silicon Valley, or will these technology trends have a significant impact on our lives and our work? Come hear from experts in this field who will provide specific use cases that will revolutionize our industry and change the role of Global Mobility Forever!

Audience: This session will be of tremendous value to all mobility professionals
Level: Intermediate

Moderator: Speaker:  
William Taylor
Fakhoury Global Immigration
Anupam Singhal
Monaeo, Inc.
Chris Kline
CMO / Co-Founder
Mobility Empowered


Building the Case for Transformation: Embracing Mobility’s Opportunities for Change
1:45 p.m. – 2:45 p.m.

Large scale business transformation is occurring and the HR function is no exception. How does mobility fit, and more important, how can mobility help architect the blueprint for change? Mobility leaders have been striving for years to tighten the alignment between functions, optimize the employee experience to support talent goals, and seek innovative and integrated technology to support their efforts. These same attributes underpin successful HR transformations.

Does this wave of transformation indicate a speedier outcome to realizing Global Mobility leaders’ goals, or will the pace of change be slowed by the sheer magnitude of HR’s broader objectives? How can Global Mobility leaders leverage their unique knowledge about talent, global demands and economical, efficient delivery to drive a successful outcome? Or simply, where do you begin?

Join Ellyn Karetnick and a panel of corporate experts who are at various stages of transformation to learn about how they initiated the effort, their roles and the results they’re seeing broadly and within global mobility. 

Audience: Organizations considering any form/level of change or evolution, from small to larger scale. Global Mobility, HR, Talent, Reward professionals.
Level: Intermediate/Advanced

    Moderator: Speakers:  

    Ellyn Karetnick
    Vice President, Global Head of
    Talent Mobility Consulting


    Sarah Hunt
    Global Mobility Lead
    Mondelēz International


    Julie Grover
    Director of People Mobility Operations


    Bronzetta Manjarrez
    Senior Manager II, Global Assignments
    Walmart Stores, Inc.


YP40 Extreme Insights + Reflections
1:45 p.m. – 2:45 p.m.

You’ve heard the stories of the YP40 journey and struggles to success, but what about their actual thoughts and ideas? For the first time in Worldwide ERC® history, come engage with an all YP40-led session as these talented professionals across the supplier and corporate spectrum share their insights and reflections on the industry and workforce trends of today. This podcast-like session modeled after Peggy Smith’s traditional Friday morning roundtable will address YP40 viewpoints on career advice, industry thoughts and trends, and commentary on what’s real and fake regarding millennials.  Don’t miss this ground-breaking and unfiltered look into the YP40 mindset of our industry!

Audience: This session will be of tremendous value to all mobility professionals
Level: Intermediate

Moderator: Panelists:  
John Zilka, CRP
NRI Relocation, Inc.
Martin Mayotte
Director of Relocation
Zippy Shell USA, Inc.
Moné McLucas
Client Services Manager
John Habanek, CRP, GMS
Vice President, Regional Sales Director - West Coast

Tanya Mariottini, GMS

Americas Mobility Manager
NIKE, Inc.

Put Your Seat in the Upright Position: Let’s Talk About Your Travel!
3:15 p.m. – 3:45 p.m.

This business travel session isn’t about your clients or employees: this is for you! If you travel globally for business, you’re aware that there are risks: potential terrorism, illness, and crime among them. This session, presented by the Global Business Travel Association’s GBTA Foundation, shares information about the types of risks that business travelers face; how companies have addressed these risks; and measures that can be taken to reduce or avoid them.   

Jeanne Liu
VP, Research
Global Business Travel Association (GBTA)

Audience: This session will be of tremendous value to all mobility professionals
Level: All levels

Now Is the Time:  Immigration Challenges for Emerging Markets
3:15 p.m. – 4:15 p.m.

As global immigration policies and trends become even more dynamic and subject to political influence, emerging markets could be viewed as unstable places for business. This is not necessarily the case and identifying which emerging markets actually offer a stable and defined path for employment and mobilization is key for global companies seeking to expand their operations and international footprint.   This panel will focus on identifying those markets, sharing experiences and relevant information for the relocation of employees to high growth countries and provide current information on this rapidly changing landscape that will be beneficial to those considering establishing or expanding a local presence in key regions.

Audience:  All Corporate Attendees
Level: Advanced


 Moderator: Panelists:  
Gwen Robosson
 Laura Rodriguez
Global Director, Talent Mobility
Johnson & Johnson
Nev Naidoo
Rina Montalvo
Global Mobility/Immigration
Dow Jones

Planning with the End in Mind – Are There Alternatives to the RFP Process?
3:15 p.m. – 4:15 p.m.

RFP’s are one of the standards for selecting a new partner for a company’s program.  However, the time involved and cost for preparation is sometimes overshadowed by the outcome that is received by both the company and the partner.  Are there alternatives that can be considered instead engaging in a typical RFP process and if so, what are they?  Can you still achieve the outcome that you’re seeking?  What are the pros and cons of these suggestions?   This panel will discuss their experiences and recommendations for your future RFP processes.

Audience: All Corporate and Service Provider Attendees
Level: Intermediate


 Moderator:  Panelists:  
Pam Jacknick, CRP, GMS

Vice President, Client Development
NEI Global Relocation

Jack Jampel, CRP

HR Senior Manager Global Mobility
Stryker Corporation

Shayla King-Garibay

Senior HR Manager Global Mobility
Koch Business Solutions

John Sculley, SCRP
Vice President, Managing Director
RIS Consulting Group


Global Mobility and Tax, A Partnership Like No Other!
3:15 p.m. – 4:15 p.m.

Join us for an enlightening, educational and interactive session to discuss the collaborative efforts of Global Mobility, Compensation/Payroll, and Tax to identify, mitigate and minimize global compliance and risk to your Company.

Audience: All Corporate Professionals, Tax Vendors, and Relocation Managers
Level: Intermediate

 Moderator: Panelists:  
David Bronder, CRP, GMS-T
Vice President
WHR Group
Maggie Lundervold
Senior Manager, Advisory Services
Barbara Muhlenberg
Domestic Relocation Manager
Sandra Howell
Director of Compensation
Illinois Tool Works, Inc.


Cyber Data Security

3:15 p.m. – 4:15 p.m.

Dive into the challenges of security and privacy, with a focus on how HR/Mobility teams are impacted and what they need to achieve best practices. In this hour-long session, we will address:

  • Background to the security challenge: what's happening today, and where your company can get stronger
  • Lining up your tax, immigration and related service providers for secure practices
  • Case management systems as a tool for secure communications
  • What HR & Mobility leaders can demand of their service providers for security and privacy
  • Protocols to adopt and insist upon that make your company more secure

This promises to be one you can't afford to miss!

Audience: This session will be of tremendous value to all mobility professionals.
Level: Intermediate/Advanced

Moderator: Speaker:    
Jeremy Fudge
Managing Partner
Berry Appleman & Leiden LLP
Jim Carroll, SCRP, SGMS-T
Senior Manager, Global Mobility
WestRock Company
Russ Moyer
Director of Enterprise Security
Berry Appleman & Leiden LLP
Brett Landry, Ph.D.
Dean and Professor of Cybersecurity
Satish & Yasmin Gupta College of Business
University of Dallas

Duty of Care: An Expanded Perspective

3:15 p.m. – 4:15 p.m.

With unprecedented activity in global travel, assignments and projects, more than ever companies are deploying employees 'on demand' into increasingly challenging environments. Duty of Care is not only 'fixing the problem' once a dangerous situation arises, but taking steps to proactively be aware and effective in the local environment and be ready for contingencies. Join us for an engaging panel discussion on the new global mobility environment from this perspective and learn the practices that decrease risk and exposure for the business and prepare employees for successful engagements. Experience duty of care in action through scenarios and examples from recent events, to highlight the importance of preparation, communication and crisis management for the safety of your employees and organization.

Audience: This session will be of tremendous value to all mobility professionals.
Level: Intermediate/Advanced

 Moderator: Speakers:
Maura Carey, SCRP
Senior Vice President
Dwellworks, LLC
Dean Foster
Strategic Executive Consultant
Dwellworks, LLC
Jenny Bulgrin
Manager, Corporate Mobility Strategy
  Mark B. Fischer, M.D.
Medical Director Assistance, Americas Region
International SOS
Heather Haley
Director, Strategic Partnerships


How Quality Certification Can Enhance Your Due Diligence In Provider Selection
3:15 p.m. – 4:15 p.m.

This session will highlight how quality certification can help mobility and procurement professionals in their due diligence exercise of identifying new mobility providers.  In fact, a trusted and reliable third party-audited certification, covering compliance, responsiveness, quality and processes, can tick a whole lot of boxes in any due diligence process, thus making the RFP process a lot easier.    Join us as we demonstrate how an independent quality certification will help mitigate and manage the risk in the mobility supply chain and will add value to the procurement process.

Moderators:  Panelists:  
Morgana Somers
Director of Global Development
Paxton Companies
Dominic Tidey
Operations Manager
Mark Lozano, SCRP, GMS
Senior VP, Global Relocation Manager
Wells Fargo
Ebru Demirel, GMS
Vice President
The FIDI Global Alliance
Bill Mulholland, CRP, GMS
ARC Relocation
Debra Burton, GMS
Director, Global Mobility Center of Expertise
Grant Thornton International Ltd

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