HOME CONTENT MEDIA CONFERENCE PRESENTATIONS ABOUT US PAST ISSUES SUBSCRIBE Houston Nov 10 & 11   GLOBAL LEADER CONFERENCE     to be held at... Houston; • downtown Networking Dinner Tues Nov 10th     PROGRAM GUIDE TUESDAY, the 10th of November from 11.30am CHECK-IN & NETWORKING 12Noon WELCOME OPENING REMARKS PURPOSE OF THE "HOW TO" WORKSHOP ED COHEN, GLOBAL HR Talk™Radio Host of Global People Global Business™ GLOBAL HR News™ Founder, Publisher and Editor NETWORKING LUNCHEON 12.45pm, SESSION 1 HOW TO REDUCE COMPANY RISK OF ASSIGNMENT FAILURE Help grow company profits by "fixing mobility" issues - dual careers AND retention of key employees. Session will cover... HOW TO address the spouse/dual career issue in a much less expensive manner providing better and less costly support of spouses/partners HOW TO help spouses/partners become empowered to take control of their career transition HOW TO utilize Web 2.0 and cutting-edge technology Presenter Ms. SUSAN MUSICH is a Global HR & Mobility Consultant and certified Global Career Development Facilitator based in Washington DC. ABOUT THE PRESENTER Susan has a master’s degree in Counseling and Development. She has lived in Mexico, the Philippines, and Costa Rica, and has delivered presentations and training activities in 20+ countries. She is the Founder and Managing Director of PASSPORT CAREER™, LLC (www.PassportCareer.com), which addresses the dual-career issue by providing online, self-service job search support to spouses in career transitions. Susan has 20 years of experience working with international organizations, including Accenture, the World Bank/International Finance Corporation, the International Monetary Fund (IMF), the United Nations, the U.S. State Dept., the Inter-American Development Bank, the Peace Corps, and others. Susan specializes in solving business problems by addressing the international career mobility of skilled professionals and the cultural aspects related to global career transitions. Susan developed the World Bank’s first online Country Briefing Center as well as co-developed its first Global Mobility Center to provide key transition support to staff and families moving to 120+ global destinations. Susan also works with 11 organizations of the United Nations to address their challenges with dual career issues. Susan has provided career and mobility support to more than 50,000 international professionals and individual services to more than 10,000 international, skilled professionals coming from any of 180+ countries and moving to and working in more than 140 countries. Susan is a frequent speaker at international HR, business and trade conferences, and among other honors Susan was recognized in 2007 with the COMMUNICATOR AWARD - WOMAN OF THE YEAR by GLOBAL HR News™. Susan has written 13 books on international career transitions—including her most recent book, AFRICA JOB SEARCH. She has authored more than 300 articles and has been interviewed by television, newspapers, magazines and online programs, and twice by GLOBAL HR TALK™Radio Show, Global People Global Business™. 2pm NETWORKING COFFEE BREAK 2.15pm, SESSION 2 Harvard Business School-styled, collaborative-training will cover... HOW TO BUILD YOUR BUDGET and BUSINESS CASE FOR YOUR INITIATIVES ...HOW TO GET FUNDING Presenter Mr. SCOTT HAMILTON, Founder and Senior Partner ALLIGN DELEGATES WILL LEARN FROM CASE STUDIES OF SUCCESSFUL IMPLEMENTATION... ROI, Building Your Case: techniques to define your needs in clear financial terms HOW TO enhance your influence, gaining broader organization buy-in during chaotic times HOW TO overcome limited resources, dealing with budget and people constraints, to get things done HOW TO stage for funds HOW TO build buy-in and consensus for your initiative across the organization ABOUT THE PRESENTER Scott Hamilton is senior partner and co-founder of Allign, a global-to-local advisory firm that helps organization’s tap the full potential of their workforce and leadership through superior internal/external alignment programs. Scott has devoted over 20 years to the successful improvement of executive and workforce performance in “Fortune 500” through mid-market companies. From his experience as a senior corporate executive and external advisor, Scott has helped leaders to improve their personal effectiveness in managing and leading teams to create powerful working relationships and achieve greater business value. His executive and organizational coaching expertise includes leading major change management programs, developing strategic talent and workforce development programs, internal branding for external market success, improved leadership team performance sessions and the pioneering use of “collective intelligence” alignment programs. He has worked with leaders at all levels in building on their strengths to maximize team commitment, focus and results in both start-up and established businesses. Scott’s industry exposure has been both broad and deep. He has held executive roles in HR, OD and Operations the execution of major strategic initiatives in such companies as McDonald’s, Nestle USA, Bergen Brunswig, AlliedSignal Distribution and DirecTV. Scott has also managed business and executive consulting practices that coached hundreds of leaders and their organizations through large-scale change efforts, teambuilding, and merger and acquisition/integration activity teams, and developed in-house executive development programs. Scott’s particular expertise is in executive and engagement programs that bring measurable value to initiatives such as strategic visioning, internal brand development, advanced employee engagement programs , change management, succession planning, strategy execution programs and leadership team building. He is the co-founder of Allign, a company that has developed and introduced a proprietary process that integrates leadership vision and performance expectations to align all stakeholders into unified, accelerated and positive action (AllignMaps™ and LineofSite Scoreboards). Scott is a frequent keynote speaker to CEO groups, Trade associations and Industry conferences on organization innovation and alignment topics among others. 4pm WORKSHOP DELEGATE NETWORKING RECEPTION from 6.30pm GLOBAL HR News SOCIAL-NETWORKING DINNER... THE GROVE RESTAURANT, Vista Room; just across the street from Hilton Americas. Come, be with other bright people with good cheer and good talk over good food, for a couple of hours away from the more structured conference education course. This special event has a cost/person @ $99. PLEASE RSVP...Please contact Ed Cohen, Program Developer & Manager news@globalhrnews.com WEDNESDAY, the 11th of November from 7.45am, CHECK-IN COFFEE, CROISSANTS and NETWORKING 8.30am Welcome, Purpose, and Introductions ED COHEN, GLOBAL HR Talk™Radio Host of Global People Global Business™ GLOBAL HR News™ Founder, Publisher and Editor Ed is originally from Boston but California-based since 1981. He has been active within the Employee Mobility industry since 1977 beginning in the US in Boston as Founder and General Manager of a company he named, "Settling-in Greater Boston & New England" - a recruitment public relations and publishing company that also provided Relocation Destination Services. He and others aggregated, edited, and distributed detailed and descriptive community information relevant for corporate recruitment of engineers and senior executives for Boston's burgeoning Route 128 hi-tech companies during the "mini computer" boom years. In 1980-81 he sold the assets of that company to local operatives and then relocated himself to Los Angeles and created a similar company, CALIFORNIA BOUND® Professional Relocation Guides™. He published the first edition in 1982 and it quickly became the official "welcome newcomer's guide" of the Los Angeles Chamber of Commerce and thru their good offices most of the region's top employers utilized CALIFORNIA BOUND® as a part of their recruitment/relocation package. He expanded the brand by producing a Southern California video-conference series including a customized edition for a major defense contractor. He expanded the publishing division by organizing/publishing/distributing similar US BOUND™ editions for corporate recruitment into New York, New Jersey, Connecticut, Philadelphia, Washington DC, Florida, Texas, St. Louis, Chicago, Cleveland, Seattle, Arizona, and throughout California... San Francisco & Silicon Valley, San Diego, Irvine, Santa Barbara & Central Coast. CALIFORNIA BOUND® still is in operation today as a consultancy. In October 1994 he published his first international publication: CORPORATE RELOCATION NEWS™ or CRN™ as it became more widespread and popular. Today CRN is known by the brand GLOBAL HR News™. Ed has produced and hosted over 200 "live" education courses and networking events in Europe, Latin America, Canada, and the US. His first conference was produced in October 1984 at Los Angeles Chamber of Commerce. His first international HR conference happened in London in November 1997. During 2008, he developed, produced, and broadcast a unique series of podcast/radio shows and to date he has broadcast over 25 radio shows. Special Guests have been HR leaders representing Fluor, Caterpillar, Walmart, The World Bank Group, PwC, Ernst & Young, EuRA, Colgate-Palmolive, and expert service-providers. 8.50am NEXT PRACTICES...Global to Local HR Leadership for a New Economy HOW TO BUILD YOUR "NEXT PRACTICES"... TO CREATE A WINNING ORGANIZATION Supercharging your talent management program; Internal Branding for workforce committment and profitable external growth; Accelerating change thru innovative thinking; Gaining executive buy-in for your global HR programs. Presenter Mr. SCOTT HAMILTON, Founder and Senior Partner ALLIGN ABOUT THE PRESENTER Scott Hamilton is senior partner and co-founder of Allign, a global-to-local advisory firm that helps organization’s tap the full potential of their workforce and leadership through superior internal/external alignment programs. Scott has devoted over 20 years to the successful improvement of executive and workforce performance in “Fortune 500” through mid-market companies. From his experience as a senior corporate executive and external advisor, Scott has helped leaders to improve their personal effectiveness in managing and leading teams to create powerful working relationships and achieve greater business value. His executive and organizational coaching expertise includes leading major change management programs, developing strategic talent and workforce development programs, internal branding for external market success, improved leadership team performance sessions and the pioneering use of “collective intelligence” alignment programs. He has worked with leaders at all levels in building on their strengths to maximize team commitment, focus and results in both start-up and established businesses. Scott’s industry exposure has been both broad and deep. He has held executive roles in HR, OD and Operations the execution of major strategic initiatives in such companies as McDonald’s, Nestle USA, Bergen Brunswig, AlliedSignal Distribution and DirecTV. Scott has also managed business and executive consulting practices that coached hundreds of leaders and their organizations through large-scale change efforts, teambuilding, and merger and acquisition/integration activity teams, and developed in-house executive development programs. Scott’s particular expertise is in executive and engagement programs that bring measurable value to initiatives such as strategic visioning, internal brand development, advanced employee engagement programs , change management, succession planning, strategy execution programs and leadership team building. He is the co-founder of Allign, a company that has developed and introduced a proprietary process that integrates leadership vision and performance expectations to align all stakeholders into unified, accelerated and positive action (AllignMaps™ and LineofSite Scoreboards). Scott is a frequent keynote speaker to CEO groups, Trade associations and Industry conferences on organization innovation and alignment topics among others. 9.30am to 9.50am NETWORKING COFFEE in the Sponsor exhibit area 9.55am to 10.25am Corporate Benchmarking keynote Integrating Dell and PerotSystems’ Global Mobility programs and various Compensation and Benefits policies. RAMPING-UP FOR A MERGER/ACQUISITION AND INTEGRATION Presenter Mr. RICHARD LOPEZ, GMS Global Mobility Manager DELL Richard Lopez is currently leading efforts to integrate Dell and PerotSystems’ Global Mobility programs and various Compensation and Benefits policies. He joined Dell’s Global Mobility Department in January 2005. Richard also has oversight on the contractual obligations and service-level agreements with 20 global key suppliers and he leads global projects executed by team-members who are located in the US, Panama, Singapore, India, and the UK. In addition, he partners with executives and HR leaders to develop strategies for penetrating emerging markets, map the strategic placement of executive talent, fulfill fiscal and fiduciary responsibilities and align Global Mobility initiatives with Dell’s corporate strategies for globalization. Over the past ten years, Richard has served in various capacities within the Global Mobility industry. He worked for Ernst & Young as an expatriate tax manager and also in assignment management services. He consulted on-site at Cisco in the role of Global Mobility Manager. He also consulted on-site at Yahoo! in their Global Mobility department. Richard successfully completed short-term assignments in London, UK, and Guadalajara, México. He is certified as a Global Mobility Specialist by the Worldwide ERC. He received his BA degree in international business from St. Mary’s University in San Antonio, Texas. Richard also completed an international business certification program at La Universidad Iberoamericana in Puebla, México. 10.30am to 11am Corporate Benchmarking keynote OPTIMIZING EXPATRIATE COSTS IN A DOWN ECONOMY Presenter Ms. SHELIA HUGHES Human Resources / International Mobility / Regional Lead Western Hemisphere BP Ms. Hughes will be introduced by Ms. Yvonne Bosson, Bosson Consulting Expatriate assignments are expensive but many times a necessary part of a global workforce. It is important for companies to consider whether sending an expatriate is the most effective use of the company’s resources. Expatriate policies must include components that ensure the success of the assignment and provide a return on investment. BP has been on a journey of analyzing and transforming its expatriate program for several years including optimization of costs spent on this program. The recent downturn in the world’s economy has further required the company to ensure the use of our resources in the most effective way. This session will discuss the use of expatriates to achieve the company’s goals as well as the opportunities to optimize the cost of expatriate assignments. Shelia Hughes joined BP in July 2006 as the Regional HR International Mobility Lead reporting to the Vice-President of International Mobility. She actively participated in BP’s re-insourcing of their 3000 plus Expatriate Program in 2006-2007 including the implementation of new policies, process and the hiring and training of a new team. She has day to day responsibility for the International Mobility program in the Western Hemisphere of BP with 20 team members. Her role includes ensuring accurate and efficient service delivery to BP’s divisions as well as linking in with the Global International Mobility Team to ensure consistent and standardized operations. Prior to joining BP, Shelia was a Senior Manager and Director of Assignment Services at Ernst & Young. Beginning her career with EY in 1985 in Expatriate Tax and moving into Assignment Services when the department was created in 1996, Shelia was part of the creation of the standards and processes used in the Assignment Services department as well as client pursuit activities. In her 21 years at EY, she mentored and trained many employees through the ranks of Assignment Services. Shelia has a Bachelor of Science in Management and Ethics from Dallas Christian College and holds her Global Professional Human Resources (GPHR) Certification as well as her Global Mobility Specialist (GMS) designation. 11.05am to 11.40am Legal keynote: Legislative/Administrative Update presented by Mr. AUSTIN T. FRAGOMEN, Jr., Partner FRAGOMEN DEL REY BERNSEN & LOEWY LLP IMMIGRATION POLICY UNDER THE OBAMA ADMINISTRATION ABOUT THE PRESENTER Over the course of his career in immigration, Austin has served as staff counsel to the U.S. House of Representatives subcommittee on immigration, citizenship and international law and as an adjunct professor of law at New York University School of Law. Austin has testified before Congress on a range of immigration issues. Most recently, he provided testimony in support of the L-1 visa category usage by multinational companies in July of 2003. He is also the founding co-author of a renowned series of immigration handbooks that provide information on the best practices and latest developments in the field of business immigration, published by Thomson Reuters/West. Austin is also Vice-Chairman of the Board of Directors of the Center for Migration Studies; on the Editorial Board of the International Migration Review; Chairman of the Board of Directors of the American Council on International Personnel (ACIP); and, Chairman of the Practicing Law Institute's Annual Immigration Institute. 11.45am to 12.45pm Corporate Benchmarking Panel EAP & COMPANY BOTTOMLINE MODERATOR: Mr. LANCE FOREMAN, Director, Expatriate Management, ConocoPhillips Panel Mr. DREW CANNON, Employee Assistance Program Advisor, Chevron Mr. JEFF CHRISTIE, LCSW, CEAP, Global Manager, Halliburton EAP Mr. MICHAEL J. HACK, LCSW, SAP, Global Workplace Solutions Manager, Integrated Occupational Health Services, Human Resources, ConocoPhillips Company Mr. NEILL M. CARSON, PhD, President and CEO of the International Assignment Profile ABOUT THE EXPERTS Lance Scott Foreman joined ConocoPhillips as Director, Expatriate Management in August 2006. At ConocoPhillips, he is responsible for the design and development of international assignment policies for the company’s 1,100 international assignees. Previously, Lance was the International Executive Services Practice Leader for KPMG LLP’s Denver office. There he worked with companies in the mining, telecommunications, manufacturing, consumer products and professional services industries. He advised companies on corporate and personal tax issues associated with international assignments including executive compensation, payroll taxes and international assignment policy development. Lance has presented at conferences hosted by the American Payroll Association and the National Foreign Trade Council on topics such as payroll reporting requirements and global trends in human resources. He is a member of the Society of Human Resource Managers and American Institute of Certified Public Accountants. Drew Cannon has been with Chevron since 1994 when he accepted the responsibilities to be the Employee Assistance Program Advisor. He has been providing EAP services to industry since 1978 in North America, Europe, West and South Africa. Just prior to his current position he was a clinician in a local mental health clinic. He has worked within the Adult and Juvenile Criminal Justice Systems. He has been a licensed professional since 1975 with experience working with children, adolescents, marriages, families and substance abuse. Drew has and does continue to provide EAP services to full range of organizations from computer and banking companies, Federal Agencies, and the industrial Petroleum industry. Such experiences have helped him develop an understanding of numerous workforce environments and a respect for diversity. Assisting employees and dependents with personal problems is Drew’s passion. He believes that “We are all from the same stem cell and we’re all in this gig together.” He further explains that “we all will have situations arise in our lives, which we don't want, need or even plan on for which there is help. The key is just asking”. Being the father of seven children and 9 grandchildren has again added to his understanding and compassion for life’s challenges. Michael Hack began his career as a Behavioral Healthcare Administrator and Employee Assistance Professional in New York working within various government and community mental health settings. In 1996, he became CEO and partner of National EAP, Inc., a New York-based Employee Assistance Program providing Training, Employee & Management Consultation for over 200 companies in both the public and private sectors. In 2008, Michael relocated to Houston with his wife and two children to manage Global EAP programs with ConocoPhillips. Michael was born in New York City. He graduated in 1988 from SUNY Albany with a bachelor’s degree in Psychology and obtained a Masters Degree from New York University in 1993 and he earned a post-Masters Certificate in Clinical Practice from Adelphi University Doctoral Program (New York) in 1995. Michael is an active member of numerous clinical and business groups on a national and international level and is a frequent speaker on corporate health and productivity. Jeff Christie, LCSW, CEAP, is Global Manager of the Halliburton Employee Assistance Program, an internal program serving Halliburton employees and their families. He received his Master of Social Work degree from the University of Pittsburgh in 1981, with a specialization in industrial social work. For the past 28 years he has worked in the fields of family therapy, chemical dependency treatment and employee assistance programs. Prior to Halliburton, Mr. Christie served in the employee assistance programs of Conoco, Pennzoil, and those of a large external EAP vendor. In addition to his Halliburton responsibilities, Mr. Christie has presented over 50 workshops on the subjects of employee assistance programs, family support after loss, and EAP ethics. He has published numerous articles on ethics and is a primary author of the book, Ethical Dilemmas in Workplace Counseling: A Casebook. In 2007, Mr. Christie served on the EAP task force of the National Business Group on Health, a collaboration that resulted in the publication of An Employer’s Guide to Employee Assistance Programs. In September 2008, Mr. Christie was selected as president-elect of the Employee Assistance Professionals Association, the largest of the EAP professional associations. In October 2008, he was elected as president of the Employee Assistance Roundtable, an organization of internally managed employee assistance programs of Fortune 500 companies. Dr. Neill M. Carson has an extensive background in behavioral science applications in business, as well as computer and artificial intelligence technologies. Articles featuring his work have appeared in professional journals and technology magazines such as PC AI (Artificial Intelligence), and the IAP has been featured as a case study in a recent college textbook on Artificial Intelligence. His applications have been used for selection in a wide range of organizations, including financial and manufacturing organizations. Formerly the Director and CEO of the Harding Consulting Group, he specialized in the design and creation of competitive organizational structures and management systems. Neill and the Harding group implemented major organizational structural change projects in North America, and pioneered the application of the systems concepts of Dr. Elliot Jaques to obtain rapid but enduring competitive results. In addition to his work with International Assignment Profiles, Neill is currently a Vice President and Senior consultant with the Levinson Institute where he specializes in designing organizations based on tying structure to strategy through accountability, and coaching executives and managers on organizational design, accountability, and management issues. Fellow and past-president of the Texas Center of the A.K. Rice Institute, Neill has directed over 35 national and regional conferences on leadership, organizational and group dynamics, and management effectiveness. Neill holds a Ph.D. in clinical psychology, was a post-doctoral fellow at Yale, and received his MBA from the University of Houston Executive program. He is a licensed psychologist in Texas. 12.45pm WORKING LUNCHEON "Next Practice" Round-Table Workshop: HOW TO BUILD A BUSINESS CASE FOR FUNDING "NEXT PRACTICES" IMPLEMENTATION ...INNOVATION & CHANGE WITHIN YOUR ORGANIZATION Workshop Facilitator: Mr. SCOTT HAMILTON, Founder and Senior Partner, ALLIGN 1:30pm BREAK 1.45pm to 2.30pm Benchmark with Caterpillar Inc. This presentation will review the rationale and mechanics of Caterpillar’s program, along with some discussion of how effectiveness is measured. EMPLOYEE WELLNESS, EMPLOYEE ENGAGEMENT, and GLOBAL MOBILITY Mental Health: The Achilles Heal of Your Business At no time in recent history have the responsibilities of HR professionals been more complex or more demanding. Yet of all the efforts to contain costs while building an engaged and effective workforce, it is the mental and emotional wellness of the employees that will undermine HR strategy and threaten a company’s success every day. And in no population can these risks be greater or more costly than expatriate employees. A comprehensive health and productivity strategy that heavily integrates behavioral health and expatriate family support should be a critical success factor for every international company. Presenters Mr. JOHN C. POMPE, Psy. D., SPHR Manager of Disability and Behavioral Health Programs Caterpillar Inc. Mr. DAVE SHARAR, Ph.D., Managing Director Chestnut Global Partners ABOUT THE PRESENTERS John C. Pompe, Psy. D., SPHR is the Manager of Disability and Behavioral Health Programs for Caterpillar Inc., a Fortune 50 company with over 100,000 employees in 50 countries. He regularly consults with HR managers and has implemented employee support programs in over 35 countries. He has authored numerous articles and presented in over a dozen countries on the topics of workplace behavioral health and productivity. He can be reached at pompejc@cat.com. Dave Sharar, Ph.D., is the Managing Director of Chestnut Global Partners, an international provider of employee assistance and expatriate support. He is also a Research Scientist with Chestnut's Commercial Science Division where he has published over 60 articles and research studies related to behavioral health issues and the workplace. He can be reached at dsharar@chestnut.org 2.40pm to 3.20pm Audience-interactive keynote CURRENT TRENDS IN TAX RE-IMBURSEMENT POLICIES The state of the global economy is affecting almost every industry and area of business, and most organizations are reviewing their operations for cost-effectiveness. One area in particular that is being reviewed in the International HR realm is international assignment programs and policies. Our session will provide an overview of recent tax law changes and challenges. We will also share the results of KPMG’s tax reimbursement policy survey that will show the current trends. Our session is geared to be interactive, so please be prepared to ask questions and discuss any concerns. Presenters Mr. RAY PASCUZZI, Partner, KPMG LLP Ms. PATRICIA STANDLEY, Senior Manager, KPMG LLP ABOUT THE PRESENTERS Ray Pascuzzi is based in Houston. Ray serves as the partner in charge of KPMG’s Western U.S. International Executive Services practice. Ray has more than 27 years of experience in expatriate tax, payroll, and program management experience of which four years were in Puerto Rico. Ray serves a variety of industries, primarily in the oil and mining industries. Ray’s key areas of expertise include national and international tax and social security tax planning, payroll delivery and compensation planning, tax compliance and advisory, and cross-border payroll planning. Ray is a frequent speaker at the American Payroll Association’s global and national conferences. Ray is bilingual and received his BA and MBA degrees in accounting from the Interamerican University of Puerto Rico. Patricia Standley is based in Houston and serves as a Senior Manager, Global Mobility Advisory Services within KPMG’s International Executive Services practice. Patricia has over 11 years of global Human Resources experience in streamlining HR policies and procedures, operational HR and International HR administration. Having recently joined KPMG from practitioner roles in the energy and engineering and construction industries, Patricia’s global Human Resources experience includes international assignment administration, process redesign, international assignment policy design and development, global compensation, strategic planning and all aspects of operational human resources. In her most recent role, Patricia managed the global HR function for an oil & gas services company with 250 international assignees working in 22 countries. She has also experienced an international assignment to Angola. Patricia has lived in 6 Latin American countries and is trilingual. She is also a member of the Human Resources Certificate Institute’s (HRCI, an affiliate of SHRM) GPHR exam development panel, and focuses on writing and reviewing exam questions for ongoing GPHR examinations testing worldwide. 3.30pm to 3.50pm GLOBAL BENEFITS STRATEGY and GOVERNANCE Questions: Does a company benefit from having a one-size-fits-all approach? Do we keep an open mind and let global hr partners “run our show” and implement geography-specific benefits programs? Is Geopolitical Benefits really the best-in-class approach? Presenter Ms. Lusinè M. Meeks, GPHR Principal, Global Rewards and Global Mobility Sabre Holdings With over 16 years of global HR experience and 9 years in academia, Lusinè M. Meeks is currently heading Sabre Holdings’ Global Mobility and Benefits function. She developed this function from ground-up and is successfully running this multi-million program for one of the most recognized leaders in travel industry, Sabre Holdings. Sabre Holdings operates in more than 45 countries and represents multiple brands such as Travelocity, Lastminut.com, Zuji, Synexis, Sabre Travel Network, and Sabre Airline Solutions. In the past Lusinè also managed Global Compensation, Benefits, Immigration, and Mobility for i2 Technologies, and served as the Director of Global Human Resources at ACS, Inc. Currently, Lusinè is the host and leader of the DFW International HR Roundtable networking group. Lusinè is married with two children and lives in Plano, Texas. 3.50pm to 4.25pm ONLINE SOCIAL NETWORKS FOR INTERNATIONAL ASSIGNEES IN 2009 1. WHAT ARE ONLINE SOCIAL NETWORKS? a. Definitions b. Examples: Facebook, MySpace, linkedin, etc.. 2. WHAT'S ONLINE FOR EXPATS TODAY? a. Blogs and Forums b. Examples: expatexchange.com, reloblogger, etc… c. Social Network: Internations.com d. The Good and the Bad 3. ANYTHING FOR CORPORATIONS AND THEIR ASSIGNEES? 4. WHAT WOULD AN IDEAL SYSTEM LOOK LIKE? a. Connects families, not just assignees b. Destination orientation by users c. Advertising Free d. Controllable by Company HR e. Can be intra-company f. Not open to the general public (private) g. Personal Site for deeper destination and HR information. Presenter Mr. MICHAEL CADDEN, Managing Director- International Operations LIVING ABROAD LLC ABOUT THE PRESENTER Michael Cadden began in the Global Mobility profession with Craighead Publications in 1995. Soon after joining he became the driving force behind converting 1000s of pages of country-specific information from paper to online. With that success he later became a principle and Managing Director of Living Abroad LLC in 2002 and is behind its highly successful transformation, culminating with the acquisition of the legacy Craighead business in 2008. He has created several breakthrough presentations and delivered them dozens of times in the USA, Latin America and Europe. Winning topics have included “10 Year Trends in Global Mobility” (2005), “The Dark Side of Short-term Assignments” (2006), “Relocating Generation Y” (2007), “Technology and Global Mobility” (2008) and “Technology vs. Global Employee Privacy” (2009). Additionally, he has moderated a number of NFTC Global Mobility panels. He was named “Man of the Year” in 2007 by Global HR News. Michael is also the creator of the industry’s cartoon icon, “X Pat” Moose. Prior to 1995, he worked in various marketing and management roles with high tech firms Texas Instruments, Digital Equipment and Data General. Education includes Boston University (MBA) and Boston College (BA). He has obtained GMS (Global Mobility Specialist) designation from the ERC. Michael lives with his wife in Norwalk CT and has 4 children. Outside interests include History, Birding, Yoga, Hiking, Science and World Affairs. ABOUT THE COMPANY With Living Abroad LLC, assignees are INFORMED, CONNECTED and EMPOWERED. Living Abroad has just launched the World’s First Private Social Network for International Assignees – OurWorldConnect.com OurWorldConnect integrates Living Abroad’s 150+ Destinations Online with familiar social media tools, such as messaging, blogs and forums. Users are matched by destination, so assignees can connect with others already in the host country. Save money by empowering your assignees to make connections before they arrive on assignment. Living Abroad’s International Relocation Center (IRC) has online information on over 150 international destinations for assignees of all types and business travelers. IRC contains essential information on visas, housing, schools, finance, health care, transportation, social customs and business practices. Online Tools include: Move planner, Help Desk, and Culture Compass. It also provides HR a Visa & Passport Real-time Database, Housing Costs and Medical Database. Traditional, short-term, localized and commuter assignments can minimize information searches, reduce the stress of relocation and minimize calls to HR. Clients include scores of Global 1000 firms, ranging from the world’s largest publicly held energy company to the world’s largest bank and the first and second largest construction equipment manufacturers. Ten of thousands of these companies’ assignees regularly access Living Abroad’s robust destination information. Living Abroad LLC is independently owned and operated with International Headquarters in Norwalk, CT and European headquarters in Belgium. 4.25pm to 6pm GLOBAL HR News TalkShow IdeaExchange™ HOST: ED COHEN, GLOBAL HR Talk™Radio Host of Global People Global Business, and Founder, Publisher & Editor of GLOBAL HR News FORMAT: Q & A led by the Host and selected COMMENTATOR-THOUGHT LEADERS. Practical information will be exchanged...more about tactics/action items ...less about strategy. Audience questions and comments are encouraged. THEME: In a word, Commentators will be asked to describe their current "organizational pain" ... the practices and/or policies that they would like to see changed/corrected within the next 100 days....to energize the organization and the policy/practice so that the result would be quite prominent across the company, making a difference of, say, 25% to 50%... a definite impact. Our goal is to help company grow company profitability by "fixing Mobility". GLOBAL HR News agrees with views that this process can be well-described as "company NEXT PRACTICES" ..."hot issues" that companies want to make changes about quickly, as we thankfully exit "The Great Disruption" and go into "The Recovery" and work to be more profitable in 2010. In what will be a fast-paced and lively atmosphere as we head into the closing Networking Reception, delegates will not only be able to better summarize about the day's sessions and "findings", but also better focus on "what will be different; what can be made to be better"... in companies and in organization development; and, we will collectively learn more about how companies look at innovation. The great inventor, Einstein once said that... you cannot do things the same ways if you want to get to new results. GLOBAL HR News TalkShow IdeaExchange goal will be to enhance the "collective IQ" of the group so that delegates take-away new information and guidance for identifying and perhaps developing a "next practice" approach in their organizations on the next business day. Come, learn new things, participate with other bright people, and thrive in 2010! COMMENTATOR-THOUGHT LEADERS: Mr. DAVE ROXBURGH is Vice-President Human Resources, PARSONS ENGINEERING Infrastructure & Technology Parsons Infrastructure & Technology is one of Parsons major business units. In this capacity, Dave is responsible for leading all aspects of HR Management in both domestic and international environments. Dave has over 40 years of experience spanning HR, Engineering, and Property Management – all of it in the Engineering and Construction industry, and spanning such diverse markets as energy (oil and gas, and fossil and nuclear power), natural resources (mining), and federal government contracting. Over his career, Dave has excelled both tactically and strategically and is viewed as a subject matter expert in all HR disciplines from either perspective. Dave is a graduate of McGill University in Montreal, Quebec, Canada, has been a certified SPHR, and is a member of SHRM. Mr. RON WOLF is a Senior Partner of Allign, an organization performance firm based in the Los Angeles. Ron Wolf is 25-year veteran in business, emphasizing support to company executives in executing growth initiatives. The firm is noted for “next practice” performance and retention programs. Ron’s unique education and practice in behavioral psychology and organizational development distinguish him from other practitioners. His unique background permits sensitivity to quiet subtitles of both the organization culture and individuals that often go unseen, avoiding performance tragedies that a business cannot ever afford. From start-up through Fortune 500 companies worldwide, Ron has served a wide range of industries like: utilities, engineering and construction and professional services, non-profit, high-tech, hardware/software, finance, internet/new media, health, energy, biotechnology, manufacturing, and municipalities, local, state, and federal government. Some of Alligns clients include a World-leading International Aerospace & Defense Service and Products Provider, a international restaurant chain ,a Multi-Billion Dollar Engineering& Construction Firm, and a top International Engineering Firm in Oil & Gas. Alligns Retention and Performance Services are part of Ron’s commitment to help companies plan and implement organizational growth in high performance mode. He achieves this through visioning and strategic action planning, AllignMap™, board and executive development, retention strategies, organizational development, and team building, to name a few. Ron holds a BS in Psychology, MS in Psychology (Behavior & Organization). His personal passion is to improve the quality of life in Los Angeles through active involvement on community boards that serve youth services, charter schools and environmental preservation. Mr. JOHN PFEIFFER, GMS; Member of Worldwide ERC’s Board of Directors. John is Senior International Human Resources Consultant, MUSTANG ENGINEERING. John will discuss "Current Global Status - Workforce Mobility". Mustang Engineering is an engineering design and project management firm providing services to the upstream oil and gas, process plants, pipeline, and automation & control industries. John has responsibility for Mustang’s international assignment program, including package development, expatriate administration and international HR policy co-ordination. He also has responsibility for liaising with Business leaders to ensure a ‘fit for purpose’ design to Mustang’s International HR efforts. Prior to joining Mustang, he worked for a leading expatriate compensation consulting firm in Boston, USA, Frankfurt, Germany and Brussels, Belgium. He has been heavily involved in efforts to bring meaningful metrics to bear on the activities of International HR, particularly in the area of cross-border transfers. John has an undergraduate degree from Bucknell University, U.S., and a Master’s Degree in International relations from Boston University, U.S. He was recently elected to Worldwide ERC’s Board of Directors. Mr. DANIEL J. BOSTWICK is a First Vice President and Business Executive for the Corporate Expatriate Banking unit, within HSBC’s Premier Banking group. The Corporate Expatriate Banking team is a specialized group that works exclusively with multinational organizations and their international assignees to eliminate many of the headaches and solve many of the financial challenges associated with overseas assignments. Dan is a 20 year veteran of the financial services industry and has held various positions within both domestic and international banking, focusing the last 12 years on the global banking needs of the expatriate community. Dan has extensive experience designing and implementing programs to facilitate cross-border compensation delivery for global companies and is a leading authority on expatriate banking issues. Dan is an active member of some of the leading organizations within the global mobility industry and has presented at several industry symposiums on the many financial challenges facing international assignees and their employers alike, particularly in the post 9/11 world. He has also authored articles on financial topics relevant to the expatriate community including most recently, “Going Global; Does Your Bank?” which appeared in the Winter 2008 issue of International HR Journal, and was recently quoted in the Dow Jones Newswires article “Dollar a downer for American expatriates.” Ms. TRACI CALLAN, CPP, is the Group Leader - Global Payroll Director for WHOLE FOODS MARKET, a Fortune 500 company which owns and operates the world’s leading chain of natural and organic food supermarkets. With approximately $8 billion in sales (in fiscal year 2008), Whole Foods has 275 stores in the United States, Canada and the United Kingdom. Traci has played a lead role during the integration process for several acquisitions Whole Foods has made; particularly the Wild Oats acquisition in 2007. She is a Certified Payroll Professional and in additional to the United States has experience with payrolls in Canada and the United Kingdom. Whole Foods has been on Fortune Magazine’s “Top 100 Companies To Work For” list for 12 consecutive years and is currently ranked number 22 out of 100 and most recognized for the enthusiasm of the workforce. DAVID L. MARSHALL, GPHR SPHR, Director of Marshall Mobility. Dave will speak about POLICY and CHANGES brought about the economy and company decisions. With over 30 years experience in Fortune 100 companies, and consulting experience with a Big 4 accounting firm, David is a seasoned executive in global human resources management, both on the mobility side as well as in the local HR service delivery arena. Recognized by the Society for Human Resources Management as a Senior Professional, Human Resources (SPHR), David is also certified as a Global Professional in Human Resources (GPHR). As the Principal of Marshall Mobility, a Global Enterprise consulting practice, David has engaged with multinational corporations across the U.S., Europe, Africa and Latin America designing mobility policies based on individual company requirements and industry best practices. Additionally, David engages with companies entering new markets by providing strategic guidance in establishing appropriate staffing models, pay and benefits programs, payroll delivery mechanisms and country appropriate policies and procedures. Additionally, he provides strategic guidance to companies needing to exit international markets by designing employment retention and separation packages that are compliant with local labor requirements and local market expectations. David holds a BA in Journalism from Southern Methodist University and an MBA in Management from Houston Baptist University, and teaches the GPHR Certification Course at Rice University’s Susanne M. Glasscock School of Continuing Studies. Ms. SUSAN MUSICH is the Founder and Managing Director of an international job search support system called www.PassportCareer.com which is designed for organizations to support spouses/partners seeking global opportunities. Susan is also a Global HR & Mobility Consultant to multinational organizations. She has worked for 20+ years supporting professionals with their international career transitions and has worked with Accenture, The World Bank, 11 UN agencies, the IMF, IADB, the U.S. State Dept, the Peace Corps, and other multinationals and international organizations. She co-developed the World Bank’s first Global Mobility program to support staff and families transitioning to a new country and designed the Bank’s first online country briefing center. She also led the team to support spouses/partners around the world with their career transition. Susan has written 13 books, including her most recent book Africa Job Search (2007). Susan has lived in Mexico, the Philippines, and Costa Rica, and has delivered presentations and training activities in 25+ countries. Mr. JOSEPH P. CRUMLY, GPHR, is the Director, International Employee Relations in ABS Corporate Human Resources, ABS (American Bureau of Shipping). Joe has earned the global certified human resources professional and he has eleven years of experience managing international human resources, compensation, benefits, strategic HR development and expatriate management. Hi formal Education includes: Master’s Degree in International Relations, May 1995; University of San Diego - San Diego CA. Bachelor of Arts in Spanish, May 1993; University of Texas at Arlington - Arlington TX. Joe has been working in both the private and public sectors. He is fluent in Spanish, Portuguese and English with a strong work ethic and high personal standards who enjoys a cooperative, team-oriented work environment that allows for individual contribution and development. Joe has managed the growth of the expat population from 100 to 300. To achieve this correctly he redesigned the global international assignment program and has implemented a global expatriate tax program with Deloitte. He led a team of diverse HR personnel to revise the global performance management software and implemented an HR Toolbox system for expatriate compensation management. Additionally, Joe has conducted global expatriate tax health checks with Deloitte for various international assignment locations; conducted expatriate compensation training programs for expatriates and spouses in Korea, China and UAE; developed international assignment policy, expatriate letter of agreement and international data privacy waiver; and, he has mentored and developed junior HR personnel in international HR. Ms. SHELIA HUGHES, Human Resources International Mobility, and is the Regional Lead Western Hemisphere for BP Mr. RICHARD LOPEZ is the Global Mobility Manager with DELL and has oversight of both Domestic & International. Mr. DAVID LEVINE is the Senior Vice-President of PPC Worldwide. Dave Levine has worked in the workplace counseling field since 1980 and currently leads global development from Chicago for PPC Worldwide. Dave previously led sales and account services for ComPsych, Medco/Merck Behavioral Health (forerunner of Magellan), and Human Affairs International/Aetna. Through his career Dave has managed the development of national and international EAP/WorkLife and behavioral health programs. He also worked at the Hazelden Foundation for five years as a researcher, clinician, and EAP supervisor. Dave has served as adjunct faculty member at three schools of Social Work and has authored publications on EAPs, work-life, and behavioral health services. He is a vice president of the Board of Directors for Alternatives, Inc., a non-profit youth outreach center on the north side of Chicago. Dave received his MSW from the University of Minnesota and his B.A. from Augsburg College in Minneapolis. PPC Worldwide is the largest provider of EAP/WorkLife services outside of North America. Incorporated in 1975 and exclusively focused globally since 1992, PPC’s has successfully migrated workplace support benefits to multinational employers worldwide. Based in Oxford, UK with staff operations in eight countries and service delivery in 140 countries, PPC serves all the global wellness services for OptumHealth, Aetna, Ceridian, LifeCare, and other U.S. based carriers, as well as JPMorgan Chase, Adobe, Verizon, GE, Bank of America, and other prominent multinational employers around the world. 6pm NETWORKING WINE RECEPTION in the Sponsor exhibit area 6.30pm ADJOURNMENT Note... You are cordially invited to attend and participate actively in the WRAP SESSION... a very informal networking dinner in a NO HOST environment, in a nearby restaurant. Please RSVP to Ed Cohen, coordinator, if interested to reserve a seat... news@globalhrnews.com     CONTACT For more information, contact Ed Cohen: Email: news@globalhrnews.com Phone: +1.619.297.5700 Edwin Cohen Publisher & Editor GLOBAL HR NEWS www.globalhrnews.com phone: +1.619.297.5700 email: news@globalhrnews.com President COMARKETING PARTNERS 7910 IVANHOE AVENUE SUITE 432 LA JOLLA CALIFORNIA 92037 USA   Houston Nov 10 & 11         Conference Sponsors: