HOME CONTENT MEDIA CONFERENCE PRESENTATIONS ABOUT US PAST ISSUES SUBSCRIBE NewYork -May 23 '07 CORPORATE CITIZENSHIP AWARDS and COMMUNICATOR OF THE YEAR, 6pm ceremony at The Palace Hotel   Conference Theme: LEADERSHIP... GETTING TO THE RIGHT GLOBAL STRATEGY     to be held at... KPMG Headquarters, New York • 345 Park Avenue, lobby level Heritage Center CALL +619.297.5700 for info     EDUCATION COURSE 7:30am CHECK-IN OPENS Networking, Coffee & … Sponsor Resource area GENERAL ASSEMBLY until 10:45am 8:15am WELCOME and OPENING REMARKS Presented by MARY KAY WOODS, Partner, KPMG, LLP Mary Kay Woods is a Board member of KPMG’s International Executive Services (IES) Global Steering Group and leads the Client Service and Opportunities Functional Group. Over the years, she has been extensively involved in and responsible for driving the delivery of all aspects of expatriate costs mitigation; international compensation policies and procedures; payroll planning and compliance; and global incentive compensation planning and consulting. Mary Kay has been the IES Lead Global Engagement partner for large mobility engagements in the financial services, consumer and industrial markets, as well as government contracting industry sectors. CONFERENCE PURPOSE and INTRODUCTIONS Presented by ED COHEN, Conference Producer Publisher – GLOBAL HR NEWS 8:45am ROOM A MORNING KEYNOTE UPDATE ON IHR TRENDS AND OBSERVATIONS Presented by ACHIM MOSSMANN, National Director Global Mobility Advisory Services; KPMG, LLP ABOUT THE PRESENTER: Achim Mossmann leads KPMG’s US Global Mobility Advisory Services (GMAS) and has over 12 years of experience in domestic and international HR in the US and Europe. Achim has extensive experience in all aspects of expatriate management ranging from expatriate payroll and administration, process review and process improvement, and policy development, design and implementation. Furthermore, he has also a strong background in expatriate compensation and has worked as an HR Generalist in staff and line functions. Prior to joining KPMG, Achim was the head of Siemens’ International Human Resources organization in the US where he was responsible for assignment administration and policy development. Achim supports currently several global companies with their assignment administration and policy and process re-engineering. 9:30am ROOM A CHINA AND INDIA... TIGER AND DRAGON... WHICH CULTURE AND ECONOMY WILL WIN... WHY? Presented by DEAN FOSTER, President of Dean Foster Associates, New York There is no doubt that global economics has levelled the playing field around the world for many countries that previously did not participate in global growth. However, interpreting the unfolding of events in the 21st century as occurring in a flattened world, as is the case with fashionable "flat-earth" thinking, overlooks the more critical challenge that societies face working in this new economic environment: navigating the more formidable cultural mountains encountered on the global terrain. This streamlined presentation will explore some of the key cultural mountains that need to be overcome for global success, and how cultural differences actually determine the roles that different countries play as they assume their place in the global economy. ABOUT THE PRESENTER Dean Foster consults worldwide on intercultural business issues with most Fortune 500 companies in the United States and around the globe. For over twenty years, Dean has played a major role in the development of intercultural training and the relationship between culture and globalization: formerly he was founder and Managing Director of Berlitz Cross-Cultural Worldwide, Vice President GMAC/Windham Intercultural, and founder of Cross-Cultural Consulting Associates, New York. Dean has written many articles, as well as the books ...The Global Etiquette Guide to Europe, The Global Etiquette Guide to Asia, The Global Etiquette Guide to Latin America, The Global Etiquette Guide to Africa, and Bargaining Across Borders, which the American Library Association voted as one of the top ten business books of 1994. Dean is a Contributing Editor for Executive Travel Magazine, Contributing Editor for National Geographic Traveler writing the CultureWise monthly column, and he is Senior Contributing Editor for the International webpage of Monster.com. Dean is a frequent guest on TV and radio, guest lectures at major educational institutions such as Harvard Business School, Columbia Business School, Darden Business School and others, and keynotes at major international professional conferences. Dean is regularly featured in the New York Times, and is a guest commentator on CNN and CNBC regarding global culture and business trends; in Europe Dean has appeared on the BBC, in the International Herald Tribune, and in one of Western Europe’s leading business magazines, L’Echo. Dean is on the faculty of American University, Intercultural Management Institute, and the New School for Social Research, New York City, where he received his M.A. in Sociology. 10:15am NETWORKING COFFEE BREAK CONCURRENT SESSIONS... 10:45am to 12:30pm Room A 10:45am to 11:40am Corporate Benchmarking session: CATERPILLAR'S EXPAT EMPLOYEE ASSISTANCE PLAN... HOW and WHY TO IMPLEMENT FAMILY SUPPORT Presented by DR. JOHN POMPE, Manager of Behavioral Health Programs, Caterpillar Corporation and DAVE SHARAR, Managing Director, Chestnut Global Partners SYNOPSIS: This excellent education course will discuss Caterpillar's International Assistance Program (IAP) for expatriates and their families; a program that helps expatriate families adjust by providing outreach, support, and intervention. This session will review how and why the IAP was developed and results that could be used for corporate benchmarking. 11:45am to 12:35am MAXIMIZE COMPANY R-O-I: SUPPORTING YOUR FAMILIES IN TRANSITION Moderator: SYLVIA THERIAULT, Executive Vice President, Full Circle International Relocations, Inc., New York Presenters: SUSAN GINSBERG, GMS; VP Global Svcs & Business Development, Ricklin-Echikson Associates (REA) LASHELL PELLEGRINO, Consultant This innovative discussion examines data & trends pertaining to today's families in transition. In light of the global war for talent and increasing budget cuts, corporations and the relocation industry must find cost-effective ways to support the changing needs of families on the move. The panelists provide insight on practical solutions and options for retaining expatriate talent, easing the transition for relocating families, and maximizing the ROI. THE PRESENTERS: LaShell Pellegrino repatriated to the US after living in Belgium, Venezuela and Ecuador for a total of 11 years. She has three children, born in three different continents. While living overseas, LaShell actively volunteered to help her connect with her community, develop new skills and maintain her mental acumen. She took private lessons in Venezuela to master Spanish, and then studied Spanish Literature at the Colegio de San Francisco in Ecuador. Upon her return to the US in January of 2003, she became a client of REA and the following year, a consultant with the company. LaShell nurtures client relationships through shared experiences and organizes client “meet ups” to encourage networking. In 2006, she was promoted to Supervisor and enjoys her new role as part of the management team. LaShell is passionate about helping families through relocation, having handled her own family’s 10 transitions, both domestically and internationally. Susan Ginsberg is the Vice President of Global Services and Business Development for Ricklin-Echikson Associates, Inc., (REA), a global provider of career and partner transition services since 1981. With over 20 years experience in global HR management, international business development, and strategic planning, Susan has successfully designed partner assistance programs to address the specific transition needs of expatriates and repatriates worldwide. She effectively develops and leads the company global business development initiatives and encourages the virtual team around the world to excel in their service delivery, consistently seeking innovative ways to keep REA’s services on the cutting edge. Susan has a Bachelor of Arts degree in Political Science and French from the University of Pennsylvania. She lived on assignment in France. Susan has spoken at numerous global mobility conferences and was recently invited to become a member of Mobility magazine’s Global Editorial Advisory Committee. Room B...37th floor... CC6AB 10:45am to 11:45am GLOBAL EQUITY TAX ISSUES Presented by: ED GIBBONS, Principal, International Executive Services; KPMG LLP ANDREW GEWIRTZ, Senior Manager, International Executive Services; KPMG LLP SYNOPSIS: Cross border employees present a myriad of complexities. Tracking this population of employees alone is a challenge for most organizations -- much less tracking their equity award exercises and the associated taxability for multiple jurisdictions. Join us for a discussion on trends and tax issues that we are seeing and how employers are dealing with tax compliance in this area when cross border employees are involved including the issues surrounding New York taxation. ABOUT THE PRESENTERS: Ed Gibbons is a Principal in KPMG’s International Executive Services practice which provides expatriate tax compliance and advisory services, International HR consulting, Assignment Management options and global equity tax compliance support. Ed has over 20 years of experience in developing and implementing expatriate tax planning with many of the firm’s largest financial services accounts including a 4 year international assignment in London. He is presently the US national principal in charge of the IES practice’s global equity tax compliance services. Ed has been a frequent speaker on many expatriate matters with a concentration on global equity compensation, tax compliance and international expatriate payroll issues. Andrew Gewirtz is a Tax Senior Manager with 18 years of experience in the business of providing international assignment tax, human resource and assignment management advisory services to some of the world’s premier multinational corporations. As the IES National Director of Global Equity Tax Advisory Services, he provides technical support to the IES practice on issues associated with cross border and multi-jurisdictional tax implications of equity-based compensation plans. Andrew is a frequent contributor to the firm’s technical Tax Knowledge Sharing database and is an instructor in the firm’s Center for Learning Development continuing education program. Room B...37th floor... CC6AB 11:50am to 12:35pm SHORT TERM ASSIGNMENTS – Trends, Process and Tracking – Finding the “Stealth Expatriate” Presented by: GLEN COLLINS, Senior Manager, Global Engagement & Mobility Solutions; BearingPoint LEANN BALBONA, Senior Manager, International Executive Services; KPMG, LLP SYNOPSIS: Could your most expensive international assignment population be the employees traveling internationally or on short term projects you don’t know even know about? This education session will discuss some real world scenarios, survey information on trends in short term assignments and some suggestions on places to look for the ‘stealth expatriate.’ Process and technology will also be discussed in this session. ABOUT THE PRESENTERS: Glen Collins specializes in cross-border mobility. He consults on policy and advises senior executives, line business and HR professionals on the risks and complexities of the recruitment, transfer and temporary assignment of employees abroad. Glen presently leads a global HR team responsible for developing policies and programs to ensure foreign immigration and individual tax compliance, and the provision international assignment support services for BearingPoint consultants assigned to temporary, cross-border client engagements. Glen has extensive co-sourcing modeling and vendor management experience. Prior to BearingPoint, Glen developed and led corporate Global Mobility & Immigration functions at Flextronics International and the Baan Company. He was a Rotary International Exchange Student in Brazil (1977-78). Glen has been a featured speaker with the National Foreign Trade Council (NFTC) and The Conference Board on the complexities of short-term international assignments. He is part of the Manchester's Who's Who Registry (2004-05) and was recently elected to the Board of Directors for the American Council on International Personnel (ACIP). Glen is presently a member of the Society for Human Resources Management (SHRM) and the Employee Relocation Council (ERC). Leann Balbona is a national resource in KPMG's International Executive Services practice in New York focusing on technology and process issues around corporate expatriate programs and equity compensation. She has provided IES advisory services for multinational organizations on automating IHR complex processes and tax calculations through technology. Leann has lectured on expatriate program and technology matters before such organizations as the Society of Human Resource Management, National Foreign Trade Council, American Payroll Association, British American Business Council, Global Equity Organization and Employee Relocation Council. She teaches regularly at national and international KPMG management seminars. She has also published articles in International Tax Review, Expatriate Adviser, Expatriate Administrator, and International HR Journal. 12:35 to 1:15 NETWORKING LUNCHEON GENERAL ASSEMBLY LUNCHEON KEYNOTE 1:30pm to 2pm UPDATE ON GOVERNMENT ENFORCEMENT OF IMMIGRATION LAWS Presented by AUSTIN FRAGOMEN, a Partner and Chairman of the Executive Committee, Fragomen Del Rey Bernsen & Loewy, LLP 2pm ... FAST BREAK CONCURRENT SESSIONS ...2:15pm to 3:45pm Room A 2:15pm to 3pm MULTINATIONAL COMPANY STRATEGY & TACTICS: DEVELOPING LEADERS Presented by PHILIP BERRY, Corporate Officer and VP Global Initiatives, Colgate-Palmolive Company Room A 3pm to 3:45pm WORKPLACE DEMOGRAPHIC CHANGES AND YOUNGER ASSIGNEES Presented by MICHAEL CADDEN, Managing Director -International Operations; Living Abroad, LLC CHRISTOPHER CIAVATTA, Director - Global Mobility; Liz Claiborne Inc. SARAH SCHWARTZ, International Consultant; School Choice Internaitonal Room B...37th floor... CC6AB 2:15pm to 3:15pm IDENTIFYING and OVERCOMING the CHALLENGES to RELOCATING SUCCESSFULLY WITH CHILDREN Presented by ANDREW KITTELL, Director, Corporate Relations, ACS International Schools, UK LIZ PERELSTEIN, President, School Choice International SYLVIA THERIAULT, Executive Vice President, Full Circle International Relocations, Inc. SYNOPSIS: Family concerns are often cited as leading reasons for assignment turndown, and more critically, early returns or even failed assignments. During this highly interactive session, learn about the importance of family matters and children’s impact on the success rate of assignments, particularly international ones. Participants will share experiences, identify the top three challenges to family assignment success, and hear possible solutions from experts. Room B...37th floor... CC6AB 3:15pm to 3:45pm SELF-FUNDED BENEFITS PLAN FOR EXPATS: LEGAL AND ADMINISTRATIVE ISSUES Presented by: RICK ALBERT, President of Norfolk Mobility Benefits and Al Rolandi, Norfolk Mobility Benefits 3:45pm FAST BREAK ROOM A... GENERAL ASSEMBLY...4pm to 5:30pm 4pm to 4:30pm 1 on 1 with STEPHEN McGARRY, DIRECTOR, GLOBAL MOBILITY SERVICES, WPP Interviewed by SYLVIA EHRLICH, President, The Intrepid New Yorker 4:30pm to 5:30pm TALK SHOW...Leadership-Linkage Idea Exchange Panel with audience interaction DISCUSSION TOPICS AND PANEL WILL INCLUDE: INTERNATIONAL EMPLOYMENT LAW E. JOHAN LUBBE, Esq., Partner and Coordinator, International Employment Practice Group; Jackson Lewis LLP TECHNOLOGY/SHORT-TERM ASSIGNMENTS LEANN BALBONA, Senior Manager, International Executive Services; KPMG, LLP TAX MARY KAY WOODS, Partner, KPMG, LLP POLICY ACHIM MOSSMANN, National Director Global Mobility Advisory Services; KPMG, LLP SEGMENTED MARKETING AND CUSTOMER SERVICE MJ PASCHALL, Vice President, aka: a division of korman communities RELOCATING HIGH-PRICED TALENT SUSAN MUSICH, HR Manager, The World Bank Group SPOUSE AND FAMILY LAUREN HERRING, President, The Impact Group COMPENSATION/COST OF LIVING SCOTT SUTTON, Director-Marketing, AIRINC INTEGRATING CULTURES TO MEET GLOBAL BUSINESS GOALS JOAN LAUFER, Sales Manaer New York City; Berlitz International ALLIANCES and COMPANY STRATEGY JOHN HEITHAUS, Customer Service & Alliance Management; Orion Mobility MANAGING PERFORMACE TO MAXIMIZE RESULTS JAMES WALSH, CEO, Alliance Relocation Services DEFINING YOUR CUSTOMER IN A BUSY MARKETPLACE PHIL BENJAMSON, Vice-President Sales & Marketing; Equity Corporate Housing DSP's & GLOBAL STRATEGY DAVID CROFT, Director Business Development; Primacy Relocation 5:30pm Education Conference Adjourns to THE NEW YORK PALACE HOTEL 6pm to 7:30pm GALA RECEPTION & LEADERSHIP AWARDS CEREMONY THE PALACE HOTEL 455 Madison Avenue Spellman Ballroom CORPORATE CITIZENSHIP AWARDS GLOBAL HR NEWS will recognize and will honor multinational company programs that... PREPARE ASSIGNEES AND FAMILIES FOR VERY EFFECTIVE INTERNATIONAL ASSIGNMENTS. Providing language and inter-cultural preparedness training, family support, coaching while on assignment, succession planning and re-assignment planning pre-repatriation; leading to a measurably increased corporate ROI on the international assignment. or, multinational companies that... FOSTER EXEMPLARY GOODWILL IN THE INTERNATIONAL COMMUNITIES IN WHICH THE COMPANY DOES BUSINESS. Companies involved with providing sustainable development, resulting in both immediate and long term social and environmental consequences of actions. COMMUNICATOR-OF-THE-YEAR AWARDS Award categories: INNOVATIVE SERVICE-PROVIDER OF THE YEAR HR LEADER SOCIAL IMPACT AWARD SERVICE-PROVIDER LEADERSHIP: INNOVATION & COMPETITIVENESS CORPORATE LEADERSHIP: INNOVATION & COMPETITIVENESS YOUNG LEADER: SERVICE-PROVIDER WOMAN OF THE YEAR MAN OF THE YEAR LIFETIME ACHIEVEMENT AWARD COMPANY OF THE YEAR: THE BEST COMMUNICATOR COME AND ENJOY !     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   NewYork -May 23 '07 CORPORATE CITIZENSHIP AWARDS and COMMUNICATOR OF THE YEAR, 6pm ceremony at The Palace Hotel         Conference Sponsors: