HOME CONTENT MEDIA CONFERENCE PRESENTATIONS ABOUT US PAST ISSUES SUBSCRIBE NewYork,30 April-1May   GLOBAL HR IN TODAY'S GLOBALLY INTEGRATED ECONOMY Going Global and Thriving Means Developing a Global Mindset ... Come and learn how !     to be held at... SOFITEL New York • 45 W44th, just off 5th Avenue call +1 619 297 5700 for conference agenda info     You are cordially invited to the GLOBAL HR News WELCOME DINNER happening on Tuesday evening, April 29th from 7pm...come to the wonderfully small and quiet neighborhood place... IL VALENTINO Restaurant 330 East 56th Street, between 1st & 2nd Aves Sutton Place This business social is optional and an extra cost @ $110/person, payable in advance via amex-visa-mastercard...invoice and receipt immediate. RSVP by Monday April 28th 12Noon to news@globalhrnews.com or 619-297-5700. Come and join us in this very informal networking dinner with very good food and an atmosphere for relaxing conversation with bright people. MEMOS FROM THE CONFERENCE PRODUCER UNCONDITIONAL GUARANTEE If you do not "take-away" practical information, application techniques, new ideas, or new contacts who can be helpful to you and helpful to your business mission or helpful to your professional development, please discuss with us and if we understand then we will immediately credit your paid-registration to your choice of one other GLOBAL HR News Conference™ of your choice, worldwide. Come and learn, meet bright, new people, and THRIVE within a unique, stimulating, collaborative working environment. It's my promise to you! -- Ed Cohen, Conference Producer, President & Publisher GLOBAL HR News Media GLOBAL HR News CONTINUING PROFESSIONAL EDUCATION COURSE APRIL 30th From 7.30am GRAND PARIS BALLROOM Check-in Desk Opens NETWORKING COFFEE in the Sponsor Display area 8.10am General Assembly WELCOME REMARKS ED COHEN, Conference Producer & Host; Publisher GLOBAL HR News 8.30am to 9.15am General Assembly - Opening Keynote Address GRAND PARIS BALLROOM HR & R-O-I: ACHIEVING BUSINESS OBJECTIVES CASEY CLEMENCE Senior Vice-President, International Assignments BANK OF AMERICA 9:15am to 10am General Assembly - Global Keynote address GRAND PARIS BALLROOM GLOBAL BUSINESS, MOVING PEOPLE ACROSS BORDERS, and DEALING WITH THE US CONGRESS AUSTIN T. FRAGOMEN,Jr., a Partner and Chairman of the Executive Committee; FRAGOMEN DEL REY BERNSEN & LOEWY, LLP LYNN SHOTWELL, Executive Director; AMERICAN COUNCIL ON INTERNATIONAL PERSONNEL (ACIP), Washington DC ABOUT THE PRESENTERS Lynn Shotwell first joined ACIP in 1996 as the Legal Counsel and Director of Government Relations. Lynn has served on the Steering Committee of Compete America, as co-chair of Multinational Employers for Working Spouses (MEWS), and on the Secretariat of the Executive Working Group on Global Mobility Policies. She is a frequent lecturer on global mobility policies and practices and has testified before the U.S. Congress, the Organization for Economic Cooperation and Development, the World Bank, the International Organization on Migration and the Global Commission on International Migration. Prior to joining ACIP, Lynn practiced immigration law at Arent Fox and worked in the human resources department of Oldsmobile. Since 1972, it has been the American Council on International Personnel’s (ACIP)(www.acip.com)mission to advocate and educate on global mobility issues. ACIP spearheaded efforts behind many of the major immigration developments of the past thirty years -- the Blanket L visa program, H-1B cap, employer sanctions, and spousal work authorization. Through frequent meetings with members of Congress, testimony before House and Senate subcommittees, and far-reaching communications programs, ACIP remains committed to shaping U.S. immigration law and international trade policies to meet the needs of American employers. ACIP’s government liaison arm also works alongside the Executive Branch agencies (including the Departments of Homeland Security, Labor and State) to resolve problematic cases for member organizations, and to work with the agencies in developing workable policies and practices. This dialogue helps facilitate understanding and trust between the government and private sector. Finally, ACIP offers an array of educational and networking opportunities for the in-house immigration professional and is a designated sponsor of two international exchange visitor programs, through which member organizations can bring foreign employees to the United States for training. Austin Fragomen graduated from Georgetown University (B.S., 1965), Case Western Reserve University (J.D. 1968). Mr. Fragomen served as Staff Counsel to the U.S. House of Representatives Subcommittee on Immigration, Citizenship and International Law from 1968 to 1970. He is 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; Chairman of the Practising Law Institute's Annual Immigration Institute; and Member, University Council, Case Western Reserve University. Mr. Fragomen is Chairman of the Board for the firm's executive committee and heads the National Foreign Visa practice. FRAGOMEN (www.fragomen.com)is the world's largest firm dedicated solely to providing corporate immigration services. With over six hundred professionals focused on immigration, our strength is providing the highest level of service with the greatest efficiency and quality. 10am to 10.45am General Assembly - Theme Keynote Address GRAND PARIS BALLROOM BOTTOM-LINE VALUE OF MOBILITY TO THE BUSINESS: THE MAGIC FORMULA FOR MEASURING R-O-I DALE A. WELCOME Global Workforce Mobility Manager INTEL Corporation ABOUT THE KEYNOTER Dale Welcome is HR Global Workforce Mobility Manager for Intel Corporation, based in the United States. In this role, he manages Intel’s global employee workforce mobility services, including relocation, travel, immigration and business and travel expenses. His career with Intel began in 1997, and over the years he has acquired a broad range of skills having served the firm as US Payroll & Employee Expense Controller, IT Business Account Manager responsible for Intel’s internal HR systems and applications; and HR and IT Enterprise Application Program Manager. Prior to joining Intel, Dale was employed by Kaiser-Permanente as Financial Controller and began his career with Deloitte & Touche. Dale obtained an accounting degree from the University of Washington located in Seattle, Washington. 10.45am to 11.15am NETWORKING COFFEE BREAK area in the Sponsor Display area CONCURRENT EDUCATION SESSIONS - 11.20am to 1pm 11.20am to 12.05pm XTREME, HARDSHIP ASSIGNMENT LOCATIONS: POLICY & PRACTICE or SUPPLY CHAIN MANAGEMENT for REPEATABLE RESULTS 12.10pm to 1pm GLOBAL BENEFITS: CIGNA INTERNATIONAL or DEMOGRAPHICS: COMPANIES & AGING WORKFORCE ...ERNST & YOUNG, LLP GRAND PARIS BALLROOM 11.20am to 12.05pm XTREME RELOCATIONS: HARDSHIP LOCATION POLICY & PRACTICES XTREME relocations are becoming more common. For example China, a former extreme place to some people. As today's China develops, in the "tier-1" places, it not only has more local employee resources but is also becoming a friendlier environment for assignees. But there are many other places in the world that are still the province of energy and mineral extraction, infrastructure building and financing, and these places are expanding and with it are what we call Xtreme Relocations...i.e., sending employees to places with any (or even all) of these characteristics: 1. Dangerous (violence and disease) 2. Lack of Infrastructure 3. Lack of Family Support Services 4. Extreme Geographical Characteristics THE TAKE-AWAY Companies have difficult times attracting and retaining people for these assignments and an assignment is likely to be very stressful on the family. This fast-paced presentation will help global mobility professionals understand more about Best Practices in what are otherwise absurd circumstances and delegates will learn how to make the most out of a tough situation...perhaps learning how to turn it into a positive experience. Moderator: SYLVIA EHRLICH, SCRP President THE INTREPID NEW YORKER Faculty: SUSAN MUSICH Global Career & Mobility Consultant The World Bank Group, the UN, the US State Department, and international corporations WILLIAM (Bill) R. SHERIDAN Vice President-International Human Resource Services National Foreign Trade Council (NFTC) ANNE DEAN Director of Editorial Services; LIVING ABROAD, LLC FACULTY: Bill Sheridan is head of the New York City office of the National Foreign Trade Council, a private sector advocate for open markets for cross-border investment, trade and employment. He has been with the NFTC since 1992. Prior to that he served in senior consulting and corporate human resource management roles with Arthur Andersen, Barclays Bank, American Express International Bank and Caltex Petroleum. He has been an expatriate in the Middle East and the Caribbean. Bill also served in the U.S. Navy as a Line Officer. At the NFTC he is responsible for a wide range of international human resource services; including facilitation of working committees on global mobility, international benefits and talent management; annual surveys on global relocation trends and other topical IHR studies. Bill holds a BA from the City College of New York, an MBA from the City University of New York, is a Life Member of World At Work, and belongs to the National Committee on American Foreign Policy and Naval Institute. He can be reached at wsheridan@nftc.org or 212 399 7128 Susan Musich has worked with The World Bank, the UN, the U.S. State Dept., multinationals, and other international organizations. Susan co-developed The World Bank’s first Global Mobility program and advises organizations on dual career and family mobility programs and policies, particularly related to staff relocating to developing countries and emerging markets. Susan has written 13 books, including her most recent book, Africa Job Search (World Bank, Summer 2008). Susan won additional recognition as the GLOBAL HR NEWS Communicator-of-the-Year Award - 2007; and, in 2008 Susan will launch an online global job search product, www.PassportCareer.com, to support organizations facing spouse career challenges. Anne Dean, Director of Editorial Services for Living Abroad LLC and she began her career as a Corporate Travel Manager in 1987 with Fortune Brands,Inc., and joined the Global Mobility profession in 2000 with Craighead Publications. anne has been with Living Abroad since 2002. Anne is currently researching and editing many new destinations for Living Abroad, some of which are in the 'Extreme' category. In addition to her regular duties, she has published over 30 articles on doing business abroad and destination information in trade publications such as GLOBAL HR NEWS and ERC’s Mobility Magazine. She is also on the Global Editorial Advisory Board for Worldwide ERC, and has been the recipient of two Distinguished Service Awards from ERC. Anne graduated from the University of Connecticut with degrees in Business and Communications. Sylvia S. Ehrlich SCRP is on every level—regional, national, and international—a speaker, trainer, author, and workshop leader. Ms. Ehrlich used her background in psychology, her personal experience as a relocating child, and then as the accompanying spouse in domestic and international moves to establish a relocation destination services specialty. She is the recipient of numerous awards, including: the “Going the Extra Mile” Service Award from Relocation Resources, Inc. (1993), the Meritorious Service Award from the ERC (1998), and was a charter inductee into the RELO® Network Hall of Fame (1997). In 2002, Ms. Ehrlich became one of only 140 relocation professionals to receive the coveted SCRP designation from ERC as well as the Distinguished Service Award for her efforts and commitment to the relocation industry. Past president of the Tri-State Relocation Services Group, Inc., Ms. Ehrlich currently is on the Board of Westchester Human Resources Management Association (WHRMA) chapter of the Society for Human Resources Management (SHRM), and chairs the International Human Resources Special Interest Group (IHR-SIG). Sylvia Ehrlich has appeared on Good Morning America (ABC) and has been featured in the real estate and business sections of The New York Times, Crain’s and USA Today. She has been published in numerous industry magazines. Ms. Ehrlich speaks several languages and enjoys American, Canadian, and Russian citizenships. 11.20am to 12.05pm LE MONTMARTE ROOM SUPPLY CHAIN MANAGEMENT for REPEATABLE RESULTS THIS IS AN AUDIENCE - INTERACTIVE SESSION Come and learn from and discuss with experts, long-time industry veterans dealing with company Procurement Issues and Provider Performance Management. Delegates will take-away practical information and problem-solving techniques usable in the office the very next business day. Come with your "situational" questions and get ready to learn more. Moderator: MARCELO ALMEIDA, Director of Business Development and Global Account Executive; BERLITZ INTERNATIONAL FACULTY: CHARLES J. GRIFFIN Senior Manager, Global Mobility BOOZ ALLEN HAMILTON LENA CRISTINA RINCONES Global Process Leader, BTO - HR, Global Mobility and Expatriate Services; IBM GLOBAL SYSTEMS ABOUT THE LEADERS Lena Rincones, IBM, is Global Process Leader (GPL) for IBM’s internal US and Global Relocations in addition to management for several outsourced clients. Lena has involvement with Vendor Selection, Performance Management, “Repeatable Results” and “Sustainability”. Lena is responsible for the design, development, communication of work-place solutions by integrating best practice operational delivery models, processes, and technologies. Lena is an Industrial Engineer with a specialization in Systems and Processes. She has more than 12 years of professional experience in International and Domestic Relocation services delivery, and policy and program design. Before joining IBM in January 2004, Lena served as P&G’s Global Process Owner for Relocation & Expatriate services. In that role, she had global responsibility and accountability for the delivery of Relocation Services from three (3) shared services centers for P&G employees. During the course of her 13 years with P&G prior moving to IBM, Lena has served as regional and global service delivery leader and in that role Lena redesigned service delivery models from multiple local in-country delivery models to regional/global centralized remote shared service centers delivery models. Lena also developed global strategic partnerships with relocation suppliers in order to support third-party service delivery across the globe. Lena graduated from the Catholic University Andres Bello” in 1990, in Caracas, Venezuela. Lena moved to Venezuela at the age of six (her parents home country) and lived in Caracas most of her life. She completed her high school studies in Canada, lived in Cincinnati for 18 months, and spends the last 4 year in Costa Rica. She is married, has two daughters, and has lived in Houston since the summer of 2005. Charles J. Griffin’s Professional Credentials are: JD (NY &NJ), CPA (NY), SPHR, GPHR, CRP. GMS. His education includes: Villanova University: BS. Accounting; and Villanova University: JD. Charles Griffin is now Booz Allen Hamilton’s Senior Manager leading the worldwide mobility program (relocation and immigration) for the last five years. His current responsibilities include: Vendor selection and management (domestic and international relocation and immigration); Policy benchmarking, development and selection for tiered and regional policies; Management of mobility program management (over 800 domestic and 75 international moves per annum); and, Compliance management. Mr. Griffin previously managed Global Mobility functions at Marsh USA (3 ½ year) and Dow Jones & Company (5 years). While at Dow Jones his responsibilities also included management of the HR function for regional HR function in Europe and Asia. Prior to joining his client Dow Jones, Charles Griffin began his 13 year professional career as a tax career consultant on the Coopers & Lybrand legacy tax side of PricewaterhouseCoopers (PwC) focused on supporting international clients in tax and international assignment policy strategy and home and host country tax compliance. In that role, he relocated to Zurich Switzerland as a Senior Manager for a two year expat assignment to establish a USA tax consulting practice in Coopers & Lybrand Zurich Switzerland office. Marcelo Almeida is Director of Business Development and Global Account Executive for Berlitz International. In this position, he is primarily responsible for global accounts for the company. He has been with Berlitz for over 23 years and is a recognized expert in the cross-cultural and language fields. A native of Brazil, he is a frequent speaker at industry events. Founded in 1878, Berlitz is the world's largest provider of language training and cultural consulting services, with over 500 locations in 70 countries and more than 55 locations in the United States. 2 SESSIONS, 12.10pm to 1pm GRAND PARIS BALLROOM DOING BUSINESS IN CHINA AND INDIA: MEDICAL ISSUES FOR EXPATRIATES AND LOCAL NATIONAL EMPLOYEES MODERATOR: Peter Hindmarsh Senior New Business Manager (New York) CIGNA International Expatriate Benefits Presented by LYNDON E. LAMINACK, MD Medical Director CIGNA International LORNA FRIEDMAN, MD, MBA Senior Medical Executive CIGNA International Marketing and Emerging Markets PAUL GRUNDY, MD Director, Healthcare, Technology and Strategic Initiatives IBM Global Wellbeing Services and Health Benefits ABOUT THE PRESENTERS Lyndon E. Laminack, M.D. joined the international expatriate benefits operations of CIGNA Corporation as medical senior director in Jan 2002. Formerly he was group deputy medical director in charge of operations in North and South America for International SOS (ISOS), based in Philadelphia. Following the acquisition of ISOS by AEA International in 1998, he led the transition to integrate the medical departments of the organization’s U.S. Alarm Centers. Initially, Dr. Laminack joined AEA in 1991 as a Senior Coordinator Doctor in the Republic of Singapore, later becoming Area Medical Director at AEA headquarters in 1995. Dr. Laminack is a graduate of the University of Texas Medical School in Galveston, where he completed his internship, and the University of Missouri, for his residency in Internal Medicine. Prior to his international career, he practiced general internal medicine in Missouri (1974-6) and Seattle (1976-87) and was a medical officer at a residential for the developmentally disabled (1986-90). He spent a year in independent travel (1990-91) which included a volunteer assignment in a large teaching hospital in south India. He is board certified in Internal Medicine. He is a member of the American College of Physicians, the American College of Occupational and Environmental Medicine, the International Society of Travel Medicine, Medichem, and the International Federation of Hospitals. Paul Grundy, MD, MPH, FACOEM, FACPM is Director of Healthcare, Technology and Strategic Initiatives for IBM Global Wellbeing Services and Health Benefits, part of IBM’s Corporate Headquarters Human Resources group. Prior to joining IBM, Dr. Grundy worked as a senior diplomat in the U.S. State Department supporting the intersection of health and diplomacy. Dr. Grundy currently serves on The Medical Education Futures Study National Advisory Board and is Chairman of the Patient-Centered Primary Care Collaborative (PCPCC), a coalition he helped IBM create in 2006. The PCPCC is dedicated to advancing a new primary care model called the Patient-Centered Medical Home as a means of fundamentally reforming health care delivery, which in turn is essential to maintaining U.S. international competitiveness. Dr. Grundy is also the Chair of Health Policy of the ERISA Industry Committee. Lorna Friedman, MD, MBA is Senior Medical Executive, CIGNA International Marketing and Emerging Markets. Prior to joining CIHB in early November Dr. Lorna Friedman worked in various roles for CIGNA HealthCare including health management, marketing support and technology assessment for almost a decade. In her prior role with the National Sales Team in the northeast she was responsible for new sales as well as supporting growth on existing business. Dr. Friedman joined CIGNA HealthCare after having taught pediatric medicine as an Assistant Professor of Clinical Pediatrics at Cornell University Medical College. She also practiced at New York Hospital where she served as Director of the Division of Primary Care, Department of Pediatrics. Dr. Friedman completed her residency at the University of Pennsylvania’s Children’s Hospital of Philadelphia where she served on the Ethics committee and was Director of the Homeless Health Initiative. Her efforts in ensuring health care for homeless children earned her the Nancy Elizabeth Barnhart Award for Child Advocacy. Dr. Friedman’s experience in community health includes membership in organizations such as National Health Service Corp, Indian Health Service and the National Institutes of Health. She has taught and published on community and preventive health issues. A graduate of New York Medical College and Columbia Graduate School of Business Dr. Friedman have received several awards for both academic achievement and community service. She was recently inducted into the YWCA of New York’s Academy of Women Leaders. She continues to speak nationally on issues regarding health care and serves on several boards including serving as Chair of the New York State Prematurity campaign for the March of Dimes, The Columbia University Health Alliance The American Council of Exercise and on the clinical advisor for Select Media and the ‘Hear Me” project LE MONTMARTE ROOM WORKFORCE DEMOGRAPHICS: ASSESSING THE IMPACT OF AN AGING WORKFORCE ACROSS GLOBAL OPERATIONS Moderator: Vicki V. Bentley Associate Director Americas Tax Communications ERNST & YOUNG LLP Faculty: BILL LEISY, Principal, Americas Markets and Services Leader; Performance & Reward Practice; ERNST & YOUNG LLP ART CONAT, Executive Director; Resource Actuary; Performance & Reward Practice; ERNST & YOUNG LLP Session Description: How will the global aging workforce affect your company? Join us for a lively discussion on how the current state of the economy can influence your organization's aging workforce, and plan strategically for the looming "boomer brain drain". As the baby boomer generation ages, companies will find themselves facing economic and productivity challenges if proactive planning is not in place. Ernst & Young’s 2007 Aging U.S. Workforce Survey: Challenges and Responses – An Ongoing Review, shows there is a gap in strategy across organizations when preparing for and developing programs to meet the demands of a population nearing retirement. Discuss how employers can bridge this gap through succession planning and employee benefits programs. Session Learning Objectives: - How can international companies prepare strategically for aging expatriates? - Proactive planning steps to deal with an aging workforce in today’s economy. - How will the aging workforce have a direct impact on the increasing cost of healthcare, retirement, training and development? - How can employers more effectively transition employees between their last years on the job and the start of retirement? - The Global Outlook— Group discussion ABOUT THE PRESENTERS Bill Leisy, Principal, Americas Markets and Services Leader; Performance & Reward Practice. Based in Atlanta, Bill is a Principal in Ernst & Young’s Performance and Reward Practice. He is a member of P&R’s Core Leadership Team and is responsible for the Practice’s overall strategic growth of markets and services in the Americas. Bill has over 25 years serving clients in the areas of HR strategic planning and governance, executive total compensation and disclosure, HR financial and risk management, transaction integration, management development and succession planning and all areas of performance and reward. Bill has assisted over 300 organizations working directly with client Board of Directors, Compensation Committees, senior management teams and senior human resource management. He is a co-author of Ernst & Young’s 2007 Aging Workforce Survey: Challenges and Responses - An Ongoing Review. Art Conat, Executive Director; Resource Actuary; Performance & Reward Practice, Ernst & Young LLP. Based in Chicago, Art began his career at Ernst & Young in 1991, serving clients with pension plans maintaining up to 75,000 participants. His employee benefits experience has included designing and determining contribution requirements for various types of pension plans as well as designing profit-sharing plans. He also assists clients in managing post-retirement benefits, and testing retirement plans for compliance with nondiscrimination regulations. Art is a co-author of Ernst & Young’s 2007 Aging Workforce Survey: Challenges and Responses - An Ongoing Review. He is Ernst & Young’s Resource Actuary and an actuarial functional co-leader. He is an Associate of the Society of Actuaries, an Enrolled Actuary and a Member of the American Academy of Actuaries. 1pm to 2pm LUNCHEON PROGRAM 1.45pm to 2pm LUNCHEON ADDRESS Getting to BEST PRACTICE International Assignments...how it helps company ROE & ROI Presented by ED COHEN, Publisher GLOBAL HR News 2pm to 2.15pm BREAK 2.15pm to 3pm AFTERNOON KEYNOTE DEAN FOSTER presents “THE CULTURE PROPHECY: REVEALING THE HIDDEN DESTINY OF NATIONS" 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 KEYNOTER 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, several of which have been published in Global HR News, 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. He insightful articles are also featured in GLOBAL HR News Magazine and is a keynoter at selected GLOBAL HR NEWS Conferences in Europe, Latin America and the US. 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. 3pm to 3.10pm BREAK 3.10pm to 5.15pm CONCURRENT SESSIONS Room A 3.10pm to 4.10pm TALENT RECRUITMENT & RETENTION: USING GLOBAL MOBILITY AS A TOOL ...HOW TO IMPLEMENT SUPPORT FOR THE BUSINESS Faculty: JANIS ECKERT, Global Leader, Global Mobility Services; HONEYWELL SUSAN GINSBERG, GMS, Vice President Global Services and Business Development; RICKLIN-ECHIKSON ASSOCIATES (REA) LISA JOHNSON, GPHR; Director, Consulting; CARTUS Mobility ABOUT THE PANEL Janis Eckert is the Global Leader of Global Mobility Services at Honeywell. Jan began her Human Resources career at Ernst & Young (E&Y) in 1990. She was then asked to join the firm’s Compensation Team in 1991 as an Analyst supporting 25,000 employees. Throughout her 10-year tenure with E&Y, her progressive career opportunities from Compensation Analyst to Compensation Manager led to an Associate Director level position within the Consulting Services practice. She was asked to form and lead the Consulting Services’ new internal Expatriate Management team and designed, developed and implemented expatriate policies and programs on a global basis. She left E&Y when the merger with Cap Gemini occurred in 2000 and was responsible for the Americas Region Mobility Team at Cap Gemini, a leadership position she held for 6 years prior to joining Honeywell as Global Leader, Global Mobility Services. Prior to Ernst & Young, Jan held progressively responsible positions in the fashion industry, including Bill Blass Couture, Ann Taylor, and Henri Bendel. Finding her love of developing client relationships, she made a career move to join Ernst & Young in order to further her Human Resources opportunities. Jan holds a Liberal Arts degree from Lynchburg College. She continued her studies at the New School for Social Research taking courses in Human Resource Management, New York University Higher Education Program for Statistical Analysis and began her Master’s Degree in Human Resource Management at Rutgers, The State University. She is on the Advisory Board for Deloitte & Touche and is a member of Organization Resource Counselors, National Foreign Trade Council, and Ernst & Young’s Institute for Global Mobility. Lisa Johnson, GPHR, is Director, Cartus Consulting. Lisa joined Cartus in January 2000. Since that time her primary focus has been working with clients in the development and implementation of change management strategies to support organizational transitions and global workforce integration. Lisa’s specialization in linking mobility programs to talent management initiatives has involved working with companies on the design of Repatriation and Career Planning programs and assignment related Return on Investment strategies. She has extensive experience in the design and implementation of Voice of Customer and Benchmark surveys and has conducted several pieces of research regarding localization and mobility patterns within Asia and China. Before joining Cartus, she had more than 10 years of experience in the intercultural consulting and training field. Her graduate studies in intercultural relations at the McGregor School of Business of Antioch University have focused on change management and the impact of globalization on organizations. A frequent business traveler in Asia, Lisa has lived and worked in Honduras, Spain and the United States and is fluent in Spanish and English. Her articles have been published in industry magazines including Mobility, Compensation & Benefits Review and HR Executive. Lisa is a regular speaker at international, national and regional conferences including being on the faculty of GLOBAL HR News Conferences and has recently presented at NFTC, the Conference Board as well as ERC, SIETAR and the CCH HR in China conferences. She holds SHRM’s GPHR certificate and is a member of SIETAR and Global SHRM. 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 Worldwide ERC’s Program Planning Committee and served on Mobility magazine’s Global Editorial Advisory Committee. Room B 3.10pm to 4.10pm HR MANAGEMENT amd COMPENSATION TRENDS IN TODAY'S MIDDLE EAST Presented by V.TITUS JOHN Manager & Specialist (Compensation & HR Policy) DP WORLD, Dubai SESSION TAKE-AWAY DUBAI WORLD is a very fast-growth company with multiple interests. A major unit is DP Ports, a leading Marine Port Operator in the world managing over 42 Terminals in 27 countries. The Headquarters is based in Dubai-United Arab Emirates in the Middle East Region. Dubai is a market leader and agent-of-change in the Middle East region. You will gain valuable insight with this overview of the region, which extends over 15 countries. This talk will feature the demographic structure, the Economy, factors influencing business and workforce, compensation trends, HR Policies, HR issues and challenges in the region, mobility trends and relocation issues. ABOUT THE PRESENTER Titus John is professionally qualified with over 16 years work experience in Human Resources Management internationally in the areas of HR Policy Development, Merger of HR Policy Framework, Management Reforms and Change, HR Strategies, Compensation & Benefits, Job Classifications and Job Evaluations, Developing Pay Structure, Manpower Planning, Recruitment, Training & Career Development, Staff Performance Management, Organization Designing and Employee Relations. Room C 3.10pm to 4.10pm EMERGING TECHNOLOGIES .... for global business and mobility JAMES CADDEN, Managing Director; ONE OCEAN TECHNOLOGY MICHAEL CADDEN, Managing Director - International Operations; LIVING ABROAD, LLC WHY THIS SESSION? Technology has leaped ahead in the past decade, but much of global business is conducted using tools from 1998, especially in the global mobility community. For example, decade-old technology, such as instant messaging and blogs are just emerging into the corporate business world. There is so much more happening that we need to know about. This highly engaging, controversial and lively presentation introduces the audience to the emerging technology trends and how they are likely to impact their working world. Technology Topics you will better understand are: RECENT PAST DECADE: How far we have come, how far we are still to go MOBILE DEVICES: No longer just a phone, a handheld computer & tether for your global nomads VIDEO... Thousands of WEB-TV channels across the planet WEB APPLICATIONS: Your whole department, online. Offices - a thing of the past? SATELLITE INTERNET: Never need a hot spot again. No place is remote. INTRODUCING...James Cadden, founder, One Ocean Technology, a web development firm specializing in the Global Mobility industry. He has lead projects for some of the leading names in the industry, including Dean Foster Associates, Living Abroad LLC, Selection Research International (SRI), International Professional Relations (IPR). He developed technology for DFA Culture Compass. James is currently working with Susan Musich to develop PassportCareer.com, a support site for spouses and partners moving abroad. He received his BS in Computer Science and Applied Mathematics, with honors, from New Jersey Institute of Technology. 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. Michael has created several breakthrough presentations and delivered them dozens of times in the USA, Latin America and Europe including being featured during GLOBAL HR NEWS CONFERENCES. Popular winning topics have included “10 Year Trends in Global Mobility” (2005), “The Dark Side of Short-term Assignments” (2006) and “Relocating Generation Y” (2006/7). In 2008 he launched "Emerging Technologies Impacting Global Business and Mobility" and “Xtreme Relocations”. Additionally, he has moderated a number of NFTC Global Mobility panels and he received the GLOBAL HR NEWS "Communicator of the Year Award" - 2007. Michael is also the creator of the industry’s cartoon icon, “X Pat” Moose. Michael graduated from Boston College with a BA in Economics and with a MBA from Boston University. 4.15pm to 5.15pm 2 CONCURRENT EDUCATION SESSIONS ROOM A EDUCATION RESOURCES FOR PARENTS/KIDS WHILE ON ASSSIGNMENT: “How Can Corporations and Schools Work Together to Best Meet the Needs of Relocating Families?” MODERATOR: ELIZABETH PERELSTEIN CEO SCHOOL CHOICE INTERNATIONAL Faculty: SCOTT ENOCH, CRP, GMS; Director of Relocation AMERICAN INTERNATIONAL GROUP (AIG) TIMOTHY DWYER, Vice President Human Capital Management - Global Mobility Services; GOLDMAN, SACHS & CO. MICHAEL KOFFLER, Founder/CEO; MET SCHOOLS Inc. ANDREW KITTELL, Director of Corporate Relations; ACS International Schools, Ltd. (UK) ABOUT THE FACULTY Timothy Dwyer is a Vice President in the Human Capital Management Division of Goldman Sachs, serving as the Americas regional manager of its Global Mobility Services Department. There, he manages immigration, international and domestic relocations, and expatriate assignments for the firm. Tim joined Goldman Sachs in May 2005 after a decade at KPMG, where he was an international human resources consultant working with many leading global organizations. He is a graduate of Georgetown University's School of Foreign Service, and received an advanced degree from the College of Europe in Bruges, Belgium. Scott N. Enoch, CRP, GMS is the Director of Relocation for AIG. Based at AIG's New York City headquarters, Enoch oversees all services for AIG's domestic US relocations, as well as the US based service components of its international moves. Scott Enoch has over 15 years of diverse relocation experience, including service on the third party service side as well as direct corporate experience at several fortune 500 companies. Elizabeth Perelstein is the President of School Choice International. Liz has been a teacher, a primary school administrator, a university administrator and a board of education trustee. She holds two Masters' degrees in Educational Administration and Public Policy from the University of Chicago. She lived in England for three years, where she founded School Choice International, which she introduced to the United States upon her repatriation. Liz writes and speaks frequently on topics related to education and relocation and is on the Board of Directors of Families in Global Transition. In 2006, she co-founded the first British, primary year's international baccalaureate program school in New York City. Michael Koffler was raised in Flushing, Queens, New York, and presently resides in Manhattan. He is founder and CEO of MetSchools Inc., the New York City-based education service provider, which is the largest privately held, for-profit company of its kind. The company operates funded and private pay mainstream and special education schools in Manhattan, Brooklyn and Queens. The company serves over 2,500 children and employs 530, while consistently growing, with plans to expand the Aaron School to include the Aaron Academy bringing the school to twelfth grade, and adding a High School to the Claremont Prep School in Manhattan's Financial District. Both of those efforts will be ready for students by September 2009. Koffler is active on a variety of boards and has endowed the Michael C. Koffler Professorship in autism at Pace University. This is the first university endowment in autism in America. MetSchools' Rebecca School for Autism in Manhattan is the largest day program dedicated to autism worldwide, and the only freestanding Educational Facility of this magnitude using the DIR Model created and supported by Stanley Greenspan. Koffler has served as Chairman of Young President's Organization Metro New York Chapter. He is married, and has two sons who are currently working at MetSchools, adding to the continuity of the family legacy, in Operations and in Development of the Broad Street Ballroom, the historically restored Grand Ballroom at the Claremont School Site. For nearly 15 years Andrew Kittell has progressed as an enrollment management and corporate relations professional representing American and international schools in Europe. He holds degrees in education and educational administration from Springfield College and the Johns Hopkins University, respectively. His additional postgraduate study was at Dartmouth College’s Tuck School of Business and Indiana University's Center on Philanthropy. Andrew Kittell is also a Fellow of the Royal Society for the Arts (FRSA). Prior to his involvement with international schools, Andrew was an award-winning teacher, a consultant to the National Geographic Society in Washington, D.C., and a journalist and public relations specialist. His work today as the U.S.-based director of corporate relations for London's three-campus ACS International Schools system combines direct corporate outreach, philanthropic initiatives and partnerships, and North America-wide public relations. Andrew has lived and worked abroad in London, England and the British Indian Ocean Territory. He enjoys active travel, having visited 30 countries so far. ROOM B... EMPLOYER INTERNAL BRANDING, RETENTION, ENGAGEMENT, and INTERNATIONAL ASSIGNMENTS: Creating True Brand-Ambassadors From Your Global Workforce...and retaining the best SCOTT HAMILTON, Senior Partner; ALLIGN WHAT YOU WILL LEARN You will discover the best tools and methods to produce a more effective, result-focused Employee Value Proposition (EVP). This highly interactive, "tool-rich" session focuses on how to engage everyone in your organization to understand and execute on your brand promise. You'll also learn how to develop a measurable EVP program that helps you identify and attract the hidden talent that exists in today's marketplace. You will... • Develop an action plan to engage all leadership in supporting your EVP - Walk away with a customized plan for your company • Find out how to identify your target talent and learn how to attract/keep them • Use EVP tools to craft your specific plan for action at your location - and do it cost effectively • Create true signature service in the context of your brand • Learn why you may not need to pay a compensation premium to retain the best ABOUT THE PRESENTER Scott Hamilton is a noted HR organizational consultant and has devoted over 20 years to the successful improvement of executive and team performance in Fortune 500 through mid-market companies. Scott's particular expertise is in executive and organization improvement programs that bring measurable value to initiatives such as leadership team effectiveness, workforce alignment, engagement, change management, succession planning, mentoring, strategic execution management tools and business metrics. 5.20pm to 6.20pm General Assembly GRAND PARIS BALLROOM TALK SHOW...IDEA EXCHANGE Get ready for a lively session containing practical information and applications discussed openly within a collaborative learning environment. You are cordially invited to join the discussion, and thrive! GOING GLOBAL AND THRIVING! Host: Ed Cohen, Publisher GLOBAL HR News Commentators will include JEAN-LUC HADDAD, President; GROSPIRON INTERNATIONAL (Paris) LENA CRISTINA RINCONES, Global Process Leader, BTO - HR, Global Mobility and Expatriate Services; IBM GLOBAL SYSTEMS SCOTT HAMILTON, Senior Partner; ALLIGN DALE A. WELCOME, Global Workforce Mobility Manager; INTEL Corporation V.TITUS JOHN, Manager & Specialist (Compensation & HR Policy); DP WORLD, Dubai JOHN HEITHAUS, CCO; ORION MOBILITY CASEY CLEMENCE, Senior Vice-President, International Assignments; BANK OF AMERICA MJ PASCHALL, Senior Vice President; AKA KORMAN COMMUNITIES JOAN LAUFER, Manager, Corporate Accounts; BERLITZ INTERNATIONAL PHILIPPE de DREUZY, Vice-President International; RUTHERFOORD INTERNATIONAL "Global Employee Benefits Balancing Local with HQ(Insurances/Pensions): Understanding Local Regulations and Customs/Traditions" PHIL BENJAMSON, Vice President Sales and Marketing; EQUITY CORPORATE HOUSING From 6.30pm INVITATION, April 30th "WELCOME" NETWORKING from 6.30pm @ AKA CENTRAL PARK, 42 West 58th Street, just off 5th Avenue. Register, come and enjoy an informal time of good talk with bright people over good food. This optional Business Social is open to all delegates and invited guests who cannot attend the education conference. FOR THOSE WHO ARE NOT PAID-CONFERENCE REGISTRANTS this optional business social event is an extra cost @ $99 per person, payable in advance. RSVP before April 29th please...news@globalhrnews.com; Visa-MasterCard-Amex. Invoice & Receipt provided immediately. Come and enjoy! MAY 1st CONFERENCE DAY From 7.45am CHECK-IN DESK OPENS 7.45am to 8.15am GOOD MORNING...NETWORKING COFFEE in the Sponsor Display Area 8.15am to 9.45am BREAKFAST KEYNOTE WORKSHOP - CORPORATE BENCHMARKING DEVELOPING TRULY GLOBAL LEADERS: WHO AND HOW? PATRICIA SHAFER, President: Compel Ltd. and Co-Founder, the Change Leaders Patricia Shafer is the author of the forthcoming book WHOLE WORK: Developing Tomorrow’s Truly Global Leaders (IAP, Fall 2008). Her interactive presentation will highlight targeted ways HR and OD professionals can strategically partner with executives to increase organizations’ global leadership competencies. Shafer will share recent survey results with C-level executives and managers, as well as assessment and development tools that help managers see if they exhibit a global mindset, traits and behaviors. 9.45am to 10.15am NETWORKING COFFEE BREAK in the Sponsor Display area 10.30am to 11.30am GENERAL ASSEMBLY GRAND PARIS BALLROOM HOW YOU CAN WIN IN THE GLOBAL TALENT COMPETITION Presented by PHILIP BERRY Corporate Officer Vice-President Global Workplace Initiatives COLGATE-PALMOLIVE COMPANY 11.35am to 12.50pm ... Two Education/Training Sessions GRAND PARIS BALLROOM INTERNATIONAL EMPLOYMENT LAW: UK, MEXICO, CANADA, USA; COMPARING PRACTICE, TRENDS, and PERSPECTIVES... The Assignment Letter/Agreement all the way thru Terminating People While On Assignment MODERATOR: CARMELITA ANSON BROWN Vice President of Business Development PRUDENTIAL RELOCATION Legal Faculty: OSCAR DE LA VEGA Partner BASHAM, RINGE Y CORREA, S.C. (Mexico) GARY FREER Partner McGRIGORS, LLP (London) NEENA GUPTA Partner GOWLING LAFLEUR HENDERSON LLP (Canada) E. JOHAN LUBBE Partner JACKSON LEWIS, LLP (New York) Neena Gupta is a partner in one of Canada’s largest law firms, Gowling Lafleur Henderson LLP. She regularly assists U.S. and global companies manage complex human resources and employment issues, including executive relocation, employment agreements, stock option plans and terminations. She has significant expertise in a number of related regulatory areas, including human rights, employment equity, workplace safety and disability insurance. Ms. Gupta has handled complex and lengthy civil litigation, and regularly appears before all levels of the Ontario courts, as well as numerous administrative tribunals. Ms. Gupta is a highly-regarded speaker and teacher. Recent appearances include seminars organized by the Law Society of Upper Canada, the Advocates’ Society and the Canadian and Ontario Bar Associations. She has developed and taught courses on employment and human rights at Seneca College, Toronto and the Faculties of Law of Queen's University and the University of Toronto. Oscar de la Vega is a Partner with Basham, Ringe y Correa, a Mexican law firm, founded in 1912, with enormous experience gained in serving clients for nearly a century, with service based on superior ethics, quality and professionalism. He was born in 1962 in Mexico City and he is a Graduate of the Universidad Iberoamericana where he obtained law degree in 1983. His Postgraduate studies in labor law were in 1994 and in amparo in 1995 at the Universidad Panamericana. Oscar de la Vega is the author of various publications and has spoken at various conferences in Mexico and elsewhere on labor arbitration, hiring and dismissal of employees. He is a Member of the Inter-American Bar Association, vice president of the Employment and Social Security Committee of the International Federation of Lawyers. Practice area: labor law. Among clients of the firm are some of the largest and best-known companies in the world, both national and multinational, as well as financial institutions, and of course, smaller firms and individuals. The firm offers services in practically all areas of the law. The specialization and development of each practice area of the firm, the support provided among different areas, the deep knowledge which we have of Mexico, its legal system, markets and industry, enables the firm to offer clients innovative, timely, and complete solutions to their needs. In order to avoid problems before they develop, we take a preventive, coordinated, and strategic approach to advising clients. The firm and its lawyers actively participate in various public and private organizations at an international level, something that keeps us attuned to what is happening in the community and the world at large. It enables us to not only understand better and be closer to client needs, but also to participate in and have an influence upon the changes affecting them. Basham, Ringe y Correa knows that each client expects objective advice, proven strategies, professionalism and lawyers in whom they can have confidence. Our lawyers are recognized as leaders in their respective fields of specialization and are committed to offer services of the highest professional standards. Gary Freer is a Partner in the Employment & Pensions team of McGrigors LLP and is based in the firm’s London office. Gary has 20 years experience of advising and representing clients in all aspects of employment law, including in particular Executive Severance, team moves (including drafting and enforcement of garden leave clauses and restrictive covenants), unfair and wrongful dismissal, and all kinds of Tribunal claims. He also advises on transfer of undertakings (TUPE), particularly in relation to corporate and outsourcing transactions. He is highly rated in the 2006 Edition of the Legal 500. Gary is the Secretary of the Employment Committee of the City of London Law Society. He is a regular speaker and writer on employment law issues. E. Johan Lubbe is a Partner at Jackson Lewis LLP, a national management-side workplace law firm in the U.S. Johan is based in the firm’s White Plains, New York office The firm has over 440 employment lawyers in 32 offices across the U.S. Johan coordinates the firm’s International Employment Practice Group and advises U.S. multinational corporations with their global workplace challenges and foreign multinationals doing business in the U.S. Johan is an experienced trial lawyer and negotiator with unions. Johan has law degrees from leading law schools in the U.S., England and South Africa. He started his legal career as a labor lawyer in South Africa and has been in the U.S. for the past 12 years. He has authored a number of articles on cross-border employment issues and is a frequent speaker at international employment law conferences in the U.S. and overseas. Johan is recognized as a leading employment lawyer in a number of the leading publications, including Practical Law Company’s Labour and Employee Benefits Cross-border Handbook 2006/07 and 2007/08, Euromoney’s Guide to the World’s Leading Labour and Employment Lawyers 2004 and again 2006, The International Who's Who of Management Labour and Employment Lawyers – 2005 and again 2007, and the Legal Media Group’s The Best of the Best 2005. Johan is also recognized as a Super Lawyer in New York 2007. THE MODERATOR...As Vice President of Business Development, Carmelita Anson Brown has responsibility for coordinating and implementing Prudential Relocation’s innovative sales strategy. Her objective is to position Prudential as the industry leader in relocation and real estate. She serves as the key contact for conferences, speakers, and sponsorships. Her recognition as an industry thought leader allows her to respond to media opportunities by providing best practices, global trends, research, and market survey data. Just last week (4/19/08), she was quoted in an article in the Wall Street Journal. Brown's background and over 20 years of experience is in human resources and consulting. Prior to her current position, she consulted with Prudential’s clients to provide them with solutions on mobility related Human Resources issues such as benefits and compensation, recruitment and retention, outsourcing management and alternative work arrangements. Prior to joining Prudential, Brown was Vice President at Moran, Stahl and Boyer, a leading management consulting firm. Previously, she served as Vice President of Corporate Development and Mortgage Operations for Merrill Lynch & Company. In addition, she has held senior level positions in the area of human resources. She is widely published and a frequent speaker at local and national conferences. She is affiliated with the Association of Management Consulting Firms, the Human Resources Planning Society and the Society of Human Resources Management (SHRM) Global and the Employee Relocation Council (ERC). 11.35am to 12.50pm LE MONTMARTE ROOM REALITY CHECK: IMPACT OF GLOBAL ECONOMY ON RELOCATION POLICY AND SUPPLIER PRACTICES Moderator: SCOTT CRAIGHEAD, SCRP, GMS General Manager, Americas Bluesky Executive Search Faculty: CHRISTINE M. HANEY, CRP, GMS, Vice President, Business Development & Relocation Services PRUDENTIAL DOUGLAS ELLIMAN REAL ESTATE (New York) JEAN-LUC HADDAD, President; GROSPIRON INTERNATIONAL (Paris) JOHN HEITHAUS, SCRP, Chief Customer Officer; ORION MOBILITY ELIZABETH B. PORTALLA, CRP, GMS, Vice President, Strategic Services; MOBILITY SERVICES INTERNATIONAL ABOUT THE PANELISTS Jean-Luc Haddad is President of Paris-based Grospiron International and is very well-known in the business of global transportation and mobility. His education includes having a Master of Economy and Management at Paris Sorbonne and a Master of Transportation. After 10 years in a famous French moving company he bought in 1990 Grospiron International an old established Paris moving company which is now after 15 years a leader in moving storage, relocation and move management with 5 branches in France (Paris, Lyon, Marseille, Nice and Toulouse. Grospiron International is the exclusive member in France of One-group, an alliance of independent moving companies in Europe with offices and London, Zurich, Frankfurt. Jean-Luc is now 51 years old; was born in a French African colony but raised and grew up in France. He is married and has 3 children (20, 14 and 10 years), and he lives in Paris. Christine M. Haney is Vice President of Business Development and Relocation Services for Prudential Douglas Elliman and is responsible for strategic design and implementation of programs for increasing business opportunities as well as forging solid relationships with customers, corporate clients and brokers alike. Christine has been a prominent member of the Prudential team since 1993, former Director of Business Development for Prudential Home Connections (PHC), Christine, who covered the USA yet worked out of the Northeast, lead business development and marketing efforts for Prudential Home Connections, an added employee benefit program or affinity program utilized by corporations or organizations for their customer or membership base. Christine not only effectively increased both revenue and leads, she additionally maximized program efficiencies to ensure consistent high quality service to clients. Mother of twins, Richard and Sara, Christine, her husband and children reside in Connecticut. Christine is a member of the Hamden Hall Parents Association. She is a board member of Tri-State Relocation Counsel (TRS), and has sat on the Board of Directors for YRPN as Vice President of their Education and Mentor program. In her role as the Vice President, Strategic Services, Elizabeth Portalla of Mobility Services International (MSI) (www.MSImobility.com) she ensures that new clients are implemented smoothly and assisting all clients in creating best-practice relocation programs that help them to achieve their recruiting, retention and strategic business objectives. She has over twenty years of relocation experience in both the corporate and service sectors. Before joining MSI in 1995, she served as Assistant Vice President of International Compensation at Merrill Lynch & Co., where she managed the company’s international relocations and created a database to track assignment costs. At American International Group, she served as a Senior Relocation Specialist, managing all aspects of the relocation process for nearly 200 domestic and international relocations each year. Scott Craighead is General Manager, Americas for Bluesky Executive Search, a retained search firm specializing in Human Resources recruitment. He comes to Bluesky in New York City with 15 years of experience in the international mobility arena. For 10 years, Scott ran Craighead Publications, an online publishing business of country reports for relocating corporate employees. After selling that business to Monster.com in 2000, his business became the business-to-business division of Monstermoving.com where he ran their corporate relocation division. Upon fulfilling his employment obligation to Monstermoving.com, he co-headed business development for relocation management firm, ReloAction. After their sale to Hewitt Associates, he led sales and business development for a venture capital-backed digital publishing business where he located the buyer for the business. Scott has the Senior Certified Relocation Professional and Global Mobility Specialist credentials from the relocation industry’s Worldwide ERC and is the recipient of three Distinguished Service Awards and a Meritorious Award from them. He’s been a Worldwide ERC International Mobility Symposium Planning Committee Member, the President of the Young Relocation Professionals Network, a contributor of 25+ articles for industry publications, and a moderator/speaker at industry events organized by the Worldwide ERC, GLOBAL HR NEWS, Tri-state Relocation Services, National Foreign Trade Council, and Young Relocation Professional Network. Scott was born in New York City, grew up in suburban Connecticut, and received a B.A. in History from New York’s St. Lawrence University. He has traveled to over 25 countries and lives in Fairfield, Connecticut with his wife and two children where he’s been on a couple of non-profit boards and stays active and competitive in a number of sports. John Heithaus is Chief Customer Officer for Orion Mobility. John’s twenty-eight year career in relocation spans executive positions with Merrill Lynch, Cartus, Monstermoving.com and Prudential Relocation. He also served as Vice President, Membership for the Worldwide Employee Relocation Council (ERC) and helped create valuable strategic alliance programs benefiting the association¹s worldwide members. Educated at Iona College and Georgetown University's McDonough Graduate School of International Business, he is currently matriculating for a PhD in Organizational Theory from Warren National University. Heithaus received ERC's coveted President's Award in 1996, in addition to three Distinguished and two Meritorious Service Awards, for his contributions to the industry's educational and technological initiatives. He also holds the ERC's SCRP designation. 1pm LUNCHEON 1.40pm to 2pm Announcement and Presentation of the GLOBAL HR News COMMUNICATOR AWARD This global award initiative is a focus on GLOBAL MINDSET and is designed to recognize organizations, companies and/or individuals who have demonstrated unique skills and capabilities that "help companies better understand and manage International Assignments" and the related business and personal dynamics involved; and, therefore, this Award recognizes those who "help companies better assist their international assignees and families deal successfully with change". I believe that by doing so, companies can grow their return on invested capital in their International Assignment Programs. To achieve success, companies and managers and providers need to identify the specific dynamics and develop and implement a communications program that works for companies, their valued employees and families while on an international assignment. And the winners are .... 2pm -----BREAK 2.15pm to 3pm General Assembly GRAND PARIS BALLROOM BENCHMARKING: SUPPLIER PERFORMANCE MANAGEMENT LENA CRISTINA RINCONES Global Process Leader, BTO - HR, Global Mobility and Expatriate Services; IBM GLOBAL SYSTEMS ABOUT THE PRESENTER As Global Process Leader (GPL), for IBM’s internal US and Global Relocations in addition to management for several outsourced clients, Lena Rincones has involvement with Vendor Selection, Performance Management, “Repeatable Results” and “Sustainability”. Lena is responsible for the design, development, communication of work-place solutions by integrating best practice operational delivery models, processes, and technologies. Lena is an Industrial Engineer with a specialization in Systems and Processes. She has more than 12 years of professional experience in International and Domestic Relocation services delivery, and policy and program design. Before joining IBM in January 2004, Lena served as P&G’s Global Process Owner for Relocation & Expatriate services. In that role, she had global responsibility and accountability for the delivery of Relocation Services from three (3) shared services centers for P&G employees. During the course of her 13 years with P&G prior moving to IBM, Lena has served as regional and global service delivery leader and in that role Lena redesigned service delivery models from multiple local in-country delivery models to regional/global centralized remote shared service centers delivery models. Lena also developed global strategic partnerships with relocation suppliers in order to support third-party service delivery across the globe. Lena graduated from the Catholic University Andres Bello” in 1990, in Caracas, Venezuela. Lena moved to Venezuela at the age of six (her parents home country) and lived in Caracas most of her life. She completed her high school studies in Canada, lived in Cincinnati for 18 months, and spends the last 4 year in Costa Rica. She is married, has two daughters, and has lived in Houston since the summer of 2005. CONCURRENT EDUCATION SESSIONS 3pm to 3.40pm 3pm to 3.40pm GRAND PARIS BALLROOM LEGAL BRIEF: IMMIGRATION COMPLIANCE AROUND THE WORLD ETHAN KAUFMAN, Partner; FRAGOMEN BRENDAN RYAN, Managing Director Global Operations; FRAGOMEN GLOBAL ABOUT THE PRESENTERS Brendan Ryan is Managing Director, Operations, for Fragomen Global. Mr. Ryan has worked in the immigration field for more than 20 years with extensive experience in both the Australian Department of Immigration and commercial practice. He has held a number of positions throughout his career in the Immigration Department including serving as Australia's First Secretary (Immigration) at the Australian High Commission in New Delhi, Vice Consul (Immigration) in Hong Kong and Second Secretary (Immigration) at the Australian Embassy in Manila. In Canberra he held several senior positions, including managing the Business Advisory Panel and more than three years as Departmental Advisor to a former Minister for Immigration in Parliament House, Canberra. Mr. Ryan was a former Partner with PricewaterhouseCoopers managing their Australian Global Visa Solutions Practice. Prior to relocating to the United States, Mr Ryan was the Managing Director of the Asia Pacific region for Fragomen Global and Managing Partner of the Australian Fragomen firm. Mr. Ryan is a Registered Migration Agent (MARN 9790992). Ethan E. Kaufman is a Partner resident in the New York office and sits on the firm's national Executive Committee. He holds a Bachelors degree from Rutgers University, studied at the Universidad Nacional Autonoma de Mexico, and received his J.D. from Rutgers School of Law in 1987 where he served as Research Editor of the Rutgers Law Review. Mr. Kaufman served as a Law Clerk to the Honorable George P. Kazen, U.S. District Court, Southern District of Texas from 1989 to 1990. He specializes in corporate immigration law and is a Mentor in Employment-Based Immigration/Labor Certification for the American Immigration Lawyers Association's National Mentor Program. He also serves as co-chair of AILA's Corporate Practice Committee, NY Chapter (2007-2008). Mr. Kaufman has edited and written articles on corporate immigration issues for publications including American Immigration Lawyers Association's Immigration and Nationality Law Handbook, Inside HR, Relocation Today, Texas Lawyer, Immigration Briefings, Corporate Counsel Newsletter, HR Matters and TechBiz. He speaks regularly at immigration related conferences and has been recognized in Super Lawyers and Best Lawyers for New York City. Mr. Kaufman is conversant in Spanish and was a volunteer with the Lawyers' Committee for Human Rights. ABOUT THE FIRM FRAGOMEN was founded in 1951 and today is the leading provider of corporate immigration services and solutions. For three years running, the firm has been recognized as the global "Corporate Immigration Law Firm of the Year" by Who's Who Legal: The International Who's Who of Business Lawyers. Fragomen works in partnership with clients to facilitate the hiring and transfer of employees worldwide. In 1991, the firm established a global immigration services group, now an affiliate, Fragomen Global Immigration Services, "Fragomen Global". Fragomen Global provides information, guidance and assistance to clients on immigration matters for the international movement and relocation of employees and new hires to and between countries worldwide. 3pm to 3.40pm LE MONTMARTE ROOM TALENT MANAGEMENT The war for talent is changing. It’s no longer enough to simply find candidates. The best candidates are needed to help employers maximize efforts, realize potential, and exceed objectives. But demographic trends are making it more challenging to find the best talent, and economic drivers are making it more difficult to afford first-choice candidates. Progressive employers realize that they must do the most for their best if they want to excel as a talent-focused workplace. Session Learning Objectives: · Leverage company initiatives to recruit, retain, and relocate the right people. · Uncover methods of identifying the best talent — the individuals who are needed to take your business to the next level. · Realize greater recruitment, retention, and relocation success by identifying the programs and policies that best meet the needs of a changing workforce. · Discover how shifts in demographics can not only be addressed but can be complimented by shifts in policy. MODERATOR: CARMELITA ANSON BROWN Vice President of Business Development PRUDENTIAL RELOCATION Presented by MARGERY MARSHALL President VANDOVER 3.45pm to 4.45pm GRAND PARIS BALLROOM OFFSHORING OF EXPATRIATE ADMINISTRATION - THE NEW CHALLENGE In this special session KPMG representatives, Ed Gibbons and Leann Balbona, will interview J.P. Morgan Chase & Co. representative, Patricia (Pat) Drozdowski, Vice President Corporate Human Resources, about her experiences and challenges in offshoring expatriate administration. The discussion will focus on the benefits achieved by using a regional service center and the essential criteria organizations should consider, such as integration of systems and harmonization of process and procedures before migrating functions offshore. Faculty Ms. PATRICIA DROZDOWSKI, Vice President Corporate Human Resources; J.P. MORGAN CHASE & CO. ED GIBBONS, Princial, International Executive Services; KPMG LLP New York LEANN BALBONA, Senior Manager, International Executive Services Technology; KPMG LLP New York ABOUT THE FACULTY: Patricia (Pat) Drozdowski is a Vice President in International Compensation, Benefits and Relocation department at JPMorgan Chase & Co. Pat manages expatriate policy, payroll, mergers and acquisitions for the bank. She is also responsible for domestic relocation and is the headquarters liaison for expatriate offshoring operations located in Mumbai India. She has presented frequently at trade conferences and was a board member for Overseas Schools Advisory Counsel with the State Department from 1995 to 2004. Ed Gibbons is a Principal in KPMG's International Executive Services practice focusing on multinational income and payroll tax issues for corporate global expatriate programs. Ed has dealt with matters pertaining to US and foreign tax issues related to expatriate taxation, including planning, compliance, and international human resource policy and procedures and tax compliance with respect to global equity award plans. Ed was an expatriate in KPMG's London office for 4 years where he was responsible for the US International Executive Services operations and has more than 20 years of expatriate tax experience serving mainly financial institution clients. He has lectured on topics such as international payroll planning, international equity tax planning considerations, and taxation of international executives with the National Foreign Trade Council and Global Equity Organization. Ed has published articles in International Tax Review and Expatriate Administrator. Leann Balbona is a Senior Manager in KPMG's International Executive Services practice focusing on technology and process issues around corporate expatriate programs during her tenure here in New York. Prior to coming to New York, Leann worked in KPMG's Houston office focusing on expatriate and corporate international taxation including planning and compliance matters. She has 20 years experience serving multinational organizations. Leann has lectured on expatriate program matters before such organizations as the Society of Human Resource Management, National Foreign Trade Council, American Payroll Association, Global Equity Organization and Employee Relocation Council. She teaches regularly at national and international KPMG management seminars. She has published articles in Expatriate Adviser, Expatriate Administrator, International HR Journal and International Tax Review. Leann is a licensed CPA in New York and Texas 3.45pm to 4.45pm LE MONTMARTE ROOM US - DOMESTIC RELOCATION TAX: PLANNING UPDATE DAVID S. OLTMAN, CRP Co-Founder - President & CEO Director of Tax Compliance ORION MOBILITY/RELOCATION TAXES, LLC David Oltman was one of the co-founders of ReloTax and The Hessel Group, a worldwide corporate relocation software and consulting firm headquartered in Wilton, Connecticut with additional offices in Chicago, Los Angeles, New Jersey, Washington, DC, The United Kingdom and China. The Hessel Group’s new name is Orion Mobility/Relocation Taxes of which David is President and CEO. The firm's software is used by over 1,000 companies and tracks hundreds-of-thousands moves annually. Relocation Taxes, also prepares the transferee's personal income tax returns, handling the complex multi-state taxation issues. David received his B.B.A. in Human Resources from Pace University and his M.B.A. in Finance. David is a member of The International Foundation of Employee Benefits Plans and The Employee Relocation Council along with being one of the founders of the Relocation Council of New York City. David was one of the first individuals in the country to receive his Certified Relocation Professional (CRP) designation. He was a 2006 ERC Meritorious Service Award winner. He has spoken at various seminars and conferences around the country and has been rated as the "top" speaker at many national meetings. In addition, David is a published software writer. Before founding The Hessel Group, David was Manager of Benefits Administration and Relocation at Ciba‑Geigy / "Novartis" Corporation. David has been married for 28 years and has 3 children (a 18 year-old son named Scott, a 15 year-old girl named Kelsie and an 11 year old boy named Alan). David was proud to be the captain of the golf foursome that won the ERC golf championship in Las Vegas by shooting a record low "gross" score of 58. 5pm General Assembly GRAND PARIS BALLROOM CONFERENCE SUMMARY: A FAST-PACED PRACTICAL REVIEW OF SESSIONS WITH AUDIENCE Q&A OK, SO WHAT'S THE BIG IDEA WE SHOULD TAKE-AWAY? Facilitator: Ed Cohen, Publisher GLOBAL HR News Commentators/Discussion Leaders will include BILL ARNONE, Principal in Employee Financial Services and an author of the "Aging Workforce" study; ERNST & YOUNG, LLP. LEANN BALBONA, Senior Manager, International Executive Services; KPMG LLP PATRICIA SHAFER, President; COMPEL Ltd. DAVID OLTMAN, President; ORION MOBILITY PHILIP BERRY, Corporate Officer and Vice-President Global Workplace Initiatives; COLGATE-PALMOLIVE COMPANY SUSAN GINSBERG, GMS, Vice President Global Services and Business Development; RICKLIN-ECHIKSON ASSOCIATES (REA) SUSAN MUSICH, HR Manager, Global Career & Mobility Specialist; THE WORLD BANK GROUP MARGERY MARSHALL, President VANDOVER ETHAN KAUFMAN, Partner; FRAGOMEN E. JOHAN LUBBE, Partner; JACKSON LEWIS, LLP (New York) MICHAEL CADDEN, Managing Director - International; LIVING ABROAD, LLC CARMELITA ANSON BROWN, Vice President of Business Development PRUDENTIAL RELOCATION LENA CRISTINA RINCONES Global Process Leader, BTO - HR, Global Mobility and Expatriate Services; IBM GLOBAL SYSTEMS SCOTT HAMILTON, Senior Partner; ALLIGN V.TITUS JOHN, Manager & Specialist (Compensation & HR Policy) DUBAI WORLD/DP Ports 5.40pm ADJOURNMENT OPTIONAL EVENT You are invited to register and join this optional, very informal Conference Dinner; please inquire soon, thanks. GLOBAL HR News Actively covering World Trade's Effects on Strategy, Employees, and Cultures™ GLOBAL HR News ...is a Southern California-based, independent media company specifically involved with organizing and presenting Continuing Professional Education Training Conferences in North America, Latin America, and Europe, and soon everywhere; and actively involved with creating and distributing News and Information via its owned/operated trade publications and broadcast channel. As a media company our products and services are sponsored by fine companies around the world. GLOBAL HR News works exclusively on behalf of a unique clientele on an increasingly global basis: multinational companies who deploy staff on international assignment; companies who relocate staff domestically and are now "going global"; experts in Talent, Compensation/Benefits, Organization Development, Tax, Legal, and Finance; top management consultancies; and, we work on behalf of the world’s most accomplished “mobility” service-providers and solution-focused product vendors. Our tagline means something to us because we work on behalf of our clients… HELPING YOUR BUSINESS IS OUR BUSINESS™ UPCOMING EDUCATION / TRAINING CONFERENCES Geneva, May 6 '08 London, May 8 '08 Amsterdam, May 9 '08 Frankfurt, May 13 '08 Mexico City, Sep 23 '08 Seattle-Bellevue, Oct 1 '08 GLOBAL HR CONGRESS, Paris, Dec 3&4 '08 California's Silicon Valley, Jan 29, '09 Brasil- Sao Paulo, March 17 '09     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,30 April-1May         Conference Sponsors: