Dallas Global Business Conference
GLOBALISATION and C-SUITE CHALLENGES...
| Competition for Markets and Talent
Developing and Implementing Innovative Solutions
Employee skills, global mindset, using connectivity + networks
Risk: Safety, Immigration, Employment, Tax; Issues/Compliances
Tactical Mobility Assignments designed for producing measurable results
for the world we will be living in...
|to be held at...
Plaza of the Americas – South Tower, 4th floor
600 North Pearl St, Dallas 75201
• Enhance your global mindset; expanding your professional network
$49, corporate practitioners
$123 General Admission
Check-n Desk opens
Coffee and Networking in the sponsor table area
Moderator's Welcome Remarks and Introductions of the Delegates
CORPORATE RESPONSIBILITY, DUTY of CARE
SECURITY for EXPATS/FAMILIES and BUSINESS TRAVELERS
Security begins with cultural sensitivity.
By acquiescing properly to foreign cultures
a 'shield of local populace assistance' provides safety tool.
With political uncertainties, rapid changes in transportation infrastructure, and, increasing travel access to
new markets and regions, navigating complexities in the world of international travel requires
a new level of sophistication and expertise for effective travel risk management.
Today’s organizations face competing demands:
Having to fulfill duty of care obligations;
Manage global resources;
Operate within increasingly scrutinized budgets.
The question becomes:
How can employers balance the need to send employees overseas...
and protect employees as part of their duty of care obligation?
Edward Rivas, Regional Manager,
Kidnap & Ransom -Financial Lines, U.S. / Canada
Edward Rivas is the Regional Underwriting Manager for AIG’s Kidnap, Ransom & Extortion Division. His responsibilities include oversight of the Division’s Underwriters for Canada and the United States with specific accountability for the Southwest and Canadian regions. Mr. Rivas is a sixteen year veteran of AIG including an eight year assignment at AIG Mexico City. His experience not only includes Kidnap & Ransom, but Foreign Property / Casualty programs with Local Policies and International Travel Accident & Sickness. A graduate of New York University’s Stern School of Business (M.B.A.) Mr. Rivas is married with two children where the family maintains a bilingual household and Mr. Rivas continues to watch more Spanish than American language television.
Global Security Operations
Eric Kloss is in charge of providing oversight and strategic direction to the global intelligence information platform and staff who are tasked with providing accurate intelligence, threat analysis, and crisis management response/direction for AIG, and all associated business subsidiaries and their policy holders. Kloss has had a long and successful career as an Infantryman in the United States Army, retiring in 2013 as a Command Sergeants Major after 27 years of service. He has completed combat tours of duty in Operations Determine Resolve (Kuwait), Desert Spring (Kuwait), Initial Entry Force Kosovo, Iraqi Freedom 1 and Iraqi Freedom 2.5. Some of his notable assignments include the United Nations Security Battalion and the Joint Security Area, where Kloss served as the Battalion Command Sergeants Major implementing security for the DMZ/JSA between North and South Korea. There he worked closely with the State Department, Secret Service, FBI, DOD, and foreign security elements to ensure dignitaries and Heads of State were protected. Kloss has also served in several multinational environments working closely with numerous foreign services. During Operation Iraqi Freedom 1, Kloss served as a First Sergeant of a Mechanized Infantry Company in the 1st Battalion 41st Infantry Regiment and led the company on combat patrols and daily security operations through the Iraqi urban environment. Kloss holds a Master’s Degree in Organizational Leadership from North Central University, a BS in Criminal Justice and Homeland Security and an AS in Administrative and Management Studies. He speaks fluent German.
9:30 - 10
MOBILITY INNOVATION for IN-BOUND EXPATS
Principal Global Mobility
Jane Woolston consults with managers, HR, Legal, Recruiting and foreign nationals on temporary visas and permanent residency processes and escalation issues in the Americas region. She provides program and policy training to employees, HR, recruiters, managers and business partners. Jane has led the integration of HP and EDS immigration program. As the EDS U.S. Immigration Manager ~ Designed and implemented legally compliant and cost-effective U.S. immigration strategies, policies, processes and tools so EDS and the foreign national employees supported EDS’ global business objectives. Partnered closely with other EDS internal organizations concerning transitions/acquisitions, recruiting, HR, and workforce planning. Prior to becoming the Manager of U.S. Immigration, she was a Manager with EDS International Assignments. In this role, her expertise in human resources deployment and worldwide visa administration provided leadership and support for EDS’ expatriate programs. American Council on International Personnel (ACIP) Board Member from May 1992 to June 2009 and was the founder of the Texas Immigration Coalition (TIC), a local Dallas immigration organization. Ms. Woolston holds a Bachelor’s Degree in Business Administration, Human Resources from The University of North Texas.
Founder & CEO
Andrew Cox is the pioneer of credit migration. His company exists to help professionals newly arrived to the US get access to the credit they need at the rates they deserve. With over 20 years experience establishing and building consumer and financial services businesses around the world, he has relocated internationally seven times in the course of his career, and has served as a director of firms based in the U.K, Guernsey, Luxembourg, Belgium, Brazil, and the U.S.
Fluent in Spanish, Portuguese, and English, he holds an MBA from Cranfield University, and a bachelor’s degree in Spanish and Latin American Studies.
COFFEE BREAK, in the sponsor tables
10:30 - 11:05
BENCHMARKING YOUR POLICY...
In order to become a leading global mobility program and to offer competitive assignment packages to employees, it is imperative that an organization compare internal processes and performance indicators against those of other organizations and external benchmark data.
Laurie Jones, GPHR,
International Executive Services - Global Mobility Advisory (GMAS)
Laurie has 16 years of Global Mobility experience and is responsible for a broad range of U.S. multi-national clients doing business in foreign jurisdictions, and, she has extensive experience with a wide range of complex global mobility compensation collection and payroll reporting matters. Laurie serves as the lead transition manager for all new engagements, and manages expatriate outsourcing and advisory services for several multinational organizations. With her outsourcing experience, she is comprehensive policy advisor – identifying market-leading trends, recommending policy improvements and executing processes enhancements.
Sheilah C. Smith, Senior Manager
International Executive Services
Sheilah has more than 18 years of experience in global tax compliance and international human resource outsourcing. Additionally, she brings experience in payroll, compensation and policy improvement consulting across many different industries. Sheilah works closely with her clients to review and recommend global cost minimization techniques for their expatriate program. Sheilah provides an array of advisory services from recommendations on streamlining assignment policies to advice on how to structure an effective expatriate salary and benefits package. She teams closely with key global tax, human resource and payroll contacts to provide excellent customer service to her clients and their international assignees.
11:10 - 11:50
EMERGING MARKETS RIGHT NOW: Changing
Expat/Talent Strategies & Policies to meet dynamic opportunities
Jacque Vilet, CCP, GPHR, HCS, SWP;
Jacque Vilet has over 20 years’ experience in International Human Resources with major multinationals such as Intel, National Semiconductor and Seagate Technology. She has managed both local/ in-country national and expatriate programs and has been an expat twice during her career. Jacque has the following certifications:•CCP from World at Work; •GPHR from Society for Human Resource Management; •HCS and SWP from Human Capital Institute...She has a B.S. and M.S in Psychology and an MBA. Jacque has also been a speaker in the U.S., Asia and Europe, and is a regular contributor to various HR and talent management publications.
11:50 - Luncheon
12:30 - 1
Are You Getting Measurable Results from Mobility?
Cost Tracking, Cost Reporting, and Data Analytics
In this fast-paced, informative session, you will be provided with an overview of how some of the leading companies of the world have started to research, via the procurement/RFP process, what providers have available in the area of global mobility data analytics. Further discussions will cover how some current, leading global companies analyze and utilize their global mobility data to assist them in making better business and human capital decisions.
Attendees will acquire the following key take-aways:
• An understanding of what data analysis is
• How data analysis applies to global mobility
• Sample RFP/Procurement questions related to data analytics to ask potential mobility providers
• Possible applications of global mobility data to assist in making human capital decisions
Vice President, International Assignment Compensation Services
Tom Wortham, CRP, GMS; Director, Business Development
1:15 - 4pm
TALENT CHALLENGES and STRATEGIES,
INNOVATIVE MOBILITY SOLUTIONS
H. Gene Edgerton, Research and Development Specialist
Cultural Awareness International, Inc.
'Dishdashas and Cumas'... how to establish and maintain relationships around the world, especially in the Middle East. .
Head - Talent Management, North America
Tata Consultancy Services
• 15+ years international HR management experience
• Currently managing Talent Management and HR Policy for TCS, North America
AMS Global Mobility Program Manager
Americas Staffing Organization
Hewlett Packard Company
+17 years experience immigration and relocation for Fortune 100 and Fortune 500 companies. Defining and implementing strategies in U.S. and global. Education: American Intercontinental University, Suma Cum Laude -Bachelor’s in International Business. When not working she enjoys spending time with her husband and two dogs.
Patti Warner, GPHR, GMS,
Global Mobility Manager
17 years global mobility experience in a variety of roles. Knowledge base: global supplier management, supervising global operations coordination for large multi-national clients in all regions, single contact point for international assignees, new client implementations, global policy development, business development and technology projects.
Mr. Erin Green, Esq. - Head, U.S. Immigration
Compliance, Operations, Green Cards
Erin transitioned out of a law firm and into the corporate “world” came when he joined Infosys in October of 2011 as the Practice Lead - US Immigration Compliance. He now oversees all three US Immigration functions. As Compliance Head, Erin oversees Infosys FDNS site visits, supervises Infosys PAF and I-9 teams, and works closely with Infosys legal and HR departments to ensure 100% US immigration compliance. In supervising Infosys US Immigration Operations team, he is responsible for ensuring that H-1B, L-1, TNs, and RFE's complete a smooth transition from our off-shore processing team to the USCIS and other government bodies. Erin has also recently taken over the Green Card Team at Infosys. Erin works with Infosys clients to ensure compatibility and understanding related to various issues and serves as an adviser regarding all facets of US immigration.
Jodi Simasingh, Director of Sales
Travel Guard, Member of AIG
AIG Property Casualty | Relocation Sales
The Relocation Sales and Member Services division provides relocation support products to foreign nationals and their families during their transition. Jodi manages a U.S. sales team to promote global mobility products and services that are utilized by a diverse client base that includes corporations, educational institutions, and individuals. She has worked at Travel Guard / AIG for 9 years.
International AutoSource has been serving the foreign national and American Expatriate community for over 60 years. As a trusted source in global mobility, they provide a full service personal transportation solution for both long term and short term needs. Their unique AutoSource program provides financing and leasing solutions for Expats moving to the United States and Canada without a U.S. or Canadian credit history.
Lauren Stockard, GMS I,
Business Relations Manager
Lauren Stockard is the Business Relations Manager for Advancial Federal Credit Union. Since 1937, Advancial partners with international companies world-wide. Specializes in establishing banking and credit relationships with expatriates moving into the United States. Education: University of Memphis, BA in Public Relations. Received Global Mobility Specialist designation.
US Global Mail (USGM)
Randip Singh is an Engineer and an MBA in Finance. He took over as CEO of US Global Mail in 2009 and has transformed it from a regional provider of mail forwarding services into a global, technology-rich solutions company for handling Expat Mail. Today, USGM serves several thousands’ of individuals and many corporate clients. Prior to taking over as the CEO of US Global Mail, he was the CFO for a Business Unit within the Norwegian global company, Aker Solutions. As part of the management team he guided the company from less than 5 MUSD to revenues of over 200MUSD.
Your Opinion Counts:
Here’s results from the recent NFTC/Cigna Survey
Do you have a Global HR Checklist?
Senior New Business Manager
Cigna Global Health Benefits
4:00 --- ADJOURN
|For more information, contact Ed Cohen: