Americas Mobility DESTINATION: DALLAS Conference · Mobility Conference, “Mobility in the Americas: Opportunity and Ingenuity,” 16-18 May. Discover new information. Gain insights

Americas MobilityConference16 - 18 MAY 2018Gaylord Texan Resort & Convention Center • Dallas/Ft.Worth Metroplex

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New information. New solutions. New connections.

If you’re moving talent within the Americas,

this is where you want to be.

Engage with and learn from industry experts and

innovators as you explore the challenges and

opportunities in the current workforce landscape

across the Americas — and have some fun in a

beautiful resort setting along the way.

Join us in Dallas, Texas, for the annual Americas

Mobility Conference, “Mobility in the Americas:

Opportunity and Ingenuity,” 16-18 May.

Discover new information.Gain insights on the constantly changing mobility

trends, from the impact of data, tech and

automation on mobility programs and processes, to

navigating the latest NAFTA immigration rules and

regulations.

Discover new solutions.Get the tools and acquire new skills to help

streamline your processes and identify cost savings

that can be immediately applied to your business.

Discover new connections.Exchange ideas with industry thought leaders and

network within a vibrant marketplace that fosters

solid connections across the industry.

Mobility in the Americas:

Opportunity and Ingenuity

2AMERICAS MOBILITIY CONFERENCE 16 - 18 MAY, 2018

3

#ERCAMC is the largest global mobility meeting in

the Americas. With a 25+ year history, this meeting

brings together the leaders in our industry who are

innovating and disrupting daily mobility practices.

The Americas Mobility Conference attracts new

Corporate HR attendees looking to benchmark with

peers and network with new service partners.

Experience the volume and diversity of the

Americas marketplace featuring new products,

services and partnerships.

1000+REGISTRANTS

35%FIRST TIME CORPORATE HR ATTENDEES

90+BOOTHS IN VIBRANT MARKETPLACE


Create your connections now — the new

AMC Community Group is open.

Sign into the AMC Dallas Community group to introduce yourself (early!) to attendees, set up

meetings and decide which sessions you’ll attend. It’s business casual and open to everyone.

TUESDAY, 15 MAY 2018

Conference Registration

Government Affairs Global Forum

Government Affairs Immigration Forum

12:00 – 18:00

14:00 – 15:30

15:45 – 17:15

The schedule


WEDNESDAY, 16 MAY 2018

Boot Camp (All ages and fitness levels welcome.)


Fairways for the Foundation Golf Tournament(Buses will begin loading at 6:15 a.m. for a 6:30 a.m. departure)

Government Affairs Real Estate and Mortgage Forum

GMS® Training Module 3: The Intercultural Challenge: Supporting Successful International Assignments (Separate registration fee is required.)

CRP® Exam(Separate registration is required.)

Government Affairs Tax Forum

Government Affairs Regulatory and Compliance Forum

RDC Mentors to Masters

Peer2Peer Corporate HR and Government Agency Benchmarking

Workshop (Open only to corporate/government attendees.)

YP40 Reception

So This Is Your First Conference?

Opening Reception in the Marketplace

6:30 – 7:30

7:00 – 7:30

7:00 – 16:00

7:30 – 9:30

8:30 – 16:30

9:00 – 12:00

9:45 – 11:15

11:30 – 13:00

12:30 – 15:30

13:00 – 15:30

14:30 – 15:30

15:30 – 16:30

16:30 – 19:30


THURSDAY, 17 MAY 2018


Welcome and Keynote Speaker, Peter Sheahan

Coffee Service in the Marketplace

Education and Development Sessions

Luncheon


Coffee Break


Reception in the Marketplace

7:00 – 18:00

8:15 – 10:00

10:00 – 11:00

11:15 – 12:15

12:15 – 13:45

14:00 – 15:00

15:00 – 15:30

15:30 – 16:30

16:30 – 18:30

FRIDAY, 18 MAY 2018

Walk for the Foundation



Coffee Break

Extreme Insights General Session

Conference Adjourns

6:30 – 8:00

8:00 – 14:00

9:00 – 10:00

10:00 – 10:30

10:30 – 11:45

11:45


Sessions & Speakers

Government Affairs Global Forum 14:00 – 15:30

The Global Forum focuses on non-U.S.

government-related issues which impact the

transfer of employees between cross-country

borders. Current issues being monitored by the

Global Forum include BREXIT, EU General Data

Protection Regulation (GDPR) and more.

Government Affairs Immigration Forum15:45 – 17:15

The Immigration Forum focuses on

opportunities to improve government policies

and regulations to facilitate the worldwide

relocation of corporate and government

transfers. Immigration forum meetings feature

an “around the world” update on changes to

immigration policy around the globe.

Sports pioneer Susan O’Malley


Government Affairs Global Forum

Government Affairs Immigration Forum

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5 M

AY Government Affairs Real Estate and

Mortgage Forum7:30 – 9:30

The Real Estate and Mortgage Forum focuses on

the facilitation and closing of real estate

transactions in the U.S. and Canada. Currently

the Real Estate and Mortgage Forum is

monitoring issues such as wire transfer fraud,

TRID (TILA-RESPA Integrated Disclosure)

Amendments and the CFPB (Consumer Financial

Protection Bureau) post PHH Case ruling. The

Real Estate and Mortgage Forum also discusses

local issues from around the country as they

come up.

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6 M

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Government Affairs Tax Forum9:45 – 11:15

The Tax Forum focuses on the impact of U.S.

federal, state and international tax laws on

employee mobility. The Tax Forum is currently

monitoring tax reform and different changes to

the tax code being proposed.

Government Affairs Regulatory & Compliance Forum

11:30 – 13:00

The Regulatory & Compliance Forum focuses on

compliance with rules governing the

transactions related to employee mobility while

helping mobility professionals understand the

specific regulatory process. The Regulatory &

Compliance Forum monitors issues such as

anti-bribery and corruption, information

security, corporate social responsibility,

economic sanctions and CFPB (Consumer

Financial Protection Bureau) compliance.

RDC: Mentors & Masters Program13:00 - 15:30

Join this fun and interactive session to gain

insight and best practices from relocation

professionals who have filled many different

roles in the relocation industry. The roundtable

moderators are from all areas of relocation;

corporate, relocation management and

residential real estate. Each roundtable

moderator will share skills and knowledge

gained in their previous positon that

contributed to their success in their current

role, and any surprises they had along the way.

Peer2Peer: Corporate HR and Government Agency Benchmarking Workshop13:00 – 15:30

The “must attend" event for corporate and

government agency HR and mobility

professionals. Open only to corporate and

government agency representatives, it is an

opportunity to benchmark your policies and

programs with other corporate mobility

professionals in an informal and confidential

atmosphere.


15:30 – 16:30

Is this your first Worldwide ERC® Conference?

Then this is the session for you! Join our

seasoned professionals as they share their

insights about making the most of your

conference experience. Come learn how to select

sessions, develop successful strategies for your

networking time, and cultivate the connections

you need to thrive in our industry.


Government Affairs Real Estate and Mortgage Forum7:30 – 9:30

The Real Estate and Mortgage Forum focuses on

the facilitation and closing of real estate

transactions in the U.S. and Canada. Currently

the Real Estate and Mortgage Forum is

monitoring issues such as wire transfer fraud,

TRID (TILA-RESPA Integrated Disclosure)

Amendments and the CFPB (Consumer Financial

Protection Bureau) post PHH Case ruling. The

Real Estate and Mortgage Forum also discusses

local issues from around the country as they

come up.

WED

NES

DA

Y, 1

6 M

AY Government Affairs Tax Forum

9:45 – 11:15

The Tax Forum focuses on the impact of U.S.

federal, state and international tax laws on

employee mobility. The Tax Forum is currently

monitoring tax reform and different changes to

the tax code being proposed.

Government Affairs Regulatory & Compliance Forum

11:30 – 13:00

The Regulatory & Compliance Forum focuses on

compliance with rules governing the

transactions related to employee mobility while

helping mobility professionals understand the

specific regulatory process. The Regulatory &

Compliance Forum monitors issues such as

anti-bribery and corruption, information

security, corporate social responsibility,

economic sanctions and CFPB (Consumer

Financial Protection Bureau) compliance.

RDC: Mentors & Masters Program13:00 - 15:30

Join this fun and interactive session to gain

insight and best practices from relocation

professionals who have filled many different

roles in the relocation industry. The roundtable

moderators are from all areas of relocation;

corporate, relocation management and

residential real estate. Each roundtable

moderator will share skills and knowledge

gained in their previous positon that

contributed to their success in their current

role, and any surprises they had along the way.

Peer2Peer: Corporate HR and Government Agency Benchmarking Workshop13:00 – 15:30

The “must attend" event for corporate and

government agency HR and mobility

professionals. Open only to corporate and

government agency representatives, it is an

opportunity to benchmark your policies and

programs with other corporate mobility

professionals in an informal and confidential

atmosphere.


15:30 – 16:30

Is this your first Worldwide ERC® Conference?

Then this is the session for you! Join our

seasoned professionals as they share their

insights about making the most of your

conference experience. Come learn how to select

sessions, develop successful strategies for your

networking time, and cultivate the connections

you need to thrive in our industry.


Government Affairs Global Forum 14:00 – 15:30

The Global Forum focuses on non-U.S.

government-related issues which impact the

transfer of employees between cross-country

borders. Current issues being monitored by the

Global Forum include BREXIT, EU General Data

Protection Regulation (GDPR) and more.

Government Affairs Immigration Forum15:45 – 17:15

The Immigration Forum focuses on

opportunities to improve government policies

and regulations to facilitate the worldwide

relocation of corporate and government

transfers. Immigration forum meetings feature

an “around the world” update on changes to

immigration policy around the globe.

Corporate Benchmarking Recap11:15 – 12:15

Are you curious about what was discussed

during Wednesday’s Corporate Benchmarking

session? In this interactive recap, you will have

an opportunity to peek inside the corporate

benchmarking workshop and hear from the

table moderators themselves about the four

hottest topics discussed during the program.

This session is open to all conference attendees.

Moderator:

Jim Carroll, SCRP, SGMS-TSenior Manager, Global Mobility WestRock Company

Panelists:

Bridgette Blandon, CRP, GMSRelocation Specialist U.S. Postal Service

Jack Jampel, SCRPSenior Manager, Global Mobility Stryker

Tim McCarney, SCRP, SGMS

Vice President, Marketing Weichert Workforce Mobility, Inc.

Rebecca Stephens, CRP, GMSDirector, Global Mobility Indeed

Shannon Sweeney, CRP, GMSManager, Relocation and HR Compliance CSX Transportation

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Where the Money Goes 11:15 – 12:15

Human Resource professionals generally agree

on the value of assisting with employee

relocation costs. But with the average cost to

relocate a U.S. domestic current

homeowning-employee often exceeding $100k,

more and more organizations are reducing the

level of assistance provided. In many cases, this

is because HR professionals have not been able

to justify the investment to corporate

management. Before building a case for the

return on mobility investment, it is important to

understand all the various expense

components and where that money goes. This

session will help attendees understand where

the relocation dollars go (who gets what and

why). Additionally, the information shared in

this session will serve as a foundation for the

How Much Does It Cost To Save Money session,

which will examine how RMCs and other service

providers share their revenue streams.

Moderator:

Brenda Darrow-Fuhs, CRP, GMSSenior Mobility Advisor Jacobs

Speakers:

Ann MooreManaging Partner ATB Furnished Housing

Amanda Rakofsky, CRP, GMSVice President, Client Development NEI Global Relocation

Cathy Whitener, CRP, SGMS-TVice President, Global Business Development Hildrup Companies

Navigating the RFP Process11:15 – 12:15

Learn from industry experts how to navigate the

RFP process with RMCs and improve your

opportunity to get to the next level. Our experts

will share their insights into how their

organizations work, what they are looking for in

those "tricky" RFP questions, how to ensure that

your RFP is put on the denied list and how to

WIN!

Moderator:

Josh Hyatt DirectorBusiness Development Plus Relocation

Diversity and Inclusion - A World of Change11:15 – 12:15

Diversity and inclusion are key drivers for

success and strong, supportive policies are a

requirement for accessing the right talent. Come

learn why this is important, learn about current

concerns and challenges and walk away with

practical recommendations from industry

experts.

Moderator:

John Habanek, CRP, GMSVice President, Regional Sales Director- West Coast Chase

Speaker:

Ray Kirby, CRP, GMSManager, Relocation & Immigration Nordstrom

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The Perfect Relo, The Perfect Storm11:15 – 12:15

Moderator:

A.J. Schneider Executive Vice President Wheaton World Wide Moving | Bekins Van Lines | Clark & Reid

Navigating the Future of Work in the Americas: NAFTA - Do You Really Know What This Means?

30-Minute Speed Session, 11:15 – 11:45

Moderator:

Sheryll Young, GMS-T

Speaker:

Robert Caballero Partner Berry Appleman & Leiden LLP

Audrea GoldingPartner Fragomen Worldwide

U.S. Real Estate Trends and Topics 14:00 – 15:00

This session will provide an overview of 2017

U.S. Real Estate indicators. Explore national

and regional real estate results, statistics and

projections in the areas of price trends,

mortgages, inventory, job growth, rental

trends and the impact of these trends on the

mobility industry.

Moderator:

Vicki Hamp, SCRP, SGMS-TBoard of Directors, President Long & Foster Corporate Real Estate Services Division

Speakers:

Sharon Fox, CRP Relocation DirectorColdwell Banker Beachside Realtors

Kim Hoffman, CRP Relocation DirectorAveryHess, Realtors

Charles Morrow, CRP, GMSDirector, Corporate and Relocation Services Storey Morrow Company

Tina Swenson, SCRP, SGMSVice President Ebby Halliday REALTORS

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Disaster Relief30-Minute Speed Session 11:45 – 12:15

Details to be announced.

U.S. Real Estate Trends and Topics14:00 – 15:00

This session will provide an overview of 2017

U.S. Real Estate indicators. Explore national

and regional real estate results, statistics and

projections in the areas of price trends,

mortgages, inventory, job growth, rental trends

and the impact of these trends on the mobility

industry.

Moderator:

Vicki Hamp, SCRP, SGMS-TBoard of Directors, President Long & Foster Corporate Real Estate Services Division

Speakers:

Sharon Fox, CRP Relocation Director Coldwell Banker Beachside Realtors

Kim Hoffman, CRP Relocation Director AveryHess, Realtors

Charles Morrow, CRP, GMS Director, Corporate and Relocation Services Storey Morrow Company

Tina Swenson, SCRP, SGMS Vice President Ebby Halliday REALTORS

NAFTA Immigration Update14:00 – 15:00

NAFTA is alive and well! With Canada and

Mexico being both close neighbors and

important economic allies of the U.S., it’s vital

that mobility professionals involved in moves

or assignments to these countries stay

current. Come and hear the latest: current

practices and challenges, tips for success as

well as what future changes may be coming

down the road.

Moderator:

Jim Carroll, SCRP, SGMS-TSenior Manager, Global Mobility WestRock Company

Speakers:

Enrique Arellano Senior Partner Enrique Arellano Rincon Abogados, SC

Jacqueline BartLawyer BartLAW Canadian Immigration Barristers and Solicitors

Jeremy FudgeManaging Partner Berry Appleman & Leiden

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Creating 20/20 Vision: Overcoming Common Mistakes & Errors in Data Analysis30 Minute Speed Session 14:00 – 14:30

In the Digital Age, data is no longer scarce —

it’s overpowering. The key is to sort through

the overwhelming amount of data available

and correctly interpret its implications. But to

sort through all this information, you need

good statistical data analysis tools. With all the

hype over “big data,” a lot of fancy tools,

techniques and outputs are available to

organizations. However, there are a handful of

basic data analysis tools that many

organizations aren’t using…to their detriment.

This session will provide attendees with basic

tools for identifying common issues in data

analysis, how to avoid common mistakes and

how to match data metrics to business

objectives.

Speakers:

Dan Carraher, CRP, GMS-TVice President, Business Development Graebel

Brenda Darrow-Fuhs, CRP, GMSSenior Mobility Advisor Jacobs

How Much Does It Cost to Save Money? 14:00 – 15:00

Fees within relocation are often taboo subjects,

and as a result there is limited understanding

of them, what they do and how they can

actually provide additional value to an

organizations relo program while also securing

top service providers. Often times relocation

programs are able to exist solely due to the

fees that exist. But when is it too much?

Moderator:

Melanie Robertson, CRP, GMS-T Global talent and Mobility Manager RSM US LLP

Speakers:

Shannon Brown, CRP Relocation Director Fazendin Realtors

Pamela Dunleavy, CRPVice President of Business Development Aires

Worldwide ERC® Tax and Legal Update14:00 – 15:00

Learn about current mobility tax and legal

issues from Worldwide ERC®’s Tax Counsel

and Government Affairs Advisor, including an

update on what’s happening in Washington

that may affect you or your business. Improve

your understanding of the issues Worldwide

ERC®’s Government Affairs Forums are

focusing on. Ask your most pressing questions

during this popular Q & A session. In this

session, you will also gain insight into the most

recent tax and legal issues in the U.S., access

an overview of tax and legal changes impacting

assignments globally, and develop an

awareness of the resources available for

mobility professionals.

Moderator:

Hank RothAssociate Counsel Dwellworks, LLC

Speakers:

Tristan NorthGovernment Relations Adviser Worldwide ERC®

Pete ScottTax Counsel Worldwide ERC®

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Go Big! Soar in Your Global Mobility Role Strategically14:00 – 15:00

This session is designed to expose the global

mobility complexities and best practices from

several experts who have overcome obstacles

strategically by shining amongst their leaders. We

will also look at the future of global mobility.

Moderator:

Shawkneka Warren, GMS VP, Client Services Altair Global

Speakers:

Raymond Hall Chief Human Resource Officer The Larry H. Miller Group of Companies

Angela Holzer, GMSGlobal Mobility Manager Texas Instruments, Inc.

Adele YearganDirector Global Mobility & Immigration VMWare

Business Continuity in the Midst of a Disaster15:30 – 16:30

This lively 1-hour session will give attendees insight

into how major corporations and industry leaders

partnered with service providers and internal

management to keep their day to day business

moving forward in the midst of natural disasters.

Learn how creativity, partnership and corporate

support blended together to ensure the most

valuable assets, the employees, had their

immediate safety, housing and human needs met.

Speakers:

Julie ColemanRegional Contracts Manager HR Services-Americas Shell Oil Company

Tracy HayesPresident CWS Corporate Housing

Communication and Technology - How Do We Make It Work? How Do We Keep Up? 15:30 – 16:30

Over the years, technology has driven the way

people communicate. From telegraphs and

telephones to cell phones and email, society

has not only accepted technology for

communication, it has embraced it. Today,

email and the internet top societies preferred

communication methods, but how do we

convey our emotions through communication?

The struggle is real!! This session is about

helping you and your organization evaluate the

communication tools available, how to use

them effectively as well as how to keep up with

the pace of communication technology. This

session is sure to deliver all the information

you and your organization will need to build a

successful communication program around

technology.

Moderator:

Erin Almand Director, Business Development CarsArrive Network

GDPR Update15:30 – 16:30


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Brand-New Brazil: How to Successfully Implement New Immigration Legislation15:30 - 16:30

We will examine the Migration Law of 2017,

which will rewrite all aspects of immigration

law and processes in Brazil. We will also

review successful strategies and best

practices to implement new legislation across

your broader talent mobility program. After

this session, you will be able to ensure that

your talent mobility policy is ready for Brazil’s

most comprehensive pro-immigration

legislative changes in over 30 years. You will

also learn how to implement new legislation

across your global mobility program and

prepare your business travelers and

relocating employees for travel to a

destination with new legislation.

Moderator:

Daniela Lima, SGMS-T Managing Director, Latin America Newland Chase

Speakers:

Raquel Zotos International HR Manager Kosmos Energy

Innovation Lab15:30 – 4:30


From Jetsons to Avatar: Future of Mobility

15:30 – 16:30

Design the future of mobility in an interactive

session intended to walk through the mobility

journey today and in 5, 10 or 50 years from

now. It is time to consider how

technology/innovation might impact our

industry.

Moderator:

Pam Dunleavy, CRPVice President of Business Development Aires

Speakers:

Anthony CornerSr. Manager, Global Mobility & Immigration SONY Interactive Entertainment LLC

Joleen Lauffer, CRP, GMS Executive Vice President Aires

Anupam Singhal Co-Founder Monaeo, Inc.

Short Term Business Travel15:30 – 16:30


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www.WorldwideERC.org.

Worldwide ERC® Headquarters

4401 Wilson Boulevard, Suite 510

Arlington, VA 22203 USA

Phone: +1 703 842 3400

www.WorldwideERC.org

Since 1964, Worldwide ERC® has

been committed to connecting and

educating workforce mobility

professionals across the globe. A

global non-profit organisation, we are

headquartered in Washington, DC,

with offices in London and Shanghai,

and are the source of global mobility

knowledge and innovation in talent

management from Europe, the

Middle East and Africa, to Asia and

across the Americas.

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Documents

Americas Mobility DESTINATION: DALLAS Conference · Mobility Conference, “Mobility in the Americas: Opportunity and Ingenuity,” 16-18 May. Discover new information. Gain insights