EXCHANGE x INFORM x APPLY - Amazon S3s3-us-west-2.amazonaws.com/lockton-corporate-website/...Nilesh Chaudhary, MetLife Ron Brewer, Lockton Global Benefits In this panel discussion

2 0 1 7 L O C K T O N G L O B A L B E N E F I T S F O R U M

Washington, DC | APRIL 10–11, 2017

EMPLOYEE BENEFITS IN A GLOBALLY CONNECTED WORLDEXCHANGE • INFORM • APPLY

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PREMIER SPONSOR

SUPPORTING SPONSORS

Our sincere thanks to the following sponsors for their generous contributions to the 2017 Lockton Global Benefits Forum.

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AGENDA

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HOTEL MAP

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SESSION DESCRIPTIONS

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SPEAKER BIOGRAPHIES

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ATTENDEE LIST

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INTERNET ACCESS

Complimentary WiFi is available in the hotel meeting rooms for Forum attendees.

WiFi Network: Four Seasons Meetings

Password: LOCK2017

PRESENTATIONS

Registered attendees should have received an email explaining how to access Forum materials via ShareFile.

Once you have activated your account and set your personal password, you can return to the ShareFile folder using this URL:

http://tinyurl.com/nx8hpcq

CONTINUING EDUCATION

This program has been submitted for preapproval from the HR Certification Institute. More information will be available on‑site. Attendance at the Forum sessions may be used to satisfy part of the continuing professional development requirements of other accrediting bodies, such as the IFEBP, the Pensions Management Institute, and the CIPD, based on the member’s own application and reporting.

Welcome to the 2017 Lockton Global Benefits Forum. We’re glad you’re here and participating in this unique educational opportunity.

This year’s Forum will focus on Employee Benefits in a Globally Connected World, with general and breakout sessions covering the security, compliance, and financing challenges that face global HR professionals. The sessions are presented by multinational employers, international consultants, and leading global insurers. The Forum has been designed to allow you to network with presenters, sponsors, and other attendees. Face‑to‑face interaction with professional peers in the global space is a rare opportunity, and one that we think adds special value to this event.

For questions while you’re here, please see any member of the event staff or visit the Forum website at www.locktonglobalbenefitsforum.com.

Sincerely,

Pamela Enright Senior Vice President Director Lockton Global Benefits

Nicholas Dobelbower Vice President Intellectual Capital Practice Leader Lockton Global Benefits Welcome


Monday, April 10, 2017

Day One Event Location

7:30 a.m. Breakfast Ballroom Foyer

8:00 a.m. Welcome and Forum Overview Corcoran Ballroom, Salon A

8:15 a.m. Employee Benefits in a Globally Connected World Corcoran Ballroom, Salon A

9:15 a.m. Employer Duty of Care: From Obligation to Global Benefit Corcoran Ballroom, Salon A

10:15 a.m. Refreshment Break Ballroom Foyer

10:45 a.m. The Impact of Government and Finance on Income Gaps and Social Insurance Corcoran Ballroom, Salon A

11:45 a.m. Lunch & Learn Roundtable DiscussionsSee page 13 for Table Numbers and Topics Seasons, Mezzanine Level

1:15 p.m. Breakout Sessions INavigating the Healthcare Challenges in Africa Expansion and the Challenges of Small Groups in Multiple LocationsGlobal Governance: People and Process

Corcoran Ballroom, Salon A Corcoran Ballroom, Salon BDumbarton

2:15 p.m.

Breakout Sessions IIDriving a Global Strategy in Workplace Health and Well-BeingThe “It Depends” Approach to M&A TransactionsTrends and Developments in Canada and Mexico


3:15 p.m. Refreshment Break Ballroom Foyer

3:45 p.m.

Breakout Sessions IIITrends and Developments in EuropeThe Middle East’s Evolving Regulatory LandscapeUS Healthcare Reform’s Impact on Multinational Organizations


4:45 p.m. Daily Wrap-Up Corcoran Ballroom, Salon A

6:00 p.m.

Cocktails The Lounge at Bourbon Steak

7:00 p.m. Dinner Bourbon Steak

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Tuesday, April 11, 2017

Day Two Event Location

7:30 a.m. Breakfast Ballroom Foyer

8:00 a.m. Daily Overview Corcoran Ballroom, Salon A

8:15 a.m. Cross-Cultural Intelligence for Global Leaders: How to Benefit From Cultural Differences Corcoran Ballroom, Salon A

9:45 a.m. Refreshment Break Ballroom Foyer

10:15 a.m. The Multigenerational and Multicultural Workforce Corcoran Ballroom, Salon A

11:45 a.m. Lunch & Learn Roundtable DiscussionsSee page 13 for Table Numbers and Topics Seasons, Mezzanine Level

1:15 p.m.

Breakout Sessions ITailoring Your Expatriate Benefits Plan: Factors to ConsiderAre Pools Underwater? The Past, Present, and Future of Multinational PoolingData Privacy and Cyber Risk for the HR Professional


2:15 p.m.

Breakout Sessions IIEstablishing a Regional Benefits Strategy for Emerging EconomiesCross-Cultural Intelligence for Global Leaders: WorkshopGlobal Medical Teleconsultation


3:15 p.m. Refreshment Break Ballroom Foyer

3:45 p.m.

Breakout Sessions IIIMitigating Employee Travel Risks in an Increasingly Complex WorldUnraveling the Asia Pacific Region—Health, Economy, and CultureEngaging Workers in Start-Up Locations


4:45 p.m. Forum Wrap-Up Corcoran Ballroom, Salon A

5:00 p.m.

Closing Cocktail Reception Ballroom Foyer


Hotel Map

GENERAL SESSION

AND BREAKOUTS

BREAKOUTS

BREAKOUTS

REFRESHMENT

BREAKS AND

SPONSOR TABLES

LOCKTON

DESK

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Session Descriptions

Monday, April 10 Title and Presenter(s) Description

GENERAL SESSIONS

8:15 a.m.Corcoran Ballroom, Salon A

Employee Benefits in a Globally Connected World

Pam Enright, Lockton Global Benefits

Marcela Flores, Lockton Mexico

Andrew Merrilees, Lockton Asia Pacific

Bob Reiff, Lockton US

Mike Tyler, Lockton UK

This panel discussion brings together Lockton leaders from the Americas, Europe, and Asia who will provide insight into the topics and themes that will be explored in depth during the two days of Forum sessions. Since last year’s Forum, there have been significant geopolitical and economic developments that will affect our response to perennial employee benefit challenges. Panelists will address employee health and wellness, corporate mobility practices, growing concerns about retirement adequacy and education, and finally, how governance can improve program efficiency and create opportunities at the regional and global level.


Employer Duty of Care: From Obligation to Global Benefit

Dr. Lisbeth Claus, Willamette University

This session focuses on developing a culture of duty of care and loyalty as a sweet spot for employers and employees operating globally. The health, safety, and security of employees, both local and global, have become essential components of global talent management. The ten most common duty‑of‑care mistakes that global organizations make are highlighted, and leading practices are suggested for corporate, government, and non‑profit organizations.


The Impact of Government and Finance on Income Gaps and Social Insurance

Paolo Marini, Zurich

Around the world, employees’ welfare is evolving rapidly. Changes in labor markets, consequences of the financial crisis, and the constraints on the public purses of indebted nations all contribute to shape its future. These factors also contribute to an increase in the income gaps that arise through disability and old‑age retirement in both developed and developing countries.

BREAKOUT SESSIONS I—1:15 P.M.

Corcoran Ballroom, Salon A

Navigating the Healthcare Challenges in Africa

Dr. Kathleen Thornberry Rivas, Cigna Global Health Benefits

Gilles Nyssens, Cigna Global Health Benefits

Africa is a continent full of promise. While the region is teeming with opportunity, it’s vital to understand the unique challenges for the globally mobile and key local populations working and living there. This session will provide insight into the challenges related to doing business and navigating the healthcare challenges in Africa. Led by Cigna’s regional subject matter experts, this session will provide valuable knowledge that will help you keep your employees healthy and productive in this developing region.

Corcoran Ballroom, Salon B

Expansion and the Challenges of Small Groups in Multiple Locations

Kim Briones, Berkshire Hathaway Specialty Insurance

Kerry Weinger, Baker & McKenzie LLP

Arna Vick, Lockton Global Benefits

Expanding a business into new countries brings significant and unexpected challenges surrounding hiring employees, obtaining benefits, and setting policies. Maintaining those employees in a competitive and compliant manner brings its own continuing set of challenges as operations expand and contract and face an evolving competitive and regulatory environment. Compounding this situation is the additional complication of an unfamiliar environment with limited local resources or understanding. This panel discussion will include HR and legal perspectives on hurdles faced by HR and strategies to overcome them.

Dumbarton Global Governance: People and Process

Nicole Lark, Covington & Burling LLP

Rick Merritt, OSI Systems, Inc.

Good governance occurs with a focus on people and process. Our panelists will share their experiences in creating and refining global governance structures and processes that consider not only the what, where, when, and how but also the who. Panelists will also discuss how to translate those insights into successful local programs.


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Monday, April 10 Title and Presenter(s) Description

BREAKOUT SESSIONS II—2:15 P.M.


Driving a Global Strategy in Workplace Health & Well-Being

Susanne Wamba, White & Case LLP

Wolf Kirsten, International Health Consulting

JB Gruet, Workplace Options

Is it possible to drive a truly global employee well‑being strategy? This panel discussion will cover the gamut of global trends and factors you’ll need to consider while developing a global approach to wellness: health risks and drivers, reasonable/suitable goals, various methodologies, specific country examples, challenges of finding comprehensive global solutions and resources, and case studies of effective global wellness strategies.


The “It Depends” Approach to M&A Transactions

Ondrea Matthews, CoorsTek

Joanna Luth, Aptean

There are no one‑size‑fits‑all answers or approaches to M&A transactions. Each deal will vary in type, size, locations covered, integration speed, types of employees, and harmonization needs as well as the emphasis placed on each of these issues. HR must help determine the proper balance between cost versus what is right versus what is needed from a Total Rewards perspective and communicate how to put that into practice. HR professionals will discuss lessons learned from multiple global transactions.

Dumbarton Trends and Developments in Canada and Mexico

Marcela Flores, Lockton Mexico

Patrick Malloy, BFL CANADA

Against an evolving regulatory and competitive landscape, Lockton colleagues from Mexico and Canada will provide an overview of key developments and market trends.

BREAKOUT SESSIONS III—3:45 P.M.


Trends and Developments in Europe

Joakim Alström, Söderberg

Fionán O’Sullivan, Acumen & Trust

Alessia Maggiani, Assiteca Italy

Tommaso Luca, Assiteca Spain

Tom Laidler, Lockton UK

Against the backdrop of increasing government austerity measures in Europe, the expectations and needs of employees in terms of benefit provisions are evolving. Lockton Global representatives from Europe will give an overview of key developments and market trends in their respective regions.


The Middle East’s Evolving Regulatory Landscape

Edgars Karklins, MetLife

Nilesh Chaudhary, MetLife

Ron Brewer, Lockton Global Benefits

In this panel discussion with experts from the Middle East, we will review the regulatory landscape, healthcare systems and market trends across the region and the resulting impact on employer‑provided employee benefits for local nationals and expatriates.

Dumbarton US Healthcare Reform’s Impact on Multinational Organizations

Mark Holloway, Lockton US

As the kaleidoscope healthcare landscape continues to change in the United States, Lockton Compliance attorney Mark Holloway will provide a breakdown of the current situation and issues and discuss the latest developments surrounding the Affordable Care Act.



Tuesday, April 11 Title and Presenter(s) Description

GENERAL SESSIONS


Cross-Cultural Intelligence for Global Leaders: How to Benefit From Cultural Differences

Anja Langbein‑Park, Culture Learning Group

Successful leadership in today’s world requires an in‑depth understanding of the challenges faced by global organizations operating in diverse, ever‑challenging worldwide markets. The differences between the cultures or subcultures of each country or region need to be continuously reconciled while we work with international teams and culturally diverse clients. In our session, we will learn that these challenges cannot be addressed with one common, singular logic or one unique set of cultural values, or even by selecting one value set at the expense of another. What is needed is a way to fuse and integrate these opposites and resolve these cultural and business tensions at a higher level. The good news: Opposing cultural values and assumptions are often complementary and reconcilable. We will discuss the skill set that enables leaders to successfully solve complex tensions across borders and teams and what it takes to become more culturally intelligent.


The Multigenerational and Multicultural Workforce

Terry Bickham, Deloitte Services LP

Mike Tyler, Lockton UK


Two significant demographic phenomena are becoming more apparent in our workforce and talent pools. First, the Millennial generation represents one‑third of the global workforce. Second, virtually every country is increasing its normal retirement age. While the two are not connected, they do create a simultaneous challenge for HR—figuring out how to adapt workplace culture to reap maximum benefit from Millennials while also accommodating a more multigenerational workforce. To further complicate things, multinational employers must manage workforces that are increasingly connected and increasingly diverse, both within and across countries. The speakers in this session will share findings from their organizations’ research and experience about ways that employers can more effectively address the needs of a multigenerational and multicultural workforce.


With more than 50 years of experience, it’s no surprise that 83% of the Fortune 50* have chosen Cigna Global Health Benefits for their globally mobile employees.

www.CignaGlobalHealth.com

* CGHB has relationships with 83% of the Fortune 50 companies that have international operations and are not Cigna competitors. Internal Cigna data as of January, 2017.

112424 3/17 Offered by: Cigna Health and Life Insurance Company or its affiliates. © 2017 Cigna

CIGNA GLOBAL HEALTH BENEFITS®

Trusted by many of the world’s largest employers

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BREAKOUT SESSIONS I—1:15 P.M.


Tailoring Your Expatriate Benefits Plan: Factors to Consider

Tami Ward‑Dahl, EGPAF

Brad Warner, Seaboard Corp.

Kevin Swanson, Aetna International

Aetna International will lead a corporate client panel discussing the varying degrees of global health benefit plan complexity. The discussion will showcase strategic and administrative differences resulting from unique employee work groups, geographic locations, industry variances, and market segmentation that create both a range of benefit challenges and the need for distinct global insurance solutions. Separating your work groups into exclusive insurance contracts, simplifying your global administration, and customizing the plan design to meet regional or legal requirements are a few of the issues facing dynamic global organizations in today’s health benefit environment.


Are Pools Underwater? The Past, Present and Future of Multinational Pooling

Isabelle Seculier, Generali

Marc Reinhardt, Generali

Pooling has been around for 50 years, and the corporate and global employee benefits landscapes have changed tremendously. What is the value and relevance of pooling now, in consideration of globalization, short‑term corporate strategies, and emerging markets? How do companies use pooling in the 21st century? Is there a disconnect between traditional pooling features and current economic challenges? How can pooling assist corporations with current global issues, and what value do pools offer besides financial returns?

Dumbarton Data Privacy and Cyber Risk for the HR Professional

Ben Beeson, Lockton US

Kevin Gunya, Lockton US

Scott Harris, Lockton US

Lockton Data Privacy and Cyber Risk addresses looming issues with changing regulations and evolving threats with a focus on the weakest link in the security chain—the individual. Panelists will discuss specific threats and best practices related to compliant cross‑border data transfers, responses to data subjects’ rights, global data security training as a shield against perceived corporate indifference, and third‑party vendor recommendations.

BREAKOUT SESSIONS II—2:15 P.M.


Establishing a Regional Benefits Strategy for Emerging Economies

Karen Shine, Boston Consulting Group

Andrew Merrilees, Lockton Asia Pacific

This session will use a case study approach to identify how companies might move from an individual country focus to a multicountry regional focus in order to achieve greater consistency and efficiency across geographies that share similar market features and challenges. The panelists will specifically discuss how a global business strategy consulting firm sought to regionalize its benefits program in Asia by exploring carrier, policy, and network leverage and consolidation strategies. How do you achieve leverage when you have only small head counts in many countries? How do you ensure that you are getting consistent levels of care and insurance coverage across the entire region? Attendees are welcome to share their experiences as we discuss the opportunities and challenges of taking a regional benefits approach in emerging economies.


Cross-Cultural Intelligence for Global Leaders: Workshop


This breakout session, we will build upon the content of the general session and discuss specific scenarios and country comparisons which focus on some of the key struggles that leaders and managers face when dealing with culturally diverse teams and clients. Participants will understand some of their own cultural conditioning, management styles, and practices which they take for granted but which differ from the approaches and practices of others and of other organizations in a variety of cultures.

Dumbarton Global Medical Teleconsultation

Dr. Cai Glushak, AXA Assistance

Have you considered including virtual healthcare as part of your corporate travel program? Leveraging technology for convenient care that reduces cultural barriers is the future of healthcare for international travelers and expatriates. Global medical assistance provider AXA Assistance details the world of teleconsultation and connected devices and how it can be integrated into your duty‑of‑care programs.



BREAKOUT SESSIONS III—3:45 P.M.


Mitigating Employee Travel Risks in an Increasingly Complex World

Joseph Weiss, Chubb

Steve Page, Lockton Specialty Risk

A relatively small percentage of employees travel on business for their employers, but they tend to be the most productive and highly compensated. While most trips pass without incident, employers have a financial, legal, and moral responsibility to take necessary steps to prepare their employees and provide critical financial security and resources to deal with losses that may occur. In addition to the complex global threat environment, organizations also need to consider the regulatory context where their programs are placed, the employee market expectations of having a leading benefits program, and the ability to effectively manage the program and contain cost.


Unraveling the Asia Pacific Region—Health, Economy, and Culture

Mark Kelly, Lockton Asia Pacific

Rhea Ablan, Lockton Philippines

Julie Law, Lockton Hong Kong

Understanding Asia and the Pacific as an emerging social, cultural, and economic region is now a priority for the entire world. This session will discuss this growing health burden, how the private health system is contributing to the increasing‑cost problems, and how contributing economic and cultural factors are shaping the views of local HR professionals on the provision of medical benefits in the region.

Dumbarton Engaging Workers in Start-up Locations

Mike Seay, Lockton Global Benefits

Kerry Weinger, Baker & McKenzie

Engaging workers in start‑up locations presents numerous intersecting challenges from initial entry to a strategic growth plan beyond the initial phase. This session will involve a presentation of legal and benefits issues and strategies to ease initial investment and growth, discussing employment considerations, offer letters and contracts, policies, and providing benefits for the short‑ and long‑term.


MetLife is a global leader in insurance and employee benefits helping people worldwide achieve financial security. We offer a comprehensive range of medical and other insurance solutions for expatriates, third-country nationals and international business travelers so they can be protected regardless of where they work. With MetLife, you can confidently navigate whatever employee benefits challenges your business faces so you can focus on what you do best—moving your business forward.

Employee Benefits for Everywhere1

1. Subject to applicable legal, contractual and regulatory restrictions.MetLife’s expatriate benefits products are underwritten by Delaware American Life Insurance Company, a MetLife affiliate domiciled at 600 NorthKing Street, Wilmington, DE 19801, and other affiliates. 1603-448484 CS L0316460717(EXP0517)(ALL STATES) © 2017 METLIFE, INC.

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Lunch & Learn Roundtable Discussions

Table No. Topic Host(s)

MONDAY—11:45 A.M. TO 1:15 P.M.

1 US and Canada Brian Neary, Lockton USPatrick Malloy, BFL CANADA

2 Mexico Marcela Flores, Lockton Mexico

3 UK and Ireland Tom Laidler, Lockton UKFionán O’Sullivan, Acumen & Trust

4 Nordics Joakim Alström, Söderberg

5 Hong Kong and China Julie Law, Lockton Hong KongMark Kelly, Lockton Asia Pacific

6 Creating Synergies via Global Vendor Partnerships Lauren Kelly, MetLife

7 Expatriate Benefits in Africa Michelle Colona, Cigna Global Health Benefits

8 Multinational Pooling 101 Isabelle Seculier, Generali

9 Global Benefits Underwriting and Absence Management for US EmployersLance Henderson and Jim Cortiglia Zurich Global Employee Benefits Solutions

10 Global Wellness JB Gruet, Workplace Options

11Effective Business Travel Programs—Avoiding the Late Night Phone Call When the Unexpected Happens to Your Globally Mobile Employees

Joseph Weiss, Chubb

12 Clinical Care for Expatriates Dr. Stella George, Aetna International

13 Supporting Business Travelers’ and Expatriates’ Health Concerns Dr. Cai Glushak, AXA Assistance

14 Understanding and Implementing Duty of Care Michael O’Neill, Paragon Solutions

TUESDAY—11:45 A.M. TO 1:15 P.M.

1 US and Canada Brian Neary, Lockton USPatrick Malloy, BFL CANADA

2 Mexico Marcela Flores, Lockton Mexico

3 UK and Ireland Tom Laidler, Lockton UKFionán O’Sullivan, Acumen & Trust

4 Spain and Italy Tommaso Luca, Assiteca SpainAlessia Maggiani, Assiteca Italy

5 Philippines Rhea Ablan, Lockton PhilippinesMark Kelly, Lockton Asia Pacific

6 Creating Synergies via Global Vendor Partnerships Lauren Kelly, MetLife

7 Developing Your Expatriate Benefits Plan Michelle Colona, Cigna Global Health Benefits

8 Multinational Pooling 201 Isabelle Seculier, Generali

9 Global Benefits Underwriting and Absence Management for US Employers Lance Henderson and Jim Cortiglia Zurich Global Employee Benefits Solutions

10 Global EAP JB Gruet, Workplace Options

11Effective Business Travel Programs—Avoiding the Late Night Phone Call When the Unexpected Happens to Your Globally Mobile Employees

Joseph Weiss, Chubb

12 Virtual Healthcare Options for Globally Mobile Employees Sara Dick, Aetna International

13 Streamlining Your Travelers’ Medical Care Experience Glenn Maykish, AXA Assistance

14 Understanding and Implementing Duty of Care Michael O’Neill, Paragon Solutions


Speaker Biographies

RHEA ABLANHead, Lockton Benefits GroupLockton Philippines

PRESENTATION: Unraveling the Asia Pacific Region—Health, Economy, and Culture

Rhea Ablan has 24 years of professional experience handling key positions in employee benefits consulting, healthcare risk management, and insurance management. She began her career in the financial services sector and joined an insurance conglomerate, where she stayed for 11 years before entering the insurance broking industry. Rhea is a recognized consultant and specialist in the alignment and implementation of employee benefits programs for conglomerates and mergers and acquisitions. Rhea is a Dale Carnegie Leadership Training graduate. She holds a B.A. in communication from the University of the Philippines, where she also completed courses in mathematics and actuarial science. Rhea has extensive training in sales, leadership, risk management, and technical subjects. Her areas of expertise in employee benefits include global trends, program review and assessment, and benchmarking.

JOAKIM ALSTRÖMSenior AdviserSöderberg & Partners Insurance Consulting

PRESENTATION:Trends and Developments in Europe

Joakim (Jo) Alström has over 25 years’ experience in insurance and employee benefits in the Nordic region. After having run his own business for almost 15 years as a both life and non‑life brokerage firm, he merged with Söderberg & Partners in 2006 and became a partner. Jo has broad experience in designing programs for both public and private companies as well as for collectively agreed and individual plans for management groups. As a partner in Lockton Global, Jo and Söderberg & Partners support the employee benefit needs of multinational companies doing business in and expanding into the Nordic region.

BEN BEESONCyber Risk Practice LeaderLockton Companies

PRESENTATION:Data Privacy and Cyber Risk for the HR Professional

Ben Beeson is Lockton’s Cyber Risk Practice Leader and works with the insurance broker’s leading team of cyber insurance professionals to guide companies through an increasingly challenging cyber risk environment. Ben is an industry leader in supporting the development of US cybersecurity policy and was recently named Advisen’s 2016 Cyber Champion of the Year. Ben was chosen by Advisen’s editorial board for his outstanding contributions in the industry and was also engaged in the creation and rollout of the National Institute of Standards and Technology Cybersecurity Framework. He testified before Congress in 2015 about the evolution of the cyber insurance market and authored a section in the New York Stock Exchange’s recently published cyber security guide for directors and officers. Ben is a sought‑after media commentator on cybersecurity issues, appearing recently on CNN and Fox News, as well as in The Financial Times, Thomson Reuters, and The Huffington Post.

TERRY BICKHAMManaging Director and Chief Learning Officer for Federal, Global, and Industry DevelopmentDeloitte Services LP

PRESENTATION:The Multigenerational and Multicultural Workforce

Terry Bickham is Deloitte’s Managing Director and Chief Learning Officer for Federal, Global and Industry Development. He has responsibility for enabling the firm’s 70,000 US professionals with client industry knowledge and skills. Terry is a member of the Global Deloitte University Operating Committee and led the design of the learning experience and operations at Deloitte University in Westlake, Texas. Before joining Deloitte in 2006, Terry was a US Coast Guard officer and a senior executive with the US government, having served as the Chief Learning Officer at the Library of Congress and as the Assistant Administrator for Workforce Performance and Training at the Transportation Security Administration. Terry is the editor of the Talent Management Handbook and has been profiled on the cover of CLO Magazine. Terry holds graduate degrees in education from San Diego State University and The George Washington University.

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RON BREWERVice President Client Services Practice Leader, Lockton Global BenefitsLockton Companies

PRESENTATION:The Middle East’s Evolving Regulatory Landscape

Ron Brewer leads complex global client engagements, ensuring that clients’ short‑ and long‑term goals are achieved. He has particular expertise in assisting start‑up operations and works with companies with both small and large global footprints. He also leads a team of consultants and analysts, providing strategic support, mentoring, and ongoing leadership. Ron’s prior experience includes serving as Vice President in Aon Hewitt’s Global Benefits group, a principal in Mercer’s International Consulting Group, and several years at the Aetna/Generali Global Benefits Group, where he supported expatriate and local benefits programs and multinational pooling arrangements. Ron has a B.A. in social science from Pacific Christian College.

KIM BRIONESChief Human Resource OfficerBerkshire Hathaway Specialty Insurance

PRESENTATION:Expansion and the Challenges of Small Groups in Multiple Locations

Kim Briones is a Senior Vice President and the Chief Human Resource Officer of Berkshire Hathaway Specialty Insurance (BHSI). Kim became part of BHSI in April 2013 as teammate #6 and is incredibly proud to now be part of a team members of over 800 located in 10 countries. Kim has been in the human resources field in the financial services industry since 1989. Prior to joining BHSI, she was a Senior Business Partner responsible for the HR team for the US region of a global insurance carrier. Additionally, she has held senior positions in HR and has managed both national and international teams. Kim holds a bachelor of arts degree from Massachusetts College of Liberal Arts.

NILESH CHAUDHARYGlobal Network Development, Expat Business TransformationMetLife Expatriate Benefits


Nilesh Chaudhary is the head of Global Network Development—Expat Business Transformation. In his role, Nilesh’s primary responsibility is to secure individual direct pay agreements with expatriate‑oriented hospitals and clinics worldwide. Nilesh joined MetLife Expatriate Benefits in July 2011 as a Medical Network Development Specialist for the Network Development team. Prior to MetLife, Nilesh worked at CIGNA International Expatriate Benefits and held multiple positions including Provider Contracting Negotiator and Clinical Strategies Development Specialist. In his four years of tenure at CIGNA International, he held roles of increasing responsibility in Provider Network Services, Provider Contracting and Health Services program development. Overall, Nilesh brings nearly ten years of clinical and international healthcare business experience. Nilesh earned a Bachelor of Pharmacy degree in India, a Master of Healthcare Administration (MHA, 2006, University of New Haven, CT) and a Master of Management (Ms.M, 2011, Goldey Beacom College, DE). In addition, Nilesh speaks Hindi, Gujarati, and Urdu.

Speaker Biographies


LISBETH CLAUS, PHDProfessor of Management and Global HRWillamette University (Atkinson Graduate School of Management)

PRESENTATION:Employer Duty of Care: From Obligation to Global Benefit

Dr. Claus has published over 100 articles in academic and professional journals on subject matters related to global HR. She specializes in the implications for global organizations when their employees cross borders. She was coauthor (with Dennis Briscoe and Randall Schuler) of the third edition of International Human Resource Management (Routledge, 2008) and is Editor‑in‑Chief of the Global HR Practitioner Handbook (volume 1, 2013; volume 2, 2014; and volume 3, 2015, Global Immersion Press). She is the author of the 2009 International SOS duty of care white paper—viewed today as a major impetus for putting duty of care on the map for global organizations. She authored the 2012 “Duty of Care and Travel Risk Management Global Benchmarking Study”—the first empirical study on duty of care for which she earned the EMMA award for research of the year.

Foremost an educator, she has inspired thousands of learners—graduate students and practitioners—to better navigate the global scope of management. Her other research interests include the new performance management paradigm, HR analytics, sustainable career management, and developing a culture of health and wellness in global organizations. In March 2016, at its inaugural annual global HR conference, the IT HR Roundtable/Global HR Consortium announced the creation of the annual Lisbeth Claus Trail Blazer Award in honor of her lifelong dedication to the development of the global HR profession around the world. A native of Belgium, she is fluent in Flemish, French, and English and has a working knowledge of German.

NICK DOBELBOWER, PHDVice President, Intellectual Capital Practice Leader Lockton Global BenefitsLockton Companies

PRESENTATION:General Session Moderator

Nick Dobelbower works with clients to develop, implement, and support international employee benefits strategies. Nick has a broad professional and academic background, with extensive experience in international consulting and research and managing global relationships. He has expertise in local national benefit plans, multinational pooling, and expatriate and travel plans. He has presented at many professional conferences on international benefits topics and is a faculty presenter for the IFEBP Certificate in Global Benefits Management program. Nick began his professional career in the healthcare sector, worked as a consultant at the OECD, and has held faculty positions in French and Francophone Studies at Duke University, Bucknell University, and Macalester College.

PAM ENRIGHT, GPHRSenior Vice President, Director, Lockton Global BenefitsLockton Companies

PRESENTATION:Employee Benefits in a Globally Connected World

Pam Enright leads Lockton’s Global Benefits practice, a team of consultants who assist multinational clients in developing, implementing, and managing cross‑border, local, and global benefits strategies. She has deep expertise in expatriate benefits, country‑specific statutory requirements and competitive benefit plan design, multinational pooling, and global benefits management. Pam is part of the Lockton Global Leadership Group, a team of senior executives who work collaboratively to develop and drive Lockton’s vision to be the most trusted source in the marketplace for global employee benefits brokerage and consulting services. Pam also works strategically with the Lockton Global Partners to ensure that they offer comprehensive, consistent, and professional employee benefits services in each market around the world. She presents frequently at industry conferences and participates on the broker advisory boards of several leading global insurers.

Speaker Biographies

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MARCELA FLORESChief Executive OfficerLockton Mexico


Trends and Developments in Canada and Mexico

Marcela leads Lockton’s operations in Mexico, including the brokerage and consulting operations in employee benefits, actuarial, property & casualty, and surety operations. She has an actuary degree as well as an MBA, 30+ years of experience working as a business consultant, managing and negotiating products and services for insurance companies and risk management strategy. Marcela has experience in statistical analysis of data to deliver innovative solutions for companies, and has served as an actuarial advisor for employee benefits, and pensions programs and for modeling and evaluating retention scenarios. Marcela’s consulting skills help to analyze and develop risk management strategic plans. Marcela is one of the top 20 producers for Lockton globally. In 2013, she was named a Woman to Watch by Business Insurance Magazine.

DR. CAI GLUSHAKMedical DirectorAXA Assistance USA

PRESENTATION:Global Medical Teleconsultation

Dr. Cai Glushak joined AXA Assistance USA in 1996 and has a long history of medical direction in the fields of transport medicine and aeromedical services. Dr. Glushak oversees and ensures quality of medical staff and activities of physicians, nurses, and other clinicians throughout all offices of AXA Assistance globally. He ensures applications of highest standards of medical care throughout the AXA Assistance network to support the emergency and planned medical needs of its international clientele. Before joining AXA Assistance, Dr. Glushak was the EMS Medical Director for the University of Chicago Hospitals for nearly two decades, providing medical oversight for ambulance and transport services for the City of Chicago. He has additional expertise in the areas of evacuation and repatriation of acutely ill patients. He is a member of the National Transitions of Care Coalition and promotes the use of professional medical call centers to address the medical needs of patients worldwide. Dr. Glushak is a board‑certified emergency physician and received his medical degree and bachelors in physiology from McGill University, Montreal, Quebec, Canada.

JB GRUETSenior Vice President, Global Business SolutionsWorkplace Options

PRESENTATION:Driving a Global Strategy in Workplace Health & Well-Being

Jean‑Baptiste (JB) Gruet oversees global product sales, consulting with HR professionals, Workplace Options global sales and account management teams, and WPO partners worldwide on new business opportunities. Prior to joining Workplace Options, he worked in the US in the global EAP industry. JB cofounded a language and cultural publishing company in Paris, France, and worked for an executive language and training company in London, UK. He currently resides with his family in Toronto, Canada.

KEVIN GUNYAVice President, Benefits CounselLockton Companies


Kevin Gunya serves as Vice President of Lockton’s Compliance Counsel, which focuses on a wide range of both internal and external compliance matters, such as compensation disclosure, fee agreements, carrier agreements, confidentiality agreements, producer licensing, records management, etc. Kevin also collaborates with members of Lockton’s Legal, Operational, and Quality Assurance teams in developing plans to communicate, solicit broader input, and develop consensus among those impacted by Lockton’s policies, practices, and procedures and then executes these plans.

Speaker Biographies


Speaker Biographies

SCOTT HARRISInformation Security OfficerLockton Companies


Scott Harris supports Lockton’s US operations with business and information security practices to protect confidential client data and Lockton information. He works closely with Associates in P&C, Benefits, Retirement Services, Human Resources, and the Analytics teams along with IT and Legal. Scott brings a wealth of knowledge in information security, having had a successful career with KCP&L for 19 years. Scott holds a master’s degree in information security systems management with a bachelor’s in computer information systems. In addition, Scott holds several key designations important in the security world including Certified Information Systems Security Professional, Certified Systems Auditor, and Certified in Risk and Information Systems Control.

MARK HOLLOWAYCo‑Director of Compliance Services, Lockton Benefit GroupLockton Companies

PRESENTATION:US Healthcare Reform’s Impact on Multinational Organizations

Mark Holloway has more than 25 years of experience in health and welfare employee benefits. He provides technical advice related to health and welfare benefit plans to Lockton Benefit Group professionals and their clients throughout the US. His expertise is in a variety of compliance‑related issues, including health reform, HIPAA, COBRA, Section 125, discrimination testing, FMLA, state insurance laws, and legislative and regulatory issues at the state and federal levels. Mark is a well‑known and frequent speaker on many employee benefit topics. He was a keynote speaker at the Health and Welfare Plan Management Conference for Mid‑Sized Employers.

MORE ENGAGED, MORE EFFECTIVE, MORE PRODUCTIVE EMPLOYEES.

Whether it is support for mind, body, or life, Workplace Options provides the assistance needed for employees to be their best.

• Global EAP • Stress Management• Counselling • On-Site Critical Incident• Work-Life • Wellness CoachingThrough 15 Global Service Centers and a worldwide network of certified professionals, we provide comprehensive well-being support to 53 million employees across 78,000 organizations and 200+ countries and territories.

To learn more about how we can make your workforce better, visit www.workplaceoptions.com

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Speaker Biographies

EDGARS KARKLINSManager, Government Relations EMEAMetLife


In 2013, Edgars Karklins joined MetLife as Government Relations Manager for Europe, Middle East and Africa. In 2015, he was relocated to Dubai to lead MetLife’s Government Relations activities in the Middle East and Africa and Eastern and Southern Europe regions with a particular focus on the Gulf, Egypt, Turkey, Russia, and Poland. Prior to MetLife, Edgars spent five years with Nomura’s Public Affairs team responsible for representing the global investment bank’s capital markets business interests in front of governments across Europe. In 2011–2012, he was responsible for delivering Nomura’s engagement program at the Annual Meeting of the World Economic Forum in Davos. Edgars graduated from Warwick Business School with a degree in management. He is fluent in English, Finnish, and Latvian.

MARK KELLYSenior Vice President, Employee BenefitsLockton Asia Pacific

PRESENTATION:Unraveling the Asia Pacific Region—Health, Economy, and Culture

Mark Kelly is based in Singapore and has more than 12 years’ experience providing strategic advice and relationship management to multinational companies globally, as well as driving significant sales growth across multiple geographies. Before joining Lockton, Mark worked for Aon Health & Benefits Asia Pacific. Prior to Aon, Mark gained work experience across a number of sectors including digital, insurance, and banking. Mark is also a former Great Britain international cyclist.

WOLF KIRSTENFounderInternational Health Consulting


Wolf Kirsten is a social entrepreneur and Founder of International Health Consulting based in Tucson, Arizona, and Hamburg, Germany. His consulting portfolio is truly global, advising companies on health and well‑being strategies such as Johnson & Johnson, IBM, Siemens and SAP in many regions of the world. In addition, he has been consulting for the World Health Organization (WHO) on developing global guidelines for healthy workplaces. Wolf is cofounder of the Global Centre for Healthy Workplaces, which hosts the Global Healthy Workplace Awards each year as well as certifies enterprises as healthy workplaces. He has lectured and published extensively on the global aspects of health promotion and wellness, including the book Global Perspectives in Workplace Health Promotion. Wolf received his master of science in health promotion management from American University in Washington, DC. He is a German native and lived many years abroad (United States, England, Brazil, and China).

TOM LAIDLERVice President, Senior Global Benefits ConsultantLockton United Kingdom


Tom Laidler has over 20 years’ experience in the employee benefits industry. He has extensive international benefits experience, having undertaken senior roles at Mercer, Swiss Life, and more recently Allianz, with particular expertise in multinational pooling, captives, and expatriate solutions. Tom is able to draw on his in‑depth market knowledge from both the consulting and insurer sides to help global clients formulate their benefits strategy and structure global solutions to address their key requirements.


Speaker Biographies

ANJA LANGBEIN-PARKPartnerCulture Learning Group

PRESENTATION:Cross‑Cultural Intelligence for Global Leaders: How to Benefit from Cultural Differences


Anja Langbein‑Park is a Partner at Cultural Learning Group. Her work focuses on cultural intelligence as the indispensable context for developing collective leadership and organizational effectiveness. Her ability to guide leadership teams through strategic business challenges, combined with her skills as an executive facilitator, have made her an expert in the delivery of leadership and team‑building programs for Fortune 500 companies worldwide. International clients include AECOM, American Express, Boehringer Ingelheim, Conoco Phillips, Exxon Mobil, Edelman, GE, General Motors, Harley Davidson, Iberdrola, IBM, the International Monetary Fund, Johnson and Johnson, Siemens, Lafarge, LVMH, Novelis, Novo Nordisk, Philips, and Texas Instruments.

Anja is a graduate of the University of Greifswald in Germany and holds graduate degrees from Tufts and Harvard University. After working in public relations for several years, Anja joined Trompenaars Hampden‑Turner in 2002. In 2012, she cofounded Culture Learning Group. Anja is a visiting faculty member of Fuqua School of Business at Duke University, Duke CE, Thunderbird School of Global Management, Tuck Business School at Dartmouth College, and Smith College.

NICOLE LARKDirector of Compensation and BenefitsCovington & Burling LLP

PRESENTATION:Global Governance: People and Process

Nicole Lark is an experienced human resources professional with over 19 years of domestic and international compensation and benefits management experience. Nicole has been with Covington & Burling for 15 years, serving as the Director of Compensation and Benefits for the past decade. Nicole delivers strategic and operational leadership in the design, analysis, administration, and communication of the health and welfare as well as retirement programs for attorneys and staff employees in multiple states throughout the US and internationally.

JULIE LAWSenior Vice President, Employee BenefitsLockton Greater China

PRESENTATION:Unraveling the Asia Pacific Region—Health, Economy, and Culture

Julie Law joined Lockton in 2009 and currently is the Head of the Employee Benefits team that manages all local and international accounts from Lockton offices and Lockton Global. She leads Hong Kong and China Employee Benefits teams to formulate business development strategies and to provide service on all lines of Employee Benefits related insurance, including group and individual clients, covering voluntary employee benefits, pension, medical, life, travel, etc. Since 2005, Julie has held managerial positions at leading insurance companies and medical services organizations. Prior to that, she held senior marketing positions at a leading telecommunication company for over 10 years. Julie is well experienced in business project development and marketing in service‑oriented industries. Apart from core broking services, she focuses on review and development on the ever‑changing employee benefit schemes for Lockton clients.

TOMMASO LUCCAVice PresidentAssiteca Spain


Tommaso Lucca, Vice President of Assiteca since 2015, is in charge of international incoming and outgoing business, both for Employee Benefits and Property & Casualty lines. After a one‑year experience in the US, he joined Assiteca in Italy in 2012 for a brief period and he was expatriated to Spain to be in charge of business development and marketing.

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Speaker Biographies

JOANNA LUTHVice President, Human ResourcesAptean

PRESENTATION:The “It Depends” Approach to M&A Transactions

Joanna Luth leads all global human resources strategy and execution for Aptean. She joined the company in September of 2013 as the Director of HR for North America. She was promoted to the Global VP role in January of 2015. Mrs. Luth has over 15 years of human resources experience, specializing in employee engagement and relations, talent acquisition, performance management, and training and development. Prior to joining Aptean, she served as Senior Human Resources Manager at JDA Software, within the Learning & Development Division. Mrs. Luth had previously served as the Director of Talent Acquisition & Development for RedPrairie, which was acquired by JDA Software in January 2013. Her experience also includes HR positions with The Partners Group, Paramount Staffing, and law firms Kilpatrick Townsend and Drew Eckl & Farnham.

ALESSIA MAGGIANI Director of Employee Benefits & Welfare Division Assiteca Italy


Alessia Maggiani has served as the Director of Employee Benefits & Welfare Division at Assiteca Italy since March 2013. Previously, she served as Manager of the Employee Benefits Practice Division, in charge of top corporate clients, at Marsh & McLennan Companies Group. In this role, she gained extensive experience and worked in cooperation with risk management and corporate segments. Ms. Maggiani was additionally responsible for the implementation and development of flexible benefits and voluntary employee benefits programs and coordinating business activities in Italy as well as throughout Europe. Earlier she was Head of the Channel Development Department in Winterthur Assicurazioni S.p.A. (Credit Suisse Group) and a financial analyst for FitchRatings. She is a graduate in economics at Bocconi University in Milan.

PATRICK MALLOYBenefits ConsultantBFL CANADA

PRESENTATION:Trends and Developments in Canada and Mexico

Patrick Malloy is a Benefits Consultant at BFL CANADA, a Canadian risk management, insurance and benefits organization and a founding member of Lockton Global. Prior to joining BFL, he was a benefits consultant with a national benefits consulting and third‑party administration firm. Patrick brings over 10 years of experience and expertise providing Benefits solutions to a wide variety of Canadian and international organizations, as well as major groups and associations. Patrick holds his Group Benefit Associate and Compensation Management Specialist designations from the International Federation of Employee Benefit Plans (IFEBP) and has also earned his bachelor of business administration from Laurentian University.

PAOLO MARINIDirector Global Customer & Distribution Management, Corporate Life and PensionsZurich Insurance Company Ltd.

PRESENTATION:The Impact of Government and Finance on Income Gaps and Social Insurance

Paolo Marini began his insurance career in 1990 at the head office of Generali after his service as an officer in the Italian Customs and Duty police corps. During more than 20 years with the Generali group, Paolo held several positions managing corporate client relationships and sales and management in Italy, the US, Hong Kong, and Belgium. Lastly as director, he was responsible globally for sales, marketing, and communications in the employee benefits network. In January 2011, Paolo joined Zurich as Global Head of Customer Management for Corporate Life and Pensions (CLP), with the mandate to develop the customer management function across CLP and strengthen the cooperation with general insurance. Paolo’s main areas of expertise include multinational pooling, employee benefits captives, domestic and international pension, and protection solutions. In addition, Paolo contributes actively to the group’s thought leadership agenda on issues ranging from income protection to aging and demographics and the changing nature of today’s workplace.


Speaker Biographies

ONDREA MATTHEWS Director, Risk Management and BenefitsCoorsTek, Inc.

PRESENTATION:The “It Depends” Approach to M&A Transactions

Ondrea Matthews oversees global risk and benefits for CoorsTek, Inc., a technical ceramics manufacturing company, as well as the suite of family companies including a winery, restaurant chain, medical implantable device manufacturer, and surf park. She began her insurance career in claims with a national third‑party administrator, and developed and managed regional claims offices across the US. For the past seven years, Matthews has served on the Rocky Mountain RIMS board of directors and is the current chapter president. She has also been appointed to the State of Colorado workers’ compensation self‑insurance special funds board. Matthews is a graduate of the University of Michigan.

ANDREW MERRILEESRegional Head of BenefitsLockton Asia Pacific


Establishing a Regional Benefits Strategy for Emerging Economies

Andrew Merrilees has more than 20 years’ experience providing health insurance consulting services to corporate Australia on the subject of health and wellness programs. Prior to joining Lockton, Andrew has worked in Aon Sydney as Sales and Client Director providing clients with employee benefits solutions that align with organizational people risk objectives. He was on the Aon regional council of the health and benefits committee. From 2006–2012, Andrew developed the health practice within GU Health (the Australian arm of Cigna, Aetna, and MetLife), and prior to this, he led the MBF (now Bupa) corporate health team. Some of the many clients Andrew has acted for include Bechtel, Caterpillar, Barrick Gold, Microsoft, EMC, Fluor Australia, Intel, McAfee, Thales, Leighton Contractors, McDonalds, Motorola, Singapore Airlines, and Symantec.

RICK MERRITTSenior Vice President & Chief Human Resources OfficerOSI Systems, Inc.

PRESENTATION:Global Governance: People and Process

Rick Merritt is Senior Vice President and Chief Human Resources Officer of OSI Systems. Prior to joining the company in October 2014, Rick held the positions of Global Vice President of Human Resources for Power‑One, Inc., a power conversion solution provider, from April 2011 to October 2014, and Global Vice President at International Rectifier Corporation, a publicly traded power management technology company, from May 2004 to April 2011. Rick received a bachelor of science degree from Indiana University and a master of science degree from California State University, Hayward.

GILLES NYSSENSBusiness Development ManagerCigna Global Health Benefits

PRESENTATION:Navigating the Healthcare Challenges in Africa

Gilles Nyssens leads Cigna’s Africa segment and team and is based in Antwerp, Belgium.He is responsible for building, managing, and enhancing relations within the African continent and has ownership over the strategy on growing and strengthening this identified growth segment for Cigna. Within its international markets, a dedicated unit focuses on the needs of clients with exposure in Africa. This unit, headquartered in Belgium, has over 50 years of experience in designing, implementing, and managing international group health insurance and employee benefits programs for international and locally recruited staff from corporate, intergovernmental and nongovernmental organizations. Gilles is a graduate of Antwerp University and holds a master degree in economics and studied at the Vlerick Management School in Ghent. Previously, Gilles worked as an auditor specializing in the insurance industry at Ernst & Young and was a client manager at Vanbreda International for partnerships and large corporate accounts. Vanbreda International was acquired by Cigna in 2010.

23


Speaker Biographies

FIONÁN O’SULLIVANCorporate Sales Director, Employee BenefitsAcumen & Trust


Fionán O’Sullivan has worked in the corporate pensions industry since 1995 with vast experience in managing and coordinating benefit arrangements for medium to large corporate clients, having worked previously with IFG as Director of Corporate Pensions. His role at Acumen & Trust is primarily focused on attracting and securing new corporate accounts, ensuring that high‑quality advice and service is provided.

STEPHEN PAGEAssistant Vice President, Account Executive, Lockton Specialty RiskLockton Companies

PRESENTATION: Mitigating Employee Travel Risks in an Increasingly Complex World

Stephen is an Account Executive with Lockton’s Special Risk Division. He specializes in audit, design, implementation, and servicing of special risk programs for clients of all sizes. Stephen works with clients to help them evaluate their travel risk and mitigation strategies via various risk transfer and communication programs. He has been quoted by Business Insurance on topics related to travel risk management.

Stephen’s primary role is to provide expertise in special risk, including travel risk management, business travel accident, business travel medical, assistance service programs, participant accident programs (volunteers, camps, events, and sports accidents), and many other programs. He also handles daily account management, renewal marketing, and claims escalations/assistance.

BOB REIFFPresident, Lockton Benefit GroupLockton Companies


Bob joined Lockton in 2010 as Chief Operating Officer of Lockton’s St. Louis operation. In 2015, he took on the role of President of Lockton Benefit Group, the company’s national employee benefits practice. As such, he is responsible for the development and expansion of the company’s national employee benefits initiatives. This includes strategic direction, national partnership arrangements, recruiting, and new office development. Prior to joining Lockton, Bob worked with The Hartford since 2004 as Vice President and Director of Distribution in the Group Benefits Division and later as the Senior Vice President and Director of Distribution and Field Service, a role which expanded to include product, marketing, and association. Prior to joining The Hartford, Bob was Vice President of Sales and Marketing for Standard Insurance Company, where he spent 13 years in roles of increasing responsibility. He has an extensive background in group life and disability insurance. While at Standard, Bob was responsible for directing sales, marketing, product development, training, and e‑business solutions.

MARC REINHARDTDirector, Sales & DistributionGenerali Employee Benefits

PRESENTATION:Are Pools Underwater? The Past, Present and Future of Multinational Pooling

Marc Reinhardt has the equivalent of a combined post‑grad/master’s degree in economics and insurance from the University of Frankfurt. Marc has worked with Generali since 1991 in Germany, Italy, and the US. While in Germany, Marc specialized in tax and labor law as well as actuarial aspects of employee benefit plans for international companies based in Germany. His assignment in Trieste, Italy, focused on the technical aspects of multinational pooling and captive business in the central reinsurance department of Generali’s home office. Marc was permanently assigned to the US, where he had operational responsibility for the Generali Employee Benefits (GEB) Americas region, which includes Canada, US, Central and South America. In addition, he was responsible for ongoing and future partnerships for the network in the region. Effective April 1, 2016, he was appointed Director of Sales & Distribution with the responsibility of managing GEB’s commercial teams in 11 regional offices across the globe.


Speaker Biographies

MIKE SEAYVice President, Senior ConsultantLockton Companies

PRESENTATION:Engaging Workers in Start‑up Locations

Mike Seay has more than 30 years of experience in global benefits. Prior to his return to the consulting and brokerage industry, Mike held several senior‑level global benefits positions in a variety of industries including consumer products, high tech, manufacturing, advertising, electronics, and entertainment. Mike has developed expertise in the areas of global benefits strategy, total rewards, compliance, governance and financial management. Mike’s primary focus and success comes from his technical expertise in local benefits strategies and practices around the world, expatriate and mobility programs, total rewards, vendor management, and multinational pooling. Mike is trilingual (English, French, and Spanish), having lived and worked previously in Spain, France, and Quebec.

ISABELLE SECULIERRegional Manager, North AmericaGenerali Employee Benefits

PRESENTATION:Are Pools Underwater? The Past, Present and Future of Multinational Pooling

Isabelle Seculier, Regional Manager, North America at Generali Employee Benefits (GEB), has been working on the commercial side of the GEB network for 16 years, handling multinational pooling, global underwriting, and captive programs for large multinationals. She transferred from GEB’s home office in Brussels (where she was responsible for Western Europe commercial activities) to the Regional Office for the Americas in April 2015. She is based in Parsippany, New Jersey. Isabelle holds a master in translation from the Institute for Translators in Brussels, Belgium, as well as a risk management certificate from the ICHEC Brussels Management School.

KAREN SHINEDirector Global BenefitsThe Boston Consulting Group

PRESENTATION:Establishing a Regional Benefits Strategy for Emerging Economies

Karen Shine is the Director Global Benefits at The Boston Consulting Group (BCG). Karen’s team provides strategic benefits expertise and decision support to BCG’s offices worldwide. Prior to rejoining BCG in 2013, Karen led the benefits function at Digitas, CDM Smith, and Goodwin Procter. Karen’s experience includes strategic planning, operations, mergers and acquisitions, communication design, compliance, employee wellness, employee engagement, and creating a culture of flexibility. Karen has served on the board of directors of the New England Employee Benefits Council since 2005. Karen previously served as a member of the Advisory Committee for the New England Work & Family Association at Boston College. Karen is a graduate of Bridgewater State University and holds a graduate degree from Lesley University.

KEVIN SWANSONSales Vice PresidentAetna International

PRESENTATION:Tailoring Your Expatriate Benefits Plan: Factors to Consider

Kevin Swanson is the Sales Vice President for Aetna International, based in McLean, VA. Kevin is responsible for new business development, sales consulting, and strategic planning for multinational employers based in our Southeast Region. Kevin rejoined Aetna International in June of 2014 following 3 ½ years at Towers Watson where he served as a Principal and Senior Consultant in Towers Watson’s Arlington, VA Health & Group Benefits practice. Prior to his experience at Towers Watson, Kevin worked in senior sales and market development positions in Aetna’s domestic operations in Boston, MA and McLean, VA. Kevin has over 40 years of experience and progressive achievement in the HR/Benefits field, holding key management, sales, consulting and client interface positions with several national organizations. His experience in the human resource and benefits field includes assisting a variety of global and domestic organizations on a wide range of benefits and human resource related issues. Kevin is a graduate of Gustavus Adolphus College, St. Peter, MN

25


DR. KATHLEEN THORNBERRY RIVASClinical Program ManagerCigna Global Health Benefits

PRESENTATION:Navigating the Healthcare Challenges in Africa

Dr. Thornberry Rivas is a clinical expert with extensive experience in Africa and Latin America. Since joining Cigna in 2013, she has been an international medical consultant based in Antwerp, Belgium. Her responsibilities include providing medical advice and review of medical cases with a focus on clients located in Africa. Having lived in Africa for seven years, Kathleen provides valuable insight into the healthcare challenges of this region. Kathleen is a graduate of Ricardo Palma University in Lima, Peru, and holds a post‑graduate diploma in Tropical Medicine and International Health and a Master degree in Public Health, from the Institute of Tropical Medicine in Antwerp, Belgium. Before she started working at Cigna, Kathleen worked as a medical doctor and a medical coordinator among different projects for Doctors Without Borders in East and Central Africa.

MIKE TYLERPartner, Chairman of Global Leadership GroupLockton United Kingdom



Mike Tyler leads the Lockton UK Benefits business. He has been in the financial services and pensions business for more than 30 years, holding senior positions in the industry, including Chief Operating Officer at Mercer, where he also set up their employee health and group risk business from scratch. More recently he was FD of a life insurance company and, immediately before joining Lockton, was MD at Buck Consultants. Mike specializes in helping Lockton clients develop more efficient benefits programs, including assessing alternative financial strategy to captive medical, trusts, and post‑retirement medical benefits.

ARNA VICKAssociate Consultant, Lockton Global BenefitsLockton Companies

PRESENTATION:Expansion and the Challenges of Small Groups in Multiple Locations

Arna Vick joined Lockton in 2016 with more than 12 years of experience in global benefits plan design, recommendations, and implementation. Additionally, she has expertise in health and welfare plan administration, business travel insurance, global mobility, wellness initiatives, total rewards, and culture awareness. Arna’s current role as an Associate Global Benefits Consultant involves leading small and mid‑market client engagements. She aids in developing benefit strategies based on the clients’ objectives, all while ensuring that the solutions are compliant and cost‑effective. Arna is a key player in reviewing and delivering presentations and recommendations to Lockton clients, in addition to providing best practice guidance. Arna also leads expatriate and business travel engagements. Before joining Lockton, Arna worked at IHS Markit for nine years as part of the benefits team. Her first four years as a Senior US Benefits Coordinator focusing on benefit orientations/trainings and acquisition activities.

SUSANNE WAMBAGlobal Director, Benefits and CompensationWhite & Case LLP


Susanne Wamba is the Global Director of Benefits and Compensation at White & Case LLP, where she is responsible for global strategy, management, oversight of total reward, health & welfare, wellness, pension benefits, and compensation. Her skills and areas of expertise include human resources and benefits. Susanna received her B.A. in business administration from SUNY‑Farmingdale and is currently involved with WELCOA, IFEBP, SHRM, NFTC, and GBA (Advisory Board member).

Speaker Biographies


Speaker Biographies

TAMI WARD-DAHLVice President, Administration & Human ResourcesElizabeth Glaser Pediatric AIDS Foundation


Tami Ward‑Dahl is the Vice President of Human Resources and Administration at the Elizabeth Glaser Pediatric AIDS Foundation (EGPAF), the global leader in the fight to end AIDS in children. In her role at EGPAF, Tami is a member of the Global Leadership Team, where she provides overall leadership and strategic direction of HR and administrative operations initiatives and programs. She leads a global team of HR professionals to design human resource strategies with the overall goal of attracting, retaining, and developing talent. Tami has worked in both the nonprofit and for‑profit sectors. Previously in her career, she held senior HR positions at Ruesch International, Iomega Corporation, and OTC Division. She has led corporate philanthropic projects and has extensive volunteer experience. She holds a B.S. from the University of Minnesota and is certified as an SPHR, GPHR, SHRM-SCP, and CCP.

BRAD WARNERDirector of Human ResourcesSeaboard Overseas Group


Brad Warner is the Director of Human Resources for Seaboard Overseas and Trading Group, a $3.5B division of Seaboard Corporation. Seaboard has grain milling operations in 15 countries located throughout Africa, South America, and the Caribbean, and agricultural trading offices located in the United States, Canada, South Africa, Isle of Man, Singapore, Colombia, Peru, and Ecuador. In his 19th year at Seaboard, Brad is currently responsible for 105 expatriates and general HR guidance for 20+ entities all over the world, with a total employee population of over 10,000. Brad is an extensive traveler, having traveled to 17 countries around the world, including business travel with Seaboard to locations in Africa and South America. He’s held his SPHR certificate since 2001, is a past board member for Johnson County SHRM and Kansas SHRM, and has a B.A. from the University of Kansas. He is also on the board of directors for the Ban Johnson Baseball League.

27


Speaker Biographies

KERRY WEINGERPartner, Employment & CompensationBaker & McKenzie LLP

PRESENTATION:Engaging Workers in Start‑up Locations

Expansion and the Challenges of Small Groups in Multiple Locations

Kerry Weinger is a Partner with Baker & McKenzie, LLP, based in Chicago. Kerry, Chair of the Chicago Employment & Compensation Law Practice Group and member of the Management Committee of the Firm’s North America Employment & Compensation Law Practice Group, represents and advises multinational employers in the area of international employee mobility and employment law as well as assisting clients entering new territories. Kerry has served as a member of Worldwide ERC’s Global Advisory Council and the board of directors of the International Personnel Association. He is a member of several Human Resources, Bar, and CPA associations. Kerry advises management on global employment, tax, social security, employee benefits, compensation, immigration law, and other legal issues concerning the cross‑border transfer of employees as well as assisting clients entering new jurisdictions. He has lectured extensively before professional organizations around the world and written several articles on international employment law, tax, payroll, and compensation and benefits issues.

JOSEPH WEISSVice President, Accident & Health DivisionChubb Group

PRESENTATION: Mitigating Employee Travel Risks in an Increasingly Complex World

Joseph Weiss is Vice President and Segment Leader for the Corporate Accident & Sickness unit in the Chubb USA Accident & Health Division. In that role, he is responsible for the top and bottom line performance of the business travel accident, control master program, and basic/voluntary AD&D products sold to employer groups. Prior to joining Chubb, he held a number of underwriting and product roles in the field and home office for AIG’s Accident & Health and Benefits Divisions.

Multinational businesses face unique employee benefi t challenges: maintaining information about

their local programs worldwide, harmonizing and coordinating benefi ts within and across countries,

ensuring compliance and competitiveness, and leveraging global purchasing power.

Lockton Global Benefi ts helps multinationals provide employee benefi t packages that are aligned to their business needs and appropriate for their talent markets around the globe. Our goal is to offer extraordinary client service through centralized global strategy combined with local expertise and execution. Our consultants ensure that clients understand local requirements and expectations, design plans that meet competitive objectives, leverage global scale, and adequately protect expatriates and business travelers. We offer a wide spectrum of support, from strategic consulting and brokerage services to comprehensive global benefi ts management. We scale our level of support to bring clear value to each client’s specifi c needs, whether those involve entry into a new country or management of global benefi ts in 100 or more countries.

Expanding Into New Markets

We support clients expanding internationally, whether by greenfi eld investment or acquisition. With Lockton Global offi ces in more than 100 countries, we deliver timely and effective advice and placement of coverage.

Strategic advice on local requirements, market practice, and appropriate benefi t design.

Coordination of local brokerage to align with corporate objectives.

Implementation and ongoing management of plans.

Leveraging Global Scale

With the right strategy, multinationals can benefi t from global economies of scale, even with small numbers of employees in multiple countries. We ensure that clients maximize their leverage to improve local terms and obtain cost savings where possible. We advise and implement global strategies, including:

Harmonization/consolidation of plans.

Global underwriting programs.

Regional insurance strategies.

Multinational pooling, captives, and other risk fi nancing arrangements.

LOCKTON GLOBAL BENEFITS

Protecting Globally Mobile Employees

We analyze your travel patterns, risk, and exposure in order to develop compliant and competitive insurance programs for employees traveling on business or working outside of their home countries, whether on short trips or extended assignments. Our expertise includes:

International medical, life, and disability programs.

Business travel accident and medical programs.

Assistance and evacuation programs for medical, security, and natural disaster risks.

Managing Benefit Programs Worldwide

Our Global Benefi ts Management services allow clients to focus their energy on core business activities. Lockton assumes a greater role in the management of the insured's global benefi ts program, ensuring that plans are compliant and aligned with business objectives. The result is a well-managed program that reduces risk and improves cost effi ciency.

Our global benefi ts management services offer distinct advantages to

clients employing staff in multiple countries:

Global strategy and centralized management of local execution.

Enhanced global governance.

Access to Lockton’s online market intelligence resources.

Multinational pooling and other consolidation strategies.

Online plan and policy inventory through Lockton Global Benefi ts Navigator.

Program analysis and cost containment strategies.

Employee wellness/well-being strategies.

Market Intelligence Resources and Online Tools

We offer market intelligence to our clients to allow them to make informed decisions when designing and managing benefi t plans around the world, including:

Lockton Global Benefits Navigator: Cloud-based portal housing policy and plan details.

Lockton GlobalView®: Country profi les and regulatory updates.

Global Benefits Updates: Quarterly compliance newsletter.

Lockton white papers on business-critical topics.

About Lockton GlobalAs the largest insurance broking partnership in the world,

Lockton Global® has 37 partner fi rms representing the key

markets where our clients do business. Each is a leading

brokerage/consulting fi rm in its respective market, maintains

strong relationships with leading insurers, and understands the

local employee benefi ts landscape and market standards.

For more information, please contact your Lockton Account Team or email us at locktonglobalbenefi [email protected].

About the Lockton Global Benefits Team

Clients benefi t from the rich international experience that our team of global consultants and analysts has gained working in insurance broking, human resources management, insurance consultancy, and market research. This combined expertise gives our team a unique and robust perspective that we leverage daily in supporting our clients at the corporate, regional, and local levels.

Global M&A

Lockton can help clients assess and manage employee benefi t costs and risks associated with a merger or acquisition through due diligence analysis, transition support, and benefi t harmonization. Offering extensive M&A experience, our international actuaries have covered assignments ranging from an acquisition with a single-country location to major transactions involving more than 50 countries.

Due Diligence Analysis: To allow clients to fully understand the benefi t promises, market competitiveness, costs, and risks in each country related to the Target Company’s business.

Stand-Alone Cost Estimates: Country-specifi c cost estimates for statutory and supplemental benefi ts on a stand-alone basis, particularly valuable in asset purchase/spin-off situations where benefi t costs are presented by the Seller only on a combined group basis.

Transition Support: Support for the establishment of employee benefi t programs that replicate the Seller’s benefi ts, including advice about benefi t issues and limitations, requirements for implementing insurance plans, and, where appropriate, alternative benefi t structures of equivalent value to offer your employees.

International Compensation

Lockton’s International Compensation Consulting services provide our clients with the global compensation management tools needed to ensure the organization’s international compensation plan is competitive. In today’s global environment, it is imperative to attract and retain the best talent. Our international compensation services are designed to make certain that an organization's pay strategy is meeting its global business needs. Our services include:

International Benchmarking: Market data is a valuable tool in creating the right global workforce. Lockton has access to several international survey sources for more than 180 countries.

Compensation Strategy and Design: International compensation strategic planning is a necessary step in creating the most competitive global program for your organization.

Employee Culture Surveys: As your global workforce broadens, surveys become a valuable tool to facilitate organizational change.

125COUNTRIES

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Unmatched Global Reach and Local Understanding


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Notes

© 2017 Lockton, Inc. All rights reserved.

Our Mission

To be the worldwide value and service leader in insurance brokerage, risk management, employee benefi ts, and retirement services

Our Goal

To be the best place to do business and to work

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EXCHANGE x INFORM x APPLY - Amazon S3s3-us-west-2.amazonaws.com/lockton-corporate-website/...Nilesh Chaudhary, MetLife Ron Brewer, Lockton Global Benefits In this panel discussion