2011 Global Workforce Symposium Program by Worldwide ERC

Transforming The FUTURE

SEE IN SIDE! Specia l Offer for Firs t-time Corpor ate HR Attend ees!

Worldwide ERC® Global Workforce Symposium OCTOBER 12-14, 2011

Denver, Colorado, USA

COLORADO CONVENTION CENTER

Look inside to see why the 2011 Global Workforce Symposium is a must-attend event for you!

ecause it will deliver: • • •

Content to keep you informed of the latest trends, emerging challenges and new policy developments Expert, forward-thinking speakers High-level facilitated interaction with fellow attendees

If you’re in the mobility business - if you are transforming the future of your business and career - you’ll love being in our sessions!

www.WorldwideERC.org The Global Workforce Symposium sessions are eligible for CRP®, GMS® and HRCI® recertification credits.

• • • • •

Transform Your FUTURE ...at the Global Workforce Symposium!

orldwide ERC® brings together the experts and thought leaders who: Anticipate trends Produce leading-edge policies Set the standards Launch innovations Engineer next-generation strategies

Be with them in Denver... and be ready to transform your future! Create the conference that meets your needs, whether you’re looking for global sessions, U.S.-centric sessions, or a blend of both. From critical updates to strategic solutions to making the connections you’ll have for years to come - this meeting will transform your work!

Education Sessions If your focus is global mobility, then select from these sessions:

If your focus is on U.S. domestic issues, then these sessions are for you:

• •

•

• •

• • • • • • •

• • • • • • • • •

Measuring Your Mobility Investment Cross-border Transfers from Low-wage Countries: Fairness, Competitiveness and Compliance Visit Three Countries in 90 Minutes – Country-specific Roundtables including Brazil, South Africa, Switzerland, Russia and India Social Media for Global Mobility – Faster than a Speeding Bullet Global Migration, Government Interactions and the Foreign Corrupt Practices Act – Practical Advice for Walking the Tightrope Preparing for Crisis with a Comprehensive Crisis Management Plan Talent Segmentation Through Assessment and Selection Delivering Technology Solutions to the Assignee Diversity Management in Working with Cross-cultural Teams Emerging Assignment Types: Global Nomads and the Extended Business Traveler Strategies for Selecting the Right Talent – the Four Rights of Talent Mobility Mitigating Risks and Leveraging Best Practices to Ensure Secure and Cost-effective Relocation into Emerging and Remote Countries Fireside Chat: Talent Management and Strategic Business Decisions Do You Know Where Your Business Traveler Is Sleeping... and Should You Care? The Cost of Different Global Policies The Changing Role of the Mobility Leader De-mystifying the International Household Goods Moving Process: Driving Out Complexity and Driving Up ROI Short-term Assignments – Are They Working? The International Assignee Retirement Onslaught – Are You Ready? Policy Considerations for Companies with Low Transfer Volumes Peer Networking

• • • • • • • • • •

Worldwide ERC® U.S. Tax and Legal Update Distressed Properties: Challenges, Opportunities and Solutions in Mobility Today’s Synergetic Real Estate and Relocation Solution: Property Management Fireside Chat: Talent Management and Strategic Business Decisions Measuring Your Mobility Investment The Changing Role of the Mobility Leader Addressing the Generational Differences Among Transferees Pre-decision Teamwork: Helping Transferees Make Informed Transfer Decisions Street Smarts: Candid Insights from Real Estate Brokers Changes in the U.S. Mortgage Industry: Who Moved My Mortgage? Help! I’m Underwater on My Mortgage and My Company Wants Me to Move! Peer Networking

Register and receive IMMEDIATE confirmation! Use our secure online registration form to register quickly and conveniently, and reserve your hotel accommodations at the same time!

If You Have a Global Focus Companies and professionals who manage globalization strategies manage their own knowledge, too - and they know how quickly information, tools, practices and policy change. If your company has internationally mobile employees or provides services to them, this is a meeting that offers great informational and professional ROI!

If Your Focus Is on U.S. Domestic Issues Come for the sessions that impact you and your business today, and find immediately applicable solutions to complex business problems – you’ll become a better innovator, grow your network of people and resources, and add to your skill set with this unique and transformative meeting.

Post-Symposium Webinar Free to All Attendees!

When you’re attending a conference, you often find yourself in a “so many sessions, so little time” dilemma. And, following a meeting, you’re catching up on calls, and work, and all of the other things that days out of the office and travel require. Just a week after the Symposium we can help you summarize the highlights of the Symposium for yourself, your senior management, and the staff you need to update with our Post-Symposium Webinar! This special complimentary webinar registration offer - for Symposium attendees only - provides a quick update on the industry challenges, hot topics and innovations presented at the meeting. (And as an attendee, your registration fee works for 1 or 100 of your employees at one viewing location!) Webinar access details will be sent directly following the Symposium – watch your e-mail for yours!

About Worldwide ERC® Worldwide ERC® is the recognized industry authority on mobility and assignments in the U.S. and major global traffic areas; providing leadership, advocacy, education and networking to more than 10,000 global workforce mobility professionals and stakeholders. Worldwide ERC® is headquartered in the Washington, DC metropolitan area, with offices in Brussels, Belgium and Shanghai, China.

Program Highlights

Keynote Speaker: Thursday morning October 13

Jason Jennings - Authority on Leadership, Growth and Innovation Jason is one of the most successful and prolific business and leadership authors in the world. Critics call his books “extraordinarily well researched, insightful, crisply written, accessible, intriguing and a vital resource for everyone in business.” USA TODAY calls him one of the three most in-demand business speakers on the planet. Join us and discover the strategies and tactics for your transformation!

Global All-stars: Friday morning October 14

Hosted by Worldwide ERC® CEO Peggy Smith, SCRP, SGMS, this highly acclaimed session offers attendees a chance to hear from industry leaders on the current state of workforce mobility and talent management management. Come and hear their visions for transforming the future! Our Global All-stars will include: Aram R. Minnetian President Weichert Relocation Resources, Inc. Morris Plains, New Jersey Lars Lykke Iversen CEO Santa Fe Relocation Services Hong Kong, China Cathy T. Loose Benefits Business Development Leader, Asia Pacific Towers Watson Tokyo, Japan

Peer Networking Rocks!

A participant in our May conference peer networking said it all: “In 60 minutes I was able to meet 15 new contacts, 11 of whom were very interested in the information I had, and I walked away with 8 new prospects. Peer Networking Rocks!” Don’t miss this fast-paced session where you have an opportunity to spend three minutes with industry peers learning what they do, discovering their needs, and developing contacts that will be invaluable in the months ahead. Whether you are an HR representative looking for benchmarking, or a service provider offering solutions, this is a session you want to be part of!

Additional Training Opportunities Tuesday, October 11 & Wednesday, October 12, 2011 ®

The Global Mobility Specialist® (GMS®) The Global Mobility Specialist® (GMS®) designation is an education-based designation that recognizes knowledge and professionalism in the field of global workforce mobility.

• Module 3 – The Intercultural Challenge: Doing Business Globally provides a focus on the intercultural implications of global mobility and geographically dispersed teamwork. Offered Wednesday, October 12, 2011 8:00 a.m. to 4:00 p.m. Registration Information: Interested participants can register for individual training modules or for the full specially priced training package which includes all three modules. You do not need to attend the 2011 Symposium in order to register for this learning; however, we do highly encourage you to attend both events. In order to register for the training modules, both conference registrants and non-conference registrants must refer to the “Optional Programs Registration” section of the 2011 Global Workforce Symposium® Registration Form.

Earning the GMS® designation is accomplished by participating in three educational modules and passing one comprehensive online exam when all modules are completed. The exam is designed to reinforce the concepts and information taught during each session. Worldwide ERC® is offering the modules during the 2011 HR Policy Benchmarking Workshop Global Workforce Symposium. These exciting learning Wednesday, October 12, 2011 (1:30 p.m. to 5:00 p.m.) opportunities will expand your knowledge of a wide range Worldwide ERC®’s HR Policy Benchmarking Workshop of topics: is the “must-attend” event for corporate and government HR and mobility professionals. Open only to corporate • Module 1 – The Fundamentals: Applied Expatriate and government representatives, it is an opportunity Policy Development is an in-depth tutorial on the to benchmark your policies and programs with other essentials of a classic international assignment mobility professionals in an informal and confidential program. (This module is only offered online. atmosphere. Beginning with a group session, Attendees are encouraged to take Module 1 online participants will then divide into small groups for inprior to participating in Modules 2 & 3.) depth review and discussion of their most critical issues. • Module 2 – Policy Alternatives, Strategies and Tactics for Global Workforce Mobility offers a detailed understanding of localization strategy and practice, short-term assignments, the needs of global nomads, and hybrid programs for today’s new expatriate. Offered Tuesday, October 11, 2011 8:00 a.m. to 4:00 p.m.

Registration Information: This workshop is only open to Symposium registrants who are either corporate or government HR/relocation representatives responsible for administering their own company’s relocation program. The workshop is free; however, in order to ensure enough space, please register via the “Optional Programs Registration” section of the 2011 Global Workforce Symposium® Registration Form.

Special Registration Offer for Firsttime Corporate HR Attendees Note our special offer for all first-time Corporate HR attendees: We are offering free registration to the Symposium for all Government and Corporate HR attendees who manage the mobility of their company’s employees and who have never attended the Symposium. Register today - space is limited!

Premium Symposium Audio Package

Transforming The FUTURE

Have access to all the session recordings from the Symposium at a special pre-Symposium rate! Order your audio package when you register and receive a complete set of the recorded sessions following the Symposium. (A $450 value for $350 – reduced rate is available only to Symposium attendees.)

Worldwide ERC® Global Workforce Symposium Oct. 12-14, 2011 Denver, CO USA

Tuesday, October

8:00 a.m. - 4:00 p.m..............................GMS® Training Module 2: Policy Alternatives, Strategies and Tactics for Global Workforce Mobility (Separate registration fee is required) 12:00 p.m. - 6:00 p.m.............................Conference Registration

Wednesday, October

7:00 a.m. - 9:00 p.m...............................Conference Registration 8:00 a.m. - 4:00 p.m..............................GMS® Training Module 3: The Intercultural Challenge: Doing Business Globally (Separate registration fee is required) 1:30 p.m. - 5:00 p.m................ Corporate Mobility Benchmarking Workshop (Open only to corporate/government attendees) 4:00 p.m. - 5:00 p.m................. So This Is Your First Conference! How to get the Most Out of Your Experience 5:30 p.m. - 6:30 p.m........................................... YP40 Reception 6:30 p.m. - 9:30 p.m. ... Opening Reception and Exhibit Program

Thursday, October

8:30 a.m. - 10:15 a.m.......................... Opening General Session 10:15 a.m. - 10:45 a.m.............................................Coffee Break 10:45 a.m. – 12:15 p.m. Education and Development Sessions • • •

• • •

Schedule of Events

12:15 p.m. - 1:30 p.m........................ Luncheon/Awards Program

3:30 p.m. - 4:30 p.m. Education and Development Sessions • Diversity Management in Working with Cross-cultural Teams • Emerging Assignment Types: Global Nomads and the Extended Business Traveler • Mitigating Risks and Leveraging Best Practices to Ensure Secure and Cost-effective Relocations into Emerging and Remote Countries • Delivering Technology Solutions to the Assignee • Distressed Properties: Challenges, Opportunities and Solutions in Mobility 3:30 p.m. - 4:30 p.m...........................................Peer Networking 4:30 p.m. - 6:30 p.m............................. Reception in Exhibit Area

Friday, October

7:00 a.m. - 8:00 a.m...........................................Foundation Walk 8:45 a.m. - 9:45 a.m.........Education and Development Sessions • The Four “Rights” in Talent Mobility • The International Assignee Retirement Onslaught – Are You Ready? • Do You Know Where Your Business Traveler Is Sleeping,... and You Should Care? • Policy Considerations for Companies with Low Transfer Volumes • Fireside Chat: Talent Management and Strategic Business Decisions • Today’s Synergetic Real Estate and Relocation Solution: Property Management 10:00 a.m. - 11:15 p.m..............Global All Stars General Session 11:15 a.m. - 12:45 p.m.......................... Brunch in the Exhibit Hall 1:00 p.m. - 2:00 p.m. Education and Development Sessions • • • • •

The Cost of Different Global Policies The Changing Role of the Mobility Leader De-mystifying the International Household Goods Moving Process Short-term Assignments – Are they Working? Changes in the U.S. Mortgage Industry - Who Moved My Mortgage? Thought Leaders Professional Development Session

1:45 p.m. - 3:00 p.m. Education and Development Sessions

•

Global Migration, Government Interactions and the Foreign Corrupt Practices Act – Practical Advice for Walking the Tightrope Preparing for Crisis with a Comprehensive Crisis Management Plan Talent Segmentation Through Assessment and Selection Street Smarts: Candid Insights from Real Estate Brokers Help! My Mortgage is Underwater and My Company Wants Me to Move! Innovation and Leadership - How to Build Your Influence

2:00 p.m. - 2:30 p.m...................................... Refreshment Break

3:00 p.m. - 3:30 p.m.................................................Coffee Break

3:30 p.m. - 4:30 p.m....................................... Farewell Reception

• • • • •

2:30 p.m. - 3:30 p.m. Education and Development Sessions • • •

Pre-decision Teamwork: Helping Transferees Make Informed Transfer Decisions Addressing the Generational Differences Among Transferees Thought Leaders Professional Development Session

Educational Sessions in Detail

Measuring Your Mobility Investment

Thursday, October 13, 10:45 a.m. – 12:15 p.m. Measuring the success of an international assignment has always been a challenge. The ability to determine operation outcomes with robust reporting from the field to headquarters on a monthly, weekly or even daily basis has been difficult to determine in the past. In this high-level session, attendees will receive practical tips on how to measure business results, individual performance and the ROI of an assignment and discover a critical new method to measure assignment success. Participants in this session will: • Identify common measurement criteria • Investigate how mobility generates a business return • Compile output and outcome analytic examples for fact-based decision making Audience: This session is designed for HR professionals and service providers who wish to learn more about measuring the corporate mobility investment. Cross-border Transfers from Low-wage Countries: Fairness, Competitiveness and Compliance

Thursday, October 13, 10:45 a.m. – 12:15 p.m. As companies globalize, the natural evolution is to source assignees from a larger number of increasingly diverse countries. Transfers from emerging markets pose additional challenges. Often, compensation in these countries is below average or may include pay elements that are not common in high-wage countries. Additionally, cultural differences, home-country financial and family obligations, and different career paths may affect how you structure the compensation packages. Discover why putting these employees on the host payroll may not be the low-cost solution, and determine how minimum-wage laws may impact compensation. Participants in this session will: • Gain a broad understanding of the unique challenges posed by transfers from low-wage countries • Recognize compensation alternatives • Examine how companies decide whether to treat this assignee population differently Audience: This session is designed for HR professionals and mobility service providers who wish to understand more about the policy components of transfers from low-wage countries. Visit Three Countries in 90 Minutes – Country-specific Roundtables on Brazil, South Africa, Switzerland, Russia and India

Thursday, October 13, 10:45 a.m. – 12:15 p.m. Sending an employee into a new location can be a daunting task, particularly if you have not yet built a support network in a specific country. In this session you will have an opportunity to participate in roundtable discussions with local country experts who can answer your questions about these highlighted countries, and will be able to share their knowledge about the process for transferring an employee into a given country. Even if you don’t have activity in one of these countries, you can learn what questions to ask and what services to look for when going into unknown locations. Participants in this session will: • Explore business protocol in specific countries • Gather country-specific advice on immigration and visa issues • Discover cost-of-living information and general housing options in these locales Audience: This session is designed for corporate global mobility professionals and service providers who need to know the complex issues surrounding sending an expat to these specific countries.

Worldwide ERC®‘s U.S. Tax and Legal Update

Thursday, October 13, 10:45 a.m. – 12:15 p.m. Identifying issues that can cause tax liability or create legal problems is key to keeping your company and your transferees risk-free. In this engaging session you’ll discover the critical tax and legal issues facing the U.S. mobility industry. Bring your most pressing questions to ask of our experts. Participants in this session will: • Discover the legal and tax effects of the new latest federal regulations impacting corporate mobility • Identify the critical areas to monitor for compliance issues • Gain insight into various aspects of corporate policies and the legislation surrounding them Audience: This session is of critical importance to HR professionals, relocation management company representatives, real estate professionals and any service providers impacted by legislative and tax issues. Social Media For Global Mobility – Faster Than a Speeding Bullet!

Thursday, October 13, 10:45 a.m. – 12:15 p.m. Social media is changing the world and the work place – and you need to know how to manage the communication that results. Leaders, stakeholders, reporters, expats, friends and foes are using the internet to talk about brands, policies, co-workers and more. This session will provide a fast-paced and informative overview of technology and social media tools available today, what’s on the horizon, and what the link is between these tools, expats and shadow communication, and corporate human resources. Participants in this session will: • Align with today’s “right here, right now” technology and social media tools • Discover the way groups and individuals are using social media, and the impact on corporate human resources • See how the integration of social media requires planning from the future... not the past Audience: This session is designed for all workforce mobility professionals who need to know more about social media and the tools needed to meet the expectations of today’s assignees. Innovation and Leadership - How to Build Your Influence

Thursday, October 13, 10:45 a.m. – 12:15 p.m. and 1:45 – 3:00 p.m. Join Amy Jo Martin, founder and CEO of Digital Royalty for a first-hand account on how to tap into your inner leader and bring innovation into your daily life. Pioneers of zany ideas, like Shaquille O’Neal’s “Random Acts of Shaqness,“ Hide and Tweets, Social Fan Phones and groundbreaking social media partnerships, Digital Royalty takes innovative social media and strategies to new levels. Participants in this session will: • Discover the power of innovation • Learn how to see opportunities in the world around them • Explore the processes that have led to great success Audience: This session is designed for all workforce mobility professionals who want to discover the secrets to innovative thought. (This session is endorsed by the YP40 Committee.) Global Migration, Government Interactions and the Foreign Corrupt Practices Act – Practical Advice for Walking the Tightrope

Thursday, October 13, 1:45 – 3:00 p.m. With increased tensions surrounding global migration, governments are moving quickly to expand oversight of and enact legislation to address migration and labor issues. Whether responding to an audit or investigation, requesting that the government expedite the entry

6 of key employees into a country, or seeking to influence legislation or regulations, the current environment creates numerous opportunities for a company to run afoul of the Foreign Corrupt Practices Act (FCPA) and/or expose itself to adverse media or increased oversight by government officials. This session will provide an overview of the scenarios that arise most frequently for in-house counsel and HR professionals, the legal and policy framework for handling those situations, and best practices to ensure in-house compliance. The presentation will be geared toward real-world scenarios and hearing from company representatives and FCPA experts. Participants in this session will: • Identify the scenarios where government interaction is most likely to occur • Discover how to make a case without running afoul of the FCPA • Explore steps that companies should take to minimize risks Audience: This session is designed for HR professionals and service providers who need to understand the intricacies of the Foreign Corrupt Practices Act with regard to their employees on assignment. Preparing for Crisis with a Comprehensive Crisis Management Plan

Thursday, October 13, 1:45 – 3:00 p.m. In the last ten years, we have witnessed terrorist attacks, war, pandemics, and natural disasters. While it is impossible to predict what lies ahead, it is clear that companies need to be prepared to respond when disaster strikes. A proper crisis management plan stretches far beyond extricating expatriates from unsafe circumstances. Companies must consider topics such as emergency communication methodologies, processes and policies related to the long term social responsibility faced by the company in the event that expatriates experience adverse effects as a result of their overseas assignment. In this session, attendees will explore the framework associated with a comprehensive crisis management plan designed to proactively prepare for these issues. Participants in this session will: • Gain insight into the potential implications of not developing a crisis management plan • Understand the critical components of a comprehensive crisis management plan • Explore the process for creating a crisis management plan and the individuals who should be involved Audience: This session is designed for HR professionals and service providers who are responsible for developing and implementing a crisis management plan. Talent Segmentation Through Assessment and Selection

Thursday, October 13, 1:45 – 3:00 p.m. Talent management can be impacted dramatically by varying levels of management and cultural differences. This session will provide a framework for identifying different employment levels and how to handle each of these populations, particularly when cultural differences come into play. Compare and contrast the unique aspects of the selection process in a U.S.-based corporation, a European corporation and an Indian corporation and gather specific ideas to help you implement a selection and assessment program. Participants in this session will: • Discover how to implement a selection and assessment program • Explore the cultural implications of assessment in various countries • Evaluate the segmentation process Audience: This session is designed for HR professionals who are involved with or wish to learn more about talent management in a cultural context. Street Smarts – Candid Insights from Real Estate Brokers

Thursday, October 13, 1:45 – 3:00 p.m. Have you ever wished you could share an insight directly with a

corporate HR representative or a relocation management company decision maker about some of the realities seen “on the street” by real estate professionals? This timely session will help you do just that. Based on a survey conducted of hundreds of real estate relocation directors, panelists will share insights and offer solutions to many of the challenges facing them today. Participants in this session will: • Learn how to save money for the corporation, the transferring family or the relocation management company • Improve the relocation experience for the transferring family • Examine the overall process for the corporation and the RMC Audience: This session is designed for HR professionals, real estate professionals and other relocation service providers who handle housing for transferees. Help! My Mortgage Is Underwater and My Company Wants Me to Move!

Thursday, October 13, 1:45 – 3:00 p.m. Whether your employees bought at the peak of the market or the top of their budget, they may be struggling now and you need to understand how to help them and help your company achieve its goals. Employees nationwide are turning down relocation opportunities because they can’t get out from under their mortgage. Participants in this session will: • Discover the options available to their employees from loan modifications to short sales to deed in lieu∙ • Address how best to counsel employees • Hear how their peers are addressing these issues in their policies Audience: This session is designed for HR professionals, real estate professionals, relocation management company representatives and all those concerned with homeownership challenges for today’s employees. Delivering Technology Solutions to the Assignee

Thursday, October 13, 3:30 – 4:30 p.m. When selecting RMCs, corporate HR representatives need to understand what their options are for technology solutions. This session will explore technology services to determine what the assignee wants and/or needs versus what the industry can deliver. In a world where technology is changing quickly, learn what the expectation of assignees is, relative to the availability of on-line tools. Participants in this session will: • Understand trends around assignee expectations • Discuss current industry solutions and best practices • Discuss the cost benefits of delivering technology solutions Audience: This session is designed for HR professionals and service providers offering services to the transferee through the latest technology. Diversity Management in Working with Cross-cultural Teams

Thursday, October 13, 3:30 to 4:30 p.m. Business is changing dramatically and diversity management is a strategic business imperative. Global companies in particular must develop a holistic approach to including diverse cultures and valuing cultural intelligence. In this session attendees will have an opportunity to explore how best to work in a multi-cultural environment and how to manage effective cross-cultural teams. Participants in this session will: • Examine the role of diversity management in corporations • Learn the communication skills necessary in working with diverse teams • Understand the elements needed to make culturally diverse teams successful Audience: This session is designed for HR professionals and service providers looking for effective solutions for cross-cultural teams.

Educational Sessions

(continued)

Emerging Assignment Types: Global Nomads and the Extended Business Traveler

Thursday, October 13, 3:30 to 4:30 p.m. International assignments are changing dramatically, and the type of assignee is changing as well. In this outstanding session you will discover the different types of assignees now in the workplace and how to develop programs and policies to address their unique needs. Participants in this session will: • Understand the definition of global nomads and business travelers • Learn what industries have these types of assignees and hear about the benefits and risks • Identify immigration issues, tax concerns and compliance information that you need to know Audience: This session is designed for HR professionals and service providers who are working with the new assignee demographics. Mitigating Risks and Leveraging Best Practices to Ensure Secure and Cost-effective Assignments Into Emerging and Remote Countries

Thursday, October 13, 3:30 – 4:30 p.m. Emerging markets and remote locations can challenge even the most savvy, experienced mobility department and provider. When companies operate in or discover the need to expand into emerging or remote markets, transferring even one employee can be high-risk for all involved. Hear some of the life- and policy-changing experiences and the hard lessons learned. These stories and solutions will amaze audience members and help prevent or overcome similar situations in the future. Participants in this session will: • Understand the necessity to fully anticipate and manage the transferee’s needs in remote, emerging and sometimes hostile environments • Explore the global mobility supply chain and how it can be subjected to unanticipated variables in remote or hostile areas • Discover how to provide ongoing or immediate support in remote locations and how to prepare for emergencies Audience: This session is designed for HR professionals and service providers who are handling assignments into emerging and remote locations. Distressed Properties: Challenges, Opportunities and Solutions in Mobility

Thursday, October 13, 3:30 – 4:30 p.m. Short sales and foreclosures are here to stay, at least for the time being, and will continue to affect employee mobility policies and decisions. How does a short sale or foreclosure factor into an individual mobility decision for an employee or a corporation? How do these types of real estate transactions affect employee compensation and benefits? In this market, pre-decision, flexibility and sensitivity are keys to success. This session will provide you with an understanding of what these types of real estate scenarios are and how they affect the relevant local market as well as corporate policies. Participants in this session will: • Explore loss-on-sale policy recommendations • Discover creative alternatives for employees • Determine best practices for up-front due diligence and preplanning Audience: This session is designed for HR professionals, real estate professionals and relocation management company representatives. The Four “Rights” in Talent Mobility

Friday, October 14, 8:45 a.m. – 9:45 a.m. Mobility plays a strategic role in talent management. In this session you will discover strategies for selecting talent to match the business needs of your organization. Learn how to elevate the thinking about sending employees on international and domestic assignments. This session will create an opportunity for sharing best practices and

modeling how to do this well. Participants in this session will: • Explore talent management and what role it plays in mobility • Determine how your policies can support talent management • Learn how to move from managing a process to thinking strategically Audience: This session is designed for HR professionals who are exploring ways to play a strategic role in talent management. The International Assignee Retirement Onslaught – Are You Ready?

Friday, October 14, 8:45 a.m. – 9:45 a.m. “What do you mean I don’t have a pension? I spent my entire career working for this company and now you say I haven’t fully vested in any plan?” Have you had this conversation yet? If not, it may happen sooner than you think. Many companies with long-established global international assignment programs are now seeing increasing numbers of international assignees reach the age of retirement. In all too many cases, both assignees and human resource managers are shocked to find out the assignee may not be eligible for a full pension as the result of moving from country to country or from one legal entity to another. In some instances, legal restrictions may make it impossible for employees to continue to participate in the home country plan. There are many additional challenges such as benefits erosion due to currency fluctuation and addressing huge gaps between “hypothetical” pensions and actual distributions. This session will cover how these circumstances arise as well as whether employers should be responsible to make up these losses. Participants in this session will: • Gain a full understanding of the magnitude of the pension problem and why it exists • Explore a roadmap to responding to the circumstances of individual assignees when they occur • Receive an outline on how to address the pension issue from an organizational perspective Audience: This session is designed for HR professionals faced with the challenges of global pensions. Do You Know Where Your Business Traveler Is Sleeping... and Should You Care?

Friday, October 14, 8:45 a.m. – 9:45 a.m. Immigration compliance is a major concern of governments worldwide and an increase in enforcement efforts can impact small and large companies alike. This session will give you an update on recent legislative and policy changes that you should be aware of, as well as discuss ways to manage that risk globally while not becoming a pariah within your organization. Participants in this session will: • Investigate Ideas on how to implement a corporate policy ensuring compliance • Gain an understanding of the rules for business visitor visas • Acquire knowledge of enforcement activities and the potential impact on companies Audience: This session is designed for HR and global mobility professionals faced with ensuring the compliance of their business travelers. Today’s Synergetic Real Estate and Relocation Solution: Property Management

Friday, October 14, 8:45 a.m. – 9:45 a.m. This session provides a 360-degree look at how well-executed property management can provide a viable mobility solution for relocating employees and a highly synergistic business and product line strategy for real estate companies and relocation departments. Panelists will share examples of property management best practices as related to mobility, and how policies are being modified to include this important alternative. Participants in this session will: • Discover the reasons why property management should be a

8 component of corporate mobility policies Explore why mobility-focused real estate brokerages should offer this service • Review some of the property management modifications that are making their way into corporate policies Audience: This session is designed for HR representatives, real estate professionals, and relocation management company representatives. •

Policy Considerations for Companies with Low Transfer Volumes

Friday, October 14, 8:45 a.m. – 9:45 a.m. Developing a mobility program for an organization with fewer moves per year than some of the large multinational companies can be a challenge. This session will offer attendees an opportunity to understand the unique aspects of small-volume programs and help explore the options available to them. Participants in this session will: • Learn how to identify the specific needs of their organization • Discover cost-saving methods they can implement • Determine how to select the right providers for their corporate needs Audience: This session is designed for HR representatives looking for solutions to small-volume programs. Fireside Chat: Talent Management and Strategic Business Decisions

Friday, October 14, 8:45 a.m. – 9:45 a.m. Talent management has taken the stage as a strategic element of today’s business strategies. In this enlightening and thoughtprovoking session you will discover how HR can be a strategic partner in helping the corporation achieve its business objectives as it partners to deploy talent into the right areas. Participants in this session will: • Understand the value of HR becoming involved on the business side • Learn how HR can position itself as a strategic partner • Determine how knowing the business objectives can help the HR agenda Audience: This session is designed for all HR representatives. The Cost of Different Global Policies

Friday, October 14, 1:00 p.m. – 2:00 p.m. This session compares the costs, components and objectives of four different types of global policies: developmental, long term, core/ flex and short term. The attendees will explore mobility policies appropriate for his/her company’s specific mobility needs and determine the right policy to meet business objectives. Participants in this session will: • Obtain a clear understanding of the cost of each type of global policy • Investigate the components included in each policy • Discover the objective of each policy and when it should be employed Attendance: This session is designed for HR representatives and service providers offering counseling in global mobility policies. Changes in the U.S. Mortgage Industry – Who Moved My Mortgage

Friday, October 14, 1:00 – 2:00 p.m. Learn about the dramatic changes in regulations within the U.S. mortgage industry as well as the underlying structure of the industry and how those changes are impacting your home-buyers. Discover policy recommendations and practical process considerations given these changes. Participants in this session will: • Have a better sense of the very real changes in mortgage lending driven from outside of the industry

•

Gain practical policy and process counsel on how to prepare and protect transferees • Explore the government’s position in the mortgage industry Audience: This session is designed for HR professionals, relocation management company representatives, real estate professionals and all those interested in receiving an update on the mortgage industry. The Changing Role of the Mobility Leader

Friday, October 14, 1:00 – 2:00 p.m. How do you transition to a business partner role within your organization? This session will examine how mobility professionals are breaking out of the global mobility niche and becoming a more strategic partner within the corporation. Discover how to compete in this new arena. Participants in this session will: • Determine the required capabilities for developing a strategic role • Learn what they need to do to create this change • Explore how to differentiate themselves and add value Audience: This session is designed for HR professionals wishing to move into a more strategic role. De-mystifying the International Household Goods Moving Process: Driving Out Complexity and Driving Up ROI

Friday, October 14, 1:00 – 2:00 p.m. Global mobility may not be “business as usual,” but this session will take the mystery out of moving household goods internationally in the year ahead. From security measures that affect the global moving process to an understanding of all the cost components that go into an international move - discover how companies can mitigate risk and ensure more cost effective moves throughout the world. As one of the last sessions in this jam-packed conference, audience members will be treated to a “did you know” DVD, followed by an interactive game-show format with one lucky audience member winning a “didn’t expect that” grand prize. Participants in this session will: • Explore the lifecycle of an international household goods shipment and how proper global supply chain sourcing strategies can vastly influence the performance, value and costs of an international move • Gain a deeper understanding of each lifecycle component and how the factors of cost, transit time and security are engineered to produce the best solution for the client and the transferee • Discover newfound knowledge on how to secure the most costeffective move solutions that can best fit service objectives and fiscal priorities Audience: This session is designed for HR professionals, relocation management company representatives and real estate professionals. Short-term Assignments – Are They Working?

Friday, October 14, 1:00 – 2:00 p.m. Are short-term assignments an integral part of your global mobility strategy or just a less costly option? Join your colleagues in sharing the pros and cons of these critical assignments based on a discussion of successes and challenges attendees have faced. Gather and share some best practice policy suggestions for consideration as companies examine their short-term assignment activity and whether or not those assignments are achieving the desired results. Participants in this session will: • Define the parameters of a short-term assignment • Learn the components of successful policies • Discover what changes have been made to improve these policies Audience: This session is designed for HR professionals and service providers involved with short-term assignment policies. Thought Leaders Professional Development Session

Friday, October 14, 1:00 – 2:00 p.m. and 2:30 – 3:30 p.m. Watch our website for additional information on the topic for this session.

9 Pre-decision Teamwork: Helping Transferees Make Informed Transfer Decisions

Friday, October 14, 2:30 – 3:30 p.m. Explain the value of pre-decision data and counseling in creating a good mobility outcome for U.S. domestic transferees, and the strategies and processes that can enable all parties to work in tandem to help employees make the best decisions for themselves and their families. Panelists will share case studies illustrating how this up-front due diligence pays off for all. Participants in this session will: • Discover why we need pre-decision in relocation in the U.S. • Explore the respective roles of corporations, relocation management companies and real estate professionals in the pre-decision process • Examine how a good pre-decision process can work to everyone’s advantage when properly deployed Audience: This session is designed for HR professionals, relocation management company representatives and real estate professionals engaged in the pre-decision process. Addressing the Generational Differences Among Transferees

Friday, October 14, 2:30 – 3:30 p.m. Today’s mobile workforce is filled with employees from a wide array of generations. It is critical that we understand each component generation and the values, expectations, needs and preferences they have. This session will explore how employers and service providers will need to approach the new mobility workforce and how generational differences affect an employee’s outlook about career and career mobility. Participants in this session will: • Determine the willingness of young professionals to relocate or take assignments • Evaluate the expectations of different generations with regard to policy design • Analyze the preferred methods of program support and communication for the new generation of transferees Audience: This session is designed for all attendees who are developing policies and services for transferees from different generations.

General Information What does your registration fee include?

• • • • • • • • • • •

Opening general session Professional educational sessions Personal and professional development sessions Admission to the Exhibit Hall Opening Reception on Wednesday Refreshment Breaks throughout the Symposium Awards Luncheon on Thursday Networking Reception and Exhibits on Thursday Global All-stars Session on Friday morning Networking Brunch on Friday Farewell Reception on Friday afternoon

Continuing Education Credit

The Global Workforce Symposium offers a total of 15 credits for CRP® recertification and 15 credits for GMS® recertification. Approval is pending for HRCI continuing education credit. Visa Application Letter Request

If you require a formal letter to be sent for purposes of obtaining a travel visa, please contact our office at meetings@WorldwideERC.org. or visit our website at www.WorldwideERC.org to complete the visa application form.

Guest Package

Worldwide ERC®’s guest package has been designed to offer your guest the opportunity to participate in the social events of the Symposium, while allowing time to explore the entertaining points of interest in and around Denver. The following events are included in the Guest Package: • Wednesday evening opening reception in the exhibition hall • Thursday morning opening general session • Thursday evening reception in the exhibition hall • Friday brunch in the exhibition hall Worldwide ERC® subsidizes the guest package, therefore it is not available to individuals who are involved in any way with workforce mobility or the relocation industry. The guest package may not be used in lieu of registration. Symposium Location and Information

The Colorado Convention Center The Colorado Convention Center will house all the main events for the Symposium. It is a well-designed, state-of-the-art facility with easy traffic flow and everything you need in a stunningly beautiful building in the heart of downtown Denver. Expanded in 2005, well-known as one of the most practical and “user friendly” meeting facilities in the country, the Colorado Convention Center is located within easy walking distance of hotels, restaurants, theatres of the Denver Performing Arts Complex and a wide variety of shopping and retail outlets. Hotel Reservations

All hotel reservations will be handled online and directly with the hotels. Refer to the Worldwide ERC® website for a direct link to hotel reservations. To receive special conference rates, book your room on or before September 12, 2011 at either hotel below. Hyatt Regency Denver www.hyattregencydenver.com, or +1 800 633-7313 The headquarters hotel for our Symposium, the Hyatt Regency Denver is situated adjacent to the Colorado Convention Center. Its fourstory sunlit atrium features an escalator that offers stunning views of the mountains, as does its guestrooms. The hotel’s contemporary Colorado architecture is a constant reminder of its rich and fascinating surroundings. Grand Hyatt Denver www.granddenver.hyatt.com, or +1 800 633-7313 Alternatively, you can stay at the Grand Hyatt Denver. Ideally situated in the Central Business District, Grand Hyatt Denver places you in the heart of the city’s commerce, finance and entertainment centers. It is located just a few blocks from the Colorado Convention Center, and one block from the Sixteenth Street Mall shuttle.

Airport Transportation

Both the Hyatt Regency Denver and Grand Hyatt Denver are accessible from Denver International Airport via the Super Shuttle ($19 per person each way) and Yellow Taxi Cab (approximately $50 each way). All ground transportation services at Denver International Airport are located in Jeppsen Terminal, Level 5. Dress Code/Weather

Dress for all functions during the Symposium is business casual. Cool days and chilly nights abound in Denver. The average high in October is 66 degrees; average low is 36 degrees. Bring sweaters or jackets to all sessions – the rooms in the convention center can be cool. Substitution and Cancellation Policies

Substitutions for persons originally registered for the meeting will be subject to a $50 processing fee. Cancellations by e-mail or letter received in the Worldwide ERC® office after August 2 will be subject to a cancellation fee of $100 per registration and $50 for guest/optional packages. No refunds can be made for cancellations received after September 12.

Worldwide ERC® Registration Form 2011 Global Workforce Symposium October 12-14, 2011 Denver, Colorado, U.S.A. Registration Information (please print all information)

FOR OFFICE USE ONLY No. Co.No. Cat Date WEB

Worldwide ERC 4401 Wilson Blvd. Suite 510 Arlington, VA 22203

Please check the boxes that apply to you: I am involved in: global mobility  U.S. domestic mobility  I am a YP40 (Young Professionals 40 or under)

Name: Position/Title: Company Name: Address: City/State/Postal Code: Country: E-mail:

both

Phone:

 The above is a new address. All future Worldwide ERC® information should be sent to this address.

Information for Badge (if different from above) Nickname: Applications and payments Full Name: received after September Company Name: 20, 2011 WILL NOT appear on the registration list. City/State/Country: Introductory Offer for First-time Corporate HR Attendees

Service Charges Substitu ions for persons originally registered for he mee ing will be subject to a $50 processing fee. Cancellations by email or letter, received in the Worldwide ERC® office after August 2 will be subject to a cancellation fee of $100 per registra ion, plus $50 for guest/optional packages. No refunds can be made for cancellations received after September 12.

 I am both: a first-time Symposium attendee and a Corporate/HR representative respons ble for workforce mobility for my organization’s own employees and that I am not involved in marketing, consulting, or any other commercial aspect of providing services related to workforce mobility for any organization.

General Symposium Registration ®  Worldwide ERC Member Registration

General Symposium Registration fee waived for first-time Corporate HR Attendees Register and Submit Payment: Early Fee Until After By Aug 2 Sept 5 Sept 5

$1245

$1345

$1445

$1545

$1645

Included

$1195

$400

 GMS Module 2: Policy Alternatives, Strategies and Tactics for Global

$450

Workforce Mobility (Tuesday, October 11, 8:00 a.m. – 4:00 p.m.)  GMS Module 3: The Intercultural Challenge: Doing Business Globally

$450

$350

Included

$195

$225

 Non-Worldwide ERC Member Registration Attendee who does not hold an individual PERC™ membership. This fee includes a complimentary trial PERC™ membership. ( Please check here if you do NOT wish to receive membership benefits.)

Optional Program Registration  Corporate Mobility Benchmarking Workshop (Open only to Corporate HR

Professionals) Wednesday, October 12, 1:30-5:00 pm  GMS Training Package: (Sign up for all three courses and save!)  GMS Module 1: Applied International Assignment Policy Development (Offered online only. The Module 1 online program is available to GMS™ registrants. If you have registered for all three modules, we recommend that you complete Module 1 online prior to attending Modules 2 and 3 in Denver.)

(Wednesday, October 12, 8:00 a.m. – 4:00 p.m.)

 Premium Symposium Audio Package Have access to all the session recordings from the Symposium at a special pre-Symposium rate. (A $450 value – reduced fee is available only to Symposium attendees.)

 Post-Symposium Webinar Bonus Offer: Included in registration fee! Please select preferred date and time

 October 20, 12 Noon EDT

 October 24, 9 00 p.m. EDT  October 25, 9:00 a.m. EDT

 Foundation Walk (Friday, Oct 14, 7:00 – 8:00 a.m.) *Donation to participate

Guest Package Registration  Symposium Guest Package ***To be eligible for the guest package, the guest must have no commercial interest in workforce mobility and may not be employed by any company within the workforce mobility industry

Guest Nickname: Guest Full Name: Guest City/State/Country:

Total Fees: $

Method of Payment  Wire Transfer in the amount of $

(Contact meetingregistration@WorldwideERC.org or +1 703 842 3420 for instructions)

 Check in the amount of $  Credit Card (please check one)

(Please make payable to Worldwide ERC )

Card Number:



American Express



Mastercard

 VISA Exp Date:

Cardholder’s Name: Please check here if you require special accommodations to fully participate and have attached a written description of your needs. **To reserve hotel accommodations, visit our website at www.WorldwideERC.org

Transforming The FUTURE Worldwide ERC速 Global Workforce Symposium OCTOBER 12-14, 2011

Denver, Colorado, USA

4401 Wilson Blvd, Suite 510 Arlington, VA 22203 USA

E! UR T FU e TO HE e th s T e tie l Y AD RM to s uni oba E l t R T SFO ide por e G sium E s G AN in op th po ! at ym ay TR ok ng e i o l t L ci ab e S tod ex ail forc ster av ork egi W dr an