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The Scottsdale Plaza March 21st, 2014


Click to edit Master title style 8:00 am 8:00 am – 9:15 am Corporate Attendees Only LaVinca Room

8:00 am – 9:00 am Grande Ballroom D

9:00 am – 9:15 am Grande Ballroom D

9:15 am – 10:15 am Grande Ballroom D

Registration Open Corporate Roundtable Discussion **Corporate Only** Facilitator: Andy Galecke – Expat Relocation Solutions Breakfast and Networking Welcome Address Mickey Matteson, ARA President Panel Discussion – Insourcing Your Program Business Facilitator: Sheri Sinaga - AIReS Panel: Geraldine Morales – Intel / Monica Schooler - Bechtel

10:15 am – 10:30 am

Break

10:30 am – 11:30 am

Economic Update Barry Broome, GPEC President

Grande Ballroom D

11:30 am – 12:30 pm Grande Ballroom D

12:30 pm - 1:30 pm Terraza

1:30 pm - 2:30 pm Grande Ballroom D

Business Traveler and Immigration Around the World Julie Pearl and Addie Hogan – Pearl Law Group Lunch and Networking (outside under the tent) Panel Discussion - RFPs Facilitator: Josh Hyatt – Plus Relocation Panel: John Fernandez – Global Mobility Solutions / Michael Farmer – Quicken Loans / Scott Enoch – Journey’s End

2:30 pm – 2:45 pm

Break

2:45 pm – 3:15 pm

Financial Report Katie Rudnick – Premia Relocation Mortgage

Grande Ballroom D

3:30 pm - 4:20 pm Grande Ballroom D

4:15 pm – 4:30 pm Grande Ballroom D

4:30 pm – 6:30 pm Garden Court Terrace

Time is Money

A Strategic Roadmap to Market Excellence Scott Hamilton – Executive Next Practices Institute Closing Remarks Networking Charity Reception benefiting Honor Flight of Arizona ***Sponsored by Pearl Law Group***

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Thank You!

Charity Donations

2013 ARA Board of Directors President Mickey Matteson Vice President Linda Shawn Treasurer Marc Krebs Secretary Florence Baird Assistant Juliette Fogo Director of Community Services Christina Mills Assistants Jana Pounder and Kerri Amman Director of Education Bernadette Fargo Assistant Emely Hanson Director of Training Martha Bennett Director of Marketing Fern Shaw Assistant Kim Krollman Director of Membership Steve Townsend Membership Committee Gustavo Higuera

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Scottsdale Plaza Resort – 2 Night stay The Phoenician Golf – Foursome $100 Gift Card – Bristol (Restaurant TBD) Champagne Basket, Red Wine & Port Basket, White Wine Basket – Oakwood $200 VISA Gift Card – Quicken Loans SCRC Membership BAMM Membership WERC Conference Registration $50 Gift Card – Expat Relocation $50 Value - BAMM Meeting 2 D-Backs vs. Dodgers Tickets (May 18th) – Dircks Moving and Logistics 2 cases of golf balls (Titleist DT Solo) – Wells Fargo Apple TV – Premia Relocation Mortgage Bottle of Wine – Nomad Corporate Housing Basket of Goodies – BridgeStreet3 Tommy LaSorda Autograph wine & memorabilia – Matteson Family

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Honor Our Vets

Welcome to the 11th Annual Best of the West Relocation Summit! The ARA is off to another great year and it all starts with the Best of the West conference. We have survived the perfect storm of the mobility industry and we are learning to live in a new business world. This year’s relocation summit, Make it Matter, will give you the tools to help you do just that. We will discuss insourcing, working with suppliers, RFPs, leadership, mortgages, and even the economic state of Phoenix. We hope that the sessions today will arm you with ideas to help you make every day count! The ARA and its new 2014 board members will be working hard to Make it Matter this year. We will be working to bring you great educations sessions, networking opportunities, and grow our corporate and supplier memberships. We hope that you will help us by spreading the word about the ARA. I would like to take a moment thank our sponsors who have made today’s event possible. Their support of the relocation summit and generosity over the years has helped make the ARA what it is today. They continuously rally around us and we are honored that many of them are here with us today. Please take a moment to thank them as you see them at today’s event. I would also like to thank our board members. We are a volunteer organization and what you see today wouldn’t be possible without several late nights, missed dinners, and tireless emails and phone calls. I am privileged to work side by side with some of the best relocation minds in our industry and honored to be their President. Thank you,

Mickey Matteson Mickey Matteson, CRP | President, Arizona Relocation Alliance Director of Business Development | Emigra Ogletree Worldwide

Freedom isn’t free! Honor Flight is ARA’s selected BOW charity recipient Please join us following the conference!

Superstar Supporters! Oakwood is donating $2500 and Brookfield is donating $1500 to Honor Flight 4


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Wake Your Dream

Corporate Roundtable Facilitator Andy Galecke – Expat Relocation Solutions Andy Galecke has been in the transportation industry for 20 years and has a proven track record working with Fortune 500 companies. His experience started at age seventeen while working at his grandfather's freight forwarding company in Milwaukee, WI. Andy is the third generation to work in the transportation industry. His experience and prior positions include ocean/air freight forwarding, household goods transportation, customs brokerage, NVOCC, relocation coordinator, operations manager, general manager and director of business development. Andy's current role is Vice President, National Sales for Expat Relocation Solutions. In his free time he enjoys competing in triathlons, half-marathons and volunteering.

Opening Remarks Mickey Matteson, CRP – Emigra Ogletree Worldwide Mickey has been in the mobility industry for over 10 years and is the current President of the Arizona Relocation Alliance. She has a held a broad range of roles, including Business Development Director, Counselor, Expense Analyst, and Account Executive. Her background includes work in sales, client management, compensation, cost accounting, and operations. Mickey also holds a CRP designation and is active within Worldwide ERC. She has served on Worldwide ERC’s Mobility Editorial Advisory Committee and as the Director of Marketing & Communications for the Arizona Relocation Alliance. In 2013, she received a Meritorious Service Award from WERC for her service to the industry & Honorable mention from FEM as Global Mobility Professional of the Year. Mickey is currently employee with Emigra Ogletree Worldwide as the Director of Business Development. She provides support to current and prospective clients as they explore a relationship with EOW.

Panel Discussion: Insourcing your Program Business Facilitator: Sheri Sinaga, GMS - AIReS Sheri is a national account manager with AIReS and has extensive background in domestic and international relocation with a depth of knowledge of the relocation industry and continuing trends. Sheri has been a member of the Employee Relocation Council (Worldwide ERC®) International Advisory Committee, a Worldwide ERC® Faculty Member and a member of the Worldwide ERC® International Forum Planning Committee. She has also been reappointed by Worldwide ERC® to serve as Chair of the Global Mobility Specialist (GMS) Recertification Committee for a second one-year term. Sheri completed her doctorate program at the prestigious Union Institute, Cincinnati, OH in Intercultural communications in International Business. She has lived, worked and traveled to 45 countries. Active participant in industry trade organizations: Worldwide ERC, Southern California Relocation Council (SCRC).

Panelist: Geraldine Morales – Intel Geraldine Morales is currently a Program Manager in the Global Relocation Program Office at Intel Corporation. She has been with the Relocation Group for 7 years, in various roles. Geraldine has worked for Intel for 19 years in the US, Ireland and The Netherlands. She has a Bachelor in Business Studies and a Masters in Supply Chain Management.

Panelist: Monica Schooler – Bechtel Monica Schooler is currently the Bechtel Global Mobility Center (BGMC) Manager in Glendale, AZ. The BGMC organization has a global presence in London, UK, Santiago, Chile and Brisbane, Australia. Monica has been with Bechtel for 16+ years in various HR specialist/management roles in Richland, WA, Idaho Falls, ID, Richmond, KY, Frederick, MD and Glendale. She has an MBA degree from Washington State University and has many years of relocation experience particularly in policy and processes.

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Never Give Up

Economic Update Barry Broome – GPEC President Broome is at the helm of one of the longest-standing regional public-private partnerships for economic development. He is a proven leader with nearly 25 years of experience in community building and economic development, new company creation, formation of public-private partnerships and public policy design. Broome’s tenure at GPEC has led to the attraction of 225 companies, creating 40,500 jobs and more than $8 billion in capital investment to Greater Phoenix. Broome recently worked to secure Apple in Mesa, a game-changing project that will create 700 jobs and more than $1 billion in capital investment. He’s also worked to attract investment from many of the region’s notable companies such as Intel, GoDaddy, Yelp, PayPal, Amazon and scores of others. In 2013, Broome was named Economic Developer of the Year by the Arizona Association of Economic Development and was the recipient of the Greater Phoenix Black Chamber of Commerce’s Chairman Award. Under his leadership, GPEC was ranked the No. 1 regional economic development organization in the U.S. among site-selection consultants in 2011 and was recognized that same year by the Arizona Association for Economic Development as Organization of the Year. Broome is credited with developing economic development programs that have redefined public policy and improved statewide competitiveness. Prior to GPEC, Broome was shaping Kalamazoo, Michigan’s economy through a university, life science and venture capital strategy. Broome founded Southwest Michigan First from a small metal desk at the regional Chamber of Commerce, with a $150,000 operating budget and a $1.7 million shortfall. Four years later, Broome had raised $55 million, the organization was recognized as a Top 20 economic development agency in the country by Site Selection magazine and it appeared in Inc magazine’s Fast 50. Also honored as Michigan’s Economic Developer of the Year, Broome built the Southwest Michigan Innovation Center, launching 14 life science start-ups and 23 new ventures. Broome currently serves on the boards of the AGUILA Youth Leadership Institute and the Arizona Business and Education Coalition. He was chair of the International Economic Development Council’s 2008 annual conference and chaired the economic development subcommittee for the City of Phoenix 2006 bond program.

Business Traveler and Immigration Around the World Addie Hogan – Pearl Law Group Addie Hogan as been dedicated to the practice of corporate immigration law since 2000, representing diverse employers, from start-up companies to Fortune 500 technology clients. She provides counsel on all types of U.S. business immigration transactions, and advises on corporate immigration policies, planning, and compliance. Her practice also includes managing global immigration programs for employers with multinational operations, and she is a leader in the firm’s pro bono efforts. She received degrees from UCLA and Santa Clara University School of Law.

Julie Pearl – Pearl Law Group Since founding her global immigration law firm nearly two decades ago, Julie Pearl has pioneered service enhancements and received top honors for her contributions to the business immigration field. Chambers Guide to Leading Lawyers names Julie the only “Star Individual” immigration attorney regionally and HR Executive Magazine ranks her among the nation’s Top 20 Immigration Attorneys. Her team continues to enhance the immigration technology that is used by millions of international employees and their HR/Legal colleagues (www.trackercorp.com). She received degrees from Stanford and Harvard Universities, and the University of California – Hastings College of Law. Recent awards for Pearl Law Group include Most Innovative Company in North America (Stevie Bronze), the SuperLawyers National Pro Bono Award, and Immigration Provider of the Year (EMMA). Other accolades include a Cisco Systems Growing with Technology Award (Customer Service Category) and a chapter in The Moral Advantage, Getting Ahead in Business by Doing the Right Thing (Stanford University Project on Good Works) for following the “Golden Rule” with clients. 6


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Just Do It

Panel Discussion: RFPs Facilitator: Josh Hyatt, CRP – Plus Relocation Josh Hyatt has over 10 years’ experience in the global mobility industry and currently holds the position of Director Business Development, Plus Relocation. Most importantly Josh has written over 600 relocation RFPs and over 200 Architectural Engineering RFPs. He knows the ins and outs of RFPs. What makes them successful and fail. Prior to joining Plus Relocation Josh was a National Sales Executive for ACS/Xerox Relocation. Josh has also worked for Paragon Relocation where he held the title of Global Business Development responsible for the Western region. Josh was 3 time business development person of the year during his tenure. In addition to business development roles, he has 10+ years of experience in marketing, and has held several Director level positions in the Architectural/Engineering, Telecom, and Hi-Tech/Dot Com industries, as well as holding the title as Manager, Marketing and Communications at Paragon Relocation. Josh has a BS, in Business Administration, from University of California, Riverside with a minor in marketing. He is a member of the Worldwide Employee Relocation Council (ERC) receiving his Certified Relocation Professional (CRP) designation in 2005.

Panelist: John Fernandez, GMS – Global Mobility Solutions John Fernandez serves as Vice President, Global Services. John’s primary responsibilities include leading a Global Team of Assignment Managers, supporting global sales opportunities and direct oversight of a global network of providers. John joined Global Mobility Solutions Executive Team with 15 years of mobility experience. The depth of John’s mobility experience also includes multiple assignments and domestic relocations of his own. He has lived and conducted business around the globe and speaks multiple languages. John holds a bachelor degree in Criminal Justice. In addition, he holds the Global Mobility Specialist (GMS) and ISO/Six Sigma Black Belt designations as well as a Global Leadership Certification from the Thunderbird School of International Management. Prior to his mobility career, John served as leader in the Behavioral Health industry and served honorably as an Air Defense Team Chief for the United States Army; earning multiple Army Commendation Medals and the Kuwaiti Freedom Citation.

Panelist: Michael Farner, CRP, GMS – Quicken Loans Working alongside Quicken Loans account management and mortgage banking teams, Michael focuses on leading the relocation teams growth in the Western half of the U.S. and supporting various key national partnerships. With more than 10 years of experience in relocation focused mortgage lending, Michael has experience in both lending and operations. Michael has been an active member of Worldwide ERC, serving as a panelist and speaker at many industry conferences and education sessions. Michael has his CRP and GMS designations.

Panelist: Scott Enoch – Journey’s End Scott Enoch joined Journey's End Relocation (JER) in 2013 as President. Prior to JER, Scott led the mobility function at a number of fortune 50 corporations which include AIG, Disney and Walmart. Scott began his relocation career at PHH Relocation (now Cartus) as a property manager. In this function Scott would manage the homes of employees relocating overseas on temporary assignments. Scott went on to gain valuable corporate experience as an onsite relocation consultant at Pfizer in New York City with Relocation Resources International. In 1999, Scott joined AIG and after several years became their Director of Global Mobility. After 10 years at AIG, Scott was relocated to Southern California to lead the global mobility function at the Walt Disney Company in Burbank, CA. With 20 years on the corporate side of relocation Scott brings to JER the perspective of the client. "I've spent 20 years as the client and have a pretty good perspective on the needs of the corporate client as well as expectations internally of the Global Mobility leader at their own corporation."

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Action is the Key

Financial Reform Katie Rudnick, CRP – Premia Relocation Mortgage Katie has over 16 years’ experience in the mortgage industry spending the last 10 years in Relocation Mortgage. She began her career with Bank of America where she worked at almost every level of the mortgage origination process before joining their Relocation Division in 2003. Katie joined the Premia Relocation Mortgage team in 2012 and is currently the West Coast Client Relations Manager responsible for Client Account Management for the West and Mountain Regions. Katie holds her CRP and is a member of WERC and many other regional groups. She is also currently Vice President of the Portland Relocation Council. Katie is a graduate of the University of Oregon with a degree in Finance.

A Strategic Roadmap to Market Excellence (Positioning Yourself & Your Organization for Extraordinary Success in 2014 – Putting It All Together at BOW) Scott Hamilton - President & CEO, Executive Next Practices Institute, Managing Director, NextWORKS™ Scott Hamilton has devoted over 20 years to the successful improvement of executive and workforce performance in global “Fortune 500” through mid-market companies. With a diverse background as both an internal corporate executive and external trusted advisor, Scott has helped leaders and organizations be more effective in how they execute strategy. His executive and organizational coaching expertise includes the use unique organization strategy-to-action programs, global workforce planning methods, internal branding projects, improved leadership team performance sessions and the pioneering use of “collective intelligence” alignment programs. He has worked with leaders at all levels in building on their strengths to maximize team commitment, focus and results in both start-up and established businesses. Scott’s industry exposure has been both broad and deep. He has held key executive roles and supported the execution of global strategic initiatives in such companies as McDonald’s, Nestle USA, Bergen Brunswig, AlliedSignal Distribution and DirecTV. Scott has also lead business and executive consulting practices that have coached hundreds of C-level leaders through strategic planning large-scale change efforts, teambuilding, and merger and acquisition/integration activity teams, and developed in-house executive development programs. Hamilton is also the Co-founder and Senior Partner of Allign, a company that has developed and introduced a proprietary process that integrates leadership vision an d performance expectations to align and focus the entire workforce into unified, accelerated and measurable action (AllignMaps™ www.allignteam.com). He is a frequent speaker to CEO groups, trade associations, private company functions and global conferences. Hamilton serves on the board of several organizations, including the (Medical) Device Alliance and Global (HR) Leader Association.

Support your local ERC Group – ARA needs you! Are you an ARA member yet? If not, why not?

BOW $90 Membership Deal! ARA Member Benefits  Working BOW  Knowledge Deal  Growth $90  Discounts

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We ď ™ You!


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Write it Down

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ARA 2014 Best of the West Program