Expatriate Management and Global Mobility Forum

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Summary

Summary

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Unravel some of the most demanding challenges you face when managing a global workforce. At this conference you will hear a wealth of best practice case studies on international assignment management from a range of multinational organisations. This event has been specially designed to assist in-house HR professionals responsible for the management and administration of expatriate’s and international employees.

This conference will provide you with the necessary tools to refine your mobility process to match changing business needs and objectives. It will give you the tools to ensure the success of every assignment through compliance, managing costs and developing flexible, competitive policies.

Confirmed Speakers:

  • GE Healthcare – Anne-Marie Bailey, Global Mobility Specialist, EMEA
  • Deloitte – Margaret Burton, Director
  • Brookfield Global Relocation Services Limited – Gill Aldred, Sr. Director, Consulting Services
  • Mars – Linda Lange, Global Mobility Manager, EMEA
  • Cranfield University School of Management – Dr. Noeleen Doherty, Senior Research Fellow
  • Ernst & Young LLP – Peter Ferrigno, EMEIA Area Leader, Human Capital
  • British American Tobacco – Catherine Birchall, Global Mobility and Reward
  • Reckitt Benckiser Group plc – Bola Ogun, Compensation & Benefits Director
  • Fujitsu – Adrian Hart, Vice President HR Global Business Group – Global Functions & Global expatriate management
  • Stonewall – Simon Feeke Client Group Manager
  • Diageo – David Wells, Director of Global Mobility
  • The Royal Bank of Scotland plc – Karen FitzGerald, Head of International Assignments, Group Reward
  • ENI International Resource – Caroline Thorley-Farrer, Global Mobility Consultant

Benefits of Attending

  • Develop flexible, competitive policies
  • Manage the challenges of setting up in emerging markets
  • Efficiently manage short term assignments
  • Comply with tax and immigration regulations
  • Manage the variations and fluctuations in cost of living, tax and interest rates
  • Minimise costs and ensue all assignments are successful
  • Prepare for future talent challenges
  • Network and debate best practice

What did previous delegates say about this event?

  • “Excellent Speakers. Really well balanced range of speakers & content” – HR Manager – International, Herbert Smith LLP
  • “Good balance of topics + content. Clear, concise + very useful – enjoyed the day” – Service Delivery Manger, Sterling
  • “Presented very well. Very happy with outcome. Symposium – Very impressive. Happy to attend more conferences organised by your company” – HR Manager, Commonwealth Secretariat
  • “Overall a well organised, useful conference” – Recruitment Manager International Operations
  • “Very interesting and informative – was pleased to attend” – Tax Analyst, ING Bank

Who should attend?

Directors, Heads and Managers of:

  • International HR Practitioners
  • Group Heads of HR
  • Global/ International Mobility Directors and Managers
  • Compensation and Benefits Directors
  • International Reward Directors
  • Expatriate Managers
  • Tax Experts
  • Global Pensions Directors
  • Heads and Directors of Colleague Relations / Employee Relations
  • Heads and Directors of International Assignments
  • Heads and Directors of Relocations

Programme

Programme

09:00 – 09:30 Coffee and registration
09:30 – 09:45 Introduction and opening address by conference chair

Dr. Noeleen Doherty, Senior Research Fellow, Cranfield University School of Management

09:45– 10:15 Aligning global mobility systems and policies with business outcomes
  • Implementing an end-to-end review and transitioning to a new state of global mobility
  • Ensuring buy-in and stakeholder engagement throughout transition
  • Achieving high level cost savings
  • Tracking and ensuring compliance

Karen FitzGerald, Head of International Assignments, Group Reward, The Royal Bank of Scotland plc

10:15 – 10:45 Aligning expatriate management with the business and becoming more strategic
  • Moving away from a transactional model
  • Centralising processes and procedures
  • Reducing costs associated with expatriate assignments
  • Ensuring assignments are aligned with business benefits

Adrian Hart, Vice President HR Global Business Group – Global Functions & Global expatriate management, Fujitsu

10:45 – 10:55 Questions and discussion with speakers
10:55 – 11:20 Refreshments and networking
11:20 – 12:00 Supplier management; getting the best value from your suppliers

David Wells, Director of Global Mobility, Diageo

11:20 – 12:00 Immigration update
  • Immigration in Context: Politics and Policies
  • Update on the UK ‘s Points Based System
  • UKBA audits and sponsor licence protection
  • European and global immigration developments

Margaret Burton, Director, Deloitte

12:00 – 12:40 Managing short term & commuter assignments and business travellers
  • Getting the policies right
  • Addressing specific business needs
  • Managing costs and tracking assignees
  • Lengths and patterns of mobility

Catherine Birchall, Global Mobility and Reward, British American Tobacco

12:00 – 12:40 Expatriate tax unravelled
  • Home and host country tax and social security requirements
  • Managing the tax withholding and administration process
  • When and how to tax equalise or tax protect
  • Keeping up to date with tax law changes

Peter Ferrigno, EMEIA Area Leader, Human Capital, Ernst & Young LLP

12:40 – 13:40 Lunch and networking

Panel Discussion

13:40 – 14:20 The impact of millennials on global mobility policies

Millennials, or Generation Y, is the generation born between approximately 1980 and 2000, further defined as entering the workplace beginning with the year 2000. A larger group than the immediately preceding Generation X, they are a seen as a diverse, technologically-savvy, connected and open-minded group who are reported to place great emphasis on personal development and work/life balance.

The ability of companies to understand what motivates and drives this group will be important if they are to attract and retain Millennial talent as it is estimated by some that by 2020 Millennials will form 50% of the global workforce.

The question then is: how do the experiences and perspectives of this demographic group impact their attitudes and expectations for an international component to their careers and in turn how does that impact their companies’ approach to international employee mobility?

Discussion facilitated by:
Gill Aldred, Sr. Director, Consulting Services, Brookfield Global Relocation Services Limited
Catherine Birchall, Global Mobility and Reward, British American Tobacco

14:20 – 15:00 TBC

Bola Ogun, Compensation & Benefits Director, Reckitt Benckiser Group plc

14:20 – 15:00 Ensuring the success of assignments
  • Structuring the assignment and applying consistency to the processes
  • Ensuring cost efficiency
  • Managing relocation and settling in processes
  • Developing cultural understanding, integration and localisation processes
  • Communication with assignees

Anne-Marie Bailey, Global Mobility Specialist, EMEA, GE Healthcare

15:00 – 15:40 Increasing diversity in the expatriate profile
  • Supporting gay staff on international assignments
  • Gay-friendly policies and practises
  • Supporting gay staff about relocation
  • Supporting staff in country

Simon Feeke Client Group Manager, Stonewall

15:00 – 15:40 Talent Management and Global Mobility – A new collaboration at Mars
  • Move of Global Mobility into Talent
  • Alignment between Talent and Mobility Strategy
  • Gap between business needs and available Talent
  • Repatriation Planning and Post-Assignment Retention

Linda Lange, Global Mobility Manager, EMEA, Mars

15:40 – 16:00 Refreshments and networking
16:00 – 17:30 Knowledge share networking wine and workshop – Sponsored by AIRINC

In round tables discuss your key global mobility challenge, half way through the session you will change tables so you can discuss experiences with a wider group of people.

Discussion facilitators:
Michael Joyce, Senior Manager, Client Solutions, AIRINC
Caroline Thorley-Farrer, Global Mobility Consultant, ENI International Resource

17:30 Chairman’s closing remarks and close of conference

Networking

Knowledge Share Networking Wine & Workshop

We are delighted to announce that this conference includes Symposium Events’ Knowledge Share Networking Wine and Workshop which is included in the programme after the presentations. This session will give you a chance to network further with colleagues and to share challenges and solutions to your mobility needs in a structured environment whilst enjoying a drink.

16:00 – 17:30 Knowledge share networking wine and workshop – Sponsored by AIRINC

In round tables discuss your key global mobility challenge, half way through the session you will change tables so you can discuss experiences with a wider group of people.

Discussion facilitators:
Michael Joyce, Senior Manager, Client Solutions, AIRINC
Caroline Thorley-Farrer, Global Mobility Consultant, ENI International Resource

airinclogo

Speakers

Speakers

Anne-Marie Bailey, Global Mobility Specialist, EMEA, GE Healthcare

 Anne-Marie Bailey
Anne-Marie currently holds the position of Regional Mobility Specialist for GE Healthcare, EMEA. She joined GE Healthcare’s in-house team in 2007. Prior to this role, Anne-Marie had spent the years between 2004 and 2006 with Cartus Relocation. Between 2002 and 2004 she was an Account Service Manager at Genesys conferencing. Anne-Marie specializes in assignment management, with an emphasis on the Europe, Middle East and Africa region.

Margaret Burton, Director, Deloitte

 Margaret Burton
Head of Deloitte’s UK immigration services group, Margaret has over 20 years experience managing global immigration client accounts and devising global migration strategy for multinational companies.

Her team in the UK specialises in corporate immigration policy reviews, providing immigration “health checks” focusing on immigration compliance and advice relating to all categories of UK visa application, including those for high net worth investors and entrepreneurs.

Margaret is a frequent guest speaker at immigration events in the UK and overseas.

Gill Aldred, Sr. Director, Consulting Services, Brookfield Global Relocation Services Limited

 Gill Aldred
Gill Aldred has more than 23 years experience in International Human Resources management in both corporate and consulting environments.

Over a period of 10 years, she held a variety of corporate HR and Mobility positions in the oil industry in Houston, Texas.

Gill joined Brookfield GRS in London in 1998, where she was involved in the management of compensation and assignment management projects for a major blue chip client. In 1999 she joined the Brookfield GRS Consulting Services group in the United States where her corporate experience and subject matter expertise brought a high standard of business-directed skill to many projects in Europe; North and South America; South East Asia; Africa; Australia and the Middle East. She remains in the Consulting Services group and is now based in the Brookfield GRS London office.

She has lived and worked in the United States, the United Kingdom and the United Arab Emirates and spent more than four years living in Nigeria. She currently lives near Cambridge in England.

Linda Lange, Global Mobility Manager, EMEA, Mars

 Linda Lange
Linda is a German national living since 6 years in the UK. She has obtained her Msc HRM from Surrey University in 2011. Linda has 4 years of experience in Global Mobility in which she worked with BNP Paribas, BDO and now Mars. She is primarily the Business Partner to the Petcare Segment of Mars in EMEA and currently working on a major project in the META region to create and implement a new Talent and Global Mobility strategy.

Dr. Noeleen Doherty, Senior Research Fellow, Cranfield University School of Management

 Dr. Noeleen Doherty
Combining both practitioner roles in previous employment as an Occupational Psychologist and academic experience Noeleen’s primary area of interest is in the dynamics of career management and development. She has studied high potential careers, the career transitions of managerial populations, talent management and the career implications of international working for both individuals and organizations. Her current research interests include the self-initiated expatriate experience, careers in the Third Sector and the field of work and well-being. She is editorial board member for Career Development International journal and has published widely in both practitioner and academic media, recently featuring in International Journal of Human Resource Management, British Journal of Management, Journal of Vocational Behavor and Career Development International.

Peter Ferrigno, EMEIA Area Leader, Human Capital, Ernst & Young LLP

 Peter Ferrigno
Peter Ferrigno is currently Area Leader for Ernst & Young’s Human Capital practice in Europe, Middle East, India and Africa. Peter has been working in tax for more than 23 years, and has spent 18 of those as an international assignee of one kind or another. He specialises in Expatriate Tax and Social Security, and how they interact around the world, plus has extensive experience in how to manage mobility programmes.

Catherine Birchall, Global Mobility and Reward, British American Tobacco

 Peter Ferrigno
Catherine’s career has ranged from HR Shared Services, HR Business Partner, Talent and now Global Mobility. Global Mobility within British American Tobacco is an exciting spectrum to work within, operating within 180 countries, over 80 of which are in the EEMEA Region, with around 960 global assignees. Global Mobility is an ever evolving space with new markets for the tobacco industry,
creating constantly challenging Centre of Excellence to work within.

Global Mobility is entering a new generation of assignees driving the discussion for a diverse and flexible platform, along with a cost efficient approach, in supporting the business mobilising
talent.

Adrian Hart, Vice President HR Global Business Group – Global Functions & Global expatriate management, Fujitsu

Awaiting biography.

Simon Feeke Client Group Manager, Stonewall

 Simon Feeke
Simon Feeke is Client Group Manager at Stonewall the leading equality charity for lesbian, gay and bisexual people. He leads the Diversity Champions programme, the employers forum for sexual orientation equality – which has over 600 major employer members, 116 with a global remit. With a personal portfolio of Banking and Financial Services clients Simon supports the diversity programmes of over 40 global firms including Goldman Sachs, Barclays and Mastercard. Part of his role is to help them navigate the barriers of sending gay staff on overseas assignments to some of the world’s most anti-gay regions. Before joining Stonewall, Simon worked for six years at WPP firm Kantar Media in Client Management.

David Wells, Director of Global Mobility, Diageo

David Wells is Director of Global Mobility for Diageo Plc, based in London. David has overall responsibility for the strategic and operational success of global mobility within Diageo. He has 20 years of global mobility experience. Prior to joining Diageo in December 2012, David was himself an expat based in Singapore as General Manager International Human Resources for International SOS.

David has also been a Director in the Ernst & Young Human Capital practice and spent 8 years at Rio Tinto Plc, where he built the global mobility function.

Sponsors

Sponsors

Interdean Relocation Services
Interdean Relocation Services
Thinking Relocation? Think Interdean.

Whether looking to expand into new territories or to leverage your human capital in core international markets, Interdean has the relocation service to support the needs of your business and your relocating employees.

Interdean provides the full range of relocation services to support businesses with international interests.

Part of the Santa Fe Group

As part of the Santa Fe Group, Interdean has 120 offices in 50 locations across the world and employs 3,150 dedicated professionals, increasing our capacity to deliver consistent relocation services globally.

We make it easy.

Zurich International Life
Zurich Insurance
International employee benefit solutions

Zurich International Life is part of the Zurich Financial Services Group, offering life insurance, investment and protection solutions throughout the world. We have proven capability of operating internationally and in tailoring our products and services to meet the local requirements of expatriates and multinational corporations of all sizes. With a local presence in Europe, the Middle and Far East, we’ve developed our knowledge and understanding of key markets, enabling us to meet the needs of our customers and business partners for over 20 years. Our standard or individually tailored financial solutions are both flexible and portable and ideally suited to support a globally mobile workforce.

Zurich – serving our customers for more than 135 years.

ACS International Schools
acsinternationalschoolslogo

Established over 40 years ago, ACS International Schools serves the educational needs of international and local families at its four schools: ACS Cobham, ACS Egham and ACS Hillingdon in the London area, and ACS Doha in Qatar.

All ACS schools are non-sectarian and co-educational (with boarding available at ACS Cobham). We accept students aged 2 to 18, and offer both American and international curricula, including the International Baccalaureate (IB).

All schools have state of the art facilities and a strong programme of co-curricular activities that support the schools’ strong student-centred philosophy.

AIRINC
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Established in 1954, AIRINC (Associates for International Research, Inc.) is a human resources consulting firm dedicated to facilitating global mobility.

AIRINC offers a wide range of expatriate compensation data services and global mobility advisory services, including compensation program design, policy development, benchmark surveys, and transition support. Whether a company is grappling with sending a first assignee, experiencing financial challenges, or contemplating a competitive review of an established program, AIRINC works to meet the specific needs of the client.

AIRINC is headquartered in Cambridge, Massachusetts, USA, and has full-service offices in Brussels, Amsterdam, London, and Hong Kong. www.air-inc.com

SIRVA
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A leading worldwide provider of relocation and moving solutions, SIRVA Worldwide, Inc. (www.sirva.com) provides more than 230,000 relocations per year to corporations, government employees, and individual consumers through its family of companies.

The Company delivers the best mobility experience at the lowest total cost to relocate through complete management of the global supply chain, the world’s leading global operations, industry-leading risk management processes, and full accountability and transparency of costs.

SIRVA’s family of companies includes Allied, Allied International, Allied Pickfords, Allied Special Products, DJK Residential, Global, northAmerican, northAmerican International, SIRVA Mortgage, SIRVA Relocation, SIRVA Move Management, SIRVA Global Relocation, Inc. and SIRVA Settlement.

BTR International
sirvalogo

We are an independent, UK based global mobility services company providing relocation and move management support to worldwide organisations, their assignees, families and partners relocating across the globe.

In addition to holding ISO9001, ISO14001 and FIDI FAIMplus accreditations, we are proud to be members of many internationally respected industry associations including EuRA, Worldwide ERC, IAM and BAR Overseas. We are committed to delivering the highest standards of service to provide mobility solutions tailored to the specific requirements of each of our clients.

BTR International: “Together, we’ll go further”.

Brookfield Global Relocation Services
brookfieldgrslogo

Brookfield Global Relocation Services is a full service provider of global relocation, assignment management, supply chain solutions and strategic consultancy to multinational organizations worldwide. We have built our reputation over 50 years, continuously demonstrating that we can deliver efficient, economical relocation services that keep our clients and their relocating employee’s best interests in mind.

Information for potential sponsors

If your organisation would be interested in promoting itself through the wide variety of exhibitions, sponsorship and marketing opportunities available at this event, please visit our sponsorship mini-site here or email or call William Porter at wporter@symposium-events.co.uk or 020 7231 5100.

Venue

Venue

Hilton Hotel, Canary Wharf, London
South Quay, Marsh Wall
London E14 9SH
TEL: 44-203-002-2300


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Offers

Attend for free

Are you interested in meeting with the conference exhibitors?

We currently have ten complimentary places to attend this event courtesy of the conference sponsors. To apply for one of these places please fill-in your details in link below and a member of the Symposium team will contact you to confirm if you have been successful. Please note terms and conditions apply and these typically include a requirement to attend three 1-on-1 meetings with the conference sponsors to discuss your needs and the sponsor’s services. The T’s and C’s are fully outlined in the booking form. To find out more about the sponsors please click on the sponsor tab above.

To apply for a free place click here.

Bring a colleague for half price

Book for a colleague to attend this event, or any other event, at the same time and the second delegate only pays half price.

Early bird discounts

Early Bord DiscountBook for this event by:

  • 19th April 2013 and SAVE 50%
  • 3rd May 2013 and SAVE 20%
  • 10th May 2013 and SAVE 15%
  • 31st May 2013 and save 10%

To obtain your discount, enter the code HR158EB in the shopping cart when requested or mention the offer when booking by telephone.

Discounts codes and vouchers

If you have received a special offer discount code or voucher, please book online as normal. When you reach the shopping cart you will be asked to imput your voucher code and your price will then be adjusted to match the offer you have received.

Gold Club member discounts

Members of our elite Gold Club benefit from 25% discounts on all events plus invitations to attend at least four events completely free of charge every year.

With over 30 events covering HR strategy, diversity, health & safety, pay & benefits, recruitment, training, employment law and more each year, your organisation could save £000′s on training.

Join the Gold Club here.

Special Offers – Notes & Conditions

  1. Delegates will be charged for the price agreed at the time of booking. We cannot exchange offers or discounts for alternative offers at a later date.
  2. Only one offer may be applied to a booking at any given time.
  3. All offers and discounts are cancelled if payment does not reach us by the due date as stated on the invoice.
  4. When booking for multiple events, the ‘Bring a colleague for half price’ offer applies to the cheapest event(s).

Book

How to Book

Book online here
or call the booking hotline: 020 7231 5100

Pricing

Rates
Ex VAT
Inc VAT
Standard Rate
NB This is for in-house practitioners only, suppliers and consultants see below.
£350.00
£420.00
Supplier Rate
Consultants and vendors to the market. Click here for more information about the supplier rate. Why not exhibit at this event instead? Click here for more information or contact Bill Porter on +44 (0) 20 7231 5100
£1250.00
£1500.00

Documentation

Presentations and other documentation relating to the event is supplied free to delegates. Non-attendees: £145.00 – Click here to order.

Special Offers
Only one special offer applies at any time. All discounts lapse if invoices are not paid by their due date, at which point the full registration fee will be payable.

Cancellations, Terms and Conditions
Cancellations can be made up to one month before the event. Cancellations must be confirmed in writing and will be subject to a cancellation charge of £100 + VAT. Cancellations at less than one month from the event date are be subject to full payment. Substitutions may be made at any date and are subject to a £100 + VAT administration fee.Non-payment or non-attendance does not constitute a cancellation. If you want to change to another course date, or different event, we will do our best to accommodate your request, but we reserve the right to refuse changes. Changes to dates and courses are subject to a £100+VAT administration fee.

Please see our full terms and conditions here .

How to pay
All payments must be received before the event.

Payment can be made online where you can pay by credit card or specify cheque, bank transfer or invoice etc. once you complete the registration form. Please note that we use Paypal to process our credit card payments (you do not need a Paypal account to use this option). See here for more information on paying by credit card.

Alternatively, if you request an invoice when booking you can pay by cheque, in GBP (£), made payable to Black and White Trading Limited and sent to: Black and White Trading Limited, Unit 401, Palmerston House, 80-86 Old Street, London, EC1V 9NN. BACS payments and bank transfers can also be made – account details will be supplied on your invoice.

Social

Social Media

Please use the following social media groups to network with attendees of the expatriate management and global mobility conference.

Expatriate Management and Global Mobility Forum Discussion Group
LinkedIn
This LinkedIn group is for those with an interest in global mobility and international HR to discuss the latest challenges, ask questions and to continue network with fellow delegates after the conference.

Follow us on Twitter
Twitter
Follow this event #SEExpat

The latest news and updates for all our conferences see https://twitter.com/SympEvents.

Join our Facebook group
Facebook
HR and conference news and discussions.

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