Agenda

Day 1: Monday, March 26, 2012

Registration will be open from 11:00 a.m. – 7:00 p.m. PT and a Welcome Reception will be held at 6:00 p.m. PT.

12:00 p.m. – 1:00 p.m. PT
The Fundamentals of Relocation (Lunch Included)

Designed for new relocation professionals (HR, procurement and supply chain managers) who'd like an overview of fundamentals, latest policy trends and best practices. Bring your policy and questions as after the presentation, you'll have the opportunity to schedule a free, 20-minute counseling session on any policy concerns you have or help needed with your relocation program.

  • Presenters:
    David Barlow
    , SCRP, SGMS
    Senior Vice President, Senior Consultant
    SIRVA, Inc.

    Jill McDonald
    , CRP, GMS
    Director, Policy Consulting
    SIRVA, Inc.

1:00 p.m. – 3:45 p.m. PT
RELO Me (Lunch Included)

This interactive game session is designed to have participants live the life of a relocating employee as they go through the steps of a relocation; from listing a home to securing a mortgage, site visits to packing and closing. Participants will experience the highs and lows, twists and turns of a family moving within a corporate relocation program. Requires full time to complete.

  • Moderated by SIRVA staff

1:15 p.m. – 2:15 p.m. PT
Global Relocation Fundamentals


This session provides an overview of International Mobility, including best practices for managing various types of moves and assignments.  Participants will gain insight into the ways in which international mobility differs from US domestic mobility and will also learn practical tips associated with managing a global mobility program.

1:15 p.m. – 2:15 p.m. PT
Procurement Roundtable


Use this opportunity to network with other procurement professionals in an open session that covers the issues facing today's relocation procurement managers. We'll also discuss best practices and what to expect in 2012.

  • Presenters:
    Jon Gilbertson
    , GMS
    Vice President of Risk, Global Supply Chain & Procurement
    SIRVA, Inc.

2:30 p.m. – 3:30 p.m. PT
Procurement Fundamentals


What are the fundamentals of procurement and how do they apply to a professional services spend like Mobility? In this session, we will discuss the application of procurement best practices and managing your mobility spend along with the opportunities and challenges facing the procurement role and industry.

  • Presenter:
    Jon Gilbertson
    , GMS
    Vice President of Risk, Global Supply Chain & Procurement
    SIRVA, Inc.

2:30 p.m. – 3:30 p.m. PT
Global Roundtable


Discuss how to individualize your mobility policies and procedures on a global scale, and how to manage the challenges and opportunities of a global relocation in this peer-to-peer discussion.

  • Presenter:
    John O’Connell

    Vice President of Global Operations
    SIRVA, Inc.

    Kathryn Cassidy
    , CRP, GMS
    Vice President & General Manager, Global Assignment Services
    SIRVA, Inc.

3:45 p.m. – 4:45 p.m. PT
Domestic Roundtable


In today's businss environment, it is no longer 'business as usual.' Join this open session that focuses on today's biggest issues facing U.S. relocation.

  • Presenters:
    Debbie Balli
    , CRP, GMS
    President, Global Relocation Services
    SIRVA, Inc.

    David Barlow
    , SCRP, SGMS
    Senior Vice President, Senior Consultant
    SIRVA, Inc.

    Hank Roth

    Senior Counsel
    SIRVA, Inc.

Day 2: Tuesday, March 27, 2012

Breakfast will be served from 6:30 a.m. – 7:30 a.m. PT. Lunch and afternoon activities will begin at 12:30 p.m. PT, followed by dinner at 6:30 p.m. PT.

7:30 a.m. – 10:00 a.m. PT
General Session

The opening General Session will include welcome remarks from SIRVA’s CEO, Wes Lucas, and President of Global Relocation Services, Debbie Balli. Peggy Smith, SCRP, SGMS and CEO of Worldwide ERC®, will follow with a global update on the relocation industry from a human resources, real estate, and tax perspective.

Guest speaker Cam Marston will close the General Session with a look at the impact that four generations in today’s workforce has on productivity and retention.

10:20 a.m. – 11:20 a.m. PT
Breakout Sessions I (Choose one of the following)

Under Construction…Tools for navigating today’s home and finance markets

After crumbling from the financial, credit and real estate crises, the mortgage industry is under construction.   This session will provide updates on recent and future changes to the mortgage market and the impacts they have.  Hardhats provided.

THE REAL VALUE OF CULTURAL TRAINING: Guaranteeing the Return on Your Global Investment

In the 21st century, the “tipping point” for success is the ability to manage the intercultural challenges inherent in working globally.  This presentation will review the hard facts that make cultural training a requirement to insuring the total return on your organization’s global investment including the differences between "strategic" and "transactional" views of relocation, the criteria for effective cultural training and support and the critical elements of effective cultural programs.

  • Presenters:
    Kathryn Cassidy
    , CRP, GMS
    Vice President & General Manager, Global Assignment Services
    SIRVA, Inc.

    Dean Foster

    President
    DFA Intercultural Global Solutions

What’s So Different About Canada?

This session provides participants with an understanding of the differences in Canadian and US relocation, and recommends policy components and service delivery best practices to better position you to meet these special requirements.

  • Presenters:
    John O’Connell

    Vice President of Global Operations
    SIRVA, Inc.

    Julian Yates
    , Chartered MCIPD
    Vice President, Global Client Services
    SIRVA, Inc.

Increasing Your Success with Pre-Decision

A (Wise Buy) pre-decision program helps ensure the relocation policy, local real estate market and your candidate's home equity situation is reviewed before the relocation. This session provides the tools to make sure a relocation is in the best interests of both you and your mobile employee.

  • Presenters:
    Nick Stevovich
    , CRP
    Vice President, Relocation Account Management
    SIRVA, Inc.

    Pam Milani
    , CRP
    Director, Corporate Real Estate
    SIRVA, Inc.

Applying Procurement Practices to Mobility

Review procurement principles that help to reduce mobility spend and improve performance.  Uncover strategies for managing the spend cycle through proven cost reduction strategies, improved processes and enhanced supply chain performance. You will leave this sessions with mobility-focused procurement principals you can immediately apply to your supplier relationships.

11:30 a.m. – 12:30 p.m. PT
Breakout Sessions II (Choose one of the following)

Global Compensation & Payroll Administration: A Case Study in Outsourcing

Join a General Motors International Assignment Services leader to discuss the complexities of managing a global compensation and payroll service for international assignments. Or, as General Motors has commented, "Why wouldn't I outsource this process?" Learn how SIRVA and GM's partnership has supported a successful global compensation program for over 7 years.

  • Presenters:
    Deb Wilk

    Global Project Administrator, International Assignment Services
    General Motors

    Sue Wines

    Vice President, Global Compensation & Payroll Services
    SIRVA, Inc.

Riding the Elephant: Understanding Mobility Trends in India

We'll share the highlights of our India Mobility Report which discusses assignment types and cities in this emerging destination. The SIRVA India Mobility Report provides mobility policy and practices benchmark spanning major industries, various assignment types, and crucially across, Tier 1 and Non Tier 1 cities.

  • Presenter:
    Lorraine Jennings

    Manager IHR Consulting Services, Asia Pacific Middle East
    SIRVA, Inc.

Cost Containment & Spend Visibility Strategies

This session explores the latest strategies to help you identify savings while increasing transferee satisfaction. Learn how policy and cost analysis opportunities can assist your mobility program decision making, and how improved policy spend visibility and applications of cost containment can reduce your total cost of ownership.

  • Presenters:
    David Barlow
    , SCRP, SGMS
    Senior Vice President, Senior Consultant
    SIRVA, Inc.

    Jon Gilbertson
    , GMS
    Vice President of Risk, Global Supply Chain & Procurement
    SIRVA, Inc.

    Julian Yates
    , Chartered MCIPD
    Vice President, Global Client Services
    SIRVA, Inc.

An Inside (and Outside) View of Household Goods

Step outside to get an inside view of HHG! This session takes place in front of an actual Moving truck. Hear about the various processes involved in packing and moving, keys to a successful HHG move and the industry’s latest trends. After the presentation, have your picture taken from inside the truck, and Q&A with one of our moving agents.

  • Presenter:
    Ryan Kifus

    Vice President, Account Management
    SIRVA Moving Services

Day 3: Wednesday, March 28, 2012

7:30 a.m. – 8:30 a.m. PT
Breakfast with the SIRVA Leadership Team

8:30 a.m. – 9:30 a.m. PT
General Session Panel Discussion: Meeting Tomorrow’s Needs

This session explores what mobility specialists need tomorrow from their business partners to run a successful mobility program in the future.

  • Moderator:
    Paul Klemme
    , CRP
    President
    SIRVA Mortgage

    Client Panel: To Be Announced

9:40 a.m. – 10:40 a.m. PT
Breakout Sessions III (Choose one of the following)

The Importance of Talent Management

This session explores the importance of Talent Management and how excellent global mobility practices can facilitate a best in class Talent Management program. Improve your return on investment (ROI) with tips for retaining talent and developing future organization leaders more strategically and efficiently.

  • Presenters:
    Kathryn Cassidy
    , CRP, GMS
    Vice President & General Manager, Global Assignment Services
    SIRVA, Inc.

    Julian Yates
    , Chartered MCIPD
    Vice President, Global Client Services
    SIRVA, Inc.

Technologies that Enrich the Transferee and Corporate Client Experience

This session is designed to explore emerging technologies that  impact the day-to-day lives of corporate relocation managers and their mobile employees.  We will explore the use of business intelligence as an analytics tool, social network implication, the emerging role of enterprise cloud computing within relocation, and the use of mobile technologies.  We will also look at how technology has changed the relocation space over the past decade and what the future holds.

All You Need to Know about Lump Sums

Go deep into lump sums as we explore the benefits and challenges, discuss which relocation components are best suited to lump sum payout, and address common transferee questions.

  • Presenters:
    David Barlow
    , SCRP, SGMS
    Senior Vice President, Senior Consultant
    SIRVA, Inc.

    Nick Stevovich
    , CRP
    Vice President, Relocation Account Management
    SIRVA, Inc.

Top Ten Ways to Successfully Manage Suppliers

Join us as we count down the top ten principles, practices and methods you can utilize to achieve success in managing any supplier. Regardless of supplier-type or industry, these methods will not only improve service delivery and achieve cost savings, but will likely result in a loyalty from your suppliers that makes your organization their “supplier of choice.”

11:00 a.m. – 12:00 p.m. PT
General Session: Keynote Address from
Connie Chung

12:00 p.m. – 12:30 p.m. PT
General Session: Closing Remarks from
Wes Lucas and Debbie Balli

Boxed lunches will be available for all attendees. We invite anyone not departing immediately to join us for a Roundtable Luncheon from 12:30 p.m. – 1:45 p.m. PT.




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