Agenda

Sessions subject to change and/or cancellation. Please check back for updates.
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Monday, March 7, 2016

10:00am - 6:00pm
Registration and Welcome Marketplace
Follow the directional signs to the Ritz Carlton Ballroom foyer and pick-up your
registration materials. While you are there, we invite you to browse SIRVA's
Marketplace in the Monarch Bay Courtyard, featuring a range of complimentary local
treats and products.

6:00pm - 9:00pm
Welcome Reception
Please join us at the Welcome Reception for a great networking opportunity.

Tuesday, March 8, 2016

6:30am - 7:45am
Breakfast - Monarch Bay Courtyard

8:00am - 9:20am
General Session
Our day begins with welcome remarks from SIRVAs CEO, Wes Lucas, and President of
Global Relocation Services,Debbie Balli. Also, Peggy Smith, SCRP, SGMS and CEO of
Worldwide ERC, offers a global update on the relocation industry.

9:30am - 10:25am
Breakout Session 1 (Choose one of the following)
Know Before You Go... Strategic Immigration for Global Mobility
Partnering with stakeholders to support the companys mobility needs, while staying
compliant, keeping costs reasonable, and leveraging the best long term immigration
option- is tricky, to say the least!

This session will explore the approach taken by Genentech Roche and Dell and include
insight from Gibney, Anthony and Flaherty, LLP. Among the key topics we will

explore are the following: communication strategies, education of the

stakeholders, identifying the best option, and managing the timeline.
Presenters:
TBD

Jessica Regenold
Vice President Global Business Analysis, Quality Reporting and Account Management
SIRVA, Inc.
Cost Containment... At What Price?
In an effort to reduce relocation program costs, companies often end up increasing
costs through poor policy changes, increased exceptions and unaccounted for spend. In
this session, hear from client panelists about the most common high cost elements of a
relocation program and smart ways to reduce cost. Learn methods for measuring the
success of global and domestic programs, and how to get the most out of partner
relationships.
Presenters:
Medina McDade, CRP, GMS-T
Director, Global-Corporate Relocation Shared Services
Wal-Mart Stores, Inc.
Jana DeSanto
Global Mobility Assignee Services Manager
PwC

Technology - How to Use it Better and Smarter

Technology plays a vital role in many aspects of mobility from integration to user
experience. See how IT teams partner with business functions to develop capabilities
that bring operational efficiencies and innovative solutions to their stakeholders. This
session will illustrate several solutions that SIRVA has developed for some of our

customers. You will hear from technical leaders at SIRVA as well as the client
stakeholders of these solutions.
Presenters:
Michelle Durkin DiPasquale
Director, Global Mobility Services
Honeywell
Dini Lavelle
Director, Int'l HR Global Mobility
Oracle
Fabiola Palacio
Senior Manager, Supplier & Policy for Relocation
Global Corporate Relocation - Shared Services
Wal-Mart Stores, Inc.
Matthew Dickerson, SCRP
Senior Vice President & Global Chief Information Officer
SIRVA, Inc.

10:30am - 11:25am
Breakout Session 2 (Choose one of the following)

Raising the Bar Creating an Exceptional Experience for the Executive VIP
As companies heighten their focus on attracting and retaining key talent, the need for
exceptional care of Executives throughout the mobility process becomes increasingly
critical. In response to this, SIRVA has introduced an Executive VIP Program designed to
meet the unique needs of these very important Transferees/Assignees. This session will
provide insight into the unique facets of our new EVIP Program, such as 24/7
accessibility, concierge mobility services and the reduction in points of contact. The
session will also provide an opportunity to hear directly from our EVIP Consultants as

they describe ways they focus on providing seamless service. Customers who have
utilized this program will also be on-hand to comment on their own experiences. This
session will provide not only an update on this new program but will also serve as an
opportunity to share knowledge regarding best practices when working with high level
VIPs.
Presenters:
Anne Bodin
Senior Vice President, US Domestic Operations & Risk Management
SIRVA, Inc.
John O'Connell
Senior Vice President, Global Operations
SIRVA, Inc.
John Martin
Executive Relocation Consultant
SIRVA, Inc.
A Day in the Life of a Mobility Manager
How do you support an assignment from Russia with the rapidly changing currency
valuation? How can we best support a domestic partnership relationship into the UAE?
Can we send an employee to work from a country where we do not have a legal entity?
The role of the Global Mobility Manager is a vast and wide role, including a requirement
for knowledge of global compensation, immigration, taxation and benefits. In this
interactive session we will discuss the myriad items that arise on a daily basis and how
best to address and respond to these with effective utilization of your mobility partners
and global resources.
Presenters:
Dini Lavelle
Director, Int'l HR Global Mobility
Oracle
Suzie Chapman
Vice President, Global Account Management
SIRVA, Inc.

Destination Africa - Trends, Challenges and Perspectives from one of the most
Demanding Emerging Markets in the World
Six of the worlds 12 fastest-growing economies are currently in Africa and with the
subsequent rise of urban populations and an increasing middle class, more and more
international organizations are relocating their talent to Africa. However, this growing
market poses many challenges around inflation rates and currency shortages, hardship
issues for relocating employees, local talent shortages, and compliance issues around
tax, immigration and security. Join our panel of experts for a discussion on African
mobility and learn first-hand how other organizations deal with the unique challenges
Africa can pose for your relocating employees.
Presenters:
Trevor Janes, GMS
Business Development Director
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 industrys latest trends. After the presentation, have
your picture taken from inside the truck, and Q&A with one of our moving agents.
Presenters:
Bobbi Maniglia
Vice President, Strategic Account Development
SIRVA Moving Services
Jamie Tierney
Vice President, National Account Management
Allied Van Lines

11:40am - 12:30pm
Client Panel - Today's Mobility Challenges
Listen as your peers discuss todays most relevant issues impacting the mobility function
today. Learn how industries across the board are addressing these challenges and how
to incorporate their solutions into your organization. Discover how aligning yourself
with business partners will help you to achieve success in a challenging economic
environment, and why the most successful organizations have changed their
philosophies from I think to the data suggests"

12:45pm
Lunch and afternoon activities will begin at 12:45pm. For a list of afternoon activities, please click here.

5:30pm - 10:00pm
Offsite Dinner
Shuttles to the offsite dinner will depart the Main Entrance of the Ritz Carlton beginning at 5:30pm. Return shuttles will
be provided at the conclusion of dinner.

Wednesday, March 9, 2016

7:00am 8:15am

Breakfast - Monarch Bay Courtyard

8:30am 9:25am
Breakout Session 3 (Choose one of the following)

Understanding the Full Meaning of Duty of Care

When considering Duty of Care, organizations often focus solely or primarily on their
legal obligation to protect their employees health and well-being. However, the
concept of Duty of Care extends to additional areas such as moral and social
responsibility, particularly when individuals are working or traveling outside of their
home country. During this session, we will review and discuss the various aspects of
Duty of Care. In addition, we will provide a framework for evaluating the various factors
that should be considered when developing an approach to this important
topic. Finally, we will discuss ways that companies can leverage mobility services in
order to ensure that they are successfully fulfilling their responsibilities to their
employees.

Presenters:

Tanya Thouw
Head of Global Mobility
SAP AG
John O'Connell
Senior Vice President, Global Operations
SIRVA, Inc.
Program Transformation and Policy Segmentation
Over a two year period, Owens Corning Global Mobility have embarked upon a
comprehensive transformation project with a clear strategic vision; to manage global
mobility in a manner that provides a flawless employee experience, that is financially
transparent and has the flexibility to support continued mobility transformation. This
journey has included a collection of all global mobility information from around the
globe, creating a new platform upon which mobility is managed and a global

deployment of the new program to ensure compliance and collaboration. In this session
we will review the transformation roadmap and ultimate program deployment with a
focus on segmentation.

Presenter:
Janet Kokenakes
Manager, Global Mobility
Owens Corning

Suzie Chapman
Vice President, Global Account Management
SIRVA, Inc

U.S. Housing - What's on the Horizon?

With the election year upon us, will 2016 be a good time to buy or sell a home? Join our
experts in real estate and mortgage services as we discuss what to expect in the coming
year. We will take a look at real estate trends for 2016 (inclusive of national and
regional statistics and projections). From a mortgage perspective, we will discuss how
2015's lending documentation changes have impacted the real estate market, and how
to help global employees moving to the US obtain mortgage financing without US
domestic credit scores.
Presenters:
Rick Hoover, CRP, GMS
Director, Client Services
SIRVA, Inc.
Matthew Morris, CRP, GMS
Director, Domestic Home Sale Services & Risk Management
SIRVA, Inc.

ReloTube. Documented. Real Life. Relocation Experiences.

This session documents the ups, downs, trials and tribulations of a domestic relocation
and a global assignment. View video clippings from Transferees/Assignees who
recorded their experiences throughout their relocations. In this interactive session, well
review and discuss their expected and unexpected experiences with the goal of
providing a unique way of understanding what your transferees/assignees experience
when they relocate.
Presenter:
Paul Klemme, CRP
President, SIRVA Mortgage
SIRVA, Inc.
9:30am 10:25am
Breakout Session 4 (Choose one of the following)
Mobility Policy Trending Now
Learn how corporations are updating their global and U.S. domestic mobility policies to
meet the needs of their transferring populations. Get a beat on the latest trends to
ensure your program is meeting the ever-changing economic landscape that directly
impacts mobility.
Presenters:
Mike Hekking
Vice President, Global Account Management
SIRVA, Inc.
Jill McDonald, CRP, GMS, CERP
Vice President, Policy Consulting
SIRVA, Inc.
Big Data - What is it and How can I Make it Work for Me?
From smart phones, tablets, and connectivity platforms to wearable tech, the Internet of
Things, and the Connected Home, technology continues to evolve the mobility

experience for all stakeholders. All this connectivity means that there are more data
points on the entire relocation process than ever before. In this session, we will address
what relocation data is available and how to derive insights from it to enhance mobility
programs through cost efficiencies, policy benchmarking and employee experience.

Presenter:
Matthew Dickerson, SCRP
Senior Vice President & Global Chief Information Officer
SIRVA, Inc.

"Baby, You Can Drive my Car"- a General Motors Case Study in Compensation
This session will focus on the process General Motors went through to move from 20+
pay agents around the globe calculating expat premiums and allowances to having one
provider handle all, i.e., need identification, concept, plan, implementation, and
efficiencies.

Presenters:
Debra Wilk
Global Mobility
General Motors LLC
Sean Raney
Senior Vice President, Global Compensation & Payroll Services
SIRVA, Inc.
Sue Wines
Global Mobility
General Motors LLC

10:45am - 11:45pam
Keynote and Closing

Please join us for the keynote address and closing remarks.

Boxed Lunches & Departures

A boxed lunch will be available for all attendees prior to departing. Airport shuttles
will depart every 30 minutes between 12:00pm - 3:00pm.

2015 SIRVA Worldwide, Inc. SIRVA and the SIRVA LOGO DESIGN are registered service
marks of a subsidiary of SIRVA, Inc.