Global Business Mobile Talent
June 8

on the


Global Economic Changes are Impacting Business and Talent

Transforming Organizations for Global Business

Linking Talent and Mobility with the Business
for Human Capital Asset Retention

Leveraging the new opportunities that emerge from the interaction of technology and society

Developing the

to be held at...
Bank of Montreal, 55 Bloor Street West, 3rd floor, Toronto ON M4W 3N5
Friday, June 8th 08:30 until 5:15 +reception

participate in the idea exchange, collaborate, thrive

Memo from
Ed Cohen, Developer & Moderator

Hello and a very warm welcome to the Canada GLOBAL HR BUSINESS CONFERENCE; our first in Toronto!

Today, during this dynamic education course, you will participate in the conversation on timely topics of common business interest for benchmarking and moreso, developing the NEW WAY FORWARD...anticipate the future; increase your understanding; take action... resulting in better relationships, enhanced rapport-building, collaborative efforts.


We are living in economic instability; it has been called a VUCA environment, i.e., Volatile, Uncertain, Complex, and Ambiguous. Organizations need to continue to create an agile and adaptable workforce and… this will take "enhanced training and communications" and a flexible Mobility policy. Throughout this streamlined, 1-day education workshop/conference we will discuss and focus on the meaning and influence of these 5 KEYWORDS

• Utilize audience-interactive collaborative learning.

• Identify what strategies company leaders need to deploy in order to galvanize their capital assets and human assets … both need to be fortified … to meet business/geo-political and economic challenges… domestic and global.

• Talent Mobility Policy becomes the “glue”, bringing-it-all together...

Lets come together, exchange ideas, collaborate, and thrive!
© Edwin B Cohen 2012. All Rights Reserved

GUARANTEE: I believe that you will take-away practical information, guidance, and new learning. We also believe that you should be able to utilize the take-away and or the new contacts or enhanced relationships immediately on the next business day. I therefore guarantee it and offer a free registration to one conference that we produce during 2012. - - Ed Cohen


07:30, check in desk opens
Coffee and…...


Presented by

08:50 until 09:50
Opening keynote

Presented by

MONA MALONE, Vice-President Human Resources, PHR;
BMO Financial Group

Mona Malone was appointed to the role of Vice President and HR Business Partner, Personal and Commercial Banking Canada effective June 2010. Mona began her career in 1994 as a consultant at Ernst & Young, where she focused on organizational strategy, human resources and transformational change. She joined BMO in 1996 at the Institute for Learning focusing on the design and development of learning programs. She was Senior Human Resources Manager for Corporate Electronic Banking from 1997-1999. Late in 1999, Mona worked as Director of Human Resources for epost (a joint venture of Canada Post Corporation) and was appointed Vice President of Marketing and Product Management in 2001. Mona returned to BMO in 2004 and held a variety of training and professional development roles at the Institute for Learning and for Capital Markets before being appointed to Vice President of Advanced Leadership and Management Development for BMO Financial Group in May 2008. In this role she was accountable for the orientation, risk & regulatory, management and leadership development programs for all levels of leaders across the company. Mona received her HBA from Ivey Business School at University of Western Ontario in 1994 and is a Certified Management Consultant. In addition, Mona is active with youth development organizations and a National Board member for the Duke of Edinburgh’s Award Program in Canada.

BMO Financial Group
Established in 1817 as Bank of Montreal, BMO Financial Group (TSX, NYSE: BMO) is a highly diversified financial services organization. With total assets of $477 billion as of July 31, 2011, and more than 47,000 employees, BMO provides a broad range of retail banking, wealth management and investment banking products and solutions. We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada’s leading wealth management firms, and BMO Capital MarketsTM, our North American investment and corporate banking division. In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and Harris Private Bank, with wealth management offices across the United States, as well as BMO Capital MarketsTM, our North American investment and corporate banking division. On July 5, 2011, BMO announced that it has completed the acquisition of Milwaukee-based Marshall & Ilsley Corporation (M&I). M&I Bank is combining with Harris Bank to form BMO Harris Bank N.A., part of BMO Financial Group. Customers will begin to see the new BMO Harris Bank name as the systems integration is completed over the next eighteen months. Until the integration is completed, BMO Harris Bank N.A. will operate former M&I bank branches under the M&I name. We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.

09:50 until 10:15
Coffee break
sponsor tables open

10:15 until 11:15

Presented by

President and CEO of G2nd Systems®

This program has been submitted for 1.00 General recertification credit hours toward PHR, SPHR and GPHR recertification through HRCertification Institute.

Your participation in this highly interactive seminar will increase your awareness about unique workplace challenges for HR professionals or managers, whose professional goals include working effectively with groups of people from multiple cultures and countries.

This session will identify emerging trends and introduce you to intercultural communication techniques to apply across multiple cultures simultaneously (today’s workplace), and provide examples about their use in a range of workplace scenarios to strengthen your situational leadership and professional goal attainment.

Through scenario examples, you will learn how trends involving the convergence of multiple cultures in the workplace affect business results.

You will also gain an understanding of how effectively using communication tools can strengthen leadership skills, professional relationships, and increase collaboration and opportunities in your workplace.

This seminar will prepare you to:

• Engage others to share ideas in meetings that include non-native and native English speakers and present more effectively to multicultural groups—both in-person and virtual interaction.

• Manage HR conversations and discussions more effectively

• Recognize importance of developing a result-oriented communication style that functions effectively across multiple cultures simultaneously

• Learn the difference between cross-cultural communication and intercultural communication… and why it matters to HR professionals more than ever before.

Lorelei Carobolante, GPHR, SCRP, SGMS, President and CEO of G2nd Systems®, is a recognized global HR subject matter expert focused on increasing global organizations’ effectiveness and creativity. An experienced entrepreneur, Carobolante has spent more than 20 years creating, developing, and managing successful organizations. After more than a decade of research, she was first to identify the need for Intercultural English in the workplace context. Carobolante’s passion for leveraging the benefits of diversity and inclusion to improve business outcomes led her to develop the innovative culturally-neutral Global Second Language® model and educational methodologies for non-native and native speakers of any language, to assess and strengthen linguistic competence, intercultural intelligence, and collaboration across multiple cultures at the same time.

An internationally published writer, Carobolante contributes her unique expertise to organizations that recognize the complexity of global competition. She is a former SHRM Global Special Expertise Panel member, SHRM Lead Global HR Subject Matter Expert and Global and Intercultural Design Consultant, and is currently working on a draft American National Standard for Diversity Programs in her role as a voting member of the ANSI/SHRM Organizational Diversity and Inclusion Program Taskforce, and Associate Chair of the US Technical Advisory Group for the ISO Technical Committee 260 for Human Resource Management (US TAG for ISO/TC260 HRM). She is a subject matter expert for Worldwide ERC (3-time Distinguished Service Awardee), and has contributed articles to its globally-distributed publication, MOBILITY Magazine since 1997. Carobolante serves on the WBEC-West Board of Directors, WBENC Women’s Leadership Forum, and WBENC Global Services & Programs Committee. WBENC is the largest third-party certifier of businesses owned, controlled, and operated by women in the United States and leading advocate of women-owned businesses as suppliers to U.S. corporations.

About G2nd Systems. G2nd Systems® is a strategic, language-based communications consultancy with recognized global HR expertise, enabling corporations to enhance intercultural communication skills for their managers, teams and organizations. In a global workplace where multilingual professionals (native and non-native English speakers) collaborate regularly, G2nd Systems identifies crucial gaps in business communications. We then provide focused interventions involving effective language, accent clarity, and interaction strategies to ameliorate those gaps.

11:15 until 11:25... BREAK

11:25 until 12:30
audience participation

Moderator: ED COHEN,

panel: thought-leaders ...corporate representatives and subject-matter experts will include...

MANISHA BURMAN is VP Talent Strategy, responsible for BMO’s overall approach and execution of programs related to talent management, employee engagement and insights, and human capital planning. Manisha’s mandate includes a Talent Advisory practice, whose focus is to strengthen our talent practices and discipline by working with senior leaders in each of our businesses to assess, calibrate, develop and move talent across the organization.

TERRI OLIVER holds the position of Director of Global Mobility at Manulife Financial as a member of the Global Rewards team. In her role Terri is responsible for leading the development, implementation and management of all Manulife relocation, expatriate and international compensation programs including policy and program development, communications and management of global assignees. Terri also holds a key role in the global talent mobility project, one of the Global HR initiatives, to enhance and further develop Manulife’s global mobility programs to support our goal of being an employer of choice in all of our key markets.

BOB JOHNSON is the Vice President Client Relations for TheMIGroup. Bob is also a shareholder in the company, sits on its Management and Executive Boards, holds the Certified Relocation Professional designation from the US Employee Relocation Council and CERP designation from the Canadian Employee Relocation Council.

Prior to joining BMO, Manisha Burman worked in business, consulting and entrepreneurial environments in the areas of strategy, transformation, change, and human resources. This includes organizations such as RBC, Ernst and Young, and GE Canada. In addition to her industry experience, Manisha founded and co-managed an online community marketing business and worked as a career counselor for individuals in transition - particularly new immigrants to Canada. Ms. Burman holds an undergraduate degree in Psychology and Research Methods, and a Master of Industrial Relations from the University of Toronto. Manisha is also an instructor at the University of Toronto, Faculty of Graduate Studies and a Civic Action Fellow.

Terri Oliver possesses more than 20 years experience in workforce and global mobility in both the consulting and corporate sides of the industry. Her expertise lies in the areas of global mobility policy benchmarking and development, global compensation structures and expatriate administration, immigration assistance, global tax compliance, and the communication and management of international assignment programs. Terri also held Director positions at The MI Group and Weichert, both relocation/expatriate management service providers, directly involved in the management of programs for various Canadian multinational organizations. Prior to that, Terri managed the International Human Resources and Relocation Services department at Siemens Canada Limited. Terri also worked for Prudential Relocation on-site at Nortel Networks as their International and Relocation Policy Manager. Terri has a Bachelor of Business Administration degree and HR Management Certificate from York University and has designations as a Certified Employee Relocation Professional (CERP) and Global Mobility Specialist (GMS), and holds a Real Estate Brokers License.

Bob Johnson's career in the Relocation industry has spanned over 25 years, 20 of which have been with TheMIGroup. In 1989, Bob joined TheMIGroup as a Sales Consultant within the Toronto Region becoming the Sales Manager in 1991 and Administration Manager a few years later. In 1994, he accepted the role of Vice President and General Manager, Los Angeles Region and relocated to Irvine, California. He returned to the Company's flagship Toronto business unit in 1999 to assume the position of Vice President and General Manager. In 2008, Bob accepted the position of Vice President, Client Relations. He has been a member of the CERC's annual Conference Planning Committee and is an active member of The Toronto Board of Trade. Founded in 1978, TheMIGroup is a leading provider of global relocation management solutions offering a full range of services including Domestic and International Services, Global Compensation and Consulting Services - from total assignment management to individual services for transferees, expatriates or individuals on the move. With business units located throughout The Americas, Europe and Asia, and with TheMIGroup Worldwide Partner Network(TM),they have the capacity to deliver relocation services specifically designed to ease in the transition and settle you into your new assignment anywhere in the world. Whether relocating to, from or within North America or across the globe, TheMIGroup offers the services specifically designed to ease in the transition and settle you into your new assignment anywhere in the world. In addition, TheMIGroup operates full-service terminals and warehouses at the majority of our business units to handle the international moving and storage element of our business. For more information visit

12:30 until 1:30

Keynote Speaker-
SID CHOPRA, Vice President, Process Management
BMO Financial

Sid joined BMO in 1997 as an Analyst in the Financial Strategy Group and progressed through increasingly senior roles eventually serving as Senior Manager, Financial Strategy. In 2002, he moved to P&C Canada as Senior Manager, Strategic Planning and in 2004 was appointed Senior Manager, Proactive Retail Sales within Direct Banking. In 2006 Sid was promoted to Director, Everyday Banking and in 2008 received his first executive appointment as Vice President, Everyday Banking. Currently, in his position of Vice President, Process Management since 2009, Sid is accountable for delivering on P&C Canada’s aggressive process transformation agenda. Sid holds a Bachelors of Science degree from University of Delhi, India and an MBA from the University of Louisiana.

1:30 until 2:15
Cross-border Employment and Labor Law –


Multinational corporations recruit and hire talent in a global labor market, manage virtual teams of employees who are spread over the globe, physically relocate employees across borders and increasingly deal with labor unions on a global front. Decision-makers who recruit, deploy and manage human capital resources, however, encounter multiple regional and local workplace statutory and cultural obstacles. For the unwary and unprepared HR executive the assumed known could turn out to be the unknown hell.

This presentation gives an overview of the critical workplace law issues that HR executives with global responsibilities should be aware of and also provides an update of recent labor and employment law developments in the North Americas.

HR executives will learn about issues such as:

• International assignments – why the fuss about paperwork?

• Expatriate employees - which law applies?

• Managing foreign-based employees – the sometimes inflexible (and nonsensical) local regulations

• The basic nuts and bolts of disciplining and firing employees in foreign countries

• Data privacy and the personal information of employees … just a click away (you think)

• Dealing with employee “representatives” other than labor unions

• The Ruggie Report – global business and human rights

• Labor unions going “global” and cross-border corporate campaigns

About the presenter:

JOHAN LUBBE, , is a shareholder at the global workplace law firm Littler Mendelson, P.C. and is resident in the firm’s New York, New York office in the U.S. Johan is the U.S. Practice Co-Chair, International Employment Law Practice Group at the firm.
Johan Lubbe is recognized as a leading international employment lawyer, and provides strategic advice and counseling to multinational employers on a wide range of global employment law, labor relations, human resources, and data privacy matters. Johan also regularly advises foreign companies that do business in the U.S. on the requirements of U.S. workplace law. He is a frequent speaker on workplace law and data privacy issues and the author of numerous publications. Johan is a Fulbright Scholar and holds law degrees from South Africa, the US and also the UK.

About Littler Mendelson, P.C.: Littler Mendelson is the largest North American law firm exclusively devoted to representing management in every aspect of labor and employment law. The firm has over 900 lawyers in 56 offices, including offices in Mexico and Venezuela. The International Who's Who of Business Lawyers has recognized Littler Globally as the Management Labor and Employment Law Firm of the Year for 2012.

2:20 until 3:00

Presented by

LARRY HINTON, Country Leader,
FRAGOMEN in Canada

Larry Hinton, a Canadian Barrister and Solicitor, is the Canadian Operations Leader in the firm’s Toronto office. He specializes in all aspects of Canadian inbound immigration and citizenship law. Larry advises prominent clients on an ongoing, proactive and effective basis in matters pertaining to the cross-border transfer of their executive, managerial, professional and other key personnel to companies involved in business in Canada. In doing so, Larry assesses the immigration needs of clients; conducts the requisite research in support of such assessments; coordinates and supervises the preparation of immigration related documentation; undertakes routine management of client matters; and conducts training seminars for clients. Additionally, on a daily basis, Larry interacts with Citizenship and Immigration Canada’s domestic Case Processing Centres; Canada Border Services Agencies at the Ports of Entry across the Canada-United States border; Canadian Consulate General; Embassies and High Commissions worldwide.
He is a member of the Bar: Ontario, Canada; New Zealand; South Africa.

3:10 until 5:15
presentations with audience participation


Ed Cohen, Editor,

Session Description and Purpose:

Use emerging global trends data to develop a global workforce that proactively responds to technology advancements which enable people connections
(customers, employees, partnering organizations, investors, and other stakeholders).

Understand their implications for strategy, structure, and culture
in the workplace as well as at the individual level.

The 2012 Leading Through Connections study sponsored by IBM
- involving more than 1700 CEOs and public sector leaders from different sized organizations in 64 countries and 18 industries -
found that one of the most important issues influencing their strategic business decisions is the overflow of data and information.

The study reaffirmed that today's leaders are recognizing that today's interconnected society is changing how people engage and interact. It also identified that
(1) empowering employees through values;
(2) engaging customers as individuals; and
(3) amplifying innovations with partnerships
are three strategic imperatives for successfully leveraging the new opportunities
that emerge from the interaction of technology and society.

Responding to the complexity of increasingly interconnected organizations, markets, societies and governments is the challenge of today's global economy, and represents an expanded dimension for HR interventions.

In response to these trends, this interactive session introduces
new perspectives in talent acquisition and retention,
influence of cultural presumptions on "people connectivity",
HR strategies in leadership development,
and, diversity and social responsibility.

Participants will gain new perspectives on how to leverage these trends and include this information in HR strategy and planning.


Founder, President, The Herrmann Group Limited.

"Talent acquisition & retention"

President and CEO of G2nd Systems®

"Cultural presumptions, connectivity and people" interaction


"HR strategy and leadership development"

- LOUELLA EASTMAN, Managing Director,
Virtcom and GDP

"Diversity and social responsibility"


Gerlinde Herrmann is the founder and President of The Herrmann Group, a consulting firm which provides services to support Human Resources strategies and talent management initiatives. Prior to founding The Herrmann Group, Gerlinde worked with leading organizations such as Nortel, Federal Express, and Domtar in the Human Resources and Labour Relations areas. A graduate of Concordia University, Gerlinde holds a Bachelor of Commerce degree in Economics, a Certificate in Industrial Relations and holds the Certified Human Resources Professional, (CHRP) designation, the Global Professional Human Resources, (GPHR) designation as well as the Chartered Director (C.Dir) designation from The Director College (a joint venture of McMaster University and The Conference Board of Canada). Currently, Gerlinde is serving on the SHRM HRCI board of Directors; vice-chair of the Complaints Committee for the CMA (Certified Management Accountants); She also served almost three years as President and Chair of the Board of Directors of the Human Resources Professionals Association (HRPA) and as Past Chair she also held the portfolio of HRPA’s Chair of Strategic and Global Alliances for two years. Past member of the SHRM committee that directs research in global HR thought leadership; and served on 2011 Loisey Awards Committee. Gerlinde has also been actively involved in industry-related and outreach initiatives such as: Global Experts and Corporate Social Responsibility (CSR) Panels of the Society for Human Resource Management (SHRM); Canadian Youth Employment Service (YES) Advisory Board; Career Edge Diversity Board; Canadian Government Private Sector Working group on Pandemic Influenza Planning; and was the Canadian representative on the Board of Frontplaces, France (a global diversity think tank); Director on the Canadian Council of Human Resources Association; Director of NAHRMA (North American Human Resources Management Association); Advisor for George Brown’s Human Resources program; Director of the Provincial Partnership (Passport to Prosperity, focused on youth employment issues); and Founder and Director of the Toronto Chapter of HRPA. Born in Germany, lived in French Canada and Venezuela, currently resides in Toronto. Gerlinde is multi-lingual and has a strong understanding and experience with diverse cultures. A sought-after public speaker, Gerlinde frequently guest speaks at national and international events, is a regularly published author of articles and editorials and has participated on TV programs such as, ROB TV, CTV, and Goldhawk Live.

Lorelei Carobolante leads G2nd Systems, a strategic, language-based communications consultancy that enables corporations to enhance linguistic and intercultural communication skills for their managers, teams and organizations. Lorelei contributes her expertise to organizations that recognize the complexity of global competition, and serves as a SHRM Lead Global HR subject matter expert, Associate Chair of the U.S. Technical Advisory Group for the International Organization of Standardization Technical Committee 260 for Human Resource Management, and is a voting member of the ANSI/SHRM Organizational Diversity and Inclusion Program Taskforce.

Ruth Brothers is coaching and consulting and also is actively involved in the community promoting the profession by teaching at Humber College in the Continuing Education Program, and serving on the HRPA review committee of the SHRP designation. Ruth is a bilingual senior Human Resources executive with extensive experience in leading the HR function on a global basis across a variety of industry sectors: pharmaceutical, aerospace, packaged goods, automotive and petrochemical. Areas of expertise include strategy development, organizational design and executive development. Most recently, Ruth was the Vice President of Human Resources for Teva Canada, the leading generics pharmaceutical company in Canada and a division of Teva, the world’s largest. Her diverse career includes VP Human Resource roles with CAE Inc., General Electric, and a Division of Nabisco Ltd. Ruth also spent over ten years in various human resource functions with Shell Canada in both Montreal and Toronto, and is fluently bilingual. Ruth’s areas of expertise include talent and executive business/leadership development, HR strategy, and succession planning. A francophone from Montreal, Ruth joined the Board of the HRPA in May of 2008 and currently holds her CHRP and SHRP designations.

Louella Eastman was most recently Aviva plc’s Group Corporate Social Responsibility Director accountable for the implementation of vision and strategy for Aviva’s CSR programme globally, including external reporting, standards of business conduct, community, environment, diversity, global survey and employment brand. Her accomplishments included a very successful employee engagement program, accounting for sustainability standards, development of an investor program and carbon neutralization and a global community program called Street to School. Previously she was Group Diversity Director and her accomplishments included the development and implementation of diversity in Aviva, a global survey, the Think Again Diversity campaign, and the Respect toolkit. Louella has won a number of awards for her work including the UN Global Diversity Innovation Award, the City Award from Opportunity Now, the European Communication Award, the IVCA Clarion Award and the New York Film and Video Festival Grand Award. Prior to this, she was executive vice president, Human Resources & Communications for Aviva Canada and championed its re-brand to Aviva and the internal embedding of its corporate values. Harmonizing human resources, CSR and communications strategies, she worked on building a great new culture to make Aviva the employer of choice in its industry in Canada. Eastman has an extensive background in all areas of Human Resources as well as experience in operations and purchasing. Her earlier career experience encompasses several years in senior HR roles at Johnson & Johnson , Northern Telecom and Connaught Laboratories ( Sanofi Aventis). Louella holds a Bachelor of Commerce from Queen's University in Kingston, Ontario and an MBA from McMaster University in Hamilton.

5:15 until 5:20
Moderator’s Closing Remarks,


For more information, contact Ed Cohen:
Phone: +1.619.787.3100
Conference Sponsors: