DALLAS, FRIDAY, DECEMBER 1 

register today at only $99/seat

CORPORATE  POLICY  ROUNDTABLE 

Venue: AIG Plaza of the Americas, 600 N Pearl, Ste 700, Dallas 75201. Plaza of the Americas is a major commercial complex in the City Center District of downtown, adjacent to DART’s Pearl Station and connected to the Dallas Pedestrian Network. Marriott Hotel and Sheraton Hotel adjacent. 

 PROGRAM  BRIEF

9:30, check-in opens…refreshments

10:30, program starts with Introductions

11 – 11:45, EY  presents “Humans & the new world of work” 

11:45, LUNCH  DISCUSSIONS

12:30-1:20, WOMEN’S LEADERSHIP SOLUTIONS

1:20-1:45, BREAK

1:45, TECH / COLLABORATION ACROSS MOBILITY MANAGEMENT

2:30,  panel: MOBILITY TODAY & HR

3:20, TALK SHOW

“Life” stories…Helping People via our own Experiences;

Career-pathing thru Mobility: Would you tell your kid to ‘go into’ mobility?

Skills Gap and relo policy/practices

RMC good guys… let’s discuss “stakeholders” and customer experience

Focus on DSP’s critical function; where the rubber meets the road in the relocation business

4:45,  RECEPTION




EDUCATION COURSE

11 – 11:45, Opening keynote

NEW WORKPLACE… NEW PEOPLE… NEW STRATEGIES

Getting Back to Human 

Changes are re-creating the workforce experience across the entire organizational structure as companies face various forms of ‘disruptors’ and embrace new operating models. 

Every company will have to focus on maintaining human connections,  enhancing the effectiveness of their people agenda in the midst of the digital era. 

Topic Leader

Bobby C. Mathew- EY Senior Manager

People Advisory Services; Ernst & Young LLP

Bobby C. Mathew is a Senior Manager in EY People Advisory Service with over 16 years of accounting and tax experience, concentrating on mobility tax and advisory services.

Bobby is a leader that advises organizations extensively on mobility assignment structures, cross-border tax planning, compensation reporting, mobility policy development, and tax equalization methodologies.  His focus includes managing global client engagement teams in day-to-day operations of mobile employee services which encompasses, assignment strategy, compensation services, tax compliance and assignment cost mitigation.

Bobby is a strategic partner and lead contact for client engagement interactions with responsibility for overall account relationship and bringing mobility guidance on technical matters, process improvements and service delivery.  He successfully worked with organizations in developing refined tax reimbursement policies allowing mobile employees ease of understanding and overall assignment cost reduction and program savings.


11:45,

LUNCH  DISCUSSIONS


12:30 – 1:20 

Women’s Leadership

Challenges & Solutions

ELIZABETH  LIONS

Career Coach and Author, Keynote Speaker / Broadcast Host, Dealmaker

 LIONSOLOGY- What is it? 

Programs cover transition, career management, leadership

You are:

A woman passed over for promotion – and don’t know why
At the Manager, Director or VP level and in transition
Working and hate your job
Convinced your boss is crazy and abusive
Maybe you got fired or laid off
Waiting, hoping work will get better. It doesn’t.
Postponing your happiness telling yourself it is for the good of your family
An individual who values security, stability and wealth
Someone who has been told you ‘made it’. It doesn’t feel like it.
40 or 50 and wonder if this is all there is to life
Feeling alone, old and unwanted as if no one wants your skills
Certain that you should know how to manage your career by now and feel embarrassed that you don’t

Sound like you? 

Session open to men…


1:20 – 1:45,

BREAK


1:45 – 2:30,

 COLLABORATION ACROSS MOBILITY MANAGEMENT

TECH INNOVATION in EXPENSE MANAGEMENT 

SHAWN SWEENEY, SVP 


  2:30 – 3:20, panel with audience participation

Global Mobility for the New Workforce… 

Moderator: 

Debi Dault, CRP, GPHR, SHRM-SCP

Discussions will include:

…“lessons learned” dealing with talent management and global mobility 

…challenges / opportunities / solutions

…current trends and near-term challenges


Joe Crumly, Manager, Global Mobility

Mr Joe Crumly of the Holly Frontier Corporation (NYSE: HFC)… An independent petroleum refiner in the United States with operations throughout the mid-continent, southwestern and Rocky Mountain regions. Subsidiaries of HollyFrontier produce and market gasoline, diesel, jet fuel, asphalt, heavy products and specialty lubricant products. Additionally, HollyFrontier owns Petro-Canada Lubricants Inc. whose Mississauga, Ontario facility produces 15,600 barrels per day of base oils and other specialized lubricant products.


Renae KoKayKo, Mobility Analyst


Jimmy Taylor, Partner, BizMultiplier

Jimmy Taylor is an expert on Talent Management and has been a long term board member in SHRM.  He will add a special dimension to this discussion. Jimmy has 20+ years experience as a business leader, entrepreneur, HR leader, speaker, consultant, and executive coach.

As a Partner in BizMultiplier, a company dedicated to providing tools and resources that help companies grow engaged employees, he also works with companies to develop and grow entrepreneurial management teams that can increase the value of their business.  Jimmy has a specialty: he works closely with family owned businesses to develop transition strategies and roadmaps that enable entrepreneurs to reach objectives in business and in life! 

Previously he was a founding partner of Novotus, a Texas based Recruitment Process Outsourcing provider named the number one mid-market RPO by HRO Today.  He also served on the Board of Trustee’s for DallasHR, and as a District Director for Texas SHRM. 

Jimmy uses his experience in both talent management/development and business leadership to help owners and company leaders understand, design, change and grow themselves and their companies. His passion is helping leaders and the teams they serve reach their potential!


3:20 – 4:45,

TALK SHOW

Moderator: Ed Cohen


Career-pathing thru Mobility: Would you tell your kid to ‘go into’ mobility?


The apparent Skills-Gap … and how relo policy & practices can assist


RMC “good guys”…  stakeholders and customer experience … RFP dilemma Service-delivery…hi touch vs hi tech?


DSP’s critical function… it’s where the rubber meets the road in the relo business

CLIVIA BETELLI BASKIN, CEO, Place 2 Place


“Life” stories…

Helping People via our own Experiences

Bruce Waller, Armstrong Relocation


“H”

Inline image 1


4:55pm, RECEPTION

US Tax Deduction for Continuing Professional Education:
A US income tax deduction is allowed for expenses of education including registration fees, travel, meals and lodging, undertaken to maintain or improve skills (Treasury Reg 1.1662-5; Coughlin v. Commissioner Internal Revenue, 203 F2d 307, 2d Circuit 1953)