2015 AMERICAS EXPATRIATE MANAGEMENT CONFERENCEMAY 5–7, 2015NAPLES, FLORIDA

WELCOME ..................................................................3

CONFERENCE INFORMATION .....................................4

HOTEL INFORMATION AND FLOOR PLAN ....................5

AGENDA ................................................................. 6–7

SPEED NETWORKING .................................................8

SESSION DETAILS .................................................. 9–11

PARTICIPANT LIST ............................................... 12–15

SPEAKER BIOGRAPHIES ...................................... 16–19

WHAT’S NEW AT MERCER ................................... 20–23

CONTENTS

WELCOMEIt is with great pleasure that we welcome you to the 2015 Americas Expatriate Management Conference in Naples. This year’s conference is packed with exciting sessions, case studies, and panel discussions covering an array of international assignment program management topics. We know you will be inspired by the insights and analysis from an extremely knowledgeable group of industry, business, and Mercer experts.

Based on your feedback, we made changes to the conference format; expanding focus from North America to the Americas, sessions are more streamlined, and we are excited to host our keynote speaker, Dr. Arup Varma, Professor of Human Resource Management at Loyola University Chicago, for an engaging discussion on expatriate issues.

We really encourage you to participate actively, join in discussions and debates, and push back on our presenters with questions when you need details. We have also built in plenty of opportunities for peer-to-peer networking and a lighting fast round of speed networking; participants in prior conferences have told us that this is one of the most valuable aspects of these events.

Again, welcome. We are so glad you made the effort to attend the 2015 Americas Expatriate Management Conference. We plan to give you a return on your investment of time and money by presenting practical, actionable insights into mobility practices today that will help you optimize your international assignment programs for tomorrow.

Steve Nurney North America Global Mobility Practice Leader

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CHECK-IN AND ASSISTANCEThe Registration Desk is located on the Bayview Terrace in the Bay Tower Building, (see floor plan on page 5) and will open at 5:00 pm Tuesday, May 5. You can pick up your registration packet there at any time while the conference is in session.

AGENDA OVERVIEWThe conference will commence with the Welcome Reception from 5 to 7 pm in the Bayview Ballroom in the Bay Tower Building. Sessions will begin at 8:15 am on May 6, after breakfast (served at 7:30 am). The conference will end at 2:00 pm on May 7. Please consult the full agenda on page 6, or the Personal Schedule included in your Welcome Kit, for details.

EVENING EVENTOn Wednesday evening, we are pleased to host our guests at LaPlaya’s North Beach. We will enjoy the calm waters of the Gulf of Mexico and have a fun dining experience on the beach. With Sea Turtle nesting season just starting, it is a great privilege to share the beach and we will move to the North Pool by 8.30 pm to do our part in protecting the turtles. The dress code for the event is upscale beach casual.

If you have registered to attend the evening event but can no longer attend, please tell the conference staff.

INTERNET AND MOBILE PHONES A wireless connection is available for conference guests throughout the conference rooms. As a courtesy to attendees and speakers, please limit your internet use and switch off your mobile device while the conference is in session.

TRANSPORTYou are responsible for your own transportation to and from the conference and for all related charges. The hotel concierge can assist you with arranging your departure transportation.

MERCER EVENT CONTACTJoAnn Portelli+1 516 532 3090

CONFERENCE INFORMATION

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GULF LAWN

NORTH BEACH

North Pool

HOTEL INFORMATIONHOTEL INFORMATIONLaPlaya Beach & Golf Resort 9891 Gulf Shore Drive Naples, FL 34108(239) 597-3123

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BALLROOM LAYOUT

LAPLAYA PROPERTY MAP Room Name Sq. Ft. Dimension Ceiling Banquet Reception Theatre Classroom Conference U-Shape

Bayview Ballroom 3,045 87’ x 35’ 12’ 190 250 270 144 - -

Bayview Terrace 1,620 90’ x 18’ 12’ 100 100 -- - -

Bayview A + B 1,505 43’ x 35’ 12’ 90 120 120 72 - 39

Bayview C + D 1.540 44’ x 35’ 12’ 90 120 120 72 - 39

Bayview A 770 22’ x 35’ 12’ 40 50 50 24 24 27

Bayview B 735 21’ x 35’ 12’ 40 50 50 24 24 27

Bayview C 770 22’ x 35’ 12’ 40 50 50 24 24 27

Bayview D 770 22’ x 35’ 12’ 40 50 50 24 24 27

[airwall]

A B C D

Vanderbilt Ba llroom

Vanderbilt T errac e

Ca pa c itie s of the roo ms ma y var y depe nd ing o n fu nct ion an d set-up .

Vanderbilt Ballroom 5,000 100’ x 50’ 13’ 380 454 500 250 - -

Vanderbilt Terrace 2,000 - 13’ 120 160 - - - -

Vanderbilt A+B 2,500 50’ x 50’ 13’ 180 220 240 125 - 68

Vanderbilt C+D 2,500 50’ x 50’ 13’ 180 220 240 125 - 68

Vanderbilt A 1,500 25’ x 50’ 13’ 90 100 110 60 40 34

Vanderbilt B 1,500 25’ x 50’ 13’ 90 100 110 60 40 34

Vanderbilt C 1,500 25’ x 50’ 13’ 90 100 110 60 40 34

Vanderbilt D 1,500 25’ x 50’ 13’ 90 100 110 60 40 34

B ayview T errac e

B ayview B allroom

B us ines s Ce nter

Reg istration Des k

A B C D

Vanderbilt Ba y

AGENDA*

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TUESDAY, MAY 5

TIME SESSION LOCATION

8:30 am – 4:30 pm Mobility Roundtables (closed participation)

East Coast Roundtable Meeting Vanderbilt Ballroom D

Energy, Mining, Engineering & Construction Roundtable Vanderbilt Ballroom C

Midwest Roundtable Vanderbilt Ballroom A/B

12:00 pm – 4:00 pm Mobility 101 Learning Session (separate fee applies)

Bayview Ballroom D

5:00 pm - 7:00 pm Registration Bayview Terrace

Welcome Reception Bayview Ballroom

WEDNESDAY, MAY 6

TIME SESSION LOCATION

7:30 am - 8:15 am Registration Bayview Terrace

Breakfast Buffet Vanderbilt Ballroom

8:15 am - 8:30 am Conference Opening and Welcome Remarks Kim Abildgaard and Steve Nurney, Mercer

Vanderbilt Ballroom

8:30 am - 9:30 am Keynote Address

Host Country Nationals – The Key to Expatriate Success?Dr. Arup Varma, Professor of Human Resource Management -Loyola University Chicago Quinlan School of Business

Vanderbilt Ballroom

9:30 am - 10:00 am Break

Mercer World of Resources Vanderbilt Ballroom

10:00 am - 12:00 pm Speed Networking Vanderbilt Ballroom

12:00 pm - 1:30 pm Lunch Buffet Vanderbilt Terrace

Mercer World of Resources Vanderbilt Ballroom

1:45 pm - 2:45 pm Breakout Session A

A Mobility Consultant’s Guide to Trends and Best Practices Mike Shore and Conor Schoemer, Mercer

Bayview Ballroom A/B

Are You Sure You Have the Right Solution for the Medical Needs of Your Expatriates? Joe Barber and Steve Nurney, Mercer

Bayview Ballroom C/D

3:00 pm - 4:00 pm Breakout Session B

The Curious Case of Generation Y Jordan Blue and Jorie Weinger, Mercer

Bayview Ballroom A/B

The Main Challenges for International Assignments in LATAM - Emerging Markets Caroline De Araujo, LATAM Airlines; Francisco Noriega, CEMEX; Sandra Huertas and Vince Cordova, Mercer

Bayview Ballroom C/D

4:15 pm - 4:30 pm Break

Mercer World of Resources Vanderbilt Ballroom

4:30 pm - 5:30 pm Plenary Panel I

Protecting Retirement and Health Benefits from Mobility Threats Ann Marie Durning, Johnson & Johnson; Bill Greer, Kellogg Company; Tracey Roth, Brown Brothers Harriman; Lai Wang, Medtronic, Inc.; Kevin Dent, Mercer

Vanderbilt Ballroom

6:15 pm - 10:00 pm Evening Event Dinner @ LaPlaya Beach & Golf Resort

North Beach

THURSDAY, MAY 7

TIME SESSION LOCATION

8:00 am - 9:00 am Breakfast Buffet Vanderbilt Ballroom

9:00 am - 10:00 am Plenary Panel II

Leveraging Mobility and Diversity to Win the War on Talent Heather Henry, Marsh and McLennan Companies; Vickie Pierson, Monsanto Company; Michael Grover, Mercer

Vanderbilt Ballroom

10:00 am – 10:15 am Break Vanderbilt Ballroom

10:15 am - 11:30 am Industry Breakout Sessions

Consumer Products Conor Schoemer, Mercer

Vanderbilt Ballroom

Energy + Engineering Construction and Mining Mike Shore and Nicole Nguyen, Mercer

Bayview Ballroom A/B

Financial Services Steve Nurney, Mercer

Bayview Terrace

ManufacturingRoger Herod, Mercer

Bayview Ballroom C/D

Pharmaceutical Becky Rivera and Jorie Weinger, Mercer

Vanderbilt Terrace

Technology Jordan Blue, Mercer

Vanderbilt Terrace

11:45 am - 12:45 pm Breakout Session C

Influencing and Choosing the Right Expat for the Role Grayson Leverenz, RW3, LLC; Carlos Mestre, Mercer

Bayview Ballroom A/B

Trends in Inter-Country Relocation Ellie Sullivan, Weichert Workforce Mobility; Roger Herod, Mercer

Bayview Ballroom C/D

1:00 pm – 2:00 pm Conference Wrap-Up, WoR Awards and Box Lunches Vanderbilt Ballroom

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*All rooms within Bay Tower Building unless otherwise noted

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SPEED NETWORKINGMingle from table to table while discussing key global mobility topics with your peers.

TABLE TOPIC1 How are you aligning talent management strategy with global mobility strategy?

2 How are you managing benefits for host-based assignments?

3 What tips do you have for communicating with angry expats?

4 What cost reduction strategies are you considering?

5 Tracking mobility ROI, an exercise in futility or a useful endeavor?

6 How are you dealing with restricted currencies, 3rd-country payrolls, or other pay issues?

7 What type of resources do you use or due diligence do you perform before entering new markets?

8 How do you build consensus and drive change within your program/organization?

9 What assignment management technology tools do you utilize (e.g., managing immigration/tax, short-term assignment tracking, etc.) ?

10 What are the advantages and drawbacks of assignment technology systems?

11 Local Plus…what's the plus?

12 How do you utilize core/flex or tiered policy models to fit your organization's assignment needs?

13 How do you ensure successful assignments through assignee orientation or education?

14 How are you handling volatile economies such as Argentina and Russia?

15 Housing norm or free housing? 

16 What additional allowances have you implemented or removed recently (e.g., hardship, incentive, housing, car, MRA, spousal support)?

17 Have you considered cost reduction options for inbound Swiss assignees (i.e., cross-border pricing, reduced allowances, etc.)?

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KEYNOTE ADDRESSHOST COUNTRY NATIONALS – THE KEY TO EXPATRIATE SUCCESS?Dr. Arup Varma, Professor of Human Resource Management Loyola University Chicago Quinlan School of Business

Over the last decade or so, research on expatriate issues has been emphasizing the key role played by host coun-try nationals (HCN) in helping expatriates adjust to their assignment location, as well as by guiding them in the workplace.

PLENARY PANEL I: PROTECTING RETIREMENT AND HEALTH BENEFITS FROM MOBILITY THREATSAnn Marie Durning, Johnson & Johnson; Bill Greer, Kellogg Company; Tracey Roth, Brown Brothers Harriman; Lai Wang, Medtronic, Inc.; Kevin Dent, Mercer

This panel discussion will consider how mobility causes problems and inconsistencies in the provision of medical, retirement and other benefits to the mobile employees and a select panel of companies will share their experi-ences in accommodating and mitigating these issues.

PLENARY SESSIONSPLENARY PANEL II: LEVERAGING MOBILITY AND DIVERSITY TO WIN THE WAR ON TALENTHeather Henry, Marsh & McLennan Companies; Vickie Pierson, Monsanto Company; Michael Grover, Mercer

With more employers using the mobilization of talent as a key driver of growth, inclusion and diversity strategies are moving to the forefront of HR policies. But while employers seek to harness the collective knowledge and experiences of all of their employees, diversity of globally mobile staff has not kept pace with that of the local population—the proportion of mobile women remains persistently low, LGBT employees face specific barriers to mobility, an aging workforce and dual careers challenge existing policies and benefits.

Join our experts as we explore:

• barriers to mobilizing diverse talent• how to ensure equal career development

opportunities for all employee groups• best practice solutions for managing diverse mobile

talent• how mobility professionals can drive change within

their organizations

Dr. Varma has conducted several empirical studies in numerous countries around the world to investigate the relationship between HCN support and expatriate suc-cess. In this talk, he will draw upon his research findings and personal experience to offer specific suggestions so that organizations may successfully draw upon this key research.

A MOBILITY CONSULTANT’S GUIDE TO TRENDS AND BEST PRACTICESMike Shore and Conor Schoemer, Mercer

With the global economy showing signs of recovery, what will the impact on the Global Mobility function be to leverage new opportunities in existing and new emerging economies? We will use our survey results to examine how the Global Mobility function sees its role in supporting business strategy, discuss Mercer’s thoughts on potential future state and review the challenges and methods of selecting and measuring the ROI of assignments.

ARE YOU SURE YOU HAVE THE RIGHT SOLUTION FOR THE MEDICAL NEEDS OF YOUR EXPATRIATES?Joe Barber and Steve Nurney, Mercer

The cost burden of offering comprehensive and competitive medical benefits to expatriate employees around the world has grown exponentially over the last few years, driven by medical inflation, growing regulation and the ever-increasing spread of countries where organizations are expanding or developing local entities.

In this session we will take a look at how — by combining three key areas of success — communication, coordination and collaboration — organizations will be able to gain greater control over their premium costs, create a governance model that supports compliance with regulation in multiple locations, and ensures that organizations maintain a competitive advantage while providing valued benefits to employees.

THE CURIOUS CASE OF GENERATION YJordan Blue and Jorie Weinger, Mercer

Much has been documented about Generation Y’s distinct-ly different behaviors, values and attitudes to previous gen-erations all of which have been largely blamed on the tech-nological and economic implications of the internet. Is generation Y really that different? This session will explore how this theory impacts today’s HR Professionals and whether or not there really has been a major shift which demands significant changes to Global Mobility Policies and what those changes might be.

THE MAIN CHALLENGES FOR INTERNATIONAL ASSIGNMENTS IN LATAM - EMERGING MARKETSCaroline De Araujo, LATAM Airlines; Francisco Noriega, CEMEX; Sandra Huertas and Vince Cordova, Mercer

We will explore the complex global mobility landscape in this emerging region and examine common myths about expatriation. Multinationals operating in the region need to stay abreast of certain upcoming trends when setting their strategies for attracting and retaining talent. This ses-sion will address key challenges related to effectively man-aging the workforce and driving business strategy in LATAM considering realities of inflation and exchange rates in some of its countries.

BREAKOUT SESSIONS

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INFLUENCING AND CHOOSING THE RIGHT EXPAT FOR THE ROLE Grayson Leverenz, RW3, LLC; Carlos Mestre, Mercer

Being a star performer in your home country does not nec-essarily mean your expat will be a star performer when sent on an international assignment. How can Global Mobility professionals be part of this conversation and selection pro-cess from the start? By positively impacting assignee suc-cess, you will be able to demonstrate the value of your Global Mobility function as a strategic asset.

TRENDS IN INTER-COUNTRY RELOCATIONEllie Sullivan, Weichert Workforce Mobility; Roger Herod, Mercer

Today, a growing number of companies are centralizing their global workforce mobility programs and as a result, are interested in harmonizing “domestic” policies where applicable. Understanding the norms and best practices for domestic moves and what provisions work locally will provide the foundation for effective relocation strategies.

This is also valuable information when dealing with perma-nent international moves and localizations. In this session you’ll gain insight into what is driving this trend from the Corporate HR perspective and the challenges involved. We’ll discuss some of the critical differences in domestic relocation policies between countries such as the US, Canada, Mexico, Brazil, and the UK, which will allow you to gain a broader understanding of different relocation prac-tices. We’ll share information and benchmarking data about the type of innovative programs global companies are implementing and how they are harmonizing programs worldwide for intra-country moves.

PARTICIPANT LIST*Melinda Adams Kellogg Company

Johanna Agredo Newell Rubbermaid

Tom Anderson Lutech Resources

Drew Artus The Redpath Group

Beatrix Balatoni Colgate-Palmolive Company

Liza Bastawros Sherwin-Williams Company

Justine Bentz Kellogg Company

Rich Bretwisch ICL

Tomi Buchman Cooper Tire & Rubber

Joan Burrell Reed Elsevier, Inc.

Lorrie Byrne Altria Group, Inc.

Bruce Calhoun Medtronic, Inc.

Jennifer Carriker Avon Products

Gino Carrillo J.R. Simplot Company

Michelle Casaca Owens-Illinois, Inc.

Jennifer Casey John Deere & Company

Kristy Castillo Newmont Mining Corporation

May Chia Santen, Inc.

Arabella Clauson National Oilwell Varco, Inc.

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Julie Connelly ISN Software Corporation

Alan Cymbal Wolters Kluwer

Kara Cyr Yazaki North America, Inc.

Caroline De Araujo LATAM Airlines Group

Lauren DeArmond National Oilwell Varco, Inc.

Vanessa Defavari Aguilar TAM Linhas Aereas

Jan DeSander Fidelity Investments

Ann Marie Durning Johnson & Johnson

Jeff Endo GeoBlue

Bob Ernt Cargill, Incorporated

Sandra Flier Ecolab, Inc.

Rose Friesen Wal-Mart Stores, Inc.

Ces Garcia J.R. Simplot Company

Gabriela Garcia Nemak

Sheri Gaster Equus Software

Charlene Gilbertson Vanguard

Mark Goaslind The Church of Jesus Christ of Latter Day Saints

Sandra Gomez Cementos Argos S.A.

Erica Gonzalez Bupa Global

Erin Gough Mead Johnson Nutrition Group

Bill Greer Kellogg Company

Kim Griffith Ford Motor Company

Jenny Harrington General Mills, Inc.

Elisabeth Hauss Bridgestone Americas

Heather Henry Marsh & McLennan Companies

Kerry Heys Amec Foster Wheeler

Theresa Hoffstaedter Colgate-Palmolive Company

Jacob House Koch Business Solutions LP

Rob Howard GeoBlue

Joan Hutchinson Bain & Company

Elizabeth Igrec GTECH

Minori Izumitani Honda R&D Americas, Inc.

Catherine Jackson Huntsman International LLC

Tamara Jensen General Mills, Inc.

Cheryle Jones ADP

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Maura Joyce The Boston Consulting Group

Angela Kasel Hormel Foods Corporation

Diane Kaullen Black & Veatch

Brian Kinsey Wal-Mart Stores, Inc.

Angela Kubiak Liberty Mutual Insurance

Grayson Leverenz RW3, LLC

Stephen Lynch The Boeing Company

Samier Mahto UnitedHealth Group

Annora Marcus Lubrizol Corporation

Anita McEwen Scotiabank

Chantelle Menes Everest Reinsurance Company

Suzanne Metzgar ISN Software Corporation

Robert Middleton The Boeing Company

Noriko Mills Honda R&D Americas, Inc.

Joanne Moretsky Raytheon Company

Elizabeth Navia Manulife Financial

Francisco Noriega CEMEX

Sharon O'Hara Goldcorp, Inc.

Dan O'Keeffe John Deere & Company

Sarah Peacock Franklin Templeton Investments

Andy Pezzino The AES Corporation

Vickie Pierson Monsanto Company

Valerie Porterfield PolyOne Corporation

Victoria Qualls Abbott Laboratories

Peter Rienzi Prudential Financial, Inc.

Tracey Roth Brown Brothers Harriman

Izabelle Santos Coelho Ecolab, Inc

Kate Scampoli The AES Corporation

Lisa Schultz Archer Daniels Midland Company

Mihaela Schweder The Mosaic Company

Sanjeev Sharma UnitedHealth Group

Laura Smith The Travelers Companies, Inc

Amber Snow Amway

Joshua Sturtevant RW3, LLC

Melissa Sudano CA Technologies

Ellie Sullivan Weichert Workforce Mobility

Patty Szparaga T. Rowe Price Associates, Inc.

Deborah Tallo ICL

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Doug Tapp DST Systems, Inc.

Deb Telford Liberty Mutual Insurance

Melissa Tice-Holmes IMS Health, Inc.

Arup Varma Loyola University Chicago

Dharshini Velauthem Jane Street Group, LLC

Lai Wang Medtronic, Inc.

Julie Wegrzyn Ecolab, Inc.

Maria Weintraub Newell Rubbermaid

Christina Wendel Bristol-Myers Squibb Company

Carla Yun Santen, Inc.

Laurel Zimmerman Franklin Templeton Investments

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*This list is correct as of April 27, 2015 and does not include late registrations or cancellations.

SPEAKER BIOGRAPHIES

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ARUP VARMALoyola University Chicago

Arup Varma is Professor of Human Resource Management at Loyola University Chicago’s Quinlan School of Business. From 2002-2007 Arup was Director of the HRER Institute and Chair of the HRM department at the Quinlan School of Business. Among the courses

he has taught are Analytical Problem Solving, Strategic Financial Analysis, Organizational Theory & Behavior, Organizational Development & Change, Strategic Human Resource Management, and Managing People Internationally. He has conducted several hundred hours of management development seminars covering topics such as Leadership, Motivation, Communication Skills, Conflict Resolution, Problem Solving, and Business Strategy. In 2012 and 2003, he was honored with the Quinlan School of Business Faculty of the Year award, and in 2011 and 2004, he was honored with the Quinlan School of Business Researcher of the Year award.

He has been a visiting professor at Beijing International MBA (Peking University, China), Great Lakes Institute of Management (India), XLRI - School of Business and Human Resources (India), and has guest lectured at several universities in the United States, China, India, Panama, and the United Kingdom.

Dr. Varma’s research interests include high performance work systems, performance appraisal and expatriate issues. His research has been published in several leading journals including Academy of Management Journal, Personnel Psychology, Journal of Applied Psychology, Human Resource Management Review, Journal of World Business, International Journal of Human Resource Management, and Organization Development Journal. He has presented his research at national and international conferences such as the Academy of Management, the Society for Industrial/ Organizational Psychology, the American Psychological Association, the American Compensation Association, the Southern Management Association, the National Academy of Arbitrators, and the Society of Professionals in Dispute Resolution. From 2001 to 2004, Varma served as the Book Review Editor for the Human Resource Management Journal.

In addition to his teaching and research, Professor Varma has consulted with several leading organizations on strategic HR issues. Prior to returning to graduate school for his doctorate, Arup worked for over six years with two of India’s leading corporations in the HRIR area.

Varma earned his PhD from Rutgers University, an M.S. in Personnel Management & Industrial Relations (with honors) from Xavier Labor Relations Institute, Jamshedpur (India) and a B.S. in Economics (with honors) from St. Xavier’s College, Calcutta, India.

CAROLINE DE ARAUJOLATAM Airlines

Caroline De Araujo is the International Compensation Coordinator for LATAM Airlines in charge of International Compensation, including Mobility themes from a Corporate perspective.

Caroline started her career at Ernst & Young in Chile as a Human Resources Consultant. Later she joined Baco Itau also in Chile in Compensation responsible for the Latin America operation for the Corporate and Investment Banking. In 2011, she joined LAN Airlines just before merging with TAM.

HEATHER HENRYMarsh & McLennan Companies (MMC)

Heather Henry is the Director of Marsh & McLennan Companies (MMC) Global Mobility, which falls within the Total Rewards Center of Expertise. The MMC Global Mobility team is responsible for assisting with the deployment of talent internationally; in a manner that is

efficient, consistent and in compliance (Immigration & Tax).

She joined Marsh in May 2010 and was based in the London office. Heather managed the EMEA Global Mobility team and provided assignment support services throughout EMEA and Asia Pacific. Heather transferred to the United States (Hoboken) in October 2011 as the Americas Global Mobility Manager and assumed the role of Director in August 2013.

Before joining Marsh, Heather was with Capital International for 4 years and held positions in Global Mobility and Payroll.

Earlier in her career she was with UBS Investment Bank, where she held a variety of positions over a 15-year period, culminating with International Assignment Manager, responsible for international moves throughout EMEA.

Heather’s interests range from piano playing to basketball. Although now retired from playing competitive basketball, she played in the UK National League for over 10 years

BILL GREERKellogg Company

Bill Greer is Senior Director, Global Mobility for Kellogg Company and is responsible for both domestic and cross border mobility.

In addition to his day-to-day responsibilities, Bill is currently Chair of

the Bronson Battle Creek Hospital grants committee, a local group that helps to promote health improvement in Battle Creek Michigan, the headquarters location of Kellogg Company.

From May 2006 to January 2009, Bill served the Bush Administration as a member of the President’s Council on Physical Fitness and Sports to help promote physical fitness in the workplace.

Bill received his MBA in Finance and Real Estate from Indiana University and his BS in Finance from Miami University.

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GRAYSON LEVERENZ RW3, LLC

Grayson Leverenz delivers engaging, interactive trainings with expertise in working effectively across cultures, building high-performing global teams, and supporting expatriate success. She facilitates for global organizations like International Paper, PepsiCo, KPMG,

and Thomson Reuters.

Thousands of global professionals have benefited from Grayson’s intercultural workshops, and she has worked with people from 20+ countries to build effective virtual teams and craft brilliant careers. Grayson is the author of “99 Essential Buzzwords for International Students” and “How to Shine in Every MBA Interview: from admission to internship to full-time placement.”

Prior to joining RW3 CultureWizard, Grayson was part of a global marketing team at Johnson & Johnson. She received her MBA from UNC Kenan-Flagler Business School, and has lived abroad in Vallendar, Germany and Rio de Janeiro, Brazil.

Grayson is an active member of the Triangle Society for Human Resource Management (TSHRM) and the Triangle American Marketing Association (AMA).

FRANCISCO NORIEGA CEMEX worldwide

Francisco Noriega is a Benefits & Long Term Incentives Manager for CEMEX worldwide. He advises and operates Benefits, Pensions, Long Term Incentives Plans, International Mobility and HR Metrics matters.

As International Mobility head he coordinates all expatri-ation assignments for CEMEX, currently in 27 countries (13 in LATAM), and plays a key role in developing and updating international mobility policies according to best practices.

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Francisco joined CEMEX in 1998 as part of the HR opera-tion team in the northwest region of Mexico and later became HR Corporate Manager supporting Commercial Cement, Ready Mix and Trading operations. In 2005 he participated in the post merger integration of RMC in Israel and later he joined the HR compensation team for the global corporate office supporting Compensation, Benefits, Long Term Incentives and International Mobility matters. He has been in his current role since 2012.

VICKIE PIERSONMonsanto Company

Vickie Pierson, currently the Director of Global Talent Mobility for Monsanto Company, has responsibility for the company’s global philosophies, strategies, and operations related to cross-border assignments and transfers. Global Talent Mobility at Monsanto is an

in-sourced, US-centralized program staffed by a multi-functional team of HR, Payroll, Tax, and Accounting professionals.

Vickie has over 30 years of experience in many of the disciplines related to the management of a globally mobile workforce, including International Human Resources, Taxation, Compensation, Payroll, Accounting and Process Design & Reengineering. Vickie has been with Monsanto since 2003 and has previously worked for Deloitte, NCR, GE, and KPMG.

Monsanto has over 20,000 employees in approximately 65 countries and an active, globally mobile population of 160 employees who touch 41 countries.

Monsanto (a Fortune 200 Company) is a leading global provider of technology-based solutions and agricultural products that improve farm productivity and food quality. Monsanto remains focused on enabling both small-holder and large-scale farmers to produce more from their land while conserving more of our world’s natural resources such as water and energy.

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TRACEY ROTHBrown Brothers Harriman

Tracey Roth is a senior Human Resources professional skilled in the efficient delivery of global mobility administration, with a focus on continuous process improvement. With an extensive health and welfare and retirement background, her

responsibilities at Brown Brothers Harriman include global mobility services, benefits and retirement administration, and vendor management. Tracey received her Bachelor of Science (BS), Finance, Magna Cum Laude from Rider University..

ELLIE SULLIVANWeichert Workforce Mobility

Ellie Sullivan is Senior Vice-President of Weichert Workforce Mobility’s Consulting and Advisory Services, and has global responsibility for the advisory strategy. She is responsible for strategic talent management alliances and oversees a team of Practice Leaders that

help clients design and implement effective workforce mobility programs that support and advance their business goals. She has 25+ years’ experience and is responsible for policy benchmarking and proprietary research initiatives like the recently conducted Intra-Country Domestic Policy Survey. She is widely regarded as an expert on workforce mobility relocation trends and global best practices.

Ellie earned her Human Capital Strategist designation in 2013 and has served on several advisory boards including the Worldwide ERC’s Global Advisory Council. She is an active member of SHRM and has her SCRP and SGMS-T designations from Worldwide ERC. She has authored numerous whitepapers and written extensively on a wide range of workforce mobility topics, including talent segmentation, intra-European relocation, flexible workforce mobility models, and how to optimize workforce mobility programs. Her articles have been published in Mobility and HR Executive magazines, and she has been widely quoted in business and HR publications, including USA Today, the Wall Street Journal, Workforce, HR Magazine and Human Capital Management.

LAI WANGMedtronic, Inc.

Lai Wang, CCP is Senior Manager, Global Mobility at Medtronic where she has been since 2004. Lai has worked in the UK, China and the US with several multinational companies, with over 16 years of experience in the HR field. Her current responsibilities include con-

sulting, benchmarking, development, and implementa-tion of the Medtronic Global Mobility program. Lai received her MA HRIR degree from Carlson school of management and MBA degree from University of Leeds.

PERSONAL INCOME TAX SOLUTIONMercer’s new Personal Income Tax Solution makes your planning process easier by providing immediate access to all the information you need to successfully calculate the tax and social security portion of an international assignment package.

PERSONAL TAX REPORTSThe Personal Tax Reports are authoritative guides on tax requirements and social charges. Each report explains how the local tax system is built and the implications for both local executives and expatriates. They summarize the individual’s liability for tax and social security.

PERSONAL INCOME TAX CALCULATORThe Personal Income Tax Calculator is a powerful tool that will help you measure the real value of your employee’s compensation, showing the exact difference made by taxes. The calculator allows you to determine gross-to-net and net-to-gross compensation to show how much of the salary will be left over after taxes.

The Personal Income Tax Solution is a cost-effective, multifunctional product that includes full reports on personal income tax and a powerful calculator. Over 140 locations, including regions and states, are available on a global entitlement or one-off basis. Get a demo during the conference! Visit the Personal Tax table during World of Resources, schedule a demo or speak to a Mercer consultant.

FEATURED SOLUTIONS

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COMPENSATION LOCALIZERMERCER’S LOCAL PLUS CALCULATOR

Streamline the way you pay international employees on a local compensation program

Compensation Localizer simplifies putting an employee on a host-based compensation program, gives you complete confidence in how the change will affect your employee, and helps determine any transitional or ongoing supplemental payments.

Use the tool to quantify the economic impact whenever you are putting an employee on a host-based compensation package, for:

Local Plus packages (where it is a feasible alternative to a traditional expat package).Localization (transitioning expatriates to host-based pay).One-way indefinite international transfers.Locally or directly hired foreigners.

Calculate the precise economic gain or loss to your transferee and the amount needed for the transferee to remain economically “whole.” Compare the package to the local market, using Mercer’s robust proprietary market remuneration data or your own local pay structure. Easily “sell” the package that represents a gain to the employee or decide whether to cushion a package that represents an economic loss.

Get a demo during the conference! Visit the Local Plus World of Resources table to sign up, or learn more about this and other localized compensation solutions.

MERCER MOBILIZE HOUSING SOLUTION™EXPATRIATE HOUSING WITH A PERFECT VIEW

Mercer Mobilize Housing Solution™ is an advanced, easy-to-use platform that taps into Mercer’s extensive resources and expertise to address one of the most expensive pieces of the expatriate package—housing. Provide equitable and cost-effective housing allowances with confidence with up-to-date, detailed, accurate housing data for over 400 locations worldwide on an interactive platform that lets you tailor housing decisions to your company’s needs.

NEW! LOWER COSTTechnology enhancements have allowed us to reduce the fees for Mobilize Housing – ask a Mercer representative about the new pricing and for a demo.

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CULTURAL TRAINING SOLUTIONS

NEW: CULTURE PASSPORT ON THE GOOur new mobile app puts the cultural tools and information your employees need at their fingertips, wherever they are in the world.

Your mobile workforce needs the right tools to succeed in working in diverse cultural environments. Give employees working abroad the cultural tools and local information they need with Culture Passport On the Go. With a single enterprise subscription, every one of your expats and business travelers has unlimited access to guides for over 150 destinations.

Available on Android and iOS devices. Get it on its own or as part of CulturalTrainingPassport Enterprise.

CULTURALTRAININGPASSPORT™CulturalTrainingPassport offers the most innovative and cost-effective interactive cultural training on the market. This unique tool offers country-specific, in-depth training to ensure the most effective and affordable cultural preparation for your assignees.

New: CulturalTrainingPassport is now available via an all-access Enterprise offering, providing courses for over 100 locations to all of your mobile employees and families. Or you can still purchase individual courses for your expats and their families. CulturalTrainingPassport Enterprise comes with access to Culture Passport On the Go for all your employees.

Get a demo during the conference! Visit the Cultural Training World of Resources table or speak to a Mercer consultant.

FEATURED SOLUTIONS

ASSIGNMENTPRO™INTERNATIONAL ASSIGNMENTS MANAGEMENT SOLUTION

Transform how you manage and administer your mobile workforce with the international assignment management tool that uses best-in-class technology to meet multinational companies’ demands.

AssignmentPro™ is a complete software solution that provides end-to-end automation to effectively manage all aspects of international assignments. The system houses all information in a single, easy-to-use format, eliminating the need to outsource expatriate administration. It coordinates multiple stakeholders, in both host and home locations, simplifying process management, and will perform the number-crunching, data gathering and document preparation for your mobility specialists.

This cost-effective, time-saving tool will automate:• Compensation and payroll reporting, including balance sheets• Cost projections• Exception from policy tracking• Ability to create customized user reports• Assignment tracking, including supplier management, contract management, workflow and assignee

communications• Expense management and actual pay tracking• Travel calendars• Worldwide compensation data collection

AssignmentPro gives you more control, more accuracy and more confidence that you are compensating your international assignees effectively.

Get a demo during the conference! Visit the AssignmentPro World of Resources table, sign-up for a personal demo, or speak to a Mercer consultant.

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MAKE YOUR VOICE HEARD.Take a quick survey and give us your input for future mobility technology developments.

Complete by 11am EST on Thursday, May 7 and be entered into a drawing for a free Compensation Localizer calculation, awarded during the conference closing.

www.imercer.com/quicktechsurvey

For information about our Global Mobility Solutions, visit us at: imercer.com/mobility

Copyright 2015 Mercer LLC. All rights reserved.

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Brazil

Canada

Chile

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Finland

France

Germany

Hong Kong

India

Indonesia

Ireland

Italy

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South Africa

Spain

Sweden

Switzerland

Taiwan

Thailand

Turkey

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Venezuela