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Expatriate Management and Global Mobility Forum 2014

Tuesday, 8 July 2014 @ 9:00 am - 5:00 pm

Expatriate Management Conference

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Unravel some of the most demanding challenges you face when managing a global workforce. At this conference you will hear a wealth of best practice case studies on international assignment management from a range of multinational organisations.

This event has been specially designed to assist in-house HR professionals responsible for the management and administration of expatriate’s and international employees.


Programme highlights include:

  • Plug the gap between talent and mobility
  • Strategic alignment of your mobility program
  • Manage expatriation in ‘difficult’ locations
  • Ensure you get the best cost and value from 2nd tier suppliers
  • Working with global nomads
  • Immigration and tax compliance
  • Evolution of global mobility




Book NowConfirmed speakers:

  • AIRINC – Kay Hall, General Manager Europe & Head of Business Development EMEA
  • Atkins – Liz Cox, Head of Global Mobility
  • Deloitte – Jessica Stooke, Senior Manager
  • Diageo – David Wells, Director of Global Mobility
  • General Motors – Richard Pennington, Head of International Assignment Services EMEA
  • GKN – Andrew Burley, Global Mobility Manager
  • Gilead Sciences – Grant Weinberg, Director Europe, Asia & Middle-East Talent Acquisition
  • Hilton Worldwide – Rebecca Riley, Snr Manager Global Mobility & Corporate Compensation
  • Kingfisher – Oonagh O’Connell, Senior Global Mobility Manager
  • London Metropolitan University – Dr. Sue Shortland, Principal Lecturer in Human Resource Management
  • Mercer – Ellyn Karetnick, Head of International Mobility
  • PWC – Will Schofield, Senior Partner
  • Zurich Corporate Savings – Stewart Allanson, International Corporate Distribution Manager,



Stewart Allanson, the International Corporate Distribution Manager at Zurich Corporate Savings will examining the impact of an ageing workforce on international benefits. We are looking for your input on this discussion and would welcome your feedback on this demographic shift within your organisation. Please take 5minutes to answer this short survey here.


People like you have attended this event and found it valuable – here is what they say:

  • “Excellent Speakers. Really well balanced range of speakers & content” – HR Manager – International, Herbert Smith LLP
  • “Good balance of topics + content. Clear, concise + very useful – enjoyed the day” – Service Delivery Manger, Sterling
  • “Presented very well. Very happy with outcome. Symposium – Very impressive. Happy to attend more conferences organised by your company” – HR Manager, Commonwealth Secretariat
  • “Overall a well organised, useful conference” – Recruitment Manager International Operations
  • “Very interesting and informative – was pleased to attend” – Tax Analyst, ING Bank


Book NowThis event is for you, if you are an:

  • International HR practitioner
  • Group Head of HR
  • Global/ International Mobility Director or Manager
  • Compensation and Benefits Director
  • International Reward Director
  • Expatriate Manager
  • Tax Expert
  • Global Pensions Director
  • Head of Colleague Relations / Employee Relations
  • Head of International Assignments
  • Head of Relocation


Additonal Information



09:00 – 09:30 Coffee and registration

09:30 – 09:45 Chair’s opening remarks

Dr. Sue Shortland, Principal Lecturer in Human Resource Management, London Metropolitan University

09:45 – 10:10 Identifying the types of assignments and individual challenges
  • Managing multiple types of assignments including commuter, short term, long term and permanent moves
  • Examining the challenges of each type of assignment
  • Practical tips to ensure success

Andrew Burley, Global Mobility Manager, GKN

10:10 – 10:40 Strategic alignment of your mobility program
  • The challenges posed by Global Mobility’s changing landscape
  • Tips on when and how companies should strategically review their global mobility programs in order to establish their own unique footprint
  • Understanding your company’s unique culture can help guide you to the solutions that fit your situation
  • View Hardship through the lens of your company’s culture in order to choose the right philosophy

Kay Hall, General Manager Europe & Head of Business Development EMEA,


10:40 – 10:50 Questions and discussion with speakers

10.50 – 11:20 Knowledge share networking session

11:20 – 11:40 Refreshments and networking

11:40 – 12:10 Managing expatriation in ‘difficult’ locations
  • Pro-actively managing risk
  • Understanding culture differences in emerging markets
  • Practical guide to moving people

Richard Pennington, Head of International Assignment Services EMEA, General Motors

11:40 – 12:10 The impact of an ageing population on Employee Benefits
    Examining trends within international benefits
    Understand the impacts and challengers for employers
    Implications for internationally mobile employees

Stewart Allanson, International Corporate Distribution Manager, Zurich Corporate Savings

12:10 – 12:40 Setting up in a new country
  • Examining where the move fits with the business strategy
  • Practical challenges and solutions during the relocation process
  • Approach to tax and social security – challenging the status quo of “expatriate” vs. “detachment”

Oonagh O’Connell, Senior Global Mobility Manager, Kingfisher

12:10 – 12:40 Partnership Model – A collaborative business experience
  • Ensuring partners are an extension of the in-house team
  • Managing 2nd tier partner issues and fulfilling commitments responsibly
  • Maximising value and minimizing costs when partnering

Grant Weinberg, Director Europe, Asia & Middle-East Talent Acquisition, Gilead Sciences

12:40 – 12:50 Questions with Speakers

12:40 – 12:50 Questions with Speakers

12:50 – 13:50 Lunch and networking

13:50 – 14:20 Knowledge share networking session
14:20 – 14:55 Reviewing global mobility policies
  • Ensuring polices are aligned to the business strategy
  • Linking talent, reward and mobility
  • Maximising resources, ensuring cost effectiveness

David Wells, Director of Global Mobility, Diageo

14:20 – 14:55 Managing Mobility: Immigration and the Assignee Experience
  • Immigration Service Models: High Touch v Basic
  • The assignee experience of immigration
  • Case studies – involving UK and global immigration examples

Jessica Stooke, Senior Manager, Deloitte

14:55 – 15:30 Future proofing your mobility programme

Rebecca Riley, Snr Manager Global Mobility & Corporate Compensation, Hilton Worldwide

14:55 – 15:30 Mobility and the Taxman
  • Understanding home and host obligations
  • Keeping track – personal circumstances, business travellers and deferred compensation
  • It’s all about data management – withholding and administration
  • Equalisation, protection or laissez-faire?
  • to next?

Will Schofield, Senior Partner, PWC

15:30 – 15:50 Refreshments and networking

15:50 – 16:20 Evolution of global mobility; the Atkins journey
  • Examining the drivers behind change
  • Ensuring operational efficiencies and compliance
  • Learning’s, challenges and experiences
  • Philosophy of mobility segmentation

Ellyn Karetnick, Head of International Mobility, Mercer and Liz Cox, Head of Global Mobility, Atkins

16:20 – 16:50 TBC

16:50 – 17:00 Questions and discussion with speakers

17:00 Chair’s closing remarks and end of conference

Our expert speakers include:


Kay Hall, General Manager Europe & Head of Business Development EMEA, AIRINC

Kay Hall

Based in London, Kay is responsible for developing and implementing the European business strategy. She brings to AIRINC extensive corporate sales and product management experience. She joined AIRINC in 2008.

Her career started in the Healthcare industry working in Sales and Product Development for multinational companies. Since 2000 she has assisted service providers in developing their businesses with a special focus on International Mobility. She has familiarity with global mobility issues both as an expat herself and through her professional career. Kay graduated in Economics and French at the University of London (RHBNC) and is fluent in English, French, Dutch and German. She has served on the Worldwide ERC’s EMEA Committee and the British School of Brussels’ Marketing Committee. She is a regular speaker at European conferences. In 2012 she was awarded the European EMMA for “Global Mobility Professional of the Year (Service Provider).”

Jessica Stooke, Senior Manager, Deloitte

Jessica Stooke

Jessica is a Senior Manager within the Immigration team. She has over 13 years experience as an Immigration Advisor to large multinational corporations, predominantly in the Energy & Resources, Finance & Banking and Communication & Technology sectors. Starting her career in Australia, she successfully qualified as a Registered Migration Agent in 2003. In 2005 Jessica relocated to London and qualified as a UK Immigration Advisor through the Office of the Immigration Services Commissioner in 2006. In 2009 Jessica was seconded to New York for a year to establish a branch office for a specialist immigration consultancy. Jessica’s UK immigration experience covers the full spectrum of applications, with particular focus on Tier 2. Since joining Deloitte in 2011 she has established herself as a subject matter expert and has conducted training sessions for the industry, as well as being a key speaker at Deloitte client seminars.

David Wells, Director of Global Mobility, Diageo

David Wells

David Wells is Director of Global Mobility for Diageo Plc, based in London. David has overall responsibility for the strategic and operational success of global mobility within Diageo. He has 20 years of global mobility experience. Prior to joining Diageo in December 2012, David was himself an expat based in Singapore as General Manager International Human Resources for International SOS.

David has also been a Director in the Ernst & Young Human Capital practice and spent 8 years at Rio Tinto Plc, where he built the global mobility function.

Richard Pennington, Head of International Assignment Services EMEA, General Motors

Richard Pennington

Richard Pennington is the Head of General Motors Company’s Global Mobility organisation in the EMEA Region, with responsibility for over 220 expatriates working in 26 countries in 32 separate work locations.

Richard trained as a lawyer before starting a career in the Automotive Industry in 1988 working initially for Vauxhall Motors and then Toyota in their UK Manufacturing operations. In 1997, Richard started an expatriate assignment with GM as part of a largely international management team responsible for successfully establishing a new Car Manufacturing operation in South Western Poland. After returning from Poland in 2000 he was HR Manager for GM’s UK Manufacturing operation before moving into a Corporate HR role at a time when GM in the UK took control of operations in the Republic of Ireland and integrated Saab and Chevrolet into the UK organisation.

In 2008 Richard moved into the Global Mobility role in EMEA and has been highly involved in supporting General Motors rapid expansion in Russia and Central Asia.

Richard has a particular interest in Eastern Europe and enjoys travelling within this region and learning about the culture.

Grant Weinberg, Director Europe, Asia & Middle-East Talent Acquisition, Gilead Sciences

Grant Weinberg

Grant studied Finance in South Africa before joining the Gaming Industry. After an eight year career in Casinos in various management roles he decided to transfer his Human Capital skills into the Recruitment Sector. His career has covered Agency, Onsite, In-House recruitment and HR Management across multiple sectors with a strong focus on Recruitment Business Partnering excellence. He is currently the Europe, Asia and Middle East, Director of Talent Acquisition for Gilead Sciences where he leads an internal Recruitment Centre of Excellence across 25 Geographies and across all disciplines. Grant’s skill set combines both strategy and operational excellence across Talent Acquisition/Management, combined with HR best practice, all underpinned by a strong business acumen. In 2013 Grant was independently recognized, as one of the eleven most influential In-House Recruitment professionals in the UK.

Andy BurleyAndrew Burley, Global Mobility Manager, GKN

Andy Burley is Global Reward Manager – Benefits & Mobility at GKN with responsibility for managing their global international assignee population. Andy’s has over 12 years’ experience of global mobility having commenced his career in expatriate tax before moving into the broader arena of global mobility. Since joining GKN, he has focused on international assignment policy development, ensuring compliance and effective management of assignments.

Rebecca Riley, Snr Manager Global Mobility & Corporate Compensation, Hilton Worldwide

Rebecca Riley

Rebecca Riley is the Senior Manager of Global Mobility and Corporate Compensation at Hilton Worldwide, with responsibility for their international corporate and the global international assignee populations.

Rebecca’s 12 years’ experience in Compensation & Benefits started in the hospitality sector as a Reward Analyst focused in the UK, rapidly progressing to management of global compensation and benefits programs. Since moving into Global Mobility 2 years ago Rebecca has focused on an overhaul of Hilton Worldwide’s 15 year old mobility program, introducing a new expatriate mobility framework which is a significant departure for Hilton Worldwide and supports the Company’s expansion plans by providing central governance whilst allowing regional flexibility and accountability.

Rebecca’s team are currently responsible for over 300 expats, typically global nomads, with plans to double this by the end of 2015, including several new assignment types to Hilton.

Oonagh O'ConnellOonagh O’Connell, Senior Global Mobility Manager, Kingfisher

Oonagh O’Connell is the Senior Manager responsible for the delivery of Mobility at Kingfisher plc based in London. Kingfisher currently operate in 9 markets in Europe and Asia with sales of over £11 billion. Prior to joining Kingfisher, Oonagh was Head of International Mobility at Deloitte and spent 7 year working within expatriate management and generalist HR at Mondelēz (formerly Kraft Foods).

Dr. Sue Shortland, Principal Lecturer in Human Resource Management, London Metropolitan University

Sue ShortlandDr. Sue Shortland is a Principal Lecturer in HRM and Team Leader for HRM courses at the Faculty of Business & Law at London Metropolitan University. Sue’s PhD in Human Resource Management relates to women’s participation in international mobility in the oil and gas industry. She holds Masters Degrees from the Universities of Cambridge and Westminster in Geography and Higher Education respectively. She began her career in industrial relations research and publishing at Incomes Data Services, Industrial Relations Services and at Personnel Executive magazine, before moving on to head up the Confederation of British Industry’s Employee Relocation Council. She has also worked in a managerial and consulting role in International HRM at KPMG. Sue is a Chartered Fellow of Chartered Institute of Personnel and Development, a Senior Fellow of the Higher Education Academy and holds SEDA accreditation. She is author of five books on mobility and HRM and has numerous articles published in both academic and practitioner journals.

Ellyn Karetnick, Head of International Mobility, Mercer

Ellyn KaretnickEllyn Karetnick is UK Head of the International Mobility practice in Mercer’s Talent business. With over 20 years of experience in the human resources and global mobility fields, both in corporate and consulting roles, Ellyn has designed and implemented effective international and domestic human resources strategies and programmes, and successfully managed global mobility programmes for many organisations.

Prior to joining Mercer, Ellyn was Director of Global Consultancy Services for Cartus and responsible for the EMEA region practice, with global expertise spanning across Asia and the Americas regions. She has also held leadership positions with various multinational corporations, both in Europe and the US, including Volvo and KPMG.

Ellyn holds a Masters degree in HR Management and a Bachelors degree in French and International Relations. She has lived and worked in many countries, including France, the Netherlands, Ireland, the US and UK. Ellyn is proficient in French and has a working knowledge of Dutch, Spanish and Italian.

Will Schofield, Senior Partner, PWC

Will SchofieldWill is a London based PwC partner in their global mobility practice. He has approaching 25 years assignee tax and HR mobility experience. He is a member of both the Chartered Institute of Taxation and, more recently having completed a postgraduate diploma in HR Management, the Chartered Institute of Personnel and Development.

Will has hands on experience of being an expatriate, having worked for the firm in Australia, Russia and the Czech Republic, as well as his native UK. While in Eastern Europe Will was responsible for the broader HR Services network across 28 territories. During this time he developed a deeper understanding of the numerous challenges of doing business and managing people across a diverse range of cultures and economies.

Now back in the UK Will is responsible for the delivery of a wide range of mobility related services to a broad client base, from large multinational inbound clients and FTSE 100 companies to smaller, more niche organisations.

Stewart Allanson, International Corporate Distribution Manager, Zurich Corporate Savings

Stewart AllansonStewart is the UK’s distribution manager for Zurich’s International Corporate Savings Plans. He has been with Zurich for over 15 years with various responsibilities including national account management and Government and Public Affairs. Stewart has been in the world of employee benefits for over 30 years, having previously been a consultant with a leading employee benefit firm. He is a member of the International Employee Benefits Association and is a regular contributor to industry publications on international pensions and global mobility.



Diamond Sponsors



AIRINC-Logo--TO-USEEstablished in 1954, AIRINC (Associates for International Research, Inc.) is a human resources consulting firm dedicated to facilitating global mobility.

AIRINC offers a wide range of expatriate compensation data services and global mobility advisory services, including compensation program design, policy development, benchmark surveys, and transition support. Whether a company is grappling with sending a first assignee, experiencing financial challenges, or contemplating a competitive review of an established program, AIRINC works to meet the specific needs of the client.

AIRINC is headquartered in Cambridge, Massachusetts, USA, and has full-service offices in Brussels, Amsterdam, London, and Hong Kong. www.air-inc.com


MERCER---TO-USEMercer offers a full spectrum of global mobility services and products across six continents. With offices in 42 countries and territories and more than 25,000 clients worldwide, we are leading expatriate management experts with a truly global footprint.

Mercer can help you make well informed, strategic decisions on how to optimise your human capital, and are the only consulting firm offering clients cross-functional talent mobility expertise in fields ranging from HR strategy/talent management, total reward, leadership development and workforce planning/metrics to mobility programme and policy design, expatriate compensation and health/retirement benefits.


Silver Sponsors

BTR International

BTR-logo-1---TO-USEWe are an independent, UK based global mobility services company providing relocation and move management support to worldwide organisations, their assignees, families and partners relocating across the globe.

In addition to holding ISO9001, ISO14001 and FIDI FAIMplus accreditations, we are proud to be members of many internationally respected industry associations including EuRA, Worldwide ERC, IAM and BAR Overseas. We are committed to delivering the highest standards of service to provide mobility solutions tailored to the specific requirements of each of our clients.

BTR International: “Together, we’ll go further”.

For more information contact us on Kevin Wieczorek

+44 (0)1582 495 495, +44 (0)7775 675 059


Zurich International Life

Zurich-Insurance---TO-USEZurich International Life

International employee benefit solutions

Zurich International Life is part of the Zurich Financial Services Group, offering life insurance, investment and protection solutions throughout the world. We have proven capability of operating internationally and in tailoring our products and services to meet the local requirements of expatriates and multinational corporations of all sizes. With a local presence in Europe, the Middle and Far East, we’ve developed our knowledge and understanding of key markets, enabling us to meet the needs of our customers and business partners for over 20 years. Our standard or individually tailored financial solutions are both flexible and portable and ideally suited to support a globally mobile workforce.

Zurich – serving our customers for more than 135 years.


Pickfords_CMYK--TO-USEEstablished for nearly 400 years, the Pickfords brand is the UK’s leading name in international moving and storage.

Pickfords Corporate Moving, a specialist division, takes a consultative approach with clients which have responsibility for managing expatriates globally. Pickfords develops innovative, customised solutions to support its client’s business needs and to ensure the smooth transition of the family moving to a new post overseas.

Services include;

  • Global move management provided by expert, highly trained local resources
  • Relocation policy review and planning
  • Global contract management
  • Central point of co-ordination to simplify communication
  • Leading edge technology including: customised reporting, global operational system and real time consignment tracking
  • Web based tools designed to inform both assignee and client at every step of a move
  • Local, national and international moving services


For more information contact us on Simon Johns on

07766 736974



Bronze Sponsors

ACS International Schools

ACS-logo---TO-USEEstablished over 40 years ago, ACS International Schools serves the educational needs of international and local families at its four schools: ACS Cobham, ACS Egham and ACS Hillingdon in the London area, and ACS Doha in Qatar.

All ACS schools are non-sectarian and co-educational (with boarding available at ACS Cobham). We accept students aged 2 to 18, and offer both American and international curricula, including the International Baccalaureate (IB).

All schools have state of the art facilities and a strong programme of co-curricular activities that support the schools’ strong student-centred philosophy.

SIRVA Wordwide

sirva---TO-USEA leading worldwide provider of relocation and moving solutions, SIRVA Worldwide, Inc. (www.sirva.com) provides more than 230,000 relocations per year to corporations, government employees, and individual consumers through its family of companies.

The Company delivers the best mobility experience at the lowest total cost to relocate through complete management of the global supply chain, the world’s leading global operations, industry-leading risk management processes, and full accountability and transparency of costs.

SIRVA’s family of companies includes Allied, Allied International, Allied Pickfords, Allied Special Products, DJK Residential, Global, northAmerican, northAmerican International, SIRVA Mortgage, SIRVA Relocation, SIRVA Move Management, SIRVA Global Relocation, Inc. and SIRVA Settlement.

Bristol Global Mobility

bristol_logo_RGB_transparent--TO-USEBristol provides global mobility services to meet your unique needs, offering customized and easy to implement solutions such as: a complete range of home sale programs, destination solutions, domestic and international household goods move management, short-term temporary accommodations, full program administration, and ongoing global assignment support.




Interdean Relocation Services

Interdean-Relocation-Services-Logo---TO-USEThinking Relocation? Think Interdean.

Whether looking to expand into new territories or to leverage your human capital in core international markets, Interdean has the relocation service to support the needs of your business and your relocating employees.

Interdean provides the full range of relocation services to support businesses with international interests.

Part of the Santa Fe Group

As part of the Santa Fe Group, Interdean has 120 offices in 50 locations across the world and employs 3,150 dedicated professionals, increasing our capacity to deliver consistent relocation services globally.

We make it easy.

Information for potential sponsors

If your organisation would be interested in promoting itself through the wide variety of exhibitions, sponsorship and marketing opportunities available at this event, please visit our sponsorship mini-site here or email or call Sales at sales@symposium-events.co.uk or 020 7231 5100.


You can attend this conference and donate to charity at the same time.

We are introducing a new scheme to encourage delegates to set up scheduled meetings with the sponsors at some of our conferences – and we will donate £25 to charity to thank you for your time.

You will be asked to select which charity will benefit from the shortlist of worthy causes below. All you will have to do is turn up at the exhibitor’s stand for ten minutes and have a chat – as easy as that! And all in a good cause 🙂

Mind logo


Provides advice and support to empower anyone experiencing a mental health problem. MIND campaign to improve services, raise awareness and promote understanding.
Stonewall logo


Stonewall works for equality and justice for lesbians, gay men and bisexuals.
McMillan Cancer logo

MacMillan Cancer Support

MacMillan provides practical, medical and financial support and push for better cancer care.
CentrePoint logo


Centrepoint is the UK's leading charity for homeless young people, supporting 16-25 years olds with housing, learning, health and life skills.
City Gateway logo

City Gateway

City Gateway is a charity dedicated to bringing hope to the local communities of Tower Hamlets that haven't benefited from the area’s wider economic development.
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Social media and blogs that focus on this event

Some of our expert speakers and thought leaders have blogged about this event and about expatriate management issues here:

Please use the following social media groups to network with attendees of this conference.

Follow our Company Page for event news and special offersDiscuss HR issues related to this event in our Linkedin GroupFollow us on TwitterFollow us on Facebook


Hilton London Canary Wharf, South Quay, Marsh Wall, London, E14 9SH

A downloadable map to the venue can be found via the ‘Downloads’ option above.

Need to stay in a hotel?

To search for a wide variety of hotel accommodation near this venue, click here.

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Book online by clicking ‘Add to Cart’ above and proceeding to the checkout or call the booking hotline: 020 7231 5100

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Other Useful Information

Special Offers

If you have a special offer or discount code, you will be asked to enter this in the Shopping Cart - look for the "Apply Coupon" option.

Only one special offer applies at any time. All discounts lapse if invoices are not paid by their due date, at which point the full registration fee will be payable.

Cancellations, Terms and Conditions

Please see our full terms and conditions here .

  • Cancellations can be made up to one month before the event. Cancellations must be confirmed in writing and will be subject to a cancellation charge of £100 + VAT.

  • Cancellations at less than one month from the event date are be subject to full payment.

  • Substitutions may be made at any date and are subject to a £100 + VAT administration fee.

  • Non-payment or non-attendance does not constitute a cancellation.

  • If you want to change to another course date, or different event, we will do our best to accommodate your request, but we reserve the right to refuse changes. Any changes are subject to a £100 + VAT administration fee.

How to pay

Payment can be made by credit card when you book, or you can specify cheque, bank transfer or invoice etc. once you complete the registration form.

An invoice or receipt is automatically sent once booking is completed online.

For cheque and BACS payments, our account details can be downloaded here.

Credit card details can be taken by telephone, please call our account department on +44 (0)20 7231 5100. We do not store any credit card details used for payment.


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Expatriate Management 2014
NB. Rate for in-house HR professionals only. Suppliers please call Tony Okbani 020 7231 5100.
£ 299.00


Tuesday, 8 July 2014
9:00 am - 5:00 pm
Event Tags:
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Hilton Hotel, Canary Wharf, London
South Quay, Marsh Wall
London, E14 9SH United Kingdom


Symposium Events
020 7231 5100