2013 ARA Best of the West Program

Securing your future… Ready, Set, Change! 1

Securing your future…

The Scottsdale Plaza April 11th, 2013

ARA 10th Best of the West Relocation Summit


8:00 am Registration Open

8:00 am – 9:15 am Corporate Attendees Only

LaVinca Room

Corporate Roundtable Discussion **Corporate Only** Corporate HR attendees meet to discuss trending issues, share challenges and successes and brainstorm creative solutions.

8:00 am - 8:50 am Main Conference Room

Breakfast

9:00 am – 9:20 am Main Conference Room

Welcome Address Mickey Matteson, ARA President


The State of Greater Phoenix Economic Outlook Peggy Smith - CEO – Worldwide WERC

10:30 am – 10:50 am Break


Security in a Dangerous World – Panel Discussion Moderator: Bernadette Fargo, Marketing Director – Wells Fargo & Company Kent Moyer, CEO – The World Protection Group Tim Garcia, Corporate Security Manager – Intel Corporation Jochen Gliss, Program Manager – International Security, Freeport McMoRan

11:50 am – 12:00 pm Main Conference Room

ARA Announcements

12:00 pm - 1:00 pm Garden Court Terrace

Lunch and Networking

1:00 pm - 2:00 pm Main Conference Room

2013 Economic Outlook – Arizona Anita Khan, Senior Economist – Wells Fargo Securities, LLC

2:00 pm – 2:20 pm Break

2:20 pm – 3:20 pm Main Conference Room

The New Normal - Panel Discussion Moderator: Chris Furlotte, Vice President – Cornerstone Relocation Jason Vargas, Director of Business Development – Beltmann Relocation Group William Taylor, Head of Global Mobility – Adobe, Inc.

3:30 pm - 4:20 pm Main Conference Room

Stick it to Memory Susan Schneider, President – Plus Relocation

4:20 pm – 4:30 pm Main Conference Room

Closing Remarks

4:30 pm – 6:30 pm Garden Court Terrace

Networking Charity Reception

Agenda

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Executive

• President – Mickey Matteson [email protected]

• Past President – Jason Vargas [email protected]

• Vice President – Linda Shawn [email protected]

• Treasurer – Marc Krebs [email protected]

• Secretary – Florence Baird [email protected]

• Assistant – Juliette Fogo x [email protected]

Community Services

• Director of Community Services – Christina Mills [email protected]

• Assistant – Jana Pounder [email protected]

• Assistant – Kerri Amman [email protected]

Education and Training

• Director of Education – Bernadette Fargo [email protected]

• Assistant – Emely Hanson [email protected]

• Director of Training – Martha Bennett [email protected]

Marketing

• Director of Marketing – Fern Shaw [email protected]

• Assistant – Kim Krollman [email protected]

Membership

• Director of Membership – Steve Townsend [email protected]

• Membership committee:

• Gustavo Higuera [email protected]

• Scott Williamson [email protected]

• Mike Garland [email protected]

• Rick Reinhart [email protected]

ARA Board of Directors


A word from our President

Welcome to the 10th Annual Best of the West Relocation Summit! It is hard to believe that the Arizona Relocation Alliance (ARA) began as a small group just a decade ago. We are thrilled to see you all here and grateful that you continue to support the organization! Whether you are a member, a regular attendee, or joining us for the first time today… you are the reason the ARA exists. Our goal as an organization is to ‘Provide you with an inside track to global mobility!’ We are committed to working for you and with you ~ together we can make the ARA great!

Over the past few years there have been ups and downs, in fact we have moved sideways, across, and back again. As the companies that we once knew disappeared before our eyes, we were shocked. As the faces around us changed, we wondered who was next. And as the responsibilities piled on, we worked tirelessly to get things done. The worst is over and the result is a completely new business climate.

This year’s relocation summit, Securing your future….Ready, Set, Change, is geared towards sharing insight so that we can plan ahead and secure our future. Today’s speakers are here to aide you with ideas and tools to help you stay ahead of the game. We are delighted to have Peggy Smith from the Worldwide Employee Relocation Council back as our keynote speaker to give us her unique perspective on The State of Greater Phoenix Economic Outlook. Peggy is a tremendous asset to WERC® and we are honored that she is such a big part of today’s event. Our all-star lineup also includes Susan Schneider; fresh off her Presidency at WERC®, here to help us stretch beyond ourselves to overcome challenges with her practical and effective advice. We are also pleased to bring back our intuitive security panel. The panelists from The World Protection Group, Intel, and Freeport McMoRan spoke at our general meeting last September and left us all wanting more. Their knowledge, awareness, and wit had us all at the edge of our seats for the entire session and encore.

We would like to take just a moment to thank our sponsors who have made today’s event possible. Their support of the relocation summit and generosity over the years has helped make the ARA what it is today. They continuously rally around us and we are honored that many of them are here with us today. Please take a moment to thank them as you see them at today’s event. I would also like to thank our board members. We are a volunteer organization and what you see today wouldn’t be possible without several late nights, missed dinners, and tireless emails and phone calls. I am privileged to work side by side with some of the best relocation minds in our industry and honored to be their President. As our industry changes, so do the topics, issues, and goals of our organization and we are always looking for good people. We dare you to join us, help us improve, and let us know how we can support you in your personal and professional development.

As Mr. Joe Demier once said, “Every day is a bonus”, so we thank you for spending your “bonus” time with us! We hope this conference challenges your mind, broadens your horizons, and leaves you coming back for more! Sincerely,

Mickey Matteson Mickey Matteson, CRP | President, Arizona Relocation Alliance Director of Business Development | Emigra Ogletree Worldwide


---Keynote Speaker ---

Peggy Smith, SCRP, SGMS Chief Executive Officer – Worldwide ERC®

Ms. Smith, Worldwide ERC® President and Chief Executive Officer, is an experienced and innovative business leader and recognized global strategist. She came to Worldwide ERC® in May 2010 after a stellar career with Microsoft, where she expanded the company’s workforce mobility reach from U.S. to global coverage.

In her own words, she “never met a stranger”- indeed, Smith is viewed by her peers as a friendly and straightforward communicator with a great sense of integrity and humor and a curious and intelligent colleague.

She is recognized in business circles as a purposeful world citizen and a highly effective business development leader who builds strong relationships with a range of professionals in workforce mobility, talent management, staffing, benefits, payroll, finance, and procurement. When asked to describe herself, she’ll note that she drives for results with an open mind for ideas, and loves a challenge.

Having served on a number of committees and task forces for Worldwide ERC®, and more recently, on its Board of Directors and Executive Committee before joining the staff, she is equally familiar with global and U.S. member issues, and service provider and employer concerns, from both an internal and external perspective. She brings a deep understanding of each member segment’s needs and perspectives and an unwavering focus on the advancement of the workforce mobility industry and Worldwide ERC®.

She is a frequent presenter at mobility and HR-related conferences around the world, and has guest-lectured on talent mobility at Georgetown University.

Smith holds a BA in marketing from Seattle University, as well as the Worldwide ERC® Senior Certified Relocation Professional (SCRP®) and Senior Global Mobility Specialist (SGMS®) designations. Her involvement with Worldwide ERC® has included presentations, articles, and a variety of committee assignments, and led to recognition with a Meritorious Service Award in 2004 and the Distinguished Service Award in 2006. She served as 2006 Vice President of Worldwide ERC®, as Chairman of the association’s 2006 National Relocation Conference and Global Workforce Symposium Program Planning Committees, as 2007 Worldwide ERC® President, 2008 Chairman of the Board of Directors, as Chairman of the 2009 U.S. Advisory Council and as a board member of the Worldwide ERC® Coalition – Center for Governmental Issues.

Topic: The Shape of Global Mobility

Blend workforce mobility, talent management, regional challenges and the need for cost efficiency and you’ve got our industry! U.S. and global business needs and influences are changing the world's workforce agenda, and the roles of mobility and HR professionals are developing dynamically along with it. Worldwide ERC® CEO, Peggy Smith helps us see what it takes to be a mobility leader in today’s global arena.

Our Speakers…

ARA Loves our charity outreaches and will continue to provide opportunities to get involved and give back!

“We can't help everyone, but everyone can help someone.”

~Ronald Reagan


Bernadette Fargo CRP, GMS Marketing Director – Wells Fargo Home Mortgage

Ms. Fargo has been in the relocation industry since 1978, most recently as a trusted advisor to a portfolio of SW region Fortune 500 companies, assisting them to achieve their global mobility goals through the Wells Fargo relocation mortgage program. Previously, Global Account Manager, Prudential Relocation, Wholly dedicated assignment to Fortune 500 #1 global tech company responsible for international relocation programs in Asia and South America as well as global sales. A native of San Diego, Fargo graduated from San Diego State University. She is a mother of six and enjoys global travel with her family. She is also an active member of several industry groups including SCRC, Worldwide ERC, BAMM and ARA.

Kent Moyer President and CEO – World Protection Group

Mr. Moyer is founder and owner of The World Protection Group and is responsible for overall direction and growth of the organization and overseeing daily operations. He actively works with clients and security personnel to incorporate a philosophy of proactive, preventative security and attention to customer service. Moyer is a respected authority on executive protection and threat management; managing hundreds of threat cases for high profile corporate and individual clients.

Moyer is an alumnus of The Wharton School, University of Pennsylvania. He has accumulated over 2,000 hours of training in executive and dignitary protection and has logged thousands of hours of practical field protection details. Moyer is a graduate of the Executive Security Institute (ESI) with a degree in Criminal Justice and the Executive Protection Institute – both certified executive protection academies preferred by the FBI and U.S. Secret Service.

Tim Garcia Corporate Security Manager – Intel Corporation

Mr. Garcia has spent 19 years at Intel Corporation and has held various management positions in Corporate Security and the Intel Architecture Group. Garcia is currently the Event Security and Investigative Programs Manager. As part of this role he oversees Intel’s Travel Security Program. Prior to joining Intel, Garcia was with the U.S. Department of Justice, Federal Bureau of Investigation, Phoenix Division.

Education: Bachelor of Arts Degree in Industrial Science and Technology, Colorado State University, 1983.

Jochen Gliss Internal Security Program Manager – Freeport McMoRan Copper & Gold

Mr. Gliss has over 6 years with Freeport-McMoRan Copper & Gold. The first two years as Talent Manager in the global staffing group. The past four years as the International Security Program Manager, especially Travel Security for business traveler and liaison to our international facilities. Prior to Freeport, Gliss served twelve years in the German Armed Forces amongst other duty assignments as security officer for a unit specialized in evacuation operations

Education: MA in Human Resources, emphasis in international HR and personal management from the German equivalent to USMA WestPoint; MBA from Thunderbird, School of Global Management in Glendale

Our Speakers…


Moderator: Bernadette Fargo, CRP, GMS – Marketing Director, Wells Fargo Home Mortgage

Panelists: Kent Moyer, President and CEO – World Protection Group

Tim Garcia – Corporate Security Manager, Intel Corporation

Jochen Gliss, Director, Corporate Security, Freeport-McMoRan Copper & Gold Inc.

Topic: Protecting a global workforce in an era of uncertainty.

This panel of 3 corporate international security officers will focus on the policy, procedure and escalations required to effectively and successfully manage and protect a global workforce. Discussion topics will include:

Policy parameters surrounding relocation into foreign countries including the United States.

Procedures and timelines required to implement policy as well as exception guidelines.

In company means of communication, tracking of employees while on assignment as well as business travel.

Escalation requirements for natural disaster, war, terrorism and other acts of god/man including medical emergencies.

Business opportunity versus risk around the globe.

Q and A

Anika R. Khan Director, Senior Economist Wells Fargo Securities, LLC – Wells Fargo & Company

Ms. Khan is a director and senior economist with Wells Fargo with more than 15 years experience in Corporate and Investment Banking including U.S. macroeconomic and quantitative analysis, institutional sales and trading analytics and commercial-mortgage backed securities underwriting. Based in Charlotte, N.C., she is responsible for writing indicator reports, conducting research, and producing commentary on U.S. residential and nonresidential real estate markets, and contributes to the company’s Weekly Economic & Financial Commentary.

Khan’s commentary is frequently cited by periodicals such as the Wall Street Journal, New York Times, Bloomberg News, and USA Today. She is also a frequent guest on radio programs such as the National Public Radio, Associated Press, Bloomberg, and WSJ Radio. Through special White House invitations, Khan has discussed the economic outlook with senior Administration officials. She has also presented her research at the prestigious American Economic Association annual conference. She is a member of the American Economic Association, National Association of Business Economists and the Charlotte Economics Club. Anika is also an adjunct professor at Queens University in Charlotte.

Khan earned her B.S. in economics from Florida Agricultural and Mechanical University and an M.S. in economics from the University of North Carolina at Charlotte.

Topic: 2013 Economic Outlook – AZ

With economic growth stuck in slow gear, what are the short-term and long-term prospects for the U.S. and Arizona’s economy? The economic discussion will highlight the labor market, inflation, housing, and monetary and fiscal policy.

Our Speakers…


Our Speakers…

Christopher Furlotte, CRP Vice President Global Sales – Cornerstone Relocation Group

Mr. Furlotte has in excess of 23 years’ experience in the global mobility industry and manages Cornerstone’s global sales efforts, strategy and sale team as Cornerstone expands its multi-national corporate client base. Prior to his position at Cornerstone, Furlotte most recently served as Vice President, Global Business Development at Paragon Global Resources. In addition to business development roles, he led a team of sales professionals and account managers and has also held positions in client services, consulting and group move management throughout his career.

As an active member of the relocation industry, Furlotte has been a speaker at both local and national industry conferences, including Worldwide Employee Relocation Counsel, has been an expert contributor in industry articles and white papers and has held Board leadership roles for the Bay Area Professionals in Relocation and the Western International Personnel Association. He earned a Bachelor of Science in Business Administration from University of Rhode Island, Kingston, RI and earned a Certificate in International Business from the University of California Irvine, Irvine, CA. Furlotte holds Worldwide ERC’s Certified Relocation Professional (CRP) designation.

Jason Vargas, CRP Director of Business Development – Beltmann Relocation Group

Mr. Vargas joined the Beltmann Relocation Group, an agent for North American Van Lines, 12 years ago and has been with working with corporate clients since. An industry veteran, he knows the moving business from the inside out as he got his start in the business 16 years ago working part-time on the moving trucks while in college. Vargas assists corporations with developing custom relocation solutions for their employee’s household goods moves. He works closely with his clients to ensure their overall satisfaction and that their relocation program goals are met. Vargas holds a B. S. in Business Administration Marketing Management from California State University at Hayward. He has served on ARA Board as VP and Director of Education and currently as President. Vargas is a Certified Relocation Professional as well as a Certified Moving Consultant.

William Taylor, Esq. Head of Global Mobility – Adobe, Inc.

Mr. Taylor is a US immigration attorney and has been Head of Global Mobility for Adobe Systems Incorporated for the past 12 years. He has seen the transformation of Global Mobility from an administrative, ‘back-office’ function into a strategic, consultative partnership for key talent management initiatives. Taylor leads a high performing team of Global Mobility professionals focused on providing a high-touch, customer centric experience for internal stakeholders, new hires, assignees

and transferees. He has positioned the Adobe Global Mobility team as a critical differentiator in attracting and retaining top talent in all regions. He is a frequent speaker at Bay Area Mobility Management meetings, and was a panelist at the 2012 American Immigration Lawyers Association (AILA) Global Migration Conference in 2012.

Moderator: Christopher Furlotte, CRP , Vice President Global Sales – Cornerstone Relocation Group

Panelists: Jason Vargas, CRP, Director of Business Development – Beltmann Relocation Group

William Taylor, Esq., Head of Global Mobility – Adobe, Inc.

Speaker Panel The New Normal – Perspectives on the Past and Predictions for the Future. A reflection on the last few years in the global mobility industry as service providers navigated an economy in recession, falling real estate prices, dismal employment market and the stresses and strains on mobility. The session will emphasize not only the challenges but the strategies to overcome those and opportunities for cost savings and enhancements into the future. Three perspectives will be represented in this interactive discussion - the transportation industry, relocation management industry and a multi-national corporation. The discussion will dovetail into predictions on the future of global mobility and the challenges and opportunities that each segment represented envisions as they look forward.


Susan Schneider, SCRP, GMS President – Plus Relocation

Ms. Schneider is the President of Plus Relocation Services, Inc., a mobility management company that provides relocation and assignment management services to clients, including Fortune 100 and 500 companies. She has been with PLUS for over 20-years, holding a variety of positions in the company from front line service delivery, to VP of Sales and Account Management, to her current role as President, which she has held since 2006. In her term as President, PLUS has thrived through even the most challenging economic conditions, notwithstanding the real estate market.

Over the past three years the company has experienced record growth, employing over 130 people in the United States with a majority located in their corporate headquarters in Minneapolis. With a focus on becoming a global organization, PLUS opened their first non-US office in London in 2011 and will open an office in Hong Kong in January of 2013.

Schneider currently serves as Chairman of the Worldwide ERC® Board of Directors, where she has held several officer positions, including Secretary, Treasurer, Vice President, and President. She has also served as a speaker and an author for the organization. Worldwide ERC® has 10,000 members worldwide and is focused on assisting corporations who support a mobile workforce.

A philanthropist at heart, Schneider is driven to give back to the community. In 2011, she identified a unique opportunity to leverage her involvement in Worldwide ERC® to help those in need. With an upcoming industry conference being held in Las Vegas, home to one of the highest rates of female trafficking, Schneider took a risk and used her client entertainment budget to purchase products for hygiene kits for homeless youth. She reached out to suppliers, competitors, clients and prospects, not for money, but for their time and their helping hands. In less than two hours they completed 2,011 hygiene kits, which were delivered directly to some of the worst neighborhoods in the city. The event was such a success that it is now part of each conference PLUS attends, in fact her team completed 10,000 kits for homeless youth in Washington D.C. this fall.

With a passion for writing, Schneider authors a weekly blog, “Wednesdays with Susan,” that tackles personal and professional topics. These thought provoking topics, combined with her raw, comical approach have led to a speaking series and a book under the organization she founded, STICK IT! to Leadership. Her blog can be found at:

[email protected]

Schneider holds a BA degree in Communication and Sociology from Luther College. She and her husband Mark reside in Plymouth, MN with their two children, Jack and Ellen.

Topic: Stick It! to Memory

We all know what we need to be doing each day to be successful - in theory. Putting it into practice can be the real challenge. When faced with obstacles or opportunities that may require stretching ourselves, it is easy to forget the necessary disciplines to see us through. This session will leave you with insightful tools to help you overcome the many challenges that come your way. Participants in this session will:

Determine how to approach success

Compile a list of do's and don'ts

Examine the options available to them

Our Speakers…

Securing your future… Ready, Set, Change!

Brookfield Global Relocation Services Brookfield

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Attendees…

Kerri Amman Brookfield GRS

David Aronowitz Atlantic Relocation Systems

Florence Baird Brookfield GRS

Brett Battina Beltmann Relocation Group

Martha Bennett Arizona Relocation Alliance

Lorraine Bouland S&M Moving Systems

Nathan Brinker S&M Moving Systems

Ginny Callahan NRI Relocation, Inc.

Marianne Ciccaglione Global Mobility Solutions

Donna Corsaro Brookfield GRS

Janelle Dessaint Kimura Century 21 Arizona Foothills

Rick Dircks Dircks Moving & Logistics

David Donner New World Van Lines

Tracey Ellis Brookfield GRS

Bernadette Fargo Wells Fargo Home Mortgage

Chad Ferris Four Seasons Resort Scottsdale

Rachael Fletcher Brookfield GRS

Juliette Fogo The FFT Foundation

Maxine Frutkin Realty ONE Group

Chris Furlotte Cornerstone Relocation Group

Andy Galecke Expat Relocation Solutions

Tim Garcia Intel Corporation

Jochen Gliss Freeport-McMoRan Copper & Gold

Amy Hahn Intel Corporation

Emely Hanson Wells Fargo Home Mortgage

Addie Hogan Pearl Law Group

Joshua Hyatt Plus Relocation

Steven John RELO Direct, Inc.

Toni Jones Brookfield GRS

Douglas Ketzer Merchants Moving & Storage

Anika Khan Wells Fargo Securities

Jenny Khan Realty Executives Relocation

Ann Knapp Global Mobility Solutions

Christopher Koertge Prestige Accommodations

Marc Krebs Coldwell Banker Residential

Kim Krollman Oakwood Worldwide

Karen Latimer Zona Hotel & Suites

Marcia Leshe Brookfield

Ciela Lewis Citibank

Patricia Lillo SIRVA Relocation

Brenda Malinowski Brookfield GRS

Helen Maracle RELO Direct, Inc.

Diana Martin Liberty Appraisal Services

Jessica Martinez Freeport-McMoRan Copper & Gold

Mickey Matteson Émigré Ogletree Worldwide

Christina Mills Oakwood Worldwide

Eileen Mitchell Prudential Arizona Properties

Michael Morabito Paragon Relocation

Geraldine Moralez Intel Corporation

Kent Moyer World Protection Group

Andy Neall TheMIGroup

Colleen Nelson Bristol Global Mobility

Allyson Nye PetSmart

Jana Pounder Bristol Global Mobility

Amanda Rakofsky Global Mobility Solutions

Gaye Reynolds-Gooch IOR Global Services

Steve Rinaldo Beltmann Relocation Group

Katie Rudnick Premia Relocation Mortgage

Jim Russo Altair Global Relocation

Susan Schneider Plus Relocation

David Schroer Lexicon Relocation

Fern Shaw Lexicon Relocation

Linda Shawn Bristol Global Mobility

Andrew Shultz Chase

Peggy Smith Worldwide ERC

Karen Stueber Brookfield GRS

Jason Sutton Dircks Moving & Logistics

Connie Swenson Russ Lyon Sotheby's Realty

William Taylor Adobe Systems

Steve Townsend TRC Global Solutions

Jason Vargas Beltmann Relocation Group

Sheree Victor Bank of America

Cheryl Wallach Brookfield GRS

Danielle Waluck Global Mobility Solutions

Denise Wessel National Corporate Housing

Steven Wester Global Mobility Solutions

Tiffany Whitney Émigré Ogletree Worldwide

Marisol Wild Journey's End Relocation

Suzie Klucar BridgeStreet

Rhonda Chaney Horizon Moving Systems


Our Sponsors…


Notes…

2013 ARA Best of the West Program

Documents

Transcript of 2013 ARA Best of the West Program