Oxford Mercer Program Guide April 2010

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Global Online TrainingStrategic international management of benefits, compensation and human capital

View faculty biographies guide at www.hr-training.mercer.com

Global Online TrainingStrategic international management of benefits, compensation and human capital

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Welcome................................................................................. 2

Program.overview.................................................................. 6

Who.is.the.faculty?............................................................... 9

Online.test.and.certification.............................................. 11

Complimentary.training.sessions..................................... 12. .1.benefits.and.compensation.session,.1.retirement.and.health.

benefits.session,.2.human.capital.sessions

Module.1:.Global.policy.setting.and.governance............ 14. .1.all.benefits.session,.1.compensation.session,.1.health.and.

welfare.session,.2.retirement.sessions

Module.2:.Global.growth.and.performance.drivers........ 16. .5.human.capital.sessions

Module.3:.Global.mobility.................................................. 18. .2.human.capital.sessions,.1.compensation.session,.1.health.and.

risk.benefits.session,.1.retirement.session

Module.4:.Europe.and.the.Middle.East............................. 20. .3.regional.sessions.on.benefits.and.compensation.across.the.

region.plus.2.country.sessions.on.retirement.and.health.benefits.in.France,.Germany.and.UK.(UK.session.includes.compensation)

Module.5:.Asia.Pacific......................................................... 22. .2.regional.sessions.on.benefits.and.compensation.across.the.

region.plus.3.country.sessions.on.retirement.and.health.benefits.in.China,.Japan.and.India

Module.6:.Americas............................................................. 24. .2.regional.sessions.on.benefits.and.compensation.across.the.

region.plus.3.country.sessions.on.retirement.and.health.benefits.in.Brazil,.Mexico.and.the.US

Worldwide.peer.networking.............................................. 27

How.to.participate............................................................... 28

Management.team.............................................................. 31

Table of conten

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Dear Global Professional,.

We.are.delighted.that.you.are.interested.in.Mercer.+.Oxford.Academics.Global.Online.Training..This.programis.designed.for.human.resource.professionals.who.haveglobal.or.multicountry.responsibilities.for.the.design.and.strategic.management.of.benefits,.compensation.and/or.human.capital.programs..Every.Global.Online..Training.module.is.delivered.by.both.Oxford.academics..and.Mercer.faculty..

This.program.consists.of.four.free.sample.training.sessions.plus.30.paid.online.training.sessions.organized.into.six.topic.area.modules,.with.five.training.sessions.per.module..The.modules.are:

n.. Sample module:.Free.sessions.available.from.www.hr-training.mercer.com

n...Module 1:.Global.policy.setting.and.governance

n...Module 2:.Global.growth.and.performance.drivers

n..Module 3:.Global.mobility

n...Module 4:.Europe.and.the.Middle.East

n..Module 5:.Asia.Pacific

n..Module 6:.Americas

Why Global Online Training

Human resource professionals Employers

Convenient, current and offers certification

Cost-effective training for global teams, customized to individual needs

n Learn year-round through 24/7 online access to Global Online Training (GOT) without time constraints or travel requirements.

n Keep your skills and knowledge of international HR on the cutting edge, as the GOT curriculum is refreshed annually.

n Choose from three learning levels – Foundation, Intermediate, Advanced training sessions – and assess your level of learning; individuals who successfully pass the online test for a GOT session receive certification.

n Select from three price options: US$300 (one session), US$1,200 (one module) or US$5,400 (entire program).

n Each price option gives you a one-year membership and includes as many as 50 employees receiving unlimited access to Global Online Training during the one-year membership.

n Choose whether to give all employees the same access to the same sessions/modules or customized access only to the specific sessions/modules that match each individual’s unique career goals.

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eHow Global Online Training differs from other programs

1... Gold standard trainingThis.prestigious.partnership.between.Oxford.academics,.a.team.led.by.Professor.Gordon.Clark.of.University.of.Oxford,.and.Mercer.is.the.gold.stan-dard.in.world-class.training.for.human.resource.professionals.worldwide..Every.Global.Online.Training.module.is.delivered.by.both.Oxford.academics.and.Mercer.faculty.

2... Online trainingA.12-year.(1996.to.2008).study.by.the.US.Department.of.Education.found.that.higher-education.students.who.utilizedonline.learning.generally.performed.better.than.those.attending.face-to-face.courses..Year-round,.24/7.online.access.to.training.provides.added.flex-ibility.to.learn.without.time.constraints.or.travel.requirements.

3... Flexible modular programFrom.a.total.of.30.online.trainingsessions.available,.companies.and.individuals.can.choose.to.buy.a.single.training.session,.multiple.sessions,.a.single.module.(each.module.includes.five.training.sessions),.multiple.modules.or.the.whole.program,.which.consists.of.six.modules..

4... Online test and certificationThe.Global.Online.Training.program.provides.an.online.test.for..each.training.session.to.assess.levels.of.learning..Individuals.who.successfully.pass.the.test.receive.certification.

5....Worldwide peer networkingParticipants.can.interact.online.with.other.global.professionals.in.order.to.share.experiences.and.continue.the.development.process.

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Global Online Training builds on one year of global market research in 38 countries to under-stand expectations and training needs worldwideIn.2009,.more.than.350.global.companies.participated.in.Mercer’s.one-year.market.research.and.helped.us.design.this.program.to.closely.address.the.training.and.peer.networking.needs.of.global.human.resource.teams..

Here.are.examples.of.quotes.from.global.companies.whose.feedback.we.have.incorporated.in.the.design.of.Global.Online.Training.

Market research question: What do you like most about this program?

Global Online Training Worldwide peer networkingPartnership between Mercer + Oxford Academics

“ Comprehensiveness; accessibility. It makes me quite excited at having this ‘on tap.‘”

“ Diversity of topics covered and that the training curriculum is updated each year.”

“ Modular setup allowing user to select what is relevant.”

“ We have a lot of staff who play different roles/hats within HR, so this program would ensure consistency of training for our staff.”

“ It specifically targets those who have global responsibility/perspective.”

“The global view.”

“ Ability to get up to speed quickly on high-level issues.”

“Global peer networking.”

“ Idea of networking and global perspective.”

“ I am most interested in the networking opportunity. Today it is difficult to connect with global professionals in other companies.”

“ I am most interested in networking with peers working within my industry. Alumni Directory would be useful to include information by person on names; job scope; industry; time zone and contact details.”

“ Networking and 24/7 availability.”

“ Networking/learning opportunity.”

“ Truly global issues/concept and the combination of practical vendor and academic education.”

“ Comprehensive, impressive combination of Mercer in partnership with Oxford Academics.”

“ Academia plus consulting design and delivery; price is attractive for up to 50 people.”

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We.look.forward.to.receiving.your..application.and.answering.your.questions..

We.wish.you.every.success..

Sincerely,...

Chair.of.the.Management.Committee.of.Global.Online.Training,..consisting.of:.

Giles C. Archibald.Worldwide.Partner,.Mercer.Giles.Archibald.is.the.Global.Leader.of.Mercer’s.Client.Services.Group.in.the.Retirement,.Risk.and.Finance.busi-ness..He.is.a.member.of.the.Mercer.Global.Retirement.Operating.Committee..Giles,.who.joined.Mercer.in.1977,.has

worked.in.Brussels,.London.and.New.York.as.an.international.consultantand.global.business.leader..Now.based.in.London.and.Manchester,.UK,.heprovides.consultation.for.many.US.and.European.multinationals..Giles.also.is.a.frequent.speaker.at.conferences.on.international.benefits.

Professor Gordon ClarkAcademic.Director,.University.of.Oxford.Gordon.Clark.is.a.Professor.and.pen.sions.specialist.at.the.University.of.Oxford..His.recent.books.include.Managing Financial Risks: From Global to Local.(Oxford.University.Press,.2009),.The Geography of Finance.(OUP,.2007),.European

Pensions and Global Finance.(OUP,.2003).and.Pension Fund Capitalism.(OUP,.2000)..He.is.currently.working.with.colleague.Dr..Ashby.Monk.to.developa.monograph.about.the.legitimacy.and.governance.of.sovereign.wealth.funds,.to.be.published.by.Princeton.University.Press.in.2011.

Heli OlkkonenPrincipal,.Mercer.Heli.Olkkonen.is.the.Program.Manager.of.Mercer + Oxford Academics Global Online Training..Heli.most.recently.workedfor.two.years.with.the.World.Economic.Forum.and.the.OECD.to.create.two.global.retirement.and.health.research.

publications..Heli.has.initiated.and.developed.four.product/service.offerings:.Mercer’s.49-country.annual.publication.Benefit Plans Around the World,.Mercer’s.monthly.Global Benefits Legislative Updates,.Mercer’s.biannual.Going Global.guide.and.Global Online Training.

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What is Global Online Training?This.flexible.program.delivers.year-round,..24/7.online.training.for.human.resource..professionals..Members.access.this.training..program.through.a.secure,.restricted.website.with.an.individual.log-in..The.Global.Online.Training.curriculum.is.refreshed.annually.

The.Global.Online.Training.program.consists.of.four.free.training.sessions.plus.30.paid.online.training.sessions.organized.into.six.topic.area.modules,.with.five.training.sessions.per.module..The.modules.are:

Global Online Training: Six modules, five sessions per module

Global focus Regional and country focus

Sample module: Available free from www.hr-training.mercer.com

Module 1: Global policy setting and governance

Module 2: Global growth and perfor-mance drivers

Module 3: Global mobility

Sample module: Available free from www.hr-training.mercer.com

Module 4: Europe and the Middle East

Module 5: Asia Pacific

Module 6: Americas

Features of every Global Online Training session 45-minute.training.recording.plus.a.15-minute.

online.test.accessible.from.secure.program.website

Option.to.download.and/or.print.slide.show.and.transcript.of.the.recording

Unlimited.replays.of.the.session.via.program.web-site;.ability.to.start,.stop,.restart,.rewind.and.forward.the.training.recording

Take.an.online.test.per.session.to.assess.level.of.learning;.individuals.who.pass.the.test.receive.certification

Option.to.e-mail.Mercer.faculty.follow-up.questions.

Option.to.participate.in.an.online.discussion.forum.with.peers

.....Access.to.training.plus.supplemental.resources,.including.Mercer.and.third-.party.periodical.and.journal.articles

.....Please.refer.to.page.28:.“Program.Cost.and.Registration”

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Overview

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Who is the target audience?The.Global.Online.Training.programis.designed.for.human.resource.professionals.who.have.global.or.multicountry.responsibilities.for.the.design.and.strategic.manage-ment.of.benefits,.compensation.and/or.human.capital.programs..

Every.module.delivers.training.at.three.learning.levels:.Foundation,.Intermediate.and.Advanced..

Foundation level.training.sessions.are.designed.for.the.global.professional.who.has.no.international.experience.and.who.is..entering.into.a.new.role.with.multicountry.benefits,.compensation.and/or.human.capital.responsibilities.

Intermediate level.training.sessions.are.designed.for.the.global.professional.who.has.some.knowledge.of.the.basic.concepts.of.international.benefits,.compensation.and.human.capital.manage-ment,.but.no.expert.knowledge.of.the.subject.being.presented.

Advanced level.training.sessions.are.designed.for.the.experienced.global.professional.who.has.expert.international.knowledge.of.the.subject.being.presented.

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The.training.sessions.and.modules.can.be.completed.in.any.sequence,.depending.on.individual.learning.needs..This.provides.an.opportunity.for.global.professionals.in.specialized.roles.to.access.only.the.training.sessions.and.modules.appropriate.for.the.scope.of.their.responsibilities..

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Every.Global.Online.Training.module.is.delivered.by.both.Oxford.academics.and.Mercer.faculty...

Meet the Oxford academics

The.Oxford.team,.led.by.Professor.Gordon.Clark,.is.noted.for.their.knowledge.and.experience.in.the.field.with.many.publica-tions.and.partnerships.with.industry.groups.

The.team.consists.of:

n Professor Gordon Clark,.Academic.Director,.University.of.Oxford.

n Dr. Adam Dixon,.University.of.Oxford.

n Dr. Ashby Monk,.University.of.Oxford.

n Dr. Will Harvey,.University.of.Oxford..

Meet the Mercer faculty

The.Mercer.faculty.to.Global.Online.Training.consists.of.experienced.market.leaders.worldwide.who.are.advising.employers,.governments.and.providers.in:.

Australia..Brazil..Canada..China...Czech.Republic..France

Germany...Hungary.India.Japan..Mexico..Singapore

Switzerland.United.Arab.Emirates..United.Kingdom..United.States

View.faculty.biographies.guide.at.www.hr-training.mercer.com.

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Expand your personal growthn...The.Global.Online.Training.program.

provides.an.online.test.for.each.training.session.to.assess.levels.of.learning.

n All.individuals.who.complete.the.online.session.test.receive.an.achievement.score.and.an.answer.key.afterward..

n Individuals.who.successfully.pass.a.sessiontest.receive.from.Mercer.a.Certificate.of.Completion.for.that.session.

Global Online Training: Certificate of Completion

Session.test.questions.are.written.based.on.predefined.learning.objectives.(Skills,.Knowledge.and.Inspiration).for.each.session..Each.online.test.consists.of.10.multiple-choice.questions.per.training.session..Subject.to.active.program.membership.status,.there.is.no.time.limit.for.completion.of.any.session.test,.and.participants.have.unlimited.opportunities.to.retake.a.test.

Global Online Training: Sample test questions

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Free training sessionsWe.encourage.you.to.test.our.four.free.Global.Online.Training.sessions.to.experiencethem.(described.on.page.13.and.accessible.from.www.hr-training.mercer.com).to.get.an.idea.of.how.intuitive.and.informative.the.learning.style.is..All.Global.Online.Training.sessions.are.delivered.in.the.same.way,.using.the.most.advanced.online.learning.technology.

What you will learn in this module

Skills Knowledge Inspiration

Master the ability to compare compensation, retirement and medical benefit employer provi-sions across countries and regions.

Gain in-depth information about the key human capital challenges facing employers in cross-border mergers and acquisitions, along with techniques for addressing these challenges.

Be inspired by the interesting variety of employer practices around the world.

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Free trainin

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Session 1 Foundation.Introduction to global benefits and compensation: Around the world in 45 minutes Faculty:.Giles.Archibald,.Robyn.Cameron,.Steve.Gross..This.session.provides.the.global.professional.with.an.awareness.of.and.sensitivity.to.the.differences.in.benefit.and.compensation.prac-tices.around.the.world..The.faculty.members.explain.how.rewards.programs.differ.by.country.and.are.being.changed.by.global.driving.forces,.and.they.also.explore.the.many.different.practices.across.and.within.the.regions..The.session.concludes.with.a.presentation.of.a.best.practice.approach.that.many.leading.global.companies.have.taken.in.dealing.with.this.international.complexity....

Session 2 Intermediate.Canadian retirement and health care system.Faculty:.Scott.Clausen,.Marg.French..The.faculty.members.start.with.a.discussion.of.the.present.market.environment,.as.this.environment.provides.a.good.background.for.the.issues.that.both.employees.and.employers.in.Canada.are.facing..The.faculty.members.then.discuss.the.general.framework.of.benefits.in.Canada,.go.into.more.detail.about.the.roles.played.by.governments,employers.and.individuals,.and.finish.by.talking.about.some.of.the.actions.that.employers.in.Canada.are.taking...

Session 3 Advanced.Mergers and acquisitions beyond borders: Global opportunities and risks Faculty:.Bart.Hermans,.Adam.Rosenberg..This.session.enhances.skills.for.awareness.of.and.sensitivity.to.the.differences.in.due.diligence.issues.in.transactions.around.the.world..The.faculty.members.present.knowledge.of.the.due.diligence.processand.how.it.fits.into.the.wider.merger-and-acquisition.(M&A).process..The.participant.will.gain.an.understanding.of.the.key.reward.issues.worldwide.faced.by.companies.doing.transactions..The.faculty..members.share.specific.examples.of.deal.issues.

Session 4 Advanced.Strategic training for global HR professionals: Survey results and case studies Faculty:.Daniel.Mitchell,.Heli.Olkkonen,.Anne.Stewart..While.many.organizations.may.claim.that.a.clear.line.of.sight.exists.between.their.business.strategy.and.the.training.solutions.planned.and.delivered.in.support.of.that.strategy,.research.reveals.that.in.many.companies,.that.is.not.the.case..While.the.positive.relationship.between.training.and.performance.is.both.intuitive.and.documented,.not.all.training.interventions.are.created.equal,.and.not.all.training.impacts.performance.in.a.positive.way..This.session.presents.multi-country.survey.data.and.case.studies.of.best.practice.training.solutions.by.leading.global.employers.



Master the ability to define (or redefine) your global benefits and com-pensation philosophies.

Gain in-depth informa-tion about best practices by global companies, from policy setting and building an inventory to decision making, imple-mentation and proactively addressing related gover-nance issues.

Training in this module draws on case examples from the corporate world.

Session 1 Foundation.Global policy setting, gathering information and implementation Faculty:.Robyn.Cameron,.Vicki.Stokoe..This.session.delivers.guidance.on.how.to.define.(or.redefine).your.global.benefits.philosophy,.from.policy.setting.and.building.an.inventory.to.the.design.of.decision-making.and.related.governance.structures.and.implementation.of.the.overall.framework..The.faculty.members.focus.on.what.needs.to.be.considered.when.establishing.your.global.benefit.guidelines.and.invite.participants.to.consider.where.they.are.now,.where.they.want.to.be.and.how.to.get.there....

Module 1

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Session 2 Intermediate.Global compensation strategy: Who’s doing it, how and why.Faculty:.Darrell.Cira,.Steve.Gross..In.today’s.global.business.environment,.human.resource.professionalsare.challenged.with.striking.the.right.balance.between.global.com-pensation.systems.and.optimal.local.solutions..This.session.will.share.the.successes.and.challenges.of.designing.and.administering.compensation.in.a.global.context,.using.examples.from.several..organizations.that.have.begun.the.journey.toward.globalization...

Session 3 Intermediate.The growing case for global health and welfare care strategies Faculty:.Christine.Owen..Many.employers.aspire.to.harmonization.and.equanimity.in.the.delivery.of.their.health.and.wellness.services.and.benefits.around.the.world..In.this.session,.we.examine.global.health.risk.profiles.and.their.potential.to.affect.business.productivity.and.profitability..We.explore.the.opportunities.to.have.an.impact.on.this.significant.busi-ness.risk.and.to.develop.effective.and.efficient.global.programs.that.deliver.real.health.improvement.and.measurable.return.on.invest-ment..We.also.explore.the.role.of.multinational.companies.in.shapinghealth.and.welfare.care.reform.in.light.of.the.almost.universal.cost.shifting.by.governments.in.funding.health.care.provisions.for.the.employed.population.and.the.opportunities.for.influencing.the.design.of.supplemental.programs.in.emerging.markets.

Session 4 Advanced.Managing pension risk in defined benefit retirement plans Faculty:.Kevin.McLaughlin..Due.to.increasingly.volatile.markets.around.the.world,.managing.and.monitoring.pension.risk.is.top.of.mind.for.many.CFOs.and.risk.managers..In.this.session,.the.faculty.will.discuss.how.multinationalsmanage.pension.risks.globally.from.headquarters..The.faculty.will.share.new.approaches.to.managing.and.monitoring.pension.risk.across.borders,.including.case.examples.of.how.these.approaches.are.actually.working.at.multinational.companies..This.session.focuses.on.how.to.manage.defined.benefit.retirement.plans.that.are.mostly.closed.to.new.entrants.and.whose.membership.is.aging..In.spite.of.the.plans.being.closed,.the.liability.trail.will.last.for.some.time..Hence,.it.is.important.to.understand.the.risks.and.find.ways..to.reduce.those.risks.

Session 5 Advanced.Defined contribution pensions: Design and structure Academic:.Dr..Gordon.Clark,.University.of.Oxford.Faculty:.Barbara.Marder..In.this.session,.we.consider.the.principles.behind.the.design.of.definedcontribution.pensions.in.the.private.sector,.drawing.lessons.from.studies.of.global.best.practice.to.inform.employers’.goals,.objectives.and.plan.management.as.well.as.the.choices.made.available.to..participants..It.is.noted.that.the.structure.of.defined.contribution.(DC).plans.often.depends.upon.the.nature.and.diversity.of.companies’.workforces.and.the.role.of.DC.pensions.in.relation.to.national..pension.systems...

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Master the ability to bring significant value to your global organiza-tion’s growth and its sales effort through the rede-fining of employee roles, performance measures and pay packages to further align them with business strategy.

Gain in-depth informa-tion about how to create a high-performing workforce culture through human capital dashboards, which are becoming more prevalent in human resource functions.

Training in this module draws on case examples from the corporate world.

Session 1 Foundation.Helping the sales organization succeed Faculty:.David.Heazlett,.Steve.Grossman...The.frontline.sales.manager.is.highly.critical.to.sales.force.effectiveness,.yet.it.remains.an.underleveraged.role.in.many.organizations..Mercer.research.on.Fortune.500.companies.suggests.that.the.sales.organization.could.benefit.greatly.from.redefining.roles,.profiles.and.capabilities,.and.designing.pay.packages.in.concert.with.other.enabling.fundamentals..These.represent.key.areas.where.HR.can.bring.significant.value.to.the.sales.effort....

Module 2

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Session 2 Foundation.Employee performance management in a global setting.Faculty:.Jason.Jeffay,.Padmaja.Alaganandan..Employee.performance.measurement.systems.can.serve.as.the.criti-cal.link.between.business.strategy.and.execution.that.defines.and.clarifies.the.behaviors.that.lead.to.sustainable.success..This.session.discusses.global.best.practices...

Session 3 Intermediate.Organizing the workforce infrastructure to drive business results Faculty:.Ilene.Siscovick..Combining.accountability.mapping,.role.clarification,.and.skill.and.competency.assessment,.this.new.blueprint.of.workforce.archi-tecture.not.only.ensures.the.organization.is.“hard-wired”.with.the.required.behavioral.shift.to.create.a.high-performing.culture,.but.also.presents.a.clear.roadmap.of.how.to.implement.widespread.organizational.change.that.is.fully.aligned.with.business.strategies.

Session 4 Advanced.Managing with human capital dashboards Faculty:.Rick.Guzzo,.Matthew.Stevenson..Human.capital.dashboards.are.becoming.more.prevalent.in.human.resource.functions.because.integrated.human.resource.information.systems.(HRIS).now.make.it.possible.to.bring.a.wealth.of.important.human.capital.data.together.into.a.single.place..Technology.also.makes.it.possible.to.tie.together.data.from.various.sources.–.not.just.from.HRIS,.but.from.surveys.and.customer.service.databases.as.well.–to.develop.an.integrated.view..This.session,.which.is.rich.with.case.examples,.delivers.principles.of.effective.dashboard.design.and.use.

Session 5 Advanced.The modern firm: Rewards in the new economy Academic:.Dr..Ashby.Monk,.University.of.Oxford..Over.the.past.few.decades,.market-based.competition,.globalization.and.the.knowledge.economy.have.all.ushered.in.a.new.paradigm.of.wealth.creation.underpinned.by.the.dynamic.capabilities.of.firms..In.this.new.economy,.prosperity.is.a.function.of.sorting.and.analyz-ing.knowledge.and.applying.it.usefully..The.success.of.firms.is.thus.increasingly.based.on.“firm-specific.human.capital,”.which.underpinsboth.innovation.and.competitiveness..As.such,.this.training.illustratesthe.changing.nature.of.competition.and.demonstrates.the.importanceof.human.capital.in.the.new.economy,.focusing.specifically.on.the.role.of.rewards.in.the.attraction.and.retention.of.key.employees.

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Master the ability to structure appropriate expatriate packages and processes.

Gain in-depth information about typical international assignment package components, technical considerations and current trends.

Find out why finding suit-able mobility candidates is challenging, and learn techniques for addressing these challenges.

Session 1 Foundation.Expatriate talent management and segmentation Faculty:.Tom.Flannery,.Carlos.Mestre..The.increasing.diversity.of.the.expatriate.population,.complex.assignment.patternsand.the.ever-present.need.to.control.costs.have.led.a.growing.number.of.leading.companies.to.differentiate.their.expatriate.compensation.approaches.according.to.types.of.assignments.and.employee.categories..The.session.illustrates.how.to.implement.a.segmented.policy.and.provides.examples.of.expatriate.packages.for.different.types.of.assignments....

Session 2 Intermediate.Expatriate compensation and allowances.Faculty:.Olivier.Meier,.Yvonne.Traber..This.session.will.focus.on.how.to.design.a.competitive.expatriate.compensation.package.and.set.consistent.expatriate.allowances..It.will.explain.the.concept.and.

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theories.driving.expatriate.compensation.and.will.explore.the.most.common.approaches.with.actual.case.examples..This.session.will.also.discuss.how.to.determine.expatriate.allowances.and.premiums.such.as.cost.of.living,.housing.and.hardship.allowances...

Session 3 Intermediate.Expatriate medical and risk benefit provision Faculty:.Lynda.Remec,.Tracey.Shephard..Companies.often.offer.special.international.medical.plans.to.their.globally.mobile.employees.to.address.the.difficulties.of.maintaining.this.type.of.employee.in.a.home.or.host.country.medical.plan..In.terms.of.risk.benefits,.death.and.disability.benefits.for.expatriates.are.typically.provided.through.a.home.or.host.country.plan;.however,there.are.common.difficulties.in.ensuring.continuity.of.risk.benefits.coverage..This.session.provides.an.update.on.current.trends,.practicesand.challenges.that.companies.face.as.they.move.employees.across.borders.and.provide.medical.and.risk.benefits.for.them.

Session 4 Intermediate.Expatriate pension provision Faculty:.Noam.Lakser,.Robert.Lockley..Benefit.programs.(including.retirement.issues).for.globally.mobile.employees.can.present.major.challenges.for.multinational.companies,due.in.part.to.the.complexities.of.providing.equitable.packages.acrossborders..The.biggest.challenge.is.arriving.at.a.globally.consistent.approach.for.such.a.disparate.group.of.employees..This.session.pro-vides.an.update.on.current.trends,.practices.and.challenges.that.companies.face.as.they.move.employees.across.borders.and.provide.pension.benefits.for.them.

Session 5 Advanced.The migration of global talent Academic:.Dr..Will.Harvey,.University.of.Oxford..This.presentation.examines.the.most.recent.research.and.analysis.on.the.international.migration.of.elite.workers..It.begins.with.a.brief.overview.of.some.of.the.well-established.explanations.of.internationalmigration,.such.as.push-pull,.human.capital,.network.and.brain.draintheories..The.main.discussion.then.turns.to.contemporary.explanationsof.highly.skilled.migration,.including.business.travel.and.expatriation,education.and.career.development,.lifestyle.changes,.as.well.as.char-acteristics.associated.with.countries,.regions.and.cities..The.overallargument.is.that.our.understanding.of.international.migration.needsto.focus.on.broader.issues.–.not.just.employment.dynamics.–.becausemany.highly.skilled.people.are.moving.due.to.factors.unrelated.to.work.Finally,.rather.than.emphasizing.the.migration.of.talent,.this.trainingsuggests.that.our.focus.should.be.more.on.the.mobility.of.talent.because.many.business.elites.today.are.moving.abroad.temporarily,.as.opposed.to.in.the.past,.when.long-term.relocations.and.second-ments.were.the.norm.

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Master the ability to consider where emerging trends and best practices in one country or in this region might have appli-cation to other countries or globally.

Gain in-depth information about fast-moving coun-tries in this region, trends in local compensation and benefits across this region, and the actions required by employers driven by legislative responsibilities for benefit provision.

Learn where structural and cultural differences may limit attempts to apply global benefits and compensation standards directly into this region.

Regional.sessions.include.Sessions.1,.2.and.3:

Session 1 Foundation.Eastern Europe benefits and compensation across the region Faculty:.Martin.Macha,.Larisa.Muravska..This.regional.session.will.provide.a.high-level.overview.of.employer.compensationand.benefits.practices,.trends.and.legislation.within.the.region..Not.every.countryis.examined,.but.examples.showing.the.diversity.across.the.region.of.design.structures,.vendor.marketplace,.insurance.market.maturity,.retirement.and.health.issues.are.provided..In.addition,.compensation.trends.in.key.markets..are.explored.and.current.topical.issues.are.introduced....

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Session 2 FoundationThe Middle East: Benefits and compensation across the region.Faculty:.Callum.Burns-Green,.Cameron.Hannah..This.regional.session.provides.a.high-level.overview.of.employer.compensation.and.benefits.practices,.trends.and.legislation.within.the.region..Not.every.country.is.examined,.but.examples.showing.the.diversity.across.the.region.of.design.structures,.vendor.mar-ketplace,.insurance.market.maturity,.retirement.and.health.issues.are.provided..In.addition,.compensation.trends.in.key.markets.are.explored.and.current.topical.issues.are.introduced...

Session 3 Advanced The changing pension and benefits landscape of Europe and the Middle East Academic:.Dr..Adam.Dixon,.University.of.Oxford..This.session.discusses.the.primary.challenges.affecting.and.changingthe.pension.and.benefits.landscape.of.Europe.and.the.Middle.East..The.faculty.presenter.explores.the.ways.in.which.European.integra-tion,.expanding.pan-European.firms.and.growing.trans-European.labormarkets.are.challenging.the.continuity.of.national.systems.of.public.and.private.pension.provision..Despite.this.increasing.“Europeanization,”national.differences.still.persist.and.will.continue.to.do.so.for.the.foreseeable.future..This.session.explains.why.this.is.the.case,.while.offering.a.discussion.of.how.transnational.modes.of.pension.and.benefits.provision.are.being.facilitated.at.the.European.level.

Country.sessions.include.Sessions.4.and.5:

Session 4 IntermediateFrance and Germany retirement and health benefit practices Faculty:.Norman.Dreger,.Charles-Antoine.Roger..This.session.deals.with.the.pension.and.health.benefits.landscape.in.two.of.Europe’s.most.important.economies,.France.and.Germany..This.session.provides.an.overview.of.these.countries’.macroeconomicenvironments,.social.security.systems.for.retirement.and.health.provision,.key.government.legislation.affecting.employer.benefit.programs,.health.insurance.markets,.corporate.pension.funding.vehicles.and.employer.practices.in.retirement.and.health.benefits..The.faculty.members.then.go.into.more.detail.about.some.of.the.hottest.topics,.most.pressing.challenges.facing.employers.in.these.two.countries.and.actions.that.employers.are.taking.in.providing.retirement.and.health.benefits.for.their.employees.

Session 5 IntermediateUnited Kingdom: Retirement and health benefit and compensation practices Faculty:.Charles.Alberts,.Deborah.Cooper,.Christopher.Johnson..This.session.provides.an.overview.of.this.country’s.macroeconomic.environment,.social.security.system.for.retirement.and.health.provision,key.government.legislation.affecting.employer.benefit.and.compen-sation.programs,.health.insurance.market,.corporate.pension.funding.vehicles.and.employer.practices.in.benefits.and.compensation.pro-grams..The.faculty.members.then.go.into.more.detail.about.some.of.the.hottest.topics,.most.pressing.challenges.facing.employers.in.thiscountry.and.actions.that.employers.are.taking.in.providing.benefits.and.compensation.for.their.employees.

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Regional.sessions.include.Sessions.1.and.2:.

Session 1 Foundation Asia Pacific: Benefits and compensation across the region Faculty:.Ben.Facer,.Amy.Laverock,.Jo.Wear..This.regional.session.provides.a.high-level.overview.of.employer.compensation.and.benefits.practices,.trends.and.legislation.within.the.region..Not.every.countryis.examined,.but.examples.showing.the.diversity.across.the.region.of.design.structures,.vendor.marketplace,.insurance.market.maturity,.retirement.and.healthissues.are.provided..In.addition,.compensation.trends.in.key.markets.are.explored.and.current.topical.issues.are.introduced....

Session 2 AdvancedPensions and retirement planning in the Asia Pacific region.Academic:.Dr..Gordon.Clark,.University.of.Oxford..In.this.presentation,.we.survey.developments.in.the.employer.provision.of.pen-sion.benefits.across.the.Asia.Pacific.region,.recognizing.the.dynamic.nature.of.economic.development.in.the.region.as.well.as.the.transformation.of.benefit.

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systems.in.even.the.developed.economies.(Australia.and.Japan).of.the.region..Three.points.are.made.about.the.apparent.trends.in.employer.provision..First,.in.those.countries.experiencing.the.most.rapid.rates.of.economic.growth,.rural-urban.migration.has.effectivelycut.off.many.workers.from.traditional.sources.of.community.support.Second,.the.competitiveness.of.many.countries.has.been.based.on.the.cost.advantage.of.urban.production.platforms,.discounting.any.form.of.employer.provision.of.benefits..Third,.these.forces.are.giving.way.in.some.cases.with.the.emergence.of.a.new.urban.middle.class.population.that.has.a.genuine.interest.in.planning.for.the.future..This.may.mean,.however,.a.mixture.of.private.saving.and.employer-provided.benefits,.as.nation.states.come.to.recognize.the.potential.long-term.costs.of.ageing.populations...

Country.sessions.include.Sessions.3,.4.and.5:

Session 3 Intermediate China retirement and health benefit practices Faculty:.Stan.Feng,.Greta.Mikelonis..This.session.provides.an.overview.of.this.country’s.macroeconomic.environment,.social.security.system.for.retirement.and.health.provi-sion,.key.government.legislation.affecting.employer.benefit.programs,health.insurance.market,.corporate.pension.funding.vehicles.and.employer.practices.in.retirement.and.health.benefits..The.faculty.members.then.go.into.more.detail.about.some.of.the.hottest.topics,most.pressing.challenges.facing.employers.in.this.country.and.actions.that.employers.are.taking.in.providing.retirement.and..health.benefits.for.their.employees.

Session 4 IntermediateJapan retirement and health benefit practices Faculty:.Steve.E..Brown,.Dustin.Wasserman...This.session.provides.an.overview.of.this.country’s.macroeconomic.environment,.social.security.system.for.retirement.and.health.provi-sion,.key.government.legislation.affecting.employer.benefit.programs,health.insurance.market,.corporate.pension.funding.vehicles.and.employer.practices.in.retirement.and.health.benefits..The.faculty.members.then.go.into.more.detail.about.some.of.the.hottest.topics,.most.pressing.challenges.facing.employers.in.this.country.and.actions.that.employers.are.taking.in.providing.retirement.and..health.benefits.for.their.employees.

Session 5 IntermediateIndia retirement and health benefit practices Faculty:.Gautam.Kakar,.Sudip.Mukhopadhyay..This.session.provides.an.overview.of.this.country’s.macroeconomic.environment,.social.security.system.for.retirement.and.health.provi-sion,.key.government.legislation.affecting.employer.benefit.programs,health.insurance.market,.corporate.pension.funding.vehicles.and.employer.practices.in.retirement.and.health.benefits..The.faculty.members.then.go.into.more.detail.about.some.of.the.hottest.topics,.most.pressing.challenges.facing.employers.in.this.country.and.actions.that.employers.are.taking.in.providing.retirement.and..health.benefits.for.their.employees.

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Regional.sessions.include.Sessions.1.and.2:.

Session 1 Foundation Latin America: Benefits and compensation across the region Faculty:.Jeanie.Adkins,.François.Racicot..This.regional.session.provides.a.high-level.overview.of.employer.compensation.and.benefits.practices,.trends.and.legislation.within.the.region..Not.every.countryis.examined,.but.examples.showing.the.diversity.across.the.region.of.design.structures,.vendor.marketplace,.insurance.market.maturity,.retirement.and.health.issues.are.provided..In.addition,.compensation.trends.in.key.markets..are.explored.and.current.topical.issues.are.introduced....

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Session 2 AdvancedPrivate pensions in North America: Recreating the second pillar.Academic:.Dr..Ashby.Monk,.University.of.Oxford..Employer-sponsored.pensions.in.the.private.sector.have.been.a.cornerstone.of.retirement.policy.in.North.America,.supplementing.a.modest.state.social.security.and.ensuring.sufficient.replacement.rates.for.the.elderly.in.retirement..However,.the.long-term.transition.from.defined.benefit.(DB).to.defined.contribution.pensions,.coupled.with.the.retreat.by.some.employers.from.offering.retirement.income.benefits.altogether,.has.prompted.concern.about.the.future.of.this.model..As.such,.this.presentation.maps.out.the.pension.landscape.in.North.America..It.explains.why.DB.pensions.are.on.the.decline.and.shows.what.Canada.and.the.United.States.are.doing.about.it...

Country.sessions.include.Sessions.3,.4.and.5:

Session 3 Intermediate Brazil retirement and health benefit practices Faculty:.Alberto.Mondelli,.François.Racicot..This.session.provides.an.overview.of.this.country’s.macroeconomic.environment,.social.security.system.for.retirement.and.health.provi-sion,.key.government.legislation.affecting.employer.benefit.programs,health.insurance.market,.corporate.pension.funding.vehicles.and.employer.practices.in.retirement.and.health.benefits..The.faculty.members.then.go.into.more.detail.about.some.of.the.hottest.topics,.most.pressing.challenges.facing.employers.in.this.country.and.actions.that.employers.are.taking.in.providing.retirement.and..health.benefits.for.their.employees.

Session 4 IntermediateMexico retirement and health benefit practices Faculty:.Paule.Desaulniers,.Sergio.Torres...This.session.provides.an.overview.of.this.country’s.macroeconomic.environment,.social.security.system.for.retirement.and.health.provi-sion,.key.government.legislation.affecting.employer.benefit.programs,health.insurance.market,.corporate.pension.funding.vehicles.and.employer.practices.in.retirement.and.health.benefits..The.faculty.members.then.go.into.more.detail.about.some.of.the.hottest.topics,.most.pressing.challenges.facing.employers.in.this.country.and.actions.that.employers.are.taking.in.providing.retirement.and..health.benefits.for.their.employees.

Session 5 IntermediateUS retirement and health benefit practices Faculty:.Sharon.Cunninghis,.Betsy.Dill..This.session.provides.an.overview.of.this.country’s.macroeconomic.environment,.social.security.system.for.retirement.and.health.provi-sion,.key.government.legislation.affecting.employer.benefit.programs,health.insurance.market,.corporate.pension.funding.vehicles.and.employer.practices.in.retirement.and.health.benefits..The.faculty.members.then.go.into.more.detail.about.some.of.the.hottest.topics,.most.pressing.challenges.facing.employers.in.this.country.and.actions.that.employers.are.taking.in.providing.retirement.and..health.benefits.for.their.employees.

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Participants’ views will be used as a valuable source for the ongoing development of the worldwide peer networking group program. Current program features include:

The option to e-mail your questions directly to the training session faculty for every Mercer session

For each training session, the option to participate in an online discussion forum for all session attendees around each topic of the session

The option to voluntarily participate in and receive the Global Online Training: Worldwide Peer Network Directory, enabling you to interact by e-mail with other global professionals

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Program costGlobal.Online.Training.offers.cost-effective.training.for.global.HR.teams,.with.

options.for.customizing.the.training.modules.and.sessions.to.individual.needs:.

n Select.from.three.price.options:.US$300.(one.session),.US$1,200.(one.module).or.US$5,400.(entire.program).

n Each.price.option.gives.you.a.one-year.membership.and.includes.as.many.as.50.employees.receiving.unlimited.access.to.Global.Online.Training.during.the.one-year.membership.

n...Choose.whether.to.give.all.employees.the.same.access.to.the.same.sessions/modules.or.customized.access.only.to.the.specific.sessions/modules.that.match.each.individual’s.unique.career.goals.

Options Price Comments

Purchase access to one session

US$300€200£200

n Each session is a 45-minute training record-ing plus a 15-minute online test

n Please refer to page 6: “Features of Every Global Online Training Session”

Purchase access to one module

US$1,200€900£800

n Five sessions per modulen Six modules available

Purchase access to all modules

US$5,400€4,100£3,600

n 30 sessions across six modules

Any.local.taxes.that.may.apply.are.in.addition.to.prices.listed.above..Discounts.are.available.to.companies.that.participated.in.the.Global.Online.Training.market.research.that.took.place.in.2009.and.to.companies.that.are.members.of.certain.other.Mercer.online.services.and.products,.such.as.Mercer.Select.and.MercerGOLD.Speak.with.a.Program.Representative.about.whether.your.company.qualifies.for.a.discount.

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Join this program

Please.complete.our.short.online registration form.(www.hr-training.mercer.com/register).and.you.will.then.be.contacted.by.our.program.representative..If.you.have.any.questions,.feel.free.to.call.or.e-mail.our.program.representative.in.your.country.or.region:.

AustraliaAnne Stewart

Telephone: +61 3 9623 [email protected]

BeneluxHans van Dijk

Telephone: +31 10 406 0849 [email protected]

BrazilSheila Santos


CanadaGreg Fayarchuk


China, BeijingStan Feng

China, Hong KongJonathan Gove

China, ShanghaiGreta Mikelonis

Telephone: +86 10 [email protected]



Eastern EuropeCindy Arkin


FranceMarie-Andree Leblanc


GermanyNorman Dreger


IndiaPadmaja Alaganandan


IrelandAisling Kennedy


MexicoJulieta Manzano


NetherlandsHans van Dijk


ScandanaviaNorman Dreger


SingaporeDaniel Mitchell


SpainMarie-Andree Leblanc


SwitzerlandMarie-Andree Leblanc


Middle EastCindy Arkin


United KingdomGiles Archibald


USAHeli Olkkonen

USARivkah Pontos



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Management Committee of Global Online Training (page 5).Giles.Archibald,.Mercer..Professor.Gordon.Clark,.University......of.Oxford..Heli.Olkkonen,.Mercer

Training Advisory Group.Giles.Archibald,.Chair.of.the....Training.Advisory.Group,.Mercer.Gordon.Clark,.University.of.Oxford.Harry.Conaway,.Mercer.Select..Adam.Dixon,.University.of.Oxford.Will.Harvey,.University.of.Oxford.Bart.Hermans,.Mercer.M&A.Ready.Ashby.Monk,.University.of.Oxford.Heli.Olkkonen,.Mercer.Global....Online.Training.Monica.Ralli,.Mercer.Signature.Events..Anne.Stewart,.Mercer.College...Elizabeth.Warde,[email protected],.R3.Training.

Training recordings.Richard.Klein,.Recordings.Leader.Lesley.Flint

Online tests and certifications.Rivkah.PontosLesley.A..WoodHarry.Conaway

Module Project Managers.Sangeeta.ChampaneriHeli.OlkkonenRivkah.PontosShufang.Yeo

Module Leaders.Scott.ClausenNorman.DregerBen.FacerSteve.GrossRobert.LockleyVicki.Stokoe

Communications, design and marketing.Monica.Ralli,.Marketing.Leader.Mary.Voigt,.Brochure.Designer.Allison.Antebi.Deborah.Day...Jonathan.Fiur...Lisa.Galjanic.Larry.Gonzales.Joanne.Hahn..Shahdiya.Kureshi.Judi.Liametz,.JLgraphicFX....(www.JLgraphicFX.com).Yedi.Peguero.Kathleen.Vandervoort.Jennifer.Whitney.Rod.Wiberg

Website 1: Training.Harry.Conaway,.Mercer.Select.Leader.Judy.BausermanDarin.BitnerUrvi.BrahmeDavid.BuserMike.CavanaghRosemarie.LallyMeena.NairReina.RedwineLaTonia.RichFelichia.Smith

Website 2: Promotional.Mitch.Potter.Christopher.James.Manon.van.Alphen

Website 3: Internal site.Debbie.Tye..Lindsey.Plant

Worldwide peer networking program.Heli.Olkkonen.Rivkah.Pontos

Continuing Professional Development researchRivkah.Pontos

Researchers for supplemental resources.Judy.Bauserman,.Research.LeaderJan.BloomLinda.BustosCarole.DavidYasmin.FaroukSusan.GoldensonEllen.LodwickKim.MoriartyGeorge.NicholsÉlise.RettingerSue.RouthierMei.TanJo-Anne.Weiler

Legal counsel.Claire.Patterson..Philip.Ramsell

Finance..Richard.Clarke.Nic.Williams

Faculty biographiesView.faculty.biographies.guide.at.www.hr-training.mercer.com

Program management team

Argentina

Australia

Austria

Belgium

Brazil

Canada

Chile

China

Colombia

Czech.Republic

Denmark

Finland

France

Germany

Hong.Kong

Hungary

India

Indonesia

Ireland

Italy

Japan

Malaysia

Mexico

Netherlands

New.Zealand

Norway

Philippines

Poland

Portugal

Singapore

South.Korea

Spain

Sweden

Switzerland

Taiwan

Thailand

Turkey

United.Arab.Emirates

United.Kingdom

United.States

Venezuela

For.further.information,.please.contact.your.local.Mercer.office..or.visit.our.website.at:

www.mercer.com

Copyright.2010.Mercer.LLC...

All.rights.reserved.May 2010 03105A-RE

Oxford Mercer Program Guide April 2010

Documents

Transcript of Oxford Mercer Program Guide April 2010