Agenda

Now in its 48th year, IBIS Academy is a highly respected and long-standing forum for education and networking tailored specifically to global HR & benefits professionals, including those specializing in global mobility. This unique three-track conference empowers attendees to compete, succeed and prosper in the ever-evolving, complex global business environment. The 2018 IBIS Academy sessions are currently under development. Check back later in the year for details.

 

Sunday, 6 May 2018

 

15:00 – 17:00     Meet and Greet at Reception Area

18:15 – 19:15     IBIS Institute Reception

 

Monday, 7 May 2018

8:45 – 12:25

IBIS Mobility Sessions

09:00 – 12:00

American Benefits Council Meeting

09:00 – 12:25

IBIS Institute Sessions

12:30 – 14:00

 

Lunch for All Attendees

 

14:00 – 15:30

IBIS Conference Begins – Keynote Session (includes Institute and Mobility)

15:30 – 18:00

Concurrent Sessions: IBIS Conference (Includes IBIS Institute) and IBIS Mobility Tracks

 

 

Tuesday, 8 May 2018 

09:00 – 17:15

IBIS Institute Sessions

09:00 – 17:15

IBIS Mobility Sessions

09:00 – 17:15

IBIS Conference Sessions

18:20 – 22:30

IBIS Academy Gala Dinner

 

 

Wednesday, 9 May 2018

09:00 – 12:10

Concurrent Sessions: IBIS Conference, IBIS Mobility and IBIS Institute Tracks

12:10 – 14:00

Closing Lunch for IBIS Conference and IBIS Mobility Tracks (All Attendees Welcome)

14:00 – 18:10

IBIS Institute Sessions

14:00 - 18:00

Gallagher Global Alliance/International Preferred Provider Meeting

 

Thursday, 10 May 2018

09:00 – 18:10

IBIS Institute Sessions

 

 

Friday, 11 May 2018

09:00 – 12:00

IBIS Institute Sessions


Schedule subject to change.

 

A forum for global benefits leaders to share knowledge, explore solutions and advocate for change. Networking and knowledge sharing for experienced global benefits professionals during 2.5 days of general and breakout sessions.

IBIS Conference delegates may elect to attend concurrent IBIS Mobility sessions in place of IBIS Conference sessions.

Time Title of Presentation
Description of Presentation
Speaker Name
Speaker Company
Monday, 7 May    
12:30-14:00 Welcome Luncheon  
14:00-14:15 Welcome Session

Richard Polak
Gallagher

Michelle Colona
Cigna

14:20-15:05 Gallagher’s Journey to be a Destination Employer J. Patrick Gallagher, Jr.
Gallagher
15:35-16:30 Benefits & Human Resources in Germany

Consultants from Funk and Profion

16:35-17:35 Session to be announced Dr. Lior Baruch
Cigna
Tuesday, 8 May    
9:00-9:55 Communicating with Presence and Impact
The ability to speak and communicate fluidly and memorably to large groups as well as in one-to-one situations is an essential skill. This session will introduce participants to techniques that give someone increased presence and impact, and how development of this skill can improve performance when participating in client or internal meetings, or when presenting to or facilitating groups.

Debora Weston
The TAI Group

10:00-10:55 Session to be announced Speaker to be announced
11:25-12:20

Building Connections for Expats and Their Trailing Dependents
A successful expat placement ensures that both the employee and his/her family are equally comfortable with the arrangement, whether the family moves with the expat or stays behind. Many employers are now seeing an increase in the number of trailing dependents associated with expat programs, adding to the fragility of these assignments, as separating families weakens both sides of a support system. This session will highlight an innovative program carefully developed, implemented and managed to ensure that families separated by an assignment maintain an acceptable level of connection with each other and experience fewer of the stressors and vulnerabilities that could potentially lead to the premature ending of a placement.

Margo Mentus
ManTech

13:55-14:50 Around the Corporate World
A panel of corporate benefits and HR leaders discuss their companies' initiatives with governance, where they are now and where they plan to be in the future.

Kent Prichett
Red Hat

Larisa Purdy
JELD-WEN

Speaker to be announced
Oracle

Moderated by:
Richard Polak
Gallagher

14:55-15:50 The Weight of Invisible Baggage: Mental Health and Global Employees
Globally, mental health disorders amount to a $1 trillion annual loss on the world’s economy, as reported by the World Health Organization. This session will explore what is classified as a mental illness; what measures organizations can take to minimize the impact through preventive measures and proactive outreach; and treatment options and considerations, especially in a global context where cultural differences and country-specific regulations may create barriers and challenges to treatment.

Frank Gillingham, MD
GeoBlue

16:20-17:15 Session to be announced Speakers to be announced
Aetna
18:00-22:30 IBIS Academy Gala Dinner The Orangerie at the Schloss Charlottenburg Palace
Wednesday, 9 May    
9:00-9:50 Global Family Leave
This session highlights Microsoft's monumental effort, spanning 110+ countries over three phases, to survey and enhance its family leave benefits globally, focusing specifically on the company’s effort to take a leadership position in parental and caregiver leave, consistent with their company culture.  Program design/development will be covered, along with multi-level stakeholder management, readiness, communications, and factors to keep in mind for other companies considering going down a similar path.

Fred Thiele
Microsoft

9:55-10:45 The Modern Worker
Work doesn’t look like it used to, as new forms of work and new technology transform the workplace. If your organization hasn’t experienced this shift yet – it likely will in the future. This session will discuss how crowdworking, the gig economy, teleworking, prosumers, robotics, AI and more will impact the future of work.

Dr. Gerlind Wisskirchen
C/M/S Law Tax

Brian Friedman
Forum for Expatriate Management

Additional speakers to be announced

Moderated by:
Richard Polak
Gallagher

11:05-12:25 Around the World in 80 Minutes
Country updates, trends, and legislative changes are presented by local and regional experts from around the world.
Speakers to be announced
12:25-12:30 Closing Remarks

Richard Polak
Gallagher

12:30-14:00 Closing Lunch  

Agenda is preliminary and subject to change.

An interactive fundamentals course for new global benefits professionals. Certificate program delivering fundamental global benefits & HR knowledge taught by global experts.

Time Title of Presentation
Description of Presentation
Speaker Name
Speaker Company
Monday, 7 May    
09:00-10:35 Welcome & Overview Paul Roels
PROcrea Consulting
11:00-11:35

International Terminology
An introduction to international benefits terminology, including European Union three pillar terminology describing state, occupational, and individual plans covering retirement disability and death benefits.  This session will also cover other terminology schemes and challenges to communications, as well as important concepts and organizations, and the acronyms and regional terminology used to identify them.                       

Paul Roels
PROcrea Consulting
11:35-12:25

Health and Wellness Programs
This session covers business considerations in providing supplemental health benefits in EMEA, APAC, and LATAM; tax-effective compensation, productivity boosters, and competitive pressures; the role of supplementary health plans in addressing issues of health services delivery; plan design, financing, and self-insurance; the role of wellness programs in global companies.

Richard Polak
Gallagher

Kate Karwelies
Aetna International

12:30-14:00 Welcome Luncheon  
14:00-15:05 IBIS Conference Keynote: Gallagher's Journey to be a Destination Employer

Please reference the Conference agenda for details.
J. Patrick Gallagher, Jr.
Gallagher
15:35-17:35 Institute joins the Conference track sessions.

Please reference the Conference agenda for details.
 
Tuesday, 8 May    
09:00-9:20 Welcome Day 2  

09:20-10:05

Intro to Mobility I: Long-term Assignments
This session covers the recommended components associated with Long-term Assignments for expatriates based on competitive practices. 

Kristin Sampson
Gallagher

David Remedios
ECA International

Stephen C. Daas
Global Tax Network

Richard Watts-Joyce
Global Tax Network

10:10-10:55

Intro to Mobility II: Compensation
This session will take a close look at the methodology and different elements to consider when putting together a mobility package such as cost of living differentials, hypothetical tax, housing /car differentials, split compensation and more. 

Kristin Sampson
Gallagher

David Remedios
ECA International

Stephen C. Daas
Global Tax Network

Richard Watts-Joyce
Global Tax Network

11:20-11:40

Intro to Mobility III: Tax Planning and Strategies
This session will cover tax planning/ strategies to consider for long-term assignees to ensure both compliance and a cost effective package.

Kristin Sampson
Gallagher

David Remedios
ECA International

Stephen C. Daas
Global Tax Network

Richard Watts-Joyce
Global Tax Network

11:45-12:25 Global Mobility 101: Supporting Your Globally Mobile Population
With traditional expat assignments no longer being the norm, solutions must evolve to solve for these global mobility challenges. This session will focus on what global employers can do to maximize the success of an assignment. This session will also examine what employers can do to avoid assignment disruption or failure by utilizing globally delivered, locally relevant, compliant solutions, with an emphasis on pre-assignment readiness, and maximizing technology.

Liam Hughes
Cigna Global Health Benefits

12:25-13:50 Luncheon  
13:55-14:50

Benefits in Mergers and Acquisitions
Strategies for dealing with the various elements of due diligence as regards mergers/acquisitions/divestitures.  This session will detail phases and items to consider in M&A transactions, as well as due diligence hot buttons/risks, including benefits and executive compensation.  In addition, attention will be paid to special issues surrounding divestitures.

Bryan Jendretzke
The Dow Chemical Company

14:55-15:50

Post-Merger Integration
Developing a post-merger harmonization timeline including pre-close tasks such as identifying teams and participants' responsibilities, approval processes, governance approach, level of integration/harmonization from low to high; inventory of plans, vendors, and administrators; consolidation of plans and insurances; and warnings about cultural alignment and failed integrations.

Speaker to be announced
16:20-17:15 Designing Your Global Total Rewards Strategy Speaker to be announced
18:00-22:30 IBIS Academy Gala Dinner The Orangerie at the Schloss Charlottenburg Palace
Wednesday, 9 May    

09:00-14:00

Institute joins the Conference track sessions.

Please reference the Conference agenda for details.
 
14:00-14:50

State, Social Security and Mandatory
This session covers first pillar financing in different countries, variations in benefit design, and payout options; EU regulations affecting first and second pillar classifications; country-by-country variations in statutory requirements around occupational pensions, as well as employer challenges, global trends, country-specific design strategies for employer-sponsored supplemental plans.

Paul Roels
PROcrea Consulting

Jana Bixby
Gallagher

14:50-15:50

State/Social Security, Survior, Disability & Health Plans
This session covers types of disability plans; financing of the state/social security and mandatory disability plans; country-by-country variations in statutory requirements around short-term and long-term disability; global challenges and trends, health plans.

Paul Roels
PROcrea Consulting


Jana Bixby
Gallagher

16:20-17:20

Death and Disability
This session covers death and disability benefits, including social security, worker’s compensation, termination indemnities, company pension plans, and company group insurance; regional differences from Europe to Latin America: salary replacement, lump-sum, state benefit, employer benefit, and coordination of benefits.

Ron Van Overhagen
AIG Global Benefits Network

17:20-18:10

Occupational Pension Plans
This session covers reasons for employers to offer second-pillar occupational pensions, including competitive pressure, retirement incentives, tax-effective remuneration, and social motives.  Trends, case law, and other criteria to consider in the design and funding of occupational pensions plan.

Paul Roels
PROcrea Consulting
Thursday, 10 May    
09:00-09:50

Pension Plan Vehicles: Insured and Non-insured Products
This session covers insured pension contracts, endowment insurances, deferred annuity policies, and detailed review of six European countries in which these are commonly found; also the future of insured plans and non-insured plans.

Paul Roels
PROcrea Consulting
09:50-10:55

Pension Funding & Actuarial Cost of a Pension Plan Part I
This two-part session first offers an introduction to pension funding concepts for DB and DC schemes: external, internal, advance, PAYGO, terminal, and book reserves; open, frozen, and closed plans; country- and business-specific considerations and pros/cons of funding models vis-à-vis country regulations, tax concerns, employee security, cost sharing, cash flow, and investment vehicles.

The session will then pivot to pension funding approaches, actuarial methods and assumptions for calculating liability (plan-related, economic, and non-economic); funding regulations, and tax authorities; trends and potential abuses by plan sponsors in the sheltering of profits, tax-deferred compensation executives, anti-discrimination rules, and red flags for tax regulators.

Paul Roels
PROcrea Consulting

Additional speakers to be announced

11:25-12:25

Actuarial Cost of a Pension Plan Part II & Accounting of Pensions and Post-Employment Benefits
After completing the conversation on the actuarial cost of a pension plan, this session will then address important concepts for HR and company management to understand: actuarial calculations, funding and expensing, pension costs as reflected in company accounts and charged against P&L; international accounting standards (IAS, IFRC, FAS, GAAP); DB/DC expensing, actuarial evaluation, and DB volatility issues; calculation of benefit expense, actuarial gains and losses, and DB obligation for a hypothetical employee.

Paul Roels
PROcrea Consulting

Additional speakers to be announced

12:30-13:50 Luncheon  
13:55-14:50

Delivering with DC Plans
This session covers governance concerns in transitions from DB to DC plans, communication strategies, automatic enrollment; post-retirement discussion around annuity purchases, mandatory minimum returns, administrative costs, and lump-sum payouts.

Mike Green
Gallagher
14:50-15:45 Pooling I: The Basics
This session offers an introduction to the mechanics of pooling; determining its viability and identifying the advantages: from a collective experience rating to potential dividends, and improved reporting and governance.

Ron Van Overhagen
AIG Global Benefits Network

Sven Roelandt
Generali
Employee Benefits Network

Mike Green
Gallagher

16:15-16:55

Pooling II: Types of Pools
This session reviews the different types of pooling arrangements: small pools, standalone pools; risk levels, stop-loss, carryover, loss free; risk tolerance; and dividend distribution.

Ron Van Overhagen
AIG Global Benefits Network

Sven Roelandt
Generali
Employee Benefits Network

Mike Green
Gallagher

16:55-17:35

Pooling III: Selecting a Network/Captives
This session addresses considerations in selecting a pooling vendor, including an employer's and a consultant's perspectives, as expressed through an on-stage Q&A session; the role of self-insurance, and the use of captives for large populations

Ron Van Overhagen
AIG Global Benefits Network

Sven Roelandt
Generali
Employee Benefits Network

Mike Green
Gallagher

17:35-18:10

Benefits Design Around the World I
This interactive discussion among participants will focus on the differences in approaches and strategies for integrating employer-sponsored plans with statutory plans and requirements.

Paul Roels
PROcrea Consulting

Jana Bixby
Gallagher

Friday, 11 May    
 09:00-09:55

Sources of Information
This session offers tips for monitoring regulatory and legislative changes and accessing benchmark data through vendor relationships, professional networks, government agencies and publications; managing and verifying incomplete or inadequate information; language and cultural challenges; trainings, certifications, conferences, and seminars.

Jana Bixby
Gallagher
 09:55-11:00

Benefit Design Around the World II
This interactive discussion among participants will focus on the differences in approaches and strategies for integrating employer-sponsored plans with statutory plans and requirements.

Paul Roels
PROcrea Consulting

Jana Bixby
Gallagher

11:00-12:00 Wrap Up and Certificates Paul Roels
PROcrea Consulting

Agenda is preliminary and subject to change.

A targeted seminar covering pressing issues in global mobility. Multi-day seminar focusing on the most pressing issues in global mobility, with dozens of global experts.

On Thursday, IBIS Mobility registrants may substitute concurrent IBIS Conference sessions as desired.

Time Title of Presentation
Description of Presentation
Speaker Name
Speaker Company
Monday, 7 May    
08:45-08:55 Welcome Remarks

Brian Friedman
Founder - FEM

Richard Polak
Gallagher

Kristin Sampson
Gallagher

9:00-9:45 Here Be Dragons!: Dispelling the Top 10 Misconceptions of a Global Professional
It is said that one learns best when one learns from the mistakes of others.  Participants in this panel will learn - without pain - what others have sometimes learned with some hardship.  We will address the primary pitfalls for global mobility professionals in planning, structuring, maintaining, and concluding assignments.

Trent Sutton
Littler Mendelson Pc

Stephan C. Daas
Global Tax Network

Kristen Sampson
Gallagher

Moderated by:
Brian Friedman
Founder - FEM

9:50-10:35

Interactive Roundtables: Managing Risk and Compliance
Global Mobility Professionals are in a unique – and often unenviable – position of balancing sometimes contradicting obligations. This roundtable will allow participants to discuss their strategies for compliance in tax, immigration, labor and benefits. Global mobility professionals must take measures to help protect the safety of employees in an increasingly volatile world, including as appropriate insurance, training and/or other strategies.

Stephan C. Daas
Global Tax Network

Barbara Mollet
Fromont Briens, Immigration

Vicki Marsh
Equus Software

Pasquale Gorrasi
Generali

Moderated by:
Brian Friedman
Founder - FEM

11:00-11:40

Global Mobility Management: Which Model is best for your Company?
Nothing changes more often than the market.  Those who cannot adapt are left behind.  Participants in this panel will address various alternatives and strategies for managing assignees; insourcing v. outsourcing, centralized v. decentralize; high-touch v. self-service; traditional v. core-flex and others.

David Remedios
ECA International

Chris Debner
Chris Debner, LLC – Strategic Global Mobility Advisory

Mark Hellicar
DS Smith

Holly Creed
DXC Technology

Moderated by:
Brian Friedman
Founder - FEM

11:40-12:25

Interactive Roundtables: Managing Expectations, Vendors and Costs
So, you finalized your process and your budgets, but now the business wants to make changes (does this really happen?). Discuss with colleagues in similar situations to address how they achieve consistency in the treatment of the employees, address requests for exceptions, find reliable vendors, and look for ways to increase efficiencies and reduce costs. 

Antonia Kuessner
ECA International

Barry Potter
Altair Global

Stephen Galliano
Workplace Options

Moderated by:
Brian Friedman
Founder - FEM

12:30-14:00 Welcome Luncheon  
14:00-15:05 IBIS Conference Keynote: Gallagher's Journey to be a Destination Employer

Please reference the Conference agenda for details.
J. Patrick Gallagher, Jr.
Gallagher
15:30-16:20

“I don’t know…Send it to HR:” Employment Essentials for the Global Mobility Professional
Global Mobility Professionals may or may not be human resources experts.  But, their day-to-day duties necessarily involve considerations of employment laws that vary widely across the globe.  This session will address key regional distinctions to better understand the red flags, questions, and risks that apply when placing in expatriate in that location.

Trent Sutton
Littler Mendelson Pc

Dr. Alexander Bartz
Vanguard

Dr. Lena Lindemann
Ergo

Moderated by:
Vicki Marsh
Equus

16:25-17:15

Important Updates in the World of Mobility Tax
Tax compliance and planning is not easy, and the major tax law change in the U.S. effective for the 2018 tax year is just one of the important updates in the world of mobility tax that will be shared in this session. Participants will learn actions mobility program managers can take now and in the future to address the impact of the tax law changes.

Stephen C. Daas
Global Tax Network

Other speaker to be announced

Moderated by:
Trent Sutton
Littler Mendelson Pc

17:20-18:10

Bridging the Divide: Helping Globally Mobile Employees to Successfully Work in a Foreign Location
Global mobility professionals can play an important role in talent retention.  This session is designed to address current strategies and opportunities in the global mobility context to ensure (i) adequate cultural collaboration and related training for cross-border teams; (ii) sufficient support for expatriates and their families to ensure assignment success and retention; and (iii) coordinating with leadership to champion diversity and adaptability essential for success.  

Barry Potter
Altair Global

Siobhan Cummins
Naspers Limited

Moderated by:
Stephen Galliano
Workplace Options

Tuesday, 8 May    
9:00-9:55

Global Trends within Globally Mobile Populations
The Global healthcare and health insurance market is undergoing a dramatic shift due to several universal customer needs and market forces. Some of these variables include changes and needs of the globally mobile aging population, the rise in chronic diseases, rapid growth of the global middle class, and gaps in cost for health care coverage.  This session will focus on globally mobile employees who are faced with unique challenges, and require a specialized support system. There is an increased demand for accessible, affordable, high quality health care. During this session we will provide insight into these the trends and how to navigate managing their health while on assignment.

Michelle Colona
Cigna

Other speakers to be announced

Moderated by:
Brian Friedman
Founder - FEM

10:00-10:55

Implementing Technology to Drive Global Mobility Transformation
Hear from ECA and Heineken how they have partnered to implement technology and smarter ways of working to drive significant improvements to business efficiency. We will discuss how introducing technology has been a game-changer for the company, triggering a transformation that enabled the global mobility team to become a center of expertise for mobility insights and a valued partner for the business, providing excellent service to assignees and their families.

Antonia Keussner
ECA International

Sandra Winstanley
Heineken

Moderated by:
Pasquale Gorrasi
Generali

11:25-12:20

What should organizations consider when establishing mobility programs for their employees?
International Employers are faced with the application (or creation) of benefits in a multinational arena for their mobile employees. This can create significant challenges. This session will address essential practices and options to design effective benefits plans for expatriates and/or mobile employees.

Pasquale Gorrasi
Generali

Moderated by:
Vicki Marsh
Equus Software

13:55-14:50

“Severing Ties with the Mother Ship:” Localization and Permanent Transfers
Telling an employee that he or she is going to be localized or permanently transferred can raise enormous concerns.  They may feel afraid of being forgotten, losing important home country benefits, or being paid less to live in a foreign land. This session will address strategies for easing the pain of the business and/or the employee when localizing or permanently transferring employees in or to a foreign location.

Trent Sutton
Littler Mendelson

Stephan C. Daas
Global Tax Network

Barbara Mollet
Fromont Briens

Mark Hellicar
DS Smith

Moderated by:
Kristin Sampson
Gallagher

14:55-15:50

Personalizing the Employee Experience
This interactive session examines the changing dynamic of today’s mobile employee and discusses how to create a personalized and enhanced experience through increased flexibility, automation and communication. We will explore the importance of utilizing different data sets, such as employee pulse checks and your Global Mobility ecosystem, to analyze trends for evidence-based planning and decision making. 

Vicki Marsh
Equus Software

Moderated by:
Stephen Galliano
Workplace Options

16:20-17:15

Assignment Whiplash: Managing Critical Psycho-Social Factors in an International Assignment
It's automatic to assume that going abroad will be filled with some bumps and cultural shocks that will affect the progress of an assignment. However, there are potential significant personal and emotional risks that can derail the assignment and result in failure.  Despite the general awareness of these risks we appear to not be doing enough to provide effective support to expatriates and to their families in order to mitigate and manage such risks. And yet this could be the single most important intervention to help prevent hugely costly assignment failures.

Stephen Galliano, Sr.,
Workplace Options

Moderated by:
Barry Potter
Altair Global

18:00-22:30 IBIS Academy Gala Dinner The Orangerie at the Schloss Charlottenburg Palace
Wednesday, 9 May    
9:00-14:00 Mobility joins the Conference track sessions.

Please reference the Conference agenda for details.
 

Agenda is preliminary and subject to change.

Your travel companion will take in the sights, sounds, and even tastes, of Berlin in this three-day program covering the historical highlights and modern marvels of this bustling city. This private, English-speaking tour accommodates 20-25 travel companions of IBIS Academy attendees (spouses, partners, children, parents, siblings and friends are welcome), and spans from Monday afternoon through to Wednesday morning. This program sells out each year, so be sure to sign up your companion now to avoid disappointment.

The tour begins departs and concludes each day at the Hotel Adlon. The $450 registration fee is inclusive of transportation, tours, entry fees and meals (where indicated). Register your guest using our online meeting registration tool as part of your conference registration or separately.

Planned itinerary includes:

Monday 7 May:

  • Berlin Culinary Tour
    • Includes three stops to experience “real Berlin” as the locals eat

Tuesday 8 May:

  • Discover Berlin Walking Tour
    • Includes Tiergarten Park, Brandenburg Gate, Reichstag, Unter Den Linden, Gendarmenmarkt
  • Lunch at Restaurant Kafer
  • Digital Bus Tour
    • Offers a contrasting view of current day Berlin with historical images from the past

Wednesday 9 May:

  • Museum Island Highlights Tour, including stops at:
    • The Old National Gallery
    • The Neues Museum

IBIS Academy’s annual gala dinner brings all attendees together for an unforgettable evening at a unique local destination. This year as we look to the future, we also reflect on the past at one of Berlin’s many historic sights. Join us at the magnificent Charlottenburg Palace, completed in 1699 as a summer residence for Sophie Charlotte, Queen consort in Prussia and sister of King George I. Dine with friends and colleagues in the Great Orangery as you soak in the history of the largest palace in Berlin.

Attendance is included for all registrants, and additional gala dinner tickets can be purchased for travel companions for $250 US during registration.