2018 Americas Global Employer Services Conference Mobility ... · 2018 Americas Global Employer Services Conference ... Welcome letter from our Conference Deans ... which trained

2018 Americas Global Employer Services Conference Mobility for a digital world

February 2018

2018 Americas Global Employer Services Conference | Mobility for a digital world

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Contents

Welcome letter from Deans 03

Agenda 04

Speakers 07

Elective session formats 08

Classrooms 09

Grenhouse Labs 14


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Dear clients and colleagues:

We are delighted to invite you to join us for the 2018 Americas Global Employer Services Conference at Deloitte University in Westlake, Texas, on Monday, February 26 and Tuesday, February 27, 2018. The conference begins with a Welcome Reception on Sunday evening, February 25, as we get ready to kick off sessions starting Monday morning.

In planning this year’s conference, we leveraged the ongoing feedback provided by you - our clients - on what you expect as part of your conference experience. We have designed this year’s conference to provide a unique experience for you that includes a spectrum of creative, technical, and forward-thinking topics. We have built a program that will provide you with multiple learning formats, personalized agenda options, collaboration amongst peers, and meaningful networking opportunities.

We are excited to announce our conference theme - Mobility for a digital world - that focuses on the unprecedented shift mobility, rewards, and talent professionals are facing to keep up with the ever-changing digital landscape. We will bring enhanced awareness and insights on how digital transformation is having a profound impact on organizational strategies and operations for cross-border talent programs. We will set the stage for today and the future and explore the possibilities as to how digital enables new types of innovation and creativity in mobility, talent and rewards.

We also invite you to join us in one of the two Deloitte Greenhouse Lab experiences that engages participants to collaborate, push boundaries, and design solutions to challenging issues by disrupting conventional thinking and spurring creativity. Space is limited for these sessions, so sign-up early in order to secure your spot!

Finally, given the fast changing pace of the geopolitical environment we will also bring up to the minute insight and impact analysis on tax developments from across the Americas – including the very latest on US tax reform. Whether your focus is on technical content, operations, strategy, or a combination of all three, conference attendees will benefit from robust discussions developed to test mobility’s current state and potential future and how digital will impact this journey. Our sessions will offer technical knowledge and innovative solutions to tackle opportunities and risks facing today’s global organizations.

We certainly hope that you will join us this February at Deloitte University. More information is available within this guide and on our registration page.

Should you have questions, please contact a member of your Deloitte engagement team or either of us. We hope that you are as excited to join us as we are to welcome you!

Welcome letter from our Conference Deans:

Laura EdellPrincipal, Deloitte Tax LLP

Jim PickettPrincipal, Deloitte Tax LLP

http://www2.deloitte.com/us/en/pages/operations/solutions/deloitte-greenhouse-experience.html


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Agenda

Sunday, February 25, 2018

All times are noted in central time

Time Session Attendance

12:00–5:30p.m. Arrivals/Client service meetings

5:30–8:30p.m. DinnerAvailable at The Market, Bistro 375 or The Barn for those arriving early

6:00–8:00p.m. Registration opens Plenary

7:00–9:00p.m.Evolution of gaming

Cocktails & hors d’oeuvres servedAll


7:00–8:00a.m. Breakfast All

8:00–8:30a.m. Welcome from Deans Plenary

8:30–9:45a.m. Opening plenary Plenary

9:45–10:00a.m. Break/Transition

10:00–11:30a.m. Collaboration zone Plenary

11:30–1:00p.m. Lunch (staggered) and personal time

Optional - UK inbound client roundtable (UK headquartered organizations)

All

Elective

1:00–5:00p.m.Greenhouse Lab—Digitize versus humanize – The employee lens Elective

Greenhouse Lab—Digitize versus humanize – The employer lens Elective

1:00–2:00p.m.

Classroom—One step beyond individual compliance: Cooperative compliance Elective

Classroom—Immersive mobility Elective

Classroom—Ever evolving assignments Elective

Classroom—US tax reform: Navigating change and understanding the impact to mobility and rewards programs

Elective

Classroom—Perspectives on global immigration trends: new challenges and opportunities for your global workforce

Elective

2:00–2:15p.m. Break/transition

Monday, February 26, 2018


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Agenda (cont.)


2:15–3:15p.m.

Classroom—Cross border policy disruption Elective

Classroom—Tax technical trends impacting mobility Elective

Classroom—Global equity and rewards: insight into service delivery models and strategic partnering within your organization

Elective

Classroom—Navigating the Canadian tax landscape in a digital age Elective

Classroom—Managing business travel: Do I need to worry? What is really happening out there? Elective

3:15–3:30p.m. Break/transition

3:30–4:30p.m.

Classroom—Employment tax hot topics and digital trends Elective

Classroom—Mobility program operations and controls: Creating and sustaining efficiency, coordination and trust in the digital age

Elective

Classroom—Business immigration management: A look at trends and leading practices Elective

Classroom—Country spotlight on Argentina, Brazil and Mexico Elective

Classroom—Solving pains with brains: The role of cognitive technology in global mobility Elective

4:30–5:30p.m. Personal time All

5:30–9:00p.m. Dinner reception and keynote All

Monday, February 26, 2018


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Agenda (cont.)


7:30–8:30a.m. Breakfast All

8:30–9:30a.m.

Classroom—Integrated multi-media communications strategy: Exceptional employee experience delivered Elective

Classroom—Digital mobility experience Elective

Classroom—Mobility intelligence through digital Elective

Classroom—The human side of Mobility Elective

Classroom—Breakthrough! Why collaboration is the key to compliance Elective

9:30–9:45a.m. Break/transition

9:45–10:45a.m.

Classroom—Mobility program analytics – The data – The potential! Elective

Classroom—A new generation of employees and mobility Elective

Classroom—The Mobility organization of the future Elective

Classroom—Employment tax hot topics and digital trends Elective

Classroom—Working closely with the HR Business Partner community Elective

10:45–11:00a.m. Break/transition

11:00–12:00p.m.

Classroom—Robotic process automation for a mobile workforce Elective

Classroom—Digitally mapping your global workforce Elective

Classroom—Optimizing your Mobility ecosystem: Teaming with Corporate Tax Elective

Classroom—Future of talent mobility amidst global disruption Elective

Classroom—Tax technical trends impacting mobility Elective

12:00–1:30p.m. Lunch (staggered) and personal time All

1:30–1:45p.m. Closing from Deans Plenary

1:45–3:00p.m. Closing plenary Plenary

3:00p.m. Departures/client service meetings

Tuesday, February 27, 2018


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Keynote Speaker

David MilibandDavid Miliband is currently the President and Chief Executive of International Rescue Committee (IRC), the New York-based non-profit humanitarian organization. IRC employs 16,000 people around the world and works in 40 countries where lives and livelihoods are shattered by conflict and disaster.

From 2007-10 Miliband served as the UK’s Foreign Secretary, where he was responsible for a global network of diplomats in more than 160 countries. He established a distinctive voice for an internationalist Britain, from the war in Afghanistan to the Iranian nuclear program to engagement with the world’s emerging powers.

As Minister for Schools from 2002-04, he was regarded as a leader of reform. As Secretary of State for the Environment, he pioneered the world’s first legally binding emissions reductions bill. As Minister for Communities, he championed the renaissance of Britain’s great cities.

Miliband set up “Movement for Change”, which trained 10,000 community organizers in the UK to make changes in their own communities. He was also Vice Chairman of Sunderland Football Club until 2013. He has taught at MIT and Stanford University, debating important geopolitical issues. Along with Jose Maria Figueres of Costa Rica, Miliband was Co-Chair of the Global Ocean Commission.

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Elective session formats

Greenhouse LabsJoin us for a Deloitte Greenhouse Experience which changes the way you can solve today’s business challenges. The Greenhouse takes you outside of your everyday environment, disrupting conventional thinking, spurring creativity, and bringing about new perspectives. Attendees should plan to attend this immersive and interactive session which will include exercises based on behavioral research, social psychology, and group dynamics so to engage you on an individual, as well as team, level.

Early registration for these sessions is encouraged as space is limited and will be on a first-come, first-served basis. Due to space limitations, Deloitte professionals are restricted from attending.

Classroom electivesTracks:

• Digital pioneers: Case studies demonstrating how transformation through digital has already made an impact on the mobility function

• Concept to reality: Case studies examining what could be the future for digitizing mobility and ideating how to turn a concept into reality

• Internal ecosystem: Stories from the field on how to manage working across enabling functions within the ecosystems of an organization

• Look again: A reexamination of common mobility program topics with a fresh perspective and insights from peers

• Deep dive: The latest updates on technical topics focused pertinent to the mobility, talent or rewards professional

Focus areas defined: • Strategic: Sessions described as strategic are aimed at participants in decision-making roles with a focus on driving agendas within the business, ensuring mobility has a place in strategic decisions. These sessions will explore topics at a conceptual level and touch on the impact of mobility across the business.

• Operational: Sessions described as operational are targeted to participants with an interest in exploring the practical considerations of the day-to-day management of mobility programs, including the roll of policy, implementation of process, and the successful delivery of tax and mobility services.

http://www2.deloitte.com/us/en/pages/public-sector/articles/deloitte-greenhouse-overview.html


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Classrooms

Title Description Focus area Track

A new generation of employees and mobility

Combining insights directly from clients and academic research Deloitte is excited to provide a forum for a discussion on the new generation of employees and the attributes that appeal to them in a global mobility program. Global mobility opportunities can be a great way to attract and retain younger generations. We will discuss the latest trends in mobility program design, and compensation approaches when considering how best to support employees at this stage of their career.

Strategic & Operational

Digital Pioneers

Breakthrough! Why collaboration is the key to compliance

No one should be an island. Hear from leading organizations about how global compliance trends are creating new and interesting roles, aiding a larger base of knowledge and experience and breaking down barriers between the HR, Stock Admin, Payroll, Benefits and Mobility ecosystem. Understand how you can leverage this approach to drive better global compliance and employee experience.


Internal Ecosystem

Business immigration management: A look at trends and leading practices

Mobilizing employees in today’s fast-paced, global economy, is complex and challenging for mobility and HR professionals. Our panel of subject matter specialists will share their experience and advice to help you manage your cross border mobility programs effectively.1

¹ Deloitte’s immigration services are provided by the immigration practices of Deloitte Touche Tohmatsu Limited (“DTTL”) member firms outside the United States and/or Guberman Garson LLP, a global immigration law firm allied with Deloitte LLP in Canada.

Operational Deep dive

Country spotlight on Argentina, Brazil and Mexico

An interactive session where the current developments in tax and immigration regulation in Argentina, Brazil and Mexico, that impact the global workforce, will be explored. 1



Cross border policy disruption

The mobility industry and business needs are changing rapidly. This session will focus on the new cross border definitions for mobility and how to service them.


Look again

Digital mobility experience

Mobility is a life event impacting many dimensions - family, finances, career plans, to name a few. However, despite the level of importance, employees rarely receive a cohesive road map of what to expect, the process is often overwhelming with numerous contacts and repetitive tasks, and tasks are driven in isolation with limited management of interdependencies. Mobility is transforming the employee, HR and business experience. Our panelists will tell their organizations experiences around administrative process, customer and analytics.

Strategic Digital Pioneers

Digitally mapping your global workforce

Imagine having the ability to globally source and match internal and external candidates to a specialized position with an analysis of quality of talent, cost to relocate, and speed to relocate at the click of a button. With the rise of the contingent workforce and the gig economy, companies will need to be nimble in applying alternative talent acquisition techniques. Coupled with the need to provide smart choices for the business, mobility must be able to provide rapid deployment solutions using new digital technologies. We will explore the impact a digitally mapped global workforce could have in the future and ideate on how to take this concept to reality.

Strategic Concept to reality


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Classrooms


Employment tax hot topics and digital trends

In this session, learn about technical hot topics from the US and around the globe and how the latest trends in digitization and technology are disrupting employment tax and payroll within organizations.

Operational Look again

Ever evolving assignments

Assignment packages are evolving rapidly among multinationals. The global mobility function is being asked to respond to business and talent drivers to balance flexibility with transparency. Deloitte is coordinating with clients every day to help address these challenges, and design mobility programs that provide leadership with the right policies to provide the right benefits, and facilitate the movement of your most critical Talent around the world. In coordination with AIRINC, an international leader in mobility program data, we will discuss how companies are structuring their mobility programs, and how they are addressing key compensation choices specific to each type of international assignment.


Look again

Future of talent mobility amidst global disruption

How is your organization reacting to global disruption – such as regulatory shifts, quality of living changes, or natural disasters -- and at the same time, focusing on the need for growth? Join us in a discussion on how organizations are assessing their global talent footprint, revisiting their talent and location strategies, and leveraging workforce planning and analytics to pro-actively address the unknowns while preserving company brand and culture, and ultimately, fundamentally changing Mobility’s role in the organization.

Strategic Internal Ecosystem

Global equity and rewards: insight into service delivery models and strategic partnering within your organization

This session will cover the latest developments in global equity and rewards. We continue to see advances in technology-driven tools and connected systems, leading to a wealth of available data regarding reward and mobility programs. Organizations are employing data analytics resulting from these connected systems to inform business decisions, adapt to rapidly changing regulatory environments. and to drive efficient and effective service delivery models. Notably, we are seeing the rewards function serve as a strategic partner to other functions, such as Tax and Finance, and we will explore effective ways to utilize data from rewards programs to drive business decisions. We will also share the latest on some of the key provisions of tax reform impacting employee share plans.


Deep dive

Immersive mobility A positive, immersive mobility experience offers many organizational and individual benefits by tapping into human potential and driving strong performance. Organizations are increasingly focused on mobile employee engagement and end-to-end experience. Adapting your business in line with the digital age will allow Global Mobility to focus on assignee experience which encourages higher assignee engagement and productivity pre, during, and post-assignment, with greater assignment success and a higher return on investment. In this session we consider the application of Virtual and Augmented Reality (VR and AR) in changing the ways in which pre-assignment trips are completed and information is provided to mobile employees. We will explore how companies are using this emerging technology to enhance the mobility experience of pre visit tours of office locations, cities and schools and curate content to overcome unconscious bias of certain locations.



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Classrooms


Integrated multi-media communications strategy: Exceptional employee experience delivered

Learn the steps for designing a scalable communications strategy for your mobility program, including: defining guiding principles, mapping communications touchpoints, identifying stakeholders, and leveraging diverse channels to deliver key messages. Hear from a mobility leader about their journey to enhance the mobility experience, cut the noise, and share fun stories through innovative digital content at “moments that matter” to deliver an exceptional employee experience.


Managing business travel: Do I need to worry? What is really happening out there?

In this session we will discuss trends and options to manage employee business travel. Operational Deep dive

Mobility intelligence through digital

The current prevalence of digital technology is fundamentally changing the way in which many organizations operate on a day-to-day basis. In light of this, companies’ mobility functions are being challenged to transform to increase the value they bring to organizations and their employees. Join this session to explore how a leading company is laying the foundation on their journey to tap into digital to capture mobility intelligence and provide insights for business decision making, measure achievement of assignment goals, and predict deployment success.


Mobility program analytics – The data – The potential!

In most organizations, a globally mobile workforce is critical to success. Obtaining success for a globally mobile workforce can be expensive and complicated to operate for an organization. Mobility program analytics is the process of systematically gathering, organizing and analyzing the full cost of a global mobility program in order to better understand and communicate the costs of the program to the business stakeholders. In this session, we will explore how to set up your program in order to unlock the analytical potential as well as outline some of the information that can be leveraged out of this process.


Mobility program operations and controls: Creating and sustaining efficiency, coordination and trust in the digital age

Oversight and coordination of global mobility programs has become ever more complex as we move fully into the digital age. It is about much more than having the “right” technology to execute. Gain insights on operating for efficiency without losing sight of experience, acting as a guardian of data assets while facilitating a culture of transparency, leveraging leading practices for managing tax compliance, and harnessing data to support your governance model.


Navigating the Canadian tax landscape in a digital age

The Canadian tax landscape continues to evolve, with significant mobility tax implications both for Canadian-headquartered companies conducting business abroad as well as for foreign companies conducting business in Canada. As companies re-consider how they conduct business in this digital age, these tax changes have far-reaching implications. Enjoy a discussion with the Canadian tax team and learn more about some of the key challenges, issues and opportunities that will be relevant to your organization.



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Classrooms


One step beyond individual compliance: Cooperative compliance

Many tax authorities globally are looking to reduce the burden of individual tax return compliance and focus instead on a control framework through compensation management and payroll to meet reporting requirements. This presents many challenges for employers who seek to meet regulatory requirements through employer-focused reporting requirements. Through existing Cooperative Compliance initiatives, there is an opportunity to build a process to reduce individual compliance and focus on existing employer processes to reduce the burden of tax filing on the employee. Listen to our global team explain what Cooperative Compliance is, what opportunities exist, current case studies and what to do next. This is a step towards the future!


Digital Pioneers

Optimizing your Mobility ecosystem: Teaming with Corporate Tax

Mobility program owners are quickly recognizing the value of teaming across functions to drive long-term success and support organizational, business, and talent goals. One of the critical key stakeholders in the equation is the Tax function. Effective collaboration goes beyond understanding corporate and individual implications of cross-border movement and evolves into strategic partnering by addressing cost optimization, broad-based employer regulatory risk, and talent deployment. Learn key strategies to integrate Mobility with Tax to drive cost savings, strengthen your organization’s risk profile, and enable the business to enhance their cross-border talent strategy.

Operational Internal Ecosystem

Perspectives on global immigration trends: new challenges and opportunities for your global workforce

Recent changes shook the global immigration landscape this year, with developments around Brexit, US immigration policy, and other global developments. Immigration policy has become highly politicized, with some governments tightening up existing rules to make it more difficult to secure visas and cross borders, while imposing increased immigration compliance requirements on host company sponsors. Against this trend, other governments have introduced flexible strategies, recognizing that business travel is increasingly becoming the pattern of global mobility for many organizations. Our panel of subject matter specialists will discuss the current global immigration landscape, underlying trends, and best practices for the future state. 1



Robotic process automation for a mobile workforce

Everyone is talking about robotic process automation (RPA)…but what is it, and how does it impact you? Is it expensive? How do you know if it’s a good fit? In this session, we will define RPA, outline growing use cases for mobility, and offer guidance on identifying candidate processes. We will also explain the process to design, test, and implement an RPA solution for your talent mobility program.


Solving pains with brains: The role of cognitive technology in global mobility

This discussion will focus on the role cognitive technologies can play in global mobility and how they are an enabler for the future of work. We will start with what “cognitive” means in the context of mobility and review existing solutions in the market. Then we will look at the process for selecting cognitive solutions that best fit your organization and mobility technology ecosystem. This session will be dynamic and include demos of cognitive solutions, insights from technology thought leaders, and an engaging discussion for all participants about how we will reinvent mobility for the cognitive era.



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Classrooms


Tax technical trends impacting mobility

In a constantly changing regulatory environment, it can be a challenge for companies to stay current on the latest technical rules and requirements. This session will focus on key technical issues impacting US compliance, with an emphasis on market trends around how organizations address these issues.


The human side of Mobility

A global move is professionally disruptive and personally intrusive. While technology is critical for improving experience, people are still at the heart of mobility – from employees and their families to HR and internal partners to vendors and external service providers. Learn how an inclusively designed, people-centered experience can increase engagement, productivity, and impact.

Strategic Look again

The Mobility organization of the future

For two years in a row, organizational design has emerged as the most important trend in Deloitte’s Global Human Capital Trends survey. Like the broader organization, the changing employee and digital landscape is challenging the Mobility function to adapt its service delivery model as networks and ecosystems replace organizational hierarchies. As Mobility programs become more digital, they face a growing imperative to redesign themselves to move faster, adapt more quickly, facilitate rapid learning, and embrace the dynamic career demands of our people. While service delivery model drivers such as cost savings, employee experience, or business partnering have not changed, the tools at our disposal are presenting new opportunities for how organizations structure their Mobility programs.

Strategic Look again

US tax reform: Navigating change and understanding the impact to mobility and rewards programs

The impact of tax reform on US companies is a high priority issue and the effect to global mobility and rewards programs should not be overlooked. This session will include an update from Deloitte’s Tax Policy group on the latest news from Washington and a discussion on the impact of these changes on global mobility and rewards programs.


Working closely with the HR Business Partner community

Within the HR function, the HR business partners (HRBP) often have the biggest impact on talent outcomes. This session will explore effective ways of working with the HRBP community to advance the strategic role of Global Mobility. Hear from your peers who will share their experience and learnings from working with their HRBP's in providing strategic guidance to business units in solving operational challenges.


Internal Ecosystem

https://www2.deloitte.com/global/en/pages/human-capital/articles/introduction-human-capital-trends.html?id=global:2sm:3tw:4dcom_share:5awa:6dcom:human_capital


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Greenhouse Labs

Title Description Focus area

Digitize versus humanize: The employee lens

Building on last year's Employee Experience lab where we identified key issues impacting the global mobility experience, join us for a Greenhouse Lab to explore the question: Which aspects of the mobility experience should be supported by humans and which should be enabled through technology?

Operational

Digitize versus humanize: The employer lens

What operational talent mobility functions can and should be digitized, and which still require a human touch? Join us for a Greenhouse Lab to explore the question: What is the desirable blend of people and technology in talent mobility operations?


Digitize versus humanize: What is the desired balance for global mobility?Embracing technology and digital service delivery of global talent programs can increase efficiency, improve experience, enable scaling, reduce risk, and elevate impact. However, technology and digital service delivery can be challenging for fundamentally human endeavors, including talent mobilization. Join us for one of two Greenhouse Labs to explore the question: What is the desired blend of technology enablement and human touch for global mobility?

We will explore the digitize versus humanize question with one lab focused on the employee perspective, while the other lab will focus on the employer perspective. Choose the lab based on the lens through which you want to explore this question.

About Deloitte

Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee (“DTTL”), its network of member firms, and their related entities. DTTL and each of its member firms are legally separate and independent entities. DTTL (also referred to as “Deloitte Global”) does not provide services to clients. Please see www.deloitte.com/about for a detailed description of DTTL and its member firms. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

Copyright © 2017 Deloitte Development LLC. All rights reserved.

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2018 Americas Global Employer Services Conference Mobility ... · 2018 Americas Global Employer Services Conference ... Welcome letter from our Conference Deans ... which trained