Finance

Establishing your business overseas?

This one-day workshop has been designed to increase financial competitiveness in businesses expanding into international markets.  The program focuses on linking business strategy with twenty critical infrastructure issues affecting legal, financial, tax, and human resources.  The program has been developed for business leaders, operations, and human resources managers who are responsible for linking strategy and tactics.  The program looks at markets in Europe, Asia, Latin America, and Canada and provides specific examples of contracts, tax strategy, incorporation challenges, collectives, expatriate management, statutory benefits, and employer/employee legal responsibilities.  At the conclusion of the program participants will have a comprehensive understanding of issues, documents, and resources to set up a business overseas.

Registration Information

Location:     White Plains, New York

                        Conference Center

333 Westchester Avenue-South Building

White Plains, NY  10604

Cost:             $400 Clients and Participating Organizations

$500 Not-Yet-Clients or Participating Organizations

Time:             8:00 AM-5:00 PM     Program

6:00 PM-9:00 PM     Optional Executive Dinner and Discussion

Contact:       Information@birchtreeglobal.com

Agenda

8:00-9:00 AM            Welcome and Introduction

1.    About this program
2.    Why go global?
3.    Organizational behavior
4.    Template Based Country Overview

9:00-10:00AM           Developing a Global Mindset

1.    Personal Orientation and Global Mindset
2.    Strategic Business Objectives
3.    Employer/Employee Legal Relationship

10:00-10:45 AM       Core Functions

4.    Tax Strategy
5. Legal Incorporation-Structure of the Foreign Business

10:45-11:00 AM       Break

11:00 AM-12:00       Core Functions

6.    Human Resources, Global Corporate Strategy
7.    Labor Law, Corporate Strategy
8.    Unions and Impact on Business Operations
9.    Talent Management Immigration/Naturalization/TCN

12:00-1:00 PM          Lunch (Provided by Conference)

1:00-2:30 PM            Core Functions      

1. Expatriate Management-Costs and Consequences
2.   Compensation/executive Compensation-Who Decides
3.   Statutory/Non-statutory Benefits-Requirements
4.   Performance Management-Link to Business Strategy
5.   Training and Organizational Development

2:30-2:45 PM            Break

2:45-5:00 PM            The Global Environment

5.   HRIS-Capturing Data and Data Privacy
6.   Technological Issues
7.   Safety and Environmental Concerns
8.   Ethics in Global Business, Legal Issues
9.   Global Communication
10.   Cultural Implications

6:00-9:00 PM            Executive Discussion and Dinner (optional)

Instructors and Contributors

 Janet L. Walsh

Janet Walsh is the CEO and President of Birchtree Global, LLC a professional services firm that increases the financial performance of companies by establishing them in new markets and increasing workforce productivity. She has worked on-the-ground in 73 countries establishing human resources and business infrastructure for global multinationals.  In addition to her experience with Birchtree, she has served as a corporate VP HR leading the global HR function through mergers and acquisitions, divestitures, greenfield expansion, and new market development.  She has diverse industry experience in manufacturing, financial services, and technology companies.

Janet’s board service has included Devry University, the advisory board of the American National Standards Advisory Group and the US TAG board of the Society for Human Resources Management, World Trade Center in Atlanta, GA, the French American Chamber of Commerce, Bucknell University Alumni Association and Dumbarton Concerts.

Janet is a senior, visiting professor of business at several universities including Keller Graduate School of Management where she authored the school’s HR MBA capstone course, and courses in metrics, economics, and global business.

She holds a BA Economics from Bucknell University, an MBA from Loyola University, and is a current doctor of business administration student-dissertation “Success characteristics of foreign direct investment in Cuba.”

Jim McGuirk

Jim McGuirk is the founder and president of AKLM Consulting. The business focuses on market research, market positioning, market strategy, partner alliance programs and M&A strategy in the government technology marketplace.

Prior to establishing AKLM, Jim was the Vice President of Worldwide Government for Siebel Systems Inc. for 2 years.  Prior to working with Siebel, Jim held multiple leadership positions with Unisys Corporation including President and General Manager.  He was president of WW Public Sector ($2.2B), the US Federal Systems ($1.2B), and General Manager, North America ($3.5B).

In 1999, Jim received the Federal Computer Week Eagle Award for his significant contribution to the Federal Government information technology community. This award is to the top industry executive serving the Government Marketplace.

A native of Pittsburgh, Pennsylvania, Jim holds a Bachelor’s degree in Mathematics from Duquesne University. He is a member of the Duquesne University Board of Directors and the Century Club for Distinguished Graduates. He is the Managing Partner of ERIE, LLC, a private investment firm.

John O’Loughlin,

John O’Loughlin is Managing Partner of MGHR Leadership Solutions Practice that also conducts senior HR search in tandem with McAleer Gray. MGHR’s solutions are focused on Board of Director’s to C-level and their direct reports. MG-HR’s clients extend across diverse business sectors.

With over 20 years’ experience in the CHRO role in multiple industries, in large, medium and small organizations, as well as public and private companies, John brings experience, expertise, and insight that is invaluable in partnering with clients on human capital challenges and HR executive search.

Prior to joining McAleer Gray, John worked with start-up organizations expanding overseas including long-term projects in China.  John worked with Birchtree Global providing board, executive compensation, and global start-up expertise.  Prior to working with Birchtree, John was SVP, CHRO at Corporate Express (now Staples) and supported the growth of that organization from $400 million to $8 billion. The growth was both organic and through acquisitions characterized by best practice integrations of organizations.

John holds a BBA from Texas Tech University and a MBA from the University of North Texas. He is further distinguished by holding both the SPHR and GPHR credentials through the HR Certification Institute.

Richard D. Gimbert

For the last sixteen years, Richard D. Gimbert has provided independent, global CPA services for Birchtree Global.  He is a Principal in GrossDukeNelson, and leads their international tax practice area.  A member of the Integra global network of CPA’s Rick specializes in international tax, inbound and outbound transactions, transfer pricing, foreign national taxation, taxation of international partnerships, international assignment planning and US nonresident withholding requirements, corporate as well as individual tax planning.  He leads the Integra US cross border tax group that is responsible for improving international tax capabilities.  He is a regular presenter at global professional programs.

Rick’s previous experience includes being an international tax partner at both Price Waterhouse (before the Coopers merger) and Deloitte & Touche. Rick has led large U.S. international tax practices in Houston, Tokyo, Toronto, and Atlanta.  Rick knows the expatriate community very well having practiced outside of the US in Tokyo and Toronto for almost 10 years; Rick has extensive experience with inbound and outbound business investment and served many multinational as well as Fortune 100 companies.

Rick has authored numerous articles over the years and has been a frequent speaker at tax conferences. Rick graduated from the University of Tampa with a BS in Accounting and is a CPA in Florida and Georgia.

Steven L. Walsh

Steven Walsh is the president of Traxys Power Systems a division of the $5B Traxys conglomerate.  He is responsible for leading the profitability and development of Traxys power systems around the world.  Prior to Traxys he was the founder and managing partner of Tier One Capital Management, LLC.  Tier One identifies strategic partnerships for infrastructure projects, mergers, acquisitions and investments in various markets targeting opportunities that provide risk adjusted financial returns.

Prior to Tier One, Steven spent 13 years with AES Corporation in executive management.  Steven served in operational roles as the President and CEO for Middle East and South Asia, Dubai, UAE operations; President and CEO for CIS Operations in Kiev, Ukraine; and as President and CEO of operations in Bogota, Colombia. Steven also served at AES’s corporate headquarters as Vice President, Government and Legislative Affairs.

From 2004-2005 Steven was recalled to active service to the U.S. Mission, Iraq where he served as a Lt. Colonel in the Marine Corps, managing the electrical sector project and contracting office.

Prior to working with AES, Steven was a Lt. Colonel in the Marine Corp and was awarded the Bronze Star for meritorious service in combat.

Steven holds a degree in Engineering from the Naval Academy in Annapolis, MD; an MSBA in Finance from Strayer University, and completed the AMP Degree Program at Harvard University.