2018 Session Speakers
Client Services Manager – Fragomen
Diego is a Client Services Manager splitting his time between Fragomen’s Dallas and Houston offices, where he provides advice to clients’ offshore workers, vessel and rig operators and commissions, engineers and technical personnel. Diego is an active member of and contributor to the Fragomen Energy Maritime Engineering & Construction (EMEC) Practice Group, through which he advises on complex aspects of international transfers onshore and offshore, including multinational assignments, exploration, drilling and docking vessels. In addition, Diego works closely with clients on the application of the International Labor Conventions for Seafarers with immigration law in several jurisdictions. He is a frequent speaker on topics relating to corporate immigration for international companies and investors in Brazil, Argentina, Mexico and other Latin American destinations. Diego is a graduate of the Case Western Reserve School of Law (LL.M, 2003) and Universidad Dr. José Matías Delgado (J.D., 2001).
Opening Keynote Speaker
Sandy Asch, Principal Alliance for Organizational Excellence LLC, bestselling author of ROAR: How to Build a Resilient Organization the World Famous San Diego Zoo Way, internationally recognized speaker, global consultant, best place to work expert and architect of the Resilience at WorkTM model.
Asch partners with companies globally to create workplaces that are passionate, focused, healthier and resilient.
30,000 leaders in 350+ companies in 50 countries and 6 languages have implemented her strategies to win best place to work awards, navigate mergers and embrace change.
Sandy’s presentations are uniquely high-content and high-participation, engaging CEO, HR and leadership audiences globally in practical discussions to activate meaningful application that produces results. She holds a master’s degree in Organizational Management.
Vice President, Global Account Manager – TheMIGroup
Daniel began his career with TheMIGroup in 1995 in Toronto in client services. Since then, Daniel has held increasing positions of responsibility in client services, sales, operations, and global account management. Daniel has worked in our Toronto, Los Angeles, and Atlanta business units. He uses his knowledge of the relocation industry to provide effective strategic and tactical solutions for TheMIGroup’s global clients as they develop and execute their global mobility programs. As an experienced relationship manager, Daniel is highly skilled at developing and maintaining key relationships at all levels. Daniel earned his B.Sc degree in Physics and Philosophy from The University of Toronto.
Vina Ching Brown
Vina Ching Brown
Immigration Team Lead – Chevron
Vina Ching Brown is an HR professional with specialty knowledge in Global Mobility function. In depth knowledge of immigration both US visa, green card and global visa. Proactive business partner with focus on conflict resolution and compliance maintenance.
Managing Partner – BAL
Rob Caballero is the Managing Partner for the Houston and Austin offices of Berry Appleman & Leiden LLP. Rob currently devotes his practice to immigration matters relating to temporary work visas, employment-based immigration, naturalization, and consular processing, focusing specifically within the energy, engineering and technology industries.
Rob is an expert in U.S. immigration and nationality law. He is known for his expertise in the energy, engineering and technology arenas, and provides his clients with specific and comprehensive legal advice including, but not limited to, developing and formulating corporate immigration policies, advising on the ramifications of mergers and acquisitions, and managing his clients’ immigration programs. He advises and represents employers and individuals before the US Department of Homeland Security, the US Department of Labor and the US Department of State. Rob’s clients include Global Fortune 100 corporations as well as regional companies located within the US. He is also a frequent speaker at national and international industry conferences and CLEs.
Corporate Security – National Oilwell Varco
Jose is a former Intelligence Analyst in the US Army and Intelligence Supervisor in NATO with combat deployments to Iraq and Afghanistan. He is experienced in intelligence threat analysis and geopolitical risk in multiple regions of the world. Jose is now monitoring global activity to provide NOV with security assessments & measures. He develops business risk assessments and threat analysis from a corporate security perspective for the protection of company personnel and assets. Such information is based on potential risk, which may impact the company globally. Jose coordinated support for crisis response, develops guidelines and security protocols for travel security and works on threat mitigation in numerous countries around the world.
Global Mobility Leader – Baker Hughes, a GE company
Carole has spent the last 7 years of her 20 years in global mobility at the newly merged Baker Hughes, a GE company (BHGE). In her most recent role, she led the global mobility integration sub-work stream for Baker Hughes M&A activity in coordination with other HR functions. As the newly appointed Global Mobility Leader at BHGE, her primary focus is to develop and implement the global mobility strategy and delivery model and integrate two legacy programs.
During Carole’s career, she has led outsourced and in-house strategic and transactional mobility teams across multiple industries and geographies with an aim to provide a world class end to end mobility experience for all stakeholders and positively impact workforce planning/mobility and company performance. By capitalizing on synergies that exist between employment tax, immigration, program and strategy design, best practice process design and technology to support population management, she is able to deliver business focused solutions and drive cost optimization. Currently residing in Houston, Carole previously lived in Dubai, UAE on an international assignment.
Intercultural Trainer – IOR Global Services
ELIZABETH ESCOBEDO designs and delivers cross-cultural training programs, and provides face-to-face and virtual coaching focused on intercultural communication skills, multicultural teambuilding, and global workplace strategies that enhance performance.
Prior to facilitating intercultural training programs, Elizabeth developed language and cultural training seminars for the medical and administrative staffs of several hospitals in Dallas. In addition, she worked with international hotel chains developing programs through language learning and cross-cultural skill building to train staff in establishing good relationships and working cohesively with their international subsidiaries.
Elizabeth holds a BA degree in History with an emphasis in Latin America and a Masters in Intercultural Relations from the University of the Pacific and the Intercultural Communication Institute. She has lived and worked in the United States and France and spent considerable time in Mexico, China, Kenya, and Romania working on humanitarian projects. Elizabeth is fluent in Spanish and French and conversational in Italian.
Global Mobility – Halliburton
Carolina Ferrer has been a leader with the Halliburton International HR and Global Mobility organizations for over 13 years. With an MBA in Human Resources Management, she has served in local country, region level and international roles in both Latin America and the US since first joining Halliburton in 2004. Starting with a short stint in the Accounting function, her tenure with the company includes roles as an HR Generalist, as a Lead for Latin America in the company’s HR Transformation project where she created and implemented a shared services model for local and international transaction execution, and then to positions of increasing responsibility within Global Mobility and International HR . Carolina also recently served on a confidential project committee for a historical, pending, M&A transaction as a subject matter expert for International HR and Global Mobility. Carolina moved to Houston, TX, in 2014 and already knows more about this city than most of the natives!
Director, Global Mobility – Fluor Enterprises Inc.
Responsible for the Global Mobility program, Rico directs and manages Fluor’s Immigration, Relocation and Expatriate Tax engagements, as well as the Expatriate Medical Services.
A native of Switzerland, Rico expatriated to the US in 1996 and has firsthand experience going through various stages of the U.S. immigration system. Rico has 20 years of experience in the mobility field, having managed the visa office at the Swiss Consulate in NYC and working at a prominent immigration law firm before joining Fluor in 2008. Now based in Houston, he has previously worked in New York and California.
Partner – E&Y People Advisory Services
Patrick is a partner in EY’s People Advisory Services practice based in Houston, Texas. Patrick has spent over 20 years serving numerous US and foreign owned multinational companies. He specializes in cross-border mobility issues including international payroll, expatriate taxation, mobility policy, and international assignee technology. His experience includes time spent working as an expatriate and extensive travel to remote locations tied to his client base. Patrick is responsible for a diverse range of US and foreign-owned multinational clients that have employees working across borders, both domestically and internationally. He works closely with his clients and the other People Advisory Services partners at EY to address a broad scope of needs across the people strategy spectrum. Patrick has advised on many international aspects in the People Advisory Services area, including US inbound individual and expatriate taxation, employment and payroll taxation, global mobility policy development, and efficient use of technology supporting global payroll.
Senior Manager – E&Y People Advisory Services
Leesa is a Senior Manager in the Mobility service offering of EY’s People Advisory Services (PAS) practice based in Houston, Texas. Her areas of expertise include global expatriate administration, international payroll taxation and process, tax reimbursement policies and global engagement coordination. Leesa currently works on-site with clients as a Senior Manager of PAS including expatriate administration, HR orientations, interface allowances to payroll and reconciliation of payroll results, quarterly general ledger reconciliations, approval of business expense reports, and compensation collection. Also performs PAS tax functions such as departure and arrival tax consultations from/to the US. Prepare hypothetical calculations, cost projections, gross up calculations, and payroll instructions. She works very close with the clients International Human Resource, Payroll, Legal, Compensation and International Accounting departments, as well as third-party vendors. Leesa has 18 years of experience in industry in Global Mobility departments within Human Resources with concentrations in payroll, expatriate administration, compensation collection and review, and international accounting.
Partner – PwC
Samir is a Partner specializing in Global Mobility and part of PwC’s People and Organisation practice which brings together an unmatched combination of 10,000 people with industry, business, talent, strategy, HR, analytics and technology expertise in one team across 138 countries. Samir brings great zeal and commitment to his role, – his enthusiasm comes from working with some of the firm’s most prestigious clients ensuring that PwC delivers a consistent value-added experience to each client while focusing on global account governance, engagement technical as well as risk & quality attributes, providing technology and data analytics support while driving the talent development agenda.
Samir works side-by-side with senior leaders to transform the employee mix supporting international projects and to review practices to increase the efficiency of their global mobility programs. He has provided support on international policy development, helped establish best practices, and provided support to project business services, commercial strategy, HR and Finance teams. Samir is also the leader of PwC’s Global Mobility Data Analytics team. Additionally, he has more than 3 years experience working in the CIS countries assisting major Energy sector clients with country-specific corporate tax planning and international structuring. In addition, Samir is the sector leader for the delivery of PwC’s Global Mobility services to Energy and E&C clients. As a thought leader, Samir has written articles and frequently speaks at many PwC and outside events on global-mobility-related matters.
Specialties: global account management & program coordination. Expertise in global mobility & talent strategies, data analytics, international compensation and cross-border taxation, including tax planning & compliance, employment risk management, expatriate & US taxation,
Global Mobility – Halliburton
A native of Houston, Jennifer is an accounting graduate of the University of Houston Bauer College of Business and a CPA for the state of Texas. Upon graduating she joined Deloitte where she served in Audit and Consulting Services, specializing in Banking, Real Estate, Oil & Gas and Non-Profit finance and accounting. Her work with independent start-up and IPO projects in the mid to late 90s introduced her to the world of HR as she would often serve as both CFO and CHRO (Chief Human Resources Officer) in reorganized entities in prep for sale or spin-off. A successful decade in the Talent Acquisition and Development field led her to Halliburton in 2011 where she managed Talent Acquisition and Retention for high-end technical oil and gas professionals globally through Halliburton’s Landmark, Consulting Services, Project Management and Land Acquisition divisions. She then moved into the role of Western Hemisphere Global Mobility Manager where she supported all international assignment programs and managed the company’s Global Mobility Advisor function – taking this function to higher levels of exceptional customer service and care. Jennifer currently leads the company’s International HR Center of Excellence with full mobility program responsibility and oversight for 3,000 globally mobile employees worldwide.
Senior Director, Global Payroll and Mobility Services – BMC Software, Inc.
Alan Moidel has extensive shared services experience in the areas of international human resource, payroll, finance, accounting and tax. At BMC, he directs the company’s global payroll and mobility activities to ensure efficient, cost-effective systems and compliance with local and international payroll, tax, immigration and accounting requirements.
Before BMC, Mr. Moidel held various industry and consulting positions with Pride International, The Hackett Group, BearingPoint, Ernst & Young, Deloitte & Touche, Thomson Learning, and Mobil Oil Corporation.
Alan received his Masters of Business Administration from The George Washington University and his Bachelor of Arts from the University of Pittsburgh.
MD, MSPH – Occupational Medicine Physician/Corporate Health Services
Dr. Patron provide expertise and guidance as an occupational health specialist (medical director) for many different companies on a wide range of occupational health issues and requirements. Dr. Patron has provided medical director services to many large and small companies since 1994.
Libby Sartain, LLC – Former CHRO, Professional Board Member
Libby Sartain is an independent advisor, working with companies on human resource issues. With more than 30 years of experience in human resources, she is also an author and frequent speaker, using her HR leadership and management experience at companies in technology, transportation and manufacturing. She led human resources at Yahoo! and Southwest Airlines during transformative periods. Both companies were among Fortune magazine’s “Best Places to Work” during her tenure. She is the former board chair of the Society for Human Resource Management and currently serves on the SHRM Foundation Board. Sartain serves on the boards of directors of ManpowerGroup and Shutterfly and is the Vice Chair of the Board of AARP.
Product Development and Customer Engagement – Cigna Global Wellbeing Solutions
Laura Soto is the head of Product Development and Customer Engagement for Cigna Global Wellbeing Solutions. She and her team design on and offline solutions to help customers lead healthier, more productive lives. Laura has more than 10 years of experience in care management, working to build and promote programs in chronic condition coaching, decision support, and wellbeing for populations across the globe within organizations including Bupa and Best Doctors. Raised in the Washington D.C. metropolitan area, she now resides in Madrid, Spain. Laura holds a B.A. in Psychology from Harvard University.
Principal, Global Employer Services – Deloitte Tax LLP
Patti is currently the Houston practice leader and the Analytics leader for the Global Employer Services practice. She works closely with clients on mobility strategy, policy and process improvements, and cost savings through policy and employment tax design. She works closely with clients and engagement teams to deliver insights through analytics.
Patti has over 18 years of experience helping clients transform their mobility functions through large ERP implementations, expatriate management systems, service delivery model, and policy and process design. Patti has experience across the O&G industry, Media, Pharmaceuticals, and Consumer Products.