Equus AMR Client Conference

September 25-26, 2024 | Dallas
Join us to connect your peers, meet with the Equus team, and explore new ways to master your mobility program. agenda

September 25, 2024 Day 1

8:00-9:00
Breakfast & Registration
9:00–9:30
Welcome & Kickoff
General Session - Sky 1 & 2
Mark Thomas  (9)
Mark Thomas
CEO & Founder
Tyler Reynolds
President
vicki marsh  (1)
Vicki Marsh
SVP Global Client Success
9:30-10:15
The Future of Global Mobility - Top Trends Shaping Tomorrow
General Session - Sky 1 & 2

Join industry leaders and experts as we dive into the most influential trends shaping the future of global mobility. This session will provide valuable insights into emerging technologies, evolving employee expectations, and innovative strategies that are transforming the mobility landscape.

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Morgan Crosby
Chief Strategy Officer
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Sharrell Kilgore
NTRP President 2024/25
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Ashley Davis
VP of Client Experience
Mary Weaver
VP, Global Advisory Services North America
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Anna Potter
Principal Consultant
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Tom Richardson
Director of Solutions Consulting
10:15-10:30
Break
10:30-11:15
Innovation Workshop to Strategize Your Impact
General Session - Sky 1 & 2
In this session, we will explore how to quantify impact and engage stakeholders by telling mobility success stories in the platform. Discover how to link successful outcomes to business goals, and visualise impact within your own or your client's organization to address unique stakeholder perspectives and keep that seat at the table!
Becky Woods
Talent Mobility Head
vicki marsh  (1)
Vicki Marsh
SVP Global Client Success
11:15-12:00
Mastering Remote Work: Unlocking Success with the Equus Platform
General Session - Sky 1 & 2
Discover how a forward-thinking GM team has successfully navigated the challenges of Remote Work management, from building a compelling business case to implementing effective strategies. Gain valuable insights into the key considerations and see first hand how to elevate employee experience through the Equus remote work solutions.
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Antuan Jeffery
Senior Global Mobility Counselor
Michael Witkowski
Michael Witkowski
GCS Director
jakehofer
Jake Hofer
GCS Manager
12:00-1:00
Lunch
1:00-1:45
Transforming Global Payroll & Compensation with Equus
Corporate Track - Sky 2

This session will delve into the latest tools offered by Equus to streamline global payroll processes; including automating compensation accumulation data imports for efficient and accurate total cost reporting. Learn from industry leaders and peers about best practices and innovative solutions that can transform your organization’s compensation and payroll management, driving both efficiency and accuracy.

Hugh Sturgulewski2
Hugh Sturgulewski
GCS Senior Manager
Charlie Jauquet
Charlie Jauquet
GCS Senior Manager
1:00-1:45
Standing Out Against the Competition: Gaining Insight into the Versatility of the Equus Platform
Service Partners Track - Sky 1

We’ll cover best practices for showcasing the value of the platform’s capabilities and explore the benefits to RMCs when providing services to corporate clients also using the Equus Platform. Gain insights from experts and elevate your strategies to foster stronger partnerships and deliver unparalleled value. Don’t miss this opportunity to turn potential competition into collaborative success!

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Stacy Bass
GCS Director
troy parker
Troy Parker
GCS Manager
Jessica Behrens
Jessica Behrens
GCS Manager
_Lynn Hartley
Lynn Hartley
GCS Manager
1:50-2:35
Transforming Domestic Mobility: Enhancing Efficiency with Equus Integration
General Session - Sky 2

Discover how the Equus Platform transforms domestic mobility through seamless HRIS integration and automation. Learn how to consolidate relocation data, enhance visibility, and strengthen RMC vendor partnerships. See how clients have achieved greater efficiency and success by bringing domestic mobility into Equus.

stacy bass
Stacy Bass
GCS Director
dung tran
Dung Tran
GCS Senior Manager
_Lynn Hartley
Lynn Hartley
GCS Manager
1:50-2:35
Pass the Remote (Work Solution)
Learning Session - Sky 1
The Equus Platform can cater for your Remote Work population! Come along to see a live setup and configuration scenario.
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Miguel Sibucao
Senior Business Analyst
2:40-3:15
Strategies for Mastering Immigration Management
Corporate Track - Sky 2

Join us to explore how the Equus Platform empowers you to efficiently manage immigration for new relocations/assignments and localized foreign nationals. Learn to shift focus from just the initial move to comprehensive, ongoing immigration control. Discover strategies to handle increasing "Immigration Only" requests, reduce costs, and ensure a robust program for talent attraction, retention, and duty of care. See how dedicated dashboards and existing functionalities enhance your immigration management, regardless of changing policies.

Eylin Salas
Eylin Salas
Assistant Director, Visa & Immigration
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Kirsten Berlan
GCS Manager
Reda Belabed
Reda Belabed
Director of Solutions Consulting
2:40-3:15
The Power of APIs: Real-Time Integration Solutions for Service Providers
Service Partners Track - Sky 1

Dive into the transformative potential of API adoption and process solutioning with the Equus Platform. Learn about the various options available to solve complex issues, enhancing efficiency and data accuracy through the variety of integration tools available in the Equus Platform. Explore methods for integrating with your client's HRIS system, supplier partners, financial platforms, and more.

Dennis Decot
Dennis Decot
VP, Business Process and Systems
Tom Richardson
Director of Solutions Consulting
andrew_brooks
Andrew Brooks
GCS Senior Manager
3:15-3:45
Break
3:45-4:30
Navigating Global Expansion - Insights for Global Mobility & HR Leaders
General Session - Sky 1 & 2

Join GX for an exclusive panel session featuring industry leaders as they delve into the critical challenges faced by Global Mobility and HR Managers during global expansion strategies. This session will provide actionable insights and practical advice on why Global Mobility must take a leading role in expansion discussions and how to navigate the complexities of internal stakeholder management and communications

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Brandy Chambers
Director of HR Operations, Compliance & Employment
Funcheon, Natalie
Natalie Funcheon
HR Partner
Michael Stambaugh
Michael Stambaugh
Fractional CHRO and HR Advisor
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Meredith Morris
Director of International Development
4:30-4:40
Break
4:40-5:25
Interactive Roundtables
General Session - Sky 1 & 2

Join us in rooms Sky 1 & 2 for open drinks and interactive round-table discussions. Topics will include the following: 

Equus Tax Engine, Flexibility, Business Reporting, Policy Benchmarking with AIRINC, Employee & Family Experience with NetExpat, Technology Transformation, Company Checklists, Syper-user team structure. 

5:25-6:30
Networking Reception
Please join us in the lobby and pool area for networking and cocktails!
6:30-9:45pm
Dinner & Live Music!
Sponsored By Equus Software

Join us for an off-site dinner and live music at the Smoky Rose! Shuttles will depart at 6:40pm from the Lorenzo Hotel to bring guests to the restaurant, and will be available at 9:45pm  to bring guests back to the Lorenzo hotel.

Planning on attending? RSVP for dinner!

September 26, 2024 Day 2

8:00-9:00
Breakfast
9:00–9:45
Navigating Tax Cost Estimates in Domestic Mobility: Is There More Than Domestic Grossup?
General Session - Sky 1 & 2

The Domestic Grossup Engine is the bedrock tax offering in Equus Platform to manage expenses for relocations within the United States. Hear how the Tax Engine, generally associated with international mobility with coverage of 153 countries, is being used to estimate taxes for broader cost management support in domestic programs: from preparing estimates for budget approval to analyzing estimates vs actual for cost reporting. We will also share the Tax Engine Roadmap to explain our plan to add capability for domestic mobility beyond relocations.

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Kristy Marconnett
VP, Client Tax Services
Andrea Cole
Senior Business Analyst
_Lynn Hartley
Lynn Hartley
GCS Manager
Chantal Baena
Chantal Baena
Tax Manager
9:50-10:35
AI Revolution: Transforming Global Mobility with Equus Innovations
General Session - Sky 1 & 2

Hear from industry innovators who are leveraging AI to catapult their mobility program into the future. Be inspired and walk away with new ideas about what AI can offer Mobility, from instant analytics to improving cost estimate accuracy, and elevating the employee experience with a personalized approach.

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Paul Gucciardi
HR IT Systems Senior Manager
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Lottie McCarthy
Product Marketing Manager
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Andrew Brooks
GCS Senior Manager
10:35-11:05
Break
11:05-11:50
Employee Experience & Self-Service
General Session - Sky 1 & 2
Explore how exceptional employee experience differs across organizations, learn various approaches to defining success, and sharing insights with stakeholders. Does a self-service model always result in greater employee satisfaction? Is there a trade-off with control when implementing a self-service approach?
Michael Witkowski
Michael Witkowski
GCS Director
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Maureen Heim
Global Project Support Manager
11:50-12:50
Lunch
12:50-1:35
Aligning Global Mobility with Your Talent Function: Touchpoints Where Mobility Leaders Can Make a Difference
Corporate Track - Sky 2
Global mobility leaders want a stronger interface with the talent function but often face obstacles to achieving success. We'll explore specific ways to approach the talent function to bring more value to talent initiatives and to enhance the employee experience.
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Mary Weaver
VP, Global Advisory Services - North America
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Tom Richardson
Director of Solutions Consulting
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Anna Potter
Principal Consultant & Owner
12:50-1:35
Dashboards & Theming
Service Partners Track - Sky 1
The Equus Platform can provide a tailored look and feel along with fully interactive dashboards for your clients. Come along and see how to do this, live!
benlove
Ben Love
Head of Learning
1:35-2:15
Navigating the Future of Business Travel Compliance
Corporate Track
Dynamic exploration into the evolving world of business travel compliance. This session will equip you with the latest technology strategies and insights to navigate the complexities of a robust compliance framework. Expect an engaging, interactive session featuring real-world case studies and a hands-on demo that will empower you to turn risk management challenges into opportunities for growth. Get ready to transform your business travel strategy and safeguard your global workforce in an increasingly regulated world.
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Nate Bell
Managing Director
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Nicole Black
VP Global Client Success
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Dillon Martin
GCS Manager
1:35-2:15
Building Efficiency Through Feature Adoption
Service Partners Track
Optimizing efficiency is more critical than ever. In this session we will show examples of how and when certain features in the Equus Platform can be used to to drive efficiency.
Jessica Behrens
Jessica Behrens
GCS Manager
troy parker
Troy Parker
GCS Manager
jesse jones
Jesse Jones
GCS Manager
2:20-2:45
Ace Your Certification: Equus Platform Exam Revision Session
General Session - Sky 1

Join our comprehensive revision session designed to help you excel in the Equus Platform Certification Exam. Refresh your knowledge, clarify doubts, and gain insider tips from experts to boost your confidence.

benlove
Ben Love
Head of Learning
miguel
Miguel Sibucao
Senior Business Analyst
2:45-3:00
Conference Wrap-Up & Action Plan
General Session - Sky 1
vicki marsh  (1)
Vicki Marsh
SVP Global Client Success

Additional information

Location

Lorenzo Hotel Dallas 1011 South Akard Street Dallas, TX 75215

Website

Frequently Asked Questions

What is the format of the event?
The format will be face to face.
What meals are provided?
We will provide daily breakfast, lunch, snacks and a reception on night 1.
Where is the conference?

The conference is taking place at the Lorenzo Hotel Dallas on the 12th floor.

How do I convince my boss to let me attend?
We've got you covered! Check out this document to help build the business case. 

Fill in your details below to complete your registration.

Questions?

Email the conference team!