2014 Global Operations Forum
September 30-October 1, 2014
Renaissance Phoenix Downtown Hotel
- Legal, budgetary, administration, and compliance considerations of establishing operations abroad
- Global support models and best practices
- International human resource issues
- Foreign banking, cash management and procurement practices
- Working with foreign institutions
- US and foreign regulation compliance
Whether your institution is relatively new to operating outside the U.S. or has a dedicated global operations department, this forum will offer you the opportunity to learn from campus experts, hear the latest developments from international operations professionals, and network with peers facing similar challenges.
**If you are registered for the 2014 Tax Forum taking place just before the Global Operations Forum at the Renaissance Phoenix Downtown Hotel, you will receive $100 off your registration fee! Please note that you must register for the 2014 Tax Forum first in order to receive the discount. This discount code will be provided on your Tax Forum registration confirmation. Please use that when registering for this program.**
Who Should Attend
- College and university professionals working in global operations support/international outreach
- Legal/general counsel
- Risk managers
- Sponsored projects administrators
- Tax Managers
What You'll Learn
- An understanding of recent regulatory developments impacting compliance with U.S. and foreign requirements
- Explore institutional models for global support and best practices
- Identify key components and strategic thinking related to setting up operations abroad
No prerequisites and/or advance preparation required.
Participants will be awarded up to 8 CPE credits. CPE credits can be earned in the following categories:
Business Law, Finance, Taxes, Business Management & Organization
FeesEarly Registration Fee: $325.00
(Early bird ends 8/29/2014)
Tuesday, September 30
|11:00 am||Registration Opens|
|1:00 pm||Welcome and Introductions|
|1:10 pm||Global Activity Data: Who's Doing What Where and How do we Keep Track of it all?|
|2:40 pm||Refreshment Break|
|2:55 pm||Compliance with the New OMB Uniform Guidance in Federally-Funded International Projects|
|2:55 pm||Evaluating your Global Support Project|
|4:00 pm||Recruiting and Retaining Staff for Overseas Campus|
|5:00 pm||Networking Reception|
Wednesday, October 1
|8:15 am||Cross-Border Payments and Reporting: What Colleges and Universities Need to Know|
|9:20 am||Going Global: Navigating the Potential Tax Issues Associated with China|
|9:20 am||Navigating the Tax and Legal Framework in India as an Education Provider|
|10:20 am||Refreshment/Check-out Break|
|10:45 am||Cash Management|
|10:45 am||Global Operational Compliance in Education Abroad|
|12:00 pm||Creation and Integration of Blocker Entity|
|1:00 pm||Program Adjourns|
Renaissance Phoenix Downtown Hotel
Visit the Renaissance Phoenix Downtown Hotel website for details, including restaurants, amenities, and nearby attractions.
For reservations, call 602.333.0000.
Rates are guaranteed until 8/29/2014, subject to availability.
Please review our registration policies.
Please Note: NACUBO professional development programs are often sell-outs. Please secure air and hotel reservations only after confirmation of registration.
Human Resources Director
Weill Cornell Medical College
SHOW FULL BIO » Responsibilities Omar Baki is the Director of Human Resources (HR) at Weill Cornell Medical College in Qatar. His areas of responsibility include HR strategy and operations, government relations and immigration, administration and logistics management. Experience Omar has more than 20 years of experience in International HR management across diverse industries and countries including hospitality, health care and higher education. He is also PHR certified with SHRM since 1999. Prior to joining WCMC-Q, Omar was the Regional HR Director at Kaplan Higher Education, where he led the implementation of corporate based human resources initiatives for the Southwest region in the USA with an emphasis on employee relations and HR policies with focus on attracting, retaining, motivating and developing key talent. Omar joined WCMC-Q in 2010; he has strategically supported the hiring, mobilizing, legalizing, training and retaining of top talented staff, administrators, doctors and researchers from across the globe with total of 430 faculty and staff. Education Omar earned his MBA degree in Successful Negotiation and Conflict Resolution from Jones International University, USA and his BA in Applied Art and Science from Southwest Texas State University with a minor in Business Administration.
Associate General Counsel
University of South Florida
Partner, International Tax
Moss Adams LLP
SHOW FULL BIO » Roy has provided tax services to clients since 1996 and focused specifically on international tax matters since 2000. Roy has worked in both public accounting and in industry allowing him to provide practical tax advice to his clients. He works closely with his clients to optimize the worldwide effective tax rate and to reduce foreign taxes through tax-efficient financing, efficient cash management, repatriation of earnings to the U.S., and transfer pricing analysis. Roy has assisted clients in both acquisition and divestiture structuring and in entry into new markets. Additionally, Roy has an extensive background in ASC 740 and its application to foreign subsidiaries.
Chief Financial Officer and Director of Financial Consulting
SHOW FULL BIO » Kapil is a financial entrepreneur who demonstrates creativity, commitment, leadership and interpersonal skills in designing and executing solutions that creates customer value. With over 12 years of experience of designing & executing Indian Market Entry Strategies and of advocating more than 250 International clients, he was instrumental in seeding Sannam S4 in 2007. With the objective of establishing & nurturing foreign organizational operations in India, he co-founded Sannam S4 and transformed from a finance professional to a start-up executive. He also brings with him vast experience of working as a corporate finance adviser with Big 4’s and leading Indian financial & tax advisory organizations. His niche lies in developing strategy for foreign investors entering the Indian real estate, healthcare, entertainment, retail and hospitality sector. Kapil has been an adviser to Jersey Finance Limited for promoting the bilateral trade between India and Jersey. As former Head of Business Services in India at the UK India Business Council, Kapil has also advised many UK organizations on the requirements for compliance with the Indian financial & legal regulatory framework and how best to establish a local entity. Kapil was actively involved in assisting the certified nominated advisers of UK for listing a company’s shares on the Alternative Investment Market (AIM). Kapil’s career includes widespread international experience of establishing businesses in Hong Kong, Singapore, Germany, Jersey and the UK. Much of his efforts have been focused on markets with flourishing opportunities for bilateral trade with India. Kapil is recognized by both clients and colleagues as a consummate professional with high degree of personal integrity. Known for his contagious passion for excellence, a talent for resourceful business solutions, and a capacity for motivational leadership
Hogan Lovells US LLP
SHOW FULL BIO » Bill Ferreira provides strategic advice to recipients of government grants and contracts, including colleges, universities, hospitals, nonprofit organizations, and small and large businesses. Bill also guides these organizations with respect to international initiatives and transnational agreements. Bill works closely with organizations engaged in federally sponsored research and international development projects. He advises on audits, investigations, and disputes with the federal government about cost accounting and administration of grants and cooperative agreements. He regularly advises on federal grant and procurement compliance; sponsored project policies; rights to intellectual property; federal information security requirements; cross-border research, technical assistance, and foreign development initiatives; and the financial, administrative, and scientific management of sponsored projects. Bill drafts and negotiates a range of contractual instruments related to U.S. and foreign academic and sponsored projects. Bill works extensively on international initiatives of higher education institutions, nonprofit organizations, and federal contractors in more than 30 countries, leading organizations through establishment, licensure, and registration of operations abroad; structuring grant and contract projects at foreign outposts; implementing local labor and payroll solutions; contractual relationships with foreign governments, sponsors, and individuals; and risk assessments. Bill has spoken extensively on the nuts and bolts of operation in Africa and other worldwide sites.
Assistant Vice President, Research and Development
University of Maryland Baltimore
SHOW FULL BIO » Marjorie Forster has been involved in research administration for over forty years. Currently she is the Assistant Vice President for Research and Global Health Initiatives at the University of Maryland, Baltimore. In this position Ms. Forster is responsible for the development and implementation of an International Global Health Program, Export Control, Research Compliance and Training with primary focus on implementing the goals of the Maryland Global Initiatives Corporation (MGIC), an affiliate of UMB. Ms. Forster has been instrumental in the registration and establishment of MGIC Affiliates in Kenya, Nigeria, Rwanda, Tanzania, Uganda, Zambia and Haiti. Currently she serves on the UMB Global Health Interprofessional Council that is focused on international/global education and training opportunities for UMB students. In addition she is working on the establishment of an on-line Global Certificate program. Previously she was responsible for the management and supervision of Research Administration that encompassed grants and contracts, corporate and clinical trial agreements, intellectual property management and conflict of interest. Previous positions include: Director, Office of Sponsored Programs-Academic at the University of Texas Medical Branch in Galveston, and Director of Grants Management and Fiscal Affairs, University of Texas Health Science Center, Houston, School of Public Health. Ms. Forster has been an active participant as an officer, speaker and program coordinator on both a national and regional level for NCURA. She has served as national Treasurer and for Region V she served as Chair. She was also responsible for organizing and chairing regional meetings in both Region II and V. Throughout her membership in NCURA Ms. Forster has made numerous presentations for both workshops and concurrent sessions at the national and regional levels. Ms. Forster is the recipient of the NCURA Region II 2009 Distinguished Service Award. Ms. Forster has also been active in AUTM, SRA and AAMC, Group on Business Affairs. For AUTM she served as Vice President for Communications and was instrumental in the development of the AUTM Technology Transfer Practice Manual and served as its Editor for Edition I, II and Part 1 of Edition III. The AUTM Survey is used as the gold standard for measuring the success of technology transfer in academic institutions and during her tenure as VP she was responsible for the initiation of the survey and for the first
Associate Vice President for Internationalization
University of Notre Dame
SHOW FULL BIO » Tom Guinan was appointed Associate Vice President for Administrative Operations at Notre Dame in April 2013. Prior to joining Notre Dame International, Guinan was Associate Controller for the University. He started working at Notre Dame in 2002, after working at Ernst & Young in New York City for 9 years. Tom is a Notre Dame alum with undergraduate degrees in Accounting and Theology and a Master’s degree in Theology. He earned his MBA from Columbia University in 2001 and his CPA in 1996. As Associate Vice President for Administrative Operations, Tom is responsible for coordinating all the support functions relevant to conducting academic programs overseas. With his domestic team, and staff at ND's international facilities, Tom provides support to faculty, students and staffs on issues ranging from immigration and orientation of foreign students, risk management and safety, financial management, oversight of Global Gateway facilities and legal establishment in foreign countries.
Director Business Planning and Contracts
Weill Cornell Medical College
SHOW FULL BIO » Sunanda K. Holmes is the new Director of Business Planning and Contracts for Cornell University’s Qatar campus. Prior to her joining Cornell, she was the Global Compliance Officer at the Johns Hopkins University. Sunanda has a Juris Doctorate, a Masters of Law, and a Masters of Business Administration. She has more than 20 years of experience as an international attorney practicing corporate and business law, and working on policy-related issues in education, health care, and governance. Her experience includes counseling U.S. businesses working with foreign partners as well as negotiating agreements and preparing legal documents related to international transactions, joint ventures, business formation, and agency and distribution arrangements. Sunanda was a Senior Fellow and an Adjunct Faculty member at the Georgetown University Law Center. She also was a Fulbright Scholar as an Associate Professor in the Faculty of Law at Birzeit University and Al Quds University in the West Bank.
Executive Vice President, Chief Operating Officer and General Counsel
SHOW FULL BIO » William Hoye is the Executive Vice President, Chief Operating Officer and General Counsel at IES Abroad in Chicago, a non-profit organization providing premiere study abroad programs to over 5,000 U.S. college and university students per year. At IES Abroad, Mr. Hoye focuses on overseeing risk assessment, crisis management, contracts, real estate, student affairs and human resources. Prior to joining IES Abroad, Bill Hoye served as the Associate Vice President and Deputy General Counsel at the University of Notre Dame. Mr. Hoye has also acted as a Co-Faculty Editor of The Journal of College and University Law since 1994 and has taught law school courses in legal ethics, trial advocacy and dispute resolution and given over 100 invited presentations. He holds a bachelor’s degree, magna cum laude, from St. John’s University in Government, a J.D. from Drake University and a Master of Laws Degree, magna cum laude, in International Human Rights Law from Notre Dame.
Associate Director for Client Services, Global Support Services
SHOW FULL BIO » Julia Hutchinson is the Associate Director for Client Services in Global Support Services at Harvard University. In this role, she leads the Client Services team which tracks the University’s international activities and advises Harvard administrators and faculty on their myriad of international projects, especially relating to operational issues such as international hiring, banking, immigration, and insurance. Along with the rest of the department, she works to enable international activity across the University while also developing best practices, processes, and policies related to international projects. Julia joined Global Support Services when the department was formed in 2011 after five years at Harvard in roles at the Harvard Museum of Natural History and the Faculty of Arts and Sciences Human Resources Office.
Director and Head of Education
SHOW FULL BIO » Lakshmi has spent the last 12 years working in the education sector advising and supporting international universities in recruiting and running their local operations. Before taking charge at Sannam S4 as the Head of Education Advisory, Lakshmi was instrumental in running student recruitment operations across 6 cities in North and West India for one of the largest education consultancies. In her current role, Lakshmi spends time managing operationally the day-to-day activities of over 30 universities from 6 different countries in India and China.
Managing Director, Global Business Services
SHOW FULL BIO » Karen is a seasoned non-proft finance professional having worked in the sector for 25 years, 16 of which have been in central and school-level financial roles at Stanford University. For the past six years at Stanford, she has been responsible for the start-up and build-out of a business services and compliance infrastructure to support university activities outside of the United States. Raised in South Africa, she graduated from Cambridge University, UK and trained as a Chartered Accountant with PW (now PwC), London. She is married with two children aged 12 and 7, and lives in the SF Bay Area.
Executive Director, Office of Global Support Services
University of Pennsylvania
SHOW FULL BIO » Artemis Velahos Koch is the Executive Director of the Office of Global Support Services (GSS) at Penn Global, University of Pennsylvania. GSS serves as the single go-to office to support the administrative and business functions of Penn’s global activity and the operational needs of faculty, staff, and students at every School and Central Administration. Ms. Koch has consulted inside and outside Penn on various aspects of international activities, including: compliance, employment, payroll, tax, relocation, benefits, compensation and travel policies, and international assignment program issues. She launched and co-chairs Penn’s Global Incident Management Team (GIMT) and the Committee on International Travel Risk Assessment (CITRA), both part of a new global safety and security infrastructure at Penn. She established the Global Administrators Working Group (GAWG), which serves as the main forum to bring forth operational needs in global activity at the University. Artemis joined Penn from KPMG LLP, where she spent more than 15 years in International Tax and Global Mobility Services. Artemis is a Pennsylvania CPA with a M.S. in taxation.
Assistant Vice President, International Finance
Carnegie Mellon University
SHOW FULL BIO » Carrie L. Nelson has held the position of AVP, International Finance for Carnegie Mellon University since 2005. In her current role Carrie is a member of the University’s management team and oversees global finance functions as well as domestic and international staff. These duties include but are not limited to: financial reporting and operations, tax analysis, financial system structure, budgets, contracts review, compliance, documentation and process improvement, payroll, cash management, audit, travel, shipping, financial modeling, as well as human resources functions and other International operations. Prior to her current role, Carrie was the Senior Director, International and Strategic Finance from 2003 – 2005. From 1998 until joining Carnegie Mellon, Carrie held a Senior Manager position within KPMG’s consulting practice. In that role Carrie was responsible for project management (including client interactions and communications, project development, project budgeting and staffing, recruitment, financial analysis and forecasting, and presenting at technical conferences), and served as Acting Director of Finance for Top 100 Research University, oversaw GA/AR and grant related GL conversion to Oracle upgrades, directed organizational assessment at international non-profit organizations, and directed a team of 40+ employees to serve Higher Education and non-profit clients. Carrie serves as a board member for the NACUBO International Resource Center participating in presentations and content where she has lent her expertise and advice to other organizations looking to expand globally.
Associate Director of Finance & Administration - Harvard Global
SHOW FULL BIO » Joe O’Regan is the Associate Director of Finance and Administration for Harvard Global Research and Support Services Inc. (Harvard Global), a wholly controlled entity of Harvard University. Joe has spent twenty five years in financial administration positions, with experience in auditing as well as both international corporate and private education finance and administration. He now combines his non-profit and international finance expertise at Harvard Global. Joe is a longstanding fellow member of the Association of Chartered and Certified Accountants, the Global body for professional accountants. In addition, Joe serves on a number of boards in the Boston area, including as the treasurer for Non-Profit Net Inc., an organization that unites nonprofits within communities to increase capacities for growth.
Lead Tax Partner of Non-Profit Organisation in China
SHOW FULL BIO » IRIS PANG is a partner in Tax and Business Advisory Services of PricewaterhouseCoopers China, Beijing and is leading the tax practice for Non-Profit Organisation in China, with specific focus in the education sector. Iris is also the industry leader of Energy, Mining and Utilities Industry in North China and a member of the international tax practice in China. Iris started her career in Singapore and was transferred to Beijing since 1998. Iris has extensive experience in supporting foreign non-profit organisation in their navigation in China. The extent of such experience include pre-investment consultation, critical review of feasibility studies, joint education program agreements for business and tax issues, corporate and individual taxation, cross border tax structures/issues, foreign exchange, etc. Iris has also been involved in providing both tax and HR due diligence services. Throughout her career in China, Iris has assisted many foreign education institutions delivering education program in China in securing preferential tax treatment from the tax authorities. With a thorough understanding of the tax and foreign exchange administration system as well as good strategy developed, Iris has assisted foreign education institution with presence in China In successfully remitting funds generated from China. Iris is a regular speaker on China tax and regulatory matters in relation to non-profit organisation and higher education institutions. Iris is a member of the Institute of Certified Public Accountant in Singapore and has graduated from the Accountancy Faculty of Nanyang University of Singapore with honor degree. Iris is also an Accredited Tax Advisor of Singapore Institute of Accredited Tax Professionals Limited. Iris' Contact Details: (T) 8710 65333110; (M) 8613501138895; Email: email@example.com
Director of Treasury Operations
Johns Hopkins University
Attorney at Law
Hogan Lovells US LLP
SHOW FULL BIO » Marta Thompson is an associate in Hogan Lovells's Government Contracts practice in Washington D.C.. She advises higher education institutions on a range of topics, including sponsored research, international initiatives, and investigations and disputes with the federal government about the administration of grants and cooperative agreements.
Cannon River Consulting
SHOW FULL BIO » Dr. Stacie Toal has spent the past decade working on evaluations, institutional research and capacity building through staff training and coaching. Through her work on a National Science Foundation (NSF) research grant and as the external evaluator on other NSF and Minnesota Department of Education grants, she has gained insight into building useful evaluations in multi-site and single-site settings. Stacie has also served as an evaluation consultant for the Minnesota State Colleges and Universities Developing Effective Student Success Initiatives Project where she built internal evaluation capacity by coaching project teams in evaluation design and implementation. Her skills include research and evaluation design, implementation, and both qualitative and quantitative analysis. Most of all she enjoys engaging others in the process, so that they can better understand and use the results. Stacie earned her doctorate in Educational Policy and Administration – Evaluation Studies at the University of Minnesota in 2007. She also has a master’s degree in Organizational Communication from Michigan State University and a bachelor’s degree in Public Relations from Bradley University.
Director of International Health, Safety & Compliance
University of Minnesota-Twin Cities
SHOW FULL BIO » Stacey R. Bolton Tsantir is the Director of International Health, Safety and Compliance at the University of Minnesota. Mrs. Tsantir is responsible for international health, safety, and liability issues for students, staff and faculty across the University’s five-campus system. She manages the university’s international policies, emergency planning and response, international medical and security insurance, international travel committee, and the faculty/staff travel registry. She is also leading a new effort to provide global operational compliance support to the university’s research, outreach, and teaching activities around the world. Ms. Tsantir is the 2014 past-chair of NAFSA’s Education Abroad Knowledge Committee’s Health and Safety subcommittee. She has a Juris Doctor in Law, Master of Arts in education policy and administration with a focus on comparative and international development education (CIDE), and a Bachelor of Science in communications and journalism. She has traveled to every continent with the exception of Antarctica and has lived in Belgium, Australia, and Japan.
Managing Director, Operations, Global Programs
SHOW FULL BIO » As Managing Director of Operations, Roberta Turri Vise collaborates with individual schools and colleges to assist in the development and administration of international initiatives and partners with them to manage and minimize operational risks. She helps to create a systematic approach to the development and implementation of policies, guidelines, and best practices that support the efficient administration of Boston University’s global educational and research programs and activities. Roberta oversees global health, safety and security operations, as well as Global Programs’ efforts to train University faculty, staff and students on global operational best practices. Roberta has been working in the field of global education for over 16 years. Prior to joining Global Programs, Roberta was the Director of Personnel Administration in the Boston University Study Abroad office where she provided leadership in global human resources and international site start-up operations including coordinating legal, financial, and human resource issues. She advised central administrative units on global operations through various task forces to bring awareness of global human resource and operational issues, in addition to managing student and faculty exchange programs and advising students going abroad. Prior to working at Boston University, Roberta taught English as a Second Language, was a project manager in translation and interpreting services, and worked for a major airline. Roberta holds an Ed.M. in Higher Education Policy, Planning and Administration and a B.A. in Italian Studies from Boston University and studied in Padova, Italy.
International Health, Safety & Compliance Associate Program Director
University of Minnesota-Twin Cities
SHOW FULL BIO » Katie Van Geem is the Associate Program Director for International Health, Safety and Compliance for the University of Minnesota system. She directs, supports and expands international health, safety and compliance initiatives across the system, including the University’s new Global Operations initiative which aims to increase access to information for faculty and staff undertaking research or other projects abroad. Prior to joining the University of Minnesota, Katie served as the International Projects Coordinator for the American Bar Association Section of International Law in Washington, DC as well as an intern for the Africa-Europe Faith & Justice Network in Brussels and GE Capital in London. Katie has a Master of Arts in international relations from Boston University and is working towards a Master of Arts in international affairs from American University.
Senior Manager, Development & Exempt Organizations
SHOW FULL BIO » Lisa is a Senior Manager in KPMG’s International Development Assistance Services (IDAS) group. Lisa specializes in helping not-for-profit organizations establish or evaluate existing international operations and manage the associated risks. Lisa works closely with KPMG’s member firms to provide advice on a wide range of complex home and host country considerations including corporate governance and infrastructure; local labor and immigration regulations; compensation and payroll processing and reporting rules; individual local and expatriate tax obligations; human resources issues; and social and commercial customs and practices. Representative clients include public and private universities; private and corporate foundations; and public charities. Lisa began her career as an international corporate and employment attorney whose clients included multi-national corporations, foreign and domestic government agencies, international education institutions, and government contractors. She has a global business perspective gained from living and working internationally. Prior to joining KPMG, Lisa was the Director of Global Mobility for a FTSE 100 company headquartered in the United Kingdom with offices in more than 40 countries.
2014 Global Operations Forum
September 30-October 1, 2014
Fees (Early bird ends 8/29/2014)
- Early Registration Fee: $325.00
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