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Events and Programs
Events and Programs

2016 Global Operations Forum

September 27-28, 2016
Renaissance Baltimore Harborplace
Baltimore, MD


Tuesday, September 27

11:00 amRegistration Opens
12:00 pmLunch
1:00 pmWelcome and Introductions

Carrie Nelson, University of Massachusetts Lowell

1:15 pmIncreasing the Use of International Travel Registration and Other Preparedness Tools for the University Community as a Whole

Ginger Bartos, International SOS Assistance, Inc.
Stefan Brown, Columbia University in the City of New York
Joan Monserrate, Columbia University in the City of New York
Angela Taurino, International SOS Assistance, Inc.

Panelists will describe Columbia’s three-year, multi-disciplinary campaign to increase the safety and security of the university’s international travelers through communications, development of new tools and resources, and targeted outreach and training.
2:15 pmRefreshment Break
2:30 pmHow BEPS Impacts Your Foreign Operations

Jimmy Pappas, PricewaterhouseCoopers LLP
MaryAnn Piccolo, University of Pennsylvania
Joanne Sisk, PricewaterhouseCoopers LLP

Join this discussion of how the recent OECD guidelines on Base Erosion Profit Sharing (BEPS) affect your operations abroad and hear perspectives for managing new complexities in this area.
2:30 pmThe New Service Model: Comprehensive Immigration and Relocation Services

David Austell, Columbia University in the City of New York
Glen Collins, KPMG L.L.P.
Robert Sanford, New York University

Institutional liability, compliance, and due-diligence are bringing changes and reassessments of the work of campus International Offices.  Hear how NYU and Columbia are moving to a new model for comprehensive immigration services (in-bound and out-bound) and faculty relocation services.
4:00 pmRoundtable: Cross Border Transactions - The Indian Context

Kapil Dua, Sannam S4
Michael Green, Sannam S4
Charlene Hu, Stanford University
Abhinav Sood, Sannam S4

Facilitated discussion focusing on key aspects of entering into transactions with partners, vendors, clients, and students when operating in India.
4:00 pmRoundtable: US Department of State - Overseas Security Advisory Council

Jenna Klym, U.S. Department of State

Share information about your institution’s international security best practices and learn about resources from the State Department’s OSAC.
4:00 pmRoundtable: VAT - What Really Matters? Electronic Services and Getting Refunds

Monica Opoku-Geren, Stanford University
Anshu Tiku, University of Pennsylvania

Join this group discussion about EU Electronic Services and interpreting Uniform Guidance related to charging Value Added Tax to grants in the higher education setting.
5:00 pmNetworking Reception

Wednesday, September 28

7:00 amNetworking Breakfast
8:00 amGlobal HR Perspective: The Potential Costs of Noncompliance Overseas

Bob Lammey, Ernst & Young LLP
Doug Podoll, Georgia Institute of Technology
Peggy Saenz, Stanford University

This session will examine appropriate worker classification and highlight countries with unique categories of independent contractors as well as the cost, approaches, and how to approach bringing a noncompliant overseas site into compliance.  Issues discussed with include social taxes, income taxes, collective bargaining agreements, supplemental insurance, and immigration.
9:15 amCountry Case Study - Implementing Branch Campuses in Qatar

Gary Huff, Virginia Commonwealth University
Steve Kenney, Cornell University

Join this discussion of how five universities addressed the challenges inherent in setup up a branch campus abroad and gain insights about how to apply successful strategies in other settings.
9:15 amOperating Federally-Funded Programs Overseas: Beyond the Basics

William Ferreira, Hogan Lovells US LLP
Laurel Hyle, Baylor College of Medicine
Dragana Nikolajevic, University of California Office of the President

This session will examine the challenging financial and scientific compliance implications of international projects funded by federal grants and cooperative agreements.  Topics of discussion will include key cost accounting issues, administrative issues, as well as scientific compliance issues (e.g., human subjects, conflicts of interest, research misconduct).  
10:15 amRefreshment/Checkout Break
10:45 amEvaluating and Selecting Appropriate Hiring Mechanisms for Sponsored Research Projects

Catherine Armstrong, Arizona State University
Ann Ellis, Mauve Group
Adriana Kuiper, Arizona State University
Louise Sim, Mauve Group

Increasingly, funding agencies such as USAID require research faculty and support staff to perform activities abroad, including foreign-based employees conducting work on behalf of the university. Using country-specific cases, this discussion will demonstrate how to select from the appropriate hiring mechanisms available.
10:45 amHow Hard You Can Get Hit and Keep Moving Forward: Global Support and Registration in India

Richard Divine, University of Washington
Robert Lindsley, University of Washington
Kyle Richard, University of Washington

An early leader in centralized Global Support, the University of Washington recently faced their most challenging registration in India.  Hear how UW worked through the registration process, while simultaneously maintaining and improving their Global Support Program.
12:00 pmGuiding Principles for Establishing International Banking Programs

Tim Hesler, CTP, New York University
Karen Kearney, Stanford University
Kalioipi Provencher

Panelists will recommend guiding principles for institutions to consider when approaching an international banking program, specifically sharing how New York University and Stanford University utilized these principles when establishing their programs.
1:30 pmProgram Adjourns

Program Overview

2016 Global Operations Forum
September 27-28, 2016

Estimated CPEs:7.5


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