SPECIAL NEEDS What You Need to Know About Relocating Families with a Child with Special Needs
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EMPLOYEE WELLNESS / MARKET SUMMARY: ORANGE COUNTY, CALIFORNIA / DESTINATION PROFILE: MANILA Magazine of Worldwide ERC® March 2020 SPECIAL NEEDS What you need to know about relocating families with a child with special needs THE BYOD EFFECT ON YOUR DATA SECURITY AND PRIVACY POLICY BLENDING AFTER A MERGER OR ACQUISITION FIXING THE PROBLEM OF WORKING OUT OF STATE DON’T TAKE OUR WORD FOR IT. I have been in customer service for about 16 years, and all I can say #AiresWordsToMoveYou2020 is if all of the businesses had Aires counselors, the world would be a better place! –Jim Minnesota to Ohio scan to learn more about Aires 2020 ® While the quotes are real, some names and identifying details have ®2020 American International Relocation Solutions, LLC been changed to protect the privacy of Aires and our clients. Contents FEATURES PG 34 THE BYOD PHENOMENON PG 42 IS THERE A RECIPE FOR THAT? By M. Diane McCormick By James Carroll, SCRP, SGMS-T As work and personal lives are Integrating mobility after a merger or increasingly intertwined, what are acquisition can be daunting, without the repercussions for data security the right ingredients. and privacy? PG 48 WORKING OUT OF STATE? PG 40 MOBILITY MATTERS By Peter K. Scott By Jon Ferguson The Mobile Workforce Act would solve Technology that fast-tracks immigration. many problems for Worldwide ERC® members. PG 52 DESTINATION PROFILE: MANILA By Sharon Michnay, CRP, SGMS This diverse and resilient culture is a place to call home. COVER STORY PG 28 RELOCATING WITH A CHILD WITH SPECIAL NEEDS By Heisha K. Freeman, CRP It’s more complex and financially challenging than most people realize. 2 Mobility | March 2020 OVER W olfsdorf Rosenthal WRLLP Im m ig ra tio n A tto r n e y s Technology & Know ledge Leader W R h a s re v o lu tio n iz e d g lo b a l im m ig r a tio n w ith W R a p id , a fi rs t- o f- its - k in d te c h n o lo g y p la tfo rm d e s ig n e d to ta k e y o u r c o m p a n y fa rth e r, fa s te r. W R a p id in te g ra te s w ith H R a n d m o b ility s o ftw a re to p ro v id e th e u ltim a te stream lined custom er experience with user-friendly client portals, real-time re p o rts , a n d a b u ilt- in k n o w le d g e b a s e . W R ’s a w a rd - w in n in g le g a l c o u n s e l a re pproven thought leaders w ho provide innovative and em pow ered solutions to im m ig r a tio n . w w w .wolfsdorf.com 1-8 0 0 -visa-law visalaw @ w olfsdorf.com Los Angeles | New York | Oakland | San Francisco | Santa M onica | Shanghai As part of our ongoing customer commitment to making moving easier, Mayfl ower is pleased to lead the way with new tariff simplifi cation. Contact your Mayfl ower representative about the benefi ts to you and your organization. Ellio Thomas, A orney Helping Your Transferees Discover New Opportunities. With ninety years in the moving industry, Mayfl ower provides your transferees with a seamless moving experience, enabling them to quickly settle-in to their new assignments. With a national network of 250 agents, Mayfl ower provides versatile moving solutions, coast to coast. Mayfl ower®. America’s trusted mover since 1927. mayfl ower.com/Mobility Mayfl ower Transit, LLC/ U.S.DOT No. 125563 Contents Worldwide ERC® COLUMNS Karen Cygal Senior Vice President, Product Development PG 8 PERCEPTIONS Chris Wilson, SGMS-T The Silver Lining of Uncertainty Vice President, Learning and Content PG 22 GOVERNMENT AFFAIRS Kristin White Senior Manager, Content U.S. Tax Season Filing Tips for Transferees EDITORIAL/DESIGN/MEDIA SALES PG 24 MARKET SUMMARY: ORANGE COUNTY, The YGS Group CALIFORNIA Craig Lauer, Content & Copy Director Ashley Reid, Senior Managing Editor By Craig Gilbert, CRP Danielle Wong Moores, Senior Editor Steve Kennedy, Copy Editor Charity Fox, Account Manager Melissa Wiedemann, Photo Editor DEPARTMENTS Serena L. Spiezio, Creative Director PG 6 CALENDAR OF EVENTS Megan M. Hacker, Art Director Zack Buchanan, National Sales Manager PG 10 TIPS & TRENDS [email protected] +1 717 430 2291 Are You Ready for Gen Z Relocation? Heather Macaluso, Account Executive By Leah Kaiser [email protected] +1 717 430 2224 PG 13 AROUND THE WORLDWIDE ERC® PRINTING In Case You Missed It (ICYMI) The YGS Group ® York, PA Worldwide ERC Front Page Executive Spotlight Collective Wisdom ABOUT WORLDWIDE ERC® YP40 Worldwide ERC® is the workforce mobility association for professionals who oversee, manage, or support U.S. domestic and international employee transfers. The PG 26 THE NUMBERS organization was founded in 1964 to help members 2019 United Van Lines National Movers Study overcome the challenges of workforce mobility. OUR PURPOSE PG 63 ADVERTISERS’ INDEX We empower mobile people through meaningful connections, unbiased information, inspired ideas, and solutions. PG 64 INDUSTRY INSIGHTS Employee Wellness: More Than Copays By Virginia McMorrow worldwideerc.org | Mobility 5 MOBILITY Vol. 41 No. 3 • March 2020 Calendar of Events EXECUTIVE COMMITTEE Chairman of the Board Edward Hannibal, GMS MARCH 2020 Deloitte Tax LLP, Chicago, Illinois, USA Webinar: Know Before You Go (Tips for Moving With Pets) 10 March Chair-Elect Kerwin Guillermo Sponsored by Air Animal Pet Movers Hewlett Packard Enterprise, Singapore worldwideerc.org/events-webinars Vice Chair – Finance Andrew P. Walker, GMS-T Webinar: 2020 Mobility Trends—A Look Ahead EY, New York, New York, USA 17 March Sponsored by SIRVA Worldwide Relocation & Moving Vice Chair – Talent Community Sigrid Nauwelaerts worldwideerc.org/events-webinars Johnson & Johnson, Beerse, Belgium EMEA Virtual Summit BOARD OF DIRECTORS 18 March Merritt Q. Anderson San Jose, California, USA worldwideerc.org/events-conferences Erik Eccles Webinar: Six Need-to-Know Immigration Trends in 2020 Airbnb, San Francisco, California, USA 26 March Horst A. Gallo Sponsored by Envoy Global IBM, Armonk, New York, USA worldwideerc.org/events-webinars Binwa Sethi Threefold Leadership LLC, New York, New York, USA APAC Virtual Summit Shelby Wolpa 31 March InVision, Austin, Texas, USA worldwideerc.org/events-conferences Hubert Zydorek The University of Texas at Dallas (Naveen Jindal Shanghai Summit 2020 School of Management), Richardson, Texas, USA Postponed due to coronavirus—new date TBD EX-OFFICIO DIRECTORS Shanghai Immediate Past Chairman worldwideerc.org/events-conferences Sue Carey, SCRP, SGMS-T Baird & Warner, Chicago, Illinois, USA APRIL 2020 Chairman, Foundation for Workforce Mobility Master Series: Toward a One-Stop System That Integrates Anne Bartoloni, SCRP Excelsior, Minnesota, USA Tax, Immigration, and Recruitment 30 April Chicago Mobility (ISSN 0195-8194) is published monthly by Sponsored by Berry Appleman & Leiden LLP Worldwide ERC®, 4401 Wilson Boulevard, Suite 510, worldwideerc.org/events-conferences Arlington, VA 22203-4195, +1 703 842 3400. Mobility examines key issues affecting the global mobility workforce for the benefit of employers and firms or individuals MAY 2020 providing specific services to relocated employees and Advance 2020 their families. The opinions expressed in Mobility are those 13–15 May of the authors and do not necessarily reflect the opinions ® Houston of Worldwide ERC . Mobility is printed in the United States of America. Periodical postage paid at Arlington, VA, and worldwideerc.org/events-conferences additional mailing offices. Worldwide ERC® members receive one annual subscription with their membership JUNE 2020 dues. Subscriptions are available to both members and ® nonmembers at $48 each per year. Copyright ©2020 by Worldwide ERC Hill Day Worldwide ERC®. All rights reserved. Neither all nor part of 10 June the contents published herein may be reproduced in any Visit With U.S. Senators and Representatives on Capitol Hill form without written permission from Worldwide ERC®. Washington, D.C. worldwideerc.org/events-conferences READ ALL ABOUT IT! POSTMASTER: Send address changes to Mobility, About what? That’s our question for you! Send your suggestions for Worldwide ERC®, 4401 Wilson Boulevard, topics you’d like to read about in Mobility to [email protected]. Suite 510, Arlington, VA 22203-4195. 6 Mobility | March 2020 Not What I Signed Up For! Let other relocation companies focus on high finance. TRC employee-owners are busy helping our clients to attract and retain the talent they need to succeed. We don’t need to spend time pondering how—or whether—relocation fits into our business plan: employee mobility has been TRC’s only business for over 30 years. TRC is large enough to meet any of your mobility needs throughout the U.S. and in 150 countries worldwide. Yet we’re the right size to be accessible, flexible and accountable. That’s how we grow. TRC Global Mobility: The only 100% employee-owned relocation management company trcglobalmobility.com PERCEPTIONS The Silver Lining of Uncertainty s I write this column, the world is assessing the devastating impact of the Australian wildfires. The U.K. has officially left the European Union. And we’re still monitoring the impact of the coronavirus, or COVID-19, following the World Health Organization’s declaration of the outbreak as a Public Health Emergency of International Concern. The latter situation, in fact, prompted our decisions to postpone the Worldwide ERC® Singapore and Shanghai summits and convene virtual events this month to keep us all connected and learning in the meantime. Layered on top of these environmental, geopolitical, and health developments, we’re con- tinuingA to find our way in a world in which tech and human skills and interactions are increas- ingly blending.