your source for all marc news & events ......remember that toys are needed for boys and girls...
TRANSCRIPT
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METRO ATLANTA RELOCATION COUNCILRE S
Y O U R S O U R C E F O R A L L M A R C N E W S & E V E N T S D E C E M B E R 2 0 1 4
WHAT’S INSIDE:1. Holiday Luncheon Invite
2. President’s Letter
3. MARC Committee Outreach
3. 2015 Board Members
4. Fall Meeting Recap
6. MARC Board Spotlight
7. MARC Mentionables
7. New Members
8. Tech Tips
9. Sponsor Spotlight Metro Brokers
10. Premier Sponsors
11. Annual Sponsors
12. 2014 Board & Council
MARC’S MISSION Our mission is to provide corporate and service industry relocation professionals the opportunity to meet and work together on a regular basis to educate, to learn and to share knowledge and experiences about current relocation practices and merging relocation issues in an effort to better serve and address the diverse needs of relocating employees and their families.
HOLIDAY LUNCHEONPlease Join us for our Annual MARC Holiday Luncheon
WEDNESDAY, DECEMBER 17, 201411:30 am to 2:00 pm
eCHEROKEE TOWN & COUNTRY CLUB
665 HIGHTOWER TRAIL ATLANTA, GA 30350
eJoin Us for Food, Fun & Holiday Cheer
Please Register at MarcAtlanta.orgBy December 12th as Seating is Limited
Please Register in Advance - Members $50.00 | Guest $60.00Men’s Jacket is Required. Cell phones must be kept on silent.
MARC is excited to once again be supporting our Atlanta-area Toys for Tots program. Each year, the United States Marine Corp Reserves oversees the collection and distribution of toys for children up to age 12. Will you help? Please bring one or more unwrapped toys with you to our MARC Holiday Luncheon. Remember that toys are needed for boys and girls from babies and toddlers, to elementary and older kids (0-12 years old). Let’s see if we can fill the boxes this year for this worthwhile cause!
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MESSAGE FROM THE
PRESIDENTKaren McRaeIt is hard to believe that my year as your Board President is approaching an end. With the help of your phenomenal Board of Directors and all of our wonderful contributing members, we have accomplished our goals that we established in January. As we began this year together, we decided on the following objectives:
1. Grow corporate membership. This has been met through our program content, corporate only round tables and emphasis on recruitment of corporate members. Tom Thiesen, Jan LeQuier and the membership committee worked hard to achieve this goal.
2. Provide quality programs for all members. Bob Packard, Lisa Burkard and the entire Program Committee are to be commended for bringing quality programs to us throughout the year. Our attendance has increased and the mission of education for our members has been met.
3. Increase communication and inclusion through membership surveys, our website, newsletter and social media engagement. Members will be receiving a survey to evaluate every aspect of the MARC organization. We hope that you will respond with your input to help us continue to provide the highest value to our members. Our newsletters have been outstanding thanks to Teresa Smith and her committee, and our website has been significantly improved due to the efforts of Mack Zittrouer, Leigh Massey and their committee.
4. Solicit members for our committees and meet regularly. Our committee membership and involvement has increased this year. The input of our members in the work of our committees makes us a more viable organization.
5. Develop opportunities for community outreach. The MARC members have chosen Camp Twin Lakes as the charity of choice for our support and we will make a $1000 donation on behalf of the MARC membership at our Holiday luncheon, along with our donations to Toys for Tots. We also awarded 3 outstanding high school seniors with scholarships of $1500 each through our partnership with the WERC Foundation. Thank you to Mike Puckett, Bill Baker and their committee for these accomplishments.
“Success seems to be connected with action. Successful people keep moving. They make mistakes, but they don’t quit.”— Conrad Hilton, Hilton Hotels
I’d like to close this letter with my sincere thanks to each of you for your commitment, involvement and support. Your ideas and willingness to serve will assure MARC’s growth and relevance. Enjoy your holidays and time with your families. I’m thankful for each of you and the time and talents you bring to MARC.
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METRO ATLANTA RELOCATION COUNCILRE S
2015 MARCBOARD MEMBERS
EXECUTIVE BOARDWallace Hitt - President
Bob Packard – Vice PresidentMichael Nimer – SecretaryMack Zittrouer – Treasurer
BOARD OF DIRECTORSBill Baker
Lisa BurkardTheresa Kolany
Jeff MorrisCharles Morrow
Mike PuckettTeresa Palacios Smith
Tom Theisen
Immediate Past PresidentKaren McRae
ADVISORY BOARDMarlene AdamsConnie Stinson
Jan LeQuierLeigh Massey
Lynne James Duke
MARC’s 2015 President andBoard Members Selected
The Nominating Committee is pleased to announce your 2015 Board of Directors
and Advisory Board Members:
MARC would like to thank the 2014 Board of Directors for their outstanding work this year!
A Special Recognition goes to Chris Chalk, Sherry Ross and Emerson Ross for their service and contributions to the board.
On Tuesday, November 25th, a team of volunteers from MARC once again had the privilege of participating in packing food boxes for distribution to the needy at the Atlanta Community Food Bank. We have now participated in this worthwhile initiative for several years, and each year we are surprised at how this organization grows, amazed at their well-honed processes as they are continuously refined, and leave with a sense of satisfaction at working hard for a worthwhile cause. Our participant numbers were down this year as we ended up with our assigned date being the week of Thanksgiving, but nevertheless, we loaded 14,000 pounds of food, equating to a whopping 11,645 meals! The Food Bank says that our shift had the second highest productivity of the month. A special thanks to our volunteers, the MARC “Dirty Dozen”: Tom Theisen, Wallace Hitt, Jeff Morris, Natalie Smith, Tracy & Kate Gorman, Charles Morrow, Leigh Massey, Kathy Householder, JP Nerny, Mark Britt, and yours truly.
MARC OUTREACH COMMITTEEBy Mike Puckett
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METRO ATLANTA RELOCATION COUNCILRE S
UPS headquarters was the site for 2014 MARC Fall meeting. There were about 90 in attendance and members and guests heard from a select panel of corporate mobility managers who spoke about compliance challenges facing the relocating professional. Grace Melton, partner for Deloitte Tax Consulting provided detailed information regarding the increasing mobile workforce and focused on tax compliance issues for the business traveler. Robert Banta, managing partner for Banta Immigration spoke about the many challenges with immigration and provided his perspective about the current scenarios on visa’s and green card status for relocations, both inbound and outbound.
The final panel included a roundtable of corporate experts that offered their insights from their personal company experiences. Linda Straw with The Coca-Cola Company moderated the panel which included Tracy Gorman with Novelis, Kimberly Gamble with Equifax and Anna Apostolou with The Coca-Cola Company. Special thanks to UPS for offering their space to host this special event.
2014 FALL MEETINGUPS Headquarters
Jan LeQuier and Cindy Standard
Mack Zitrouer, Joe Dudek and Dorcia Cash
Tim Miller and Trina Paturas Janet Mauldin and David Bronder Shannon Greeley, Jan LeQuier, Gelaine Joachim and Carol Mescal
JP Nerny, Joleen Rhea and Tracy Gorman Brad Brekle and John Deak Kathy Householder and Margaret Bonitz
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METRO ATLANTA RELOCATION COUNCILRE S
Robert Banta and Barbara Hodgdon Greg Koehlinger, Joe Doole, Wayne Dennis Grace Melton and Dorcia Cash
Wayne Dennis, Tina Tyler, Greg Koehlinger Linda Straw and Anna Apostolou Brad Brekle, Mike Puckett, Andy Orlin & Jeff Morris
UPS Headquarters-location for the fall meeting Karen McRae, MARC President Ginger Merrick, Mack Zittrouer and Lee Cagle
Shannon Greeley, Elise Hawkins and Chad Keiser Wayne Dennis, Janet Mauldin, Teresa Palacios Smith and Tim Miller Janet Mauldin & Teresa Palacios Smith
Lori Harris, Fred Lemon and Bob Packard Leigh Massey, Nicole Logan and Bob Packard MARC Corporate Round Table Panelists
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METRO ATLANTA RELOCATION COUNCILRE S
Charles Morrow is the Corporate Listings Director for Better Homes and Gardens Real Estate Metro Brokers. He has more than 20 years experience in the appraisal, real estate, and corporate relocation industries. Charles holds his Certified Relocation Professional (CRP) designation from Worldwide ERC and his GRI designation from the National Association of Realtors®. He is an active member of the Relocation Directors Council and Worldwide ERC. This past year he served on Worldwide ERC’s Program
Planning Committee and was the session facilitator for Industry Trend the Next Generation. Charles is an Atlanta native and resides with his family in Suwanee. He spends his free time with his wife Kipley and is a proud football and cheer dad to Chase and Ansley.
Charles Morrow
Tracy Gorman is the Global Mobility Manager for Novelis, a world leader in recycling and rolled aluminum. She is in her 3rd year of managing the domestic and international relocation programs. After a well-received redesign of the International programs at Novelis, she is excited for what the future at the growing company will bring. With a background in accounting, Tracy started out her career at Ernst & Young preparing tax returns for international assignees where she worked for 4 years.
She then enjoyed broadening her tax career to apply it to expatriate tax management and assignment management at Merck. After 16 years in Global Mobility, Tracy and her family were then able to experience their own domestic relocation from NJ to GA with a job at Doosan Infracore. Although not international move, moving to south was like experiencing a different culture! Tracy and her husband, Frank and 2 children love living in Atlanta and consider their own relocation a great success!
Tracy Gorman
Joe Doole is the Director of Global Mobility for UPS where he manages the global relocation programs. He is responsible for developing policy, vendor selection and relationship management. Joe’s team supports UPS’s growth by facilitating the movement of talent across the globe. Joe has been with UPS for 26 plus years and has been in his current role since September of 2012. Joe received his Bachelor of Science degree in Business Administration from the University of Central Florida along with
post graduate studies in Human Resource Development from Webster University. Joe has been married to his wife Lori for 23 years, they have two boys, Tyler who is a senior at the University of Oklahoma and Bryson who is a sophomore at Florida State University. In his spare time, Joe has a passion for classic cars, enjoys the outdoors and most of all loves spending quality time with family and friends.
Joe Doole
Alex Muliero is the Vice President of Business Development for Emigra, USA. Emigra is a single-source provider of worldwide visa, work permit, and immigration services. Throughout his 25 year career in the Global Mobility Industry, Alex has held a variety of positions including a short term assignment in London. Prior to his current role with Emigra, Alex sold global services for Altair Global and Prudential Relocation in the Southeastern U.S. Alex has a degree in Mathematics
from Fairfield University and attended graduate school at Sacred Heart University. Both schools are in Fairfield, Connecticut. Alex is an avid sports fan. He enjoys playing golf, home improvement, and spending time with his wife Erin, two teenage girls Emily and Annie, and his super-cute dog Teddy.
Alex Muliero
SPOTLIGHTMARC
Get to Know Our Members
MARC Holds 2nd Corporate RoundtableImmediately after the Fall meeting at UPS headquarters, MARC hosted a luncheon and round table for its corporate members. Discussions were on Tax and Corporate Compliance and members were able to share best practices around this delicate topic. Jan LeQuier, MARC Past President and current Advisory Council member led the group which included Joe Doole, UPS; Lissa Workman, NCR; Tracy Gorman, Novelis; Kimberly Gamble, Equifax; Dorcia Cash, The Home Depot; Linda Straw, The Coca-Cola Company; and Anna Apostolou, The Coca-Cola Company. MARC would like to thank UPS once again for their hospitality.
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METRO ATLANTA RELOCATION COUNCILRE S
MENTIONABLESMARC
Don’t forget to join MARC’s linked in page! You can join conversations, add articles and find out the latest information about the industry.
BJ Baskin - Harry Norman, RealtorsDeborah Dull - AIReS Relocation SolutionsTracy Gorman - Novelis, Inc.Mark Gronke - Fidelity Residential SolutionsCarol Mescal - The MI GroupAlex Muliero - Emigra GroupSherry Pletcher - InterLink Relocation ResourcesLissa Workman - NCR CorporationMargaret Bonitz - NEI
WELCOMENEW
MEMBERS
EIia Anderson’s son Logan graduated from the University of Chicago Law School in June, 2014. He is a 2010 Princeton University Graduate. He has just passed the New York Bar and will be in the Transportation Finance Department of a major New York Law firm. Congratulations to Dan Forsman, President and CEO of Berkshire Hathaway HomeServices Georgia Properties who was recently recognized by the Atlanta Business Chronicle as the Most Admired CEO for Residential Real Estate. Lyn Hudson and her husband are proud to share the news that they are “first time” grandparents of a beautiful baby girl. Samantha Grace Hudson “Sam” is a real little doll! Scott Addaman recently joined OneSource Relocation as Vice President, Client Services. Scott has been in the Relocation/Real Estate industry for nearly 20 years, including various positions with Prudential Relocation (on-site at The Coca-Cola Company), Prudential Georgia Realty and Graebel Relocation. Alex Muliero joined Emigra, USA as Vice President of Business Development. Lexicon Relocation recently welcomed Melissa Fannin, Deborah McDowell and Jen Bochis as consultants to their team! Teresa Palacios Smith was recently featured in Southern Journal Magazine on her new role with NAHREP. Debbie Maupin was named President of Graebel Relocation Services Worldwide. Congratulations to CWS Corporate Housing who was recently ranked as 6th time recipient on its 33rd annual Inc. Magazine 500/5000, an exclusive ranking of the nation’s fastest-growing private companies. CWS Corporate Housing ranks No. 4,121 on the 2014 Inc. 5000 with Three-Year Sales Growth of 71%.
MARC YOUR CALENDARS FOR THE 2015 ED FORUM!
MARC ED Forum will be held at the Cobb Galleria on Thursday, February 5, 2015. Calling all Sponsors! MARC values your support and wants to thank you for making 2014 such a success! 2015 promises to be another momentous year for MARC, If you are interested in becoming a sponsor in 2015 and/or promoting your organization at the Ed Forum, contact Jeff Morris at [email protected] If you would like to volunteer to work on the ED Forum or on the Programs Committee please contact Lisa Burkard - [email protected] or Charles Morrow [email protected]
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METRO ATLANTA RELOCATION COUNCILRE S
Continued advancements for our website are in place. If you visit the site you may see some of the great upgrades. The end of the year is fast approaching so here are some suggestions that will help our members.
A Few Tech TIPS: 1. Make sure all your contact information is accurate;a. Have you changed jobs?b. Is your email address correct?c. Is your contact information correct?
2. Be sure you log in to the site as a member prior to registering for any event or paying dues. It’s important or you may end up paying a higher cost when you register.
3. Invoices for 2015 dues will be sent in mid December, for any of you who may want or need to pay the invoice prior to the end of the year.
4. Tweet Away – MARC is now on Twitter. You can find us at: twitter.com/marcrelogroup
5. Calendar – If you have events that may be helpful for other members to know about, please send them to Mack and/or Cindy and we will be glad to add to our Calendar.
6. Visit our SITE: If you want to be more involved in our association you can find information regarding all our events and committees to help you select places you feel you can add value.
Hoping each of you experience a great Holiday season and that 2015 brings you technical knowledge to make you and your team more efficient and profitable!
- Mack Zittrouer - Website Chairperson
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RE SSPONSOR SPOTLIGHT
Better Homes and Gardens Real Estate Metro Brokers proudly serves the needs of corporate clients and their employees throughout metro Atlanta and the north Georgia mountains. For more than 30 years, our dedication to service has driven every relationship. From talent mobility to consumer driven affinity programs, our relocation services are strategically designed to provide a unique value proposition to buyers and sellers.
Better Homes and Gardens Real Estate Metro Brokers is an industry leader and the largest Better Homes and Gardens® Real Estate franchise worldwide. We offer a wide array of client centric real estate and relocation services in Atlanta and throughout the world.
Learn MoreExperience the Better Homes and Gardens Real Estate Metro Brokers difference by visiting metrobrokers.com or by scanning the QR code.
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Georgia Properties
METRO ATLANTA RELOCATION COUNCILRE S
MARC Would Like to Recognize& Thank Our 2014 Premier Sponsors
PREMIER PLATINUM
PREMIER GOLD
PREMIER SILVER
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METRO ATLANTA RELOCATION COUNCILRE S
MARC Would Like to Recognize& Thank Our 2014 Annual Sponsors
2014 BOARD OF DIRECTORS AND ADVISORY COUNCIL
PRESIDENT SECRETARY
VICE PRESIDENT TREASURER
Karen McRae, SCRP, SGMSHarry Norman Realtors®
Office: [email protected]
Wallace HittPost Corporate Apartments
Office: [email protected]
Theresa Kolany, CRP, GMSOxxford Relocation
Office: [email protected]
COMMITTEE CHAIRS
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Michael Nimer, CRPOneSource RelocationOffice: 470-268-3601
METRO ATLANTA RELOCATION COUNCILRE S
If You Are Interested In Serving On Any Of These Standing Committees, Please Contact One Of The Co-Chairs.
ADVISORY COUNCIL
COMMUNITY OUTREACH PROGRAMS PROGRAMSLeigh Massey
Atlanta Fine Homes Sotheby’s404-974-4325
IMMEDIATE PAST PRESIDENTBill Baker
Cox Enterprises, INC678-645-4882
Bob Packard, CRPLexicon Relocation
Lisa Burkard, GMS-TSpectrum Group Consulting Services, LLC
Marlene Adams, CRP, GMSCompass Relocation Group
Connie Stinson, SCRP, SGMSInterContinental Hotels Group
770-649-8228 [email protected]
Jan LeQuier, CRPThe Home Depot
Mack ZittrouerCort Furniture Rental
Tom TheisenGraebel Atlanta Movers Inc.
Teresa Palacios SmithBHHS Georgia Properties
Jeff Morris, CRP, GMS-T TRC Global Solutions
770-592-4613 [email protected]
ASSISTANT TREASURER MEMBERSHIP NEWSLETTER/PR SPONSORSHIP COMMUNITY OUTREACHMike Puckett, CRP
Cartus770-904-0526
2015 BOARD OF DIRECTORS AND ADVISORY COUNCIL
PRESIDENT SECRETARY
VICE PRESIDENT TREASURER/WEBSITE
Wallace HittPost Corporate Apartments
Office: [email protected]
Bob Packard, CRP, GMSLexicon Relocation
Office: [email protected]
Mack ZittrouerCort Furniture RentalOffice: 571-350-9706
COMMITTEE CHAIRS
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Michael Nimer, CRPOneSource RelocationOffice: 470-268-3601
METRO ATLANTA RELOCATION COUNCILRE S
Let’s welcome and congratulate our 2015 Board of Directors and Advisory Council
ADVISORY COUNCIL
HISTORIAN/WEBSITEMarlene Adams, CRP, GMSCompass Relocation Group
MARC ADMINISTRATORCindy Standard, CRP
WEBSITE/COMMUNITY OUTREACHLeigh Massey
Atlanta Fine Homes Sotheby’s404-974-4325
PROGRAMSLynne James Duke, CRP, SGMS
LDJ Consulting Services678-628-3905
MEMBERSHIPJan LeQuier, CRPThe Home Depot
Teresa Palacios SmithBHHS Georgia Properties
Jeff Morris, CRP, GMS-T TRC Global Solutions
770-592-4613 [email protected]
Theresa Kolany, CRP, GMSOxxford Relocation
ASST TREASURER / COMMUNITY OUTREACHBill Baker
Cox Enterprises, INC678-645-4882
MEMBERSHIP CO-CHAIR NEWSLETTER/PR SPONSORSHIPTom Theisen
Graebel Atlanta Movers Inc.770-325-9646
MEMBERSHIP CO-CHAIR
Karen McRae SCRP, SGMS, WRSHarry Norman Realtors
IMMEDIATE PAST PRESIDENT PROGRAMS CO-CHAIRCharles Morrow, CRP, GRI
BHGRE, Metro Brokers404-843-2500
PROGRAMS CO-CHAIRLisa Burkard, GMS-T
Spectrum Group Consulting Services, LLC678-638-6168
COMMUNITY OUTREACHMike Puckett, CRP
Cartus770-904-0526
MEMBERSHIPConnie Stinson, SCRP, SGMSInterContinental Hotels Group
770-649-8228 [email protected]