Strategic Immigration & Tax Summit

At WERC Global 25, the Immigration & Tax Summit brings together industry experts, mobility leaders, and service partners for a full day of insight-driven sessions and hands-on workshops. Designed to flow seamlessly from immigration to tax, this program will equip you with strategies to address today’s most pressing compliance, policy, and workforce challenges.

Whether you’re new to the field or managing complex global programs, you’ll walk away with practical tools, real-world case studies, and future-focused perspectives that directly support your organization’s mobility strategy.

Why Attend?

  • Connect the dots between immigration and tax: gain a holistic perspective.

  • Learn from experts on U.S. and global developments that impact your organization.

  • Engage in hands-on workshops with practical takeaways you can implement immediately.

  • Future-proof your strategy with insights into AI, data, and adaptive program design.

Thank You to Our Event Sponsors

General Sponsor General Sponsor

General Sponsor General Sponsor

 

Immigration Summit

Morning Sessions | 9 a.m. – 1 p.m. (MT)

Time Session Details
9 – 10 a.m. Opening Panel – Current State of Play with Employment-Based Immigration in the U.S.

Policy, practice, and compliance updates shaping employment-based immigration.

  • Moderator: Kelli Duehning, BAL
  • Speakers:
    • Ray Kirby, Qualcomm
    • Devika Bhagwandas, H&M
    • Cassie Ramos, Biogen
    • Denise Rahmani, Oracle
10:15 – 11 a.m.

Regional Breakout 1: Canada, Mexico, Key LATAM Countries
  •  
  • Moderator: Daniela Lima, Newland Chase
  • Speakers:
    • Justin Storch, BAL
    • Albalira Montufar, Morgan & Morgan
    • Marco Abellan, BLP 

Regional Breakout 2: EU, UK, Middle East, Africa
  •  
  • Moderator: Jurga McCluskey, Deloitte
  • Speakers: 
    • Marcia Longdon, Kingsley Napley
    • Adekunle Obebe, Bloomfield
    • Reda Belabed
    • Anita Stojanovska, Baker Hughes
Regional Breakout 3: APAC
  •  
  • Moderator: Shazy Tan, Visa, Inc. 
  • Speakers:
    • Keryn Mendes, Adobe
    • Brendan Coggan, Envoy Global
    • Voon Lee, Lee & Associates
11:15 – 12 p.m. Operations Breakout 1: Managing Sponsorship Strategies 
  •  
  • Moderator: Sara Rabolt, General Mills
  • Speakers
    • Pablo Arosemena, Trimble
    • David Fullmer, WR Immigration
    • Sarah Kadel, Ogletree Deakins
Operations Breakout 2: Supporting Your Organization's Early Career Pipeline & Shifting Requirements
  • Moderator: Kelli Duehning, BAL
  • Speakers
    • Christina Hamilton, J-1 Visa Exchange
    • Yomara Crespo, NYISO
    • Angelo Paparelli, Vialto Partners

Operations Breakout 3: Organizational Immigration Strategy
  •  
  • Moderator: Regina Wheeler, Otsuka
  • Speakers
    • Eddie Raleigh, Fragomen
    • Mark Yelich, BAL
    • Karen Welch, Publicis
12 – 1 p.m.

Compliance Breakout 1: Navigating Ports of Entry
  • Moderator: Violeta Petrova, Gibney
  • Speakers
    • Parisa Karaahmet, Fragomen
    • Devika Bhagwandas, H&M
    • Edward Raleigh, Fragomen
Compliance Breakout 2: In-Country Foreign National Requirements
  •  
  • Moderator: Anindita Chowdhury, USILAW
  • Speakers: 
    • Dianne Couto Foutz, Pegasystems
    • Alejandra Zapatero, Erickson
    • Ray Rackham, Newland Chase
    • Clarissa Cole, Andersen

Compliance Breakout 3: Managing and Tracking Employment Authorizations for Foreign Nationals
  •  
  • Moderator: Carolyn Volovsek, Cox Automotive
  • Speakers: 
    • Robert Horseley, Fragomen WorkRight
    • Bobby Bartle, Aires

Networking Lunch

Time Session Details
1 – 1:45 p.m. Joint Immigration & Tax Lunch

Networking opportunity for all Tax & Immigration Summit attendees.

Thank you to our Networking Lunch sponsor:

Tax Summit

Afternoon Sessions | 2 – 5:10 p.m. (MT)

Time Session Details
2 – 2:50 p.m. Opening Panel 
  • Moderator: Sheryll Young, OpenText
  • Speakers
    • Bill Zaleski, Vialto Partners
    • David Oltman, Ineo
    • Matthew Pascual, BDO
    • Maureen Flood, EY
3 – 4 p.m. Breakout 1: Mobility Tax 101
  • Moderator: Sara Miller, ServicEngine
  • Speakers
    • Diem Allis, American Shipping Bureau
    • Christopher Chalk
    • Michelle Mara, Graebel
Breakout 2: Compliance Briefings
  • Moderator: David Oltman, Ineo
  • Speaker
    • Lis Morris, KPMG
Breakout 3: Maximizing Your Policies
  • Moderator: Rob Giese, Graebel
  • Speakers
    • Susan Myers, Altair Global
    • Ellen Nearman, LinkedIn
    • Katie Noelke, Emerson
4:10 – 5:10 p.m. Breakout 1: Intelligent Tax: Leveraging AI and Emerging Technology
  • Moderator: Lynda Ngo, Andersen
  • Speakers
    • Adam Schwartz, Andersen
    • Yosef Fried, Papaya Global Company
    • Tom Richardson, Equus Software
Breakout 2: The Future of Mobility Tax Data
  • Moderator: Susan Myers, Altair Global
  • Speakers
    • Erika Massie, Ineo
    • Sanjita Samal, Vialto Partners
    • Keith Shafer, Salesforce
    • Jan DeSander, Gilead Sciences
Breakout 3: Adaptive Resilience in Tax Programs
  • Moderator: Sheryll Young, OpenText
  • Speakers
    • Guy Jason, Deloitte
    • Melody Bennett, Nike
    • Kevin Ediger, EY