Mercer Latin America HR Forum - Miami, May, 2014

Latin America HR Forum 7–9 May, 2014

Smart HR: Driving Performance in the Era of Big Data

Event Agenda

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ADDITIONAL PROGRAM – TUESDAY, MAY 6th

08:00–18:00Strategic M&A Ready™ for Latin American Executives (Spanish)

Strategic M&A Ready for Latin American Executives is a workshop for executives with HR roles in acquisitions, divestitures, joint ventures, and other business transactions.

Learn more

WEDNESDAY, MAY 7th

08:00–12:00Strategic M&A Ready™ for Latin American Executives

Additional program (Spanish)

Learn more

12:00Forum registration opens

12:00–13:00Lunch

13:00–13:30Welcome to Forum 2014 – Opening Remarks

Gaurav D. GargPresident, Growth Markets Region, Mercer

13:30–15:00Plenary Session – Talentism: Unlocking the Power of the New Human Ecosystem

Today, an estimated 202 million people are unemployed across the globe, yet more than one-third of employers cannot fill available jobs. By 2020, there will be up to 95 million more low-skill workers than employers need, and that is in addition to up to 40 million workers with higher education that are above employers’ requirements. There is a disconnect between the skills employees have and the skills employers need. The prognosis seems grim, but solutions are already at hand and are developing day by day. This session looks at how a shifting paradigm, enabled by technology and the power of human networks, can help bridge the skills gap. How can we, as business leaders, government officials, and individuals take steps in this human ecosystem to break down artificial barriers to success and create a more open global labor market?

Financial capital has ceased to be the most important factor — Capitalism is being supplanted by Talentism, the need for innovation and creativity to drive economic development and social progress.

Orlando AshfordPresident of Mercer's Talent business

15:00–15:30Networking Break

15:30–17:00Plenary Session – WEF: A Glimpse into the World's Human Agenda

The key to a prosperous future for any country and any institution lies in the talent, skills, and capabilities of its people. With talent shortages projected to become more severe in much of the developed and developing world, it will be imperative to turn our attention to how these shortages can be met in the short term and prevented in the long term. For the individual, as well as for societies and economies as a whole, investing in human capital is critical — even more so in the context of shifting population dynamics and limited resources.

A new report, developed by the World Economic Forum in collaboration with Mercer, identifies the countries best positioned to contribute to effective workforce development, growth potential, and economic success. The report is based on the Human Capital Index (HCI), a ranking of 122 countries representing more than 90% of the world’s population.

For organizations looking to invest, consolidate, or grow operations internationally, effective workforce planning is essential to understanding talent as a strategic asset and maintaining a competitive business advantage. As countries compete to attract talent on a global stage, the HCI will help will help to inform strategic workforce planning and policies that will ensure that countries and regions have the right talent with the right skills to meet the future needs of employers.

Javier TabakmanRegional Leader, Consulting Segment, Talent – Latin America

Charlotte HardingWorld Economic Forum/Mercer Relationship Manager - Switzerland, Mercer

17:00–18:30Plenary Session: What's on Your Mind?

This series of roundtables will focus on the main opportunities and challenges of managing HR in Latin America. Delegates will have a unique chance to network with their peers and learn from their experience in a dynamic environment, while discussing the most compelling HR-related issues they face in their everyday work.

Review the four topics below and choose the session you want to attend.

Driving Return on Human Capital Investment

Marcio PradoLeader, Information Product Solutions − Brazil, Mercer

Sergio Torres CrossMarket Leader – North Latin America, Mercer

Aligning HR Strategies to Business Goals

Alberto MondelliMarket Leader – South Latin America, Mercer

Julieta ManzanoDirector, Business Development − Mexico, Mercer

Benefits Packages in Attraction and Retention Strategies

André MaxnukLeader, M&A – Brazil, Mercer

Eduardo MarchioriLeader-Brazil, Mercer Marsh Beneficios

Leadership and Performance Management: New Mindset and Capabilities to Influence Business Results

Javier TabakmanPartner and Talent Director for Mercer

Julie van WaverenLeader, Talent Management Center of Excellence – Latin America, Mercer

18:30–19:30Networking Break

19:30Conference Dinner

THURSDAY, MAY 8th

07:30–08:30Breakfast

08:30–09:00Welcome to Day 2

Julio PortalatinCEO of Mercer

09:00–10:30Keynote Address: Beyond Analytics — A Deep Dive Into the Way People Work

"In the knowledge economy, efficiency is no longer more important than meaning, and when you look carefully at the way people work you find out there's a lot more at stake than money… When we think about labor, we usually think about motivation and payment as the same thing, but the reality is that we should probably add all kinds of things to it — meaning, creation, challenges, ownership, identity, pride."

Ariely has long been fascinated with how emotional states, moral codes, and peer pressure affect our ability to make rational and often extremely important decisions in our daily lives — across a spectrum of our interests, from economic choices (how should I invest?) to personal (who should I marry?). At Duke, he's aligned with three departments (business, economics and cognitive neuroscience); he's also a visiting professor at MIT's Program in Media Arts and Sciences and a founding member of the Center for Advanced Hindsight. His hope is that studying and understanding the decision-making process can help people lead better, more sensible daily lives.

Dan Ariely

10:30–11:00Networking Break

11:00–12:30GROUP SESSION A

The New Rules of the Game: The Impact of Mexico's Tax Reform on HR Operations (English)

Challenges of Operating in High Volatility Conditions: Argentina and Venezuela (English)

Strategic Workforce Planning: Understanding the Workforce of the Future (English)

Strategic workforce planning is top of mind for HR and senior business leaders across the globe.  Growth and expansion plans, scarcities of critical talent, and inefficient talent pipelines have prompted an increasing number of companies to include workforce planning as part of their core HR service offerings with the goal of driving meaningful results in operations across the entire organization. Mercer has worked with many of these firms to structure, implement, and advise on what best-in-class programs should look like. Specific topics for discussion will include identifying critical talent pools, forecasting future workforce needs, understanding demographics and their implications on the sourcing talent, as well as creating and maintaining a workforce planning function within the organization.

Brian J. KellyPartner, Human Capital Metrics & Analytics Solutions – USA, Mercer

Cristina OyagaSenior Associate, Human Capital – Mexico, Mercer

Inside Latin American CEOs' Minds: How Human Capital Can Drive Business Performance (English)

Since 1999, The Conference Board has asked CEOs, presidents, and chairmen across the globe to identify their most critical challenges for the coming year, to produce an incredibly compelling report that influences the market every year. For the 2014 edition, Marsh & McLennan Companies joined The Conference Board to enable the participation of Latin American Leaders in the CEO Challenge Survey.

In this session, Mercer and The Conference Board experts will present a detailed overview of the CEO Challenge Survey® 2014 results and compare the region’s findings to challenges identified globally. Whether it is human capital, operational excellence, innovation, customer relationships or risk, CEOs will have to deliver through their people. Do not miss this conversation about the challenges that CEOs in Latin America and around the world have identified for 2014 and the set of strategies that will need to be implemented to compete harder and ensure operational excellence.

Daniel NadbornyPartner, M&A Consulting and Argentina Country Leader – Argentina, Mercer

Rebecca RayExecutive Vice President, Knowledge Organization and Human Capital Practice Lead

How are Companies Helping Expats to Protect Pension and Health Benefits from Mobility Threats? The Caterpillar and Techint Experiences (Spanish)

Mercer has deeply researched this subject and has implemented global health coverage and pension protection. In this session, our clients will share their valuable experiences, their mistakes, doubts and solutions with us, under different mobility strategies. There are a lot of opportunities for improvement in ongoing policies and action plans, and we would like to help participants to take them.

Ana María WeiszLeader, Retirement – Argentina, Mercer

Laura RoldánLeader, Health and Benefits – Argentina, Mercer Marsh Benefits

Daniel OlaberriaAdministration & Payroll Director, Techint Group

Building the social enterprise (English)

Many companies in our region view social technologies as yet another tool to be implemented rather than as an enabler of organizational transformation. Often, leaders think social technologies can be left to IT or marketing, while others are simply intimidated by possible risks. And many are so focused on the technologies themselves that their ability to empower a dynamic, integrated business- and cultural-change program that drives productivity, innovation, and collaboration in core business processes is largely ignored. In this session, we will share experiences of organizations that have figured out how to use them in ways that could have a large-scale, replicable, and measurable impact at the company culture and HR trends.

Martín Ibañez-FrochamRegional Leader, Talent – Latin America, Mercer

German DyzenchauzCEO & Co-Founder, GoIntegro

12:30–14:00Lunch

14:00–15:30GROUP SESSION B

Demonstrating Return on HR investment in Brazil (English)

Leveraging the Business Through Talent Management in Central America and the Caribbean (Spanish)

The Impact of Population Aging and Delayed Retirement on Workforce (English)

Longevity is a recurring theme worldwide that will have a big impact on the way companies deal with an aging labor force in Latin America. Retirement will look completely different from what our parents are facing now. The once “pension plans generation” is now changing to a “savings plans generation,” as the defined contributions format challenges and places a significant responsibility on employees and retirees. These plans, which were not designed for transforming savings into an adequate lifetime retirement income, will have to evolve.

Financial education is on the rise as an essential part of the process of providing pension benefits awareness among employees, and as a tool to reduce the employer’s responsibility for the future financial situation of individuals. In this session we will discuss how retirement financial planning is being implemented around the world — with a focus on Latin America — and what the results of this kind of program are for both employers and employees.

Carolina A. Mazza WanderleyPrincipal, Retirement – Brazil, Mercer

Anita M. SchwarzLead Economist, Human Development Department, World Bank - Europe & Central Asia Region

Mapping Health Care Trends Around the World: From US Health Care Reforms to Benefits Practices in Latin America (English)

In this session we will take a look at how developments in health care around the world —including government health reforms — are prompting many employers to rethink their health benefit strategy and adopt best-in-class practices to remain competitive and up-to-date. From the US to Mexico to Malaysia, employers worldwide have begun to reengineer their platforms and processes to implement defined contribution approaches to health care, providing employees with bigger responsibility around their own health care, and introducing broader choice into their plans.

Tracy WattsSenior Partner, Employee Health & Benefits – Washington, Mercer

Renato CassinelliRegional Leader – Latin America and Caribbean, Mercer Marsh Beneficios

Effective Organization Design: The Importance of Metrics to Drive Performance (English)

As a leader, you can actively shape your organization to meet the demands of the market and your growth plans, or to innovate. The design and redesign of your organization is probably one of the most important roles you have and one of the most exciting projects to manage. Solid organizational design requires alignment of strategy, processes, and people. At Mercer we also leverage metrics to provide tangible references that support — and sometimes drive —organizational design.

This session will explore, with practical examples, the key components of organizational design, some of the most commonly used design metrics, and how metrics can provide insight for an effective design of your organization.

Marcio PradoLeader, Information Product Solutions − Brazil, Mercer

Osni DinizPartner at Oliver Wyman

15:30–16:00Networking Break

16:00–17:30GROUP SESSION C

Building the social enterprise (Spanish)

Many companies in our region view social technologies as yet another tool to be implemented rather than as an enabler of organizational transformation. Often, leaders think social technologies can be left to IT or marketing, while others are simply intimidated by possible risks. And many are so focused on the technologies themselves that their ability to empower a dynamic, integrated business- and cultural-change program that drives productivity, innovation, and collaboration in core business processes is largely ignored. In this session, we will share experiences of organizations that have figured out how to use them in ways that could have a large-scale, replicable, and measurable impact at the company culture and HR trends.

Martín Ibañez-FrochamRegional Leader, Talent – Latin America, Mercer

German DyzenchauzCEO & Co-Founder, GoIntegro

Demonstrating Return on HR Investment in Brazil (English)

The New Rules of the Game: The Impact of Mexico's Tax Reform on HR Operations (Spanish)

2014 Compensation and Benefits Trends in Latin America: How to Use Data to Make the Employee Value Proposition More Meaningful (English)

As in previous years, this session presents a detailed overview of the compensation and benefit trends in Latin America, as identified by the Mercer’s Total Remuneration Survey, focusing specifically on what’s behind the numbers. By correlating information and indicators from different countries and contrasting the region’s results with trends identified by Mercer’s global surveys, delegates will have an updated overview of key current compensation and benefit issues and trends across Latin America.

Andrés VillalpandoLeader, Information Products – Latin America, Mercer

Ana Paula HenriquesPrincipal, Talent – Brazil, Mercer

Inside Latin American CEOs' Minds: How Human Capital Can Drive Business Performance (English)

Since 1999, The Conference Board has asked CEOs, presidents, and chairmen across the globe to identify their most critical challenges for the coming year, to produce an incredibly compelling report that influences the market every year. For the 2014 edition, Marsh & McLennan Companies joined The Conference Board to enable the participation of Latin American Leaders in the CEO Challenge Survey.

In this session, Mercer and The Conference Board experts will present a detailed overview of the CEO Challenge Survey® 2014 results and compare the region's findings to challenges identified globally. Whether it is human capital, operational excellence, innovation, customer relationships or risk, CEOs will have to deliver through their people. Do not miss this conversation about the challenges that CEOs in Latin America and around the world have identified for 2014 and the set of strategies that will need to be implemented to compete harder and ensure operational excellence.

Daniel NadbornyPartner, M&A Consulting and Argentina Country Leader – Argentina, Mercer

Rebecca L. Ray, Ph.D.Executive Vice President, Knowledge Organization & Human Capital Lead

How are Companies Helping Expats to Protect Pension and Health Benefits from Mobility Threats? The Caterpillar and Techint Experiences (English)

Mercer has deeply researched this subject and has implemented global health coverage and pension protection. In this session, our clients will share their valuable experiences, their mistakes, doubts and solutions with us, under different mobility strategies. There are a lot of opportunities for improvement in ongoing policies and action plans, and we would like to help participants to take them.

Ana Maria WeiszLeader, Retirement – Argentina, Mercer

Laura RoldánLeader, Health and Benefits – Argentina, Mercer Marsh Benefits

Andreas BengtssonCompensation and Benefits Manager, Caterpillar - Latin America

17:30–20:00WORLD CUP – Networking Cocktails

Sponsored by MetLifeDuring the Forum, we will fire up the engines in preparation for the 2014 World Cup celebration in Brazil. We will raise our glasses to the World Cup in a special networking cocktail evening with a unique approach to the most popular sport in the world. Whether soccer fans or not, all delegates are welcome to join and cheer for their favorite team.

FRIDAY, MAY 9th

07:30–08:30Breakfast

08:30–10:00GROUP SESSION D

Maximizing Human Capital in High Investment Markets: Colombia, Chile and Peru (English)

Challenges of Operating in High Volatility Conditions: Argentina and Venezuela (Spanish)

Strategic Workforce Planning: Understanding the Workforce of the Future (English)

Strategic workforce planning is top of mind for HR and senior business leaders across the globe.  Growth and expansion plans, scarcities of critical talent, and inefficient talent pipelines have prompted an increasing number of companies to include workforce planning as part of their core HR service offerings with the goal of driving meaningful results in operations across the entire organization. Mercer has worked with many of these firms to structure, implement, and advise on what best-in-class programs should look like. Specific topics for discussion will include identifying critical talent pools, forecasting future workforce needs, understanding demographics and their implications on the sourcing talent, as well as creating and maintaining a workforce planning function within the organization.

Brian J. KellyPartner, Human Capital Metrics & Analytics Solutions – USA, Mercer

Cristina OyagaSenior Associate, Human Capital – Mexico, Mercer

Mapping Health Care Trends Around the World (English)

In this session we will take a look at how developments in health care around the world —including government health reforms — are prompting many employers to rethink their health benefit strategy and adopt best-in-class practices to remain competitive and up-to-date. From the US to Mexico to Malaysia, employers worldwide have begun to reengineer their platforms and processes to implement defined contribution approaches to health care, providing employees with bigger responsibility around their own health care, and introducing broader choice into their plans.

Tracy WattsSenior Partner, Employee Health & Benefits – Washington, Mercer

Renato CassinelliRegional Leader – Latin America and Caribbean, Mercer Marsh Beneficios

Effective Organization Design: The Importance of Metrics to Drive Performance (English)

As a leader, you can actively shape your organization to meet the demands of the market and your growth plans, or to innovate. The design and redesign of your organization is probably one of the most important roles you have and one of the most exciting projects to manage. Solid organizational design requires alignment of strategy, processes, and people. At Mercer we also leverage metrics to provide tangible references that support — and sometimes drive —organizational design.

This session will explore, with practical examples, the key components of organizational design, some of the most commonly used design metrics, and how metrics can provide insight for an effective design of your organization.

Marcio PradoLeader, Information Product Solutions − Brazil, Mercer

Osni DinizPartner at Oliver Wyman

10:00–10:30Networking Break

10:30–12:00GROUP SESSION E

Leveraging the Business Through Talent Management in Central America and the Caribbean (English)

Maximizing Human Capital in High Investment Markets: Colombia, Chile and Peru (Spanish)

2014 Compensation and Benefits Trends in Latin America: How to Use Data to Make the Employee Value Proposition More Meaningful (English)

As in previous years, this session presents a detailed overview of the compensation and benefit trends in Latin America, as identified by the Mercer's Total Remuneration Survey, focusing specifically on what's behind the numbers. By correlating information and indicators from different countries and contrasting the region's results with trends identified by Mercer's global surveys, delegates will have an updated overview of key current compensation and benefit issues and trends across Latin America.

Andrés VillalpandoLeader, Information Products – Latin America, Mercer

Ana Paula HenriquesPrincipal, Talent – Brazil, Mercer

The Impact of Population Aging and Delayed Retirement on Workforce (English)

Longevity is a recurring theme worldwide that will have a big impact on the way companies deal with an aging labor force in Latin America. Retirement will look completely different from what our parents are facing now. The once "pension plans generation" is now changing to a "savings plans generation," as the defined contributions format challenges and places a significant responsibility on employees and retirees. These plans, which were not designed for transforming savings into an adequate lifetime retirement income, will have to evolve.

Financial education is on the rise as an essential part of the process of providing pension benefits awareness among employees, and as a tool to reduce the employer's responsibility for the future financial situation of individuals. In this session we will discuss how retirement financial planning is being implemented around the world — with a focus on Latin America — and what the results of this kind of program are for both employers and employees.

Carolina A. Mazza WanderleyPrincipal, Retirement – Brazil, Mercer

Anita M. SchwarzLead Economist, Human Development Department, World Bank - Europe & Central Asia Region

12:00–12:15Networking Break

12:15–14:00Lunch and Closing Plenary Session – Keynote Address: The Smarter HR Function: Are We There Yet?

After a successful session last year, Dave Ulrich, the world's most influential person in HR, returns to Mercer's Latin America HR Forum in 2014.

Dave Ulrich

14:00Conference Closes

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Thank you to our Sponsors


Sponsored by MetLife

PLEASE NOTE: The primary language of the Forum is English. All plenary sessions will be presented in English. PowerPoint material for all plenary and breakout sessions will also be in English.

However, some breakout sessions are offered in both English and Spanish. Please refer to the agenda, which identifies clearly the presentation language of each session. When you register, you can select the sessions based on your language preference.

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