Birchtree Newsletter

Establishing a Business Overseas

By |2014-09-15T10:30:23-04:00September 15th, 2014|Categories: Uncategorized|Tags: , , , , , , |

Establishing your business overseas?

This one-day workshop has been designed to increase financial competitiveness in businesses expanding into international markets.  The program focuses on linking business strategy with twenty critical infrastructure issues affecting legal, financial, tax, and human resources.  The program has been developed for business leaders, operations, and human resources managers who are responsible for linking strategy and tactics.  The program looks at markets in Europe, Asia, Latin America, and Canada and provides specific examples of contracts, tax strategy, incorporation challenges, collectives, expatriate management, statutory benefits, and employer/employee legal responsibilities.  At the conclusion of the program participants will have a comprehensive understanding of issues, documents, and resources to set up a business overseas.

Registration Information

Location:     White Plains, New York

                        Conference Center

333 Westchester Avenue-South Building

White Plains, NY  10604

Cost:             $400 Clients and Participating Organizations

$500 Not-Yet-Clients or Participating Organizations

Time:             8:00 AM-5:00 PM     Program

6:00 PM-9:00 PM     Optional Executive Dinner and Discussion



8:00-9:00 AM            Welcome and Introduction

  1.    About this program
  2.    Why go global?
  3.    Organizational behavior
  4.    Template Based Country Overview

9:00-10:00AM           Developing a Global Mindset

  1.    Personal Orientation and Global Mindset
  2.    Strategic Business Objectives
  3.    Employer/Employee Legal Relationship

10:00-10:45 AM       Core Functions

  1.    Tax Strategy
  2. Legal Incorporation-Structure of the Foreign Business

10:45-11:00 AM       Break

11:00 AM-12:00       Core Functions

  1.    Human Resources, Global Corporate Strategy
  2.    Labor Law, Corporate Strategy
  3.    Unions and Impact on Business Operations
  4.    Talent Management Immigration/Naturalization/TCN

12:00-1:00 PM          Lunch (Provided by Conference)

1:00-2:30 PM            Core Functions      

  1. Expatriate Management-Costs and Consequences
  2.   Compensation/executive Compensation-Who Decides
  3.   Statutory/Non-statutory Benefits-Requirements
  4.   Performance Management-Link to Business Strategy
  5.   Training and Organizational Development

2:30-2:45 PM            Break

2:45-5:00 PM            The Global Environment

  1.   HRIS-Capturing Data and Data Privacy
  2.   Technological Issues
  3.   Safety and Environmental Concerns
  4.   Ethics in Global Business, Legal Issues
  5.   Global Communication
  6.   Cultural Implications

6:00-9:00 PM            Executive Discussion and Dinner (optional)

Instructors and Contributors

 Janet L. Walsh

Janet Walsh is the CEO and President of Birchtree Global, LLC a professional services firm that increases the financial performance of companies by establishing them in new markets and increasing workforce productivity. She has worked on-the-ground in 73 countries establishing human resources and business infrastructure for global multinationals.  In addition to her experience with Birchtree, she has served as a corporate VP HR leading the global HR function through mergers and acquisitions, divestitures, greenfield expansion, and new market development.  She has diverse industry experience in manufacturing, financial services, and technology companies.

Janet’s board service has included Devry University, the advisory board of the American National Standards Advisory Group and the US TAG board of the Society for Human Resources Management, World Trade Center in Atlanta, GA, the French American Chamber of Commerce, Bucknell University Alumni Association and Dumbarton Concerts.

Janet is a senior, visiting professor of business at several universities including Keller Graduate School of Management where she authored the school’s HR MBA capstone course, and courses in metrics, economics, and global business.

She holds a BA Economics from Bucknell University, an MBA from Loyola University, and is a current doctor of business administration student-dissertation “Success characteristics of foreign direct investment in Cuba.”

Jim McGuirk

Jim McGuirk is the founder and president of AKLM Consulting. The business focuses on market research, market positioning, market strategy, partner alliance programs and M&A strategy in the government technology marketplace.

Prior to establishing AKLM, Jim was the Vice President of Worldwide Government for Siebel Systems Inc. for 2 years.  Prior to working with Siebel, Jim held multiple leadership positions with Unisys Corporation including President and General Manager.  He was president of WW Public Sector ($2.2B), the US Federal Systems ($1.2B), and General Manager, North America ($3.5B).

In 1999, Jim received the Federal Computer Week Eagle Award for his significant contribution to the Federal Government information technology community. This award is to the top industry executive serving the Government Marketplace.

A native of Pittsburgh, Pennsylvania, Jim holds a Bachelor’s degree in Mathematics from Duquesne University. He is a member of the Duquesne University Board of Directors and the Century Club for Distinguished Graduates. He is the Managing Partner of ERIE, LLC, a private investment firm.

John O’Loughlin,

John O’Loughlin is Managing Partner of MGHR Leadership Solutions Practice that also conducts senior HR search in tandem with McAleer Gray. MGHR’s solutions are focused on Board of Director’s to C-level and their direct reports. MG-HR’s clients extend across diverse business sectors.

With over 20 years’ experience in the CHRO role in multiple industries, in large, medium and small organizations, as well as public and private companies, John brings experience, expertise, and insight that is invaluable in partnering with clients on human capital challenges and HR executive search.

Prior to joining McAleer Gray, John worked with start-up organizations expanding overseas including long-term projects in China.  John worked with Birchtree Global providing board, executive compensation, and global start-up expertise.  Prior to working with Birchtree, John was SVP, CHRO at Corporate Express (now Staples) and supported the growth of that organization from $400 million to $8 billion. The growth was both organic and through acquisitions characterized by best practice integrations of organizations.

John holds a BBA from Texas Tech University and a MBA from the University of North Texas. He is further distinguished by holding both the SPHR and GPHR credentials through the HR Certification Institute.

Richard D. Gimbert

For the last sixteen years, Richard D. Gimbert has provided independent, global CPA services for Birchtree Global.  He is a Principal in GrossDukeNelson, and leads their international tax practice area.  A member of the Integra global network of CPA’s Rick specializes in international tax, inbound and outbound transactions, transfer pricing, foreign national taxation, taxation of international partnerships, international assignment planning and US nonresident withholding requirements, corporate as well as individual tax planning.  He leads the Integra US cross border tax group that is responsible for improving international tax capabilities.  He is a regular presenter at global professional programs.

Rick’s previous experience includes being an international tax partner at both Price Waterhouse (before the Coopers merger) and Deloitte & Touche. Rick has led large U.S. international tax practices in Houston, Tokyo, Toronto, and Atlanta.  Rick knows the expatriate community very well having practiced outside of the US in Tokyo and Toronto for almost 10 years; Rick has extensive experience with inbound and outbound business investment and served many multinational as well as Fortune 100 companies.

Rick has authored numerous articles over the years and has been a frequent speaker at tax conferences. Rick graduated from the University of Tampa with a BS in Accounting and is a CPA in Florida and Georgia.

Steven L. Walsh

Steven Walsh is the president of Traxys Power Systems a division of the $5B Traxys conglomerate.  He is responsible for leading the profitability and development of Traxys power systems around the world.  Prior to Traxys he was the founder and managing partner of Tier One Capital Management, LLC.  Tier One identifies strategic partnerships for infrastructure projects, mergers, acquisitions and investments in various markets targeting opportunities that provide risk adjusted financial returns.

Prior to Tier One, Steven spent 13 years with AES Corporation in executive management.  Steven served in operational roles as the President and CEO for Middle East and South Asia, Dubai, UAE operations; President and CEO for CIS Operations in Kiev, Ukraine; and as President and CEO of operations in Bogota, Colombia. Steven also served at AES’s corporate headquarters as Vice President, Government and Legislative Affairs.

From 2004-2005 Steven was recalled to active service to the U.S. Mission, Iraq where he served as a Lt. Colonel in the Marine Corps, managing the electrical sector project and contracting office.

Prior to working with AES, Steven was a Lt. Colonel in the Marine Corp and was awarded the Bronze Star for meritorious service in combat.

Steven holds a degree in Engineering from the Naval Academy in Annapolis, MD; an MSBA in Finance from Strayer University, and completed the AMP Degree Program at Harvard University.








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Birchtree December 1 Newsletter

By |2019-10-18T15:07:24-04:00December 2nd, 2009|Categories: Uncategorized|Tags: |

Birchtree  Global Strategic Consulting                                                             December 1,  2009
In This Issue
Birchtree Global
White Papers and Reports
Join Our Mailing List!
Quick Links

Forum for Expatriate Management

Birchtree Global 


Birchtree globe

Birchtree Global’s new website,, is now on line.  Birchtree Global was originally part of Birchtree-HR’s suite of business services but has been spun off as its own business.  Birchtree Global, LLC provides integrated finance, tax, legal, and HR services in designed to accelerate the establishment of a clients overseas operations.  Although Birchtree Global services all industries in their global business needs, we have developed a special expertise in greentech, biotech, technology and telecom businesses.

Although Birchtree Global is a new services business it has been a part of Birchtree HR for ten years.  We will be starting a new, global business focused newsletter for current and prospective clients so if you are interested in how businesses expand overseas, let us know and we’ll add you to our new newsletter.

Companies with whom Birchtree Global services have been provided include:

Southwest Windpower
Local Matters
Sturman Industries
AVA Solar
Arinso International
Kenyon International
Pearl DC
Delta Airlines
EMS Technologies

If you would like more information about these services please contact,



Dear Colleagues:
Janet on horse

Dear Colleagues:

We know most of you are working on closing out 2009 and developing

your strategy and tactics for 2010.  For most of us caught up in the whirl
of daily business activities the year end sometimes represents one of the
few times that we actually set aside time to plan for rather than react to

business activities.

As we look back on the research we’ve compiled for 2009 I note three

major themes that are characteristic of high performing businesses which

are directly related to business planning.

First:  Connecting HR activities and resources to company strategy to ensure

there is a clear line of sight between business objectives and HR activities.
As you look for opportunities to grow your bottom line in 2010 consider
auditing your HR activities as to their effectiveness in delivering your

company’s strategy and creating a strategic advantage for the business.

Second:  Designing HR programs around the bottom line costs of doing

business.  For example identify the business costs (i.e. cost of goods sold)
then identify the underlying HR issues that financially affect the bottom line
(i.e. turnover, high rework/scrap rates, accidents, poor up selling, poor
customer service) measure these costs metrically then create solutions that

reduce these financial pressure.

Third:  Leading the organization by connecting each employee to the organizations success.   Executives in the organization who are excellent managers London of their human capital achieve better financial and operating

results than those who are not.  Thus, businesses that develop the
management capabilities of their leadership team create  a competitive

advantage for their organization which results in improved financial metrics.

It is said in Ireland, “If you don’t know where you’re going, any road will

take you there”.  The business outlook for 2010 however, Off will be
demanding and financially penalize organizations that amble along without
focus.  The good news is that the three suggestions above provide a good
start to thinking about using HR activities to increase your financial

performance for 2010.

Kind regards,

Janet Walsh
(From Paradise Valley, Montana)


Birchtree HR and Elarbee Thompson
Free HRCI Webinar,
December 3, at 3:00 PM, EST
Birchtree HR and Elarbee Thompson law firm are
pleased to present a free 1.0 PHR certified lunch
and learn webinar at 3:00 PM, EST December 3.
This detailed, fact based program will focus on how
hospitality industry human resources professionals
can increase financial performance in their
businesses.   As an employee grows and excels within a
company, their knowledge, productivity and goal
achievement become more valuable. Human capital,
to most hospitality companies, is their largest
investment. Janet Walsh and attorney Doug Miller will discuss
practical and legal practices that human resource
professionals can implement to affect the company
and organizations’ overall objectives and bottom-line.
Mistakes in the management of human resources
particularly in the service based hospitality industries
can affect productivity and have costly legal
implications. As an employer, it is important to be
proactive and creative to create both financial as
well as operational strategic HR plans.

To sign up for the webinar click ET WEBINAR.  For
additional information please
call: 770 590 8338 or



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