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 Global News

By |2012-04-12T14:49:55-04:00April 12th, 2012|Categories: Asian Business, Birchtree News, Global Business News, South American Business, Uncategorized, Webinars|Tags: , , , , , , |

Birchtree Global, LLC to showcase Dezan Shira’s research

Janet Walsh met with Chris Devonshire-Ellis, Principal & Founding Partner of Dezan Shira & Associates financial firm and publisher of, Asia Briefing Media Ltd. to discuss development opportunities in Asia and India.   Chris commented that opportunities for companies in the medical equipment, devices and manufacturing area were strong and prospects for growth were increasing largely due to the ageing Chinese population, and heavy long term medical needs (implications from smoking and industrial pollution).  He also noted that there was a strong demand for manufactured goods as the number of middle class consumers continue to grow and expand.

Birchtree Global and Dezan Shira will be partnering to provide our clients a series of updated webinars on foreign direct investment in Asia and India in the coming months.

Our first webinar will be on May 23, and presented by Daisy Huang.  Daisy is the head of Audit and Compliance for the Dezan Shira South China practice group.  Daisy’s program will highlight; Important changes in China and the ASEAN region-economic, demographic, compliance and cost issues; Daisy will also discuss, practical considerations in establishing a business in Asia.  This webinar is designed for C-Suite leaders and executives who need to have a clear understanding of the recent changes in Chinese legislation and how they will affect foreign direct investment-either established or proposed.  If you are interested in attending, please email for additional information.  This webinar is free to our clients and friends and will be HRCI Certified.

The Global 20© in Cuba

Janet Walsh recently returned from a fact finding trip to Cuba, focusing on potential foreign direct investment by US firms post embargo.  Some facts of interest include:  The US is Cuba’s sixth largest trading partner with over $350,000,000 in agricultural supplies, food and medicines sold to the country-cash payments in advance of sending product.  In the last year 500,000 US citizens have visited Cuba on family, trade, tourism activities.  In 2010 facing a shortage of funds, Cuba privatized ownership of small businesses, some property, cars and, at the same time, terminated 500,000 employees from public employment.  The average wage is $30 USD/Month and the literacy rate is 98%.  Havana is a 40 minute flight direct from Miami.

The model for growth in Cuba looks like the one used by China in the early 80’s-FDI used to develop infrastructure and technology in a country that lacks everything.   Cuba needs infrastructure, building products, IT and services, medical equipment and drugs, food, paint, and hospitality services

For companies interesting in reviewing more details from this trip contact info@birchtreeglobal to access the webinar. 

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