Worldwide ERC Talks with David Oltman, Ineo’s Chief Compliance Officer, About Proposed Tax Reform Legislation
Proposed tax reform legislation released by Congress on November 2 has the mobility industry talking about its potential impacts. Worldwide ERC’s President and CEO, Peggy Smith, talked with our chief compliance offer, David Oltman, about the key expense categories that would be affected should the legislation pass as currently drafted. Read the full text of their discussion here: https://www.worldwideerc.org/Newsroom/pressreleases/Pages/PR-TaxReform-11032017.aspx
David Blatherwick joins Ineo as Vice President, Development, Mobility Software
INEO, LLC, the leading provider of global mobility assignment software, tax, and financial solutions today announced that software industry executive David Blatherwick has joined the company as Vice President, Development, Global Mobility Software. David will be responsible for all technology and processes employed by Ineo to deliver global mobility software products of highest quality, value, and impact to customers worldwide.
David Santora, Ineo CEO, stated, “David Blatherwick brings a vast knowledge of innovative technology solutions to Ineo. His experience and success with building and maintaining leading software platforms is unparalleled. As Ineo continues to expand its global footprint, David will be working directly with Dan Duffy, Chief Product Officer, on the delivery of Ineo’s comprehensive suite of global mobility software solutions. We are thrilled to welcome David to the Ineo team.”
David brings deep technology, product development and management, and leadership experience. He has a rich history of bringing breakthrough software products to market in diverse industries such as banking, healthcare, communications, web-scale consumer applications, and mobile technology.
David has worked in a leadership capacity for high growth technology companies including Humanify, Teletech, and Sybase – an SAP company – where he led the development and delivery of the IBM MQ Integrator product suite, served on the Microsoft BizTalk Steering Committee, and the Sybase Strategic Vision Committee.
David earned a Bachelor of Science degree in Computer Science from the University of Colorado.
Jonathan Frick joins Ineo as Manager, Global Mobility
INEO, LLC the leading provider of global mobility assignment software, tax, and financial solutions today announced that software industry executive Jonathan Frick has joined the company as Manager, Global Mobility. Jonathan will be responsible for providing global compensation subject matter expertise for Ineo’s global mobility software, and implementation of global compensation financial solutions for Ineo clients.
Brian Vitello, COO of Ineo Financial Solutions, stated, “Jonathan brings a breath of fresh air to our team in a very technical area of global mobility, global compensation financial solutions, and technology. His experience and knowledge speak for itself but his ability to translate and educate our team and clients on the multiple moving parts, roles, and responsibilities around the delivery of global compensation financial solutions is invaluable. He is a pleasure to work with and we are very lucky to have him as part of our team.”
Jonathan first entered the mobility industry in 2011 with Aires in the expense management department, moving to payroll specialist, and ultimately ending up in the compensation department as Team Lead. Jonathan is passionate and often animated when it comes to talking about the logistics and details behind managing the compensation aspects of expatriate assignments and particularly enjoys the tax equalization and hypothetical tax process. He strives to simplify and demystify the often confusing and complex aspects of global compensation by partnering with clients to produce the best processes and tools to manage their programs efficiently, effectively, and compliantly.
Jonathan earned a Bachelor of Science in International Business, with concentrations in Spanish and Finance, from Grove City College.
Kevin Clark, CRP, CPA joins Ineo as Director, Financial Solutions
INEO, LLC the leading provider of global mobility assignment software, tax services, and financial solutions today announced that Kevin Clark, CPA, CRP has joined the company as Director, Financial Solutions. Kevin will manage client delivery of Ineo Global Mobility Financial Solutions services, including budgeting, lump sum calculations, custom reporting, exception and cost savings tracking, vendor management, payroll and internal audit, and tax gross-up processing and reporting. He has an extensive knowledge and expertise with regards to audit and compliance.
Brian Vitello, COO of Ineo Global Mobility Financial Solutions, stated “Kevin is a leader and a team player. We are excited to have him as part of our team because of his experience, his technical expertise and his ability to learn, listen and lead. Through his previous experience with multiple service providers and having worked his way through the ranks of all things global mobility payroll and expense, his addition to our team will bring an even greater professionalism and service delivery.”
Kevin has worked in several financial positions previously with Primacy, Cartus, and Graebel in various positions including relocation accountant, payroll reporting analyst, customer finance senior, and manager of client financial services. He has supported a large number of various-sized clients – from small to midsize companies to Fortune 500 companies. During this time, he has gained invaluable experience that allows him to be a subject matter expert for his clients in all financial aspects of global mobility. He takes great pride in ensuring any client he works with receives the best customer service possible, attending to their needs swiftly with professional guidance.
Kevin graduated from the University of Memphis with a Bachelor of Business Administration in Accounting. He is a Certified Public Accountant (CPA) and Certified Relocation Professional (CRP).
Worldwide ERC Global Workforce Symposium 2017
Visit us at booth #540 at this year’s Worldwide ERC Global Workforce Symposium in Chicago!
We’ve been busy this year working on some exciting new projects and can’t wait to see our clients and meet some new faces. Stop by to get to know our growing team and learn more about our new products and services. We have plenty of prizes and giveaways – you won’t want to miss us!
Date: September 27-29, 2017
Event: 2017 Worldwide ERC Global Workforce Symposium
Location: Hyatt Regency Chicago – Chicago, IL
Ineo Launches New Brand
INEO, LLC, the premiere provider of technology, tax and financial services to the global mobility industry, has rebranded. It publicly launched its new brand, logo and completely redesigned website recently at the Worldwide Employee Relocation Council’s (WERC) annual Americas Mobility Conference in Atlanta, GA.
Working with award-winning New York design firm Bernhardt Fudyma, whose work has been selected by the Library of Congress for its permanent collection, Ineo’s new design premise simultaneously reflects the global and integrated nature of its solutions.
“Our new image, logo and Global Mobility Knowledge tagline reflect our integrated global services and core client offering – deep knowledge. In today’s hypercompetitive marketspace, we must go beyond delivering our industry-leading products and services by highlighting and applying our decades of knowledge, expertise and thought leadership to the industry’s most pressing software, financial and tax challenges,” said Ineo CEO David A. Santora. “Our clients and their relocating employees deserve nothing less.”
Ineo built the foundations of the modern mobility industry’s FinTech and Tax services over the past 30 years. Its integrated solutions are the engine driving dozens of multinational corporations’ mobility programs in the areas of program execution, financial management, and tax compliance:
- Ineo Mobility Software is the cloud-based, single-source system that marries deep technological sophistication with impressive ease of use.
- Ineo Financial Solutions is the strategic partner of choice for companies seeking comprehensive, professional, and seamless back-office services for their mobility programs.
- Ineo Tax Services mitigates financial risk, costs, and non-compliance for both employers and employees.
To learn more about Ineo, its new brand, and its knowledge resources please visit ineomobility.com, or ineomobility.com/knowledge-resources to access featured webinars, speaking engagements, and industry articles.
Worldwide ERC Americas Mobility Conference
Visit Ineo at booth #341 at the 2017 ERC Americas Mobility Conference in Atlanta, GA! Stop by to enter for a chance to win a Google Home and meet our team. We have exciting announcements this year – don’t miss us!
Date: May 17-19, 2017
Event: 2017 Worldwide ERC Americas Mobility Conference
Location: Hyatt Regency Atlanta – Atlanta, GA
Ineo Shortlisted to Win an EMMA
Ineo is very proud to have been shortlisted to win an EMMA (Expatriate Management & Mobility Award) in the Most Innovative Use of Technology in Global Mobility – Assignee Management category as well as the Expatriate Banking and Financial Services Innovation of the Year category. Ineo will participate in the EMMA awards ceremony as part of its attendance at the Forum for Expatriate Management (FEM) Americas Summit in Denver, CO from May 3rd – 4th. Please visit our Roundtable to catch up on the industry’s hottest topics!
Date: May 3rd – 4th, 2017
Event: 2017 FEM Americas Summit
Location: Marriott Denver City Center – Denver, CO
Ineo Receives MoveCenter’s 2017 Supplier of the Year Award
Ineo is pleased and honored to receive MoveCenter’s 2017 Supplier of the Year Award for three separate categories: Global Financial Services, Technology, and Tax Consulting and Services.
MoveCenter’s Supplier of the Year award is given to companies in the top tier of their given industry, which have a dedicated coordinator, state of the art facilities/equipment and the highest service levels. According to a MoveCenter representative, “ We use an evaluation process which assessed key attributes such as availability, responsiveness and customer friendliness of the coordinator(s) and willingness to “go the extra mile” to not just satisfy, but delight our clients. In addition to this subjective feedback, we evaluate quantifiable metrics including transferee survey results, variance between estimates and actual prices, timeliness and accuracy of invoices, record of legal compliance, and adherence to specific client requirements including SLA’s.”
We extend our thanks to the MoveCenter supplier awards team for recognizing Ineo’s positive impact on their business. We greatly appreciate our partnership.
Technology and Mobility: Meeting transferee expectations of the online relocation experience in an age of Pokémon Go
Ineo’s President, Jason Arnold, participated in the December 2016 issue of Mobility Magazine. Jason was quoted in the featured article “Technology and Mobility: Meeting transferee expectation of the online relocation experience in an age of Pokémon Go.” To read the article, click here: FEAT_TechMobility
Jennifer Fuller joins Ineo as an Expense Analyst for the ExpensePro Team
Jennifer has over 17 years of accounting and administrative experience in the construction, relocation and retail industries. Her exceptional customer service standards were developed while working for Nordstrom in Palo Alto, CA. Prior to joining the ExpensePro team, she held positions as a Relocation Expense Management Analyst with Brookfield and NuCompass, as well as a Consulting position with Altair.
Through Jennifer’s various positions she has learned about customer service, team work, versatility and the rewords of hard work and dedication. We are pleased to welcome Jennifer to the ExpensePro team.
A San Francisco Bay Area native, Jennifer has recently relocated from the Bay Area to the Greater Denver Metro Area with her husband, two teenagers, and the family dog, Muffin. During the weekends, you will often find Jennifer cheering for her son, Justin’s football team and her daughter, Madison’s basketball team, at Cherokee Trail High School. Jennifer holds an Associate’s degree in Business from Diablo Valley College in Pleasant Hill, CA.
Ineo Shortlisted for FEM’s Expatriate Management Mobility Award
Ineo is proud to announce that the company has been shortlisted by the Forum for Expatriate Management for its Expatriate Management & Mobility Award – “EMMA” – in the category of Most Innovative Use of Technology in Global Mobility for 2016.
This recognition is a testament to our innovation and resolve to always provide our customers with the most reliable, compliant, and cost effective global mobility assignment software. Awards will be given out at the Forum’s gala event later this fall.
We are honored and committed to being an innovator and knowledge leader in the global mobility industry.
Ineo Recognized at 2016 Marcum Tech Event
Ineo was delighted to receive recognition at the 2016 Marcum Tech Top 40 event that annually celebrates Connecticut’s fastest growing technology companies. David Santora, our CEO, accepted the award saying, “We are both honored and humbled to have been selected to receive this award alongside some of the most innovative and creative technology companies in the State of Connecticut.”