Massachusetts Export Center
 
Calendar of International Seminars & Events 
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Spring 2014 calendar


PFT Spring 2014

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All events held in Massachusetts unless otherwise noted.

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Seminar and Cancellation Policies
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  ARCHIVED WEBINARS

   webinarClick here for details and access to webinars.

  • The Brazil Customs Challenge
  • Meeting the India Customs Challenge
  • Complying with Encryption Export Controls and Import Requirements
  • Export Control Reform Implementation
  • Exporting Temporary, Repair, Replacement and Hand-Carry Shipments
  • Countdown to Compliance: Transition Planning Under Export Control Reform
  • Specially Designed Demystified
  • OFAC Webinar Series: 
    Part 1 - An Introduction to U.S. Economic and Trade Sanctions
    Part 2 - U.S. Sanctions Licensing & Policy Update
  • Complying with the New Foreign Trade Regulations Export Requirements
  • Negotiating and Structuring International Distribution Contracts
 
Visit the community calendar for events cosponsored by the Export Center


















































 
   
Program Descriptions 

OFAC Webinar Series: An Introduction to U.S. Economic and Trade Sanctions

OFACAll U.S. exporters are required to comply with the sanctions programs administered by the U.S. Department of the Treasury, Office of Foreign Assets Control (OFAC). Without awareness, specific procedures for compliance, and vigilance, exporters can easily find themselves in violation of the OFAC sanctions, which carry significant civil and criminal penalties. 

Join us for this webinar, where OFAC officials will provide guidance on compliance with U.S. economic and trade sanctions. 

Speakers include:

  • Adam Maddox, Sanctions Compliance Officer U.S. Department of the Treasury, Office of Foreign Assets Control (OFAC)
  • Jamie Rose, Sanctions Compliance Officer U.S. Department of the Treasury, Office of Foreign Assets Control (OFAC)

webinarDate: Friday, March 28, 2014
Time: 11:00 a.m. - 12:30 p.m. EST
Location: Webinar
Cost: $35 / no charge for Compliance Alliance members
Contact: Massachusetts Export Center at 617-973-8664

Export School Fast Track Certificate Program

AIMThe most successful exporters are those who properly educate themselves on the export process and who effectively plan their international business operations.

This one-day, fast-paced version of our Export School will offer three tracks on all major components of the export process: international sales and marketing; export logistics and banking; and export regulatory compliance and legal issues.

This comprehensive, hands-on seminar will offer "one-stop-shopping" for all of your export questions! In addition, the program will feature a resource table highlighting a wide range of government programs that assist exporters.

NASBITE recertThis program is pre-approved by NASBITE as a CGBP recertification program. Attendees will receive 6 CPEs (CGBP Recertification Credits) towards annual recertification. This program is also ideal for busy export operations managers and executives who need a quick refresher or a high-level introduction to all aspects of exporting.

Program participants will receive a certificate of completion from the Massachusetts Export Center. Space is limited, so register early.

Speakers include:

  • Julia Dvorko, Central Mass Regional Director Massachusetts Export Center
  • Patricio Forno, International Business Development Manager Iredale Mineral Cosmetics, Ltd.
  • Robert Gresham, Owner RJ Gresham Consulting LLC
  • P. Ann Pieroway, Western Mass Regional Director Massachusetts Export Center
  • Tom Stapleton, Senior Vice President, International Department Market Manager People’s United Bank
  • Sarah Willey, General Counsel Troy Industries

Date: Thursday, April 3, 2014
Time: Registration 8:30 a.m.; Program 9:00 a.m. - 3:00 p.m.
Location: Bay Path College, Sturbridge Industrial Park, 1 Picker Road, Sturbridge
Cost: $75 (includes continental breakfast, lunch and seminar materials)
Contact: Massachusetts Export Center at 413-552-2316

CGBP Preparation Workshop

NASBITE recertThis workshop will focus on providing an overview of the four major domains covered by CGBP exam including global business management, global marketing, supply chain management and trade finance. A strong understanding of these domains is required to achieve and maintain the CGBP credential.

Within these domains we will review major threads including terminology, documentation, legal and regulatory compliance, technology and resources, and will provide links to the free online study resources that are available.

A sample test developed by Massachusetts Export Center on the basis of CGBP credential requirements will be provided to attendees at the end of the program (with answers available through a dedicated online link). Massachusetts Export Center staff members with CGBP credentials will be available for consultation after the program.

Speaker:

  • Julia Dvorko, Central Mass Regional Director Massachusetts Export Center.

Note: The next available exam dates and registration deadlines for CGBP exam can be found on NASBITE's website by clicking here.

Date: Thursday, April 3, 2014
Time: 3:00 - 5:00 p.m. (immediately following Export School Fast Track Certificate Program)
Location:
Bay Path College, Sturbridge Industrial Park, 1 Picker Road, Sturbridge
Cost: No charge
Contact: Massachusetts Export Center at 508-929-8844

Complying with the New Foreign Trade Regulations Export Requirements

Compliance AllianceApril 5th marks implementation of changes to the Foreign Trade Regulations that will affect the way that exporters report their transactional information through the Automated Export System (AES). These are some of the most significant changes affecting AES reporting since mandatory filing of export information via AES was implemented over five years ago. 

Join us for this webinar, where you will hear directly from the Foreign Trade Division at the U.S. Census Bureau on these changes as well as best practices for AES compliance.

Speaker:      

  • Omari Wooden, Senior Foreign Trade Advisor U.S. Census Bureau, Foreign Trade Division

webinarDate: Friday, April 4, 2014
Time: 11:00 a.m. - 1:00 p.m. EST
Location: Webinar
Cost: $50 / $25 for Compliance Alliance members
Contact: Massachusetts Export Center at 617-973-8664

Negotiating and Structuring International Distribution Contracts

AIMMany exporters rely heavily on partners, such as distributors or agents, to generate sales in overseas markets. For exporters, effectively negotiating and structuring contracts with these partners is critical for achieving profits and growth while minimizing confusion, disputes and poor performance in overseas markets. 

How do you achieve a win-win agreement and relationship with your overseas partners? When should and when shouldn’t exclusivity be used as a motivational tool? How can exporters protect themselves in relationships with underperforming partners? 

This webinar will provide guidance for negotiating and structuring contracts with overseas partners, with an eye towards ensuring that the best interests of the exporter are protected. 

Specific issues to be discussed include: getting buy-in from exporter top management and overseas partners; effectively managing contract negotiations; sales and performance requirements; exclusivity; essential contract elements; dispute resolution and more.

This program will include real-world examples and best practices from an actively exporting firm – Randolph Engineering. 

Speakers include:

  • Gil Breiman, Partner & Co-Chair, International Practice Burns & Levinson LLP
  • Ekene Ofodile, Senior Vice President, Sales & Marketing Randolph Engineering, Inc.
  • Rick Waszkiewicz, Director of Sales Operations Randolph Engineering, Inc.

webinarDate: Friday, April 11, 2014
Time: 11:00 a.m. - 1:00 p.m. EST
Location: Webinar
Cost: $50
Contact: Massachusetts Export Center at 617-973-8664

OFAC Webinar Series: U.S. Sanctions Licensing & Policy Update

OFACJoin us for Part 2 of our OFAC Webinar Series, where we will hear directly from the U.S. Department of the Treasury, Office of Foreign Assets Control (OFAC) addressing policies and procedures affecting exporters. 

Topics for discussion include specific licensing programs and processes, enforcement trends, and recent regulatory developments. The webinar will also provide insight on the intersection between OFAC and the Bureau of Industry and Security (BIS) regarding policy and licensing. 

Speakers include:

  • Frank Boudra, Compliance Officer — U.S. Department of the Treasury, Office of Foreign Assets Control (OFAC)
  • Nicole Sayagh, Sanctions Licensing Officer — U.S. Department of the Treasury, Office of Foreign Assets Control (OFAC)

webinarDate:  Friday, April 25, 2014
Time: 
11:00 a.m. - 1:00 p.m. EST
Location:
Webinar
Cost: $35 / no charge for Compliance Alliance members
Contact:
Massachusetts Export Center at 617-973-8664

Export Compliance Unplugged: Best Practices for EAR99 Exporters

cosponsorsWhile the headlines have been all about Export Control Reform lately, the reality is that most exporters are not shipping controlled items and therefore aren’t concerned with complex jurisdictional, export control classification or licensing issues. 

Compliance challenges remain a very real concern for EAR99 exporters, however. Tasks such as sanctions compliance, screening, export clearance and recordkeeping can still represent an onerous obligation for many exporters, especially for those operating globally. Join us to hear directly from a panel of exporters sharing their best practices for ensuring effective compliance in an EAR99 environment. 

Speakers include:

  • Marla Lyon, Trade Compliance Manager Avid
  • Peter Massey, U.S. Exports Manager adidas Group
  • Barry Nathanson, Manager of Worldwide Order Services Nova Biomedical Corporation

Date: Thursday, May 1, 2014
Time:  Registration 8:30 a.m.; Program 9:00 - 11:00 a.m.
Location: Avid, 75 Network Drive, Burlington
Cost: $50 / no charge for Compliance Alliance members
Contact: Massachusetts Export Center at 617-973-8664

Cosponsored by Avid

Fundamentals of Exporting

Would you like to expand your business internationally? Have you had some international inquiries, but weren’t sure how to handle them? Or, do you have some international sales, but wish that you could find a way to increase them? If you answered 'Yes' to any of these questions, this is the program for you!   

This workshop covers all of the most important topics, skills, and resources needed to become a successful exporter. We will discuss all of the major components of the export process:  international sales and marketing; export logistics and finance (including the all-important topic of making sure you get paid).

Additionally, we will identify state and federal resources available to you – many of which are free of charge or very low cost.  Join us for this informative, interactive workshop on how to build your international sales.  

Speaker:

  • P. Ann Pieroway, Western Mass Regional Director Massachusetts Export Center.

Date: Tuesday, May 6, 2014
Time: Registration 9:30 p.m.; Program 10:00 a.m. - 12:00 p.m.
Location: Kittredge Business Center at Holyoke Community College, 303 Homestead Avenue, Room 302, Holyoke
Cost: No charge, but preregistration is required
Contact: Massachusetts Export Center at 413-552-2316

Minimizing Discrepancies in International Letters of Credit

cosponsorDiscrepancies are responsible for much of the headache and added cost associated with using letters of credit in international trade transactions. These challenges can often make exporters avoid using letters of credit altogether, usually resulting in either highly uncompetitive cash-in-advance demands or extremely risky open account terms in foreign markets.

This seminar will provide practical, step-by-step guidance and tips for minimizing discrepancies in international letters of credit.

The program will start with an overview of the international letter of credit process, including the different types and uses of letters of credit. It will also discuss common letter of credit discrepancies, including "built-in" discrepancies and other red flags that can lead to discrepancies.

The seminar will specifically focus on structuring sales quotes and instructions to ensure clean letter of credit documents, and will provide guidance on different options for handling discrepancies when they do arise. 

The program will also feature a panel discussion that will walk participants through a letter of credit case study.

Speakers include:

  • Carla Winfield, Senior Trade Finance Advisor Silicon Valley Bank
  • Other speakers to be announced

Date: Wednesday, May 14, 2014
Time: Registration 8:30 a.m.; Program 9:00 a.m. - 12:00 p.m.
Location: Massachusetts Technology Collaborative, 75 North Street, Westboro
Cost: $50 (includes seminar materials and breakfast)
Contact: Massachusetts Export Center at 508-929-8844

Export Classification, Documentation and Valuation

cosponsorsSorry, this seminar is full.

Have you ever been unsure about how to classify your products for export documentation? Small differences in product description can make a big difference in how a product is classified and assessed duty, or how it is treated under various trade agreements. Yet, it can be very confusing to determine which HTS number is the right one for your product.  

Also, are there times when you have been unsure what value to declare on your commercial invoice and/or export declaration? Are you sometimes uncertain when completing export documentation? Are you unclear on how to value and document export shipments for repairs, returns or warranties?   

Even for experienced exporters, documentary requirements for international trade can be a confusing and ever-changing tangle of papers, forms and regulations.   

Moreover, in today’s heightened regulatory trade environment, errors on export valuation and documentation can lead to penalties, customs problems and shipping delays.

Join us for this hands-on, practical program which will walk participants through the process of completing major export documents, such as the AES, Certificates of Origin, Commercial Invoices and others. The seminar will also focus on correctly classifying products, documenting the value of export shipments, and will include special cases such as warranty or repair shipments. Finally, the seminar will provide guidance on proper usage of Incoterms. Participants are encouraged to bring real-world examples and plenty of questions. Space is limited, so register early!

Speakers include:

  • Roland Shrull, Esquire Middleton & Shrull
  • Harvey Waite II, Vice President of Compliance and Security Oceanair

Date: Wednesday, May 21, 2014  
Time: Registration 8:30 a.m.; Program 9:00 a.m. - 4:00 p.m.  
Location:  South Shore Chamber of Commerce, 150 Hingham Street (Route 228), Rockland
Cost: $110 / $75 for Compliance Alliance members (includes seminar materials, continental breakfast and lunch)
Contact: Massachusetts Export Center at 508-999-1388

Export Regulatory Compliance Update

cosponsorsMost exporters are well aware of the need to be compliant with U.S. export regulations. A cursory effort to comply with export regulations is not enough, however.  Between evolving regulatory policy, stepped-up enforcement efforts, and confusion created by Export Control Reform, the export regulatory compliance environment is now more complex than ever. Companies that don’t take a proactive and preemptive approach to export compliance will fall behind the curve on regulatory changes, leaving themselves open to noncompliance and possible enforcement action.  

This seminar will provide the latest information on export regulatory trends, with a focus on current compliance issues, including:  export regulatory policy developments; special concerns involving product and technology controls such as export control reform, the specially designed rule, encryption, data security and licensing; the expanding reach of the U.S. Treasury Department’s Committee on Foreign Investment in the U.S. (CFIUS) as it relates to export controls; the global anticorruption regulatory landscape; trends in worldwide export controls; channels for influencing export regulatory policy; and much more. 

Speakers will also share best practices across a number of areas, including: management of violations and voluntary self-disclosures; deemed export compliance; compliance program management and more.  The seminar will be followed by a networking reception.

Don’t miss this unique opportunity to hear the latest on export compliance issues and trends from some of the area’s leading export compliance practitioners and experts! This program is expected to sell out and space is limited, so early registration is advised. 
 

Todd Willis Special Video Keynote Speaker
 
Todd Willis, Director, Munitions Control Division
U.S. Department of Commerce, Bureau of Industry and Security
Brian Amero Brian Amero, Director of Global Trade Compliance & Ethics
Teradyne
Jennifer Chunias Jennifer Chunias, Partner
Goodwin Procter LLP
Gus Coldebella Gus Coldebella, Partner
Goodwin Procter LLP
Ken Delaporta Ken Delaporta, Director of Export Compliance
The MathWorks, Inc.
Larry Disenhof Larry Disenhof, Group Director, Export Compliance
Cadence Design Systems, Inc.
Dennis Farrell Dennis Farrell, Director of Global Trade Compliance
Analog Devices, Inc.
David Harris  David Harris, Group Manager, International Trade Compliance, Module Centers & Operations
Pratt & Whitney
no photo  Tammy Horn, Counsel, Governmental Programs
IBM
Keith Jones  Keith Jones, Director, Corporate Security
The Charles Stark Draper Laboratory
Rita Ledonne  Rita Ledonne, Director of Export/Import Operations
Raytheon Company
Lana LePine Lana LePine, Global Trade Compliance & Logistics Lead
Morpho Detection, Inc.
Richard Matheny

Richard Matheny, Partner
Goodwin Procter LLP

Jacob Osburn Jacob Osborn, Associate
Goodwin Procter LLP
Julianne Perkins Julianne Perkins, International Trade Compliance Manager
PerkinElmer, Inc.
Gerard Stegmaier  Gerard Stegmaier, Partner
Goodwin Procter LLP
Lorraine Wall  Lorraine Wall, Senior Licensing Officer
Elbit Systems of America LLC
   

Date: Wednesday, June 11, 2014
Time: Registration 8:30 a.m.; Program 9:00 a.m. - 4:00 p.m.; Networking reception to follow
Location: Goodwin Procter LLP, Exchange Place, 53 State Street, Boston
Cost: $125 / $75 for Compliance Alliance members (includes seminar materials, breakfast, lunch and networking reception; does not include parking)
Contact: Massachusetts Export Center at 617-973-8664

 



Massachusetts Export Center