Massachusetts Export Center
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Fall 2016 calendar

PFT Fall 2016

All events held in Massachusetts unless otherwise noted.


Click here to view a list of seminars offered in the past

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By contacting our office at 617-973-8664 and requesting at least two weeks in advance, every attempt will be made to reasonably accommodate persons with disabilities and those who need translation services.

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FEBRUARY - save the date!
28 23rd Annual International Business Forum and Networking Evening (Boston)

webinarThe Massachusetts Export Center offers webinars on a variety of topics, including Brazil customs, Cuba and Russia sanctions, international channel relationships, export control rules and many, many more topics! Some webinars are offered at no charge and others are a nominal fee. Click here for complete details and access to webinars.

Visit the community calendar for events cosponsored by the Export Center

Program Descriptions 

Real-World Implementation of the New Export Control Definitions
and DCS Rules

Teradyne, Inc.The Bureau of Industry and Security (BIS) and the Directorate of Defense Trade Controls (DDTC) have recently published two sets of landmark companion final rules affecting key definitions and terms under the Export Administration Regulations (EAR) and the International Traffic in Arms Regulations (ITAR), respectively. 

The first set of rules, which took effect on September 1, refined and harmonized several fundamental definitions while also clarifying the application of EAR controls over the electronic transfer and storage of technology and software.  Some of the key definitions harmonized under both the EAR and ITAR include "export," "reexport," "release" and "transfer," with several additional definitions revised under the EAR.

The second set of rules, which will take effect on November 15, revised and harmonized the Destination Control Statement (DCS) under both the EAR and the ITAR. These deceptively complex rules not only impact the DCS verbiage, but they also specify when the DCS must be used and introduce new requirements for provision of certain export control licensing and classification information on the Commercial Invoice.

Join us to hear the specifics of these new rules, including key definitions, requirements, and applications. You will also hear from two export compliance practitioners who will discuss how they are assessing and adapting their export operational procedures and business practices to ensure compliance with the new rules while minimizing disruption.     

Speakers include:

  • Brian Amero, Director of Global Compliance and Ethics — Teradyne, Inc. 
  • Dirk Petersen, Vice President, Contracts & Trade Compliance — AMETEK Aerospace and Defense
  • Tahlia Townsend, Partner — Wiggin and Dana LLP              

Date: Tuesday, October 4, 2016
Time: Registration 9:30 a.m.; Program 10:00 a.m. – 12:00 noon
Location: Teradyne, Inc., 600 Riverpark Drive, North Reading
Cost: $50 / no charge for Compliance Alliance members
Contact: Massachusetts Export Center at 617-973-8664

Creative Uses of Standby Letters of Credit and Other Security Tools for Exporters

Exporters are often faced with challenges in guaranteeing performance for overseas projects, bids or prepaid sales. There is a wide range of solutions available to exporters to help in these situations, including insurance, surety bonds, standby letters of credit, or a combination of these. Standby letters of credit in particular remain a flexible and economical yet underutilized resource for exporters.

This webinar will review all of these tools, with an extensive look at standby letters of credit and how they can be structured to meet the needs of all parties in an export transaction. Different uses of standby letters of credit will be reviewed, including bank or performance guarantees, support of advance payment and payment guarantees, as a secondary or backup means of payment for export sales, and more. 

Join us to learn more about these valuable tools and how they can enhance your export competitiveness!            

Speakers include:

  • John Lavelle, Senior Managing Director, Structured Trade Credit and Political Risk Insurance — EIA Global
  • Thomas Stapleton, Senior Vice President, International Banking — People’s United Bank
  • Zachary Tronti, Structured Trade Credit and Political Risk Insurance Broker — EIA Global

Date: Thursday, October 13, 2016
Time: 11:00 a.m. - 1:00 p.m. EST
Location: Webinar
Cost: $45
Contact: Massachusetts Export Center at 617-973-8664

Essentials of Harmonized Tariff Classification and Free Trade Agreement Compliance

cosponsorsThe importance of tariff classification in international trade transactions cannot be understated. Exporters and importers are responsible for proper classification of their items, while misclassification may result in Customs delays, or worse, costly penalties and possible Customs seizure. And proper tariff classification is the foundation for ensuring compliance with the 14 Free Trade Agreements currently in place between the U.S. and 20 other countries. In addition to accurate classification of items and parts, careful determination and documentation of origin is also necessary in order to take advantage of the duty-free preferences afforded under Free Trade Agreements while ensuring compliance. 

This full-day, hands-on program will provide participants with an in-depth review of the Harmonized Tariff Schedule (HTS), including the HTS structure, General Rules of Interpretation, and classification procedures and best practices. The seminar will also review Free Trade Agreement compliance and origin determination, including rules of origin and related concepts such as tariff shifts, regional value content and de minimis. Proper documentation under Free Trade Agreements will also be discussed.

Attendees are encouraged to bring either a hard copy of the Harmonized Tariff Schedule of the U.S. or a laptop or tablet computer in order to access the HTS online. We will conduct classification exercises and consult specific rules of origin as part of the workshop.    

Speakers include:

  • Matthew Bock, Partner — Middleton & Shrull, LLC
  • Paula Connelly, Principal — Law Offices of Paula M. Connelly
  • Roland Shrull, Founding Partner — Middleton & Shrull, LLC                  

Date: Thursday, October 20, 2016
Time: Registration 8:30 a.m.; Program 9:00 a.m. - 4:00 p.m.
Location: University of Massachusetts Lowell Innovation Hub (iHub), 110 Canal Street, Lowell
Cost: $100 / $50 for Compliance Alliance members (does not include parking)
Massachusetts Export Center at 617-973-8664

Cosponsored by the City of Lowell Office of Economic Development, the Greater Lowell Chamber and the University of Massachusetts Lowell Innovation Hub

Export School Fast Track Certificate Program

The 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, including an overview of cyber security. This comprehensive seminar will offer one-stop-shopping for all of your export questions!

This program is 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:

  • Patrick Carnahan, Special Agent, Western Massachusetts Strategic Partnership Outreach — FBI
  • Patricio Forno, President — AccelerateIBD LLC
  • P. Ann Pieroway, Western Massachusetts Regional Director —  Massachusetts Export Center
  • Tom Stapleton, Senior Vice President, International Department Market Manager — People’s United Bank
  • Sarah Willey, Esquire — WMASSbizlaw

Date: Wednesday, November 9, 2016  
Time: Registration 8:30 a.m.; Program 9:00 a.m. - 3:00 p.m.  
Location: Bay Path University, Sturbridge Industrial Park, 1 Picker Road, Sturbridge
Cost: $95 / $70 for Compliance Alliance members (includes continental breakfast, lunch and seminar materials)
Contact: Massachusetts Export Center at 413-552-2316

Essentials of Export Logistics and Regulatory Compliance

In today’s fast-changing international trade environment, understanding export requirements and regulations is a challenging task for many exporters, even the most experienced ones. New policies and laws constantly come online, with changes often implemented within very short time-frames.

This program will provide an overview of the essentials and recent changes in the areas of documentation, valuation, AES transition to ACE, and customs clearance in foreign markets.

The seminar will also address U.S. export compliance, including relevant government authorities and regulations, jurisdiction, general prohibitions, export control classification and licensing, screening tools and practices, as well as basic elements of an export compliance program.

Speakers include:

  • Christopher Chesna, Principal  — LC Travel & Transport
  • Mark Finnerty, Senior Consultant — DL Exports International

Date: Tuesday, November 15, 2016
Time: Registration 8:30 a.m.; Program 9:00 a.m. - 3:30 p.m.
Location: Massachusetts Technology Collaborative, Karl Weiss Center, 75 North Drive, Westborough
Cost: $100 / $50 for Compliance Alliance members
Contact: Massachusetts Export Center at 617-973-8664

Cloud, Cybersecurity, Encryption and Export Compliance: Assessing the Future of U.S. and Wassenaar Controls

We are in the midst of very dynamic times for information technology export controls. Recent BIS and upcoming DDTC rules will significantly enhance allowances for controlled technology and software to be stored or transmitted via the cloud. Encryption export regulations are also being updated. And the U.S. has gone back to the drawing board to draft a revised rule to implement Wassenaar controls on information security technology, software and services. These U.S. and Wassenaar cybersecurity rules are actively being negotiated and drafted in late 2016 and early 2017. 

Join us to hear from Roz Thomsen, one of the nation’s leading authorities on information technology export controls, who will discuss the latest on these issues. Roz will talk about the Wassenaar export controls on Intrusion Software and IP Network Surveillance Systems, the changes to the Export Administration Regulations governing Cloud Computing, and the last gasp of the Export Control Reform Initiative, updating the Encryption regulations. 

Special guest speaker:

  • Roszel Thomsen II, Partner — Thomsen and Burke, LLP  

Date: Wednesday, November 16, 2016
Time: 11:00 a.m. - 12:30 p.m. EST
Location: Webinar
Cost: $50 / no charge for Compliance Alliance members
Contact: Massachusetts Export Center at 617-973-8664

STEP Program Application Webinar

Join us to learn about the Massachusetts State Trade Expansion Program (STEP), which is available to eligible Massachusetts small businesses for the purpose of increasing export sales of their goods and services (click here to learn more about the STEP program). 

The Massachusetts STEP program is administered by the Massachusetts Office of International Trade and Investment, in collaboration with the Massachusetts Export Center, through a grant from the U.S. Small Business Administration.  

This webinar will discuss the parameters of the Massachusetts STEP program and walk participants through the STEP application process. The webinar will provide guidance on completing the application and discuss specific elements that are critical for successful applicants. The webinar will also provide tips on assessing export readiness and planning international marketing activities in support of the STEP application. 

Please note: There will be no advantage for early applicants. We encourage you to participate in one of the webinars and compile a thorough, thoughtful and strategic application for the greatest chance of approval. Those applicants who have demonstrated a strong commitment to exporting with a well-planned export strategy will have the best likelihood of success!

STEP application deadline is Friday, December 16, 2016.

Date: Wednesday, December 14, 2016
Time: 11:30 a.m. - 1:00 p.m. EST
Location: Webinar
Cost: No charge
Contact: Massachusetts Export Center at 617-973-8664

Export Expo

For complete details, please visit

Join us for the most comprehensive export event of the year that brings together export resources, training and informationall under one roof!

The Massachusetts Export Center's Export Expo provides a forum for exporters to connect with the wide variety of export resources available in Massachusetts while learning about issues that impact their day-to-day export operations. Exhibitors will include law firms, banks, freight forwarders, consulting firms, translation firms, customs and compliance automated solutions providers, and various government and non-profit organizations serving the export community.

Coinciding with the exhibition, the Massachusetts Export Center will convene workshops and panel discussions throughout the day on a wide variety of export-related topics.

The theme for this year's Export Expo will be "Preparing for Change". There has been much discussion about changes and possible rollbacks of various trade policy initiatives during our recent election cycle. While it is too early to tell precisely what changes will take place under the Trump Administration, there are likely to be some policy shifts that will impact companies conducting business globally. This year's Expo will address possible adjustments in sanctions, free trade, immigration, export controls, and other trade policies, and provide practical guidance on how companies should prepare for the future. 

Brian Nilsson  Keynote Speaker:

Brian Nilsson

Deputy Assistant Secretary of State for Defense Trade Controls
U.S. Department of State
Michael Vaccaro   
Michael Vaccaro

Director, Office of Strategic Industries and Economic Security
U.S. Department of Commerce, Bureau of Industry and Security
and special guests:
Susan Esserman
Opening Speaker:
The Honorable Susan Esserman

Former Deputy U.S. Trade Representative and Chair, International Trade Practice
Steptoe and Johnson LLP
[bio]  Special Guest Speaker:
The Honorable William Reinsch

Former Under Secretary of Commerce for Export Administration,
Senior Advisor, Kelley, Drye and Warren LLP, and
Distinguished Fellow, Stimson Center
Eliot St. John Featuring:

Eliot St. John

Sanctions Compliance Officer
U.S. Department of the Treasury, Office of Foreign Assets Control (OFAC)

This year's Expo will feature influential guest speakers, opportunities to connect with experts to answer your specific export questions, networking, and fun! This event regularly sells out. Space is limited, so register early! Click here for the Governor's invitation.


  • Opening Plenary Address: Preparing for Trade Policy Changes in the Future
  • Plenary Address: Best Practices for Export Compliance in a Dynamic Global Trade Environment
  • Workshops/Roundtable Discussions:
    • Global Economic and Trade Outlook
    • Iran, Cuba & Russia: U.S. Sanctions Policy, Best Practices for Compliance, and Outlook for the Future
    • Foreign Corrupt Practices Act: Practical Steps for Compliance
    • Export Enforcement Trends & Best Practices for Managing Violations
    • Immigration and Your Business: Planning for the Future
    • From Free Trade To Drawback—Good Practices To Maximize Savings
    • Export Compliance Automation and Screening
    • Government Resources for Exporters
    • Global Trade Banking & Finance
    • STEP Grant Application Clinic

Exhibitor and sponsorship opportunities are available. If you are ready to exhibit, please click here to register online. If you require additional information about exhibiting, please contact Paula Murphy at 617-973-8664.

Click here to view the listing of Expo sponsors and exhibitors. Be sure to check back often....sponsors and exhibitors are added daily!

Date: Friday, December 9, 2016
Time: Registration and Exhibits Open 8:30 a.m.; Program 9:00 a.m. – 4:00  p.m. (please note new start time of 9:00); Networking reception to follow at the W Boston—sponsored by Amber Road
Location: State Transportation Building, 10 Park Plaza, 2nd Floor Conference Center, Boston
Cost: $35 / no charge for Compliance Alliance members
Massachusetts Export Center at 617-973-8664

Sponsored by:

Massachusetts Export Center Amber Road
Baker & McKenzie 
Oceanair   McCarter & English 
Citizens Bank 
   Pampanin Law Offices Charter Brokerage
Steptoe and Johnson LLP
US Commercial Service   MA Small Business Development Center


Recent Developments in Deemed Exports and Employment Discrimination

The release of technical data or technology to a foreign national in the United States, otherwise known as a "deemed export," has long been a compliance challenge, impacting relations with employees, contractors, interns, vendors, partners, customers, visitors and more. Additionally, 2016 has been an especially active year with a number of deemed export-related developments.  

This webinar will bring you up to speed on the latest developments, including: new regulatory definitions for "export" and "release"; changes to U.S. government views on theoretical access to technical data; balancing deemed export and employment discrimination; how a Department of Justice (DOJ) Technical Assistance Letter may impact how you identify foreign nationals; visa petitions and deemed export compliance considerations; recent enforcement cases; and examples of deemed export compliance best practices. 

Speakers include:

  • Steven Brotherton, Practice Lead for Export Controls & Sanctions — Sandler, Travis & Rosenberg
  • Cynthia Lange, Partner — Fragomen, Del Rey, Bernsen & Loewy, LLP

Date: Friday, December 16, 2016
Time: 11:30 a.m. - 1:00 p.m. EST
Location: Webinar
Cost: $50 / no charge for Compliance Alliance members
Contact: Massachusetts Export Center at 617-973-8664


Save the Date!

23rd Annual International Business Forum & Networking Evening

Join us for the premier international event of the year! This event attracts hundreds of New England companies involved in international business. The evening will feature a global trade and economic outlook, as well as an international resource center with international trade associations and government agencies exhibiting.

The theme this year will focus on "The impact of Moving Goods, People and Capital in the Global Economy".

The global impact from Brexit and the risk of elimination of NAFTA faces new challenges for multinational companies. The recent discussion around the proposed new US corporate tax rate and the impact for Foreign Direct Investment will potentially increase the US workforce, but decrease the amount of inward investment into countries abroad. We face challenges in the workforce of the future and from the ever changing, immigration policies.

Registration and additional details will be posted as they become available.

Date: Tuesday, February 28, 2017*
Time: 5:30 - 8:30 p.m. Registration 5:30; Program 6:00-7:00; Networking follows
Location: Morgan Lewis, Boston
Cost: $45 for GBANE members; $60 for non-members and at the door
Contact: Massachusetts Export Center at 617-973-8664

* snow date - March 1

Massachusetts Export Center