Massachusetts Export Center
 
Calendar of International Seminars & Events 
Seminar and Cancellation Policies
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Archived Webinars
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Spring 2015 calendar


PFT Spring 2014

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All events held in Massachusetts unless otherwise noted.

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For training offered by the MSBDC, visit www.msbdc.org/training

 
 



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  April 
30 Global Trade Compliance Automation Benchmarking Roundtable (North Reading)
  May 
6 Export School Fast-Track Certificate Program (Sturbridge)
13 Deemed Export Compliance & Technology Control Plan Development (webinar)
20 Export Classification, Documentation and Valuation (Mansfield)
  June
5 Best Practices for Export End Use Screening (Burlington)
11 Exporting Under License Exceptions & De Minimis (webinar)
18 Winning the China Challenge: Getting Your Goods In and Your Money Out (webinar)
  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
  • Complying with the New Foreign Trade Regulations Export Requirements
  • Negotiating and Structuring International Distribution Contracts
  • Russia Sanctions Update: US and EU Requirements for Compliance
  • Developing an Integrated Global Trade Compliance Program
  • Complying with Encryption Export Controls
  • Understanding Incoterms
  • Cuba Sanctions Update
  • Establishing & Managing International Channel Relationships
  • Deemed Export Compliance & Technology Control Plan Development
  • Exporting Under License Exceptions & De Minimis
  • Winning the China Challenge: Getting Your Goods In and Your Money Out
     
 
cameraClick on camera to view photos from the Export Regulatory Compliance Update seminar that was held at Goodwin Procter LLP in Boston on June 11, 2014.
 
Visit the community calendar for events cosponsored by the Export Center


















































 
   
Program Descriptions 

cosponsorsUnderstanding Incoterms

Learn to decode the secret language of Incoterms and how to make them work to your advantage in sales contracts! 

Through this webinar, you will learn: how to choose the right Incoterms rule; the best rules for global purchasing and sales; applying Incoterms to domestic transactions; insurance requirements; and more. 

Speakers include:

  • Robert Stein, Vice President – Mohawk Global Trade Advisors
  • Jim Trubits, Vice President – Mohawk Global Trade Advisors

Date: Friday, March 6, 2015
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

Cuba Sanctions Update

AIMPresident Obama’s recent historic announcement to reopen diplomatic relations between the U.S. and Cuba was quickly followed by regulatory changes intended to facilitate the expansion of trade between the two nations. 

Both the Office of Foreign Assets Control (OFAC) and the Bureau of Industry and Security (BIS) issued these regulatory changes, which include: a new OFAC rule, including a new General License, easing of travel restrictions and facilitation of authorized financial transactions; enhancements to the Export Administration Regulations (EAR), including a new license exception; and more. 

This webinar will review these new rules, address restrictions still in place, and discuss how businesses can take advantage of these changes. The webinar will also provide an outlook for future business opportunities in Cuba. 

Speakers include:

  • Jonathan Epstein, Partner – Holland & Knight (Washington, DC)
  • Karen Russell, President – IBS Commodities, Inc.
  • Bennett Schwartz, Senior Vice President & Director of International Banking – TD Bank

Date: Thursday, March 12, 2015
Time: 12:00 - 1:00 p.m. EST
Location: Webinar
Cost: No charge
Contact: Massachusetts Export Center at 617-973-8664

Establishing & Managing International Channel Relationships

Most exporters depend on channel partners, such as distributors or sales reps, to generate sales in overseas markets. In fact, an exporter’s success in an overseas market is often directly tied to the effectiveness of the company’s channel partner in that market. 

Effectively negotiating and structuring contracts with these partners is equally critical for achieving profits and growth while minimizing confusion, disputes and poor performance.  This webinar will provide tips for finding reliable overseas partners and providing the support and motivation they need in order to effectively generate sales. 

The webinar will also provide guidance for achieving a win-win agreement and relationship with overseas channel partners. Specific topics to be discussed include identifying, qualifying, managing, supporting and motivating overseas channel partners; effectively managing contract negotiations; sales and performance requirements; exclusivity; essential contract elements; dispute resolution alternatives and more. 

The program will also include real-world examples and best practices from an exporting firm who will discuss its strategies for success. This webinar will benefit top management, international sales and marketing staff, export operations staff, and in-house counsel. 

Speakers include:

  • Pamela Hoffman, Principal – Hoffman Channel Sales
  • Richard Meyerhoff, Vice President of Global Channel Management & Sales –
    L-3 Communications

Date: Thursday, April 2, 2015
Time: 11:00 a.m. - 1:00 p.m. EST
Location: Webinar
Cost: $50
Contact:
Massachusetts Export Center at 617-973-8664

Complying With U.S. Export Controls

BISThis two-day program is led by BIS's professional counseling staff and provides an in-depth examination of the Export Administration Regulations (EAR).

The program will cover the information exporters need to know to comply with U.S. export control requirements on commercial goods.

We will focus on what items and activities are subject to the EAR; steps to take to determine the export licensing requirements for your item; how to determine your export control classification number (ECCN); when you can export or reexport without applying for a license; export clearance procedures and record keeping requirements; Export Management Compliance Program (EMCP) concepts; and real life examples in applying this information.

The speakers will conduct a number of "hands-on" exercises that will prepare you to apply the regulations to your own company's export activities. This program is well suited for those who need a comprehensive understanding of their obligations under the EAR.

Speakers include:

  • Ross Crumlish, Senior Sanctions Licensing Officer - OFAC Heather
  • Ashley Hrytsyshyn, Analyst, Trade Regulations Branch - U.S. Census Bureau
  • Betty Lee, Microbiologist, Office of Nonproliferation & Treaty Compliance - BIS
  • John McKenna, Special Agent-in-Charge - Office of Export Enforcement
  • Tim Mooney, Senior Export Policy Analyst - BIS
  • Kenneth Whaley, Export Counselor - BIS

BIS Cancellation Policy: For the BIS-cosponsored events, the cancellation deadline for a refund is April 6, 2015. After that date, no refunds will be processed. This supersedes the Massachusetts Export Center's normal cancellation policy.

Exhibitor Opportunity: Join us as an exhibitor for our upcoming BIS export training events and meet face-to-face with key export compliance practitioners and decision makers!  Our exhibitor package includes registration for one attendee and a draped exhibit table immediately outside of the training room for all three days with the opportunity to display popup or tabletop banners, distribute literature and collect business cards. Click here for further details and to register.

Dates: Tuesday, April 14 and Wednesday, April 15, 2015
Time: Registration 8:00 a.m.; Program 8:30 a.m. - 4:00 p.m.
Location: Wyndham Boston Beacon Hill, 5 Blossom Street, Boston
Cost: $450 this event only or $630 for all three days (includes the April 16th ITAR to EAR License Procedures)
Contact: Massachusetts Export Center at 617-973-8664

BISITAR to EAR License Procedures

This one-day program will discuss changes in licensing jurisdiction as a result of the Export Control Reform Initiative, transition issues for export authorizations, comparing and contrasting licensing procedures under the State and Commerce regulations, application procedures and modalities, and compliance trends. 

The speakers are experienced export policy and licensing specialists and engineers from the Department of State, Directorate of Defense Trade Controls, and the Department of Commerce, Bureau of Industry and Security. The speakers will be available throughout the seminar to answer your questions. 

Prerequisite: If selecting the one-day ITAR to EAR License Procedures only program, participants should, at a minimum, have a working knowledge of the Export Administration Regulations, and an understanding of what is required to comply with U.S. export requirements.

Speakers include:

  • Jessica Blum, Compliance Specialist, Office of Defense Trade Controls Licensing - DDTC
  • Thomas Defee, Senior Engineer, Munitions Control Division - BIS
  • Yolanda Gantlin, Acting Chief, Sea and Night Vision Division - DDTC
  • Timothy Mooney, Senior Export Policy Analyst - BIS
  • Kenneth Whaley, Export Counselor - BIS

BIS Cancellation Policy: For the BIS-cosponsored events, the cancellation deadline for a refund is April 6, 2015. After that date, no refunds will be processed. This supersedes the Massachusetts Export Center's normal cancellation policy.

Exhibitor Opportunity: Join us as an exhibitor for our upcoming BIS export training events and meet face-to-face with key export compliance practitioners and decision makers!  Our exhibitor package includes registration for one attendee and a draped exhibit table immediately outside of the training room for all three days with the opportunity to display popup or tabletop banners, distribute literature and collect business cards. Click here for further details and to register.

Date: Thursday, April 16, 2015
Time: Registration 8:00 a.m.; Program 8:30 a.m. - 4:30 p.m.
Location: Wyndham Boston Beacon Hill, 5 Blossom Street, Boston 
Cost: $210
Contact: Massachusetts Export Center at 617-973-8664

Global Trade Compliance Automation Benchmarking Roundtable

TeradyneMany exporters rely heavily on automation solutions to effectively manage their global trade and compliance operations. While these solutions have clear benefits for streamlining and expediting the global trade process, implementation, technical integration and operation of these systems can often be challenging. 

Join us for this roundtable discussion between exporters that will allow participants to "compare notes" on solutions that have been effective in addressing some of the challenges associated with compliance automation. 

Topics to be discussed include: budget justification; cost savings determination; internal IT support; ERP integration; and management of automation requirements, including screening, licensing, tariffs, free trade agreements, OGA requirements, and more. 

No agenda, no PowerPoints...just a give-and-take discussion between exporters.    

Date: Thursday, April 30, 2015
Time: Registration 8:30 a.m.; Program 9:00 - 11:00 a.m.
Location: Teradyne, Inc., 600 Riverpark Drive, North Reading
Cost: $25 / no charge for Compliance Alliance members
Contact: Massachusetts Export Center at 617-973-8664

register online

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. 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, as well as an optional CGBP exam review session at the end of the program.

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.

Speakers include:

  • Eric Busenburg, Vice President Operations – Euro-American Air Freight Forwarding Company, Inc.

  • Patricio Forno, International Business Development Manager – Iredale Mineral Cosmetics, Ltd.

  • 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, Attorney – Nelson Kinder + Mosseau, PC 

Date: Wednesday, May 6, 2015
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: $95 / $70 for Compliance Alliance members (includes continental breakfast, lunch and seminar materials)
Contact:
Massachusetts Export Center at 413-552-2316

register online

Deemed Export Compliance & Technology Control Plan Development

The Deemed Export rule is a special provision of U.S. export regulations that treats the transfer of controlled technology or technical data to foreign nationals – even within U.S. borders – as an export transaction for export control purposes. 

Deemed exports can involve employees, customers, contractors, suppliers, visitors and more. The very nature of deemed exports means that compliance pervades every aspect of a company, ranging from HR to engineering to security and beyond. 

In order to effectively manage deemed export compliance, many companies implement a Technology Control Plan (TCP), which provides measures to prevent unauthorized release of controlled technology or technical data for export compliance purposes. 

Join us for this webinar to learn the ins and outs of deemed export compliance, including:  which technology or technical data is subject to the rule; the differences between deemed export treatment under the ITAR and the EAR; licensing requirements and license exception usage; screening of foreign nationals and certification of deemed export compliance on the U.S. Citizenship and Immigration Services Form I-129; elements of a Technology Control Plan and procedures to ensure compliance. 

The speaker will be:

  • Michael Dobson, International Trade Associate – Kelley Drye & Warren LLP (Washington, DC)

Date: Wednesday, May 13, 2015
Time: 11:00 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

register online

Export Classification, Documentation and Valuation

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.    

Speakers include:

  • Paula Connelly, Principal – Law Offices of Paula M. Connelly
  • Nancy Lowd, Senior International Trade Advisor – Massachusetts Export Center
  • Ken White, Senior Business Development Officer – UPS Capital
  • Additional speakers TBA

Date: Wednesday, May 20, 2015
Time: Registration 8:30 a.m.; Program 9:00 a.m. - 3:00 p.m.  
Location: HarborOne U, 131 Copeland Drive, Mansfield
Cost: $110 / $75 for Compliance Alliance members (includes seminar materials, continental breakfast and lunch)
Contact: Massachusetts Export Center at 508-999-1388

register online

Best Practices for Export End Use Screening

iRobotIt’s the dirty little secret of export regulatory compliance. 

Everyone knows that the general prohibitions specify several restricted end uses, but it is rare for anybody to actually screen for them. Unless end user screening is mandated as a condition for an export license, the reality is that most exporters do not screen for end use. 

Join us for this briefing, where you will hear end use screening best practices from some of the area’s leading exporting firms. Learn about the restricted end uses, effective use of end user statements, when to escalate screening efforts, when licensing requirements kick in, and tips for fulfilling screening obligations while minimizing customer reporting. 

Speakers include:

  • Matt Billingsley, Trade Compliance Manager – iRobot Corporation
  • Tammy Cochran, Export Control Officer & Assistant FSO – American Science and Engineering, Inc.
  • William Lopes, Export Licensing Manager – Raytheon Company

Date: Friday, June 5, 2015
Time: Registration 8:30 a.m.; Program 9:00 - 11:00 a.m.
Location: iRobot Corporate Headquarters, 8 Crosby Drive, Bedford
Cost: $50 / no charge for Compliance Alliance members
Contact: Massachusetts Export Center at 617-973-8664

register online

Exporting Under License Exceptions and De Minimis

The good news is that there are more available export license exceptions than ever, allowing U.S. exporters to ship an ever-increasing number of items without the normally-required licenses. 

The bad news is that many export license exceptions can be complex and onerous, leaving many exporters confused or even opting to obtain a license instead of using the available exception. 

Join us for this webinar to learn about the major export license exceptions, appropriate use, and applicable conditions for each. You will also learn about license exception usage for items impacted by Export Control Reform. 

The webinar will also provide guidance on BIS De Minimis provisions, which exempt certain items from the EAR if they are incorporated into a foreign-made item and meet specific requirements. 

Learn how to take advantage of these underutilized tools provided by the federal government to benefit U.S. exporters! 

Our featured speaker will be:

  • Ian Moss, International Trade Counsel – Goulston & Storrs  

Date: Thursday, June 11, 2015
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

register online

Winning the China Challenge: Getting Your Goods in and Your Money Out

Date: Thursday, June 18, 2015
Location: Webinar

Further details & registration coming soon...



Massachusetts Export Center