Massachusetts Export Center
Calendar of International Training & Events 
Special thanks to our corporate sponsor
The Provident Bank

Seminar and Cancellation Policies
Archived Webinars
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Fall 2017 calendar

Partners for Trade

All events held in Massachusetts unless otherwise noted.


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

For training offered by the MSBDC, visit

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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15 CFIUS Regulations for Foreign Investment in the U.S.: Anticipated Trends and Lessons Learned from Recent Cases (webinar) *postponed*

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 

STEP Grant Application Webinar

You may view this webinar via the archived section of our website by clicking here.

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. Those applicants who have demonstrated a strong commitment to exporting with a well-planned export strategy will have the best likelihood of success!

The deadline for the grant is Friday, September 29, 2017 at 5:00 p.m. EST.

Date: Friday, September 15, 2017
Time: 11:30 a.m. - 1:00 p.m.
Location: Webinar
Cost: No charge

Understanding VAT & GST for U.S. Exporters

You may view this webinar via the archived section of our website by clicking here.

Many exporters struggle to understand multi-jurisdictional VAT & GST regulations in the foreign markets where they do business. 

Companies exporting to Canada, for example, may have difficulty determining if they meet the definition of a non-resident business, requiring GST registration.  Moreover, with many VAT regimes in the EU and India’s new GST rollout, navigating VAT/GST laws is becoming increasingly complex. 

Join us for this webinar where we will hear from on-the-ground VAT/GST experts in Canada, India and Europe. Our speakers will provide the information needed to determine requirements and navigate laws for VAT/GST in these markets, and discuss the registration, recovery reporting processes from the perspective of the U.S. exporter. Our speakers will also discuss strategies for negotiating VAT/GST obligations with foreign buyers. 

Speakers include:

  • Chirag Bakshi, Partner — K.C. Mehta & Co. (India)
  • Michael Fitton, Partner — Lohn Caulder LLP (Canada)
  • Daphne Hemingway, Partner — Blick Rothenberg (UK)
  • Milin Mehta, Partner — K.C. Mehta (India)
  • David MacInnes, Senior Manager — Lohn Caulder LLP (Canada)

Date: Friday, September 29, 2017
Time: 10:00 - 11:30 a.m. EST
Location: Webinar
Cost: $50 / no charge for Compliance Alliance members
Contact: Massachusetts Export Center at 617-973-8664

Developing Your Export Compliance Program

cosponsorsAny company that is serious about exporting needs a formal export compliance program in place. Export compliance programs demonstrate a company’s commitment to compliance and outline specific policies and procedures to ensure compliance, taking into account the company’s entire global organization, specific products and technologies, international business activities and more. Developing and managing a truly functional and adaptable export compliance program can be an overwhelming and challenging task for many businesses, however.    

Join us for this workshop for practical guidance on developing an export compliance program, including: risk assessment; export compliance team building; integration of export compliance operations; and other critical elements for an effective export compliance program.

The workshop will also touch upon assessing the effectiveness of export compliance operations and maintaining a dynamic compliance program that keeps pace with organizational and regulatory changes. Participants are also encouraged to join us for our follow-up program on Best Practices for Export Compliance Auditing & Oversight on October 26 in Burlington. 

The speaker will be Jennifer Saak, Managing Director of Traliance LLC [bio].

Date: Friday, October 6, 2017
Time: Registration 9:00 a.m.; Program 9:30 a.m. - 12:30 p.m. 
Location: Harvard Innovation Lab, 125 Western Avenue, Allston (parking available in the metered lot at 127 Western Avenue or in the Harvard Business School lot, also accessible from Western Avenue)
Cost: $50 / no charge for Compliance Alliance members
Contact: Massachusetts Export Center at 617-973-8664

Cosponsored by Harvard Innovation Lab

Best Practices for Export Compliance Auditing and Oversight Avid

Even the best export compliance program requires ongoing oversight and periodic auditing in order to expose weaknesses, address deficiencies and ultimately improve the efficacy of the program. The practice of export compliance auditing is particularly important in today’s dynamic regulatory environment in order to minimize compliance vulnerabilities. 

During this briefing, you will hear directly from export compliance practitioners about procedures and best practices for export compliance auditing and oversight. This program will provide guidance on various auditing options, development of audit modules and techniques, audit follow-up strategies and handling of violations that might be uncovered in the process. 

Join us for the tools and tips that you need to tighten up your export compliance operations! 

Speakers include:

  • Michael MacDonald, Trade Compliance Manager — The Charles Stark Draper Laboratory
  • Thomas Porro, Export Control Compliance Manager — University of Massachusetts Lowell
  • Robert Prendergast, Global Trade Manager, Office of General Counsel — Raytheon

Date: Thursday, October 26, 2017
Time: Registration 9:30 a.m.; Program 10:00 a.m. - 12:00 noon
Location: Avid Technology, 75 Network Drive, Burlington
Cost: $50 / no charge for Compliance Alliance members
Contact: Massachusetts Export Center at 617-973-8664

Cosponsored by Avid Technology

Export Classification, Valuation and Documentation

cosponsorsHave you ever been unsure about how to classify your exports or what value to declare in AES or on your commercial invoice? 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 and documenting the value of export shipments, including 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.


  • Matthew Bock, Esq. Partner — Middleton & Shrull
  • Laura Mullen, President — L.J. Rogers Inc.

Date: Wednesday, November 1, 2017 
Time: Registration 9:00 a.m.; Program 9:30 a.m. – 3:30 p.m.
Location:  UMass Dartmouth Center for Innovation and Entrepreneurship, 151  Martine Street, Fall River
Cost: $95 / $75 for Compliance Alliance members - includes continental breakfast, light lunch and seminar materials
Contact: Massachusetts Export Center at 508-999-1388

Cosponsored by the UMass Dartmouth Center for Innovation and Entrepreneurship, SouthCoast Chamber of Commerce, and Bristol County Chamber of Commerce

Understanding the New China Export Control Law

You may view this webinar via the archived section of our website by clicking here.

In an effort to strengthen its export control regime, China drafted a new Export Control Law which, if enacted, will align its export control system more closely to those of other countries, including the U.S. If passed, the ECL is due to take effect in 2018. 

While the proposed law would bring China closer to fulfilling its international obligations under the UN Security Council, many U.S. exporters have questions about how it will affect their operations and sales in the country if enacted as drafted. 

Some of the key points of concern include newly created re-export regulations that will place tighter controls on the re-export of goods with a certain percentage of foreign content; deemed export controls affecting non-Chinese citizens, including residents of Taiwan and Hong Kong; on-site inspections of end-users, and a strict licensing review process. Affected U.S. companies will be those with customers, manufacturing operations, subsidiaries or business travel in China. 

Join us for this webinar to learn about how to prepare your business for possible changes under this new landmark Export Control Law. 

Our speaker will be Anne H.Y. Peng, Special Counsel with Baker McKenzie (Hong Kong).

Date: Thursday, November 2, 2017
Time: 9:00 - 10:30 a.m. EST
Location: Webinar
Cost: $50 / no charge for Compliance Alliance members
Contact: Massachusetts Export Center at 617-973-8664

Advanced International Letters of Credit and Export Financing

The Provident Bank, PNC BankThis seminar will review the entire letter of credit process, from the initial proforma invoice or quote to the actual shipment and payment. The program will discuss real-world letter of credit mechanics with an extensive look at how letters of credit can be structured to meet the specific needs of the buyer and the seller. Different types and uses of letters of credit will be reviewed, including transferable letters of credit, standby letters of credit, assignment of proceeds and banker’s acceptances.

The seminar will also review letter of credit documents, common discrepancies, Incoterms and shipping documents. Hands-on, interactive format and case studies based on real-life situations will offer participants an opportunity to bring up their own questions and concerns.      

In the final part of the program, we will focus on export financing programs. The following programs will be discussed: export working capital financing under the ExIm Bank Guaranty Program, export working capital financing through the SBA Guaranty Program, as well as various types of medium-term financing beneficial for exporters.     

Company personnel who handle letter of credit transactions and personnel at the accounting and finance level are encouraged to attend. This program will also be of benefit to marketing and sales staff who need to be thoroughly versed in payment options in order to properly arrange international payment terms.    

Speakers include:

  • Kenneth Bender, Vice President & International Advisor — PNC Bank
  • Anthony Guide, Vice President & International Advisor — PNC Bank
  • Leanne Spees, Senior Vice President, International Finance — The Provident Bank

Date: Thursday, November 9, 2017  
Time: Registration 8:30 a.m.; Program 9:00 a.m. - 3:00 p.m.
Location: Massachusetts Tech Collaborative, Karl Weiss Center, 75 North Drive, Westborough
Cost: $95 includes breakfast and lunch
Contact: Massachusetts Export Center at 508-887-5412

Cosponsored by The Provident Bank and PNC Bank

Export Expo

Export ExpoVisit our Export Expo page for the most up-to-date information. Also, view photos from last year's event and detailed information on the Expo, including speakers, sponsors and exhibitors!

Join us for the state’s largest and most important export event of the year that brings together resources, training and information for the local exporting community!

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. 

The event will include an exhibit area featuring government, non-profit and private sector service providers serving the export community. Coinciding with the exhibition, the Export Center will convene workshops and roundtable discussions throughout the day on a wide variety of export-related topics.

This year's event will focus on uncertainty in the current global trade landscape, including possible shifts in U.S. trade policy. Hot-button issues such as NAFTA renegotiation, free trade policy, export controls, sanctions and more will be addressed, with a focus on helping companies to navigate a dynamic and increasingly complex global trade climate.

Expo guest speakers
The Export 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!

We are happy to announce that the keynote speaker for this year's Expo will be Richard Ashooh, Assistant Secretary of Commerce for Export Administration (photo top) [bio].

In addition, we welcome special guest speakers:

  • Peter Cazamias, Associate Administrator for International Trade for the U.S. Small Business Administration (photo middle) [bio]

  • Christina Sevilla, Deputy Assistant U.S. Trade Representative with the Office of the U.S. Trade Representative (photo bottom).

This year's Expo will feature an Export Town Hall Forum led by the Massachusetts joint legislative committee on export development and featuring special guests from BIS, USTR and SBA. The forum will be moderated by Senator Eileen Donoghue, chair of Joint Committee on Export Development and Representative Lori Ehrlich, chair of the Joint Committee on Export Development. A full speaker roster is available at

Date: Friday, December 8, 2017
Time:  Registration & Exhibits Open at 8:30 a.m.; Program 9:00 a.m. – 4:00 p.m.; Networking reception to follow  
Location: State Transportation Building, 2nd Floor Conference Center, 10 Park Plaza, Boston - includes workshops, exhibits, breakfast, lunch and networking reception
Cost: $35 / no charge for Compliance Alliance members
Contact: Massachusetts Export Center at 617-973-8664

CFIUS Regulations for Foreign Investment in the U.S.: Anticipated Trends and Lessons Learned from Recent Cases

Sorry, this webinar has been postponed. New date TBA.

CFIUS is an inter-agency committee of the U.S. government authorized to review, investigate and block any transaction or investment that could result in the control of any U.S. business or asset by a foreign person that may raise national security concerns or involve critical infrastructure. At its core, CFIUS is made up of representatives from nine federal agencies and is chaired by the Department of Treasury.

CFIUS reviews have sharply risen in recent years as foreign investment in the U.S. has increased. Moreover, the recent blocking of China-backed Canyon Bridge Capital Partners to acquire Lattice Semiconductor confirms speculation that CFIUS reviews are likely to face increased scrutiny under the Trump Administration, with an anticipated increase in mitigation requirements, withdrawals and blocks.

Join us for this webinar to learn about the CFIUS review process, including key players, steps, recent trends and outlook for the future. The webinar will also provide insight on preparing for CFIUS reviews, including risk assessment, filing preparation and strategies for working with CFIUS.

Our speaker will be Kerry Scarlott, partner with BakerHostetler.

Date: Friday, December 15, 2017
Time: 11:30 a.m. – 1:00 p.m. EST
Location: Webinar
Cost: $50 / no charge for Compliance Alliance members
Massachusetts Export Center at 617-973-8664

Massachusetts Export Center