Growing Trade Through Education

Transcription

1 ROCKY MOUNTAIN WORLD TRADE CENTER INSTITUTE Growing Trade Through Education SPRING 2016 TRAINING GUIDE A Beginner s Guide to Exporting & Importing Virtual Webinar 2/16 Foundations of Incoterms 2/17 Comprehensive Incoterms 2/17 Export Documentation, Shipping, and 2/24 Insurance International Business & U Student 2/25 Conference Bootcamp for Importers 3/8 Import Logistics 3/10 Trade Finance & Letters of Credit 3/16 BIS: Complying with US Export Controls 3/23-24 Import Compliance 3/29 Developing Your Export Strategy 3/30 International Traffic and Arms Regulation (ITAR) 4/5 NAFTA Documentation & Regulations 4/26 World Trade Day Exploring Our Pacific Partners IT / Electronics Export Training Specialized export training for each Industry (to be held over multiple dates) 5/19 TBD International Business Skills

2 ROCKY MOUNTAIN WORLD TRADE CENTER INSTITUTE The Rocky Mountain World Trade Center Institute is the premier international business skills training institute in the region. We are dedicated to providing practical, real-world training to ensure that you and your peers remain up-to-date on all aspects of international trade. The Institute works in partnership with World Trade Center Denver member companies to provide training on the practical and operational aspects of international trade and business transactions. Certificate in International Trade A Certificate in International Trade from the Rocky Mountain World Trade Center Institute demonstrates a depth of understanding in a range of international business concepts gained from interacting with the region s experts. The international business training offered by the Institute has been recognized nationally and internationally, receiving a prestigious "Best Practices" award from the New York-based World Trade Centers Association (WTCA), several awards from the National Association of Small Business International Trade Educators (NASBITE) for outstanding trade education, and most recently was a proud recipient of the President s E Award for Export Service. Several of our instructors have also been recognized at the local and national levels for their relevant and outstanding training skills. Requirements: To receive a Certificate in International Trade, applicants must attend the following within a three-year period. $2250 Non-Members 48 credit hours of Institute educational training (about 10 courses) $1400 Members One World Trade Day Conference (annual event in May) One World Trade Center Annual Meeting (annual event in September) $700 Students The Certificate in International Trade program has been a fantastic learning experience and a great complement to my graduate studies. However, the best part about the program is the networking. Committing to 48 hours of courses may seem daunting at first, but it allows you to network with a core group of fellow World Trade Center Members on a regular basis. Learning about their international business experience has allowed me to consider opportunities I didn t even know were out there. Ryan Economy, BayWa r.e. Solar Projects - Certificate in International Trade, 13 Special Thanks To Our Sponsors

3 A Beginner s Guide to Exporting & Importing Tuesday, February 16, :00 p.m. - 1:30 p.m. Members Free Non-Members $15 Virtual Webinar Want to get involved in international business but have no idea where to start? This webinar will introduce you to the world of international business from a beginner s perspective and highlight critical resources. This comprehensive package of resources will help you learn what questions to ask and how to get started in international trade. This training is recommended for anyone who has never exported or imported before and is interested in learning more about the process and available resources. A recorded version of this webinar is also available anytime online at institute.wtcdenver.org. Global Logistics, Strategy, and Operations Foundations of Incoterms 2010 Wednesday, February 17, :30 a.m. - 12:30 p.m. International Commercial Terms, better known as Incoterms, are the three most important letters in any international sales contract. Before you can understand export or import documentation and compliance, you must understand the basics of Incoterms. Incoterms determine which party is responsible for costs if a shipment is damaged in transit. The point of delivery, not ownership of the goods, transfers according to the Incoterm used. This course, offered by the regional expert in Incoterms, gives you a foundation for knowing the eleven different rules (which differ greatly from domestic shipping terms, such as FOB). These rules were updated in This half-day seminar provides a basic overview of the rules and materials you need in order to use these improved Incoterms to your advantage as a seller or buyer. This training is recommended for all exporters, importers, international sales personnel, purchasing agents, legal counsel, and finance and logistics professionals. This class is available online anytime at institute.wtcdenver.org. Instructor Roy Becker, Roy Becker Seminars Advanced Incoterms 2010 Wednesday, February 17, :30 p.m. - 4:30 p.m. Attendees must have completed the Foundations of Incoterms 2010 training or obtain permission to attend this advanced course. This advanced level course takes an in-depth look into each of the eleven different Incoterms. We analyze each of the rules, detailing the individual risks, tasks, and costs to solidify your understanding and comfort level. This exercise also demonstrates how Incoterms play a crucial role in all aspects of international business transactions. Roy Becker has a unique training style, using real-life anecdotes and case studies to create a dynamic and interactive learning environment. Bring your copy of the official ICC Incoterms 2010 rules with you to the class for an enhanced experience (not required). This training is recommended for all exporters, importers, international sales personnel, purchasing agents, legal counsel, and finance and logistics professionals. Instructor Roy Becker, Roy Becker Seminars If you take both Foundations and Advanced Incoterms, lunch will be provided between classes. Developing Your Export Strategy Wednesday, March 30, :30 a.m. - 4:30 p.m. Members $250 Non-Members $350 Taught by the 2013 NASBITE International Trade Educator of the Year, this training focuses on developing a strategic and tactical plan for entering new export markets, including selecting the right market for your product or service, determining how best to enter the market (through export brokers, sales reps, distributors, etc.), where to make the contact necessary to get you there successfully, and how to deal with the unique challenges that you will face once you are there. This class explores the practical business side of foreign regulations, language and logistical barriers, and fending off the inevitable invitation to corruption. Through a combination of lecture, discussion, and real-world context, you can actually begin to develop the footprint of a successful market entry plan for your business. This training is recommended for (1) Business owners or the people in a company responsible for international market development to understand how to improve their chances of creating profitable outcomes from export markets; or (2) People trying to get a broad-based practical business view of the issues and challenges involved in taking a business into foreign markets - this could be people with a business or business idea, who are just beginning to think about exporting, business consultants, who are moving more into international business issues with their clients, and students of international business interested in a practical perspective on what they ve been learning. An online version of this class is also available anytime at institute.wtcdenver.org. Instructor Craig Maginness, ExIn Global Strategies Register Online TODAY at

4 Documentation, Regulations, & Compliance Export Documentation, Shipping, and Insurance Wednesday, February 24, :30 p.m. - 4:30 p.m. Local experts provide in-depth review and real-world examples on the following topics: introduction and review of basic export documents, how the documentation process affects payment and Customs clearance, Incoterms, export regulations and compliance, classifying your merchandise under the Schedule B, the role of a freight forwarder, the importance of cargo insurance, letters of credit, temporary exports, and the Automated Export System. This training is recommended for personnel with companies exporting from the USA; including logistics, sales, legal, financial and management departments. This class is available online anytime at institute.wtcdenver.org. Instructors Roy Becker, Roy Becker Seminars and Jude Buemi, Adcom Worldwide International Traffic in Arms Regulations (ITAR) Tuesday, April 5, :30 a.m. - 4:30 p.m. Members $250 Non-Members $350 ITAR controls the export and import of defense articles, technical data and services, including certain aerospace technology and products. Understanding ITAR requirements and how to comply is fundamental to prevent costly violations. Join attendees from other companies and organizations to learn about the ever-changing ITAR, including: Basic and intermediate discussions of ITAR requirements Export Control Reform (including recent and proposed) Case studies on ITAR compliance and enforcement This training is recommended for exporters, importers, sales and legal personnel, and management. Instructors Dave Glynn, Holland & Hart and Lizbeth Rodriguez-Johnson, Holland & Hart NAFTA Documentation & Regulations Tuesday, April 26, :30 a.m. - 12:30 p.m. Geotech 2650 East 40th Avenue, Denver, CO, This course will provide you with a comprehensive explanation of how to make a NAFTA qualification determination by using the NAFTA Rules of Origin and applying the Customs concepts of classification, valuation, and country of origin. You will also learn how to prepare the NAFTA Certificate of Origin. Real-world examples will bring these concepts to life. In addition, you will learn about basic NAFTA enforcement. This course will provide a good foundation for anyone who wishes to take advantage of our large trading partners (Canada and Mexico) or who needs to fill out a NAFTA Certificate of Origin. This training is recommended for anyone who is or wants to be involved in North American trade. It is especially useful for export and import managers, legal and regulatory professionals, and compliance managers. Instructors Ivan Koves, Holland & Hart and Greg Steele, CoorsTek Bureau of Industry & Security: Complying with U.S. Export Controls Wednesday - Thursday, March 23-24, :30 a.m. - 4:30 p.m. Members $500 Non-Members $550 Geotech 2650 East 40th Avenue, Denver, CO, This 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 re-export 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. Presenters will conduct a number of "hands-on" exercises that will prepare you to apply the regulations to your own company's export activities. This training is recommended for those who need a comprehensive understanding of their obligations under the EAR. IT Export Training Series The Rocky Mountain World Trade Center Institute is proud to be a partner on the State of Colorado s Advanced Industries Export Accelerator Program. As a result of Colorado s Office of Economic Development and International Trade support, we are providing a customized series of educational programs targeted specifically toward the IT industry. This will include a mix of inperson training and specialized webinars. Be on the lookout for more details around these specialized trainings at Register Online TODAY at

5 Import Trade Operations & Procedures Boot Camp for Importers Tuesday, March 8, :30 a.m. - 12:15 p.m. Geotech 2650 East 40th Avenue, Denver, CO, Intrigued with the idea of becoming an importer? Are the challenges of today s economy driving you to find overseas sources of materials? Maybe you just love to travel? Whatever your motivation for importing, this class answers the question of where to begin. Topics include: Deciding what to import Selecting a country in which to search Finding a supplier and ensuring quality Paying for goods in a safe manner Arranging for shipping and managing risk Paperwork requirements and cost calculations Come with your own questions, as well, and receive answers from global trade professionals with many years of experience. Instructors Katie Flanigan, Gallagher Transport Int l, Inc. and David Hoven, Wild Blue Export Development Import Logistics Thursday, March 10, :30 p.m. - 4:30 p.m. Geotech 2650 East 40th Avenue, Denver, CO, This course deals with topics including: how goods clear Customs, documentation requirements, how to correctly fill out paperwork, payment of duties and liquidation, protests, adjustments (PEA/PSC), roles and responsibilities of a broker or freight forwarder, supply chain security, landed cost concept, and case studies focusing on basics of import classification and filing entry with U.S. Customs and Border Protection. Instructor Katie Flanigan, Gallagher Transport Int l, Inc. Import Compliance Tuesday, March 29, :30 p.m. - 4:30 p.m. Geotech Building 2650 East 40 th Avenue, Denver, CO, This course introduces more advanced importing topics including: Reasonable Care, fines/penalties/forfeitures, seizures, Prior Disclosures, audit programs (Focused Assessments), preparation for CBP Audits, the Importer Self Assessment program (ISA), commodity classification rules and use of the Harmonized Tariff Schedule, duty management, country of origin determination, record keeping, and import valuation. It is highly recommended that you attend Exporting and Importing 101, Incoterms 2010, Import Logistics, and Boot Camp for Importers prior to this training as this course material will build on knowledge from those seminars. Instructor Dave Glynn, Holland & Hart and Sally Meier, IBM International Finance, Sales, Pricing, & Marketing Trade Finance & Letters of Credit Wednesday, March 16, :30 a.m. - 4:30 p.m. Members $250 Non-Members $350 Geotech Building 2650 East 40 th Avenue, Denver, CO, This course covers how importers and exporters identify financial risks and use appropriate methods of payment. Topics include: letters of credit (LC), cash in advance, documentary collection, and open account. Various economic risks, such as exchange rates, are also discussed. This course covers the basics of LCs, reviews the UCP 600 rules, instructs how to issue an LC, and defines confirmed LCs, assignments, transfers, time drafts, and standby LCs. In addition, learn how to reduce the most common discrepancies in documents that can lead to non-payment. Finally, discover tips for reducing the costs of LCs and understand which payment terms work best with each Incoterm. This training is recommended for all international sales, purchasing, and finance professionals. An online version of this class is also available anytime at institute.wtcdenver.org. Instructors Roy Becker, Roy Becker Seminars; Bryson Patterson, U.S. Small Business Administration; and Andrew Rieke, Euler Hermes Having trainers from industry gave a real-world perspective proving what they were teaching could be readily applied. Holly Pixler, Director Customer Service and Supply, MillerCoors Certificate in International Trade, 08 Register Online TODAY at

6 Special Thanks to Our Instructors Roy Becker Roy Becker Seminars Roy has over 30 years experience working in the international departments of several banks where he assisted importers and exporters with the intricate banking needs associated with international trade. After 34 years in the corporate world, Roy made the decision to take his expertise beyond banking and provide training to others around the country who are involved in international trade. Jude Buemi Adcom Worldwide Jude works in international operations at Adcom Worldwide. He has had a very diverse transportation career including railroad train crew member, traffic manager, and international freight forwarder. Since entering international freight forwarding in 2000, Jude has worked in all departments, including air, ocean, import, and export. He is certified in shipping dangerous goods by both air and ocean Katie Flanigan Gallagher Transport International Katie is an Import Manager and Licensed Customs Broker at Gallagher Transport International, Inc., a customs brokerage firm established in Katie assists many importers in dealing with U.S. customs. Dave Glynn Holland & Hart Dave is an attorney with Holland & Hart, LLP. He has recognized expertise in conducting detailed internal investigations and audits related to export controls, trade sanctions, and Customs laws. Working with clients in the development, drafting, and implementation of compliance programs in various areas of federal regulatory law, he utilizes his extensive experience in export management systems and import compliance programs to help his clients achieve their goals. Dave serves on the board of the World Trade Center Denver. David Hoven Wild Blue Export Development David is the founder of Wild Blue Export Development, a market entry and export development consulting firm focused on opportunities in China. David has a background in sourcing, product development, and offshore manufacturing, all with a specific focus on China. Ivan Koves Holland & Hart Ivan has more than 30 years of experience, he practices in import and export regulatory matters and develops and implements trade compliance policies, procedures, and training. He counsels clients in many international trade areas, including the export regimes of the U.S. (EAR, ITAR, OFAC), Canada, and Mexico; and the Supply Chain Security programs of the U.S., Canada, Singapore, and the E.U. Craig Maginness ExIn Global Strategies Craig has extensive real-world experience in the development and implementation of international business strategies, export market entry, and the management of international operations. He served as the president and chairman of the World Trade Center Denver. Prior to opening his own consulting firm, he had a long-standing career as a senior executive at Johns Manville. Craig was recently recognized as the International Trade Educator of the Year by NASBITE. Sally Meier IBM In Sally s current position, she has responsibility for international trade compliance across the Americas. She utilizes her over 30 years experience in U.S. importing and exporting to leverage opportunities across the Americas and globally. Bryson Patterson U.S. Small Business Admin. Bryson Patterson is an Export Finance Specialist at U.S. Small Business Administration. Bryson is responsible for assisting lenders and small businesses in several states like Colorado, New Mexico, Utah and Wyoming to access SBA Export Loan Programs. Andrew Rieke Euler Hermes Andrew is the local agent for Euler Hermes, the global leader in trade credit insurance. He educates businesses about the value of implementing credit insurance to mitigate risk, gain access to additional working capital, enhance their internal credit function and aggressively expand sales domestically and abroad. Lizbeth Rodriguez-Johnson Holland & Hart Lizbeth helps her clients develop, draft, and implement compliance programs in various areas of federal regulatory law. She has recognized expertise in conducting detailed internal investigations and audits related to export controls and trade sanctions. Lizbeth also drafts license application, commodity jurisdiction requests, technical assistance agreements, registration statements, license applications, and other international regulatory documents. Greg Steele CoorsTek Greg has more than17 years of import & export compliance experience in high-tech manufacturing. Areas of expertise include;developing and implementing trade compliance processes, manuals, and audits,export jurisdiction determination,export licensing (ITAR, Commerce, NRC, DOE),free Trade Agreements (NAFTA, SFTA, IFTA, UKFTA),CBP broker management. International Business & U February 25, 2016 Interested in a career in international business? The World Trade Center Denver invites you to come hear from the Rocky Mountain Region s experts in international business. All in attendance at the conference are also invited to join members of the WTC Denver at a networking event following the conference. Booths from various local universities and employers will also be present. Over 400 in attendance last conference! Visit for information. Free for Students! Register Online TODAY at

7 Can t attend our in-person training? Our award-winning trade education programs are now online. The World Trade Center Denver Online Institute offers a growing portfolio of online courses that will educate you on the nuts and bolts of international trade. Whether you are an entrepreneur looking to start-up an export/import business or a seasoned professional looking to update your skills, we will serve your needs on your time. Online Classes Foundations of Incoterms 2010 Trade Finance & Letters of Credit Developing Your Export Strategy Social Media for International Business Export Documentation, Shipping, and Insurance Recorded Webinars A Beginner s Guide to Exporting and Importing Product Classification ebooks An International Banker s Insights on Incoterms Rules More Banker s Insights on International Trade, 101 Practical Lessons TRADE EDUCATION. Special thanks to CSU for their support of online eduation! ON YOUR TIME. Register now: institute.wtcdenver.org 43rd Annual World Trade Day Exploring our Pacific Partners This year s World Trade Day will focus on exploring Colorado s Pacific Partners and learning more about the nuances of the Trans-Pacific Partnership. Australia, Brunei Darussalam, Canada, Chile, Japan, Malaysia, Mexico, New Zealand, Peru, Singapore, and Vietnam Premier business networking event B2B meetings and matchmaking opportunities 85% of our agricultural goods and 44% of manufacturing goods are exported to the 11 TPP countries Industry-leading speakers sharing market insights International delegations from Trans-Pacific countries Save the Date: Wednesday, May 19th at Infinity Park in Glendale

8 ROCKY M WORLD T 2650 East 40 th Avenue Denver, CO USA ROCKY MOUNTAIN WORLD TRADE CENTER INSTITUTE NONPROFIT ORGANIZATION U.S. POSTAGE PAID Denver, CO Permit No t f e institute@wtcdenver.org We would like to extend our thanks to The Hibbert Group for their support of the Spring 2016 Training Guide. The Hibbert Group is an ISO9001:2000 certified, international, comprehensive marketing services company supporting the needs of a multinational client base. 95% of the world s market is outside the United States Less than 3% of American companies are exporting 60% of those companies export to only one market With our training you can successfully take advantage of global opportunity WORLD TRADE CENTER INSTITUTE ROCKY MOUNTAIN