Export Operations Training Workshop Dates & Locations for two-day program Agenda Registration Information Get the latest information on requirements for the AES, Mandatory Electronic Filings and Proposed Advanced Manifest filings, and advanced AES filing requirements! Unz & Co.'s Export Operations Workshop provides a hands-on, comprehensive understanding of what is involved in selling and transporting goods to foreign buyers. We’ll take you through the entire process from negotiating terms of sale and payment with a prospective customer to the delivery of goods to their final destination.  Read our White Paper entitled Is Your Export Shipment a Routed Export Transaction? and find out how you the U.S. seller can gain primary benefit from a "Route Export Transaction" and your obligations. Correct documentation is critical to every international transaction.  This workshop will instruct you in the proper preparation to commercial, legal, and transport documents that you’ll need to conclude your transaction successfully. Benefits of Attending This comprehensive look at export operations shows you: How to prepare an export quotation worksheet How to prepare a complete and accurate commercial invoice The terminology of international trade When a Shipper's Export Declaration is required The role of the freight forwarder   Requirements and use of various types of Certificates of Origin How to use the Schedule-B properly Plus, you’ll identify and understand: Which INCOTERM to use when asked for a quote Costs associated with each INCOTERM category Areas of responsibility in an export transaction The risk associated to various terms of payment Methods of payment for international trade Which method of payment is best for you How to establish a Letter of Credit The relationship between the Letter of Credit, insurance documentation and the Bill of Lading Who is at risk in a transaction Two full days of intensive training! This allows us to give you the complete picture of the export process, not an overview.  Our workshop is more in-depth than other one-day sessions – we give step-by-step know how! Back to Top

Agenda

The two-day Agenda for the Export Operations Workshop includes:

DAY 1

8:00am – 8:30am

• Registration and Continental Breakfast

8:30 am – 4:30 pm

International Sales Contracts

• Formation of a contract of sale
• U.N. Convention on the International Sale of Goods
• Obligations of buyers and sellers
• Delivery of merchandise and documents

Terms of Sale - Incoterms 2000

• Background on Incoterms
• Distinction with American Foreign Trade definitions
• Structure of ICC publication 560
• Incorporation within the international sale contract
• Logical sequence of presentation
• Definitions of elements
• Review of the four groups
• Review of the thirteen terms
• Differences from UCC Definitions as used in the United States

Pro Forma Invoice

• Purposes and use of the pro forma invoice
• The export quotation worksheet
• Elements of the export price
• Use of terms of sale & payment
  

Methods of Payment

Payment Methods

• Cash in advance
• Letter of Credit
• Documentary Collections
• Open Account

Letter of Credit Payment Process

• L/C instructions
• L/C requirements prior to shipment
• Step-by-step payment process
• Discrepancies: types and nature
• Avoiding delays
• Overview of UCP 600

Documentary Collection Payment Process

• Risks to buyer & seller
• Step-by-step collection process
• Introduction to URC 522

DAY 2

8:00am – 8:30am

•  Registration and Continental Breakfast

8:30 am – 4:30 pm

Classification Under the Harmonized System

• Structure of the Schedule B
• General Rules of Interpretation
• Applying the hierarchy of classification
• Section & Chapter Notes
• Numbering structure & nomenclature

Commercial & Legal Documents

• Commercial invoices
• Packing lists
• Country specific documents
• Certificates of origin
• Consular documents
• Legalization requirements
• Pre-shipment inspection certificate

Recordkeeping Requirements

Shipper's Export Declaration

• Requirements for filing the SED
• USPPI and Routed Export Transaction Rules
• Proper preparation
• SED exemptions
• Methods of filing
• Definition of AES
• Filing Methods
• Data Elements

Export Clearance Processes

• Immediate Exportation
• Transportation & Exportation Entry
• ATA Carnet
• TIB Cancellations

Transportation Methods & Freight Rates

• Modes of transport
• Inland freight
• Multi-modal

Transportation Documents

• Types of transport documents
• Coordination of documents & cargo
• Certificates of insurance

Specially Created Workshop References - Newly Revised !!!

Export Documentation, Procedures & Terms of Sale Covers each stage of exporting. Contains exercises, illustrations, plus useful government and industry information.C

Updated - Letters of Credit for Exporters & Importers     Covers topics such as locating credit information on a vendor or buyer, evaluating country risk, solving discrepancies. and negotiating agreements.

Incoterms 2000

2008 Schedule
May 12 - 13	Long Beach, CA	Hotel Information
May 19 - 20	Woodbridge, NJ	Hotel Information
June 2 -3	Cleveland, OH	Hotel Information
June 16 - 17	Atlantic City, NJ	Hotel Information
July 14 - 15	Washington, DC	Hotel Information
July 28 - 29	Stamford, CT	Hotel Information
August 11 - 12	Atlanta, GA	Hotel Information
August 18 - 19	San Jose, CA	Hotel Information
September 8 - 9	West Palm Beach, FL	Hotel Information
September 29-30	Louisville, KY	Hotel Information
September 22-23	Dallas, TX	Hotel Information
October 13-14	Chicago, IL	Hotel Information
October 20-21	Philadelphia, PA	Hotel Information
October 27-28	Boston, MA	Hotel Information
November 3-4	Las Vegas, NV	Hotel Information
November 10-11	Woodbridge, NJ	Hotel Information
December 1-2	Long Beach, CA	Hotel Information
December 8-9	Greensboro, NC	Hotel Information

For more information on dates and locations not listed please call Unz & Co.

Registration