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Dates & Locations (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 and Procedures 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 Shipper's Letter of Instruction and learn the importance of properly completing a Shippers Letter of
Instruction. Remember, the exporter is the U.S. Principal Party
in Internet (USPPI). The information the government receives
about the export shipment is owned by the exporter who is responsible
for its completeness and accuracy.
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.
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
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! |
Who Should Attend
- Exporters and professionals involved in the Sales, Marketing, Contract Administration, Traffic, Logistics, Documentation
- Accounting and Credit Departments of firms doing International Business
- Manufacturers and Distributors looking to expand abroad
- Exporters or manufacturers now shipping to, or considering shipping to, Canada, Mexico and other foreign markets
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The two-day Agenda for the Export Operations Workshop includes:
8:00am – 8:30am
- Registration and Continental Breakfast
8:30am – 4:30pm
International Sales Contracts
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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
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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
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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
8:00am – 8:30am
- Registration and Continental Breakfast
8:30am – 4:30pm
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
Export Documentation, Procedures & Terms of Sale
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Updated - Letters of Credit for Exporters & Importers
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Incoterms 2000
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2010 Schedule: Export Operations & Procedures Workshop |
| Mar. 22-23 |
Washington, DC |
Hotel Information |
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| Apr. 12-13 |
Chicago, IL |
Hotel Information |
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| Apr. 19-20 |
La Jolla, CA |
Hotel Information |
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| Apr. 26-27 |
Saddle Brook, NJ |
Hotel Information |
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| May 10-11 |
New Orleans, LA |
Hotel Information |
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| May 17-18 |
Long Beach, CA |
Hotel Information |
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| May 24-25 |
Stamford, CT |
Hotel Information |
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| June 7-8 |
Philadelphia, PA |
Hotel Information |
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| June 14-15 |
Greensboro, NC |
Hotel Information |
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| June 21-22 |
Richmond, VA |
Hotel Information |
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| July 12-13 |
Woodbridge, NJ |
Hotel Information |
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| Aug. 2-3 |
Chicago, IL |
Hotel Information |
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| Aug. 16-17 |
Atlanta, GA |
Hotel Information |
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| Sept. 13-14 |
San Jose, CA |
Hotel Information |
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| Sept. 20-21 |
St. Louis, MO |
Hotel Information |
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| Sept. 27-28 |
Boston, MA |
Hotel Information |
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For more information on dates and locations not listed,
or to arrange for an in-house program on this topic,
please call Unz & Co. Customer Service at 800-631-3098
Registration
Register online above or
call Unz & Co. Customer Service at 800-631-3098 to register
- or -
 Click here for printable registration form (.pdf format)
FAX seminar registration forms to: (732) 868-0260
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