attraction for u.s. trade & investment€¦ · cbp’s focused assessment program, the...
TRANSCRIPT
FTZs: A StAr AttrAction for U.S. trAde & inveStment
September 27 – 30, 2015 Loews Ho l lywood Hote l
Los Ange les, CA
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FTZs: A sTAr ATTrAcTion For U.s. TrAde & invesTmenT
weLCome
DeAr memberS oF THe FTZ CommuniTy:We are thrilled to announce the NAFTZ’s 43rd Annual Conference and Exposition in the sun-and-fun metropolis
of Los Angeles, California, Sept. 27-30, 2015. Our theme this year is: “FTZs: A Star Attraction for U.S. Trade
& Investment,” reflecting the expanding opportunities of the FTZ program as well as our Hollywood venue. Our
conference will explore a range of topics critical to grantees and operator/ users.
The U.S. Foreign-Trade Zones program plays a more important role than ever in promoting trade, investment, and job
creation. As more and more U.S.-based companies import and export, the FTZ program has become a critical tool for
companies competing in the global economy. The FTZ program also empowers local communities across the United
States to attract foreign and domestic investment, and to retain manufacturing activity and jobs on U.S. soil.
This year’s conference program offers both a broad perspective on the role of the FTZ program in promoting
economic development and competitiveness, as well as the practical knowledge that grantees and operator/users
need to fully benefit from the program. Along with general sessions on the Automated Commercial Environment and
CBP’s Focused Assessment Program, the conference will offer specialized tracks for Grantees, Operator/Users, and
the Petroleum sector, as well as a Fundamentals track for those new to the FTZ program. The conference will also
offer opportunities for roundtable discussions, networking, and California-style food and fun.
The FTZ Program has emerged as a star of U.S. economic policy. According to the latest Annual Report from the
FTZ Board, more than 3,000 companies and 390,000 American workers are operating in foreign-trade zones today.
Exports from FTZs have reached a record $80 billion, nearly tripling since 2009. The Alternative Site Framework and
the streamlined FTZ Board regulations have combined to make the program more user-friendly than ever to small
and medium-sized enterprises.
We hope you can join us, and hundreds of other FTZ professionals, at the Loews Hollywood Hotel in September to
explore the blockbuster opportunities through the FTZ program!
Sincerely,
Jan Frantz, Board Chair Daniel Griswold, President
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FTZs: A sTAr ATTrAcTion For U.s. TrAde & invesTmenT
ConFerenCe DeTAiLS
HoTeL SAvingS — STAy in THe nAFTZ room bLoCkThe Loews Hollywood Hotel is the official hotel of the 43rd Annual Conference & Exposition. Please book your reservation as soon as possible. Call (855) 563-9749 and reference the “NAFTZ Annual Conference” or visit the hotel website here to secure your NAFTZ Discounted Room rate of $199 per night + tax until August 24, 2015, based on availability. Guests booking at the NAFTZ rate will also receive complimentary internet in their guest room, 10% off Exhale spa services (excluding labor) and complimentary Fitness Center Access. Availability is limited, so book your room as soon as possible.
eDuCATionAL CreDiT inFoCPE/CES/CCS InformatIon Learning Objectivesgeneral session — To learn the notification to application cycle and how CBP updates, FTZ Board Developments, ACE Updates, Current Trade Agreements and Future Advances will Impact the FTZ Industry.
Fundamentals track — To learn how to integrate the planning, performance and completion procedures to eliminate problems during routine activities, as well as identify resources available.
Operator/User track — To develop techniques to address e214 handbook updates, 3PL case studies, inventory reconciliation, Internal FTZ Compliance and CBP Regulatory Audits, ACE Implementation, In-Bond Transportation and PGA Issues.
Petroleum track — To recognize the impact of recent court cases, TD66-16 Producibility, ACE, 09-Reconciliation, Petrochemical Exports, and FTAs, on the Petroleum Industry.
grantee track — To identify effective and efficient techniques to address site selection, zone marketing, data services, forecasting and learn how to approach relationships with alternate FTZ roles.
advanced track — To determine techniques used to address vendor managed inventory, entry reconciliation, NAFTA, Export and In-Bond developments, Zone To Zone Transfers, Duty Deferral, Temporal Removal and FTZ Board case studies.
cPe inFOrmatiOnThe National Association of Foreign-Trade Zones (NAFTZ) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor for continuing professional education of the National Registry of CPE Sponsors. The State
Boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered
sponsors may be submitted addressed to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
A total of 22 cPe credits in the specialized knowledge and applications field of study are offered by attending this conference.
additional information Delivery method: Group Live Program Level: Beginner Prerequisites: None
For more information regarding refund, complaint, and program cancellation policies, please contact Victoria Cartwright, NAFTZ at 202- 331-1950 ext. 225 or [email protected].
For additional information visit www.naftz.org.
ncbFaa inFOrmatiOn The National Association of Foreign-Trade Zones (NAFTZ) is registered with the National Customs Brokers & Forwarders Association of America, Inc. (NCBFAA) as a sponsor of continuing professional education (CPE). If you would like more information
about NCBFAA credits please visit their website at www.ncbfaa.org.
Please note that there is no advanced preparation required to attend this seminar. A total of 20 CCS/CES credits will be offered by attending this seminar. Any questions or complaints regarding NCBFAA credits can be sent to the following address: 1200 18th Street, NW, #901 Washington, DC 20036, 202-466-0222.
credits A total of 22 CPE in the specialized knowledge and applications field of study and/or 20 CCS/CES credits are offered by attending this conference.
advanced preparation required to attend this seminar: None
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FTZs: A sTAr ATTrAcTion For U.s. TrAde & invesTmenT
exHibiTion 2015
An exCeLLenT evenT For FTZ proFeSSionALS!The NAFTZ Conference & Exposition is the leading show in the foreign-trade zone community. This venue offers exhibitors an excellent opportunity to meet and network with individuals representing every aspect and region of the FTZ program.
Our attendees look forward to seeing the latest software, products, and services available to help them improve their bottom line
This show is the most cost-effective way to meet existing and prospective customers, demonstrate your products and services, and generate new business leads. In order to showcase your zone, product, or services in the most effective manner, take advantage of our exhibit hall today!
SHow DeTAiLSYour organization will benefit from three days of exhibit time with prospective customers and an opportunity to distribute literature to over 400 attendees. Exhibitors will also be listed in the Conference Pocket Program, on the event app, and the NAFTZ website. The Conference & Exposition Pocket Program is used as a reference guide and will be distributed to all attendees and individuals requesting copies throughout the year. All exhibitors will receive a listing that includes the company contact, address, telephone number, e-mail address, and booth number. all for just $2,000!*
* Normal booth fee, premium booths are $3,250. Fee includes NAFTZ
Conference registration for one (1) guest.
DATeS AnD LoCATionThe NAFTZ’s Exposition will be held Monday, September 28, through Wednesday, September 30, at Loews Hollywood Hotel.
monday, september 28 7:00 a.m. – 7:00 P.m. tuesday, september 29 7:00 a.m. – 5:20 P.m. Wednesday, september 30 7:00 a.m. – 3:15 P.m.
On Monday, September 28, exhibits will be open all day with a Grand Opening Reception held in the Exhibit Hall from 5:45 p.m. –7:00 p.m., kicking off the 43rd Annual Conference & Exposition. Continental breakfasts, and all refreshment breaks will be held in the exhibition hall. Booth set-up will be Sunday, September 27 from
1:00 p.m. – 5:00 p.m. Booth dismantling will begin Wednesday, September 30 at 3:15 p.m.
exHibiTor inFormATion Please note that all exhibitor booth personnel are required to register for the Conference & Exposition. Please submit registration forms with the Space Application noting your 1st, 2nd, and 3rd booth choice of booth number. Upon receipt of your completed application, registration forms and payment, NAFTZ will e-mail you confirmation of the booth availability. All 8’x10’ booths include pipe, drape, table, two chairs and one identification sign.
beST FTZ AD ConTeSTWould you like to display your most innovative ftZ ad? Do you think your zone has the best marketing ads?
then showcase your most creative ftZ marketing ad by entering this year’s Best ftZ ad Contest
The winning grantee will be awarded the Catherine Durda Marketing Award during the Annual Member Business Meeting Breakfast Wednesday, September 30, 2015. Prizes also include one complimentary registration for the 2016 Annual Conference & Exposition to be held in Orlando, FL.
Please email ads (one entry per zone) in their original format (highest resolution) to: [email protected]
Deadline: Friday, september 11, 2015 Entries should not exceed 8.5” x 11” (1 page) Only NAFTZ members are eligible to submit an ad.
Good luck and see you in Los angeles!
TweeTS For CASHAre you headed to the NAFTZ Annual Conference & Expo in California? The most creative Tweet with hashtag: #naFtZac15 as to the reason why you’re registered will be entered to win a cash gift card prize, to be awarded during the monday Keynote Luncheon, Sept. 28. submit by sept. 18, 2015. Must be present to win.
piCTure iT & win Post the most creative photo on the NAFTZ event app and be entered to win a cash gift card. Submissions must be received by tues., sept. 29. awarded Wed, sept. 30 during the Keynote Luncheon. Must be present to win.
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FTZs: A sTAr ATTrAcTion For U.s. TrAde & invesTmenT
exHibiT HALL
booth 1: Amber Road
booth 2: Amber Road
booth 3: GTKonnect, Inc.
booth 4: QuestaWeb, Inc.
booth 5: Integration Point
booth 6: Integration Point
booth 7:
booth 8:
booth 9:
booth 10: Roanoke Trade
booth 11: PWC
booth 12: SAP
booth 13:
booth 14:
booth 15:
booth 16: Livingston International
booth 17: World Free Zones Organization (WFZO)
booth 18: World Free Zones Organization (WFZO)
booth 19: Avalon Risk Management
booth 20: Foreign-Trade Zone Corporation
Premium booth space — features receptions and meal breaks SOLD premium booth space SOLD normal booth space
Annex bALLroom: exHibiT HALL
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FTZs: A sTAr ATTrAcTion For U.s. TrAde & invesTmenT
SoCiAL evenTS
weLCome CoCkTAiLsUnDay, sePtember 27 6:00 P.m. – 7:30 P.m.Sponsored by: tBD
Meet your peers in your occupational specialties in the FTZ Community as they arrive in the Los Angeles area at this informal event. The night will allow all guests to share similar interests, appetizers, and a drink, to kick off the conference.
grAnD opening neTworking evenTmOnDay, sePtember 28 5:45 P.m. – 7:00 P.m.Sponsored by: amber road
This is your chance to network with colleagues, exhibitors, and other important FTZ contacts! Make sure to bring your business cards! Admission to the grand opening event is included in your conference registration.
nAFTZ CHAriTy Fun run 5k tUesDay, sePtember 29 6:00 a.m.In preparation for the second returning NAFTZ Charity Fun Run 5K, held early Tuesday morning, be sure to bring your running attire. Participants will meet in the lobby at 6 a.m.
mAin evenT reCepTiontUesDay, sePtember 29 5:20 P.m. – 8:20 P.m. Sponsored by: Integration Point
Port of Houston authority (PoHa)
Experience Hollywood, where the Stars Come Out at Night, during the NAFTZ Main Event Reception. Join us on the Loews Hollywood Hotel 5th floor Rooftop Terrace for food, beverages, music, and the ultimate star treatment. Don’t miss your moment on the red carpet at the 43rd Annual NAFTZ Conference and Exposition!
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FTZs: A sTAr ATTrAcTion For U.s. TrAde & invesTmenT
Sun./mon. progrAm
SunDAy, SepTember 276:00 p.m. registration
6:00 p.m. – 7:30 p.m. Welcome cocktail
monDAy, SepTember 28GEnEraL SESSIon7:00 a.m. registration
7:30 a.m. continental breakfast
7:45 a.m. Opening remarks Speaker Eric Garcetti, Los Angeles, Mayor (i) Moderator Jan Frantz, BC/CAL/KAL Inland Port Devpt. Corp.
8:00 a.m. Welcome address • Define the Port Authority’s FTZ #202 • Explore the infrastructure • Enhancements planned by the port • Identify port efforts to combat congestion Speaker Eric Caris, Port of Los Angeles (i) Moderator Jan Frantz, BC/CAL/KAL Inland Port Devpt. Corp. (i)
8:30 a.m. cbP Overview • Define ACE & ITDS implementation • Review updates to 19 CFR Part 146 (FTZ regulations) & 19 CFR Part 18 (In-bond regulations) • Explore how CEEs address FTZs & other considerations related to FTZs Speaker Todd Owen, Asst. Commissioner, CBP (i) Moderator TBD
9:30 a.m. refreshment break SponSor Port Freeport
(i) — Invited
NortheastMichael GoldbanSVP, [email protected]
WestJames CampSVP, [email protected]
SoutheastJohn Petricola, LEED-APSVP, Development770-884-1322 [email protected]
We welcome your inquiries about build-to-suit developments, joint venture partnerships, and FTZ Services: See the Possibilities in Ports & FTZs NationalBrandi HanbackEVP, Ind. DevelopmentHead of [email protected]
Tom McCormickSVP, National Corp. [email protected]
The Rockefeller Group has extensive experience in U.S. port and inland distribution markets, and is a leading foreign trade zone (FTZ) services
and logistics consultant to traditional and eCommerce retailers, manufacturers and distributors.
The company’s current industrial development pipeline totals 16 million square feet, and it maintains access to thousands of acres of additional strategic locations throughout the United States through
partnerships with several of the country’s largest landowners.
For our clients and partners, our experience, financial stability and ability to deliver world-class industrial real estate set us apart.
Rebecca WilliamsManaging Director, [email protected]
www.rgftz.com
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FTZs: A sTAr ATTrAcTion For U.s. TrAde & invesTmenT
Sun./mon. progrAm
funDamEntaLS of ftZS10:00 a.m. FtZ Overview, benefits & requirements • Program History & Purpose • Identify benefits & regulatory process Speaker David Ostheimer, Lamb & Lerch Moderator Ken Carlstedt, Momentive Performance (i)
11:00 a.m. Keynote Luncheon
11:20 a.m. Trans-Pacific Partnership (TPP) & Trans-Atlantic Trade Agreements • Determine the status of negotiations • Identify the impact on the FTZ Industry Speaker TBD Moderator Jim Smith, Smith, Dawson & Andrews (i)
12:20 p.m. general session: 20/20 vision – FtZs in the Future • Determine how new FTAs will impact you • Identify the influence of FTZ ramifications, including issue of Trade Equality for American Manufacturers (TEAM), TPA on the FTZ industry Speaker Jim Smith, Smith Dawson & Andrews (i) Lewis Leibowitz, The Law Office of Lewis E. Leibowitz (i) Moderator Dan Griswold, NAFTZ
1:00 p.m. break
1:05 p.m. FtZ application & activation Processes • Identify requirements & transmission of application & authority Speaker Sonya Lopez-Sosa, POCCA Moderator Ken Carlstedt, Momentive (i)
2:05 p.m. refreshment break
2:35 p.m. inventory control & recordkeeping systems • Determine requirements & removal processes Speaker Cornelia Steinert, Canon Virginia, Inc. Moderator Jim Maloney, Port of San Francisco/FTZ #3
3:35 p.m. break
3:40 p.m. general session: ace Update • Review ‘06 entry processing • Review of weekly entry processing in ACE • Address 3461 & 7501 filing • Compare & Contrast Weekly Filing to “Regular Filing” Speaker Melissa Irmen, Integration Point (i) Moderator TBD
4:45 p.m. merchandise Handling & Zone status • Identify storage, removal, and destruction rules Speaker Lesley Couch, Indigo Trade Solutions (i) Moderator TBD
5:45 p.m. adjourn
5:45 p.m. grand Opening networking event SponSor Amber Road
(i) — Invited
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FTZs: A sTAr ATTrAcTion For U.s. TrAde & invesTmenT
monDAy progrAm
GrantEE traCk10:00 a.m. canada/mexico case study • How FTZs can take advantage of resources • How to be more proactive in marketing zones for site-selection Speaker Andrew Schoeppich, Buffalo, NY (i) Jose Quinonez, El Paso International Airport Moderator Robert Stein, Mohawk Global Logistics (i)
11:00 a.m. Keynote Luncheon
11:20 a.m. Trans-Pacific Partnership (TPP) & Trans-Atlantic Trade Agreements • Determine the status of negotiations • Identify the impact on the FTZ Industry Speaker TBD Moderator Jim Smith, Smith, Dawson & Andrews (i)
12:20 p.m. general session: 20/20 vision – FtZs in the Future • Determine how new FTAs will impact you • Identify the influence of FTZ ramifications, including issue of Trade Equality for American Manufacturers (TEAM), TPA on the FTZ industry Speaker Jim Smith, Smith Dawson & Andrews (i) Lewis Leibowitz, The Law Office of Lewis E. Leibowitz (i) Moderator Dan Griswold, NAFTZ
1:00 p.m. break
1:05 p.m. a year in the Life of a grantee/Operator • Learn the routine deadlines & how to relate to operators vs. a grantee SpeakerS Kent Ebbing, Greater Indianapolis Foreign Trade Zone (i) & TBD Moderator Nancy Stephens, Port Freeport
2:05 p.m. refreshment break
2:35 p.m. FtZ Outside the box — Forecasting the Future • Identify resources to track economic & manufacturing trends and projections • Define methods of adapting to anticipated change over the next several years • Determine the future FTZ impact of RESIN production Speaker Ron Schultz, Exxon Mobil Corporation (i) Moderator Torrey Chambliss, Port Tampa Bay/FTZ 79 (i)
3:35 p.m. break
3:40 p.m. general session: ace Update • Review ‘06 entry processing • Review of weekly entry processing in ACE • Address 3461 & 7501 filing • Compare & Contrast Weekly Filing to “Regular Filing” Speaker Melissa Irmen, Integration Point (i) Moderator TBD
4:45 p.m. Data services available • Identify what information is publicly available • Define grantee available resources to identify businesses within their service area that could benefits from MPF/weekly entry & inverted tariff savings Speaker Wayne Coleman, FTZ Networks, Inc. Moderator Torrey Chambliss, Port Tampa Bay/FTZ 79 (i)
5:45 p.m. adjourn
5:45 p.m. grand Opening networking event SponSor Amber Road
(i) — Invited
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FTZs: A sTAr ATTrAcTion For U.s. TrAde & invesTmenT
monDAy progrAm
oPErator/uSEr traCk10:00 a.m. e214 Handbook – showcase revisions (automation committee) SpeakerS Polia Quinn, The Rockefeller Group Shana Head, Abbott Moderator Eric Dalby, Questaweb, Inc.
11:00 a.m. Keynote Luncheon
11:20 a.m. Trans-Pacific Partnership (TPP) & Trans-Atlantic Trade Agreements • Determine the status of negotiations • Identify the impact on the FTZ Industry Speaker TBD Moderator Jim Smith, Smith, Dawson & Andrews (i)
12:20 p.m. general session: 20/20 vision – FtZs in the Future • Determine how new FTAs will impact you • Identify the influence of FTZ ramifications, including issue of Trade Equality for American Manufacturers (TEAM), TPA on the FTZ industry Speaker Jim Smith, Smith Dawson & Andrews (i) Lewis Leibowitz, The Law Office of Lewis E. Leibowitz (i) Moderator Dan Griswold, NAFTZ
1:00 p.m. break
1:05 p.m. 3PL FtZ Users & importers strategies for success • Define how marketing & operations of 3PL Warehousing Company can use its FTZ status as a sell point & how to find potential customers SpeakerS Trudy Huguet, OHL Janet Jenkins, DHL (i) Moderator Bill Fisher, FTZ Networks
2:05 p.m. refreshment break
2:35 p.m. inventory reconciliation • Identify inventory out of balances & where & how the problem originated in the warehouse or FTZ system • Manage the out of balances daily or weekly verses monthly or annually • Develop a process & create reports that are run on a regular basis Speaker Laylan Hime, Sony Electronics (i) Moderator David Murphy, GDLSK, LLP (i)
3:35 p.m. break
3:40 p.m. general session: ace Update • Review ‘06 entry processing • Review of weekly entry processing in ACE • Address 3461 & 7501 filing • Compare & Contrast Weekly Filing to “Regular Filing” Speaker Melissa Irmen, Integration Point (i) Moderator TBD
4:45 p.m. What’s new in the World of cbP regulatory audit? Update on CBP Regulatory Audit practices • Define how importers are selected for audit & significance of receiving a call from Reg. Audit • Review types of audits • Determine how to prepare for an audit & filing of prior disclosures in an audit • Explore timing/rollout of any pending FA changes SpeakerS Elizabeth Chiavetta, Dir. of Regulatory Audit, CBP (i) Moderator David Murphy, GDLSK, LLP (i)
5:45 p.m. adjourn
5:45 p.m. grand Opening networking event SponSor Amber Road
(i) — Invited
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FTZs: A sTAr ATTrAcTion For U.s. TrAde & invesTmenT
monDAy progrAm
PEtroLEum traCk10:00 a.m. Petroleum/Petrochemical exports • Define Crude Exports • Explore ACE export capabilities Speaker Brent Helms, Jones Walker LLP (i) Moderator Jim Ervin, Valero Energy (i)
11:00 a.m. Keynote Luncheon
11:20 a.m. Trans-Pacific Partnership (TPP) & Trans-Atlantic Trade Agreements • Determine the status of negotiations • Identify the impact on the FTZ Industry Speaker TBD Moderator Jim Smith, Smith, Dawson & Andrews (i)
12:20 p.m. general session: 20/20 vision – FtZs in the Future • Determine how new FTAs will impact you • Identify the influence of FTZ ramifications, including issue of Trade Equality for American Manufacturers (TEAM), TPA on the FTZ industry Speaker Jim Smith, Smith Dawson & Andrews (i) Lewis Leibowitz, The Law Office of Lewis E. Leibowitz (i) Moderator Dan Griswold, NAFTZ
1:00 p.m. break
1:05 p.m. managing compliance • Explore best practices for recordkeeping & training — new staff, ongoing, internal, external • Define broker review & control & how to prepare for FTZ Compliance Reviews (spot check) Speaker Bruce Leeds, Braumiller Law Group (i) Moderator Bill Carr, Phillips 66 (i)
2:05 p.m. refreshment break
2:35 p.m. recent court cases & cbP rulings affecting the Petroleum industry • Review regulatory updates Speaker Daryl Moore, Sandler, Travis & Rosenberg, P.A. (i) Moderator Bill Carr, Phillips 66 (i)
3:35 p.m. break
3:40 p.m. general session: ace Update • Review ‘06 entry processing • Review of weekly entry processing in ACE • Address 3461 & 7501 filing • Compare & Contrast Weekly Filing to “Regular Filing” Speaker Melissa Irmen, Integration Point (i) Moderator TBD
4:45 p.m. tD66-16 Producibility • Define producibility & TD66-16 table • Review attribution Speaker Todd Davis, Ernst & Young (i) Moderator Bill Carr, Phillips 66 (i)
5:45 p.m. adjourn
5:45 p.m. grand Opening networking event SponSor Amber Road
(i) — Invited
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FTZs: A sTAr ATTrAcTion For U.s. TrAde & invesTmenT
monDAy AT-A-gLAnCe
mOnDay, sePtember 28, 2015
registration
continental breakfastOpening Remarks
Welcome Address
CBP Overview
refreshment break SponSor Port Freeport
Fundamentals of FtZs track grantee track Operator/User track Petroleum track
FTZ Overview, Benefits & Requirements
Canada/Mexico Case Study e214 HandbookPetroleum/Petrochemical
Exports
Keynote Luncheon
Trans-Pacific Partnership (TPP) & Trans-Atlantic Trade Agreements
General Session: 20/20 Vision – FTZs in the Future
FTZ Application & Activation Processes
A Year in the Life of a Grantee/Operator
3PL FTZ Users & Importers Strategies for Success
Managing Compliance
refreshment break
Inventory Control & Recordkeeping Systems
FTZ Outside the Box —Forecasting the Future
Inventory ReconciliationRecent Court Cases &
CBP Rulings Affecting the Petroleum Industry
General Session: ACE Update
Merchandise Handling & Zone Status
Data Services AvailableWhat’s New in the World of
CBP Regulatory Audit?TD66-16 Producibility
grand Opening networking event SponSor Amber Road
7:00 a.m.
7:30 a.m.
8:00 a.m.
8:30 a.m.
9:30 a.m.
10:00 a.m.
11:00 a.m.
2:05 p.m.
2:35 p.m.
7:00 p.m.
7:45 a.m.
12:20 p.m.
11:20 a.m.
1:05 p.m.
4:45 p.m.
3:40 p.m.
1:00 p.m.
4:40 p.m.
3:35 p.m.
5:45 p.m.
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FTZs: A sTAr ATTrAcTion For U.s. TrAde & invesTmenT
TueSDAy progrAm
TueSDAy, SepTember 29GEnEraL SESSIon 7:00 a.m. registration
7:15 a.m. continental breakfast
7:45 a.m. Opening remarks Speaker TBD Moderator Dan Griswold, NAFTZ
8:00 a.m. President’s address Speaker Dan Griswold, NAFTZ
8:15 a.m. success stories from new Zone Operations • Learn how some companies have succeeded & saved SpeakerS Deanna Urelius, Mitsubishi Forklift Caterpillar, Inc. (i) TBD Moderator Dan Griswold, NAFTZ
8:45 a.m. FtZ board Update Speaker Andrew McGilvray, U.S. Foreign-Trade Zones Board (i) Moderator Jan Frantz, BC/CAL/KAL Inland Port Devpt. Corp.
9:45 a.m. Largest cbP Ports; Discussion of FtZ Logistics & cbP “Deep Dive” into local Port Practices • Define Local CBP Port Policies & Practices: • Identify LA/Long Beach CBP Ports: Policies & practices for FTZ oversight • Define Newark/New York CBP Port: Policies & practices for FTZ oversight • Determine Atlanta CBP Port of Entry: Policies & practices for FTZ oversight • Provide a National Training Center update SpeakerS Richard Arellano, FTZ Coordinator, CBP, LA/LB Seaport (i) Stephen Long, Deputy Chief Officer, Port of New York/ Newark, CBP Kenneth Metcalf, CBP Officer, Altanta, GA (i) Anne Maricich, Acting Director, Office of Field Operations – LA/Long Beach, CA & CEE Director, Electronics, CBP (i) Moderator Jose Quinonez, City of El Paso/El Paso International Airport
10:45 a.m. refreshment break SponSor City of El Paso/El Paso International Airport
funDamEntaLS of ftZS traCk 11:15 a.m. FtZ admissions & removal of merchandise • Understand the admissions and removal process • Identify proper documentation • Determine delivery type & authorization requirements Speaker Greg Jones, FTZ Corporation Moderator Melissa Sadlon, AbbVie, Inc.
12:15 p.m. Keynote Luncheon • Review port operations & trade agreements • Provide an Overview of Operations • Explore planned changes to the Port • Identify advantages of the Port of Long Beach • Determine lessons learned from recent congestion Speaker Port of Long Beach (i) Moderator Jan Frantz, BC/CAL/KAL Inland Port Devpt. Corp. (i)
1:40 p.m. break
1:45 p.m. Periodic reporting, recordkeeping, audit-inspection Process & enforcement • Identify discrepancies • Define HMF • Review reporting responsibilities Speaker TBD Moderator Anand Raghavendran, GTKonnect Inc. (i)
2:45 p.m. break
2:50 p.m. combine with Petroleum track: researching customs issues • Identify available resources, such as legal reference tools • Explore government agency websites & government agency tools • Define Global Internet search tools & sites Speaker Dom Gambardella, PWC Moderator Bob Jacob, Broward County Department of Port Everglades (i)
3:50 p.m. refreshment break SponSor BC/CAL/KAL Inland Port Devpt. Corp.
4:20 p.m. adjourn
5:20 p.m. main event reception SponSorS Integration Point Port of Houston Authority (POHA)
(i) — Invited
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FTZs: A sTAr ATTrAcTion For U.s. TrAde & invesTmenT
TueSDAy progrAm
aDvanCED traCk11:15 a.m. vendor managed inventory (vmi) • Review Contract Challenges • Define waste, scrap, by-products & destruction • Identify the regulatory handling & reporting requirements • Recognize the operational impact • Determine relevant guidance & rulings from CBP SpeakerS Kathy Wilkins, AOS (i); Sean Lydon, ISCM, Inc (i) Moderator David Harvey, FTZ #35 (i)
12:15 p.m. Keynote Luncheon • Review port operations & trade agreements • Provide an Overview of Operations • Explore planned changes to the Port • Identify advantages of the Port of Long Beach • Determine lessons learned from recent congestion Speaker Port of Long Beach (i) Moderator Jan Frantz, BC/CAL/KAL Inland Port Devpt. Corp. (i)
1:40 p.m. break
1:45 p.m. entry reconciliation • Define the process • Identify what is entailed • Differentiate between ports in their reconciliation procedures SpeakerS Jason Given, KPMG, LLP Scott Shively, Tommy Bahamas (i) Moderator Michael Thomas, Thomas Group International
2:45 p.m. break
2:50 p.m. advanced topics in the FtZ Life: naFta Duty Deferral & temporary removal • Define the regulations & how it can impact you • Identify when relevant/what’s required • Review the manufacturer condition & regulations • Acknowledge the advantages in FTZs • Review the Temporary Removal rulings SpeakerS Jeremy Page, Page•Fura, P.C. (i) Trey Boring, IMS Worldwide (Houston), Inc. (i) Moderator Shane Weir, BMW (i)
3:50 p.m. refreshment break SponSor BC/CAL/KAL Inland Port Devpt. Corp.
4:20 p.m. grantee roundtable Moderator Angie Atwood, Columbus Regional Airport Authority – FTZ #138
5:20 p.m. adjourn main event reception SponSorS Integration Point & Port of Houston Authority (POHA)
oPErator/uSEr traCk 11:15 a.m. What to Do when Filing errors Happen • Determine how to set up automation • Describe the testing process • Identify which questions to ask your ABI rep. Speaker Jill Balfour, ABI Rep., CBP (i) Moderator Melissa Irmen, Integration Point (i)
12:15 p.m. Keynote Luncheon • Review port operations & trade agreements • Provide an Overview of Operations • Explore planned changes to the Port • Identify advantages of the Port of Long Beach • Determine lessons learned from recent congestion Speaker Port of Long Beach (i) Moderator Jan Frantz, BC/CAL/KAL Inland Port Devpt. Corp. (i)
1:40 p.m. break
1:45 p.m. best Practices: internal FtZ compliance audits • Review of how to develop an internal FTZ Compliance audit work program (for compliance auditor standpoint) • Provide overview of how to successfully prepare & pass an internal compliance audit (from the zone operator stand-point) • Explain benefits of having compliance auditors complete appropriate training on zone operations • Explore benefits of having external legal counsel or consultants assist in dev. compliance audit program Speaker Linda King, Miller & Company P.C. James Grogan, Ernst & Young, LLP (i) Moderator Johnny Fernandez, CODEC (i)
2:45 p.m. break
2:50 p.m. transportation issues as they relate to in-bond • Define how to deal with carriers on your in-bond • Review In-bond & Outbound In-bond procedures • Determine how do you get date & power of attorney in QP application • Define how to get the POAs for carriers SpeakerS Connie Brown, Crate & Barrel Debbie Carchidi, Quiksilver, Inc. (i) Moderator Jill James, John S. James Co. (i)
3:50 p.m. refreshment break SponSor BC/CAL/KAL Inland Port Devpt. Corp.
4:20 p.m. Operator/User/advanced roundtable Moderator Lesley Couch, Indigo Trade Solutions (i)
5:20 p.m. adjourn main event reception SponSorS Integration Point & Port of Houston Authority (POHA)
(i) — Invited
• Determine best approach for open entries regarding price changes & post adjustments
16
FTZs: A sTAr ATTrAcTion For U.s. TrAde & invesTmenT
TueSDAy progrAm
PEtroLEum traCk 11:15 a.m. ace for Petroleum Users • Explore Pipeline movements • Review Export QP • Define 06 Entries Speaker Sarah Evans, Charter Brokerage, LLC (i) Moderator Jim Ervin, Valero Energy (i)
12:15 p.m. Keynote Luncheon • Review port operations & trade agreements • Provide an Overview of Operations • Explore planned changes to the Port • Identify advantages of the Port of Long Beach • Determine lessons learned from recent congestion Speaker Port of Long Beach (i) Moderator Jan Frantz, BC/CAL/KAL Inland Port Devpt. Corp. (i)
1:40 p.m. break
1:45 p.m. ‘09 reconciliation & Free trade agreements • Define how reconciliation works • Explore flagging (entries/FTA refunds) & reconcilable/non-reconcilable issues • Identify common mistakes/best practices SpeakerS Suzy Saenz, Tesoro Petroleum Corp. (i) Laura Webb, CBP Center of Excellence (i) Moderator Jim Ervin, Valero Energy (i)
(i) — Invited
2:45 p.m. break
2:50 p.m. combine with Fundamentals track: researching customs issues • Identify available resources, such as legal reference tools • Explore government agency websites & government agency tools • Define Global Internet search tools & sites Speaker Dom Gambardella, PWC Moderator Bob Jacob, Broward County Department of Port Everglades (i)
3:50 p.m. refreshment break SponSor BC/CAL/KAL Inland Port Devpt. Corp.
4:20 p.m. Petroleum roundtables Moderator Michael Thomas, Thomas International Group
5:20 p.m. adjourn main event reception SponSorS Integration Point Port of Houston Authority (POHA)
More goods.
Did you know The Port of Virginia hosts one of the largest FTZs in the country?
Plus, the Commonwealth of Virginia can also designate additional FTZ sub-zones as need and shipping increase—just another way
the port can help you stay on top of ever-fluctuating market and logistic demands.
For more information, please visit us at portofvirginia.com/FTZ.
17
FTZs: A sTAr ATTrAcTion For U.s. TrAde & invesTmenT
TueSDAy AT-A-gLAnCe
tUesDay sePtember 29, 2015
registration
continental breakfast
Opening Remarks
NAFTZ President’s Address, Dan Griswold
Success Stories from New Zone Operations
FTZ Board Update with Andrew McGilvray
Largest CBP Ports; Discussion of FTZ Logistics & CBP “Deep Dive” into Local Port Practices
refreshment break SponSor City of El Paso/El Paso International Airport
Fundamentals of FtZs track Petroleum track advanced track Operator/User track
FTZ Admissions & Removal of Merchandise
ACE for Petroleum UsersVendor Managed Inventory
(VMI)What to Do when
Filing Errors Happen
Keynote Luncheon
Periodic Reporting, Recordkeeping, Audit-Inspection Process &
Enforcement
‘09 Reconciliation & Free Trade Agreements
Entry ReconciliationBest Practices: Internal FTZ Compliance Audits
Researching Customs IssuesAdvanced Topics in the FTZ Life: NAFTA Duty Deferral
& Temporary Removal
Transportation Issues as They Relate to In-Bond
refreshment break SponSor BC/CAL/KAL Inland Port Devpt. Corp.
Petroleum Roundtable
Grantee Roundtable
Operator/User/Advanced Roundtable
main event reception SponSorS Integration Point Port of Houston Authority (POHA)
7:00 a.m.
8:00 a.m.
7:45 a.m.
7:15 a.m.
8:15 a.m.
8:45 a.m.
9:45 a.m.
11:15 a.m.
10:45 a.m.
12:15 p.m.
1:40 p.m.
2:50 p.m.
3:50 p.m.
4:20 p.m.
5:20 p.m.
8:20 p.m.
1:45 p.m.
2:45 p.m.
18
FTZs: A sTAr ATTrAcTion For U.s. TrAde & invesTmenT
weDneSDAy progrAm
weDneSDAy, SepTember 307:00 a.m. registration
7:30 a.m. annual business meeting — MeMberS only breakfaSt SponSor PointTrade Services Inc.
9:00 a.m. non-member breakfast SponSorS Integration Point Port of Houston Authority (POHA)
10:00 a.m. break
10:05 a.m. experiences from the recent Port slowdown: Lessons Learned • Identify the widespread impact on those operators using ocean freight SpeakerS Nancy Lusardi, Toyota & TBD Moderator Eva Tomlinson, Zone Solutions, LLC (i)
11:05 a.m. break
oPErator/uSEr traCk
11:10 a.m. Pga issues • Determine how PGAs file for Automation • Identify the ACE impact • Address the Regulatory component of PGAs SpeakerS Vincent Annuziato, CBP (i) Sean Murray, Miller & Co. PC (i) Moderator TBD
12:10 p.m. Keynote Luncheon
12:35 p.m. general session: FtZ board’s scope of authority regulations Speaker Liz Whiteman, FTZ Board (i) Moderator Jan Frantz, BC/CAL/KAL Inland Port Devpt. Corp. (i)
1:25 p.m. general session: World Free Zones Organization Update Speaker TBD Moderator Jan Frantz, BC/CAL/KAL Inland Port Devpt. Corp. (i)
1:40 p.m. break
1:45 p.m. scope of Production Follow Up — InduStry only • Define production authority & when to update scope • Determine if your firm TBDs production authority • Provide industry examples & compliance strategies Speaker Rebecca Williams, Rockefeller Group FTZ Services Moderator TBD 2:45 p.m. refreshment break SponSor Rockefeller Group FTZ Services
3:15 p.m. ebond is Here — are you ready? • Define Benefits of eBond • Address Bond Riders & 5106 • Determine how your FTZ Operator bond is processed in ACE SpeakerS Terry Cummings, Roanoke Trade Wanda Sample, Avalon Risk Management Moderator John Jager, Toyota Tsusho America, Inc. (i)
4:15 p.m. adjourn
(i) — Invited
19
FTZs: A sTAr ATTrAcTion For U.s. TrAde & invesTmenT
weDneSDAy progrAm
aDvanCED traCk 11:10 a.m. top Five common Problems • Review common challenges • Identify resources to overcome them Speaker Katie Tangman, Columbia Sportswear (i) Moderator Lesley Couch, Indigo Trade Solutions (i)
12:10 p.m. Keynote Luncheon
12:35 p.m. general session: FtZ board’s scope of authority regulations Speaker Liz Whiteman, FTZ Board (i) Moderator Jan Frantz, BC/CAL/KAL Inland Port Devpt. Corp. (i)
1:15 p.m. general session: World Free Zones Organization Update SpeakerS TBD Moderator Jan Frantz, BC/CAL/KAL Inland Port Devpt. Corp. (i)
1:40 p.m. break
1:45 p.m. in-bond summary — What to expect • Determine how they work with FTZs • Define current vs. proposed regulations • Identify possible impacts Speaker TBD Moderator Suzanne Smith, Rockefeller Group FTZ Services (i)
2:45 p.m. refreshment break SponSor Rockefeller Group FTZ Services
3:15 p.m. Zone to Zone transfer • Address complications that can arise during transfers • Define how to manage different operation scenarios Speaker Mike Rafferty, Mercedes (i) & Ray Shaw, Ryan (i) Moderator Michael D’Aoust, PointTrade Services, Inc.
4:15 p.m. adjourn
(i) — Invited
20
FTZs: A sTAr ATTrAcTion For U.s. TrAde & invesTmenT
weDneSDAy AT-A-gLAnCe
WeDnesDay sePtember 30, 2015
registration
Annual Business Meeting members OnLy Breakfast
SponSor PointTrade Services, Inc.
Non-Member Breakfast SponSorS Integration Point
Port of Houston Authority (POHA)
Experiences from the Recent Port Slowdown: Lessons Learned
Operator/User track advanced track
PGA Issues Top Five Common Problems
Keynote Luncheon
FTZ Board’s Scope of Authority Regulations
World Free Zones Organization Update
Scope of Production Update inDUstry OnLy
In-Bond Summary — What to Expect
refreshment break SponSor Rockefeller Group FTZ Services
eBond Is Here — Are You Ready? Zone to Zone Transfer
adjourn
7:00 a.m.
7:30 a.m.
9:00 a.m.
10:05 a.m.
1:45 p.m.
2:45 p.m.
3:15 p.m.
4:15 p.m.
10:00 a.m.
1:40 p.m.
12:35 p.m.
1:25 p.m.
11:10 a.m.11:05 a.m.
12:10 p.m.
21
FTZs: A sTAr ATTrAcTion For U.s. TrAde & invesTmenT
regiSTrATion
43rD AnnuAL ConFerenCe & expoSiTion sePtember 27 – sePtember 30, 2015 LOeWs HOLLyWOOD HOteL, LOs angeLes, ca
Please type or print neatly. For additional attendees, please submit a separate form.
Salutation Name Name on Badge
Title Organization
Address
City State Zip
Phone Fax E-mail
Emergency Contact Phone Number
PaymEnt mEtHoDRegistration Amount $
Reception Guest Tickets $
Total Enclosed $
Check VISA MC AMEX
Cardholder’s Name
Credit Card #
Exp. Date 3-Digit Code
Cardholder’s Signature
PLease remit tO:NAFTZ, 1001 Connecticut Ave. NW, Suite 350 Washington, DC 20036 202-331-1950 (P) 202-331-1994 (F)
rEGIStratIon fEE SCHEDuLEAttendees MUST hold an NAFTZ membership in their name to receive the member rate. Registration and full payment must be received by august 20, 2015 to receive the pre-registration rate. All fees must be paid prior to seminar entrance. A confirmation e-mail will be sent as the registration is processed.
early registration* (thru 8/24) On-site (after 8/24)
Member $ 825 $ 925
Non-Member $ 1,300 $ 1,400 Federal Government $ 475 $ 575
canceLLatiOn & reFUnD POLicyRegistration fees are fully refundable for written cancellations received by the NAFTZ by August 24, 2015. Cancellations received by the NAFTZ between August 24 & September 11, 2015 will receive a 50% credit for their registration fee toward a future 2016 NAFTZ Meeting. Those cancellations received after September 1 will be responsible for the full registration fee amount due to the NAFTZ and no meeting credits will be issued.
Do you PLan to attEnD tHE...sunday 9/27 Evening Event from 6-7:30 p.m.? Yes No
monday 9/28 Evening Event at 5:45 p.m.? Yes No
tuesday 9/29 Event at 5:20 p.m.? Yes No
Fun run 5K at 6 a.m. Tuesday 9/29? Yes No
aDDItIonaL InformatIon Is this your first time attending? Yes No
Do you have any dietary needs? Yes No
If yes, please explain
22
FTZs: A sTAr ATTrAcTion For U.s. TrAde & invesTmenT
SponSorS
Join THeSe SponSorS in SupporTing THe nAFTZ 43rD AnnuAL ConFerenCe & expoSiTion
HanD SanItIZEr SPonSor
broward county’s Port everglades Department – FtZ#25
monDay a.m. rEfrESHmEnt BrEakSPonSor
Port Freeport
tuESDay a.m. rEfrESHmEnt BrEak SPonSor
city of el Paso/ el Paso international airport
tuESDay P.m. rEfrESHmEnt BrEak SPonSor
bc/caL/KaL inland Port Devpt. corp.
GoLD SPonSor
alliancetexas the rockefeller group
SILvEr SPonSor the Port of virginia
GranD oPEnInG nEtWorkInG EvEnt SPonSor
amber road
ConfErEnCE totE BaG SPonSor
QuestaWeb, inc.
ConfErEnCE room kEy SPonSor
Foreign-trade Zone corporation
PoSt-It BookLEt SPonSor
Page•Fura, P.C.
SuPPLy Box SPonSor
indigo trade solutions
notEPaD SPonSor
Zone solutions, LLc
WEDnESDay BuSInESS mEEtInG SPonSor
Pointtrade services, inc.
PLatInum & maIn EvEnt rECEPtIon SPonSorS
integration Point Port of Houston authority (POHa)
23
FTZs: A sTAr ATTrAcTion For U.s. TrAde & invesTmenT
SponSorSHip
nATionAL ASSoCiATion oF Foreign-TrADe ZoneS 43rD AnnuAL ConFerenCe & expoSiTion sePtember 27 – sePtember 30, 2015 LOeWs HOLLyWOOD HOteL, LOs angeLes, ca
Name Company
Phone Fax E-mail
sPOtLigHt aDvertisement sPOnsOrsHiPs bluetooth Wireless Keyboard sponsor — $15,000 Usb 4-Port Hub Desk station sponsor — $7,500 event app sponsor — $6,000 toiletries bag sponsor — $5,000 Pocket Program sponsor — $3,000 LeD Keychain Light sponsor — $2,600 Pedometer sponsor — $2,500 sunscreen sponsor — $1,800 educational scholarship — $1,500 tape measurer sponsor — $1,500 stylus Pen cleaner sponsor — $1,500
SPonSorSHIP oPPortunItIESsPOnsOrsHiP LeveL
gold sponsor — $5,000 silver sponsor — $1,500
meaL/breaK sPOnsOrsHiPs Formal Luncheon sponsor — monday — $5,000 Formal Luncheon sponsor — tuesday — $5,000 Formal Luncheon sponsor — Wednesday — $5,000 continental breakfast sponsor — monday — $3,000 continental breakfast sponsor — tuesday — $3,000 Pm snack break sponsor — monday — $1,000
recePtiOn sPOnsOrsHiPs Welcome event sponsor — $5,000
PaymEnt mEtHoDTotal Sponsorship Amount $
Total Enclosed $
Check VISA MC AMEX
Cardholder’s Name
Credit Card #
Exp. Date 3-Digit Code
Cardholder’s Signature
PLease remit tO:na t i o n a l a s s o c i a t i o n o f F o r e i g n - tr ade Z one s
1001 connec t i c u t av e . nW, su i t e 350 Wash i n g t on , Dc 20036
202 -331 -1950 (P ) 202 -331 -1994 ( F )
24
FTZs: A sTAr ATTrAcTion For U.s. TrAde & invesTmenT
sponsorships
amOUnt
am refreshment break — monday $1,000
am refreshment break — tuesday $1,000
Pm snack break — monday $1,000
Pm snack break — tuesday $1,000
continental breakfast — monday $3,000
continental breakfast — tuesday $3,000
business meeting breakfast — Wednesday $3,000
Formal Luncheon with Keynote speaker — monday $5,000
Formal Luncheon with Keynote speaker — tuesday $5,000
Formal Luncheon with Keynote speaker — Wednesday $5,000
LeveL sPOnsOrsHiP amOUnt
PLatinUm $8,000
gOLD***$5,000
siLver$1,500
Opportunity to include 1 question in attendee survey (provide by 9/1) ** X
Inside half-page advertisement in the front half of the electronic Seminar program*** X
Inside half-page advertisement in back half of electronic Conference program X
Exclusive full-page advertisement on second page of the electronic Conference program X
One Continental Breakfast (Wednesday) X
One PM Refreshment Break - corporate signage over beverage stations & formal recognition (Wednesday)*
X
Meeting room to hold private meetings with clients and potential customers for one hour (must request in advance)
X X
An opportunity to place 1 piece of company information within distributed attendee materials X X
Waived registration fee for one executive (Gold) & two executives (Platinum) X X
Reserved (1) sponsor table (Mon,Tues & Wed) for executives and guests/clients at the front of the luncheon room with corporate signage & opportunity to invite guests (provide guest names by 9/1)
X
Recognition in the opening remarks X X X
contact victoria cartwright at 202-331-1950 for customized packages.
* Indicates an exclusive sponsorship level or advertisement available to only one company.
** Subject to NAFTZ approval & editing.
*** Gold level sponsorships break benefit goes to the first confirmed sponsor.
SPonSorSHIP LEvEL BEnEfItS
SoLD — pTSi
SoLD — bC/CAL/kAL inLAnD porT DevpT. Corp.
SoLD — porT FreeporTSoLD — CiTy oF eL pASo/ eL pASo inTernATionAL AirporT
StanDarD SPonSorSHIP BEnEfItSAll sponsors will receive the following in addition to specific sponsorship level benefits as listed below: Written acknowledgement in the monthly NAFTZ newsletter (July, August & September), an advance copy of attendee registration and the opportunity to email them once,** company logo to be displayed on the NAFTZ website and prominent listing of sponsor’s name or logo in marketing materials for the event and day-of-event signage.
mEaL/BrEak SPonSorSHIPS
So
LD
— i
nT
eg
rA
Tio
n
po
inT
& p
oH
A C
o.
25
FTZs: A sTAr ATTrAcTion For U.s. TrAde & invesTmenT
sponsorships
* Indicates an exclusive sponsorship level or advertisement available to only one company.
** Subject to NAFTZ approval & editing.contact victoria cartwright at 202-331-1950 for customized packages.
amOUnt
bluetooth Wireless Keyboard sponsorship — includes corporate name/logo on the keyboard, which is waterproof, foldable & suitable for most PCs, tablets & smart phones. Keyboard will be included in conference tote bags given to all attendees
$15,000
Usb 4-Port Hub Desk station sponsorship — includes corporate name/logo on the hub, which allows you to connect 4 USB devices & offers containers to keep pens & post-its organized. Hub will be included in conference tote bags given to all attendees
$7,500
event app sponsorship — only logo featured on the event app. Attendees use to access the daily event activities, connect with business contacts, and locate meetings.
$6,000
toiletries bag sponsorship — includes corporate name/logo on the bag, which will be included in conference tote bags given to all attendees
$5,000
conference tote bags sponsorship* — company name and logo printed on one side of the tote bags. This bag opportunity includes one item of corporate promotional material. Option 1: Vertical Bag, Option 2: Horizontal Bag
$5,000 any option
conference room Key advertisement — place your corporate logo and/or advertisement on each of the 600-1000 room keys distributed to host hotel Conference attendees
$3,000
Pocket Program sponsorship* — corporate name on conference program pages and logo on back cover of conference pocket program
$3,000
supply box sponsorship — includes corporate name/logo on the supply box, which will be included in conference tote bags given to all attendees
$2,800
LeD Keychain Light sponsorship — includes corporate name/logo on the keychain, which will be included in conference tote bags given to all attendees
$2,600
Pedometer sponsorship — includes corporate name/logo on the pedometer, which will be included in conference tote bags given to all attendees
$2,500
notepad sponsorship* — features corporate logo on the event notepad that is distributed to all attendees included in conference tote bags. Option 1: Imprinted Logo/Name, Option 2: Printed Logo/Name
#1: $2,300 #2: $3,000
sunscreen sponsorship* — includes corporate name/logo on the sunscreen, which will be included in conference tote bags given to all attendees
$1,800
educational scholarship — includes attendance for up to 4 local (NAFTZ arranged) business students to the NAFTZ Conference & Expo (for the entire conference or 8-day passes). The sponsor will also receive reserved luncheon seating with the students & standard sponsor benefits/acknowledgement
$1,500
tape measurer sponsorship* — includes corporate name/logo on the tape measurer, which will be included in conference tote bags given to all attendees
$1,500
stylus Pen cleaner sponsorship — includes corporate name/logo on the stylus, which can be used as a stylus, a pen & a phone cleaner. Stylus will be included in conference tote bags given to all attendees.
$1,500
Hand sanitizer sponsorship* — includes corporate name/logo on the hand sanitizer, which will be included in conference tote bags given to all attendees
$1,000
Post-it sponsorship — includes corporate name/logo on the post-it pad, which will be included in conference tote bags given to all attendees. Option 1: Post-It Flags, Option 2: Puzzle Post-Its, Option 3: Upgraded booklet
#1: $800 #2: $2,400 #3: $3,000
SPotLIGHt aDvErtISEmEnt SPonSorSHIPS
amOUnt
Welcome cocktail (sunday night) — half-page ad in back section of seminar/conference program, exclusive signage & formal recognition
$5,000
grand Opening networking event (monday night) — half-page ad in front section of conference program, exclusive signage & formal recognition
$10,000
main event reception (tuesday night) — half-page ad in front section of conference program, exclusive signage & formal recognition
Call for details
EvEnt SPonSorSHIPS
SoLD — inTegrATion poinT & poHA Co.
SoLD — Foreign-TrADe Zone CorporATion
SoLD — browArD CounTy’S porT evergLADeS DepArTmenT – FTZ#25
SoLD — inDigo TrADe SoLuTionS, LLC
SoLD — QueSTAweb, inC.
SoLD — Amber roAD
SoLD — Zone SoLuTionS, LLC
SoLD — pAge·FurA, p.C.
26
FTZs: A sTAr ATTrAcTion For U.s. TrAde & invesTmenT
exHibiT SpACe
BootH rEquEStBooth Number Request (see page 6 for options)
Any Special Requests
PaymEnt mEtHoDExhibit Registration Fee* (Normal Booth) $ 2,000 Exhibit Registration Fee* (Premium Booth — #1-6) $ 3,250
Total Enclosed $
* Includes registration fee for one booth personnel.
Check VISA MC AMEX
Cardholder’s Name
Credit Card #
Exp. Date 3-Digit Code
Cardholder’s Signature
aCCEPtanCE of tErmSI understand and agree to abide by all the Rules and Regulations (see following page) set forth in this exhibitor contract. Please retain a copy of this form for your files. Upon confirmation of space, a copy of this signed contract will be returned to you.
Signature Date
Printed Name Date
nATionAL ASSoCiATion oF Foreign-TrADe ZoneS 43rD AnnuAL ConFerenCe & expoSiTion sePtember 27 – sePtember 30, 2015 LOeWs HOLLyWOOD HOteL, LOs angeLes, ca
ContaCt InformatIonList the company name, address and phone number as you would like to have it appear in the NAFTZ Conference Program & Buyer’s Guide.
Organization
Address City State Zip
Phone Fax E-mail
BootH PErSonnELPlease note that EACH booth representative must be a paid registrant of the Conference & Exposition. The Exhibit Registration fee includes only one (1) registration. List the names of the representatives who will be operating the booth. Please submit a registration form in addition to submitting this contract.
A. Main Exhibit Booth Contact to be listed in the Pocket Program Buyers Guide
B. Other Booth Personnel
BootH aSSIGnmEnt ProCEDurE
Booth space is assigned on a first come, first serve basis upon receipt of payment for exhibit space and booth personnel registration fees, NAFTZ will coordinate with the main contact to select a booth number when the exhibit floor plan has been finalized with the hotel and drayage company.
PLease remit tO:NAFTZ, 1001 Connecticut Ave. NW, Suite 350 Washington, DC 20036 202-331-1950 (P) 202-331-1994 (F)
27
FTZs: A sTAr ATTrAcTion For U.s. TrAde & invesTmenT
exHibiTor ruLeS & regS
PaymEnt of ExHIBIt SPaCEApplications will not be processed without the required payment.
CanCELLatIon of DISPLay SPaCEA cancellation charge equal to one-third of the fee for the space will be assessed by the National Association of Foreign-Trade Zones (NAFTZ) for space cancelled from ninety (90) to sixty (60) days prior to the opening date; two thirds of the cost of the space if cancelled from sixty (60) to thirty (30) days prior to the opening date; and the full fee for the space if cancelled within thirty (30) days prior to the opening of the exposition. These forfeitures will be effective even though the exhibitor space no longer required by the withdrawing company may subsequently be rented by NAFTZ to another company. In the case the Exposition premises shall be destroyed or damaged, or if the Exposition fails to take place as scheduled or is interrupted and/or discontinued or access to the premises is prevented or interfered with by reason of any strike, lockout, injunction, act of war, Act of God, emergency declared by any governmental agency or by the NAFTZ, or for any other reason, this contract may be terminated by the NAFTZ. In the event of such termination, the exhibitor waives any and all damages and claims for damages and agrees that the sole liability of NAFTZ shall be to return to each exhibitor the booth payment less the pro-rated share of all costs and expenses committed and incurred by the NAFTZ.
aSSIGnmEnt of ExHIBIt SPaCESpace will be assigned in accordance with the policy announced at the time display space is offered for reservation. The NAFTZ reserves the right to relocate display areas for the benefit of the exhibitor, or for the betterment of the Exposition. No contract shall be in force until signed by NAFTZ representative.
tErmInatIon of ContraCtNAFTZ reserves the right to terminate this contract immediately if an exhibitor does not follow the Rules and Regulations. NAFTZ also reserves the right to withhold from the exhibitor possession of his exhibit space if the exhibitor fails to perform any material term of the contract or refuses to abide by the Rules and Regulations. In the event of a default by the exhibitor, as set forth in the previous paragraph, the exhibitor shall forfeit as liquidated damages the amount paid by it for the space rental, regardless of whether or not the NAFTZ enters into a future lease of the space involved.
SHarInG of ExHIBIt SPaCENo exhibitor shall assign, sublet, or share space allotted with another business or firm unless approval has been obtained in writing from the NAFTZ. Exhibitors are not permitted to feature names or advertisements of non-exhibiting manufacturers, distributors, or agents in the exhibitor’s display, with the exception of parent or subsidiary companies.
ExHIBItorS autHorIZED rEPrESEntatIvESEach exhibitor shall provide NAFTZ, in advance, the name and title of the person who will be in attendance at the Exposition and responsible for the installation, operation, and removal of the exhibit. Said representative shall be authorized to enter into such service contracts as may be necessary, the cost of which shall be the exhibitor’s sole responsibility.
ExHIBItor fLoor BEHavIorNo exhibits will be permitted which interfere with the use of other exhibits or impede access to them or impede the free use of the aisles. Booth personnel are required to confine their activities within the booth space. This includes physical incursions, as well as sound or light, apart from the specific display space for which an exhibiting company has contracted with NAFTZ. NO PART OF THE EXHIBIT HALL AND THE SURROUNDING GROUNDS, HOTEL PUBLIC SPACE OR HOSPITALITY SUITES MAY BE USED BY ANY ORGANIZATION OTHER THAN NAFTZ FOR DISPLAY PURPOSE OF ANY KIND OR NATURE. If audio-visuals or loud speakers are used, the exhibitor agrees to comply with union requirements for the operation of the equipment. Sound presentations will be permitted if tuned to conversational levels and not objectionable to neighboring exhibitors. Show Management reserves the right to restrict the use of glaring lights or objectionable light effects. No firm or organization is permitted to engage in direct sales or order-taking activities within the exhibit area.
BootH ConStruCtIon GuIDELInESAll booths shall be 8’ x 10’
fIrE rEGuLatIonSTo ensure the safety of all participants, exhibitors shall observe all state and local fire regulations. The cost for repairing any damages to the Hotel caused by the exhibitor will be billed to the responsible exhibitor. Nothing can be posted, tacked, nailed, screwed or otherwise attached to the columns, walls, floors, ceiling or furniture.
ExHIBIt SEt-uPDisplay set-up will begin on Sunday, September 27, 2015, 12:00 - 5:00 p.m. All displays must be fully set-up and ready by 7:00 a.m. on Monday. After that time, any unattended booth with crated displays will be set up at the discretion of NAFTZ and all expenses will be charged to the exhibitor. The Exposition will open promptly at 7:00 a.m. on Monday, September 28, 2015.
ExHIBIt tEarDoWnThe dismantling of displays begins at 3:15 p.m. on Wednesday, september 30, 2015. All exhibitor displays or materials left in booths without instructions will be packed and shipped at the discretion of NAFTZ and all charges will be assessed to the exhibitor.
DECoratInG & SHIPPInGThe NAFTZ will provide each exhibitor with a detailed service kit from our Exposition Service Provider. This kit will include shipping information as well as additional services available.
DamaGESNAFTZ, its members, the representatives and employees thereof, its exposition management company, its official service contractors, the hotel, their representatives, and employees will not be responsible for any injury, loss, or damage that may occur to the exhibitor’s employees or property from any cause whatsoever, unless such injury, loss or damage is caused by the active negligence or willful act of one of the aforementioned parties. Exhibitor agrees fully to indemnify, defend, save and hold harmless NAFTZ, its exposition management company, its official service contractors, the hotel and their respective officers, directors, agents and employees from and against all claims, actions and judgments (and all attorney’s fees) based on or arising out of death or injury to person or persons or damages to property, including the exhibitor’s property or goods, caused by, or arising out of the negligent use, occupancy or activities of exhibitor at or on the exhibit space or within the Exposition Hall; provided, however, that exhibitor shall not be liable for any injuries, death, damage or loss to the extent that such injury, death, damage or loss is caused by the sole fault or sole negligence of NAFTZ, its exposition management company, its official service contractors, the hotel, or their respective employees. Exhibitors shall carry public liability insurance with financially responsible underwriters, insuring exhibitor against liability for bodily injuries (including wrongful death) and damage to property caused by exhibitor’s negligent use, occupancy or activities by exhibitor at or on the exhibit space or within the Exposition Hall the policy limits thereof to be a single limit of $2,000,000.00 for any one occurrence, bodily injury and property damage liabilities. Each exhibitor shall maintain:
1. commercial general Liability with minimum limits of $1,000,000 per occurrence (combined single limits for Bodily Injury and Property Damage). Coverage shall include Broad Form Contractual Liability and Products and Completed Operations.
2. Auto Liability, as applicable, with minimum limits of $1,000,000 Combined Single Limit for Bodily Injury and Property Damage.
3. Worker’s compensation with Statutory Limits for jurisdiction within which work is performed. employer Liability with minimum limits of $1,000,000.
Exhibitor shall name National Association of Foreign-Trade Zones, as an additional insured on such policies of insurance to the extent exhibitor is required to indemnify NAFTZ and shall furnish NAFTZ with certificates of such insurance coverage.
amEnDmEntSAny matters not specifically covered herein are subject to decision by NAFTZ. NAFTZ reserves the right to make such changes, amendments and additions to these rules as considered advisable for the proper conduct of the Exposition, with the provision that all exhibitors will be advised of such changes.
BootH PErSonnELAll booth personnel must be paid registrants of the Conference & Exposition. One booth attendant fee is included in the exhibit registration fee.
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FTZs: A sTAr ATTrAcTion For U.s. TrAde & invesTmenT
upComing meeTingS
SEmInarS & ConfErEnCESFundamentals of FTZs january 10-11, 2016 The Queen Mary • Long Beach, CA
Legislative & regulatory Seminar February 9, 2016 Loews Madison Hotel • Washington, DC
Annual Spring Seminar may 22-24, 2016 Loews Vanderbilt Hotel Nashville • Nashville, TN
Please visit www.naftz.org for details on NAFTZ meetings.
Annual Conference & exposition October 16-19, 2016 Loews Royal Pacific Hotel • Orlando, FL
onLInE EDuCatIonSuggestions for future ZoneCast topics, contact Victoria Cartwright at [email protected].
upComing 2015-16 nAFTZ meeTingS — SAve THe DATeS!