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We are excited to announce the NAFTZ’s 42nd Annual Conference and Exposition in fun-filled downtown Fort
Worth, Texas, Sept. 14-17, 2014. Our theme this year is: “FTZs: Wide Open for Trade,” reflecting the expanding
opportunities of the FTZ program. Our conference will explore a range of topics critical to grantees and operator/
users. Featured speakers will include the new Customs and Border Protection Commissioner R. Gil Kerlikowske, FTZ
Board Executive Secretary Andrew McGilvray, Fort Worth Mayor Betsy Price, and Texas entrepreneur Ross Perot Jr.
The U.S. Foreign-Trade Zones program is creating more buzz than ever. As more and more U.S.-based companies
import and export, and as international supply chains grow more complicated, 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.
In Washington, DC as well as statehouses, policy-makers are realizing that the FTZ program plays an important role
in achieving our national economic objectives.
Our 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 Texas-style food and fun.
Opportunities are indeed wide-open for members of the FTZ community. According to the latest Annual Report
from the FTZ Board, more than 3,000 companies and 370,000 American workers are operating in foreign-trade
zones today. Exports from FTZs reached a record $70 billion in 2012, more than doubling since President Obama
launched the National Export Initiative. 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 Omni Fort Worth Hotel in September to
explore the wide-open opportunities through the FTZ program!
Sincerely,
Jan Frantz, Board Chair Daniel Griswold, President
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Join NAFTZ at the The Omni Fort Worth Hotel, the official hotel of the 42nd Annual Conference & Exposition. Discover Fort Worth, the city of culture and cowboys, located steps away from restaurants, shops and entertainment. Book your reservation before August 20, 2014 and receive the discounted NAFTZ room rate of $209 per night + tax, based on availability. Attendees can book their reservation by calling 800-843-6664 or 817-535-6664 and referencing “NAFTZ Annual Conference & Exposition” or online by visiting this link. For those who book at the NAFTZ rate, we offer complimentary standard internet in your guest room. For directions, click here. Availability is limited so book your room as soon as possible!
The hotel is approx. 30 minutes from Dallas/Fort Worth Airport (DFW). A cab from DFW is approximately $60 for one guest (fees apply for additional guests). Supershuttle is available for approx. $18 for one guest and can be reserved by calling 972-615-2410.
CPE/CES/CCS Information
Learning ObjectivesGeneral Session — To learn how updates regarding the CBP Focused Assessments Program, the ACE Transition, and the FTZ Board impact you.
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.
Combined Grantee/Operator/User Track — To develop effective and efficient techniques to address FTZ Program Issues and approach annual reviews and FTZ prospects.
Grantee Track — To identify economic development resources, the function of grantees from zone to zone, effective marketing strategies and use of OFIS, the completion of Annual Systems check, and one’s role and responsibilities.
Operator/User Track — To develop techniques to address security standards, FTZ prospects, the Automated InBond: Inbound and Outbound process, implementing an FTZ in a manufacturing environment, using OFIS, making your Annual System Check matter, weekly entry, the role of an express carrier, liability and protection for operators, and understanding your technology needs.
Petroleum Track — To learn proper attention required for ISA, an Annual Notification letter, the chemical industry impact, how to manage FTZ Compliance, the impact of Export Control Reform on Crude/Petroleum products, and to identify customs issues.
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.
CPE Credits The National Association of Foreign-Trade Zones (NAFTZ) is registered with the National Association of Stat Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State
boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
Please note that there are no prerequisites of advance preparations required to attend the general sessions and the fundamentals track for this conference. For the other tracks visit http://www.naftz.org/events/annual-conference/ for the exact requirements.
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.
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CoSt Cutting CornEr
Hotel Savings — Staying in the NAFTZ Room BlockThe Intercontinental Dallas is the official hotel of the 37th Annual Seminar, Conference & Exposition. Please book your reservation as soon as possible. When calling to make your reservation refer to the NAFTZ Annual Conference to receive the recently discounted group rate of $159 per night. (All current reservations will be adjusted to the new rate of $159) Attendees can book rooms online through www.naftz.org. You will find a direct link under the “Events” column. If you wish to book by phone, call (972) 386-6000. Please book your reservation before August 21, 2009 and receive the NAFTZ room rate. Availability is limited, so book your room as soon as possible.
Discounted Airfare
Book your flight on American Airlines. Receive 5% off all eligible published air fares. Tickets are for service to Dallas/Ft. Worth, Texas and the discount applies for travel anytime from September 15-30, 2009. The discount is valid on American, American Eagle or their alliance partners. Reservations can be made anytime using the discount for travel to the meeting. Visit www.AA.com (no fee) and enter 8699AQ in the Promotion Code box when making your reservation or call the AA meeting desk at 800-433-1790 (fee applies).
Follow these easy steps to get your discount:1. Go to AA.com, enter your itinerary and then click the “More Options” button.2. Enter the 6-character code in the “Discount Code” Box then select the “Go” button.3. If you search by fare, schedules will be shown by the lowest fare and will include your discount, if applicable.4. If you search by schedule, once you select flights, AA.com will automatically calculate your discount, if applicable, and then display your discounted fare in the “Fare Summary” table.
Ride the Airport ShuttleShuttle service to the InterContinental Dallas is $19.00, cab fares are typically $45.00. Both prices are one-way. A free shuttle will take you anywhere within a three mile radius of the hotel (this includes The Galleria shopping mall).
Save on Car RentalsHertz Car Rental is providing the car rental needs of the NAFTZ and all Dallas attendees.
A specific breakdown of the discounted car rental rates is available on our website at www.naftz.org. Receive the discounted rate when you book your rental car through Hertz. Simply mention the NAFTZ group Hertz Discount number of 022Q4469 when making your reservation. With great discounts and the highest level of service, there has never been a better reason to rent with Hertz! Please call 800-654-3131 to reserve your car today.
Educational Credit Info
CPE Information
The National Association of Foreign-Trade Zones (NAFTZ) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education
on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.orgPlease note that there are no prerequisites or advance preparations required to attend this seminar. A total of 20 CPE credits are offered by attending this seminar and conference.
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 NCBFAA 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.
Stretch your dollar a bit further this year with the following ways to reduce your expenses while attending the NAFTZs 37th Annual Seminar Conference & Exposition
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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!
Your 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 as well as 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.
For regular booths, the one (1) booth registration fee is a $75 savings and for one (1) premium booth attendee registration is offered at a $350 savings compared to early member rates.
The NAFTZ’s Exposition will be held Monday, September 15, through Wednesday, September 17, at Omni Fort Worth Hotel.
Monday, September 15 7:00 A.M. – 7:00 P.M. Tuesday, September 16 7:00 A.M. – 6:00 P.M.Wednesday, September 17 7:00 A.M. – 3:15 P.M.
On Monday, September 15, 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 42nd Annual Conference & Exposition. Continental breakfasts, and all refreshment breaks will be held in the exhibition hall. Booth set-up will be Sunday, September 14 from 6:00 p.m. – 7:00 p.m. Booth dismantling will begin Wednesday, September 17 at 3:15 p.m.
Please note that all exhibitor booth personnel are required to register for the Conference & Exposition. Please submit registration forms with the Space Application and Contract. Upon receipt of your completed application, registration forms and payment, NAFTZ will e-mail you a floor plan indicating available booth spaces to choose from. Please indicate your 1st, 2nd, and 3rd choice on the NAFTZ Exhibit Space Contract. All 8’x10’ booths include pipe, drape, table, two chairs and one identification sign.
Would 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 17, 2014. Prizes also include one complimentary registration for the 2015 Annual Conference & Exposition to be held in Hollywood, CA.
Please submit ads (one entry per zone) in their original format to: NAFTZ 1001 Connecticut Avenue, NW, Suite 350 Washington, DC 20036 OR email: [email protected]
Deadline: Monday, August 25, 2014 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 Fort Worth!
Complete your Annual Conference event survey on-site and submit with your business card, to be entered in the cash gift card giveaway. The gift card drawing with be held during the Wednesday keynote luncheon. Must be present to win.
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Booth 1: Questaweb, Inc. Booth 2: Booth 3: FTZ Corporation Booth 4: Amber Road Booth 5: Integration Point Booth 6: Integration Point Booth 7: PricewaterhouseCoopers LLC Booth 8: Netwin Solutions Booth 9: Booth 10:
Booth 11: Booth 12: Booth 13: Booth 14: Booth 15: Booth 16: Booth 17: Booth 18: Booth 19: Booth 20:
Premium booth space — features receptions and meal breaks SOLD premium booth space SOLD normal booth space
SOLD SOLD TExAS BALLROOM EF GENERAL SESSION/LUNCH
TExAS AB TRACK
TExAS J TRACK
TExAS CD TRACK
TExAS GHI TRACK
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Sunday, September 14 7:00 p.m. – 8:30 p.m. Sponsored by: TBD
This informal reception is open to all guests and will allow the FTZ community to network with others with similar interests and occupational specialties as they arrive in the Fort Worth area. The reception will include light hors d’oeuvres and drinks.
Monday, September 15 5:45 p.m. – 7:00 p.m. Sponsored by: TBD
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 reception is included in your conference registration.
Tuesday, September 16 In preparation for the first ever NAFTZ Fun Run 5K, held early Tuesday morning, be sure to bring your running attire. More details to follow.
“57% of companies have, or will build, Foreign-Trade Zone capabilities to advance global trade”.
Are you taking advantage of automation? Visit Amber Road’s booth to learn how Amber Road can help you automate FTZ processes to reduce total landed costs.
For more information, please visit www.AmberRoad.com
Advancing Global Trade: Foreign Trade Zone Solutions ReveledAberdeenGroup 2014
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7:00 p.m. Registration
7:00 p.m. – 8:30 p.m. Welcome Reception
7:00 a.m. Registration
7:45 a.m. Continental Breakfast SponSor Port of Brownsville
8:00 a.m. Opening Remarks Speaker Fort Worth Mayor Betsy Price
8:30 a.m. Welcome Address Speaker Commissioner R. Gil Kerlikowske (i) Moderator Jan Frantz, BC/CAL/KAL Inland Port Devpt. Corp.
9:05 a.m. Changes & Updates to CBP’s Focused Assessment Program • First set of changes/update since 2003 • Acknowledge how importers are selected for audit • Define significance of receiving a call from Reg. Audit • Identify types of audits & how to prepare for an audit • Define areas addressed by CBP & sharing of information with other PGAs • Define filing of prior disclosures in an audit & response time available to importers • Identify timing/rollout of FA changes SpeakerS Elizabeth Ciavetta, Dir. of Audit Policy, Regulatory Audit, CBP Headquarters Cheryl Johnson, CBP Regulatory Audit Moderator Shannon Fura, Page•Fura, P.C.
11:05 a.m. Refreshment Break SponSor Port Freeport
11:35 a.m. FTZ Overview, Benefits & Requirements • Identify benefits & regulatory process • Provide program history & purpose Speaker David Ostheimer, Lamb & Lerch Moderator Ken Carlstedt, Momentive Performance (i)
12:35 p.m. Keynote Luncheon 12:45 p.m. Presentation Speaker Rich DiNucci, CBP (i) ModeratorS Dan Griswold, NAFTZ Curtis Spencer, IMS Worldwide, Inc. (Houston) SponSor Rockefeller Group Foreign-Trade Zones Services
1:20 p.m. General Session: CBP’s Trusted Trader Pilot Program • Pilot released on June 13, 2014 • Define global implications & requirements • Address benefits • Determine effect on operations Speaker Katie Tangman, Columbia Sportswear Co. (i) Moderator Daryl Moore, Sandler, Travis & Rosenberg, P.A. (i)
2:05 p.m. Break
2:10 p.m. FTZ Application & Activation Processes • Identify requirements & Transmission of application & authority Speaker Jason Given, KPMG, LLP Moderator Rebecca Williams, Rockefeller Foreign Trade Zone Services
3:10 p.m. Refreshment Break SponSor The Law Office of Lawrence W. Hanson, P.C.
3:40 p.m. Inventory Control & Recordkeeping Systems • Determine requirements & removal processes Speaker Lesley Couch, Indigo Trade Solutions, LLC Moderator Eva Tomlinson, Zone Solutions, LLC
4:40 p.m. Break
4:45 p.m. Merchandise Handling & Zone Status • Identify storage, removal & destruction rules Speaker Bill Fisher, FTZ Networks (i) Moderator Eva Tomlinson, Zone Solutions, LLC
5:45 p.m. Adjourn
5:45 p.m. Grand Opening Networking Reception
(i) — Invited
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11:35 a.m. Combined Grantee & Operator/User: Regulatory & Operational Changes to the FTZ Program • For intermediate/established Grantees & Operator/Users • Identify the issues • Define ACE 2015/FTZB Board Regulations/CBP Regulations/Timing Notifications • Determine what CBP wants Grantees to know & share with prospective zone prospects • Identify ways of taking a proactive rather than reactive approach to reviews Speaker Trey Boring, IMS Worldwide (i) Moderator Greg Jones, Foreign-Trade Zone Corporation
12:35 p.m. Keynote Luncheon 12:45 p.m. Presentation Speaker Rich DiNucci, CBP (i) ModeratorS Dan Griswold, NAFTZ Curtis Spencer, IMS Worldwide, Inc. (Houston) SponSor Rockefeller Group Foreign-Trade Zones Services
1:20 p.m. General Session: CBP’s Trusted Trader Pilot Program • Pilot released on June 13, 2014 • Define global implications & requirements • Address benefits • Determine effect on operations Speaker Katie Tangman, Columbia Sportswear Co. (i) Moderator Daryl Moore, Sandler, Travis & Rosenberg, P.A. (i)
2:05 p.m. Break
2:10 p.m. Resources that Complement the FTZ Program in a Competitive Economic Development Environment • Determine ways to attract investment to finance private & public infrastructure required for mfg, processing, assembly, distribution & transportation facilities • Identify local, state & federal resources available to assist in financing FTZ projects and to add value to your FTZ program SpeakerS Keith Meurlin, Washington Dulles FTZ #137 (i) Mike Carroll, Green Card Fund (i) Kevin Burwell, Northeast Ohio Regional Center Moderator Isabel Romero, Puerto Rico Industrial Devpt. Company (i)
3:10 p.m. Refreshment Break SponSor The Law Office of Lawrence W. Hanson, P.C.
3:40 p.m. Marketing & Innovation of FTZ Projects • A case study: Successful FTZ projects that have spurred community economic development & opened up opportunities for new industries to use the FTZ program Speaker Teresa Carr, Port of Portland – FTZ #45 (i) Moderator Isabel Romero, Puerto Rico Industrial Devpt. Company (i)
4:40 p.m. Break
4:45 p.m. When an FTZ Prospect Calls… • Identify types of operations (Mfg/Distribution/Oil) • Determine the questions Grantees should ask • Define value added that Grantee can provide • Understand the benefits unique to different industries • Identify ways to market the FTZ to those different industries SpeakerS Jim Maloney, Port of San Francisco Torrey Chambliss, Port Tampa Bay/FTZ 79 Moderator Carrie Zethmayr, Rockford Area Economic Development
5:45 p.m. Adjourn
5:45 p.m. Grand Opening Networking Reception
(i) — Invited
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11:35 a.m. Combined Grantee & Operator/User: Regulatory & Operational Changes to the FTZ Program • For intermediate/established Grantees & Operator/Users • Identify the issues • Define ACE 2015/FTZB Board Regulations/CBP Regulations/Timing Notifications • Determine what CBP wants Grantees to know & share with prospective zone prospects • Identify ways of taking a proactive rather than reactive approach to reviews Speaker Trey Boring, IMS Worldwide (i) Moderator Greg Jones, Foreign-Trade Zone Corporation
12:35 p.m. Keynote Luncheon 12:45 p.m. Presentation Speaker Rich DiNucci, CBP (i) ModeratorS Dan Griswold, NAFTZ Curtis Spencer, IMS Worldwide, Inc. (Houston) SponSor Rockefeller Group Foreign-Trade Zones Services
1:20 p.m. General Session: CBP’s Trusted Trader Pilot Program • Pilot released on June 13, 2014 • Define global implications & requirements • Address benefits • Determine effect on operations Speaker Katie Tangman, Columbia Sportswear Co. (i) Moderator Daryl Moore, Sandler, Travis & Rosenberg, P.A. (i)
2:05 p.m. Break
2:10 p.m. Automated In-Bond: Inbound & Outbound • QP/WP/EPTT SpeakerS Phil Maultsby, Levi Strauss & Co. (i) Arcelio Gerardo, Miami Free Zone/FTZ World Services (i) James Anderson, Epson Portland, Inc. (i) Moderator TBD
3:10 p.m. Refreshment Break SponSor The Law Office of Lawrence W. Hanson, P.C.
3:40 p.m. Implementation of an FTZ in a Manufacturing Environment: Challenges & Best Practices SpeakerS Rebecca Williams, Rockefeller Group Foreign Trade Zone Services Frankie Bryson, Nissan North America Moderator Diana Urelius, Mitsubishi Caterpillar Forklift America Inc. (i)
4:40 p.m. Break
4:45 p.m. Combined Operator/User & Petroleum: Security Standards — CTPAT, FTZ & Port Uniformity • Define current Cargo Security Standards/Update of TD 72-56 (1972) • Differentiate between standards for CTPAT vs FTZs • Identify differences between securing a warehouse versus a large production facility versus a refinery SpeakerS TBD Moderator Bill Carr, Phillips 66 (i)
5:45 p.m. Adjourn
5:45 p.m. Grand Opening Networking Reception
(i) — Invited
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11:35 a.m. Petroleum Q&A with CBP • Identify impact of FA changes on petroleum operations Speaker Cheryl Johnson, CBP Regulatory Audit/CEE (i) Moderator Michael Thomas, Thomas International Group (i)
12:35 p.m. Keynote Luncheon 12:45 p.m. Presentation Speaker Rich DiNucci, CBP (i) ModeratorS Dan Griswold, NAFTZ Curtis Spencer, IMS Worldwide, Inc. (Houston) SponSor Rockefeller Group Foreign-Trade Zones Services
1:20 p.m. General Session: CBP’s Trusted Trader Pilot Program • Pilot released on June 13, 2014 • Define global implications & requirements • Address benefits • Determine effect on operations Speaker Katie Tangman, Columbia Sportswear Co. (i) Moderator Daryl Moore, Sandler, Travis & Rosenberg, P.A. (i)
2:05 p.m. Break
2:10 p.m. Exporting Resin After the 2015-2016 BOOM • Determine what it means to the supply chain to have billions more lbs of resin coming in during the next 2-5 years • Define current routing & pricing models • Identify where producers will get containers in the Gulf Coast • Acknowledge new routing & pricing models to reduce cost • East Coast to Europe — West Coast to Asia Speaker Curtis Spencer, IMS (i) Moderator Kathryn Terry, Shell Oil Products US (i)
3:10 p.m. Refreshment Break SponSor The Law Office of Lawrence W. Hanson, P.C.
3:40 p.m. Managing Compliance • Define best practices for recordkeeping • Provide examples of training — new staff, ongoing, internal, external & broker review & control • Identify how to prepare for FTZ Compliance Reviews (spot check) Speaker Todd Davis, Ernst & Young LLP Moderator Jere Suter, Shell Oil Co. (i)
4:40 p.m. Break
4:45 p.m. Combined Operator/User & Petroleum: Security Standards — CTPAT, FTZ & Port Uniformity • Define current Cargo Security Standards/Update of TD 72-56 (1972) • Differentiate between standards for CTPAT vs FTZs • Identify differences between securing a warehouse versus a large production facility versus a refinery SpeakerS TBD Moderator Bill Carr, Phillips 66 (i)
5:45 p.m. Adjourn
5:45 p.m. Grand Opening Networking Reception
(i) — Invited
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Monday, September 15, 2014
Registration
Continental Breakfast SponSor Port of Brownsville
Opening Remarks with Fort Worth Mayor Betsy Price
Welcome Address
Changes & Updates to CBP’s Focused Assessment Program
Refreshment Break SponSor Port Freeport
Fundamentals of FTZs Track Petroleum Track Operator/User Track Grantee Track
FTZ Overview, Benefits & Requirements
Petroleum Q&A with CBP Regulatory & Operational Changes to the FTZ Program
Keynote Luncheon 12:45 p.m. Presentation Speaker Rich DiNucci, CBP (i)
SponSor Rockefeller Group Foreign-Trade Zones Services
CBP’s Trusted Trader Pilot Program
FTZ Application & Activation Processes
Exporting Resin After the 2015-2016 BOOM
Automated In-Bond Inbound & Outbound
Resources that Complement the FTZ Program in a Competitive Economic
Development Environment
Refreshment Break SponSor The Law Office of Lawrence W. Hanson, P.C.
Inventory Control & Recordkeeping Systems
Managing Compliance
Implementation of an FTZ in a Manufacturing Environment: Challenges &
Best Practices
Marketing & Innovation of FTZ Projects
Merchandise Handling & Zone Status
Combined Operator/User & Petroleum Track:Security Standards — CTPAT, FTZ & Port Uniformity
When an FTZ Prospect Calls…
Grand Opening Networking Reception
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7:00 a.m. Registration
7:15 a.m. Continental Breakfast
7:45 a.m. Opening Remarks
8:00 a.m. President’s Address Speaker Dan Griswold, NAFTZ
8:30 a.m. ACE Transition: Automation is not Optional • Understand CBP’s mantra “Don’t Wait Migrate” • Define implementation timeframes that impact you • Identify future ACE initiatives that could impact FTZ operators during ACE testing/deployment • NAFTZ ACE Taskforce issues addressed with CBP • Determine issues operator/users are seeing & best practices for resolution SpeakerS Melissa Irmen, Integration Point Steve Hilsen, CBP (i) Moderator Mark Nichols, Trade Zone Operations, Inc. (i)
9:30 a.m. Break
9:35 a.m. U.S. Foreign-Trade Zones Board Briefing Speaker Andrew McGilvray, Executive Director, U.S. Foreign Trade Zones Board Moderator Jan Frantz, BC/CAL/KAL Inland Port Devpt. Corp.
10:35 a.m. Break
10:40 a.m. Refreshment Break SponSor City of El Paso/El Paso International Airport
11:10 a.m. FTZ Admissions & Removal of Merchandise • Understand the admissions & removal process • Identify proper documentation • Determine delivery type & authorization requirements Speaker Cornelia Steinert, Canon Virginia Moderator Charles Daniels, Fortessa Tableware Solutions, LLC. (i)
12:10 p.m. Keynote Luncheon 12:40 p.m. Announcements 1:00 p.m. Keynote Speaker Ross Perot Jr. Moderator Jan Frantz, BC/CAL/KAL Inland Port Devpt. Corp.
1:40 p.m. Break
1:45 p.m. Periodic Reporting, Recordkeeping, Audit-Inspection Process & Enforcement • Identify discrepancies • Define HMF • Review reporting responsibilities Speaker Marshall Miller, Miller & Co., P.C. (i) Moderator Charles Daniels, Fortessa Tableware Solutions, LLC. (i)
2:45 p.m. Break
2:50 p.m. Combine with Petroleum Track: Researching Customs Issues • Identify available legal reference tools (e.g., statutes, regulations) & government agency websites • Government agency tools (e.g., CROSS, ICPs) • Global Internet search tools and sites SpeakerS Brian Picone, NAFTZ Anand Raghavendran, Netwin Solutions Moderator Shannon Fura, Page•Fura, PC
3:50 p.m. Refreshment Break SponSor The Law Office of Lawrence W. Hanson, P.C.
4:20 p.m. Adjourn
6:05 p.m. Main Reception TBD
(i) — Invited
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11:10 a.m. Effective Use of OFIS & Proposed Changes to the System • Define online FTZ information system requirements • Determine effective use from a Grantee perspective & communication with Operator/Users • Identify proposed changes to OFIS from the trade & FTZB SpeakerS Liz Whiteman, FTZB (i), Nancy Stephens, Freeport Moderator Scott Taylor, Miller & Co., P.C. (i)
12:10 p.m. Keynote Luncheon 12:40 p.m. Announcements 1:00 p.m. Keynote Speaker Ross Perot Jr. Moderator Jan Frantz, BC/CAL/KAL Inland Port Devpt. Corp.
1:40 p.m. Break
1:45 p.m. Operator/User: Having Your Annual Systems Check Matter • Determine regulatory requirements • Identify guidelines/best practices for conducting the review • Define Board Regulations 400.46 & Grantee liability SpeakerS Michael D’Aoust, Point Trade Services Inc. (i) Sean Lydon, ISCM Inc. (i) Moderator Scott Taylor, Miller & Co., P.C. (i)
2:45 p.m. Break
2:50 p.m. Understanding the Grantee’s Role & Responsibilities • Guidelines from regulations, • Additional guidance from FTZ Board Speaker Steve Boecking, Hillwood (i) Moderator TBD
3:50 p.m. Refreshment Break SponSor The Law Office of Lawrence W. Hanson, P.C.
4:20 p.m. Grantee Roundtable Moderator Angie Atwood, Columbus Regional Airport Authority – FTZ #138 (i)
5:35 p.m. Joint Roundtable with Operator/Users
6:05 p.m. Adjourn
6:05 p.m. Main Reception TBD
11:10 a.m. ITDS: From Order to Implementation • What is ITDS and what will it mean? • What is the current status? • How to communicate with CBP & other PGAs • How companies should be preparing • Using CBP as a tool to succeed • How to address errors SpeakerS Wayne Slossberg, Questaweb, Inc. (i) Dave Albanese, Amber Road Moderator TBD
12:10 p.m. Keynote Luncheon 12:40 p.m. Announcements 1:00 p.m. Keynote Speaker Ross Perot Jr. Moderator Jan Frantz, BC/CAL/KAL Inland Port Devpt. Corp.
1:40 p.m. Break
1:45 p.m. Export Compliance Issues • Identify all parties to the transaction • Define export control responsibilities, government agency considerations, & screening SpeakerS Sean Murray, Miller & Co. (i) Julie Ritenour, Mitsubishi Electric (i) Moderator Amie Ahanchian, KPMG, LLP
2:45 p.m. Break
2:50 p.m. Automated Export System Updates • Review compliance issues Census has identified & operational issues identified by the Trade • Identify potential changes to AES SpeakerS Wendy Peebles, U.S. Census Bureau (i) Shana Head, Abbott Laboratories Moderator Amie Ahanchian, KPMG, LLP
3:50 p.m. Refreshment Break SponSor The Law Office of Lawrence W. Hanson, P.C.
4:20 p.m. Operator/User Roundtable Moderator Lesley Couch, Indigo Trade Solutions (i)
5:35 p.m. Joint Roundtable with Grantees
6:05 p.m. Adjourn
6:05 p.m. Main Reception TBD
(i) — Invited
FTZs: Wide Open FOr Trade
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Petroleum Track 11:10 a.m. FTZ 101 Session: Zone Calculation Workshop • Identify relative value • API gravity • Attribution • Customs duties Speaker Clay Perry, Integration Point (i) Moderator Beverly Cruz, Shell Chemical LP (i)
12:10 p.m. Keynote Luncheon 12:40 p.m. Announcements 1:00 p.m. Keynote Speaker Ross Perot Jr. Moderator Jan Frantz, BC/CAL/KAL Inland Port Devpt. Corp.
1:40 p.m. Break
1:45 p.m. How Non-NAFTA Inputs Can Impact Your Bottom Line • Identify Mexico’s Focus on Article 303 Speaker Bruce Leeds, Braumiller Law Group (i) Moderator TBD
2:45 p.m. Break
2:50 p.m. Combine with Fundamentals Track: Researching Customs Issues • Identify available legal reference tools (e.g., statutes, regulations) & government agency websites • Government agency tools (e.g., CROSS, ICPs) • Global Internet search tools & sites SpeakerS Brian Picone, NAFTZ Anand Raghavendran, Netwin Solutions Moderator Shannon Fura, Page•Fura, PC
3:50 p.m. Refreshment Break SponSor The Law Office of Lawrence W. Hanson, P.C.
4:20 p.m. Petroleum Roundtables Moderator Kathryn Terry, Shell Oil Products US (i)
6:05 p.m. Adjourn
6:05 p.m. Main Reception TBD (i) — Invited
FTZs: Wide Open FOr Trade
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Tuesday September 16, 2014
Registration
Continental Breakfast
Opening Remarks
NAFTZ President’s Address, Dan Griswold
ACE Transition: Automation is not Optional
U.S. Foreign Trade Zones Board Briefing
Refreshment Break SponSor City of El Paso/El Paso International Airport
Fundamentals of FTZs Track Petroleum Track Operator/User Track Grantee Track
FTZ Admissions & Removal of Merchandise
FTZ 101 Session: Zone Calculation Workshop
ITDS: From Order to Implementation
Effective Use of OFIS & Proposed Changes
to the System
Keynote Luncheon 12:40 p.m. Announcements 1:00 p.m. Keynote
Speaker Ross Perot Jr.
Periodic Reporting, Recordkeeping, Audit-Inspection Process &
Enforcement
How Non-NAFTA Inputs Can Impact Your Bottom Line
Export Compliance IssuesOperator/User:
Having your Annual Systems Check Matter
Researching Customs IssuesAutomated Export System
UpdatesUnderstanding the Grantee’s
Role & Responsibilities
Refreshment Break SponSor The Law Office of Lawrence W. Hanson, P.C.
Petroleum Roundtable
Operator/User Roundtable Grantee Roundtable
Joint Roundtable
Main Reception TBD (if confirmed)
7:00 a.m.
8:00 a.m.
8:30 a.m.
9:00 a.m.
9:30 a.m.
10:00 a.m.
10:35 a.m.
11:10 a.m.
11:30 a.m.
12:10 p.m.
12:30 p.m.
1:00 p.m.
1:40 p.m.
4:00 p.m.
5:00 p.m.
5:35 p.m.
6:05 p.m.
7:45 a.m.
7:15 a.m.
9:35 a.m.
10:40 a.m.
2:50 p.m.
3:15 p.m.
3:50 p.m.
4:20 p.m.
4:45 p.m.
1:45 p.m.
2:45 p.m.
2:15 p.m.
FTZs: Wide Open FOr Trade
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7:00 a.m. Registration
7:30 a.m. Annual Business Meeting — MeMberS only breakfaSt SponSor PointTrade Services Inc.
9:00 a.m. Non-Member Breakfast SponSor Integration Point
10:00 a.m. Break
10:05 a.m. Year in the Life of a Grantee Administrator • Invoices • Turnaround, approval process, marketing initiatives, fees, questions, letters issues • Zone schedules • Reporting Speaker Shane Williams, Port of Houston (i) Moderator TBD
11:05 a.m. Break
11:10 a.m. Grantee Education & the Varying Functions of a Grantee from Zone to Zone • Getting up to speed on FTZs • Determine networking/educational opportunities • Identify marketing ideas, once up to speed • Differentiate a Grantee’s job function from one Grantee to another • Learn from success SpeakerS Julie Brown, Georgia Foreign Trade Zone, Inc. Steve Escobar, Port of Stockton - FTZ #231 (i) Christina Wood, Dallas/Fort Worth International Airport - FTZ #39 (i) Moderator Karen Reese, Fort Lauderdale Executive Airport (i)
12:10 p.m. Keynote Luncheon Speaker Governor Rick Perry (i) Moderator Jim Smith, Smith Dawson & Andrews (i)
1:15 p.m. World Free Zones Organization (WFZO) • Provide examples of utilizing the free zone model globally • Identify regional economic impact • Define benefit of partnership SpeakerS Ken Carlstedt, Momentive Performance (i) Julie Brown, Georgia Foreign-Trade Zones Lewis Leibowitz, Hogan Lovells US LLP Dr. Samir Hamrouni Dr. Mohammed Al Zarooni Moderator Dan Griswold, NAFTZ
1:40 p.m. Break
2:45 p.m. Refreshment Break SponSor Amber Road
3:15 p.m. Adjourn
(i) — Invited
FTZs: Wide Open FOr Trade
18
10:05 a.m. Weekly Entry & the Apparel, Footwear & Retail Industries • Importance & impact of feasibility studies • Merchandise processing fees • Direct delivery considerations • Challenges & pitfalls SpeakerS Harold Gaffney, Charles Komar & Sons, Inc. (i) Patrick Fox, VF Outdoor, Inc. (i) Mike McGarvey, Helly Hansen (i) Moderator Yvonne Long, Hugo Boss (i)
11:05 a.m. Break
11:10 a.m. Role of the Express Carrier in an FTZ Environment • Structure and management of in-bond process • Focus on small package/express parcel shipments both for import and export • Carrier’s point of view Speaker Bill Ansley, UPS Trade Managed Services Moderator Suzanne Smith, Rockefeller Group Foreign Trade Services
12:10 p.m. Keynote Luncheon Speaker Governor Rick Perry (i) Moderator Jim Smith, Smith Dawson & Andrews (i)
1:15 p.m. World Free Zones Organization (WFZO) • Provide examples of utilizing the free zone model globally • Identify regional economic impact • Define benefit of partnership SpeakerS Ken Carlstedt, Momentive Performance (i) Julie Brown, Georgia Foreign-Trade Zones Lewis Leibowitz, Hogan Lovells US LLP Dr. Samir Hamrouni Dr. Mohammed Al Zarooni Moderator Dan Griswold, NAFTZ
1:40 p.m. Break
1:45 p.m. Liability & Protection for FTZ Operators • Understand the exposures & risks associated with operating an FTZ • Minimize risk through documentation & risk management • Learn how to protect your financial investment from loss • Define role & importance of the FTZ Operator’s Bond Speaker Terry Cummings, Roanoke Trade Moderator David Murphy, Grunfeld, Desiderio, Lebowitz, Silverman & Klestadt LLP (i)
2:45 p.m. Refreshment Break SponSor Amber Road
3:15 p.m. FTZ Software Systems: Understanding Your Technology Needs • Provide an objective view of key issues to consider • Identify internal company considerations • Define barriers that must be overcome • Determine key functionality considerations & lessons learned SpeakerS TBD Moderator David Murphy, Grunfeld, Desiderio, Lebowitz, Silverman & Klestadt LLP (i)
4:15 p.m. Adjourn
(i) — Invited
FTZs: Wide Open FOr Trade
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11:05 a.m. Break
11:10 a.m. ACE Tips & Tricks • Address functionality, communications with CBP, running reports, & compliance tools Speaker TBD Moderator Liz Connell, Integration Point (i)
12:10 p.m. Keynote Luncheon Speaker Governor Rick Perry (i) Moderator Jim Smith, Smith Dawson & Andrews (i)
1:15 p.m. World Free Zones Organization (WFZO) • Provide examples of utilizing the free zone model globally • Identify regional economic impact • Define benefit of partnership SpeakerS Ken Carlstedt, Momentive Performance (i) Julie Brown, Georgia Foreign-Trade Zones Lewis Leibowitz, Hogan Lovells US LLP Dr. Samir Hamrouni Dr. Mohammed Al Zarooni Moderator Dan Griswold, NAFTZ
1:40 p.m. Break
1:45 p.m. NAFTA: 20 Years in Are We Taking Full Advantage of Benefits? • Identify opportunities for your operations • Define the benefits Speaker Dom Gambardella, PricewaterhouseCoopers, LLP Moderator Cora DiPietro, Livingston International
2:45 p.m. Refreshment Break SponSor Amber Road
3:15 p.m. Changes in Mexico’s In-Bond Program • Define IMMEx • Identify paperless customs & tax procedures • Determine Value Added Tax (VAT) considerations SpeakerS Larry Hanson, The Law Office of Lawrence W. Hanson, P.C. (i) Moderator Cora DiPietro, Livingston International
4:15 p.m. Adjourn
(i) — Invited
FTZs: Wide Open FOr Trade
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Wednesday September 17, 2014
Registration
Annual Business Meeting MEMBERS ONLY Breakfast
SponSor PointTrade Services, Inc.
Non-Member Breakfast SponSor Integration Point
Operator/User Track 1 Operator/User Track 2 Grantee Track
Weekly Entry & the Apparel, Footwear & Retail Industries
Year in the Life of a Grantee Administrator
Role of the Express Carrier in an FTZ Environment
ACE Tips & TricksGrantee Education & the
Varying Functions of a Grantee from Zone to Zone
Keynote Luncheon
Speaker Governor Rick Perry
World Free Zones Organization (WFZO)
Liability & Protection for FTZ Operators
NAFTA: 20 Years in Are We Taking Full Advantage of Benefits?
Refreshment Break SponSor Amber Road
FTZ Software Systems: Understanding Your Technology Needs
Changes in Mexico’s In-Bond Program
Adjourn
7:00 a.m.
7:30 a.m.
8:00 a.m.
8:30 a.m.
9:00 a.m.
9:30 a.m.
10:05 a.m.
10:30 a.m.
11:05 a.m.
11:30 a.m.
12:30 p.m.
1:00 p.m.
1:45 p.m.
2:15 p.m.
2:45 p.m.
3:15 p.m.
3:45 p.m.
4:15 p.m.
10:00 a.m.
1:40 p.m.
1:20 p.m.
11:10 a.m.
12:10 p.m.
FTZs: Wide Open FOr Trade
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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
Registration Amount $
Reception Guest Tickets $
Total Enclosed $
Check VISA MC AMEx
Cardholder’s Name
Credit Card #
Exp. Date
Cardholder’s Signature
NAFTZ , 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 )
Attendees MUST hold an NAFTZ membership in their name to receive the member rate. Registration and full payment must be received by August 20, 2014 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 8/20) On-Site (after 8/20) Member $ 825 $ 925Non-Member $ 1,300 $ 1,400 Federal Government $ 475 $ 575
Registration fees are fully refundable for written cancellations received by the NAFTZ by August 20, 2014. Cancellations received by the NAFTZ between August 21 & September 1, 2014 will receive a 50% credit for their registration fee toward a future 2015 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.
Sunday 9/14 Reception from 7-8:30 p.m.? Yes NoMonday 9/15 Reception at 5:45 p.m.? Yes NoTuesday 9/16 Event at 6:05 p.m. (if confirmed)? Yes No
Golf Event if held on Sunday 9/14? Yes NoFun Run 5K held early Tuesday 9/16? Yes No
FTZs: Wide Open FOr Trade
22
Wednesday Business Meeting Sponsor
PointTrade Services, Inc.
Monday Luncheon Sponsor
Rockefeller Group Foreign Trade Zone Services
Monday A.M. Refreshment Break Sponsor
Port Freeport
Tuesday A.M. Refreshment
Break Sponsor
City of El Paso/El Paso International Airport
Monday & Tuesday P.M. Refreshment
Break Sponsor
The Law Office of Lawrence W. Hanson, P.C.
Gold Sponsor
Amber Road
Fort Lauderdale Executive Airport
Silver & Calculator Clip Sponsor
Indigo Trade Solutions, LLC
Media Sponsor
Journal of Commerce
Conference Tote Bag Sponsor
QuestaWeb, Inc.
Pocket Program Sponsor
Page•Fura, P.C.
Conference Room Key Sponsor
Foreign-Trade Zone Corp.
Fan/Flashlight Sponsor
BC/CAL/KAL Inland Port Devpt. Corp.
Stress Ball Sponsor
Braumiller Law Group, PLLC
Stylus Pen Sponsor
Port of Corpus Christi Authority
Notepad Sponsor
Zone Solutions, LLC
Post-It Sponsor
Miami Free Zone/FTZ World Services
Monday Breakfast Sponsor
Port of Brownsville
Platinum & iPhone Battery Charger Sponsor
Integration Point
FTZs: Wide Open FOr Trade
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Name Company
Phone Fax E-mail
Total Sponsorship Amount $
Total Enclosed $
❍ Check ❍ VISA ❍ MC ❍ AMEx
Cardholder’s Name
Credit Card #
Exp. Date
Cardholder’s Signature
NAFTZ , 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 )
Sponsorship Level ❒ Silver Sponsor — $1,500
Meal/Break Sponsorships ❒ Formal Luncheon Sponsor — Tuesday — $5,000❒ Formal Luncheon Sponsor — Wednesday — $5,000❒ Continental Breakfast Sponsor — Tuesday — $3,000
Spotlight Advertisement Sponsorships ❒ Welcome Reception Sponsor — $5,000 ❒ Grand Opening Networking Reception Sponsor — $10,000❒ Main Event Reception Sponsor — Call for details❒ Phone Smart Wallet Sponsor — $1,750 ❒ Educational Sponsor — $1,500
FTZs: Wide Open FOr Trade
24
Level Sponsorship Amount
Platinum*$8,000
Gold***$5,000
Silver$1,500
Opportunity to include 1 question in attendee survey (provide by 8/14) ** 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 P.M. 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
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 are limited to 2 companies, break benefit goes to the first confirmed sponsor.
Sponsorsh ip Leve l Benef i ts
Standard Sponsorsh ip Benef i ts All sponsors will receive the following in addition to specific sponsorship level benefits as listed below: Written acknowledgement in the monthly NAFTZ newsletter, 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.
Amount
A.M. Refreshment Break — Monday $1,000
A.M. Refreshment Break — Tuesday $1,000
P.M. Snack Break — Monday $1,000
P.M. 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
Meal /Break Sponsorsh ips
SOLD — The Law Office of Lawrence W. Hanson, P.C. SOLD — The Law Office of Lawrence W. Hanson, P.C.
SOLD — Port of Brownsville
FTZs: Wide Open FOr Trade
25
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.
Amount
Welcome Reception (Sunday Night) — half-page ad in back section of seminar/conference program, exclusive signage & formal recognition
$5,000
Grand Opening Networking Reception (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
iPhone Battery Charger* — corporate name/logo featured on the battery used to recharge a dead or low battery or upgrade to include charger cord. Compatible with most smartphones, iPhones, and USB powered devices. Item to be featured in conference totebags given to all attendees. Upgrade to include connecting cord. (Logo ARTWORK required by 8/4.)
$3,500 or upgrade
$4,000
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
Notepad Sponsorship* — features corporate logo on the event notepad that is distributed to all attendees included in conference totebags
$3,000 or mini $650
Calculator Clip Magnet — corporate name/logo featured on the clip with magnetic backing included in conference totebags given to all attendees.
$2,500
Conference Tote Bags* — company name and logo printed in silk screen on one side of the polyester tote bags $5,000 or the non-woven totebag with screen print logo/name at $2,000. Both have the opportunity to include one item of corporate promotional material
$2,000 or upgrade
$5,000
Phone Smart Wallet Sponsorship* — corporate name/logo featured on the silicone wallet/pocket with adhesive backing included in conference totebags given to all attendees. Wallet holds credit/debt/gift cards/room keys and fit is customized for flat backed iPhones, but fits most models
$1,750
Fan/Flashlight Sponsorship* — corporate name featured on the item with program recognition included in conference totebags given to all attendees
$1,500
Educational Scholarship — includes attendance for up to 4 local (NAFTZ arranged) International 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, and standard sponsor benefits/acknowledgement.
$1,500
Stress Ball Sponsorship* — includes corporate name/logo on one side of the stress balls or upgrade to a cowboy boot, which will be included in conference totebags given to all attendees
$1,000 or upgrade
$1,500
Stylus Pen or Phone Adhesive Sponsorship* — features corporate logo on the event pens/stylus distributed to all attendees or upgrade to feature stylus as an adhesive to one’s phone included in conference totebags given to all attendees
$650 or upgrade
$1,850
Post-It Sponsorship — includes corporate name/logo on the post-it pad, which will be included in conference totebags given to all attendees
$650
Spot l ight Advert isement Sponsorsh ips
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Booth Number Request (see page 6 for options)
Any Special Requests
Exhibit Registration Fee* (Normal Booth) $ 2,000 Exhibit Registration Fee* (Premium Booth) $ 3,250
Total Enclosed $
* Includes registration fee for one booth personnel.
Check VISA MC AMEx
Cardholder’s Name
Credit Card #
Exp. Date
Cardholder’s Signature
I 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
List 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
Please 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 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.
NAFTZ , 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 )
FTZs: Wide Open FOr Trade
27
Applications will not be processed without the required payment.
A 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.
Space 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.
NAFTZ 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.
No 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.
Each 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.
No 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 requirementsfor 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.
All booths shall be 8’ x 10’
To 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.
Display set-up will begin on Sunday, September 14, 2014. 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 15, 2014.
The dismantling of displays begins at 3:15 p.m. on Wednesday, September 17, 2014. 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.
The 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.
NAFTZ, 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 orgoods, 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. 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.
Any 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.
All booth personnel must be paid registrants of the Conference & Exposition. One booth attendant fee is included in the exhibit registration fee.
FTZs: Wide Open FOr Trade
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Fundamentals of FTZs January 4-5, 2015 Sheraton Austin at the Capitol • Austin, Tx
Legislative & Regulatory Seminar February 10, 2015 Loews Madison Hotel • Washington, DC
Annual Spring Seminar May 17-19, 2015 Hilton Tampa Downtown Hotel • Tampa, FL
Please visit www.naftz.org for details on NAFTZ meetings.
Annual Conference & Exposition September 27-30, 2015 Loews Hollywood Hotel • Hollywood, CA
Suggestions for future ZoneCast topics, contact Victoria Cartwright at [email protected].