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Dates & Locations (two-day program)
Agenda
Registration Information
Unz & Co.’s Export Operations & Procedures workshop provides a hands-on, comprehensive understanding of what is involved in selling and transporting goods to foreign buyers. We’ll take you through the entire process from negotiating terms of sale and payment with a prospective customer to the delivery of goods to their final destination.
This comprehensive look at export operations shows you:
- How to prepare an export quotation worksheet
- How to prepare a complete and accurate commercial invoice
- The terminology of international trade
- When an Automated Export System (AES) filing is required
- The role of the freight forwarder
- Requirements and use of various types of Certificates of Origin
- How to use the Schedule B properly
- Understand a “Routed Export Transaction” and avoid criminal or civil liability
You will learn to identify and understand:
- Terms of Sale (Incoterms® 2010)
- The responsibilities of Seller & Buyer under a particular Term of Sale
- The division of costs between the parties for delivery of goods under an Incoterm ®
- Where risk of loss shifts from Seller to Buyer with each Term
- The four principal Terms of Payment in International Trade
- The financial risks associated to each method
- The establishment and workings of a Letter of Credit
- How a Documentary collection works and the benefits to its use
This
allows us to give you the complete picture of the export process, not
an overview. Our workshop is more in-depth than other one-day
sessions – we give step-by-step know how! |
- Exporters and professionals involved in the Sales, Marketing, Traffic, Logistics, Documentation or Credit Departments of firms doing business internationally
- Manufacturers and distributors who are looking to expand their markets abroad
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The two-day Agenda for the Export Operations Workshop includes:
8:00 a.m.
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Registration and Continental Breakfast
8:30 a.m. – 4:30 p.m.
Export Quotation Worksheet
- A suggested process
- Understanding and including all cost elements into your export quote
Pro Forma Invoice
- Purposes and use of the pro forma invoice
- The export quotation worksheet
- Elements of the export price
- Use of terms of sale & payment International Sales Contracts
International Sales Contracts
- Formation of a contract of sale
- U.N. Convention on the International Sale of Goods
- Obligations of buyers and sellers
- Delivery of merchandise and documents
Terms of Sale - Incoterms
- Background on Incoterms
- Distinction with American Foreign Trade definitions
- Structure of ICC publication
- Incorporation within the international sale contract
- Logical sequence of presentation
- Definitions of elements
- Review of the eleven rules
Methods of Payment
- Cash in Advance
- Letter of Credit
- Documentary Collection
- Open Account
Letter of Credit Payment Process
- L/C instructions
- L/C requirements prior to shipment
- Step-by-step payment process
- Discrepancies: types and nature
- Avoiding delays
- Overview of UCP 600
Documentary Collection Payment Process
- Risks to buyer & seller
- Step-by-step collection process
- Introduction to URC 522
8:00am – 8:30am
- Registration and Continental Breakfast
8:30am – 4:30pm
Classification Under the Harmonized System
- Structure of the Schedule B
- General Rules of Interpretation
- Applying the hierarchy of classification
- Section & Chapter Notes
- Numbering structure & nomenclature
Commercial & Legal Documents
- Commercial invoices
- Packing lists
- Country specific documents
- Certificates of origin
- Consular documents
- Legalization requirements
- Pre-shipment inspection certificate
Recordkeeping Requirements
Shipper’s Export Declaration
- Requirements for filing the SED (AES)
- USPPI and Routed Export Transaction Rules
- Proper preparation
- SED exemptions
- Methods of filing
- Definition of AE
- Filing Methods
- Data Elements
Export Clearance Processes
- Immediate Exportation
- Transportation & Exportation Entry
- ATA Carnet
- TIB Cancellations
Transportation Methods & Freight Rates
- Modes of transport
- Inland freight
- Multi-modal
Transportation Documents
- Types of transport documents
- Coordination of documents & cargo
- Certificates of insurance
Export Documentation, Procedures & Terms of Sale
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Updated - Letters of Credit for Exporters & Importers
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2012 Schedule: Export Operations & Procedures Workshop |
| June 11-12 |
Chicago, IL |
Hotel Information |
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| July 9-10 |
Minneapolis, MN |
Hotel Information |
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| July 16-17 |
San Diego, CA |
Hotel Information |
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| Aug 6-7 |
Boston, MA |
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| Aug 20-21 |
Saddle Brook, NJ |
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| Sep 10-11 |
Houston, TX |
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| Sep 10-11 |
Nashville, TN |
Hotel Information |
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| Oct 1-2 |
Atlantic City, NJ |
Hotel Information |
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| Oct 15-16 |
Chicago, IL |
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| Oct 22-23 |
Atlanta, GA |
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| Nov 12-13 |
Cleveland, OH |
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| Nov 26-27 |
Long Beach, CA |
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| Dec 3-4 |
Charlotte, NC |
Hotel Information |
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| Dec 10-11 |
Philadelphia, PA |
Hotel Information |
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For more information on dates and locations not listed,
or to arrange for an in-house program on this topic,
please call Unz & Co. Customer Service at 800-631-3098
Registration
Register online above or
call Unz & Co. Customer Service at 800-631-3098 to register
- or -
 Click here for printable registration form (.pdf format)
FAX seminar registration forms to: (732) 868-0260
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