imagine.

Those words are at the heart of this year’s conference.

The best way to predict the future is to create it. Abraham Lincoln Integration Point

After all, the future cannot create itself.We are the inventors of our future. That’s why we challenge ourselves every day to think bigger and dream greater. We take inspiration in the impossible. Through the love of our work, we believe we can change the way the world works.

And now we invite all of you to imagine with us. Tell us what the future of global trade should be. Tell us what sounds too good to be possible, and together we will create a world where anything is possible.

Global FTA Management (7 CCS/CES)Learn the history of FTAs around the globe, qualification and requirements, certificates of origin, considerations when making multiple trade agreements work for you, and more!Room: Union

Is Your Export Program Healthy? (7 CES)Review the basics of what it takes to maintain compliance while checking to make sure your export program is healthy today. Topics will include Incoterms, AES process, licensing, audits, and creating a collaborative environment with your freight forwarder. Attendees will walk away knowing the steps needed to keep their export program healthy and compliant. Room: York

How to Utilize the Tools within Integration Point Solutions (2 CCS/CES)Examine new tools within Integration Point solutions that have been developed to improve efficiency, visibility, and integration. Bring your laptop for this hands-on workshop!Room: Azalea

RegistrationRoom: Foyer Ballroom AB

Networking Reception & RegistrationRoom: The Lodge

monday8:30am - 5:00pm

2:00pm - 4:00pm

1:00pm - 4:00pm

6:00pm - 8:00pm

agenda9.26.16 - 9.28.16

Training Seminars: Additional Fees Apply

Great news! Receive 7 CCS/CES credits for attending our Annual Conference.

tuesdaytu

esda

yRegistration & BreakfastRoom: Fairway

WelcomeTom Barnes, CEO, Integration Point | Room: Ballroom AB

FTZ Advanced TopicsReview some of the challenging aspects of zones in 2016, including ACE and PGAs, as well as what to expect in 2017 and beyond with US FTZs. Liz Connell, Integration Point | Room: Ballroom AB

Managing Trade Compliance Declarations and Opportunities GloballyExplore the ability to validate entry declaration filings from any country and identify new opportunities to manage trade data using data analytics. This session will focus on clients using their declarations as provided by both brokers and/or Customs in that country to manage and analyze the data in order to increase compliance, make better decisions on existing trade operations, and identify duty savings opportunities. Richard Freeman, Merck & Co. | Room: Ballroom CDE

Product Road Map: Export Management and Denied Party ScreeningReview recent enhancements and product direction.Ken Peters, Integration Point | Room: Union

Hot Topic Roundtable: Valuation Through a Global Lens Anthony Tennariello, PwC | Room: York

Trade Compliance Integrated on a Single Platform Hear from clients who use single platform capability to automate their regulatory compliance functions in multiple areas and geographies. Integrating with your existing business systems is important – but so is the ability to address specific business requirements with a standardized approach. This ability is critical for establishing efficiency and consistency across geographic borders.Kevin Anderson, Siemens | Room: Ballroom AB

Risky Business - Minimizing Vulnerabilities in Your Global Supply ChainLearn best practices and potential approaches for mitigating risk in your global supply chain by looking beyond trade security and developing a more robust risk identification and assessment strategy. Scott Beardslee, Spirit AeroSystems & Ryan Bialas, Wabtec Corporation | Room: Ballroom CDE

7:30am - 8:30am

8:30am - 9:00am

9:15am - 10:00am

10:15am - 11:00am

Demos (choose one): 9:15 - 9:30 | Room: CarolinaA. Landed Cost ManagementB. Classifying Your Products Using Statistical AnalysisC. Navigating Your Data Through Lookups and Other ToolsD. Setting and Utilizing DPS Score Result Levels

Demos (choose one): 9:45 - 10:00 | Room: CarolinaA. Managing Performance of Multiple BrokersB. Exploring Self Filing Around the World - How Integration Point Can Help YouC. 185+ Tariff Schedules at Your FingertipsD. Digitizing Your Data

Demos (choose one): 10:15 - 10:30 | Room: CarolinaA. Landed Cost ManagementB. Global Broker Management - Best Practices and How Do You Do It?C. GTV - Visibility of Your Global ImportsD. Managing PGAs in Your FTZ

Demos (choose one): 10:45 - 11:00 | Room: CarolinaA. Threat Content in Risk ManagementB. Enhancing Classification Through Use of Global Tariff ContentC. HS Updating in an FTZ - What to Use and What to ConsiderD. News You Can Use - Finding News You Care About

Pitfalls of Managing Global Trade Compliance with Disparate SystemsExamine the risks and costs associated with having a heterogeneous mix of global trade compliance systems across regions and business units. A discussion will follow about benefits and opportunities associated with establishing a common global trade compliance platform.Clay Perry, Integration Point | Room: Ballroom AB

Developing a Successful Trade Compliance Team Examine the challenges and complexities of finding, managing, and developing staff into a global team capable of managing the requirements of a world class trade team.Rachel Pisani, Pisani Recruiting & Arika Rainbolt, Brunswick Boat Group | Room: Ballroom CDE

Product Road Map: Global Trade ContentReview recent enhancements and product direction. Angela Chamberlain, Integration Point | Room: Union

Hot Topic Roundtable: Supply Chain Planning - Best Practices and ToolsVirginia Thompson, Integration Point | Room: York

LunchRoom: Fairway

11:15am - 12:00pm

12:00pm - 1:00pm

Demos (choose one): 11:15 - 11:30 | Room: CarolinaA. Managing Performance of Multiple BrokersB. Auditing Broker Declarations Using Government DataC. Non-Qualifying BOM Analysis and SolicitationD. CBP’s Document Imaging System (DIS) and How to Use It

Demos (choose one): 11:45 - 12:00 | Room: CarolinaA. COO Determination for US Government ProcurementB. Automating Processes Using Business Process Management: Managing Notifications and Alerts in Export ManagementC. Managing a Compliant EU Program Post-UCCD. Taking Advantage of Back-to-Back FTA Certificates

10:15am - 11:00am Product Road Map: Entry VerificationReview recent enhancements and product direction.Virginia Thompson, Integration Point | Room: Union

Hot Topic Roundtable: DeMinimis (Section 321) for Ecommerce Clay Perry, Integration Point | Room: York

tues

day

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Developing and Managing the Process of Global Trade ComplianceExamine the best practices used by global traders to develop and maintain global trade compliance within their organization. Learn how a successful trade compliance program is a stable process with clearly defined roles and routinized tasks that support and expand upon an organization’s mission statement and commitment to excellence and integrity. George Weise, Integration Point | Room: Ballroom AB

Managing the Complexities of Free Trade AgreementsDiscover ways to manage free trade agreements effectively and use them to expand your global opportunities for duty optimization. Jenae Ciecko, Copper Hill & Julissa Jaime, Magna Powertrain | Room: Ballroom CDE

Product Road Map: Import ManagementVirginia Thompson, Integration Point | Room: Union

Hot Topic Roundtable: Drawback Strategies in the AES Future StateReview recent enhancements and product direction.Liz Connell, Integration Point | Room: York

Conclusion of the DayTom Barnes, CEO, Integration Point | Room: Ballroom AB

Group PhotoSouth Lawn

ActivitiesGolf Pavilion

DinnerRoom: Ballroom ABCDE

3:00pm - 3:45pm

4:00pm - 5:00pm

5:00pm - 5:15pm

6:30pm

7:30pm

Demos (choose one): 2:00 - 2:15 | Room: CarolinaA. Exploring Self Filing Around the WorldB. Trusted Trader Management Through Declaration Self AuditC. Supplier Risk Assessment - Beyond SecurityD. Enhancing Classification Through Use of Global Tariff Content

Demos (choose one): 2:30 - 2:45 | Room: CarolinaA. 185+ Tariff Schedules at Your FingertipsB. Integrated License ManagementC. Zone to Zone Transfers to Non-AffiliatesD. Mexico Definite Import vs. Maquila Processing

Demos (choose one): 3:00 - 3:15 | Room: CarolinaA. Analyzing Your Trade Lanes Using Global Trade ContentB. Managing PGAs in Your FTZC. Utilizing Your Own DPS Gray ListD. Driving Accurate Classifications with Interactive Surveys

Demos (choose one): 3:30 - 3:45 | Room: CarolinaA. Setting and Utilizing DPS Score Result LevelsB. Managing PGA Data in Global ClassificationC. News You Can Use - Finding News You Care AboutD. Managing the 2017 WCO Tariff Number Changes

Surviving a Regulatory Audit in an FTZTake a deeper look into CBP’s more comprehensive auditing plan specific to FTZ operations. Learn from a zone that has successfully completed a regulatory audit. Michael D’Aoust, PointTrade Services & Matt Wilson, Husqvarna | Room: Ballroom AB

The Intersection of Landed Cost and Trade ComplianceUnderstand the critical importance that accurate landed cost calculations play in a company’s supply chain and how the trade compliance team can support those efforts. Darren Maynard, DPM Consulting | Room: Ballroom CDE

Product Road Map: Supply Chain Compliance(e.g., C-TPAT, AEO, CSR and Other Areas of Supply Chain Risk)Review recent enhancements and product direction. Karen Lobdell, Integration Point | Room: Union

Hot Topic Roundtable: Landed Cost - Cost Management Through the Supply Chain Virginia Thompson, Integration Point | Room: York

Taking Your Zone to the Next LevelLearn how to enhance your FTZ processes to optimize efficiencies and increase savings opportunities. The session will also discuss spring boarding from ACE requirements to trade automation.Amie Ahanchian, KPMG | Room: Ballroom AB

Automated Import Management Best PracticesLeverage import management automation and existing data sources to drive invoice information, integrated government filing, post entry review, and audit.Michael Weick, Subaru | Room: Ballroom CDE

Product Road Map: Global ClassificationReview recent enhancements and product direction.Virginia Thompson, Integration Point | Room: Union

Hot Topic Roundtable: Supply Chain Data Automation - Digitizing Data at the SourceKevin Shoemaker, Integration Point | Room: York

1:00pm - 1:45pm

2:00pm - 2:45pm

Demos (choose one): 1:00 - 1:15 | Room: CarolinaA. Analyzing Your Trade Lanes Using Global Trade ContentB. GTV - Visibility of Your Global ExportsC. What If? Analysis in FTA ManagementD. Setting and Utilizing DPS Score Result Levels

Demos (choose one): 1:30 - 1:45 | Room: CarolinaA. Managing Performance of Multiple BrokersB. Auditing Broker Declarations Using Government DataC. Automating Processes Using Business Process Management - Enhanced FTZ AutomationD. WCO Explanatory Notes

2:00pm - 2:45pm

wed

nesd

aywednesday

Exploring Export Operational Best PracticesReview multiple ways exporters are leveraging automation and implementing cutting-edge approaches to screening, document generation, and communicating across the supply chain to drive compliance and reduce operational costs.PJ Massey, adidas Group & Rob Ellis, Volvo Mack Trucks | Room: Ballroom AB

Understanding Trade AgreementsNavigate the differences and similarities of present and future trade agreements around the world, such as TPP, GSP, and NAFTA. Angela Chamberlain & Emily Champion, Integration Point | Room: Ballroom CDE

Product Road Map: Global Trade VisibilityReview recent enhancements and product direction. Virginia Thompson, Integration Point | Room: Union

Hot Topic Roundtable: Global Broker Management - Best Practices and How Do You Do It?Jeff McCauley, Integration Point | Room: York

Closing RemarksTom Barnes, CEO, Integration Point | Room: Ballroom AB

Break Between Conference and Post Conference Sessions

Tips & Tricks for Processing Your Zone Day-to-Day (3 CCS/CES) Participate in a hands-on workshop for FTZ users to manage daily processing. Topics include: Tips & tricks, Q&A, and utilizing tools. Bring your laptop! Room: York

Understanding Global Regulatory Content (3 CCS/CES) Receive an overview of global import/export regulations including Tariff Schedules, Export Control Lists, FTAs, and sanctions during this half-day seminar. This session will also review the upcoming WCO 2017 Harmonized Schedule changes and demonstrate Integration Point’s Global Trade Content solution. Attendees will walk away knowing the similarities and differences of regulatory content between various countries and regions, as well as the important global trends related to import/export regulatory compliance.Room: Union

10:30am - 11:15am

11:30am - 12:00pm

12:00pm - 1:00pm

1:00pm - 4:00pm

1:00pm - 5:00pm

Demos (choose one): 10:30 - 10:45 | Room: CarolinaA. Cashing in on DrawbackB. Supplier Risk Assessment - Beyond Security C. Navigating Your Data Through Lookups and Other ToolsD. Integrating Regulatory Content with Your Own Data

Demos (choose one): 11:00 - 11:15 | Room: CarolinaA. Managing the 2017 WCO Tariff Number ChangesB. Landed Cost ManagementC. Setting Up a Processing Trade Regime in ChinaD. Managing a Compliant EU Program Post-UCC

BreakfastRoom: Fairway

Let’s Talk About ACEHear the latest updates on ACE, the impact that ACE has had on trade, as well as what to expect in the coming months.Joyce Brown, US CBP | Room: Ballroom AB

Operational Assessments and Product Operational ReviewsLearn how Integration Point can improve your Global Trade Management processes to become best in class, increase compliance, and save you time and money.George Weise & Andrew Seibert, Integration Point | Room: Ballroom CDE

Product Road Map: FTA ManagementReview recent enhancements and product direction.Emily Champion, Integration Point | Room: Union

Hot Topic Roundtable: Global Security in an AEO WorldKaren Lobdell, Integration Point | Room: York

New and Changing AES Filing RequirementsDiscuss how to manage AES filings proactively to stay on top of ACE and new PGA requirements, while ensuring accurate, timely submissions.Stephen T. Jackson, US Census Bureau | Room: Ballroom AB

Updates on Regional Complexity Impacting Global TradeReview the pending changes for trade compliance within the European, Asia-Pacific, and Latin American regions that will impact global trade operations in the future.Michiko Lloyd / Claudio Marques / Manfred Mong / Agustin Osorno, Integration PointRoom: Ballroom CDE

Product Road Map: FTZ ManagementReview recent enhancements and product direction.Liz Connell, Integration Point | Room: Union

7:30am - 8:30am

8:30am - 9:15am

9:30am - 10:15am

Demos (choose one): 8:30 - 8:45 | Room: CarolinaA. Analyzing Your Trade Lane Using Global Trade ContentB. GTV - Visibility of Your Global ImportsC. Managing PGAs in Your FTZD. Import or Export Shipment Consolidation

Demos (choose one): 9:00 - 9:15 | Room: CarolinaA. Managing the 2017 WCO Tariff Number ChangesB. Navigating Your Data Through Lookups and Other ToolsC. US Import Self Filing Integration: ISF and EntryD. Integrating Regulatory Content with Your Own Data

Demos (choose one): 9:30 - 9:45 | Room: CarolinaA. Classifying Your Products Using Statistical AnalysisB. GTV - Visibility of Your Global ExportsC. What If? Analysis in FTA ManagementD. Automating Processes Using Business Process Management - Document Handling and Dynamic User Surveys for Supply Chain Data Automation

Demos (choose one): 10:00 - 10:15 | Room: CarolinaA. HS to ECN Mapping - To Support Your Export ClassificationsB. 185+ Tariff Schedules at Your FingertipsC. US Import Self Filing Integration: ISF and EntryD. Classifying Your Products Using Statistical Analysis

spea

kers

Michael D’AoustPresident & CEO

PointTrade Services

Scott BeardsleeC-TPAT Administrator

Spirit AeroSystems

Rachel PisaniPresident

Pisani Recruiting

PJ MasseySr. Manager

adidas Group

Rob EllisManager

Volvo Mack Trucks

Stephen JacksonAES Marketing & Client Services

US Census Bureau

George WeiseSr. Advisor

Integration PointFormer Commissioner US Customs Service

meet our speakers

Tom BarnesCEO

Integration Point

Angela ChamberlainVice President

Global Trade ContentIntegration Point

Jenae CieckoPresident

Copper Hill

Liz ConnellVice President

Product ManagementIntegration Point

Richard FreemanAssociate Director

Trade Management SystemsMerck & Co.

Julissa JaimeCustoms

Compliance ManagerMagna Powertrain

Karen LobdellDirector

Global SolutionsIntegration Point

Darren MaynardCEO

DPM Consulting

Clay PerrySr. Vice PresidentGlobal SolutionsIntegration Point

Arika RainboltSr. Director

Brunswick Boat Group

Virginia ThompsonVice President

Product ManagementIntegration Point

Matt WilsonCustoms Compliance Officer

Husqvarna

Michael WeickCustoms Manager

Subaru

Amie AhanchianManaging Director

KPMG

Kevin AndersonGS ECC US GOV

Siemens

Jeff McCauleyVice President

Global AccountsIntegration Point

Michiko LloydVice President

EMEA OperationsIntegration Point

Manfred MongDirector

China OperationsIntegration Point

Agustin OsornoDirector

Mexico OperationsIntegration Point

Joyce BrownOfficer

US Customs and Border Protection

Anthony TennarielloPartner

PwC

Kevin ShoemakerVice President

Global SolutionsIntegration Point

Ken PetersDirector

Global SolutionsIntegration Point

Claudio MarquesVice President

Brazil OperationsIntegration Point

Melissa IrmenSr. Vice President

Products & StrategyIntegration Point

Emily ChampionSr. Analyst

Product ManagementIntegration Point

Andrew SeibertSr. Analyst

Client ServicesIntegration Point

Innovation

We are excited to announce our first ever client awards. Our three award winners have inspired us with their innovation, excellence, and pioneering

spirit. Please join us for dinner on Tuesday evening to recognize their achievements.

2016 Client Awards

Excellence

Pioneer

To Golf Pavilion

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THE BALLANTYNE HOTEL - MAIN & UPPER LEVELS1. � e Spa at Ballantyne 18. Ballantyne Foyer B2. Concierge 19. Ballantyne Ballroom A, B, C, D, E3. Guest Reception 20. Grand Staircase4. Veranda 21. Ballantyne Foyer D5. Veranda Bar 22. Private Dining Room6. Bissell Room 23. Gallery Restaurant7. Harris Room 24. Gallery Bar8. Morrison Room 25. Shipping & Receiving9. Event Design Center 26. Great Room

10. Azalea 27. Carolina

11. Bradford 28. Carolina Balcony12. Dogwood 29. Overlook13. Magnolia 30. Fairway Ballroom A, B, C14. Willow 31. Clubhouse Boardroom15. Business Center16. Ballroom Balcony17. Courtesy Phones

THE BALLANTYNE HOTEL - LOWER LEVEL33. Tennis Courts 43. Union A, B, C34. North Lawn 44. Union Foyer35. Outdoor Pool Bar 45. Terrace

36. Outdoor Pool 46. South Lawn37. Indoor Pool 47. Lower Level Conference Center38. Pool/Fitness Locker Rooms 48. Golf Locker Rooms39. Fitness Center 49. Golf Pro Shop40. York A, B 50. Golf Pavilion41. York Foyer42. Atrium

Conference Wifi

Password: IP16Network ID: Ballantyne Meetings

Integration Point, Inc.

@GlobalTradeNews

Integration Point Global Trade Management

September 26-28, 2016Charlotte, NC

© 2016 Integration Point