Program Guide

COUR S E OVE R VI E W

CUR R I CUL UM

CE R T I FI CAT E & ACCR E DI T AT I ON

I N- COMPANY T R AI NI NG FOR T E AMS

PAR T I CI PANT PR OFI L E

The only program of its kind is making a difference in the competitiveness of North American ports

Create your Own Potential

The CPE Certified Port Executive

Program™

The CPE Certified Port Executive Program™ is designed for

management involved in the operation of ports, terminals, vessels and

the broader transportation system.

The program is designed to give participants the tools and knowledge

to make their organization more effective. Upon completion of the

Five-day course, participants can expect to have a broad

understanding of the operation of seaport and terminal operations.

Benefits to Organizations

Benefits to Individuals

The CPE Certified Port Executive Program™ is the best program

available today if you want to;

✓ Get to know the business, the entire port business

✓ Gain industry knowledge through accelerated learning

✓ Make a greater contribution to your organization

✓ Advance your career

✓ Network with port management professionals

The CPE Certified Port Executive Program™ is a program that

allows organizations to succeed at;

✓ Succession planning

✓ Onboarding new employees

✓ Development of key talent

✓ Ensuring management adapt to industry change

✓ Making proactive HR investments to recruit and retain key

talent

The CPE Certified Port Executive

Program™

Through this program, you will have the opportunity to develop a comprehensive

understanding of the marine transportation system, port and terminal

management and administration. The course covers rapidly changing regulations

and requirements that affect ports, marine facilities, inter-modal transportation

providers, vessels, and many diverse service providers. Over six hundred

participants have participated in the program to date.

What you leave with;

✓ Enhanced management skills to bring back to your terminals, ports or

maritime operations

✓ Real world knowledge of port and terminal operation and management

✓ Tools and knowledge to be able to advance your career

✓ Interconnectedness with a global network of port management professionals

✓ Access to an annual update conference

The program that benefits you also benefits your entire organization.

Vision, Mission, History. Vision… to enhance the value of seaports and marine transportation to society.

Mission… to provide learning pathways for seaport and marine transportation management that strengthen the industry.

In 2010, the CPE Certified Port Executive Program™ was launched to give participants tools and knowledge to make their organization more competitive. This five day course is designed to provide participants with a professional education opportunity related to the transportation system and operations of ports, vessels and marine terminals.

Overview

1 (866) 219-6563 registration@macdonnell.com

www.certifiedportexecutive.com

Five Days of Instruction

Curriculum Overview

As an HR executive, for a major port, I felt it

critical for my career to attend this training. I

want to be regarded as an effective Certified Port

Executive with emphasis on HR.

- Stacey Lewis, Port of Long Beach Director, Human Resources

Continuing Education Units

(CEUs) & Certificate

MacDonnell Group, the provider of The CPE Certified

Port Executive Program is recognized by the

Engineering Institute of Canada (EIC) as a participating

partner in their Continuing Education Unit program.

DAY 1 DAY 2 Day 3 Day 4 Day 5

The Worldwide

Transportation System

The Harbour and the Vessel

Voyage

Tariffs, Terminal Regulations

and Operating Plans

Property Management Trends, Automation and

Climate Change

The International Port

Industry

Marine Terminal Operations

Safety and Security

Facility Management

Practical Exercise

Language of the Industry

Cargo Management

Risk Management

Administration and Finance

Evaluation

Port Governance and

Management

Transportation Pricing Emergency Planning and

Response

Public and Media Relations

Awarding of Certificates

The Marine Terminal Regulatory Requirements

and Legal Issues

Business Development and

Marketing

Strategic and Master

Planning

Overview

1 (866) 219-6563 registration@macdonnell.com

www.certifiedportexecutive.com

Public Classes & In­Company,

Custom Group Classes

The public Certified Port Executive program

is presented over 5 days in a small class

setting of 10­15 students. Courses are

available in major port cities across North

America

In­Company, custom, group classes are

designed for groups of participants

from the same organization and are

presented at a time and place of the

sponsor’s choosing.

Participant Benefits

Participants acquire real world

knowledge of port and terminal

operation and management.

New talent acquisitions are quickly

on­boarded into the industry and

demonstrate accelerated effectiveness in

their new positions.

Experienced employees benefit from

refreshing and updating core industry

knowledge.

Organizational Talent Management

Benefits

Accelerated ROI on new talent

acquisitions.

Improved retention and growth of key

existing employees.

Provides a structured, scalable and

cost-effective process for growing

organizational capacity.

"The result of the CPE training

program will change the way we

engage our staff leaders and

challenge them with goals and

objectives"

Rick Blackmore, General

Manager,Certified Port Executive, Total

Teminals

"The program is held in

major port cities around

North America and in

the Caribbean.

Overview

1 (866) 219-6563 registration@macdonnell.com

www.certifiedportexecutive.com

Who should attend?

• Port authorities

• Marine Terminal Operators

• 3PLs

• Rail companies

• Vessel operators

• Importers and exporters

• Intermodal transportation companies

• Dockyard, navy and military personnel

• Coast guard officials

• Local, state and federal government officials

• Maritime Lawyers

• Consulting engineers

"Systematically integrated practical, real world experience

during the course, addressed the strategic as well as the day to day

problems that may arise within any typical port environment – public

and/or private. I have already recommended this course to my other

colleagues without hesitation."

Jeff Culberston, Certified Port Executive Alumni, Director of Commercial

Services, Penn Terminals Inc.

1 (866) 219-6563 registration@macdonnell.com

www.certifiedportexecutive.com

In-Company Training for Teams

Many organizations find that in­company/Group

delivery of the Certified Port Executive program

meets the needs of a larger number of managers

more quickly.

Why consider in­company/Group

training for your team?

TIME EFFECTIVE

Having a Certified Port Executive Program

instructor lead a course on your premises

minimizes out­of­office time and eliminates the

need for employee travel to and from an off­site

training location.

COST EFFECTIVE

In­company/Group training eliminates or

greatly reduces the travel, lodging and

per­ diem costs associated with off­site

training. Estimated savings are significant

for larger groups.

TAILORED TO YOUR COMPANY’S

REQUIREMENTS

In­company/Group, custom training allows

for greater tailoring of the course content to

an organization’s specific requirements. A

closed class, in­ company environment also

allows for private discussion about inter

environment also allows for greater

openness and discussion about internal

company issues.

1 Time effective

2 Cost effective

3 More managers trained quickly

4 Tailored to your requirements

Alumni Profile

CPE Certified Port Executive Alumni. Who are they?

Currently, of the 600 in the program,

48% are management from

representing 85 different Port

Authorities, 25% are management

representing 75 different marine

terminal operators. The balance of

Alumni come from supply chain

stake-holders.

Alumni by Industry Segment

Alumni attend from 13 countries with the largest representations from the United States (57%) and Canada (35%).

Alumni by Country of Origin

Alumni Titles

Alumni by Cargo Type

Alumni Profile

Generally speaking, Alumni are of two types: 1) Industry experienced

managers who are looking to refresh their professional qualifications 2)

People new to the industry who are looking to quickly immerse themselves

into the maritime world.

"An instructor who has real boots on the ground

experience made this course particularly valuable.

I have already recommended this course to

colleagues without hesitation."

Mark Dubina, Certified Port Executive Alumni,

Vice President - Security, Port Tampa Bay

"Having a full understanding of

all the operations of the Port and

how departments and roles work

together to achieve an overall

goal is a valuable asset to our

workforce and this course

provided that comprehensive

overview.” Dr.Noel Hacegaba, Certified Port Executive

Alumni, Chief Commercial Officer, Port of Long

Beach

Curriculum

Day 1

MODULE 1: The Worldwide Commercial

Transportation System Common modes of

travel / The intermodal route / Regulatory

checkpoints / The logistics chain / The shipper /

Freight forwarder/logistics planner /

Transportation / Cost / Regulatory oversight /

Consignee / Industry professionals / Cargo /

Ground transportation / Marine Ship Crews

MODULE 2: The Port industry The maritime

industry / Cost-effectiveness / Shipping

statistics / Transportation links / Ports and the

Logistics chain / Intermodal / The International

Port Industry / 2015 top 15 North American –

container port TEU rankings / U.S. Port

rankings / Canadian port rankings-2015 / Trade

Corridors / The Coasts / Great lakes and St.

Lawrence / Trade routes / Types of ports / Port

ownership / Port functions / The port industry in

the new millennium / The 2008 economic cliff /

Since 2008-A slow climb back / The industry’s

other trades since 2008 / Recent US and

Canadian port projects / Port challenges / The

challenges-U.S. FMC study 2012 / Influences

on ports / Fleet changes / Successful vs.

Stagnant ports / Examining our strengths and

weaknesses

MODULE 3: Language Of The Port

industry Language of the port industry /

Proper terminology is critical / Terms-port

types / Common terms used in the industry

/ Types of cargo / Typical neo-bulk cargoes

/ Containerized cargo / Container

advantages / The container / Containers /

Throughput / Tonnage / Ship’s registered

tonnage / Lightweight tons / Ship tonnage-

gross tonnage / Ship tonnage-net tonnage /

Ship tonnage-displacement / The plimsoll

mark / The international load line / Ship

tonnage-cargo related

MODULE 4: Port Governance And

Management The port collective / Public

vs. private terminals / Port management

organizations / Management – operation

arrangements / Public port governance /

Canada & U.S. Public port models /

Canada & U.S. Ports are symbiotic /

Canadian port industry / Canada maritime

act / Canadian port authorities / Other

Canadian ports / Canadian port divestiture /

U.S. Port governance / U.S. Public port

governance / Types / Municipal ports /

State ports / State port councils / U.S.

federal ports / State or municipal port

commissions / U.S. Port authorities /

Curriculum

Day 1 (cont) Day 2

MODULE 4 (cont): Public ownership increased

when industry changes forced a shift from the

private sector / Growth through necessity /

Preservation for new public use / Old becomes

new again / Most effective goal is to meet both

public and private needs / Public vs. private

management / Management considerations /

Effective management

MODULE 5: The Marine Terminal Objectives /

Purpose / Classifications / General purpose

terminals / Container terminals / Roll on-roll off

(RORO) terminals / Dry bulk / Liquid bulk

terminals / Break bulk / Cruise terminals / Ferry

terminals / Special purpose / Military / Non-

marine terminals / Terminal layout / Air freight

facilities / Warehousing and transit facilities /

Value-added services / LTL and consolidation /

Cargo trans-loading and dispersal / Bonded

storage Add a little bit of body text

MODULE 6: The Harbor And The Vessel

Voyage Objectives / The voyage / Arrival

requirements / Port selection / Definitions

/ Commercial port geography

MODULE 7: Maritime Terminal

Operations Marine terminal functions /

Operational parameters and focus /

Operational objectives / Cargo

management / Ancillary activities /

Terminal functionality / Vessel handling /

Cargo handling vessel to/from terminal /

Cargo handling cycle / Equipment Cargo

handling equipment / Gantry cranes /

Mobile harbour cranes / Yard gantry

cranes /Straddle carriers / Reach

stackers / Top loaders / Spreaders / Yard

hustlers / Computer based terminal

operating system / Outbound processing /

Vehicle and cargo inspection system /

Cargo storage / On dock rail / Marine

terminal shore side operations / Port and

vessel operation

Curriculum

Day 2 (cont)

MODULE 8: Cargo Management Concepts of

cargo management / Cargo classifications /

The ocean bill of lading-B/L / B/L basic types /

Customs regulations / Commercial invoice /

Government invoice / Certificate of origin /

Regulatory agencies / Security agencies / Pre-

arrival review system (PARS)-Canada / TIR-

EIR (trailer or equipment interchange receipt /

Cargo protection / The stowage plan / Planning

the stow / Packing and stacking / Theft / Cargo

surveys / Cargo claims / Parties that handle

cargo / Booking cargo / Carrier tariffs / The

common carrier / Freight forwarders / Customs

house brokers / NVOCC / Vessel chartering /

Types of charter parties / Standardized charter

parties / Charter party terms / Detention & per

diem / Demurrage / General average / Logistics

interruptions

MODULE 9: Transportation Pricing

Transportation costing / Rates and costs are

generally based on volume / The shipper

generally bears the cost / Shipper base costing

/ The logistics plan / Logistics considerations /

Ocean shipping modes / Ships / Ocean going

barge / Selecting options / Base rates / Special

rates / Other rate structures / Costs just seem

to keep stacking up / Common pricing mistakes

/ Terms of sale / F.A.S.-Free alongside ship /

F.O.B.-Free on board / Origin-freight collect /

Port selection / Petroleum is easiest to price /

Trucks / Moving cargo is about details

MODULE 10: Regulatory Requirements

and Legal Issues International regulations /

International obligations / Outgoing vessels

/ Incoming vessels / Legislation / Acts –

general operations / Acts – security and

shipping / Legislative process / Regulation

and measures / General maritime

regulations / TAT jurisdiction / Judicial

impacts / Federal court / Where to be heard

/ Canadian Human Rights Commission /

International / Cargo damage disputes /

Disputes / Military cargoes / The enforcers /

Canada / United states / National

transportation system restoration plan /

Common legal issues

Curriculum

Day 3

MODULE 11: Tariffs, Terminal Regulations and

Operating Plans What’s in a tariff? / Tariff is an

implied contract / Content / Purpose / Scope

and Application / Rights of port or terminal /

Insurance / Control of vessels / Control of cargo

/ Control of property / Hazardous materials /

Other provisions in the tariff / Rates and

charges / Dockage or berthage / Wharfage /

Free time / Demurrage (above free time) /

Miscellaneous charges / Terminal rules and

regulations / Operating plans / Types /

Composition

MODULE 12: Safety and Security / US and

Canada objectives / CBSA / USCBPS / Core

efforts / Food and agricultural responsibility /

Civilian and military treated similar / Inspections

– inbound and outbound / Port security and port

security plans / Enforced by flag state

regulatory agencies / Port security planning /

Port security plans / Terminal and facility

security plans / Marine terminal security plans /

Vessel security plans / Port security plan

application / Port and terminal safety plans /

Causes of accidents / Safety regulations / How

plans are developed / Integration into practice /

Regulators / Canada: Transport Canada MTSR

/ US: MTSA: Coast Guard 33CFR / Facilities -

100% of port workforce requires training /

Vessels - 100% of port workforce requires

training

MODULE 12 (cont): Emergency Planning

and Response Objectives / Emergency

management / Goals / Port emergency

plan / Common topics / Common elements

Ports that handle specialized cargo need

customized plans / Privacy concerns /

Spans of control / Common Agreements /

Incident command system / ICS functions /

ICS incident commander / ICS command

staff / Incident command structure /

Incident command center / ICS advantages

/ Priority of work / Post incident restoration /

Unity of command / Unified command

structure (UCS) / Span of control / Public

relations / Safe Port Marketing / The media

/ Role of the ports / Role of the port

executive / Role of drills and exercises /

Drill participation / National transportation

system restoration plan / Summary

MODULE 13: Business Development and

Marketing Objectives / The success of a

port is based on a diverse economic mix /

Fundamentals / Business development /

Success is based on best utilization of

current assets / Utilization / Port planning

and development / Planning principles /

Community planning / Planning is the high

altitude view / Incorporates reasonable

investment

Curriculum

Day 3 (cont) Day 4 (cont)

MODULE 13 (cont): Requires stakeholder

relationships / Utilizes targeted marketing /

Marketing / Different than sales / Marketing

foundations / Marketing tools / Cyberspace /

Media / The personal relationship is a very

effective marketing tool / Tracking your efforts /

Questions to ask / Measurements

Day 4

MODULE 14: Port and Facility

Management Property management /

Facility management / Ports are part of the

larger community / The perception? Ports

are just a bunch of docks / For every pier

there needs to be supporting upland /

Upland terminal requirements / Open piers

are most flexible / Length of ship plus

length of lines bow & stern / Container

terminals use / Numbered grids for box

staging / Access and expansion / Water

access-expansion / Shallows can be filled /

Incorporate support services / Value-added

services / Get involved with roadway

planning / Major off-property port

considerations / Risk management of

marine infrastructure assets / The issues /

Common problems / Implications – legal &

financial / Key components of successful

property management

MODULE 15: Administration and Finance

Cost is key / Fixed costs / Variable costs /

Port efficiency impacts costs / Shipper

costs / Costs are most affected by labour /

The way ports and facilities are managed

impacts costs / Facility Management /

Management Arrangements / Management

/ Staff functions and goals / Who manages

the port / The port director / Deputy port

director / Operations manager / Manager of

administration and finance / Marketing

manager / Manager of regulatory

compliance / Manager of security /

Terminal management / Terminal Staffing /

Terminal manager / HR director / Budget

and finance manager / Procurement

manager / Communications and technology

manager / Other admin staff / Marine

manager / Other Ops staff / Support staff /

Port finance / Sample terminal budget /

Management and labour / Stevedore-

longshoremen / The longshoring gang /

Contract / Largest NA unions / A&F

summary

Curriculum Day 4 (cont)

MODULE 16: Public and Media Relations What

is public relations / The port’s public / The

general public / Public as stakeholders / What

is a crisis? / Possible crisis / Activists fuel crisis

/ The image of the port / Concern for the

environment / The port and marine environment

/ Why a crisis has legs / The news needs news

/ News outlets are an effective vehicle / You

cannot turn a bad story into a good story but

you can compete for attention / Negative

publicity often leads to knee-jerk reactions /

Negative press / The slippery slope / Litigation /

The public relations response plan / Make

media contacts / Working with the media / The

media conference / The opening statement /

Some other key points / Be prepared for other

than the press / Consider direct initiative /

Manage information / Understand the mode /

Best results / Some news is good news

MODULE 17: Strategic and Master Planning

Planning is the foundation of management /

Types of planning / What is the difference? /

Strategic planning is setting goals for the port

organization / Purpose of strategic planning /

Purpose of master planning /

Transportation/logistics planning / Cargo

planning / Overall planning concepts / Plan

development / Port planning is broad / Terminal

planning is very specific

MODULE 17 (cont): The terminal plan /

Intermodal terminals / Intermodal terminal

development / Intermodal terminal

evolution / All terminals function the same

way / Throughput and yield / Communities

can limit terminal use / Executing the plan /

Engaging the planners / Good public

information and education is the key /

Undertaking the planning process /

Develop a conditional survey of facilities /

Compare the historic trends to potential

and perspective business / Develop

infrastructure plans / Secure funding /

Create benchmarks / Understand how to

use consultant(s) / The master plan

process / Define objectives / Identify

strengths and weaknesses / Business

analysis and development plan / Develop a

strategic plan / Include the required details

Product: strategic action plan and

implementation schedule / Year one action

items / Year one to five action items / 5-10

year action items / 10 + year action items

Curriculum Day 4 (cont)

Day 5

MODULE 18: Trends, Automation and

Climate Change

Climate Change , Is it real or not /Some

Numbers to consider /Prevention

Measures/Climate change factor/Potential

implications/Adaptation & Prevention

Measures/Future trends in the shipping

industry/Bigger and Better/Specialization is

Good/Green is the future/Automated

Container Handling in Port

Terminals/Motion Control/Laser Range

Finder based Scanning System, one of

Two Axes/Alliance Landscape Views

2017/U.S. Demand Growth 2017/Supply

Growth Lowered for 2017/Carrier

Consolidation in Container Shipping

Industry/The Changing Carrier/Capacity

Share on the East-West Trade/How the

Alliance Formations Compare /Port

Authorities and Terminal Operators are

facing a perfect storm ,unprecedented

Challenges/Strategies for Managing the

Environment/

Practical Exercise

Evaluation

Awarding of Certificates

Course Tuition & Contact Course tuition covers:

Five days of instruction

Course material (printed & digital copies)

Certified Port Executive Certificate upon course completion Refreshments and

light snacks during the course Complementary alumni registration to PORTCON

Conference, the annual conference of the Certified Port Executives.

Complementary access to PORTSTAR, the online Port Security Training

program for those employed in seaports in America.

Please visit www.certifiedportexecutive.com for schedule of dates and cities, and for more

information please contact:

Toll Free: 1 (866) 219-6563, ext. 104

Tel: 1 (902) 425 - 3980

Email: registration@macdonnell.com

Notes