Massachusetts Export Center

Calendar of International Training and Events
PFT Booklet

The Massachusetts Export Center offers a wide variety of training events for both the beginner and advanced exporter. Please take a moment to read our training and registration process located at the bottom of this page.

Click here or on the image to right to view our latest Partners for Trade booklet containing our training calendar. 

Did you miss this year's Export Expo? If so, you can view the archived workshops and presentations by clicking here and registering!

2024 Training Calendar
13 Use of the Cloud for Export-Controlled Tech Data: Trends, Tips and Best Practices
TBA Complying with U.S. Export Controls (2 days with BIS) (Greater Boston area)
TBA Developing an Export Compliance Program (1 day with BIS) (Greater Boston area)





















Program Descriptions

Maximizing the Benefits of International Trade Show Participation

International trade shows have become an essential tool for businesses looking to tap into global markets. These events provide a unique opportunity to establish global contacts, evaluate the competitiveness of a company’s products and services in foreign markets, create brand awareness, gain exposure to potential suppliers, channel partners and customers, generate leads, and forge valuable partnerships. However, maximizing trade show success in a cost-effective way requires careful planning, thorough market research to assess market potential and customer requirements, realistic budget, effective marketing and PR, and well-executed follow-up.

This program will discuss strategies and tools that businesses can use to maximize international trade show ROI, as well as trade show services available to the US companies through the Department of Commerce. We will also hear from an exporter that has been a successful exhibitor at international trade shows for years, for a different angle on trade show participation.


  • Jerry Kallman, Jr., President and Owner — Kallman Associates, Inc.
  • Mathias Koeckeritz, Senior Policy Advisor — U.S. Embassy Berlin
  • Grace Preston, International Sales Manager — Geophysical Survey Systems, Inc.

Date: Wednesday, March 20, 2024
Time: 11:00 a.m. – 12:15 p.m. ET
Location: Online
Cost: No charge
Contact: Massachusetts Export Center at or 617-973-6610

Compliance Clinic (for Compliance Alliance Members only)

Join us for an informal, off-the-record, give-and-take discussion between exporters that will allow participants to ask questions, share information and "compare notes" on trade compliance issues of interest and concern. All topics are on the table! No agenda, no talking points – just a private, interactive discussion between trade compliance professionals. Bring your questions and concerns, and be prepared to join in the discussion!

We have also invited a “Resident Expert” to be on hand in cases of questions needing legal expertise. The Resident Expert for this Compliance Clinic will be fellow Compliance Alliance member, Matt Bock, Partner with Bock Trade Law.  

Date: Friday, April 12, 2024
Time: 12:00 - 1:00 p.m. ET
Location: Online
Cost: No charge (this event is for Compliance Alliance Members only)
Contact: Massachusetts Export Center at or 617-973-6610

CYA on KYC: Employing Reasonable Due Diligence for Global Trade Compliance

Exporters face ever-increasing end use and end user due diligence requirements for effective management of global trade compliance. Restricted end uses, significant expansion of restricted parties, broadening Military End Use rules, the OFAC 50% rule, and increased emphasis on illegal diversion are just a few reasons why due diligence is critical. Moreover, federal authorities continue to expand Red Flag listings and Know Your Customer (KYC) guidance, creating additional due diligence concerns for exporters. It is no wonder, therefore, that many exporters find themselves falling down a due diligence rabbithole in trying to achieve compliance, with screening protocols, end user statements, independent research efforts and more. On top of that, due diligence efforts don’t always yield clear-cut results, which can create unease for many.   

This webinar will review due diligence best practices for exporters, with an emphasis on employing reasonable protocols for achieving compliance. The webinar will address due diligence in challenging markets, such as China, and will discuss clearance of transactions in cases involving screening ambiguity or red flags. 

Join us for this practical program that will help you to confidently fulfill your due diligence obligations while maintaining manageable processes and achieving peace-of-mind in export transactions.    


  • Douglas Jacobson, Founding Partner — Jacobson Burton Kelley PLLC
  • Misty Rutter, Senior Manager, Trade Compliance — Arm Limited    

Date: Tuesday, April 30, 2024
Time: 12:00 - 1:30 p.m. ET
Location: Online
Cost: $25 / No charge for Compliance Alliance members
Contact: Massachusetts Export Center at or 617-973-6610

China’s Anti-Espionage Law One Year Later: Lessons Learned for U.S. Businesses Operating in China

China’s expanded “Anti-Espionage Law” has been in effect for nearly a year now. The new law significantly expanded the scope of covered espionage activities and established broad criteria for determining espionage behavior, while granting extensive investigative power to Chinese national security agencies. The broadening of the law has brought unexpected risk to normal operations of U.S. businesses in China. What should U.S. businesses operating in China know about their risks under the law, and what lessons can be gleaned from China’s policy and enforcement actions so far?

This webinar will review key provisions under China’s expanded Anti-Espionage Law and areas of risk for U.S. businesses operating in China. The webinar will discuss activities that could trigger these provisions and strategies for reducing potential legal risk. The webinar will also discuss the convergence of the Anti-Espionage Law with U.S. regulatory requirements, such as required due diligence under U.S. export control laws. Finally, the webinar will also review lessons learned from activity and enforcement actions under the law so far.   


  • Todd Liao, Partner, Shanghai Office — Morgan, Lewis & Bockius LLP

Date: Friday, May 10, 2024
Time: 12:00 - 1:00 p.m. ET
Location: Online
Cost: $25 / No charge for Compliance Alliance members
Contact: Massachusetts Export Center at or 617-973-6610

Best Practices for AES Filing and Compliance

With the tightening of export regulations and product controls, understanding your responsibilities for export reporting in the Automated Export System (AES) and compliance with the Foreign Trade Regulations (FTR) has never been more important. Whether filing directly or through a forwarder, exporters are responsible for the required Electronic Export Information (EEI) elements and may be vulnerable to enforcement investigations and violations if the reporting is inaccurate or incomplete.

While this program will provide an overview of AES, the discussion will also detail the responsibilities of the parties involved in the transaction, license type and license exemption codes, and understanding when it is required to include ECCN and export license numbers in reporting. We will also discuss best practices for due diligence and auditing, and exporter obligations in routed export transactions, along with associated compliance risks.   


  • Lynn Baltz, Sr. Vice President of Operations — J.F. Moran
  • Kathleen Kinahan-Newell, Trade Compliance Manager — Massachusetts Export Center
  • Ellie Salvati, Logistics Specialist — J.F. Moran  

Date: Thursday, May 16, 2024
Time: 12:00 - 1:30 p.m. ET
Location: Online
Cost: $25 / No charge for Compliance Alliance Members
Contact: Massachusetts Export Center at or 617-973-6610

Use of the Cloud for Export-Controlled Tech Data: Trends, Tips and Best Practices

Cloud technology has grown to become the standard for storing, sharing and accessing data for most businesses. However, companies using the cloud to store export-controlled tech data or Software-as-a-Service (SaaS) providers using the cloud to distribute software functionality must take special precautions to ensure that they remain compliant with U.S. export control laws. Both the Export Administration Regulations (EAR) and the International Traffic in Arms Regulations (ITAR) have provisions that allow for cloud usage for export-controlled technical data under certain conditions, but companies must be vigilant and implement data security protocols in order to remain compliant. 

Most recently, the cloud is back in the export control spotlight, with the U.S. Department of Commerce Bureau of Industry and Security (BIS) issuing a proposed rule in early 2024 that would require U.S. cloud or Infrastructure as a Service providers (IaaS) to create sweeping new programs to identify and track foreign customers while also authorizing BIS to block or restrict IaaS transactions in certain foreign jurisdictions or with certain foreign persons. The proposed rule also implements reporting requirements for IaaS providers when foreign customers use U.S. cloud infrastructure for certain AI applications.

Join us for this webinar that will review best practices and requirements for compliance when using the cloud for export-controlled technical data. The webinar will also discuss the allowances for cloud usage under the EAR and the ITAR while providing guidance for implementing effective data security protocols. Finally, the webinar will discuss the new proposed rule for IaaS providers and what this may mean for the future of export controls as they relate to the cloud.   


  • Steven Brotherton, Principal, U.S. & Global Export Controls and Sanctions Leader — KPMG US
  • Jenna Glass, Managing Director, Export Controls and Sanctions — KPMG LLP
  • Ellen Ozderman, Managing Director, Cyber Security Services — KPMG LLP

Date: Thursday, June 13, 2024
Time: 12:00 - 1:30 p.m. ET
Location: Online
Cost: $25 / No charge for Compliance Alliance members
Contact: Massachusetts Export Center at or 617-973-6610

Complying with U.S. Export Controls

BISThis two-day program is led by BIS's professional counseling staff and provides an in-depth examination of the Export Administration Regulations (EAR). The program will cover the information exporters need to know to comply with U.S. export control requirements under these regulations. We will focus on what items and activities are subject to the EAR; steps to take to determine the export licensing requirements for your item; how to determine your export control classification number (ECCN); when you can export or reexport without applying for a license; Automated Export System (AES) procedures and requirements; sanctions programs; Export Compliance Program (ECP) concepts; and real-life examples in applying this information.

Presenters will conduct a number of "hands-on" exercises that will prepare you to apply the regulations to your own company's export activities. This one-of-a-kind program is well suited for those who need a comprehensive understanding of their obligations under the EAR.  

Date: July TBA, 2024 (2-day program)
Location: Greater Boston Area

Additional details and registration will be forthcoming.

Developing an Export Compliance Program

BISDeveloping and maintaining an export compliance program is highly recommended to ensure that export transactions comply with the Export Administration Regulations (EAR), and to prevent export control violations. This one-day workshop provides an overview of the steps a company may take to implement an internal Export Compliance Program.

Agenda topics include:

  • Guidance on how to establish an Export Compliance Program

  • Strategies to enhance your company’s compliance program

  • How to avoid common compliance errors

  • How to build a solid framework for your company’s compliance program

This program includes small group discussion, hands-on exercises, compliance peer networking, and provides a written example of an export compliance program as well as BIS’s Export Compliance Guidelines to assist in developing your compliance program.

Note: The information presented in this program is not a legal requirement of the Export Administration Regulations. It is intended to give informational advice and guidance based on industry best practices in the field of compliance. 

Recommended prerequisite: Complying with U.S. Export Controls or equivalent experience.  

Date: July TBA, 2024 (1-day program)
Location: Greater Boston Area

Additional details and registration will be forthcoming.


Training and Registration Details - Please Read

Registration: Preregistration is required for all seminars. Each training event has a separate registration page. Please register for all events first and then make a single credit card payment for the total amount due. The registration and payment systems are not integrated, so you need to know the total amount due. Registration for in-person events typically closes at 12 noon on the business day prior to the event. Unless an event is full, walk-ins are allowed (see walk-in section below). This information will be noted in the seminar description on this web page.

Payment: We require payment at the time of registration via credit card. For free events and free for Compliance Alliance members, disregard any payment instructions. If you are on the credit card payment page, close your browser and do not enter a payment. You will be required to enter a security code to process your credit card payment. The code will be sent from with a subject of "Requested Security Code". Please add this email to your approved sender list.

Cancellations/Refunds: If you cancel your registration at least 48 hours prior to the event, you will be entitled to a refund minus a $10 processing fee. No refund will be given on notifications received after that time or in any no-show situation. All cancellation and refund requests must be submitted via email to The Export Center reserves the right to cancel or reschedule a seminar due to insufficient enrollment or other circumstances. In the case of cancellation, registration fees will be refunded.

Verification Codes are sent with the subject of "Massachusetts SBDC : Email Verification" from We use this email address frequently, so please add it to your approved sender list. If you don't receive the verification code in your inbox, check your spam folder. If you still don't find the code, send an email by clicking here and we will help you. Bypass the verification code process by creating a password! The confirmation from this address does not contain the login details (see next bullet).

Login Details: Zoom logins are sent via Constant Contact from the Massachusetts Export Center at with a subject of "Login Details". Please add this email address to your approved sender list. If you don't find the login email and it's not in your spam folder, your company may be blocking it.

Walk-Ins: If the program description on our website or registration form indicates that the seminar is full, walk-ins are not allowed. Otherwise, you may complete a walk-in registration and bring the completed form to seminar. If the seminar has a fee, you must make a credit card payment in advance as we do not accept credit cards at the door. Please bring a copy of your payment receipt, along with the completed walk-in registration form.

No Shows: Due to the costs we incur as a result of people who register for seminars and do not attend or cancel, we will bill unpaid registrants for the full cost of the seminar unless cancelled at least 48 hours prior to the event. For free seminars, no shows who don't cancel will be charged a fee to cover food and materials costs.

Already registered for export training, but forgot to pay? Click on button below or the credit card logos to use our secure credit card payment system. Before you make your payment, there will be a multifactor authentication with a security code. The email is from with a subject of "Requested Security Code". Please add this email address to your approved sender list. The charge on your credit card statement will show as "Mass Export Center".

Seminars are offered a at nominal fee; therefore we do not offer any discount pricing. Seminar materials are for attendees only.

If you have questions or need help, please email