Massachusetts Small Business Development Center Network

 

Statewide Training & Event Calendar

  

All training events are held in Massachusetts unless otherwise noted. Preregistration is required for all events. Each registration link is program-specific. If no link is listed, online registration is not available or registration has closed.

Training registrations are booked on a first-come, first-served basis. To reserve your space for fee-based events, mail your payment to the appropriate office with a copy of the completed registration form. We accept credit cards only for the Massachusetts Export Center's events. Your spot is reserved once payment is received by the appropriate office. Training programs may be added or cancelled; the training schedule is subject to change.

Please review our Registration and Cancellation Policies.
 

exportingPFTThe Massachusetts Export Center organizes seminars, webinars and events throughout the year under Partners for Trade—the official export training initiative of the Commonwealth. The Export Center also offers an opportunity to view archived webinars. For further information, visit www.mass.gov/export.

Click on image to right to download the Export Center's Spring 2019 Partners for Trade export training brochure.
 

Massachusetts Export Resource CenterThe Massachusetts Export Center created the Massachusetts Export Resource Center, a comprehensive, one-stop resource for accessing a wide range of instructional and practical information on exporting to help your business grow and take advantage of international opportunities. Registration is free!
 

SBA
Did you know that the U.S. Small Business Administration offers free online training? Click on the SBA logo to view topics.


          

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2019 Training Calendar 

 globe = export training
   APRIL
24 Writing a Solid Marketing Plan (New Bedford) *postponed*
25 Best Practices for Voluntary and Required Self Disclosures (webinar) globe
25 Principles of the Lean Office (Worcester)
25 SEED Basic Entrepreneurial Workshop: Session I: Business Fundamentals (Nantucket)
25 SEED Basic Entrepreneurial Workshop: Session II: Understanding Financial Statements (Nantucket)
29 Success for Small Business (SSB) - Part 2 (Randolph)
 
   MAY
1 Business Continuity Strategies - Building Business Value (Worcester)
1 Financial Planning for Your Small Business (New Bedford)
2 Basics of Starting or Growing Your Business (Greenfield)
2 Quality Management Overview (Worcester)
2 Access to Capital (Salem)
3 Best Practices for Export Enforcement Management (Lowell) globe 
6 Basics of Starting a Business (Springfield)
7 Selling on Amazon: Basics and Best Practices (Salem)
8 Powering Your Exports: A Program for Manufacturing and Tech Companies (Attleboro) globe 
9 Duty Drawback: Your Secret Weapon in the Tariff War (webinar) globe 
10 Introduction to Government Contracting (Springfield)
15 How to Become a GSA Federal Supply Schedule Holder and Government Contracting 101 (Boston)
15 Understanding Your Company's Financial Statements (Springfield)
17 Foreign Investment & Export Control Update: Next Steps Under the FIRRMA & ECRA (webinar) globe
21 SBA Loans 101 (Salem)
30 Powering Your Exports: A Program for Manufacturing and Tech Companies (Lawrence) globe
 
   JUNE
3 Basics of Starting a Business (Springfield)
3 Business Legal Primer (Springfield)
6 China Trade Update (webinar)  globe 
19 Powering Your Exports: A Program for Manufacturing and Tech Companies (Springfield)  globe  
 
   JULY
11 Basics of Starting or Growing Your Business (Greenfield)
19 Managing Export Operations and Compliance (webinar) globe 
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Program Descriptions


How to Become a GSA Federal Supply Schedule Holder and Government Contracting 101

PTAC     U.S. Small Business Administration

This free one-day workshop is typically held monthly in Boston. This workshop, designed to encourage and support small businesses interested in obtaining a GSA Federal Supply Schedule contract; learn more about contracting opportunities, the procurement process and resources available. Not sure which solicitation applies to your product or service? Refer to GSA's Schedules e-Library website in order to view or download solicitations. You can also view and download solicitations by visiting the Federal Business Opportunities (FedBizOpps) website.

Before attending the workshop, please review the GSA Multiple Award Schedule (MAS) Program and the GSA Vendor Tool Box. Please direct any questions regarding the GSA MAS Program to the GSA MAS Helpdesk (National Customer Service Center) by phone at  800-488-3111 or by email at mashelpdesk@gsa.gov. Space is limited, so register early!

To register, click on a specific date below and you will be transferred to the registration form. Space is limited to the first 25 participants, so register early!

Date:  Wednesday, May 15, 2019
Time: Registration 9:45 a.m.; Program 10:00 a.m. - 1:30 p.m.
Location: Thomas P. O'Neill, Jr. Federal Building, 10 Causeway Street, 1st Floor, Boston - check registration form for exact room location
Cost: Free
Contact: Questions about GSA Multiple Award Schedules Program, contact the GSA MAS Helpdesk at 800-488-3111 or by email at mashelpdesk@gsa.gov. For difficulties with seminar registration, please contact Stephen Edmonds at sedmonds@umass.edu or 781-801-3036.

Introduction to Government Contracting

PTACThis workshop is only for small businesses located in the Western Massachusetts area. It will focus on how to potentially do business with the federal, state and local governments. Learn about free and confidential PTAC services — including electronic bidmatching service. It will also provide a brief overview of government procurement/contracting and basic steps on marketing products and/or services to the government. The session will conclude with a brief Q&A session. Presented by Grace Otta of Massachusetts Procurement Technical Assistance Center, Western Massachusetts region.

To register for an event, click on a specific date below and you will be transferred to the registration form. Space is limited, so register early!

Dates:  Friday, May 10, 2019
Time: Registration 10:25 a.m.; Program 10:30 - 11:30 a.m.
Location: Scibelli Enterprise Center, Training Room, One Federal Street, Building 101, 1st Floor, Springfield
Cost: Free
Contact: Grace Otta at gotta@umass.edu or 413-545-6303

SBA Workshops

U.S. Small Business AdministrationThese workshops will help you gain a better understanding of the various U.S. Small Business Administration (SBA) programs and services that are available to prospective or current entrepreneurs who need assistance in starting or expanding their businesses. 

General information will be provided on the following programs and services:

  • SCORE – Counselors to America’s Small Business
  • MSBDC – Massachusetts Small Business Development Center Network
  • SBA Guaranty Loan Programs: 7(a) Loans, Micro Loans, SBA Express Loans, and 504 Project Loan Program
  • Government Contracting Opportunities: 8(a) Business Development, HUBZones (Historically Underutilized Business Zones), Small Disadvantaged Business, and Surety Bonding
  • Disaster Assistance 

These free two-hour programs are offered frequently at various locations.  Click on button below to visit SBA's website for dates, locations and registration information.

Cosponsored by the U.S. Small Business Administration and area chambers of commerce

Legal Clinics (offered monthly in Southeast Massachusetts)

Partridge Snow & Hahn LLP'We are pleased to announce that Christopher Cassara, Esq., partner at Partridge Snow & Hahn LLP (PSH), is continuing to hold free Legal Clinics in our office and at our outreach locations. Entrepreneurs and small business owners are eligible to meet one-time, one-on-one for 30 minutes, to discuss general legal questions such as corporate structure, leases, contracts, insurance, employment, franchising, and various other business related issues.

Christopher CassaraAll services are provided by PSH which is not acting as an agent and/or representative of the Massachusetts Small Business Development Center Network. By meeting with PSH you agree to indemnify and hold harmless the MSBDC from any and all claims and liability arising from your session with PSH. Participants will receive a general waiver statement prior to their meeting.

These free and confidential 30-minute sessions are offered once a month at various locations. Space is limited and registration is required. Registration opens online two weeks prior to each legal clinic's date. If you have questions, please call the MSBDC office at 508-673-9783.

As a courtesy to Attorney Cassara, who is volunteering his time for the clinics, please call our office at at least 24 hours in advance if you cannot attend your appointment.
 

Dates: Monthly on Fridays - see dates below
Times: 1:00 - 4:00 p.m. (30-minute appointments)
Location: Varies
Cost: Free
Contact: Online registration is required below. Call the MSBDC office at 508-673-9783 with questions.

Register online by clicking on the desired date below:

  • New dates coming soon!

Basics of Starting a Business

biz startupLearn the whole nine yards of starting a business! This free workshop will focus on business fundamentals, from start-up considerations to business plan development and funding sources. It will help entrepreneurs write a business plan and provide structure to starting/managing their venture. This workshop is appropriate for anyone who wants to start a business and existing business owners looking for guidance on creating a business plan and securing financing to grow their business.

Topics will include: introduction and need for planning; basic business plan format; choosing your legal form of organization; marketing, market planning and research; cash flow projections; financial statements; and financing.

In addition, there will be an overview of the U.S. Small Business Administration's programs and services. The presentation will help you gain a better understanding of the various SBA programs and services available to prospective or current entrepreneurs who need assistance in starting or expanding their businesses, and will include capital, counseling and contracting information.

Oreste Varela, branch manager of the U.S. Small Business Administration in Springfield, will be a speaker. In addition, Allen Kronick, a senior business advisor with the Massachusetts Small Business Development Center Network's Western Regional Office, will speak.

There is no charge for these workshops, but pre-registration is required. To register, click on the appropriate date below. If you have questions or problems registering online, please contact Lynn Shedd at lshedd@msbdc.umass.edu or 413-577-1768.
  

Basics of Starting or Growing Your Business

Learn the whole nine yards of starting a business! This free workshop will help entrepreneurs write a business plan and provide structure to starting/managing their venture. It will also focus on business fundamentals; from startup considerations to business plan development and funding sources. Both those who want to start a business and existing business owners looking for guidance on creating a business plan and securing financing to grow their business will find this session helpful.

Topics will include: introduction and need for planning; Basic business plan format; choosing your legal form of organization; marketing, market planning and research; cash flow projections; financial statements; and financing.

In addition, there will be an overview of the U.S. Small Business Administration's programs and services. The presentation will help you gain a better understanding of the various SBA programs and services available to prospective or current entrepreneurs who need assistance in starting or expanding their businesses, and will include capital, counseling and contracting information.

Bonus: If your business is food-related, you are invited to attend a guided tour of the Franklin County Community Development Corporation commercial kitchen following the workshop. Please follow these guidelines when visiting the commercial kitchen: no open-toed shoes, tank tops, or strong perfumes/colognes and limited jewelry. Anyone under the age of 18 is not permitted in the commercial kitchen area.

Oreste Varela, branch manager of the U.S. Small Business Administration in Springfield, will be a speaker. In addition, Anita Eliason, a senior business advisor with the Massachusetts Small Business Development Center Network's Western Regional Office, will speak.

There is no charge for these workshops, but pre-registration is required. To register, click on the appropriate date below. If you have questions or problems registering online, please contact the MSBDC Western Regional Office at lshedd@msbdc.umass.edu or 413-577-1768.
 

Powering Your Exports: A Program for Manufacturing and Tech Companies

cosponsorsIf you are a manufacturing or technology company in Massachusetts, you should be connected to the global market. Many successful exporters derive more revenue from outside the U.S. than from within it. How do they do it?  What steps can you take to do the same? And how can you build export operations that are both effective and compliant?  

This program is about taking your sales and operations to the next level – we’ll discuss the steps to take for international expansion, implementation of export operations, and some of the potential pitfalls to be avoided. We will also review the many government resources, including grants and other supports, that are available to help supercharge your exports! 

Available on the following convenient dates and locations:
 

  • Date: Wednesday, May 8, 2019
    Time: Registration 8:00 a.m.; Program 8:30 - 10:00 a.m., including time for discussion
    Location: Attleboro City Hall, Council Annex Room, 77 Park Street, Attleboro
    Cost: No charge
    Contact: Massachusetts Export Center at 508-999-1388

    Cosponsored by the United Regional Chamber of Commerce and the City of Attleboro
     
  • Date: Thursday, May 30, 2019
    Time: Registration 8:00 a.m.; Program 8:30 - 10:00 a.m., including time for discussion
    Location: IndusPAD Industrial Innovation Hub (formerly Polartec Fleece Headquarters), 46 Stafford Street (Route 28), Rear Entry, Lawrence
    Cost: No charge
    Contact: Massachusetts Export Center at 617-973-6610

    Cosponsored by the Merrimack Valley Chamber of Commerce
     
  • Date: Wednesday, June 19, 2019
    Time: Registration 8:30 a.m.; Program 9:00 - 10:30 a.m., including time for discussion
    Location: TD Bank Conference Center, 1441 Main Street, Springfield
    Cost: No charge
    Contact: Massachusetts Export Center at 508-887-5412

    Cosponsored by the Springfield Regional Chamber of Commerce

Writing a Solid Marketing Plan

This event has been postponed. New date to be announced.

Times may be tough, but this is not the time to cut your marketing budget and efforts. 

What is job ONE for your business? Create Customers! How do you do that? By writing and executing a solid marketing plan! 

Join Cliff Robbins, a senior business advisor with the MSBDC, to learn how to do just that! You will walk away with a strategy in place and a marketing plan outline to help you use the tools and tips you learn in this workshop to start or grow your business.

Date:  TBA
Time: Registration 2:15 p.m.; Workshop 2:30 - 5:00 p.m. 
Location: NBEDC Conference Room @ The Quest Center, 1213 Purchase Street, 2nd Floor Conference Room, New Bedford (enter through the front door and take the elevator to the 2nd floor)
Cost: Free
Contact: Call the MSBDC office at 508-673-9783 with questions.

Cosponsored by the New Bedford Economic Development Council and the Massachusetts Growth Capital Corporation

Principles of the Lean Office

Inefficiencies in business processes can be difficult to see and bottlenecks are not always obvious. Too often, organizations ignore these wastes and delays. You can produce greater value with higher quality in less time when Lean strategies are applied in your front office. Learn how to visualize a business process Be able to see the waste in it Learn about the tools to drive out that waste

Presented by MassMEP (Manufacturing Extension Partnership).

Date: Thursday, April 25, 2019
Time: 9:00 a.m. - 12:00 p.m.
Location: Clark University, Alumni Student Engagement Center, Conference Room 202, 950 Main Street, Worcester
Cost: $25
Contact: MSBDC Central Regional Office at 508-793-7615

Best Practices for Voluntary and Required Self Disclosures

Export control, economic sanctions and other related laws are complex and ever-changing. As such, U.S. companies engaged in international business transactions are at heightened risk for non-compliance. Even diligent, well-intentioned exporters often make mistakes in this dynamic regulatory climate. Exporters uncovering potential violations confront the question whether to voluntary self-disclose the matter to the relevant federal agency. Disclosure may be recommended in order to avoid or mitigate penalties, or to present a "clean house" for investors, lenders, or underwriters. In some instances, federal law requires disclosure and a blocking of funds or property interests, failure of which may constitute additional violations.  

This webinar will discuss factors affecting the decision whether to disclose export or sanctions violations, including the definitive identification of violations, likelihood of detection and enforcement action, possible fallout, and potential implications for employees and business partners. The webinar will also address what should be disclosed, how and when to make the disclosure, and how to minimize the likelihood of a penalty, including remedial actions. Finally, we will discuss best practices for working with outside counsel, investigating violations, preparing disclosures, and interacting with relevant federal agencies. In addition to discussing EAR, ITAR and OFAC disclosures, we will also discuss related disclosures and notifications under the DFARS cybersecurity requirements and CFIUS.  

Our speaker will be Kerry Scarlott, Partner with Baker & Hostetler LLP.

Date: Thursday, April 25, 2019  
Time: 11:30 a.m. - 1:00 p.m.  
Location: Webinar  
Cost: $50 / no charge for Compliance Alliance members
Contact: Massachusetts Export Center at 617-973-6610

SEED Basic Entrepreneurial Workshop: Session I: Business Fundamentals

cosponsorsThis workshop focuses on helping entrepreneurs understand the fundamentals of owning a business. Information on how to get started, where and how to get financing, and the loan application process will be presented. Attendees will also be provided with a free business plan guide and other materials. 

Click here for further information and registration details.

Date: Thursday, April 25, 2019
Time: Registration 8:00 a.m.; Workshop 8:30 - 11:30 a.m.
Location: Cape Cod 5 Banking Center, 112 Pleasant Street, Nantucket
Cost: Free
Contact: To register, contact SEED Corporation at 508-822-1020 ext. 318 or email Jessica Mello at jmello@seedcorp.com

Sponsored by SEED Corporation and Cape Cod 5. Held in cooperation with the U.S. Small Business Administration (SBA), MA Small Business Development Center (MSBDC), and SCORE.

SEED Basic Entrepreneurial Workshop: Session II: Understanding Financial Statements

cosponsorsThe focus of this workshop is to help attendees understand a balance sheet, income statement, and cash flow statement. The workshop also explains how a small business owner can anticipate financial needs in order to operate his/her business more efficiently.

Click here for further information and registration details.

Date: Thursday, April 25, 2019
Time: 12:00 - 2:30 p.m.
Location: Cape Cod 5 Banking Center, 112 Pleasant Street, Nantucket
Cost: Free
Contact: To register, contact SEED Corporation at 508-822-1020 ext. 318 or email Jessica Mello at jmello@seedcorp.com

Sponsored by SEED Corporation and Cape Cod 5. Held in cooperation with the U.S. Small Business Administration (SBA), MA Small Business Development Center (MSBDC), and SCORE.

Success for Small Business (SSB) (2-evening workshop)

HarborOneSuccess for Small Business (SSB) is a program developed to assist small business owners, and those looking to start a business, by providing guidance on how to operate a small business successfully. In an effort to support economic growth in the communities we serve, HarborOne U has designed a series of free small business classes with the busy small business owner in mind. 

Join us for an accelerated program delivered over two evenings where we will cover the following required SSB courses: 

  • Part 1:  Planning for a Healthy Business, Personal Credit & Banking Services, Intro to Marketing 
  • Part 2:  Marketing Your Brand, Budgeting & Financial Basics, Managing Cash Flow  

Business owners who successfully complete the SSB program would then be eligible* for an initial business line of credit in the amount of $5,000 from HarborOne. After a year of responsible handling of the business line of credit, HarborOne will review eligibility for credit line increase to $10,000. 

*Loan subject to credit approval. Flexible and innovative credit underwriting parameters considered.

Date: Monday, April 22 & Monday, April 29, 2019
Time: 5:30 - 8:30 p.m.
Location: Randolph Intergenerational Community Center, 128 Pleasant Street, Randolph
Cost: Free
Contact: info@harborone.com

Cosponsored by HarborOne Bank and HarborOne U

Business Continuity Strategies - Building Business Value

An individual may start a business with any number of valid individual personal goals in mind:

  • Current income, short term growth and sell the business quickly
  • Financial security for the next generation
  • Source of retirement income

The key to this process is building business value. Very few people have a solid plan. The goal of this session is to challenge the way you look at and run your business, and help you build a more profitable and stronger company which will build value for your business. They will walk you through the essential steps including strategic review, SWOT analysis, business value cycle, understanding value and drivers of value, and growth strategies.

You own or are running your business for a reason. Please take the time from your busy schedule and the demands of operating your company to attend this strategic workshop. 

The speaker Terrence Shepherd, CM&AA, CPA, MST, managing partner S&G, LLP and principal at ROCG Affiliate.

Date: Wednesday, May 1, 2019
Time: 9:00 a.m. - 12:00 p.m.
Location: Clark University, Higgins University Center, Lurie Conference Room, 950 Main Street, Worcester
Cost: $25
Contact: MSBDC Central Regional Office at 508-793-7615

Financial Planning for Your Small Business 

In this workshop you will gain an understanding of the sources of capital to start or grow a business, develop a capital strategy to fit any stage of your business, mentally prepare for the pros & cons of different funding sources, rule out sources that will be frustrating and a dead end. Join Cliff Robbins, MSBDC senior business advisor, as he discusses...

  • 5 Stages of Business Growth
  • Sources of Capital for Different Stages
  • Funders’ Perspectives When Reviewing Loan Applications
  • Writing A Winning Loan Request
  • Tips and Tricks for Smart Business Management

Space is limited and online registration is required.

Date: Wednesday, May 1, 2019
Time: Registration 2:15 p.m.; Workshop 2:30 - 5:00 p.m.
Location: NBEDC Conference Room @ The Quest Center, 1213 Purchase Street, 2nd Floor Conference Room, New Bedford (enter through the front door and take the elevator to the 2nd floor)
Cost: Free
Contact: Call the MSBDC office at 508-673-9783 with questions.

Cosponsored by the New Bedford Economic Development Council and the Massachusetts Growth Capital Corporation

Quality Management Overview

Customers expect high quality products, the first time and every time. A system that ensures quality at every process step—starting with design through order entry to delivery—can enable companies to meet this expectation.

  • Gain an understanding of requirements of the ISO standards
  • Understand the key elements of a quality management system
  • Learn about management responsibilities

Presented by MassMEP (Manufacturing Extension Partnership).

Date: Thursday, May 2, 2019
Time: 9:00 a.m. - 12:00 p.m.
Location: Clark University, Higgins University Center, Lurie Conference Room, 950 Main Street, Worcester
Cost: $25
Contact: MSBDC Central Regional Office at 508-793-7615

Access to Capital

Financing is one of the most important factors in starting and operating a business. Come listen to experts discuss how the process works.

The speakers will be:

  • Lisa Gonzalez Welch, Economic Development Specialist - U.S. Small Business Administration
  • Jugmi Rao, VP-Relationship Manager - Small Business North Shore Region - TD Bank
  • Fatiha Ainane, Team Leader - ACCION East
  • Tom Daniel, AICP, Director of Planning and Community Development - City of Salem

Date: Thursday, May 2, 2019
Time: 8:30 - 10:30 a.m.
Location:
Enterprise Center at Salem State University, 121 Loring Avenue, Suite 106, Salem
Cost: Free
Contact: Laurel Costello at the MSBDC at lcostello@salemstate.edu or 978-542-6343

Cosponsored by the Enterprise Center at Salem State University

Best Practices for Export Enforcement Management

UMass LowellEnforcement of export regulations is carried out by a number of federal agencies with “boots on the ground” at the local level. Indeed, it is not unusual for businesses engaged in global trade to occasionally receive a knock on the door from these agencies when they are investigating a case, targeting specific industry sectors, or conducting general outreach. 

Join us to hear directly from special agents on current trends in export enforcement, what they look for in effective export compliance operations, and how exporters should approach their relationships with the enforcement community. We will also hear from the industry perspective on establishing protocols for preparing for enforcement visits and managing relationships with enforcement authorities. 

Our speakers will be:  

  • Jon Bentsen, Special Agent Counter-Proliferation Investigations Group, Homeland Security Investigations — U.S. Immigration & Customs Enforcement
  • William Higgins, Acting Special Agent in Charge, Boston Field Office —  U.S. Department of Commerce, Office of Export Enforcement
  • Thomas Porro, Export Control Compliance Manager — University of Massachusetts Lowell
  • Brian Solecki, Resident Agent in Charge Defense Criminal Investigative Service, Boston Resident Agency — U.S. Department of Defense

Date: Friday, May 3, 2019  
Time: Registration 9:30 a.m.; Program 10:00 a.m. - 12:00 p.m.  
Location: University of Massachusetts Lowell Innovation Hub, 110 Canal Street, Lowell
Cost: $50 / no charge for Compliance Alliance members
Contact: Massachusetts Export Center at 617-973-6610

Cosponsored by the University of Massachusetts Lowell

Selling on Amazon: Basics and Best Practices

Learn the simple, effective strategy used by small brands to compete powerfully on Amazon. You'll also discover Amazon's profit equation, the 10 steps to creating an irresistible product listing, 11 critical costs to consider and more.

The speaker will be Heather Sears, founder of Kinshokitchen.com.

Date: Tuesday, May 7, 2019
Time: 8:30 - 10:30 a.m.
Location: Enterprise Center at Salem State University, 121 Loring Avenue, Suite 106, Salem
Cost: Free
Contact: Lesley Smythe at the Enterprise Center at lsmythe@enterprisectr.org or 978-542-2021                                                    

Cosponsored by the Enterprise Center at Salem State University

Duty Drawback: Your Secret Weapon in the Tariff War

With recent, dramatic escalations in U.S. and global tariffs, it has become increasingly important for companies to investigate creative alternatives to help them remain competitive and maintain international sales revenue. If your company imports goods and either re-exports them or exports equivalent products, whether or not they have been altered or incorporated into finished products, you should consider adding Duty Drawback to your trade arsenal to help offset high tariffs.

The drawback regulations under the Trade Facilitation and Trade Enforcement Act (TFTEA) were updated as of February 24, 2019 to modernize the law. The amended regulations make it easier to file and process drawback claims by requiring electronic filing, providing for more flexible merchandise substitution allowances, simplifying record keeping requirements, standardizing timelines for filing claims and reducing the data required for claim submissions. 

Join us for this timely program to learn more! This webinar will provide an overview of Duty Drawback allowances and procedures, as well as an update on the Drawback regulations under TFTEA. 

Our speakers will be:  

  • Sheila Milne, Manager, Tax, Trade & Customs — KPMG LLP  
  • James Mulvehill, Senior Manager, Tax, Trade & Customs — KPMG LLP

Date: Thursday, May 9, 2019
Time: 11:30 a.m. - 1:00 p.m.
Location: Webinar
Cost: $50 / no charge for Compliance Alliance members
Contact: Massachusetts Export Center at 617-973-6610

Understanding Your Company's Financial Statements

If you are in business, financial statements are an essential tool. Knowing how to read your financial statements will help you to understand what happened last year in your business and what is likely to happen this year. This workshop will include information on balance sheets, income statements and profit/loss.

The presenter will be Robb Morton who has 30 years of experience in public and management accounting. As both a Certified Public Accountant and Certified Management Accountant, Robb offers an excellent source for not only technical accounting and tax issues, but for management advisory support as well. He has extensive experience working with family-owned businesses both as advisor and as a member of their management team. Robb works with many of the area banks and finance companies to assist his clients with their working capital and equipment financing needs. He also has extensive experience in business planning including projections and forecasts.

Date: Wednesday, May 15, 2019
Time: 9:00 a.m. - Noon
Location: TD Bank, 1441 Main Street, Springfield
Cost: $25
Contact: If you have questions or are unable to register online, contact Lynn Shedd at lshedd@msbdc.umass.edu or 413-577-1768.

Cosponsored by Boiselle, Morton & Wolkowicz, LLP

Foreign Investment & Export Control Update: Next Steps Under the FIRRMA & ECRA

On August 13, 2018, the Export Control Reform Act (ECRA) and the Foreign Investment Risk Review Modernization Act (FIRRMA) were signed into law. This landmark legislation will have far-reaching impact for U.S. businesses, including exporters, developers of emerging technologies, and potential recipients of foreign investment. In recent months, implementation of the ECRA and FIRRMA have gotten off to a quick start, with the Committee on Foreign Investment in the U.S. (CFIUS) announcing its pilot program and the Bureau of Industry and Security (BIS) opening comment periods regarding “emerging and foundational technologies” targeted for possible enhanced export control.

This webinar will provide an update on the current status of implementation of both the ECRA and the FIRRMA. Topics to be covered include the status of rulemaking by BIS on the definition of “emerging technologies” to be controlled under the Export Administration Regulations; an update on the CFIUS pilot program, which requires declarations to be filed regarding foreign investments in many U.S. companies that develop or produce export-controlled products; and developments regarding next steps for implementation of both the ECRA and the FIRRMA.  

Our speaker will be Gwendolyn Jaramillo, Partner with Foley Hoag LLP.

Date: Friday, May 17, 2019  
Time: 11:30 a.m. - 1:00 p.m. EST  
Location: Webinar  
Cost: $50 / no charge for Compliance Alliance members
Contact: Massachusetts Export Center at 617-973-6610

SBA Loans 101

Join Lender Relations Specialist Dan Martiniello as he details the SBA Loan Guaranty programs, services and benefits for small businesses. Learn about the 7(a) and 504 loan programs, Lender Match Service and more to help your business succeed.

The speaker will be Daniel Martiniello, Lender Relations Specialist, Massachusetts District Office with the U. S. Small Business Administration.

Date: Tuesday, May 21, 2019
Time:
8:30 - 10:30 a.m.
Location: Enterprise Center at Salem State University, 121 Loring Avenue, Suite 106, Salem
Cost: Free
Contact: Lesley Smythe at the Enterprise Center at lsmythe@enterprisectr.org or 978-542-2021                                                    

Cosponsored by the Enterprise Center at Salem State University and the North Shore Alliance For Economic Development

Business Legal Primer

This presentation will help you gain a better understanding of the core legal concepts impacting your business. 

  • Choice of Entity – What does it mean to be a sole proprietor, partnership, limited liability company or corporation; which type is right for your business?
  • Employee vs. Independent Contractor – Avoiding the steep risks of misclassification -- the basics of determining whether you are hiring an employee or engaging an independent contractor.
  • Trademark, patent or copyright – What’s the difference, when and how you need to get one.

Pre-registration is required. Register online with link below.

Date: Monday, June 3, 2019
Time: 9:00 - 11:00 a.m.
Location: Scibelli Enterprise Center, 1 Federal Street, Building 101, 3rd Floor, Springfield
Cost: Free
Contact: If you have questions or are unable to register online, contact Lynn Shedd at lshedd@msbdc.umass.edu or 413-577-1768.

Cosponsored by SCORE

China Trade Update

The U.S.-China trade relationship exceeded $700 Billion in 2017, and China is our largest trading partner in manufactured goods. Given the importance of the two-way trade relationship between the two countries, many U.S. companies have been deeply impacted by the numerous trade policy actions involving China over the past year. 

Join us for this webinar for the latest on the U.S.-China trade relationship, including ongoing trade negotiations. We will discuss the impact of China’s access to U.S. technology on the development of trade policy as well as related issues, such as counterintelligence trends, intellectual property protection, technology transfer, and more.  We will also discuss 2-way tariff developments between the U.S. and China. Finally, we will address trends with China and foreign investment approvals under the Committee for Foreign Investment in the U.S. (CFIUS) as well as trends with China and enhanced end user restrictions under the Export Control Reform Act and other related cases, such as Huawei. 

Our speaker will be Giovanna Cinelli, Practice Lead, International Trade & National Security with Morgan, Lewis & Bockius LLP.

Date: Thursday, June 6, 2019  
Time: 11:30 a.m. - 1:00 p.m.
Location: Webinar  
Cost: $50 / no charge for Compliance Alliance members
Contact: Massachusetts Export Center at 617-973-6610

Managing Export Operations and Compliance

In today’s complex export environment, regulatory compliance and traditional operational issues are inextricably linked. Even simple logistical or reporting mistakes may have repercussions that can lead to noncompliance. Companies that don’t take a holistic and systematic approach to all of these issues will leave themselves open to fines, customs seizures, delays, and possible enforcement action. 

This webinar will provide an overview of the U.S. export regulatory environment, including essential steps for compliance with export controls and sanctions laws. The webinar will also discuss other steps in the export operational process, including AES reporting, global trade classification, free trade agreement compliance, shipping terms, export documentation, and more.

This nuts-and-bolts program will provide you with the essentials for ensuring compliance and help you to cut through the confusion that can sometimes impede export operations. Bring your questions! 

Speakers include:

  • Paula Murphy, Director — Massachusetts Export Center
  • Kathleen Newell, Trade Compliance Manager — Massachusetts Export Center  

Date: Friday, July 19, 2019
Time: 11:30 a.m. - 1:30 p.m.
Location: Webinar
Cost: No charge
Contact: Massachusetts Export Center at 617-973-6610