Massachusetts Small Business Development Center Network

 

Statewide Training & Event Calendar

  

All training events are held in Massachusetts unless otherwise noted. Preregistration is required. 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 only accept credit cards 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.
 

exportingPartners for TradeThe 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 at right to download the Spring 2017 export training booklet (pdf).

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!
 

SBADid 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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2017 Calendar 

 globe = international training
   SEPTEMBER
19 Business Legal Primer (Springfield)
20 Starting or Growing a Veteran-Owned Business (Pittsfield)
20 How to Become a GSA Federal Supply Schedule Holder and Government Contracting 101 (Boston)
25 Small Business Lending: Are You Really Ready for a Loan? (Springfield)
27 Starting a Business: What You Need to Know (Haverhill)
29 Understanding VAT & GST for U.S. Exporters (webinar) globe
 
   OCTOBER
2 Re$taurant Profitable (West Springfield)
2 Basics of Starting a Business (Northampton)
4 Financing a For Profit Business 101 (Worcester)
5 Basics of Starting a Business (Greenfield)
6 Developing Your Export Compliance Program (Allston) globe
17 Legal Clinic (Springfield)
18 Business Structure and Insurance 101 (Worcester)
18 How to Become a GSA Federal Supply Schedule Holder and Government Contracting 101 (Boston)
18 QuickBooks Online Version for Beginners (Springfield)
23 Setting Up Your First Payroll (Springfield)
25 20+ Ways to Promote Your Business — Even Without a PR Budget (Haverhill)
26 Best Practices for Export Compliance Auditing and Oversight (Burlington) globe
 
   NOVEMBER
1 Human Resource Law and Employees 101 (Worcester)
1 Export Classification, Valuation & Documentation (Fall River) globe
2 Understanding the New China Export Control Law (webinar) globe
6 Basics of Starting a Business (Holyoke)
8 Understanding Your Company's Cash Flow (Springfield)
9 Advanced International Letters of Credit and Export Financing (Westborough) globe
13 Business Legal Primer (Springfield)
14 Pricing Your Products and Services (Salem)
15 Accounting Basics 101 (Worcester)
15 How to Become a GSA Federal Supply Schedule Holder and Government Contracting 101 (Boston)
29 How to Define Your Business Through Marketing Research 101 (Worcester)
 
   DECEMBER
4 Basics of Starting a Business (Springfield Area)
5 Legal Clinic (Springfield)
7 Basics of Starting a Business (Greenfield)
8 Export Expo (Boston)  globe
13 How to Become a GSA Federal Supply Schedule Holder and Government Contracting 101 (Boston)
14 20+ Ways to Promote Your Business — Even Without a PR Budget (Salem)
 

 

 

 

 

 

 

 

 

 

 

 

 

Program Descriptions


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

PTAC     SBA

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

Dates:  September 20, 2017 | October 18, 2017 | November 15, 2017 | December 13, 2017
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 Len Green at ljgreen@msbdc.umass.edu or 781-820-4302.

SBA Workshops

SBAThese 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. Please click here 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'The MSBDC is pleased to announce that Christopher Cassara, Esq., a 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 below
Times: 1:00 - 4:00 p.m. (30-minute appointments)
Location: Varies
Cost: Free
Contact: Register online by clicking on the desired date below
 

  • TBA

Basics of Starting a Business

Learn the whole nine yards of starting a business. This free workshop, presented by Allen Kronick, senior business advisor with the Massachusetts Small Business Development Center Network Western Regional Office, will focus on business fundamentals, from start-up considerations to business plan development and funding sources. It is designed for owners of existing businesses as well as those who are planning to start one.

The workshop will help entrepreneurs write a business plan and provide structure to starting/managing their venture.

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
  • Financing

Oreste Varela, Springfield branch manager of the U.S. Small Business Administration will also present, The SBA Advantage: An Overview of SBA’s Programs and Services. This 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.

This free workshop is typically held on the first Monday of the month in Springfield and the first Thursday of the month in Greenfield (unless otherwise noted, due to holiday or other conflict). See chart below for dates, times, locations and registration links.

The Greenfield workshops are cosponsored by the Franklin County Chamber of Commerce.

Cost: No charge
Contact: Pre-registration is required. Register online with link below. If you have questions or are unable to register online, contact Lynn Shedd at lshedd@msbdc.umass.edu or 413-577-1761.

MSBDC register online
 

  • Monday, October 2, 2017 | 1:00 - 3:30 p.m.
    Greenfield Savings Bank, 325A King Street, Northampton
     
  • Thursday, October 5, 2017 | 9:00 a.m. - 11:30 a.m.
    Franklin County Chamber of Commerce, 395 Main Street, Greenfield
     
  • Monday, November 6, 2017 | 1:00 - 3:30 p.m.
    PeoplesBank, 300 Whitney Avenue, Holyoke
     
  • Monday, December 4, 2017 | 1:00 - 3:30 p.m.
    Springfield Area TBA
     
  • Thursday, December 7, 2017 | 9:00 a.m. - 11:30 a.m.
    Franklin County Chamber of Commerce, 395 Main Street, Greenfield
     

Legal Clinic (offered in Western Massachusetts)

Sarah Willey, Michael GoveThe MSBDC Western Regional Office is pleased to announce that we are offering free legal clinics for small business owners. Entrepreneurs and small business owners can meet one-on-one with an attorney to discuss general legal questions such as corporate structure, leases, contracts, insurance, employment, franchising, and various other business-related issues. Appointments are 30 minutes.

The attorneys donating their time and legal expertise are Sarah K. Willey, Esq. with WMASSBIZLAW and Michael S. Gove, Esq. of Gove Law Office. All services are provided by Attorneys Willey and Gove who are not acting as agents and/or representatives of the Massachusetts Small Business Development Center Network. By meeting with an attorney, you agree to indemnify and hold harmless the MSBDC from any and all claims and liability arising from your session. Participants will receive a general waiver statement prior to their meeting.

Participants are eligible to attend one 30-minute legal clinic. Individual appointments are subject to availability. As a courtesy to the attorney, if you cannot attend your appointment, please contact our office at 413-577-1768 or msbdc@msbdc.umass.edu at least 24 hours in advance.

Select a date below to go to the appropriate registration form.

Date: Tuesday, October 17, 2017  |  Tuesday, December 5, 2017
Time: 12:30 - 4:30 p.m. (30-minute appointments)
Location: Scibelli Enterprise Center, 1 Federal Street, Building 101, Springfield
Cost: Free
Contact:  If you have questions or are unable to register online, contact Lynn Shedd at lshedd@msbdc.umass.edu or 413-577-1761.

Business Legal Primer

Sarah WilleyThis 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

Presented by Attorney Sarah K. Willey, Esq. with WMASSBIZLAW.

Date: Tuesday, September 19, 2017
Time: 9:00 - 11:00 a.m.
Location: Scibelli Enterprise Center, 1 Federal Street, Springfield
Cost: Free
Contact: Pre-registration is required. Register online with link below. If you have questions or are unable to register online, contact Lynn Shedd at lshedd@msbdc.umass.edu or 413-577-1761.

MSBDC register online

Starting or Growing a Veteran-Owned Business

Date: Wednesday, September 20, 2017
Time: 9:30 a.m. - 4:00 p.m.
Location: Berkshire Athenaeum, Pittsfield
 
> Click here for details & registration

Small Business Lending: Are You Really Ready for a Loan?

Searching for ways to fund your start-up business? Are you a current business owner in need of working capital or new equipment? Not quite sure how to approach the bank for help? If so, please join us for a workshop that addresses these questions and much more!

The speakers will lead an interactive and personalized workshop to help you prepare for the loan application process. As they tailor the workshop to your business, you will learn how preparation can make all the difference in ensuring a smooth and successful credit experience. You will discover the importance of good credit and a strong business plan.

Topics to be discussed include:

  • Five areas of credit that are considered
  • Financial reporting
  • Traditional loan types
  • Nonconventional loans

This workshop is presented by Tom Cebula, Vice President/Commercial Loan Officer at Westfield Bank. He has over 20 years of commercial and retail banking experience. Tom has presented this workshop in the past and always receives great reviews from attendees. Westfield Bank is proud to offer this workshop through the MSBDC as both organizations share a strong commitment to the growth of small businesses in our region.

Date: Monday, September 25, 2017
Time: 9:00 - 11:00 a.m.
Location: Scibelli Enterprise Center, 1 Federal Street, Springfield
Cost: $15
Contact: Pre-registration is required. Register online with link below. If you have questions or are unable to register online, contact Lynn Shedd at lshedd@msbdc.umass.edu or 413-577-1761.

MSBDC register online

Starting a Business: What You Need to Know

Inspired, "downsized" or just ready to own your own business? Assess your entrepreneurship potential while getting an overview of the marketing, financial and operations issues involved in starting a business. The speaker will be Walter Manninen, senior business advisor and financial specialist with the Massachusetts Small Business Development Center's Northeast Regional Office.

Date: Wednesday, September 27, 2017
Time: 6:00 - 8:00 p.m.
Location: Northern Essex Community College, Opportunity Works, 671 Kenoza Street, Haverhill
Cost: Free
Contact:
Laurel Costello at 978-542-6343 or sbdc@salemstate.edu

register online

Cosponsored by Northern Essex Community College

Understanding VAT & GST for U.S. Exporters

Many exporters struggle to understand multi-jurisdictional VAT & GST regulations in the foreign markets where they do business. 

Companies exporting to Canada, for example, may have difficulty determining if they meet the definition of a non-resident business, requiring GST registration.  Moreover, with many VAT regimes in the EU and India’s new GST rollout, navigating VAT/GST laws is becoming increasingly complex. 

Join us for this webinar where we will hear from on-the-ground VAT/GST experts in Canada, India and Europe. Our speakers will provide the information needed to determine requirements and navigate laws for VAT/GST in these markets, and discuss the registration, recovery reporting processes from the perspective of the U.S. exporter. Our speakers will also discuss strategies for negotiating VAT/GST obligations with foreign buyers. 

Speakers include:

Chirag Bakshi, Partner
K.C. Mehta & Co. (India)
Michael Fitton, Partner
Lohn Caulder LLP (Canada)
Daphne Hemingway, Partner
Blick Rothenberg (UK)
Milin Mehta, Partner
K.C. Mehta & Co. (India)
David MacInnes, Senior Manager
Lohn Caulder LLP (Canada)

Date: Friday, September 29, 2017
Time: 10:00 - 11:30 a.m. EST
Location: Webinar
Cost: $50 / no charge for Compliance Alliance members
Contact: Massachusetts Export Center at 617-973-8664

register online

Re$taurant Profitable

restaurant profitableThis is an interactive seminar using a real case study to teach the principles of restaurant management. The story you will hear is true, only the names and location have been changed to protect those involved.

The "River Restaurant" is a new, 150-seat restaurant in an historic city whose absentee owner spared no expense in equipping the kitchen and decorating the restaurant. The restaurant is open for dinner seven days a week and serves Sunday brunch. They host private events in the evenings. When Wheelwright Consultants were called, the restaurant was grossing in excess of $3.2M per year. They had the following operating costs: food costs of 49.92%; beverage costs of 31.36%; and labor costs of 40.96%.

Using the procedures and methods demonstrated and taught in this seminar, Wheelwright Consultants dropped the food cost by more than 12% in a matter of weeks, saving the restaurant more than $260,000! Savings in beverage and labor contributed to increased profitability by more than $90,000 a year. Learn how to control your costs, so you control your restaurant; rather than having your restaurant control you.

Your instructor will be Eric Nusbaum, owner of Wheelwright Consultants. Eric has worked full time in the hospitality industry since 1971. During that time, he has worked in almost every position in restaurants. He has managed independent and chain restaurants, private clubs, and hotels, many of which won national recognition for quality and performance (profitability). Eric also taught Hospitality Management at the University of Massachusetts where he earned five awards for teaching and advising excellence.

Date:  Monday, October 2, 2017
Time: 4:00 - 8:00 p.m.
Location: West Springfield Public Library, 200 Park Street, West Springfield
Cost: $100 per company for the first two attendees (each additional attendee from the same company is $25)
Contact: Pre-registration is required. Register online with link below. If you have questions or are unable to register online, contact Lynn Shedd at lshedd@msbdc.umass.edu or 413-577-1761.

MSBDC register online

Financing a For Profit Business 101

Do-It-Yourself or Hire a Finance Professional. Can I start a business myself or do I need to hire professionals? What are my options? This seminar will help you go over the pros and cons of financing options and how they relate to your personal situation and expected business model and plans.

Speakers include:

  •  Michael Semizoglou, Senior Vice President, Commercial Relationship Officer — Avidia Bank, Westborough
  • Arthur Martin, Senior Business Advisor and Technology Specialist — MA Small Business Development Center, Worcester
  • Sandie Cataldo, Economic Development Manager — North Central Mass Development Corporation, Fitchburg

Date: Wednesday, October 4, 2017
Time: 9:00 a.m.  - 12:00 p.m.
Location: Clark University, Higgins University Center, Grace Conference Room, 950 Main Street, Worcester
Cost: $25
Contact: MA Small Business Development Center, Central Regional Office at Clark University at 508-793-7615

MSBDC register online

Developing Your Export Compliance Program

Harvard i-labAny company that is serious about exporting needs a formal export compliance program in place. Export compliance programs demonstrate a company’s commitment to compliance and outline specific policies and procedures to ensure compliance, taking into account the company’s entire global organization, specific products and technologies, international business activities and more. Developing and managing a truly functional and adaptable export compliance program can be an overwhelming and challenging task for many businesses, however.    

Join us for this workshop for practical guidance on developing an export compliance program, including: risk assessment; export compliance team building; integration of export compliance operations; and other critical elements for an effective export compliance program. 

The workshop will also touch upon assessing the effectiveness of export compliance operations and maintaining a dynamic compliance program that keeps pace with organizational and regulatory changes. Participants are also encouraged to join us for our follow-up program on Best Practices for Export Compliance Auditing & Oversight on October 26 in Burlington. 

The speaker will be Jennifer Saak, Managing Director of Traliance LLC.

Date: Friday, October 6, 2017
Time: Registration 9:00 a.m.; Program 9:30 a.m. - 12:30 p.m. 
Location: Harvard Innovation Lab, 125 Western Avenue, Allston (parking available in the metered lot at 127 Western Avenue or in the Harvard Business School lot, also accessible from Western Avenue)
Cost: $50 / no charge for Compliance Alliance members
Contact: Massachusetts Export Center at 617-973-8664

register online

Cosponsored by Harvard Innovation Lab

QuickBooks Online Version for Beginners

QuickBooksThis is an introduction to the online version of the popular accounting program QuickBooks. This session will cover setting up a new company, invoicing and receiving payments, writing checks and paying bills. The session will end with a brief introduction and overview of reports. The differences between QuickBooks Online and QuickBooks Desktop will be noted.

The session will use QuickBooks Pro Online, but will be useful for all versions of QuickBooks. This session is suitable for those who have recently started using QuickBooks Online and those planning to use it. It is not required, but if you have a laptop or tablet and have QuickBooks Online loaded, feel free to bring it and follow along.

NOTE: This workshop is designed for training on the basics of QuickBooks Online and is not intended to troubleshoot problems individuals may currently be experiencing. Those types of questions are better suited to a one-one consulting session.

The presenter will be Don Lesser, president of Pioneer Training, Inc. Don has been a consultant and business owner for over 30 years. He has been using QuickBooks since version 2.0 for MS-DOS. He has taught QuickBooks for 20+ years, as well as consulted in its use for a wide range of clients. Don is not an accountant and does not provide accounting advice, but focuses on how to use QuickBooks to track your company’s income and expenses.

Date: Wednesday October 18, 2017
Time: 9:00 a.m. - 12 noon
Location:
Scibelli Enterprise Center, 1 Federal Street, Springfield
Cost: $35
Contact: Pre-registration is required. Register online with link below. If you have questions or are unable to register online, contact Lynn Shedd at lshedd@msbdc.umass.edu or 413-577-1761.

MSBDC register online

Business Structure and Insurance 101

Do-It-Yourself or Hire a Lawyer and Insurance Professional. What legal structure should I have?  How does your legal structure effect your insurance?  Both business structure and insurance help protect you.  Learn how working with someone who understands your industry makes a big difference to your legal exposure and your bottom line.

Speakers include:

  •  Jeffrey Donaldson, Of Counsel — Mirick O'Connell, Worcester
  • Mary G. Duncan, CPA, Tax Manager — Shepherd & Goldstein, Worcester
  • Claire Cheevers, Employee Benefits Manager — The Feingold Companies, Worcester
  • Yvonne Baker, Commercial Account Manager — The Feingold Companies, Worcester

Date: Wednesday, October 18, 2017
Time: 9:00 a.m.  - 12:00 p.m.
Location: Clark University, Higgins University Center, Grace Conference Room, 950 Main Street, Worcester
Cost: $25
Contact: MA Small Business Development Center, Central Regional Office at Clark University at 508-793-7615

MSBDC register online

Setting Up Your First Payroll

This seminar will cover the types of documentation that are needed for new hires, choosing a pay period, and the importance of accurately tracking employee’s hours. It will also look at setting up registrations with the state of Massachusetts for income withholding tax and unemployment. We’ll answer questions you may have on what payroll taxes are paid by the employer, the difference between a W2 employee and a 1099 employee, and how overtime will be calculated with different rates in play. Massachusetts Earned Sick Time, tipped employee protocols, and out-of-state residencies will also be included.

Presented by Lisa VanderVliet, account executive and Carly Fallon, director of human resources, with CheckWriters.

Lisa has been an account executive at CheckWriters for over eight years, helping more than 500 companies with their payroll needs. Carly has been a strategic partner in human resources for over 10 years, joining CheckWriters in 2015. Carly specializes in all areas of human resources, including employee relations, training & development, comp & benefits, recruitment, and compliance.

Please bring your questions!

Date: Monday, October 23, 2017
Time: 9:00 - 10:00 a.m.
Location: Scibelli Enterprise Center, 1 Federal Street, Springfield
Cost: Free
Contact: Pre-registration is required. Register online with link below. If you have questions or are unable to register online, contact Lynn Shedd at lshedd@msbdc.umass.edu or 413-577-1761.

MSBDC register online

20+ Ways to Promote Your BusinessEven Without a PR Budget

Discover innovative ways small business owners and entrepreneurs can use free PR, social media and publicity tools to build their business, gain visibility, credibility and leadership position. You will also explore 20+ ways entrepreneurs can market their brand and get resultswithout breaking the bank! The speaker will be Robin Samora, PR and business marketing expert, mentor, and speaker.

Date: Thursday, October 25, 2017
Time: 6:00 - 8:00 p.m.
Location: Northern Essex Community College, Opportunity Works, 671 Kenoza Street, Haverhill
Cost: Free
Contact:
Laurel Costello at 978-542-6343 or sbdc@salemstate.edu

register online

Cosponsored by Northern Essex Community College

Best Practices for Export Compliance Auditing and Oversight

AvidEven the best export compliance program requires ongoing oversight and periodic auditing in order to expose weaknesses, address deficiencies and ultimately improve the efficacy of the program. The practice of export compliance auditing is particularly important in today’s dynamic regulatory environment in order to minimize compliance vulnerabilities. 

During this briefing, you will hear directly from export compliance practitioners about procedures and best practices for export compliance auditing and oversight.  This program will provide guidance on various auditing options, development of audit modules and techniques, audit follow-up strategies and handling of violations that might be uncovered in the process. 

Join us for the tools and tips that you need to tighten up your export compliance operations! Speakers to be announced shortly. 

Date: Thursday, October 26, 2017
Time: Registration 9:30 a.m.; Program 10:00 a.m. - 12:00 noon
Location: Avid Technology, 75 Network Drive, Burlington
Cost: $50 / no charge for Compliance Alliance members
Contact: Massachusetts Export Center at 617-973-8664

register online

Cosponsored by Avid Technology

Export Classification, Valuation and Documentation

cosponsorsHave you ever been unsure about how to classify your exports or what value to declare in AES or on your commercial invoice? Are you sometimes uncertain when completing export documentation? Are you unclear on how to value and document export shipments for repairs, returns or warranties? 

Even for experienced exporters, documentary requirements for international trade can be a confusing and ever-changing tangle of papers, forms and regulations. 

Moreover, in today’s heightened regulatory trade environment, errors on export valuation and documentation can lead to penalties, customs problems and shipping delays.   

Join us for this hands-on, practical program which will walk participants through the process of completing major export documents, such as the AES, Certificates of Origin, Commercial Invoices and others. 

The seminar will also focus on correctly classifying and documenting the value of export shipments, including special cases such as warranty or repair shipments.  Finally, the seminar will provide guidance on proper usage of Incoterms.  Participants are encouraged to bring real-world examples and plenty of questions.

Speakers:

  • Matthew Bock, Esq. Partner — Middleton & Shrull
  • Laura Mullen, President — L.J. Rogers Inc.

Date: Wednesday, November 1, 2017 
Time: Registration 9:00 a.m.; Program 9:30 a.m. – 3:30 p.m.
Location:  UMass Dartmouth Center for Innovation and Entrepreneurship, 151  Martine Street, Fall River
Cost: $95 / $75 for Compliance Alliance members - includes continental breakfast, light lunch and seminar materials
Contact: Massachusetts Export Center at 508-999-1388

register online

Cosponsored by the UMass Dartmouth Center for Innovation and Entrepreneurship, SouthCoast Chamber of Commerce, and Bristol County Chamber of Commerce

Human Resource Law and Employees 101

Do-It-Yourself or Try to Stay up to Date with Human Resource Laws that Change Each Year. If you have employees or are hiring your first one, what should you know about Massachusetts and federal laws regarding proper classification of workers? What is the difference between an employee and an independent contractor, and what are the different tests used by the Commonwealth and federal agencies? Learn how to stay compliant and up-to-date.

Speakers include:

  • Shehzad Rajwani, Principal Attorney — Harbor Law Group, Northborough
  • Tim O'Brien — Resource Management, Inc., Fitchburg

Date: Wednesday, November 1, 2017
Time: 9:00 a.m.  - 12:00 p.m.
Location: Clark University, Higgins University Center, Grace Conference Room, 950 Main Street, Worcester
Cost: $25
Contact: MA Small Business Development Center, Central Regional Office at Clark University at 508-793-7615

MSBDC register online

Understanding the New China Export Control Law

In an effort to strengthen its export control regime, China drafted a new Export Control Law which, if enacted, will align its export control system more closely to those of other countries, including the U.S. If passed, the ECL is due to take effect in 2018. 

While the proposed law would bring China closer to fulfilling its international obligations under the UN Security Council, many U.S. exporters have questions about how it will affect their operations and sales in the country if enacted as drafted. 

Some of the key points of concern include newly created re-export regulations that will place tighter controls on the re-export of goods with a certain percentage of foreign content; deemed export controls affecting non-Chinese citizens, including residents of Taiwan and Hong Kong; on-site inspections of end-users, and a strict licensing review process. Affected U.S. companies will be those with customers, manufacturing operations, subsidiaries or business travel in China. 

Join us for this webinar to learn about how to prepare your business for possible changes under this new landmark Export Control Law. 

Our speaker will be Anne H.Y. Peng, Special Counsel with Baker McKenzie (Hong Kong).

Date: Thursday, November 2, 2017
Time: 9:00 - 10:30 a.m. EST
Location: Webinar
Cost: $50 / no charge for Compliance Alliance members
Contact: Massachusetts Export Center at 617-973-8664

register online

Understanding Your Company's Cash Flow

Your business runs on cash—cash in and cash out—a very critical aspect to you and your business. Cash flow refers to the revenues a business generates and collects compared to expenses it pays out over a fixed period of time. It is one of the most critical components of success for a small business. This workshop will teach:

  • the basics of cash flow
  • the timing of cash inflows and outflows
  • how cash flow is different from profit
  • how to manage your cash flow projections
  • how to improve your company’s cash flow   

The presenter will be Robb Morton, a Certified Public Accountant and Certified Management Accountant with 28 years of experience. Robb's experience in management accounting includes work with a major government contractor that required him to obtain knowledge of cost accounting standards and rate calculations. He has many years of experience dealing with manufacturers and has worked with a variety of computer packages. His seven years experience as a controller has given him a unique perspective that serves as a tremendous benefit when dealing with the challenges faced by his small business clients. He also has extensive experience working with family-owned businesses, both as advisor and as a member of their management team. Robb works with many area banks and finance companies to assist clients with their working capital and equipment financing needs.

Date: Wednesday, November 8, 2017         
Time: 9:00 a.m. - 12:00 p.m.
Location: Scibelli Enterprise Center, 1 Federal Street, Springfield
Cost: $25
Contact: Pre-registration is required. Register online with link below. If you have questions or are unable to register online, contact Lynn Shedd at lshedd@msbdc.umass.edu or 413-577-1761.

MSBDC register online

Advanced International Letters of Credit and Export Financing

The Provident Bank, PNC BankThis seminar will review the entire letter of credit process, from the initial proforma invoice or quote to the actual shipment and payment. The program will discuss real-world letter of credit mechanics with an extensive look at how letters of credit can be structured to meet the specific needs of the buyer and the seller. Different types and uses of letters of credit will be reviewed, including transferable letters of credit, standby letters of credit, assignment of proceeds and banker’s acceptances.

The seminar will also review letter of credit documents, common discrepancies, Incoterms and shipping documents. Hands-on, interactive format and case studies based on real-life situations will offer participants an opportunity to bring up their own questions and concerns.      

In the final part of the program, we will focus on export financing programs. The following programs will be discussed: export working capital financing under the ExIm Bank Guaranty Program, export working capital financing through the SBA Guaranty Program, as well as various types of medium-term financing beneficial for exporters.     

Company personnel who handle letter of credit transactions and personnel at the accounting and finance level are encouraged to attend. This program will also be of benefit to marketing and sales staff who need to be thoroughly versed in payment options in order to properly arrange international payment terms.    

Speakers include:

  • Kenneth Bender, Vice President & International Advisor — PNC Bank
  • Anthony Guide, Vice President & International Advisor — PNC Bank
  • Leanne Spees, Senior Vice President, International Finance — The Provident Bank

Date: Thursday, November 9, 2017  
Time: Registration 8:30 a.m.; Program 9:00 a.m. - 3:00 p.m.
Location: Massachusetts Tech Collaborative, Karl Weiss Center, 75 North Drive, Westborough
Cost: $95 includes breakfast and lunch
Contact: Massachusetts Export Center at 508-887-5412

register online

Cosponsored by The Provident Bank and PNC Bank

Business Legal Primer

Sarah WilleyThis 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

Presented by Attorney Sarah K. Willey, Esq. with WMASSBIZLAW.

Date: Monday, November 13, 2017
Time: 9:00 - 11:00 a.m.
Location: Scibelli Enterprise Center, 1 Federal Street, Springfield
Cost: Free
Contact: Pre-registration is required. Register online with link below. If you have questions or are unable to register online, contact Lynn Shedd at lshedd@msbdc.umass.edu or 413-577-1761.

MSBDC register online

Pricing Your Products and Services

Learn about pricing concepts, the role of pricing in a company’s strategy and an easy four-step process to determine pricing for your services or products on the basis of costs, customer goals, trends and competition. The speaker will be Bruce Share, owner of Share Business Growth Strategies, LLC.

Date: Tuesday, November 14, 2017
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 978-542-6343 or sbdc@salemstate.edu

register online

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

Accounting Basics 101

Do-It-Yourself of Hire an Accounting Expert.  The SBDC works with new businesses on a daily basis who need guidance in understanding their numbers whether it be for the purpose of applying for a loan, or to manage their business efficiently.  Being able to know and understand what your business numbers are at any point in time is essential to running your business effectively.

Speakers include Joshua LaPan, CPA with Shepherd & Goldstein LLP of Worcester and Boston.

Date: Wednesday, November 15, 2017
Time: 9:00 a.m.  - 12:00 p.m.
Location: Clark University, Higgins University Center, Grace Conference Room, 950 Main Street, Worcester
Cost: $25
Contact: MA Small Business Development Center, Central Regional Office at Clark University at 508-793-7615

MSBDC register online

How to Define Your Business Through Marketing Research 101

Do-It-Yourself of Hire a Professional. This i a hands-on seminar that will help you define your business by utilizing marketing research. By conducting research, you will be able to determine your identity in the market and be able to reach the consumers who will purchase your product or service.

Speakers include Cheryl Miller, senior business advisor and training director with the MSBDC in Worcester.

Date: Wednesday, November 29, 2017
Time: 9:00 a.m.  - 12:00 p.m.
Location: Clark University, Higgins University Center, Grace Conference Room, 950 Main Street, Worcester
Cost: $25
Contact: MA Small Business Development Center, Central Regional Office at Clark University at 508-793-7615

MSBDC register online

Export Expo - Save the Date!

Export ExpoJoin us for the state’s largest and most important export event of the year that brings together resources, training and information for the local exporting community!

The Massachusetts Export Center’s Export Expo provides a forum for exporters to connect with the wide variety of export resources available in Massachusetts while learning about issues that impact their day-to-day export operations. 

The event will include an exhibit area featuring government, non-profit and private sector service providers serving the export community. Coinciding with the exhibition, the Export Center will convene workshops and roundtable discussions throughout the day on a wide variety of export-related topics.

This year’s Export Expo will focus on uncertainty in the current global trade landscape, including possible upcoming shifts in U.S. trade policy. Hot-button issues such as NAFTA renegotiation, free trade policy, export controls, sanctions, enforcement and more will be addressed. Worldwide international trade trends and related topics will also be discussed, with a focus on helping companies to navigate a dynamic and increasingly complex global trade environment.   

The Export Expo will feature influential guest speakers, opportunities to connect with experts to answer your specific export questions, networking, and fun! This event regularly sells out. Space is limited, so register early!

Exhibitor and sponsorship opportunities are available! Click here for additional information on opportunities (pdf) or click here for exhibitor/sponsor registration. If you need additional information, please contact Paula Murphy at 617-973-8664.  

Date: Friday, December 8, 2017
Time:  Registration & Exhibits Open at 9:00 a.m.; Program 9:30 a.m. – 4:00 p.m.; Networking reception to follow  
Location: State Transportation Building, 2nd Floor Conference Center, 10 Park Plaza, Boston - includes workshops, exhibits, breakfast, lunch and networking reception
Cost: $35 / no charge for Compliance Alliance members

register online

20+ Ways to Promote Your Business — Even Without a PR Budget

Discover innovative ways small business owners and entrepreneurs can use free PR, social media and publicity tools to build their business, gain visibility, credibility and leadership position. You will also explore 20+ ways entrepreneurs can market their brand and get resultswithout breaking the bank! The speaker will be Robin Samora, PR and business marketing expert, mentor, and speaker.

Date: Thursday, December 14, 2017
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 978-542-6343 or sbdc@salemstate.edu

register online

Cosponsored by the Enterprise Center at Salem State University