Massachusetts Small Business Development Center Network

 

Massachusetts SBDC Statewide Training & Event Calendar

  

Preregistration is required for all events. If no link is listed on the registration page, online registration is not available or registration is closed. Please read important training and registration information by clicking here.


 
export
The 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 the Compliance Alliance—a special initiative designed to help the state’s businesses enhance their export compliance and global trade competitiveness.
 
On the calendar below, globe indicates an exporting training event.

 
 

 

 

 

 

 

 

 

 

 

 

~~~ 2026 Training Calendar 

Unless otherwise noted, training is offered online.              globe = export training
 SEPTEMBER
15 Veteran Founder Blueprint™ (8 weeks through Nov 3)
16 Creating a Dynamic Capability Statement - Get Noticed!
17 Small Business Open House (Fall River)
23 Small Business Open House (Pittsfield)
23 Preparing for a Matchmaking Marketing Outreach Event
24 Introduction to AI for Small Businesses
25 STEP Grant Application Webinar globe
 
 OCTOBER
8 Navigating Commerce and State Department Disclosures: Violations, Enforcement, and the China Factor globe
14 Responding to Rapidly Evolving Regulatory Risks in Your Supply and Distribution Chains: Managing Third Parties and Beyond globe
23 AES, ACE & the FTR:  Export Reporting and Compliance in Practice globe
29 Navigating the New ITAR Landscape: Rulemaking, Enforcement and Compliance globe
 
 NOVEMBER
4 Tech Talks with Rob (Year End Tech Tune-Up: Simplify, Secure, and Set Up 2027 for Success)
5 Managing Tariff Exposure: Data-Driven Strategies for Mitigation and Compliance globe
10 Finding Government Solicitations and Opportunities to Bid
19 Selling in China: Navigating CCC Mark, China RoHS and Product Certifications globe
 
 JANUARY 2027
28-29  Export Expo globe
 












 

 

 

 

 

 

 

 

 

 

 

 

 

 

  

  
 

 

 

    

  

  

  

  

 

 

 

 

 

 

  

 

 

 

 

 

 

 

 

 

Program Descriptions


Tech Talks with Rob

Tech Talks with RobJoin us for "Tech Talks with Rob" an enlightening webinar series designed specifically for small business owners looking to navigate the complex world of technology. Each session, hosted by tech expert Rob DelMastro, will delve into critical topics that are essential for running a modern business in the digital age.

Various topics that we will cover:

  • Professional Email Systems: Learn how to set up and manage a professional email system that enhances your business communication and credibility.
  • Cybersecurity: Discover strategies to protect your business from cyber threats and ensure your data remains secure.
  • Password Managers: Find out why password managers are a must-have for securing your sensitive information and how to implement them effectively.
  • SEO: Uncover the secrets of Search Engine Optimization to increase your online visibility and drive more traffic to your website.
  • Domains and Web Hosting: Get to grips with choosing the right domain names and web hosting services that align with your business goals.
  • POS Systems: Explore the various Point of Sale systems available and how to select one that streamlines your sales processes.

Whether you are tech-savvy or just getting started, "Tech Talks with Rob" will provide you with the knowledge and tools to leverage technology for your business’s success. Don’t miss out on this opportunity to learn, grow, and secure your business in the digital marketplace. During each session, Rob will present a brief 15–20-minute introduction to the topic at hand, followed by an interactive discussion and Q&A period. This series aims to create a welcoming environment where participants are encouraged to ask questions. Remember, there are no bad questions. 

Date:  Typically held on the first Wednesday of the month - click on date(s) below to register
Time: 10:00 - 11:00 a.m. ET
Location: Online
Cost: No charge
Contact: Paula Pawloski at the Massachusetts SBDC at ppawlosk@umass.edu


UPCOMING TOPICS:

Year End Tech Tune-Up: Simplify, Secure, and Set Up 2027 for Success

When was the last time you looked under the hood of your business technology? Be honest: How many apps are you paying for that you have not opened in months? How many old accounts still have access to your systems? When was the last time you updated anything?

Before the holiday rush hits, Tech Talks with Rob is dedicating November to a full year-end tech tune-up—a practical, no-stress session to help you clean up, lock down, and plan ahead. We will cover:

  • How to audit your software - what you are paying for, what you actually use, and what can go
  • Revoking access from former employees, old apps, vendors and forgotten integrations
  • The 15-minute security checkup every business owner should do before January
  • Consolidating tools: when one app can replace three *Setting your tech budget and priorities for 2027 - what is worth investing in and what is hype
  • A printable year-end tech checklist you can work through over a coffee

Think of it as spring cleaning—in November—for all your business technology.

Are You Bankable?

Your small business is "bankable" if a commercial bank or lending institution is willing to offer you financing, such as a loan or line of credit. Small business owners often seek financing to buy equipment or inventory, launch a new product line, open or expand retail or manufacturing operations, further grow an existing business and more. Contrary to popular belief, banks are eager to lend to small businesses. However, in order to be bankable, you need to understand your business' numbers, how to organize them for a commercial loan, and how to present your personal and business story in a compelling manner.    

This workshop will be led by Karen Baldeschwieler, small business consultant with Zenagos. We may be joined by additional guest speakers.

Learn how to:

  • Think Like a Banker – Discover how financial institutions assess your bankability
  • Master Your Business Narrative – Craft a persuasive story that highlights your strengths and the opportunity
  • Navigate Financial Imperfections – Learn how to present past challenges in the best possible light
  • Prepare Your Documentation – Gather the right financial records to streamline your loan application

Date: See dates below
Time: 12:00 - 1:30 p.m. ET
Location: Online
Cost: No charge
Contact: Matin Hussainy at the Massachusetts SBDC at 413-545-1988 or matin.hussainy@umass.edu 

 

Small Business Open House

Join the Massachusetts Small Business Development Center (MSBDC), in partnership with the U.S. Small Business Administration (SBA), for an upcoming Small Business Open House designed to connect businesses and entrepreneurs directly with lenders, resource partners, and business advisors from across the region.

The Open House will provide attendees with the opportunity to network, ask questions, explore financing options, and learn more about resources available to support business growth and success. Whether you are starting a business, seeking capital, planning for expansion, or simply looking to make valuable connections, this event is an excellent opportunity to engage with experts and organizations dedicated to helping Massachusetts small businesses thrive. We encourage all small businesses, entrepreneurs, and community partners to attend. We encourage all small businesses, entrepreneurs, and community partners to attend.

This event is offered on multiple dates and at locations across the state. Click here to visit our dedicated Open House page.

Veteran Founder Blueprint™

MA Veterans Chamber of CommerceYour Next Mission: Building a Thriving Business with the Veteran Founder Blueprint™

The Veteran Founder Blueprint™ is an 8-week results-driven program designed to help veteran entrepreneurs gain traction and grow their business in their first three years of operation.

Led by Lisa Ducharme, USAF, Retired, the Veteran Founder Blueprint™ helps veterans bridge the gap between military service and business success by turning service-tested skills into practical business strategies.

Why businesses in their first three years? The first three years are the most fragile and defining years of a business. This is the period when founders are moving from an idea and passion to a sustainable, revenue-generating company.

  • Complete one focused field action each week
  • Test an idea, speak with customers, strengthen a connection, or refine your offer
  • Then use what you learn to plan, act, review, and adjust

Speakers:

  • Lisa Ducharme, USAF, Retired; Executive Director – Massachusetts Veterans Chamber of Commerce
  • Anita Eliason, Senior Business Advisor – Massachusetts Small Business Development Center - Western Region

Click here to view flyer for series.

Date: Tuesdays, September 15 - November 3, 2026 (8 weeks)
Time: 6:00 - 9:00 p.m. ET
Location: Online
Cost: No charge
Contact: Paula Pawloski at the Massachusetts SBDC at ppawlosk@umass.edu

Cosponsored by the Massachusetts Veterans Chamber of Commerce

Creating a Dynamic Capability Statement - Get Noticed!

Center for Women & EnterpriseAttend this informative webinar designed to help you create a targeted government focused capability statement (CS). Make sure you get the attention of federal agencies, corporations and prime contractors (large businesses with subcontracting goals). Whether you are new to the government marketplace or looking to sharpen your outreach materials, this session will give you the tools you need to stand out.

We will walk you through how to craft a capability statement specifically tailored to federal buyers and prime contractors - what to include, what to avoid, and how to present your strengths to align with government expectations. You will see real-life examples and learn tips, tricks, and best practices to help you build a clear, concise, and compelling CS.

Don't miss this opportunity to develop a dynamic capability statement that supports your future success in the government marketplace.

The speaker will be Sandra Ledbetter, Director of Government Sales with the Massachusetts Small Business Development Center. Sandra previously provided government procurement assistance to Central Massachusetts businesses under the Massachusetts PTAC/APEX Accelerator (also under the Massachusetts SBDC). Sandra has an extensive procurement career with over 40 years working in the government marketplace. Prior to joining the Massachusetts SBDC to open the PTAC Central Massachusetts office in 2001, Sandra handled government and export sales for a New England-based defense contractor where she also held the title of Small Business Liaison Officer (SBLO). From 1986-1999, Sandra was the Director of the Southwest Michigan PTAC.

Date: Wednesday, September 16, 2026
Time: 12:00 - 1:00 p.m. ET
Cost: Sliding scale (click here for details)
Location: Online
Contact: Center for Women & Enterprise at info.regional@cweonline.org

Cosponsored by the Center for Women & Enterprise

Preparing for a Matchmaking Marketing Outreach Event

Center for Women & EnterpriseThis webinar will help you prepare for participation in a business to government (B2G) or business to corporation (B2C) matchmaker by providing tips on how to properly present your products & services. The goal is for you to have a positive and productive marketing and networking experience.

The speakers will also provide an overview of their organizations' services.

This workshop will cover:

  • Marketing materials (e.g., capability statement)
  • Elevator pitch
  • Matchmaker etiquette
  • Market research
  • Networking
  • Post event follow-up
  • Q&A

Speakers:

  • Samantha Carr, Program Manager for Central and Western Massachusetts Centers — Center for Women & Enterprise
  • Lisa Gonzalez Welch, Economic Development Specialist — U.S. Small Business Administration
  • Sandra Ledbetter, Director of Government Sales — Massachusetts SBDC

Date: Wednesday, September 23, 2026
Time: 12:00 - 1:00 p.m. ET
Cost: Sliding scale (click here for details)
Location: Online
Contact: Center for Women & Enterprise at info.regional@cweonline.org

Cosponsored by the Center for Women & Enterprise

Introduction to AI for Small Businesses

cosponsorsLearn about how AI can help you run your small business.

The speaker will be Cliff Robbins, Regional Director and Senior Business Advisor with the Massachusetts SBDC - Southeast Region.

Date: Thursday, September 24, 2026
Time: 1:00 - 2:00 p.m. ET
Location: Online
Cost: No charge
Contact: Anne Fenton at amfenton@msbdc.umass.edu

Cosponsored by the New Bedford Economic Development Council (NBEDC) and MassDevelopment

STEP Grant Application Webinar

Join us to learn about the Massachusetts State Trade Expansion Program (STEP), which is available to eligible Massachusetts small businesses for the purpose of increasing export sales of their goods and services. 

The Massachusetts STEP program is administered by the Massachusetts Office of International Trade & Investment, in collaboration with the Massachusetts Export Center, through a grant from the U.S. Small Business Administration.   

This webinar will discuss the parameters of the Massachusetts STEP program and walk participants through the STEP application process.  The webinar will provide guidance on program eligibility and completion of the application, and will also discuss specific elements that are critical for successful applicants. The webinar will also provide tips on assessing export readiness and planning international marketing activities in support of the STEP application. Those applicants who have demonstrated a strong commitment to exporting with a well-planned export strategy will have the best likelihood of success! Grant awards are made on a competitive basis.  

For more information, visit www.mass.gov/export/step.    

Our speakers will be:

  • Melissa Clary, Business Development Manager — Massachusetts Office of International Trade and Investment
  • Julia Dvorko, Regional Director — Massachusetts Export Center
  • Michelle Ouellette, Director, Acting - Boston U.S. Export Assistance Center — U.S. Department of Commerce Commercial Service
  • Jeevan Ramapriya, Executive Director — Massachusetts Office of International Trade and Investment (invited)
  • Joseph Raycraft, Export Finance Manager — U.S. Small Business Administration, Office of International Trade  

Date: Friday, September 25, 2026
Time: 12:00 – 1:30 p.m. ET
Location: Webinar
Cost: No charge
Contact: Massachusetts Export Center at training@massexport.org or 617-973-6610

Navigating Commerce and State Department Disclosures: Violations, Enforcement, and the China Factor

As export controls continue to evolve and enforcement agencies place greater emphasis on corporate compliance, companies are facing increasingly complex decisions about how to identify, assess, and address potential violations. When an issue is discovered, determining whether and how to disclose it to the government can be just as important as identifying the underlying compliance failure. The stakes can be particularly significant when transactions involve sensitive technologies, defense articles, or China-related activities.

Join us for a comprehensive overview of the disclosure frameworks administered by the Commerce Department's Bureau of Industry and Security (BIS) and the State Department's Directorate of Defense Trade Controls (DDTC). This webinar will walk through the mechanics of voluntary self-disclosures under the Export Administration Regulations (EAR) and International Traffic in Arms Regulations (ITAR), examine recent enforcement actions and penalty trends, and explore how China-related export controls are reshaping compliance risk. Whether you’re managing an initial disclosure or building a proactive compliance program, this session will equip you with practical guidance for navigating today’s heightened enforcement environment.

Our speaker will be Sylvia Costelloe, Counsel with ArentFox Schiff LLP.

Date: Thursday, October 8, 2026
Time: 12:00 – 1:30 p.m. ET
Location: Webinar
Cost: $25 / no charge for Compliance Alliance members
Contact: Massachusetts Export Center at training@massexport.org or 617-973-6610

Responding to Rapidly Evolving Regulatory Risks in Your Supply and Distribution Chains: Managing Third Parties and Beyond

For companies doing business internationally, the actions of third parties can have significant compliance implications. These relationships can introduce additional layers of complexity—and potential exposure—into global supply and distribution chains. Understanding where those risks may arise and developing practical processes for managing them has become an increasingly important part of an effective trade compliance program.

U.S. laws and regulations impacting both supply chain and distribution chains continue to shift rapidly as the Administration turns to trade enforcement to accomplish domestic and international policy goals. For companies across industries doing business internationally, managing these evolving risks and third parties relations present ever increasing and new challenges. During this webinar, our subject matter experts will provide an overview of relevant U.S. regulatory regimes and practical tips for identifying key risks, integrating compliance into existing processes, and managing “red flags” when working with your suppliers, resellers, distributors, and other third parties.

Participants will gain a better understanding of the regulatory considerations affecting their supply and distribution networks, as well as practical approaches for incorporating third-party due diligence and compliance controls into existing business processes. The discussion will focus on real-world considerations for companies seeking to identify potential issues before they become compliance problems. We hope you will join us!

Our speakers will be:

  • Anthony Mirenda, Partner, Co-Chair, White Collar Crime & Government Investigations — Foley Hoag LLP
  • Sarah Oliai, Partner, International Trade and National Security Practice — Foley Hoag LLP
  • Adam Safwat, Partner, Co-Chair, White Collar Crime & Government Investigations — Foley Hoag LLP  

Date: Wednesday, October 14, 2026
Time: 12:00 – 1:15 p.m. ET
Location: Webinar
Cost: $25 / no charge for Compliance Alliance members
Contact: Massachusetts Export Center at training@massexport.org or 617-973-6610

AES, ACE & the FTR:  Export Reporting and Compliance in Practice

With increased attention to export compliance and enforcement, accurate and complete reporting through the Automated Export System (AES) is more important than ever.  The Electronic Export Information (EEI) reported in AES provides government agencies with critical information used to identify potential export compliance and national security concerns, making accurate reporting and an appropriate level of due diligence essential for exporters.

This webinar will discuss important AES and Foreign Trade Regulations (FTR) developments. The program will identify when a transaction is subject to EEI reporting and provide practical guidance on key reporting elements, including valuation, export information codes, license and license exemption codes, and when an Export Control Classification Number (ECCN) must be reported.

Additionally, our speaker will provide a practical look at AES reporting with an emphasis on risk mitigation and reducing potential enforcement exposure. Topics will include unresolved AES response messages, errors and inconsistencies with shipment details, conducting due diligence by reviewing Automated Commercial Environment (ACE) reports and shipment details provided by freight forwarders, obtaining appropriate information and documentation from buyers, auditing, correcting and documenting export reporting issues.

Whether your company files EEI directly or relies on a freight forwarder or other authorized agent, understanding the information being reported on your company’s behalf is essential. This program will provide practical guidance for evaluating your AES reporting process, identifying potential weaknesses, and strengthening compliance with the FTR.

Our speaker will be David Robeson, Consultant with Mohawk Global Trade Advisors.

Date: Friday, October 23, 2026
Time: 12:00 – 1:15 p.m. ET
Location: Webinar
Cost: $25 / no charge for Compliance Alliance members
Contact: Massachusetts Export Center at training@massexport.org or 617-973-6610

Navigating the New ITAR Landscape: Rulemaking, Enforcement and Compliance

Over the past two years, the Directorate of Defense Trade Controls has made significant changes to the International Traffic in Arms Regulations. These changes include many revisions to the U.S. Munitions List, registration fee increases, new licensing exemptions, Part 126 country policy changes, and new and revised definitions. At the same time, new rules that could reshape controls on defense services, technical data, space-related technologies and other areas, are in the pipeline. In July 2026, DDTC’s updated regulatory agenda laid out nine ITAR rulemakings expected over the next 12 months, with several already moving through the rulemaking process.

Recent enforcement actions show that that companies are facing significant consequences for issues involving technical data transfers, licensing and other export authorizations, provisos, reexports and reporting requirements. This webinar will look at what is changing, what is coming next, and what it means for your export compliance program. We will translate the regulatory developments into practical steps that companies can take to keep their classifications, authorizations and procedures up to date. We will also discuss how companies can engage more effectively in the rulemaking process, by identifying proposed changes that could impact their business, submitting meaningful comments, and using the rulemaking process as part of their compliance strategy.

Our speaker will be Christopher Stagg, Principal with Varick PLLC.

Date: Thursday, October 29, 2026
Time: 12:00 – 1:15 p.m. ET
Location: Webinar
Cost: $25 / no charge for Compliance Alliance members
Contact:
Massachusetts Export Center at training@massexport.org or 617-973-6610

Managing Tariff Exposure: Data-Driven Strategies for Mitigation and Compliance

The U.S. tariff landscape continues to shift, creating new cost pressures, compliance challenges and strategic considerations for importers. At the same time, increased customs enforcement is placing greater emphasis on accurate classification, valuation, country of origin and duty mitigation strategies. Businesses are increasingly leveraging trade data analytics to identify duty-saving opportunities, assess supply chain risks, and strengthen compliance programs.

Join our webinar for a practical discussion on the latest tariff developments, proven tariff mitigation strategies, and the expanding role of data analytics in identifying opportunities and supporting compliance. The webinar will also feature an update on current U.S. Customs and Border Protection (CBP) enforcement priorities and what importers should do now to prepare.

Whether your company is navigating new tariff exposure, evaluating sourcing alternatives, or strengthening its customs compliance program, this webinar will provide timely insights and practical strategies to help you reduce costs, mitigate risk, and stay ahead of an increasingly complex trade environment.

Our speakers will be:

  • James Mulvehill - Managing Director, Trade & Customs — KPMG (Boston)
  • Tom McCullough, Senior Manager, Trade & Customs — KPMG (New York)
  • Rick Lawlor, Director, Trade & Customs — KPMG (Philadelphia)

Date: November 5, 2026
Time: 12:00 – 1:15 p.m. ET
Location: Webinar
Cost: $25 / no charge for Compliance Alliance members
Contact:
Massachusetts Export Center at training@massexport.org or 617-973-6610

Finding Government Solicitations and Opportunities to Bid

Center for Women & EnterpriseYour business is stable and profitable, and you are looking for opportunities to grow. It’s time to explore the government marketplace. In this session we will walk through:

  • How to find the government solicitations available to bid on
  • Trainings that are available through a multitude of resources, to further assist you with, including: the Commonwealth, SBA and more
  • Review some of the registrations and documents the government may want you to have
  • Q&A - bring your questions

The speaker will be Sandra Ledbetter, Director of Government Sales with the Massachusetts Small Business Development Center.

Date: Tuesday, November 10, 2026
Time: 12:00 - 1:00 p.m. ET
Cost: Sliding scale (click here for details)
Location: Online
Contact: Center for Women & Enterprise at info.regional@cweonline.org

Cosponsored by the Center for Women & Enterprise

Selling in China: Navigating CCC Mark, China RoHS and Product Certifications

U.S. businesses selling in China or planning to enter the Chinese market face mandatory certifications, product standards, labeling requirements, environmental restrictions, testing and conformity-assessment requirements before their products can be placed on the market. This practical webinar will provide an overview of China’s product-compliance landscape, with a focus on China Compulsory Certification (CCC), China RoHS and other key product certifications.

The session will examine when CCC applies, how the certification process works, and how to determine whether a product falls within its scope. It also will explore China RoHS, including its expanding product scope, hazardous-substance restrictions, conformity-assessment options, marking and information-disclosure requirements, as well as important updates to the 2026 framework.

The webinar will also address other product-specific requirements, including the China Energy Label, SRRC radio certification and the Network Access License for telecommunications equipment. It will focus on how exporters can identify the requirements that apply to their products, determine when self-declaration is possible, and understand when Chinese testing or third-party certification is mandated.

Our speaker will be Tiffany Wong, Product Manager, Market Access Services, US with TÜV Rheinland of North America, Inc.

Date: Thursday, November 19, 2026
Time: 12:00 – 1:00 p.m. ET
Location: Webinar
Cost: $25 / no charge for Compliance Alliance members
Contact:
Massachusetts Export Center at training@massexport.org or 617-973-6610

Export Expo

Join us for the Export Expo – the state’s largest and most important export event of the year that brings together resources, training and information for the global trade community!

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

The Export Expo is a virtual event that will include an exhibit area showcasing government, non-profit and private sector service providers serving the international trade community. The event will also feature a lineup of workshops, panel discussions and special addresses on a wide variety of trade-related topics.

This year's Export Expo will be highlighted by influential guest speakers and opportunities to connect with experts to answer your specific export questions. We hope that you will join us for this timely and important international trade content in a convenient virtual format. Our virtual platform will provide opportunities for networking and allow participants to view all of the conference's content, so you won't miss a thing!

Sponsorship opportunities are available. View details on the 2027 Export Expo Sponsorship Package (pdf).

Click here to watch a short video recap of last year's Expo. If you would like to access last year's Expo, please click here.

Dates: Thursday and Friday, January 28-29, 2027
Time: 10:00 a.m. - 4:00 p.m. ET
Location: Online
Cost: No charge
Contact: Massachusetts Export Center at 617-973-6610

 

Important Training Notes

Massachusetts SBDC training events are supported by federal taxpayer funds. By registering, you certify that you are legally authorized to receive services funded by U.S. taxpayer dollars, in accordance with applicable federal law and regulations.

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. Credit cards are accepted ONLY for Massachusetts Export Center's events. Your spot is reserved once payment is received by the appropriate office. Training events may be added or cancelled; the training schedule is subject to change.

Training confirmations are sent from centeric@clients.msbdc.org. We use this email address frequently, so please add it to your approved sender list. A verification code will be sent from this email address allowing you to register for training. If you have problems signing in, please do not create a new account with a different email in order to register. For help registering, send an email to the contact in the seminar description. Please review our cancellation and refund policies.