List of Topics and Workshops

List of topics and workshops

For a full description of each topic, send an e-mail request and we will send you a one page description of any topic you select

Category: Topics of Interest to Exporters

Keep Your CFO off Your Back: How to Choose the Right Method of Payment for International Trade

            Find out what the payments are, how they work, and what the risks are

Been Burned? How to Mitigate the Three Financial Risks of Exporting

In every export sale there are a number of risks that need to properly be managed, including three types of financial risks. In this seminar you learn the three risks as well as resources for analyzing them and methods of protecting yourself from loss.

Incoterms 2000 – Avoid Three Disastrous Ways to Use Them Incorrectly

A special feature of this seminar is a discussion of which payment terms work best for each of the 13 Incoterms.

Letters of Credit from A to Z: A Smorgasbord of Insights from a Banking Pro

This workshop covers the highlights of how a letter of credit works and an understanding of the risks in an international trade transaction.

Standby Letters of Credit - How to Manage and Mitigate Risk

This seminar is designed to assist participants to understand the many purposes and uses of standby letters of credit, how they should be issued, and how to minimize risk to the bank and to the customer.

Export Letters of Credit – Avoid the Three Biggest Surprises

Using the building block technique, Roy builds on previous information and explains the intricacies of letters of credit.

 Advanced Letters of Credit (Case Studies Seminar)

The primary learning tool is the use of case studies to simulate real-live transactions. 

Three Strategies How to Safely Use Documentary Collections

This seminar includes flowcharts showing how sight and time drafts operate. It includes a discussion of the risks from the exporter's and importer's viewpoint.

Eliminating the Mystique of Letters of Credit

The seminar is sprinkled with many humorous and memorable anecdotes to illustrate the theory of the transactions.

An Insiders Guide to Understanding the Letters of Credit Rules

This seminar uses mini case studies to help attendees comprehend the rules, which govern letters of credit.

How Letters of Credit and Incoterms are Inter-related

This workshop allows for a discussion of each Incoterm and how a Letter of Credit can be structured correctly by asking for the right transport document.

Export Finance – How to Work Magic

The workshop reviews who offers the programs, what they are and how to access them.

Bankers' Acceptances – A Little-known Creative Financing Tool for Imports and Exports

This seminar answers questions such as: what are Bankers' Acceptance? Who can use them? What are the conditions that must be met?

Making Sense out of Trade Finance from A to Z

This in-depth interactive workshop begins with the basics of understanding the risks and builds to a thorough understanding of the various tools available of trade finance.

Exposing Your Banker: Ten Facts Your Banker Does Not Know about International Air Cargo Transportation

Ocean shipments have been in existence for thousands of years. Air cargo transportation, by contrast, are less than 100 years old. Many ingrained facts about ocean shipments do not apply to air cargo transportation. Many people, including bankers, do not understand the differences. Using the wrong terms or applying the wrong principles can be disastrous in an international trade transaction. This seminar delineates the differences and participants will learn how to use the correct terms and principles.

How to Reshape a Strong Export Team: How to Choose a Freight Forwarder and a Bank

Bring the decision-makers together as Roy leads an open discussion to deal with the important decisions required to successfully consummate international sales.

Energizing the Export Enterprise

This seminar addresses all the functions necessary to implement and

enhance the export activity of a company. Participants will learn who

needs to be involved, what they need to know, when are they ready, where in the world should they concentrate, and how to make it happen.

Eighteen Steps to Create a Proforma Invoice: From Clueless to Competent

This workshop covers the reasons for using a Proforma Invoice and the data, which must be included in a Proforma Invoice.

How to Start Your Own Import/Export Business: From Start to Finance

This seminar covers the basic considerations for establishing an import/export business. Discussion will include strategies such as the use of agents, freight forwarders, customs brokers and bankers. Also included is a list of resources available on-line as well as in the local community.

How Incoterms Impact Cost, Risk and SOX

            This seminar covers an overview of the 13 Incoterms. Included is a             discussion of revenue recognition: (a) when does a sale become a      receivable, (b) two paramount issues, and (c) how Incoterms can help in         determining the issues.

Category: Topics of Interest to Importers

Keep Your CFO off Your Back: How to Choose the Right Method of Payment for International Trade

            Find out what the payments are, how they work, and what the risks are

Import Letters of Credit – How Not to be Duped

This seminar explains why the vendor needs a letter of credit and how to provide a letter of credit that protects the importer and is also acceptable to the vendor.

Incoterms 2000 – Avoid Three Disastrous Ways to Use Them Incorrectly

A special feature of this seminar is a discussion of which payment terms work best for each of the 13 Incoterms.

Letters of Credit from A to Z: A Smorgasbord of Insights from a Banking Pro

This workshop covers the highlights of how a letter of credit works and an understanding of the risks in an international trade transaction.

Standby Letters of Credit - How to Manage and Mitigate Risk

This seminar is designed to assist participants to understand the many purposes and uses of standby letters of credit, how they should be issued, and how to minimize risk to the bank and to the customer.

 Advanced Letters of Credit (Case Studies Seminar)

The primary learning tool is the use of case studies to simulate real-live transactions. 

Three Strategies How to Safely Use Documentary Collections

This seminar includes flowcharts showing how sight and time drafts operate. It includes a discussion of the risks from the exporter's and importer's viewpoint.

Eliminating the Mystique of Letters of Credit

The seminar is sprinkled with many humorous and memorable anecdotes to illustrate the theory of the transactions.

An Insiders Guide to Understanding the Letters of Credit Rules

This seminar uses mini case studies to help attendees comprehend the rules, which govern letters of credit.

How Letters of Credit and Incoterms are Inter-related

This workshop allows for a discussion of each Incoterm and how a Letter of Credit can be structured correctly by asking for the right transport document.

Bankers' Acceptances – A Little-known Creative Financing Tool for Imports and Exports

This seminar answers questions such as: what are Bankers' Acceptance? Who can use them? What are the conditions that must be met?

Exposing Your Banker: Ten Facts Your Banker Does Not Know about International Air Cargo Transportation

Ocean shipments have been in existence for thousands of years. Air cargo transportation, by contrast, are less than 100 years old. Many ingrained facts about ocean shipments do not apply to air cargo transportation. Many people, including bankers, do not understand the differences. Using the wrong terms or applying the wrong principles can be disastrous in an international trade transaction. This seminar delineates the differences and participants will learn how to use the correct terms and principles.

How to Start Your Own Import/Export Business: From Start to Finance

This seminar covers the basic considerations for establishing an import/export business. Discussion will include strategies such as the use of agents, freight forwarders, customs brokers and bankers. Also included is a list of resources available on-line as well as in the local community.

Category: Topics of Interest to General Audiences

Letters of Credit for Freight Forwarders and Customs Brokers: Irresistible Secrets from a Banking Pro

This seminar is exclusively for the operations staff of Freight Forwarders and Customs Brokers.

Banking Beyond Our Borders

This workshop describes the basic services offered by banks

Mysteries of Money and Banking Revealed

This course presents a fundamental treatment of how money functions in the U.S. and world economies.

Seven Steps for Developing Markets Beyond Our Shores

This seminar is for companies who have potential for trading internationally but have not yet made that all important management decision

How to Reshape a Strong Export Team: How to Choose a Freight Forwarder and a Bank

Bring the decision-makers together as Roy leads an open discussion to deal with the important decisions required to successfully consummate international sales.

What is my Customer Doing? Handy Essentials to Help a Bank Lending Officer Understand a Customer’s International Business

This seminar is designed to assist lenders to understand and minimize risk

to the bank and to the customer.

Saying and Doing the Right Thing in the Right Way: Essentials of Business Etiquette

When you invite a client to lunch, who should sit in the power seat? Do you know which seat at the table is the power seat? Should you wait for your client to arrive, or be seated? What is the correct seating order at a conference table? Learn how business etiquette has differences to social etiquette and discover the tips to make a good impression in a business setting.

How Incoterms Impact Cost, Risk and SOX

            This seminar covers an overview of the 13 Incoterms. Included is a             discussion of revenue recognition: (a) when does a sale become a      receivable, (b) two paramount issues, and (c) how Incoterms can help in         determining the issues.