Date(s) - 05/25/2017
7:30 am - 3:00 pm
Wyndham Garden Hotel
7:45AM: Registration, Networking and Breakfast Buffet
8:30AM: Breakout Sessions: A1 & A2
9:30AM: Coffee Break
9:45AM: Breakout Sessions: B1 & B2
10:45AM: Coffee Break
11:00AM: Pre-Luncheon Presentation
12:00PM: Luncheon Registration, Networking, Trade Exhibition
Use this time to visit the exhibitors and to network with speakers, sponsors and attendees. A full luncheon will be served.
12:30PM: Luncheon and Keynote Presentation
2:00PM: Dessert Reception, Networking, Trade Exhibition
3:00PM: Conference Concludes
“The Lifecycle of Going Global” (A1)
As firms develop their long-term growth strategies, more and more frequently they include expansion into a foreign market. These types of growth initiatives are inviting due to the significant benefits associated with conducting business internationally, but they also bring unique risks and challenges.
During this presentation, Stambaugh Ness PC’s Tom Moul and Jennifer Nelson, along with Lynn Knepp will walk participants through the lifecycle of international expansion. From landing your first foreign project to opening an office abroad, each phase has its own issues to overcome and best practices that should be applied. With the appropriate tax and business planning strategies, you can not only lower your risks but identify ways to enhance profitability.
Learning objectives include:
- Awareness of international tax triggers
- Learn the most common international tax missteps
- Identify ways to minimize tax liabilities
- Understand how tax compliance can impact the success of expansion
Thomas J. Moul, CPA – Principal and Director of Strategic Tax Advisory, Stambaugh Ness
Tom specializes in customized planning that increases tax efficiency by considering the unique big-picture needs and goals of each client. Working closely with companies, Tom outlines steps to minimize taxes, identify alternatives, and understand tax implications and structure transactions. Additionally, Tom applies his tax expertise to clients who are conducting or considering conducting international business ventures. Tom received his BS degree in Accounting from York College of Pennsylvania.
Jennifer G. Nelson, CPA, MBA – Principal and Tax Practice Director, Stambaugh Ness
Jennifer leads clients through the complex world of federal, state and international taxation of corporations, partnerships and individuals. Additionally, she provides tax research, consultation, and compliance in the areas of accounting methods, international tax, multi-state taxation, tax credits, depreciation, entity selection and structure, and overall strategic tax planning and advisory services. Jennifer received her BS degree in Health Policy and Administration from The University of Pennsylvania, and her MBA with a concentration in Accounting from The University of Pittsburgh.
Lynn Knepp, Stambaugh Ness
As a member of SN’s CFO Advisory group, Lynn provides high level services such as managing financial infrastructure, assisting with preparing for bank financing, financial and operational improvement planning, merger and acquisition planning, and other outsourced CFO solutions. Formerly with Gannett Fleming, Lynn served as CFO, Controller, Stockholder, and Director.
“Making Trade Agreements Work for You!” (A2)
The Office of Trade Agreements Negotiations and Compliance, part of the US Department of Commerce, helps make trade agreements work for American exporters and investors. Its officers work to eliminate foreign government-imposed trade barriers by supporting U.S. efforts to negotiate new international trade agreements, and by working to ensure that existing agreements deliver the market access and fair treatment promised.
Through participation in U.S. trade policymaking and coordination of the International Trade Administration’s Trade Agreements Compliance Program, TANC focuses on the areas where foreign trade barriers most often affect U.S. industry, including but not limited to:
- Technical Barriers to Trade, including unfair testing, labeling, or certification requirements,
- Government Procurement problems,
- “Border Barriers” such as burdensome customs procedures or import licensing requirements, incorrect valuation or classification of exports, problematic rules of origin or marking requirements, and,
- Discriminatory Investment requirements.
This session will provide an overview of the services TANC can provide and features the “local success story” of Klinge Corporation, a York, PA manufacturer of specialized refrigerated transport containers.
Brian Woodward, Policy Director, Office of Trade Agreements Negotiations and Compliance (TANC)
Brian Woodward is the Trade Agreements Policy Coordinator for the Trade Agreements Negotiations and Compliance Office in the International Trade Administration’s U.S. Department of Commerce and has been with the Department since the end of 2001. Mr. Woodward is responsible for coordinating input to senior level staff and the interagency on various trade disciplines including customs, government procurement, investment, regulatory transparency, state-owned enterprises, and technical barriers to trade for all trade agreement negotiations. Prior to this position, Mr. Woodward served as the Department’s policy lead on the USG delegation to the WTO Committee on the Government Procurement Agreement (GPA), the Trans-Atlantic Trade and Investment Partnership and all other free trade agreements. Before working in the Trade Agreements Negotiations and Compliance Office, Mr. Woodward worked in the Forest Products and Building Materials Office in DOC. Mr. Woodward received his Masters in International Affairs from the Fletcher School of Law & Diplomacy at Tufts University and Bachelors Degree at Trinity College in Hartford, CT.
Allan Klinge, President, Klinge Corporation
Mr. Klinge plans, develops, implements, and evaluates the organization’s administration function and performance. He participates in the development of the corporation’s plans and programs. Mr. Klinge is also responsible for directing, managing and coordinating all sales and marketing activities for Klinge Corporation. He coordinates efforts between the sales and engineering departments; leads the development and implementation of marketing initiatives; and, helps to identify, design and implement new market opportunities, products and plans. Mr. Klinge joined Klinge Corporation in 2007. He previously worked at a research firm in Washington, DC. Mr. Klinge has a Master’s Degree from Harvard University and a Bachelors Degree from Dartmouth College.
“Export Finance Tools to Mitigate Risk” (B1)
The EXIM Bank is an independent federal agency that fills gaps in private export finance in order to bolster U.S. job growth at no cost to American taxpayers. EXIM provides trade financing solutions to empower exporters of U.S. goods and services. Securitas is a specialty insurance broker focused on developing solutions to mitigate credit risk, which helps clients achieve financial goals and protect their businesses from unexpected credit losses.
Learn how to:
- Obtain working capital financing
- Offer competitive financing rates to your customers
- Utilize low-cost export credit insurance to protect against buyer non-payment, insure foreign receivables, minimize risk, and offer extended credit terms to your buyers
Aerek N. Stephens, Export Finance Manager, Export-Import Bank of the United States
Aerek is Export Finance manager with Export-Import back of the Unites States. In this role, Aerek is the primary point of contact for Regional Export Promotions Program, a program that works in collaboration with State and non-profit agencies to educate and promote how exporting can increase employment in the United States. Aerek has 20 years of banking experience with Wells Fargo & Citigroup. He has held leadership positions in, Project Management, Relationship Management, Foreclosure and Collections. Aerek received a Bachelor of Science Degree in Business Management from Elizabeth City State University. In his spare time he enjoys coaching youth sports.
Kirk J. Elken, Partner, Securitas Global Risk Solutions
Kirk is a co-founder of Securitas Global Risk Solutions, where he is responsible for developing credit insurance programs to meet clients’ needs. His prior experience includes eight years of international sales management at Federal Express Corporation where he focused on foreign supply chain solutions. Kirk also worked for two enterprise software companies, directing sales efforts in the Mid Atlantic region. He received his Bachelor’s degree from Calvin College, and earned an M.B.A. in Finance from Villanova University.
“Spotting and Avoiding Export (Legal) Pitfalls in a Fast-Changing International Business Environment” (B2)
Areas to be covered include:
- Is the Government really watching? How can I help protect myself?
- Export Compliance Policies: Does my company need one? What should it address?
- Bribery: If everyone else does it, why can’t I?
Timothy D. Charlesworth – Attorney and Shareholder, Fitzpatrick Lentz & Bubba, P.C.
Timothy D. Charlesworth has practiced law for over 30 years, and has been with Fitzpatrick Lentz & Bubba since the firm’s inception. Currently, he is a Shareholder in the firm’s Corporate, Business and Banking Group. Mr. Charlesworth’s practice includes International Trade and Commercial Law, including Distribution and Agency Relationships, Technology Licensing, and other Business Law. He frequently speaks on subjects related to International Trade Law and Business Law, including presentations to the Pennsylvania Bar Institute’s Business Lawyers Institute.
Mr. Charlesworth is also an instructor at Desales University in the field of International Business Law, and, since 2014 has regularly taught Masters of International Business Administration classes at the ESDES School of Management, which is a part of the Catholic University of Lyon (France).
He is the President of the World Trade Club of the Lehigh Valley and is involved in many other community, business and legal organizations.
He is a graduate of the University of Pennsylvania and American University’s Washington College of Law. Mr. Charlesworth is admitted to practice before all courts in the Commonwealth of Pennsylvania, as well as the U.S. Supreme Court, U.S. Court of International Trade and other federal courts.
“Economic Update: Emotion trumps Models“
David Hanson, CPA, CFA, CEO Fulton Financial Advisors and Clermont Wealth Strategies
Dave joined Fulton Financial Advisors and Clermont Wealth Strategies in 2007. He has over 20 years of experience in investments and trust banking. Dave came to Fulton Financial Advisors following a career with SunTrust where he served in a variety of positions including Closely Held Business Analyst, Business Development Officer, Manager of Private Client Services, and Corporate Strategies/Mergers & Acquisition-related roles. He earned a BS degree in Accounting from Bob Jones University and his MBA degree from Georgia State University.
Dave became a Certified Public Accountant (CPA) in the state of Georgia in 1987 and Tennessee in 1996. He earned series 7, 63 and 24 securities licenses in 1994, became a Certified Trust and Financial Advisor (CTFA) in 1997, and received the Chartered Financial Analyst designation in 2000. He has been a member of the Advisory Board of the American Bankers Association Wealth Management Conference and co-chaired the Advisory Board of the ABA Private Wealth Management School. Dave is a past Chairman of the ABA National Graduate Trust School and served on the faculty of that school for several years.
Dave is a charter member of the CEB Wealth Executive Roundtable and is a member and past Chairman of the Trust and Wealth Executive Association. Dave serves as a volunteer, board member, or committee chair of several community organizations including the Boy Scouts, the Cleft Palate Clinic, and Bible Visuals International.
“All Bets Are Off: Navigating a Changing Global Environment”
Leslie Griffin, Senior VP, International Public Policy, UPS
Leslie Griffin is Senior Vice President, International Public Policy at UPS. In that capacity, she works to advance the international trade policy priorities for UPS among the over 220 countries and territories it serves. Ms. Griffin was previously Vice President of International Governmental Affairs for New York Life Insurance Company, where she represented the company’s interests on international policy and financial services issues. She also served as Chief of Staff to the Chairman and CEO of New York Life International.
Prior to joining New York Life, Ms. Griffin was Managing Director for Asian Affairs at the U.S. Chamber of Commerce, where she worked with member companies across multiple sectors on trade policy priorities. While at the Chamber, she also held the roles of Executive Director of the U.S.-Korea Business Council and the Hong Kong-U.S. Business Council. Earlier roles include analyst positions with the American Petroleum Institute and the Congressional Budget Office.
Ms. Griffin is President-elect of The Association of Women in International Trade (WIIT), a non-profit, non-partisan professional organization for individuals, particularly women, in the Washington, D.C. metropolitan area who share a strong interest and expertise in the field of international trade. She will assume the President role in June 2017.
Ms. Griffin taught and studied in Nanjing, China and is a member of the National Committee on U.S.-China Relations. She is proficient in Mandarin Chinese and Spanish Ms. Griffin holds an M.Sc. in International Relations from the London School of Economics and a B.A. in Economics from Wellesley College.
Visit the Trade Exhibition before the luncheon program and during the Dessert Reception to learn more about the products and services of our local trade experts.
Showcase your firm as a premier resource! Learn more: Exhibitor form 2017
- Foreign Trade Zone 147
- Fulton Bank International Group
- PA Department of Community & Economic Development
- Stambaugh Ness
- Steven & Lee/Griffin International
- US Commercial Service
- York County Economic Alliance
Thank you to the following sponsors (to date) for their contributions to this year’s trade conference!
Sponsor opportunities are available. Learn more: Sponsor Form 2017
Stambaugh Ness provides businesses and individuals services beyond traditional accounting, auditing and tax preparation. Stambaugh Ness can anticipate your needs, ask the questions that need to be answered and provide all of our clients with true “value-added” satisfaction. Stambaugh Ness is an independent member of the BDO Seidman Alliance, a nationwide association of independently owned local and regional accounting and consulting firms sharing a dedication to exemplary client service.
UPS: The new logistics is global. You can create a design in your office, get it prototyped in China, and have it back on your desk within days to show your clients. As the world’s largest customs broker and one of the world’s largest airlines, UPS can shrink the world for you. In fact, UPS clears more shipments through customs than any company on Earth. That’s a new kind of speed-to-market. That’s a new kind of logistics. Put the new logistics to work for you.
The York County Economic Alliance is a 501(c)6 organization founded in 2012 through an affiliation between York County’s chamber and economic development organizations. YCEA is the county’s primary business resource for facilitating expansion, funding, redevelopment, networking, business-to-business promotion, advocacy and workforce development among many other services.
Foreign Trade Zone 147 is a regional economic development project that encompasses the counties of Adams, Berks, Dauphin, Cumberland, Fulton, Franklin, Lancaster, Lebanon, Perry, and York. There are numerous FTZ sites that are strategically located to offer convenient on-site inter-modal transport links for air, road and rail transportation. The Foreign-Trade Zone is operated by the Greater Reading Economic Partnership, and is administered by Campbell Trade Group, Inc.
Fulton Financial Corporation is an $18 billion financial holding company headquartered in Lancaster, Pennsylvania. Fulton Financial provides a wide range of financial products and personalized services in Pennsylvania, Maryland, Delaware, Virginia and New Jersey. Banking services are delivered through a family of affiliate banks: Fulton Bank N.A., Fulton Bank of New Jersey, The Columbia Bank, Lafayette Ambassador Bank, Swineford National Bank and FNB N.A. Fulton International Group provides customized risk management consulting and banking services for corporations involved in importing and exporting.
The Office of International Business Development is the Commonwealth of Pennsylvania’s Department of Community and Economic Development’s program for international trade and investment promotion. The Office of International Business Development develops economic and employment opportunity through the promotion of the Commonwealth as a compelling business investment location; extending the reach and capability of the Pennsylvania exporter; and enhancing the visibility and capabilities of PA’s seaports.
MANTEC is a private, non-profit, independent resource center for manufacturers. The mission is to drive strength in manufacturing through continuous innovation and growth. MANTEC has partners across the state and country that give them access to a variety of technical, financial, educational and business resources. MANTEC serves the 9 counties of South Central Pennsylvania. MANTEC serves manufacturers to overcome common challenges: Growing profitable sales, Enhancing productivity, Complying with external demands, Planning for the future