Course Description:

Canada is the United States' largest trading partner.  This year the United States and Canada are working on the "Beyond the Border Action Plan" to strengthen and expedite trade and travel between both countries.  This seminar will assist U.S. companies who export goods to Canada to learn the newest updates in procedures and regulations.  It will also assist companies in maintaining current procedures and implementing internal controls to reduce or avoid penalties.

Note: Each attendee will receive workshop and reference materials.

Who will Benefit:

  • Exporters
  • Freight Forwarders
  • Customhouse Brokers
  • Compliance personnel

Course Schedule:

  • 8:30 – 9:00 AM : Overview of the Export Order Process
    • Export Compliance Checklist
  • 9:00 – 10:30 AM : Export Documentation
    • Quotation
    • Shipper's Letter of Instructions
    • NAFTA Certificate of Origin
    • Bills of Lading
    • Automated Export System (AES)
    • International Commercial Terms 2010 Rules
    • Workshop #1
  • 10:30 – 12:00 Noon : Valuation of Merchandise
    • Valuation of merchandise on invoices
    • Workshop #2
  • 12:00 – 1:00 PM : Lunch
  • 1:00 – 2:00 PM : Canada Release Procedures
    • Line Release
    • Release on Minimum Documentation
    • Warehousing
    • Border Security Initiatives
  • 2:00 – 3:00 PM : Tariff Schedules and Customs Regulations
    • Canada Harmonized Tariff Schedule
    • Fees in Canada
    • Labeling/Packaging
    • Administrative Monetary Penalty System (AMPS)
    • Records in Canada
  • 3:00 – 3:45 PM : Export Controls
    • Commerce Department Export Controls
    • Export Management System/Internal Controls
    • Export Licensing, ECCNs, License Exceptions
    • Workshop #3
    • Recordkeeping Requirements
    • Penalties
  • 3:45 – 4:00 PM : Summary
    • Resources
    • Final Questions/Answers
  • There will be two 15 minute breaks (morning/afternoon)

Meet Your Instructor

Jan Seal
International Trade Consultant

Jan Seal, is a Management Consultant on International Trade and a Licensed Customhouse Broker with over 35 years of experience in imports and exports. Ms. Seal is a frequent speaker/instructor at nation-wide seminars for international companies located around the world and international trade organizations. She also is a consultant for medium to multi-national companies on trade compliance. She has taught courses for Import Specialists at the National Customs Academy.

She is the author of eight books on various international trade topics.She received her BA Degree from California State University at Fullerton with a year of post-graduate work in Education at the University of California, Riverside. She received her MBA at California State University, Dominguez Hills, and is a member of Delta Mu Delta National Honor Society in Business Administration.

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San Jose, CA 95002

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Your Registration for the seminar is subject to following terms and conditions. If you need any clarification before registering for this seminar please call us @ +1-888-717-2436 or email us @ [email protected]

Payment is required before 2 days of the date of the conference. We accept American Express, Visa and MasterCard. Make checks payable to MetricStream Inc. ( our parent company)

Cancellations and Substitutions:
Written cancellations through fax or email (from the person who has registered for this conference) received at least 10 calendar days prior to the start date of the event will receive a refund — less a $75 administration fee. No cancellations will be accepted — nor refunds issued — within 10 calendar days from the start date of the event.

On request by email or fax (before the seminar) a credit for the amount paid minus administration fees ($75) will be transferred to any future ComplianceOnline event and a credit note will be issued.

Substitutions may be made at any time. No-shows will be charged the full amount.

We discourage onsite registrations, however if you wish to register onsite payment to happen through credit card immediately or check to be submitted onsite. Conference material will be given on the spot if it is available after distributing to other attendees. In case it is not available we will send the material after the conference is over.

In the event ComplianceOnline cancels the seminar, ComplianceOnline is not responsible for any airfare, hotel, other costs or losses incurred by registrants. Some topics and speakers may be subject to change without notice.

Attendance confirmation and Documents to carry to the seminar venue:
After we receive the payment from the registered attendee an electronic event pass will be sent to the email address associated with the registrant before 5 working days from the seminar date. Please bring the pass to the venue of the event.

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By registering and attending ComplianceOnline conference you agree to have your photographs or videos taken at the conference venue and you do not have any objections to use these photos and videos by ComplianceOnline for marketing, archiving or any other conference related activities. You agree to release ComplianceOnline for any kind of claims arising out of copyright or privacy violations.



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How to Reach

Directions to Hyatt Regency Irvine
  • From Orange County/John Wayne Airport:
    Take MacArthur Blvd. Turn left and get on I-405 South. Exit at Jamboree Rd. and make a left. Hyatt Regency Irvine is on the right.
  • From Los Angeles:
    Take I-405 South, exit Jamboree Rd. and make a left.  Hyatt Regency Irvine is on the right.
  • From San Diego:
    From I-5, merge onto I-405 North, exit Jamboree Rd. and make a right.  Hyatt Regency Irvine is on the right.

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