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Spring Seminar Agenda

This year’s agenda include general Foreign-Trade Zone topics as well specific tracks for:

Grantees, Operator/Users, Advanced Professionals, and Z-Tech.

Sunday, May 17, 2026

5:00pm-6:30pm Welcome Reception

  • Network with FTZ Industry partners

Monday, May 18, 2026

7:30am-8:00am Registration & Continental Breakfast
8:00am-8:30am Welcome Remarks

  • Explore the daily outlook & NAFTZ developments
SPEAKER: Katie Tangman, Columbia Sportswear MODERATOR: Jeff Tafel, NAFTZ
8:30- 9:30am OFF RECORD: FTZ Board Update 

  • Review latest developments impacting the Foreign-Trade Zones program.
SPEAKERS: TBD MODERATOR: Jeff Tafel, NAFTZ
9:45 -10:30am OFF RECORD: CBP Trade & FTZ Update: What You Need to Know Now

  • Review important policy changes affecting U.S. Foreign-Trade Zones.
  • ACE Functionality Updates Impacting FTZs and Import Processes
SPEAKERS: INVITED Trade Policy Assistant Director, Field Operations Boston Field Office Timothy F. Lacasse and Local Portland, Maine FTZ personnel MODERATOR: Jeff Tafel, NAFTZ
10:30am-11:00am Refreshment Break
11:00am - 12:00pm OPERATORS/USER: ABC's of the FTZ Program from Setup to Ongoing Management for 3PLs

Attendees will learn

  • (1.) a foundation of the FTZ requirements,
  • (2.) explanation of the many unique differences for multi-user 3PL operations as compared to single user non-3PL operations, and
  • (3.) a list of best practices specifically based upon 3PL needs.
SPEAKER: Sara Hastings, AquaGulf MODERATOR/SPEAKER: Shana Head, GEODIS
LIVESTREAM Z-TECH: Countdown to FTZ Launch: Readiness Essentials

  • Assess FTZ systems readiness
  • Understand how to implement effective training plan
  • Establish a plan for documented FTZ processes and controls –
  • Understand how to coordinate stakeholders for proper go-live planning
  • Evaluate overall readiness of FTZ program before go-live.
SPEAKERS: Sarah Messeih, KPMG, LLP
Scott Allison, KLA
MODERATOR: Andrea Levy, Lutron Electronics, Inc.
GRANTEES: From Interest to Activation: Modern Strategies to Market Your U.S. Foreign-Trade Zone

  • Explore Marketing methodologies specific zone sites, magnet sites, local industry, and unique strategies
SPEAKERS: Miguel Zamora, Louisville Riverport Authority, FTZ #29
Angela Cook, Grantee 46 & 47
MODERATOR: Robbie Williams, America's Central Port
12:00-1:00pm Lunch
1:00-2:00pm OPERATORS/USERS: Setting Up & Organizing (or Re-Organizing) a Multi-Location FTZ Program

  • (1.) a comprehensive list of the topics and areas to be reviewed and/or considered;
  • (2.) the pros & cons of insourcing vs. outsourcing; and
  • (3.) recommendations on best practices for improved chances of success.
SPEAKERS: Rebecca Williams, Rockefeller Group
Shana Head, GEODIS
MODERATOR: Robert Balli, P66
LIVESTREAM Z-TECH: PGA – Consumer Product Safety Commission (CPSC) & Zone Compliance: Best Practice Requirements

  • Review upcoming E-filing deadlines and compliance
  • Understand the different types of CPSC reporting methods and their application in FTZ environments.
  • Identify when and how zones must report CPSC certificate information to ensure compliance.
  • Recognize the unique challenges zones face compared to other PGA programs and apply strategies to overcome them.
SPEAKERS: Kimberly Coyne, TR
Polia Comella, Rockefeller
Chris Smith, IKEA
INVITED MODERATOR: Katie Tangman, Columbia Sportswear
GRANTEES: Strategies/Messaging & Promoting FTZs to Businesses & Communities

  • Diving deeper into the balance of economic development mindset and FTZ company benefits in reaching target audiences
  • How to craft FTZ value propositions for the C-suite and civic leaders
  • Balance economic-development goals with compliance credibility and myth-busting talking points.
  • Community storytelling: Translate FTZ benefits for local stakeholders (jobs, capex, resilience) without hype; prepare elected-official talking points and “why here/why now” narratives.
SPEAKERS: Biguita Hernandez-Smith, City of Bangor
Wayne Coleman, BC Cal Kal Inland Port Development Corporation
MODERATOR: Danielle Converse, Port of Corpus Christi (POCCA)
2:00-2:30pm LIVESTREAM: FTZs in Your Area

  • Review local FTZ outlooks
  • how activated/reactivated
SPEAKERS: Biguita Hernandez-Smith, City of Bangor Maine
Mechelle Ngin, Port Long Beach
David Panko, City of El Paso, TX
MODERATOR: Jeff Tafel, NAFTZ
2:30 - 3:00pm

 

LIVESTREAM: AI in the International Trade Arena: Intelligent Workflows in Regulated Environments

  • 1. How AI agents function as operational teammates across classification, validations, exception handling, and reporting.
  • 2. A blueprint for designing intelligent workflows that combine humans, systems, and agents into a coordinated operational model.
  • 3. Governance and controls required to deploy agents safely in regulated and audit-sensitive environments.
  • 4. Where AI agents deliver the biggest value first and which areas still require human judgment.
  • 5. How trade and compliance teams can prepare now for a future of continuously improving, semi-autonomous operations.
SPEAKER: Hal Berman, Trade Insight AI MODERATOR: Jeff Tafel, NAFTZ
3:00-3:30pm Refreshment Break
3:30pm-4:30pm OPERATORS/USERS: FTZ Operator's Procedures Manual

  • Review a full and complete listing of content needed for compliance with 19 CFR 146, as well as a tool to assist FTZ Operators especially during headcount transition.

 

SPEAKERS: Bill Fisher Mohawk Global
Jennifer VanGundy, Intel
MODERATOR: Diana Urelius, KPMG LLP
LIVESTREAM Z-TECH: Mastering Section 232 Reporting: Compliance Requirements, Commodity-Specific Rules, & FTZ Best Practices

  • The breadth of merchandise subject to Section 232 additional tariffs has dramatically increased in the last 12 months. Then the expansion to ‘derivative’ products made FTZ reporting more cumbersome and complicated, and recent changes by CBP haven’t helped. Join this session as we explore:

    • Understand the different types of Section 232 trade remedy tariffs and their reporting requirements.
    • Impact of the recent lawsuit on derivative valuation and how that may complicate recordkeeping.
    • The inclusion process and how that may expand the breadth of products to which Section 232 applies.
SPEAKER: Sean Lydon, ISCM, Inc. MODERATOR: Craig Pool, QAD Precision FTZ
GRANTEES: Demystifying the FTZ Journey: A Practical Guide for New Grantees & Operators

  • 1. Understand the path from inactivity to activation — how designated but dormant zones can be revived through clear planning, partnerships, and outreach,
  • 2. Learn how to translate complex FTZ regulations into plain language and actionable steps, ensuring alignment among public, private, and federal partners
  • 3. Gain practical communication and coordination strategies that foster collaboration between grantees, operators, and consultants — building a sustainable foundation for long-term FTZ success
  • 4. Explore ways to effectively manage FTZ responsibilities alongside other core duties, developing systems and partnerships that allow limited-staff entities to stay compliant and proactive without dedicated full-time FTZ personnel
SPEAKERS: Denise Yanez, City of Phoenix
Leigh Ryan, WTC
MODERATOR: Yvonne Reed, Columbus Regional Airport
4:30pm-6:00pm OPERATORS/USERS ONLY: Roundtable

  • Join the discussion on hot topics for Operators/Users
MODERATOR: Shana Head, GEODIS
GRANTEES ONLY: Roundtable

  • Join the discussion on hot topics for Grantees
MODERATOR:  Justin Ryan, JAXPORT
6:00pm Adjourn
6:00pm-8:00pm OFFSITE Reception

Location: RiRa at 72 Commercial Street Portland Maine 04101

Tuesday, May 19, 2026

7:30am-8:00am Networking Continental Breakfast
8:00am-8:20am Opening Remarks

  • AZS & CZS announcements & winner of the Photo Scavenger Hunt announcement
  • Explore the daily outlook & NAFTZ developments
SPEAKER: Katie Tangman, Columbia Sportswear MODERATOR: Jeff Tafel, NAFTZ
8:20am-8:50am LIVESTREAM: Forced Labor

  • Review storage nuances, policy & outlook developments
  • Review UFLPA mechanics: how to handle a response
SPEAKER: Chris Smith, IKEA MODERATOR: Katie Tangman, Columbia Sportswear
8:50am-9:20am LIVESTREAM (OFF the RECORD): Advocacy & Trade Policy

  • Current U.S. FTZ policy discussion with updates & impact on the program
SPEAKER: Ron Sorini, Sorini and Samet MODERATOR: Melissa Irmen, NAFTZ
9:20am-9:50am LIVESTREAM: Country of Origin within FTZs

  • An understanding of the various rules of origin that apply for duty assessment
  • How to exercise due diligence in making sourcing decisions
  • How to address CBP inquiries
SPEAKER: David Murphy, GDLSK MODERATOR: Jeff Tafel, NAFTZ
9:50am-10:20am Refreshment Break
10:20-11:20am OPERATORS/USERS: Zone-to-Zone Transfers: Operational Best Practices & Compliance Pitfalls

  • Review compliance tools & strategies to avoid pitfalls
SPEAKERS: Will Coffey, Thomson Reuters &
Cody Davis, EY
MODERATOR: Ileana Klepeisz, Tapestry
LIVESTREAM Z-TECH: FTZ & AI: Efficiency, Ethics, & Effectiveness 

  • Explore the tactical / practical approach of AI, explore:
    • Efficiency – How AI can save time on routine FTZ tasks like drafting, tracking, & organizing information.
    • Ethics – How to use AI responsibly, protect data, & stay compliant.
    • Effectiveness – How AI can improve accuracy, consistency, and decision-making in FTZ work
SPEAKERS: Biguita Hernandez-Smith, City of Bangor
Gage LaFlamme, Bloom Energy
Jeff Tafel, NAFTZ
MODERATOR: Patty Cannon, State of DE, Department of State
ADVANCED: Local FTZ Perspective & Operational Realities

  • CBP Officers to speak from their local perspective and that of doing
    national FTZ training
  • Local stories & examples of FTZ reviews & outcomes
  • Dos & Don'ts on interface between FTZ operators & CBP personnel at a local level
SPEAKER: INVITED Deputy Chief Officer Stephen Long, Branch Chief Jonathan Culp and Deputy Assistant Director Boston Field Office Chadi Nicolas Kiami INVITED MODERATOR: Katie Tangman
11:30am-12:30pm OPERATORS/USERS: In-Bonds

  • Explore all in-bond transportation including export
  • Understand how to help forwarders & carriers understand the process to help us ship with them. We find we have to educate them most of the time.
  • Review port-to-port same operator vs. different operator
SPEAKERS: Michael D’Aoust, Watermark
Jill James, John S. James, Co.
MODERATOR: Courtney Stiers, KROLL
LIVESTREAM Z-TECH: Integrating Technology in 3PL & Operator/User Environments

  • Explore the regulatory framework for operator vs. user roles & the operational complexities of managing these relationships.
  • Discuss how companies are using platforms, automation, & digital agreements to divide responsibilities, manage workflows, & ensure compliance.
  • Provide practical insight into how technology is being deployed to solve operational challenges in multi-party environments.
SPEAKERS: Andrew  Seibert, Copper Hill Inc.
Cindy Welliever, Intel
MODERATOR: James Grogan, KROLL
GRANTEE: Foreign-Trade Zone Feasibility Study

  • Describe the key components & purpose of a feasibility study in the context of Foreign-Trade Zones.
  • Analyze the potential benefits, costs, & risks associated with FTZ designation for a business.
  • Determine the critical factors to consider when deciding whether to pursue FTZ status based on feasibility study findings.
SPEAKERS: Elyse Clonan, PwC
Justin Ryan, JAXPORT
MODERATOR: Frankie Bryson, Nissan
12:30pm Adjourn