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  • · Daniel O Hill, Director, Office of Strategic Industries and Economic Security, Bureau of Industry and Security, US Department of Commerce
  • · Deirdre Lee, Director of Defense Procurement, Office of the Secretary of Defense (Acquisition, Technology & Logistics)
  • · Mary Bell, Assistant Director Marketing Advisory & Communication Services, DESO (Defence Export Services Organisation)
  • · Gay Sills, Staff Chair, Committee on Foreign Investment in the United States ("CFIUS"), Office of International Investment, US Department of Treasury
  • · Werner Kaelin, Swiss Defense Procurement Counselor, Swiss Embassy (Head of Defence Procurement Office – DPO)
  • · Wieslaw Wodyk, Economic Counselor, Embassy of Poland
  • · Jiri Chroustovsky, Director, Industrial Technologies Development Department, Ministry of Trade & Industry, Czech Republic)
  • · Joel Johnson, Vice President International Affairs, AIA (Aerospace Industries Association)

  • Benefits of Attending

  • ¨ Industry knowledge at your fingertips
  • ¨ Explore the global initiatives introduced by the US and beyond
  • ¨ Expand your working knowledge of the offset industry through the eyes of the new NATO countries
  • ¨ Combine international briefings with excellent networking opportunities
  • ¨ Review country specific policy and doctrine
  • Conference programme

    8:30 Registration and Coffee

    9:00 Chairman's Opening Remarks

    Carlton Grooms

    Carlton Grooms, Managing Director, E-Offsets

    9:10 KEYNOTE ADDRESS THE CHANGING FACE OF OFFSETS

    Daniel O Hill

    Daniel O Hill, Director, Office of Strategic Industries and Economic Security, Bureau of Industry and Security, US Department of Commerce

  • Current offset trends
  • The use of offset for other than defense sales
  • What is the impact of offsets?
  • 9:40 DEFENSE PROCUREMENT

    Deirdre A Lee

    Deirdre A Lee, Director of Defense Procurement, Office of the Secretary of Defense (Acquisition, Technology & Logistics)

  • Defense buying trends
  • Changes in procurement policy and their impact on future buying
  • Small business impacts: service and commercial acquisitions
  • E-everything
  • Federal Government’s international policy toward offsets
  • Department of Defense’s implementation
  • 10:20 THE USE OF OFFSETS IN THE DEFENCE TRADE

    Joel Johnson

    Joel Johnson, Vice President International Affairs, AIA (Aerospace Industries Association)

  • The impact of offsets on employment and the economy
  • Military offset programs
  • Offsets in the aerospace industry
  • How to improve the collection and analysis of offset data
  • The role of government in offsets
  • 11:00 Morning Coffee

    11:20 USG & OFFSETS

    Beth M Baker

    Beth M Baker, Deputy Director, Policy & Plans Division, Defense Security Cooperation Agency

  • USG policy on offsets in military exports
  • History of offset cost recovery through FMS
  • Current department of defense policies
  • Current challenges/concerns
  • 12:00 A EUROPEAN PERSPECTIVE

    Werner Kaelin

    Werner Kaelin, Swiss Defense Procurement Counselor, Swiss Embassy (Head of Defence Procurement Office – DPO)

  • Politics, industry and the military – what are the issues for the FPG defense community?
  • Current acquisition strategies
  • Current and future technology developments and their impact on acquisition policy
  • The interoperability challenges for industry vis-à-vis national security considerations
  • Offset in Foreign Military Sales (FMS) programs and direct commercial sales
  • The way ahead for global sub-primes
  • 12:40 Lunch

    14:00 AN ASSESSMENT OF OFFSET POLICIES IN TRANSITIONAL MARKETS

    Pompiliu Verzariu

    Pompiliu Verzariu, Director, Financial Services & Countertrade, International Trade Administration, US Department of Commerce

  • The evolution of offsets in the last decade
  • What do the trends portend?
  • What are the future options?
  • 14:40 DANISH CASE STUDY

    Ena Bjerregaard

    Ena Bjerregaard, Director, Defence & Aerospace Industries Association, Denmark (FAD)

  • The history of offset programs in Denmark, the background
  • Offset versus industrial cooperation
  • Defense procurement in Denmark
  • Danish industrial cooperation agreements
  • US-Danish relations
  • 15:20 Afternoon Tea

    15:40 OFFSETS IN AEROSPACE

    Robert E Scott

    Robert E Scott, International Economist, Economic Policy Institute

  • Past performance and future projections
  • The European threat
  • International outsourcing
  • Implications for US aerospace employment
  • Skills structure of the US aerospace industry
  • Changing defense priorities
  • 16:20 ECONOMIC ENHANCEMENT

    Grant Rogan

    Grant Rogan, CEO, Summit Corporate Service

  • The changing world of offsets – the next evolution
  • Problems in interpretation and implementation of offsets in general
  • Globalisation and the role of offsets
  • Case Study – actual examples
  • Economic Enhancement – The Next Step Forward
  • 17:00 Chairman’s Closing Remarks and Close of Day One

    17:10 Drinks Reception Sponsored by: Summit Corporate Services

    8:30 Re-registration and Coffee

    9:00 Chairman's Opening Remarks

    Carlton Grooms

    Carlton Grooms, Managing Director, E-Offsets

    9:10 COMMITTEE ON FOREIGN INVESTMENT IN THE UNITED STATES

    Gay Sills

    Gay Sills, Staff Chair, Committee on Foreign Investment in the United States (, US Department of Treasury

  • Exon-Forio provision – the statute and its implementation
  • The Committee on Foreign Investment in the United States and how it operates
  • Changes in the way the committee handles reviews
  • The U.S. open investment policy
  • 9:40 AN OVERVIEW OF THE ISSUES

    Mary Bell

    Mary Bell, Assistant Director Marketing Advisory & Communication Services, DESO (Defence Export Services Organisation)

  • Is there room for improvement?
  • The effect on the sub-tier supply base
  • 10:20 OFFSETS IN PERSPECTIVE – AN OVERVIEW

    Lt Gen. Charles Dyke (Rtd)

    Lt Gen. Charles Dyke (Rtd), Chairman & CEO, International Technology & Trade Associates

  • Why offset?
  • Benefits to the vendor: flexible arrangements
  • Benefits to the customer: procurement as investment
  • The role of joint ventures and indigenous industries
  • The perspective of the international financier
  • Conclusion
  • 11:00 Morning Coffee

    11:20 POLISH OFFSETS

    Wieslaw Wodyk

    Wieslaw Wodyk, Counselor, Economic Office, The Embassy of Poland

  • Poland’s offset proposal
  • Subject and extent of Polish offset
  • Opportunities and challenges for Polish industry and service sector
  • Win-win situation for the offset partners involved
  • Long-term effects of the offset in the Polish economy
  • 12:00 OFFSETS PROGRAMS IN THE CZECH REPUBLIC

    Jiri Chroustovsky

    Jiri Chroustovsky, Technology Development Department Director, Ministry of Trade & Industry, Czech Republic

  • Methodology concept
  • Actual experience - Existing offset in the Czech Republic - Offset requirements regarding the purchase of supersonics for the Czech Army
  • Economic offsets
  • 12:40 Lunch

    14:00 BRAZIL

    Marcello Reis

    Marcello Reis, Managing Director, Latin Offsets

  • The offset environment
  • The profile of such new policies
  • How to leverage future proposals using offsets in the changing offset environment in Brazil
  • A research on offset topics in the country: creating scientific evidence to support best practices
  • 15:20 Afternoon Tea

    15:40 SWEDISH PERSPECTIVE

    Carl Lundgren

    Carl Lundgren, Head of Division, FMV

  • Changing role of the domestic defence industry
  • Securing overhaul and repair in times of crisis
  • Technological cooperation – technology transfer
  • Participation in international programs
  • 16:20 OFFSETS IN THE MIDDLE EAST

    Leo Welt

    Leo Welt, Executive Director, Potomac Exchange

  • Offset requirements of major nations in the Middle East
  • Activities qualified for offset credits
  • Activites in anticipation of offsets credits
  • Offset credits as a medium of exchange
  • 17:00 Chairman's Closing Remarks and Close of Conference

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    WHAT IS CPD?

    CPD stands for Continuing Professional Development’. It is essentially a philosophy, which maintains that in order to be effective, learning should be organised and structured. The most common definition is:

    ‘A commitment to structured skills and knowledge enhancement for Personal or Professional competence’

    CPD is a common requirement of individual membership with professional bodies and Institutes. Increasingly, employers also expect their staff to undertake regular CPD activities.

    Undertaken over a period of time, CPD ensures that educational qualifications do not become obsolete, and allows for best practice and professional standards to be upheld.

    CPD can be undertaken through a variety of learning activities including instructor led training courses, seminars and conferences, e:learning modules or structured reading.

    CPD AND PROFESSIONAL INSTITUTES

    There are approximately 470 institutes in the UK across all industry sectors, with a collective membership of circa 4 million professionals, and they all expect their members to undertake CPD.

    For some institutes undertaking CPD is mandatory e.g. accountancy and law, and linked to a licence to practice, for others it’s obligatory. By ensuring that their members undertake CPD, the professional bodies seek to ensure that professional standards, legislative awareness and ethical practices are maintained.

    CPD Schemes often run over the period of a year and the institutes generally provide online tools for their members to record and reflect on their CPD activities.

    TYPICAL CPD SCHEMES AND RECORDING OF CPD (CPD points and hours)

    Professional bodies and Institutes CPD schemes are either structured as ‘Input’ or ‘Output’ based.

    ‘Input’ based schemes list a precise number of CPD hours that individuals must achieve within a given time period. These schemes can also use different ‘currencies’ such as points, merits, units or credits, where an individual must accumulate the number required. These currencies are usually based on time i.e. 1 CPD point = 1 hour of learning.

    ‘Output’ based schemes are learner centred. They require individuals to set learning goals that align to professional competencies, or personal development objectives. These schemes also list different ways to achieve the learning goals e.g. training courses, seminars or e:learning, which enables an individual to complete their CPD through their preferred mode of learning.

    The majority of Input and Output based schemes actively encourage individuals to seek appropriate CPD activities independently.

    As a formal provider of CPD certified activities, SMI Group can provide an indication of the learning benefit gained and the typical completion. However, it is ultimately the responsibility of the delegate to evaluate their learning, and record it correctly in line with their professional body’s or employers requirements.

    GLOBAL CPD

    Increasingly, international and emerging markets are ‘professionalising’ their workforces and looking to the UK to benchmark educational standards. The undertaking of CPD is now increasingly expected of any individual employed within today’s global marketplace.

    CPD Certificates

    We can provide a certificate for all our accredited events. To request a CPD certificate for a conference , workshop, master classes you have attended please email events@smi-online.co.uk

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