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An increasingly important facet of the international arms trade are offsets, which obligate the arms seller to reinvest arms sales proceeds in the purchasing country.

Through promoting industrial activity, countertrade offers significant benefits to both developed and developing countries alike.

Building on the success of the past year’s events, this year’s conference will include the latest developments both in terms of ongoing transactions and potential new markets presented by the creation of new national Industrial co-operation/Offset Directorates across the world. The conference will also offer guidance on managing the industrial as well as the economic aspects of these obligations and examine the alternatives.

Key speakers so far include:

  • Tony Smith, Head, British Offset Office
  • Ele Merike Partel, Expert, Economic Development Department, Ministry of Economic Affairs and Communications, Estonia   
  • Lindsey Shanson, Editor, Countertrade & Offset
  • David Hew, Leader, Team APCA (Asia Pacific Countertrade Association)
  • James Barkas, Managing Director, BNI Group
  • Mazen Madooh, General Manager, National Offset Company*
  • Alexander Hubler, Attorney at Law LLM, Arma Suisse, Switzerland
  • Pieter Taal, Deputy Commissioner for Military Production, Ministry of Economic Affairs, Netherlands
Topics discussed will include:
  • Offsets, industrial co-operation and countertrade in developing and emerging economies
  • Government policy objectives
  • The economic aspects of defence offsets
  • Strategies for managing offset obligations
  • Industrial co-operation in Canada, South Africa, the Middle East and CEE
  • The value for money links in offsets and Public-Private Partnerships
  • Examining counter trade alternatives

Conference programme

9:00 Chairman's Opening Remarks

Lindsey Shanson

Lindsey Shanson, Editor, Countertrade and Offset

9:10 THE AL YAMAMAH ECONOMIC OFFSET PROGRAMME IN SAUDI ARABIA

Tony Smith

Tony Smith, Head, British Offset Office

  • British Offset office and our aim
  • Why is the programme in place?
  • What is it's scope?
  • Saudi investment incentives
  • What BOO can offer
  • 9:50 KUWAIT OFFSET PROGRAMME – NEW GUIDELINES & NEW VISION

    Mazen Madooh

    Mazen Madooh, General Manager, National Offset Company , Ministry of Finance, Kuwait

    Kuwait Offset Program – New Guidelines & New Vision
  • Reactivation of Offset Program with new vision
  • Establishment of National Offset Company, its primary objectives
  • New Offset policy favours sustainable alliances & Partnerships with Obligors
  • New offset guidelines, more comprehensible and transparent
  • Future targets and objects
  • 10:30 Morning Coffee

    11:00 THE ART OF THE DEAL

    Richard Haines

    Richard Haines, Professor , University of Port Elizabeth

  • Counter trade and defence offsets in South Africa
  • A new departure: negotiating the SDP (Strategic Defence Programme)
  • The implementation of the SDP
  • The national and regional economic impact of the SDP
  • The political economy of the deal
  • Implications for future policy
  • 11:40 What Affect the New Democratic Congress will have on Offsets and other Defense Trade Policy

    William Hawkins

    William Hawkins, Senior Fellow in National Security Studies, Business and Industry Council

    12:20 Networking Lunch

    13:50 MALAYSIA: OFFSET POLICIES, WHERE ARE WE NOW?

    Stanley White

    Stanley White, President, S H White & Associates Inc

  • The history of the offset policy in Malaysia
  • More recent policy
  • Current policy
  • Where we see the policy focusing 2007 and beyond?
  • Will other countries policies influence the Malaysian policy?
  • 14:30 THE VALUE FOR MONEY LINK IN OFFSET AND PUBLIC PRIVATE PARTNERSHIP

    David Hew

    David Hew, Team Leader, APCA

  • The value for money commonality in offset and PPP
  • Analysing a PPP project with Offset embedded
  • What are and how can the objective in offset and PPP be served?
  • A caveats on appraising value for money
  • 15:10 Afternoon Tea

    15:30 DEFENCE OFFSET POLICIES WITHIN THE EU AND ARTICLE 296 EC: ARE THEY COMPATIBLE?

    Aris Georgopoulos

    Aris Georgopoulos, Lecturer in European and Public Law - Advocate , University of Nottingham, School of Law

  • What is the real scope of Article 296 EC?
  • Is it applicable on offset policies in the context of defence procurement?
  • Presentation and analysis of the European Commission's interpretative Communication on Article 296 EC. Has anything changed?
  • Presentation and analysis of the relevant case law of the European Court of Justice
  • What is the interplay between the Code of Conduct for Defence Procurement, Article 296 EC and defence offsets policies?
  • Future developmetns in the field
  • 16:20 LATEST DEVELOPMENTS TO THE OFFSET AGENDA IN SWITZERLAND

    Alexander Hubler

    Alexander Hubler, Attorney-at-Law, LL.M., Armasuisse

  • Ongoing offset programmes at present
  • Past agenda
  • Challenges faced
  • Future opportunities
  • 17:00 TURKISH INDUSTRIAL PARTICIPATION-OFFSET POLICY

    Huseyin  Avsar

    Huseyin Avsar, Expert, Offset and Local Content, Undersecretariat for Defense Industries (SSM), Ministry of National Defence Industries

    17:40 Chairman's Closing Remarks and Close of Day One

    8:30 Registration & Coffee

    9:00 Chairman's Opening Remarks

    Lindsey Shanson

    Lindsey Shanson, Editor, Countertrade and Offset

    9:10 OFFSETS ON THE NEW FRONTIER OF NATO

    James Barkas

    James Barkas, Director, Business Network International

    - An enterpreneur's view

  • Prospects and problems in offset policies:
  • Slovenia
  • Croatia
  • Central Europe's Slovenian and Croatian offset policies -  models for the rest of the Balkans
  • State of play in the former Yugoslavia
  • What does the future hold?
  • 9:40 OFFSET IN ESTONIA

    Ele Merike Partel

    Ele Merike Partel, Expert, Ministry of Economic Affairs and Communications of Estonia

  • General information about Estonia and the history of introducing offsets
  • Main terms and conditions of offsets
  • Forms and categories
  • Estonian industry - opportunities for obligors
  • Administration and players in offset
  • Recent developments and the future
  • 10:20 OFFSET AND INDUSTRY RE-ALLOCATION IN THE GLOBAL E-BUSINESS WORLD

    Apostolos Talamagas

    Apostolos Talamagas, Director of Offsets, Epicos

  • Impact of e-business for Offsets and Industry Re-allocation
  • Creating and implementing comprehensive Offset programmes using e-business solutions
  • Identifying and maintaining successful industrial co-operations globally
  • How to access international Offsets intelligence, rules and regulations via the internet
  • 11:00 Morning Coffee

    11:40 SUCCESSFUL OFFSET PACKAGES

    Pieter Taal

    Pieter Taal, Advisor, Commissariat for Military Production

  • The financial perspective
  • Constructing a competitive package
  • Sourcing finances
  • Offset negotiation tools
  • 12:20 THE ROLE OF OFFSETS IN MARKETING AND BUSINESS DEVELOPMENT

    Roger Bulgin

    Roger Bulgin, Managing Director, Offsets 2000 Limited

    12:40 Chairman’s Closing Remarks

    12:45 Networking Lunch, followed by Close of Conference

    +

    Workshops

    Offset 101
    Workshop

    Offset 101

    The Hatton, at etc. venues
    20th March 2007
    London, United Kingdom

    The Hatton, at etc. venues

    51/53 Hatton Garden
    London EC1N 8HN
    United Kingdom

    The Hatton, at etc. venues

    HOTEL BOOKING FORM

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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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