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Following the success of ‘Offset 2000’ and ‘Addressing International Offset Demands’ our aim with ‘International Offsets’ is to examine both the emerging and established offset and countertrade environments.

With ever changing political and technological environments, international offset and countertrade agreements require constant re-evaluation. SMi’s 3rd Annual conference, International Offsets will address these changes and challenges by examining defence technology as a driver for economic investment. The impact of the financial options facing both the customers and vendors therefore will not be overlooked.

Whilst maintaining a focus on country specific issues, the conference will aim to address the major concerns facing defence contractors in the ever-increasingly competitive ‘offset market’. In addition it will also explore the practical industrial co-operation and offset challenges and solutions which develop from different offset environments.

The two-day conference will consist of 18 presentations given by an international panel of industry and government experts covering areas including: · Direct & indirect offsets · Financial management & the role of International finance · Fulfilment strategy requirements · Industrial co-operation and joint ventures · Technology transfer · Legal implications · Case studies of individual offset agreements · Value and benefits

To compliment this programme a half-day post conference workshop is being run in association with Fremont Group.

A Practical Indirect Offset Solution Morning of 20th June 2001

If your organisation is involved with issues surrounding indirect offsets then do not miss this unique opportunity to gain practical hands on experience.

Attracting senior business and defence professionals, this conference will provide you with the perfect forum for networking, giving you the opportunity to discuss market developments and potential while exchanging industry specific knowledge. I

Conference programme

8:30 Registration and Coffee

9:00 Chairman's Opening Remarks

Barry Tiedemann

Barry Tiedemann, Offset Advisor, Defence Exports Services Organisation, Ministry of Defence

9:10 OFFSETS IN PERSPECTIVE: AN OVERVIEW

Lt.Gen. Charles Dyke (ret)

Lt.Gen. Charles Dyke (ret), President and CEO, International Technology and Trade Associates

  • Why Offset?
  • Benefits to the vendor: more flexible arrangements
  • Benefits to the customer: procurement as investment
  • The role of joint ventures and idigenous industries
  • The perspective of the International financier
  • Conclusion
  • 9:40 OFFSET - BURDEN OR BENEFIT?

    Group Captain Mike Cunningham (Rtd)

    Group Captain Mike Cunningham (Rtd), Chairman, Kafus International Development Group

  • The changing role of offset in the marketplace
  • Indirect offset
  • Sustainability
  • Technology
  • Hurdles
  • Balancing the national budget
  • 10:20 THE OFFSET PROCESS FOR THE GRIPEN JOINT VENTURE

    Jan Narlinge

    Jan Narlinge, Managing Director, Gripen Joint Venture, BAE Systems/Saab

  • The case for Indirect Offset
  • The political imperative: The advantages of Civilian investment
  • Choosing the right Offset opportunity
  • Industry or structural investment?
  • Interaction with respective government agencies
  • Conclusion
  • 11:00 Morning Coffee

    11:20 TECHNOLOGY TRANSFER AS OFFSET

    John MacLean

    John MacLean, Offset Advisor, DERA

  • The desire for technical development as a driver for investment
  • Customer and Vendor in a symbiotic relationship
  • The role of DERA in Technology transfer and development
  • Clearance, licensing and confidentiality issues
  • Developing links with overseas institutions for Offset agreements
  • Conclusion: is this a middle way for Offset agreements ?
  • 12:00 ECONOMIC IMPACT OF OFFSET AGREEMENTS

    12:40 Lunch

    14:00 IMPLEMENTATION OF OFFSETS IN SOUTH AFRICA

    Johan J van Dyk

    Johan J van Dyk, General Manager:Countertrade Development, Denel (South Africa)

  • The South African armed Forces equipment Requirements: A summary
  • How South Africa arrived at it’s Offset requirements
  • Judging overseas bids: who evaluates the hurdles?
  • Case Study #1 The Air Force bid
  • Case Study #2 The Naval bid
  • Conclusion and lessons learned
  • 14:40 OFFSET MANAGEMENT IN INDUSTRY

    Naftali Malkin

    Naftali Malkin, Director Offsets and Contracts, Rafael Missile Division (Israel)

  • The Israeli experience of Offset contracts (Through RAFAEL's eyes)
  • Rafael’s approach to overseas Offset requirements
  • Workable solutions and co-operation agreements as part of Offset bids
  • Methodology for Offset - Case study
  • Liaising and working with suitable strategic partners at home and abroad

    Manageing the various offset commitments

  • Lessons learned

    Conclusion

  • 15:20 Afternoon Tea

    15:20 DOMESTIC CAPABILITIES – FOREIGN PARTNERS?

    Sitki Egeli

    Sitki Egeli, Vice President, Overseas Development Corporation

  • An examination of the company’s mission – meeting the electronic product and system demands of the Turkish Armed Forces
  • The core competences analysed – the three divisions discussed
  • The high technology market – the issues at stake in the Turkish defence electronics industry – minimising external dependence
  • Complying to standards – an examination of the required production standards for indigenous defence companies
  • Military and civilian technologies – how are the two related in the Turkish defence industry?
  • Joint ventures and industrial co-operation – the future for domestic companies?
  • 16:20 Chairman's Closing Remarks and Close of Day One

    8:30 Re-registration and Coffee

    9:00 Chairman's Opening Remarks

    John MacLean

    John MacLean, Offset Adviser, Defence Evaluation Research Agency

    9:10 THE IMPORTANCE OF GOVERNMENT SUPPORT

    Barry J Tiedemann

    Barry J Tiedemann, Offset Adviser, , Defence Export Services Organisation, UK Ministry of Defence

  • What do I do?

    Offset - the rules!

  • Offset - What are we talking about?

    Why?

  • Failure factors - The Customer side

    Failure factors - The Supplier side

  • Offset - How are we doing?

    Availability of Offset resources

  • Availability of Resources

    Offset Project Identification - A New Initiative

  • Back to the Future

    Summary

  • 9:40 THE US GOVERNMENT ATTITUDE TO OFFSET

    Brad Botwin

    Brad Botwin, Director, Strategis Analysis Division, US Department of Commerce

  • The role of the Department of Commerce in International trade
  • The difficulties faced by the US Defense Industry in approaching offset-related bids
  • The attitude of the Legislature
  • Reciprocal procurement and the issue of mutual co-operation
  • Conclusion
  • 10:20 THE RUSSIAN APPROACH TO COUNTER-TRADE

    Viktor Komardin

    Viktor Komardin, Deputy Director General, Rosoboronoexport

  • Russia’s place in the world defence market
  • Addressing the decline in defence exports
  • An analysis of new approaches and overview of export company reorganization
  • Interfacing with manufacturers within Russia
  • Negotiating with potential customers
  • Conclusion
  • 11:00 Morning Coffee

    11:20 PROPOSING FOR INTERNATIONAL DEFENCE BUSINESS

    Julian Tapp

    Julian Tapp, Director, Summitics Corporate Services

  • Overview of Middle Eastern Government approaches and attitudes to Offsets
  • Successes and failures
  • Offsets as a form of regional foreign aid
  • Use of Indirect Offset as a useful tool to develop global capital asset based vehicles
  • 12:00 MIDDLE EASTERN OFFSETS MARKETS

    Michael Clayforth-Carr

    Michael Clayforth-Carr, Customer Services Director, Alenia Marconi Systems

    12:40 Lunch

    14:00 THE ROLE OF THE INTERNET

    Nikos Ghikas

    Nikos Ghikas, Managing Director, E-Offsets

  • Analysis of the current situation in the Offsets market
  • The impact of B2B Marketplaces in the traditional business environment
  • Presentation of e-offsets.com - The Global B2B Marketplace for Offsets
  • Case Study
  • Conclusions
  • 14:40 DISCUSSION PANEL

    15:20 Afternoon Tea

    15:40 OFFSET ALTERNATIVES

    Margaret Cahill

    Margaret Cahill, Trade and Industry Analyst, US Department of Commerce

  • An overview of the inherent difficulties associated with offset agreements
  • Are offsets the only option in the global defence market?
  • What are the alternatives to offsets?
  • Do the alternatives provide practical and economical solutions to offset difficulties?
  • How realistic is the implementation of these alternatives?
  • 16:20 STRATEGIC MARKETING AND PLANNING

    Alon Redlich

    Alon Redlich, President, International Technology Sourcing

  • Identifying markets and offering products with a competetive advantage
  • Defining resource levels for international marketing
  • Defining and prioritizing multi-country and multi-market objectives
  • Considerations arising from a companie’s international operations
  • Conclusion
  • 17:00 Chairman's Closing Remarks and Close of Conference

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    Workshops

    A Practical Indirect Offset Solution
    Workshop

    A Practical Indirect Offset Solution

    Hotel Inter-Continental
    20th June 2001
    Vienna, Switzerland

    The Inter-Continental

    Johannesgasse 28
    1037 Wien
    Vienna
    Italy

    The Inter-Continental

    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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