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SMi’s 6th Annual International Offsets conference will evaluate the role of Offsets, analysing offset partnerships and their profitability. The conference also aims to present Government perspectives, trade prospects and future offset requirements while providing an excellent opportunity to network with senior representatives from the industry. The importance of offsets has been steadily increasing this event will cover all the key issues.

A unique opportunity to gain an insight from leading experts in the field including:
· Gay Sills, Staff Chair, Committee on Foreign Investment in the United States and Director, Office of International Investment, US Department of Treasury
· Daniel Hill, Director, Office of Strategic Industries and Economic Security, Bureau of Industry and Security, US Department of Commerce
· M J M Rini Goos, Commissioner for Military Production, Ministry of Economic Affairs, The Netherlands
· Henrik Raiha, Deputy Director General, Secretary of the Finnish Committee on Industrial Participation, Finnish Ministry of Trade and Industry
· Mazen Madooh, Offset Manager, Ministry of Finance, Kuwait
· Leah Clark, Director, Industry Canada, Defence Industries
· Myriam Croon-Janssens, Technical Secretary, European Defence Industries Group (EDIG)
· Age Skøelv, Senior Advisor, Norwegian Defense Research Establishment
· Knuth Herefoss, Advisor, Norwegian Defense Research Establishment/Materiel Investments
· Carl Lundgren, Head of Division, Swedish Defence Material Administration
· Marcus Nadelius, Offset Manager, Swedish Defence Material Administration
· Jordi Molas-Gallart, Senior Fellow, SPRU, University of Sussex
· Dr Costas Alexandrides, Professor Emeritus of Management, Georgia State University
· Alexander Hubler, Attorney at Law LLM, Armasuisse, Legal and International Affairs, Switzerland

Benefits of Attending:
REVIEW changes and latest developments in international offset policy and applications
IDENTIFY practical tools and techniques for offset implementation
ASSESS the economic benefits of industrial co-operation
LEARN from case studies on international countries and programmes
DISCOVER opportunities for foreign investment
DEVELOP key contacts through this focused networking forum

“Very interesting, with many very actual issues”
Carlos Dionisio, Planning Officer, Industrial Participation, NAPMA, NATO – International Offsets delegate 2003

Conference programme

8:30 Registration and Coffee

9:00 Chairman's Opening Remarks

Lindsey Shanson

Lindsey Shanson, Editor, Countertrade and Offset

9:10 OPENING ADDRESS

Gay Sills

Gay Sills, Staff Chair, Committee on Foreign Investment in the United States and Director, Office of International Investment, 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 US open investment policy
  • 9:40 INDUSTRIAL BENEFITS PROGRAM

    Leah Clark

    Leah Clark, Director, Industry Canada, Defence Industries

  • Objectives of the program
  • Recent changes
  • 10:20 NORWEGIAN OFFSET EXPERIENCES

  • The aims of Norway’s offset policy
  • Norway’s policy in relation to other nations
  • Norwegian guidelines for industrial co-operation
  • Recent experiences with industrial co-operation
  • Norwegian experience from the NH-90 acquisition programme
  • Lessons learned and policies for the future
  • Age Skoelv

    Age Skoelv, Senior Advisor, Norwegian Defence Research Establishment (FFI)

    Knuth Herefoss

    Knuth Herefoss, Advisor, Norwegian Defense Research Establishment/Materiel Investments

    11:00 Morning Coffee

    11:20 BRAZILIAN OFFSET SCENES

    Colonel Ancelmo Modesti

    Colonel Ancelmo Modesti, Co-ordinator in Secretariat of Logistics and Mobilisation, Ministry of Defence, Brazil

  • Ministry of Defence offset policy
  • Offset history in Brazil
  • Offsets programmes in development
  • Present situation
  • Trends
  • 12:00 THE SWEDISH APPROACH TO INDUSTRIAL CO-OPERATION

  • Current status of Swedish industrial co-operation
  • Requirements for change
  • Offset policy and lessons learnt
  • Sweden’s new offset policy
  • Developing acquisition in co-operation
  • The future of defence offsets in Sweden
  • Carl Lundgren

    Carl Lundgren, Head of Division, Swedish Defence Material Administration

    Marcus Nadelius

    Marcus Nadelius, Offset Manager, Swedish Defence Material Administration

    12:40 Networking Lunch

    13:40 SUPPORTING KUWAIT’S POSITION IN THE GLOBALISATION PROCESS

    Mazen Madooh

    Mazen Madooh, Offset Manager, Ministry of Finance, Kuwait

  • The expected economic benefits of the offset programme
  • Job creation
  • Higher rate of cash flow and growth of exports
  • Case study – current examples
  • Economic enhancement – plans for the future
  • 14:20 PARTNERSHIP THROUGH SUSTAINABLE VENTURES

    Mohammed Hilal Al Muhairi

    Mohammed Hilal Al Muhairi, Senior Project Manager, UAE Offsets Group

  • UOG mission and history
  • Offsets methodology
  • The UOG performance
  • UOG in the next decade
  • 15:00 TURKISH PROSPECTS FOR DEFENCE OFFSETS

    Mustafa Egeli

    Mustafa Egeli, Manager, Industrial Co-operation, HAVELSAN

  • Current offset environment (players and their roles)
  • Offset regulations (Directive 2000 and Directive 2003)
  • Evaluation methods
  • Expectations of the Turkish defence industry from offsets
  • How to prepare a winning offset proposal
  • Future outlook
  • 15:40 Afternoon Tea

    16:00 GREEK DEFENCE PROCUREMENT

    Colonel Stefanos Tsolakidis (Ret’d)

    Colonel Stefanos Tsolakidis (Ret’d), Managing Director, Kleos

  • Greek government's role in offsets
  • Direct and indirect offsets
  • Latest defence procurement
  • Impact of offsets on the Greek defence industry
  • Future offset requirements
  • 16:40 SWISS OFFSET AND INDUSTRIAL PARTICIPATION

    Alexander Hubler

    Alexander Hubler, Attorney at Law LLM, Armasuisse, Legal and International Affairs, Switzerland

  • Armament policy
  • Offset policy of Switzerland
  • Industrial participation
  • F/A-18 indirect participation: results, conclusions
  • The winning formula
  • 17:20 Chairman's Closing Remarks and Close of Day One

    8:30 Re-registration and Coffee

    9:00 Chairman's Opening Remarks

    Lindsey Shanson

    Lindsey Shanson, Editor, Countertrade and Offset

    9:10 NEW OBJECTIVES FOR INDUSTRIAL PARTICIPATION

    Henrik Raiha

    Henrik Raiha, Deputy Director General, Secretary of Finnish Committee for Industrial Participation, Finnish Ministry of Trade & Industry

  • The changing role of defence offset policy
  • Technological co-operation
  • Participation in international programmes
  • International partnerships with domestic and international companies
  • 9:40 CO-OPERATION MODELS

    Myriam Croon-Janssens

    Myriam Croon-Janssens, Technical Secretary, European Defence Industries Group

  • Levels of co-operation - national procurement - joint procurement - joint development - R&T level
  • Related levels of offsets
  • 10:20 THE NETHERLANDS CASE STUDY

    Pieter Taal

    Pieter Taal, Deputy Commissioner for Military Production, Ministry of Economic Affairs, The Netherlands

  • Presentation details to be confirmed
  • 11:00 Morning Coffee

    11:20 KEY OFFSET RULES IN THEORY AND PRACTICE

    Louis Van Bockel

    Louis Van Bockel, General Manager, VB & Partners

  • Offset percentages requested
  • Direct offsets versus indirect offsets
  • Allocation per region and industrial sector
  • Annual targets linked to penalties or not
  • Use of TPPs
    Penalties linked to bank guaranties
  • Multipliers
    Offset banking credits and if they are transferable
  • 12:00 COMPARATIVE VIEWS ON THE ECONOMICS OF DEFENCE OFFSETS

    Jordi Molas-Gallart

    Jordi Molas-Gallart, Senior Fellow, SPRU, University of Sussex

  • A shifting approach to defence offsets and industrial policy
  • Using defence procurement and offsets to develop domestic capabilities
  • Joining international arms development programmes and large offsets programmes
  • Managing offsets
  • Evolving policies - shaping international collaboration
  • Moving forward - beyond programme based collaboration
  • 12:40 Networking Lunch

    14:00 OFFSET FOR STRATEGIC GOALS

    Lars Ajaxon

    Lars Ajaxon, Vice President, Industrial Co-operation, Saab

  • Changing industrial patterns
  • Debating offset return values
  • Swedish defence industry policy on offset
  • Creation of an effective offset process
  • Some experiences
  • 14:40 OFFSET’S NEW FRONTIER

  • Slovenia’s leading role
  • Croatia’s new policies
  • Serbia and Macedonia-countertrade vs offset as financing tool
  • Bulgaria’s and Romania’s new policies
  • Next steps
  • James Barkas

    James Barkas, Managing Director, BNI Group

    Dusan Bevc

    Dusan Bevc, Director, BNI Group

    15:20 THE FUTURE OF OFFSETS

    Guy Varroquier

    Guy Varroquier, Vice President Offsets & Industrial Co-operation, EADS International

  • Presentation details to be confirmed
  • 16:00 Chairman's Closing Remarks and Close of Conference

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    Workshops

    Offset 101
    Workshop

    Offset 101

    Grange City Hotel
    23rd June 2004
    London, United Kingdom

    Grange City Hotel

    Coopers Row
    London EC3N 2BD
    United Kingdom

    Grange City Hotel

    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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