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DATES
October 16-18, 2023
LOCATION
Bethesda North Marriott Hotel & Conference Center, 5701 Marinelli Rd, Rockville, MD 20852
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Trade Never Stops: Embracing Uncertainty with Compliance Excellence: 2023 & Beyond
In the world of international trade, uncertainty is constant due to global events, geopolitical shifts, and regulatory changes. Attend “Trade Never Stops”, OCR’s flagship conference, to learn about the changing landscape of international trade, mitigating supply chain risks and navigating global regulations.
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Join Us in Person
October 16: Welcome Reception (5:00 PM - 7:00 PM ET)
October 17: Conference Day 1 (9:00 AM - 5:00 PM ET)
October 17: Client Appreciation Dinner (6:00 PM - 9:00 PM ET)
October 18: Conference Day 2 (9:00 AM - 2:00 PM ET)
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Location
Bethesda North Marriott Hotel & Conference Center, 5701 Marinelli Rd, Rockville, MD 20852
Register for the Conference:
Agenda
Our Speakers
Gerry Horner
Chief, Trade Regulations Branch (TRB), Economic Management Division (EMD), U.S. Census Bureau
Gerry Horner is currently the Branch Chief of the Trade Regulations Branch at the U.S. Census Bureau. With over 34 years at the U.S. Department of Commerce, his responsibilities include overseeing formulation of Foreign Trade Regulations and managing the Census Bureau Voluntary Self Disclosure program, while contributing to regulatory transformations in both public and private sectors.
Nancy Fischer
Partner and Global Head of Regulatory, Pillsbury Winthrop Shaw Pittman LLP
Nancy Fischer is a partner in the Washington, D.C. office of Pillsbury Winthrop Shaw Pittman LLP and the Global Head of the firm’s Regulatory practices. She is consistently recognized by Chambers and other publications as a leading authority on international trade law.
Nancy advises a global clientele on international trade matters and dispute resolution and the impact of U.S. regulations on worldwide trade and investments. She provides guidance on export controls; economic sanctions; CFIUS reviews; FCPA and other anti-bribery laws; trade remedies; customs laws; and WTO and NAFTA disputes. Nancy has represented large industry coalitions in disputes, including a group of nuclear utilities in the first antidumping matter before the U.S. Supreme Court.
Howard Mendelsohn
Chief Client Officer, Kharon
Howard is the Chief Client Officer at Kharon. In this capacity, Howard works closely with business, compliance, and legal professionals to strengthen programs and controls for managing risks at the intersection of global security and commerce. Howard has over two decades of experience in combating illicit financial activity in both the government and the private sector. He served in the U.S. Treasury Department from 2001 to 2011, including as Deputy Assistant Secretary and Assistant Secretary (Acting) for Treasury’s Office of Intelligence and Analysis.
Brad Kabanuk
Founder and President, Content Enablers
Brad Kabanuk is the Founder and President of Content Enablers. In this capacity, Brad drives Content Enablers’ overarching strategy and business initiatives, and oversees the creative development and design process to maximize the user experience and presentation of training content.
Bill Wade
Vice President for Global Trade Compliance, L3Harris Technologies
William “Bill” Wade is Vice President for Global Trade Compliance of L3Harris Technologies. Bill is a retired Lieutenant Colonel from the United States Army with more than thirty years of military and civilian expertise. In his role, which he assumed in 2013, he leads the Global Trade Group in Washington, DC, reporting to the Senior Vice President, General Counsel. Bill possesses extensive knowledge of export and import compliance, with a focus on ITAR, EAR, and SAM regulations. He leverages his unique knowledge of both private industry and government experience to provide focused guidance, training, and assistance in matters related to company export and compliance. Bill’s mission is to impart the principles of Strategic Licensing, emphasizing “Product, End Use, and End User,” to ensure compliant, customer-centric Trade Control services and timely support for international business.
Bill serves as L3Harris’s lead Empowered Official and is actively involved in industry organizations such as the Aerospace Industries Association (AIA) and the Defense Trade Advisory Group (DTAG), where he has held leadership positions for over a decade. Bill’s extensive leadership experience extends beyond his professional roles, as he has served in various capacities within Alpha Phi Alpha Fraternity, Inc., demonstrating his commitment to community engagement and leadership development. Bill is a graduate of the Wharton School of Executive Leadership and Development.
Kathleen Lockard Palma
Vice President, Global Trade Controls, Boeing
Kathleen Lockard Palma is Vice President of Global Trade Controls at Boeing. Her team is responsible for ensuring compliance to global regulatory export and import requirements in partnership with the business units. Ms. Palma leads a team of global trade professionals in 13 countries.
Previously Kathleen served as GE’s lead lawyer for all export control, sanctions and customs matters. Before joining GE, Kathleen was an Associate in the International Trade Practice of Dewey Ballantine LLP (RIP). She served as Vice Chair of the President’s Export Council Subcommittee on Export Administration (PECSEA) during the Obama Administration. Kathleen is a graduate of the University of Chicago Law School and Georgetown University, School of Foreign Service.
Sean Sweeney
Chief Information Security Officer, Oracle
Sean Sweeney leads the Field CISO & Security Advisor team for Oracle Cloud Infrastructure Engineering. He and his team focus on advising customer CISOs on security and compliance issues related to cloud, creation of secure design patterns, as well as providing strategic direction on Oracle security products, services, and partnerships. Sean joined Oracle from Microsoft where he was the Global Chief Security Advisor, and has served as CISO, CIO, and CTO within higher education, the US Federal government, the legal industry, and the energy sector. He is also an Affiliate Practice Scholar in the University of Pittsburgh’s Cyber Institute of Policy, Law, and Security.
Josh Frazer
Director of Trade Compliance, DigiKey Electronics
Josh Frazer is the Director of Trade Compliance at DigiKey Electronics, where he leads a dynamic global team specializing in import, export, and item classification. With a firm commitment to regulatory adherence, Josh strives to cultivate strong relationships with both internal and external stakeholders to ensure seamless operations. He brings a wealth of expertise in the EAR and other trade regulations, having previously served on the Electronic Components Industry Association’s (ECIA) Global Trade Compliance sub-committee.
Before joining DigiKey, Josh served for six years in the U.S. Army as a Cryptologic Linguist with a focus on Russian language and was involved in software development early in his career. Leveraging these diverse skill sets, Josh employs data-driven and technology-based solutions to tackle complex compliance challenges, ensuring they are both comprehensive and scalable.
Doug Jacobson
Founding Partner, Jacobson Burton Kelley PLLC
Doug Jacobson is the founding partner of the Washington, DC-based international trade law firm of Jacobson Burton Kelley PLLC. Doug has more than 30 years of experience representing a wide range of U.S. and non-U.S. companies on export control and international trade issues and serves as principal outside international trade counsel to a number of U.S. and non U.S.-based multinational financial institutions and companies in the electronic, manufacturing, chemical, defense, medical, oil and gas, aerospace, and software sectors.
With respect to export matters, Doug counsels clients on compliance with U.S. and multilateral regimes governing the export of dual-use items, software, technology, defense articles and humanitarian products. He assists companies in understanding and navigating the complex rules set forth in the U.S. Export Administration Regulations, the International Traffic in Arms Regulations and the various sanctions regulations administered by the Treasury Department’s Office of Foreign Assets Control (“OFAC”).
Doug also represents companies in enforcement proceedings conducted by the Commerce Department’s Bureau of Industry and Security and Office of Antiboycott Compliance, the State Department’s Directorate of Defense Trade Controls, and OFAC. Doug served as the BIS and OFAC approved independent auditor in one of the largest criminal and civil export controls and sanctions enforcement cases brought by those agencies. He is currently serving as the Special Compliance Officer in an ITAR Consent Agreement. Doug is a frequent speaker and commentator on export controls and sanctions matters. He is a co-editor and chapter author of the American Bar Association’s International Guide to Export Controls and Sanctions. Doug is active in a number of international trade organizations and serves as general counsel to the National Council on International Trade Development and served as a member of the Board of Directors of the American Association of Exporters and Importers.
Doug currently is an adjunct professor of U.S. sanctions and export control law at the American University’s Washington College of Law in Washington, DC. He has been a visiting professor on U.S. export controls and sanctions at the University of Turin (Italy), the University of Münster (Germany), and George Mason University.
He is ranked by the Chambers and Partners’ Global and USA guides as a leading export controls and sanctions attorney. He is also listed in Who’s Who Legal as a leading international trade attorney.
Doug received a B.A. in Government from the University of Texas at Austin and a Juris Doctorate from the American University’s Washington College of Law, where he was an editor of the American University Law Review. He is a member of the District of Columbia and Maryland Bars and is admitted to practice before the U.S. Court of International Trade and the U.S. Court of Appeals for the Federal Circuit.
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