NASBITE International Board of Governors Meeting Minutes ... · 1 | Page DRAFT - SUBJECT TO...

NASBITE International Board of Governors Meeting Minutes (Draft)

September 26-27, 2019 Teleconference Meeting

1 | P a g e D R A F T - S U B J E C T T O A P P R O V A L

Call to Order A meeting of the NASBITE Board of Governors was called to order at 8:00 a.m. on Thursday, September 26, 2019 by President Leroy Lowe. Roll Call & Confirmation of Quorum Kathy DeMarco, Executive Director, performed a roll call to establish attendance. A quorum for the purpose of voting was established. The following were in attendance: Leroy Lowe, President Jackie Rasmussen, Vice President Mike Seibert, Secretary/Treasurer Tammy Marquez-Oldham, Immediate Past President Jeanette Benson, Fellows Chair (via teleconference) Kemi Arosanyin Aleda Bourassa Amy Coon Dimy Doresca Jim Foley

Yuki Fujiyama Maurice Kogon Deborah Lanford Mary McKinney Gabriel Shweiri Elizabeth Smith, CGBP Governance Council Chair Joyce Steffan Aerek Stephens, Ex-Officio (EXIM Bank) Steve Sullivan, Ex-Officio (SBA) Caroline Thompkins, Ex-Officio (FITT)

Also in attendance: Kathleen DeMarco, CAE, Executive Director Laurie Wolff, Distinguished Fellow Review & Confirmation of Agenda • Leroy Lowe reviewed the planned agenda, which was distributed prior to the meeting along with advance reports. • There were no changes to the planned agenda. Operation & Management Reports • Moved, seconded and carried to approve the draft minutes of the April 12, 2019 Board of Governors meeting, with

the following amendments: the addition of Dimitris Kloussiadis to the list of attendees; correction of the date of the fiscal year on page 1 under “Financial Reports” to reflect 2018-2019 fiscal year with respect to sponsorship commissions; the addition of Amy Coon’s name on page 3 as a part of the 2019 Summit team

• Moved, seconded and carried to approve the draft minutes of the July 31, 2019 Board of Governors meeting, with the addition of Jeanette Benson to the list of attendees.

• Staff Team Updates: Kathy DeMarco reported that Lisa Christie, Membership & Certification Coordinator, will be on leave from approximately October 30 through early January and that two Stringfellow Management Group (SMG) team members, Jane Lyall and Lisa Blair, have been assigned and trained to cover all tasks and responsibilities during Lisa Christie’s leave. She asked that Board members direct any staff support requests to her during this period to ensure appropriate assignment of tasks and overall work flow.

• Membership & Certification Report: Kathy DeMarco reviewed the report as distributed prior to the meeting. o The following changes will be implemented for future reports: the number of Individuals enrolled under

Institutional Memberships; annual retention rate percentage for CGBP Recertifications (to compare to the industry standard of 92%); and the total number of schools that are considered Educational Partners (not just schools officially enrolled and active).

o It was noted that CGBP attrition is likely at least in part due to opting out of SBA funding from past years.




• CGBP Examination Report: Mary McKinney recommended that a breakdown of CGBP candidates in terms of whether they are students or exporters may be helpful to direct future CGBP marketing activities.

• Webinars: Laurie Wolff reported on 2019 webinars which included those presented in conjunction with Shipping Solutions (January, February, March, April) and those coordinated by NASBITE (April – GrowthWheel; July – Kompass; and August – Datamyne), noting that SMG is contracted for up to six NASBITE-coordinated webinars per year.

o Webinars should be planned for Educational Partner faculty to share best practices in implementing the Student Pathway program at their school.

o There will be at least one webinar offered in 2020 for the Case Competition, to allow the sponsor company to present information and their case. This will be recorded and made available to registered teams.

o Development of the Trade Passport Program webinars will begin in October 2019. o Additional webinars will be planned that offer opportunities to earn recertification CEUs. o It is possible that sponsors offering trade tools will be asked to provide limited access for free to registered

Case Competition teams and it is possible that the sponsor(s) that agree will be asked to present a webinar for the teams to explain their tool and how it can be used to support their case development.

o Mike Seibert volunteered to support development and coordination of NASBITE webinars. Financial Report • Mike Seibert presented the 2019-2020 Fiscal Year preliminary financial statements through August 31, 2019, which

were distributed in advance of the meeting. • He reported that he has online access to the PNC Bank accounts and reviews the assets regularly. • Focus has been on maintaining a budgeting document on a monthly basis and projecting the year-end based on

activity to-date. • He reviewed the five main revenue sources and six expense categories and provided an update on status through

two months of the fiscal year. • He noted that while SMG staff review the monthly financials, staff does not provide a formal accounting review.

Kathy DeMarco stated that the Board should determine whether it wishes to have performed an independent review of the financial statements, a recommended best practice; currently no independent review is performed by an outside CPA.

Organization/Business Update • Leroy Lowe and Jackie Rasmussen presented an update on current NASBITE programs and projects and

accomplishments to-date on the Vision 2020 plan initiatives. The presentation is attached to these minutes. • Key Issues and Challenges for the current 2019-2020 fiscal year include:

o Student Pathway Program:

Gabriel Shweiri is focusing on individual, personalized outreach to two-year schools who have shown interest in but have not been actively promoting the Student Pathway program to its students. Joyce Steffan is reaching out to the four-year schools. Additional help is needed for more outreach to further engage these schools and get more students enrolled.

Tammy Marquez-Oldham noted that this outreach intersects with Membership Services Task Force activities and should be coordinated.




o CGBP Social Media: The goal is to convert site visitors to “customers” (access a resource; enroll in a course; register for

the Conference, purchase a membership, register for the CGBP exam, etc.) Alberto Rodriguez-Baez has been leading this task team but needs additional support. His team

includes Amy Coon, Susan Dragotta, and Leroy Lowe.

o NASBITE Websites: The main NASBITE.org website, the Conference/Summit website, and the CGBP website have all

been rebuilt. Kathy DeMarco reported that following the 2019 Conference, all three websites were migrated to a

new hosting server to solve page load and other issues. This was a significant undertaking and was coordinated by the SMG staff team.

The CGBP website content development is ongoing (more CGBP Profiles are needed; Career-Net is available but not being used; there are few CGBP Training options listed).

It was noted that more proactive communication to Accredited Training Programs and Certified Trainers is needed to facilitate additional training listings and generate more exam candidates. Some are having difficulty in finding how to submit their training; a new button will be added at the top of the training pages to make it easy to see and use.

o Membership/Sponsorship: Sponsored trade tools as “Member Benefits” needs follow up and promotion. Total sponsorship revenue saw no growth in 2019 and needs to be a focus in 2020. The SMG staff is

driving this but needs support from the Board. Additional promotion of Institutional Memberships to Educational Partners and SBDC partners is

needed to grow membership.

o CGBP-Aligned Materials: New resources have been introduced (MindEdge); pending are The Global Entrepreneur and

FITTskills training modules; these will be added to the “Exam Prep Resources” and promoted to exam candidates as options for CGBP training.

Student Pathway program weekly “Tutorials” are almost through the 1-year cycle; these will be updated as needed for year 2.

Using the information from the Tutorials, a 4-Domain Study Pack is being developed, aligning with the Practice Delineation domains for the CGBP.

Help is needed to identify additional exam preparation training resources and get them listed on the website.

o Partnerships: Individuals from the Board have been identified as “liaison” with a number of organizations and are

spearheading engagement opportunities (ASBDC, NCBFAA, OWIT, ICPA, Shipping Solutions).




o Miscellaneous (Membership Services; Case Competition; National Small Business Exporter Summit; Conference) Additional support from volunteers is needed to grow these programs.

• The Board discussed the declining CGBP exam registrations over the past five years; the Student Pathway Program

and engagement with Educational Partners is aimed at growing CGBP exam registrations. • CGBP exam and recertification revenue covers about half of the NASBITE operational overhead and needs to

continue to be a focus. • Maurice Kogon stated that it appears that NASBITE is promoting MindEdge training but not Accredited Training

Programs. Leroy Lowe stated that this in unintentional but will be looked at. As discussed earlier, more frequent communication with the ATPs may generate more activity on their part in listing course offerings and recruiting CGBP candidates. Potentially, NASBITE could offer each training partner a webinar opportunity to promote themselves.

• Leroy Lowe presented details of the SBDC/WTC Training Initiative that would provide a training module series (in-person training), as well as offer a directory of expert trainers, a compressed CGBP workshop, trade-training business model examples, and SME-focused promotional materials that can be adapted for local needs. This initiative will be rolled out in 2020. Leroy Lowe will lead a new task team of approximately five members and support from volunteers is needed.

Summit & Conference: • Summit: Jackie Rasmussen directed the Board to the written report, submitted prior to the meeting, for updates on

development of the 2020 National Small Business Exporters Summit. o Outreach is being initiated to the 244 export companies on the distribution list; 60 have been recognized

and about 50 were interested for 2019 but were unable to participate. There are an additional 150 exporters from DECs that are also potential targets.

o Outreach is also being initiated with Supporting Organizations/Partners. Colleen Fisher at the US trade rep office and USEAC in Baltimore has been engaged and will assist in recruiting Honoree exporters as well as exporter attendees.

o The gap to fill is getting more exporters to attend. More volunteers are needed to help plan and promote the event. Maurice Kogon recommended outreach to WTCs, USEACs, the Maryland DOC (Aerek Stephens has a

contact there) to help promote the event. o Recruitment of a Premiere Sponsor is also underway. Leroy Lowe suggested making an offer to Bank of

America (which declined to sponsor in 2019 due to a lack of local attendance) to have BOA “subsidize” registration for its local clients as a way to convince them to be a sponsor for 2020.

o Jeanette Benson recommended the development of a “Summit Planning” document to help guide future volunteers in the process.

• Conference: o Kathy DeMarco reported that the first Call for Presentations was launched on September 18 with an initial

deadline of October 18; this deadline will likely be extended depending on the number of submissions received.

o Kathy asked for volunteers to help review session proposals; Jim Foley volunteered and Leroy Lowe will also participate.




o Recruiting for keynote speakers will begin soon. Recommendations include Susan Schwab, USCR Director, University of Maryland (per Maurice Kogon); World Bank; International Monetary Fund; USAID Higher Education Liaison, etc.

o Kathy asked the Board to reconfirm that all Conference session speakers must register for the Conference; Keynote speakers will be provided a comp 1-day registration. The Board confirmed this policy.

• 2020 Student Case Competition: o Laurie Wolff led a discussion on the format of the 2020 Case Competition and proposed that the

Competition be more integrated into the Annual Conference so that participating student teams can take part in the Conference activities when they are not presenting. This would mean moving the Competition from the 2019 format (preliminary round on Monday, final round on Tuesday, award presentation during lunch on Tuesday’s Summit) to having the preliminary round on Thursday and final round on Friday morning, with the award presentation during the Awards luncheon on Friday.

o The two issues with this proposal are (a) the number of weekdays that students are out of school, and (b) the cost of having potentially 70 students and instructors attend the conference and the need to include the cost of attendance (which is $505 per person) in the Team Registration fee for five people, making the team registration fee $2,500.

o For 2020 it was decided that the current plan, to have the Competition on Monday and Tuesday and not including Conference registration, will be carried out.

o For 2021 the Board will consider the alternate pattern (Thursday-Friday) and establishing two Team Registration options: one would be for the Competition only, and a second option would include Conference Registration for the team at a price to be determined but set to cover costs.

o Leroy Lowe will survey the teams and determine their preferences as to the two different formats.

• 2020 Awards Program: o Jeanette Benson reported that the Fellows have discussed the Advancing International Trade Award, the

Program Excellence Award and the International Trade Educator of the Year Award and the requirements for each.

o It is the Fellows’ recommendation that the International Trade Educator of the Year nominations come from the NASBITE Board.

o It is the Fellows’ recommendation that two, rather than three, letters of recommendation should be required.

o Laurie Wolff noted that the requirements, and who can nominate, are spelled out accurately in the policy manual.

o The Fellows will review the policy language regarding who can submit nominations for which awards, and the required documentation for each award, and will update the promotional language accordingly for 2020.

o Promotion of the Awards program is needed to generate more nominations.

• Sponsors: o Kathy DeMarco reported that there are funds being held on the balance sheet for unused sponsor benefits,

namely, CGBP exam fees that are included in year-round Partnership packages that the sponsors who are eligible have not used. If these funds go unused at the end of the fiscal year, they will be donated to the Barbara Moebius Scholarship Fund.

o Kathy reviewed the proposed Sponsorship offerings for 2020 and stated that she will create custom “packages” for sponsors seeking specific benefits. Some want to engage during the Conference only but others will want to have year-round engagement.




o Kathy asked that each Board member work to recruit at least two new sponsors for 2020. She will provide support and coordinate this effort. Board members will have access to a shared document listing over 100 sponsorship “targets” (via the Board Resources web page) and will be asked to put their name in the file next to at least two potential sponsors they will contact. Kathy will do follow up and design custom sponsorship packages.

• 2021 and 2022 Conference Site Recommendations: o Kathy DeMarco led a discussion on the selection of the 2021 Summit and Conference location. o Using a tool she developed to list the factors that contribute to a successful event (local support – DEC,

USEAC, WTC, etc.); availability of daily direct flights; states that offer tax exemption or rebates for 501(c)3 organizations; states that California does not restrict its state employees to travel to, etc., the Board reviewed data comparing locations in the west/southwest as well as the Midwest.

o Based on the active DEC (Pacific Northwest DEC), having two trade representatives co-located with the SBA at the USEAC, the number of daily flights, the state rule allowing tax exemption for 501(c)3s, the government per diem rate, weather and other important success factors, the Board directed staff to focus on Las Vegas, Nevada as the site for 2021.

o Staff will investigate appropriate hotel properties and will bring recommendations to the Board for review and approval. Kathy DeMarco noted that a site inspection trip will likely be needed to view and evaluate properties that submit a proposal.

o For 2022 the Board agreed that the Summit and Conference will return to the DC/Baltimore area and that all even-numbered years will be held in the DC area.

o Kathy DeMarco will poll for potential 2020 Fall BOG Meeting dates, since the hotel contract for the Fall BOG meeting is done in conjunction with the Conference/Summit site contracting. It was noted that September 25, 2020 is a religious holiday; ASBDC is scheduled for September 29-October 2, 2020 in Atlanta; these dates are to be avoided.

CGBP Governance Council Report: • Elizabeth Smith, Governance Council Chair, referenced the report provided in advance of the meeting that outlines

recent activity of the Governance Council. • Elizabeth discussed the GC roster and noted that a Public Member is needed. A public member of the Council would

be someone who is not a CGBP and not necessarily on the “front line” in international trade. Assistance from the Board in identifying a candidate was requested.

• A significant undertaking and accomplishment in 2019 was the investigation, selection, contract confirmation and operational transition from TesTrac to Scantron as NASBITE’s exam provider.

o Elizabeth acknowledged the significant efforts of Jackie Rasmussen, Jim Foley, Kathy DeMarco and Lisa Christie to make the transition.

o Scantron has proved to be a very professional partner; regular scheduled check-in calls are held to review outstanding issues and items pending for implementation.

o With the transition, there are some procedure and policy changes including the following: Candidates will now receive an “unofficial score” immediately following completion of the exam, to

be followed by the official score after the GC reviews exam results at the end of the exam window. Candidates sitting the exam will now be allowed one restroom break and will also be allowed to

have one blank sheet of paper on the desk as scratch paper (the virtual proctor will verify the sheet is blank prior to testing and will view the destruction of the sheet once the candidate completes the exam).

Candidates sitting for the Practice Exam will no longer receive a scaled score with their results.




The CGBP Exam Test Taker’s Guide document is being updated to reflect these changes. Once final it will be posted on the website and shared with registered exam candidates and the ATPs/Certified Trainers.

• Item Bank Review: The GC will review the items in the test bank (a bank of test questions that are not currently used on the exam forms) to ensure that the content is still correct, and that the choices and answers meet Scantron’s rigorous psychometric criteria. The GC will undertake this work in fall 2019, and will make recommendations to the Board of Governors on any modifications needed to existing items by January 1, 2020. Jackie Rasmussen and Jim Foley can provide guidance to the GC on item construction, stem and detractor responses.

o Due to the impending changes to INCOTERMS for 2020, the GC will look specifically at test items relating to INCOTERMS to ensure they are up to date. Discussion followed regarding establishing a task force (to include representation from the CG) around INCOTERMS 2020 that can advise on content changes, and ensure the content corrections are made across the breadth of NASBITE resources. It was suggested that Bob Imbriani would be a good resource on this team; Chris Schrage has just attended training; Beth Smith and Dimy Doresca also indicated interest in serving.

Ex-Officio Member Update: US-DOC/ITA • Yuki Fujiyama, Ex-Officio Board member for US-DOC/ITA, referenced the report provided in advance of the meeting

that outlines recent and upcoming objectives. • Priority tasks in the next six months include:

o support for the 2020 Summit and Conference: suggesting potential keynote speakers from the USCS and someone from ITA

o creating a three to four-minute video based on the ITA “Trade Finance Guide” (to be developed in late fall 2019); NASBITE will be asked to provide input on the proposed script for the video. Video is planned to be launched in January or February 2020.

o Internal (ITA) CGBP Exam Prep training for over 2,200 employees; Yuki reported he has spoken with ITA and TPCC Small Business Working Group training managers and is considering reaching out to the Virginia SBDC at George Mason University.

o ITA’s partnership with Thunderbird Executive Education will be leveraged to develop a Trade Finance online course and NASBITE can be included in this process. This activity may lead to course development for the other three CGBP domains as well.

CGBP Recertification: • Moved, seconded and carried to implement digital badging via BadgeCert for NASBITE CGBPs at a cost not to

exceed $2,000 in the 2019-2020 fiscal year and to confirm actual costs to the Board of Directors when available. o Clarification is needed from Scantron as to whether proposed fees are one-time or on an annual basis for

issuing or renewing a digital badge for a CGBP. • A proposal was discussed to allow CGBPs to submit CEUs for “hours worked” limited to no more than five of the 10

CEUs per year required for recertification. A more detailed proposal and policy amendment will be developed. • Mary McKinney and Kemi Arosanyin volunteered to support the Recertification task team. • Moved, seconded and carried to revert to the prior policy to allow unaccredited training providers to submit CGBP

Pre-Approved Recertification credit courses which, if approved by NASBITE, will be listed at no cost to the training provider.

o It was recommended that a disclaimer be added to the Pre-Approved Recertification Courses web page where such training is listed, that by listing there is no endorsement by NASBITE of the training offered or the trainer to deliver the training (specific wording to be developed).




• Steve Sullivan recommended that NASBITE request that all training providers mention the CGBP certification in their training/presentations; verbiage should be developed and provided to the training providers.

• A separate issue, as to whether NASBITE should or could allow listings of unaccredited training resources on its website. Mike Seibert volunteered to discuss this with other Accredited Training Programs and report back to the Board with their input.

Board Development: • Aleda Bourassa and Amy Coon referenced the Board Development report submitted in advance of the meeting

which includes a summary of the responses to the 2019 BOG Self-Evaluation Survey.

• Aleda informed the Board that Colette Hard has communicated her intent to resign from the Board at the conclusion of the 2020 Annual Conference and has recommended that the Board consider appointing Nate Ward (also of CSU) to fill the vacancy. Nate Ward has submitted an application, pending review by the Board and for consideration to fill the pending vacancy. Colette will submit a formal resignation letter soon.

• 2020 Nomination Slate: o Moved, seconded and carried to approve and adopt the slate of nominees for the 2020 Board of Governors

elections as follows: 1. Martin Brill, CGBP – Kutztown University SBDC & PA SBDC, Harrisburg, PA 2. Dimy Doresca, CGBP – Institute for International Business, U. of Iowa, Iowa City, IA 3. Drew Felling, CGBP – Commerce Bank, Kansas City, MO 4. Leah Goold-Haws, CGBP – California Community Colleges Chancellor’s Office, Long Beach, CA 5. Julia Montgomery, CGBP, Florida SBDC at University of North Florida, Jacksonville, FL 6. Chris Schrage, CGBP, University of Northern Iowa, New Hartford, IA 7. Gabriel Shweiri, CGBP – Santa Ana College, Santa Ana, CA 8. Jade Sims, CGBP – Michigan State University International Business Center, East Lansing, MI 9. Joyce Steffan, CGBP – The Ohio State University, Columbus, OH

• Policy & Procedure Updates:

o Amy Coon is developing proposed amendments to the Policy and Procedures and ensure alignment with the bylaws. Proposed amendments will be presented to the Board in spring 2020.

• 2020 Officer Elections: o Interested individuals should notify the Board Development co-chairs no later than February 15, 2020.

To date, Jackie Rasmussen has self-nominated for President and Dimy Doresca has self-nominated for Vice President. Other nominations are welcome.

o On February 17, staff will issue an electronic ballot to the Board for voting on 2020 Officer nominations. The deadline for voting will be Monday, March 2, 2020.

External Funding: • Dimy Doresca presented a report, “Foundation Support & Advisory Board Exploratory Task Force,” a copy of which is

attached to these minutes for reference. • The report identifies organizations as prospects to become members of NASBITE and support our work with small

businesses, international traders and educators. The goal is to find a contact in each of these organizations, schedule a phone call to introduce NASBITE and find out the best way to seek their sponsorship.

• The report also makes recommendations for potential grant funding to advance NASBITE interests.




• These efforts will also include potential sponsorships. • Dimy recommends that the Board consider creating an advisory board to enable these organizations to provide

input to NASBITE leadership. • Dimy has interns doing additional research on grant cycles and on banks that do international trade financing and

will bring more information to the Board. • Mary McKinney offered to assist with this project; additional volunteers are welcome. Recap and Review of Agenda for September 27: • Due to time constraints the meeting was suspended and the Officers will reorganize the agenda items that were

scheduled for September 26 to be addressed on September 27. Recap of Discussion with Yuki Fujiyama: • Leroy Lowe provided the Board with a recap of a discussion he and the Officers and ED had with Yuki Fujiyama

following the close of the Board meeting on September 26: o Yuki proposes the development of a “training package” consisting of online materials (possibly using the

Summit presentations/recordings), the purchase of which would include automatic recertification. This is an answer to the issue that DOC employees do not get reimbursed for recertification but do get reimbursed for education/training. It could help retain DOC CGBP certifications.

o Yuki suggested that NASBITE consider an “Executive” level certification that would take into consideration “tenure” and continued good standing as a CGBP; the “CGBE” (Certified Global Business Executive) designation could be attractive to credential holders.

o Due to the federal fiscal year end of September 30, Yuki requested that future Conference registration solicitation could be packaged with membership fees and sent to government contacts in early fall. Often there are funds left in the budget and this would be a good time for federal employees to request funding to attend the following year’s Conference and renew their NASBITE membership.

o DOC-ITA is sponsoring the “Discover Global” conference and suggested a conference attendance/booth swap with NASBITE.

o Yuki will be arranging a meeting with the TPCC small business working group at the Baltimore USEAC and will invite the ED to attend in person as well as the NASBITE Officers to attend virtually. The date has not been set but is targeted for late October or early November 2019.

• Leroy noted that the Officers will review these recommendations and will work with the ED and task teams to further the ideas.

• Kathy DeMarco reported that the renewal MOU with DOC-ITA is underway for 2020. Coordination/Cooperation with SIDO: • Leroy Lowe reported that according to Thunderbird, SIDO is developing a certification/training program for state-

level trade assistance training consisting of a three-day onsite professional development course. • Andy Karellas, Executive Director for SIDO and Director of Federal Affairs at The Council of State Governments, will

be invited to present a keynote at the 2020 NASBITE Conference (Jim Foley will reach out to Andy). If Andy declines then the SIDO President, Signe Pringle, who is Managing Director, Office of International Investment and Trade, Maryland Department of Commerce would be a good keynote speaker.

• With respect to all NASBITE “partnerships” Kathy DeMarco created a shared online folder with sub-folders for each partnership so that all the partner “liaisons” can access information and correspondence. The recommendation was made to put a link to this shared folder on the NASBITE BOG Resources page.




Key Initiative Action Items/Discussions: • Leroy Lowe led a review of key initiatives, current action items and described the format for breakout discussions to

brainstorm ideas.

o Social Media: Volunteers are needed to generate content and images for posting to social media accounts and

related groups. Tasks can be scaled to the time available for the volunteer. A new initiative being planned is the announcement of new CGBPs via social media; posts would

provide information about the new CGBP and why they pursued the credential. Deb Lanford volunteered to assist. It was noted that prospective board member Julia Montgomery

also has some skills/experience in this area, and would be a good candidate to assist.

o Trade Passport Program: Leroy reported that a series of teleconference meetings has been held with SBDCs who are

subscribed to support the program Deb Lanford is working on the specifications for the Trade Passport website development. The timeline for launch is to have the web site ready by the end of the year for testing and launching

the program by March 30, 2020. Laurie Wolff is coordinating the development of webinars on a wide range of topics to be offered as

content through the program. A subdomain “tradepassport.org” will be created and there will need to be a marketing/promotion

plan in place to drive traffic to the site. Moved, seconded and carried to spend up to but no more than $4,000 of surplus margin in the

current fiscal year on external assistance to generate website traffic for the Trade Passport Program. Jim Foley recommended reaching out to corporate entities for potential participation in the

program. Leroy noted that the current program is being developed for SBDCs but “corporate partner” will be the next phase but metrics from the initial phase will be needed to “sell” the program to the corporate audience.

It was recommended that the “charter subscriber” SBDCs and WTCs should be named and listed on the TPP website for recognition.

Steve Sullivan stated that he can get the SBA Associate Administrator to post a blog about the program once it is up and running.

o CGBP Student Pathway Program Leroy Lowe reported good activity with respect to enrolling students in the program; there are

currently 120 students enrolled. Gabriel Shweiri and Joyce Steffan are doing personalized outreach to provide support in

implementing the program at their school. Eleven of the 29 students enrolled in the program at The Ohio State University are sitting for the

exam. Laurie Wolff discussed a webinar for students and faculty, to help them prepare for the exam. It

could be recorded and a link provided for future reference. Jim Foley said that the signup process for Student Pathway membership is confusing. it is part of the

overall Membership signup page. Consider a separate signup page just for the Pathway program to make it clear. Also, consider using text communication since that is a media that students prefer and




rather than requiring a photo of a student ID, have the student submit their college student ID number on the application (which can be verified with the school if needed).

o Barbara Moebius Scholarship Program: Aleda Bourassa referred to the report provided in advance of the meeting which describes a plan to

use funds donated for the scholarship program to support Student Ambassadors in the Student Pathway program, and to fund the Scholarship program by donating $30 for each Educational Partner school which names an Ambassador which is successful in recruiting five new Student Pathway members.

Recognition of support by the Scholarship program should be acknowledged on the website, at the conference and at the Case Competition.

Moved, seconded and carried to make, on an annual basis, a contribution to the Barbara Moebius Scholarship Fund from net revenues, based on a calculation of $30 donated for each Educational Partner School with a designated Student Ambassador that achieves recruitment of five new students, unless a loss is projected for the fiscal year, subject to Board approval at the spring Board of Governors Meeting.

Staff is directed to contact sponsors at the end of each calendar year who have unused “CGBP exam fee benefits” to provide them with the option of using the benefit or donating the benefit to the Barbara Moebius Scholarship fund; if funds are unused after 12 months such funds will automatically be donated to the Scholarship fund. Staff should report back to the sponsors the number of scholarships donated and a list of schools with students receiving the benefits.

o Strategic Partnerships:

NCBFAA: Leroy Lowe reported that George Cummings, who presented to the Board in April, suggested an internship program which resulted in the development of a NASBITE internship “matching” web page being launched; the program needs to be communicated and promoted to employers. Leroy is seeking volunteers to help with this initiative.

o Ex-Officio Reports: FITT: Caroline Thompkins referred to the report submitted in advance. In addition:

• Caroline is seeking a conversation on the FITT-NASBITE partnership to identify key goals beyond the sharing of Board seats.

• Jim Foley and Caroline will discuss and report back their ideas to the Board.

EXIM Bank: • Aerek Stephens reported that funding is authorized through September 30, the end of

federal fiscal year, and that funding is attached to the Continuing Resolution which is awaiting the President’s signature.

• EXIM has a full Board including Kimberly Reed, Chairman and President; Robert E. Lighthizer, U.S. Trade Representative, Board Member, ex officio; and Wilbur L. Ross, Jr., U.S. Secretary of Commerce, Board Member, ex officio.

• EXIM has a large loan program for trade missions to Africa. • He reported that he has submitted a proposal to EXIM for CGBP training and is waiting to

hear a response. Of 56 there are 18 CGBPs so there is a good opportunity to recruit. • EXIM Annual Conference is April 2-3 in Washington, DC and it is an opportunity to have a

booth for NASBITE. • The Brokers Network is a potential audience for CGBP credentialing.




• EXIM has representation in all 50 states.

SBA: • Steve Sullivan reported on the new STEP grants, awarded to 40 states and Puerto Rico,

sharing $18 million in funding. See link in the advance report provided to the Board. • SBA is “cleaning up” the STEP process and enabling expanded use parameters. • A new Chief of Trade Finance is repackaging and refocusing on packaging of loans. • The Trump administration has not requested a national export strategy so the referral

component is key. • SBA has established a trade barrier hotline (855-722-4877) or email at

[email protected] for reporting of trade-related issues/tariffs. • Steve recommended that the SBA Chief of Trade Finance be considered as a keynote

speaker for the NASBITE Conference; he could address the trade finance program and the Advance Notice of Proposed Rulemaking.

• Leroy Lowe noted that Joyce Steffan is working with student interns to curate a listing of states’ STEP grant funding and projects as a reference tool which would be provided to the NASBITE network.

• STEP grant funding is used for NASBITE activities and has a 10% “flex” (up to 10% of the grant can be repurposed by the grantee; NASBITE activities could benefit.

• Jim Foley stated that SIDO is a “powerhouse” for STEP and is known as a STEP implementation organization.

o CGBP Training Resources: Kathy DeMarco reported that three qualitative/quantitative assessments have been completed on

three FITTskills programs and pending is finalization of a revenue-sharing agreement between NASBITE and FITT and posting of the resources as “Exam Prep Training” on the NASBITE CGBP website.

Assessment has also been performed for one domain for The Global Entrepreneur, 4th Edition. Although there is not a revenue-sharing opportunity, the resource and assessment will be posted as “Exam Prep Training” on the NASBITE CGBP website.

Maurice Kogon discussed the “CGBP Exam Prep Guide” and “Resources for Exam Takers & Trainers” and noted that there are too few candidates and fail rates are high which points to the need for more specific teach-to-the test training/study materials. He recommended a study guide directly related to the 125 knowledge statements in the CGBP Practice Delineation; Leroy Lowe noted that the Student Pathway program weekly Tutorials are set up this way but in 52 installments. He shared that plans are in place to compile the weekly tutorials into 4 domain study packs. The study packs will initial be released as an exam prep resource to support the Corporate Pathway Program initiative that the National DEC are launching in conjunction with NASBITE.

o Corporate Pathway: Leroy Lowe referred to the advance report submitted to the Board which describes in detail the

agreement reached with NADEC to develop a Corporate Pathway Program, which packages exam prep training and exam fees and provides for a revenue-share between NADEC and NASBITE.

o SBDC/WTC Training Initiative: Leroy Lowe referred to the advance report submitted to the Board.

mailto:[email protected]




Tammy Marquez-Oldham suggested that NASBITE rely on the Accredited Training Program network to provide training; Leroy Lowe stated that there is not broad enough coverage across the country among the ATPs.

Leroy Lowe will take the lead on further discussions. • Host Contract Renewal Discussion

o The Board called for executive session and staff was not present for the discussion on the annual assessment of management services and host contract items.

• Strategic Planning Breakout Discussions The Board held small-group discussions focused on expanding NASBITE’s reach, focusing on the following areas: FOCUS AREAS: VISION 2020 PLAN

1. Expanding NASBITE’s Reach Initiatives 2, 6 & 7 ∙ Social Media & Website ∙ Leveraging Partner Networks

2. Building the CGBP Network Initiatives 4 & 5 ∙ Building the Training Network – CGBP Student Pathway and Corp. Pathway Programs ∙ Building the Training Network – SBDC/WTC Training Network, Certified Trainers & Accredited Training

Programs

Discussion Questions: • Looking forward, over the next 5-years (~2025), what does the end-state look like? • What recommendations/suggestions do you have? • What current strengths can we leverage? • What challenges must we address? • New opportunities?

Discussion Notes: Social Media & Website (Kathy D, Amy C, Deb L)

• Social Media • NASBITE.org • CGBP Website • Conference/Summit Website • Trade Passport Website

2025:

• Establishing a defined “ecosystem” e.g. Partners mutually following/posting and providing maximum engagement and reach

• A well-defined and funded marketing plan, integrating Social Media and other communications media ∙ Clearly defined strategy with KPIs, goals, and a tactical plan ∙ Implemented by experts (not volunteers) ∙ Planned/scheduled content that is posted regularly




RECOMMENDATIONS/NEW OPPORTUNITIES • Establish POLICY:

∙ Branding, tone, image use ∙ Compliance ∙ Who can post on behalf of NASBITE ∙ Admin access/credential assignment ∙ How to handle comments/complaints

• Social Media Strategic Followers/Following: (need to develop further) ∙ Mutual engagement ∙ Define appropriate organizations/accounts

• Establish NASBITE Instagram Account (visuals/student audiences) • Follow/Like all NASBITE Partner organizations (if not already)

CHALLENGES

• Social Media, if done right, requires TECHNICAL EXPERTISE and is ever-changing; volunteers and AMC staff are not these experts.

• Skilled manpower and funding are required to do it correctly • ROI can be measured

Discussion Notes: Leveraging Partner Networks (Aleda B, Tammy M, Steve S, Aerek, Carolyn, Kemi) 2025: NASBITE’s CGBP is a (an inter) nationally recognized credential comparable to a CPA. Business sector will recognize and highly seek a CGBP employee to expand their global business (markets) and capabilities (knowledge, procedures) RECOMMENDATIONS

1. Specific marketing strategy to reach organizations with the value proposition of the CGBP. 2. What other credentials or professional development do these organizations have and find ways the CGBP can

compliment. 3. An Advisory Council of the organizations we have and want as Partners could be created with their key contacts

or someone that (each)group appoints and these people are then invited to meet with us once a year. When? – part of one day of our board meeting in the Fall, or part of the one day at the conference, maybe lunch, or the closing reception and a 30min private part of the reception with th3em. They would observe our conference, meet others. But, travel and hotel cost for these persons probably prohibitive for the time (travel half a day for a 30mn- 2-hour reception).

STRENGTHS

1. Ex-officio on the board is very valuable. Perhaps adding ExOs (more) to the board would facilitate relationships. 2. Leverage our strengths: Leverage with EXIM brokers and lenders, have webinars that are on-going not just one-

time- communicate why training is important. CHALLENGES/NEW OPPORTUNITIES

1. Leverage partners network to expand NASBIE reach to business community. a. CGBP is not a high value hiring criteria. Build relationship with SHRM.

2. SHRM and OWIT, market to them so they can start to influence hiring employees w/CGBP. 3. Apply social media platforms with organizations o build, support, our relationships with the, amplify our

messages easily, via their social media outreaches.




4. OWIT- Attend annual conference, Chris Shrage has volunteered to represent NASBITE. 5. Challenge: SIDO relationship must be built. 6. Challenge: EXIM does not pay for their individuals to take the exam. 7. Challenge and Opportunity: SBA - Challenge paying for the exam. Small Business Working: group, needs

relationship built, does not support CGBP. 8. Challenge: Value proposition is not apparent for government partners or business

EXPANDING MEMBERSHIP 1. Leveraging SBNA, Global outreach with CGBP- a challenge, build + prestige in US for reputation in their network

the Small Business Network of the Americas (SBNA).

Discussion Notes: Building the Training Network – CGBP Student Pathway and Corp. Pathway Programs (Gabe S & Jim F) Notes below reflect Student Pathway Program only; didn’t have opportunity to discuss Corp. program 2025:

• That NASBITE and the CGBP credential with be recognized just like SHRM or APIC – as a recognized credential sought

• Student’s will assume they will pursue the CGBP certification; and the credential will be recognized as one that adds value

• CGBP Pass Rates will be built into the performance criteria of Universities • Participation Number: 200 Educational Partners

1,000 Student Pathway Members 200 student test-takers/year

STRENGTHS • Uniquely positioned • Solid brand • Good product • Fits 2-year and 4-year populations • First-mover advantage

CHALLENGES

• Lack of employer awareness • Lack of student awareness • Industry demand • Low student pass rate • Dependable funding to underwrite student participation costs • Faculty resources – breadth, depth, consistency

NEW OPPORTUNITIES

• Influence 4-years • 2 + 2 pathway • Growth in IB education • Growing student population • Model program on SHRM




Discussion Notes: Building the Training Network – SBDC/WTC Training Network, Certified Trainers & Accredited Training Programs (Mike S, Mary M, Maurice K…) 2025: NASBITE is the leading authority and industry standard for global business education, trade credentialing, training and practice.

a. Strategic Position—in the marketplace as the primary resource for Small Business International Trade Educators (SBITE)

i. For SBDC/WTC ii. For other organizations or channels of distribution

iii. For SMEs direct RECOMMENDATIONS

a. Gain and retain membership b. Trade Passport c. Certified professionals, trainers, and programs d. Resources such as topics, workshop agendas and materials e. Resources to enable them to counsel and train SMEs f. Curriculum, workshop topics, list of speakers, webinars, etc.

STRENGTHS

a. SWOT and strategic factor analysis (SFA) b. SFA = SO + ST + WO + WT = Relevant business opportunities c. Hedgehog model = Passion + Best in the World + Economics d. Stop doing/start doing

CHALLENGES

a. Gaining and retaining membership b. Lack of focus—we cannot be all things to all people c. Depth and breadth BOG, membership and others d. Others who are creating and delivering SBITE products and services e. Relevance and value or “benefits” to our membership f. Who is our membership? And is this the profile we want?

NEW OPPORTUNITIES

a. Chambers of commerce b. Service providers c. Higher education institutions d. Future learners and talent seekers e. Instructional technology, methods and techniques

• Parking Lot Items: o 2020 Annual Conference: Jim Foley will serve on the task team focused on developing programming and

forging partnerships for the Conference; CBP and other “Supporting Organizations” will be entitled to a tabletop display based on paid registration(s).

o Jim Foley noted that Certified Trainers have not seen a fee increase despite the Membership dues being increased and recommended the Board consider whether a CT annual fee increase is warranted.




o Jim Foley recommended that NASBITE develop a way to show how close a CGBP is to full recertification (number of credits applied/needed).

o Jim Foley suggested that the Board ask Caroline Thompkins of FITT to present on who FITT is and what they do in terms of global trade training. Suggested delivery at the Spring 2020 BOG meeting.

o Recommendations for 2020 keynote speakers: Andy Karellis, SIDO David Gillum, SBA Associate Administrator of International Trade Margie Shapiro of Shapiro (a Baltimore-based trade logistics company) – also potentially a Summit

Premiere Sponsor Future EC and BOG Meetings: • The EC will meet on Thursday, November 21, 2019 at 2:00 pm Eastern via teleconference • The BOG will meet on Thursday, January 23, 2020 at 2:00 pm Eastern via teleconference • The EC will meet on Thursday, February 27, 2020 at 2:00 pm Eastern via teleconference • The BOG will meet at the close of the 2020 Annual Conference, on Saturday, March 28 from 8:00 am to 4:00 pm in

Savannah, GA Adjourn A motion was made, seconded and carried to adjourn the meeting of the NASBITE Board of Governors. Respectfully submitted, Kathleen A. DeMarco, CAE Executive Director Attachments: • Agenda • Operations & Management Reports • Financial Reports • Key Initiative Updates • Sponsorship and Conference Site Selection Information • BOG Applications

Board of Governors Meeting

September 26-27, 2019

* Voting Item

Hotel Annapolis/Graduate Annapolis 126 West Street, Annapolis, Maryland 21401 - (410) 263-7777

Thursday, September 26, 2019

8:00 a.m. – 8:05 a.m. Welcome and Opening Remarks L. Lowe, President J. Rasmussen, VP

8:05 a.m. – 8:10 a.m. Roll Call & Establishment of Quorum K. DeMarco, ED

8:10 a.m. – 8:15 a.m. Review & Confirmation of Agenda L. Lowe, President

8:15 a.m. – 9:15 a.m. Operations & Management Reports: 1. Approval of Board Meeting Minutes * K. DeMarco 2. Staff Team Updates K. DeMarco 3. Membership & Recertification Report K. DeMarco 4. CGBP Examinations Report K. DeMarco 6. Webinars Report L. Wolff 9:15 a.m. – 9:45 a.m. Financial Reports: M. Seibert 1. 2019-2020 Year-to-Date Financial Report (through August 31, 2019) 2. 2019-2020 Budget and Projections K. DeMarco

9:45 a.m. – 10:00 a.m. Break

10:00 a.m. – 10:30 a.m. Organization/Business Update – What, Where, Why & How? L. Lowe J. Rasmussen 10:30 a.m. – 12:10 p.m. Key Initiative Action Items/Discussion

1. Summit and Conference (10:30 a.m. – 11:30 a.m.) i. 2020 National Small Business Exporters Summit J. Rasmussen

ii. 2020 Annual Conference – Programming K. DeMarco a. Keynote Presentations b. Conference Sessions/Tracks; Sponsor/Partner “Commercial Track” c. 2020 Student Case Competition d. 2020 Awards Program

iii. Sponsors K. DeMarco iv. 2021 Annual Conference Site Recommendations * K. DeMarco v. Proposed (Tentative) 2020 Fall BOG Meeting Dates K. DeMarco

2. CGBP Governance Council (11:30-Noon) E. Smith i. Governance Council Membership Updates

ii. Transition of Exam Administration Services iii. Item Bank Review iv. Incoterms 2020 & Future Exam Form Edits/Development

3. Ex-Officio Member Update (12:00 p.m. -12:10 p.m.) Y. Fujiyama 12:10 p.m. – 1:00 p.m. Luncheon



* Voting Item

Thursday, September 26, 2019 1:00 p.m. – 3:00 p.m. Key Initiative Action Items/Discussion (Continued)

3. CGBP Recertification: (1:00 p.m. - 1:45 p.m.) K. DeMarco i. Recommendation for Implementation of Digital Badging*

ii. Recommended updating of Recertification Requirements* iii. Expanding CEU-worthy training offerings iv. On-site Testing for ATPs – Pilot Program

4. Board Development Report (1:45 p.m. – 2:30 p.m.) A. Bourassa/A. Coon

i. Review of BOG Applications/2020 Nomination Slate * ii. Policy & Procedure Updates*

iii. Officer Nominations 5. External Funding (2:30-2:45 p.m.) D. Doresca

2:45 p.m. – 3:00 p.m. Break 3:00 p.m. – 4:45 p.m. Strategic Planning Discussion – Session 1 Full Board Focus Areas: Core Membership Activities Board Capacity 4:45 p.m. – 5:00 p.m. Recap and Review of Agenda for September 27 L. Lowe Friday, September 27, 2019 8:00 a.m. – 8:15 a.m. Welcome and Opening Remarks L. Lowe J. Rasmussen 8:15 a.m. – 10:15 a.m. Key Initiative Action Items/Discussion

6. Social Media (8:15 a.m. – 8:30 a.m.) L. Lowe

7. Trade Passport Program (8:30 a.m. – 8:45 a.m.) L. Lowe i. Funding Request for Trade Passport Program SEO/Marketing *

8. CGBP Student Pathway Program (8:45 a.m. – 9:00 a.m.) L. Lowe 9. Barbara Moebius Scholarship Program (9:00 –9:30 a.m.) A. Bourassa

i. Funding Mechanisms, Awards *



* Voting Item

Friday, September 27, 2019 8:15 a.m. – 10: 15 a.m. (Continued) Key Initiative Action Items/Discussion (Continued) 10. Strategic Partnerships & Alliances (Continued)

i. Student Internship Program (9:30 a.m. – 9:45 a.m.) L. Lowe ii. Ex-Officio Member Updates (9:45 a.m. – 10:15 a.m.) C. Thompkins

A. Stephens S. Sullivan

10:15 a.m. – 10:30 a.m. Break 10:30 a.m. – 11:30 a.m. Key Initiative Action Items/Discussion (Continued)

11. CGBP Training Resources (10:30 a.m. - 11:00 a.m.) K. DeMarco 12. Corporate CGBP Pathway (11:00 a.m. -11:15 a.m.) L. Lowe 13. SBDC/WTC Training Initiative (11:15 a.m. – 11:30 a.m.) L. Lowe

11:30 a.m. – 12:00 p.m. Host Contract Review/Services Assessment L. Lowe J. Rasmussen

12:00 p.m. – 1:00 p.m. Luncheon 1:00 p.m. – 3:00 p.m. Strategic Planning Discussion – Session 2 Full Board Focus Areas: Building the CGBP Network Expanding NASBITE’s Reach 3:00 p.m. – 3:15 p.m. Break 3:15 p.m. – 4:00 p.m. Priorities Review – Key Initiatives Moving Forward L. Lowe J. Rasmussen 4:00 p.m. – 4:15 p.m. Parking Lot

i. Discussion Items Pending L. Lowe 4:15 p.m. – 4:20 p.m. Upcoming Meeting Dates K. DeMarco EC teleconference: Thurs., November 21, 2019, 2:00-3:30 pm EDT BOG teleconference: Thurs., January 23, 2020, 2:00 - 3:30 pm EDT EC teleconference: Thurs., February 27, 2020, 2:00-3:30 pm EDT BOG Meeting: Sat., March 28, 2020, 8am-4pm in Annapolis, MD 4:20 p.m. – 4:30 p.m. Closing Remarks L. Lowe 4:30 p.m. Adjourn


April 12, 2019 Savannah, Georgia

1 | P a g e D R A F T ‐ S U B J E C T T O A P P R O V A L

Call to Order A meeting of the NASBITE Board of Governors was called to order at 8:00 a.m. Eastern on April 12, 2019 by President Leroy Lowe. Roll Call & Confirmation of Quorum Kathy DeMarco, Executive Director, performed a roll call to establish attendance. A quorum for the purpose of voting was established. The following were in attendance: Kemi Arosanyin Jeanette Benson Aleda Bourassa Amy Coon Dimy Doresca Jim Foley Colette Hart Robert Imbriani Maurice Kogon Deb Lanford Leroy Lowe

Tammy Marquez‐Oldham Mary McKinney Jackie Rasmussen Alberto Rodriguez‐Baez Chris Schrage Mike Seibert Gabriel Shweiri Sarah Singer Joyce Steffan Aerek Stephens Steve Sullivan

Also in attendance: Kathleen DeMarco, CAE, Executive Director Sarah Jackson, Distinguished Fellow Laurie Wolff, Distinguished Fellow Denise Whitford, Connecticut SBDC, CGBP Governance Council Operations & Management Reports

Moved, seconded and carried to approve the minutes of the Board of Governors Meetings held on September 26, 2018 in Savannah, Georgia, and on January 17, 2019 via teleconference.

The CGBP Exam Registration report, provided in advance of the meeting, was reviewed by the Executive Director.

The Membership & Recertification report, provided in advance of the meeting, was reviewed by the Executive Director.

The Financial Metrics Report, provided in advance of meeting, was reviewed by the Executive Director.

Moved, seconded and carried to table the “Summit/Annual Conference Report” to the 2019 Summit & 32nd Annual Conference Review agenda item later in the meeting.

Financial Reports & Preliminary 2019‐2020 Proposed Budget

Year‐to‐date Financial Statements, provided in advance of the meeting, were reviewed by the Executive Director.

The Executive Director reviewed in detail the 2018‐2019 fiscal year‐end projections and preliminary 2019‐2020 proposed operating budget.

o It is anticipated there will be no commission due to Stringfellow Management Group on sponsorships for the 2018‐2020 fiscal year. Leroy Lowe noted that there was little to no volunteer support for the development of new sponsorships, and there was no Premiere Sponsor ($5,000 level) for the 2019 Summit, so sponsorship revenue as a result is lower than in the prior fiscal year.

o Adjustments will be made on the revenue and expense for CGBP Practice Exams.




Business Planning/Strategy Session

Leroy Lowe and Jackie Rasmussen presented a summary of accomplishments for the prior twelve months, including the following, many of which are laying a foundation as future drivers of additional revenue to NASBITE:

o Launch of the CGBP Student Pathway Program and Educational Partner complimentary 9‐month memberships

o Branding of CGBP‐related social media posts o Redevelopment of the NASBITE websites (main site, Conference/Summit site, CGBP site) and increase in

traffic to 8,000‐10,000 unique visitors per month o Launch of new Member Benefits: discounts on trade tools and programs o Launch of the CGBP Exam Prep modules via the MindEdge online learning platform o New and expanded partnerships with national and international organizations

Maurice Kogon noted that SIDO declined a formal partnership due to the “entry level” of the CGBP and its lack of direct relevance to the SIDO members; Leroy Lowe will follow up with SIDO again

Leroy Lowe is seeking volunteers to serve as liaisons with these organizations and the following volunteered:

NCBFAA: Bob Imbriani

OWIT: Chris Schrage

AAEI: Bob Imbriani

ICPA: liaison needed

AFA: Bob Imbriani o Growth of the Student Case Competition

In order to drive sponsorship growth, a task team will be formed to work with the Executive Director and monthly telephone meetings will be scheduled to keep momentum going.

o A “sponsor satisfaction” survey should be developed to gather feedback on what current sponsors see as true benefits; the sponsorship program should be reviewed with respect to this feedback

o Sponsor solicitation needs to begin earlier in the year, before 2020 budgets are set so funding can be available for the sponsors to fully participate in the Summit and Conference in 2020

Leroy and Jackie discussed in detail all current and potential revenue sources and discussed how the development of these programs can help drive additional margin for NASBITE operations.

Leroy proposed the development of a “Trade Passport Program” which he envisions as a web‐based educational library, offered on a subscription basis, specifically for use by SBDCs in training staff and clients:

o The goals are to develop a training tool for SBDCs to train SME clients (and eventually lead to them sitting for the CGBP exam); and to increase visibility of NASBITE and its programs, especially the Summit and Conference, among SMEs.

o Content development of 50 to 80 educational webinars is planned; all content will be NASBITE‐branded. Some content will be “free” with subscription and some content will be for an additional fee (such content will be that offered by NASBITE Certified Trainers, so as not to compete with their training offerings) Bob Erwin may be able to assist; Maurice Kogon can also assist, as he has identified four areas of

content specifically of use by SBDCs o The initial subscription fee will be $975.00, and preliminary verbal commitment to the idea has been given

by several SBDC representatives; continuing subscription fee is proposed at $400 per year o Moved, seconded and carried, with two abstentions (Foley, Doresca) to commit to the Trade Passport

project with SBDC state director support, with no less than $12,000 in revenue and estimated expenses of $3,000.




Moved, seconded and carried to create an Outstanding Exporter CGBP Pathway program for DEC‐nominated personnel and DEC member SMEs.

Case Competition at Annual Conference: a task team will be formed, led by the Executive Director, to develop recommendations for the 2020 competition. The 2019 competition had 17 teams involved, a large increase over the prior year where there were 7 teams competing.

Membership Services driven by the Member Services Task Force has developed communications and a new marketing piece, focused on the benefits of Membership, in support of the recent Board decision to separate NASBITE Membership from CGBP certification status. Communications are planned to encourage CGBPs to purchase NASBITE Membership and continue to recertify as CGBPs.

The 2019 National Small Business Summit was successful in attracting 99 attendees, and exceeded revenue targets. Special recognition was given to Jackie Rasmussen, Aleda Bourassa and Joyce Steffan for their coordination of the program and recruitment of Honoree exporters.

In summary, the continuing and new initiatives discussed have the potential to generate over $50,000 in additional revenue for NASBITE. It will be essential to form task teams to focus on these initiatives and continue to develop new benefits and programs for the NASBITE community.

Jim Foley recommended that efforts be focused on increasing the recertification rate for CGBPs. The Executive Director was tasked with leading this effort, but volunteers are needed to support it. Jim noted the prior proposal to offer digital badging for the CGBP; he will revisit the proposal originally made in 2016‐2017 and will present to the Board for further consideration.

Kemi Arosanyin recommended that NASBITE seek to “globalize” the CGBP credential, since the vast majority of CGBPs are located within the United States. Leroy Lowe noted that this is a longer‐term goal; prior to 2014 when the new exam forms were launched, there was a Spanish‐language version of the exam, but the new exam form was not translated due to low usage at the time coupled with the cost of translation. Dimy Doresca recommended that globalization of the CGBP be part of the next strategic plan and that a region‐by‐region approach be considered.

Task Team recruitment and confirmation of Task Team leaders and volunteers will be coordinated by the President and Vice President, and the Board will be apprised via email of confirmed assignments.

NCBFAA‐NASBITE Collaboration

George Cummings, a representative of the National Customs Brokers & Forwarders Association of America (NCBFAA) joined the meeting and presented on behalf of NCBFAA. Presentation is attached to the original of these minutes, for reference.

o NCBFAA is interested in forming a joint working group to define needs and expections for future potential collaboration among the two organizations. Potential areas of discussion include: Cross‐credits for CE courses. Cross promotion and attendance at each other´s events – booth exchange. Encourage each membership to get certified by the other.

o NCBFAA invited NASBITE to send one representative to attend and exhibit at the GTEC (Global Trade Education Conference) in New Orleans, July 29‐30 on a complimentary basis (NASBITE provided NCBFAA with a complimentary registration and tabletop display at the 2019 Conference).

George Cummings left the meeting and the Board of Governors reached consensus to explore opportunities for future collaboaration with NCBFAA.

Bob Imbriani volunteered to attend GTEC on behalf of NASBITE in July 2019.




Ex‐Officio Organization Updates:

SBA: Steve Sullivan reported on the following: o SBA held a “Listening Session” during the NASBITE Conference with six representatives of the Summit

Honorees, to gather feedback on SBA programs and services from SMEs o David Glaccum was recently appointed Associate Administrator of the SBA’s Office of International Trade

(OIT). Glaccum was formerly Chief of Staff to United Nations Ambassador Nikki Haley. o President Trump just announced his nomination of Jovita Carranza to replace Linda McMahon as SBA

Administrator, a Cabinet‐level position. Since June 2017, Carranza has served as treasurer of the U.S. She previously served as deputy administrator of the Small Business Administration under President George W. Bush. McMahon’s resignation is effective April 12.

o The TPC Small Bsuiness Working Group will begin meeting monthly; on its agenda is the development of a small business export strategy.

o The second annual World Trade Month will be celebrated in May, with a four‐part webinar series “Go Global” to be presented each Thursday beginning with the second Thursday.

EXIM Bank: Aerek Stephens reported on the following: o The National Small Business Exporters Summit held in conjunction with the NASBITE Conference was an

excellent opportunity for EXIM Bank to learn more about small business exporters; EXIM participated in the “Ask the Experts” panel as part of the Summit.

o Kimberly Reed has been nominated to the position of President and Chairman of EXIM Bank; Aerek Stephens read a statement prepared by Reed for the NASBITE Board of Governors.

o On April 11, EXIM Bank entered into a memorandum of understanding (MOU) with the Ministry of Finance of the government of Angola to increase trade of goods and services between the United States and Angola.

o The EXIM Bank Annual Conference, held March 28‐29 in Washington, DC, was somewhat impacted by the federal government shutdown but proceeded and offered two days of programming.

o Aerek noted that all of the 2019 NASBITE Awards receipients had a connection to EXIM Bank. o Aerek discussed the Regional Export Promotion Program (REPP) which brings state, county, and local

nonprofit economic development entities together with EXIM Bank in partnerships designed to expand export opportunities. An application process is the pathway to REPP membership.

Report from Distinguished Fellows

Jeanette Benson, Distinguished Fellows chair, reported on recent and future activities as discussed by the Fellows at the meeting of the Fellows which was held on April 10:

o The Fellows supported the 2019 Awards program by soliciting nominations, reviewing applications, and presenting the Awards. The Fellows also facilitated the Program Excellence Awards panel session held on April 11.

o The Fellows supported the review and evaluation of training materials proposals. o The Fellows will review current Policy & Procedures with respect to the Awards program and make

recommendations to clarify eligibity requirements and items needed with a nomination.




CGBP Exam Administration Vendor Recommendation

Jackie Rasmussen reported to the Board on the RFP process that sought proposals for NASBITE exam administration services. A “search team” comprised of NASBITE Officers, representatives of the Governance Council, and the Executive Director reviewed and evaluated proposals and participated in online demonstrations with two vendors who were deemed the best fit in terms of their full‐service capabilities, pricing proposals, and experience.

Jackie noted that the transition to a new vendor will be a several‐months‐long process and that there is potential that there will be a three to four month period during which fees will be payable both to TesTrac as well as the new vendor. The goal is to have the new vendor ready to administer the CGBP exam for the September 2019 window.

Gabriel Shweiri asked whether the proposed vendors are able to accommodate “testing centers” where schools/trainers can host testing of multiple candidates at one time. Jackie responded that this was included in each proposal and NASBITE must develop policy and procedures to guide this potential expansion of testing capabilities.

Jackie Rasmussen noted that the top two vendors each use Examity as the virtual proctoring service for their online examinations (Examity, formerly BVirtual, is the online proctoring service used by the current vendor, TesTrac.)

Moved, seconded and carried to approve the pursuit of a contractual relationship with Scantron for the administration of the NASBITE CGBP examination and related services, for an initial term of three years.

Officer, Executive Committee Appointments for 2019‐2020

Moved, seconded and carried to confirm the appointment of Michael Seibert, CGBP, for a one‐year term as NASBITE Secretary/Treasurer, to fulfill the unexpired term of Larry Dill who tendered his resignation to the Board of Governors effective April 12, 2019.

The President’s appointments to the Executive Committee for the 2019‐2020 term will be recommended to the Board of Governors for its approval during the next Board of Governors meeting, which will be held in May or June 2019 via teleconference.

Board Development Report

A report on Board Development activity was presented to the Board, a copy of which is attached to these minutes. o See attached report for a detailed summary of responses from the 2018 survey.

The annual Board Self‐Evaluation Survey was conducted in 2018 and will be conducted in summer 2019.

Mentors will be matched to newly‐elected Board members.

An online/telephone Board Orientation session was held in March 2019 for nominees; the recorded session is archived on the NASBITE Board Resources web page.

All Board members will be requested to review and sign the annual Board Commitment Pledge. 2019 Summit & 32nd Annual Conference Review

Kathy DeMarco provided an update on the 2019 Summit and Conference attendance and preliminary revenues and expenses. Based on projections, the events will generate net revenues of approximately $30,000.

The Summit and Conference evaluation surveys will include a question as to whether the respondent was a first‐time attendee and if so, how they learned about the event they attended. The response data will help with future promotion planning.

Kathy DeMarco reported that fewer than 20 attendees downloaded the Conference mobile application, approximately the same number as the prior year. The cost to develop the mobile app is $3,325 per year. The Board reached consensus to discontinue the offering of a mobile application due to the low usage relative to the cost. Kathy DeMarco noted that some sponsor benefits are delivered via the app, so a review and revision of sponsor benefits will be done for the 2020 sponsorship program.




Pre‐Conference workshop attendance was very low. More discussion is needed as to whether this offering should be continued in future years. More marketing efforts to local businesses may help drive attendance.

2021 Conference Location Selection

Leroy Lowe questioned the use of a third‐party hotel selection and contracting service (HelmsBriscoe), which is compensated via a commission based on (but not added to) on hotel room rates by NASBITE attendees. He recommended that Stringfellow Management Group cease use of the third‐party service for NASBITE site sourcing, negotiate a room rate commission in NASBITE contracts, and rebate the commission to NASBITE.

Kathy DeMarco reported that the work performed by HelmsBriscoe is to the benefit of NASBITE, in that HelmsBriscoe leverages its enormous buying power to NASBITE’s advantage, and performs a large number of hours of research and development of recommendations for sites, especially since NASBITE seeks proposals from multiple locations for each year. NASBITE pays no fee for this service. HelmsBriscoe has also served in a negotiating role when NASBITE room block pickup is less than minimum and when other contractual issues arise.

To move forward, the Executive Director will finalize the “site selection success factors” scoring matrix, which will be applied to recommended cities for future NASBITE Conferences. A task force will score proposed cities, will seek approval from the Board of its highest‐ranking city, and management staff will research and recommend sites in one city per Conference year. This new process will streamline the process and ensure that sites are being selected based on factors important to the success of the NASBITE Summit and Conference.

SMG‐NASBITE Partnership Review

Leroy Lowe requested that this item be tabled for future discussion.

The Board will conduct an assessment of management services and share its feedback with SMG at a later date.

The current management agreement has a renewal date of December 31, 2020. STEP Grant

Leroy Lowe reported that in some states, STEP grant funding is available and NASBITE could benefit. Unfinished Business, Parking Lot and Closing Remarks

Laurie Wolff reported that her university has funding for a student intern to conduct a research project for NASBITE. She recommended a follow up study on the CGBP, focusing on SME employers and their awareness of and perceptions of the CGBP credential, and what skills they deem critical for hiring for international trade‐related jobs.

The Officers will follow up with Laurie to further discuss this research opportunity.

Dimy Doresca recommended that the Board consider new fundraising strategies to build the NASBITE reserves, e.g. estate planning mechanisms for endowments to NASBITE. Leroy Lowe recommended that Dimy research such options and bring information to the Board for its consideration.

Adjourn A motion was made, seconded and carried to adjourn the meeting of the NASBITE Board of Governors. Respectfully submitted, Kathleen A. DeMarco, CAE Executive Director Attachments


July 31, 2019 Via Teleconference


Call to Order A meeting of the NASBITE Board of Governors was called to order at 11:00 a.m. Eastern on July 31, 2019 by President Leroy Lowe. Roll Call & Confirmation of Quorum Kathy DeMarco, Executive Director, performed a roll call to establish attendance. A quorum for the purpose of voting was established. The following were in attendance: Kemi Arosanyin Aleda Bourassa Amy Coon Dimy Doresca Jim Foley Colette Hart Robert Imbriani Maurice Kogon Deborah Lanford Leroy Lowe

Tammy Marquez-Oldham Jackie Rasmussen Chris Schrage Mike Seibert Gabriel Shweiri Elizabeth Smith Joyce Steffan Aerek Stephens Stephen Sullivan Caroline Tompkins

Also in attendance: Kathleen DeMarco, CAE, Executive Director Laurie Wolff, Distinguished Fellow Management Reports • The CGBP Exam Registration report, provided in advance of the meeting, was reviewed by the Executive Director. It

was noted that certification is down 25% but several initiatives including the Student Pathway program are underway to increase the number of certification applications.

• The Membership & Recertification report, provided in advance of the meeting, was reviewed by the Executive Director. Future reports will provide data on new CGBPs who also purchase NASBITE Membership.

• The Financial Metrics Report, provided in advance of meeting, was reviewed by the Executive Director. • Kathy DeMarco reported that two policies are in force for risk management:

o General Liability coverage, renewed on August 1, 2019 for one year o Directors’ and Officers’ liability coverage, renewed on August 1, 2019 for two years o Policy information may be found on the Board Resources web page

2019-2020 Proposed Budget Review & Approval • Mike Seibert and Kathy DeMarco presented and reviewed the 2019-2020 final budget proposal, as provided in

advance to the Board. • Moved, seconded and carried to establish a team registration fee of $850 for the 2020 Student Case Competition. • The Board supports the purchase of Conference Cancellation Insurance for the 2020 Annual Conference with an

estimated cost of $250. • Moved, seconded and carried to approve the 2019-2020 proposed budget with budgeted revenues of $292,464,

budgeted expenses of $262,898 and budgeted net revenue of $29,566.


July 31, 2019 Via Teleconference


Student Pathway Initiative: Student Ambassador Program • Leroy Lowe presented a proposal for a Student Ambassador program to support the Student Pathway initiative, as

described in a proposal that was provided to the Board in advance of the meeting. • Moved, seconded and carried to waive the $75 Student Pathway fee for one Ambassador per Educational Partner

institution and to waive the $195 Student Pathway CGBP examination fee for Ambassadors who recruit five or more new Student Pathway members from the same institution in one academic year.

CGBP Corporate Pathway Program/National DEC Trade Passport Program • Leroy Lowe updated the Board regarding the development of a CGBP corporate pathway as approved by the Board

in April 2019 and outlined the terms of a draft MOU with the National Association of District Export Councils (NADEC). The MOU provides for a bundled group of benefits to be promoted to and sold to its members by NADEC, as follows:

o A Complete 4 Domain Study Pack o A 20% Discount on MindEdge CGBP Exam Prep Study Modules o Access to the CGBP Practice Exam o CGBP Exam Registration

• NADEC will promote this pathway to the CGBP credential to its members (there are 63 DECs with over 2,000 corporate clients) at $395 per participant. NADEC will identify interested and eligible companies via the DEC network; DEC members and nominated companies that are interested will pay on the DEC website and an aggregated list will be sent monthly to NASBITE. NASBITE will invoice NADEC monthly, based on the number of participants submitted each month, at $295 per participant. In addition, NADEC educational activities will be submitted for preapproval by NASBITE for CEU credits; NASBITE and NADEC agree to reciprocal cross-conference promotion; and NADEC will act as a National Small Business Exporter Summit supporting organization at no cost to NADEC.

• Finalization of the MOU is anticipated in August; updates will be provided to the Board in September. Adjourn A motion was made, seconded and carried to adjourn the meeting of the NASBITE Board of Governors. Respectfully submitted, Kathleen A. DeMarco, CAE Executive Director

Registered Tested No-Shows PassedPassRate

No-ShowRate

August 2014 58 52 6 27 52% 10%December 2014 69 53 16 31 58% 23%March 2015 45 35 10 16 46% 22%June 2015 59 47 12 24 51% 20%2014-15 FY: 231 187 44 98 52% 19%

August 2015 53 44 9 24 55% 17%December 2015 101 84 17 46 55% 17%March 2016 38 25 13 18 72% 34%June 2016 57 39 18 26 67% 32%2015-16 FY: 249 192 57 114 62% 25%

September 2016 32 29 3 16 55% 9%December 2016 73 61 12 29 48% 16%March 2017 34 28 6 10 36% 17%June 2017 34 31 3 17 55% 8%2016-17 FY: 173 149 24 72 48% 13%

September 2017 28 21 7 12 57% 25%December 2017 66 53 13 25 47% 19%March 2018 32 22 10 16 73% 31%June 2018 40 33 6 18 55% 15%2017-18 FY: 166 129 36 71 55% 22%

September 2018 26 24 2 14 58% 8%November 2018 36 33 3 17 52% 8%March 2019 29 25 4 10 40% 14%June 2019 33 25 8 17 68% 24%2018-2019 FY: 124 107 17 58 55% 14%

September 2019 30November 2019 8March 2020 0June 20202019-2020 FY: 38

CGBP Metrics

TOTAL CGBPs Awarded: 2,079

NASBITE International Management Report - September 2019

Sept. 2019 Aug. 2019 Sept. 2018

CGBPs - Currently Certified: 424 PurchasedMbrship

1st Recert.%age 417 486

NEW CGBPs: Certified in June 2019 - 1st recert due 1/1/2021 17 8

NEW CGBPs: Certified in March 2019 - 1st recert due 1/1/2021 10 4

NEW CGBPs: Certified in November 2018 - 1st recert due 1/1/2020 17

NEW CGBPs: Certified in September 2018 - 1st recert due 1/1/2020 14

NEW CGBPs: Certified in June 2018 - 1st recert due 1/1/2020 18

NEW CGBPs: Certified in March 2018 - 1st recert due 1/1/2020 16

NEW CGBPs Certified in December 2017 - 1st recert due 1/1/2020 25

Of the 12 CGBPs Certified in September 2017 - 1st recert due 1/1/2019 9 75%

Of the 17 CGBPs Certified in June 2017 - 1st recert due 1/1/2019 8 47%

Of the 10 CGBPs Certified in March 2017 - 1st recert due 1/1/2019 4 40%

Of the 29 CGBPs Certified in December 2016 - 1st recert due 1/1/2018 16 55%

All other currently recertified CGBPs (recertification was due 1/1/2019) 101Certified Trainers (automatic recertification with renewal of CT status) 39CGBPs due to recertify in 2019 year, but not yet PAID: 130 136 152

TOTAL CURRENT CGBPs: 424 553 638CGBPs due to recertify in prior year, but not yet PAID:(These CGBPs continue to be actively solicited for recertification) 127 128 176

Institutional Memberships: five or more individuals $125/person $125/year $495/year

Current (dues paid and membership current): 1 3 4Current (dues payable, but not yet invoiced and/or paid) 0 0 2

TOTAL: 1 3 6Institutional Memberships: two to four individuals $135/person $135/year $285/year


TOTAL: 9 6 3Educational Partner Schools Officially Registered as Complimentary for 9 months: 65 64 N/A

Educational Partner Schools no longer in Complimentary period: 42TOTAL NUMBER OF EDUCATIONAL PARTNERS: 107

Educational Partner Schools Converted to Members or added to existing mbrshp: 10

Individual Memberships: $149/year $149/year $95/year


TOTAL: 44 44 35Student Memberships: $25/year $25/year $25/year


TOTAL: 6 6 10Student Pathway Memberships: $75 - 2-year membership

Current (dues paid and membership current): 128 126 NACurrent (dues payable, but not yet invoiced and/or paid) 0 0 NA

TOTAL: 128 126 NALifetime Memberships: 12 12 7TOTAL: 689 814 699

NASBITE International Management Report - September 2019

CGBP Recertification and Membership Renewal Metrics

NASBITE Management Report: Membership Analysis & Recommendations September 2019 The chart on the following page shows the changes in NASBITE Membership over a three‐year period. Please note,

CGBP Membership (certified individuals who have or had “automatic” Membership by virtue of being a CGBP) are

NOT included in the data displayed.

NASBITE’s focus in past years, until around 2017‐2018, has been largely focused on developing the CGBP

Certification program, and not necessarily on creating value for and communicating value to Members and

prospective members who are not CGBPs.

In the two‐year period 2016 – 2018 there was very little change in the non‐CGBP Membership, other than a slightly

upward trend in Individual Membership. With the launch of the Student Pathway Program and the new

“memberships” created by virtue of the program (Student Pathway Members and Educational Partner members),

you can see the total membership increase significantly.

In 2018, at the recommendation of the Membership Services Task Team, several actions were taken to shift focus

onto the value of Membership:

Review and update of the BENEFITS of and VALUE derived from NASBITE Membership

Updating of Membership BENEFITS and VALUE Information on website

Launch of “Member Discounts” partnerships, with 8 vendors which are offering special incentives to

NASBITE Members (a new Member Benefit)

Separation of CGBP Certification from NASBITE Membership:

o CGBPs will no longer “automatically” become NASBITE Members when they are certified

o CGBPs that have enjoyed “automatic” membership in the past will now be required to purchase

NASBITE Membership

Simplification of Membership categories and adjustment in membership dues

Creation and distribution of social media messaging regarding the value of Membership

As of January 1, 2020, approximately 300 CGBPs will no longer receive automatic Membership and will be

encouraged to both recertify AND pay to join NASBITE as a Member. This is a critical opportunity for NASBITE and

following are the short‐term plans in place to re‐capture a critical mass of this targeted segment:

Beginning in September 2019, monthly messaging regarding the separation of CGBP status and

Membership is being distributed by personalized email to all CGBPs who will lose automatic member

status as of 1/1/2020.

o Due to timing of 2020 Annual Conference registration (launching in fall 2019), we will be

encouraging these individuals to either register in 2019 (when they can get the Member

registration rate) or if they wait to register until after 12/31/2019, to purchase a new

Membership prior to registering for the Conference. Member registration rates are $200 less

than non‐Member rates and the most expensive Membership type is $149, so purchasing a

Membership will still be less expensive than having to pay the non‐Member rate.

o To make it easy for our CGBPs to purchase Membership, we are waiving the normal “application”

process and streamlining their purchase online. These individuals will be able to recertify and

purchase a Membership in one process.

Longer term, specific plans need to be formulated to promote NASBITE Membership to a broader audience. We

have been collecting contact data for non‐Members via several sources which can be used to promote

Membership:

collection of non‐Member webinar participants (from both NASBITE‐facilitated webinars as well as the

Shipping Solutions webinars) – list is approximately 600 individuals

collection of contact data from NASBITE website visitors who:

NASBITE Management Report: Membership Analysis & Recommendations September 2019

o download various resources, such as the CGBP Practice Delineation, CGBP Self‐Study and Review

Guide

o click the “Register Now” button for CGBP exam prep training and CGBP Pre‐Approved

Recertification courses/programs

Attendee contact lists from trade shows/Conferences where NASBITE exhibits (ASBDC, NCBFAA, etc.)

Design and deployment of social media content, to be posted on NASBITE accounts but also on 30+

Groups related to international trade and training

The Member Services Task Team will lead this effort with support from NASBITE staff.

Sept. 2016 March 2017 Sept. 2017 March 2018 Sept. 2018 March 2019 Sept. 2019

TOTAL MEMBERS 45 43 45 43 61 232 307

Lifetime Members 8 6 7 7 7 12 12

Educational Partner Schools 52 107

Student Pathway 114 128

Student Members 4 4 7 5 10 6 6

Institutional Members (2‐4) 2 3 2 9

Institutional Members (5+) 12 12 8 3 6 4 1

Individual Members 21 21 23 26 35 42 44

NASBITE Membership 3‐year Trend (Not Including CGBP Memberships)

NASBITE Management Report: CGBP Recertification Analysis & Recommendations September 2019 The chart below shows the trend in CGBP certification status for the prior three year period. It is clear that there is

a downward trend in CGBP certification.

Provided below are recommendations to improve CGBP recertification rates, for the Board’s consideration.

First, a few obvious and “known” issues have likely impacted recertification to some degree:

‐ increase from $50 to $75 for annual recertification fee in 2019… while there was minimal “pushback” from

CGBPs who did pay the higher fee this year (just a few commented that it was a big increase with little warning),

we do not know to what degree this has impacted the decision not to recertify among the people we HAVEN’T

heard from. Lisa continues to send monthly emails to CGBPs who are not recertified (for 2019 and for 2018); the

emails provide details on how to pay the fee, where to get CEU‐eligible training (although the sources of

Recertification Credit training have declined since we changed the training listing policy to a fee‐share v. the flat

fee, in the past year), and how to submit their CEUs.

‐ the biggest factor for non‐recertification seems to be submission of CEUs… Lisa says the data shows that there

are CGBPs who pay the recertification fee but do not submit any, or all 10, CEUs to become fully recertified.

Digging into this a little deeper, people tell Lisa they have difficulty finding time and opportunities to earn the 10

CEUs each year, and submitting them is cumbersome. A couple of comments:

‐ we have streamlined and improved the CEU submission process; it is now a very simple online form,

with the option (not required) to submit documentation; if you recall, the policy for requiring

documentation for every CEU was changed within the past two/three years, to make it easier to submit.

Submittal used to be via a PDF‐fillable form, but we’ve created and now offer an online form

‐ Lisa still has to review all of these submissions and apply the CEUs to the CGBPs’ records. Once they

reach the 10 CEUs for the year (and paid the fee) she notifies them by email.

199 226376

486358 294

431539 221

152

189130

630

765

597638

547

424

MARCH 2 0 17 S EP T . 2 0 1 7 MARCH 2 0 18 S EP T . 2 0 1 8 MARCH 2 0 19 S EP T . 2 0 1 9

CGBP Certif ication & Recertif ication ‐ 3‐year Trend

CGBPs Currently Certified CGBPs Pending Recertification TOTAL CGBPs

NASBITE Management Report: CGBP Recertification Analysis & Recommendations September 2019

‐ At certain times of year (especially 1st Quarter) Lisa receives a very high number of CEU submissions,

and it can take two to three weeks for her review and the applying of confirmed CEUs to the individual

records ‐‐ a majority of CEU submissions are made in the first quarter, when recertification is due; she also

applies CEUs from the Annual Conference, and from NASBITE‐facilitated webinars and, recently, Shipping

Solutions webinars. Some CGBPs complain that their CEUs are not INSTANTLY shown in their online

profile; this is not possible with the need to review submissions and with the Certification module of the

database.

‐ there is a proposal for permitting CEUs for “hours worked” and I recommend this be implemented to

further help facilitate the crediting of CEUs.

‐ there is the question of VALUE ‐‐ for some, the “what’s in it for me?” is not apparent enough to get them to

maintain their certification each year.

‐ see the comments below, regarding findings from the 2016 SIUE research of CGBP holders

‐ the concept of digital badging can add to the value equation; the BOG will consider the investment and

the value of this aspect of the CGBP program . I feel it can definitely be a marketing tool for

recertification!

CGBP Survey Results

As you may recall, there was SIUE Research done on behalf of NASBITE, in Fall 2016, which focused on CGBPs and

their attitudes/perception of value of the credential, and which specifically notes the issues surrounding

recertification.

Overall, the CGBP appears to have accomplished what it intended around ensuring people have a broad

understanding of the 4 main content areas. Most people feel fairly competent in those areas. There are, however,

some important opportunities for NASBITE to consider regarding the recertification process, and general

awareness of the CGBP itself.

First, the recertification process has had its issues. Annual recertification is challenging(1) and CEUs are not readily

available(2). The website itself is also not very user friendly.(3) Specifically, one respondent argued that materials

available for recertification are mostly focused on NASBITE activities, and not on general career or professional

activities. I would recommend NASBITE compare their recertification standards with other voluntary certifications

to benchmark best practices on recertification(4). Two strong recertification processes I can recommend are HRCI,

and their PHR/SPHR certifications, as well as SHRM, and their SHRM‐CP/SCP certification. Both have longer

certification timelines than one year, and allow for professional activities beyond SHRM/HRCI activities to be

counted in CEUs. (5)

Second, many are choosing not to recertify because they don’t believe there is value in doing so and because

employers are not aware of the certification.(6) This would require greater effort from NASBITE to market the CGBP

to employers, and demonstrate value to them so they acknowledge and reward those with the CGBP over the

course of employment.

NASBITE Management Report: CGBP Recertification Analysis & Recommendations September 2019

(1) Jim Foley has reported to the Board that the “norm” among large certifications is not annual, but every three

years.

(2) As previously mentioned, the NASBITE website offers fewer Recertification Credit‐approved webinars and

trainings than compared to the past due to the change in policy on fee‐share v. flat fees to list training. Although

this survey was done before this change in policy, I think the policy change has further eroded the perception of

availability of recertification credits.

(3) I think we have made GREAT strides in improving the usability of the website ‐ this survey was done in 2016

when the old YourMembership‐generated website was in place. Since then, we’ve launched the new CGBP pages,

and added a lot more functionality.

(4) Jim Foley has done this and has reported to the Board.

(5) see (1)

(6) I am glad to know that the follow up SIUE research project will target employers. I think we need an “employer

mandate” for the CGBP and to do so we need to understand their current perceptions and knowledge ‐‐ and, we

will need to implement and facilitate tools to engage CGBP‐seeking employers with CGBPs, students, Educational

Partners, etc.

Recommendations:

As we build out programs like the Educational Partnerships, Student Pathway Programs, and partnerships with

other organizations to GENERATE more CGBPs, we also need to ensure commensurate focus on MAINTAINING the

CGBPs we have and put focus on this issue to support the improvement of recertification rates:

‐ adding value to the CGBP: implementing digital badging and digital certificates, et al ‐ and later, sharing

data from Employer survey supporting the value to employers

‐ updating recertification requirements: streamlining recertification processes (every 3 years, rolling

basis); implementing CEUs for hours worked (with a max out of the 10 required per year); etc.

‐ expanding CEU‐worthy training offerings: reverting to flat‐fee for listing training to encourage more

institutions/trainers to list their programs

NASBITE InternationalStatement of Financial Position

August 31, 2019

ASSETSCurrent AssetsChecking / Savings1003-00 PNC Checking $ 11,3991005-00 PNC Money Market 75,764

Total Current Assets 87,163

Other Assets/Invesrtments1054-00 Prepaid Management Fee & Exp 8,0001200-00 Accounts Receivable 15,5921300-05 Computers & Printers 3,1971300-07 Accumulated Dep - Comp (3,197)1400-00 CGBP Exam Preparation 43,7521410-00 Accumulated Amortization -Exam (43,752)

Total Other Current Assets 23,592

TOTAL ASSETS $ 110,755

LIABILITIES & NET ASSETS

Current Liabilities2400-00 Deferred CGBP $ 2,765

Total Current Liabilities 2,765

TOTAL LIABILITIES 2,765

Net Assets3996-00 Board Restricted Net Assets 8753999-00 Unrestricted Net Assets 109,336

Net Income (2,221)

TOTAL NET ASSETS 107,990

TOTAL LIABILITIES & NET ASSETS $ 110,755

*Board Restricted Net Asset is for the Moebius Scholarship.

For Management Purposes Only

Page: 1

NASBITE InternationalStatement of Activities

Two Months Ending August 31, 2019

Current YTD YTDMonth Actual Budget Variance

Revenues4000-00 Membership $ 2,107 $ 3,155 $ 19,207 (16,052)4100-00 Conference Revenue 0 0 135,460 (135,460)4200-00 Sponsorships 0 0 35,000 (35,000)4500-00 CGBP Revenue 3,815 7,725 86,797 (79,072)4600-00 Webinars 0 75 0 754905-00 Apparel 30 30 400 (370)4911-00 Interest Earned 11 25 0 254920-00 Trade Passport Program 0 19,500 15,600 3,900

Total 5,963 30,510 292,464 (261,954)

Expenses5100-00 Conference Expenses 318 6,402 113,358 106,9565800-00 CGBP Expense 2,885 6,160 24,350 18,1907000-00 Partner Relations Expense 0 0 1,200 1,2008100-00 BOG Expenses 0 0 4,500 4,5008600-07 Marketing Collateral & Dev 212 212 1,000 7888600-17 Website Development/Maint 138 700 3,000 2,3008600-20 Zoom Webinar Fees 105 210 1,260 1,0509000-00 Administrative Expenses 8,656 19,048 114,230 95,182

Total Expenses 12,314 32,732 262,898 230,166

Net Increase (Decrease) $ (6,351) $ (2,222) $ 29,566 31,788

Page: 1

NASBITE InternationalStatement of Cash Flow

Two Months Ended August 31, 2019

Current Month Year to Date

Cash Flows from operating activitiesNet Income $ (6,350.76) $ (2,221.03)

Adjustments to reconcile netrevenue to net cash providedby operating activitiesPrepaid Expenses 0.00 6,000.00Accounts Receivable (97.00) 270.00Miscellaneous Receivable 0.00 1,605.34Accrued Expenses 0.00 (514.39)Deferred Trade Passport Prog 0.00 (19,500.00)

Total Adjustments (97.00) (12,139.05)

Net Cash provided by Operations (6,447.76) (14,360.08)

Cash Flows from investing activitiesUsed For

Net cash used in investing 0.00 0.00

Cash Flows from financing activitiesProceeds FromUsed For

Net cash used in financing 0.00 0.00

Net increase <decrease> in cash $ (6,447.76) $ (14,360.08)

SummaryCash Balance at End of Period $ 87,163.39 $ 87,163.39Cash Balance at Beg of Period (93,611.15) (101,523.47)

Net Increase <Decrease> in Cash $ (6,447.76) $ (14,360.08)

Page: 1

NASBITE InternationalStatement of Activities - Annual Conference



Revenues4100-03 Registration $ 0 $ 0 $ 89,250 (89,250)4100-05 Registration - Student 0 0 2,550 (2,550)4100-07 Registration - Day Rate 0 0 3,125 (3,125)4100-08 Case Competition Team Fee 0 0 11,900 (11,900)4100-12 Summit Registration Fees 0 0 23,500 (23,500)4100-13 CGBP Pre Conference Boot 0 0 5,135 (5,135)4200-03 Sponsorships 0 0 35,000 (35,000)

Total Revenues 0 0 170,460 (170,460)

Expenses5100-03 Attendee Gifts 0 0 500 5005100-05 Audio Visual 318 402 16,950 16,5485100-07 Awards 0 0 600 6005100-16 Boot Camps/Workshops 0 0 900 9005100-17 Friday Closing Reception 0 0 3,000 3,0005100-18 Convention Cancellation Ins 0 0 250 2505100-25 Food & Beverage 0 6,000 80,558 74,5585100-45 Exporter Summit Expenses 0 0 800 8005100-51 Program Guides 0 0 3,000 3,0005100-63 Shipping Costs 0 0 250 2505100-75 Staff Travel-Conference 0 0 3,000 3,0005100-83 Student Case Competition 0 0 2,450 2,4505100-85 Supplies & Activities 0 0 1,100 1,100

Total Expenses 318 6,402 113,358 106,956

Increase (Decrease) $ (318) $ (6,402) $ 57,102 63,504

Page: 1

NASBITE InternationalStatement of Activities - CGBP



Revenues4500-03 CGBP Exam $ 2,855 $ 5,270 $ 48,325 (43,055)4500-07 CGBP Practice Exam 0 260 2,313 (2,053)4500-21 CGBP Plaques and Awards 60 120 500 (380)4500-39 CGBP Program Accreditati 0 0 4,400 (4,400)4500-41 CGBP Trainer Certification 300 900 1,200 (300)4500-45 CGBP Recertification 600 1,175 26,250 (25,075)4500-52 CGBP Training Matl. Royal 0 0 3,809 (3,809)

Total Revenues 3,815 7,725 86,797 (79,072)

Expenses5800-21 Marketing 0 0 1,000 1,0005800-31 Online Practice Exam 0 150 1,000 8505800-41 Plaques & Awards 0 0 50 505800-51 Vendor Annual Contract 2,885 4,885 13,540 8,6555800-55 Vendor Exam Admin 0 1,125 7,560 6,4355800-56 Vendor Sales Tax 0 0 1,200 1,200

Total Expenses 2,885 6,160 24,350 18,190

Increase (Decrease) $ 930 $ 1,565 $ 62,447 60,882

Page: 1

NASBITE InternationalStatement of Activities - MembershipTwo Months Ending August 31, 2019

CurrentMonth

YTDActual Budget

YTDVariance

Revenues4000-03 Membership Corporations $ 810 $ 1,485 $ 3,495 (2,010)4000-07 Membership Individual 447 745 5,587 (4,842)4000-08 Membership Student 25 25 0 254000-10 Student Pathway Member 825 900 10,125 (9,225)

Total Revenues $ 2,107 $ 3,155 $ 19,207 (16,052)

Page: 1

NASBITE InternationalStatement of Activities - Board of Governors



Expenses8100-07 BOG Fall Meeting F&B $ 0 $ 0 $ 3,500 3,5008100-09 BOG Fall Meeting Staff Tra 0 0 1,000 1,000

Total Expenses $ 0 $ 0 $ 4,500 4,500

Page: 1

NASBITE InternationalStatement of Activities - Partner Relations



Expenses7000-00 Partner Relations Expense $ 0 $ 0 $ 0 07000-03 Dues/Conference 0 0 700 7007000-11 Other / Travel 0 0 500 500

Total Expenses $ 0 $ 0 $ 1,200 1,200

Page: 1

NASBITE InternationalStatement of Activities - Administration



Expenses9004-00 Accounting $ 0 $ 0 $ 2,000 2,0009011-00 Bank / Credit card Fees 209 422 7,000 6,5789030-00 Insurance D & O 0 1,355 1,355 09031-00 Insurance General Liability 0 525 525 09037-00 Legal Fees / Expenses 49 49 350 3019039-00 Miscellaneous Exp (1) 1 350 3499051-00 Postage 68 177 500 3239059-00 Staff & Administrative Sup 8,000 16,000 96,000 80,0009065-00 Storage 14 23 150 1279073-00 Telephone 317 496 3,000 2,5049080-00 Trade Passport Program 0 0 3,000 3,000

Total Expenses $ 8,656 $ 19,048 $ 114,230 95,182

(1)

2019-2020 BUDGET

approved7/16/2019

(2)

2019-2020 PRELIMINARY

(2 mos. of

activity,through 8/31/19)

(3)

Variance

(4)

2019-2020PROJECTEDYEAR-END

Notes

Conference Revenue4100-02 Opening Reception Guests 0 0 0 04100-03 Conference Registration 89,250 0 -89,250 89,2504100-05 Student Conference Registration 2,550 0 -2,550 2,5504100-07 Day rate 3,125 0 -3,125 3,1254100-08 Case Competition Team Fees 11,900 0 -11,900 11,9004100-12 Summit 23,500 0 -23,500 23,5004100-15 Pre-Conference Workshops 0 0 0 04100-13 CGBP Pre-Conference Boot Camp 5,135 0 -5,135 5,1354100-31 Closing Reception Guests 0 0 0 04100-38 Miscellaneous Conference Revenue 0 0 0 0

Subtotal: Conference Revenue 135,460 0 -135,460 135,460

Sponsorship/Partnership Revenue4200-03 Sponsorships/Partnership Fees 35,000 0 -35,000 35,000

Subtotal: Sponsorships/Partnership Revenue 35,000 0 -35,000 35,000

Membership Revenue4000-03 Institutional Membership 3,495 1,485 -2,010 3,4954000-07 Individual Membership 5,587 745 -4,842 5,5874000-08 Student Membership @ $25 each 0 25 25 04000-10 Student Pathway Membership @ $75 each 10,125 900 -9,225 10,125

Subtotal: Membership Revenue 19,207 3,155 -16,052 19,207

CGBP Revenue4500-03 CGBP Exam Fees 48,325 5,270 -43,055 48,3254500-07 CGBP Practice Exam Fees 2,313 260 -2,053 2,3134500-21 CGBP Plaques and Awards 500 120 -380 5004500-39 Program Accreditation Fees 4,400 0 -4,400 4,4004500-41 CGBP Trainer Certification Fees 1,200 900 -300 1,2004500-45 CGBP Recertification Fees 26,250 1,175 -25,075 26,2504500-49 CGBP Approved Recertification Program Fees 0 0 0 04500-52 CGBP Training Materials Royalties 3,809 0 -3,809 3,809

Subtotal: CGBP Revenue 86,797 7,725 -79,072 86,797Other Revenue

4900-11 Interest Earned 0 25 25 144905-00 Apparel 400 30 30 4004400-00 Advertising and Commercial Demo presentation fees 0 0 0 04600-00 Webinar Fees (Non-Members) 0 75 75 04920-00 Trade Passport Program - Subscription Fees 15,600 19,500 0 15,600

Subtotal: Other Revenue 16,000 19,630 105 16,000

Total Revenue 292,464 30,510 -265,479 292,464

Conference Expense5100-03 Attendee Gifts (200 @ $10) 500 0 -500 5005100-05 Audio visual/Technology: 16,950 402 -16,548 16,9505100-07 Awards 600 0 -600 6005100-11 BOG Meeting meals 0 0 0 05100-16 Boot Camps/Workshops 900 0 -900 9005100-17 Reception-Friday night 3,000 0 -3,000 3,0005100-25 Conference F&B (includes Summit & Conference) 80,558 6,000 -74,558 80,558 (2) deposit paid to hotel when contract signed; expensed on 7/1/20195100-45 Summit expenses 800 0 -800 8005100-51 Program guides - Design and Duplicating 3,000 0 -3,000 3,0005100-63 Shipping costs 250 0 -250 2505100-75 Staff Travel: Conference 3,000 0 -3,000 3,0005100-83 Student Case Competition 2,450 0 -2,450 2,450

(1)

2019-2020 BUDGET

approved7/16/2019

(2)


(2 mos. of


(3)

Variance

(4)


Notes

5100-85 Onsite supplies & Activities 1,100 0 -1,100 1,100NEW Convention Cancellation Insurance 250 0 -250 250

Subtotal: Conference Expense 113,358 6,402 -106,956 113,358Partner Relations Expense

7000-03 Memberships, Dues, & Subscriptions/ Conference Attendance 700 0 -700 7007000-11 Other/Travel 500 0 -500 500

Subtotal: Partner Relations Expense 1,200 0 -1,200 1,200

Marketing & Website Expense8600-07 Marketing Collateral and Development 1,000 212 -788 1,000 8600-11 Sponsorship Opportunity 08600-17 Website Development and Monthly Domain Hosting 3,000 700 -2,300 3,0008600-20 Zoom Webinar Platform - Monthly Fees 1,260 210 -1,050 1,260

Subtotal: Marketing & Website Expense 5,260 1,122 -4,138 5,260

CGBP Expense5800-21 CGBP Marketing 1,000 0 -1,000 1,0005800-31 CGBP Online Practice Exam 1,000 150 -850 1,0005800-41 CGBP Plaques and Awards 50 0 -50 50 5800-51 Vendor Annual Contract (TesTrac) 2,000 2,000 0 2,000 Final monthly payment to TesTrac5800-51 Vendor Annual Contract (Scantron) 11,540 2,885 -8,655 11,5405800-55 Vendor Exam Admin (TesTrac) 0 1,125 1,125 0 Final payment to TesTrac for psychometric services5800-55 Vendor Exam Admin (Scantron) 7,560 0 -7,560 7,560

NEW 5800-56 Vendor Exam Admin sales tax 1,200 0 -1,200 1,200NEW Digital Badging (BadgeCert via Scantron) 0 0 0 0

5800-60 Training Material Review Fees 0 0 0 0Subtotal: CGBP Expense 24,350 6,160 -18,190 24,350

EC & BOG Expense8100-07 BOG Fall Meeting - F&B 3,500 0 -3,500 3,5008100-09 BOG Fall meeting - Staff travel 1,000 0 -1,000 1,000

Subtotal: EC & BOG Expense 4,500 0 -4,500 4,500

Administrative, Overhead, Other Expense9004-00 Accounting Services 2,000 0 -2,000 2,0009006-00 Apparel 0 Added 9/4/2019 - to accommodate new LandsEnd items in Online Store9011-00 Bank/Credit Card Transaction Fees 7,000 422 -6,578 7,0009015-00 Depreciation 09028-00 Gifts 09030-00 Insurance - Directors and Officers 1,355 1,355 0 1,3559031-00 Insurance - General Liability 525 525 0 5259037-00 Legal Fees & Expenses 350 49 -301 350 9039-00 Miscellaneous Admin Expense 350 1 -349 3509047-00 Office supplies 09051-00 Printing 09051-00 Postage and Shipping 500 177 -323 5009059-00 Staffing & Administrative Support (SMG Management Fees) 96,000 16,000 -80,000 96,000

NEW Project Fee: Student Pathways Program 0NEW Project Fee: Newsletter Development/Coordination/Distribution 0 To be determined based on frequency

9065-00 Storage Fees (Offsite) 150 23 -127 1509073-00 Telephone & Mass Email Communications 3,000 496 -2,504 3,0009099-00 Taxes 09980-00 Amortization - Exam Development 09981-00 Writeoff of dictionaries and merchandise inventory 09080-00 Trade Passport Website (Program Expense) 3,000 0 -3,000 3,0009013-00 Commission on Sponsorship Revenue Increase 0 0 0 0

(1)

2019-2020 BUDGET

approved7/16/2019

(2)


(2 mos. of


(3)

Variance

(4)


Notes

Administrative, Overhead, Other Expense 114,230 19,048 -95,182 114,230

Total Expenses 262,898 32,732 -230,166 262,898

Change In Net Assets 29,566 -2,222 -31,788 29,566

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NASBITE International - Key Initiative Updates – Fall 2019 BOG Meeting EXPANDING NASBITE’S REACH Social Media (SMG) Activities – Lead: Kathy DeMarco Initiative Objectives -

Coordination of ongoing “general news” social media postings (events, training opportunities, webinars, membership, new Partnership announcements, new ATPs and Certified Trainers, etc.) including content creation, scheduling and posting.

Tracking of key data points regarding website/social media activity on a monthly basis including website traffic, email captures, page, group and president followers and web sales

Key activity updates/accomplishments since the last BOG Meeting (April 2019) -

Discussions with leadership regarding requested new services (multiple weekly ad development/design/posting and sharing individually to 30+ groups on two social media platforms; and weekly “newly certified CGBP” profile development/design/posting and sharing individually to 30+ groups on two social media platforms); based on estimated weekly hours and proposal for project fees, this instead will be led by volunteers or outsourced.

Priority activities/actions targeted for the next 6 months -

New content to be created, scheduled and posted: Partnership panel ads (OWIT, ICPA, NCBFFA, ITA, NADEC, et al). One announcement per week with 2 per year (minimum) for all partners/sponsors.

Conference and Summit promotional schedule including social media content development/posting/sharing will be integrated with general announcements/news.

Social Media (Task Team) Activities – Lead: Alberto Rodriguez-Baez Initiative Objectives - Generate content; Drive SME traffic to website; Increase awareness of NASBITE/CGBP brand; Capture emails; Drive sales Priority activities/actions targeted for the next 6 months –

NASBITE has plans to hire external assistance for ongoing brand building efforts and social media awareness related to recent successful CGBP exam candidates (using budgeted CGBP promotion funds). Roughly, the format will be similar in nature to the examples below:

NASBITE will also need to hire external assistance for social media and traffic generation efforts related to Trade Passport program.

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Website – Lead: Kathy DeMarco Overview of the key objectives/focus of that initiative/activity -

Daily maintenance of NASBITE.org and CGBP web pages. SMG staff handles simple maintenance (updating existing text; checking logs and downloading submissions; updating Calendar and News). More time-consuming web development is handled by an outsourced freelance developer who is engaged on retainer ($10/hour) which is coordinated by staff.


Migration of three website/databases to new hosting service optimized for WordPress; this eliminated a recognized, ongoing program of slow-loading pages

Significant updates to CGBP web pages with respect to CGBP exam administration vendor

Coordinated updates/additions to the CGBP Student Pathway pages: ∙ Internship opportunities page/form/logs ∙ Student Ambassador program


Development of 2020 Conference/Summit web pages and linked online registration

Updating/additions to the Partners page and lower page banner listings Partnership Development & Relationship Management Initiative Objectives –

New partner ID, ID of reciprocating offerings/benefits; Increase outreach of NASBITE messaging to SMEs

Relationship Management - Quarterly partner contact; Monitoring of goals - are they being met?; ID/discussion of new opportunities

Key activity updates/accomplishments since the last BOG Meeting (April 2019) - Teleconference meeting held in late August with task teams responsible for NASBITEs partnerships. The purpose for the call today was to make sure that we have system in place to ensure that we are being proactive managing each partnership. Key points from the call:

Its best if we have at least one person serving as a NASBITE liaison and point of contact for each NASBITE partner

If multiple NASBITE members are involved in this liaison role (i.e., two or more), they can choose to collaborate in whatever way suits them

NASBITE partner liaison activities are proposed as follows: ∙ The NASBITE liaison(s) should have a copy of the original agreement with the partner ∙ The NASBITE liaison(s) should help develop the content for a joint announcement of the

partnership (if one doesn’t exist) ∙ The NASBITE liaison(s) should ensure the premise of the original agreement is being acted

on by both parties ∙ The NASBITE liaison(s) should make contact with the partner on a regular basis to explore

other ways in which the relationship might be expanded/enhanced in ways that are mutually beneficial to both organizations

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∙ The NASBITE liaison(s) should prepare a brief report for each NASBITE Board meeting to update the board on the success of the relationship and to propose any new/additional initiatives that would serve both organizations well

NASBITE liaisons should drive this liaison activity forward on your own initiative. NASBITE President and VP can serve as a resource since they have best visibility on the initiating discussions, especially with most recent partners. Kathy, President and VP to be kept informed of planned calls to partners and on any related developments

Partnership Updates OWIT (Organization of Women in Trade) – NASBITE Liaisons: Kemi Arosanyin and Chris Schrage Updates from call held 9-17-19 -

OWIT is designing a new website which should be ready before the end of the year. The CGBP-

MindEdge courses cannot be added to their website until the process is concluded but in the

interim, OWIT will explore other ways to promote the program to their members through

newsletters and other channels

OWIT wants us to draft the media release and send to them to review before making it public

OWIT will promote our Internship Program to their members through many of their communication

channels

OWIT suggested that NASBITE should send a representative to their upcoming conference in Tampa,

Florida on October 23rd in person or virtually to present opportunities offered by NASBITE to their

members from 20 chapters. Christine volunteered to attend the meeting on behalf of NASBITE

The method of engagement for joint or cross conference promotion was discussed as well as an

opportunity for NASBITE to promote some of their training programs after evaluating them for

CEUs. Kathy is taking the lead to send them more information about this

ICPA (International Compliance Professionals Association) – NASBITE Liaison: Leroy Lowe

ICPA is planning to update their website to include the MindEdge CGBP courses

ICPA is drafting a media release and will send it to us before making it public

ICPA will promote our Internship Program to their members – messaging as follows:

ICPA’s new partner NASBITE is pleased to announce the launch of their new internship service for companies involved in international business. Does your business need help? NASBITE are partnered with more than 100 business schools nationwide and they can connect you with top students who are studying to become Certified Global Business Professionals (CGBPs). The service is free to use and details can be found here https://www.nasbite.org/cgbp/student-internships-in-international-business/ NASBITE International is a non-profit 501(c)3 corporation established over 30 years ago as the North American Small Business International Trade Educators (NASBITE). NASBITE has since become the leading U.S. organization supporting the training and education in the field of global business. The organization is comprised of trade educators, trade trainers, international business service providers, and other company’s involved in international trade.

https://www.nasbite.org/cgbp/student-internships-in-international-business/


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NCBFAA (National Customs Brokers and Forwarders Association of America) – NASBITE Liaison: Bob Imbriani

NCBFAA- NASBITE agreement focused on NCBFAA making MindEdge CGBPExam Prep courses available to their members. So far, they have been slow to make changes to their website, but have indicated that changes will be made.

Bob Ibriani also attended NCBFAA – Global Trade Educational Conference (GTEC), July 29 and 30, 2019 in New Orleans, LA. The overall conference focused on training related to importing and exporting. The presentations we given by representatives of various organizations. The majority of the attendees were customs brokers and freight forwarders but there were a number of importers and exporters, more importers then exporters. A lot of attendees stopped by the NASBITE table and showed interest. NASBITE focus was to differentiate ourselves from the other organizations that attended who also provide training and certification for employees. These organizations are very focused on customs brokerage and freight forwarding operations, HazMat and related areas. They are less focused on overall international trade knowledge. However, they have long standing relationships with the NCBFFA and the industry in general, and NCBFAA have their own training and certification programs in place as well. Bob believes the partnership will be to our benefit in the long run, but we have to work on expanding our recognition with their membership and how our broader approach to training and certification is of greater benefit to their members (above and beyond operational and regulatory training). Along similar lines, Bob believes that it would be helpful to expand our relationship with the American Association of Exporters and Importers Association (which is happening) since they have a larger membership of exporters and importers and with The Air Forwarders Association (AFA).

NCBFAA will also be asked to help us recruit interns for the Internship program NADEC (National Association of District Export Councils) – NASBITE Liaison: Leroy Lowe MOU signed between NASBITE and NADEC to launch the Corporate CGBP Pathway. NASBITE will offer a customized pathway to the CGBP that would be offered exclusively to NADEC nominated “Outstanding Exporters” at the state level and to DEC members/companies. This pathway will involve the following items:

A 4 Domain Study Pack – per the topic areas above ($200 USD value) A 20% Discount on MindEdge CGBP Exam Prep Study Modules Access to the CGBP Practice Exam ($50 USD value) CGBP Professional Exam Fee ($395 USD value)

TOTAL VALUE $645 USD

NASBITE will make the package available for $295 USD. NADEC will promote this pathway to the CGBP credential to its members for $395 USD (while retaining $100 for the association). NADEC will identify interested and eligible companies via the DEC network (i.e., members and companies nominated as outstanding exporters). DEC members and nominated companies that are interested will pay on the DEC website and an aggregated list will be sent monthly to NASBITE. NASBITE will then invoice NADEC monthly, based on the number of participants submitted each month.

NADEC is also willing to promote internships to its members NADEC is also interested in providing PPTs slides and workshop curriculum (for CGBP aligned

workshops) to NASBITE for deployment nationally (licensing agreement)

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AAEI (American Association of Exporters & Importers) – NASBITE Liaisons: Bob Imbriani & Aleda Bourassa AAEI President (Marianne Rowden) delayed but planning to finalize partnership in next few weeks Initial activity focused on MindEdge courses, open to expanding relationship AAEI is also interested and willing to promote internships to its members

ASBDC – Partner Liaison: Jim Foley Partnership Objectives - To maximize the mutual benefits through strong cooperation between NASBITE and ASBDC. A key priority is CGBP and CGBP re-certification as the SBA Jobs Act requires 10% or 5 staff (whichever number is lower) in a statewide SBDC program be certified in international trade. The CGBP is the preferred method the ASBDC board recommends SBDC programs use for the requirement. The alternative is a no-cost SBA intermediate exam. Re-certification is also a priority as there are over 300 CGBPs within the ASBDC network. Key activity updates/accomplishments since the last BOG Meeting (April 2019) -

Exhibit at the ASBDC 2019 Conference in Long Beach: Jim Foley managed the booth during the conference which we receive on a in-kind basis as we swap booths for ASBDC at the NASBITE conference. We can fine-tune what we do at the ASBDC conference. Probably the best is to promote the re-certification, but there was also good interest in our conference and the CGBP. Kathy received the final registration list so NASBITE has the ability to email the 1,100+ attendees.

ASBDC International Trade Interest Section: Jim Foley (IL SBDC) and Aaron Scott Miller (VA SBDC) are the national co-chairs of the ASBDC International Trade Interest Section. At the section meeting during the conference, we mentioned the webinar project managed by Leroy, and indicated nearly 20 SBDC centers are participating. We also promised to keep them up to date on that initiative.


1. Support ASBDC's booth at NASBITE 2020 Conference and Summit 2. Support the NASBTIE / ASBDC webinar (Trade Passport) project 3. Promote the NASBITE 2020 conference to ASBDC members

ITA/U.S. Commercial Service – Representative: Yuki Fujiyama Partnership Objectives – Since 2005, ITA has used the NASBITE CGBP credential program to enhance the ability of its employees to assist American SME exporters in accessing global markets. The CGBP credential enables ITA team members to diversify their skills and stay abreast of the ever-changing aspects of international trade. To date, several hundred ITA trade specialists and commercial officers, have been awarded the CGBP credential. In 2015, ITA officially signed a Strategic Partnership Memorandum of Agreement (MOA) with NASBITE and this MOA has been renewed annually since then. In collaboration with various CS U.S. Field offices, ITA trade finance specialist and Deputy Global Finance Team Leader Yuki Fujiyama and Trade Promotion Coordinating Committee Secretariat Deputy Director Tricia Van Order are managing and supporting the Partnership. The key objectives of the Partnership are:

1) Educate, via joint activities, US SME exporters as well as global business education and assistance professionals about ITA programs and resources (3 to 5 joint client assistance activities);

2) Support enhanced training regarding U.S. exports and international trade, including the CGBP credential to promote U.S. exports (100 new CGBPs);

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3) Support and participate in the NASBITE annual conference and its companion event, the National Small Business Exporter Summit (250 participants);

4) Provide professional development assistance to ITA staff through sharing NASBITE resources (3 to 5 newsletters, webinars, seminars, in-person counseling, calls, etc.);

5) Collaborate with ITA in advancing its mission through active support and participation in ITA trade promotion programs or events (3 to 5 ITA programs or events); and

6) Support cross-referrals of clients and partners as appropriate (3 to 5 referrals). Key activity updates/accomplishments since the last BOG Meeting (April 2019) -

Involvement in the 2019 National Small Business Exporter Summit and NASBITE Annual Conference; on-going support to promote or present at CGBP Exam Prep training across the country.


Trade Finance Guide Video Project: ITA is in the process of creating a series of short 3- to 4-minute videos based on the content of The Trade Finance Guide: A Quick Reference for U.S. Exporters, which is available in print and PDF versions as well as online at www.export.gov/TradeFinanceGuide. The proposed videos would serve as a new digital and social media friendly trade finance education tool for ITA and its broader stakeholders and could serve as a new mechanism to reach a broader number of exporters and businesses in an efficient manner. ITA hopes to seek input on this project from NASBITE and explore the possibility of highlighting the release of the first three videos at the 2020 NASBITE Annual Conference.

Support for the 2020 Annual Conference and Small Business Exporters Summit: ITA plans to actively support the 2020 NASBITE Annual Conference and Small Business Exporters Summit to be held on March 26-27 in Annapolis, Maryland.

CGBP Training for ITA Employees: ITA is looking into developing a CGBP exam preparation training workshop for interested ITA and other U.S. government employees in the Washington, DC area. To move this initiative forward, ITA plans to seek collaboration with the Virginia SBDC international trade team.

Trade Finance Online Course for CGBP Exam Preparation: ITA is in informal discussions with Thunderbird School of Global Management to explore the possibility of developing a trade finance basics online course by utilizing the content of the Trade Finance Guide. The target audience of this online course includes new-to-export SMEs as well as those seeking to become a CGBP.

SBA Office of International Trade – Representative: Steve Sullivan Trade Finance - SBA is rebranding and relaunching its Export Loan Programs to U.S. small business, lenders, and partners for FY 2020, with new marketing material and outreach strategy. This includes engaging senior level leadership at targeted banks. SBA OIT will be hiring additional staff around the country to support the increased outreach, initially targeting placements in Houston, Chicago, and Hartford, CT. In conjunction with SBA’s offices of Capital Access (OCA) and General Council (OGC), OIT is issuing an Advance Notice of Proposed Rulemaking (ANPRM) to seek formal input on potential changes to SBA Export Loan Programs. The ANPRM requires the Agency to review all comments received by the public and to provide a disposition specifying the Agency's position on the comment. OCA will issue export loan policy changes via a policy notice based on the feedback received. The ANPRM will available 60 days from the publishing date (mid-September) on the Federal Register website for the public to provide input. STEP - On September 12, 2019, SBA announced that $18 million has been awarded to 41 state international trade agencies (i.e. 40 states + Puerto Rico) that successfully competed for funding to support export growth

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among small businesses through SBA’s competitive State Trade Expansion Program (STEP). A directory of STEP awardees by state, with award totals, can be found at https://www.sba.gov/funding-programs/grants/state-trade-expansion-program-step/directory-step-awardees. Since 2011, the STEP program has awarded approximately $157 million in grants to fund export opportunities and increase the footprint of small businesses in countries all over the world. On August 21, 2019, STEP Director Jim Parker issued STEP Directive 2019-01, Updates/Clarifications to the STEP Grant Program:

Adjusted reporting requirements to focus on aggregate Milestone Goal data. (Designed to rebalance compliance efforts with a focus on results, and to improve data collection.);

Clarified protocol for capturing, storing, dissemination, or reporting of Opt-In information for beneficiaries to be contacted by SBA;

Expanded Use of STEP Grant Awards to support “Any Federal service that directly supports ESBC (eligible small business concern) exports;”

Expanded budget revision flexibility for states to better respond to changes in plans; and

Provided clarification on U.S. Content requirements. Federal & State Trade Development - SBA OIT is focused on developing a client pipeline by more effectively engaging inter-agency counterparts and resource partners in mutual client referral. The Houston USEAC SBA Export Finance Manager and the UT San Antonio International Trade Center SBDC recently developed a referral protocol that will be offered as a template for other USEAC- SBDC network relationships, as well as with MBDA Export Centers. SBA OIT is also in dialogue with the Department of Commerce to develop similar mechanisms to support and promote referral. This is expected to be a key focus of a National Small Business Export Strategy currently under discussion in the TPCC Small Business Working Group, which SBA AA David Glaccum co-chairs with Ana Guevara, Deputy Assistant Secretary, International Trade Administration. EXIM Bank – Representative: Aerek Stephens EXIM Chairman Kimberly Reed was confirmed to EXIM’s top post by the U.S. Senate on May 8, 2019, by an overwhelming majority of votes. In addition to Chairman Reed, two other EXIM board members, Spencer Bachus III and Judith DelZoppo Pryor, were confirmed on May 8 and will be sworn in at a later date. The three confirmed appointments restore the quorum on EXIM’s board of directors, returning the bank to full functionality, which includes the capacity to authorize financing for transactions of more than $10 million. The Export-Import Bank of the United States (EXIM) announced on July 31st the 17 members of its 2019 Advisory Committee. The Honorable Steven Pearce, small business owner and former Member of the U.S. House of Representatives and the New Mexico House of Representatives, will serve as chair. The EXIM Advisory Committee, as required by Congress, advises EXIM on its programs and, in particular, on the extent to which the agency provides competitive financing to support American jobs through exports. The Export-Import Bank of the United States (EXIM) on July 31st announced the appointment of the 11 members of its 2019 Sub-Saharan Africa Advisory Committee. Members of the of the Sub-Saharan Advisory Committee, as required by Congress, advise the EXIM Board of Directors “on the development and implementation of policies and programs” designed to promote EXIM’s engagement in sub-Saharan Africa. EXIM Bank current authorization will expire on Sept 30, 2019. Chairmen Reed is in communication with the staff to reassure everyone that our leadership team is doing everything they can to get EXIM reauthorized prior to Sept 30th.

https://www.sba.gov/funding-programs/grants/state-trade-expansion-program-step

https://www.sba.gov/funding-programs/grants/state-trade-expansion-program-step/directory-step-awardees

https://www.sba.gov/funding-programs/grants/state-trade-expansion-program-step/directory-step-awardees

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FITT – Representative: Caroline Tompkins Membership and Board Representation - Since 2011 NASBITE and FITT have had a reciprocal membership arrangements, and Board representation:

a) Jim Foley is the NASBITE representative on the FITT Board of Directors as an Observer (ex-officio). b) Caroline Tompkins, President & CEO of FITT, is the FITT representative on the NASBITE Board as an

ex-officio. c) FITT has been a member of NASBITE for over 20 years d) NASBITE has been a member of FITT’s since 2011

2019 Activities to Date -

Jim attended two FITT Board meetings and a FITT Strategic Visioning Session; the latter was held in Ottawa, Canada, with expenses paid by FITT.

Caroline has attended 2 NASBITE Board meetings (teleconference)

Training Materials - In response to the 2017 NASBITE RFP for training materials, FITT is proposing the use of its FITTskills Trade Finance eBook and Online course; final arrangements are pending.

2019 FITT Select Initiatives to Note –

1. ISO 17024: General requirements for bodies operating certification of persons - FITT is pursuing accreditation status with ISO for its operation of its professional designation, Certified International Trade Professional (CITP).

2. Body of Knowledge

Systematic update to FITT’s international trade training curriculum, FITTskills, and instructor resources are in place

Created FITTskills Lite Series (capsule free learning resources); series currently includes 5 topics; and, building to add another 5 by year-end

Developing Incoterms 2020 training program, in collaboration with the Canadian Chamber of Commerce, for delivery by partners across Canada

FITTskills courses and workshops are delivered online by FITT, and in the classroom by 32 post-secondary educational institutions

MindEdge (CGBP Exam Prep modules online)

MindEdge has hired several Certified CGBP Trainers and they have produced complementary video content to their exam prep courses.

The company has also implemented a new free demo for their CGBP Exam Prep modules that allows user to get a feel for the online course format. The free demo feature reduces buyer concerns about not knowing what the experience will be like and it serves as an email capture (we get the email address of anyone who takes the free demo). A link to the demo feature has been added to the NASBITE CGBP website (on the MindEdge Module pages).

Student Internship (brokering) We have added the interface for a new internship service to the NASBITE website. This is aimed at companies involved in international business and will be promoted via our network of industry partners. The service is free to use and details can be found here https://www.nasbite.org/cgbp/student-internships-in-international-business/ This service will take some time to grow but internship opportunities will be shared with educational partners and it will be a significant benefit for schools in our network.


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New Suppliers CGBP-Aligned Materials – Lead: Kathy DeMarco Initiative Objectives -

Continuing coordination of independent reviews of proposed CGBP exam prep resources as identified in 2017-2018 RFP and review process.


Independent review of FITTskills (three courses) contracted, coordinated and completed; FITT has determined it wishes to offer the FITTskills trade finance course for CGBP exam prep; agreement in the works with a revenue-share for NASBITE and discount to NASBITE-generated buyers

Independent review of The Global Entrepreneur, 4th Edition training resource contracted, coordinated and completed; the resource will be offered for sale through a third-party

Independent review for one of the four MindEdge modules was incomplete; an independent reviewer has been engaged to complete the review and develop the Overall Qualitative Assessment statement for the Global Business Management Course

Priority activities/actions targeted for the next 6 months:

Finalize FITT revenue-sharing agreement; develop and launch listing of FITTskills Trade Finance course and book on NASBITE CGBP exam prep resources page

Finalize The Global Entrepreneur listing and link to purchase, to post on NASBITE CGBP exam prep resources page

Re-establish relationship with a new contact at Thunderbird to move toward identifying, reviewing and making available CGBP exam prep resources based on Thunderbird courses

BUILDING CGBP NETWORK CGBP Student Pathway Program (2yr schools & 4 yr schools) - Leads: Gabe Shweiri (2-year schools) & Joyce Steffan (4-year schools) Initiative Objectives - Continued rollout of program to secure the buy-in of Educational Partners and engagement of students in pursuing the CGBP credential. Program growth & refinement. Key activity updates/accomplishments since the last BOG Meeting (April 2019) -

Development and launch of the Student Ambassador Program (as approved by the BOG at the Jan. 2020 BOG meeting)


Outreach to – 1) Schools that had student enrolled in the Pathway program last year, and 2) Schools that had few-to-no students participating last year, to thank them for their efforts as an educational partner, let them know how many students from their school signed up for the program, and ask them what their plans are for this year. Ask them if they have nominated a student ambassador to help them build awareness on campus and ask what we can do to lend support.

Student Pathway Study Topics – Lead: Leroy Lowe Initiative Objectives – Provide support resources (linked directly to the CGBP Practice Delineation rubrics) to support students in prepping for the CGBP exam.

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Key activity updates/accomplishments since the last BOG Meeting (April 2019) - Student Study Topics being produced weekly (currently on Week 46 of 52). The heavy lifting has

been done my Maurice Kogan with additional inputs and assistance from Joyce Steffan/Ben Kincaid (OSU), Martin Brill (Pennsylvania SBDC), Chris Schrage, Dimy Doresca, Mary McKinney, Amy Coon, Leroy Lowe and Jackie Rasmussen.

Priority activities/actions targeted for the next 6 months:

Topics will be compiled into a Domain-based Study Pack (4 Domains) upon completion for use by educational partner faculty and in Corporate CGBP Pathway program.

The Barbara Moebius Memorial Scholarship Fund – Co-Chairs: Aleda Bourassa & Amy Coon Initiative Objectives - To further establish the scholarship, grow and apply funds in recognition Barbara Moebius, providing a means to continue her legacy, which also exemplifies the contribution of the other Founding Members of NASBITE International. Key activity updates/accomplishments since the last BOG Meeting (April 2019) –

Discussed linking the “Barbara Moebius Scholarship” fund with the CGBP Student Pathway Program “Student Ambassador” initiative, as an initial activity that increases visibility of the scholarship fund, but does not draw down on the current fund balance of $875. This initiative (with the approval of the BOG) would recognize the waiving of the student pathway fee for Student Ambassadors as a “Barbara Moebius Memorial Scholarship Fund initiative”. See suggested content edits for Student Pathway Program Guide and website re. the Barbara Moebius Scholarship Fund on Page 19-21

Also brainstormed ways we can create greater awareness of the scholarship fund and highlight opportunities to give i.e. via announcements at the conference, highlighting donation opportunities on membership renewal and CGBP recertification invoices, conference registrations, social media, etc.

Priority activities/actions targeted for the next 6 months – Operationalize the discussion items above and explore potential future opportunities for a campaign of some type to build the balance in the fund. Trade Passport Program (for SMEs) – Lead: Leroy Lowe Initiative Objectives - The Trade Passport Website platform will be a centralized, web-based trade training resource that will be used as a tool by SBDCs and WTCs to support existing SME clients, attract new SMEs, and enhance/complement their local trade training portfolios. 19 State Partners signed up as charter subscribers – as follows:

∙ CA- Central CA SBDC Network ∙ CO - World Trade Center Denver ∙ DE- Delaware SBDC ∙ FL - Florida SBDC ∙ GA-Georgia SBDC ∙ IL – Illinois SBDC ∙ KS- Kansas SBDC ∙ MN - Minnesota SBDC ∙ MO - Missouri SBTDC ∙ MS - Mississippi SBDC

∙ MT - Montana SBDC ∙ NE - Nebraska SBDC ∙ OR - Oregon SBDC Network ∙ RI - Rhode Island SBDC ∙ SD - South Dakota ∙ TN - Tennessee SBDC ∙ WA- Washington ∙ WV – West Virginia ∙ WY - Wyoming

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Timeline:

Date NASBITE Activity

Phase 1 - Consultation and website development Jun 1, 2019 Initiate the Trade Passport project

Jun 14, 2019 Held a “requirements” meeting (teleconference) with subscribers to review and finalize the functionality and reporting features (to ensure complete alignment with subscriber needs)

Jun 28, 2019 Held a platform features/format review (teleconference) with subscribers to confirm final details

Jul 26, 2019 Held a “webinar content” meeting (teleconference) to review and finalize planned trade training content

July-Dec, 2019 Currently developing the webinars needed for the Trade Passport website

July-Dec, 2019 Currently developing the Trade Passport website specs

Dec 31, 2019 Complete content development (i.e., webinar collection complete)

Jan-Mar 30, 2020 SME Social Media plan development and external partner identified

Mar 30, 2020 Launch Trade Passport website

Phase 2 – Operational Subscriber Use

April 1, 2020 Trade Passport website Operational

Board request –The project-related margins that have been projected in the current budget for the Trade Passport initiative are $15,600 revenues vs $3000 direct expenses = $12,600. This request is for approval to spend up to $4000 USD (not to exceed) of surplus margin from this effort on external assistance to generate website traffic for the Trade Passport website (i.e. only if the project generates surplus margins in this FY – in excess of $12,600 - that are assured). SBDC/WTC Training Initiative – Lead: Leroy Lowe Initiative Objectives - Provide support resources to one of NASBITE key stakeholder groups to support trade education; increased awareness of NASBITE and the CGBP credential to SME’s, ultimately supporting increase CGBP exam candidate numbers. Background:

Preliminary work (contact and surveying of SBDC/WTCS) done early in 2019

79 business assistance centers expressed interest (nearly 40 states)

NASBITE to introduce support for several export training modules and a model for a compressed CGBP workshop that can be offered at business assistance centers (depending on local needs).

The individual courses will be aimed at key areas of importance for SMEs (International Marketing / Trade Finance / Global Supply Chain / Trade Management / possibly Trade Compliance)

Topics will also serve as stepping stones for individuals who are interested in the CGBP

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Priority activities/actions targeted for the next 6-12 months -

Goal is to formalize NASBITEs relationship with the network by providing a comprehensive trade training business-model along with sample promotional materials that can be easily adapted for local needs.

NASBITE also to leverage Trade Passport website traffic to help with recruitment of SMEs and other trade professionals who are looking for on-the-ground training in their own state.

NASBITE to provide list of potential trainers (via Trade Passport website) and guidance on trainer recruitment (for smaller SBDC that don’t have staff who can instruct) and access to a resource hub where training resources can be shared (e.g. training formats, case study materials, PPTs etc.)

CORE MEMBERSHIP ACTIVITIES Conference – Kathy DeMarco Initiative Objectives -

Full coordination, promotion, programming development for Annual Conference.

Support for promotion and coordination of Summit.

Development of “selection protocol” tool, to be used for site considerations for 2021 Annual Conference and 2020 Fall Board meeting.


Development of 2019 Conference and Summit archive page (all presentations, Awards, etc.)

Development of 2020 “Save the Date” web site banner

Development of detailed Schedule of Events and cost estimates for all events in the schedule

Development and confirmation of 2020 Annual Conference/Summit budget and registration fee structure (confirmed by BOG during July 2019 meeting)

Development of RFP for Conference web site development

Launch of Call for Presentations Priority activities/actions targeted for the next 6 months -

Launch of Conference/Summit web pages and registration (October)

Launch of email, website, and social media Conference promotion schedule (development of messaging, scheduling, posting)

Site inspection for 2021 based on decision to be made by BOG for single site target

Contract negotiations including rebate to NASBITE for 2021 Annual Conference/Summit and 2020 Fall BOG meeting hotel contracts/room block usage

Summit – Lead: Jackie Rasmussen Initiative Objectives – Provide a venue that brings together top exporters from across the country to share exporting best practice and lessons learned that have contributed to their export success. Bring together export companies, export trade assistance providers and trade educators. Priority activities/actions targeted for the next 6 months –

Share event invitations with target list of outstanding exporters’

Solicit additional exporter nominations via the National and state DECs

Reconnect with 2019 Event Partners to solicit their support for the 2020 Summit

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Connect with local supporters via Colleen Fisher (USCS Maryland)

Develop initial website content – Testimonials, 2019 in Review Content, 2020 Agenda

Case Competition – Kathy DeMarco and Laurie Wolff Initiative Objectives - Goal for 2020 competition is minimum of 14 teams competing. Key activity updates/accomplishments since the last BOG Meeting (April 2019) -

Developed detailed cost analysis and budget estimate; confirmed an increase in team fee to $850

review of rules for competition and updating

Developed timeline for competition and deadlines for registration, date of release of case to registered teams


Seek to confirm 2020 competition subject company/sponsor

Update competition rules, registration process

Post team rules, registration form on website

Solicit teams via email and social media postings

Develop written case

Recruit student interns, judges, videographers Sponsorships and Sponsor Benefits – Kathy DeMarco Initiative Objectives - Develop and maintain partnerships with year-round partners and Conference sponsors. Key activity updates/accomplishments since the last BOG Meeting (April 2019) -

Review feedback from current sponsors; work to develop a more custom approach to sponsorship packages, eliminating unused benefits and enabling sponsors to choose the benefits they will receive/pay for.

Priority activities/actions pending for the next 6 months -

Update shared Google “sponsor target” spreadsheet to add 2020 columns

Create media for use in recruiting sponsors

Recruit BOG volunteers to support outreach efforts

Schedule recurring call with volunteers to review contacts made

Budgeted goal is gross $35,000 in 2019-2020 FY sponsorship revenue NASBITE Webinars – Kathy DeMarco and Laurie Wolff Initiative Objectives - Staff coordination of webinar programming (NASBITE-facilitated) and support for Shipping Solutions-facilitated webinars:

development and distribution of promotional information

registration coordination

practice session with speaker(s)/facilitator(s)

distribution of webinar access information/instructions for registered attendees

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moderation and recording of live program

archiving/posting of recorded program

coordination of evaluation survey for attendees

applying CEUs to CGBPs who attended Key activity updates/accomplishments since the last BOG Meeting (April 2019) -

April 23, 2019: “Choosing Foreign Markets” (Growth Wheel) – 55 participants

July 18, 2019: “The Global Perspective: Powerful Global Marketing secrets” (Kompass) – 58 participants

August 14, 2019: “New Techniques to Add to Your Export Support” (Descartes Datamyne) – 70 participants


As of September 17, 2019 there are no webinars scheduled.

We continue to reach out to Partners/sponsors to offer opportunities to present. Member Volunteers – Leroy Lowe Initiative Objectives – Engagement of members to support key org. initiatives; Support ID of prospective board members Key activity updates/accomplishments since the last BOG Meeting (April 2019) -

OSU assistance with study topics and CGBP Student Pathway Program promotion (Ben Kincaid and Melodi Sarioglu)

Sue Dragotta assistance with Social Media effort (plus other CGBPs assisted with CGBP Success Profiles)

Martin Brill assistance with CGBP Student Pathway Program Study Topics Other…?

Priority activities/actions targeted for the next 6 months – Continue to be mindful of opportunities to engage members in task team and other activities initiated by the BOG. Explore ways to communicate with members opportunities engagement. Membership Services – Lead: Colette Hart & Tammy Marquez Initiative Objectives - Implement membership 2019 communications plan includes membership types, new pricing, benefits, and change of automatic CGBP member structure Key activity updates/accomplishments since the last BOG Meeting (April 2019) -

Create One pager promoted at 2019 NASBITE Conference

Web site updated

Letter campaign to targeted groups ∙ CGBPs ∙ Pathway conversion to members


Continue membership implementation plan with communication and promotion to all members

Track membership enrollment

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Setup a membership table and informational session at the 2020 conference

Recruit new members for the membership task force Membership Growth – Kathy DeMarco Key Initiative Objectives -

Coordinating and communicating all changes necessary to accommodate the separation of CGBP and Membership status and the increase in membership rates.

∙ Database and Membership application updates/data revisions

Communicating the benefits of Membership.

Coordinating the recruitment of new Student Pathway Members and Educational partners. Key activity updates/accomplishments since the last BOG Meeting (April 2019) -

Development and monthly distribution of targeted messaging to: ∙ Renewing Members (dues increase) ∙ Newly certified CGBPs (to promote purchase of NASBITE membership) ∙ CGBPs whose “automatic” membership will expire 1/1/2020 and why they should purchase

NASBITE membership when they renew

Adding new data points to monthly Management Reports to be able to benchmark/track progress in membership renewal and recruitment.


Selling membership to CGBPs who are new and do not automatically become members.

Selling membership to CGBPs who will no longer receive membership benefits as of 1/1/2020. CGBP Recertification – Team Members: Jim Foley, Kathy DeMarco, Kemi Arosanyin Initiative Objectives - This has been a multi-year effort to look at issues associated with the low level of compliance with the CGBP recertification requirements. Key activity updates/accomplishments since the last BOG Meeting (April 2019) - There has been little progress since April 2019, and indeed fall 2018 as some of the recommendations of the committee (no longer active) required funding. Specifically the addition of electronic badging for in-status CGBPs. That appears to be changing with access to the Scantron BadgeCert license. The other proposal was to change the recertification period from 1 year to 3 years. Priority activities/actions targeted for the next 6 months - Given the low recertification rate, the whole topic of recertification likely needs re-consideration over the next six months.

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BOARD CAPACITY Board Development & Nominations – Leads: Aleda Bourassa & Amy Coon Committee Objectives - To support the board as whole and as individual members in our capacity to realize NASBITE Internationals’ vision and mission. Key activity updates/accomplishments since the last BOG Meeting (April 2019) -

Review and updates to align language of the Procedures and Policy documents on going- special focus on Officer elections;

Annual Self-Evaluation coordinated, completed and compiled for board discussion and continuous improvement- ideas suggested to improve the Self-Evaluation so-noted *See Annual Board Self Evaluation Survey Response Summary Results attached on Page 22-28

Nominations (applications) of potential new board members coordinated and complied

Conducted personal contact with current board members with expiring terms (2020) to verify continuation/or conclusion.

Priority activities/actions targeted for the next 6 months –

The current set of P & P updates will be completed

The board’s continuous improvement goals will be tied to actionable tasks

The BOG Self-Evaluation will be updated

New board members will be elected at the 2020 conference (Annapolis)

“Re-upped” board members will be guided to focus on actions to realize their individual contribution to (a) board strategies and goals.

Fellows – Lead: Jeanette Benson What is NASBITE Fellows? NASBITE Fellows is a voluntary organization of former NASBITE Presidents who serve as a standing Task Force that convenes as needed or as required. What is the purpose of NASBITE Fellows?

Serve as a resource to NASBITE’s EC (Executive Committee) and BOG (Board of Governors)

Present ideas for NASBITE and the BOG

Provide organizational memory as NASBITE continues to grow and change

Give former Presidents the opportunity to contribute to the good of NASBITE without having the financial commitment of sitting as an elected BOG member

Priority activities/actions targeted for the next 6 months –

The Fellows will again handle the NASBITE Awards which are presented during the annual NASBITE Conference.

The Fellows will tighten up language for the awards in areas where some confusion exists between what is in NASBITE policies, on the website, and/or in the online award application.

Language will be clarified in the text for the NASBITE Fellows in areas where some confusion has occurred.

During a meeting of the Fellows held at the April Conference, the concept of utilizing the Fellows to mentor new BOG members and/or BOG members seeking to become officers (BOG member(s) would reach out to a Fellow for mentoring) was considered; all Fellows remain in agreement to provide this support to NASBITE.

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CGBP Governance Council – Lead: Elizabeth (Beth) Smith Gov. Council Objectives – Provide oversight and management of all aspects of the NASBITE CGBP exams and related test bank of questions. Key activity updates/accomplishments since the last BOG Meeting (April 2019) -

CGBP Governance Council Leadership & Membership Changes – Beth Smith is the Chair of the Governance Council. With the approval of the NASBITE BOG Beth will fill the Ex-Officio position on the BOG as the Governance Council representative. Deepti Vithal and Kurt Fischer (inaugural members) resigned from the Council in July 2019 after fulfilling their terms of service. Desmond Alufohai (member since 2017), also recently submitted his resignation due conflicting work demands. Council Membership currently stands at six – Anthony “Tony” Cambas, Milena Erwin, Devorah Kauffman, Elizabeth Smith, Denise Whitford, and John Xu. A Public Member needs to be identified, and we could use the assistance of the NASBITE BOG with nominees.

January 2019 Annual Test & Item Performance Analysis – Ann White, psychometrician, completed her analysis of the current exam form/s. Her findings showed that the test items were still performing well.

Transition of Exam Administration Services - The change in service providers to Scantron/Examity has required a great deal of “file” movement. This process has required Jackie, Kathy and Lisa to input item data (painstakingly) into a format that Scantron could accept and upload to its system. This has been extraordinarily time-consuming and detail-oriented work. The Governance Council thanks these individuals for their time, dedication and professionalism! The transition has also given us the opportunity to review and edit the language in the directions and communications sent to exam takers, such as Candidate Pass/Fail Letters and the Exam Takers Guide.

Non-U.S. Centric Exam Form – no action has been taken to move this project forward at this time. Priority activities/actions targeted for the next 6 months –

Item Bank Review - Because the transition included the upload of test item data, we reviewed the questions, the answer choices and the answer key to make sure that they lined up properly in the new system. In our review of the practice exam we realized that we should review the items in the test bank to ensure that the content is still correct and that the choices and answers meet Scantron’s rigorous psychometric criteria. The Governance Council will undertake this work this fall and will make recommendations to the Board of Governors on any modifications needed to existing items by the first of the year (1/1/2020).

Incoterms 2020 & Future Exam Form Edits/Development - Since the International Chamber of Commerce (ICC) has just updated 2020 Incoterms and released them to the public, we will take this Fall’s Test Item Review period to examine the content of existing questions and ensure that the test items conform to the updated Incoterms. It may become more apparent that we will need to develop additional practice exam questions to offset the large number of Level 1 Test Items with additional Level 2 and/or 3 Test Items.

Item Bank Review - The upcoming Governance Council review of the test item bank will be done in-house. We intend to sort the questions by domain and assign the questions to Council members with expertise in that particular domain. For example, Tony Cambas will review Supply Chain, John Xu and Denise Whitford will review Trade Finance, Milena will review Global Business Management, and Beth will review Global Marketing. The Governance Council plans to discuss with Scantron the method for updating the items in the test bank. We will bring any resulting items needing Board discussion or fiscal approval forward to the BOG.

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Requests for the BOG: A Public Member needs to be identified for the Governance Council, and we could use the assistance of the NASBITE BOG with nominees.

SMG Operational Partnership – See 2018 SMG Performance Review attached on Page 28

MISC. Student Research (SIUE) – Lead: Jackie Rasmussen; SIUE – Laurie Wolff and Robyn Berkley Research Objectives - Secure feedback from companies that are actively engaged in international trade to:

1. Capture baseline information regarding the international trade skills/knowledge valued by employers 2. Identify if there are any trade credentials that the companies are aware of and value 3. Quantify what level of awareness exists amongst the trade community regarding the CGBP exam 4. Quantify (if possible) the value perception of the CGBP credential 5. Create additional awareness of the CGBP credential 6. Create additional awareness of other resources NASBITE International has available i.e. CGBP Jobs

Board, the Corporate CGBP Pathway, etc. Project component will include survey development, administration and results analysis. To be completed by a graduate student, with Robyn Berkley (faculty) providing oversight. Surveys will initially be distributed to the National Small Business Exporter Summit outstanding exporter contact list (~200+ business). Survey activity will be completed this fall, with results to be presented at the Spring BOG meeting. Student Research STEP Grants (OSU) – Lead: Joyce Steffan Initiative Objectives – Collate the detail re. STEP award criteria and eligible funding uses by state to identify where/if there are funding opportunities NASBITE/NASBITE members can access to support trade training Key activity updates/accomplishments since the last BOG Meeting (April 2019) - Completed sample extraction of data for Delaware, Illinoi8s, Arizona, California & Colorado to capture eligible activities, eligible companies, and source data. Priority activities/actions targeted for the next 6 months – Complete capture of data for the remaining states. Will also identify a contact person for each state program in the date captured.

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Cover page notes to discuss the Barbara Moebius Scholarship Fund to Support

the CGBP Student Pathway Program

September 2019

Barbara Moebius’s legacy represents a core value of NASBITE International and our Board of Governors: She

implemented strategies marrying the needs of the global business community and equivalent needs of

institutions of higher education to equip companies and the graduates they hire, in mastering global business

and cultural skills for the 21st Century.

Her work impacted both 2-year and 4-year institutions, their students and faculty, and their communities’

businesses involved in global trade. The global business associate degree she created, developed, defended,

and shared, was the result of her ability to see synergy where silos existed; to create pathways forward where

borders existed. She drew from colleagues across the country and her own international experiences and she

was passionate about providing students and faculty with resources and opportunities to learn and embrace

global skills for the classroom and world of work beyond.

With this in mind, the Barbara Moebius Scholarship committee supports the benefits from the CGBP Student

Pathway Program, Student Ambassador initiative (i.e., 75.00 fee waiver and $195 fee waiver in some

instances) being offered to the recipients with an acknowledgement that the benefit is being made possible

by NASBITEs support of the Barbara Moebius Scholarship Fund. In this way, our ongoing operational activities

in this initiative will help us bring awareness of the BM Scholarship.

1) The Committee seeks Board approval to acknowledge NASBITEs support of the Barbara Moebius

Scholarship Fund in this manner.

Additionally, for every educational partner that qualifies for the “Exam Fee Waiver” (involves naming a

student ambassador and a minimum of 5 students signed up during the year), we propose that NASBITE

donate $30 to the Barbara Moebius Scholarship fund to ensure that the fund itself remains viable in the long

term (e.g., 20 schools name student ambassadors and recruit 5+ students each = 20 X $30=$600).

2) The Committee seeks Board approval to fund the Barbara Moebius Scholarship Fund in this manner.

This donation to the fund would be considered at the Board of Governors meeting in the spring each

year, and it would not be made if the organization was facing a financial loss for the year.

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Proposed language for The CGBP Student Pathway Program Guide

The CGBP Student Pathway Program Guide reads as shown below (in black). If these motions are

approved, the guide would be amended to include the red text shown below

________________________

NASBITE offers a Student Ambassador program**, which is designed to help faculty and staff at Educational

Partner schools generate awareness for the CGBP Student Pathway Program. Educational Partner faculty

may nominate one NASBITE Student Ambassador per 12-month period, beginning July 1 and ending June

30 of the following year. The nominated student may be a currently-enrolled Student Pathway program

participant, or may be a new enrollee to the Student Pathway program.

The nominated student:

must be enrolled as a full-time student at the Educational Partner school

must register with NASBITE for the Student Pathway program (if the student is not already enrolled), or be in good standing (if already enrolled)

must agree to help create awareness on campus for the CGBP Student Pathway Program, using tools and resources provided by NASBITE International

shall commit to host at least one face-to-face information session on campus to introduce fellow students to the Student Pathway program, answer questions, and circulate a Student Pathway signup sheet to enroll new Student Pathway program participants

For Student Ambassadors, NASBITE will waive the $75 CGBP Student Pathway program registration fee if the

student is not already enrolled; for students already enrolled in the Student Pathway program, NASBITE will

offer a $75 credit toward NASBITE Membership if application for membership is received no more than six

months following the students’ graduation. In addition, if at least five additional new students from the

Educational Partner school enroll in the CGBP Student Pathway Program before June 30, NASBITE will waive

the Student Ambassador’s $195 CGBP Certification exam fee.

Educational partner schools can nominate NASBITE Student Ambassadors here

**Note - This initiative is made possible, in part, by NASBITEs support of The Barbara Moebius Scholarship

Fund. Barbara Moebius was one of the very first founding board members of NASBITE International. She,

like the other founding members, quickly recognized the growing number of small and medium-sized

companies beginning to export in the 1980’s, so NASBITE International was formed to help them to master

global business skills. Barbara’s passion for, and expertise in, developing the vision and structure of NASBITE

earned her the affectionate title “Mother NASBITE”. For over 30 years, she was a faculty member and later

associat dean at Waukesha County Technical College (WCTC) in Wisconsin where she created a Global Trade

Associate Degree based specifically on needs identified by the global business sector. Her dedication to

increasing awareness of global business and culture, and her drive to infuse it throughout the curriculum,

earned Barbara recognition on a local, regional and national scale. As a result, she played a key role in the

formation of the NASBITE International CGBP certification, and in recognition of her legacy, NASBITE

International honors her work with this initiative.

To contribute to the tax-deductible Barbara Moebius Scholarship, follow this link, and thank you!

https://www.nasbite.org/cgbp/student-ambassador-nomination/

https://netforumpro.com/eWeb/DynamicPage.aspx?Site=NASBITE&WebCode=SelectDonation

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Proposed language for The NASBITE Website

The NASBITE website https://nasbite.org/moebius-scholarship/ currently reads as shown below (in black).

If these motions are approved, this page would be amended to include the red text shown below

On July 13, 2015 NASBITE International lost its leading lady- founding leader, colleague, and friend, Barbara Moebius. Barbara had a hand in everything that was and is NASBITE International serving in every office, writing the organization’s policy and procedures, selecting conference locations, establishing criteria for the selection of the host institution, creating our professional recognition awards, the development of the NASBITE Certified Global Business Professional (CGBP), and serving as Chair of the Distinguished Fellows and the Board Development Committee. Barbara also mentored new members and provided counsel to those developing new programs and writing grants. In the words of Janis Short, friend, colleague, and founding NASBITE International member: “She had a manner that was always classy, soft spoken, and quick to find the humor in a situation. The early NASBITE years had a lot of drama. As you know, groups “storm” before they create and evolve. During this time, Barbara was an anchor, a guiding light, and made sure people felt valued and respected. She repeatedly volunteered for the most thankless tasks and did a thorough job. She was a great competitor and helped push the field into new realms.” Beyond NASBITE International, Barbara was a local and state leader for over 30 years through her work at Waukesha County Technical College (WCTC), Pewaukee, Wisconsin, where she established the first Wisconsin International Trade Resource Center and International Business associate degree program and avidly supported similar developments at other colleges in the technical college system. She also was the voice of cooperation and synergy with other institutions of higher education and trade service providers to further global business in Wisconsin. She received multiple federal grants from the U.S. Department of Education and was highly respected nationally for her pioneering work in international trade education.

Barbara was living in Prescott, Arizona with her husband Don Wollin, where she had retired after her long and distinguished career. Her WCTC colleague, Aleda Bourassa (retired), says “ Barbara possessed an excellent mind, a vibrant spirit of discovery and awareness about the world and its cultures, and will be remembered as our North Star, pushing us to be our best, as she also challenged herself in her endeavors, benefiting education and business leaders into the future.”

The Barbara Moebius Memorial Scholarship fund has been established in her memory as visionary global trade educator, founding member, Past President and Officer of the Board of NASBITE International. NASBITE supports this fund through the NASBITE CGBP Student Pathway Program. Specifically, we do so in name, by referencing the fund and making it possible for nominated Student Ambassadors to help faculty and staff at Educational Partner schools generate awareness for the CGBP Student Pathway Program. This involves waiving the CGBP Student Pathway program registration fee ($75) for student ambassadors, and also waiving the Student Ambassador’s CGBP Certification exam fee ($195) at schools that have 5 or more students registered for the program. NASBITE then donates a portion of the fees collected from those schools to the Barbara Moebius Memorial Scholarship fund, which is used to support students who are exceptionally dedicated to global business. With more than 100 educational partner schools in our network, we believe that this recognition of her contributions, along with our support of this student benefit, is a fitting tribute and contribution to her legacy.

Please click below to contribute to the Barbara Moebius Memorial Scholarship fund. Your contribution will help fund a global trade student or academic professional to participate in NASBITE International activities. All donations are tax deductible.

https://nasbite.org/moebius-scholarship/

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NASBITE INTERNATIONAL ANNUAL BOARD SELF-EVALUATION SURVEY RESPONSES

2019

Amy Coon, Aleda Bourassa, Chairs BOG Members were asked to assess their activity in the following areas, on a scale from 1 (Low activity/agreement with statement) to 5 (High activity/ agreement with statement). Following are the aggregated results for each area that was assessed: Q6: I attend Board Meetings regularly:

Q7: I am prepared for meetings; have read agenda material:

Q8: I contribute regularly during Board Meetings and suggest agenda items on occasion:

Q9: I provide input from constituent group/region:

Q10: I serve actively on a committee:

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Q11: I attend the NASBITE Annual Conference:

Q12: I actively represent NASBITE in the community:

Q13: I understand the duties and responsibilities as a Governor:

Q14: I am familiar with NASBITE’s mission, policies and strategic plan:

Q15: I can interpret NASBITE financial statements:

Q16: I keep current with issues facing NASBITE and international trade:

Q17: I find Board membership stimulating and rewarding thus far:

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Self-Evaluation Feedback Aligned to Agenda Key Initiatives/Strategic Planning Opportunity will be provide to review/discuss comments (i.e. strengths that can be leveraged and opportunities for improvement that should be addressed) during the BOG meeting. Note: Items in Blue Font reflect the subject topic related to the comment shared.

CORE MEMBERSHIP SERVICES Summit and Conference

Contributed in my role

2019 National Small Business Exporter Summit. BOG Successes

Kudos to Student Case Competition Committee

I’d suggest to increase CGBP exam takers, we find a way can they come a day early to do the Boot Camp! Reduced fee for training and exam…we could have a big pool certified every year.

The evolution of the exporters summit is impressive

Exporters Summit

2019 Annual Conference was a huge success - good attendance, quality presentations and good location.

2019 Annual Conference, ongoing

NASBITE National Export Summit.

Successful summit and conference I would like to be better informed and more involved

Conference speaker selection

CGBP Governance Council Regarding my individual contribution to the board

Supporting CGBP Exam Vendor Transition

CGBP infrastructure (new vendor)

CGBP Recertification/Certification What issues have most occupied board’s time and attention

Credential upgrades/test vendor

CGBP growth

CGBP numbers

Increasing CGBP Shortcomings, need more work on

More students involvement, and to our detriment lacking knowledge how to market internationally to attract members from other countries…need to do better job promoting CGBP globally.

Ratio of CGBP awardees (over 2,000) to current/recertified CGBP (less than 500) is very concerning.

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CORE MEMBERSHIP ACTIVITIES/BOARD CAPACITY Regarding my individual contribution to the board.

Would be happy to do more…seems like officers have most things in their hands…need to focus on a bigger initiative and less on initiatives that take up lots of time and energy

Becoming more familiar in order to be relevant and productive. Thank you!

Volunteered for 4 task teams - OWIT, NCBFAA, Outstanding Exporter CGBP Pathway and Recertification; until they are actively engaged I feel this year it has been minimal.

The President, VP and Committee heads appear to recognize that I am happy to contribute in any way asked.

I believe our transition to actively engaged task teams has gone very well

I'm working through the learning curve--with a little help from my friends.

It is my pleasure to serve NASBITE members and Board over the years.

I continue to fully enjoy my service on the NASBITE board. Great group What issues have most occupied board’s time and attention

Too much time on operational issues in the board- meetings when ED/EC could sort out separately.

Controlling the budget.

NASBITE's current financial position, projections and growth strategies.

CGBP Student Pathway Program Launch and Educational Partner expansion activities - designed lend increased support to student candidates and increase CGBP exam test-taker numbers.

Increased new stakeholder/partner outreach to build connections with National DEC, NCBFAA, OWIT, ASBDC, AAEI and others.

Building affiliate relationships with trade database companies to bring increased value to NASBITE members.

Successful brought NASBITE's finances into the black for the first time in 3+ years.

Active engagement of a number of task teams to support NASBITE activities and supplement SMG activity.

Increased Financial Strength

Finances

Program income generation

Increasing financial strength

Successful brought NASBITE's finances into the black for the first time in 3+ years.(Editor’s

note: placed this statement in twice.) Development of new initiatives in support of increasing financial strength and member value

add

Financial

Staying afloat financially

NASBITE's good financial management that brought the organization back to profit

Return of NASBITE finances to the black. Evidence on new revenue sources coming online vs. saving just gained from cost containment

Black ink on bottom line at year end - yay!!

Positive financial status

Positive balance in last fiscal year Successes

Overall structure and organizational improvements

P a g e | 26

Activity of BOG in general- We are now more "active" then before Shortcomings, need more work on

Officers could do personal phone/eml outreach "2/yr" (before Fall meeting and after Spring conference) to Board members that are not on EC

No blatant shortcoming. Share words on continued encouragement....the Board has made great gains toward being a working board, and the overall level of engagement of members continues to increase

Mostly improvements, not shortcomings, in direction, leadership, and efforts to engage BOG members and Distinguished Fellow. There is still some push and pull over whether membership or GGBP should drive what we do

Need a focus on succession – need a pipeline of potential VPs, but currently that is lacking

None at this time

Need a clear path for officers to be developed and codify this in the P&P

Declare in the annual survey if an officer intends to run for a second term- this will help the organization understand what leadership will look like for the following year

Use the annual survey for BOG members to declare their intentions (continue to serve current term; plan to run for new term; plan to resign) instead of a separate e-mail for this

Make sure the fall board meeting discusses Officer positions so that interested persons have a chance to be mentored by Fellows or past officers and are prepared to submit their names for the spring Officers election

I would like to be better informed and more involved.

I don't feel left out

N/A, I feel well informed

All good Suggestions/comments regarding the Board's performance in guiding the organization forward

Seem to have a long list of accomplishments being aimed for…are we mainly going for the quickest, easiest attainable…are we sacrificing quality over quantity

Great job keeping things focused and working/leading by example

Strive to keep discussion at face-to-face board meetings inclusive and strategically focused. Maximize the time and talents of all... Encouragement to all board members to review correspondence in advance of the meeting and stay focused on the discussions at hand for the 2-days the group is together

Everyone on the board needs to be active on task teams

I'm in the listening, learning and paying attention phase

NASBITE leadership (current president/VP with Kathy-SMG) is taking NASBITE to the next level of performance. Stay the course and refine the plan is my only suggestion, which they are focused on.

Keep sharing minutes Social Media

Successes

Website improvements

Website upgrade

P a g e | 27

CGBP Student Pathway Program What issues have most occupied board’s time and attention

So much time on student pathway…question if that’s the best way to increase student involvement.

Student pathways and educational institutions

CGBP Student Pathway Program Launch and Educational Partner expansion activities - designed lend increased support to student candidates and increase CGBP exam test-taker numbers

Successes

Student pathway

Outreach to business schools thru Student Pathway

CGBP Student Pathway Program and Educational Partner launch

Increase in Student Pathway Program

Student Pathway Program—ongoing

NASBITE Student Chapter

CGBP Training Resources

Suggestions/comments regarding the Board's performance in guiding the organization forward

Keep the focus on NASBITE as a membership organization with CGBP, training tools, resources, etc. as benefits and deliverables

BUILDING THE CGBP NETWORK/EXPANDING NASBITE’S REACH

What issues have most occupied board’s time and attention

Continuous quality improvement on existing programs and partnerships.

Partner and member relationship building,

Sponsor relationship building

Increased new stakeholder/partner outreach to build connections with National DEC, NCBFAA, OWIT, ASBDC, AAEI and others.(Editor’s note: placed this statement in twice.)

Building affiliate relationships with trade database companies to bring increased value to NASBITE members. (Editor’s note: placed this statement in twice.)

Successes

Diversifying board members…[but] still need more with business experience…

Leadership's strength in keeping board's focus in key priorities with growing student/institutional presence and other Partnerships

Rationalization of member fees and benefits Shortcoming, need more work on

Fund raising, big corporate partnership

Increasing sponsorship. Increasing membership across the broader definition of "member"

Always the same issue: how to keep non-exec members involved I would like to be better informed and more involved

Would like to help create/identify a fund raising and a large corporate partnership strategy. Suggestions/comments regarding the Board's performance in guiding the organization forward

Let’s focus marketing NASBITE and CGBP to the private industry

Aggressively pursue the implementation of the growth strategy (Leroy) presented in Savannah

P a g e | 28

Have to activate our engagements with partner organizations (OWIT, ICPA etc.) to increase NASBITE's outreach to the business community and grow membership

International outreach for membership and CGBP should form part of NASBITE's core growth strategy

SMG Contract Performance Review by NASBITE Leadership This document is an assessment of the performance of Stringfellow Management Group (SMG) in the execution of the services offered to NASBITE International from January 1, 2018- Dec 31, 2018. This assessment is a comparison of the services proposed in the NASBITE-SMG association management agreement to the services delivered in the second year of our initial agreement (i.e., to the end of our initial contract period). This feedback is intended to complement the recent SMG survey of the Board of Governors. The assessment was initially assembled with inputs from Leroy Lowe, NASBITE President, Jackie Rasmussen, NASBITE Vice President, Tammy Marquez-Oldham, NASBITE Immediate Past-President, and Mike Seibert, NASBITE Treasurer. It was shared with SMG along with written feedback highlighting the fact that SMG has done exceptionally well this role. We explained that the NASBITE Board of Governors is pleased with the commitment, efforts and expertise of the SMG team.

Additionally, constructive feedback was offered on a handful of items that didn’t meet our expectations (see below). Note that most of these issues were discussed and fully addressed at the time of our contract renewal.

1. Sponsorship & Exhibitor Recruitment – This is an area where SMG has significant strength. SMG is able to formulate an excellent offering package and their discussions with potential sponsors (on NASBITEs behalf) generally go very well. Indeed, the sponsorship effort in the first year of the SMG contract resulted in significant sponsorship growth. However, the sponsorship/partnership effort in the latter portion of 2018 was slow to get underway. In fact there was almost no activity until Jan 2019 and while it was difficult to assess the impact of that lack of activity at the time, in the remaining months of the 2018-2019 FY (i.e., early this year), the time crunch with these sponsors appears to have been too much for SMG to manage. As a result, SMG has committed to ensure that more focus is given to this area in 2019 and 2020

2. CGBP-aligned Materials – The effort to get FITTs materials reviewed by an external reviewer was not well managed. This item that impacted the 2018-2019 FY because we haven’t been able to move ahead (making CGBP aligned materials to members). SMG has since committed to ensure that more focus is given to this area in 2019 and 2020

3. Social Media – This is an area of weakness that was discussed at length at contract renewal. SMG has committed to improve the efforts in this area to include NASBITE Partnership announcements – 1 announcement/week (approx. 2 ads per year (min) for all sponsors and partnerships) and to provide monthly reporting on KPIs (website traffic, email captures, page, group and president followers and web sales). Some differences remain over SMGs obligations and NASBITEs needs that relate to reaching an expanded audience for brand-building and CGBP-related traffic generation.

4. Management Liaison – It has been agreed that the SMG Management Liaison function would be removed from the NASBITE-SMG contract.

Service

Inadequate Below Expectations

As promised

Exceeds Expectations

2.1 - Association Management and Leadership: At the direction of NASBITE’s leadership, the internal staff team will be overseen during the transition and initial months of the relationship by Fred Stringfellow, Management Liaison. Ongoing staff leadership and oversight will be the responsibility of Kathy DeMarco, Executive Director, for administrative, membership, certification, social media and website coordination. Amy Chetelat as Director of Finance will oversee the financial, bookkeeping and investment management functions and will be supported by Pam DiCara, Accounting Manager.

X

2.2 – General Office: a. Space and Furnishings: SMG has a professional office suite in Forest Hill, Maryland, including free parking, conference room, and full kitchen facilities. Client organizations are welcome to hold meetings at SMG offices. The office is staffed from 8:30 a.m. to 5:00 p.m. In addition, SMG equips its staff to work virtually, via its Virtual Private Network and VOIP telephone system.

X

b. Correspondence and Inquiries: Mail: SMG staff will handle daily mail, USP and other carrier deliveries on behalf of NASBITE.

Phone: SMG’s VOIP telephone system provides separate and dedicated incoming telephone numbers for SMG and for each client organization. For clients with a toll-free telephone number, the toll-free calls are forward to the dedicated line for that client; costs for forwarding are paid directly by the client.

Fax: SMG provides a fax number for incoming faxes to client organizations and we monitor incoming faxes.

Voice Mail: Each SMG associate has a personal voice mailbox, accessible from any location. In addition, a general NASBITE voice mailbox will be established for general inquires that are not directed to a specific member of the staff team.

Email: SMG associates each have a dedicated email account; we also establish separate and dedicated “general” email addresses for each client organization. Emails are continually monitored and response or forwarding handled immediately.

X

c. Storage Requirements: SMG provides on-site storage at our Forest Hill office for current files, inventory, and supplies and materials. SMG also uses offsite, climate-controlled and secure storage services for archived records and materials not frequently accessed. If NASBITE has a Records Retention Policy (which we recommend), SMG staff will manage NASBITE records and files according to the policy. SMG staff will index all NASBITE records for easy identification, retrieval and access. NASBITE will be billed for costs associated with offsite storage based on volume and frequency of retrieval. For shared documents, SMG can recommend several platforms which provide controlled access to designated leadership and others as needed. Google Drive is a recommended platform and SMG staff can coordinate the setup and permissions management based on NASBITE’s needs.

X

d. Conference Call Coordination: SMG will schedule and coordinate telephone and web conferencing requirements as needed. We use a

X

Service


As promised


variety of teleconferencing services (free and fee-based) as well as all major web conferencing platforms including WebEx, GoToMeeting, etc. Any direct costs are billed to NASBITE for teleconferencing and web conferencing services.

e. Meeting Arrangements: All meeting arrangements for NABSITE events will be handled by the Director of Meetings, including site/venue/platform selection and confirmation, attendee notification/promotion, all event logistics, registration, budgeting and billing, and onsite guest room needs.

X

f. Minutes: The Executive Director will participate in, and record the minutes of, all Board of Governors and Executive Committee meetings. Draft minutes are provided for review and approval per NASBITE’s policy and procedures.

X

g. Mailing lists: Members, potential members, award recipients, certification candidates, and other required contacts will be maintained in a secure, NASBITE-designated database to be maintained by SMG staff.

X

h. Membership Renewals, Certificates of Membership: The Member Services & Certification Coordinator will process member renewals, membership database updates, and issue renewal certificates per NASBITE’s policy and procedures.

X

i. Host Annual Executive Committee Meetings: SMG will be pleased to host the annual meeting of the Executive Committee, at our offices

in Forest Hill, Maryland. Our office is easily accessible to BWI (Baltimore-Washington International Airport) and our conference room can comfortably accommodate up to 15 people. Our office is equipped with wireless internet for guest use. We have full kitchen facilities on site and can support catered meals for working meetings.

X – N/A

2.3 – Annual Conference Management: As previously described, SMG excels at producing our client’s most “visible” activity: events. The Director of Meetings will work with NASBITE to produce events that meet the objectives of NASBITE and the needs of its participants. From site research, inspection, selection and contracting, planning and pre-event coordination, program development, marketing and promotion, through on-site management and post-event evaluation and analysis, our team has experience producing all sizes and types of events, both domestically and internationally.

X

a. CVB Services: Our staff works regularly with CVB representatives in host cities, on behalf of clients for assistance in site identification, research, selection and contracting. Site inspection or site familiarization visits are regularly used when a short-list of candidate sites is identified.

X

b. Site Selection: SMG staff will develop a custom site comparison report including important metrics and financial date, to support the

X

Service


As promised


EC’s decision-making for site selection.

c. Contracting: Serving as an agent on behalf of NASBITE, the Director of Meetings and Executive Director will work at the direction of the EC to complete negotiations and confirm a legally binding contract for the event.

X

d. Promotion and Marketing: Staff will coordinate the development, design, and publication/launch of multi-media promotion and marketing campaigns for each event. The Director of Meetings and Social Media Coordinator work closely to integrate print, electronic, we-based, and social media marketing to various target audiences.

X

e. Registration Management: We can offer paper, e-form and online registration options, and will coordinate the development and design of registration materials/media, confirmations, attendance lists, badges, bade ribbons and other materials as required.

X

f. Sponsorship & Exhibitor Recruitment: As described earlier in this proposal, SMG has experience in developing and coordinating a number of successful, value-driven sponsorship development programs that have proven to aid in growth and financial strength for our clients. Working within the resources available and at the direction of the EC, SMG will develop a comprehensive program of sponsorship benefits, targeted marketing plans and promotional materials for sponsor and exhibitor recruitment. We will measure, assess and report progress on a regular basis. For these services we propose a sponsor/exhibitor incentive bonus plan based on any increase over current sponsor/exhibitor revenue.

X

g. Conference Presentation Coordination: Working at the direction of the EC, the Director of Meetings will coordinate presentation and presenter solicitation, confirmation and presentation logistics.

X

h. Awards Program Coordination: Working at the direction of the Awards Chair, the Director of Meetings will coordinate the Awards nomination process.

X

i. Conference Exhibitors: The Director of meetings will handle all coordination and logistics for the exhibit program including exhibit fee billing.

X

j. Conference Speakers and Agenda: At the direction of the EC, the Director of Meetings will coordinate all conference speaker arrangements and will develop the final conference agenda.

X

X

Service


As promised


k. Awards: The Director of Meetings will coordinate the development, design and purchase of the required Award items.

l. Conference Program: The Director of Meetings will work with the EC to develop, design, print and distribute the Conference Program.

X

m. On-Site Management: SMG will provide three staff members for on-site event logistics and management: the Executive Director, the Director of Meetings, and the Association Coordinator. Additional staff can be provided if needed. The role of staff on-site will be to oversee the execution of the conference with the host facility and all vendors and to coordinate and provide registration services for attendees.

X

n. Student Case Competition: The Director of Meetings, supported by the Association Coordinator and other staff as needed, will coordinate the annual Student Case Competition in coordination with the President and the EC.

X

o. Presentation Evaluations: The Director of Meetings will develop, design and distribute conference presentation evaluations and will provide summary reports and analysis of responses.

X

p. Post-Conference Attendee Survey: The Director of Meetings will develop, design and distribute the post-conference attendee survey and will provide summary reports and analysis of responses.

X

2.4 – NASBITE International CGBP Credential

The CGBP credential is central to advancing the NASBITE mission. Its future growth is imperative. SMG will work with NASBITE to strategically plan for the development and growth of the program, and to advance the value of the CGBP credential among the global business community. There appear to be opportunities for growth among several key audiences, both in terms of potential CGBP candidates and in partners who would support and promote the value of the CGBP credential. We will work with NASBITE to leverage all potential opportunities and partnerships, and will coordinate not just a few campaigns, but an integrated development program across various audiences and using a wide variety of media and messaging techniques.

SMG’s experience in developing, launching, and coordinating Certification and credentialing programs will be leveraged through the use of any of a number of successful models we’ve developed, as we’ve noted on pages 7 and 9 of this proposal.

X

The Executive Director will be overseeing the development of specific plans and programs for the EC’s approval, based on available

X

Service


As promised


resources. The Management Liaison will provide advice and strategic support for Certification program management and development. Once plans and programs are approved, the Executive Director will work with the staff team to launch, coordinate and assess results.

The Member Services & Certification Coordinator will be responsible for day-to-day coordination of the CGBP credential and will provide front-line customer service for candidates and credential holders. Certification data will be maintained in a secure database dedicated to NASBITE with controlled access. The Coordinator will also be the primary contact to liaise with other credentialing service providers with whom NASBITE works, for the seamless coordination of the program.

X

Below are some of the tasks to be performed in the management and development of the CGBP Credential. Primarily, the Member Services & Certification Coordinator will handle the administrative tasks. Marketing and development activities are overseen by the Executive Director with support from the staff team: 2.4.1 - Act as the Steward of the CGBP Credential: a. In conjunction with the BOG, develop and implement marketing activities to promote the CGBP professional qualification and related programs including recertification and training.

X

b. Maintain all information relating to the CGBP on the NASBITE International website including exam details, testing windows, recertification process, accredited training programs and certified CGBP trainers.

X

c. Maintain a current listing of CGBP credential holders on the NASBITE International website.

X

d. Coordinate with exam vendor required communication such as confirmation of exam windows and public information presented on website.

X

e. Provide post-CGBP exam follow-up including sending certificates and ongoing communications to test takers.

X

f. Maintain database of ongoing candidate statistics.

X

2.4.2 - Promote and Facilitate the CGBP Recertification Process: a. Ensure CGBPs are aware of recertification requirements.

X

b. Ensure the value proposition for CGBP recertification resonates with those who have taken and passed the CGBP exam.

X

c. Promote CGBP recertification.

X

d. Maintain the CGBP recertification application and maintenance process (including online application for CGBPs to submit their

X

Service


As promised


recertification CEUs, payment, and maintaining personal details).

2.4.3 - Expand and Service NASBITE Internationals Network of CGBP Training Partners: a. Engage existing CGBP training partners to understand their needs and support their training delivery efforts.

N/A

b. Engage prospective CGBP training partners to grow the network of delivery partners.

N/A

c. Promote the value associated with CGBP trainer certification.

X

d. Promote the value associated with CGBP training program accreditation.

X

e. Process and approve applications from individuals who want to become certified trainers.

X

f. Process and approve applications for institutions to approve their training programs.

X

g. Look for opportunities to better serve this network of training delivery partners.

N/A

2.4.4 - National Student Network of CGBP Study Chapters: a. Review models of other student-led associations to identify best practices that could be employed to develop a student-led national association of CGBP study chapters (i.e., established within business schools in most states).

N/A

b. Propose a business model (to the NASBITE International Board of Governors) for an organization that would serve this purpose.

N/A

c. An ideal model would leverage such means as student leadership, (on campus, at the state-level, and regionally) and make use of volunteer CGBP mentors to minimize the cost and effort required to run such an organization.

N/A

d. On approval by the board of governors, initiate, promote and build this organization in support of NASBITE International’s interest in increasing the level of trade-related expertise in business graduates.

X

Service


As promised


2.4.5 - Provision of CGBP Study Materials: a. Engage with representatives at state-level partners that have accredited training programs to assess their ongoing needs for CGBP training materials.

X

b. Identify opportunities for NASBITE International to provide materials for the needs of partners that have CGBP accredited training programs.

X

c. Also consider the study materials needs of students that will be part of the CGBP Study Chapters (see 2.4.4. immediately above) and those of other stakeholders as well.

X

d. Make recommendations to the NASBITE International Board of Governors for a business model that would allow NASBITE International to provide CGBP training materials to this range of stakeholders.

X

2.5 - Grow NASBITE International’s Membership and Membership Services: With its diverse range of stakeholders, NASBITE International has opportunities to meet the needs of today’s global business professional by providing unique and valuable services and programs. As the Host Organization staff, SMG will work with the EC and key leaders of NASBITE on comprehensive membership assessment and value-building activities to drive growth and membership retention. The staff efforts will be led by the Executive Director and will be supported by the Member Services & Certification Coordinator, and the Director of Social Media. Some of the activities to be undertaken include the following: a. Review and evaluate the needs of each of these stakeholder groups on an ongoing basis and determine whether or not the value proposition for membership is adequate to sustain their ongoing interest in maintaining their affiliation with the organization. This can be accomplished in a number of ways including print or online surveys, focus groups, member interviews, etc. Data already available showing rate of usage of member programs, program financial performance, and other factors will be assessed to determine value and sustainability of each value proposition.

X

b. Develop new initiatives to provide better service to these members (i.e., enhanced membership benefits) to increase membership revenues. Such new program development will be based on the mission and strategic goals of NASBITE, and will be rooted in data-driven decision making from the value assessment process.

X

c. Nurture positive relationships with members. The SMG staff team strives for customer service excellence and seeks opportunities to work alongside volunteer members for the advancement of the organization.

X

d. Grow NASBITE International’s membership. As highlighted on pages 6 and 9, we have experience in international trade development activities as well as international events to drive interest outside of the North American market. Depending on specific target areas and available resources, we will work with the EC to develop programs focused on increasing NASBITE’s international reach in terms of membership and cooperative alliances.

X

Service


As promised


2.6. - Website Management As the public face of the organization, and increasingly a significant source of membership benefits, the website is an essential platform for communicating, collaborating and informing various audiences. The SMG staff team will ensure that the NASBITE website is responsive to member needs, provides accurate and current information, and provides usability through professional design. As required the staff team will coordinate and manage information and design of the NASBITE website: a. Review and evaluate the needs of NASBITE International’s various stakeholder groups on an ongoing basis and determine whether or not the information and services that are provided on NASBITE International’s website are aligned with their needs.

X

b. As needed, liaise with website development contractors, ordering all necessary changes, and updates to the site structure, layout, navigation, and aesthetics; noting that substantial changes must be submitted for prior approval to the EC.

X

c. Arrange for ongoing technical support of the NASBITE International website(s).

X

d. Manage website content and keep it current on an ongoing basis.

X

With respect to the current CMS, we will work with the EC to evaluate its usefulness and efficiency for maintaining membership, certification and registration data, and performing essential renewal and registration functions and transactions. We can recommend alternate platforms including one used by most SMG clients, Abila NetFORUM Pro® Edition®. Abila’s netFORUM Pro is a robust, hosted product developed specifically for membership organizations. It integrates with credit card processing and financial accounting software that would enable members to log-in to the NASBITE website and perform online credit card payment for membership dues, event registrations, publication orders, and other fee-based services. Users (Members) have access to editing tools to update their personal login password, and their individual contact and professional information as it appears in the Online Member Directory. Each SMG client using this platform is provided a separate license and a dedicated Abila database. Abila licensing fees, database development, and maintenance of NASBITE member data are included in the management fee. It is also possible to integrate the e-commerce site with the “public” website, to offer users a single log-in, enabling seamless transition between public and members-only areas of the site. Should NASBITE choose to provide single log-in capabilities, a monthly fee of $100 will be assessed.

X

2.7. - Social Media: A Director of Social Media is part of the proposed SMG staff team as the point person for coordinating all messaging, marketing and networking activities using social media platforms. User/follower development, web analytics, and usage tracking will be provided as tools to assess the success of social campaigns and activities.

X

Service


As promised


3.0 - Financial Management

a. Accounting: SMG staff understand the importance of sound fiscal management for our client organizations. Our systems and procedures include a number of checks and balances to ensure compliance with generally accepted accounting principles that will give your Board peace of mind. Each client association’s funds—both operating and reserve—are held in separate accounts, in the name of the organization, with authorized signers as designated by the client. Funds are never co-mingled with those of other clients, or with SMG accounts. SMG manages accounts receivable and payable on a monthly cycle; however, bank deposits are prepared and deposited to the organization’s bank accounts on a daily basis. We will send payables with back-up invoices for designated approval to NASBITE’s Treasurer or other authorized signer(s) on a twice-monthly basis. We will allocate expenditures to proper expense categories and will disburse funds as authorized, using procedures that will maximize NASBITE’s control over its funds. Financial statements will be presented by function and by activity for ease of analysis of individual programs’ financial performance. Frequency of Reports: SMG staff, working closely with the NASBITE Secretary/Treasurer, will provide monthly, preliminary financial statements to the Secretary/Treasurer, as well as quarterly, preliminary financial reports to the Board of Governors. The Executive Director will provide a detailed financial report at each Board of Governors meeting, including an analysis of key financial performance ratios.

X

b. Budget preparation and Tracking: The Executive Director will work with the NASBITE Secretary/Treasurer or other leadership to develop the annual operating budget. Monthly tracking and analysis of revenues and expenses will be provided to the Treasurer via the preliminary monthly financial statements.

X

c. Investments: The SMG financial management staff will monitor and provide monthly review and reconciliation of NASBITE investments, following NASBITE Investment Policy provisions. If no formal Investment Policy exists, we can assist the Secretary/Treasurer and Board of Governors in developing and adopting a specialized non-profit investment policy for growth and asset protection.

X

d. Credit Cards: We will establish credit card processing services for NASBITE, and perform credit card payment processing including providing receipts for all credit card charges. Our staff continually monitors gateway and bank card processing fees and rates and can analyze and recommend the best vendors for such services. All processing costs and fees are paid directly by NASBITE.

X

e. Audit: SMG will work with an independent accounting firm of NASBITE’s choosing, or can recommend several independent firms to provide auditing services. We can recommend and assist NASBITE in choosing an appropriate service provider, and work with the NASBITE-selected auditor throughout the audit process. Fees and costs for the annual audit are billed directly to NASBITE.

X

Risk Management & Insurance Coverage:

Service


As promised


a. Conference Insurance: If desired by NASBITE, the Director of Meetings will source and secure appropriate coverage for convention cancellation, curtailment, or postponement due to Act of God, terrorism and other incidents out of NASBITE’s control. We work with insurance providers which specialize in non-profit organization event coverage and can recommend the appropriate coverages needed. Costs and premiums and well as any potential deductibles are paid directly by NASBITE.

X

b. Board of Governors Insurance: The Executive Director and financial team will coordinate and manage coverage for Association Professional Liability (also known as Directors’ & Officers’ coverage) on behalf of NASBITE, with premiums, costs and any potential deductibles paid directly by NASBITE.

X

c. General Liability Insurance: We also recommend General Liability insurance coverage for NASBITE, which would protect NASBITE against financial liability related to liability claims for bodily injury and property damage arising out of premises, operations, products, and completed operations; and advertising and personal injury liability. We can recommend and secure appropriate coverage for NASBITE, for which premiums, costs and any potential deductibles are paid directly by NASBITE.

X

Management Fee Proposal

SMG is pleased to submit the following options for annual management services to NASBITE International. SMG’s philosophy is to charge a fair fee for the services that we provide, and to provide our clients with a confirmed cost, on an annual basis, to assist you in operations budgeting. Our comprehensive management fee covers management, staffing, office expenses, general office supplies and all expenses as outlined below;* we pass through any direct bills from vendors with zero mark-up or commission. For management of NASBITE to include a complete team of SMG staff members including the Executive Director, Management Liaison, Director of Finance, Director of Meetings, Accounting Coordinator, Member Services & Certification Coordinator, and Director of Social Media, we Propose the following options: Option 1: Annual Management Fee: $90,000 Includes all services as described; Management Liaison will be active during transition period. $5,000 Transition Fee additional. Option 2: Annual Management Fee: $96,000 All services, plus Management Liaison remains actively involved throughout the year at a strategic level, including attendance at one Board

of Governors meeting, annually. Transition Fee included.

X

NASBITE International

2020 Sponsorship Packages

September 2019

Sponsor

Fees:

2020 Sponsor Benefits Base Package: $1,000

All Sponsors much purchase Base Package to be eligible for additional options.

Benefits include:

NASBITE Membership (Institutional, two representatives)

One annual Educational Webinar, facilitated, promoted and coordinated by NASBITE

Year‐round Profile on NASBITE website

Two social media posts per year

Recognition at Conference: on‐screen and signage

PLUS, add your selected additional sponsorship opportunities:

National Small Business Exporters Summit: PREMIERE Sponsor/Exhibitor + $5,000

Luncheon Keynote Presentation

Tabletop Exhibit with One Registration

Exporter Summit Program 1/2 page ad

Exporters Summit Website Recognition

Exporters Summit Attendee List Access (Pre‐Event)

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2020 Annual Conference: Sponsor/Exhibitor Package + $1,500


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2020 Annual Conference Commercial Demo Session + $500

Added Value Sponsorship Opportunities:

Sponsor Logo on Hotel Key Cards for Summit & Annual Conference + $750

Sponsor Logo on Conference Tote Bags for Annual Conference + $750

Sponsored Device Charging Stations for Summit & Annual Conference + $750

Contact NASBITE International to customize your 2020 Sponsor Benefits Package.

NASBITE International Site Selection Tool (2021)

Palm SpringsCA

PortlandOR

Santa FeNM

TucsonAZ

ScottsdaleAZ

Las VegasNV

MinneapolisMN

MadisonWI

DetroitMI

Grand RapidsMI

MilwaukeeWI

Local Support Factors:DEC Region/Local DEC - Contact/Liaison? Pacific South Pacific North Southwest Southwest Southwest Pacific North Midwest Great Lakes Great Lakes Great Lakes Great Lakes

USEAC?WTCSBDCCIBERAcademic Institution(s)"Host" school for Case CompetitionOther Partners?Local Keynote Speakers - availability

Geographical Factors:

# of daily direct flights10 airlines flying non-stop from

PSP to 21 destinations

100 direct flights to 75 destinations

Direct flights to Santa Fe to Dallas,

Denver, and Phoenix

50 flights on eight airlines fly

nonstop to 19 destinations

nonstop to more than 100

destinations

500 daily flights to 150+ cities

Delta hub; 167 routes

19 Non-stop Destinations

Delta, American, Southwest

Six airlines serving 26 major market destinations with 120 daily nonstop

flights

nonstop flights to 49 destinations

potential weather impact (average hi/low temps; days of rain in March)

80/51; 1 day 56/41; 14 days 55/26; 3 75/48; 2 77/49; 3 72/39; 0.5 41/24; 6 44/23; 7 45/29; 8 43/26; 8 42/31; 2

rotation (East - Central - West) West West West West West West Central Central Central Central Central

Govt. Per Diem Rate (March 2019 / April 2019) $137 / $137 $150 / $184 $123 / $123 $94 / $94 $172 / $133 $130/$102 $135 / $151 $107 / $127 $131 / $131 $118 / $118

Availability of State Tax Exemption OR Rebate for Non-Profits*

NO NO YES NO NO YES YES YES YES YES YES

California State Travel Restrictions: Alabama, Kansas, Kentucky, Mississippi, North Carolina, Oklahoma, South Dakota, Tennessee, Texas

N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A

Political/Cultural Factors of which to be awareBleisure - cultural, entertainment options (developed downtown)

Hotel location-specific Factors:Guest Room Rate Rebate to NASBITE on guest room blockDoes the loction require higher rates on weekends?Per Diem Rates Provided in Block (Limited/Unlimited)Function Space - contiguousFunction Space - central area for tabletop displaysFunction Space - flexibility for growth of programs as neededFunction Space - President's Suite for Reception?Distance from Airport(s)Dining + Entertainment within walking distanceOffsite Event Location (within walking distance preferable)WiFi Connectivity (cost and quality) - meeting spaceWiFi Connectivity (cost and quality) - guest roomsAttrition/Block Reduction (prefer 20% slippage)Resort Fee or other add-on fees for guest roomsAirport shuttle availabilityApplicable sales tax/service charges

*Does the state in which the meeting site is located offer tax-exempt permits for 501c3 nonprofits? (Not all of them do. Maryland does, Georgia did not). Saves NASBITE about $4,000-$5,000 in sales tax on hotel and local vendor purchases.

Please return completed Application and Profile Form to: NASBITE International

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DEADLINE FOR SUBMISSION: SEPTEMBER 15

NASBITE International Board of Governors Application Form and Professional Profile

Name: ______________________________________________________________ Date: _________________

Type of Organization Where Employed: ____________________________________________________________________

For CURRENT Members of the NASBITE Board of Governors:

Number of Years Served on BOG: __________ Position(s) Held: _______________________________________

BOG Activities, Task Forces, Projects: ______________________________________________________________

For ALL Board Applicants:

Other Board Experience? __ No __ Yes (please describe): _____________________________________________

Are you CGBP Certified? __ No __ Yes

Please enter an "X" for all of the following that apply to you today:

Community Connections: Areas of Expertise:

_____ Corporate _____ Accounting/Finance _____ Education _____ Administration/Management _____ Media _____ Outreach/Partnerships _____ Political _____ Entrepreneurship _____ Philanthropy _____ Event Management _____ Small Business _____ Fundraising _____ Social Services _____ Grant Writing _____ Other: _________________________ _____ Human Resources _____ Other: _________________________ _____ Technology _____ Other: _________________________ _____ Legal

_____ Non-profit Languages Spoken: _____ Public Policy ________________________________________ _____ Public Relations/Public Speaking ________________________________________ _____ Strategic Planning ________________________________________ _____ Small Business Languages Read: _____ Corporate Experience ________________________________________ ________________________________________ ________________________________________

There are several areas of involvement for an individual to choose from to fulfill his or her responsibilities as a BOG Member. Some of these are marketing and public relations, finance, outreach/partnership, board development, the CGBP, conference planning, sponsorship and others. As task forces or working groups each of these areas significantly contribute to the operations of the organization and to achieving our overall mission and goals. If elected to the BOG, you will become familiar with NASBITE’s work, you will be able to indicate where you believe you may make contributions, or you may be asked to join by a team leader for a specific need.


MARTIN R. BRILL 1427 Garalyn Road

Harrisburg, PA 17110 (O) 717-232-3475 (H) 717-651-9296

[email protected]

PROFESSIONAL EXPERIENCE 1996-Present Kutztown University Small Business Development Center, Harrisburg, PA. Program Manager, International Trade Provide quality one-on-one consulting to over 100 small and medium-size businesses

annually in 9 counties in South-central Pennsylvania on strategic planning, finance, website evaluation, cross-border risks, letters of credit, trade contacts, export insurance, state and Federal marketing programs, Foreign Sales Corporations, target marketing, point of sales materials, Eximbank and SBA programs. Assist clients in obtaining trade grants, from state and Federal sources totaling over $5 million. Serve on the Capital Region Economic Development Corporation loan review committee since 2003.

Developed a consulting contract with the PA Department of Agriculture for 8 years,

1998-2006. Assisted in creating a new marketing coop for 38 PA food manufacturers. Advised the Bureau of Market Development, Pennsylvania Department of Agriculture on marketing, financing, strategic planning, trade shows, in-bound missions and specialized training sessions. Developed innovative business planning templates for the PA Center for Dairy Excellence to help dairy farmers increase profitability. Recognized export in agribusiness consulting within the PA SBDC network.

Organize practical seminars on various export topics such as the Euro, E-Commerce,

Internet sources for trade data, marketing, logistics, trade financing and cross-border negotiations. Assist in creating new blended learning modules for PA businesses.

1995-1996 Atlantic Trading Company, Baltimore, Maryland. Export Director

Directed institutional food, furnishings and equipment sales to overseas customers. Arranged logistics, documentation and payment terms. Achieved 12% margin on annual sales of $1.3 million. Created strategic marketing and profit plans to develop new business. Marketed the services of the free trade zone.

1992-1995 Lankford-Sysco Food Services, Inc., Pocomoke, Maryland.

International Sales Director Managed the sale of institutional food, equipment and chemical products in the US and overseas. Achieved $1 million in annual sales to customers in 16 countries with 10% gross margin with no write-offs or inventory loss. Negotiated payments terms, margins, letters of credit, documentary requirements, delivery schedules and inland, ocean and air transportation with buyers. Developed specialized export catalogs, negotiated export pricing and arranged for export recipes and ingredient disclosures in order to clear customs in European and Far East Markets.

MARTIN R. BRILL Page 2

1990-1992 B. Green & Company, Baltimore, Maryland. Sales Manager Initiated the export of retail grocery items to trading companies and importers in 14

countries with no write-offs. Achieved $2 million in annual sales on average gross margin of 9%. Directed the proper loading, labeling and inspection of overseas shipments. Arranged for inland and ocean shipping, payments and product inspection.. B. Green was purchased by Richfood Corporation.

1987-1990 Maryland National Bank, Baltimore, Maryland. Managing Director, Trade Finance Unit

Became the largest user of Eximbank working capital program and one of the 10 largest banks for Eximbank post-export guarantee program. Achieved a $75-$100 million trade finance portfolio with a ROA of 3.5-4%. Bank became the second most important trade bank to Caterpillar. Developed a multi-sourcing, project finance and countertrade capability. Managed and retained a staff of 6 professionals. Responsible for budget and strategic planning. Bank was acquired by NationsBank.

EDUCATION Certified Global Business Professional Exam.

MA in Middle East Studies, London University, London, UK.

BSFS in International Affairs, cum laude, Georgetown University, Washington, DC.

Graduate Business Courses, American University, Washington, DC.

Banking School, The First National Bank of Chicago, Chicago, Illinois.

Various export and business seminars, conference and symposia.

COMPUTER Lotus, MS Office & Word, Power Point, Extensive Internet Research on a wide variety of business topics, Data Bases. Developed Website Evaluation tool.

LANGUAGES French, Hebrew, some Arabic and Persian.

PUBLICATIONS Central & Eastern PA Business Journal. Export Today. Euromoney.

REFERENCES Excellent professional, business and personal references on request. OTHER Volunteer on number boards and non-profit organizations. Volunteer

interviewer of freshman and transfer students in Central PA for Georgetown University. Occasional guest lecturer on trade and international affairs at colleges, high schools and charitable organizations.





Name: ________________________________ Title: ______________________________ Date: _________________

Employer/Affiliation: ___________________________________________________________________________________ (Institution, Company, or Organization with which you are affiliated)

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________________________________________________________________________________________ Country of Residence: ________________________________________________________________________________________

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Please provide a statement describing why you would like to serve on the NASBITE Board of Governors:

APPLICANTS ARE REQUIRED TO PROVIDE A CURRENT RESUME; please attach.

_____________________________________________________ _____________________________________ Applicant Signature Date

A proposed new Board member must be nominated by at least two active Board members who know the candidate and can qualify their application. (Electronic signature accepted, or a supporting e-mail stating nomination support.)

_____________________________________________________ ____________________________ ________ Board Member’s Signature Print Name Date


Process: The Executive Director and the Nominations Chair will process your application in accordance with the published Nominations Process. Applications are reviewed and finalists are selected by the NASBITE Board of Governors. Selected applicants will be presented to the NASBITE membership for vote at the NASBITE Annual Conference in the spring of each year.






Name: ______________________________________________________________ Date: _________________








Please all of the following that apply to you today:





Dimy Doresca 20 Aug 2019

Higher Ed

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Non Profit and advisory board for profit

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Doresca, Dimy 1

Name: Dimy Doresca, CGBP Address: 1253 Goldenrod Dr. Iowa City, IA 52246 Phone: +1.563.299.3526 Email: [email protected]

Experience Summary:

Professional experience since 1996, Dimy Doresca is a Certified Global Business Professional (CGBP) and an International Business Specialist and Consultant. He is the Director of the Institute for International Business and a Lecturer in International Entrepreneurship at The University of Iowa. He is also the Academic Director of the Mandela Washington Fellowship Program at the University of Iowa. In the last 20 years his professional experience includes international market research, doing business overseas, risk analysis, strategic planning, business development and operations, contracts administration and international business diplomacy and investment negotiations, claim analysis, and international banking in many countries in the Middle East, Asia, Sub Sahara Africa and the Caribbean. Dimy holds a BA in International Business from Augustana College and an MS in Foreign Service (International Affairs) from Georgetown University’s School of Foreign Service. Education: M.S., Foreign Service, International Development Concentration, Georgetown University, Edmund Walsh School of Foreign Service, Washington, DC. B.A., Business Administration, International Business Concentration, Augustana College, Rock Island, IL. Languages Spoken: English, French, Haitian Creole, and Spanish Certification & Professional Membership: Toastmasters International Competent Communicator (CC); NASBITE International Certified Global Business Professional (CGBP) and CGBP Trainer Community Involvement: Chair, International Service, Iowa City Noon Rotary Club, Member – Iowa District Export Council. Countries of Work Experience: Egypt, Federated States of Micronesia, Guam, Haiti, India, Kuwait, Qatar, United Arab Emirates, United States, Vietnam, South Africa, Zambia, Botswana, Senegal, Nigeria, Uganda, Ghana, Lesotho, Ethiopia, The Dominican Republic, and Belize Employment Records:


Doresca, Dimy 2

The University of Iowa, Tippie College of Business, Iowa City, Iowa—August 2014-Present Current Position: Lecturer in International Business, Director Institute for International Business. The Institute for International Business (IIB) works to educate University of Iowa students and community members in entrepreneurial approaches to foster international innovation and business expansion. To achieve this, IIB strengthens linkages to Iowa companies, and expand international entrepreneurship education and outreach activities in Africa and Caribbean nations. Serving as consultants through IIB, undergraduate and MBA students at University of Iowa help small-to-medium-sized businesses identify and analyze international business opportunities. Under Dimy Doresca’s leadership, IIB has been running the Mandela Washington Fellowship Program at the University of Iowa for 4 years in the Leadership in Business track. The 25 young Sub-Saharan African leaders, from 17 different countries that come to Iowa every year are extremely accomplished and excited to be here. The fellows spend six weeks in Iowa from mid-June to end of July. They engage in Venture School, meet with different faculty, go through leadership training and meet Iowa families through cultural excursions. In addition, the Fellows have the opportunity to tour Iowa businesses and interact with company leaders. While touring the state, the Fellows learn about operations, management, and business strategies in the United States ---information that will assist them in business venture in their home countries. The University of Iowa currently counts 75 Mandela Washington Fellow alumni in 30 countries across Sub Sahara Africa.

This program has had a significant impact on Iowa in internationalizing our community and in connecting our companies with the continent of Africa. The Fellows learn a tremendous amount and develop connections while they are in Iowa. When they return home, they serve as mini-ambassadors for Iowa. Our Institute for International Business is tapping them after their return to work on projects that help our students gain global skills and real-world knowledge.

Quad-City Foreign Trade Zone, Inc. #133—December 2012-December 2014 Member, Board of Directors. The Quad-City Foreign Trade Zone (QCFTZ) was created in 1986 to help facilitate global trade in and around the Quad Cities region of Western Illinois and Eastern Iowa. The QCFTZ is one of only two in the country that spans two states, which increases its usefulness for growing and sustaining foreign trade in the Quad Cities.

The University of Iowa, Tippie College of Business, Iowa City, Iowa—August 2012-August 2014 Global Learning Faculty Lead & Adjunct Lecturer in International Business. Responsible for teaching in the MBA for Professionals and Managers program in Des Moines, and Davenport. Some of the topics of the course include entries to foreign markets, regional integration, economic, political and cultural environment, and the ethical and legal issues that arise when conducting business internationally. Take full- and part-time MBA students overseas on Global Learning Opportunity Programs. Independent Consultant, Quad Cities, Iowa-Illinois—August 2012-Present

Doresca, Dimy 3

International Business Expert. Worked with companies on building global business strategies; conducted international business development, doing business overseas, market research, export marketing plan, international HR, cross-cultural and diversity trainings, and overall business planning. I was the promoter and the lead organizer of the Quad Cities International Trade and Foreign Direct Investments Conference. Business Consultant. Wrote business plans for small- and medium sized enterprises, conducted financial analyses and projections, business investment negotiations, and overall business advisory. Worked with two Small Business Development Centers (Blackhawk College in Moline and University of Texas in San Antonio) on developing and presenting training programs for small business owners that are involved in international trade.

Stanley Consultants, Inc., Muscatine, Iowa—June 2005-August 2012 I had full responsibility for budgeting, logistics, business strategic planning, the analysis, reconciliation, problem resolution, and financial reporting for all international projects and offices. I ensured that international projects remain in compliance with company practices with respect to financial management. I reviewed and recommended new administrative and organizational policies, methods and procedures to improve the management of international projects and offices. Representative Assignments with Stanley Consultants:

- June 2005-December 2005: Senior Marketing Coordinator-International, Muscatine, Iowa, USA.

- January 2006-December 2007: Administrative and Finance Manager, New Delhi, India

o As Administration and Finance Manager in Stanley Consultants' India Operations, New Delhi, I worked with outside contractors to establish the India office. I recruited the required staff to create the administrative and accounting structure of the India operations. I had full responsibility for business and strategic planning, budgeting, financial projections and reporting. I developed business cases including sensitivity modeling for management to evaluate the financial viability and associated risks of proposed new projects. The India office became a self-sustained office—no need of cash infusion from headquarters—at the end of my assignment there.

- January 2008-October 2009: Administrative and Finance Manager, Abu Dhabi, United Arab Emirates.

o As Administration and Finance Manager in Stanley Consultants, Inc. (Muscatine, IA), on special assignment in the United Arab Emirates (UAE) Operations; Abu Dhabi, I recruited the required staff to create the finance, accounting, payroll, administration, human resources and logistics department of the UAE office. I designed and implemented contract administration procedures in the management of all UAE projects. I conducted budgeting and business planning and made financial projections in order to achieve the yearly budget for the Middle East region. I maintained full responsibility for the analysis, reconciliation, problem resolution and financial reporting for all Stanley Consultants' projects in the Middle East.

Doresca, Dimy 4

o During the regional expansion, after Stanley Consultants obtained the Doha North (Qatar) project, I established the Doha office. After getting the project, the company had to mobilize a staff of nearly 70. All but three of those staff were recruited and hired from the outside. I organized the recruiting efforts to successfully mobilize the required people. At the same time, I processed the necessary paperwork through the highly bureaucratic Qatari government for the company’s registration and licensing in Qatar. This registration process was a prolonged process and required a great amount of research and attention to detail. I was able to work with the various agencies to ultimately accomplish the task.

o The structure that I put in place through the creation of the finance and accounting, and human resources department, and the financial discipline have brought the following results: increase in revenue of Stanley’s Middle East Office from $7 million to more than $24 million in 2 years.

- November 2009-August 2012: International Business and Financial Operations Specialist, Muscatine, Iowa, USA.

PromoCapital, Haitian-American Investment Bank; Port-au-Prince, Haiti—November 2003-December 2004

As Senior Investment Analyst/Assistant Managing Director, I actively participated in the development and implementation of the PromoCapital USA Fund I, a $5 million US-based fund. I Conducted road shows throughout the U.S. to raise capital for the PromoCapital USA Fund. I Was a Member of the PromoCapital USA Fund Management Team. In addition, I worked closely with the Managing Director and the CEO in putting in place the structure for this new institution. I took the lead on several projects including raising capital for business ventures, helping firms identify the best ways of financing their projects through debt-equity structure, and other advisory services PromoBank, Port-au-Prince, Haiti—January 2003-October 2003

As Project Coordinator, I worked with the Executive Committee to coordinate the project which aimed to create the first Haitian-American investment bank. I raised $1 million as seed capital for the bank. To do so, I organized several road shows throughout Haiti and the U.S. to sell the institution to potential investors, and I worked with legal counsels both in Haiti and in the U.S. in the preparation of private placement memoranda and subscription documents. Inter-American Development Bank, Washington, D.C.—June 2001-December 2002

As International Consultant, as the bank’s appointee at the Finance Ministry in Haiti, I helped the Haitian Government resolve its arrears problem with the bank. As a member of the Finance Minister’s private cabinet, I participated in negotiations with other international financial institutions like the World Bank and the International Monetary Fund. Organization of American States, Washington, D.C. –August 2000-April 2001

As Project Officer, I directed the activities for the Millennium 1,000 Project recognizing leadership in young entrepreneurs in Latin America and the Caribbean. Catholic Relief Services (CRS), Les Cayes, Haiti—August 1996-June 1998

Doresca, Dimy 5

As Monitoring Officer, I managed the effectiveness and the accountability of CRS/Haiti commodity according to the United States Title II food programs. I participated in negotiations with government officials on the monetization of the commodities. I monitored the distribution of commodities in the South peninsula of Haiti. As a member of CRS’ micro-credit committee, I helped set up a lot of micro-enterprises in the south peninsula of Haiti.

Drew Felling

Certified Global Business ProfessionalLeawood, Kansas · 434 connections · Contact info

Commerce Bank

University of Missouri-Columbia

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I am a Certified Global Business Professional with more than 25 years of experience providing services to import and export companies.

In the industry for more than 150 years, Commerce offers a super-community banking experience that pairs large bank products and services with deep ... see more

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Congratulations, Matt! I know you willbe Taking Care of Business as always!Drew commented

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Experience

Commerce Bank5 yrs 9 mos

Phoenix International17 yrs 7 mos

Vice President, International TradeJul 2015 – Present· 4 yrs 1 mo

1000 Walnut, Kansas City, Missouri 64106

With proven success in assisting exporting and importing companies grow their international business, I continue to seek out new opportunities to achieve andhelp expand international sales for Commerce customers. Representing the International Banking Group's Trade Division, I work with the bank's commercialrelationship officers in Western Missouri, Arkansas, Texas, Oklahoma and Colorado. Service offerings include: Letters of Credit, Documentary Collections, andExport Working Capital Loans. I am active in the Kansas City metropolitan business community's efforts to benefit and grow as a part of the Brooking Institution'sGlobal Cities Initiative. I am a Certified Global Business Professional (CGBP), which enables me to better help companies grow internationally.

AVP & Manager, International Banking GroupNov 2013 – Jul 2015· 1 yr 9 mos

1000 Walnut, Kansas City, Missouri 64106

I brought my more than twenty years of international business experience to Commerce Bank. As a member of the International Group, I continued to serve theneeds of importing and exporting companies. In addition to providing customers with the benefits of Commerce Bank's more than 100 years of internationalbanking experience, my background enabled me to share my wealth of global business knowledge and expertise.

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Education

University of Missouri-ColumbiaBachelor of Journalism, JournalismActivities and Societies: Sigma Delta Chi Society of Professional Journalists, Intramural Sports, Schurz Hall, KOMU-TV, KBIA Public Radio

Licenses & Certifications

Certified Global Business Professional (CGBP)NASBITE (National Association of Small Business International Trade Educators)Issued Oct 2015 · Expired Oct 2016Credential ID NAS8732197

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Certified Tourism Ambassador for the Kansas City Convention and Visitors Association (KCCVA)

Vice President, Marketing and DevelopmentJul 2008 – Feb 2013· 4 yrs 8 mos

Kansas City, Missouri Area

Phoenix International was the largest privately owned international logistics company based in North America; acquired by C.H. Robinson in 2012.

I led strategic planning and execution of all branding, marketing, and communications. Partnered with the executive leader... See more

Corporate Director, Marketing / Sustainability OfficerAug 1999 – Jul 2008· 9 yrs

Kansas City, Missouri Area

I was selected to build, manage, and grow the company’s first formal marketing department. Overhauled the company’s approach to marketing by creatinginternal tools, documenting sales processes, and launching a range of traditional and digital marketing resources to more effectively identify, connect, and engagewith customers. I maintained dotted-line accountability for more than 60 domestic and 100 international sales representatives.... See more

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Volunteer Experience

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Executive Board MemberTulsa Global AllianceNov 2016 – Present • 2 yrs 9 mos

I serve as co-chair for International Trade and Business Relations. Tulsa Global Alliance (TGA) is a multi-program, culturally focused, Tulsa-based non-profit. Wehost international visitors, facilitate Sister City relationships, promote global education and economic development, collaborate with international organizations,and serve as a resource for area governments, businesses, educational institutions, organizations, and residents.

JA Global Marketplace Volunteer TeacherJunior Achievement of Middle America, Inc.Oct 2014 – Jan 2015 • 4 mosEducation

JA Global Marketplace provides practical information about the global economy and its effect on students’ lives. I worked with a sixth grade class athttp://www.tolbertacademy.org//

Logistics Chair for 2014 Outpace Poverty Walk & Sponsorship Committee 2015Catholic Charities of Kansas City-St. JosephJun 2014 – Jun 2015 • 1 yr 1 moPoverty Alleviation

Helped raise $164,000. Kansas City and the surrounding Missouri counties, roughly 17% of individuals live in poverty. And it’s not just the homeless or unemployedanymore. Today, many hardworking families are also caught in the cycle of poverty.

In fact, over 40% of low-income families who walk the tightrope of poverty are led by single mothers who work. The poverty rate among children under the age of18 is nearly 25%. That’s 1 in 4 children in our community!

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Katee Cunningham and 20 connections have given endorsements for this skill

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Katee Cunningham and 19 connections have given endorsements for this skill

Leadership

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Doug Carroll and 16 connections have given endorsements for this skill

Marketing Communications

Ask for a recommendationRecommendations

Heidi WestDirector Export Compliance - C.H. Robinson,Global ForwardingAugust 7, 2013, Drew worked with Heidi in the samegroup

Nicole WatkinsCustomer Retention and Development ManagerJuly 31, 2013, Drew was senior to Nicole but didn’tmanage directly

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Drew has acheived great success in planning and executing numerous types of events for large groups.His creative imagination and passion for perfection resulted in incredible experiences for all attendees.

Drew is very organized and detailed oriented. He takes great pride in the work he performs and strivesto ensure the goal of the project and needs of those affected are met.

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Accomplishments

7Organizations

U.S. Customs and Border Protection's Global Entry Program • Tulsa Global Alliance • World Affairs Council of Dallas/Fort Worth • World Trade Center Denver • InternationalRelations Council of Kansas City • International Trade Council of Greater Kansas City • World Trade Center Kansas City

4Courses

DEI Management Sales Workshops • EMS Communications Business Coaching Seminars • Lapin International Cultural Intelligence and Lead by Greatness Workshops • PeakPerformance Staff Training and Development

2Projects

Phoenix Website • Phoenix Culture Video Series: Spirit, Personality, & Passion

Interests

World Trade Center Kansas City491 followers

University of Missouri-Columbia199,890 followers

Tulsa Global Alliance75 followers

Commerce Bank22,426 followers

Visit KC3,717 followers

















September 15, 2019

NASBITE International ATTN: Leroy Lowe, President, NASBITE Board of Governors

RE: Leah Gould-Haws

Dear NASBITE board,

This letter is to recommend Leah Goold-Haws to the position of NASBITE board member.

I have known Leah for about 10 years and have had the privilege of seeing her positive impacts on Global Trade education in California Community Colleges and workforce development programs.

Having achieved her CGBP certification while working as a regional director on behalf of the California Community Colleges, Leah has been a consistent and steady advocate of the NASBITE program and its ability to influence and grow the colleges efforts to expand global trade knowledge. Leah become a CGBP trainer and has supported the promotion of NASBITE through her various connections to faculty and trade service providers.

As the State Director of Global Trade for the California Community Colleges Chancellor’s Office she assists the regional directors in building up trade programs at the 114 colleges across the state. Leah is also the State Director of the California International Trade Office (CA ITO), the new trade services organization replacing the Centers for International Trade Development (CITD), building on the 30-year history of service partnership between the Chancellor’s Office and the Governor’s Office of Business Development.

I believe Leah would make a great addition to the NASBITE board.

Sincerely,

GR Shweiri Gabriel R. Shweiri

Member, NASBITE Board of Governors

Contact4900 E. Conant Dr.562-938-3240 (Work)[email protected]

www.linkedin.com/in/leahoflgh(LinkedIn)www.californiaito.com (Company)

Top SkillsMarketingEntrepreneurshipMarketing Strategy

CertificationsCertified Global BusinessProfessionalNorthern California Academy ofLeadershipExport & Trade CounselingCertification

PublicationsAllBusinessTrade Ready

Leah Goold-Haws IMBAState Director, Global Trade / State Director, California InternationalTrade OfficeGreater Los Angeles Area

SummaryPowered by the California Community colleges Chancellor’sOffice, the California International Trade Office is a first-of-its-kindorganization specifically designed to enhance the competitivenessof small and mid-size businesses through data-driven online tradesupport services and off-line cross-border trade training. Building onthe 30-year history of service and partnership led by the CCCCO onbehalf of trade activities, the CA ITO program is uniquely focused ondigital trade services.

Experience

California Community CollegesStatewide Director, Global TradeJuly 2019 - Present Long Beach

California Community Colleges Chancellor's OfficeSector Navigator, Global Trade / Statewide director, CenterInternational Trade DevelopmentJuly 2018 - June 2019 (1 year)Long Beach, CA

As part of the state of California Community Colleges Chancellor's Officeongoing training, education and resources dedicated to increasing theworkforce and business readiness in global trade and international business.Hosted at Long Beach City College.

Long Beach City College☛ Director; Global Trade & Logistics / Director; CITD serving LosAngeles County April 2016 - June 2018 (2 years 3 months)Greater Los Angeles Area

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https://www.linkedin.com/in/leahoflgh?jobid=1234&lipi=urn%3Ali%3Apage%3Ad_jobs_easyapply_pdfgenresume%3B%2BgEYXxeWQNittY2i4m%2FZUw%3D%3D&licu=urn%3Ali%3Acontrol%3Ad_jobs_easyapply_pdfgenresume-v02_profile

https://www.linkedin.com/in/leahoflgh?jobid=1234&lipi=urn%3Ali%3Apage%3Ad_jobs_easyapply_pdfgenresume%3B%2BgEYXxeWQNittY2i4m%2FZUw%3D%3D&licu=urn%3Ali%3Acontrol%3Ad_jobs_easyapply_pdfgenresume-v02_profile

http://www.californiaito.com

Working to increase student exposure to global business, supporting theexport trade activities of regional business. Working on behalf of the CaliforniaCommunity College system to support jobs and the economy.

Udemy☛ Founder Girls Gone Global / Udemy Course InstructorJanuary 2015 - January 2016 (1 year 1 month)Greater Los Angeles Area

Girls Gone Global is a training program to assist women entrepreneursin taking their small business global. Dubbed the "leader in micro-global"Girls Gone Global offers online training courses as well as conferences,public speaking, community programs and other training opportunities.www.girlsgone.global

Far Northern California CITD☛ International Trade ConsultantDecember 2014 - January 2016 (1 year 2 months)Northern California Area

California Community Colleges Board of Governors, working in tandem with aspecially selected Task Force to Improve Workforce Education and PromoteJob Creation, has designated the CITD to promote the state’s internationaltrade and competitiveness, assist exporters and importers, and advanceeconomic and job growth. The CITDs assist California businesses to expandinternationally as well as help colleges become more globalized.

California Community Colleges☛ Deputy Sector Navigator Global Trade & Logistics / CITD FarNorthern CaliforniaJuly 2013 - June 2015 (2 years)10 Counties in the Far North Region

A Bridge Building Approach Between College & Community, Industry Needs& Student Skills. Assisting faculty in integrating relevant sector-based coursework with industry need and regional input. Preparing students for theworkforce and responding to the business community in identified areas ofeconomic growth.

mindevices☛ Co-Founder/Product DeveloperJanuary 2011 - December 2013 (3 years)Redding, California Area

Creating tools that support contextualized learning.

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Small Business Development Center Northern California☛ Marketing ConsultantOctober 2012 - October 2013 (1 year 1 month)Redding, CA

Working to strengthen local small business and foster economic growth.

LGH Marketing/Strategy☛ Creative Director/Marketing StrategistJanuary 2011 - October 2013 (2 years 10 months)

"Marketing without strategy is meaningless." http://lgh.marketing/

EducationSouthern New Hampshire UniversityMaster of Business Administration (iMBA), International Business/GlobalEntrepreneurship · (2015 - 2018)

California State Polytechnic University-PomonaBachelor of Fine Arts (BFA), Fine and Studio Arts · (1996 - 2000)

Fashion Institute of Design & MerchandisingAssociate of Arts (A.A.), Graphic Communications · (1988 - 1990)

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Name: ________________________________ Title: ______________________________ Date: _________________

Employer/Affiliation: ___________________________________________________________________________________ (Institution, Company, or Organization with which you are affiliated)

Mailing Address: ________________________________________________________________________________________

________________________________________________________________________________________ Country of Residence: ________________________________________________________________________________________

Telephone: Primary: __________________________________ Secondary: ___________________________________ __ Check here if this is a mobile telephone no. __ Check here if this is a mobile telephone no.

Email Address: ________________________________________________________________________________________

Area of Specialization: Please state your interest in NASBITE and what skills or areas of expertise you would contribute to the Board of Governors (e.g., strategic planning, marketing, conference planning):

Please provide a statement describing why you would like to serve on the NASBITE Board of Governors:

APPLICANTS ARE REQUIRED TO PROVIDE A CURRENT RESUME; please attach.

_____________________________________________________ _____________________________________ Applicant Signature Date

A proposed new Board member must be nominated by at least two active Board members who know the candidate and can qualify their application. (Electronic signature accepted, or a supporting e-mail stating nomination support.)



Process: The Executive Director and the Nominations Chair will process your application in accordance with the published Nominations Process. Applications are reviewed and finalists are selected by the NASBITE Board of Governors. Selected applicants will be presented to the NASBITE membership for vote at the NASBITE Annual Conference in the spring of each year.

Julia Montgomery Assistant Director/International Trade Specialist 8/12/2019

Florida SBDC @ University of North Florida

12000 Alumni Drive

Jacksonville, FL 32224

U.S.A.

(870)222-8653✔

(904)620-5304

[email protected]

My interest in being on the NASBITE Board of Governors is in providing insight into the training and import/exporteducation needs of small businesses, as well as university students interested in pursuing fields related tointernational business Additionally with my experience in management and as a small business consultant I am

In addition to the previous statement, I am strongly interested in serving the mission of NASBITE for bothprofessional and personal reasons. My life’s passion is firmly attached to international trade, as I strongly believethat international business is a fantastic conduit for multi-cultural understanding and improved relations between

Julia Montgomery Digitally signed by Julia Montgomery Date: 2019.08.26 16:40:10 -04'00' 8/26/2019

Deborah LanfordDigitally signed by Deborah Lanford DN: cn=Deborah Lanford, o=SBDC, ou=SBDC, [email protected], c=US Date: 2019.08.26 14:16:34 -04'00'

Deborah Lanford 08/26/19

Alberto Digitally signed by Alberto Date: 2019.08.26 22:07:30 -05'00' Alberto Rodriguez-Baez 08/26/2019





Name: ______________________________________________________________ Date: _________________








Please all of the following that apply to you today:





Julia Montgomery 8/12/2019

Florida SBDC @ University of North Florida

Pensacola Propeller Club/Pensacola Port Users Association Board Member

x

x

x

x

x

Business Support Agencies (gov & private)

Economic Development Agencies

International Diplomacy/Multicultural Enrichment Organizations

English

Spanish

English

Spanish

x

x

x

x

x

x

x

✔

✔

Julia Montgomery

4126 Cumbrian Gardens Lane Jacksonville, FL 32257

(870)222-8653 [email protected]

PROFESSIONAL EXPERIENCE

Assistant Director, International Trade Specialist, Florida SBDC @ UNF, Jacksonville, Florida (08/18-present)

▪ Management of International Trade Programs and Services for 18 County Northeast FL Region: Develops new methods of client and stakeholder engagement via collaboration with other players in the international trade ecosystem -this includes a series of virtual training events with local trade experts and partners, a mentorship program with the Central-North Florida District Export Council, and a pilot program to assist with investment visa business plans

▪ Import/Export Business Development: Attends and hosts various international trade events to engage with international business community and to develop new client relationships

▪ Public Speaking: Promotes the FSBDC International Trade Program and frequently speaks on behalf of FSBDC @ UNF at public and private events

▪ Supervisor of International Business Interns: Collaborates with UNF College of Business to host and develop curricula for an internship for International Business majors

▪ International Trade Specialist Duties: Conducts international trade consulting, writes Export Marketing Plans, and prepares and presents workshops and training events (for more information, see duties listed below)

International Trade Specialist, Florida SBDC @ UWF, Pensacola, Florida (08/14-8/18)

▪ International Trade Consulting: Consulted with SME clients on a variety of topics related to import/export, including supply chain & logistics issues, target market research and market entry strategy, sourcing product from other countries, understanding international methods of payment, cultural sensitivity, import & export compliance, international trade barriers, selling products online, and website and social media modification

▪ Export Marketing Plan Development: Researched and drafted comprehensive Export Marketing Plans that require detailed company analysis, industry research, market analysis, and country specific data analysis in order to provide qualified SME clients with a ranking of potential target markets, an export strategy, and an action plan for moving forward

▪ Networking and Relationship Management: Attended public and stakeholder events in order to develop and strengthen relationships with partner and host organizations, as well as local SMEs and potential SBDC clients.

▪ Workshops and Presentations: Drafted and presented international trade workshops at venues throughout the Florida Panhandle in order to educate attendees on the potential benefits of exporting and to market Florida SBDC international trade consulting services

▪ Student Projects: Partnered with UWF Faculty to facilitate joint student/client centered projects in which UWF students research and draft export strategies for Florida SBDC clients

▪ Start-up Consulting: Assisted pre-venture and start-up clients with concept development (using tools such as the business model canvas and business plan development) and start-up procedures

▪ Domestic Growth Consulting: Assisted SME clients in the achievement of domestic sales growth and revenue maximization via the use of project management tools, financial statement analysis, process review, and marketing improvements

Loan Department Manager, Tulsa Gold and Gems, Inc., Tulsa, Oklahoma (06/11 - 08/14)

▪ Cash Flow & Accounting: Was responsible for cash flow management including the physical counting of high sums of money to be distributed through registers, as well as the performance of accounting functions to keep a detailed daily balance sheet and a loan activity report

▪ Data Entry: Entered daily loan report information into a master Excel spreadsheet for trend observation and auditing purposes

▪ Employee Management & Delegation: Acted as direct liaison between loan department employees, buying department, and upper management (Reported to upper management regarding employee progression, loan department activity, and to propose suggestions to increase departmental efficiency and reported to loan department employees to relay information from upper management regarding changes in policy, scheduling revisions, and pawn industry updates)



▪ Quality Control & Inventory Management: Was responsible for the correct cataloging and organization of loan/finance paperwork and collateral items as per state and federal pawn regulations and standards.

▪ Inventory Security & Audit Functions: Managed collateral items carefully in a secure environment as well as prepared daily default reports for delinquent loans

▪ Diamond Specialist Functions: Served as the loan department lead diamond professional (Trained with GIA through long distance e-courses and on-site lab classes to receive their esteemed "Graduate Diamonds" degree)

▪ Dispute Resolution & Damage Control: Intervened in highly sensitive phone calls and confrontational front window encounters between employees and customers

▪ Conversational Spanish Skills: Spanish/English bilingual team member

▪ Inventory Audit: Served as an alternate for the month-end inventory audit

▪ Procurement, Daily Maintenance & Security Procedures: Was responsible for opening and closing procedures including the maintenance of jewelry cleaners, air filters, and x-ray machines; the procurement of office supplies; the locking of safes and doors; the proper storage of collateral items, cash registers, and data storage devices; and the general tidiness of the loan department

▪ Data Mining & Trend Analysis: Created a tool that tracked the behavior of TG&G's collateral loans for the observance of market trends

Student Intern, Bureau of Land Management, Tulsa, Oklahoma (06/10 - 01/11)

▪ Document Preparation: Prepared oil and gas communitization agreements for adjudication

▪ Filing & Delivery: Promptly catalogued, recorded, and dispersed time-sensitive documents for various departments

▪ Administrative Operations: Acted as a liaison between operators, geologists, engineers, and other BLM professionals

▪ Data Entry: Entered data and information into the Indian and federal Automated Fluid Mineral Support System Research Assistant, Oklahoma State University, Stillwater, Oklahoma (09/10 - 12/10)

▪ Information Analysis: Translated social science research for policy makers and consumers regarding the challenges facing Latino immigrants in Oklahoma

▪ Writing & Journalism: Prepared press releases and fact sheets to be distributed to the Oklahoma public

▪ Intercommunication & Correspondence: Met with professionals from the field of Human Development and Family Science to discuss various social issues affecting at-risk youth in the state of Oklahoma

Graduate Assistant, Oklahoma State University, Stillwater, Oklahoma (09/09 - 05/10)

▪ Transcription & Documentation: Transcribed valuable recorded information from historical proceedings related to the Department of International Studies

▪ Event Planning: Aided in the coordination and management of events at the Wes Watkins Center

▪ Event Set up & Coordination: Facilitated the receptions for key-note speakers such as Condoleeza Rice

▪ Receptionist duties: Acted as a liaison between peer advisors, department directors, and student exchange advisors at the Study Abroad Office

▪ Scheduling: Set up appointments, attended office meetings, and received potential Study Abroad participants

▪ Counseling: Advised students interested in Study Abroad about the open-mindedness and flexibility needed for a successful experience abroad

EDUCATION

Bachelor of Science in International Business Minor: Spanish Arkansas State University, Jonesboro, Arkansas GPA: 3.813 Master of International Studies (Emphasis: Human Development) Oklahoma State University, Stillwater, Oklahoma GPA: 3.909 Certificate: Supply Chain & Logistics Management University of West Florida, Pensacola, Florida

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CHRISTINE SCHRAGE New Hartford, Iowa 50660 USA

Phone: (319) 346-1365 Email: [email protected]

EDUCATION: Cultural Intelligence Center Program L2 May 2017 Chicago, IL Cultural Intelligence Center Program L1 May 2015 Washington DC EMT-Basic Training University of Iowa Extension training Parkersburg, IA September 2008 to April 2009 CPH Language Immersion School Language Immersion and Service Project Santa Ana, Costa Rica July 12 to August 13, 2002 University of Northern Iowa Masters Business Administration Cedar Falls, Iowa Graduated Dec. 1997, 3.84 GPA University of Northern Iowa (AASCB Accredited) Marketing Major Cedar Falls, Iowa International Business Certificate Graduated- May 11,1996 Graduated Magna Cum Laude Mediation Training Iowa Farmer/Creditor - 1986; Divorce and Family Disputes - 1991; Public Employment – 1994 Continuing education seminars from 1986 to 1994 Iowa Department of Economic Development 1992 Certification for Iowa Tourism Leadership Hawkeye Institute of Technology A.A.S. in Animal Science Waterloo, Iowa 1977 (3.48 GPA) PROFESSIONAL EXPERIENCE: ---Taught Global Trade Practices program in Shanghai Dian Ji University for a two week program ---Founder and President of Hands for Hope, Inc. a non-profit for assisting education and projects in lesser developed regions of the world. May 2014 to present ---Development and hosting incoming groups for professional development: 2012 to present including groups from China, Colombia, and Brazil. ---Teaching in the MBA program at EAFIT University in Medellin, Colombia 2012 to the present ---Coordinator for CBA Global Initiatives 2010 to present ---Brazil Fipse Grant Director 2009 to 2014 ---Developed and Presented a CGBP BootCamp training in Monterrey, Mexico, June 2008 and August 2015, June 2016 ---U.S. Department of Education Grant Reader January/February 2007 ---BIE Grant Assistant Director for University of Northern Iowa College of Business Administration 2003 to 2009 ---Developed and delivered workshop for Market Research for the German Sudanese Quality Assessment Center in Khartoum, Sudan, July 2004 ---Developed and delivered a week long workshop on Micro Enterprise basics for women in the municipality of Belen in Costa Rica totally in Spanish July 2002 ---Instructor in Management and Marketing at the University of Northern Iowa in the College of Business Administration January 1998 to present ---Interim lecturer in Management and International Business at Wartburg College in Waverly, Iowa September 1999 to April 2000, Fall 2003, Summer 2004

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---Developed and presented three week marketing workshop in Tashkent, Uzbekistan for business executives July/ August 1997

---Graduate Assistant for Marketing Department, University of Northern Iowa. Ad hoc consultant for Small Business Development Center. Doing research on joint ventures in former Soviet Union. August 1996 to December 1997

---Part-time Certified Mediator for Iowa Mediation Service. December 1986 to 1998 ---Intern, Institute for Decision Making. Completed market research study on Community Marketing in Iowa, work with communities on marketing materials, surveys, economic development activities. August 1995 to June 1996 ---President, Surgical Device International, Inc. marketing the "T-Screw" bone fixation device to Veterinarians in US and Japan as well as training and registration in Spain, Canary Islands, and the Netherlands. August 1992 to December 1995 ---Founder and President of Pork Purveyors, Ltd., a swine management and record- keeping company. Developed shared-risk farrowing contracts. Put together individual projects, did monitoring of herds, credit checks and in 1987 re- developed Swinetrak Recordkeeper with Control-Data. (From July 1988 to November 1989, PPL was a division of Doane Farm Management Company.) January 1986 to January 1995 ---Branch Manager of United Portfolio Management, Inc. Supervised three collectors negotiating debt settlements and equipment returns. October 1992 to January 1994 ---Founder and manager - division of Pork Purveyors, Ltd.d/b/a From Parkersburg With Love, a local craftsman's mini mall. Sold business to another manager. May 1990 to October 1992 ---Parkersburg Economic Development Coordinator (part-time), developed an informational profile of the community, coordinated the efforts for three Community Economic Preparedness Program awards in Industry, Commercial, and Tourism. Prepared the Community Builder Plan for state certification. May 1990 to January 1993 ---Problem Account Specialist for I.F.G. Leasing. Managed a 20 million dollar portfolio of lease contracts. Managed five-person branch. Responsible for collecting delinquent accounts, repossessing equipment, remarketing of assets. July 1981 to August 1986 ---Livestock Specialist and Sales Manager, Tasco, Inc. Responsible for design, production scheduling, used building renovation, pricing, & marketing. March 1977 to June 1981 ---Draftsman for three different companies. Fall 1971 to 1975 PUBLICATIONS: April 1985 - National Hog Farmer - “Financial Flexibility: Key to Survival” March 1986 - National Hog Farmer - “Used buildings & equipment: Traps & Treasures” August 1987 - National Hog Farmer -“Hog Contracts: The good, the bad & the risky” April 1988 - Agri-Finance - “How is a hog contract structured?”

1989- Missouri Commercial Agriculture Swine Production Seminar, March 14-15, “Risk Sharing Contracts”

1989- Produced Children's Album, wrote lyrics for 5 songs 1990-Video for Parkersburg Economic Development- wrote song lyrics, did narration, helped organize the film subjects and shooting. 1990 to1998- column - Parkersburg Eclipse, "All in an Attitude" renamed "From a different perspective" Spring 1996- Institute for Decision Making Economic Development Update, “Survey Provides Snapshot of Local Marketing Budgets and Programs” December 1996- paper 4th Annual Conference on Marketing Strategies for Central & Eastern Europe - Austria “Role of Cultural Differences in Joint Venture Alliances” co-author, Dr. Paul

Chao October 1997- APICS Educational & Research Foundation, Inc. “Supply Chain Management Methods: Ryder Integrated Logistics and the John Deere Waterloo

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Works” Michael S. Spencer, Terry Adams and Christine Schrage January 1998- video - “Perspectives of Expatriate Managers” Spring 1999- Journal of Global Business “The Role of Cultural Differences in Joint Venture Activities in Selected East European and Central Asian Countries” co- authors Dr. Paul Chao, Dr. Gerhard Wuehrer, Dunja Koeslich June 1999- TRAINING and Development, “Training Managers in Post-Soviet Economies” co-author, Allen Jedlicka June 1999- paper presentation 9th Biennial Conference on International Marketing – Malta “An Examination of Cultural Difference Perceptions in Joint Venture Activities in Uzbekistan” co-authors Dr. Paul Chao and Khamid Aziz-Kariev June 2001- paper presentation 10th Biennial Conference on International Marketing- Cardiff, Wales “Student Travel Preferences: A comparative study of university students in Israel, South Africa and the United States” co-authors Dr. Aviv Shoham of Israel and Dr. Shelley van Eeden of South Africa June 2001- two essays published in “Succeeding in Business in Central and Eastern Europe, a guide to cultures, markets, and practices.” Authors- Woodrow H. Sears and Audrone Tamulionyte-Lentz , Published by Butterworth Heinemann June 2003-Presentation on Costa Rica Micro Enterprise training at the International Council of Small Business 48th World Conference in Belfast, Ireland June 2004-Presentation at International Council of Small Business 49th World Conference in Johannesburg, South Africa “Ghana Micro-Credit Program Case Study” June 2004-Presentation at International Council of Small Business 49th World Conference in Johannesburg, South Africa “Entrepreneurial traits of undergraduate commerce students: an international comparison” co-authors S. van Eeden, I. Matser, D. Venter 2004- “Student Travel Behavior: A Cross-National Study” Volume 17, Number 4, Journal of Travel and Tourism, co-authors Aviv Shoham and Shelley van Eeden August 2004- Presentation on UNI CBA China project at the Annual BIE Conference in New Orleans, Louisiana June 2007- presented at the International Council of Small Business 52nd World Conference in Turku, Finland- “JSS Business Education Program in Ghana” March 2008- Presentation at NASBITE annual conference on developing a global trade Education program using UNI as the model April 2009- presented at the NASBITE annual conference in San Diego on best practices for a course in global trade from the university perspective October 2009- IATTO annual Conference presentation in Cannes, France “Global Networking: innovation’s impact on business relations” November 2009- two books, Child of Ghana and Child of Nicaragua April 2010- presented twice at the NASBITE annual conference in Austin, Texas on the Program Accreditation and Trainer Certification project May 2010- book, Child of China August 2010- Child of Kenya December 2010 author of the chapter on Problem Solving. In Huiping, Tan (Ed.), Self- study for International Business (pp. 18). Dalian, China: Dalian Nationalities University. February 2011- Presented at half-day session at University of Iowa on Certified Global Business Professional Program April 2011- presented twice at the NASBITE annual conference in Charleston, SC April 2012- presented twice at the NASBITE annual conference in Portland, OR on Supply Chain Management and CGBP test preparation

September 2012 Virtual learning projects via video conferences. Presented at Annual Meeting. Tallinn, Estonia: International Association of Trade Training Organizations.

August 2012- MBA conference presentation on “Being Globally Competent” at EAFIT University in Medellin, Colombia October 4, 2012- University of Northern Iowa Webinar “Being Globally Competent”

December 2102 Farrington, S.M., Venter, D.J.L., Schrage, C.R., and Van der Meer, P. (Dec 2012). Entrepreneurial Attributes of Undergraduate Business Students: A Three Country Comparison Revisited. South African Journal of Economic and Management Sciences, 15(4), 333-351.

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January 2013. Operations Stimulus Case-International Medical Corps. Denver, CO: Denver Transportation Group. Used for the 18 team competition case April 1, 2013- Export University hosted by US Export Assistance in Des Moines, IA- Presented “International Marketing Planning, Strategy, and Resources” April 2013- presented at the NASBITE International conference in Albuquerque, NM on “Being Globally Competent” July 2013- presented a MBA seminar on “How Trade shaped the World” at EAFIT University in Medellin, Colombia April 2014- “How to build a strong international business program” presented at NASBITE International annual conference in Memphis, TN.

August 2014- Case study for NASBITE International Case Competition “Essex Export Expansion”

November 2014- Child of Panama December 2104- Case study for Operation Stimulus 2015, “Creative Critters Distribution Challenges”

February 2015- presented at APICS meeting in Cedar Rapids, Iowa on UNI programs April 2015- presented at the NASBITE International conference in St. Louis, MO on Integrating the Certified Global Business Professional into university programs. June 2015- presented at MITA session in Omaha, NE concerning the “Certified Global Business Professional” August 2016- Case Study for the IATTO Case competition “Rada Cutlery Export Strategy” April 2017- presented at the NASBITE International conference in Spokane, WA “The Professional Development of Students through study abroad.” March 2018- presented at the NASBITE International conference in Baltimore, MA concerning “WTO 2017 Highlights: Trade behind the Headlines”. September 2018- Critical Incident Case written, “Unsanctioned Change- Dismantled Chain” October 2018- competition case for Phi Sigma Epsilon sales forum. WORK IN PROGRESS:

Book on Cultural Traditions of the Embrera Pura indigenous tribe in Panama Research on the effects of Study Abroad experiences on Cultural Intelligence

PROFESSIONAL AFFILIATIONS: • Parkersburg Depot Park Board 1991 to 2002 • Omicron Delta Kappa National Leadership Honor Society • Mu Kappa Tau, National Marketing Honor Society • Beta Gamma Sigma, National Business Honor Society • American Legion Auxiliary Lifetime Member • Dobro Slovo National Honor Society • Board Member of Self-Help International, 2003 to 2005 • Certified Global Business Professional, NASBITE International June 2006 • NASBITE International member 2007 to present • NASBITE International Chair of the Accreditation Committee 2010 t0 2013 • Certified CGBP Trainer, NASBITE International April 2011 to present • International Traders of Iowa 2012 to present • International Traders of Iowa Board member Northern Iowa Chapter, 2013/14, 17/18 • NASBITE International Board of Governors April 2014 to 2020 • HANDS FOR HOPE, Inc. Founder and President August 2014 to present • IATTO board of directors member representing NASBITE International April 2015 to December 2017 • APICS member 2016 to 2017 • OWIT International virtual member January 2018 to present HONORS & ACCOMPLISHMENTS:

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• 1976/77 Student Government President- Hawkeye Institute of Technology • 1979 Outstanding Alumni, All-Ag Club, Hawkeye Institute of Technology • 1988-93 Advisory Council Member- Hawkeye Institute of Technology Animal Science Program • 1991 Parkersburg Citizen of the Year • 1991 Iowa Community Betterment Leadership Award • 1991 Iowa Community Betterment Program Judge • 1989-1992 Steering committee for Minority and Women Business Expo • 1992 Iowa Volunteerism Award • 1992-1995 Small Business Advisory Council Member for IDED • 1995 Omicron Delta Kappa Vice President of Leadership 95/96 • Iowa District Two-A Judicial Commission, 1992-1998 • 2001 Iowa Community Betterment Leadership Award • 2008 Honored by 3rd Iowa District of the American Legion for “tireless effort” after the May 25, 2008 Tornado in Parkersburg • 2009 Certificate of Appreciation for contribution of internationalization efforts by the UNI International Programs and Services Advisory Council • 2013 Denver Transportation Club, Operation Stimulus, Educator of the Year • 2013 Student Ambassador Association, Apple Polisher Award • 2013 NASBITE International Advancing International Trade Award in Iowa • 2013 nominee for UNI Advisor of the Year • 2014 (2) Certificates of Appreciation for work in Leon, Nicaragua • 2014 Distinguished member of The National Society of Collegiate Scholars • 2016 Special recognition award UNIBusiness • Apple Polisher 2011, 2013, 2015, 2017 LOCAL AND UNIVERSITY SERVICE ACTIVITIES

• Advisor for the International Club of Business Students (Global Associates) now GLOBAL BUSINESS CLUB since 1999

o Coached NIBS Case Analysis Competition teams in championship rounds 2002, 2003, 2004, 2005, 2006, 2014, 2015, 2016, 2017

o Coached Manitoba International Marketing Competition teams 2003, 2004, 2005, 2006, 2007, 2008, 2009

o Coordinated field trips for organization to visit companies involved in international operations in various metropolitan areas; two per year

o Coached IATTO Case Competition team in 2016 with 1st place finish o Coached NASBITE case competition team in 2015 and 16 with 2nd place finish each year. o Coached NASBITE case competition team in 2018 finishing 4th. o Assisted students in providing “Focus On” activities each semester for student engagement

• Intern Coordinator for UNI/FAW exchange program 2004 to 2006 • Organizer for Heritage Run tractor ride fundraiser for the community of Parkersburg 2005 and 2007 • Organized effort for Cemetery Directory in community of Parkersburg 1998/9

o Raised $15,000 for project o Designed paper directory and physical directory site o Maintain information for the directory prior to Memorial Day each year

• Founder and developer of Parkersburg Depot Park in 1991 o Moved Depot o Coordinated volunteers o Raised funds o Worked with landscaping and improvements for 10 years

• Archivist for local Military records 2000 to 2013 o Over 500 profiles assembled o Updates and additions made continuously o Records date back through World War I

• 1998 to 2013, decorate military graves each Memorial Day with crosses and flags at two cemeteries in Parkersburg. Maintained spreadsheet of all known veteran graves as well.

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• 1998 to present- co-founder of the Schrage Business Endowment Fund through Parkersburg Dollars for Scholars providing $500 scholarships annually to business majors

• 2006/7 UNI Taskforce assessing International Programs organized by the Provost office • 2008 International Programs Networking Faculty Group • 2007 to 2015 Advisor for Muchas Manos Light Work, UNI Service organization • 2000 to the present- UNI Commencement Marshall at least once per year • Organized and ran the food service around the clock for several days immediately after the May 25, 2008

tornado in Parkersburg. • 2008/2009 Diversity task force for Foundations of Excellence assessment • 2008/2009 member of NASBITE accreditation task force • 2009 to the 2013- chair of NASBITE’s accreditation committee • Leader and Instructor for Global Skills Capstone short course in China each June that includes participants

from other countries- 2009 to 2012 • 2001 to present, donate to the University of Northern Iowa Department of Marketing Scholarship • 2013 Led efforts to fund and plant 2000 Oak trees in Parkersburg, still recovering from the 2008 tornado-

donated $100 to project • 2014- assisted in the project to plant 6500 trees in Cedar Falls, donated $100 to project • 2014- Taskforce for University of Northern Iowa Provost office to implement scholarship for study abroad • 2008 to 2017- Advisor for Supply Chain Management Association

o Advised 10 teams for Operation Stimulus competition over 9 years in Denver o Advised team for GM/Wayne State Case competition for 4 years

1. Four summer internships gained 2. Two career opportunities taken

o Worked to make an APICS student chapter o Facilitated Supply chain management forum each February

• 2015/16 Organized and hosted the 41st IATTO forum • 2017/18 donations and development activities for the Stout Astrodome project • 2018 made and donated children’s surgical caps for local out-patient surgery center INTERNATIONAL SERVICE ACTIVITIES

• 1996/7 Orphanage for Disabled Children in Tashkent, Uzbekistan

• 1997 3 week training on Marketing for 16 executives in Uzbekistan. • 2000 house construction project in Honduras

• 2001 lead team of students to Honduras to build homes

• 2001 team project in Nicaragua

• 2002 volunteer work for the Office of the Condition of women in Belen, Costa Rica which included a Micro-Enterprise Development Course

• 2003 lead team of students to Nicaragua on service project • 2004 carried out training and development of micro-credit program for Self-Help Ghana. • 2005 Ghana-

o training manual developed for Self-Help Ghana o developed business viability models for Self-Help Ghana o Business Education Project developed and launched in Kopeyia o Informational meetings on micro-finance held o Self Help Ghana staff development o “Working together for Business Development” manual for Kopeyia’s business development group

• 2006 o Ghana

1. March led training sessions for the Business Education project and prepared the building constructed from personal funding for the ‘Mini-store” project.

2. One student from UNI along to assist and learn. 3. July- opened the education facility “mini-store” with three weeks of training staff and faculty 4. Helped structure three women’s groups for future Micro-Credit accessibility

o Nicaragua 1. Led team of students in May 2. Completed building service projects in the community of Siares 3. Donated educational materials to volunteer groups

7

• 2007 o Ghana

1. Training sessions with women’s groups in Kopeyia 2. Held develop meetings with the community chief and key leaders for future business

development projects and grant applications 3. Continued training and development work of the JSS Business Education project 4. Three UNI students had a cultural immersion on the trip.

o Nicaragua 1. Led team of students in May 2. Completed building service projects in the community of Siares 3. Donated educational materials to volunteer groups 4. Donated the money to finish a room at the Guadalupe Community Center to serve as a

library. 5. Returned in August to meet with community leaders to plan service project for May 2008 6. More donations of teaching materials and books

• 2008 o Ghana

1. Guided the official organization of a sewing coop by helping with the constitution, development of business activities, and $200 seed capital

2. Composed two grant applications for two separate entities. This included researching the base information, discussions on goals and strategy assessment.

3. Five students had a cultural immersion during that week. 4. More training and development at the Mini-Store. 5. Computer skill training and assemblies at the school.

o Nicaragua 1. Led team of students in May 2. Team participated in re-forestry project by planting 650 trees on a mountain that had been

“slashed and burned” previously. 3. Had made and donated 100 school bags for children. 4. Team helped teach English 5. Group did some educational activities with children. 6. Had one student stay for 10 weeks to teach English 7. In late July, returned to Siares to meet with group and have a graduation ceremony for the

English class participants. 8. More donations of books and teaching materials.

• 2009 o Nicaragua

1. Led team of students in May 2. Renovated a building to become school library. 3. Personally donated $2500 for materials and resources. 4. Made and donated 40 school bags for children. 5. Group did some educational activities with children. 6. Had one student stay for 10 weeks to teach English and Business training 7. August, returned to Siares to meet with group and have a graduation ceremonies for the

English class and business training participants. 8. More donations of books and teaching materials

• 2010 o Kenya

1. Taught approximately 200 women in SACCO credit organization about group development and constitutions as well as basic record-keeping

o Nicaragua 1. Provided materials for the painting of a church and school kitchen in Siares, Matagalpa,

Nicaragua 2. Financed security gates for kitchen windows and door. 3. Donations for Ruben Dario School library materials and furnishings. 4. Financed the part-time instructor for computer training to students. 5. Raising funds to bring a student to the UNI CIEP program in spring 2011.

o Ghana

8

1. Scholarships for 3 youth in Secondary School 2. Scholarship for one university student


1. Provided materials to construct food storage facility at the Ruben Dario School 2. Funds for community center area on land of Angela Kuan 3. Hosted and assisted in financing Larry Gomez for CIEP program 4. Books for and teacher desks in La Suana school 5. Books and more shelving for Ruben Dario School 6. Provided university scholarships personally. 7. Assisted in fundraising for nine scholarships. 8. Financed part-time instructor for computer training. 9. Led student team in May


1. Funds for construction materials for LWW building to purify water 2. Funding for travel for another student to come to UNI CIEP for English language training 3. Paint for Storage and Water buildings at Siares school 4. Raised funds for purchasing 4 sewing machines to begin sewing training in the area. 5. Gathered physical donations for sewing program and school handcrafts. 6. Continued funding and certificates for computer training programs. 7. Led student team in May and December/January.

• 2013 o Kenya

1. Provided tuition funding for young male student in private high school o Nicaragua

1. Raised funds for computers for Ruben Daria School # 2 in Siares, Matagalpa, Nicaragua 2. Tile put into the new water purification facility in Siares 3. More sewing machines for a third community in the ASODECOMAT 7 community

organization 4. Dental Hygiene programs developed with toothbrushes donated 5. Table for preschool in Siares 6. Table for LWW purification facility 7. Gathering baseball gloves and equipment for La Garita and Siares communities 8. Made and donated a quilt to raffle for university scholarships in the Matagalpa region. 9. Leading student team in May.


1. Sponsored a young woman’s high school fees 2. Led team to Nicaragua in December/January 3. Provided paint and equipment for students to paint the kitchen at IGH school in Leon 4. Lead group to Nicaragua in May 5. Provided resources for repairs at the Ruben Dario School in Siares 6. Assisted in the VGM & Associates company fundraiser to get 750 pieces of clothing

distributed to the children of the Dump in Leon 7. Leading team in December/January

o Panama 1. Provided printed postcards for marketing to tourists to fund school resources in the

Embrera Pura village 2. Donated authored books for sale to fund education resources 3. Donated school and meal materials for the elementary school

o HANDS FOR HOPE, INC. 1. Founded and incorporated summer 2014 to for fundraising and funding of programs in

lesser developed countries. • 2015

o Nicaragua 1. MMLW scholarships presented to 12 individuals in January 2. Donation of school and sewing supplies

9

o HANDS FOR HOPE, INC. 1. $1000 donation for building classroom foundation at Triolo in July 2. $300 donation for paint supplies at school in Leon 3. $1100 donation for building supplies at Triolo in December


1. $500 donation to put roof and floor in the new classroom for basic use 2. $300 donation for finishing classroom walls 3. MMLW scholarships presented to 4 individuals for 2016 in December


1. $600 donation for paint and materials for Triolo school building and desk repairs 2. $1300 donation for building another new classroom in Triolo school 3. Advised on potential development of an agricultural training school 4. Assisted with emergency training for the Leon volunteer fire department and provided

education materials in Spanish 5. $700 donation for building materials for roof and metal work.


1. $320 of supplies for Dental clinic in Triolo, Nicaragua 2. $600 donation for finishing materials and cement floor in the Triolo classroom 3. Items for the Andeas SOS orphanage


1. $1200 for building materials for last classroom 2. Did one day of construction work on the project 3. Attended the graduation ceremony for the third graduating class of the high school

COURSES TAUGHT: Wartburg College

Organizational Management, Organizational Behavior, International Management, Global Marketing University of Northern Iowa Organizational Management, Principles of Marketing, Organizational Behavior, Seminar in International Business, Operations Management, Globalization’s Impact on Central America, Ghana Culture, Socio-Economic Reality of Central America, Global Trade Management, Global Marketing, Hong Kong MBA Capstone, Global Skills Capstone course in China, Various Independent Studies regarding International Experiences, and Global Trade Practices Co-teaching: College Writing and Research with English Instructor EAFIT University, Medellin, Colombia MBA Marketing Management Shanghai Dian Ji University, China Global Trade Practices

BIE GRANT ACTIVITIES: (both grants) o Development of China opportunities for faculty development o Coordination of the UNI/FAW internship exchange o Curriculum development from global perspective including the initial work to advance the International

Business Minor for both Business and non-Business Majors o Working with language department on the Chinese language program o Coordinate the International internship program in NE China (Dalian) o Seek out and assess potential internship or practicum opportunities in various international sites o Development of Global Trade Practices Program and promotion of Certified Global Business

Professional program (29 students certified since 2007) o Outreach programs

• JETRO conference, November 4, 2007 • Global Issues conference, November 13, 2008

10

• Global Issues conference, October 2013 • Global Issues conference, October 2014 • Global Issues conference, October 2015

o Faculty development for international training • 1 sent in 2007, 3 in 2008

o BIE annual Director’s meeting o NASBITE meeting presentation, March 2008 and April 2009 o Development of Study Tour to China in June 2009

• Acquired LAC capstone status for course o Work with English Department to develop and co-teach the liberal arts course offering College Reading

and Writing, now College Writing and Research with a global focus • 4 sections – fall 2007 • 3 sections – spring 2008 • 3 sections – fall 2008 • 2 sections – spring 2009 • 3 sections- fall 2009 • 3 sections- spring 2010 • 2 sections- fall 2010

• 2 sections- spring 2011 • 2 sections- fall 2011 • 2 sections- spring 2012 • 2 sections- fall 2012 • 1 section- fall 2012 • 2 sections- fall 2013

o All grant reporting o Work with Study Abroad office to advise CBA students on international experiences o Presented to all five sections of the Freshmen CBA orientation class concerning International Opportunities-

fall 2008, one section spring 2009. o Assist the Assistant Dean with assessment of international opportunities or programs

BRAZIL FIPSE GRANT

• Project leader for application process • Funded July 1, 2009 for 5 years. • U.S. Program leader

o Grant work o Travel to consortium o Facilitate partnership with Hawkeye Community College and Kirkwood Community College in Iowa o Facilitate partnership with Brazilian universities- Universidade de Brasilia and Universidade Federal de

Goias • Webpage development and maintenance • Facilitation of faculty and student exchanges • Development of Faculty Research Facilitation webpage • Grant reports • Development of Portuguese language course for students and professionals • Traveled with faculty team to Brazil in August 2013

Current Activities and Responsibilities

• Instructor for Global Marketing and Global Trade Practices • Instructor/facilitator for the HKMBA Capstone Simulation • Advisor for Global Business Club • Advisor for the Supply Chain Management Association • Coordinator for International Internships • Coordinator of Cost Neutral Programs • Coordinator for Fly Free Programs • Leader and Instructor for Socio-Economic Reality of Central America Capstone short course in Nicaragua

– December • Development and Instructor for Global Skills in Panama and Colombia • Developing contacts for potential collaboration in various international regions • Coach team for the NASBITE International Case competition • Coach team for the NIBS International Case competition • Coordinator for the International Business Minor • Accept, process and communicate awards for study abroad activities for the CBA

11

• Facilitator/Organizer- Global Trade Issues Conference in October • Designing and coordinating incoming programs during the summer for international partners

o Agribusiness Tour from Brazil – 2012 and 2014 o EAFIT University- 2013, 2014, 2015, 2016, 2017, 2018, 2019 o Dianji University- 2014, 2015, 2016, 2017, 2018, 2012 o EAFIT University Supply Chain Program 2018, 2019 o Universidade de Brasilia 2018, 2019

JADE MICHELLE NICOLÉ SIMS 4411 Arbor Dr., Okemos, MI 48864 · 517.819.6988 · [email protected]

PROFESSIONAL SUMMARY Throughout a career focused on expanding business and university interests internationally, I have enjoyed forging productive and warm working relationships among very diverse communities and individuals. In all my positions I have created, managed, and refined programs that lead stakeholders of organizations with extremely disparate cultures and seemingly different goals to come together to launch or grow opportunities driven by globalization. At the heart of all these initiatives is my fundamental excitement to create knowledge-sharing opportunities that ultimately lead individuals to new perspectives to benefit organizations and communities.

CREDENTIALS AND SKILLS • Eight years as an International Trade Specialist, focusing on providing export services for small and medium-

sized U.S. businesses, including export counseling, strategic planning, customized market research, and training on a wide variety of export and international business issues

• Certified Global Business Professional (CGBP, NASBITE International, 2012) and CGBP Certified Trainer (2017), training over 50 businesspersons and economic development professionals for the credential

• Over two years in the international automotive sector, overseeing new product launch from Mexican facilities • MBA in International Management from Thunderbird School of Global Management, with a Specialization in

Global Development & Policy • Fluency in spoken and written Spanish; basic knowledge of French and Portuguese • Experience living on three continents and in four countries, plus work and travel in several more countries • Close relationships with US Export Assistance Center staff from three offices around Michigan, and experience

interacting on-site with US & Foreign Commercial Service professionals overseas • Experience presenting & training businesspersons, economic development professionals, students, and

academic and government delegations from the U.S. and abroad (including utilization of PowerPoint & Prezi) • Advanced research capabilities, including various database and statistical analysis tools (LexisNexis,

Euromonitor, UN Comtrade, US Census Bureau, Panjiva, World Bank; Qualtrics, SPSS) • Proficient with social and professional media tools for business marketing (LinkedIn, Facebook, Twitter,

Pinterest, MailChimp), Internet research, Microsoft Office

PROFESSIONAL EXPERIENCE Michigan State University Eli Broad College of Business International Business Center (MSU-CIBER) East Lansing, MI

International Trade Specialist January 2011-Present • Generate research and educational outreach activities, provide customized consulting, and connect private

business and trade development organizations to the international business resources of the Eli Broad College of Business

• Create and deliver dozens of seminars and workshops to hundreds of businesspersons and economic development professionals on topics including international market research, global management, trade finance, global supply chains, export and trade promotion, foreign market selection, market entrance, intercultural communications, utilization of databases and online tools, etc.

• Serve as principal liaison to the Michigan Economic Development Corporation (MEDC) International Trade program, Capital Region International Airport and Foreign Trade Zone, the Lansing Regional Chamber of Commerce (LRCC), and Grand Rapids US Export Assistance Center (USEAC), among other business and economic development groups

• Plan and implement events of the Global Business Club, including luncheons, seminars, and networking activities featuring successful international professionals from medium and large corporations (Spartan Motors,


Jade Sims resume Page 2

Guardian Industries), associations (Michigan Manufacturer’s Association), government (Canadian Consul General, US Ambassador to Singapore, US Commercial Service staff from India), and academia (researchers & faculty across MSU colleges & other institutions)

• Develop & serve as lead faculty to undergraduate study programs to Barcelona (2015, 2017, 2018, 2019), Brazil (2015), Costa Rica (2014, 2018), Ireland (2019). Responsibilities include: developing and implementing content, negotiating prices and services from 3rd party providers, budgeting program expenses, publicizing program, recruiting and evaluating students, providing cultural orientation

• Co-developed and co-led Executive MBA study to Mumbai, India (2013) • Lead teams of 8-15 undergraduate and graduate students that have completed over 100 international market

analysis reports for companies to initiate or expand international operations Michigan State University Department of Spanish and Portuguese, Department of French, Classics, and Italian East Lansing, MI

Academic Specialist September 2003-January 2011 • Coordinated and liaised with other colleges and departments to continuously monitor and assess existing study

abroad and internship programs for students, and develop new opportunities with appropriate language content • Completed initial investigations, site visits, and evaluations of potential partner organizations for study abroad

programs in Argentina, Costa Rica, Ecuador, Mexico, and Spain • Oversaw development and implementation of first experiential requirement for undergraduate students • Evaluated and approved transfer courses for academic credit in the areas of romance and classical languages • Developed and led study-abroad and internship-abroad programs in Mexico and Spain (2004-10) • Managed on-site logistics for study programs to Mexico (2007, 2008), and Ireland (2010) • Advised over 900 undergraduate majors and minors regarding academic progress and professional futures • Taught courses on Spanish language, culture, and Business Spanish; courses taught include SPN 101, 102, 201,

202, 452 (Business Spanish, Professional Spanish), and independent studies for College of Arts and Letters in Spanish

• Created promotional materials and represented department at fairs and other recruitment events Avon Rubber & Plastics, Automotive Division Cadillac, MI

Account Manager & Launch Coordinator of Mexican Operations December 1999-January 2002 • Communicated with Design, Sales, Engineering, and Costing departments to guarantee timely introduction of

new manufactured goods to marketplace, including proper documentation, billing, and follow-up for approximately 30 new and revised products per month from three separate Mexican manufacturing facilities.

• Prepared and presented monthly new business evaluations and opportunity analysis • Facilitated $12 million renovation project of Mexican manufacturing plant through needs assessment, budget

development and logistical coordination • Organized and oversaw annual launch meeting of North American design, manufacturing, costing, and

purchasing teams. • Coordinated and communicated regularly with clients and management throughout Latin America and Europe United States Peace Corps Santo Domingo, Dominican Republic

Small Enterprise Development Consultant, Junior Achievement (JA) Program Coordinator June 1997-October 1999 • Created training workshops, developed materials, and supported volunteers to implement JA program

nationwide • Performed needs analysis and consulting for SMEs and local non-governmental organizations (including areas

of accounting, budgeting, marketing, work plans, computer systems, grant soliciting, and general office administration)

• Developed proposal for US$1 million grant for construction and amplification of trade school for adolescents


LEADERSHIP/HONORS • Executive Leadership for Women (MSU Executive Education program) graduate (2018) • Leadership Lansing (regional leadership development program) graduate (2017) • Center for International Business Education and Research (CIBER) Curriculum Development Grant for

participation in University of South Carolina’s Faculty Development in International Business program (2010) • Academic Specialist Grant from Vice President for Academic Human Resources for participation in

conferences (NAFSA, 2007-8) and courses (accelerated Portuguese, 2007; Communication Theory, 2005) • Rotary Foundation Group Study Exchange participant (May 2005, Peru)

SERVICE TO UNIVERSITY AND COMMUNITY • Michigan Humanities Council (Governor appointed December 2018, 3 year term) • Editorial Board, Brand Protection Professional Practitioner Journal, 2019 • Faculty advisor, International Business Organization, 2011-present • Meridian Township Economic Development Corporation Chair (Appointed January 2017; elected Chair January

2018, 2019) • Meridian Township Brownfield Redevelopment Authority Member (Appointed October 2017) • Greater Lansing United Nations Association Vice President for Programming (2014-16); Membership (2011-13) • Michigan State University volunteer presenter for World Languages Day (2013-17), Grandparents University

(2014-17), Language School Summer Camps (2010), Alternative Spring Break (ASB) (2004) • Capital Area Literacy Coalition English as a Second Language volunteer tutor • Yoga Instructor, 500 hr +, vinyasa and Ashtanga vinyasa formats (since 2006)

EDUCATION Thunderbird School of Global Management Glendale, AZ Master of Business Administration in International Management (MBAIM/Global MBA) January 2003 • Specialization: Global Development and Policy • Semester Abroad program in Geneva, Switzerland

Alma College Alma, MI Bachelor of Arts in Business Administration (Minor: Spanish) May 1997 • Study abroad programs in Granada, Spain; Heredia, Costa Rica; Oaxaca, Mexico

SEMINARS TAUGHT (PARTIAL LIST) • Successful Export Strategies, 01/25/19, ExporTech Export Accelerator, Lansing, MI • The CIBER Network: Best Practices in Collaborating with Local, State, and National Organizations to

Strengthen Global Trade & Competitiveness, 4/11/19, NASBITE Annual Conference, Savannah, GA • NASBITE (Association of Small Business International Trade Educations) CGBP (Certified Global

Business Professional) Preparation Courses: 6/8-6/9/15, West MI District Export Council, Grand Rapids, MI; 8/8-8/9/16, Automation Alley, Troy, MI; 6/7-6/8/17, Grand Valley State University, Grand Rapids, MI;7/10-7/11/18, Global Business Club of Mid-Michigan, Lansing, MI; 11/9/18-11/11/18, Small Business Development Center, Houghton, MI

• Connecting Mid-Michigan with the World Through Trade, 10/15/18, Coffee with the Profs Alumni Association Series at MSU, East Lansing, MI

• Bringing Foreign Companies to Michigan: International Practice Workshop, 5/30/18, Michigan Association of CPAs (MICPA), Troy, MI


• The Basics of Exporting, 1/9/18, Global Business Club of Mid-Michigan, Lansing, MI • Collaboration is Key: Statewide Partnerships to Improve Outreach Efforts, 3/22/18, NASBITE

International Conference, Baltimore, MD • Using globalEDGE for Clients, Companies, & Your Professional Development, 9/22/16 and 9/7/17,

National Association of Small Business Development Centers (ASBDC) Conference, Orlando, FL • Export 101: Grow Your Sales, Manage Your Risk, 3/22/16, Global Business Club of Mid-Michigan,

Lansing, MI • Doing Business in Mexico Trade Mission Preparation, 2/24/16, Automation Alley, Troy, MI • Opportunities in Exporting, 7/14/16, Capital Area Manufacturing Council, Lansing, MI • Basics of International E-commerce, 4/2/15, Tejara Global Business Center, Dearborn, MI • Choosing Your International Partners, 3/5/15, Tejara Global Business Center, Dearborn, MI • International Market Research: Which Export Market is Right for You? 11/29/14. Washtenaw

Community College Small Business Development Center, Ann Arbor, MI and 2/19/15, Tejara Global Business Center, Dearborn, MI

• Entering Global Markets, 6/24/14, Washtenaw Community College Small Business Development Center, Ann Arbor, MI

• International Issues: FTAs, Resources, & Cultural Context, 5/29/14, MICPA (MI Association of CPAs), Detroit, MI

• Doing Business in Canada & Overseas, 8/22/13, Michigan Association of CPAs (MICPA) Small Practitioner’s Conference, Mt. Pleasant, MI

• Exporting Resources, 3/20/14, Lansing Global Business Conference, Lansing, MI • globalEDGE International Business Resources, 4/12/13, 4/4/14, 4/12/15, NASBITE International

Conference Albuquerque, NM; Memphis, TN; Nashville, TN. • A Global View for Business and International Trade, 3/21/13, Lansing Global Business Conference,

Lansing, MI • Doing Business in Qatar and UAE, 9/21/12, Automation Ally, Troy, MI • An Introduction to International Marketing, 9/5/12, MSU Henry Center, Lansing, MI • How to Choose International Partners, 2/3/12, Saginaw Valley State University, Saginaw, MI • Creating a Market Entry Strategy, 7/18/12, Lansing Regional Chamber of Commerce, Lansing, MI • How to Investigate & Select Foreign Markets, 7/11/12, Lansing Regional Chamber of Commerce,

Lansing, MI and 10/29/14, Washtenaw Community College Small Business Development Center, Ann Arbor, MI

• Doing Business in Latin America, 5/24/12, Automation Alley, Troy, MI • Introduction to Exporting/Export 101, 2011-2018, numerous occasions and venues in Michigan • Think Global, Go Global: Export Market Strategies to Improve Your Bottom Line, 11/14/11, Delta

College, Saginaw, MI

COURSES TAUGHT • MKT 490 (Independent Study), 3 credits, Spring 2019 • MKT 393 (Introduction to International Business), 3 credits, Spring 2019 • MKT 491 (Topics in Marketing), 1 credit, Spring 2015, 2017, 2018 • MKT 310 (International & Comparative Dimensions of Business), 3 credits, Spring 2015, 2017, 2018


• UGS 102 (Business Sustainability & Entrepreneurship), 3 credits, Summer 2014 (Costa Rica), Summer 2015 (Brazil), Summer 2018 (Costa Rica). This course is approved for both ISS and IAH credit at MSU.

• SPN 452 (Business Spanish), 3 credits • SPN 452 (Professional Spanish), 3 credits • AL 493B (Arts & Letters International Internship: Madrid, Spain and San José, Costa Rica), 4-8 credits

Joyce Steffan Director

Office of Global Business/Center for International Business Education and Research (CIBER) • Fisher College of Business •

The Ohio State University 614.203.2580 • [email protected]

CAREER HISTORY: Academic Experience The Ohio State University

� Teach Establishing Export Firms course as academic component for Ohio Export Internship Program � Teach Fisher Summer Global Internship Program Pre-‐Departure courses for Australia, Chile, Hong Kong,

India, Ireland, Germany, Singapore, Spain, and UK � Taught graduate course, MHR 862 Diversity & HR, OSU Fisher College of Business � Taught professional development/training sessions for Office of Human Resources

Bowling Green State University, College of Business Administration � Taught undergraduate principles of management and business communication courses � Member of Institute for Organizational Effectiveness (consulting/research consortium)

Administrative Experience

The Ohio State University Office of Global Business/Center for International Business Education and Research, Fisher College of Business

� Direct CIBER to create global learning opportunities for students, faculty, and business community � Direct Ohio Export Internship Program in partnership with State of Ohio Development Services Agency � Develop and implement strategic plan to create global opportunities for Fisher students � Create marketing materials using print and web-‐based options � Recruit graduate and undergraduate students to participate in global opportunities � Build partnerships domestically and globally for study tours, student projects, corporate site visits � Work with in-‐country travel partners and vendors � Coordinate data for federal reports and evaluation purposes � Manage budget, supervise A&P staff, graduate, and undergraduate student workers

Center for Business Performance Management, Fisher College of Business � Developed corporate relationships within international CBPM network to expand member community � Created marketing strategies to increase awareness about CBPM � Built content and knowledge base for CBPM website including social media � Planned outreach events to create awareness about Center and Fisher Professional Services � Advised MBA students on BPM certification process � Assisted with Fisher Professional Services MBA Consulting Program including FPS Global Summer

Internship programs in Dublin, Ireland and Hong Kong Office of Graduate and Professional Admissions

� Oversaw operational and outreach/recruitment activities of Graduate and Professional Admissions Office � Led university-‐wide Recruitment Committee to develop and assess diversity recruitment strategies � Collaborated with OSU graduate programs to recruit students at professional organizations/conferences � Created inventory of diversity recruiting strategies across OSU graduate/professional programs � Counseled domestic and international prospective students � Developed database of prospective graduate students

� Created web-‐based and print marketing materials, oversaw website content � Designed assessment tools to gauge visitor, applicant, and program satisfaction � Established comprehensive networks across colleges, institutions, and professional organizations � Supervised A&P and civil service staff, graduate and undergraduate students

Bowling Green State University, College of Business Administration � Oversaw full-‐time and executive graduate business programs � Created recruitment and retention plans (full-‐time and executive) with 18% increase in enrollment � Designed Job Skills 101 preparation sessions for MBA and MOD students � Facilitated internship and job placement opportunities with 98% placement rate � Established Alumni Ambassador network, Student Mentors, and Executive Spotlight program � Managed program budget; hired, developed, and evaluated staff and graduate assistants � Developed and managed relationships with organizations, institutions, students, and alumni � Coordinated annual professional development conferences

EDUCATION: PhD in Higher Education Administration Bowling Green State University, Bowling Green, OH, in process Cognate: Strategic Leadership Master of Organization Development Bowling Green State University, College of Business Administration, Bowling Green, OH Bachelor of Science in Business Administration, Bowling Green State University, Bowling Green, OH Specialization: Organizational Behavior EMPLOYMENT HISTORY: July 2013 to Present Director, Office of Global Business/CIBER Fisher College of Business, The Ohio State University March 2010 to July 2013 Associate Director, International Programs Office/CIBER Fisher College of Business, The Ohio State University October 2009 to March 2010 Assistant Director, Center for Business Performance Management Fisher College of Business, The Ohio State University December 2002 to October 2009 Assistant Director, Outreach and Recruitment Graduate and Professional Admissions, The Ohio State University October 1998 to December 2002 Assistant Director, Master of Organization Development Program College of Business Administration, Bowling Green State University, October 1997 to present Adjunct Faculty Fisher College of Business, The Ohio State University College of Business Administration, Bowling Green State University Office of Continuing Education, Ohio State and BGSU

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