MBITA Events

Become a Member

Creative Export Financing Seminar

Category: Seminars
Date(s) and Time(s): Thursday, Jan 18, 2001, 03:00 AM - Thursday, Jan 18, 2001, 03:00 AM
Venue: McGowan Building of the Monterey Institute of International Studies (MIIS)
Address: 411 Pacific St., Ste Mgmt 100, 1st floor
City / State / Country: Monterey / CA / US
Organizer / Promoter: Monterey Export Assistance Center (EAC)
Phone: 831-641-9850
Email: mark.weaver@mail.doc.gov
URL: http://
Description: 9:00 a.m. Welcome and Introduction

*Robert “Tony” Livoti, Executive Director, Monterey Bay International Trade Association (MBITA)
*Mark A. Weaver, Manager, Monterey Bay Export Assistance Center, Monterey

9:05 a.m. Finding Financing/Risk Mitigation Using the Export Finance Matchmaker @ www.ita.doc.gov/td/efm

*John Shuman, Senior International Trade Specialist & Manager, Trade Finance Program, Office of Finance, U.S. Department of Commerce, Washington, D.C.

9:15 a.m. Creating An International Credit Policy & Credit Application

*Jacky Jamieson, Director of International Credit, The Credit Department, St. Paul, MN

10:00 a.m. Getting Paid

A) Assessing Risks Of Various Trade Payment Types & Identifying Bank Products To Mitigate These Risks:

*Kenneth Petrilla, Senior Vice President, Wells Fargo HSBC Trade Bank, San Francisco, CA

(B) Using Payment Enhancement Techniques in Selling to Latin Buyers

*Jacky Jamieson

(C) Finding Bank Financing for Overseas Buyers

*Stephen Greene, Senior Vice President, First International Bank, Hartford, CT

11:00 a.m. BREAK

11:20 a.m. Finding Transaction Financing For Undercapitalized Exporters

*Fred Waldkoetter, Senior Vice President, Production Finance International, Dallas, TX

11:40 a.m. Securing Export Working Capital Financing

*James Luchessi, Business Development Officer, Export-Import Bank of the U.S., San Jose, CA
*Ray C. Monahan, Senior International Trade Finance Specialist, Small Business Administration, San Jose, CA
*Mike Farstad, California Export Finance Office, Santa Clara, CA


12:20 p.m. Using Export Credit Insurance as a Sales/Financing Tool

*Ernest L. Kangas, President, AON Trade Credit Insurance Services, Walnut Creek, CA

Employing Export Factoring

*Ray Pereira, Senior Vice President & International Manager, Bank of America Commercial Corporation, Atlanta, GA

1:00 p.m. Program Ends

Admission fee: $25.
Registration required.

Register for this event Online!