All Events

Go Global Exporting 201 – Export Documentation and Effective Management of Export Transactions

Session #5: Understand Export Documentation and Logistics

The number and kinds of documents that the exporter must produce vary according to the destination and type of shipment. Because each country has its own set of import regulations, the exporter must take care to find out, well in advance, what documents will be required for the shipment of goods to clear customs in another country.

Considerations to be covered:

  • How to manage quote processing, Pro Forma Invoicing, HTS/Schedule B number
  • Export procedures and export shipping forms
  • Scheduled Speakers:

    • Chas Watson: RL Swearer. “How to manage quote processing, Pro Forma Invoicing, and Insurance”
    • Nick Zosky: “Export procedures and export shipping forms”

    Export Discussion Lunch & Learn – June. 24 @ 12PM

    Lunch & Learns will be focused on the prior session topic where participants meet for questions and answers. The sessions will help participants to develop a well thought out export strategy and how to execute it. Export plans help entrepreneurs understand the facts, constraints, and goals around an international effort. Written plans give a clear understanding of specific steps that need to be taken and help assure a commitment to exporting over the longer term. Without a plan, your business may overlook better long-term growth opportunities outside of the domestic market.  Sample Outline of an Export Plan to be used.


    Please contact Brent Rondon, Sr. International Trade Consultant, at


    Go Global event sponsors logos


    Funding support and resources are provided by the Commonwealth of Pennsylvania through the Department of Community and Economic Development; through a cooperative agreement with the U.S. Small Business Administration, and through support from the University of Pittsburgh. All services are extended to the public on a non-discriminatory basis. Special arrangements for persons with disabilities can be made by calling 412-648-1542. All opinions, conclusions or recommendations expressed are those of the author(s) and do not necessarily reflect the views of the SBA. SBDC services are not available to individuals or entities that have been debarred or suspended by the federal government. By agreeing to receive assistance from the SBDC you are self-certifying that you are not currently federally debarred or suspended and also agree to cease using SBDC services if you become federally debarred or suspended in the future.

    June 10, 2021
    9:00 am - 10:00 am