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Go Global: Management of Export Transactions and Documentation

The number and kinds of documents that the exporter must produce vary according to the destination and type of shipment. Free Trade Agreements are based on documentation. Because each country has its own set of import regulations, the exporter must take care to find out, what documents will be required for the shipment of goods to clear customs in another country. Discrepancies or omissions in documentation may result in delays, nonpayment, or even seizure of the exporter’s goods by the U.S. or foreign customs officials.

Topics will include the following:

  • Common Export Documents
  • Certificates of Origin and Special Export Documents
  • Automated Export System (AESDirect)

Who should attend:

  • Sales
  • Logistics
  • Marketing
  • Directors of operations
  • Executives
  • Exporting officers


  • Brent Rondon, Pitt SBDC
  • Will Hooten, Penn State SBDC
  • Bill Pearce, Widener SBDC
  • Jason Given, Tax Managing Director, Trade & Customs
  • Ed Schick, SBA Export Finance
  • Jackie Pacheco, REN – PA Exports
  • Rena Belshe
  • LeeAnne Haworth, U.S. Commercial Service

Participants can also register by calling 412-648-1542 or email

Pitt SBDC, PA PREP, and U.S. SBA logos side by side

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 9, 2022
9:00 am - 10:00 am
Webinar – link to be sent to registrants