Broker Partnerships: Building Trust, Strategy, and Compliance in Global Trade with Diane Perez

from Simply Trade · host Global Training Center

Hosts: Lalo Solorzano & Andy Shiles Guest: Diane Perez, Senior Trade Manager Published: August 28, 2025 Length: ~38 minutes Presented by: Global Training Center 🌍 The Broker Relationship That Makes or Breaks Trade The right customs broker isn’t just a vendor — they’re a strategic partner. In this episode, Lalo and Andy sit down with Diane Perez to unpack why importer–broker relationships are the backbone of compliance and trade success. With experience at Amazon, Pratt & Whitney, Henkel, Diageo, and Oura, Diane brings both the importer and broker perspective. She explains why brokers should be seen as trusted advisors, how proactive audits and reviews keep compliance on track, and why communication and data quality are critical in today’s tariff-heavy, post–de minimis world. What You’ll Learn in This Episode: Why importer–broker relationships are more like strategic partnerships than vendor contracts How quarterly broker audits, KPIs, and SLAs can strengthen compliance Why proactive data sharing empowers brokers to keep freight moving What importers often underestimate about a broker’s day-to-day responsibilities Why communication and trust are essential in a rapidly changing trade environment Key Takeaways: A customs broker relationship is more like a tax accountant than a transactional vendor. Quarterly broker reviews, audits, and performance metrics build accountability. Data quality starts with importers — compliance is ultimately your responsibility. Switching brokers too often weakens compliance and trust. Giving brokers “a seat at the table” makes them true partners in strategy, not just paperwork. Resources & Mentions: NCBFAA (National Customs Brokers & Forwarders Association of America) ICPA (International Compliance Professionals Association) ACE Portal – U.S. Customs Automated Commercial Environment Credits Hosts: Lalo Solorzano – LinkedIn Andy Shiles – LinkedIn Guest: Diane Perez – LinkedIn Producer: Lalo Solorzano Subscribe & Follow New episodes every week. Presented by: Global Training Center — providing education, consulting, workshops, and compliance resources for trade professionals. 👉 www.GlobalTrainingCenter.com Connect with us: Simply Trade Podcast on LinkedIn Global Training Center on LinkedIn YouTube Spotify Apple Podcasts Trade Geeks Community Don’t forget to rate, review, and share with your fellow trade geeks!

What this episode covers

Hosts: Lalo Solorzano & Andy ShilesGuest: Diane Perez, Senior Trade ManagerPublished: August 28, 2025Length: ~38 minutesPresented by: Global Training Center 🌍 The Broker Relationship That Makes or Breaks Trade The right customs broker isn’t just a vendor — they’re a strategic partner. In this episode, Lalo and Andy sit down with Diane Perez to unpack why importer–broker relationships are the backbone of compliance and trade success. With experience at Amazon, Pratt & Whitney, Henkel, Diageo, and Oura, Diane brings both the importer and broker perspective. She explains why brokers should be seen as trusted advisors, how proactive audits and reviews keep compliance on track, and why communication and data quality are critical in today’s tariff-heavy, post–de minimis world. What You’ll Learn in This Episode: Why importer–broker relationships are more like strategic partnerships than vendor contractsHow quarterly broker audits, KPIs, and SLAs can strengthen complianceWhy proactive data sharing empowers brokers to keep freight movingWhat importers often underestimate about a broker’s day-to-day responsibilitiesWhy communication and trust are essential in a rapidly changing trade environment Key Takeaways: A customs broker relationship is more like a tax accountant than a transactional vendor. Quarterly broker reviews, audits, and performance metrics build accountability. Data quality starts with importers — compliance is ultimately your responsibility. Switching brokers too often weakens compliance and trust. Giving brokers “a seat at the table” makes them true partners in strategy, not just paperwork. Resources & Mentions: NCBFAA (National Customs Brokers & Forwarders Association of America) ICPA (International Compliance Professionals Association) ACE Portal – U.S. Customs Automated Commercial Environment Credits Hosts: Lalo Solorzano – LinkedIn Andy Shiles – LinkedIn Guest: Diane Perez – LinkedIn Producer: Lalo Solorzano Subscribe & Follow New episodes every week. Presented by: Global Training Center — providing education, consulting, workshops, and compliance resources for trade professionals.👉 www.GlobalTrainingCenter.com Connect with us: Simply Trade Podcast on LinkedIn Global Training Center on LinkedIn YouTube Spotify Apple Podcasts Trade Geeks Community Don’t forget to rate, review, and share with your fellow trade geeks!

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Broker Partnerships: Building Trust, Strategy, and Compliance in Global Trade with Diane Perez

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This episode was published on August 28, 2025.

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