Simply Trade

Host: Lalo Solorzano and Trudy Wilson Published: May 13, 2026 Length: 13:22 Presented by: Global Training Center Summary In this episode of Simply Trade, Lalo Solorzano welcomes back Trudy Wilson for another round of Trudy’s Trade Tips, continuing the conversation on Incoterms that deserve extra caution. After previously covering Ex Works, Trudy turns to the opposite end of the spectrum: DDP, or Delivered Duty Paid. At first glance, DDP can sound like the easiest option for buyers because the seller appears to handle everything. But as Trudy explains, that convenience can come with serious compliance risk. Whether you are the seller taking responsibility for import requirements in another country, or the buyer relying on a foreign supplier to correctly manage customs clearance, DDP can create unexpected exposure. The discussion breaks down why importers must stay alert to documentation, classification, tariffs, antidumping and countervailing duties, broker setup, and country-specific import rules. Trudy also explains why sales teams may love DDP from a customer service perspective, but compliance teams should take a closer look before agreeing to it. This episode matters because Incoterms are not just shipping terms. They affect cost, risk, responsibility, and compliance exposure. Main Topic / Discussion This episode focuses on the risks of using DDP, Delivered Duty Paid, in international transactions. Trudy explains that DDP places maximum responsibility on the seller, including transportation, costs, risk, and import compliance into the destination country. For sellers, DDP may mean taking on import obligations in a country where they may not understand the rules or may not even be legally permitted to act as the importer. For buyers, DDP may seem convenient, but it can create risk when a supplier misclassifies goods, undervalues shipments, fails to account for tariffs, or does not properly set up broker authority. Trudy also emphasizes that companies should not assume a freight forwarder or broker has the same capabilities in every country. Service provider coverage, local representation, and destination-country expertise are essential when considering any complex import transaction. The episode closes with a practical reminder: companies can often simplify Incoterm decisions by focusing on a smaller group of more practical terms, while still getting proper training before applying them. Key Takeaways • DDP may sound convenient, but it can create major compliance exposure for both buyers and sellers. • Sellers using DDP may become responsible for import rules and requirements in the destination country. • Some countries do not allow foreign entities to complete DDP transactions unless they have the proper local presence. • Buyers should not assume a supplier will correctly manage classification, valuation, tariffs, or duty requirements. • Even if a buyer is listed only as the ultimate consignee, they may still be tied to the import transaction. • Companies should verify broker setup, documentation, data elements, and service provider capabilities before agreeing to DDP. • Trudy recommends staying away from DDP whenever possible and focusing on more practical Incoterms when appropriate. Resources & Mentions • Global Training Center • TruTrade Solutions Credits Host: Lalo Solorzano – LinkedIn Trudy Wilson – LinkedIn   Producer: Lalo Solorzano 📢 Subscribe & Follow Stay connected with the Simply Trade community and never miss an episode that helps you trade smarter. 🎧 Listen on: • Apple Podcasts • Spotify • YouTube 💬 Connect with us: • Simply Trade • Global Training Center • Trade Geeks Community Don’t forget to rate, review, and share with your fellow trade geeks! Want to be on the show or have topic suggestions? [email protected]

Host: Annik Sobing Guest: Laura DiBella, Chair, Federal Maritime Commission Published: May 2026 Length: ~27 minutes Presented by: Global Training Center From Resilience to Maritime Leadership Annik Sobing sits down with Laura DiBella for a deeply personal and inspiring conversation about leadership, resilience, and the path that brought her to the Federal Maritime Commission. Laura shares how her upbringing as a first-generation American, her family’s financial hardships, and the loss of her brother shaped her values and her drive to serve. The conversation also explores her career journey through real estate, economic development, ports, and maritime leadership, as well as what the industry needs now to move forward with clarity and support. Who This Episode Is Valuable For This episode is especially valuable for young professionals who are still figuring out their path and want to hear how resilience, adaptability, and being open to unexpected opportunities can shape a career. Laura’s story is also meaningful for leaders in her position or anyone at a senior level, because it offers a reminder of where they came from and how personal experience can influence the way they lead, serve, and make decisions.   What You’ll Learn in This Episode Laura’s early life Laura talks about her Sicilian family background, the example her parents set, and how watching her father build a business from nothing shaped her understanding of hard work and perseverance. She also opens up about the hardships her family faced during the early 1990s recession. How adversity shaped her path The episode explores how personal loss and financial instability influenced Laura’s outlook on life and service. She explains how running, school, and later work became ways to channel that energy into something productive and meaningful. Career growth across industries Laura traces her path from real estate into economic development, then into port leadership, maritime work, and ultimately her current role at the FMC. Her story shows how one opportunity can lead naturally into the next when you stay open to learning and growth. What maritime needs now Laura gives a clear message that the maritime industry needs coordinated support, policy clarity, and real follow-through. She emphasizes that maritime priorities should not be stalled by politics and need urgent attention because of their impact on economic and national security. Why her story resonates The conversation is honest, thoughtful, and personal, making it one of the most memorable episodes of the show. Laura’s openness about her past and her willingness to keep showing up for the industry make this a powerful listen for anyone in trade or logistics. Credits Host: Annik Sobing Guest: Laura DiBella Presented by: Global Training Center Subscribe & Follow Stay connected with the Simply Trade community and never miss an episode that helps you trade smarter. 🎧 Listen on: • Apple Podcasts • Spotify • YouTube 💬 Connect with us: • Simply Trade • Global Training Center • Trade Geeks Community Don’t forget to rate, review, and share with your fellow trade geeks! Want to be on the show or have topic suggestions? [email protected]

Host: Cindy Allen Published: May 2026 Length: ~12 minutes Presented by: Global Training Center It’s Time to Go: Refunds, Trade Policy, and What Comes Next In this episode of Simply Trade: Cindy’s Version, Cindy Allen walks listeners through a busy week in international trade while using Taylor Swift’s “It’s Time to Go” as the theme. She covers the latest Court of International Trade ruling on Section 122, the ongoing CAPE refund process, Section 301 hearings, possible changes to Section 232 tariffs, and new concerns around CPSC data requirements. The episode also touches on fraud prevention, ACE help desk issues, and why it may be time to return to more traditional trade processes with clearer timelines and checks and balances. What You’ll Learn in This Episode Court and tariff updates Cindy explains the recent CIT ruling on Section 122 and how it may affect future trade actions. She also discusses the possibility of further appeals and what that could mean for importers. CAPE refund progress The episode shares encouraging news that CAPE refunds are reportedly hitting bank accounts. Cindy also covers the 45-day review window and the safeguards CBP is using to catch duplicate or mistaken filings. Fraud and cybersecurity concerns Cindy highlights CBP’s webinar and CSMS update about fraud in the CAPE process, including the need to verify bank details and watch for duplicate filings. She notes that many of the problems CBP is seeing are clerical or procedural rather than outright fraud. New compliance pressure The conversation shifts to the upcoming CPSC data requirements and why many importers may not yet be prepared. Cindy explains that the timeline is tight and that companies should work closely with brokers to get ahead of the new filing expectations. Why “It’s Time to Go” fits Cindy uses the Taylor Swift song to reflect the need to move away from overly novel tariff approaches and back toward more traditional trade processes. Her message is that trade needs time, structure, and predictability in order to plan and adjust effectively. Credits Host: Cindy Allen Presented by: Global Training Center Subscribe & Follow Stay up to date with the latest in global trade: 🎧 Spotify: https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq?utm_source=SimplyTradePodcast 🍎 Apple Podcasts: https://podcasts.apple.com/us/podcast/simply-trade/id1640329690?utm_source=SimplyTradePodcast ▶️ YouTube: https://www.youtube.com/@simplytradepod?utm_source=SimplyTradePodcast 🤝 Connect With Us   Global Training Center: https://www.linkedin.com/company/global-training-center?utm_source=SimplyTradePodcast 🎙️ Want to Be on the Show? Have insights on trade compliance, enforcement trends, or real-world execution? Reach out—we’d love to have you on.

Host: Lalo Solorzano and Andy Shiles Guest(s): Evan Smith Published: May 7, 2026 Length: 43:23 Presented by: Global Training Center Summary Global trade is changing fast, and compliance teams are being asked to do more than ever before. In this episode of Simply Trade, Lalo Solorzano and Andy Shiles welcome back Evan Smith of Altana to discuss how artificial intelligence, supply chain visibility, and product passports are reshaping the way importers, brokers, forwarders, and governments approach trade compliance. Evan explains why traditional customs entry data is no longer enough for today’s regulatory environment, especially as forced labor enforcement, tariff stacking, rules of origin, carbon requirements, and geopolitical risk all demand a deeper understanding of the full value chain. The conversation explores how product passports can help companies move from reactive problem-solving to proactive trade assurance, allowing importers to document, validate, and communicate product and supply chain information before goods arrive at the border. This episode matters because it highlights a major shift: trade compliance is no longer just a back-office function. It is becoming a strategic business capability that can reduce risk, improve speed to market, and create competitive advantage. Transcript source: Main Topic / Discussion The episode focuses on the rise of AI-enabled product passports and how they can help companies manage modern trade compliance challenges. Evan Smith explains how Altana’s technology maps value chain networks, supports regulatory attestations, and helps businesses better understand supplier relationships, origin data, forced labor risk, tariff exposure, USMCA qualification, and other trade requirements. A key theme is the shift from transaction-based compliance to network-based compliance. Instead of relying only on individual customs entries, companies are being encouraged to build a deeper, ongoing view of their products and supply chains. This allows trade teams to identify risk earlier, respond more effectively to government inquiries, and potentially gain trade facilitation benefits through pre-validation and stronger documentation. The discussion also emphasizes leadership’s role in elevating trade compliance across product design, sourcing, procurement, logistics, and overall business strategy. Key Takeaways • Customs authorities are increasingly focused on full supply chain and value chain visibility, not just entry-level transaction data. • Product passports can help importers proactively document product identity, supplier networks, origin details, and compliance evidence. • AI is not replacing trade professionals; it is giving them better tools to manage growing complexity. • Trade compliance should be involved earlier in business decisions, including design, sourcing, procurement, and logistics planning. • Companies that understand and manage their value chain networks can reduce risk, improve clearance outcomes, and create competitive advantage. • Leadership must provide trade teams with the authority, budget, tools, and organizational access needed to respond to today’s trade environment. Resources & Mentions • Global Training Center • Altana Credits Host: Lalo Solorzano – LinkedIn Andy Shiles – LinkedIn Guest(s): Evan Smith – LinkedIn Producer: Lalo Solorzano 📢 Subscribe & Follow Stay connected with the Simply Trade community and never miss an episode that helps you trade smarter. 🎧 Listen on: • Apple Podcasts • Spotify • YouTube 💬 Connect with us: • Simply Trade • Global Training Center • Trade Geeks Community Don’t forget to rate, review, and share with your fellow trade geeks! Want to be on the show or have topic suggestions? [email protected]

Host: Cindy Allen - Trade Force Multiplier Guest: Pete Mento, Baker Tilly Published: May 2026 Length: ~42 minutes Presented by: Global Training Center CAPE Audits, Broker Value, and the Real Cost of Recovery Cindy Allen sits down with Pete Mento of Baker Tilly for an unfiltered conversation about CAPE refunds, audits, broker fees, and what importers should really be thinking about as the refund process evolves. Pete shares why importers need to own the accuracy of their data, why audits matter before filing, and why the broker relationship is more important than ever when claims involve tariffs, offsets, and potential corrections. The episode also covers the value of customs brokerage, the debate over fee structures, and the impact of Amazon, reverse logistics, and broader market changes on the future of trade. What You’ll Learn in This Episode CAPE rollout and audit readiness Pete explains why the CAPE system has performed better than many expected and why importers should not assume the filing itself means the hard work is over. He emphasizes that the data behind the filing needs to be accurate before it is uploaded. Importer responsibility A major theme of the conversation is that the importer, not the broker, is ultimately responsible for the information in the entry. Pete and Cindy discuss why internal audits, review of stack orders, and entry-level diligence are essential before requesting a refund. What broker services are worth The episode digs into broker compensation, including the difference between commodity pricing and value-based service. Cindy and Pete discuss when fee structures feel fair, when they do not, and why brokers should be paid for real work and not treated as a free commodity. Software, AI, and audit tools Pete and Cindy also explore the role of software in auditing and why technology can help customs professionals focus on higher-value issues instead of repetitive checks. They compare the evolution of ABI to the current rise of AI and automation in trade. Amazon and the future of logistics The conversation closes with thoughts on Amazon, freight forwarding, and reverse logistics, including how major players are reshaping delivery, returns, and consumer expectations. It’s a forward-looking discussion about where trade and transportation may be headed next. Credits Host: Cindy Allen Guest: Pete Mento Presented by: Global Training Center Subscribe & Follow Stay up to date with the latest in global trade: 🎧 Spotify: https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq?utm_source=SimplyTradePodcast 🍎 Apple Podcasts: https://podcasts.apple.com/us/podcast/simply-trade/id1640329690?utm_source=SimplyTradePodcast ▶️ YouTube: https://www.youtube.com/@simplytradepod?utm_source=SimplyTradePodcast 🤝 Connect With Us   Global Training Center: https://www.linkedin.com/company/global-training-center?utm_source=SimplyTradePodcast 🎙️ Want to Be on the Show? Have insights on trade compliance, enforcement trends, or real-world execution? Reach out—we’d love to have you on.

In this episode of Simply Trade, host Lalo Solorzano is joined by Trudy Wilson, longtime Global Training Center instructor and trade compliance expert, for the first installment of what Lalo calls “Trudy’s Trade Tips.” This conversation focuses on a foundational topic that continues to create confusion across import and export teams: Incoterms 2020. Trudy breaks down why companies should not simply default to familiar terms like FOB or Ex Works, especially when containerized freight, export filing, loading responsibility, and risk exposure are involved. Key Takeaways Incoterms are voluntary, but they help buyers and sellers clearly define responsibility. There are 11 Incoterms, but most companies should focus primarily on the 7 “any mode” terms. FOB, CIF, CFR, and FAS are often misused when goods are moving in containers. “Ocean shipment” does not automatically mean one of the ocean-only terms applies. Ex Works may look simple for the seller, but it can create serious compliance and operational risk. Export filing, proof of export, loading responsibility, and product destination still matter. AI and automation can help, but trade professionals still need the foundation to validate results. Featured Discussion Trudy explains why the four sea and inland waterway terms should generally be reserved for goods that are “pumped or dumped” onto a vessel, such as oil, grain, minerals, or ore. For most containerized shipments, even when moving by ocean, companies should usually be evaluating the seven any-mode Incoterms instead. She also cautions against the casual use of Ex Works, reminding exporters that “easy” does not always mean low risk. Memorable Quote “If you don’t have the foundation right, you’re going to have issues with the tariffs anyway.” Hosts Lalo Solorzano Trudy Wilson About Simply Trade Simply Trade is a podcast by Global Training Center, created for trade compliance professionals, importers, exporters, customs brokers, and supply chain leaders who want practical conversations about global trade. 📢 Subscribe & Follow Stay connected with the Simply Trade community and never miss an episode that helps you trade smarter. 🎧 Listen on: Apple Podcasts Spotify YouTube 💬 Connect with us: Simply Trade on LinkedIn Global Training Center on LinkedIn Trade Geeks Community

Host: Annik Sobing Guest: Eric Johnson - Journal of Commerce Published: May 2026 Length: ~34 minutes Presented by: Global Training Center AI, Trade Reporting, and Why the Industry Is Changing Faster Than Ever Annik Sobing sits down with Eric Johnson of the Journal of Commerce for a wide-ranging conversation about trade media, logistics, technology, and the growing influence of AI across the industry. Eric shares how his reporting career led him from newspapers and ports coverage into trade journalism, why global experience sharpened his perspective, and how the pace of change has accelerated as the industry becomes more connected and more technical. The discussion also explores TPM, how conferences are evolving, and why smart technology still depends on smart people. What You’ll Learn in This Episode Eric’s background Eric shares how he moved from sports journalism into trade reporting after covering the ports of Los Angeles and Long Beach. He explains how travel, international exposure, and a love of writing shaped the career path that brought him to the Journal of Commerce. How trade reporting works Eric explains that trade journalism is built on conversations, sources, and a wide horizontal view of the industry. He discusses how reporters learn from brokers, forwarders, shippers, carriers, and consultants to build a clearer picture of what is happening across the supply chain. The impact of culture and perspective The conversation explores how working and traveling abroad changed Eric’s writing style and made him more sensitive to different communication styles, especially when covering people across regions and languages. He talks about the importance of being accurate, fair, and empathetic in reporting. How the industry has changed Eric reflects on how the core work in logistics and trade has stayed mostly the same, even as technology, internet access, and media coverage have transformed the way information moves. He argues that AI is speeding up the pace of change, but not replacing the underlying work itself. TPM and the future of events The episode also covers TPM’s evolution from a shipping-focused conference into a broader industry gathering shaped by technology, geopolitics, and operational complexity. Eric explains why TPM still matters most as a place where people meet face-to-face to solve real business problems. AI, investment, and resilience Annik and Eric also discuss how different types of companies should think about investing in technology. Eric notes that asset-light companies, asset-heavy companies, and shippers all face different incentives and risk levels when deciding how aggressively to adopt AI and other tools. Credits Host: Annik Sobing Guest: Eric Johnson Presented by: Global Training Center Subscribe & Follow Stay up to date with the latest in global trade: 🎧 Spotify: https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq?utm_source=SimplyTradePodcast 🍎 Apple Podcasts: https://podcasts.apple.com/us/podcast/simply-trade/id1640329690?utm_source=SimplyTradePodcast ▶️ YouTube: https://www.youtube.com/@simplytradepod?utm_source=SimplyTradePodcast 🤝 Connect With Us   Global Training Center: https://www.linkedin.com/company/global-training-center?utm_source=SimplyTradePodcast 🎙️ Want to Be on the Show? Have insights on trade compliance, enforcement trends, or real-world execution? Reach out—we’d love to have you on.

Host: Cindy Allen Published: May 2026 Length: ~12 minutes Presented by: Global Training Center Trade Complexity, CAPE Rejections, and Why “Happiness” Fits the Moment In this episode of Simply Trade: Cindy’s Version, Cindy Allen steps back from the usual CAPE-only focus to look at the broader trade landscape, from AGOA comments and EU sanctions to OFAC changes, DOJ enforcement, and shipping developments at the FMC. She also discusses the latest CAPE refund updates, including rejection rates, sequencing issues, and the practical steps importers need to take if their entries were filed before guidance was finalized. Using Taylor Swift’s “Happiness” as her theme, Cindy reflects on the complexity of the current trade environment and why both frustration and optimism can exist at the same time. What You’ll Learn in This Episode AGOA and global policy updates Cindy highlights the USTR’s request for comments on AGOA and notes the upcoming expiration deadline at the end of the year. She also touches on revised EU sanctions against Russia and changes in OFAC contracting for sanctioned entities in oil and gas. DOJ enforcement and supply chain risk The conversation covers the DOJ’s plywood fraud case and the importance of supply chain diligence, willful blindness, and origin tracing. Cindy emphasizes that buyers need to know who they are dealing with and where goods actually come from. Shipping and market pressure Cindy discusses the FMC’s record award involving OOCL and Bed Bath & Beyond, as well as the continuing Strait of Hormuz blockage and its impact on oil, gas, and jet fuel availability. These developments show how trade, shipping, and geopolitics are all connected. CAPE refund complexity The biggest portion of the episode focuses on CAPE refund rejections, especially “unable to calculate duty” and sequencing errors. Cindy explains why importers should work closely with their brokers, review PSCs where necessary, and understand how ACE reports and tariff timing affect eligibility. The meaning of “Happiness” Cindy uses Taylor Swift’s “Happiness” to reflect the emotional complexity of trade right now. She notes that the industry is experiencing both frustration and opportunity, and that there may be happiness after this difficult season as trade professionals continue to play a bigger role. Credits Host: Cindy Allen Presented by: Global Training Center   Subscribe & Follow Stay up to date with the latest in global trade: 🎧 Spotify: https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq?utm_source=SimplyTradePodcast 🍎 Apple Podcasts: https://podcasts.apple.com/us/podcast/simply-trade/id1640329690?utm_source=SimplyTradePodcast ▶️ YouTube: https://www.youtube.com/@simplytradepod?utm_source=SimplyTradePodcast 🤝 Connect With Us   Global Training Center: https://www.linkedin.com/company/global-training-center?utm_source=SimplyTradePodcast 🎙️ Want to Be on the Show? Have insights on trade compliance, enforcement trends, or real-world execution? Reach out—we’d love to have you on.

🎧 Hosts Andy Shiles Lalo Solorzano 🎤 Guest Bonnie Kersch, Founder of Magnolia Global Trade Solutions 📅 Published Date April 30, 2026 ⏱️ Episode Length ~37 minutes 📝 Episode Summary IEEPA duty refunds are creating a major opportunity—but only for companies that know how to navigate CAPE (Consolidated Administration and Processing of Entries) correctly. In this episode of Simply Trade, Andy and Lalo sit down with Bonnie Kersch to break down what CAPE actually means in practice and how importers should be preparing to take advantage of potential refunds. This isn’t theoretical. The conversation focuses on: What CAPE is designed to do How it applies in the context of IEEPA refunds What importers need to have in place before taking action With guidance tied directly to CBP’s latest direction—including the U.S. Customs and Border Protection IEEPA refund guidance—this episode helps translate policy into real-world execution. 🔑 Key Topics Discussed What CAPE (Consolidated Administration and Processing of Entries) actually is How CAPE connects to IEEPA duty refund opportunities Why many companies may not be ready to take advantage of refunds The importance of having accurate entry data and documentation Operational challenges in identifying eligible entries The role of internal processes vs. external partners (brokers, systems) What importers should be doing now to prepare 🧭 CAPE in Practice (From the Episode) 1. Understand What CAPE Is—and Isn’t CAPE is not just a filing mechanism—it’s a structured way to manage and process entries in a consolidated manner. 👉 Misunderstanding this leads to missed opportunities or incorrect filings. 2. Identify Potentially Impacted Entries To take advantage of IEEPA refunds, companies need visibility into: Historical entries Duty payments Relevant classifications and applicability 👉 If your data is fragmented, this becomes a major barrier. 3. Validate Eligibility for Refunds Not every entry will qualify. This step requires: Careful review of CBP guidance Alignment with IEEPA applicability Internal validation before submission 📌 Reference: IEEPA Duty Refund Guidance https://www.cbp.gov/trade/programs-administration/trade-remedies/ieepa-duty-refunds 4. Coordinate Across Teams and Partners CAPE execution isn’t done in isolation. It requires coordination between: Trade compliance teams Brokers Finance Internal data owners 👉 Misalignment here can delay or derail the process. 5. Ensure Documentation & Audit Readiness Any refund request will need to stand up to scrutiny. 👉 This means having: Clear records Supporting documentation A defensible position 💡 Key Takeaways CAPE is an operational process—not just a concept Execution is what determines success. Data visibility is critical If you can’t easily access and analyze your entry data, you’re already behind. IEEPA refunds present real opportunity—but also risk Companies need to be deliberate, not reactive. Preparation matters now Waiting until deadlines or enforcement increases will limit your options. 🚨 Why This Episode Matters IEEPA-related refund opportunities are time-sensitive and complex. Companies that: Don’t understand CAPE Don’t have their data organized Or rely solely on third parties 👉 may miss out entirely—or expose themselves to compliance risk. This episode gives a practical lens on what needs to happen next. 🔗 Resources & Mentions U.S. Customs and Border Protection IEEPA Refund Guidance: https://www.cbp.gov/trade/programs-administration/trade-remedies/ieepa-duty-refunds Magnolia Global Trade Solutions 👏 Credits Hosts: Andy Shiles & Lalo Solorzano Guest: Bonnie Kersch Produced by Global Training Center 🔔 Subscribe & Follow Stay up to date with the latest in global trade: 🎧 Spotify: https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq?utm_source=SimplyTradePodcast 🍎 Apple Podcasts: https://podcasts.apple.com/us/podcast/simply-trade/id1640329690?utm_source=SimplyTradePodcast ▶️ YouTube: https://www.youtube.com/@simplytradepod?utm_source=SimplyTradePodcast 🤝 Connect With Us   Global Training Center: https://www.linkedin.com/company/global-training-center?utm_source=SimplyTradePodcast 🎙️ Want to Be on the Show? Have insights on trade compliance, enforcement trends, or real-world execution? Reach out—we’d love to have you on.

Hosts: Renee Chiuchiarelli & Julie Parks Series: Tactical vs. Strategic (Series 7) Episode: Episode 5 – Demonstrating Strategic Value Length: ~15 minutes 🎧 Episode Summary In this final episode of the Tactical vs. Strategic series, Renee and Julie focus on one of the most critical (and often overlooked) skills in trade leadership: 👉 Showing the value of strategic trade Because here’s the reality—many trade teams are already doing strategic work… they’re just not showing it in a way leadership understands. This episode breaks down how to shift from reporting activity (what you did) to demonstrating impact (what changed because of you). From metrics to messaging, this is your guide to making trade visible, measurable, and tied directly to business outcomes. 🔑 Key Topics Covered Why strategic work often goes unseen The difference between activity metrics vs. impact metrics How to translate trade work into business value Structuring executive-ready dashboards and presentations Connecting trade decisions to financial outcomes Building visibility through communication and reporting 📊 Activity vs. Impact Metrics Activity Metrics (Tactical): Entries filed Classifications completed Trainings delivered Impact Metrics (Strategic): Duty savings achieved FTA utilization rates Error rate reduction Cycle time improvements Audit outcomes Reduction in manual work 💡 Executives don’t just want to know what you did— they want to know what changed because of it 🧠 Key Takeaways Strategic work only matters if it’s visible to leadership Trade must be: Operational Measurable Defensible Show trends, not just totals: Volume increases Regulatory complexity Resource constraints Keep executive reporting: Simple Visual On one slide Always include: Goal lines Status indicators (🟢🟡🔴) Back up your metrics with clear methodology (especially early on) 💡 How to Communicate Strategic Value Tie trade activity to: Landed cost reduction Risk avoidance Compliance improvements Show how trade influences: Sourcing decisions Supply chain design Tariff strategy Market expansion Move trade from: 👉 Gatekeeper → Strategic Advisor 📈 Ways to Increase Visibility Quarterly operations reviews Trade dashboards with key metrics Executive briefings on regulatory changes Participation in sourcing & supply chain strategy Sharing “wins” (a.k.a. unicorn projects 🦄) 💡 If you’re not communicating your value— it’s not being seen 🚀 FIO (Figure It Out) – Call to Action Pick one metric leadership cares about right now: Cost savings Risk reduction Duty avoidance 👉 Start reporting on it consistently Whether it’s: A dashboard A newsletter A leadership update The goal is simple: Shift perception from tactical support → strategic value creation 💬 Join the Conversation Head over to the Trade Geeks Community and tell us: What metric did you choose? How are you reporting it? Are you starting to see a shift in perception? 🎙️ Credits Hosts: Renee Chiuchiarelli → https://www.linkedin.com/in/renee-chiuchiarelli-lcb-ccs-8964a19/?utm_source=SimplyTradePodcast Julie Parks → https://www.linkedin.com/in/julie-ann-parks/?utm_source=SimplyTradePodcast Producer: Lalo Solorzano → https://www.linkedin.com/in/lalosolorzano/?utm_source=SimplyTradePodcast 🎧 Subscribe & Follow New TIPS episodes every Tuesday. Presented by: Global Training Center — education, consulting, workshops & compliance resources for trade professionals 👉 https://www.globaltrainingcenter.com/?utm_source=SimplyTradePodcast Connect With Us: Simply Trade Podcast on LinkedIn Global Training Center on LinkedIn YouTube → https://www.youtube.com/@SimplyTradePod?utm_source=SimplyTradePodcast Spotify → https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq?utm_source=SimplyTradePodcast Apple Podcasts → https://podcasts.apple.com/us/podcast/simply-trade/id1640329690?utm_source=SimplyTradePodcast Trade Geeks Community → https://www.globaltrainingcenter.com/portal/?utm_source=SimplyTradePodcast 💬 Don’t forget to rate, review & share with your fellow trade geeks! ✉️ Want to Be on the Show or Have Topic Suggestions? 📧 [email protected] 🐦 Twitter/X: @SimplyTradePod

Host: Annik Sobing Guest: Cindy DeLeon, Founder and Managing Director, DeLeon Trade Published: April 2026 Length: ~20 minutes Presented by: Global Training Center CAPE Refunds, ACE Challenges, and What Importers Need to Know Now Annik Sobing sits down with Cindy De Leon, founder and managing director of De Leon Trade, for a practical conversation about CAPE refunds and the early rollout of CBP’s new process. Cindy breaks down what importers need to know about phase one eligibility, validation rules, common filing issues, and why clean data and strong internal controls matter. The conversation also covers account deactivations, error messages, broker communication, and what importers should monitor after submission so they do not miss key deadlines. What You’ll Learn in This Episode CAPE basics Cindy explains what CAPE is, who can use it, and which entry types are currently eligible in phase one. She also walks through how the portal works and why it is not as simple as a standard online refund process. Common filing issues The discussion covers some of the most frequent challenges users are facing, including account deactivations, validation errors, and system messages that prevent entries from being processed. Cindy shares practical advice on working through those issues and when to refile. Internal controls and data quality Cindy stresses the importance of strong internal controls, clean ACE data, and regular audits before submitting a CAPE request. She also explains why companies with inconsistent entry data may need to correct issues before they can move forward. Broker and importer communication The episode highlights why importers need to know whether their broker is filing on their behalf and where refund money will be routed. Cindy also touches on situations where brokers may have advanced duties and why clear communication is essential. Deadlines still matter One of the biggest reminders from the conversation is that filing a CAPE refund request does not stop liquidation or protest deadlines. Cindy encourages importers to keep monitoring the “biological clock” of their entries and consult legal counsel when needed. Credits Host: Annik Sobing Guest: Cindy De Leon Presented by: Global Training Center Resources & Mentions • Global Training Center • Trade Force Multiplier Credits Host: • Cindy Allen – LinkedIn • Trade Force Multiplier Producer: • Lalo Solorzano – LinkedIn Subscribe & Follow New episodes every Friday. Presented by Global Training Center • Simply Trade Podcast on LinkedIn • Global Training Center on LinkedIn • YouTube • Spotify • Apple Podcasts • Trade Geeks Community

Host: Cindy Allen Published: April 24, 2026 Length: ~15 minutes Presented by: Global Training Center Summary In this week’s episode of Simply Trade: Cindy’s Version, Cindy Allen covers a relatively quiet week in global trade—highlighted by one major development: the successful launch of CBP’s CAPE system for IEEPA duty refunds. After months of uncertainty, CAPE is now live—and early feedback from the trade community has been overwhelmingly positive. Importers are already seeing duties removed at the entry level and refund amounts becoming visible, marking a significant milestone in the post-IEEPA landscape. Cindy also touches on ongoing geopolitical risks in the Strait of Hormuz, new developments in Section 232 and 301 actions, and important updates impacting the automotive and pharmaceutical sectors. Inspired by Taylor Swift’s King of My Heart, Cindy reflects on whether CAPE might finally be the solution the trade community has been waiting for. This Week in Trade • Continued disruption risks in the Strait of Hormuz, impacting global shipping and energy markets • Accelerated movement on Section 232 and 301 investigations • New tariff relief for steel and aluminum imports from Canada and Mexico used in U.S. automotive production • Ongoing developments in pharmaceutical tariffs, including compliance challenges for importers • Industry feedback submitted on electronic export manifest requirements for ocean shipments CAPE Launch: A Strong Start CBP officially launched CAPE on April 20, and early results are promising: • System launched on time and without major disruption • Filing requires only entry numbers • Importers are already seeing IEEPA duties removed at the line level • Refund amounts are becoming visible and trackable While some minor issues have surfaced—particularly around capped duty scenarios and prior filing instructions—the overall rollout has been widely viewed as a success. What This Means for Trade • CAPE is delivering on expectations—at least in its initial phase • Importers and brokers can begin actively recovering duties • Some entries may still require post-summary corrections before filing • The system’s simplicity is enabling broader participation across the trade community Cindy notes that while not perfect, this is one of the most effective system rollouts seen in recent trade operations. Key Takeaways • CAPE is live—and working • Early feedback suggests a smooth and effective rollout • Trade professionals should begin evaluating filing strategies • Broader trade enforcement activity continues to accelerate Resources & Mentions • Global Training Center • Trade Force Multiplier Credits Host: • Cindy Allen – LinkedIn • Trade Force Multiplier Producer: • Lalo Solorzano – LinkedIn Subscribe & Follow New episodes every Friday. Presented by Global Training Center • Simply Trade Podcast on LinkedIn • Global Training Center on LinkedIn • YouTube • Spotify • Apple Podcasts • Trade Geeks Community

Host: Annik Sobing Guests: Federico “Kiko” Zuniga, Kim Campbell & Carlos Martinez Published: November 2025 Length: ~12 minutes Presented by: Global Training Center One Region, One Voice: Strengthening North American Trade Collaboration In this special Simply Trade Roundup episode recorded live at the NCBFAA conference in San Antonio, host Annik Sobing sits down with leaders from the North American Customs Brokers Alliance (NACBA): Federico “Kiko” Zuniga (Chair), Kim Campbell (Treasurer, Canada), and Carlos Martinez (Co-Chair, Mexico). Together, they discuss the importance of collaboration between customs brokers across the United States, Canada, and Mexico — and how a unified industry voice helps shape more efficient and effective border processes. The conversation highlights NACBA’s role in addressing trade barriers, educating the industry, and working directly with all three governments to improve cross-border trade. From the ongoing USMCA review to evolving customs regulations and real-world operational challenges, this episode underscores why North America must continue working together to remain a strong and competitive trade region. What You’ll Learn in This Episode What NACBA is and how it brings together customs brokers from the U.S., Canada, and Mexico. Why collaboration across North America is critical for seamless trade flows. How NACBA identifies trade barriers and works with governments to resolve them. The current challenges surrounding the USMCA review process. Key regulatory and operational challenges in Canada (CARM) and Mexico (customs reform). How education and industry resources help importers better understand cross-border trade. Key Takeaways A unified voice across North America is more powerful than individual country advocacy. Trade in the region goes beyond economics — it also impacts security and long-term stability. The USMCA review process is a critical moment that will shape the future of regional trade. Importers often underestimate compliance requirements, especially under USMCA qualification rules. Strong collaboration between brokers and governments leads to more practical and effective trade solutions. Resources & Mentions North American Customs Brokers Alliance (via NCBFAA resources) NCBFAA — https://www.ncbfaa.org/?utm_source=SimplyTradePodcast CAAAREM — https://www.caaarem.mx/?utm_source=SimplyTradePodcast USMCA — https://ustr.gov/trade-agreements/free-trade-agreements/united-states-mexico-canada-agreement?utm_source=SimplyTradePodcast Global Training Center — https://www.globaltrainingcenter.com/?utm_source=SimplyTradePodcast Credits Host: Annik Sobing — https://www.linkedin.com/in/annik-sobing-mba-b226251a2/ Guests: Federico “Kiko” Zuniga — https://www.linkedin.com/in/kiko-zuniga-2570086/ Kim Campbell — https://www.linkedin.com/in/kim-campbell-ca/ Carlos Martinez — (CAAAREM, Mexico) Producer: Lalo Solorzano — https://www.linkedin.com/in/lalosolorzano/ Subscribe & Follow New Roundup episodes every week. Presented by: Global Training Center — https://www.globaltrainingcenter.com/?utm_source=SimplyTradePodcast Connect with us: Simply Trade Podcast on LinkedIn — https://www.linkedin.com/showcase/82507159/?utm_source=SimplyTradePodcast Global Training Center on LinkedIn — https://www.linkedin.com/company/global-training-center/?utm_source=SimplyTradePodcast YouTube — https://www.youtube.com/@SimplyTradePod?utm_source=SimplyTradePodcast Spotify — https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq?utm_source=SimplyTradePodcast Apple Podcasts — https://podcasts.apple.com/us/podcast/simply-trade/id1640329690?utm_source=SimplyTradePodcast Trade Geeks Community — https://www.globaltrainingcenter.com/portal/?utm_source=SimplyTradePodcast Don’t forget to rate, review, and share with your fellow trade geeks! Want to be on the show or have topic suggestions? [email protected] or DM @SimplyTradePod on Twitter/X

Hosts Renee Chiuchiarelli Julie Parks Episode Length ~10 minutes Episode Summary In this episode of Simply Trade Tips: Hammer & Heels, Renee and Julie tackle one of the toughest realities in transforming trade organizations: 👉 What happens when the work evolves… but the team doesn’t? As part of the Tactical vs. Strategic series, this conversation dives into the human side of transformation—where automation, delegation, and new expectations shift the nature of work, but not everyone is ready (or willing) to shift with it. They break down how leaders should think about talent, coaching, and difficult decisions when building a more strategic trade function. Key Learnings 1. Moving to Strategic Work Is a People Change—Not Just a Process Change Automation, controls, and delegation don’t just change workflows—they change what’s expected from your team. 👉 Strategic work requires: Judgment Communication Influence 👉 Tactical work requires: Accuracy Speed As programs mature, the balance shifts—and your talent strategy must shift with it. 2. Not Everyone Wants Strategic Work (And That’s Okay) Some employees: Prefer predictable work Are uncomfortable with ambiguity Don’t want decision ownership Avoid stakeholder influence 👉 That’s not a flaw—it’s a fit question. The real leadership challenge is identifying: Is it a capability issue? A comfort issue? Or a willingness issue? 3. Old Habits Pull Teams Back Into Tactical Mode Even after transformation, teams may revert to: Manual problem-solving Email-based approvals Reworking broker tasks Hoarding work instead of delegating Why? Familiarity feels safer Fear of losing expertise or relevance Comfort with being “the expert” 👉 If you don’t actively break old habits, they will quietly take over again. 4. Coaching Comes Before Replacing Before making talent changes, leaders should: Clearly explain why roles are evolving Define new expectations with guardrails Teach what strategic thinking actually looks like Pair employees with mentors Build confidence through repetition and feedback 👉 Strategic capability doesn’t appear overnight—it’s built. 5. Give People Time to Grow Developing strategic thinkers requires: More time More coaching More interaction More iteration 👉 If every deadline is urgent, tactical work will always win. 6. When Change Doesn’t Happen Sometimes, coaching isn’t enough. Leaders have two options: Redesign the role toward tactical execution (if still needed) Replace the role with talent aligned to the strategic direction 👉 Organizations often change faster than people can. Key Takeaway 👉 Moving from tactical to strategic isn’t just about systems— it’s about having the right people, in the right roles, at the right time. 🎯 FIO (Figure It Out) – This Week’s Challenge Schedule intentional thinking time on your calendar. Because if your day is fully reactive: 👉 Tactical work will always win. Block time to: Think strategically Analyze Plan ahead Then start aligning your schedule with the leader you want to become. 💬 Join the Conversation Head over to the Trade Geeks community and tell us: Have you made the shift to strategic work—or is your team still stuck in tactical mode? Credits Hosts: Renee Chiuchiarelli – https://www.linkedin.com/in/renee-chiuchiarelli-lcb-ccs-8964a19/?utm_source=SimplyTradePodcast Julie Parks – https://www.linkedin.com/in/julie-ann-parks/?utm_source=SimplyTradePodcast Producer: Lalo Solorzano – https://www.linkedin.com/in/lalosolorzano/?utm_source=SimplyTradePodcast 🎧 Subscribe & Follow New TIPS episodes every Tuesday. Presented by: Global Training Center — education, consulting, workshops & compliance resources for trade professionals. 👉 https://www.globaltrainingcenter.com/?utm_source=SimplyTradePodcast Connect With Us Simply Trade Podcast on LinkedIn Global Training Center on LinkedIn YouTube — https://www.youtube.com/@SimplyTradePod?utm_source=SimplyTradePodcast Spotify — https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq?utm_source=SimplyTradePodcast Apple Podcasts — https://podcasts.apple.com/us/podcast/simply-trade/id1640329690?utm_source=SimplyTradePodcast Trade Geeks Community — https://www.globaltrainingcenter.com/portal/?utm_source=SimplyTradePodcast 💬 Don’t forget to rate, review & share with your fellow trade geeks! Want to Be on the Show or Have Topic Suggestions? 📧 [email protected] 🐦 Twitter/X: @SimplyTradePod

Host: Annik Sobing Guest: Omar Abuhashish, Co-Founder and CEO, Reform Published: April 2026 Length: ~21 minutes Presented by: Global Training Center Building Reform: Startup Lessons, Trade Tech, and the Future of Supply Chain Annik Sobing sits down with Omar Abuhashish, co-founder and CEO of Reform, live from the NCBFAA conference, for a conversation about entrepreneurship, innovation, and the path that led him into trade technology. Omar shares his journey from growing up in Jordan to studying engineering at NYU, working in startups, and eventually building Reform with a focus on solving complex problems in supply chain and trade. The discussion highlights the importance of curiosity, strong teams, trust, and persistence in building a company with lasting impact. What You’ll Learn in This Episode Omar’s background Omar reflects on his upbringing in Jordan, his move to the U.S., and his decision to study mechanical and aerospace engineering and computer science at NYU. He explains how a lifelong interest in building, problem-solving, and challenge helped shape his career path. Startup experience and leadership Before founding Reform, Omar worked in early-stage startups where he learned how small teams can shape a company’s direction and how product development grows from understanding real customer pain points. He shares how those experiences prepared him for the responsibilities of co-founding a company. How Reform got started Omar describes how he and his co-founder explored complex problems across industries before finding strong interest in supply chain and trade. After conducting extensive discovery conversations, they saw a clear opportunity to build technology for an industry with major operational challenges. Building the right team The conversation also focuses on hiring and team-building, including how Reform intentionally recruited trusted people from Omar’s network and pursued talent with relevant expertise. He emphasizes that strong teams and genuine relationships are central to the company’s growth. Early wins and future vision Omar discusses the first signs that Reform was solving a real problem, including landing an early customer who believed in both the product and the team. He also shares his vision for how Reform can change the way work gets done in supply chain and trade while keeping human relationships at the center. Why Listen Because this episode gives you a real look at how a young successful trade tech founder thinks, builds, and grows. Omar Abuhashish shares the story behind Reform, the lessons he learned from startups, and what it takes to turn complex industry problems into practical solutions. If you care about entrepreneurship, innovation, or the future of supply chain, this one is worth your time. Credits Host: Annik Sobing Guest: Omar Abuhashish Presented by: Global Training Center New episodes every Monday! Presented by Global Training Center Global Training Center on LinkedIn • YouTube • Spotify • Apple Podcasts • Trade Geeks Community

Hosts Renee Chiuchiarelli Julie Parks Episode Length ~12 minutes Episode Summary In this episode of Simply Trade Tips: Hammer & Heels, Renee and Julie tackle a challenge many trade professionals quietly struggle with—delegation. As part of the Tactical vs. Strategic series, this conversation gets real about why leaders often feel overwhelmed—and why it’s not always about workload. It’s about control. They break down how effective delegation isn’t about offloading tasks—it’s about building capacity, developing people, and stepping into true strategic leadership. If you’ve ever felt like everything still needs to go through you… this episode might hit a little close to home. Key Learnings 1. Delegation Isn’t About Doing Less—It’s About Leading Better Most leaders aren’t overloaded because of volume—they’re overloaded because they haven’t let go. Delegation allows you to elevate your focus from execution to strategy. 2. The Hidden Risk: You Might Be the Bottleneck If decisions, approvals, or progress consistently depend on you… 👉 You’re not just part of the system—you are the system constraint. 3. Why Leaders Struggle to Delegate Fear of errors (and being accountable for them) “It’s faster if I just do it” mindset Lack of documented processes Perceived skill gaps on the team Perfectionism disguised as compliance discipline 4. What NOT to Delegate To remain strategic, leaders must retain ownership of: Compliance framework accountability Risk tolerance decisions Escalations and enforcement responses Policy design Executive communication 5. What You SHOULD Delegate If it’s repeatable and teachable, it should leave your desk: Initial classification research Post-entry correction data gathering Broker communications and follow-ups First drafts of presentations Audit file assembly and routine reviews 6. Shift From Expert to Architect Strategic leadership requires a mindset shift: From solving problems → designing systems From doing the work → developing people From control → governance and trust Practical Delegation Framework When delegating, don’t just assign tasks—set your team up for success: Clarify the outcome – Define what “good” looks like Set guardrails – Establish risk tolerance and boundaries Define decision rights – What can they decide vs. escalate Use RACI alignment – Clarify roles and responsibilities Provide tools – SOPs, templates, prior examples Shift your role – Approve less, review smarter Signs You’re Stuck in Tactical Mode Every email needs your approval Your team waits before acting You’re reviewing work that could be controlled upstream You feel constantly reactive instead of proactive Key Takeaway 👉 Delegation isn’t losing control—it’s building capability and scaling your impact. 🎯 FIO (Figure It Out) – This Week’s Challenge Pick one task you regularly handle that could be delegated. Then: Add guardrails Define decision rights Assign it to your team 👉 The goal isn’t to do less—it’s to lead more strategically. 💬 Join the Conversation Head over to the Trade Geeks community and tell us: Have you tried delegating more intentionally? What changed? Credits Hosts: Renee Chiuchiarelli – https://www.linkedin.com/in/renee-chiuchiarelli-lcb-ccs-8964a19/?utm_source=SimplyTradePodcast Julie Parks – https://www.linkedin.com/in/julie-ann-parks/?utm_source=SimplyTradePodcast Producer: Lalo Solorzano – https://www.linkedin.com/in/lalosolorzano/?utm_source=SimplyTradePodcast 🎧 Subscribe & Follow New TIPS episodes every Tuesday. Presented by: Global Training Center — education, consulting, workshops & compliance resources for trade professionals. 👉 https://www.globaltrainingcenter.com/?utm_source=SimplyTradePodcast Connect With Us Simply Trade Podcast on LinkedIn Global Training Center on LinkedIn YouTube — https://www.youtube.com/@SimplyTradePod?utm_source=SimplyTradePodcast Spotify — https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq?utm_source=SimplyTradePodcast Apple Podcasts — https://podcasts.apple.com/us/podcast/simply-trade/id1640329690?utm_source=SimplyTradePodcast Trade Geeks Community — https://www.globaltrainingcenter.com/portal/?utm_source=SimplyTradePodcast 💬 Don’t forget to rate, review & share with your fellow trade geeks! Want to Be on the Show or Have Topic Suggestions? 📧 [email protected] 🐦 Twitter/X: @SimplyTradePod

Host: Cindy Allen Published: April 17, 2026 Length: ~15 minutes Presented by: Global Training Center Summary In this week’s episode of Simply Trade: Cindy’s Version, Cindy Allen walks through a pivotal moment for the trade community as CBP prepares to officially launch the CAPE process for IEEPA duty refunds. After weeks of uncertainty, the process is now defined—but key decisions still fall on importers and brokers, particularly around timing, post-summary corrections, and protest strategies. At the same time, global trade tensions continue to evolve, with developments involving China’s regulatory posture, ongoing geopolitical risks in the Strait of Hormuz, and continued uncertainty around U.S. trade policy. Inspired by Taylor Swift’s Clean, Cindy reflects on whether the industry is finally moving toward clarity after months of disruption—or simply entering a new phase of adjustment. This Week in Trade • No immediate movement on First Sale or Non-Resident Importer legislation • Continued legal and political challenges around tariff authority • China strengthens anti-foreign sanctions regulations • Ongoing uncertainty in the Strait of Hormuz impacting global shipping • Section 122 legal arguments raise questions about applicability in modern trade CAPE Launch: What You Need to Know CBP is set to roll out the CAPE process on April 20, allowing importers to begin submitting refund requests tied to IEEPA tariffs. • Filing will require only entry numbers via CSV upload • No current deadline—but high demand expected at launch • Process focuses on mechanics, not policy resolution However, key decisions remain: • Whether to file post-summary corrections before CAPE claims • How to handle entries between 80–180 days post-liquidation • Whether to file protests to preserve refund rights Open Questions for the Trade Community • How will broker systems reconcile updated ACE data? • How will CBP manage volume across 50+ million entries? • What happens to entries outside CAPE eligibility windows? • Will refunds be consistently applied across all scenarios? Cindy emphasizes that while the process is clearer, the strategy is not one-size-fits-all. Key Takeaways • CAPE is launching—but it’s only part of the solution • Importers must make strategic filing decisions now • Trade compliance is shifting from uncertainty to execution mode • Clarity is emerging—but complexity remains Resources & Mentions • Global Training Center • Trade Force Multiplier Credits Host: • Cindy Allen – LinkedIn • Trade Force Multiplier Producer: • Lalo Solorzano – LinkedIn Subscribe & Follow New episodes every Friday. Presented by Global Training Center • Simply Trade Podcast on LinkedIn • Global Training Center on LinkedIn • YouTube • Spotify • Apple Podcasts • Trade Geeks Community

🎧 Hosts Andy Shiles Lalo Solorzano 🎤 Guest Brian Glick, CEO of Chain.io 📅 Published Date April 16, 2026 ⏱️ Episode Length ~31 minutes 📝 Episode Summary What happens when your trade data is everywhere… and nowhere at the same time? In this episode of Simply Trade, Andy and Lalo sit down with Brian Glick, CEO of Chain.io, to unpack one of the biggest hidden challenges in global trade: data fragmentation. From managing dozens of brokers and freight forwarders to dealing with inconsistent data, missed red flags, and mounting compliance pressure—Brian explains why the real problem isn’t just systems… it’s visibility and control. The conversation dives into how modern tools (including AI) are helping companies: Connect disconnected systems Identify costly errors before they become violations Strengthen compliance in an increasingly unpredictable trade environment But this isn’t just a tech conversation. It’s a reality check. With shifting regulations, evolving enforcement, and increasing expectations from Customs, the message is clear: 👉 If you don’t control your data, you don’t control your risk. 🔑 Key Topics Discussed The “hidden problem” in global trade: moving and managing data Why companies struggle with multiple brokers, forwarders, and systems How data mapping used to work—and why it no longer scales The role of AI in identifying anomalies and compliance risks The difference between automation vs. decision-making in compliance Why Customs scrutiny and expectations are increasing The importance of maintaining “ground truth” data internally Risks of relying too heavily on third parties for critical compliance data Real-world examples of valuation mistakes and data inconsistencies Why discipline and strong compliance foundations still matter 💡 Key Takeaways Data is your foundation If you don’t own and understand your data, you can’t adapt when rules change. AI should support—not replace—human decision-making The safest use of AI today is reviewing and flagging issues, not making final compliance decisions. You can’t rely on “we’ve always done it this way” Trade is changing too fast. Old processes won’t hold up under new scrutiny. Compliance isn’t just about clearing shipments The real risk often shows up later—during audits and reviews. Discipline matters more than ever Shortcuts might solve today’s problem but create tomorrow’s penalty. 🚨 Why This Episode Matters Trade professionals are being asked to do more—with more data, more complexity, and less margin for error. This episode highlights a critical shift: 👉 From manual processes → to connected systems 👉 From reactive compliance → to proactive risk management If your organization is still relying on spreadsheets, disconnected systems, or third-party data without validation… this conversation is a wake-up call. 🔗 Resources & Mentions Chain.io  Concepts discussed: Data mapping SOP-driven compliance AI-assisted anomaly detection Customs audits & enforcement trends 👏 Credits Hosts: Andy Shiles & Lalo Solorzano Guest: Brian Glick Produced by Global Training Center Produced by: Global Training Center 📢 Subscribe & Follow Stay connected with the Simply Trade community and never miss an episode that helps you trade smarter. 🎧 Listen on: Apple Podcasts Spotify YouTube 💬 Connect with us: Simply Trade on LinkedIn Global Training Center on LinkedIn Trade Geeks Community

Host: Annik Sobing Show: Simply Trade Published: April 10, 2026 Length: ~18 minutes Presented by: Global Training Center Seven Things I’ve Learned About Trade: People, Politics, AI, and Finding Your Path In this solo episode, Annik Sobing steps away from the usual guest format to share a more personal look at what she’s learned after years of talking with trade professionals, attending conferences, and helping tell the stories behind international trade. She reflects on how trade touches everyday life, why curiosity matters, how politics and policy shape the industry, and why AI and technology are changing the future of the field—but won’t replace the human side of it. What You’ll Learn in This Episode Trade is about people Every package, delay, tariff, and policy decision has people behind it. Annik explains why the human side of trade is often overlooked, even though it affects everything from Amazon deliveries to imported goods on shelves. Trade never stands still Regulations, tariffs, geopolitics, and supply chains shift constantly, often overnight. She talks about how companies and consumers alike need to stay flexible and aware because the landscape can change faster than processes can be rewritten. Politics and trade are inseparable Trade policy is shaped by political decisions, leadership changes, and global tensions. Annik encourages listeners to focus on understanding the “why” behind decisions rather than getting stuck in the argument over sides. The power of questions Interviews and conversations have taught her that good questions open doors and help people share what really matters. She encourages listeners to ask the question anyway, even if they worry it might sound simple or awkward. Trade affects everyday life From higher prices on workout clothes to delays in tech products and groceries, trade has a direct impact on daily life. She connects the behind-the-scenes work in trade to the consumer experience most people see at the store or on their doorstep. AI is a tool, not a replacement Annik shares her perspective that AI is here to stay, but the human side of trade still matters. Technology can support the work, but it doesn’t replace judgment, energy, relationships, or creativity. Advice for newcomers Stay flexible, keep networking, and don’t be afraid to ask questions. She encourages people to find what excites them within trade, whether that’s compliance, sustainability, fashion imports, or technology. A More Personal Episode This episode is more reflective and personal than usual, with Annik sharing how she sees her role in trade, why she enjoys the creative side of podcasting, and how the industry has changed her perspective. She also gives a shoutout to listeners who reached out on LinkedIn and says she’ll be answering some of their questions in future episodes. New episodes every Monday! Presented by Global Training Center • Global Training Center on LinkedIn • YouTube • Spotify • Apple Podcasts • Trade Geeks Community        

Host: Cindy Allen Show: Simply Trade – Cindy’s Version Published: April 9, 2026 Length: ~16 minutes Presented by: Global Training Center The Story of Us: Tariff Changes, CAPE Confusion, and the Trade Community Waiting for Answers Cindy Allen returns with a wide-ranging trade update set to Taylor Swift’s “The Story of Us,” using the song’s theme of miscommunication to frame the current disconnect between CBP, the courts, and the trade community. From a new DHS funding update and fresh uncertainty around tariffs and valuation to the evolving CAPE refund process and the latest questions around customs business, this episode captures a moment where the trade world is working hard to keep up with fast-moving policy changes. What You’ll Learn in This Episode DHS and trade funding DHS remains largely unfunded, although TSA funding has now passed and some CBP officers remain funded under prior legislation. Many trade-related staff are still working without pay, and the shutdown pressure has now stretched beyond a month. Last sale and valuation debate Congress is still considering the last sale bill, which could eliminate last sale as a valuation method. Cindy explains that last sale has long been treated as part of the broader transaction value framework and is supported by court history, but Congress can still change the law if it chooses. White House tariff threats The White House floated 50% duties on countries that sell weapons to Iran, though Cindy questions what legal authority could support that now that IEEPA has been ruled unlawful. For China, the government could potentially revise Section 301 tariffs, but for other countries, the implementation path is unclear. Forced labor enforcement The Labor Department announced a new tool for assessing foreign forced labor practices, but details were sparse. Cindy notes that CBP already has a strong forced labor framework and suggests the Labor Department may be stepping into a larger detection/enforcement role. WTO criticism from USTR U.S. Trade Representative Jameson Greer published an op-ed criticizing the World Trade Organization, signaling frustration with its current effectiveness and casting doubt on the U.S. role going forward. Cindy highlights this as another sign that global trade institutions may be under pressure to prove relevance. 232 updates now in effect The recent steel and aluminum 232 changes took effect on April 6. Cindy notes that the system seems to be running smoothly, with de minimis treatment for some shipments under 15%, reduced or removed tariff coverage for certain HDS annex items, and new component-level classifications that reduce ambiguity even if the tariff burden remains high. CBP also released guidance on April 3, which importers subject to 232 should review carefully. USMCA remains strained USMCA negotiations continue, but Cindy says they are tense and may not conclude by the July 1 deadline. Despite frustration and mixed positions among the three governments, she notes the agreement still matters for North American production and U.S. manufacturing support. Customs business ruling and trade tech A recent customs business ruling has created concern among AI and trade tech companies, especially around whether certain activities now require a licensed customs broker. Cindy explains that the issue muddies the water for brokers, tech providers, and importers alike and will likely require clarification from CBP. ACE portal account requirement CBP has rolled out a new ACE portal account application process. Importers seeking refunds now need an ACE Portal account, and Cindy recommends checking CBP’s site or speaking with a broker to understand the new application process. Strait of Hormuz and market impact The war with Iran is paused for two weeks, but a reported $2 million vessel toll for safe passage through the Strait of Hormuz is raising alarms. Cindy also points to Bloomberg reporting that some Asian factories are seeing 55% price increases on plastics, showing how oil transit issues ripple into fertilizers, plastics, diesel, and broader market volatility. CAPE and “The Story of Us” Cindy says she chose “The Story of Us” because the song reflects the miscommunication and silence she sees between CBP, the courts, and the trade community. The CAPE process is still being built, and while CBP has filed detailed updates with the court, the real uncertainty is how the court will interpret those filings and what rules will ultimately apply to importers. The biggest unresolved questions remain whether finally liquidated entries will be included, whether protests or court actions will be required, and how refund filings will ultimately work. Cindy notes that the lead case changed from Artemis to a new test case after Artemis withdrew, meaning the court started over with new orders and the process remains in motion. Subscribe & Follow New episodes every Friday. Presented by Global Training Center • Global Training Center on LinkedIn • YouTube • Spotify • Apple Podcasts • Trade Geeks Community

Importing isn’t as simple as buying a product overseas and having it show up at your door. In this episode of Simply Trade, Lalo Solorzano and Andy Shiles break down three of the most common (and costly) assumptions business owners make about importing—and how those mistakes can quietly erode margins, create compliance risk, and lead to serious problems with U.S. Customs. If you’re importing—or thinking about it—this is a must-listen. 📌 What You’ll Learn Why your supplier is not responsible for your compliance How duty rates have shifted from predictable to volatile The real role of a customs broker (and what they don’t own) Why bad data = compliant filings… that are still wrong How small mistakes can turn into costly enforcement issues 🔑 Key Takeaways 1. Your Supplier Does NOT Handle Everything Many importers assume their overseas supplier manages the process. Reality: The supplier’s priority is getting paid You are the Importer of Record You are accountable to U.S. Customs and Border Protection If documentation is wrong—valuation, country of origin, product description—you own the consequences. “Your supplier may ship the goods—but you own the risk.” 2. Duties Are No Longer Predictable What used to be a stable, forecastable cost is now a moving target. Tariffs and trade policies change rapidly Sourcing decisions directly impact duty exposure Long purchasing cycles increase risk “Duty used to be a line item. Now it’s a variable you have to actively manage.” 3. Compliance Is NOT Your Broker’s Job Hiring a broker does not transfer liability. Brokers file based on the data you provide They facilitate compliance—but don’t own it Incorrect data = correctly filed… but still wrong “Customs holds the importer accountable—not the broker.” ⚠️ Real-World Risk Even when no one is trying to cut corners: Miscommunication with suppliers Last-minute product changes Incorrect documentation …can result in: Shipment delays Exams or holds Seizures Long-term compliance issues 🧠 The Bigger Insight All three mistakes come down to one thing: 👉 Misunderstanding responsibility Importing is not passive. The companies that succeed: Maintain internal oversight Understand classification and documentation Treat trade as a controlled process—not a transaction 🎯 Who This Episode Is For Business owners importing goods E-commerce sellers sourcing overseas Small to mid-size importers Anyone new to international trade 📣 Mentioned in This Episode National Customs Brokers & Forwarders Association of America (NCBFAA Conference) U.S. Customs and Border Protection Credits Hosts: Lalo Solorzano Andy Shiles Produced by: Global Training Center 📢 Subscribe & Follow Stay connected with the Simply Trade community and never miss an episode that helps you trade smarter. 🎧 Listen on: Apple Podcasts Spotify YouTube 💬 Connect with us: Simply Trade on LinkedIn Global Training Center on LinkedIn Trade Geeks Community

Hosts Renee Chiuchiarelli Julie Parks Published April 2026 Episode Length ~10 minutes 🎯 Episode Summary In this episode of Simply Trade Tips: Hammer & Heels, Renee and Julie continue their Tactical vs. Strategic series by focusing on the how. If the last episode defined the difference… this one answers the real question: 👉 How do you actually build a more strategic, mature trade organization? From stabilizing operations to introducing KPIs and redefining roles, this episode lays out a practical roadmap for evolving beyond reactive, tactical work into a proactive, value-driving function. 🔑 Key Takeaways 1. Start with a Clear End-State Vision Before making changes, define: Your problem statement (e.g., too much manual work, rework, delays) Your future state (automation, efficiency, reduced firefighting) 👉 Clarity drives alignment. 2. Stabilize Your Operations First You can’t build strategy on chaos. Focus on: Clean master data Classification governance Standard broker instructions Documented SOPs (and keep them updated!) Controls to prevent repeat errors 3. Eliminate Manual Work (Quick Wins Matter) Look for opportunities to: Automate screening and validation checks Replace email approvals with system controls Implement exception-based workflows 💡 Small wins create momentum—and buy-in. 4. Define Roles with a RACI Framework Separate tactical vs. strategic responsibilities: Shift transactional work to: Brokers Shared services Create roles focused on: Analytics Optimization Strategy 👉 Not everything belongs in trade. Know your boundaries. 5. Introduce Metrics That Show Value Move beyond activity tracking to impact measurement: Duty savings & cost avoidance Free Trade Agreement utilization (e.g., USMCA) Error rate reduction (first-time accuracy) Cycle time improvements Audit readiness / risk metrics 📊 Measure over time—this is where transformation becomes visible. 6. Think Like a Strategic Leader Strategic trade leaders: Remove roadblocks Translate regulations into business decisions Speak in financial and operational impact Influence sourcing and supply chain early Build dashboards (not just spreadsheets) Design compliance into systems 👉 This is where trade becomes a business driver—not just a function. 7. Use Quick Wins to Drive Change Examples: Eliminate recurring manual tasks Reassign non-trade work (like track & trace) Implement broker scorecards Pilot automation or controls 🎉 And don’t forget to celebrate progress. 💡 FIO (Figure It Out) – This Week’s Challenge Take a step back and assess your organization: List the tasks your team performs Survey how much time is spent on each Identify: % of time spent on tactical vs. strategic work Time spent during shipment vs. pre/post (the “bookends”) 👉 This exercise will reveal your true maturity level—and where to focus next. 💬 Join the Conversation How much of your team’s time is spent firefighting vs. driving strategy? Have you tried a time study or implemented KPIs that changed your organization? 👉 Join the discussion in the Trade Geeks Community and share your FIO! Credits Hosts: Renee Chiuchiarelli https://www.linkedin.com/in/renee-chiuchiarelli-lcb-ccs-8964a19/?utm_source=SimplyTradePodcast Julie Parks https://www.linkedin.com/in/julie-ann-parks/?utm_source=SimplyTradePodcast Producer: Lalo Solorzano https://www.linkedin.com/in/lalosolorzano/?utm_source=SimplyTradePodcast 🎧 Subscribe & Follow New TIPS episodes every Tuesday. Presented by: Global Training Center — education, consulting, workshops & compliance resources for trade professionals. 👉 https://www.globaltrainingcenter.com/?utm_source=SimplyTradePodcast Connect With Us Simply Trade Podcast on LinkedIn Global Training Center on LinkedIn YouTube — https://www.youtube.com/@SimplyTradePod?utm_source=SimplyTradePodcast Spotify — https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq?utm_source=SimplyTradePodcast Apple Podcasts — https://podcasts.apple.com/us/podcast/simply-trade/id1640329690?utm_source=SimplyTradePodcast Trade Geeks Community — https://www.globaltrainingcenter.com/portal/?utm_source=SimplyTradePodcast 💬 Don’t forget to rate, review & share with your fellow trade geeks! Want to Be on the Show or Have Topic Suggestions? 📧 [email protected] 🐦 Twitter/X: @SimplyTradePod  

Host: Annik Sobing Guest: Benita Lee, Certified Customs Specialist (U.S. and Canada) Published: April 2026 Length: ~20 minutes Presented by: Global Training Center ICPA After the Conference: Building Community, Sharing Ideas, and Preparing for What’s Next In this post-ICPA conversation, Annik sits down with Benita Lee, an independent consultant and trade compliance strategist, to reflect on the energy, diversity, and value of the ICPA San Antonio conference and why this community continues to matter for trade professionals across import, export, supply chain, and government relations. Together, they talk about how the conference brings together practitioners, legal experts, tech leaders, students, and even investors to share real-world perspectives on tariffs, refunds, AI, and the changing trade landscape. What You’ll Learn in This Episode Why ICPA matters ICPA is more than a conference—it’s a place where trade professionals connect, learn, and build a stronger community. Benita and Annik talk about how the event helps break the isolation many people feel in customs and compliance roles. The San Antonio conference experience This year’s conference was described as the largest and most diverse yet, with strong attendance, active booth traffic, and meaningful conversation across tracks. Attendees included legal counsel, compliance professionals, Big Four alumni, tech-minded practitioners, and newer voices entering the industry. AI and practical use cases A key conference theme was AI in trade compliance, with sessions focused on practical use cases instead of fear-based “replacement” talk. Benita highlights the value of these sessions in showing how AI can support existing work, not eliminate the need for expertise. Student engagement and career development The conference welcomed students and scholarship recipients, reinforcing ICPA’s role in helping the next generation find mentors and learn the trade path. Benita points to sessions like “Advancing Your Career” with Laila Landis as must-see content for both students and experienced professionals. Canada conference perspective The upcoming ICPA Canada conference in June is a different lens on trade, especially given Canada’s export relationship with the U.S. and the current political tension. Benita explains why Canadian practitioners benefit from seeing both the U.S. and Canadian sides of the trade equation and how ICPA helps keep the conversation practical rather than political. Connections and collaboration A recurring theme of the episode is that trade is solved through connections—meeting the right people, asking questions, and finding the experts who can help. Benita emphasizes that ICPA makes it easy to engage, network, and find mentors, which can dramatically shorten the learning curve in your career. Upcoming ICPA Events Mentioned ICPA Canada: June 7–9, 2026. ICPA Dresden: April 8–10, 2026. ICPA Grapevine, Texas: September 13–15, 2026 Listen & Subscribe Simply Trade main page: https://simplytrade.podbean.com Apple Podcasts: https://podcasts.apple.com/us/podcast/simply-trade/id1640329690 Spotify: https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq Amazon Music: https://music.amazon.com/podcasts/8de7d7fa-38e0-41b2-bad3-b8a3c5dc4cda/simply-trade Connect with Simply Trade Podcast page: https://www.globaltrainingcenter.com/simply-trade-podcast LinkedIn: https://www.linkedin.com/showcase/simply-trade-podcast YouTube: https://www.youtube.com/@SimplyTradePod Join the Trade Geeks Community Trade Geeks (by Global Training Center): https://globaltrainingcenter.com/trade-geeks/

Host: Cindy Allen Published: April 3, 2026 Length: ~15 minutes Presented by: Global Training Center Summary In this week’s episode of Simply Trade: Cindy’s Version, Cindy Allen breaks down a major shift in trade operations as CBP moves closer to launching the CAPE system for IEEPA duty refunds—while at the same time, new Section 232 actions signal that trade enforcement is far from slowing down. CBP has indicated it is on track for an April 20 rollout of CAPE, with key components nearing completion. However, Phase 1 will only cover certain entries, leaving many importers navigating critical decisions around protests and timing. At the same time, new developments in pharmaceutical tariffs and steel and aluminum revisions suggest that, despite recent legal challenges, trade enforcement is evolving—not retreating. Inspired by Taylor Swift’s Begin Again, Cindy walks through why this moment feels less like closure—and more like the start of a new phase in global trade compliance. This Week in Trade • CBP signals April 20 target for CAPE rollout tied to IEEPA refunds • Phase 1 expected to cover ~63% of entries, excluding many already liquidated cases • Judge highlights importers’ right to file protests, raising strategic considerations • Strait of Hormuz disruptions continue to create supply chain uncertainty • No movement on key legislation including First Sale and Foreign Importer of Record rules IEEPA Refunds & CAPE: Where Things Stand CBP continues to make progress toward launching CAPE (Consolidated Administration and Processing of Entries): • Claim portal (~85% complete) • Mass processing of entries (~60% complete) • Review and liquidation (~80% complete) • Refund processing (~75% complete) Phase 1 will: • Focus on unliquidated entries and those within voluntary reliquidation windows • Exclude fully liquidated entries, protests, drawback, and certain AD/CVD cases ⏱️ Timeline: • Target launch: ~April 20 • Estimated processing: up to 45 days post-launch Section 232: We’re “Beginning Again” This week brought significant new developments under Section 232: Pharmaceutical Tariffs • 100% duty on name-brand pharmaceuticals • Generics excluded • Implementation expected within 180 days Key complexity: • Importers must now identify brand vs. generic at entry • Multiple exemptions and reduced rates tied to reshoring and trade agreements Steel & Aluminum Updates • 50% duty remains for core steel/aluminum products • 25% duty on derivative products (full value) • New de minimis exemption for products with <15% steel/aluminum by weight These updates simplify some calculations—but may increase duty exposure for many importers. Key Takeaways • CAPE is progressing—but refunds will be phased and complex • Importers should evaluate protest strategies carefully • Trade enforcement is not slowing—it’s resetting and expanding • Section 232 is entering a new operational phase • Compliance will require more detailed product-level data than ever before Resources & Mentions • Global Training Center • Cindy Allen – LinkedIn • Global Training Center • Global Training Center on LinkedIn • YouTube • Spotify • Apple Podcasts • Trade Geeks Community

Host: Warrington Ellacott Guest: David A. Johnston Published: April 1, 2026 Length: ~20 minutes Presented by: Global Training Center 🌍 Adapting to Disruption in a Shifting Trade Landscape In this episode of Simply Trade [Canada], Warrington Ellacott sits down with Dr. David A. Johnston to explore how geopolitical shifts, infrastructure investments, and evolving trade dynamics are reshaping supply chains. From Canada’s renewed focus on nation-building infrastructure to the ongoing uncertainty surrounding USMCA negotiations, this conversation highlights the realities businesses face today—and the strategies they need to stay resilient. Dr. Johnston shares insights from his work at the Schulich School of Business, emphasizing the importance of flexibility, collaboration, and long-term planning in an increasingly volatile global trade environment. 🧠 What You’ll Learn in This Episode: 🌐 How geopolitical risks and policy shifts are disrupting global supply chains 🏗️ What Canada’s major infrastructure investments mean for importers and exporters 🤝 Why communication with supply chain partners is critical during uncertainty 📦 How to think about transportation flexibility, including shifting modes like air, rail, and ocean 📊 Practical ways to manage short-term risk while planning for long-term change 🌎 Why diversification and global market expansion require new logistics strategies 🔑 Key Takeaways: Strong communication with suppliers, carriers, and partners is essential during disruption. Infrastructure investments create long-term opportunities—but won’t solve short-term challenges. Flexibility in transportation modes can keep goods moving, even at higher costs. Businesses should balance immediate risk management with longer-term strategic repositioning. Trade relationships—especially between Canada and the U.S.—remain critical despite uncertainty. Disruption often creates opportunity, particularly in emerging sectors like infrastructure and defense. 📌 Resources & Mentions: George Weston Ltd Centre for Sustainable Supply Chains – Schulich School of Business Master of Supply Chain Management Program – York University Sloan Management Review (2022) – Preparing for Supply Chain Disruptions USMCA / CUSMA Trade Agreement CPTPP (Comprehensive and Progressive Agreement for Trans-Pacific Partnership) 🎧 Credits Host: Warrington Ellacott – https://www.linkedin.com/in/warringtonellacott/ Guest: David A. Johnston – https://www.schulich.yorku.ca/faculty-research/george-weston Producer: Lalo Solorzano 📢 Subscribe & Follow New episodes every week. Presented by: Global Training Center — providing education, consulting, workshops, and compliance resources for trade professionals. 👉 https://www.globaltrainingcenter.com Connect with us: https://www.linkedin.com/company/global-training-center https://www.youtube.com/@simplytradepod https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq https://podcasts.apple.com/us/podcast/simply-trade/id1640329690 https://globaltrainingcenter.com/portal/ Don’t forget to rate, review, and share with your fellow trade geeks!  

Hosts: Renee Chiuchiarelli & Julie Parks Published: March 31, 2026 Length: ~10 minutes Presented by: Global Training Center 🎧 Episode Summary In this episode, Renee and Julie kick off a new series focused on a critical evolution in global trade: 👉 How do you shift your team from tactical execution to strategic impact? Most trade teams are buried in transactions—processing entries, fixing data, responding to audits. But today’s environment demands more. The question is no longer: “Are we processing trade?” It’s: “Are we leading it?” This episode breaks down the difference between tactical vs. strategic work, why teams get stuck, and what’s at risk if you don’t evolve. 🔑 Key Takeaways 1. Tactical Work = Necessary, But Reactive Tactical work keeps the business moving—but it’s often: Transaction-focused Time-sensitive Manual and repetitive Reactive and firefighting Examples include: Entry processing Data corrections Broker email back-and-forth Audit scrambling Manual screening and rework 👉 It’s essential—but it won’t move your organization forward. 2. Strategic Work = Value Creation Strategic trade work is where real impact happens. It includes: Tariff mitigation strategies Country of origin and sourcing optimization Trade analytics and risk pattern identification Broker governance and performance management Automation and control design Characteristics of strategic teams: ✔ Proactive ✔ Data-driven ✔ Cross-functional ✔ Focused on financial and operational outcomes 3. Today’s Reality: You Need Both This isn’t an either/or conversation anymore. 👉 The current trade environment demands: Tactical excellence and Strategic leadership As Renee highlights, even seasoned leaders are being pulled back into the details—while tactical teams are being asked to think more strategically. 4. Why Teams Get Stuck in Tactical Mode Common reasons include: Understaffing Constant operational pressure Poor data quality Lack of documented processes Over-reliance on email and tribal knowledge Leadership viewing trade as purely transactional No KPIs tied to value creation 5. The Risk of Staying Tactical If your team never evolves: Errors repeat and expand during audits Duty savings opportunities are missed Regulatory changes outpace your response Burnout and turnover increase Trade gets excluded from strategic planning 👉 You become a cost center… instead of a strategic partner. 🚀 Figure It Out (FIO) – This Week’s Action Before you can evolve, you need visibility. 👉 Track where your team is spending time. List out current activities and projects Categorize them: Tactical Strategic Identify where the majority of time is going 🎯 This becomes your baseline for the rest of the series. 💬 Join the Conversation Where does your team spend most of its time today? 🔥 Firefighting? 📊 Strategy? ⚖️ A mix of both? 👉 Head over to the Trade Geeks community and share your breakdown—and let’s compare notes. Credits Hosts: Renee Chiuchiarelli Julie Parks Producer: Lalo Solorzano 🎧 Subscribe & Follow New TIPS episodes every Tuesday. Presented by: Global Training Center — education, consulting, workshops & compliance resources for trade professionals 🔗 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 & share with your fellow trade geeks! 🎙️ Want to Be on the Show or Have Topic Suggestions? 📧 [email protected] 🐦 Twitter/X: @SimplyTradePod

Host: Annik Sobing Guest: Chris Bachinnski, Co‑CEO & President, GHY International Published: March 2026 Length: ~35 minutes Presented by: Global Training Center Annik sits down with Chris Bachinnski, Co‑CEO and President of GHY International, for a leadership‑focused conversation on what it really takes to build and sustain a customs brokerage and trade business in a volatile, tech‑driven environment. Starting from sweeping floors in his dad’s trucking company at age 12 to leading a 100+ year‑old firm, Chris shares how work ethic, curiosity, and culture have shaped his career across transportation, marketing, and now trade. What You’ll Learn in This Episode Chris’s unconventional path to trade Grew up in trucking, bought his dad’s company in his 20s, then sold into a publicly traded roll‑up and learned the pros/cons of “quarterly mindset.” Shifted into a small marketing agency as CFO/COO, where he discovered the tight link between brand and culture and began doing leadership/culture training for clients. GHY first hired his firm for branding and leadership work; later, owner Rick Reeseinvited him in as President specifically for his leadership and culture skills, not customs expertise. Designing and changing culture on purpose Chris interviewed all 105 GHY associates in his first 6–7 months just to listen, then worked with leadership to define: what must never change, what needs to improve, and which behaviors will be tolerated. His core belief: “Culture is the result of the behaviors you permit”—leaders must live values first, then hold people accountable, even when that means making hard calls on long‑tenured but misaligned employees. From operator to enterprise‑level leader With GHY now ~245–250 people, Chris’s CEO coach pushed him to stop being involved in everything and focus on: looking around the corner, aligning the organization, and holding leaders accountable. He still stays grounded by walking the office daily, restarting one‑on‑one interviews with staff after 10 years, and sharing results from his annual leadership feedback survey with the entire company. Leading through uncertainty and mistakes In COVID and the recent tariff/trade waves, GHY leaned into two non‑negotiables: care for people and care for clients, avoiding knee‑jerk layoffs and thinking long‑term even after a “spooked” decision in early 2025. On errors, Chris rejects the “I let people make mistakes so they learn” line as arrogant; instead, he tells the story of a six‑figure error where GHY refused a resignation, treated it as (expensive) education, and moved forward. Advice for aspiring leaders Chris distinguishes between title‑driven leaders and those who see leadership as stewardship: taking what’s been entrusted, making it better, and protecting it for the future. His core advice: cultivate insatiable curiosity, ask lots of questions, seek mentors, practice empathy (especially now, with stressed employees and customers), and avoid short‑term, fear‑based decisions. Tech, AI, and the future of brokerage Chris is candid with his board that technology is the one thing he least wants to under‑estimate; the impact he thought was 5–10 years out is arriving much faster. GHY’s focus: embrace technology plus process improvement not as a headcount weapon, but as a tool to make people better, improve accuracy, and help clients succeed—constantly questioning “we’ve always done it this way.” Credits Host: Annik Sobing Guest: Chris Bachinnski (Co‑CEO & President, GHY International) Producer: Annik Sobing Subscribe & Follow • YouTube • Spotify • Apple Podcasts Join the conversation with fellow trade professionals in the Trade Geeks Community: https://globaltrainingcenter.com/portal/?utm_source=SimplyTradePodcast

Host: Cindy Allen Show: Simply Trade – Cindy’s Version Published: March 27, 2026 Length: ~13 minutes Presented by: Global Training Center Evermore: Section 122, Steel/Aluminum Valuation, DHS Funding, and the Never‑Ending IEEPA Refund Saga Cindy Allen returns with another Taylor Swift–themed trade update, this time using “Evermore” to capture how the trade community feels about the seemingly endless cycle of new tariffs, court decisions, and refund processes. She covers leadership changes at DHS, shifting timelines for key CBP events, fresh confusion around steel and aluminum valuation, Section 122 and 301/232 moves aimed at replacing IEEPA revenue, and why she thinks the trade world needs to hit “pause” on IEEPA expectations until CBP’s CAPE process is truly defined. What You’ll Learn in This Episode DHS & CBP updates New DHS Secretary Markwayne Mullin, a Trump‑aligned former U.S. Representative from Oklahoma, is sworn in; early signals focus on immigration, with little yet on customs. CBP’s Trade and Cargo Summit in Dallas is postponed from next month to September due to funding issues; existing registrations will be transferred, with updated instructions to come via CSMS/announcements. USMCA and steel/aluminum valuation USMCA: U.S. and Mexico are in talks to extend/renew the agreement using three‑year review periods with annual extensions—essentially letting it “limp along” another 4–10 years, but at least keeping parties at the table. Steel/aluminum/copper components: CBP has issued new but confusing and partly contradictory guidance on valuation; with court challenges pending and no comprehensive methodology, Cindy urges importers to consult counsel and test whether their approach is defensible under reasonable care standards. Section 122, 301, and 232 moves The White House again signals raising Section 122 tariffs from 10% to 15%, but provides no timing; the statutory 150‑day clock keeps running, raising questions about whether they’ll increase within that window or let it lapse and start a new 122 action. Legal uncertainty: Can the administration lawfully let one 122 action expire and immediately launch another at 15%? With no case law on this rarely used tool, Cindy expects eventual court challenges. New or adjusted Section 301 and potential 232 cases are clearly framed as ways to replace lost IEEPA revenue after the Supreme Court ruling; the administration also hints that announced rates may change after investigations and hearings. Forced labor and 301 justification questions One proposed 301 angle targets countries that “don’t fully enforce forced labor protections,” but Cindy questions how foreign import enforcement links to unfair trade practices harming U.S. commerce, given the U.S. already has its own forced labor import rules. She flags this as another area ripe for challenge if 301 gets stretched to cover other countries’ internal enforcement of their own import regimes. DHS budget standoff and FMC decision As of 1 p.m. CT on March 27: No DHS funding bill fully passed; the Senate approved a measure apparently including DHS funding but maybe not CBP/ICE, and then recessed until mid‑April. The House and the President’s final positions remain uncertain. Strait of Hormuz: Limited, negotiated safe‑passage traffic continues for some countries, but full reopening hasn’t happened; oil over $100/barrel is impacting carriers and downstream users. FMC: Denies some carriers’ requests for immediate rate hikes tied to Hormuz‑related fuel costs, holding them to the 30‑day notice requirement since the filings didn’t meet the criteria for accelerated increases. Evermore & IEEPA Refunds: Why Cindy Says “Pause” Using “Evermore,” Cindy captures the community’s sense that the “pain” of constant change might last forever—but the song’s ending points to eventual relief. She applies that to IEEPA refunds and the developing CAPE process: What we know (high level) CBP is building a CAPE‑based, automated, bulk refund system. Refunds will go to the importer of record or the broker, and complexity may factor into prioritization, as suggested in CBP Executive Director Brandon Lord’s declaration. What we don’t know (the bigger list) When refunds actually start flowing. What data declarations must include (entry number only, entry + IOR, more?). How liquidation status will drive treatment: Not liquidated. Liquidated but within 90 days (CBP’s reliquidation window). Between 90 and 180 days (inside protest window). Beyond 180 days (finally liquidated). Whether courts will effectively override the 180‑day finality to enable refunds on finally liquidated entries, and what administrative mechanism would exist to do so. How CBP will handle prioritization, multiple brokers on the same importer’s entries, and any limits on bulk submissions. Whether CBP will accelerate or use the normal ~314‑day liquidation cycle for unliquidated entries tied to IEEPA. Given the sheer volume of open questions and the flood of webinars, articles, and press coverage, Cindy’s message to importers and brokers is to take a breath, recognize what is actually known, avoid over‑promising internally, and wait for clearer CAPE details rather than reacting to every rumor. Like the end of “Evermore,” she believes this phase of pain will not be forever. Credits Host: Cindy Allen Producer: Annik Sobing  Subscribe & Follow • YouTube • Spotify • Apple Podcasts Join the conversation with fellow trade professionals in the Trade Geeks Community: https://globaltrainingcenter.com/portal/?utm_source=SimplyTradePodcast

🎧 Host(s) Lalo Solorzano Andy Shiles 🎤 Guest Mollie Sitkowski – Partner at Faegre Drinker 📅 Published Date March 26, 2026 ⏱️ Episode Length ~36 minutes 🧠 Episode Summary In this episode of Simply Trade [CRIMES], we dive into a real-world trade case that highlights what can go wrong when compliance breaks down. Joined by trade attorney Mollie Sitkowski, Lalo and Andy unpack the details behind the case—what happened, where things went sideways, and what trade professionals can learn from it. From regulatory missteps to enforcement realities, this episode goes beyond theory and into the practical consequences companies face when trade compliance isn’t handled correctly. If you’ve ever wondered how small decisions can escalate into major legal and financial exposure—this episode is for you. 🔑 Key Learnings How real trade violations unfold in practice—not just in theory The role of intent vs. negligence in enforcement actions Common compliance gaps that can lead to significant penalties How customs authorities evaluate and pursue cases What companies should be doing to mitigate risk before issues arise 💡 Key Takeaways Trade compliance failures often start with small oversights that compound over time Documentation, classification, and internal controls are critical risk areas Enforcement is not just about penalties—it’s about accountability and precedent Having the right expertise (legal + compliance) can change the outcome significantly Learning from real cases is one of the most effective ways to strengthen your program ⚖️ Case Breakdown Overview of the case and key facts What triggered enforcement attention Where the compliance breakdown occurred Legal arguments and outcomes Broader implications for the trade community 🔗 Resources & Mentions U.S. Court of International Trade (CIT) Relevant customs regulations and enforcement frameworks 👏 Credits Hosts: Lalo Solorzano & Andy Shiles Guest: Mollie Sitkowski Produced by Global Training Center 📲 Subscribe & Follow 🎧 Spotify: https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq?utm_source=SimplyTradePodcast 🍎 Apple Podcasts: https://podcasts.apple.com/us/podcast/simply-trade/id1640329690?utm_source=SimplyTradePodcast 📺 YouTube: https://www.youtube.com/@simplytradepod?utm_source=SimplyTradePodcast 🔗 Connect With Us Global Training Center: https://www.linkedin.com/company/global-training-center?utm_source=SimplyTradePodcast Trade Geeks Community: https://globaltrainingcenter.com/portal/?utm_source=SimplyTradePodcast 🎙️ Want to Be on the Show? Have a case, insight, or experience worth sharing? Join us on Simply Trade and be part of the conversation shaping the future of global trade.

Hosts: Renee Chiuchiarelli & Julie Parks Published: March 25, 2026 Length: ~10 minutes Presented by: Global Training Center 🎧 Episode Summary In this final episode of the Org Structures series, Renee and Julie bring everything together with real-world “what would you do?” scenarios that highlight how trade compliance structures actually perform under pressure. From centralized bottlenecks to decentralized chaos, they walk through common organizational models and—more importantly—how to fix the gaps using practical tools like RASCI frameworks, operational controls, and accountability mapping. The key message? Structure isn’t theoretical—it shows up in your delays, audits, and escalation emails. 🔑 Key Takeaways 1. Structure Drives Outcomes Trade compliance structure directly impacts: Clearance speed Audit exposure Broker performance Internal escalation If roles aren’t clearly defined, risk increases. If they are, compliance becomes operational and defensible. 2. RASCI = Clarity + Accountability A RASCI model helps define: R (Responsible): Executes the task A (Accountable): Owns the outcome S (Support): Assists execution C (Consulted): Provides input I (Informed): Kept in the loop Without this clarity, work gets duplicated—or worse, dropped entirely. 3. Centralized vs. Decentralized Isn’t the Problem Every model has strengths and gaps: Centralized: Strong control, slow execution Decentralized: Fast locally, inconsistent globally Matrix: Flexible, but can create decision confusion 👉 The solution isn’t choosing the “right” model— It’s designing controls, roles, and escalation paths that make it work. 4. Controls Make Compliance Real Policies alone don’t work. You need operational controls, such as: Required data fields in systems Dual classification reviews Approval workflows for high-risk shipments Embedded export screening checkpoints Standardized broker instructions These turn compliance from theory into execution. 5. “Trade as a Hobby” Is a Red Flag 🚩 When compliance is spread across teams with no clear owner: Tasks fall through the cracks Accountability disappears Risk increases The fix: ✔ Assign ownership ✔ Tie responsibilities to KPIs ✔ Make compliance part of performance 6. Alignment Beats Authority In complex orgs, success comes from: Cross-functional collaboration Clear escalation frameworks Defined decision boundaries As Renee and Julie highlight: “Collaboration replaces command and control.” 🚀 Figure It Out (FIO) – This Week’s Action If you’re working in a matrix or hybrid structure: 👉 Stop trying to own everything. Instead: Map a simple RASCI for one process (start small) Example: classification reviews or CF-28 responses Define: Who executes Who owns the outcome Who must be consulted Identify gaps in accountability 🎯 The goal: Turn confusion into clear ownership and faster decisions 💬 Join the Conversation How is your trade compliance function structured today? Centralized? Decentralized? Matrix? Something in between? 👉 Head over to the Trade Geeks community and share: Your structure Your biggest challenge How you’re applying this week’s FIO Credits Hosts: Renee Chiuchiarelli Julie Parks Producer: Lalo Solorzano 🎧 Subscribe & Follow New TIPS episodes every Tuesday. Presented by: Global Training Center — education, consulting, workshops & compliance resources for trade professionals 🔗 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 & share with your fellow trade geeks! 🎙️ Want to Be on the Show or Have Topic Suggestions? 📧 [email protected] 🐦 Twitter/X: @SimplyTradePod

  🎧 Host(s) Cindy Allen – CEO, TradeForce Multiplier Pete Mento – Director, Global Trade Advisory, Baker Tilly 📅 Published Date March 24, 2026 ⏱️ Episode Length ~42 minutes 🧠 Episode Summary Welcome to a special edition of Simply Trade—The Pete & Cindy Show. In this episode, industry veterans Cindy Allen and Pete Mento take the mic for a candid, unscripted conversation on the current state of global trade. With no guests and no filters, the two dive into real-world challenges, industry trends, and the evolving role of trade professionals. Blending humor, sharp insight, and deep experience, Cindy and Pete break down complex trade topics in a way that’s both practical and engaging. From tariff pressures to business strategy, this episode feels less like an interview—and more like sitting in on a conversation between two of the industry’s most respected voices. 🔑 Key Learnings Why today’s trade environment demands both technical expertise and business awareness How leaders in trade are adapting to constant regulatory and economic shifts The importance of communication and storytelling in trade compliance How humor and personality can play a role in making complex topics accessible Why experienced professionals are rethinking how they engage with the next generation of trade talent 💡 Key Takeaways Trade is no longer just operational—it’s strategic and highly visible The best insights often come from open, unstructured conversations Industry leaders must balance compliance, economics, and business realities Authenticity and personality matter more than ever in education and content Sometimes, the most valuable discussions happen when you drop the formal format 🔗 Resources & Mentions TradeForce Multiplier Baker Tilly Global Trade Advisory Simply Trade Podcast 👏 Credits Host: Cindy Allen Host: Pete Mento Produced by Lalo Solorzano Published by Global Training Center 📲 Subscribe & Follow 🎧 Spotify: https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq?utm_source=SimplyTradePodcast 🍎 Apple Podcasts: https://podcasts.apple.com/us/podcast/simply-trade/id1640329690?utm_source=SimplyTradePodcast 📺 YouTube: https://www.youtube.com/@simplytradepod?utm_source=SimplyTradePodcast 🔗 Connect With Us Global Training Center: https://www.linkedin.com/company/global-training-center?utm_source=SimplyTradePodcast Trade Geeks Community: https://globaltrainingcenter.com/portal/?utm_source=SimplyTradePodcast 🎙️ Want to Be on the Show? Have insights on trade, customs, or global logistics? We’d love to feature your voice on Simply Trade. Reach out and join the conversation.

Host: Annik Sobing Guest: Valentin Povarchuk, Senior Counsel, Akrivis Law Group Published: March 2026 Length: ~35 minutes Presented by: Global Training Center Lessons from Applied Materials: Export Controls, Entity List Risks, and Semiconductor Enforcement Annik Sobing welcomes Valentin Povarchuk, trade compliance expert with 20+ years across big law, in-house, and boutique firms, for a deep dive into export controls and sanctions—his thought leadership sweet spot. They unpack the Applied Materials $252M settlement for ion implanter sales to SMIC (despite BIS warnings and Entity List designation), Pterodyne Flare’s $1M mitigated penalty (via voluntary disclosure), and how companies navigate entity list risks in semiconductors amid U.S.–China tensions. Valentin teases an April 7 free GTC webinar on due diligence. What You’ll Learn in This Episode Valentin’s background 20+ years advising on customs, AD/CVD, export controls, sanctions; now at Acrevis Law Group helping companies (esp. tech/startups) build compliance programs. Expert in entity list/entity alerts, corporate risk management—not just tariffs/customs. Semiconductor export controls 101 Focus on equipment/software for advanced chips (AI training), not just chips themselves; bipartisan consensus on China as tech adversary (Russia/Belarus secondary). Biden’s AI Diffusion Rule (global licensing limits) revoked by Trump; new approach more “transactional” (trade for access). Uncertainty reigns—no clear replacement yet. Applied Materials case breakdown ($252M penalty) BIS sent is-informed letter warning off SMIC; later Entity List addition. Applied continued via South Korean plant (substantial transformation: assembly/testing to claim “Korean origin” <25% U.S. content). BIS rejected: Substantial transformation irrelevant for Entity List sales (no clear reg definition of “foreign-made” under EAR); “spirit of restrictions” trumps letter. Intentional strategy, not mistake—revenue pressure (competitors ready). Risk management realities Is-informed letters = stop sign for regulators (not yellow light); license applications possible but slow/uncertain amid brain drain at BIS. Balance: Compliance vs. business survival (e.g., 25% revenue at risk); competitors lurk. Bigger firms targeted harder. Practical advice for companies Screen addresses + entities; diligence/parties/end-users critical. Smaller tech/startups: Contract language, certifications, compliance programs mitigate risks without killing deals. Key Takeaways Export controls > tariffs now; semicon/tech under microscope—review Entity List diligence today. Is-informed = hard stop; don’t “get creative” without weighing enforcement (spirit > letter). Voluntary disclosure works—self-report transparently for leniency. Join Valentin’s free April 7 GTC webinar on due diligence. Credits Host: Annik Sobing Guest: Valentin Povarchuk Subscribe & Follow • YouTube • Spotify • Apple Podcasts Join the conversation with fellow trade professionals in the Trade Geeks Community: https://globaltrainingcenter.com/portal/?utm_source=SimplyTradePodcast

Host: Cindy Allen Show: Simply Trade – Cindy’s Version Published: March 20, 2026 Length: ~15 minutes Presented by: Global Training Center Wishlist: Importers Just Want IEEPA Refunds + CBP’s New “Customs Business” Bombshell Cindy Allen delivers her signature Taylor Swift–inspired trade update (“Wishlist” from the latest album), channeling importers’ singular desire: “I just want you, Mr. Refund.” She covers DHS budget chaos, petrodollar threats from the Strait of Hormuz closure, Jones Act waiver talks, and a seismic CBP ruling that redefines classification, OCR, and CF-5106 work as customs business. What You’ll Learn in This Episode DHS funding crisis No Congressional budget agreement—TSA, FEMA, non-LEO CBP staff (Office of Trade, admins) not getting paid; TSA lines lengthening as agents take second jobs. CBP officers funded via prior “big beautiful bill,” but broader agency operations strained. No impact yet from Kristi Noem’s DHS exit. Strait of Hormuz & petrodollar shift 20–40% of world oil flow halted; India secured safe passage deal, China negotiating oil payments in yuan—challenging petrodollar system (U.S. dollar as reserve currency since 1970s OPEC deal). Could erode USD value, force global banks to rethink reserves, impact U.S. debt/economy beyond just gas prices (countries releasing strategic reserves for short-term relief). Jones Act & USMCA updates Administration eyeing Jones Act waivers for chemicals, energy, fertilizers to ease oil crisis transport limits. U.S.–Mexico technical teams meeting regularly on USMCA progress (extension preferred over renegotiation); Canada tensions delay trilateral talks. Trump postpones China trade trip. CBP bombshell: HQ 350722 ruling Internal advice ruling deems OCR conversion of shipping data, classification for importers, and CF-5106 filings (importer/ultimate consignee setup) as “customs business” requiring licensed customs brokers. Overturns prior practice where importers could use non-broker consultants for these (often to check broker work or build databases). Likely legal challenges ahead; chills AI/OCR tools offered directly to importers. IEEPA Refund “Wishlist” Deep Dive Importers want simple answers on CBP’s CAPE refund process (Excel declarations via ACE)—but open questions persist: Court actions/protests needed for final vs. protestable (180-day window) entries? CAPE scope: Simple IEEPA refunds only, or complex EU/Japan agreements (15% caps), reconciliation, drawback? Entry summary updates in ACE (system of record)? What if an entry’s accidentally omitted—does Treasury keep funds? Judge indicated all IEEPA duties unlawful; no clear administrative refund mechanism yet. Key Takeaways Importers: Review internal processes against HQ 350722; consult brokers/attorneys on consultant/AI/OCR workflows. Read CBP’s full ruling; track IEEPA CAPE mechanics and court filings. Travel tip: Extra time for TSA lines. Watch petrodollar erosion and fuel surcharge ripple effects. Credits Host: Cindy Allen Producer: Annik Sobing   Subscribe & Follow • YouTube • Spotify • Apple Podcasts Join the conversation with fellow trade professionals in the Trade Geeks Community: https://globaltrainingcenter.com/portal/?utm_source=SimplyTradePodcast

Hosts:  Andy Shiles & Lalo Solorzano Guest: Vincent “Vinny” Annunziato – Former CBP Director, Trade Technology Leader, Founder of Digital Supply Chain Innovations (DSCI), SVP at Profit Trust LinkedIn: https://www.linkedin.com/in/vincentrobertannunziato/ Published : March 19, 2026 Length: ~35 minutes Presented by: Global Training Center 🧠 Episode Summary In this episode of Simply Trade, we sit down with Vincent “Vinny” Annunziato for his first appearance post-retirement from U.S. Customs and Border Protection (CBP). Vinny reflects on a remarkable career shaping some of the most impactful trade modernization efforts, including the Single Window initiative, and shares behind-the-scenes insights into how these systems were built, challenged, and ultimately delivered. Now on the private sector side, Vinny discusses his transition, his new work with Profit Trust, and how companies can uncover hidden opportunities for duty recovery and cost savings. The conversation also dives deep into AI in trade compliance, cutting through the hype to explain what actually works today—and what doesn’t. From large language models to human-assisted decision-making, Vinny brings a practical, no-nonsense perspective that trade professionals can immediately apply.   🔑 Key Learnings The real story behind the Single Window and how it transformed multi-agency trade data Why collaboration between government and industry changed the game in customs processing How innovation works inside government—and why not everything makes it to production The truth about AI in trade compliance (and why most companies are using it wrong) Why “Human-Assisted Technology (HAT)” may be the smarter way to think about AI The importance of data quality and business context before applying AI solutions How companies are using tools like duty recovery and audit analytics to improve their bottom line   💡 Key Takeaways AI is not a magic solution—it’s only as good as the data and business logic behind it Trade compliance decisions—especially classification—must remain human-led Innovation requires balancing technical vision with real-world business application The future of trade lies in connected, interoperable global data systems There are still significant untapped opportunities for companies to recover duties and reduce costs 🔗 Resources & Mentions Profit Trust (duty recovery & shipping optimization solutions) ACE (Automated Commercial Environment) Single Window Initiative ITDS (International Trade Data System) Lacey Act (referenced in system design discussion) 🎧 Credits Hosts: Lalo Solorzano – LinkedIn Andy Shiles – LinkedIn Guest: Vincent “Vinny” Annunziato – Former CBP Director, Trade Technology Leader, Founder of Digital Supply Chain Innovations (DSCI), SVP at Profit Trust 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!

Hosts: Renee Chiuchiarelli & Julie Parks Format: Simply Trade Tips Length: ~12 minutes Episode Summary Renee and Julie break down how organizational structure—centralized, decentralized, matrix, or hybrid—directly impacts compliance success. Learn practical "tweaks" to move customs from a reactive support function to a proactive strategic partner. Key Takeaways & Fixes 1. Centralized Structure The Issue: Customs reacts to problems after decisions are made. The Fix: Embed controls upstream; ensure Customs has authority, not just execution duties. 💡 Truth Bomb: If you touch data after the PO is issued, you’re already too late. 2. Decentralized Structure The Issue: Inconsistent data and fragmented processes across regions. The Fix: Centralize governance and data visibility while allowing regional execution. 💡 Rule: Decentralized execution is fine; decentralized compliance is not. 3. Matrix Structure The Issue: Decision gridlock and competing priorities. The Fix: Define decision-making authority in writing and align funding across stakeholders. 💡 Reality Check: Without alignment, Customs becomes a referee, not a facilitator. 4. Hybrid Structure (The Goal) The Issue: Often misperceived as a cost center rather than a value driver.   The Fix: Separate governance from operations; involve Customs in sourcing and risk-based audits. Failure Patterns to Avoid Compliance fails in any structure when: Authority doesn't match responsibility. Brokers are treated as the "owners" of compliance. Leadership only engages during a crisis. FIO (Figure It Out) – This Week’s Action Identify your current structure and pick one area for improvement. Write it into your goals and align it with business priorities to start seeing incremental change. Hosts: Renee Chiuchiarelli & Julie Parks Published: October 28, 2025 Length: ~10 minutes Presented by: Global Training Center 👻 Episode Summary It’s a special Halloween edition of Simply Trade [Tips] with Hammer and Heels (Renee & Julie)! 🎙️ In this spooky seasonal episode, the hosts share “scary compliance stories” that every trade professional can learn from — tales of audits that wouldn’t die, supply chain skeletons, and hauntingly complex importer-of-record issues. Between these frighteningly true stories and a fun “Trick-or-Treat: Fact or Fiction” lightning round, listeners will pick up valuable lessons about risk, recordkeeping, and compliance best practices — all while getting into the Halloween spirit. 🧠 Key Takeaways Importer of Record Issues: Never assume your company should make entry — confirm the proper party has the right to do so. Audit Nightmares: A prior disclosure can protect you from penalties, but only if it’s complete and accurate. Double-check everything before submitting. Trick or Treat: Compliance Edition! Can CBP review your General Ledger? ✅ Treat! Do you need to reconcile quantity variances with Customs entries? ✅ Treat! Is your broker solely responsible for recordkeeping? ❌ Trick! Importers must maintain their records for at least five years. Is a parts database a strong compliance tool? ✅ Treat! It helps ensure data accuracy and consistency. 🧭 FIO (Figure It Out) 👉 This week’s action item: Trade can be terrifying — but preparation keeps the ghosts away! Take time to review your compliance “skeletons in the closet.” Are your prior disclosures accurate and auditable? Is your importer of record process clear? Do your records meet the five-year rule? And since it’s Halloween… figure out your costume, too! 🎭 💬 Keep the Conversation Going Join the Trade Geeks Community at Global Training Center and share: Your own “scary compliance story.” How you’ve handled tricky audits or importer-of-record nightmares. And, of course, what you’re dressing up as for Halloween! 🎧 Credits Hosts: Renee Chiuchiarelli Julie Parks Producer: Lalo Solorzano 📲 Subscribe & Follow 🎙️ New TIPS episodes every Tuesday. Presented by: Global Training Center — providing education, consulting, workshops, and compliance resources for trade professionals. 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! 📩 Want to be on the show or suggest a topic? Email us at [email protected] or DM us on X/Twitter @SimplyTradePod

Host: Lori Mullins Guests: Rich Roche, Ashley Craig Series: NCBFAA Quarterly Podcast – Transportation Committee Focus Published: March 2026 Length: ~40 minutes Presented by: National Customs Brokers & Forwarders Association of America (NCBFAA) in partnership with Simply Trade​ NCBFAA Transportation Committee: Strait of Hormuz, FMC, and Shipping Risk in 2026 In this NCBFAA quarterly episode, social media director and licensed customs broker Lori Mullins sits down with Rich Roche, Senior Vice President at Mohawk Global Logistics and NCBFAA NVOCC Chair, and Ashley Craig, partner at Venable LLP and outside Transportation Counsel to NCBFAA, for a deep dive on the work of the NCBFAA Transportation Committee in a rapidly changing risk environment.​ The conversation focuses on how the Transportation Committee is engaging with regulators—especially the Federal Maritime Commission (FMC)—and monitoring global chokepoints like the Strait of Hormuz to protect brokers, forwarders, and NVOCCs.​ Inside the NCBFAA Transportation Committee’s Agenda FMC leadership and priorities Rich explains the “new season” at FMC under Chair Laura DiBella, with NCBFAA meeting her on day one and tracking the confirmation of additional commissioners to get the agency to full strength.​ The committee is watching FMC’s expanded role, including analyzing global “choke points” (like the Iran conflict and Spanish embargo actions) and supporting efforts to close the harbor maintenance fee loophole for cargo routed via Canada and Mexico.​ Strait of Hormuz and global chokepoints Ashley breaks down why the Strait of Hormuz—only about 20 nautical miles wide and dominated geographically by Iran—remains one of the most critical choke points in global energy and trade, carrying roughly 60% of petroleum productsexiting the region.​ Rich details current impacts: hundreds of tankers and cargo vessels effectively stopped or trapped, export bookings halted, and knock-on effects on fuel availability for airlines and ocean carriers, particularly in Asia.​ Legal and commercial risk: surcharges, notice, and the Shipping Act Ashley walks through how tensions translate into war risk surcharges and emergency contingency charges from major carriers (Maersk, CMA, Hapag-Lloyd, MSC, ONE), and the critical 30‑day notice requirement under the Shipping Act for U.S. trades—plus how “special permission” filings at the FMC can accelerate those timelines.​ The Transportation Committee is monitoring FMC guidance reminding carriers and NVOCCs of their obligations to publish and adhere to filed rates, and educating members on when to go to FMC vs. resolving disputes under service contracts or through courts/ADR.​ Export controls and NCBFAA’s export subcommittee work Ashley highlights the work of the NCBFAA Export Subcommittee, which sits under the Transportation Committee and has collaborated with BIS on the Freight Forwarder Best Practices (now live on the BIS site).​ The committee is tracking evolving sanctions and export controls on Iran and third‑party intermediaries, stressing regular checks of the U.S. consolidated screening lists and ongoing engagement with BIS, OFAC, and other agencies.​ Insurance, force majeure, and contract readiness From a legal and practical standpoint, Ashley urges members to review war risk underwriting, force majeure language, and service contracts now—especially for cargo stuck in the Gulf region—to avoid unmanaged detention/demurrage and misaligned risk allocation.​ The Transportation Committee is encouraging proactive dialogue with carriers and underwriters, not just reactive claims once disruptions surface.​ Energy markets, surcharges, and downstream costs The episode covers how rising oil prices (already over USD 100/barrel with potential to go higher) drive up bunker costs, trigger higher bunker and emergency surcharges, and ultimately raise total transportation costs for shippers and NVOCC customers.​ Policy horizon: tariffs, ship taxes, and Jones Act talk Ashley notes the administration’s heavy focus on maritime policy, new and potential 232/301 investigations, a 301 forced labor inquiry touching over 60 trading partners, and proposals like a “universal ship tax” and land border fee that NCBFAA and peer associations are actively reviewing.​ The committee is also watching discussions around Jones Act waivers for energy flows and coordinating with other trade associations (NITL, World Shipping Council, NRF, NAM, U.S. Chamber) to present a unified industry position.​ Why This Matters for NCBFAA Members Throughout the episode, Lori, Rich, and Ashley underscore the resilience of the brokerage and forwarding community and the central role of NCBFAA—especially the Transportation Committee and its export subcommittee—in: Interpreting fast‑moving developments at choke points like the Persian Gulf. Engaging directly with FMC, BIS, Treasury, USTR, and Congress. Providing practical guidance on surcharges, notice rules, contracts, underwriting, and compliance expectations.​ Lori closes by inviting non‑members to join NCBFAA and tap into its toolkits, best practices, and ongoing advocacy, and reminding listeners that this is part of a quarterly NCBFAA podcast series focused on the committees’ work on behalf of the trade. Subscribe & Follow Stay connected with the Simply Trade Podcast: Global Training Center LinkedIn YouTube Spotify Apple Podcasts Trade Geeks Community ​

Host: Annik Sobing Guest: Colleen, Trade Compliance Recruiting Solutions Recorded at: ICPA Conference (in-person) Published: March 2026 Length: ~15 minutes Presented by: Global Training Center Trade Jobs Are Exploding—But Here’s How to Actually Land One (Live from ICPA) Live from ICPA, Annik sits down in-person with recruiting expert Colleen from Trade Compliance Recruiting Solutions—the boutique firm specializing exclusively in trade compliance roles (import/export, brokerage, analyst to VP). They break down the tight talent market, entry-level realities, resume pitfalls, salary trends, and why busy pros aren’t jumping ship lightly. If you’re job hunting, hiring, or just curious about trade career paths—this is your roadmap. What You’ll Learn in This Episode Entry-level truth Skip certifications first (LCB exam, etc.)—companies want hands-on experienceover credentials. Start anywhere (brokerage, import/export sides) to learn processes, then certify. Passion for global trade > classroom knowledge. Mid-career job search toolkit Free resume reviews from Colleen’s team: ATS-proof keywords, quantifiable achievements, consistent formatting—makes your resume “pop.” They track your skills/location/preferences (remote/hybrid/office) and match future roles—no black-hole applications. Salary & market intel Annual Salary Analysis Report (free on their site/LinkedIn/ICPA): Ranges from specialist to director/VP, based on actual placements. Hiring trends: Companies should streamline (no 6-round interviews for specialists); candidates—avoid emotional jumps. Hot market realities Jobs everywhere—they’re busier than ever, but talent pool is tight (75-day placements vs. prior 60 days). Remote still king; compliance pros too swamped to job hunt actively. Patience pays—define your next role’s challenges/learning. Interview Process Tips Recruiters like hers bypass AI screeners—your vetted resume hits decision-makers directly. Free interview prep: Screening, tips, mock sessions (some pros need the practice). Mentorship for all levels: “Maybe your next step isn’t ready yet—let’s build toward it.” Key Takeaways Leverage networks/conferences like ICPA—build connections beyond job boards. For hirers: Partner with niche recruiters to fill roles faster. For job seekers: Get hands-on > certify; use free tools (resumes, salary data, prep); don’t settle. Trade recruiting is personal—reach out anytime. Market’s hot; something’s out there for everyone. Credits Host: Annik Sobing Guest: Colleen, Trade Compliance Recruiting Solutions Listen & Subscribe Simply Trade main page: https://simplytrade.podbean.com Apple Podcasts: https://podcasts.apple.com/us/podcast/simply-trade/id1640329690 Spotify: https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq Amazon Music: https://music.amazon.com/podcasts/8de7d7fa-38e0-41b2-bad3-b8a3c5dc4cda/simply-trade Connect with Simply Trade Podcast page: https://www.globaltrainingcenter.com/simply-trade-podcast LinkedIn: https://www.linkedin.com/showcase/simply-trade-podcast YouTube: https://www.youtube.com/@SimplyTradePod Join the Trade Geeks Community Trade Geeks (by Global Training Center): https://globaltrainingcenter.com/trade-geeks/

Host: Cindy Allen Published: March 13, 2026 Length: ~15 minutes Presented by: Global Training Center Episode Summary In this week’s episode of Simply Trade: Cindy’s Version, Cindy Allen breaks down the latest developments following the Supreme Court’s decision striking down IEEPA tariffs—and what CBP is proposing as a path forward for duty refunds. CBP has introduced a proposed automated system called CAPE (Consolidated Administration Processing of Entries) to manage refund claims tied to the invalidated tariffs. While the proposal answers some questions, it also raises several new operational considerations for importers and customs brokers. At the same time, global trade policy continues to move quickly. The administration has launched new Section 301 investigations covering 16 major economies, announced forced labor investigations involving 60 countries, and is monitoring supply chain risks tied to oil disruptions in the Strait of Hormuz. Inspired by Taylor Swift’s This Is Me Trying, Cindy walks through what we know, what we don’t know yet, and why the trade community may need to remain patient as the refund process takes shape. This Week in Trade • New Section 301 investigations targeting structural excess manufacturing capacity across 16 economies • Forced labor investigations announced involving 60 countries • Ongoing monitoring of supply chain risks tied to the Strait of Hormuz • Possible Jones Act waiver discussions as energy logistics concerns grow IEEPA Refund Process: What We Know So Far Following the Supreme Court decision, CBP has proposed a new automated refund system called CAPE, which would allow importers or brokers to submit claims through a portal connected to ACE. The proposal includes: • A portal-based refund submission process • Automated recalculation of entries with IEEPA duties removed • Updated entry records reflected back into ACE While the framework is promising, several operational questions remain—including how already liquidated entries, reconciliation filings, and broker system updates will be handled. Key Takeaways • CBP is developing a structured process for IEEPA duty refunds • Importers will likely need to submit claims through a CAPE portal • Some refund scenarios remain unclear and may require legal guidance • Major new Section 301 investigations signal continued trade enforcement activity • Global supply chain risks remain elevated due to energy disruptions Credits Host: Cindy Allen - Trade Force Multiplier Producer: Lalo Solorzano Simply Trade is produced by Global Training Center Subscribe & Follow • YouTube • Spotify • Apple Podcasts Join the conversation with fellow trade professionals in the Trade Geeks Community: https://globaltrainingcenter.com/portal/?utm_source=SimplyTradePodcast

Simply Trade Podcast Host: Lalo Solorzano Guests: Cindy Deleon, John Metrich Episode Length: ~35 minutes Published: March 2026 Episode Summary In this episode of Simply Trade, Lalo Solorzano sits down with Cindy Deleon and John Metrich from Deleon Trade to explore one of the more complex corners of trade compliance: advanced Section 232 tariff enforcement and metal value content analysis. Recorded shortly after the Advanced Topics in Customs Compliance Conference (ATCC), the conversation dives into how trade professionals are navigating the increasingly sophisticated enforcement environment surrounding Section 232 tariffs. Cindy and John share insights from their work helping companies analyze metal value content, prepare for potential enforcement actions, and think strategically about how these tariffs are being applied in practice. The discussion highlights why Section 232 compliance is no longer just a basic classification issue but often requires deeper operational and sourcing analysis. For trade professionals dealing with steel, aluminum, derivative products, or complex supply chains, this episode provides a valuable look into the advanced compliance considerations shaping today’s trade environment. Key Topics Discussed The purpose and structure of the Advanced Topics in Customs Compliance Conference (ATCC) Why Section 232 compliance has become increasingly complex How metal value content calculations are impacting imports Enforcement trends and what regulators are focusing on The importance of understanding supply chain inputs and sourcing How companies should prepare for deeper scrutiny and potential audits Practical insights from working with importers facing these challenges Key Takeaways 1. Section 232 compliance goes far beyond classification Companies must increasingly analyze the underlying metal value and sourcing behind products to ensure compliance. 2. Enforcement is becoming more sophisticated Regulators are taking a deeper look at supply chains and documentation related to steel and aluminum inputs. 3. Advanced knowledge matters As trade programs evolve, professionals must move beyond basic compliance and develop advanced technical expertise. 4. Education and collaboration are critical Industry events like ATCC help professionals share experiences and tackle the most challenging trade compliance issues together. Resources & Links Cindy Deleon – https://www.linkedin.com/in/cindydeleon/ John Metrich – https://www.linkedin.com/in/john-metrich-3b896a53/ Deleon Trade – https://www.deleontrade.com Advanced Topics in Customs Compliance Conference (ATCC) – https://www.customsconferences.com/ Learn more about trade compliance training – https://www.globaltrainingcenter.com CBP Trade and Cargo Security Summit - April 28, 2026 AAEI Conference - June 23 GTE Conference - July 2 Credits Host: Lalo Solorzano Guests: Cindy Deleon John Metrich Producer: Global Training Center Podcast: Simply Trade Subscribe & Follow Stay connected with the Simply Trade Podcast: Global Training Center LinkedIn YouTube Spotify Apple Podcasts Trade Geeks Community Join the Conversation What are you seeing with Section 232 enforcement and metal value content requirements? Share your thoughts and experiences with the trade community and join the discussion.

Hosts: Renee Chiuchiarelli & Julie Parks Published: March 2026 Format: Simply Trade Tips Length: ~15 minutes Episode Summary In this episode of Simply Trade Tips, hosts Renee Chiuchiarelli and Julie Parks dive deeper into one of the most overlooked drivers of trade compliance success: organizational structure. While many trade professionals focus on technical issues like classification, valuation, or origin rules, Renee and Julie explain that the real barrier to execution is often structural — specifically who owns the budget, who sponsors the program, and how decision-making authority is distributed across the organization. They explore how trade leaders can navigate internal structures, align their messaging with different departments, and build the relationships necessary to secure funding and remove roadblocks. Because in global trade, having the right expertise isn’t enough — you also need the right organizational support to make things happen. Key Topics Discussed • Why organizational structure can make or break a trade compliance program • The importance of understanding who controls the budget • How different departments prioritize risk, cost, and operational goals • What an executive sponsor actually does (and what they don’t do) • Why trade leaders need influence across multiple departments • How to avoid internal “compliance civil wars” Key Insights Budget Ownership Changes Everything When the trade team owns the budget, they can prioritize projects based on compliance risk and operational need. But when another department controls the budget, trade leaders must frame requests in terms that matter to that function — whether that’s ROI, operational efficiency, or system modernization. Speak the Language of the Budget Owner Different departments evaluate trade initiatives through their own lens: • Finance: ROI, penalties avoided, dollars recovered • Supply Chain: speed, predictability, fewer shipment holds • IT: integration, system quality, and security • Legal / Compliance: enforcement risk and regulatory protection Understanding these priorities can dramatically improve the chances of getting initiatives funded. An Executive Sponsor Removes Roadblocks An executive sponsor is not simply someone who encourages the program. A real sponsor: • Clears organizational roadblocks • Influences other executives • Helps secure resources and approvals The right sponsor can dramatically increase the effectiveness of a trade compliance program. Build Strategic Relationships Across Functions Trade rarely sits perfectly within one department. That means trade leaders often need multiple relationships across the organization to make initiatives successful. For example: • Trade under logistics may benefit from a legal sponsor • Trade under legal may need supply chain support • Finance leadership can help secure project funding These partnerships create the influence needed to move compliance initiatives forward. Memorable Line from the Episode “A real sponsor isn’t a cheerleader — it’s someone who clears the roadblocks.” Join the Conversation Have you experienced organizational roadblocks in your trade program? How is your compliance team structured — and does it help or hinder your work? Share your thoughts with the Simply Trade community. Credits Hosts: Renee Chiuchiarelli https://www.linkedin.com/in/renee-chiuchiarelli-lcb-ccs-8964a19/?utm_source=SimplyTradePodcast Julie Parks https://www.linkedin.com/in/julie-ann-parks/?utm_source=SimplyTradePodcast Producer: Lalo Solorzano https://www.linkedin.com/in/lalosolorzano/?utm_source=SimplyTradePodcast 🎧 Subscribe & Follow New Simply Trade Tips episodes every Tuesday. Presented by: Global Training Center — education, consulting, workshops & compliance resources for trade professionals. 👉 https://www.globaltrainingcenter.com/?utm_source=SimplyTradePodcast Connect With Us Simply Trade Podcast on LinkedIn Global Training Center on LinkedIn YouTube — https://www.youtube.com/@SimplyTradePod?utm_source=SimplyTradePodcast Spotify — https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq?utm_source=SimplyTradePodcast Apple Podcasts — https://podcasts.apple.com/us/podcast/simply-trade/id1640329690?utm_source=SimplyTradePodcast Trade Geeks Community — https://www.globaltrainingcenter.com/portal/?utm_source=SimplyTradePodcast 💬 Don’t forget to rate, review, and share with your fellow trade geeks! Want to Be on the Show or Have Topic Suggestions? 📧 [email protected] 🐦 Twitter/X: @SimplyTradePod

Host: Annik Sobing Guests: Jennifer Varney (Volvo Group), Penny Chen (PAX) Recorded at: ICPA Conference, San Antonio, TX Published: March 2026 Length: ~25 minutes Presented by: Global Training Center AI Meets Trade Compliance: From Auto Supply Chains to AI Live from ICPA San Antonio, Annik sits down with Jennifer from Volvo Group and Penny from PAX for an all‑women, International Women’s Day‑timed conversation about how AI is actually being used in trade compliance today—far beyond the buzzwords. They explore the reality of AI inside a massively complex automotive supply chain, how duty drawback is being reimagined with AI, and what trade teams should think about before buying or building any tools.​ What You’ll Learn in This Episode Session highlights from ICPA Jennifer: Practical implementation of AI to support customs clearance at the enterprise level—how one company uses AI to survive an “ever‑changing and incredibly volatile” trade landscape. Penny: A “beginner‑friendly” intro to general AI tools, how large language models work, and how trade compliance leaders can evaluate AI quality and fit.​ The automotive reality: 1,000+ policy changes and thousands of parts In just the last year, there have been 1,000+ trade policy changes worldwide, affecting about 5 trillion dollars in spend. Most of the real impact comes from trade barrier changes, not facilitation measures. A single vehicle can have 2,000–3,000 parts sourced from thousands of suppliers globally, some in‑house, some external. New demands around Section 232 (steel/aluminum/copper), forced labor, EUDR, connected vehicle rules, dual‑use, etc. mean OEMs must know their supply base down to raw material origin and processing, sometimes 5–6 tiers deep.​ Why human-only workflows can’t keep up Many tier‑1 suppliers don’t even have the data OEMs now must report, or consider it proprietary. Trade teams are drowning in documentation, entry creation, and ever‑changing regulatory demands—falling behind risks blocked shipments and massive cost. Jennifer’s view: AI is less about replacing people and more about augmenting limited resources before they’re “buried under all of the legislative changes.”​ Where AI fits in (and where it doesn’t) Example use case: consolidating multiple documents (PO, invoice, BL, shipping manifest) to build a single 7501—AI reads different formats, extracts the right fields, and populates data so humans review instead of retyping. Penny’s rule of thumb: if it’s a task you’d happily delegate to an intern, it’s a candidate for automation or semi‑automation. AI frees people to focus on high‑value work: audits, wider coverage (5% → 99%), forecasting regulatory changes, and adjusting systems/processes for what’s coming next.​ Starting your AI journey: practical adoption path Step 1: Use free or existing tools (e.g., Microsoft Copilot) for summaries, data cleaning, and simple tasks. Step 2: When needs get more complex, consider specialized AI tools (like PAX’s AI‑powered duty drawback service), but pair them with solid ROI analysis: cost vs. time savings vs. recovered dollars. Step 3: For large enterprises, begin with defining pain points and a data strategy: Where do you spend the most time? Which activity is eating 90% of your bandwidth? What data will go into AI, and what exactly do you want back out?​ Overcoming fear and building buy‑in Penny’s take: curiosity is your best ally—if you don’t know how to use AI, start by asking AI how to use AI. Jennifer’s advice: Engage stakeholders early; give them a voice in how the tool is designed and used. Set realistic expectations—even with aggressive automation, maybe only ~30% of workload can be automated today. Focus human effort on strategy and change management, not repetitive admin.​ Choosing the “right” AI for your team Not every company needs every AI—e.g., if you classify one item a month, a classification platform may not be worth it. For trade leaders, tool selection should be guided by: Where you lose the most time or money. Data type mix (text + structured data). Compliance/guardrail needs and vendor transparency about models and controls. Conferences like ICPA are key: they surface real use cases, connect trade and tech experts, and help teams refine what they actually need.​ International Women’s Day Spotlight This episode also celebrates International Women’s Day and highlights women leading in trade, tech, and compliance—from OEMs to AI startups. Annik closes with a shoutout to all women in trade who are building, leading, and pushing the industry forward.​ Credits Host: Annik Sobing Guests: Jennifer (Volvo Group), Penny (PAX) Recorded at: ICPA Conference, San Antonio, TX   Listen & Subscribe Simply Trade main page: https://simplytrade.podbean.com​ Apple Podcasts: https://podcasts.apple.com/us/podcast/simply-trade/id1640329690​ Spotify: https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq​ Amazon Music: https://music.amazon.com/podcasts/8de7d7fa-38e0-41b2-bad3-b8a3c5dc4cda/simply-trade​ Connect with Simply Trade Podcast page: https://www.globaltrainingcenter.com/simply-trade-podcast​ LinkedIn: https://www.linkedin.com/showcase/simply-trade-podcast​ YouTube: https://www.youtube.com/@SimplyTradePod​ Join the Trade Geeks Community Trade Geeks (by Global Training Center): https://globaltrainingcenter.com/trade-geeks/  

Host: Cindy Allen Show: Simply Trade – Cindy’s Version Published: March 6, 2026 Length: ~13 minutes Presented by: Global Training Center Ready For It? CBP’s IEEPA Refund Proposal Drops—Here’s What’s Next Cindy Allen, CEO of TradeForce Multiplier, dives into the latest trade developments through Taylor Swift’s “Ready For It?”—perfect for the “let the games begin” drama unfolding in IEEPA refund hearings. From DHS shakeups and Section 122 lawsuits to CBP’s just‑filed refund blueprint, Cindy unpacks the mechanics, open questions, and what importers/brokers should do now.​ What You’ll Learn in This Episode DHS leadership change Secretary Noem removed; scuttlebutt suggests more exits at DHS/CBP headquarters. New nominee: Oklahoma senator with broad congressional/President support (not yet formal).​ Section 122 tariff challenges 24 states sue in Court of International Trade, arguing Section 122 doesn’t meet “imbalance of payments” requirement for universal tariffs. Commerce Secretary Besant hints at 15% rate hikes for specific industries, potentially violating Section 122’s uniform application rule—no movement yet (as of Friday afternoon).​ USMCA signals Congress supports extension, but President has final say. Discussions on trilateral vs. bilateral (U.S.–Canada, U.S.–Mexico); some push for 1‑year extension to renegotiate post‑tariff chaos.​ Global disruptions Iran war halts Strait of Hormuz traffic, backing up oil tankers and vessels reliant on that fuel—broad transportation ripple effects.​ USTR advisory opportunity Nominations open for 4 USTR trade advisory groups (separate from COAC)—check Federal Register notices. Chance to influence policy, build government/industry relationships.​ Why “Ready For It?” Cindy channels Taylor Swift’s “Ready For It?” for the IEEPA refund “dating game” between DOJ, CBP, and CIT: Federal Circuit rejected government’s 90‑day delay request, remanded immediately to CIT. CIT hearing (March 4) was “entertaining” bickering—judge ruled no suit needed for non‑final entries and ordered CBP to liquidate without IEEPA duties. CIT conference (March 6, closed): CBP filed a refund proposal.​ CBP’s IEEPA Refund Proposal Breakdown How it would work: Importers file ACE declaration with Excel list of affected entries. ACE runs validations, auto‑recalculates IEEPA refund. CBP verifies declaration accuracy. ACE auto‑liquidates; CBP certifies; Treasury issues refunds (as normal). Estimated 45 days for CBP programming.​ Open questions: Entry updates: ACE is system of record—will underlying entry summaries be corrected? (Critical for protests, PSCs, reconciliation, drawback.) Broker involvement: ABI required? Broker systems need programming? Push/pull updates? Reconciliation: How handled in bulk process? PSC/audit impact: Can filers still correct misclassifications post‑bulk liquidation? (Protests harder than PSC.) Liquidation halt: CBP questions authority to pause during 45‑day programming (hundreds of thousands liquidated March 6).​ Key Takeaways CIT has jurisdiction; expect CBP proposal review/dialogue—trade associations pushing entry updates. Programming delays + ABI sync = potential months before refunds flow. Liquidation is automatic unless stopped—monitor your entries closely. “Let the games begin”—are you ready for the IEEPA refund process?​ Credits Host: Cindy Allen Producer: Annik Sobing  Listen & Subscribe Simply Trade main page: https://simplytrade.podbean.com​ Apple Podcasts: https://podcasts.apple.com/us/podcast/simply-trade/id1640329690​ Spotify: https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq​ Amazon Music: https://music.amazon.com/podcasts/8de7d7fa-38e0-41b2-bad3-b8a3c5dc4cda/simply-trade​ Connect with Simply Trade Podcast page: https://www.globaltrainingcenter.com/simply-trade-podcast​ LinkedIn: https://www.linkedin.com/showcase/simply-trade-podcast​ YouTube: https://www.youtube.com/@SimplyTradePod​ Join the Trade Geeks Community Trade Geeks (by Global Training Center): https://globaltrainingcenter.com/trade-geeks/  

Hosts: Lalo Solorzano Guests: Eric Hargraves – Elliott Davis Cindy Allen – Trade Force Multiplier Mark Segrist – Sandler, Travis & Rosenberg Recorded Live At: The International Compliance Professionals Association (ICPA) Annual Conference in San Antonio. Episode Summary In this special live conference episode, Lalo sits down with three trade experts at the ICPA Annual Conference to unpack one of the biggest trade law developments in years: the Supreme Court ruling limiting the use of IEEPA for tariff authority. Together, Eric Hargraves, Cindy Allen, and Mark Segrist break down what the decision actually means, how the administration pivoted immediately to other tariff tools, and why importers should not assume refunds are guaranteed. The conversation dives into the legal fallout, enforcement uncertainty, and compliance strategies companies should be thinking about right now, including protests, litigation strategies, and how trade compliance is rapidly becoming a C-suite level issue. If you’re trying to understand the real-world impact of the ruling, tariff stacking, and what actions importers should be taking today, this discussion delivers practical insight straight from the conference floor. Key Takeaways The Supreme Court Limited Presidential Tariff Authority Under IEEPA The Court ruled that the president cannot impose tariffs using IEEPA, emphasizing that taxation powers belong to Congress under the Constitution. The Administration Immediately Pivoted to Other Tools With IEEPA tariffs struck down, the administration quickly shifted toward Section 122 and other statutory authorities, showing that tariff policy will continue through different mechanisms. Tariff Stacking and Complexity Are Increasing Importers now face potential layers of tariffs under Section 232, Section 301, Section 122, and other mechanisms, making duty calculations and compliance far more complex. Refunds Are Not Guaranteed Even though the ruling invalidated certain tariffs, experts warn that refunds are not automatic, and companies must actively preserve their rights. Importers Must Take Action Now Companies should be monitoring liquidation dates, filing protests when necessary, and considering litigation options to protect their ability to recover duties. Trade Compliance Is Now a Strategic Function Trade and customs issues have moved from back-office compliance work to strategic discussions at the executive level, impacting supply chains, costs, and global operations. Notable Topics Discussed The Supreme Court decision on IEEPA tariffs Section 122 as the administration’s immediate fallback tool How tariff stacking affects real duty rates Litigation strategies and the growing role of the Court of International Trade Why companies should file protests and protect their refund rights The rise of trade compliance as a strategic corporate function Resources & References International Compliance Professionals Association (ICPA) ICPA on LinkedIn ICPA LinkedIn Group About the Guests Eric Hargraves A trade and customs specialist with Elliott Davis who advises companies on navigating complex regulatory frameworks and trade enforcement issues. Cindy Allen Founder of Trade Force Multiplier and a leading voice in customs compliance, supply chain strategy, and global trade education. Mark Segrist Attorney with Sandler, Travis & Rosenberg focusing on international trade law, customs regulations, and tariff litigation. Join the Conversation What do you think this ruling means for importers and future tariff policy? Join the discussion and share your thoughts with the Simply Trade community. Credits Host: Lalo Solorzano Guests: Eric Hargraves Cindy Allen Mark Segrist Produced by: Global Training Center Subscribe & Follow Follow Simply Trade to stay updated on the latest insights in global trade and customs compliance. YouTube: https://www.youtube.com/@simplytradepod Spotify: https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq Apple Podcasts: https://podcasts.apple.com/us/podcast/simply-trade/id1640329690 Connect With Us Lalo Solorzano: https://www.linkedin.com/in/lalosolorzano/ Andy Shiles: https://www.linkedin.com/in/andyshiles/ Global Training Center: https://www.linkedin.com/company/global-training-center Join the Trade Geeks community: https://globaltrainingcenter.com/portal/

Hosts: Renee Chiuchiarelli & Julie Parks Length: ~15 minutes Format: Simply Trade Tips Episode Summary Welcome to Series 6 of Simply Trade Tips. This series tackles a foundational — and often overlooked — issue in global trade: Where does Customs actually sit inside your organization? In this opening episode, Renee and Julie lay the groundwork by breaking down the three most common organizational structures and how each one impacts customs operations, compliance authority, budgeting, and risk management. Because here’s the truth: Customs rarely fails because people don’t care. It fails because it’s structurally misaligned. This episode sets the foundation for understanding how org structure dictates decision-making, funding, escalation paths, and ultimately — compliance outcomes. Why Org Structure Matters for Customs Customs sits in the middle of everything: Procurement Finance Logistics Legal Tax Sales & contracts Export operations Yet it rarely “owns” all the decisions that affect it. That misalignment can create compliance gaps, conflicting priorities, and operational tension between speed and governance. Follow the money. Follow the reporting lines. That’s where risk lives. The Three Core Organizational Structures 1️⃣ Centralized (Functional) Structure Definition: Departments operate in defined lanes (Supply Chain, Finance, Legal, Sales), each with its own leadership. Where Customs Usually Sits: Under Supply Chain Under Legal Occasionally under a dedicated Trade Compliance function Upside: Clear ownership Defined reporting line Often its own budget (if structured well) Downside: Under Supply Chain → can become overly execution-focused (velocity & cost driven) Under Legal → can become overly compliance-focused and disconnected from operations If no independent budget → strategy becomes fragmented Key theme: Budget authority drives strategic control. 2️⃣ Decentralized (Divisional) Structure Definition: Trade responsibilities are spread across business units, regions, or product lines. Each division may manage its own customs activity. Upside: Faster decision-making Direct access to business leaders Local agility Downside: Inconsistent processes across divisions Requires corporate oversight or council to maintain standards Heavy reliance on influence rather than authority This model works — but it requires strong coordination and governance discipline. 3️⃣ Matrix (Hybrid) Structure Definition: Dual reporting lines — often operationally to Supply Chain, dotted line to Legal, Tax, or Finance. This is where many global organizations land. Reality of the Matrix: Multiple “bosses” Consensus-driven decisions Speed vs. compliance tension Performance reviews may not align with dotted-line accountability Success in a matrix requires: Clear budget ownership Clear escalation paths Strong consensus-building skills Mature leadership alignment Without alignment, it becomes a tug-of-war between execution and governance. Customs Operations vs. Customs Compliance A critical distinction discussed in this episode: Customs Operations: Entry filings ACE submissions Broker management Day-to-day problem solving Customs Compliance: Classification governance Valuation methodology Origin policy Audit strategy Risk tolerance Julie and Renee strongly advocate for structural separation of these roles — even in small teams. Why? Operations finds errors. Compliance fixes root causes. Both must cross-communicate consistently. When they don’t align, friction, inefficiency, and risk increase. Real-World Red Flags Renee and Julie call out four common structural warning signs: 🚩 1. Customs buried too deep Under logistics, contracts, or sales without escalation authority. 🚩 2. Broker “owns” compliance Brokers file entries — they do not own your risk. 🚩 3. No executive sponsor A sponsor is not a cheerleader — it’s a leader who clears roadblocks and escalates risk appropriately. 🚩 4. Customs is not the budget holder If you don’t control funding, you don’t control strategy. The Big Takeaway There is no “perfect” structure. Centralized, decentralized, and matrix models can all work. But maturity shows up in: Clear decision rights Budget authority Executive sponsorship Alignment between operations and compliance Structure doesn’t eliminate risk. Misalignment creates it. This Episode’s FIO (Figure It Out) Take a hard look at your organization: Which structure are you operating in — centralized, decentralized, or matrix? What’s working well? Where are the structural gaps? Who holds the budget and escalation authority? Because you can’t fix what you haven’t identified. Future episodes in this series will focus on how to modernize or optimize each model — whether through small tweaks or major reorgs. Join the Conversation Where does Customs sit in your organization? And more importantly — is it positioned for influence or just paperwork? Let us know inside the Trade Geeks Community or connect with us on LinkedIn. Credits Hosts: Renee Chiuchiarelli Julie Parks Producer: Lalo Solorzano 🎧 Subscribe & Follow New Simply Trade Tips episodes every Tuesday. Presented by Global Training Center — providing education, consulting, and compliance resources for trade professionals worldwide. Listen & subscribe: YouTube Spotify Apple Podcasts

Host: Annik Sobing Guest: Kenneth G. Peters Published: February 2026 Length: ~20 minutes Presented by: Global Training Center GTM Software Prep: Don't Install Until You've Done These 3 Things First In this Simply Trade Roundup, Annik talks with Kenneth G. Peters, President at MIC US and Director of Commercial Operations in North America, about Global Trade Management (GTM) software—specifically, what trade teams must do before implementation to avoid creating “digital chaos.” Ken shares real talk from his ATCC presentation on data cleanup, process mapping, and testing, plus why “cleaning your data like you're hosting the in-laws” is now his signature advice. Shoutout to Alison for the killer slides.​ What You’ll Learn in This Episode Ken’s new grandpa status (the little guy is 7 months old—congrats!) and why it’s the “next step in life” that keeps him energized for trade tech.​ The #1 mistake companies make with GTM software Data cleanup first: Don’t dump junk into GTM. Scrub inactive vendors, obsolete parts, invalid HS codes (like 111111 or all zeros). Clean it like you're hosting the in-laws—no mess allowed. Why: GTM amplifies what you give it. Bad data in = faster mistakes out.​ Avoid the “Big Bang” implementation trap Don’t try to do everything at once (denied party screening + classification + FTA rules + solicitation). Start small: Classification (builds the foundation—parts, HS codes, values). Denied party screening (uses your vendor/part data). FTA analysis (relies on classification/HS from step 1). Why: Master data dependencies mean you build once and reuse everywhere.​ Processes over pixels GTM won’t fix broken workflows. Map your processes before going live. If your current setup is emailing Excel files between systems, you’re not automating—you’re digitizing chaos. True automation: ERP ↔ GTM via SFTP, APIs, XML—no human hands on keyboards. Reduces errors, speeds everything up.​ Who owns what after go‑live MIC US (GTM provider): Manages the software backend—reg updates, HS databases, platform maintenance. Your team: Owns the process (classification, entry creation, decision‑making). Someone still reviews outputs for accuracy. No “managed services” from MIC—GTM is a tool, not a full‑service outsource.​ Testing: where most implementations fail Allocate real time and resources to testing—don’t rush it. Test end‑to‑end: data flow, workflows, edge cases. Why: Skipped or rushed testing = live problems that cost more to fix later.​ “If your systems are emailing Excel files to each other, you're not automating” Ken’s golden rule: Hands‑off data flow (ERP → GTM) eliminates errors. Excel handoffs = manual errors waiting to happen.​ Key Takeaways Clean data first: Active parts, valid HS, no ghosts—GTM makes good data shine and bad data explode.​ Start small, build smart: Classification → screening → FTA, not “big bang everything.”​ Fix processes before pixels: GTM won’t save broken workflows; it speeds them up.​ Testing = non‑negotiable: Rushed testing = expensive live fixes.​ GTM is a force multiplier—if your foundation is solid.​ Credits Host: Annik Sobing Guest: Kenneth G. Peters, President, MIC US Producer: Annik Sobing  Listen & Subscribe Simply Trade main page: https://simplytrade.podbean.com​ Apple Podcasts: https://podcasts.apple.com/us/podcast/simply-trade/id1640329690​ Spotify: https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq​ Amazon Music: https://music.amazon.com/podcasts/8de7d7fa-38e0-41b2-bad3-b8a3c5dc4cda/simply-trade​ Connect with Simply Trade Podcast page: https://www.globaltrainingcenter.com/simply-trade-podcast​ LinkedIn: https://www.linkedin.com/showcase/simply-trade-podcast​ YouTube: https://www.youtube.com/@SimplyTradePod​ Join the Trade Geeks Community Trade Geeks (by Global Training Center): https://globaltrainingcenter.com/trade-geeks/  

Host: Cindy Allen Show: Simply Trade – Cindy’s Version Published: February 27, 2026 Length: ~15 minutes Presented by: Global Training Center All Too Well: One Week Post-IEEPA, Still Not Fine at All One week after the Supreme Court struck down IEEPA tariffs, Cindy Allen, CEO of TradeForce Multiplier, delivers the latest update through the lens of Taylor Swift’s “All Too Well.” She breaks down the lingering uncertainty—“I know it’s long gone and the magic’s not here no more… I might be okay, but I’m not fine at all”—and what importers, brokers, and service providers should do next amid shutdowns, pending bills, and shifting tariff authorities.​ What You’ll Learn in This Episode Legislative landscape Three new bills introduced on IEEPA refunds: two support refunds for importers; one opposes and ties refunds to consumers (challenging in practice). Other pending bills (eliminating first sale, non‑resident importer status, new licensing program) are unlikely to move soon. IEEPA refund bills could gain traction if courts rule against refunds—watch for Congress to act.​ DHS shutdown impacts Ongoing due to budget issues; most CBP personnel are working without pay (be kind!). Trade interactions limited as “non‑essential”: canceled meetings, no new conference appearances. TSA PreCheck spared (shutdown threat revoked); Global Entry inactive due to staffing.​ CBP updates and waits Still awaiting Section 232 valuation guidance for steel/aluminum/copper derivatives—current CBP direction conflicts with executive order language. Trade associations have jointly requested clarity; no response yet.​ Administration signals New trade deals now using Section 122 authority instead of IEEPA. Acceleration planned for remaining 232 investigations and new 301 actions—structured processes with timelines, public input, and notice (no more Friday night surprises).​ Why “All Too Well”? Cindy ties the week to Taylor Swift’s “All Too Well,” capturing trade’s emotional whiplash: IEEPA is “long gone,” but the “magic” of predictability isn’t back. Importers, attorneys, and consultants are swamped with “What now?” calls—Cindy’s attended 5+ webinars with no clear answers. The trade isn’t “fine”—we’re in uncharted territory.​ The Big Questions: If, How, When on IEEPA Refunds IF refunds happen: Supreme Court remanded to lower court, likely landing at Court of International Trade (CIT). Prevailing view: no legal basis to withhold refunds, but scope (“which refunds?”) is unclear.​ HOW to get refunds: Two paths debated: 1581(i) (equitable jurisdiction—broad refunds for all) vs. 1581(a)(denied protests only). Post-summary corrections rejected by CBP—don’t try now. FedEx filed CIT action to protect refund rights. Recommendation: talk to an attorney for tailored advice.​ WHEN to act: Government has 25 days for rehearing request (unlikely); ~7 days admin time; then CIT jurisdiction (~32 days total from Supreme Court). File protests now if entries liquidate soon to preserve rights (CIT may require it under 1581(a)). If no imminent liquidations, wait—process could take months or a year+. Pack patience; this is a long haul.​ Key Takeaways IEEPA tariffs are history, but uncertainty reigns—new authorities (Section 122, accelerated 232/301) fill the gap.​ Support CBP/TSA workers during shutdown—they’re on the job unpaid.​ Consult an attorney ASAP for refund strategy; don’t sleep on protest deadlines.​ No quick fixes ahead—trade pros need patience and planning.​ Credits Host: Cindy Allen Producer: Annik Sobing Listen & Subscribe Simply Trade main page: https://simplytrade.podbean.com​ Apple Podcasts: https://podcasts.apple.com/us/podcast/simply-trade/id1640329690​ Spotify: https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq​ Amazon Music: https://music.amazon.com/podcasts/8de7d7fa-38e0-41b2-bad3-b8a3c5dc4cda/simply-trade​ Connect with Simply Trade Podcast page: https://www.globaltrainingcenter.com/simply-trade-podcast​ LinkedIn: https://www.linkedin.com/showcase/simply-trade-podcast​ YouTube: https://www.youtube.com/@SimplyTradePod​ Join the Trade Geeks Community Trade Geeks (by Global Training Center): https://globaltrainingcenter.com/trade-geeks/

Hosts: Lalo Solorzano & Andy Shiles Episode Length: ~ 44 min. Published: February 25, 2026 Episode Summary The Supreme Court has ruled on the use of IEEPA tariffs — and the trade community immediately started asking the same question: Now what? In this episode of Simply Trade, Lalo and Andy break down what the SCOTUS decision really means (and just as importantly, what it does not mean). They walk through the operational, financial, and compliance implications for importers, including refund strategies, protests, PSC filings, and what role the Court of International Trade may still play. This is not a political conversation — it’s a practical one. If you’re an importer, broker, trade attorney, or compliance leader trying to understand next steps, this episode gives you the strategic roadmap. Key Discussion Points What the Supreme Court actually ruled on regarding IEEPA What this decision does not affect (Section 232, 301, etc.) Whether importers should file PSCs, protests, or wait The role of the Court of International Trade (CIT) Refund timing and cash flow implications The possibility of alternative tariff authorities (including Section 122) Why internal data analysis is critical right now How compliance programs can prepare for future shifts Why This Matters For companies that paid duties under IEEPA authority, this decision could mean: Significant refund opportunities Strategic filing decisions Litigation exposure Executive-level reporting requirements Reassessment of long-term sourcing strategy But acting too quickly — or without data — could create unnecessary risk. Lalo and Andy emphasize that now is the time for: Data gathering Executive briefings Controlled decision-making Clear documentation A strong compliance foundation Practical Takeaways Don’t assume automatic refunds — process matters. Evaluate PSC vs. protest options carefully. Monitor CIT developments closely. Keep leadership informed with quantified impact analysis. Use this moment to strengthen your compliance framework. Resources U.S. Supreme Court: Supreme Court Decision on IEEPA U.S. Court of International Trade: https://www.cit.uscourts.gov Global Training Center: https://www.globaltrainingcenter.com Trade Geeks Community: https://globaltrainingcenter.com/portal/ Credits 🎙️ Hosts: Lalo Solorzano Andy Shiles 🎬 Production & Media: Global Training Center 🎧 Podcast: Simply Trade Subscribe & Follow 🎧 YouTube: https://www.youtube.com/@simplytradepod?utm_source=SimplyTradePodcast 🎧 Spotify: https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq?utm_source=SimplyTradePodcast 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/simply-trade/id1640329690?utm_source=SimplyTradePodcast Connect With Us 🔹 Lalo Solorzano https://www.linkedin.com/in/lalosolorzano/ 🔹 Andy Shiles https://www.linkedin.com/in/andyshiles/ 🔹 Global Training Center LinkedIn https://www.linkedin.com/company/global-training-center?utm_source=SimplyTradePodcast Want to Be on the Show? Have a perspective on trade developments, compliance strategy, or real-world implementation challenges? Reach out — we’d love to feature voices from across the industry.

Series 5 – Episode 6 Hosts: Renee Chiuchiarelli & Julie Parks (Hammer & Heels) Length: ~12 minutes Format: Simply Trade Tips Episode Summary In this final installment of the Trade & Tech series, Renee and Julie deliver what many listeners have been asking for: 👉 Who should we call when we’re ready to automate? This episode serves as a practical cheat sheet — a high-level recap of the key categories of trade technology and the types of providers operating in each space. From product and entity data to import/export execution, learning platforms, and audit analytics, Renee and Julie walk through where automation fits, what problems it solves, and what types of solutions companies are leveraging today. They also emphasize an important disclaimer: the trade tech space is evolving rapidly. New entrants are emerging, existing platforms are expanding capabilities, and buyers should always conduct current research before issuing an RFP. The goal of this episode isn’t endorsement — it’s orientation. Series Recap: The Big Picture Across this series, one theme remained constant: Trade is too complex to run on spreadsheets forever. Technology doesn’t replace trade professionals — it strengthens them. Clean data drives better decisions. Automation builds structure, execution, capability, and proof. Episode Breakdown Episode 1: The Foundation Trade programs often rely on tribal knowledge and heroics Technology introduces structure Data in → Decisions out → Proof stored Episode 2: Product & Entity Data Focus: Organizing trade requirements at the product and company level Categories discussed: Classification & denied party screening platforms End-to-end compliance tools with workflow and audit logs Supplier onboarding and traceability tools (including UFLPA and CTPAT support) Supply chain intelligence platforms Broker-enabled onboarding tools Key takeaway: If your product and supplier data isn’t clean, everything downstream — entries, audits, refunds — gets messy. Episode 3: Importing & Exporting Execution Focus: Running the day-to-day engine Areas covered: Entry filing & broker connectivity Document management & visibility Transportation Management Systems (TMS) Export controls & licensing workflows Leveraging broker and forwarder technology stacks Important reminder: Tariff exposure and compliance risks often start upstream — automation must support early decision-making, not just filing. Episode 4: Learning & Embedded Education Focus: Building capability Calendar training vs. real-time (inflow) learning Role-based, embedded, and trackable education LMS integration and audit defensibility Continuous reinforcement vs. one-time onboarding Learning isn’t a side activity — it’s infrastructure. Episode 5: Auditing & Analytics Focus: Proof and defensibility Automation supports: Classification consistency Valuation flags FTA claims validation PGA data checks Entry accuracy monitoring Tools often connect to: GTM platforms ERP systems Broker data feeds ACE data Business intelligence dashboards Bottom line: Audit tech helps companies identify overpayments, prevent penalties, and stay ready for CBP review. The Big Wrap If you remember nothing else from this series: Product & entity tech gives you structure. Import/export tech gives you execution. Learning tech gives you capability. Auditing tech gives you proof. Where Should You Start? Start where the pain is greatest: Too many manual screening hits? → Automate denied party screening Supplier questionnaire chaos? → Traceability tools Entry surprises or duty errors? → Execution platforms Constant fire drills? → Auditing & monitoring tools And don’t forget: Your customs broker or freight forwarder may already offer automation tools embedded in their services — often more cost-effective than standalone implementation. This Episode’s FIO (Figure It Out) Ask your broker or freight forwarder: 👉 What automation tools are already available to us? 👉 What data visibility can we access today? 👉 What are we not leveraging? Sometimes the first step isn’t buying new software — it’s using what you already have. Join the Conversation Which area of trade automation are you prioritizing in 2026? Structure? Execution? Capability? Proof? Join us inside the Trade Geeks Community and let us know where you’re starting. Credits Hosts: Renee Chiuchiarelli Julie Parks Producer: Lalo Solorzano 🎧 Subscribe & Follow New Simply Trade Tips episodes every Tuesday. Presented by: Global Training Center — education, consulting, workshops & compliance resources for trade professionals. 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 & share with your fellow trade geeks!

Host: Annik Sobing Guest: Scott Sorenson (CEO at CITTA Brokerage Company)  Published: February 2026 Length: ~25–30 minutes Presented by: Global Training Center IEEPA Tariffs Struck Down: What Importers Can Do Now (and What They Still Can’t) In this Simply Trade Roundup, Annik talks with Scott Sorenson, CEO of SIDA Brokerage, about the Supreme Court’s decision that the president exceeded his authority by using the International Emergency Economic Powers Act (IEEPA) to impose broad, revenue‑raising tariffs—and what that actually means for importers on the ground. They unpack which tariffs are impacted, what stays in place, key timing details, the refund question, and how duty drawback fits into all of it.​ What You’ll Learn in This Episode What the Supreme Court actually decided Why the Court held that tariffs are fundamentally a tax, and that power belongs to Congress unless clearly delegated by statute. How the ruling targets IEEPA‑based tariffs, not all tariffs.​ Which tariffs are affected—and which are not Impacted: The 2025 “drug trafficking” (fentanyl) tariffs on Mexico, Canada, and China (25% under an emergency declaration). The later “reciprocal” tariffs, also imposed under IEEPA, with rates starting at 10% and going higher based on perceived trade imbalances. Not impacted: Section 232 (steel/aluminum) and Section 301 tariffs introduced in Trump’s first term (2018–2019), which remain in place and were not struck down.​ Key timing: when IEEPA tariffs actually stop CBP will stop collecting IEEPA tariffs on goods entered for consumption or withdrawn from warehouse for consumption on or after 12:00 a.m. Eastern, February 24, 2026. Goods entering or withdrawn before that time (including February 23) are still being charged IEEPA duties, despite the Court’s ruling—creating a frustrating “limbo” day for importers.​ The big unknown: refunds on IEEPA duties It is still unclear whether, and how, importers can obtain refunds of IEEPA tariffs already paid. Many trade attorneys are advising against simple protests and instead suggesting participation in, or filing of, Court of International Trade lawsuits as the likely avenue—though eligibility and timelines remain unsettled. Open questions include whether only parties that joined lawsuits before the Supreme Court decision will qualify, and how any refund mechanism would practically work given estimates of over 100 billion dollars collected.​ New 15% global tariff under Section 122 Following the ruling, President Trump announced a 10% global tariff, then quickly raised it to 15%, on top of all existing non‑IEEPA tariffs. This measure relies on Section 122 of the 1974 Trade Act, which allows the president to impose tariffs for up to 150 days. Scott expects this to serve as a bridge while the administration seeks a longer‑term, more permanent tariff framework—possibly through new legislation or other authorities.​ Duty drawback: where it fits and where it doesn’t Duty drawback basics: refunds of duties/tariffs on imported goods that are later exported or destroyed, a program that has existed for nearly 250 years and has become more critical as tariffs have risen. Inconsistencies across programs: Fentanyl/“drug trafficking” IEEPA tariffs were explicitly ineligible for drawback. Reciprocal IEEPA tariffs were eligible. Section 232 tariffs are not eligible; Section 301 tariffs are. For the new Section 122 15% tariffs, eligibility will likely depend on whether they are explicitly excluded in future guidance. Historically, exclusions have been clearly spelled out, so silence may mean eligibility.​ Drawback vs. potential IEEPA refunds Drawback is separate from any Supreme Court‑related IEEPA refund mechanism. Importers that already claimed drawback on IEEPA‑burdened goods and later receive a broader IEEPA refund would need to avoid double dipping—likely refunding drawback amounts if they also get a full tariff refund via litigation/settlement. For importers that don’t export, drawback isn’t an option, so any recovery depends entirely on whatever refund path, if any, emerges for IEEPA tariffs.​ Should you start or expand a drawback program now? Scott’s answer: yes, especially if you export. Reasons: Tariff volatility is likely to continue, and the administration has signaled interest in more and longer‑term tariffs. Drawback is one of the few mitigation tools that works retroactively, not just going forward. Setting up a drawback program and getting CBP approval takes time; starting now puts you closer to the front of the line for future refunds.​ Key Takeaways The Supreme Court has ended IEEPA’s use as a broad revenue tool, but IEEPA tariffs are only stopping prospectively as of February 24, and refund mechanics for the past year remain unresolved.​ Section 232 and 301 tariffs are untouched and remain fully in force; the tariff landscape is far from “back to normal.”​ A new 15% Section 122 global tariff is already in play and may evolve into something more permanent, so importers should plan for continued elevated duty costs.​ Duty drawback remains a powerful, underused mitigation strategy—especially given the uncertainty around IEEPA refunds and future tariffs.​ Presented by: Global Training Center​ Listen & Subscribe Simply Trade main page: https://simplytrade.podbean.com​ Apple Podcasts: https://podcasts.apple.com/us/podcast/simply-trade/id1640329690​ Spotify: https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq​ Amazon Music: https://music.amazon.com/podcasts/8de7d7fa-38e0-41b2-bad3-b8a3c5dc4cda/simply-trade​ Connect with Simply Trade Podcast page: https://www.globaltrainingcenter.com/simply-trade-podcast​ LinkedIn: https://www.linkedin.com/showcase/simply-trade-podcast​ YouTube: https://www.youtube.com/@SimplyTradePod​ Join the Trade Geeks Community Trade Geeks (by Global Training Center): https://globaltrainingcenter.com/trade-geeks/

Host: Cindy Allen Published: February 20, 2026 Length: ~18 minutes Presented by: Global Training Center Summary “Tariff Friday” may go down as one of the most pivotal days in recent trade history. In this episode of Simply Trade: Cindy’s Version, Cindy Allen breaks down the U.S. Supreme Court’s 6–3 decision ruling that IEEPA does not authorize the President to impose tariffs. The Court found that the authority to levy taxes and tariffs belongs to Congress, and that the term “regulate” under IEEPA does not include the power to raise revenue. Inspired by Taylor Swift’s Opalite, Cindy walks through what the ruling actually says, what it does not say, and what importers and customs brokers should do right now while awaiting further instruction from the Court of International Trade (CIT) and CBP. The decision may have brought sunlight—but operational clarity will take time. This Week in Trade (Before the Ruling) • Awaiting details on Taiwan 15% MFN (or higher) structure • Pending clarification on India IEEPA reciprocal adjustment (25% to 18%) • Indonesia agreement announced with 19% tariff and textile tariff-rate quota • No movement on elimination of First Sale • No further action on ending IEEPA on Canada • U.S. manufacturing indicators down; stock market up The Supreme Court Decision The Supreme Court issued a 6–3 opinion finding that IEEPA does not grant authority to impose tariffs. Key findings: • IEEPA contains nine enumerated action verbs — none include taxing or raising revenue • Congress alone holds the constitutional authority to levy tariffs • Specific delegated authorities (Sections 301, 232, 122, 338) include limitations and procedural controls • Because Congress created these specific tariff authorities, a broad IEEPA tariff authority cannot be implied • During peacetime, the President does not have independent tariff authority The Court remanded the case back to the lower court — likely the U.S. Court of International Trade (CIT) — which must now issue implementation instructions. What We Still Don’t Know • When the CIT will issue instructions • When (or if) CBP will suspend IEEPA tariff collection • Whether refunds will be automatic or require action • Whether de minimis is affected • Whether related trade agreements tied to IEEPA remain intact • Whether the administration pivots to Section 122 or 338 authorities What Importers Should Do Right Now Cindy’s recommendation is clear: Continue paying duties until formal CBP guidance is issued. Why? • Duties were in effect at time of entry • Monthly statement entries could otherwise be considered unpaid • CBP systems still contain IEEPA tariff numbers and edit checks • Programming updates will take time Stopping payment prematurely could create compliance risk. Refunds, when issued, will likely require formal action — potentially protests, post-summary corrections, or other ACE updates. Given the volume of entries involved, automatic refunds appear unlikely. Key Takeaways • IEEPA tariffs have been ruled unlawful for revenue purposes • Congress retains sole tariff authority • Operational changes will depend on CIT and CBP implementation • Continue paying duties until official guidance is issued • Refund mechanics remain unclear • Trade professionals must remain disciplined and patient Resources & Mentions • Global Training Center • TradeForce Multiplier • U.S. Supreme Court Opinion (24-1287) Credits Host: • Cindy Allen – LinkedIn • TradeForce Multiplier Producer: • Lalo Solorzano – LinkedIn Subscribe & Follow New episodes every Friday. Presented by Global Training Center — providing education, consulting, workshops, and compliance resources for trade professionals. • Simply Trade Podcast on LinkedIn • Global Training Center on LinkedIn • YouTube • Spotify • Apple Podcasts • Trade Geeks Community