Universities and research organizations play a vital role in the development and advancement of our most critical and sensitive technologies. As the eye of the US Government has become more keenly focused on university export violations, the risks for these institutions have become significantly greater. No university wants to become the poster child for university export control violations, and many programs are increasingly challenged with making sure that their compliance is up to speed.
The realities of complex regulations, increased government scrutiny, and dramatic export control reform create a real challenge for those responsible for compliance at academic and research facilities. Balancing academic freedom for faculty and researchers with compliance - and factoring in the issues specific to foreign national students and faculty - can be overwhelming.
Join us for our four-day comprehensive training on the ins and outs of US export control rules from the perspective of universities and research organizations. While some conferences merely skim the surface, we will delve into the details of the ITAR, EAR, and OFAC rules as they affect the day-to-day operations of these organizations. The comprehensive curriculum is organized to examine the issues in a thorough and methodical manner. Novices will get comprehensive, detailed training on the key rules while experts will have a unique opportunity to master the critical nuances of the rules and hear the viewpoints of their peers on the most complex and daunting compliance challenges.
Private companies who sponsor or work with universities and research laboratories on research projects will also benefit from this training by gaining unique and invaluable insights into the special compliance issues faced by these organizations, facilitating mutually beneficial partnerships between the academic and private sector.
Professional export compliance instructors and a number of respected panelists from the university community will lead the training, discussions, and hands-on, practical exercises. Dynamic and methodic instruction - with emphasis on active learning and case studies - will provide compliance professionals from universities, research laboratories, and private enterprise with the complete details of US Export Controls as they apply to the academic and research community.
Who Should Attend:
- University Export Compliance Officers / Contracts Administrators
- Research Lab Export Compliance Officers / Contracts Administrators
- Compliance Professionals from Private Industry Who Collaborate with Universities & Research Labs
CORE CONTENT INSTRUCTORS
SCOTT M. GEARITY is a Principal of BSG Consulting, bringing over a decade of consulting, training, and corporate export compliance program management experience to bear for his clients. Mr. Gearity has substantial experience in military, dual-use, and commercial export controls. His clients have ranged in size from small start-ups to some of the world's largest companies, with a particular focus on the information technology, telecommunications, networking, and software industries. Mr. Gearity joined BSG from Microsoft Corporation, where he was based in Ireland and managed the company's export compliance program for Europe, the Middle East, and Africa. Mr. Gearity holds a Bachelor of Arts degree in international studies and economics from American University. He is a licensed US Customs Broker.
MARC BINDER is a partner with ITC Strategies. Prior to joining ITC Strategies, Marc was the Director of Customs Compliance for Goodrich Corporation where he was responsible for managing the Corporate Customs Compliance program. Prior to that, Marc held trade compliance management positions at TRW and Lockheed Martin - Government Electronics Systems. Marc is a former two term member of the Department of Commerce Regulations and Procedures Technical Advisory Committee (RPTAC) and a former three term member of the Department of State, Defense Trade Advisory Group (DTAG). Marc is a member of the Board of Directors of the Society for International Affairs (SIA) where he is a Director of Planning and Education. Marc is a licensed Customs Broker and is certified in the field of Hazardous Materials Transportation. Marc holds a bachelor's degree from Villanova University and has graduated from the Wharton Management Program, University of Pennsylvania.
GUEST INSTRUCTORS AND PANELISTS
JESSA ALBERTSON is the Senior Export Control Officer at Ohio State University. In this role she is responsible for developing, implementing and leading programs and policies for the university export control compliance program. Jessa works with university administrators and faculty to develop institutional policies, procedures, training and educational materials to meet compliance requirements and improve education regarding the university's research objectives. Prior to coming to Ohio State, Jessa worked in the Office of Export Controls at the University of Oklahoma for 10 years, most recently as the Director. Jessa received her BA and MA in human relations from the University of Oklahoma. She holds professional accreditation as an Export Compliance Professional - EAR/ITAR (ECoP)
JAMES E. BARTLETT III, J.D., LL.M, LCB, is the author of Bartlett's Annotated International Traffic in Arms Regulations ("BITAR"), Bartlett's Annotated Foreign Trade Regulations("BAFTR"), co-author of United States Export Controls (7th ed. 2018), editor of the Society of International Affairs Pocket ITAR, and editor of The Export/Import Daily Update newsletter ("The Daily Bugle"). Jim currently practices law in Washington, DC, and is a partner of the international trade advisory firm, Full Circle Compliance, BV, of Amsterdam and Washington, DC. Mr. Bartlett lectures at the University of Liverpool, the University LUISS law school, Rome, and the Netherlands MOD Defense Academy. He is certified by the Ohio State Attorney General as outside export/import counsel for Ohio colleges and universities. Jim was previously Assistant General Counsel of the Defense Intelligence Agency; Senior Counsel-Export/Import Law, Northrop Grumman Corporation; Director of Global Trade Controls, Harris Corporation; and served as a U.S. Navy JAG officer, including assignment as Assistant Professor of Military Law at the U.S. Naval Academy.
MARY M. BERAN is the Associate Director of Research Integrity Assurance at Georgia Tech Research Corporation at the Georgia Institute of Technology. She has responsibility for the compliance teams and oversight of programs involving Export Controls, Institutional Animal Care and Use Committee (IACUC), Institutional Biosafety Committee (IBC) programs, Institutional Review Entity (IRE) for the review of Dual-Use Research of Concern (DURC), and is an Empowered Official for GIT. Beran serves as a member of several committees including the Export Advisory Board. Externally, she has served as a past Chair of the Association of University Export Control Officers (AUECO) where she has been actively involved in monitoring U.S. Export Control Reform.
JESSICA (JESSIE) BUCHANAN is the Director of Export Compliance at the University of Pennsylvania (Penn). She has overall responsibility for the university's export compliance program and is an empowered official of the university. Prior to joining Penn, Jessie was a medical science writer and editor. Jessie holds a doctorate in Psychology, Program in Behavioral Neuroscience, from the University of Delaware and completed her postdoctoral work in Psychoneuroimmunology at the University of Illinois at Urbana-Champaign.
DOROTA GREJNER-BRZEZINSKA, professor of the Department of Civil, Environmental and Geodetic Engineering, is the Associate Dean for Research at The Ohio State University's College of Engineering. She is a Member of the National Academy of Engineering, and a Fellow of The Insti-tute of Navigation and The Royal Institute of Navigation. She has been PI or co-PI on multiple grants generating $20 million of research expenditures and authored or co-authored 320 papers and given 130 invited talks and keynote lectures in more than 20 countries. Within the college, she has won the Lumley Interdisciplinary Research Award, along with the Harrison Award for Excellence in Engineering Education. She earned her Ph.D. and master's degree at Ohio State.
FELICE LAIRD has been helping companies comply with the US Export Administration and International Traffic in Arms Regulations since 1988. Ms. Laird is a faculty member of the Export Compliance Training Institute which provides live and in-house training, web training, and e-learning solutions to the trade compliance community. Ms. Laird is a recognized expert in encryption export controls and has helped both large and small firms navigate the complex restrictions on the export of cyber security technologies. Ms. Laird is a member of the Presidents Export Council Subcommittee on Export Administration. She has a BA from the University of New Hampshire and an MS in International Business from the American University.
JEANETTE MILLER (invited) is the Deputy Assistant Director for the Licensing Division at the Office of Foreign Assets Control (OFAC) of the U.S. Department of the Treasury where she manages, among other things, the portfolios for Iran and Weapons of Mass Destruction licensing. Prior to joining OFAC in 2007, Jeanette served as a Special Assistant in the Executive Secretary's Office at the Treasury Department. Before joining the Treasury Department, Jeanette worked at the Penn State Dickinson School of Law as the Executive Director of the Arbitration Institute for Law and Practice. She is a graduate of Tulane University School of Law and Arizona State University. Jeanette plans to discuss licensing best practices as well as applicable general licenses and exemptions for higher education.
Elizabeth (Missy) Peloso is the Associate Vice Provost and Associate Vice President for Research Services at the University of Pennsylvania. She previously served as the Director of Export Compliance and retains oversight responsibility for the export compliance program at Penn. She is an empowered official for the University. In addition to export controls, Missy has responsibility for research administration at Penn including pre award activities related to federally and non-profit sponsored research, post-award activities for all sponsored projects at Penn, academic material transfer agreements, and research reporting. Before joining Penn in 2011, Missy was the Director of Research Compliance at the University of Delaware, where she was responsible for a broad range of research compliance areas including export controls. Prior to moving to research administration, Missy was an active researcher in behavioral neuroscience. Missy is a past Chair of AUECO and currently serves on the Board of the Council on Governmental Relations (COGR). Missy is a graduate of Duke University (BSE in biomedical engineering), Carnegie-Mellon University (MS in biomedical engineering) and the University of Delaware (MBA with a concentration in international business).
STACY RASTAUSKAS BRETHERTON is the Vice President for Government Affairs at The Ohio State University. In this role, she represents the University in advocacy before federal, state and lo-cal governments, regulatory agencies, and key policymakers. Stacy works closely with faculty, students and administrators to develop and advance Ohio State's broad government affairs agenda. Stacy regularly works with top U.S. research universities to establish advocacy plans to sustain and increase support for higher education and scientific research. Stacy joined Ohio State in 2004 to open Ohio State's Washington office and led the federal relations team for over a decade. In 2016, she relocated to Columbus to assume the role of Vice President of Government Relations. Prior to Ohio State, she spent six years on Capitol Hill. She holds a Bachelor's of Arts degree in Political Science from Wittenberg University (1998) and a Master's in Public Administration from George Mason University (2005).
EMILY SCHRIVER is Associate General Counsel at The Ohio State University, Ohio's flagship land-grant institution. OSU is one of the largest public AAU research universities and its research expenditures top $980 million annually. Emily provides counsel to the university's Office of Research on all areas of research compliance, including export compliance and sponsored research. Prior to joining the OSU legal staff, Emily was an associate at Hogan Lovells US LLP, in Washington, D.C., practicing in the firm's government contracts and federal research group. Emily graduated from The Ohio State University and the Northwestern University Law School, and clerked for the Honorable Richard C. Tallman on The United States Court of Appeals for the Ninth Circuit.
ELIZABETH WAGNER is the Compliance Officer at The Ohio State University's College of Engi-neering. She is responsible for promoting and ensuring compliance with federal and state law, and university policy. She works closely with Ohio State's Office of Research Compliance Export Control Office to com-municate, and train researchers on, export control and national security issues, and to provide resources to support research compliance. Prior to joining Ohio State last year, she was the director of compliance and policy at the University of Michigan's College of Engineering. She earned her BS at Eastern Michigan University.
JENNIFER ''JEN'' YUCEL joined the Ohio State University in 2004 and is the Associate Vice President, Research Compliance and Director of the Office of Research Compliance. In this role, Jen oversees all research compliance activities across the university, with the office specifically focusing on export controls, research misconduct, conflicts of interest, human gene transfer, human stem cell, facility security clearance and various other compliance areas. Born and raised in Southern California, Jen received her Ph.D. in Cellular Biology from the University of California, San Diego and completed her post-doctoral work at the Ludwig Institute for Cancer Research in La Jolla, California.
**invited guest panelists; speaker panel is subject to change
