Do you find yourself randomly classifying products… when you are not at work? Does the reason why you jump out of bed every morning have anything to do with validating your supply chain to insure trade compliance? Did you sit in your favorite chair wit

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…

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


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.

Hosts Renee Chiuchiarelli Julie Parks Published April 2026 Episode Length ~10 minutes

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

Host: Warrington Ellacott Guest: David A. Johnston Published: April 1, 2026 Length: ~20 minutes Presented by: Global Training Center

Hosts: Renee Chiuchiarelli & Julie Parks Published: March 31, 2026 Length: ~10 minutes Presented by: Global Training Center

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

Hosts: Renee Chiuchiarelli & Julie Parks Published: March 25, 2026 Length: ~10 minutes Presented by: Global Training Center

Host: Annik Sobing Guest: Valentin Povarchuk, Senior Counsel, Acrevis 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” 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

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.

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

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:

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

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:

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

Episode: #444 Hosts: Andy Shiles & Lalo Solorzano Guest: Kristi App, Chief Commercial Officer, Port of New Orleans Published: February 2026 Length: ~35 minutes Presented by: Global Training Center

Series 5 – Episode 5 Hosts: Renee Chiuchiarelli & Julie Parks (Hammer & Heels) Length: ~12 minutes Format: Simply Trade Tips Episode Summary In this episode of Simply Trade Tips, Renee and Julie tackle a topic that doesn't always get the spotlight it deserves: learning. With trade rules shifting constantly — tariff changes, executive orders, enforcement priorities, and regulatory updates — relying on static training or tribal knowledge simply isn't enough. Traditional “calendar training” (scheduled webinars, annual sessions, policy rollouts) still has value, but it's disconnected from daily operations. The big idea? Learning must move from a side activity to core infrastructure. Renee and Julie introduce the concept of “inflow learning” — contextual, real-time training embedded directly into workflow systems. Instead of pausing work to learn, professionals access guidance at the exact moment they need it. This shift makes compliance more resilient, scalable, and defensible in today's enforcement environment. Key Topics Covered Why static training creates operational gaps The difference between: Calendar training (scheduled sessions) Inflow training (embedded, contextual learning) How automation can trigger learning during: Origin determinations Classification decisions Filing processes Audit reviews Role-based learning paths for importers, exporters, and compliance teams Micro-learning triggered by real-time errors Using AI to generate contextual training from existing materials Why regulators expect documented training as part of “reasonable care” How embedded learning reduces repeat errors and improves confidence Why knowledge in trade is no longer theoretical — it impacts entries, exports, and balance sheets immediately Key Takeaways Learning must be integrated into daily workflow, not isolated from it Automation supports better decision-making without replacing expertise Real-time learning reduces repeat errors and strengthens defensibility Training documentation can become powerful evidence during audits Trade compliance in today's environment requires resilience, not just proactivity This Episode's FIO (Figure It Out) Take a moment to evaluate your current training model: Is your team relying mostly on scheduled sessions? Do your systems provide contextual, real-time learning prompts? Have you asked your software provider about embedded guidance tools? Have you explored advanced or hybrid learning models that combine live instruction with digital access? Dip your toe in. Explore what's available. Demand better integration between learning and operations. Join the Conversation How is your organization approaching trade training in 2026? Are you relying on memory — or building infrastructure? Join us inside the Trade Geeks Community and share what you're doing to make learning more resilient. Credits Hosts: Renee Chiuchiarelli Julie Parks Producer: Lalo Solorzano

Host: Annik Sobing Guest: Mollie Sitkowski Published: February 2026 Length: ~25 minutes Presented by: Global Training Center First Sale Under Fire: What Importers Need to Know Now In this Simply Trade Roundup, Annik sits down with trade attorney Mollie Sitkowski to unpack one of the hottest topics in customs right now: first sale and the new Senate proposal that could effectively eliminate it. Recorded on President's Day, this episode breaks down—in normal language—what first sale is, why it became a go‑to mitigation tool after 2018, and what it would mean for importers if Congress redefines “sold for exportation” to a strict last‑sale rule. What You'll Learn in This Episode 2026 so far in trade Why January felt strangely calm, and how February “flipped the switch” back into high gear for the trade community. First sale 101 (plain English) How multi‑tier transactions work: manufacturer → middleman (e.g., Hong Kong parent) → U.S. importer. The valuation statute 19 USC 1401a (transaction value: price paid or payable when sold for exportation to the U.S.). The key question: is the sale “for exportation” at the manufacturer → middleman stage, or at the middleman → importer stage? The Nissho Iwai court decision (1990s) that allowed use of the manufacturer price as the dutiable value if: The goods were clearly destined for the U.S. (through waybills, U.S. labeling/marking, etc.). There was a bona fide sale between manufacturer and middleman (title/risk of loss, inventory, not just a flash pass‑through). Why first sale became so important Before 2018, first sale was mostly used in textiles with high duty rates. After the first round of Trump tariffs (301, 232, etc.), almost all of Mollie's China import clients started using or exploring first sale—because you can't control the HTS list or which country is targeted next, but you can control value. One client even called it “bulletproof mitigation” (with Mollie's caveat: nothing is bulletproof in this environment). Global context and earlier attempts to limit first sale 2007–2008: WTO/GATT valuation guidance interpreting “sold for exportation” as the last sale before import, and how most countries followed that reading. U.S. Customs tried to adopt that approach; the trade community pushed back; Congress stepped in and reaffirmed both the statute and court precedent—Customs cannot unilaterally change 1401a. The new Senate bill: “last sale” language Senators Cassidy and Whitehouse have introduced a bill to amend 19 USC 1401a and define the sale for exportation in two ways: For a single sale: the price paid by the buyer in the U.S. to a foreign seller. For a series of sales: the last sale that introduces the merchandise into the U.S.(i.e., the middleman → U.S. importer transaction). Practical effect: if passed, first sale is gone; only the last sale price would be acceptable for transaction value. What this means for importers Loss of a key, long‑standing legal mitigation tool—importers still pay duties today under first sale; they just pay on a lower manufacturer value instead of the higher middleman price. Many middleman markups are 5% or more—significant when base duties are 20%+ on broad product ranges. Large operational effort: Reversing all the work done to implement first sale (data feeds, documentation, control processes). Changing what gets sent to brokers (switching from manufacturer invoices back to middleman/transfer price invoices). Reworking internal communication among customs, finance, accounting, tax, sourcing, and IT. Likely pressure to raise prices and/or re‑evaluate sourcing—but with the reminder that sourcing shifts are risky when tariff policy can change by tweet or Truth Social post. Why the government cares about eliminating first sale When headquarters/middlemen are outside the U.S. in low‑tax jurisdictions, profit resides offshore. First sale lets importers avoid paying customs duties on that offshore markup, so the U.S. loses both tax revenue and potential duty revenue. The bill's stated goals: increase customs revenue, strengthen tariff enforcement, and “simplify” CBP oversight by avoiding upstream pricing debates. What you can do now This is a congressional process, not just an agency policy shift—your senators and representatives will vote. Mollie's advice: Educate your leadership about how much you save through first sale and what losing it would cost (duties, margins, jobs, pricing). Reach out to congressional offices in your district/state and explain real‑world impacts on your business and employees. Use this moment like 2007–2008, when trade community pushback and congressional action kept first sale alive. Looking ahead If the bill passes, importers will have to: Stop using first sale and revert to last‑sale valuation. Rebuild systems and procedures to align with the new statute. Prepare for increased duty spend and strategy shifts (pricing, sourcing, cost absorption). If it doesn't, expect continued scrutiny and heavy documentation requirements for anyone using first sale. 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 Show: Simply Trade – Cindy's Version Published: February 13, 2026 Length: ~15 minutes Presented by: Global Training Center State of Grace: Tariffs, First Sale Under Fire, and a Glimmer of Stability In this episode of Cindy's Version, Cindy Allen, CEO of TradeForce Multiplier, walks through another busy week in global trade and ties it to Taylor Swift's “State of Grace”—focusing on the idea that, despite the shock of recent policy shifts, this is still a “worthwhile fight” for trade professionals. From new trade deals to challenges against tariff policy and first sale threats, Cindy explains what's changing and where there are signs of hope. What You'll Learn in This Episode New trade deals and tariff shifts A U.S.–Taiwan deal capping total tariffs at 15% (either limiting MFN above 15% or applying 15% where MFN is lower). Details emerging on agreements with Guatemala, El Salvador, Argentina, and an India deal rolling back some reciprocal tariffs tied to India's Russian oil purchases. Where to find official text and specifics: USTR's website. Border infrastructure and electronic bonds The administration's threat to block the opening of the long‑planned Gordie Howe Bridge between Detroit and Ontario over funding/ownership disputes, and why Canada and Michigan intend to proceed regardless. How this new public crossing will compete with the privately owned Ambassador Bridge for billions in daily cross‑border trade. CBP's move to mandate electronic surety bond filing for all bonds, formalizing what many brokers, importers, and sureties already do—and why Cindy strongly supports it. Section 232 guidance softens (slightly) New CBP guidance on 232 tariffs for steel, aluminum, and copper, dialing back earlier aggressive interpretations. Trade groups have received written clarification allowing certain labor/overhead costs to be prorated into steel/aluminum values instead of fully loaded, even as petitioners continue to argue that none of those costs should be included. Why importers should review the latest guidance carefully, track affected entries, and monitor the ongoing Court of International Trade challenge. USMCA and IEPA signals from Capitol Hill Senate Finance Committee signaling support for extending USMCA, seeking stability before any renegotiation, while the administration is rumored to prefer separate bilateral deals with Canada and Mexico. The House vote to end IEPA duties on Canada for certain non‑USMCA goods—a positive step toward predictability, though the bill still must clear the Senate and avoid a presidential veto. First sale under threat Introduction of a bill to eliminate first sale, driven by some of the same groups that pushed to curtail de minimis and oppose duty‑reducing mechanisms generally. Why this is significant: many large importers rely on first sale, provide extensive upstream data to CBP, and enable deeper supply‑chain visibility and risk management. Trade associations have already begun weighing in to defend first sale; Cindy flags this as a fight to watch closely. EU deal conditions and a big auto bill The EU moving its U.S. tariff deal through lawmakers but adding elements like sunset deadlines and “security triggers” that go beyond earlier negotiating language. Ford announcing an expected 900 million dollar 232‑related tariff hit after previously anticipated automotive offsets were disallowed for several months—raising questions about how other automakers will fare and whether Ford might push back through protests or litigation. Global trade up, U.S. trade down Conference insights from Manifest: global trade volumes are rising overall, but trade into the U.S. is declining, as exporters pivot to other markets they perceive as less costly and less complex. This trend aligns with a surge in trade deals worldwide that do not include the U.S. Why “State of Grace”? Cindy connects the week's developments to Taylor Swift's “State of Grace,” highlighting the line: “I never saw you coming and I'll never be the same. This is a state of grace, this is a worthwhile fight.” She uses this to frame: How studies now confirm what many suspected—U.S. consumers have already paid roughly 1,000 dollars more due to tariffs, with an additional 1,300 dollars expected in the coming year. How tariffs are hitting companies and rural communities: constrained exports for U.S. agriculture, rising small‑farm bankruptcies, and knock‑on impacts to local economies. Research showing that about 90% of tariff costs are passed from suppliers to U.S. importers, then to consumers, and even to manufacturers who never import directly but rely on tariff‑burdened inputs. Despite this, she sees reasons for cautious optimism: Companies challenging IEPA and 232 in court. Large players like Ford publicly quantifying tariff impacts. Congress beginning to reassert its constitutional role over tariffs and question security‑based justifications used as broad economic tools. Early, coordinated pushback against eliminating first sale—stronger than what was seen around de minimis. For Cindy, these developments suggest the industry may be entering a state of grace—a moment where data, legal challenges, and coordinated advocacy start to rebalance the conversation and make the fight for smarter trade policy worth it. Credits Host: Cindy Allen Producer: Annik Sobing Presented by: Global Training Center Sponsor: PAX AI 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: Andy Shiles & Lalo Solorzano Guests: Jill Roseman & Darie Achstein Conway Episode: ST440 Length: ~42 minutes Episode Summary What happens when some of the sharpest minds in trade compliance gather in one room? In this special recap episode, Andy and Lalo sit down with trade compliance leaders Jill Roseman and Darie Achstein Conway to unpack the biggest takeaways from the 2026 Advanced Topics in Customs Compliance (ATCC) Conference. From “Trump 2.0” trade policies to stacked Section 232/301 tariffs, AI in customs enforcement, USMCA uncertainty, cartel-related compliance risk, and the explosive rise in executive-level attention to trade — this episode highlights why compliance is no longer sitting in the corner. If you've ever wondered whether conferences are worth the investment… this conversation may change your mind. Meet the Guests Jill Roseman A seasoned global trade compliance leader with 20+ years of experience across chemicals, pharmaceuticals (pet and human health), policy work, M&A, and global program development. Jill brings a strategic perspective on mitigation strategies, first sale for export, and executive communication in today's trade environment. Darie Achstein Conway A longtime trade compliance expert with more than 30 years in manufacturing and technology, with deep expertise in exports and encryption licensing. Darie is also an instructor with Global Training Center and brings both industry wisdom and fresh insights on AI, automation, and the next generation of trade professionals. Key Discussion Highlights Trade War Reality: What's Actually Happening? Section 232 and 301 stacking Mitigation strategies (including First Sale for Export) How to translate trade policy into executive-level language Why compliance teams are suddenly front and center in corporate strategy AI Is Here — And Customs Is Already Using It AI-driven HTS classification Automation expectations from brokers, 3PLs, and carriers Why companies not leveraging automation risk falling behind The importance of verification and documentation when using AI Executive Awareness Is Rising Directors and VPs taking compliance training Trade compliance now touching every business function: procurement, finance, HR, legal, IT, logistics The importance of bringing compliance into sourcing and strategic planning conversations early USMCA & Mexico Policy Developments Keynote insights from former Mexican Ambassador Bárbara González 70% changes to Mexico's constitution Potential implications of cartel designation as terrorist organizations What this could mean for forced labor-style scrutiny and due diligence The Power of Conferences Why sending multiple compliance team members matters Splitting tracks and comparing notes The value of networking in complex, fast-changing regulatory environments Why one conference per year may no longer be enough Top Takeaways Trade compliance is now a board-level conversation. AI is reshaping both enforcement and compliance workflows. Mitigation strategies require constant monitoring. Conferences aren't optional anymore — they're strategic investments. Even seasoned professionals walk away humbled — and sharper. Resources Learn more about the Advanced Topics in Customs Compliance (ATCC) conference via Deleon Trade Explore compliance education programs at Global Training Center Credits Hosts: Andy Shiles Lalo Solorzano Produced by: Global Training Center Podcast: Simply Trade Subscribe & Follow Simply Trade

Trade & Tech Series – Episode 4 Hosts: Renee Chiuchiarelli & Julie Parks Hammer and Heels Length: ~12 minutes Format: Simply Trade Tips (Trade & Tech series) Episode Summary In this episode of Simply Trade Tips, Renee Chiuchiarelli and Julie Parks dive into the evolving role of audit automation in global trade compliance — and why traditional, reactive auditing models are no longer enough. With increased enforcement focus from U.S. Customs and Border Protection and the Department of Justice, companies can no longer rely on trust-based assertions or post-liquidation corrections. Instead, trade compliance is shifting from passive, after-the-fact reviews to active, continuous validation powered by technology and AI. Renee and Julie break down how automated audit controls can help companies defend tariff positions, validate origin and classification claims, and identify risk before it becomes an enforcement issue — all while freeing human auditors to focus on higher-value analysis. Key Topics Covered Why audit programs are now a regulatory expectation, not a “nice to have” DOJ and CBP enforcement priorities impacting import compliance The limits of traditional sample-based audits and post-liquidation fixes What audit automation really means in trade compliance Using technology to continuously validate: Classification Valuation Country of origin FTA eligibility Trade remedy exposure How ERP data changes can impact compliance in real time The importance of defensibility over perfection Why AI doesn't replace judgment — it enhances it Data readiness: understanding what data you actually have before deploying AI tools Key Takeaways Compliance today is about proof, not assertions Regulators don't expect zero errors — they expect reasonable, documented controls Audit automation helps identify risk before entry finalization or liquidation Technology enables trade teams to review more data with fewer resources Human auditors are still critical — automation removes low-value tasks so they can focus on what matters most Defensible audit programs protect both the company and leadership This Episode's FIO (Figure It Out) Pause and kick the tires on audit automation. Identify one provider or tool Understand what comparisons they can run using your existing data Evaluate what low-hanging fruit automation can remove from your auditors' workload Use technology to enhance — not replace — human expertise Even testing one tool can reshape how you think about audit readiness and defensibility. Join the Conversation How are you auditing your trade data today? Are you still relying on samples and spreadsheets — or moving toward continuous validation? Join the discussion in the Trade Geeks Community and let us know how you're approaching audit automation. Credits Hosts: Renée Chiuchiarelli Julie Parks Producer: Lalo Solorzano

Host: Annik Sobing Guest: Joshua Beker Published: February 6, 2026 Length: ~20 minutes Presented by: Global Training Center ATCC 2026: Cookies, Customs Law, and Why Trade is Suddenly Sexy Live from Day 3 of the Advanced Topics in Customs Compliance (ATCC) Conference in Houston, Annik sits down with trade lawyer Joshua Beker from Roberts & Kehagiaras LLP Law Firm (met thanks to their irresistible local cookies). Joshua shares how he accidentally fell into trade law before it was "cool," why kids are now chasing trade careers, and what brokers/importers need to fix right nowamid tariff chaos. What You'll Learn in This Episode: How Joshua stumbled into trade law during school and now gets constant "how do I become a trade lawyer?" messages from students Why 2018's first 301 tariffs (2.5% → 25%) made everyone suddenly care about duties—and 2026's even wilder environment is drawing new talent Common mistakes still killing companies: Chinese-labeled boxes from "Vietnam," missing factory photos, zero origin verification The compliance "magnifying glass": origin, valuation, classification now mean 50% duty swings under USMCA if you get it wrong Trust crisis aftermath: 2025's Truth Social posts that went nowhere (Canada 100%, Korea hikes, India rollback)—how to rebuild process confidence Cross-functional training is non-negotiable: engineers, finance, procurement mustunderstand why compliance asks for BOMs/pictures/policies ATCC value for brokers: quick expert guidance on 232 valuations (CBP guidance often thin), E&O help, license audits, client advising (auto/steel/furniture/medical) Joshua's 2026 Predictions: Retraction/scale-back of aggressive trade actions (already starting) IEEPA case decision post-State of the Union USMCA renegotiation: all 3 countries want updates—lobby now via public comments (it works—tariff shift rules already changed from past efforts) Policies aren't static: build living procedures that adapt monthly, assign owners, train cross-functionally ATCC Highlights (Houston, Feb 2026): Joshua emphasizes ATCC's blend of C-suite policy + operational "how-to-file-today" sessions with lawyers/brokers/importers. Global networking (Canada/Brazil/Mexico/Adidas reps) creates crisis-call contacts. For Southern border brokers, it's essential intel to serve auto/steel/furniture/medical clients amid monthly rule shifts. Key Takeaways: Trade law went from invisible to hot overnight—leverage conferences like ATCC to upskill fast Start fixing compliance with education: get lawyers in front of decision-makers, scare with penalties, build policies Cross-train everyone—they don't need expertise, just enough to escalate red flags and support compliance asks Lobbying works: USMCA tariff shift changes prove public comments shape outcomes—submit yours now ATCC isn't optional for brokers/importers—it's where you translate big-picture chaos into industry-specific procedures Resources & Mentions: Roberts & Kehagiaras LLP: customs practice, broker E&O, audits, rulings ATCC Conference: advanced customs compliance, Houston 2026 PaxAI & Global Training Center: Simply Trade Podcast Sponsors 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 AllenGuests: Heather Litman & Sandra Langford-Coty Show: Simply Trade – Cindy's Version Published: February 6, 2026 Length: ~13 minutes Presented by: Global Training Center Long Live: Celebrating Trade Wins with Your Industry Crew Cindy Allen, CEO of TradeForce Multiplier, delivers this week's rapid-fire trade update through the lens of Taylor Swift's “Long Live”—a song about shared victories and the bonds that make them possible. From congressional pushback on exclusions to critical minerals zones and a surprising U.S.-China thaw, Cindy breaks down what happened and what's next. What You'll Learn in This Episode: Express Carrier Bill faces pushback Peter Navarro publicly opposes the bill for simplified clearance parity with USPS, calling de minimis a zombie issue that “won't die.” Congress demands exclusion transparency Senator Wyden's letter calls the Section 232 exclusion process secretive and confusing—good news that Congress may step in for importers/exporters. USMCA hearing next week Senate Finance Committee will hear from pro-trade voices and domestic industry reps—watch for outcomes that could impact the agreement. EU moves fast on U.S. trade deal EU Parliament takes up negotiations internally to beat deadlines and avoid tariff retaliation seen with other countries. HTS updates published International Trade Commission released food/pharma changes effective February 1—check if you're impacted via the International Trade Administration. Critical minerals preferential zone Administration (led by VP JD Vance) exploring enforceable price floors at every production stage—no details yet. India IEPA tariff reductions pending Rumored drop from 50% total to 18%, but no Federal Register notice or CSMS message yet—stay tuned for implementation guidance. U.S.-China relations thaw? Administration calls recent talks “extremely good,” signaling stability for China importers after a year of mixed signals. Why “Long Live”? Cindy ties the week's developments to “Long Live,” focusing on celebrating successes with friends—especially critical now when industry networks help navigate chaos. Conferences and associations aren't just for learning; they're where you build the relationships that get you through volatile times. Key Takeaways: Momentum is building for more congressional oversight on exclusion processes—positive for transparency. Check HTS food/pharma updates immediately if affected; they're already live. Critical minerals zone and India tariff details will drop soon—track Federal Register and CSMS closely. U.S.-China tone shift could mean stability, but verify with primary sources before adjusting strategy. Build your trade network now—when rules change monthly, friends in the industry are your real compliance superpower. 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/

Hosts Renee Chiuchiarelli & Julie Parks Episode Summary In this episode of Simply Trade Tips, Renee and Julie dive deeper into the intersection of trade and technology, focusing on how automation is reshaping import and export filing. From data ingestion and rules-based validation to AI-powered audit trails and workflow automation, they unpack where technology adds value—and where human judgment is still essential. This conversation makes one thing clear: automation isn't about replacing trade professionals—it's about eliminating rework, improving accuracy, and exposing bad data faster. Renee and Julie also explore how governments are leveraging AI and machine learning at scale, raising the stakes for importers and exporters to modernize their compliance processes. Key Topics Covered Why most filing errors come from disconnected systems, not bad intent Where automation shows up in customs declarations: Data ingestion from ERP, supplier, and logistics systems Rules-based validation (HS, origin, value checks) AI-driven document digitization and data extraction Different automation models in trade: Customs filing platforms Global Trade Management (GTM) systems Broker-provided technology and hybrid outsource models APIs vs. EDI and the evolution of data exchange The role of AI and machine learning in: Pattern recognition Risk detection Audit readiness and version control How governments are using advanced technology to: Screen transactions in real time Apply compliance more consistently across ports Why automation accelerates good decisions—but exposes bad master data even faster Key Takeaways Automation improves consistency and speed, but does not replace regulatory judgment Clean master data remains critical—technology can't fix broken inputs Leveraging broker technology can be a smart option for companies with limited budgets Importers and exporters must modernize to keep pace with government enforcement tools AI should be viewed as a strategic ally, not a threat, in trade compliance This Week's FIO (Figure It Out) Pick one area of your trade process—classification, filing, auditing, FTAs, or document management—and kick the tires on automation. Request a demo Explore how AI could reduce rework Evaluate whether broker, GTM, or hybrid models make sense for your organization The goal isn't perfection—it's understanding what's possible. Join the Conversation Head over to the Trade Geeks Community and tell us: What area of automation are you exploring? What surprised you most about today's discussion? Credits Hosts: Renee Chiuchiarelli Julie Parks Producer: Lalo Solorzano Subscribe & Follow New Simply Trade Tips episodes drop 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

Host: Annik Sobing Guests: Elisabeth Sherrell, Alicia Bryant, Kelsey Moraski Published: February 2026 Length: ~30 minutes Presented by: Global Training Center Partnership with ICPA ICPA Compliance Corazón: Community, Careers, and a Fiesta of Global Trade In this special Simply Trade Roundup, Annik sits down with ICPA's new executive director, Elisabeth Sherrell, and board members Alicia Bryant and Kelsey Moraski to talk about what makes ICPA such a unique home for trade compliance professionals—and what to expect at the 2026 ICPA Annual Conference, “Compliance Corazón: Fiesta of Global Trade,” in San Antonio. From career-defining connections to real-world problem solving over breakfast, this episode shines a light on the people, purpose, and heart behind ICPA. What You'll Learn in This Episode Who's who at ICPA now Meet new executive director Elisabeth Sherrell and board members Alicia Bryant (Edgewell Personal Care) and Kelsey Moraski (global trade, supply chain, and risk). Why each of them joined the ICPA board and how they see the mission evolving. Why ICPA matters for your career How attending ICPA conferences helped Alicia earn her customs broker license and expand her role into broker auditing, FTAs, and classification. Why Kelsey calls ICPA one of the few places where people truly understand the real risk and gray areas compliance professionals live in every day. Inside the 2026 ICPA Annual Conference – San Antonio Dates: March 1–4, 2026 at the Grand Hyatt San Antonio on the River Walk. Theme: “Compliance Corazón – Fiesta of Global Trade” with a strong focus on community, culture, and practical problem solving. Content highlights: deep dives on Canada (including CARM and current China‑related developments), regional customs updates (e.g., Latin America sessions led by experts like Brenda Cordova), technology and AI in trade compliance, and navigating today's “most exciting and challenging” era for trade. Registration is still open, but the hotel is smaller and spots are filling fast, with many attendees registering in the last 45 days. Virtual attendance remains an option for those who cannot travel. Culture, community, and the “Voices of Compliance” How ICPA grew from an idea shared by Elisabeth's mom and co‑founder Linda into a global community where people show up for each other—professionally and personally. Plans to honor Elisabeth's mother in San Antonio with a memorial moment and a new Voices of Compliance performance: a rewritten “Deep in the Heart of Texas” celebrating tariffs and trade (yes, with audience clapping). Stories of members supporting each other through life events and why “compliance with heart” isn't just a tagline. Problem solving in person Why the real magic of ICPA happens in the hallways and at breakfast tables: people bring real problems, not just citations, and work through them together. Kelsey's Alex Honnold analogy: compliance pros as the climbers who truly understand the risk, and ICPA as the rare room where everyone “speaks the same language.” Building the next generation of trade professionals How ICPA is actively bringing students and early‑career professionals into the fold, including full conference scholarships (like for student Jake Boggs, who left with multiple job offers). Elisabeth's 20‑year vision: seeing “trade compliance professional” standing alongside firefighter and nurse on career day—and why she wants to introduce more young people to this path. Hot topics Alicia and Kelsey are watching at ICPA Technology and AI: why you can't just “slap tech” on broken processes—garbage in, garbage out—and how companies are really rolling out tools in compliance. Volatility and gray areas: how different companies are interpreting risk, handling USMCA changes, and navigating fast‑moving geopolitical shifts, especially in Canada and beyond. ICPA Conference Details 2026 ICPA Annual Conference – Compliance Corazón: Fiesta of Global Trade Dates: March 1–4, 2026 Location: Grand Hyatt San Antonio, River Walk Format: In‑person with virtual option Focus: Practical sessions, regional experts, technology, risk, and a strong emphasis on networking, mentorship, and community. ICPA Europe Conference Location: Dresden Germany, April 8-10, Hilton Credits Host: Annik Sobing Guests: Elisabeth Sherrell, Alicia Bryant, Kelsey Moraski Producer: Lalo Solorzano Subscribe & Follow New Roundup episodes every week. Presented by: Global Training Center — providing education, consulting, workshops, and compliance resources for trade professionals.

Host: Cindy Allen Show: Simply Trade – Cindy's Version Published: January 30, 2026 Length: ~13 minutes Presented by: Global Training Center Exile: Is the U.S. Being Traded Around? In this week's Cindy's Version, Cindy Allen, CEO of TradeForce Multiplier, unpacks one of the busiest weeks we've seen in international trade—and frames it all through the lens of Taylor Swift's song “Exile.” From fresh tariff threats to shifting alliances and possible government shutdowns, Cindy explains why it's starting to feel like the United States is watching global trade move on without us. What You'll Learn in This Episode: New U.S. tariff threats tied to Cuban oil Announcement of tariffs on countries that sell or buy oil from Cuba and why this may largely hit usual suspects like Venezuela and Russia. Trade partners going “around” the U.S. How the UK's outreach to China and Canada's new deal with China signal a trend of countries pursuing their own economic interests directly with Beijing. Canada under pressure—again Trump's 100% tariff threat on Canadian goods over the China deal and the newer threat to decertify Canadian-made jets until Gulfstream aircraft are certified in Canada—and why both moves raise legal and practical questions. Shifting tariff landscapes Guatemala and El Salvador trade deals and expected rate ranges. Possible hike back to 25% on South Korean goods if their trade deal isn't approved. Potential rollback of the 25% tariff on India tied to Russian oil purchases. 232 duties and a big valuation court fight Why CBP centers are informally pushing an “all-in” cost model (materials, labor, manufacturing) for steel, aluminum, and now copper derivatives—and how that conflicts with the 232 declaration language. The new Court of International Trade case challenging that interpretation and what it could mean for importers paying 232 on components. Why many companies are considering filing protests now to preserve their rights pending the outcome—and why you need to talk to your own counsel. ACE refunds are coming—ready or not Electronic refunds are set to go live February 6. What importers need to do with their brokers and 4811 setup, and why brokers must confirm their own information is on file in ACE. The big question: what happens to refunds if the setup is incomplete? EU deal on pause Why the EU is putting its U.S. deal “on hold” and how that could trigger a return to higher tariffs if the U.S. responds like it has with South Korea. Hill updates: express couriers and DHS funding A new bill proposal for simplified declarations on express shipments under 600 dollars, and what it could mean if you use or compete with express couriers. The looming DHS/CBP funding issue, the likelihood of a shutdown, and what a shutdown typically means for cargo processing versus outreach and meetings. Why “Exile”? Cindy connects the week's news to “Exile,” focusing on the line, “You were my town, now I'm in exile seeing you out.” She explores how U.S. policy is driven by a belief that the country has been taken advantage of and needs to re-shore manufacturing and secure critical sectors, while much of the world sees it as a pullback from free trade and trade facilitation that once underpinned global stability. By contrasting these two perspectives—like the two voices in the song—Cindy argues the U.S. risks finding itself “in exile” as trade partners build new frameworks around us, and warns that we've “seen this film before” in history with outcomes that weren't ideal. Key Takeaways: Expect more volatility in tariffs and trade relationships as the U.S. pushes assertive trade tools and partners seek alternative paths. Importers dealing with 232 duties on steel, aluminum, and copper inputs should closely watch the new court case and coordinate with counsel on protest strategy. ACE electronic refunds are an opportunity and a risk—data and 4811 setups must be right to avoid missing money you're owed. Even in a shutdown, cargo should keep moving, but engagement with CBP and DHS will be limited. Strategically, the U.S. may be drifting into a kind of trade “exile”—and it's critical for companies to understand both the domestic narrative and how the rest of the world is reacting. -------- 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/

Hosts: Andy Shiles Lalo Solorzano Guest(s): Jack Moberger, Co-Founder, DocUnlock Ned Cartmell, Co-Founder, DocUnlock Sepehr Farzaneh, Co-Founder, DocUnlock Published: January 2026 Length: ~40 minutes Presented by: Global Training Center Episode Summary In this episode of Simply Trade, Andy and Lalo sit down with the founders of DocUnlock to explore one of the most painful realities in global trade: document chaos. From commercial invoices and packing lists to certificates, statements, and agency-specific requirements, trade compliance still lives in PDFs, emails, spreadsheets, and inboxes. Jack, Ned, and Sepehr break down how DocUnlock is using AI to extract, structure, validate, and operationalize trade documents — turning static paperwork into usable compliance data. The conversation dives into real-world brokerage and importer pain points, why “document accuracy” is no longer enough, and how automation is shifting expectations across customs, PGAs, and supply chain partners. This episode is a must-listen for anyone dealing with high-volume imports, broker workflows, or compliance teams stretched thin. Key Takeaways Trade compliance is still dominated by unstructured documents — and that's the bottleneck. AI can extract and normalize data without replacing trade expertise. Document automation reduces risk, speeds releases, and improves audit readiness. Brokers and importers benefit differently — but both win when documents are usable data. The future of compliance isn't fewer documents — it's smarter ones. What DocUnlock Is Solving Commercial invoices & packing lists Certificates & trade declarations Broker-importer document handoffs Audit readiness & data traceability Scaling compliance without scaling headcount Resources & Mentions DocUnlock – AI-powered trade document automation

Episode Title: Trade & Tech Series: Using Technology to Unlock Duty Mitigators Hosts: Renee Chiuchiarelli & Julie Parks (Hammer & Heels) Published Date: January 27, 2026 Episode Length: ~11 minutes Series: Trade & Tech

Host: Annik Sobing Guest: Jordan Welke Published: January 26, 2026 Length: ~30 minutes Presented by: Global Training Center ACE Up Your Trade Game: Modernizing Family Logistics This week on Simply Trade, host Annik Sobing chats with Jordan Welke, next-generation leader of Welke Customs Brokers & International Freight Forwarders, about evolving a family-owned logistics firm in a changing trade landscape. From rented desks symbolizing rapid 2025 growth to blending old-school service with cutting-edge tech, Jordan shares how Welke transformed challenges into expansion. Whether you're scaling a brokerage, managing hybrid teams, or navigating tariffs, this episode reveals strategies for staying nimble, compliant, and people-focused amid industry shifts. What You'll Learn in This Episode: Origins of Welke: Founded in 1985 from a basement brokerage to North America's magazine specialist 2025 breakout: Two new U.S. offices, 10 hires, NV OCC licensing for freight forwarding Hybrid culture: Three office days, flying teams for unity despite remote options Tech-service blend: Automating data entry to free staff for concierge client care Growth drivers: Capturing clients from acquired competitors, handling supply chain chaos Branding edge: Fun website vibes (shipping container dreams) driving inbound leads Leadership scaling: Empower divisional managers while communicating 5-year vision company-wide Adapting to pitfalls: Nimble mindset, owning mistakes, constant education like CVSA exams Future-proofing: Compliance tech, agency feeds, and hiring hustlers for U.S. sales Tips for Getting Started: Honor roots: Pair personalized service with AI for mundane tasks—keep humans on exceptions. Build online presence: SEO-optimize with personality to stand out in searches. Scale smart: Hire/promote leaders per office, share vision to preserve "mom-and-pop" feel. Stay adaptable: Embrace failure as learning; invest in team training amid tariffs/strikes. Respond fast: Answer crisis calls instantly—turn disruptions into loyalty wins. Key Takeaways: Welke proves family businesses thrive by modernizing without losing heart—40 profitable years into 2026 growth. Tech enhances, doesn't replace, expert people in complex trade. Nimbleness, culture, and quick service capture market share as boomers retire and chaos rises. Data-driven branding and automation build credibility for enterprise plays. Resources & Mentions: Jordan Welke: Connect on LinkedIn (search Welke Customs Brokers) Welke Customs Brokers: www.welke.com — Customs brokerage, freight forwarding, 3PL across North America Hiring: U.S. freight/customs sales roles open—DM Jordan for culture-fit hustlers Industry context: Tariffs, CARM, supply disruptions boosting demand for agile partners Credits Host: Annik Sobing Guest: Jordan Welk Producer: Annik Sobing Subscribe & Follow New episodes weekly! Presented by: Global Training Center

Host: Cindy Allen Published: Friday, January 23, 2026 Segment: Simply Trade – Cindy's Version (song: “The Moment I Knew”) In this episode of Simply Trade – Cindy's Version, Cindy Allen uses Taylor Swift's “The Moment I Knew” to frame a sobering realization: the rest of the world is increasingly moving on with trade—without the United States at the center. She opens with concrete developments, including Canada and China finalizing a trade agreement as China becomes Canada's number one trade partner, and a large EU delegation touring Asia (China, Vietnam, and others) to explore a broad EU–Asia trade bloc arrangement. On the policy front, Cindy notes the administration has walked back its threat to impose tariffs on NATO countries that opposed a U.S. move to “buy” Greenland, easing immediate sovereignty‑driven tension. But legislative activity is heating up: Senator Cassidy's customs bill, a proposed import licensing regime (including possible restrictions on non‑resident importers) that could morph from “trusted trader” incentives into a broad tariff scheme, and a new proposal to apply a 20% flat rate on express courier imports, mirroring the postal model and positioned as a de minimis replacement. She explains how the elimination of de minimis has already hit express integrators hard—FedEx alone reported a one‑billion‑dollar “headwind,” with average de minimis values around 25 dollars now requiring full entries on vast volumes of low‑value packages. Cindy also touches on potential one‑year extensions of AGOA and the Haiti Help Act, still being tracked through budget legislation, and confirms the IEPA Supreme Court decision did not appear before the Court went out of session, pushing any announcement into mid‑to‑late February at the earliest. She warns that the longer the delay, the more likely a significantly drawn‑out process for any eventual tariff relief, even if importers prevail. Meanwhile, CBP continues ramping up 28s and enforcement on steel and aluminum 232s, with early, non‑binding indications from the Base Metals Center that raise new questions about how to back out raw material costs and properly calculate dutiable value—prompting AAEI to form a working group to engage CBP. The emotional core of the episode comes from Davos, where Cindy sees “the moment” the global system recognized a fundamental break: the U.S. arrived with a strong America‑First message that was audibly booed by attendees, while other leaders—especially Canada's prime minister—signaled a deep sense of betrayal and a hard pivot toward building trade agreements around, rather than through, Washington. For Cindy, this is the moment the world “knew” the old gravitational pull of U.S. trade leadership may not return even after this administration or the next election cycle: global trade volumes and cooperation remain strong, but the center of gravity is shifting as partners organize new paths forward. What You'll Learn in This Episode Key new developments: Canada–China agreement, EU–Asia trade bloc talks, and the rollback of threatened NATO tariffs over Greenland. How proposed U.S. import licensing, non‑resident importer limits, and a 20% courier flat rate could reshape tariff burdens and de minimis workarounds. Why express couriers have been hit so hard by de minimis elimination, and what a flat‑rate model might change. The latest on IEPA Supreme Court timing, 232 steel/aluminum enforcement, and AAEI's efforts to clarify valuation expectations. Why Davos 2026 may mark the “moment the world knew” U.S. trade leadership has fundamentally changed—and what that means for future agreements. Key Takeaways Traditional allies are actively deepening trade with China and Asia, signaling a more multipolar trade system. U.S. legislative proposals could push more cost and complexity onto importers and express carriers, even as they seek new facilitation models. IEPA relief, if it comes, will likely be slow and process‑heavy; companies should not bank on quick cash refunds. Global forums like Davos are now openly questioning U.S. reliability as a trade partner, accelerating moves to diversify away from U.S. gravity. ---------------------------------------- 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/