Simply Trade

Host: Andy Shiles, Lalo Solorzano Guest(s): Madison Lackey Published: June 11, 2026 Length: 46:08 Presented by: Global Training Center Summary Breaking into international trade can feel overwhelming, especially at a time when tariffs, enforcement, AI, and shifting regulations are changing the industry almost daily. In this episode of Simply Trade, Andy Shiles and Lalo Solorzano welcome Madison Lackey back to the show to discuss what it is really like to enter the trade compliance field as a young professional. Madison shares her path from studying agriculture business at Cal Poly to earning her customs broker license and becoming a trade compliance consultant at Blue Tiger International. She offers honest insight into the pressure new graduates face, the importance of slowing down before choosing a job, and why certifications, conferences, networking, and mentorship can make a major difference. The conversation also explores foreign trade zones, the growing knowledge gap as experienced professionals retire, and why young people have a major opportunity to step into the industry now. For students, early-career professionals, and managers building the next generation of trade talent, this episode offers practical advice and a fresh perspective. Main Topic / Discussion This episode focuses on career development in international trade compliance, especially for younger professionals entering the field. Madison Lackey discusses how her education, broker license, certifications, conference networking, and willingness to take on uncomfortable opportunities helped her build momentum early in her career. The discussion also highlights the current complexity of trade compliance, including tariffs, CBP enforcement, foreign trade zones, AI, and the retirement of experienced professionals. Madison emphasizes that this is a challenging but promising time to enter the industry because companies need people who can research, ask questions, build relationships, and adapt quickly. Key Takeaways • The customs broker license and CCS certification can provide a strong foundation, even for professionals who do not plan to work as brokers. • Young professionals should look beyond job titles and salary to understand company culture, responsibility, mentorship, and growth opportunities. • Conferences, webinars, certifications, and networking can help build credibility and open career doors. • Foreign trade zones are becoming more relevant as companies look for legal ways to manage duty and tariff exposure. • Relationship-building with CBP, agencies, colleagues, and mentors is essential in a fast-changing compliance environment. • Managers should challenge newer employees with meaningful work, not busy work, so they can build real-world skills. Resources & Mentions • Global Training Center • Blue Tiger International • International Compliance Professionals Association • National Association of Foreign-Trade Zones • Cal Poly Credits Host: Andy Shiles – LinkedIn Lalo Solorzano – LinkedIn Guest(s): Madison Lackey – LinkedIn Producer: Lalo Solorzano

Host: Lalo Solorzano Guest(s): Denise Published: June 10, 2026 Length: 19:33 Presented by: Global Training Center Summary CBP is often viewed as the agency that audits, enforces, and creates stress for importers—but this episode reframes Customs and Border Protection as a practical compliance resource. Lalo Solorzano is joined by Global Training Center instructor and subject matter expert Denise to explore how importers can use CBP tools to reduce risk, improve consistency, and make better business decisions before goods ever reach the border. The discussion highlights three key CBP resources: binding rulings, the CROSS ruling database, and Informed Compliance Publications. Denise explains how these tools help companies classify products correctly, determine origin, understand marking requirements, and demonstrate reasonable care. For small and mid-sized importers especially, these free public resources can provide much-needed guidance when legal or consulting support may not be readily available. The episode also connects compliance work to everyday operations, showing how clear customs positions can support brokers, logistics teams, sourcing decisions, product design, and internal procedures. Main Topic / Discussion This episode focuses on how importers can use CBP resources as proactive tools rather than viewing CBP only as an enforcement agency. Denise explains that binding rulings provide formal written decisions from CBP on issues such as classification, country of origin, and marking requirements. She also discusses the value of the CROSS ruling database, which allows companies to review how CBP has handled similar products or issues in the past. The conversation also covers Informed Compliance Publications, which serve as foundational guidance on topics like classification, valuation, recordkeeping, textiles, footwear, and reasonable care. While some publications may appear dated, Denise emphasizes that they remain useful because they explain CBP's core compliance expectations. A major theme throughout the episode is reasonable care. By using CBP guidance, documenting decisions, and incorporating rulings into internal systems and SOPs, companies can build a stronger, more defensible compliance program. Key Takeaways • CBP provides free, public resources designed to help importers comply with the law. • Binding rulings can give companies predictability on classification, origin, duty rates, and marking before importing. • The CROSS database is a valuable research tool, but only a ruling issued for your specific product is binding. • Informed Compliance Publications are useful starting points for building foundational trade compliance knowledge. • Using CBP resources supports reasonable care by creating a documented, defensible compliance process. • Clear customs positions help brokers, logistics teams, and internal departments avoid repeated disputes and delays. • Trade compliance decisions can influence sourcing, product design, pricing, and contract negotiations. Resources & Mentions • Global Training Center • CBP CROSS Ruling Database • CBP Informed Compliance Publications • CBP Binding Rulings Credits Host: Lalo Solorzano – LinkedIn Guest(s): Denise – LinkedIn Producer: Lalo Solorzano

Host: Cindy Allen Published: June 6, 2026 Length: ~15 minutes Presented by: Global Training Center Summary In this week's episode of Simply Trade: Cindy's Version, Cindy Allen takes listeners through another packed week of trade developments, from ongoing IEEPA refund litigation and new Section 301 actions to a sweeping Executive Order that may fundamentally reshape customs enforcement in the United States. While courts continue wrestling with tariff refunds, liquidation issues, and class action requests tied to IEEPA duties, USTR is moving forward with several new Section 301 investigations and proposed tariff actions involving forced labor concerns, Brazil, Vietnam, and China. But the biggest story of the week is the administration's new Executive Order, Strengthening Customs Enforcement. Cindy explains why this may be one of the most significant customs policy developments in years, potentially transforming how CBP approaches importer accountability, non-resident importers, bonding requirements, ownership transparency, and enforcement authority. Inspired by Taylor Swift's Long Story Short, Cindy argues that after months of tariffs, litigation, policy shifts, and uncertainty, the message from this administration has become increasingly clear: trade compliance is no longer a support function—it is a business-critical requirement in an enforcement-first environment. This Week in Trade • IEEPA refund litigation continues as courts and the administration battle over liquidation and refund procedures • A proposed class action seeks equal treatment for all companies that paid IEEPA duties • USTR proposes new Section 301 actions tied to forced labor concerns affecting more than 60 countries • Additional Section 301 developments target Brazil, Vietnam, and selected Chinese imports • Section 232 revisions reduce tariff burdens on certain steel, aluminum, copper, HVAC, and agricultural products • A major Executive Order on customs enforcement signals a new era of trade compliance expectations Main Topic / Discussion The centerpiece of this week's episode is the Executive Order titled Strengthening Customs Enforcement. Cindy explains that while many headlines have focused on tariffs, this Executive Order may ultimately have a greater long-term impact on importers. The order directs CBP to examine and potentially implement significant changes affecting non-resident importers, ownership transparency, importer eligibility, bonding requirements, and broader customs enforcement authorities. Many of these concepts trace back to discussions surrounding a "21st Century Customs Framework" that CBP and the trade community have debated for years. However, Cindy notes that the current approach appears heavily focused on enforcement while omitting many of the trade facilitation measures that industry groups had hoped would accompany those changes. The result is a clear signal that trade compliance expectations are increasing and that CBP is positioning itself with a larger set of enforcement tools than ever before. Key Takeaways • IEEPA refund litigation remains active and unresolved • New Section 301 proposals could affect imports from more than 60 countries • Brazil and Vietnam are now facing separate Section 301 scrutiny • Section 232 revisions may provide relief for certain importers • The Executive Order on customs enforcement could reshape importer responsibilities • CBP appears to be moving toward a more enforcement-driven trade environment • Trade compliance is increasingly becoming a strategic business necessity rather than a back-office function Resources & Mentions • Global Training Center • Trade Force Multiplier • Commercial Customs Operations Advisory Committee Credits Host: • Cindy Allen – LinkedIn Producer: • Lalo Solorzano – LinkedIn

Host: Lalo Solorzano, Andy Shiles Guest(s): Ashley Arnold Published: June 4, 2026 Length: Approximately 33 minutes Presented by: Global Training Center Summary Trade compliance has changed dramatically, and this episode digs into why importers, exporters, executives, and compliance professionals can no longer treat it as a back-office task. Lalo Solorzano and Andy Shiles welcome Ashley Arnold, licensed customs broker, CCS, and founder of JEM Consulting, for a timely conversation on the evolving role of trade professionals in today's regulatory environment. Ashley explains how trade compliance now touches sourcing, finance, IT, logistics, purchasing, customer service, and executive strategy. With shifting tariffs, increased Customs scrutiny, ACE reporting, USMCA claims, duty mitigation opportunities, automation, and documentation challenges all demanding attention, the old “we've always done it this way” mindset is no longer enough. The discussion highlights why companies need stronger internal collaboration, better systems, proactive monitoring, and more visibility into what Customs sees in real time. For executives, this episode is a reminder that compliance teams need resources, support, and a seat at the table. For trade professionals, it is a call to stay informed, ask questions, build relationships across departments, and keep pushing for smarter processes. Main Topic / Discussion This episode focuses on the expanding role of trade compliance professionals and why companies must rethink how they support compliance, logistics, and supply chain teams. Ashley Arnold explains that compliance work is no longer limited to classification, entry review, or post-entry audits. Today's trade professionals are monitoring court cases, tariff updates, government notices, ACE reports, Customs requests, free trade agreement documentation, software workflows, and automation opportunities. The conversation also emphasizes that compliance must be involved earlier in the business process. Purchasing, sourcing, finance, IT, logistics, and leadership all need to work together to prevent problems before shipments are delayed, costs increase, or Customs issues arise. Key Takeaways • Trade compliance now belongs in strategic planning, not just operations. • Importers should have ACE access, run reports, and monitor Customs activity directly. • USMCA, duty drawback, exclusions, tariff engineering, and free trade agreement claims require strong documentation and audit readiness. • Automation and software can reduce manual work, but qualified trade professionals still need to review and validate decisions. • Compliance teams must build relationships with IT, accounting, sourcing, logistics, purchasing, and customer service. • Executives should ask whether their compliance teams have the tools, people, and cooperation they need. • The phrase “we've always done it this way” is a warning sign in today's trade environment. Resources & Mentions • Global Training Center • Lalo Solorzano on LinkedIn • Andy Shiles on LinkedIn • Ashley Arnold on LinkedIn Credits Host: Lalo Solorzano – LinkedIn Andy Shiles – LinkedIn Guest(s): Ashley Arnold – LinkedIn Producer: Lalo Solorzano

Host: Lalo Solorzano, Denise Smalls-Altagracia Published: June 2, 2026 Length: 20:17 Presented by: Global Training Center Summary In this Simply Trade Tips episode, Lalo Solorzano and Denise Smalls-Altagracia break down one of the most important but often misunderstood parts of U.S. import compliance: Partner Government Agencies, or PGAs. While many importers focus mainly on CBP, duties, tariffs, and broker filings, Denise explains why customs clearance is often much bigger than paperwork and duty payments. PGAs regulate the products themselves, covering areas such as public health, safety, agriculture, environmental standards, transportation, and security. That means an entry may look correct from a customs perspective but still be delayed, detained, or refused if agency-specific requirements are missed. Denise also highlights common agencies importers may encounter, including FDA, USDA, APHIS, EPA, and CPSC, and explains why documentation, product classification, and early planning are essential. This episode matters because PGA compliance directly affects speed, predictability, cost control, and supply chain reliability. Importers who understand agency requirements before shipments move are far better positioned to avoid costly surprises and keep trade moving. Main Topic / Discussion This episode focuses on Partner Government Agencies and their role in the import process. Lalo and Denise explain that CBP may serve as the primary border authority, but PGAs are the subject matter experts that determine whether certain products meet U.S. requirements and can legally enter commerce. The discussion covers what PGAs are, why they matter, which agencies importers commonly encounter, what documentation may be required, and how PGA compliance should be treated as a business function rather than a last-minute customs task. Key Takeaways • PGAs are federal agencies that work with CBP to regulate specific imported products. • Import compliance is not only about duties, tariffs, and customs paperwork. • Agencies such as FDA, USDA, APHIS, EPA, and CPSC may require additional documentation or review depending on the product. • Missing or inaccurate PGA information can lead to delays, detention, refusal, penalties, or supply chain disruption. • Strong PGA compliance improves shipment speed, predictability, cost control, and business reputation. • Companies should identify agency requirements before purchase orders are issued or goods are shipped. Resources & Mentions • Global Training Center • Lalo Solorzano on LinkedIn • Denise Smalls-Altagracia on LinkedIn • Import Training Courses from Global Training Center Credits Host: Lalo Solorzano – LinkedIn Denise Smalls-Altagracia – LinkedIn Producer: Lalo Solorzano

Host: Annik Sobing Guests: Christine Tully and Robert Wieczorek Published: June 2026 Length: ~45 minutes Episode is Sponsored by: CBS (Corporate Business Solutions) CBS provides global business process solutions for international industrial companies.  THIS PODCAST IS PRESENTED BY GLOBAL TRAINING CENTER SAP GTS 11 to E4H: How to Convert Without Surprises Annik Sobing welcomes Christine Tully and Robert Wieczorek to the Simply Trade Roundup for a conversation about one of the biggest transitions facing global trade teams right now: moving from SAP GTS 11 to SAP GTS Edition for S/4HANA (E4H). Sponsored by CBS (Corporate Business Solutions), this episode explores why the move is much more than a technical upgrade and what companies need to think about if they want to avoid surprises along the way. Christine and Robert break down the real-world challenges of a GTS conversion, including conversion approaches, system landscape design, downtime planning, testing, governance, and compliance stability. What You'll Learn in This Episode Why SAP GTS 11 needs to be replaced Christine and Robert explain why SAP GTS 11 is no longer the long-term answer and what changes with GTS E4H. They discuss how SAP's roadmap, support timelines, and the shift to S/4HANA are pushing companies to act now rather than later. Why this is a conversion, not just an upgrade The episode makes clear that GTS E4H is not a simple version jump. It involves functional, structural, and process changes that affect how teams work day to day, from user experience in Fiori to redesigning authorizations and reviewing custom developments. What conversion approaches companies can take Christine and Robert walk through the main conversion options, including brownfield, parallel landscape, sandbox, greenfield, and selective approaches. They explain the trade-offs of each path and why choosing the right one depends heavily on system complexity and business needs. How to reduce risk during the transition One of the key themes is preparation. The conversation highlights the importance of clean master data, realistic timelines, end-to-end testing, cutover planning, and strong governance to reduce the chance of issues during go-live. Why the ecosystem matters The episode also looks beyond the core SAP system to the broader landscape, including customs brokers, logistics providers, screening content providers, and middleware. Christine and Robert explain why a successful conversion depends on every connected part being ready, not just the internal system. What day-to-day compliance users need to know The discussion covers how the move to E4H affects trade compliance teams in practical ways, including new workflows, dashboard-driven monitoring, training needs, and changes to processes like preference management and blocked document handling. Who this episode is for This episode is especially valuable for IT leaders, global trade and compliance professionals, SAP users, and anyone responsible for planning or executing a move from GTS 11 to E4H. It is also a helpful listen for companies that want a realistic view of what a successful conversion actually takes. Subscribe & Follow Stay connected with the Simply Trade community and never miss an episode that helps you trade smarter.

Host: Cindy Allen Published: May 29, 2026 Length: ~12 minutes Presented by: Global Training Center Summary In this week's episode of Simply Trade: Cindy's Version, Cindy Allen breaks down one of the most intense stretches yet for the trade community as courts, CBP, and USTR continue reshaping the compliance landscape in real time. Major developments continue around IEEPA litigation, reconciliation filings, CAPE processing issues, and ongoing court scrutiny over liquidated entries and duty refunds. Meanwhile, USMCA renegotiation discussions are beginning to signal potentially significant changes to country of origin requirements, component tracing, and automotive sourcing rules. Inspired by New Romantics, Cindy reflects on the resilience of the trade community through nonstop operational and regulatory change. From brokers and compliance teams to importers and supply chain leaders, the industry continues adapting despite constant disruption. This Week in Trade • The United States Court of International Trade declined to stay its order regarding Section 122 tariff collection while appeals continue • CBP filed guidance related to reconciliation entries and IEEPA duty handling for underlying entries and 09 reconciliation filings • The court ordered the CBP Commissioner to appear at an upcoming June 9 hearing regarding liquidated entries and IEEPA duty resolution • CAPE processing continues moving forward, though brokers and importers are still facing ACE-related filing complications and edit check issues • Office of the United States Trade Representative continues active USMCA renegotiation discussions focused on automotive content, country of origin tracing, and supply chain transparency Main Topic / Discussion This episode focuses heavily on the mounting operational pressure facing the trade community as regulatory, judicial, and enforcement developments continue accelerating simultaneously. Cindy explains that reconciliation filers may soon face difficult timing decisions around underlying entries and 09 filings, especially as CBP and the courts work through how IEEPA duties should ultimately be handled. The upcoming court hearing involving the CBP Commissioner signals that the judiciary is taking a more active role in resolving outstanding liquidation and refund concerns. On the operational side, CAPE continues functioning, but many brokers are encountering filing complications tied to duty stacking logic, tariff line placement, and legacy filing methods that predated clearer CBP guidance and ACE edit checks. The episode also explores how USMCA negotiations are evolving beyond traditional tariff shift and regional value content calculations toward more aggressive component-level tracing and sourcing visibility requirements—particularly targeting concerns over Chinese components entering through Mexico. Key Takeaways • IEEPA litigation and reconciliation guidance continue evolving rapidly • The June 9 court hearing could significantly impact duty refund handling and liquidated entries • CAPE is operational, but ACE and filing correction challenges remain significant • CBP help desk delays are creating operational strain across the trade community • USMCA renegotiation discussions may fundamentally change future country of origin compliance requirements • Trade professionals continue adapting despite relentless regulatory change Resources & Mentions • Global Training Center • Trade Force Multiplier Credits Host: • Cindy Allen – LinkedIn Producer: • Lalo Solorzano – LinkedIn

Host: Lalo Solorzano, Andy Shiles Guest(s): Miriam Name Published: May 28, 2026 Length: ~35 min. Presented by: Global Training Center Summary Mexico's recent customs reforms are creating real challenges for companies moving goods across the border, especially U.S. exporters supplying Mexican importers and maquiladoras. In this episode, Lalo Solorzano and Andy Shiles sit down with Miriam Name, Partner at Cacheaux, Cavazos & Newton, to unpack what these changes mean in practical terms. Miriam explains why Mexican authorities are now asking for more documentation, including formal contracts, valuation support, Incoterms, payment terms, and consistency across import records. She also shares why exporters can no longer rely on “the way we've always done it” when supporting their Mexican counterparts. The conversation highlights how deeply integrated the U.S. and Mexico supply chains are, especially along the border, and why even small documentation inconsistencies can create major risks. From pedimentos and purchase orders to USMCA qualification and broker involvement, this episode gives trade professionals a clear starting point for reviewing their processes before an audit does it for them. Main Topic / Discussion This episode focuses on Mexico's customs law reforms and how they are affecting importers, exporters, maquiladoras, and cross-border supply chains. Miriam explains that Mexican authorities are looking for more support around customs valuation, formal agreements, payment terms, Incoterms, and consistency across documentation. For U.S. exporters, the key message is that Mexican importers may now need more detailed support than before. That includes contracts, accurate product descriptions, valuation backup, and documentation that aligns across purchase orders, invoices, pedimentos, and certificates of origin. The discussion also touches on USMCA, increasing duty exposure, audits in Mexico, and the importance of training, internal review, and proactive compliance. Key Takeaways • Mexico's customs reforms are requiring more documentation and stronger valuation support from importers and their foreign suppliers. • U.S. exporters should expect Mexican customers to request more information, including contracts, Incoterms, payment terms, and supporting documents. • Consistency is critical. Details such as value, origin, product description, Incoterms, and payment terms should align across all trade documents. • Companies should not assume that past practices are still acceptable. Internal reviews, sampling, broker confirmation, and outside guidance can help identify issues before they become audit problems. Resources & Mentions • Global Training Center • Miriam Name on LinkedIn • Cacheaux, Cavazos & Newton • Trade Geeks Community Credits Host: Lalo Solorzano – LinkedIn Andy Shiles – LinkedIn Guest(s): Miriam Name – LinkedIn Producer: Lalo Solorzano

Host: Lalo Solorzano and Trudy Wilson Guest(s): N/A Published: May 27, 2026 Length: 16:11 Presented by: Global Training Center Summary In this episode of Simply Trade, Lalo Solorzano and Trudy Wilson continue the Trudy's Trade Tips series with another practical discussion on USMCA. This time, the focus is on documentation, certification requirements, and why tariff classification is the foundation for making accurate free trade agreement claims. Trudy explains one of the biggest changes from NAFTA to USMCA: the old formal certificate of origin is gone. Instead, companies must ensure their USMCA certification contains the required minimum data elements, regardless of the format used. That flexibility can be helpful, but it also creates room for confusion when documents are unclear or incomplete. The conversation also highlights the importance of identifying the certifier, exporter, producer, and importer, along with product descriptions, classifications, origin criteria, blanket periods, and certification statements. Trudy and Lalo then explain why tariff classification must come before USMCA qualification. If a company does not understand the classification of the finished product and its components, it cannot properly apply USMCA rules of origin. This episode matters because USMCA savings are valuable, but only when claims are documented, supported, and correctly qualified. Main Topic / Discussion This episode focuses on the documentation requirements for USMCA and the importance of tariff classification in determining whether goods qualify under the agreement. Trudy explains that USMCA no longer requires the old NAFTA certificate format. Instead, companies must provide the required minimum data elements in whatever format they choose. This includes identifying the certifier, exporter, producer, and importer, along with the product description, tariff classification, origin criterion, blanket period, authorized signature, date, and certification statement. A key point is that documentation must be clear. If a shipment includes both USMCA-qualifying goods and non-qualifying goods, the paperwork must clearly identify which items qualify. Mixing unclear origin declarations with USMCA claims can create confusion and risk. The discussion then shifts to tariff classification. Lalo and Trudy emphasize that “all roads lead to the HTS.” USMCA qualification depends on understanding the classification of the finished product and the classifications of the components, parts, or ingredients used to make it. Without that foundation, companies cannot properly apply product-specific rules or determine whether a tariff shift has occurred. Key Takeaways • USMCA does not require the old NAFTA certificate form, but it does require specific minimum data elements. • Companies may use their own format for USMCA certification as long as the required information is included. • The certifier, exporter, producer, and importer must be clearly identified with the required contact details. • Documentation must clearly show which goods qualify for USMCA and which do not. • Tariff classification is the foundation for USMCA qualification. • Companies must know the classification of the finished good and the components used to make it. • Product-specific rules under USMCA depend on classification and often require analyzing tariff shifts. • Lalo and Trudy recommend understanding tariff classification before taking on USMCA qualification work. Resources & Mentions • Global Training Center • TruTrade Solutions • Lalo Solorzano on LinkedIn • Trudy Wilson on LinkedIn Credits Host: Lalo Solorzano – LinkedIn Trudy Wilson – LinkedIn Guest(s): N/A Producer: Lalo Solorzano

Host: Annik Sobing Guest: Niki McKinnell Published: May 2026 Length: ~22 minutes Presented by: Global Training Center Niki McKinnell on Sales, Marketing, and the Story Behind Supply Chain Growth Annik Sobing welcomes Niki McKinnell to the Simply Trade Roundup for a conversation about what happens when sales and marketing break down in B2B SaaS supply chain companies. Niki shares how her career began in public sector communications and crisis press offices, how she learned to build a story with limited resources, and how that foundation shaped the way she approaches marketing, messaging, and go-to-market strategy today. What You'll Learn in This Episode How Niki built a career around storytelling Niki explains how her path started in government communications, where she worked in press offices and crisis environments. She talks about how those early experiences taught her to think strategically about messaging, audience, and impact. Why sales and marketing break down The episode explores the most common reasons sales and marketing teams lose alignment in supply chain SaaS companies. Niki describes how different definitions, assumptions, and metrics can create friction even when everyone is working toward the same goal. What makes supply chain different Niki breaks down why supply chain has its own flavor when it comes to go-to-market strategy. Buyers are focused on their operations, not your product, which means credibility, timing, and intentional messaging matter more than ever. How to bring teams back into alignment One of the most useful parts of the conversation is Niki's framework for stronger execution: alignment, coordination, and visibility. She explains how teams can work more intentionally before, during, and after GTM activity so they are moving with the same goals in mind. Why long sales cycles need a different approach Niki and Annik discuss how complex buying committees, long sales cycles, and deeply rooted habits make this industry especially challenging. Niki shares how companies need to adapt their strategy to meet buyers where they are. What to do when pipeline stalls Niki offers advice for founders and leaders who are struggling with pipeline. Her recommendation is to focus on the brand, demand, expand framework, with brand awareness, demand generation, and customer growth all working together to support revenue. Who this episode is for This episode is especially valuable for marketing leaders, sales teams, founders, and GTM professionals working in supply chain or B2B SaaS. It is also a great listen for anyone trying to understand how strategy, communication, and alignment shape growth in a complex industry. This podcast is presented by Global Training Center.  Subscribe & Follow Stay connected with the Simply Trade community and never miss an episode that helps you trade smarter.

Host: Lalo Solorzano Published: May 21, 2026 Length: ~22 min. Presented by: Global Training Center Summary In this special 500th episode of Simply Trade, Lalo Solorzano steps behind the mic solo for the first time to reflect on how the podcast began, how it has evolved, and where it may be headed next. What started during the pandemic as a way to recreate the casual, meaningful trade conversations usually found at conferences has grown into a platform with multiple hosts, recurring segments, conference partnerships, and a loyal trade community. Lalo shares the origin story of the show, from its early days with Andy Shiles to the addition of voices like Annik, Cindy Allen, Renee, Julie, Warrington Ellicott, Trudy, and others. He also talks openly about the challenges of producing a podcast, the decision to remain mostly sponsor-free, and the importance of keeping the show focused on authentic conversations rather than outside influence. This milestone episode is part reflection, part roadmap, and part thank-you note to the listeners, hosts, partners, and trade professionals who have helped Simply Trade reach 500 episodes. Main Topic / Discussion This episode centers on the 500-episode milestone of Simply Trade and the evolution of the podcast from a pandemic-era idea into a broader trade media platform. Lalo reflects on the show's beginnings, the people who helped shape it, and the different series that have emerged over time, including Cindy's trade commentary, Canadian-focused episodes, professional development tips, conference partnerships, and potential future segments. He also shares what may be coming next, including more trade crime episodes, possible Mexico-focused content, renewed “Simply Trade Folks” conversations, and more technology-focused discussions around AI and trade tools. Key Takeaways • Simply Trade began as a way to recreate informal trade conversations during the pandemic. • The show has grown from a simple host-led podcast into a larger platform with multiple voices and recurring segments. • Lalo wants the podcast to remain authentic, open, and mostly free from sponsor influence. • Future content may include trade crime stories, Mexico-focused episodes, technology discussions, and more career-centered conversations with trade professionals. Resources & Mentions USMCA Qualification Tool - Accepting Applications for Beta Testers Global Training Center Lalo Solorzano on LinkedIn Simply Trade Podcast Trade Geeks Community Credits Host: Lalo Solorzano – LinkedIn Guest(s): N/A Producer: Lalo Solorzano

Host: Lalo Solorzano and Andy Shiles Guest(s): Josh Rodman Published: May 20, 2026 Length: 31:53 Presented by: Global Training Center Summary Export compliance is not always as simple as checking an ECCN, screening restricted parties, and moving forward. In this episode, Lalo Solorzano and Andy Shiles speak with Josh Rodman, Senior Attorney with Schulz Trade Law, about a lesser-known export control issue involving Russia, Belarus, and outbound HTS-based controls under Part 746 of the EAR. Josh explains why Russia and Belarus are different from most export destinations: certain products may trigger export licensing requirements based on their HTS code, even when the product appears to be EAR99 and even when the shipment is not going directly to Russia or Belarus. The bigger concern is diversion risk, especially when goods are shipped to high-risk jurisdictions such as Kazakhstan, the UAE, certain “STAN” countries, or other locations where products may later be transferred. The conversation also covers routed transactions, USPPI responsibilities, the importance of accurate ECCN and HTS classification, shipper's letter of instruction documentation, written procedures, customer due diligence, and when companies may need to consider licensing or deeper review before proceeding. Main Topic / Discussion This episode focuses on how U.S. exporters can identify and manage export control risks tied to Russia and Belarus, even when they are not selling directly into those countries. Josh Rodman explains that Part 746 of the EAR creates outbound HTS-based controls for certain products destined for Russia or Belarus, or for transactions where there is a significant risk of diversion. The discussion highlights how exporters can miss this issue if they only rely on ECCN analysis, restricted party screening, or standard export procedures. The hosts and guest also explore routed transactions, domestic sales that may later become exports, distributor risk, documentation practices, and the need for written compliance procedures and training. Key Takeaways • Russia and Belarus are unique because certain export controls are tied to outbound HTS codes, not only ECCNs. • An EAR99 product may still require deeper review if the HTS code appears under Part 746 and there is a risk of diversion to Russia or Belarus. • Exporters should not rely solely on customer assurances, especially when working with new distributors in higher-risk jurisdictions. • Routed transactions do not eliminate the U.S. seller's responsibilities; the USPPI should provide accurate ECCN information through the SLI. • Written procedures, trained staff, accurate classifications, customer diligence, and documentation can help protect companies when export risks arise. • Export opportunities remain strong, but companies need a solid compliance foundation before pursuing higher-risk international sales. Resources & Mentions • Global Training Center • Schulz Trade Law • International Compliance Professionals Association • Bureau of Industry and Security • 15 CFR Part 746 – Embargoes and Other Special Controls Credits Host: Lalo Solorzano Andy Shiles Guest(s): Josh Rodman Producer: Lalo Solorzano

Host: Lalo Solorzano and Trudy Wilson Published: May 19, 2026 Length: 13:24 Presented by: Global Training Center Summary In this episode of Simply Trade, Lalo Solorzano and Trudy Wilson return for another Trudy's Trade Tips segment, shifting the conversation from Incoterms to USMCA and free trade agreements. The big message: you do not have to participate in a free trade agreement just because one is available. Trudy explains why companies should pause before making USMCA or other FTA claims, especially if they do not have the proper documentation, qualification process, or internal controls in place. While free trade agreements can offer legitimate duty savings, they also come with responsibility. If your company claims preferential treatment, Customs can verify that claim, and you need to be ready to prove the goods qualify. The episode also highlights why importers are not required to use a certificate just because they receive one, and why other duty-free provisions, such as Chapter 98, may sometimes be worth reviewing. Trudy closes with a key warning about USMCA preference criterion A: if you see it, challenge it. Main Topic / Discussion This episode focuses on whether companies should participate in a free trade agreement, with special attention on USMCA. Trudy explains that FTAs can be valuable tools for reducing duty, but they should not be used casually or automatically. A major point of discussion is the importance of supporting documentation. Companies that make USMCA claims must be able to prove that their products qualify under the agreement. If they cannot, they may be exposing themselves, and their customers, to verification risk. Trudy also explains that importers have a choice. Even if a supplier provides a free trade agreement certificate, the importer does not have to use it. In some cases, another duty-free provision may be more appropriate, but those options also require documentation and proper reporting. The conversation also introduces preference criteria, especially criterion A. Trudy warns that criterion A is often misunderstood and should only be used when every part, component, ingredient, or input can be traced back to the U.S., Mexico, or Canada. Key Takeaways • You do not have to participate in a free trade agreement simply because one is available. • USMCA and other FTAs can provide legitimate duty savings, but only when the goods truly qualify. • Companies should pause FTA claims if they do not have proper documentation or internal procedures in place. • Making an FTA claim can increase the likelihood of review or verification by Customs. • Importers do not have to use a supplier's certificate if they are not comfortable with the qualification. • Other duty-free options, such as Chapter 98, may be available but still require supporting documentation. • Under USMCA, preference criterion A should be challenged unless the company can prove every input is originating. Resources & Mentions • Global Training Center • TruTrade Solutions Credits Host: Lalo Solorzano – LinkedIn Trudy Wilson – LinkedIn Producer: Lalo Solorzano

Host: Annik Sobing Guest: Amy Morgan, Trade Compliance Executive, Advisor & Speaker. Former VP, Trade at Altana. Tradenerd. Published: May 18 2026 Length: ~27 minutes Presented by: Global Training Center Amy Morgan on Reinventing Trade Through Technology and Vision Annik Sobing welcomes Amy Morgan back to the Simply Trade Roundup for a conversation about her journey through trade, technology, and transformation. Amy reflects on joining Altana during the uncertainty of the pandemic, helping build an AI-powered trade startup from the ground up, and what it meant to be part of a company that was ahead of the market. She shares how her perspective on trade compliance evolved, why she believes trade professionals need more strategic tools, and how she knew it was time to step into a new chapter while still staying connected to the work she cares about. What You'll Learn in This Episode How Amy entered the startup world Amy explains what led her to Altana during COVID and why she was drawn into a startup at a time when everything felt uncertain. She also talks about the intensity, energy, and uncertainty of building something new from the earliest stage. What it takes to build in AI and trade The episode offers a behind-the-scenes look of working in a startup where trade experts and technologists had to learn each other's language. Amy describes the excitement of working with young technologists and the speed at which new ideas could become real tools. How trade compliance has changed Amy shares how her view of trade compliance evolved over six years at Altana, and why she now sees it as a strategic function that can drive business decisions. She discusses the growing importance of visibility, intelligence, and proactive compliance in today's trade environment. Knowing when it's time to move on One of the most thoughtful parts of the conversation is Amy's explanation of why she decided it was time to take the next step. She talks about wanting space to write, teach, mentor, and continue contributing to trade in new ways. What she's building now Amy opens up about her next chapter, including advisory work, book writing, teaching, and community involvement. Her focus remains on helping trade professionals see the value and significance of their work in a changing world. Who this episode is for This episode is especially valuable for young professionals trying to find their place in trade, technology, or leadership. It is also meaningful for people already in senior roles who want to reflect on their own journey and remember where they came from, what shaped them, and how to keep growing with intention. Credits Host: Annik Sobing Guest: Amy Morgan Presented by: Global Training Center Subscribe & Follow Stay connected with the Simply Trade community and never miss an episode that helps you trade smarter.

Host: Cindy Allen Published: May 15 2026 Length: ~13 minutes Presented by: Global Training Center Are We Out of the Woods Yet? Trade Policy, CAPE Updates, and a Push Toward Normalized Trade In this episode of Simply Trade: Cindy's Version, Cindy Allen uses Taylor Swift's “Are We Out of the Woods Yet?” to frame a week full of major trade developments. She covers the ongoing court fight over Section 122 tariffs, the Supreme Court's ruling on freight broker liability, shifting freight and fuel costs tied to global conflict, and new pressure in USMCA negotiations. The episode also brings encouraging CAPE updates, including refunds reaching importers' bank accounts, while highlighting the still-busy ACE help desk and the potential scope of phase two. Cindy closes by looking at recent U.S.-China developments and asking whether trade may finally be moving back toward a more stable, predictable path. What You'll Learn in This Episode Section 122 and court action Cindy explains how the administration is continuing to challenge the court's ruling on Section 122 tariffs and why a Supreme Court resolution now seems likely. She also notes that CBP's ability to administer tariffs on an importer-by-importer basis was a major concern in the case. Broker liability and vetting The episode covers the Supreme Court's unanimous decision in Montgomery v. Caribe Transport 2, which may expose logistics companies and freight brokers to liability for carrier safety issues. Cindy discusses how this is pushing forwarders and associations to rethink vetting and risk management. CAPE progress and phase two There is good news on CAPE: refunds are reportedly hitting bank accounts, and many importers are seeing the process work as intended. Cindy also discusses unresolved questions around reconciliation filings and what might be included in the next phase. Trade policy and pricing pressure The conversation turns to rising transportation costs, changes in ocean and air freight demand, and congressional concern over Mexican produce imports in the USMCA context. Cindy explains how anti-dumping duties and policy shifts are feeding into inflation and trade uncertainty. Are we out of the woods? Cindy uses the song to reflect on whether trade is finally moving toward stability, predictability, and more normalized negotiations. She ends on a hopeful note that the current turbulence may be giving way to a more balanced trade environment. Credits Host: Cindy Allen Presented by: Global Training Center   Subscribe & Follow Stay up to date with the latest in global trade:

Host: Lalo Solorzano and Andy Shiles Guest(s): Ken Roberts Published: May 14, 2026 Length: 58:39 Presented by: Global Training Center Summary In this episode of Simply Trade, Lalo Solorzano and Andy Shiles welcome back trade data expert Ken Roberts of WorldCity for a timely look at the numbers shaping U.S. imports, exports, and global trade strategy. With trade policy, tariffs, supply chain shifts, AI demand, and geopolitical uncertainty all moving at once, Ken helps break down what the latest data is really showing. The conversation covers major changes in U.S. trade flows, including shifts involving China, Mexico, Taiwan, Vietnam, Switzerland, Ireland, and Canada. Ken explains why certain categories, like gold, computers, AI-related hardware, pharmaceuticals, oil, beef, and vehicles, are seeing dramatic swings. He also highlights how front-loading ahead of tariffs, changing sourcing strategies, and evolving global demand are showing up in the numbers. This episode matters because trade data is more than statistics. It is a window into where companies are sourcing, where markets are moving, and how business leaders should think about risk, opportunity, and long-term strategy in a changing global economy. Main Topic / Discussion This episode focuses on current U.S. trade trends and what recent import and export data reveals about the changing global economy. Ken Roberts explains how trade volumes, deficits, product categories, and partner-country rankings are shifting in response to tariffs, AI infrastructure demand, energy markets, pharmaceutical movements, and geopolitical uncertainty. A major theme is the continued reshaping of supply chains away from traditional patterns. China remains a major trade partner, but Ken points to significant declines in certain China-related trade flows, while countries like Mexico, Vietnam, and Taiwan are gaining importance. Taiwan's growth is tied heavily to computer hardware and AI-related infrastructure, while Mexico continues to play a major role in cross-border trade and manufacturing. The conversation also explores the difference between merchandise trade and services trade, why trade deficits matter, and how U.S. ports, airports, and border crossings are affected by changes in commodity flows. Ken also shares thoughts on the future of USMCA, export market opportunities, and why trade professionals should pay close attention to the data before making assumptions. Key Takeaways • U.S. trade patterns are shifting quickly as tariffs, AI demand, and geopolitical pressures reshape global supply chains. • Mexico remains a critical U.S. trade partner, while Taiwan and Vietnam are gaining importance in specific import categories. • AI infrastructure demand is driving major increases in computer hardware and related imports from Taiwan. • Gold, pharmaceuticals, oil, beef, vehicles, and computer equipment are all showing notable movement in the latest trade data. • China's role in U.S. trade is changing, with some product categories moving to other countries and new questions emerging around rules of origin. • USMCA remains an important area to watch as companies evaluate sourcing, manufacturing, and North American trade strategy. • Trade data can help businesses identify risks, spot market opportunities, and make more informed decisions about sourcing and exports. Resources & Mentions • Global Training Center • WorldCity / U.S. Trade Numbers Credits Host: Lalo Solorzano – LinkedIn Andy Shiles – LinkedIn Guest(s): Ken Roberts – LinkedIn Producer: Lalo Solorzano

Host: Lalo Solorzano and Trudy Wilson Published: May 13, 2026 Length: 13:22 Presented by: Global Training Center Summary In this episode of Simply Trade, Lalo Solorzano welcomes back Trudy Wilson for another round of Trudy's Trade Tips, continuing the conversation on Incoterms that deserve extra caution. After previously covering Ex Works, Trudy turns to the opposite end of the spectrum: DDP, or Delivered Duty Paid. At first glance, DDP can sound like the easiest option for buyers because the seller appears to handle everything. But as Trudy explains, that convenience can come with serious compliance risk. Whether you are the seller taking responsibility for import requirements in another country, or the buyer relying on a foreign supplier to correctly manage customs clearance, DDP can create unexpected exposure. The discussion breaks down why importers must stay alert to documentation, classification, tariffs, antidumping and countervailing duties, broker setup, and country-specific import rules. Trudy also explains why sales teams may love DDP from a customer service perspective, but compliance teams should take a closer look before agreeing to it. This episode matters because Incoterms are not just shipping terms. They affect cost, risk, responsibility, and compliance exposure. Main Topic / Discussion This episode focuses on the risks of using DDP, Delivered Duty Paid, in international transactions. Trudy explains that DDP places maximum responsibility on the seller, including transportation, costs, risk, and import compliance into the destination country. For sellers, DDP may mean taking on import obligations in a country where they may not understand the rules or may not even be legally permitted to act as the importer. For buyers, DDP may seem convenient, but it can create risk when a supplier misclassifies goods, undervalues shipments, fails to account for tariffs, or does not properly set up broker authority. Trudy also emphasizes that companies should not assume a freight forwarder or broker has the same capabilities in every country. Service provider coverage, local representation, and destination-country expertise are essential when considering any complex import transaction. The episode closes with a practical reminder: companies can often simplify Incoterm decisions by focusing on a smaller group of more practical terms, while still getting proper training before applying them. Key Takeaways • DDP may sound convenient, but it can create major compliance exposure for both buyers and sellers. • Sellers using DDP may become responsible for import rules and requirements in the destination country. • Some countries do not allow foreign entities to complete DDP transactions unless they have the proper local presence. • Buyers should not assume a supplier will correctly manage classification, valuation, tariffs, or duty requirements. • Even if a buyer is listed only as the ultimate consignee, they may still be tied to the import transaction. • Companies should verify broker setup, documentation, data elements, and service provider capabilities before agreeing to DDP. • Trudy recommends staying away from DDP whenever possible and focusing on more practical Incoterms when appropriate. Resources & Mentions • Global Training Center • TruTrade Solutions Credits Host: Lalo Solorzano – LinkedIn Trudy Wilson – LinkedIn   Producer: Lalo Solorzano

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

Host: Cindy Allen Published: May 2026 Length: ~12 minutes Presented by: Global Training Center It's Time to Go: Refunds, Trade Policy, and What Comes Next In this episode of Simply Trade: Cindy's Version, Cindy Allen walks listeners through a busy week in international trade while using Taylor Swift's “It's Time to Go” as the theme. She covers the latest Court of International Trade ruling on Section 122, the ongoing CAPE refund process, Section 301 hearings, possible changes to Section 232 tariffs, and new concerns around CPSC data requirements. The episode also touches on fraud prevention, ACE help desk issues, and why it may be time to return to more traditional trade processes with clearer timelines and checks and balances. What You'll Learn in This Episode Court and tariff updates Cindy explains the recent CIT ruling on Section 122 and how it may affect future trade actions. She also discusses the possibility of further appeals and what that could mean for importers. CAPE refund progress The episode shares encouraging news that CAPE refunds are reportedly hitting bank accounts. Cindy also covers the 45-day review window and the safeguards CBP is using to catch duplicate or mistaken filings. Fraud and cybersecurity concerns Cindy highlights CBP's webinar and CSMS update about fraud in the CAPE process, including the need to verify bank details and watch for duplicate filings. She notes that many of the problems CBP is seeing are clerical or procedural rather than outright fraud. New compliance pressure The conversation shifts to the upcoming CPSC data requirements and why many importers may not yet be prepared. Cindy explains that the timeline is tight and that companies should work closely with brokers to get ahead of the new filing expectations. Why “It's Time to Go” fits Cindy uses the Taylor Swift song to reflect the need to move away from overly novel tariff approaches and back toward more traditional trade processes. Her message is that trade needs time, structure, and predictability in order to plan and adjust effectively. Credits Host: Cindy Allen Presented by: Global Training Center Subscribe & Follow Stay up to date with the latest in global trade:

Host: Lalo Solorzano and Andy Shiles Guest(s): Evan Smith Published: May 7, 2026 Length: 43:23 Presented by: Global Training Center Summary Global trade is changing fast, and compliance teams are being asked to do more than ever before. In this episode of Simply Trade, Lalo Solorzano and Andy Shiles welcome back Evan Smith of Altana to discuss how artificial intelligence, supply chain visibility, and product passports are reshaping the way importers, brokers, forwarders, and governments approach trade compliance. Evan explains why traditional customs entry data is no longer enough for today's regulatory environment, especially as forced labor enforcement, tariff stacking, rules of origin, carbon requirements, and geopolitical risk all demand a deeper understanding of the full value chain. The conversation explores how product passports can help companies move from reactive problem-solving to proactive trade assurance, allowing importers to document, validate, and communicate product and supply chain information before goods arrive at the border. This episode matters because it highlights a major shift: trade compliance is no longer just a back-office function. It is becoming a strategic business capability that can reduce risk, improve speed to market, and create competitive advantage. Transcript source: Main Topic / Discussion The episode focuses on the rise of AI-enabled product passports and how they can help companies manage modern trade compliance challenges. Evan Smith explains how Altana's technology maps value chain networks, supports regulatory attestations, and helps businesses better understand supplier relationships, origin data, forced labor risk, tariff exposure, USMCA qualification, and other trade requirements. A key theme is the shift from transaction-based compliance to network-based compliance. Instead of relying only on individual customs entries, companies are being encouraged to build a deeper, ongoing view of their products and supply chains. This allows trade teams to identify risk earlier, respond more effectively to government inquiries, and potentially gain trade facilitation benefits through pre-validation and stronger documentation. The discussion also emphasizes leadership's role in elevating trade compliance across product design, sourcing, procurement, logistics, and overall business strategy. Key Takeaways • Customs authorities are increasingly focused on full supply chain and value chain visibility, not just entry-level transaction data. • Product passports can help importers proactively document product identity, supplier networks, origin details, and compliance evidence. • AI is not replacing trade professionals; it is giving them better tools to manage growing complexity. • Trade compliance should be involved earlier in business decisions, including design, sourcing, procurement, and logistics planning. • Companies that understand and manage their value chain networks can reduce risk, improve clearance outcomes, and create competitive advantage. • Leadership must provide trade teams with the authority, budget, tools, and organizational access needed to respond to today's trade environment. Resources & Mentions • Global Training Center • Altana Credits Host: Lalo Solorzano – LinkedIn Andy Shiles – LinkedIn Guest(s): Evan Smith – LinkedIn Producer: Lalo Solorzano

Host: Cindy Allen - Trade Force Multiplier Guest: Pete Mento, Baker Tilly Published: May 2026 Length: ~42 minutes Presented by: Global Training Center CAPE Audits, Broker Value, and the Real Cost of Recovery Cindy Allen sits down with Pete Mento of Baker Tilly for an unfiltered conversation about CAPE refunds, audits, broker fees, and what importers should really be thinking about as the refund process evolves. Pete shares why importers need to own the accuracy of their data, why audits matter before filing, and why the broker relationship is more important than ever when claims involve tariffs, offsets, and potential corrections. The episode also covers the value of customs brokerage, the debate over fee structures, and the impact of Amazon, reverse logistics, and broader market changes on the future of trade. What You'll Learn in This Episode CAPE rollout and audit readiness Pete explains why the CAPE system has performed better than many expected and why importers should not assume the filing itself means the hard work is over. He emphasizes that the data behind the filing needs to be accurate before it is uploaded. Importer responsibility A major theme of the conversation is that the importer, not the broker, is ultimately responsible for the information in the entry. Pete and Cindy discuss why internal audits, review of stack orders, and entry-level diligence are essential before requesting a refund. What broker services are worth The episode digs into broker compensation, including the difference between commodity pricing and value-based service. Cindy and Pete discuss when fee structures feel fair, when they do not, and why brokers should be paid for real work and not treated as a free commodity. Software, AI, and audit tools Pete and Cindy also explore the role of software in auditing and why technology can help customs professionals focus on higher-value issues instead of repetitive checks. They compare the evolution of ABI to the current rise of AI and automation in trade. Amazon and the future of logistics The conversation closes with thoughts on Amazon, freight forwarding, and reverse logistics, including how major players are reshaping delivery, returns, and consumer expectations. It's a forward-looking discussion about where trade and transportation may be headed next. Credits Host: Cindy Allen Guest: Pete Mento Presented by: Global Training Center Subscribe & Follow Stay up to date with the latest in global trade:

In this episode of Simply Trade, host Lalo Solorzano is joined by Trudy Wilson, longtime Global Training Center instructor and trade compliance expert, for the first installment of what Lalo calls “Trudy's Trade Tips.” This conversation focuses on a foundational topic that continues to create confusion across import and export teams: Incoterms 2020. Trudy breaks down why companies should not simply default to familiar terms like FOB or Ex Works, especially when containerized freight, export filing, loading responsibility, and risk exposure are involved. Key Takeaways Incoterms are voluntary, but they help buyers and sellers clearly define responsibility. There are 11 Incoterms, but most companies should focus primarily on the 7 “any mode” terms. FOB, CIF, CFR, and FAS are often misused when goods are moving in containers. “Ocean shipment” does not automatically mean one of the ocean-only terms applies. Ex Works may look simple for the seller, but it can create serious compliance and operational risk. Export filing, proof of export, loading responsibility, and product destination still matter. AI and automation can help, but trade professionals still need the foundation to validate results. Featured Discussion Trudy explains why the four sea and inland waterway terms should generally be reserved for goods that are “pumped or dumped” onto a vessel, such as oil, grain, minerals, or ore. For most containerized shipments, even when moving by ocean, companies should usually be evaluating the seven any-mode Incoterms instead. She also cautions against the casual use of Ex Works, reminding exporters that “easy” does not always mean low risk. Memorable Quote “If you don't have the foundation right, you're going to have issues with the tariffs anyway.” Hosts Lalo Solorzano Trudy Wilson About Simply Trade Simply Trade is a podcast by Global Training Center, created for trade compliance professionals, importers, exporters, customs brokers, and supply chain leaders who want practical conversations about global trade.

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

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

Hosts: Renee Chiuchiarelli & Julie Parks Series: Tactical vs. Strategic (Series 7) Episode: Episode 5 – Demonstrating Strategic Value Length: ~15 minutes

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

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

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

Hosts Renee Chiuchiarelli Julie Parks Episode Length ~10 minutes Episode Summary In this episode of Simply Trade Tips: Hammer & Heels, Renee and Julie tackle one of the toughest realities in transforming trade organizations:

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.