Spring 2015 - Global Offset and Countertrade Association

GOCA Spring 2015 Conference
Sunday May 10th – 13th, 2015
at The Meritage
Napa, California, USA
Conference Host Committee
Dov Hyman, GOCA Lead Host, Dolin International Cary Viktor, GOCA Chairman, Lockheed Martin
Mitchell Butta, Northrop Grumman
Michael Rothermel, Cisco Systems
Carlos Cristi, Raytheon
Ayhan Izmirli,
Thomas Zentellini, Rohde-Schwarz
Michael Thome, Rockwell Collins
Laurence Van Bockel, Van Bockel and Partners
Elizabeth Macintosh, Raytheon
Jim Corcoran, Sikorsky Aerospace
Hervé De Murat, Safran
Carlos Caminero, General Electric
Jay Campbell, The Boeing Company
P.J. Hart, Raytheon
We look forward to seeing you in Napa this May!
This promotion contains valuable information on the upcoming conference, including the preliminary
agenda, offset training, how to register for the conference (this section includes information for
spouse/guest registration), and how to make hotel reservations. To make it easy to find the conference
information you need, we are providing a table of contents with page numbers below.
TABLE OF CONTENTS
1. Preliminary Conference Agenda
Pages 3 & 4
2. Offset Training 101 Workshop
Page 4 & 5
3. Reservations at The Meritage Resort & Spa
Page 5 & 6
4. Conference Registration Fees
Pages 6 & 7
5. How to Register for the Conference
Page 7
6. Transportation
Page 8
7. Dress Code, QR Code, Contact Information
Page 8
2
PRELIMINARY CONFERENCE AGENDA AS OF FEBRUARY 12, 2015
We expect to have government and industry leaders representing over 20 countries including Australia,
Brazil, Canada, Denmark, Finland, India, Indonesia, Israel, Japan, Malaysia, Netherlands, Oman, Peru,
Saudi Arabia, South Africa, South Korea, Turkey, UAE, and others.
Invited speakers include, but are not limited to:
Australia: Malcolm Taylor, C&I Projects
Canada: John Knubley, Deputy Minister, Industry Canada
Finland: Representative of the Finnish Ministry of Defense
India: Rahul Madhavan, Director Aerospace and Defense Policy, US-India Business Council
Indonesia: Silmy Karim, Cooperation and Institutional Relation Committee for Defence Industry Policy
Israel: Ziva Eger, Director, Industrial Cooperation Authority
Japan: Representative of Mitsubishi Corporation / Bank of Tokyo
Malaysia: Major Zailani bin Safari (Retired) Vice President / Offset Management Services / MIGHT
Netherlands: Pieter Taal, Commissioner Military Production, Ministry of Economic Affairs
Norway: Roar Smedsrød, Director Industrial Cooperation, MOD
Oman: Saleem Al Zawawi, Ministry of Commerce and Industry
Peru: Col.Cohayla, Ministry of Defense
Saudi Arabia: H.E. Dr. Muhammad Sulaiman Al-Jasser, Saudi Minister of Economy and Planning and
Chairman of the Economic Offset Committee
South Korea: Han, Ki-in, Director, Offset Trade Division, Defense Acquisition Planning Bureau (DAPA)
Switzerland: Per Magnus Larsson, armasuisse
Turkey: Huseyin Avsar, Department Head, SSM
UAE: Matar Al-Romaithi, Tawazun Economic Council
US: Derek Gilman, General Counsel and Principal Director of Defense Security Cooperation Agency
Other presentations and invited speakers will include:

A discussion on common global issues and insights on what EU/US governments are doing by
Isabelle Maelcamp and Remy Nathan

An update on India’s Industrial Partnership activities.
An offset success story presented by Nicole Verkindt, OMX; and Mayank Patel, Tri Polus
An update briefing on offset and export controls, Marlene Tarbell, Director, Trade Licensing and
Compliance, General Dynamics


3

How offset and industrial participation have contributed to growth and how it stimulated
innovations, Roland Grimm, Financial and Business Development Director, Etteplan

Defense offsets: From "contractual burden" to competitive weapon, Kevin Dehoff, John Dowdy
and O Sung Kwon

Several cutting edge innovation and technology presentations presenting a variety of high-tech
partners that can be deployed to deliver IP solutions.

Civil offset presentations that will explain the significant growth of global civil offset obligations and
what we can expect in the years to come.

Experts from government, universities, and the private sector who will provide insights on the
challenges and solutions for the industrial partnership industry sectors.
Additional speaker confirmations will be available on the GOCA Website (www.globaloffset.org) as they
become available.
OFFSET TRAINING 101 WORKSHOP (Available for Industry Participants Only)
Similar to the training workshops held in Barcelona for GICC 2014, this year’s program will be provided by
the Offsets Advanced Training Programme (OATP), designed and presented by Offsets 2000 and the
University of Warwick. The OATP is based on actual case studies, developed into a body of “best industry
practice”.
What will you learn?
The training modules presented will provide you with a “fast track” to acquiring the practical skills essential
to your organization in constructing and delivering profitable, low-risk, offset business. The OATP training
materials will provide insight on how offset can be used as a positive discriminator in international
competitions and how companies can effectively manage offset risk. You will also learn the correct
terminology, concepts and practices used throughout the international offset community.
Who should attend?
The OATP is highly beneficial to first time conference attendees directly involved in the management of
offset programs. It is also very effective in raising awareness for people working in adjacent functions, such
as Business Development, Contracts, Purchasing and General Management.
Training Workshop - Session 1
Wednesday, May 13th, 08:30 - 10:30
Instructors: Roger Bulgin, Offsets 2000, and Dr. Kogila Balakrishnan, University of Warwick
Introduction to Offsets – From Theory to Practice
Training Outline:
· Definition of Countertrade and Offsets in the context of global defense business environment
· History and evolution of Offsets
· Global trend and growth of Offsets
· Offsets technical terminologies
Offset & Corporate Strategy
Training Outline:
· Appreciate the implications of ‘tactical’ and ‘strategic’ approaches to Offset.
· Understand how this can enhance management decision-making.
· Evaluate different approaches for using Offset to improve competitiveness.
· Determine how Offset programs can be organized and delivered to achieve desired outcomes.
4
Training Workshop - Session 2
Wednesday, May 13th, 11:00 – 13:00
Instructors: Roger Bulgin, Offsets 2000, and Dr. Kogila Balakrishnan, University of Warwick
Offset & Organizational Structure
Training Outline:
· Appreciate how Offset can have implications across the whole organization.
· Analyze the benefits of taking a ‘holistic’ approach to Offset management.
· Assess how this can benefit competitiveness and reduce risk.
· Appreciate the operational benefit of having a ‘top-down’ Offset mandate.
Managing Offset Risk
Training Outline:
· Understand the meaning of risk and its application in the context of Offsets.
· Analyze the factors that contribute to the level of risks in Offsets business.
· Evaluate how to mitigate Offset risk.
RESERVATIONS AT THE MERITAGE
We have negotiated special rates for a limited number of guest rooms at The Meritage Resort & Spa
for the nights of May 8th – 13th, 2015. The guest room rates at The Meritage are as follows:
Single/Double Occupancy Room $209 + $20 Resort Fee + Tax
Triple/Quadruple Occupancy Room $234 + $20 Resort Fee + Tax
Other room type options at The Meritage Resort & Spa may also be available at a higher rate.
The conference group rate will be honored three days prior (May 5th) and three days after (May 16th) the
conference subject to availability. However, please note that guest rooms on Friday or
Saturday will be at the rate of $299 + $20 resort fee + tax based on availability and are very limited.
The Resort is at high occupancy on May 7th and is currently sold out on May 15th and 16th.
*The resort fee includes the following amenities: Welcome bottle of wine, bottled water refreshed daily,
daily newspaper, Resort business center and fax service, in-room high speed internet service, wireless
internet access in all public areas, valet and self-parking, use of resort fitness facilities, evening downtown
Napa shuttle, shuttle to Eagle Vines and Chardonnay Golf Courses.
*To make hotel reservations at The Meritage Resort & Spa, click on this reservations link.
Should any guest wish to speak with a Reservations Coordinator, please call the Resort +1-707-251-1900
for In House Reservations, or the 24 hour Central reservation line +1-855-318-1768. Identify yourself as
part of the GOCA group and provide your name, home/business address, email address, room type, and
check-in and check-out dates.
*A credit card number of each guest will be needed as a guarantee at time of reservation.
*The cutoff date for hotel reservations at The Meritage Resort & Spa is April 15, 2015 when the online
booking system will be closed. After the cutoff date, reservation requests received less than 21 days prior
to the group’s arrival will be accepted on a space available basis and at the best available rate at that time.
*An individual’s deposit is refundable if The Meritage Resort & Spa receives notice at least 48
hours prior to scheduled arrival.
5
*Upon check-in, each guest will be required to present a valid credit card on which an amount of sufficient
pre-authorization can be obtained to cover the room, resort fee, tax, plus the anticipated use of the
Resort’s ancillary services. The Resort also requires each guest’s home/business address and email
address.
Check-in is at 4:00 pm (16:00) on day of arrival and check-out is 11:00 am on day of departure.
For more information on The Meritage Resort & Spa, please visit their Website at
http://meritageresort.com/
The address for The Meritage Resort & Spa:
The Meritage Resort & Spa
875 Bordeaux Way
Napa, California, 94558
USA
CONFERENCE REGISTRATION FEES
Early bird fee ends March 31st
DKF members conference only U.S.$1,240
DKF members conference & training U.S.$1,365
GOCA members conference only U.S.$990
GOCA members conference & training U.S.$1,115
Government conference only U.S.$990
Nonmembers conference only U.S.$1,490
Nonmembers conference & training U.S.$1,615
Spouse/Guest fee U.S.$150
Standard fee begins April 1st and is valid until May 1st:
DKF members conference only U.S.$1,340
DKF members conference & training U.S.$1,465
GOCA members conference only U.S.$1,090
GOCA members conference & training U.S.$1,215
Government conference only U.S.$1,090
Nonmembers conference only U.S.$1,590
Nonmembers conference & training U.S.$1,715
Spouse/Guest fee U.S.$150
From May 2nd onwards, a late fee of $100 will be applied to conference attendee registrations, if
space is available:
DKF members conference only U.S.$1,440
DKF members conference & training U.S.$1,565
GOCA members conference only U.S.$1,190
GOCA members conference & training U.S.$1,315
Government conference only U.S.$1,190
Nonmembers conference only U.S.$1,690
Nonmembers conference & training U.S.$1,815
Spouse/Guest fee U.S.$150
*Note: Names of late conference registrants may not appear on the printed conference attendee list onsite.
6
Conference Registration Closes/Shuts Down at Noon U.S. ET on Friday, May 8th. *After this
time/date, the online registration system will not accept any conference registrations.
Conference Attendee Fee: The conference attendee fee includes the Opening Reception on Sunday,
May 10th; the Conference (breakfast, coffee breaks, and lunch) on Monday and Tuesday, May 11th and
12th; and the Conference Dinner on Tuesday, May 12th.
Conference & Training Attendee Fee: The conference and training attendee fee includes the Opening
Reception on Sunday, May 10th; the Conference (breakfast, coffee breaks, and lunch) on Monday and
Tuesday, May 11th and 12th; the Conference Dinner on Tuesday, May 12th; and Training on Wednesday,
May 13th. Please note that Training is for industry participants only.
Spouse/Guest Fee: The spouse/guest fee of $150 includes the Opening Reception on Sunday, May 10th;
a Coffee/Tea Reception on Monday, May 11th; and the Conference Dinner on Tuesday, May 12th.
Payment: Full payment by credit card, wire transfer, or check is required to complete your conference
registration. From April 24th to the registration deadline of May 8th only credit card payments will be
accepted.
Registration and Payment Deadline: The last day for conference registrations is Noon U.S. ET on
Friday, May 8th. *After this time/date, the online registration system will not accept any conference
registrations. Payment in advance is required by credit card, wire transfer, or check/cheque. For the early
bird rate, payment must be received by April 7th, 2015. For payment by wire transfer or check for the
standard rate it must be received by April 24th, 2015. For payment by credit card for the standard rate or
late fee it must be received by May 8th, 2015. If payment is not received by the previously noted dates,
GOCA has the option to cancel the attendee's conference registration. From April 24th to the registration
deadline of May 8th only credit card payments will be accepted.
Cancellations: Attendees cancelling prior to or on Friday, May 1st, up until 5:00 pm U.S. Eastern Time will
receive a refund. Cancellations received after this date will not be refunded. Please note that there is a $50
cancellation fee. Qualifying cancellations with payment by check or wire transfer will be refunded after the
Conference.
REGISTER FOR GOCA SPRING 2015 CONFERENCE
To register for this conference, please follow these steps:
*Visit https://www.regonline.com/gocaspring2015conference
(If your company's security settings do not allow you to open the link, copy and paste the entire link into
Internet Explorer. Then press "Enter".)
*Enter the conference attendee’s email address. Then click Continue.
(DKF and GOCA members will need a passcode in order to receive the member rate. This passcode is
sent via email from their respective organization.)
*Proceed through the step-by-step registration process.
*Upon completion, you should receive a confirmation email in your Inbox or Junk email file.
*Please print the invoice/receipt via a link on the Confirmation page or in the conference attendee’s
Confirmation Email.
7
TRANSPORTATION
There are three airports in proximity to The Meritage. San Francisco International Airport (SFO) is 55
miles, Oakland International Airport (OAK) is 56 miles, and Sacramento International Airport (SMF) is 59
miles from The Meritage. Please allow one to two hours for transportation between the airport and Resort.
The Meritage recommends Royal Coach or Pure Luxury for car services. Evans Transportation (+1707.255.1559) offers shuttles from San Francisco Airport and Oakland Airport. These shuttles run every
hour and a half and cost $45 per person for a one way fare.
DRESS CODE
The dress code will be “Business Casual” for the opening reception, conference, and conference dinner.
QR CODE FOR GOCA SPRING CONFERENCE
Scan QR Code with your iPhone or Android device for information on the GOCA Spring 2015 Conference.
FOR MORE INFORMATION
Katy Bubolz
GOCA
[email protected]
+1-202-887-9011
This promotion for the GOCA Spring 2015 Conference was updated on February 12, 2015.
8