Fundamental Research Exclusion: Your Guide to Properly Applying It



How well do you understand the Fundamental Research Exclusion?

While this critical carve-out in the U.S. export control regulations has a significant impact on universities, it's often misunderstood. This results in unforeseen gaps in export controls compliance programs that can lead to inadvertent export violations.

In this webinar, we’ll breakdown all the aspects of the fundamental research exclusion. We’ll discuss its formal definition and the framework around it within the Department of Commerce’s Export Administration Regulations (EAR) and the Department of State’s International Traffic in Arms Regulations (ITAR). We’ll also walk through “how-to” tips for educating faculty and handling contract clauses to ensure that the fundamental research exclusion is preserved whenever possible. Hypothetical case studies will bring these concepts into focus so attendees will leave with a comprehensive thought process for how to effectively handle the FRE at their institution.

 

Topic We’ll Cover:

  • Basics Behind the EAR and ITAR

  • Exclusions vs. Exceptions vs. Exemptions

  • EAR and ITAR Regulatory sections that Matter

  • Related Government Rulings

  • How to Educate Faculty on the FRE

  • Impact on Contracts

  • Impact on Stakeholders

  • Hypothetical Case Studies

Who Should Attend:

  • Anyone with direct or indirect responsibility in driving export compliance in their role

  • Participants should have an intermediate level of understanding of the U.S. export control regulations

  • Export compliance leaders, export control leaders, research compliance administrators, and sponsored program administrators at universities or non-profit research institutions

This webinar will provide PowerPoint slides and include live video and commentary from Jennifer Saak, who has 20 years of experience in export controls compliance and scientific research at Fortune 500 companies. Webinar participants are invited to submit questions during the webinar; the final 30 minutes of the webinar will be allotted to answering attendees' questions.

 

Can’t make the live broadcast of this webinar? Don’t worry; you will receive access to the webinar, via recording and PowerPoint presentation.

Speaker and Presenter Information

Jennifer Saak: Managing Director/Traliance

Jennifer Saak is the Managing Director of Traliance, a firm she founded that provides export control services for technology and research organizations in the public and private sector.

 

Dr. Saak has 20 years of experience in export controls compliance and scientific research at Fortune 500 companies. She has provided compliance solutions to top U.S. research universities, leading academic medical centers, non-profit research organizations, and a variety of industrial companies. Her expertise is in export controls risk assessments, commodity and technology classifications, training, deemed exports, and business process improvements. Dr. Saak has designed and delivered training on export controls compliance for teams based in the United States, Europe, Saudi Arabia, India, China, and Japan.

 

Prior to forming Traliance, Dr. Saak was the Technology Trade Compliance Leader of a $50 billion multi-national petrochemical company based in Saudi Arabia. In that role, she created and led a team responsible for developing export compliance processes for sites located in 10 different countries. Dr. Saak created a global classification process for a product and technology portfolio regulated by multiple export control classification numbers. She also served as a research engineer with General Electric (GE), developing advanced polymeric and ceramic materials for various industries, including transportation, energy, automotive, pharmaceutical, and consumer electronics.

 

Dr. Saak is an active speaker for the Association of University Export Control Officers (AUECO), National Council of University Research Administrators (NCURA), and Society of Research Administrators (SRA) International. She has 7 U.S. and international patents, 6 technical publications in peer-reviewed journals, and multiple management and innovation awards. Dr. Saak earned a Ph.D. in materials science and engineering from Northwestern University and a B.S. in materials science and engineering from Cornell University. She is also a certified Six Sigma Black Belt with a focus on business process improvements.

 

Relevant Government Agencies

Air Force, Army, Navy & Marine Corps, Intelligence Agencies, DOD & Military, Office of the President (includes OMB), Dept of Agriculture, Dept of Commerce, Dept of Education, Dept of Energy, Dept of Health & Human Services, Dept of Homeland Security, Dept of Housing & Urban Development, Dept of the Interior, Dept of Justice, Dept of Labor, Dept of State, Dept of Transportation, Dept of Treasury, Dept of Veterans Affairs, EPA, GSA, USPS, SSA, NASA, Other Federal Agencies, Legislative Agencies (GAO, GPO, LOC, etc.), Judicial Branch Agencies, State Government, County Government, City Government, Municipal Government, CIA, FEMA, Census Bureau, Office of Personnel Management, Coast Guard, National Institutes of Health, FAA, USAID, State & Local Government, National Guard Association, EEOC, Federal Government, FDA, Foreign Governments/Agencies


    Event Type
    Webcast


    This event has no exhibitor/sponsor opportunities


    When
    Thu, Nov 9, 2017, 1:00pm - 2:30pm ET


    Cost

    Per Person:  $195.00
    Additional viewers each (w/registered viewer):  $50.00


    Website
    Click here to visit event website


    Organizer
    Export Compliance Training Institute


    Contact Event Organizer



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