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Annual Conference Sep 9-11

Agenda (As of 9/3)

September 9

10:03am to 1:03pm
Welcome and Conference Preview

Luke Lindberg, Senior Vice President, External Engagement, EXIM

Virtual Exhibit Hall



September 10

9:33am to 11:13am
Opening Plenary

Welcome Remarks
Kimberly A. Reed, President and Chairman, EXIM

Keynote Remarks
Robert O’Brien, United States National Security Advisor                                                                         

EXIM’s Program on China and Transformational Exports
Remarks by: David Trulio, Counselor to the Chairman & Senior Vice President for the Program on China and Transformational Exports, EXIM
Followed by a discussion with Members of the House China Task Force on:
Strategic Competition with China: How U.S. Businesses Can Compete and Win
U.S. Congressman Andy Barr (KY-6)
U.S. Congressman Anthony Gonzalez (OH-16)
U.S. Congressman Michael McCaul (TX-10)

EXIM’s COVID-19 Relief Measures
Stephen Renna, Chief Banking Officer, EXIM

Awards Presentation: Regional Export Promotion Program Member of the Year
Presented by: Luke Lindberg, Senior Vice President, External Engagement, EXIM

11:13am to 11:28am
11:28am to 12:13pm
Concurrent Breakout Session 1
  • Small Business Track: Trade Finance Tools for Export Success
    Let EXIM help you successfully launch or expand your global markets strategy. This session will provide an explanation of EXIM products to companies seeking to expand and accelerate growth in international markets access pre-export working capital and mitigate the risks of buyer nonpayment.

    EXIM Director and former Congressman Spencer Bachus
    Sharyn Koenig, Managing Director, Eastern & Western Regions, EXIM

  • Advancing U.S. Clean Energy Technologies Across the Globe

    Increasing global demand for energy provides an opportunity for U.S. companies to deploy innovations in renewable energy and energy efficient technologies. Representatives from U.S. companies will share their export experiences and perspectives in this panel discussion.
    Rich Powell, Executive Director, ClearPath
    Aram Zamgochian, Director of Strategic Partnerships, Energy Storage Systems, Inc.
    Ravi Pradhan, Vice President, Portfolio Management, Siemens Digital Grid
    Steven Wilburn, CEO, VerdeWatts

  • 5G Wireless Technology and U.S. Exports

    The U.S. telecommunications industry, including manufacturing and services related to 5G wireless communications and associated scalable infrastructures, represents a critical area for EXIM action. The telecommunications industry serves as a crucial foundation for global technological innovation, and maintaining the competitive advantage and technological leadership of the U.S. telecommunications industry is essential to America’s economic and national security.

    Luke Lindberg, Senior Vice President, External Engagement, EXIM
    Bob Everson, Senior Director, 5G Architecture, Cisco
    Bob Kerr, 5G Engineering Technologist, Office of the CTO, Dell Technologies
    Phil Mottram, Vice President of Communications and Media Solutions, Hewlett Packard Enterprise

12:13pm to 12:23pm
12:23pm to 2:03pm
Afternoon Plenary

Keynote Remarks
Hon. Wilbur L. Ross, Secretary, U.S. Department of Commerce

Memorandum of Understanding Signing Ceremony
David J. Byrd, National Director, Minority Business Development Agency
Kimberly A. Reed, President and Chairman, EXIM

Securing our Wireless Future: A Global Outlook on 5G

An armchair discussion with:
David M. Rubenstein, founder and Co-Executive Chairman, The Carlyle Group
Patrick P. Gelsinger, CEO, VMware

Awards Presentation: Deal of the Year
Presented by: David Sena, Senior Vice President, Office of Board Authorized Finance, EXIM

The U.S. Trade Toolbox: Agencies Working Together to Support U.S. Companies
A conversation with leading U.S. government officials on the Deal Team concept and ways agencies are collaborating to accelerate growth in international markets. 

Moderator:  Keith Krach, Under Secretary for Economic Growth, Energy, and the Environment, U.S. Department of State

Todd Abrajano, Chief Operating Officer, Head of Agency, U.S. Trade and Development Agency
Adam Boehler, CEO, U.S. International Development Finance Corporation
Sean Cairncross, CEO, Millennium Challenge Corporation
Bonnie Glick, Deputy Administrator, United States Agency for International Development

Awards Presentation: Lender of the Year
Presented by: Stephen Renna, Chief Banking Officer, EXIM

2:03pm to 2:18pm
2:18pm to 3:03pm
Concurrent Breakout Session 2
  • Incoterms: A Common Language for International Sales

    International Commercial Terms, or Incoterms, define the obligations of buyers and sellers in international transactions from the standpoint of risks, costs, and documents. This session will help exporters better understand how Incoterms are applied in international trade by demonstrating:

    • the three criteria used to classify them – mode of transport, payment of transport, and transfer of risk;
    • how they are divided into four groups with varying seller-to-buyer conditions;
    • changes occurring in 2020;
    • areas of caution; and
    • how to mitigate risks not addressed in the Incoterms.

    Richard Foy, Regional Director, EXIM

  • Case Study Africa: How the USG Helped an Illinois Small Business Succeed

    Power remains a binding constraint to growth across Africa.  With power generation, distribution and transmission in high demand, the need to finance power projects in Africa remains of paramount importance. This panel will provide insight into the key elements of a U.S. export financing success story and how USG Whole-of-Government facilitated the financing for a rural electrification project in Senegal in support of a small company from Illinois.

    Judith D. Pryor, Member of the Board of Directors, EXIM

    Heath Bailey, Economic Section Chief, U.S. Embassy Dakar, Senegal
    Mark Carrato, Coordinator, Power Africa
    Lori Helmers, Executive Director, JPMorgan Chase
    Patrick Hennelly, President, Weldy-Lamont
    Kyle Jackson, Managing Director, EXIM

  • EXIM Takes Action During COVID-19

    The U.S. economy has been experiencing unprecedented challenges due to the COVID-19 pandemic. EXIM responded early-on with a number of relief measures to ensure U.S. exporters and financial institutions have the tools necessary to succeed. In this session, EXIM staff will provide a more in-depth explanation of the agency’s COVID-19 response related to the:

    • Bridge/Modified Repayment Term Program;
    • Pre-Export Payment Program;
    • Supply Chain Financing Program, and;
    • Working Capital Guarantee Program.

    In addition, EXIM staff will share specific examples of authorized deals and deals in the pipeline pertaining to COVID-19 relief measures, where the agency is seeing increased interested from customers, and how the agency assesses risk and the overall flexibility of processes.

    Bonnie Cybulko, Vice President of Industrial Finance, EXIM
    David Fiore, Vice President of Transportation, EXIM
    Steven Freshour, Vice President of Business Credit, EXIM
    Mario Ramirez, Director of Working Capital Guarantees Lender Relations, EXIM

3:03pm to 3:18pm
3:18pm to 4:18pm
Small Group Topic-Specific Discussions/Networking Opportunities

This portion of the conference provides an opportunity to interact face-to-face with attendees. Join the conversation by entering one (or more) of the many discussions about a diverse range of topics and issues.


September 11

9:48am to 11:28am
Morning Plenary

Welcome Remarks

Kimberly A. Reed, President and Chairman, EXIM

Keynote Remarks
Lawrence A. Kudlow, Assistant to the President for Economic Policy, Director of the United States National Economic Council

Keynote Remarks and a Conversation on the Global Outlook for the U.S. Energy Industry
Hon. Dan Brouillette, Secretary, U.S. Department of Energy
Kimberly A. Reed, President and Chairman, EXIM

Exporting American Energy: A Conversation with Energy Industry CEOs
Rising global demand for energy provides U.S. companies with an opportunity to compete for large energy and infrastructure projects around the globe, often in areas of strategic importance. Learn about the role that export financing can play to support the nation’s energy producers across a diversity of energy sources, including gas, renewables, and nuclear.

Moderator: Tim Puko, Energy Reporter, The Wall Street Journal

Meg Gentle, President and CEO, Tellurian
John Hopkins, Chairman and CEO, NuScale Power
Mark Widmar, CEO, First Solar

Awards Presentation: Broker of the Year and New Broker of the Year

Presented by: James Burrows, Senior Vice President of Small Business, EXIM

11:28am to 11:43am
11:43am to 12:28pm
Concurrent Breakout Session 3
  • Small Business Track: Overview of The Working Capital and Supply Chain Guarantee Programs

    The Business Credit division is home to two of EXIM’s important programs: The Working Capital Guarantee and Supply Chain Finance Guarantee. EXIM staff will outline:

    • how each program works;
    • who qualifies and overall program eligibility;
    • uses and borrower benefits; and
    • modifications to provide COVID-19 relief.    


    Steven Freshour, Vice President of Business Credit, EXIM

  • Ask the Experts: ECA Activity Around the World

    The competitive landscape for U.S. exporters has changed rapidly in recent years. This data-driven session will discuss the challenges American exporters face and explore the wider world of ECAs from different perspectives, with a deep dive into:

    • data available to observers interested in understanding the official export finance market;
    • the changing environment of the global ECA arena; and
    • which ECAs are emerging as leaders in various regions and sectors and what are they doing to win the bids.

    Isabel Galdiz, Vice President, International Relations, EXIM

    David Drysdale, Head of Export Credits Division, Organization for Economic Co-operation and Development
    Dominik Kloiber, Co-founder and Commercial Director, TXF Media
    Laszlo Varnai, Associate Director, Berne Union

  • The Multiplier Effect: Supporting Large Deals Through Services Exports

    When U.S. firms provide services in the early development stages, other U.S. exporters may have a better chance of winning sales contracts under the related large infrastructure projects. EXIM’s Engineering Multiplier Program provides financing for preliminary engineering and design services that are critical to winning these larger deals. Panelists will discuss program benefits for U.S. service providers, exporters, and suppliers, as well as how working in conjunction with the U.S. Trade Development Agency and U.S. International Development Finance Corporation may lower the all-in cost of project financing.

    Douglas Frye, Senior Loan Officer and Business Developer, EXIM

    Robert Doyle, Director, Project & Structured Financing, Honeywell UOP
    Mark Erdly, AIA, Studio Director, Gensler
    David G. Hester, Managing Director for Technical Development, U.S. International Development Finance Corporation

  • U.S. LNG and the Global Export Landscape

    Liquified Natural Gas (LNG) has transformed the global energy landscape over recent years. Hear from leading companies in industry about current trends and export opportunities.

    Amb. Richard Morningstar, Founding Chairman, Global Energy Center, Atlantic Council

    Samantha Carl-Yoder, Director, Marketing and International Affairs, Tellurian, Inc.
    Martin Hupka, Chief Commercial Officer & General Counsel, Sempra Energy
    Robert Fee, Vice President for International Affairs and Commercial Development, Cheniere Energy
    Paula Swain, EXIM

12:28pm to 12:43pm
12:43pm to 1:28pm
Concurrent Breakout Session 4
  • Small Business Track: Where in the World are the Deals?

    Emerging trends impact exporters of all sizes, whether they are small businesses or multinational companies. Deal “hot zones” come and go and are often tied to industries, regions, and circumstances. Financial industry leaders discuss where they’re doing deals, potential future opportunities, and what they’re hearing from others in trade finance.

    Alex Sanchez, President & CEO, Florida Bankers Association

    André Gazal, Managing Director - Global Head of Export Finance, Credit Agricole CIB
    Meaghan McGrath, Global Head of Syndications, International Finance Corporation
    T.J. Raguso, Executive Vice President and Director of Global Banking, Zions Bancorporation

  • Streamlining the Medium-Term Application Process: Engineering & Environmental Considerations

    EXIM’s applications for medium-term loans, guarantees, and insurance involve coordination with EXIM’s Engineering & Environment Division. Experts from this division will provide insights to help customers navigate polices within the EXIM application process. Discussion topics will include:

    • environmental and social reviews and delegated authority;
    • military buyers and security forces;
    • U.S. content and local costs;
    • pre-export payment policy; and
    • other common considerations (useful life, extended term, starting point of credit, etc.)

    Michael Sams, Senior Electrical Engineer, EXIM

    Tiffin Caverly, Vice President Engineering & Environment, EXIM
    Stephen Parsons, Managing Director, Environmental & Social Policy and Analysis, EXIM
    Roger Yerger, Senior Mechanical Engineer, EXIM

  • EXIM Anti-Fraud Strategy

    Through implementing a multi-pronged approach to combat fraud, EXIM has significantly reduced the scope and frequency of fraud, and the agency continues to adapt and improve upon its strategy through education, outreach, and accountability. In this session, staff will discuss EXIM’s commitment to a code of business ethics; a fraud risk management framework; due diligence; cyber fraud protection; and overall best practices.

    John Connor, Assistant General Counsel for Litigation Fraud, and Compliance, EXIM
    Walter Hill, Vice President, Credit Policy and Compliance, EXIM
    Gabriela Smith-Sherman, Chief Information Security Officer, EXIM
    Lisa Terry, Senior Vice President and Chief Ethics Officer, EXIM

1:28pm to 1:43pm
1:43pm to 4:13pm
Afternoon Plenary

Memorandum of Understanding Signing Ceremony

Ted McKinney, Under Secretary for Trade and Foreign Agricultural Affairs, U.S. Department of Agriculture

Kimberly A. Reed, President and Chairman, EXIM

Awards Presentation: Exporters of the Year
Presented by: EXIM Director and former Congressman Spencer Bachus

U.S.-Africa Economic Relations, AfCFTA, and the EXIM-Afreximbank Relationship
An armchair discussion with:
Judith D. Pryor, Member of the Board of Directors, EXIM
Professor Benedict O. Oramah, President, Afreximbank

Role of Official ECAs in 2020’s—Indispensable or Irrelevant?

Moderator: David Drysdale, Head of Export Credits Division, Organization for Economic Co-operation and Development (OECD)

Kimberly A. Reed, President and Chairman, EXIM
Mairead Lavery, President & Chief Executive Officer, Export Development Canada (EDC)
Gabriel Cumenge, Deputy Assistant Secretary, Export Finance, French Treasury
Christoph Herfarth, Head of Division Export Finance/Export Credit Insurance, German Ministry for Economic Affairs and Energy
M. Senthilnathan, Chairman-cum-Managing Director, ECGC Limited (ECGC)
Pierfrancesco Latini, Chief Executive Officer, SACE
Atsuo Kuroda, Chairman and CEO, Nippon Export and Investment Insurance (NEXI)
Nikita Gusakov, CEO, Export Credit and Investment Insurance Russia (EXIAR)
Louis Taylor, Chief Executive, United Kingdom Export Finance (UKEF)  

Closing Remarks
Kimberly A. Reed, President and Chairman, EXIM