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Offset 2000
24 January - 25 January 2000
Offset 2000
Following the success of ‘The Offset Summit’ (Washington D.C., January 1999) and the ‘Addressing International Offset Demands’ conference (London, May 1999), this latest event will seek to address those issues which have been put forward by the speakers and attendees at these events as being of great interest and debate within the global defence industry and beyond.

Both events generated interest world-wide with delegates from 22 countries.

This latest two-day conference consists of 16 presentations given by an international panel of industry and government speakers as well as two panel discussions looking at direct and indirect offsets.

Offset 2000 offers you the opportunity to network with key defence officials and industry experts. Benefit from the practical insight and hard advice provided by an outstanding panel of speakers. If you are involved in any aspect of international defence countertrade or related legal and financial activities, you cannot afford to miss this unique event.

Conference agenda

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13:00

Registration and Coffee

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13:15

Introduction to Offset

  • Introduction to workshop leaders
  • Workshop overview
  • Offset 101
  • Industry trends: Current and future
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    13:30

    Overview of Program --Objectives of the Workshop

  • Introduction to Newcourt Capital and workshop leaders
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    13:45

    Styles and types of Offset

  • Direct Offset
  • Indirect Defence
  • Indirect
  • Offset methods
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    13:45

    Introduction of delegates

  • Description of their experience, current offset interests and geographic specialisation
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    14:00

    Introduction to Offset

  • Review of basic principles of Offset
  • Direct
  • Indirect defense related
  • Indirect commercial related
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    14:15

    Country studies I

  • Spectrum of Offset Policies and methods of fulfilment including project finance, investment promotion, export development, technology transfer and other creative techniques
  • Canada - Europe
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    14:30

    Afternoon tea

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    15:00

    Case study - Pre-contract proposal development

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    15:15

    Afternoon Tea

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    15:30

    Country studies II

  • Balkans, Asia, Middle East, Africa
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    16:15

    Offset trends

  • Civil versus Defense
  • New Industrial Policies
  • Role of offset as a tool of economic development and warfare
  • Future prospects - wither offset?
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    16:30

    The Offset process: Pre-proposal to fulfilment

  • Identify current/future Offset needs
  • Conduct research - Develop strategy
  • Devise internal Offset plan
  • Develop Offset proposal
  • Negotiate and finalise Offset contract
  • Implement Offset agreement
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    17:00

    Offset trends

  • Civil/defence
  • Policy
  • Role of Offset in contract award
  • Current/future approach
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    17:00

    Final discussion session and close of workshop

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    17:30

    Final discussion session and close of workshop

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    8:30

    Registration and Coffee

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    9:00

    Chairman's Opening Remarks

    Edward Manukian

    Edward Manukian, President, Simplified Solutions

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    9:10

    SPECIAL ADDRESS - RUSSIAN INDUSTRIAL CO-OPERATION

    Richard Nordin

    Richard Nordin, President and CEO, Defense Enterprise Fund

  • An overview of the Defense Enterprise Fund - its aims and objectives
  • The work of the Defense Enterprise Fund - what do the projects involve ?
  • An examination of successful projects to date
  • Direct or indirect - which offers the best solution for Russia?
  • The benefit to the indigenous people and the economy as a whole assessed
  • The Enterprise Fund/Offset mix as a model for future efforts
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    10:20

    TAIWANESE OFFSET

    Dr Pao-Chung Huang

    Dr Pao-Chung Huang, General Co-Project Manager, Industrial Development Bureau, Ministry of Economic Affairs (Taiwan)

  • Maintaining and promoting technical capabilities in defence and other industries
  • The essential elements to ensure successful offset programmes
  • Current Taiwanese offset policy - commercial vs. defence offsets
  • Evaluation of the country model
  • Lesson learnt and the success of programmes to date
  • Future plans for Taiwanese offset and military procurement
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    10:40

    TURKISH OFFSET EXAMINED

    Serhat Gok

    Serhat Gok, Head of Offsets, Undersecretariat for Foreign Trade (Turkey)

  • How the future policy will differ from the old? - What are the aims of the new policy?
  • The future policy’s effect on existing offset agreements and its terms and conditions discussed
  • The future opportunities in offset agreements outlined
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    11:00

    Morning Coffee

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    11:20

    SOUTH KOREAN OFFSET

    Ahn Sung-soo

    Ahn Sung-soo, Logistics Defence Office, Ministry of Defence, Republic Of Korea

  • Maintaining and promoting technical capabilities in defence and other industries
  • The essential elements to ensure successful offset programmes
  • Current South Korean offset policy - commercial vs. defence offsets
  • Evaluation of the country model
  • Joint venture opportunities discussed
  • Lessons learnt and the success of programmes to date
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    12:00

    SOUTH AFRICAN OFFSET

    Johan van Dyk

    Johan van Dyk, Senior Manager: Defence Industrial Participation Division, Armscor

  • Maintaining and promoting technical capabilities in defence and other industries
  • The essential elements to ensure successful offset programmes
  • Current South African offset policy
  • Evaluation of the country model
  • Lesson learnt and the success of programmes to date
  • Future plans for South African defence offset and military procurement
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    12:40

    Lunch

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    13:40

    PANEL DISCUSSION - DIRECT OFFSETS

  • James Thomas, Editor, Countertrade and Offset (chairman)
  • Mustafa Egeli, Head of Offset, SSM (Turkey)
  • Naftali Malkin, Director of Offsets and Contracts, Missile Division, Rafael (Israel)
  • Vic Carlill, Director of International Partnerships, British Aerospace Military Aircraft and Aerostructures
  • Brad Botwin, Director, Strategic Analysis Division, US Department of Commerce
  • Leo Welt, President, Welt International Trading Corporation
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    14:20

    THE APPROACH OF UK DEFENSE MANUFACTURERS TO OFFSET

    Keith Johnson

    Keith Johnson, International Finance and Offset Advisor, DESO (UK)

  • The emergence of offsets - raising the stakes
  • Different companies, different countries, different approaches
  • The transatlantic defence collaboration implications for offset agreements
  • Likely shape of future offset requirements
  • Benefits to local industry both at home and abroad
  • Direct or indirect offsets - any trends?
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    15:00

    SWISS OFFSETS AND INDUSTRIAL CO-OPERATION

    Werner Kaelin

    Werner Kaelin, Defence Procurement Counsellor, Swiss Defence Procurement Agency

  • Outlining the essential elements of a successful offset program
  • Current policy towards defence procurement in SWitzerland
  • Evaluating the procurement and offset program currently being used in Switzerland
  • Lessons learnt and the success of the program to date
  • The benefits to the economy in general of the offset agreements
  • The future of defence offset and military procurement in Switzerland
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    15:40

    Afternoon Tea

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    16:00

    CASE STUDY OF AN EMERGING OFFSET ENVIRONMENT

    Alon Redlich

    Alon Redlich, President, International Technology Sourcing

  • Overview of relevant political and economic developments
  • 15 year dense procurement programme
  • Defence industry privatisation strategy and offset link up
  • Principals of emerging offset programme
  • Opportunities and challenges to offset fulfilment
  • Decision makers and influensors in offset environment
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    16:40

    OFFSETS AND THE CHALLENGES FOR EUROPEAN DEFENCE CONTRACTORS

    R Grant Rogan

    R Grant Rogan, Chief Executive Officer, Summit International Services

  • Offsets - are they an integral part of international defence sales?
  • Do offsets provide the only solution? How can joint ventures and technology transfer be integrated into an offset agreement? - some examples
  • Are offset requirements too stringent? Is flexibility the key in achieving industrial co-operation?
  • Is there a move towards indirect offsets? Is this driven by technology transfer regulations?
  • The financial and business development advantages of high technology hardware and software production in emerging defence industrial bases
  • Support services as an offset - what are the benefits for the contractor and the government?
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    17:20

    Chairman’s Closing Remarks and Close of Day One

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    17:30

    Drinks reception sponsored by Centrobank

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    8:30

    Re-registration and Coffee

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    9:00

    Chairman's Opening Remarks

    James Thomas

    James Thomas, Editor, Countertrade and Offset

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    9:10

    GOVERNMENT ADDRESS - THE CHALLENGE OF FREE TRADE

    William Reinsch

    William Reinsch, Under Secretary for Export Administration, US Department of Commerce

  • The historical position of the US Government toward offset agreements
  • The impact of offset agreements on the US
  • Recalculating the US defense trade ‘surplus’
  • US-EC merchandise trade: the European edge
  • Offsets and national security: the Cold War is over
  • Alternatives to offsets: can international arms co-operation work?
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    9:40

    INDUSTRY KEYNOTE ADDRESS - OFFSETS AND THE CHALLENGES FOR US DEFENCE INDUSTRY

    Bill Cosper

    Bill Cosper, Corporate Manager of Offsets, General Dynamics

  • Offsets - are they an integral part of international defence sales?
  • Do offsets provide the only solution? How can joint ventures and technology transfer be integrated into an offset agreement?
  • Are offset requirements too stringent? Is flexibility the key in achieving industrial co-operation - an overview of regional variations
  • Is there a move towards indirect offsets? Is this driven by technology transfer regulations?
  • Support services as an offset - what are the benefits for the contractor and the government?
  • An overview of the success of General Dynamics inductrial co-operation programs to date
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    10:20

    INTERNATIONAL OFFSET MANAGEMENT - THE RAFAEL PERSPECTIVE

    Naftali Malkin

    Naftali Malkin, Director of Offsets and Contracts, Missile Division, Rafael (Israel)

  • The emergence of offsets on the international defence scene and the response by Rafael
  • Creating workable solutions to offsets and co-operation agreements
  • The linkage between defence and other industries - the role of support serveices in offset agreements e.g. maintenance and upgrade programs
  • Liasing and working with suitable partners at home and abroad - the key factors for success
  • The development of industrial co-operation epxertise
  • Managing the commitments in Rafael
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    11:00

    Morning Coffee

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    11:20

    PANEL DISCUSSION - INDIRECT OFFSETS

  • Edward Manukian, Chairman, Elsan Technologies (chairman)
  • Clive Simeons, Senior Consultant, British Aerospace
  • Group Captain Mike Cunningham (Rtd), Chief Executive Officer, Kafus International Development Group
  • Richard Nordin, President and CEO, Defense Enterprise Fund
  • Keith Johnson, International Finance and Offset Advisor, Defence Export Services Organisation
  • Michael Taylor, Vice President, Offset Programs, The Fremont Group
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    12:40

    Lunch

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    13:40

    INTERNATIONAL INDUSTRIAL CO-OPERATION - THE BRAZILIAN PERSPECTIVE

    Walter Bartels

    Walter Bartels, President, Brazilian Aerospace Industries Association

  • Offsets - are they and will they be an integral part of international defence contracts for Brasil?
  • Does Brasil favour direct or indirect offsets?
  • Do offsets provide the only solution? Are joint ventures a better option?
  • What are the current offset/joint venture commitments in Brasil?
  • How have Brazilian companies achieved success in their industrial co-operation agreements?
  • What are the challenges ahead for Brazilian defence contractors in the global defence and aerospace market?
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    14:20

    CO-ORDINATING INDUSTRIAL CO-OPERATION - THE IMPORTANCE OF STRATEGIC PARTNERSHIPS

    Manfred Jaumann

    Manfred Jaumann, Director, Offset and Industrial Co-operation, Daimler Chrysler Aerospace

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    15:00

    INDUSTRIAL CO-OPERATION AND INTERNATIONAL MARKETING

    Deborah Lee James

    Deborah Lee James, Vice President, International Affairs and Marketing, United Technologies

  • Offsets - are they an integral part of international defence sales?
  • Do offsets provide the only solution? How can joint ventures and technology transfer be integrated into an international sales strategy?
  • Are offset requirements too stringent? Is flexibility the key in achieving industrial co-operation?
  • How can offsets and joint ventures be incorporated into a corporate marketing strategy?
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    15:40

    Afternoon Tea

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    16:00

    OFFSET ALTERNATIVES

    Margaret Cahill

    Margaret Cahill, Trade and Industry Analyst, US Department of Commerce

  • An overview of the inherent difficulties associated with offset agreements
  • Are offsets the only option in the global defence market?
  • What are the alternatives to offsets?
  • Do the alternatives provide practical and economical solutions to offset difficulties?
  • How realistic is the implementation of these alternatives?
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    16:40

    OFFERING A DIFFERENT OFFSET PERSPECTIVE

    Group Captain Mike Cunningham (Rtd)

    Group Captain Mike Cunningham (Rtd), Chief Executive Officer, Kafus International Development Group

  • The historical role of offset
  • Kafus Environmental offset
  • Offset - ‘should offer genuine compensation for defence expenditure in the other of the economy’
  • Integration of offset into the national economy
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    17:20

    Chairman's Closing Remarks and Close of Conference

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    17:30

    Drinks Reception - sponsored by Kafus International Development Group

    Four Seasons Hotel Washington

    2800 Pennsylvania Ave
    Washington D.C. 20007
    USA

    Four Seasons Hotel Washington

    HOTEL BOOKING FORM

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    WHAT IS CPD?

    CPD stands for Continuing Professional Development’. It is essentially a philosophy, which maintains that in order to be effective, learning should be organised and structured. The most common definition is:

    ‘A commitment to structured skills and knowledge enhancement for Personal or Professional competence’

    CPD is a common requirement of individual membership with professional bodies and Institutes. Increasingly, employers also expect their staff to undertake regular CPD activities.

    Undertaken over a period of time, CPD ensures that educational qualifications do not become obsolete, and allows for best practice and professional standards to be upheld.

    CPD can be undertaken through a variety of learning activities including instructor led training courses, seminars and conferences, e:learning modules or structured reading.

    CPD AND PROFESSIONAL INSTITUTES

    There are approximately 470 institutes in the UK across all industry sectors, with a collective membership of circa 4 million professionals, and they all expect their members to undertake CPD.

    For some institutes undertaking CPD is mandatory e.g. accountancy and law, and linked to a licence to practice, for others it’s obligatory. By ensuring that their members undertake CPD, the professional bodies seek to ensure that professional standards, legislative awareness and ethical practices are maintained.

    CPD Schemes often run over the period of a year and the institutes generally provide online tools for their members to record and reflect on their CPD activities.

    TYPICAL CPD SCHEMES AND RECORDING OF CPD (CPD points and hours)

    Professional bodies and Institutes CPD schemes are either structured as ‘Input’ or ‘Output’ based.

    ‘Input’ based schemes list a precise number of CPD hours that individuals must achieve within a given time period. These schemes can also use different ‘currencies’ such as points, merits, units or credits, where an individual must accumulate the number required. These currencies are usually based on time i.e. 1 CPD point = 1 hour of learning.

    ‘Output’ based schemes are learner centred. They require individuals to set learning goals that align to professional competencies, or personal development objectives. These schemes also list different ways to achieve the learning goals e.g. training courses, seminars or e:learning, which enables an individual to complete their CPD through their preferred mode of learning.

    The majority of Input and Output based schemes actively encourage individuals to seek appropriate CPD activities independently.

    As a formal provider of CPD certified activities, SAE Media Group can provide an indication of the learning benefit gained and the typical completion. However, it is ultimately the responsibility of the delegate to evaluate their learning, and record it correctly in line with their professional body’s or employers requirements.

    GLOBAL CPD

    Increasingly, international and emerging markets are ‘professionalising’ their workforces and looking to the UK to benchmark educational standards. The undertaking of CPD is now increasingly expected of any individual employed within today’s global marketplace.

    CPD Certificates

    We can provide a certificate for all our accredited events. To request a CPD certificate for a conference , workshop, master classes you have attended please email events@saemediagroup.com

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