WTC Denver Membership

Export Documentation, Shipping, and Insurance

Export Documentation, Shipping, and Insurance

Wednesday, January 31, 2024 (9:00 AM - 1:00 PM) (MST)


International transactions require documentation covering the physical export of the goods, complying with U.S. export regulations, and local requirements of clearing Customs.   This webinar will explain the documentation requirements to better understand why these documents are necessary and more importantly how to complete the many export documents leading to a successful export transaction.   This webinar will focus on developing an effective strategy and creating a checklist for managing export documentation requirements for different countries, data elements to be included, and accessing resources. 


  • Export Documentation Overview  
  • Understanding Responsibilities in the Export Transaction 
  • Government Agencies and Requirements  
  • Electronic Export Information  
  • Schedule B Codes 
  • Transportation Documents 
  • Dangerous Goods  
  • Commercial Invoices and Packing Lists 
  • Valuation  
  • Certificates of Origin 
  • Certificates of Insurance 
  • Getting Paid and Letters of Credit 
  • Managing Freight Forwarders 
  • Blockchain 

Recommended For: 

Personnel who work for companies exporting from the USA; including logistics, legal, financial, sales, and management departments. 

Prior Knowledge: 

It is recommended that you attend Incoterms before pursuing this course. If you cannot attend the Incoterms course in-person, it is also available to take anytime online here


Kelly Raia, COO Blue Tiger International
Kelly is the Chief Operating Officer of Blue Tiger International based in East Moriches. Kelly has been involved in the international supply chain for over 35 years. Kelly is a licensed customhouse broker and trade compliance specialist working for numerous companies assisting them in managing their import and export trade activities and acting as their outsourced Trade Compliance Manager. Kelly is a specialist in both import and export compliance, logistics, supply chain & FTZ Management. Many companies depend upon her expertise in facilitating their export sales or import purchasing. Kelly is a frequent lecturer on compliance and logistics and is a published author. Kelly earned her Bachelor’s in Organizational Management and Master of Business Administration Degrees from St. Joseph’s University.  Training is a major component of Kelly’s services in supply chain management operations. She can be reached at or 516-236-5716 

Training Hours: 

This training counts for 4 hours towards the Certificate in International Trade. 

CE Credits:
This training is worth 4 CE credits through the NFBAA for Certified Export Specialists.

WTC Denver Members: If you are interested in attending this event using one of your membership's free training credits, please contact your account executive or email **The registration fee is nonrefundable within 7 days prior to the training. Participant substitutions can take place at any time.**


$300 Nonmembers

$150 Members


Zoom link will be sent out 24 hours before training.

Event Contact
Rocky Mountain World Trade Center Institute
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Wednesday, January 31, 2024 (9:00 AM - 1:00 PM) (MST)
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