2025 FALL Advanced Conference
| Conference Committee Board Liaison: Samantha Johnson, ispace Backup: Katherine Heubert, HPE Conference Director: Marissa Cloutier, K&L Gates LLP Speaker Co-Chair: Matt Binder, BAE Systems Speaker Co-Chair: FranMarie Mulla, Moog Inc. Audio/Visual Chair: Ola Craft, Lowenstein Sandler LLP Hotel Chair: David Greenlees, Greenlees Global Advisors LLC Pubs Chair: Elizabeth Rea, SNC Business Office: Donna Dietz | sia@siaed.org |
8:00 – 8:15 | Opening Remarks
Tom Donovan, SIA President
Marissa Cloutier, Conference Director
8:15 – 8:55 | Opening Address from DSCA Director Michael Miller
8:55 – 10:20 | Export Enforcement in a time of Unprecedented Complexity: Enforcement of trade controls and sanctions violations is rapidly increasing, and U.S. Government Agencies have issued guidance to industry regarding such enforcement measures, disclosures, and red flags.
Opher Shweiki, Akin Gump10:20 - 10:50 | BREAK
10:50 - 12:00 | Industry Perspective on the BIS Affiliates Rule: The U.S. Department of Commerce’s Bureau of Industry and Security issued an interim final rule automatically imposing restrictions on entities 50% or more owned directly or indirectly by one or more entities on the Entity List, Military End-User List, and certain entities on the Specially Designated Nationals and Blocked Persons List. The panel will explore how organizations are navigating the new rule, from initial reactions to best practices regarding how organizations need to adapt their compliance strategies and business processes in response.
Sol Brody, BAE Systems12:00 – 1:30 Lunch
1:30 – 2:30 | Implement AI in your trade compliance program: Learn how companies are integrating AI in trade compliance processes and tools. A sharing of experiences and best practices for working with internal and external partners in the rapidly changing field of trade compliance powered by AI.
2:30 - 3:30 | AI Policy and How to classify and license software: Hear from the experts about current AI policy and how to classify and apply for licenses for your commodities related to AI, encryption, and software.
3:30 – 4:00 | Break
4:00 - 5:00 | FOCI Mitigation and Oversight and intersection of trade and updates to SF-328: Post transaction investment restrictions are continuously updated and scrutinized as a result of the current geopolitical environment. This panel will provide an overview of the various investment restrictions, considerations for compliance, and the role of trade compliance professionals in effectively meeting such requirements.
Keith Marino, President & CEO of Squadron Defense Group, LLC
Andrew McAllister, Partner, Holland & Knight
Robert Rixmann, Chief Security Officer, Leonardo, DRS, Inc.
DCSA (invited)
5:00 | Wrap Up & Adjourn
5:15 | Reception
Day 2 – Tuesday, October 28, 2025
8:15 – 8:20 | Opening Remarks
Marissa Cloutier, Conference Director
8:20 – 9:00 | In Conversation with Jeannette Chu, Vice President, National Security Policy, National Foreign Trade Council: Navigating Strategic Competition: China’s Influence in the Asia-Pacific and Implications for U.S. Business. We will unpack the evolving geopolitical landscape in the Asia-Pacific and its consequences for U.S. companies. Drawing on her deep expertise in export controls, economic security, and firsthand experience in China, Ms. Chu will offer a unique perspective on how businesses can navigate rising geopolitical risks, shifting supply chains, and increasing regulatory complexity.
Moderated by Tom Donovan, SIA President
9:00– 10:15 | AUKUS Exemption – View from Australia and United Kingdom - Tracking One Year Later and Plans for Future Updates: Leveraging AUKUS, the acronym for the trilateral security relations between Australia, the United Kingdom, and the United States, UK and Australian experts will share perspectives from their industry, impact of the excluded technology list on non-U.S. companies, timeline for approval to join the approved community, and differences in the UK and Australia's government's administration of the AUKUS exemption. This panel will discuss the current status of AUKUS, potential changes, and how U.S. industry should engage the UK and Australia in the discussion.
Catherine Hallet, Counsellor Defence Trade, Regulation, and Industrial Collaboration, Embassy of Australia
Graham Farnsworth, Legal Counsellor for Defence Acquisition & Technology, Embassy of Australia
Moderated by Jen Martin, SIA Board Member
10:15-10:45 | Break
10:45 – 12:00 | Non-US Extraterritoriality Challenges: The panel will explore how multinational companies deal with international business affairs from the perspective of extraterritorial export controls outside of the United States, including requests for additional end-use/user certifications beyond the initial sale from foreign governments.
Joerg Hartmann, Airbus
Amy Harvick, Raytheon-Rafael Area Protection Systems LLC
Krista Helvey, Thales
12:00 – 1:15 | Lunch
1:15– 2:15 | Implementation of CUI controls when working with Foreign Partners: Learn the process for sharing CUI with foreign partners. Experts will share when and how to add and remove markings and best practices for sharing CUI with foreign partners.
2:15 - 3:30 | Tariffs Panel: Hear from practitioners about the impact of tariffs with respect to obtaining duty free entry, interplay with DFARS, and flow downs in contracts from prime contractors to subcontractors. Learn tips on how temporary import bonds or carnets can maximize your savings (or lower unanticipated costs!)
Doreen Edelman – Lowenstein
Jen Maki – Xylem
Jessica Sanchez – Safran
3:30 – 4:00 | Break
4:00 - 5:00 | Research Security and Export Controls: NSPM-33 mandates universities receiving more than $50m in federal funds establish research security programs to protect the universities from undue foreign influence. This panel will discuss the emerging compliance field of research security and its intersection with existing trade compliance programs.
Quinton Johnson, UNC Chapel Hill5:00 | Wrap Up & Adjourn