FCIB California International Business Day

FCIB California International Business Day

Thursday, September 20 , 2007

Registration Networking Cash Bar 11:30 - 12:00 pm

Networking Luncheon 12:00 - 1:00 pm

Keynote Presentation: “The State of Global Markets with a Focus on Asia”
Keynote Speaker:
Esther Wee, Senior Vice President & Manager
Multicultural Corporate Lending Group
Cathay Bank
1:00 - 1:45 pm

Chain Supply Financing for Imports
Speaker:
Elizabeth Atkins, Senior Vice President & Head of Supply Chain
Wells Fargo HSBC Trade Bank
1:45 - 2:15 pm

Export Finance with Ex-Im Bank of the United States
Speaker:
David Josephson, Western Regional Director
Ex-Im Bank
2:15 - 2:45 pm

Round Table Country Discussion: Focus on Asia, Latin America, Europe, and the Middle East

A lively, in-depth question and answer session, led by a moderator and a panel of experts - a discussion of key issues with industry peers. The agenda is derived from export country-specific questions submitted by attendees in advance of the program.

Moderator:
Paul Beretz, CICE, Managing Director - Pacific Business Solutions

Panelists:
Steve Cervantes, CICP, Global Credit & Treasury Manager, ViaSat, Inc.
David W. Clements, President, Quality Letters of Credit, Inc.
Jeff Jankowiak, Partner, International Risk
Consultants, Inc.

2:45 - 3:30 pm

Program Adjourns 3:30 pm

Speakers' Biographies:

Elizabeth Atkins is the Senior Vice President and Head of Supply Chain for the Wells Fargo HSBC Trade Bank. The Trade Bank, an equity joint venture between Wells Fargo and the HSBC Group, is the only nationally chartered bank dedicated exclusively to international trade. Elizabeth is responsible for the bank’s financial supply chain proposition and oversees the bank’s trade services sales team. Elizabeth previously served the Trade Bank as Vice President and Business Development Officer from 1996-1998. She developed, structured, and documented structured trade finance facilities for technology companies in Northern California. Elizabeth has held a number of international banking positions in financial supply chain, credit, trade, international sales and product development. Prior to rejoining the Trade Bank, she was Senior Vice President of Trade Product Management at Bank of America. Elizabeth began her career at Bank One where she developed their Mexican maquiladora lending program. Elizabeth received her MBA in International Business from Garvin School of International Management at Thunderbird in 1992. She graduated cum laude with a BA in Spanish and Philosophy from the University of Arizona in 1990.

Paul Beretz, CICE, is the founder of Pacific Business Solutions, a Q2C partner, and brings over 30 years of global experience in credit, finance and management with industries such as telecommunications, semi-conductors, forest products, chemicals, plastics and consumer products. He is on the faculty of St. Mary's College, teaching in undergraduate and graduate degreed programs and has helped create and instruct on-line certificate programs for both FCIB and CMA. Paul received his BBA from the University of Notre Dame, an MBA from Golden Gate University, the Executive Award from the Graduate School of Credit and Financial Management at Stanford University and the CICE designation from the FCIB association.

Steve Cervantes CICP, has been involved in international credit covering satellite communications equipment for 18 years plus managing treasury operations and corporate insurance for the past 25 years. During the time spent with Comstream Corporation of San Diego (11 years) and ViaSat, Inc. of San Diego (7 years), he has traveled extensively throughout Latin America, Europe, and Asia in facilitating structured financing. He has completed multiple Ex/Im medium term transactions and various other financing structures. Currently as Corporate Credit and Treasury manager at ViaSat, Inc, he is active with credit transactions on every continent. Steve holds a BBA from the University of Phoenix.

David Clements founded QLC in 1993 and works with a team that has accumulated more than 75 years worth of combined experience in banking and freight forwarding. In addition to redefining documentation services, David has forged relationships with all the major players involved in Letter of Credit transactions worldwide--including bankers, freight forwarders and insurance underwriters--making QLC unique in its ability to provide comprehensive expert services to customers. Besides pioneering the use of on-premises banking relationships to expedite export payments, he also developed key electronic commerce systems that seamlessly integrate the exchange of information among parties to Letter of Credit transactions. His articles appear in industry journals including Global Trade and Transportation and Business Credit Magazine, and his work has been featured in WorldTrade, Documentary Credit World and LC Update. David holds a Business Administration degree from the University of Massachusetts in Amherst, MA.

Jeff Jankowiak is a Partner in the firm of International Risk Consultants, Inc. headquartered in Columbus, Ohio and Glasgow, Scotland. The firm specializes in credit and political risk insurance, credit risk mitigation and trade finance structuring. Previous to joining IRC, Jeff was Vice President of Marketing, Finance and Administration at Cozzini, Inc., a capital equipment manufacturer for the food industry.

David Josephson is Western Regional Director of the Export-Import Bank of the United States and is responsible for development of export finance transactions with exporters, banks, commercial lenders and the Ex-Im Bank, in eleven western States. Mr. Josephson is formerly a Director of ARBI Transnational, Inc., a Brazilian transnational investment company - creating supply chain finance and strategic partnerships for twenty-two Brazilian and Chilean companies involved in copper mining, telecommunications, manufacturing, avionics, and merchant banking. Mr. Josephon was also a senior international banker who headed structured finance and trade banking offices for Union Bank of California and Standard Chartered Bank Limited in Los Angeles, San Francisco, New York, London, Brazil, and Hong Kong. Mr. Josephson served as an officer aboard a U.S. Navy missile frigate and in coastal and riverine operations in the Mekong Delta of Vietnam. He has a M.A. in International Management from The American Graduate School of International Management (Thunderbird), Glendale, AZ and a B.S. in Engineering from the United States Naval Academy at Annapolis.

Esther Wee is Senior Vice President & Manager at Multicultural Corporate Lending Group Cathay Bank (oldest Chinese-American bank in the U.S.), responsible for mainstream and mainland Chinese Market segments. With more than 20 years in banking, Wee has an extensive domestic and international (Asian) background in Commercial & Real Estate Landing, International Trade Finance, Foreign Exchange and Capital Markets.

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