Supply Chain Now
Episode 908

One of the other things we are seeing is the ability of a business to make a change. If you can't source from a certain location, do you have the agility to source from another location, swiftly and quickly change your supply chain, vendors, suppliers, and service providers? We’re starting to see more organizations with contingency plans.

-Jessica Rosen, President of UPS Trade Advisory Services

Episode Summary

Trade compliance can easily be overlooked by the C-suite – especially given the number of competing priorities and supply chain challenges companies must navigate. At the same time, compliance can be a key component in creating resilience when faced with disruptions in cross-border trade.

In a recent Supply Chain Now livestream, Scott Luton and Greg White were joined by Jessica Rosen, President of UPS Trade Advisory Services, and Ron Shepherd, Director of Global Trade Compliance at UPS Supply Chain Solutions.

They took this opportunity to share their perspective on what a robust trade compliance program can do for a supply chain and how to make a convincing case to key decision makers.
• The importance of knowledge and information to a company’s ability to navigate compliance challenges with confidence and agility
• Why outreach and employee engagement are critical to ensuring compliance issues are not managed in a silo
• Keeping messages about compliance consistent and simple will help everyone in the organization absorb and retain key messages

Episode Transcript

Intro/Outro (00:03):

Welcome to Supply Chain Now, the voice of global supply chain. Supply Chain Now focuses on the best in the business for our worldwide audience, the people, the technologies, the best practices, and today’s critical issues, the challenges and opportunities. Stay tuned to hear from those making global business happen right here on Supply Chain Now.

Scott Luton (00:28):

Hey, good morning. Scott Luton and Greg White with you here on Supply Chain Now. Welcome to today’s live stream. Greg, how we doing?

Greg White (00:39):

Doing fantastic. Keeping track of what’s going on the open seas out the window here.

Scott Luton (00:47):

You always do, and you’re keeping your finger on the pulse of our to be named index. What’s the latest?

Greg White (00:54):

There are 17 ships waiting outside the port of Savannah today, only about a half dozen in Charleston, so I’m not sure exactly what’s going on, but an interesting shift of kind of backups there.

Scott Luton (01:06):

Undoubtedly, undoubtedly.

Greg White (01:08):

And you know we expect more as China starts to release some of the goods and ships that they’ve been holding back while they’ve locked down Shanghai and other municipalities.

Scott Luton (01:18):

That’s right. And more to come in 11 with our chief correspondent, Greg White, down at Hilton Head.

Greg White (01:24):

Right, Scott.

Scott Luton (01:25):

So, hey, on today’s show though, folks, we’re going to be talking about a topic that might just be overlooked from time to time by top levels of leadership, trade compliance. However, Greg, as we know, with a solid strategy in place, trade compliance can be a key component in creating resilience against disruptions, all these disruptions in cross border trade. So, today, we’re going to be having Jessica Rosen and Ron Shepherd from UPS joining us to share a lot more. Greg, should be really intriguing, but also a highly informative discussion, right?

Greg White (01:55):

Yeah. It’s a great way to learn how not to hurt yourself. I mean, I’ve even read an article recently about a federal agency, federal prison industries or Unicore, that inadvertently violated federal law in terms of trade compliance by not consulting their general counsel or having the information readily available. So, it can happen to anybody.

Scott Luton (02:19):

That’s right. And not knowing—ignorance is no excuse, right? Ignorance is no excuse.

Greg White (02:25):

That’s right. That’s what they told us in second grade, right? Ignorance of the law is no excuse.

Scott Luton (02:27):

That is right. It’s almost like that old NBC campaign, the more you know, we need one of those graphics, the more you know with the stars shooting across the screen there. Well, folks, stay tuned. We’ve got a great discussion. We’re all going to learn a lot more from pros that know all about trade compliance. But before we dive into that conversation, we want to say hello to a few folks, winner, winner, chicken dinner, the very first person to show up today, Greg, was Timothy Archer, right?

Greg White (02:54):

Yeah. I wonder—I didn’t even know he could arrive as early as he did, so clearly, he takes that old rule, if you’re five minutes early, you’re already 10 minutes late, very seriously.

Scott Luton (03:04):

Very. Well, Timothy, let us know where you’re tuned in from. Clearly, you’re connected via LinkedIn, one of the five channels we stream on at the same time, but let us know what part of the world that you are tuned in from. Of course, we’ve got Catherine Hints, and Chantelle, and Amanda behind the scenes helping to make production happen. Appreciate what they do every day. And, hey, we got Michael Avra back with us here today. Michael, Greg, I think is as big of a fan of The Wall Street Journal as I am. I don’t know if you get—and, Greg, you may get them as well, the logistics report comes out every morning at 7:00 AM, every weekday. That’s great information. And of course, I still get a paper version, the weekend version, which I’m a big fan of.

Greg White (03:48):

Wow.

Scott Luton (03:49):

Yeah, really good stuff. But he says-

Greg White (03:51):

There’s lots of valuable information in there. I’m just having this—look, I can be a little weird about these things. I wonder why we need to pay for a subscription to somebody who makes like $40 million a year in advertising. So-

Scott Luton (04:06):

Excellent point, excellent point. I’ll take it up next time, The Wall Street Journal.

Greg White (04:09):

I keep shouting into the forest about that.

Scott Luton (04:12):

Well, the good news, it’s a very eclectic read, too. That’s why I like the weekend version. Anyway, Michael talks about, per The Wall Street Journal this morning, the port of Savannah said, one dock was out of service, so there you go.

Greg White (04:24):

There it is right there. That’s a great heads up. Darn it. Now, I don’t need to go down there and do some investigation on River Street.

Scott Luton (04:31):

And you don’t want Greg coming down, do an investigation on any part of your operation, but I kid, I kid. Hey, Gene Pledger is tuned in with us here today. Gene, I appreciate your note the other day, Gene of Northern Alabama. Gene also, of course, teaches the next generation, what we call the now generation, already doing big things in supply chain. Tim said he’s in Blaine, Washington. Ever been there, Greg?

Greg White (04:54):

I don’t know.

Scott Luton (04:55):

Okay. Yeah.

Greg White (04:56):

I’m not sure exactly where it is. I used to work for a company that had a lot of presence there.

Scott Luton (05:02):

Really?

Greg White (05:03):

But I don’t recall Blaine.

Scott Luton (05:04):

Yeah. Well, Timothy, you’re going to fill us in. You’re now the new resident historian of Blaine, Washington here at Supply Chain Now. Michelle is tuned in via LinkedIn. Great to see you, Michelle. Let us know where you’re tuned in from. Rowit is tuned in from India, he’s back with us, via LinkedIn. Great to see you here. Of course, Chantelle King and the aforementioned production team doing great things. Mike tuned in from Birmingham, Alabama via LinkedIn. Mike, great to see you. And welcome everybody. I know we can’t get to everybody here today, but so glad you’re here. Greg, are you ready?

Greg White (05:35):

Yes, Scott.

Scott Luton (05:36):

We’ve got a full plate to talk through today with our guests. Are you ready to bring them in?

Greg White (05:41):

Yes, as you say, with no further ado.

Scott Luton (05:43):

With no further ado, let’s welcome in Jessica Rosen, President of UPS Trade Advisory Services, and Ron Shepherd, Director of Global Trade Compliance at UPS Supply Chain Solutions. Jessica, how you doing today?

Jessica Rosen (05:56):

I’m great this morning. Thank you.

Scott Luton (05:59):

Great to see you. And, Ron, great to see you as well.

Ron Shepherd (06:01):

Thank you very much. Glad to be here. Thank you.

Scott Luton (06:03):

You bet.

Greg White (06:04):

Welcome aboard, guys.

Scott Luton (06:05):

You bet. And by the way, Greg, I see our friend, John Perry, is tuned in, so, John, great to see you here today and you’re with us yesterday as well. So, before we get into the heavy-hitting with our guests here, Jessica and Ron, today, folks, is National Wine Day. National Wine Day. And there’s a great little historical nugget, I’ll save that for a later time, y’all check that out. But I want to start, and, Jessica, I want to start with you. National Wine Day, we all have to, we all must do our celebration, right? So, it’s responsibility. What is your favorite wine or adult beverage, Jessica?

Jessica Rosen (06:36):

Well, I’ll take that responsibility very seriously, so from a wine standpoint,  I like a Cabernet, but a favorite beverage of mine would really be vodka on the rocks with some lime. Nice. That’s going to be it for me.

Scott Luton (06:50):

And is there a favorite vodka?

Jessica Rosen (06:52):

A Tito’s or Keter One.

Scott Luton (06:54):

Tito’s or Ketel One, both excellent, excellent choices. So, Ron, same question for you. Favorite wine or adult beverage?

Ron Shepherd (07:03):

I would say, well, I’ve got, adult beverage would be a dirty Ketel One martini, but I used to make wine when I lived in New Jersey, so homemade wine would probably be the best wine I would want to drink, and it’s probably the only wine that I drink, is homemade wine.

Scott Luton (07:23):

Okay.

Greg White (07:24):

Did they do a show about you called Boardwalk Empire, by any chance?

Ron Shepherd (07:31):

A couple of my friends back in Jersey.

Greg White (07:33):

Yeah.

Scott Luton (07:34):

We opened up the can of worms that is Ron in New Jersey way too late. We should have uncovered that much earlier, Ron. A lot more stories there.

Ron Shepherd (07:43):

You wouldn’t have invited me.

Scott Luton (07:44):

Well, great selections. I’m a big fan, back to your answer, of a dirty martini, extra olives, extra dirty, and I like it up, rather than the rocks diluting it, making it watery. Greg, how about you?

Greg White (07:57):

So, I have a very good friend who’s a very educated wine connoisseur, so I have couple of answers. My all-time favorite is called Clos Erasmus. It’s a priorat, which is a Spanish wine, and, as he told me, and I believe him, it’s the best wine I will ever drink. And since he paid for it, it’s probably is unquestionably the best wine I’ll ever drink. Lots of everyday wines. So, my people are from Malbec country, so of course, I’m very partial to Malbec.

Scott Luton (08:25):

Well, I learned a lesson early in life, my first year of college, that the best taste in beer in the world is that that it’s cold and free, so along those lines. But, folks, let us know, it looks like Michael is also weighing in, and Michael and Jessica have this in common, “Tito’s and lime is the way to go”. I’m with you there, Michael. Kedara is tuned in from San Jose via LinkedIn. Great to see you, Kedara. Brett, good morning, via LinkedIn. Let us know. It looks like, I’m going to guess, Greg, it’s either the upper northwest or that might be like the Massachusetts area. Those are my guesses.

Greg White (08:57):

Yeah. It’s hard to tell. That picture’s kind of small at least in my monitor. So-

Scott Luton (09:02):

Brett, let us know.

Greg White (09:04):

Yeah. I think that’s the same, so that would be northwest for sure, but if it’s not, can anybody-

Scott Luton (09:11):

Now, Ron, Jessica, quick guesses where Brett might be from? No? Okay.

Jessica Rosen (09:16):

No guesses.

Scott Luton (09:18):

We’ll all weigh in on Northwest, upper northwest. And by the way, Timothy’s giving us a little bit of geography. Blaine is along the north end of the I5 corridor by the US and Canadian border. Okay.

Greg White (09:27):

Oh, that is up there.

Scott Luton (09:28):

A lot of good stuff there.

Greg White (09:30):

Okay.

Scott Luton (09:30):

It is.

Ron Shepherd (09:31):

Blaine’s the last stop before you cross the border or go to Vancouver.

Greg White (09:33):

Right. Exactly. And they still call it The Five there, right? Once you cross the border, it’s not The anything.

Scott Luton (09:43):

Man, I feel like I’m becoming a honorary resident of Blaine, because I’m in the know with all this insider information, but-

Greg White (09:49):

The whole The thing comes from California and it’s worked its way up the coast, The Five, The 405.

Scott Luton (09:55):

The more you know, the more you know, the more you know, right? Okay. So, let’s move on though. We’ve got two experts in supply chain, but especially trade compliance. And I think, folks, break out your favorite notebooks, we’re going to learn a lot from Jessica and Ron here today, and y’all keep your comments coming. Looks like Tim is a big fan of coffee, black coffee, and Anton Vernice, big fan of Anton Rupert Merlot. Okay. We’re going to learn more about that. But let’s talk trade compliance. And before, we need to do some level-setting, and I want to start with Jessica here. When it comes to the key pillars of a successful compliance program, let’s start there. There are three of them from my little homework I’ve been doing, Jessica, let’s start talk about the first pillar.

Jessica Rosen (10:41):

So, when you’re thinking about trade compliance, information reign is king, right? Knowledge and information, making sure that you have all of the key parties educated, and the right folks empowered to make decisions and to be informed. So, when you talk about knowledge and information within businesses that want to conduct trade compliance in the most efficient, effective, and compliant way, they really need to rely on trade experts, have the expertise in house, and also lean into technology from a certain standpoint, right? If you have the right backup, that’s really going to support all of the other pillars and kind of be part of that one of three pillars of foundational information. So, a WMS is always ideal from a larger organization that has complex multinational supply chain issues. And that, really, for me is kind of number one, right? Number one pillar is knowledge and information. How else do you make informed decisions? Being nimble and agile as business changes. Look at the trade today. It’s all over the place, right?

Greg White (11:46):

Yeah, and changing frequently, and it can change yet again in the fairly recent future, right?

Scott Luton (11:53):

Well, kind of what you were just saying, Jessica, and where Greg started the show earlier, we all have plenty in our blind spot, and that can bite you. And also, as we’ve established, Greg, time and time again, informed individuals make informed decisions, and oftentimes, much more timely decision. So, Jessica, I love that first pillar, information and knowledge. Ron, talk about the second pillar.

Ron Shepherd (12:17):

So, engagement is the second pillar of our conversation here today, and it’s really vital to the success of the compliance program. Going back to Greg’s example, I think it was Department of Corrections or something like that where they weren’t even in sync with what their requirements were. And one of the biggest reasons for that is because the people who are responsible for trade compliance, sometimes, aren’t as engaged with the broader organization to help them understand the aspects that they need to follow in order to navigate around some of these hurdles of trade compliance or the things that are in place to manage it compliantly. And so, what I see often are a couple different things and it’s harder now with work from home and remote workplaces to be engaged with your partners.

Ron Shepherd (13:08):

But I think if you really understand the goals of today, what are we trying to accomplish with our organization? What are the things that are happening right now? And if the compliance team is engaged with those individuals and understand the impact that the compliance program has on their ability to do that, to do whatever they need to do. So, relief aid, in some cases, getting materials sourced from different places because of WRO rules or whatever. So, understanding the organization goals, and what they’re trying to accomplish today, and the impact that the compliance program has on those goals is really vital. So, the second part is just the true engagement. So, how do you get—especially now with being remote in some ways and being in different parts of the country, how do you stay engaged to really understand what your organization’s trying to do, yet you have to do a lot of outreach and you have to make sure that what they’re trying to do is not go around you and go around the trade compliance team. So, if you manage trade compliance and you have a team of people, it’s trying to get them to be part of conference calls of team reviews, be part of meetings, that kind of stuff, and the networking, so that they know that you’re not going to try and disrupt their whole world, but you’re actually trying to understand what they’re trying to accomplish, and really be part of the solution and not be part of a blocker.

Scott Luton (14:39):

Okay. A lot of good stuff there on the first two pillars. Greg, weigh in on what you heard there from Ron.

Greg White (14:45):

Yeah. I think there’s a lot of opportunity to preempt problems. Think about how often we are reactive in the supply chain world, oops, I didn’t know about that additional charge or I didn’t pay attention to this kind of guideline or the guardrails, right? And I veered off path, so I think that connection, that engagement is critical, not only from the compliance team, but also, for the team that is usually just hustling to get the work done for them to be aware of how to communicate with those folks, to engage with those folks, and to prevent what are usually far more costly errors than the time loss to try and prevent them. So, yeah, I think that’s a critical aspect of it, but that’s hard to accomplish, right? I mean, as, Ron, you said, that engagement has to come from the people who know to the people who need. So-

Scott Luton (15:39):

Well, the good news is, folks, there is a growing ability to jump on a plane and go have these face-to-face conversations, which makes up probably part, if you can, of a successful engagement approach being the second pillar of what you’re working through here. So, Jessica, with that said, we’ve talked about the first pillar, information knowledge, the second pillar being engagement, your comment on the second pillar, and talk to us about the third.

Jessica Rosen (16:06):

So, I want to just kind of tie in a comment to what you all were just talking about in regards to the actual engagement. The engagement has to come through all parties within an organization. It’s one thing to have a compliance team and a team of experts, but how are they engaging with your legal teams, your tax teams, your logistics teams. Are they viewed as a restrictive entity inside of your own organization or an actual support structure that’s going to help you be compliant and facilitate trade in the right way? So, I think that that kind of ties into actually the third pillar, which is continuity, right? Making sure that you have business continuity, also needs to lean into the fact that you have information to share with the right people across the organization, not that you’re working on a compliance island, and again, viewed as that outside entity within your own business, right? That happens sometimes. And when you think about the continuity, that in the virtual world we just were talking about, everybody’s remote. I shouldn’t say everybody, but a large portion of us.

Scott Luton (17:08):

All folks are.

Jessica Rosen (17:09):

We’re remote, right? So, being proactive and making sure that you’re reaching out to those different divisions within your organization as a compliance professional, and they can understand your perspective and how you can just work together, work together for that continuity within your business.

Scott Luton (17:27):

Yes. I heard you say they kind of build that multiverse trade compliance program, right? I invite a lot of folks-

Greg White (17:35):

Somebody’s been to the movies in the last week.

Scott Luton (17:38):

I’m still learning what that is, Greg, quite frankly, but kidding aside, make it a big table and invite a lot of folks from a variety of front functions there and at all levels of the organization, and also, part of the point Jessica was making. So, three pillars there, information, knowledge being the first one. Engagement being the second one. And then, that continuity, which is so vital, being that third pillar. Now, Greg, that we’ve got kind of a foundation built that helps I think all the folks that are new to trade compliance kind of level-set a little bit and lean in, where are we going next?

Greg White (18:10):

Yeah. Jessica, to your point, you said, how you view your compliance organization is critical. I think most people view it as more of a burden than a help. So, I’m curious how companies—and, Ron, let’s ask you first, but I I’m curious how companies do handle trade compliance today, and also, how should they? I’d love to hear from both of you on that.

Ron Shepherd (18:39):

Sure. I mean, that’s what we’re all about, right? So, how they typically would handle it is that they’re going to take their own priorities or they’re going to bring their own priorities, their background, and their references of where they’re from and bring that to the organization, because that’s how they see value that they bring, right? The company hired me for my expertise and I’m going to put in these processes and controls in order to make sure that nobody goes to jail or we don’t pay penalties and that kind of stuff. So, typically, they’re going to go into it looking at a myopic approach to trade compliance irregardless of its effects on the rest of the organization. So, getting back to what Jessica is saying, you really need to understand what’s happening in legal, what’s happening in marketing, what’s happening in all the other different areas of the organization.

Ron Shepherd (19:31):

So, what would typically we’d want to do, and it goes back similar to what that engagement is, is try to make sure that your goals are part of the organization’s goals and that the organization understands that you have skin in the game on how successful they are. And when you look at the broader aspect of what the organization’s priorities are and try to fit them in, then you’re no longer, Greg, to your point earlier, seen as an obstruction. Typically, people will put, like when emergencies happen, what is the first thing that everybody does? They lock it down. They put the major control on everything that they have possible. And what that does is it sends ripples effects throughout the organization of things that you can’t do. We can’t do this, we can’t do that, don’t ask any questions, we’re just going to keep doing this here, put up the walls, and block everything from happening.

Ron Shepherd (20:27):

And those things affect your customer experience. They affect your cost picture and your profitability. They affect manufacturing. All these things affect that and they slow down your supply chain velocity. And so, you want to really make sure that you understand what are the effects of what you’re trying to do to mitigate some risks in certain areas, but also be open and approachable, and try to work together to get to how to—okay. We have customers that are in Eastern Europe and there’s a major conflict going on there. How do we get material to them that they need? The first thing that anybody might do is say, well, we can’t, there are major conflicts going there, when there are sanctions going on with people who might want to do that, and you have to really understand and really push yourself to find what are the options and alternatives, and measure the risk versus the reward.

Scott Luton (21:18):

Excellent point. And really quick, Greg, before you throw it over to Jessica, that supply chain velocity around what Ron’s talking about, so vital to protect it and increase it. Let’s see here. Bonita Lee, great to see you here today. She says, “I see many leaving it to their customs brokers or freight forwarders.” That’s a great comment. Larry Klein is back with us. Larry of South Georgia, I cannot remember the town, I always mispronounce it. Now, what’s the town down in South Georgia, Greg?

Valdosta?

No, no, no. Larry, fill us in, but great to have you back with us via LinkedIn. Tim Wing. Tim says-

Greg White (21:51):

Oh, was it Albany?

Scott Luton (21:51):

Yes. I always mispronounce that.

Greg White (21:54):

Albany. It’s not Albany. In Georgia, basically, it’s Albany.

Scott Luton (21:59):

That is right.

Jessica Rosen (21:59):

Good to know.

Greg White (22:00):

It’s an accident thing.

Scott Luton (22:01):

And if you don’t get it right, folks will tell you, so-

Greg White (22:05):

They will correct you.

Ron Shepherd (22:06):

It’s not Louisville in Georgia either. It’s Louisville.

Scott Luton (22:09):

That is right.

Greg White (22:10):

Yeah, that’s right. Very good.

Scott Luton (22:11):

Out the west side. Very nice, Ron. Wing—I’m sorry, Tim Wing. Tim says, “Need top-to-bottom buying support.” Excellent point there, Tim. Greg, you mentioned movies, Donna saw Dr. Strange last week.

Greg White (22:23):

The multiverse, yeah.

Scott Luton (22:24):

Yeah. We’ll have to find out—get her review on that film. Okay. So, Greg, I think you’re about to toss it back and get Jessica’s comments.

Greg White (22:30):

Yeah. Well, Ron got my attention pretty squarely when he said nobody goes to jail, and I don’t think everybody understands that that is one of the consequences of failure to comply. So, this is serious business, what we’re talking about, so, Jessica, I toss the same question to you. How do companies—have you seen companies typically address these challenges, and what’s your guidance on how they ought to?

Jessica Rosen (22:54):

So, I’ll echo some of Ron’s comments in my response back to you, but a lot of companies view compliance as scary. It’s scary. It’s unknown.

Greg White (23:04):

I’m scared as soon as he said jail.

Jessica Rosen (23:06):

And yeah, there’s definitely caution that needs to be taken, but it’s less scary if you unravel at a piece at a time. Lean into industry experts, right? We’re out here. We’re available, association support. And as soon as it becomes more known and more common, it becomes less scary. And it really breaks down those barriers for global trade. It breaks down the barriers that may be prohibiting you from growing as an organization, and that’s really critical. So, basically, don’t be scared, right? Just know the right steps to take. And when you talk about what should companies be doing, and it really is, lean into trade experts, make sure you have compliant team. Don’t ignore compliance, thinking that it’s going to go away. Those are the times that’s going to come back, and trust me, those are the times that compliance becomes a common name within any organization, because it becomes front and center. You really want risk mitigation in your strategy of managing your business.

Scott Luton (24:04):

I love that.

Greg White (24:05):

Yeah. I see trade compliance as similar to the IRS. You might rush headlong to build a really great business, but if you forget something as important as trade compliance, somebody comes knocking on your door and you could inadvertently, I mean, as you talked about it, pillar three is continuity, you could inadvertently impact the continuity, the viability of your very business by ignoring it. So, I think it’s important for folks to recognize that.

Scott Luton (24:34):

Excellent. And really quick, if I could add, we were talking an auto parts store pre-show, right? Catherine, her family ran one. You don’t take your Aston Martin to your CPA to get car work done on it, just like you don’t take your taxes to your garage shop, right? You got to go to the experts, right? You got to involve getting at the table, like Jessica and Ron both are speaking to. It only behooves you as a business leader to be more informed, and make better decisions, and limit the risk that is found in anyone’s blind spot. So, Greg, where are we going next with our esteemed panel?

Greg White (25:10):

There is a lot of comfort in handing things like this to an expert and allowing them to preempt problems. So, I’m curious, I know there are a lot of companies that are reactive to this, or maybe they’re not even really prepared for managing compliance, and, certainly, then not prepared for the issues that occur from failing to manage compliance effectively. So, Ron, share with us a little bit of—oh, let’s have some—let’s dish some dirt and talk about what happens. I mean, when that happens. Obviously, you’ve said the J word, jail, but I mean, there are other consequences that aren’t as scary, but still pretty impactful to your business, right?

Ron Shepherd (25:56):

Yeah. The biggest consequence is the customer experience. And if you’re not managing your trade compliance appropriately, even who your vendors are, where the materials are coming from, and all that kind of stuff, I mean, you’re looking at it right now, which vessels are backed up or can’t be loaded or unloaded and all that other kind of stuff, but trade compliance has a similarly impactful type of experience for your supply chain. And you guys talk about it all the time, your customers are looking for a supplier who is going to be there day in, day out, provide the materials, give them the services that they require every day, right? That’s one less problem and headache that they have to deal with. You can only do that if you have continuity in your operating model, so your supply chain. If you leave yourself open to customs exams, delays because of a vessel has dirt in it or a container that your material went has dirt in it, now, it’s got to go through an AFIS exam and all that other stuff, you’re leaving yourself vulnerable to supply chain disruptions, additional costs, and those types of things that is going to affect your customer experience.

Ron Shepherd (27:11):

And then they’re going to look for somebody else who has a more robust or redundant type of trade compliance program. And if you’re reactive to those types of things, you often are going to put an excess amount of cost into your process that then, who’s going to pay for it? It’s either going to affect your profitability, which is going to affect your stock price or whatever, and it’s going to affect your as well, because now, you’re going to have to charge them more, as opposed to an increase in your—or a decrease in your profitability. So, that’s another pain point if you’re not managing your trade compliance with a very robust compliance model, but one that helps the organization. And I’ll go back to it again, it’s the engagement. If you try to go back, and lock things down, and put all these things in place, what’s going to happen? Eventually, they’re going to see, alright, nobody went to jail, and because nothing ever happens because of some emergency, they’re going to go around you again, because your model, your trade compliance model is not engaging enough to warrant them pulling you into this conversation.

Scott Luton (28:20):

Greg, I got to share just a couple things from the comments here, because no one—as appealing as those orange jumpsuits are in jail, it’s not worth, it’s not making a trip. And Bonita-

Greg White (28:29):

So, 10 years ago, orange is the new black, right?

Scott Luton (28:33):

Oh, is it? That’s right.

Greg White (28:33):

Orange is not the new black now. Do not wind up in orange, yes.

Scott Luton (28:38):

Bonita also says, “Good point, Ron. Once you’re flagged, you’re flagged for future shipments.” That is great to know. And she also mentions this ICPA association as a great resource. Larry says, “Don’t try to memorize all this stuff. Always have a guy or a gal-” websites is what he meant to type there, websites, whatever, and Larry ads, “Right is right no matter what. Proactivity is much cheaper.”

Greg White (29:01):

Unquestionably. I think about some of the experiences we’ve had recently. I mean, CBP, the Customs and Border Patrol, they have changed their policy on things like slavery, right? If you don’t pay attention, you could source goods out of Xinjiang Province that will be stopped and rejected or seized upon entry into US water. So, I mean, it’s important from a company credibility standpoint, all of those things, Ron, you mentioned are of course important, but just think about your credibility in the larger marketplace, as my favorite clothing line used to be an offender in the Xinjiang Province, and they have cleaned up their act, so now, I’m able to wear Adidas clothes again. But the other thing that, Ron, you spoke to, and I’d love Jessica to get your thoughts on this and whatever other insights you have in regard to the responsive or lack of knowledge kind of approach that many companies take is this pendulum swing where you are completely out of compliance, and then you’re completely locked down, and companies tend to kind of swing back and forth. There is and has to be a happy medium, and you’ve described these three pillars that I think bring that equilibrium to the pendulum. So, I’m curious, tell me a little bit about what you’ve seen and maybe even some ways that companies overcome this pendulum swing.

Jessica Rosen (30:27):

Yeah. So, when we talk about the pendulum swing, you’re absolutely right. As soon as you’re in hot water, as said before, compliance is the word that’s just buzzing around your organization. By then, it’s too late. All hands on deck, and we need a compliance program, and it really is hair on fire. So, of course, the ideal thing is to avoid that, right? And when you start thinking about, if you look further upstream, Ron made some really good points in regards to the customer aspect, but don’t forget your internal customers, right? So, you have things all the way up through the supply chain, even to the point of dealing with vendors and suppliers that could be impactful all the way through and all the way down. The cost of goods sold, the risk of having goods delayed, the time of cost—the cost of time of goods just sitting there, all of those things really start adding up.

Jessica Rosen (31:20):

And when you look at this pendulum swing, if you have a program that includes auditing, oversight, information, accuracy, those are the things that are going to help you, so you don’t end up in that one end of the pendulum with the hair on fire. What you can’t afford to do as an organization is put your head in the sand, and really not look at it, and hope nothing’s going to happen. Nothing’s happened. Nothing’s going to happen. It’s somebody else’s problem. And you cannot give your risk to another entity. You are, as an importer of record, ultimately responsible for what’s happening within your organization. So, lean into expertise, lean into experts, we are out here, and those are the types of things that really help that pendulum kind of sway a little bit shorter, where if you find an issue, you address that issue and it’s no longer a huge response to a major situation, it’s a minor tweak to an overall stable and healthy compliance program.

Scott Luton (32:25):

Wow. As she was talking about—there’s so much goodness in what she just shared there, but it reminded me of our arsonist phrase we got from Mike Griswold, Greg, we can’t reward the arsonist, right? And-

Greg White (32:40):

That’s been the supply chain of the past, is we fail to acknowledge this kind of risks, and then we wind up taking pride in and even rewarding the arsonist, right? We start the fire by not being preemptive as Ron and Jessica are talking about, and then we reward ourselves for saying, yes, we got through that, right? So, yeah, I think I had exactly the same picture, Scott, and we do have to be more preemptive. And I think what Jessica, you and Ron are promoting is it is so much cheaper to prevent a fire than to rebuild the building after it’s burned down, right?

Scott Luton (33:15):

Stronger foundation, to, again, go back to improving, increasing that supply chain velocity. Couple comments here, Peter Bole. Great to see you, Peter Bole, all night and all day. “Very true, Jessica”, he says, “or you get a day like I’m having today, chasing issues all morning”. And I should point out, and, Peter, we got to compare notes, I appreciate your comments on my airport comment. Peter spent about 30 years, Greg, I’m going to get this number wrong with Air Canada. And so, all kinds of compliance conversations that we had there. Bonita says, “Thank you, Jessica. No ostrich is allowed. Auditing is key.” Excellent comment. And I don’t know, she’s got a couple acronyms here, and maybe my neurons aren’t firing, Bonita, you’re going to have to-

Greg White (34:01):

Know your source and know your customer, I think.

Scott Luton (34:04):

Nice. And Peter’s genuinely spent 25 years, Air Canada. I apologize. Giving you a few extra years prestige there, Peter.

Greg White (34:12):

Better pension for 30.

Scott Luton (34:14):

That’s right. Finally, and I wish we get everybody’s comments, but y’all keep them coming. Shintara says, “Courts are increasingly holding shippers liable under theories of vicarious liability, negligent selection, or entrustment, as well as a contractual assumption of risks.” Shintara just might be an attorney. Those are some big words for me to say, at least, but excellent point.

Greg White (34:36):

And that’s going to reflect on carriers, and forwarders, and that sort of thing, because once it starts impacting Walmart, and Target, and Amazon, they’re going to rain hellfire down on whoever caused them to have that liability.

Scott Luton (34:52):

That’s right. Excellent point.

Greg White (34:53):

And they got the bucks to do it. So, you can seriously get hit from both sides, right? The government compliance side, and then from your ultimate customer.

Scott Luton (35:02):

We’re just after that equilibrium that Jessica mentioned, part of that pendulum illustration.

Greg White (35:06):

Yeah, let’s focus on that.

Scott Luton (35:07):

Yeah, let’s focus there. So, Jessica, let’s get back with you and talk about some of the key trends that you see in trade compliance today that our viewers and listeners should be more aware of.

Jessica Rosen (35:19):

So, I think one of the things that’s really been prominent and has—I guess it’s not even new, but multinational organizations are having global oversight from a compliance standpoint. They have regional expertise, but global oversight or centralized governance in order to make sure there’s continuity from beginning to end. No longer is it the origin is doing their piece and the destination is doing their piece, with the onset of all the technology that’s out there and customs agencies around the globe becoming more automated, it’s even more important to make sure that there’s continuity in information all the way through, from point of exported origin to point of import at destination and even from a post-entry standpoint.

Scott Luton (36:03):

Well said. Ron, what would you add? I’m sorry, Jessica, go ahead.

Jessica Rosen (36:06):

No, that’s okay. We want to get Ron’s comments, I can chime in after.

Scott Luton (36:09):

Well, please. I didn’t mean to cut you off. You shared so much in that first snippet. What else are you seeing trend-wise?

Jessica Rosen (36:17):

So, I think that there’s also a trend in making sure that you are leaning into experts. The responsibility has increasingly been embraced within multinational organizations in a broader understanding. If you think back about trade compliance, it was an unknown word even five years ago. We fast forward to some of the global disruptions that we’ve seen in five years. I’m not going to go into specifics, but it is much more common industry and no longer are you the complete outsiders, and what does that mean? What do you do? I don’t understand. So, there’s definitely a trend of more awareness and knowledge, which I personally think is helpful to organizations that are trying to advocate for compliance programs within their companies.

Scott Luton (37:03):

So, sometimes, I misread the pauses, but what I heard in that second segment Jessica is you’re saying that trade compliance gurus, they’re cool now, they’re hip. It’s cool to be in trade compliance. Is that right, Jessica?

Jessica Rosen (37:15):

We are the cool kids now. Absolutely. We’ve been waiting for our time, and here it is.

Scott Luton (37:20):

It is here.

Greg White (37:22):

At least in supply chain, we can relate, being that sort of black box that everyone was afraid of, right?

Scott Luton (37:28):

Oh, so true.

Greg White (37:29):

And now, with the benefit of exposure, broad-based exposure, now, people understand it and they fear it a lot less. I think, obviously, there are some challenges where you guys are operating, but I think the sooner that that happens, the better, that people know that there are people who can keep them out, not just get them out, keep them out of these trade compliance issues.

Scott Luton (37:51):

I’m with you.

Jessica Rosen (37:52):

Absolutely. And I have one more, Scott.

Scott Luton (37:53):

Yeah, please. Yeah, please. It’s like some of those folks that were misreading the PJ Open Greens last weekend, man, sometimes, my putts just fly past the hole. So, Jessica, please, what are the trends?

Jessica Rosen (38:07):

I need a cue card over here, right? I need to have like a little cue card.

Greg White (38:10):

A little talking—yeah.

Jessica Rosen (38:11):

But one of the other things that I was going to comment on is just simply the agility of a business to make change, right? So, you’ve seen a lot of trends with, if you can’t source from a certain location, having the agility to source from another location, swiftly and quickly change your supply chain, vendors, suppliers, and even service providers to some extent. We’ve heard a little bit about nearshoring. We’ve, in general, seen just supply chain. You were talking about earlier, Greg, right? Oh, there are containers sitting out there, what’s the trend? Goods aren’t getting into the country the way they used to, so making sure that organizations have a contingency plan is another point that I wanted to make as far as what we’re starting to see.

Scott Luton (38:50):

So much, yeah, critical. And these new opportunities require, I would think, those that are experts in trade compliance, like both of y’all here as, let’s see here, Tim Wing states, “You have two outstanding resources addressed in group here.” I agree with you, Tim. As I mentioned, we were walking away with a lot smaller blind spot after talking with Jessica and Ron here. Ron, keeping things moving forward, you weigh in, if you would, on some of the key trends you’re seeing.

Ron Shepherd (39:18):

So, certainly, using data to be able to understand your compliance picture and its effects that it has not only on your risk mitigation picture, but using data to understand what’s the cost of your trade compliance program in terms of your customer experience, your true cost, and those types of things. So, we’re seeing that more and more people are taking all of their different key points of their trade compliance or parts databases, their FTAs, all that kind of stuff. And then, they have it, and a lot of times, in their GTM, or notes, or whatever, but now, they’re trying to engage with their providers to make sure that, now, you have the useful information they need in order to act on their behalf, whether it’s a customs broker from an import entry or forwarder for filing exports around the world, and those types of things. So, we’re seeing the digit-to-digit-

Scott Luton (40:14):

I can never say that word either, Greg.

Greg White (40:16):

Yeah, I’m glad you said that word, Ron.

Scott Luton (40:17):

I can never say that and-

Ron Shepherd (40:18):

Jessica said, cool kids, I keep thinking of that song in the back of my mind, it just threw me way off.

Scott Luton (40:24):

Digitization.

Ron Shepherd (40:25):

Got it. So, being able to supply that information to the providers, but then take it back, consume it, and make sense of it, and what are the impacts that it’s had? So, that’s the first thing. The other thing is with the effect of sanctions going on through globally affecting different parts of the world, and I’m not just talking about the Russia, Belarus sanctions that are occurring now, but you can go back a couple years ago with the US, Zimbabwe. and China. and all different types of things. And, Greg, you talked about it with the forced labor, right? So, where are the supplies coming from, and whether or not it’s impacted by those forced labor laws and WRO. So, now, the trade compliance teams, where most of their focus was on import compliance, are expanding.

Ron Shepherd (41:13):

And now, they’re looking at what is our effects from an export perspective? What is our supplying and distribution in different parts of the world, different countries, how’s that being affected by different things? So, they really have to wear lots of hats and bigger hats. And Jessica talked about it before, they have different regional experts that are able to pull in to the global process. And the last thing is not just risk mitigation from a trade compliance perspective, but we’re having input on brand risk. I think you talked about a little bit earlier, Greg, so that brand risk is going to come a lot from the legal group as lost trade compliance, and what happens if we don’t follow our trade compliance program, and then things were to be exposed about our holes in our trade compliance program and the effect it’s going to have on our bottom line?

Scott Luton (42:07):

So much to dive into, and we only have y’all for a few more minutes here. I want to share a couple quick comments. Peter Bole says, “Keep preaching it, Jessica. I’ve been screaming this from rooftops for many years, a diversified supplier base wins the day, not to be confused with supplier diversity.” Excellent point there, PB. Kim Winter, our dear friend from Dubai. Kim, great to see you. Enjoyed our show last week, I think it was. “Greetings from the Dubai team. FYI, one of our fastest growing global, Canada-based clients, is all about legal and document compliance, data integrity, cross border info validation.” Big issues. That data integrity in particular, we all know the old adage, garbage in, garbage out, that part of what I did in the Air Force was spend some time each day ensuring data integrity in terms of the maintenance actions that went into our massive databases. And Bonita says, “Now, you can talk about the metaverse, Scott, regarding the data”. The data. Okay. Let’s keep driving. Really quick, because we got some resources, and we want to protect Jessica and Ron’s time here. Jessica, how do we sell effectively the importance of trade compliance to decision makers who, these days, are focused on a variety of different things?

Jessica Rosen (43:22):

Yeah, absolutely, because there sparks all over the dry woods, right? So, how do you know which one to address at which time? I think there’s a couple different pieces to this. You build internal champions. We talked about it earlier. Make sure that you’re communicating with the different departments within the organization, know the organization’s goals and strategies, and align your compliance efforts to support those goals and strategies. They’re going to see that you are a facilitator versus, potentially, a blocker, right? Being on the same team. If everyone’s on the same team, you’re going to be much more successful than, of course, if you’re not. And when you’re talking to high executives, they’re busy, keep it simple. Let’s not get into all of the details, quantify it, keep it simple, and repeat it. So, make sure that you understand who your audience is, what the impact of the topic is that you’re going to be talking to, and how it ties into those overall strategies?

Jessica Rosen (44:18):

And quantifying, I think, is really important as well. If this happens, this is the impact to our business and our business strategy. This is why we need to take our time to focus on compliance, because it’s going to facilitate growth or facilitate trade in other areas, all of those different pieces that organizations are looking at. And I edit in there again, and it’s worth saying, repeat. And I don’t know what the saying is, but there’s a certain amount of times you hear something and a certain percentage sticks. And you have to be consistent with your messaging, right? You have to be consistent with what you’re saying and who you’re saying it to. And I think those are going to bring the overall foundation, pulling all together the information, the technology, the data, and the continuity, and it all kind of ties in together with those points.

Scott Luton (45:05):

It should-

Greg White (45:06):

Very nice, Jessica. You often have to tell somebody something seven times before they hear you for the first time.

Jessica Rosen (45:10):

There’s a good stat.

Greg White (45:12):

I mean, that sounds crazy, and I think to your point, keep it simple and continually communicate it, because as you said brilliantly, there’s a lot of, what did you say, sparks on the?

Ron Shepherd (45:25):

Embers on the dry wood.

Greg White (45:26):

Embers on the dry wood, right? And it’s going to take a minute for you to get through to somebody when they’ve got this many many problems and probably more. So-

Scott Luton (45:37):

And, hey, John Boglino is confirming the data. “Seven times, I have it stick.” Thank you, JB, and great to see you here today. Larry Klein talks about. “Just the facts, just the facts.” And someone mentioned big hats, Bonita says, “Just different colored hats, like Kentucky Derbylike. I love that. Okay. For a second time, Ron, really quickly, add to what Jessica shared about, how do we sell it internally, kind of?

Ron Shepherd (46:03):

You got to force yourself to say, our trade compliance program needs to be broader than just risk mitigation. It needs to help our ability to grow. It needs to increase our customer experience or our supply chain velocity. It needs to help with our cost picture and risk mitigation. So, risk mitigation is always going to be at the heart of a trade compliance model, but you can’t throw the baby out with the bath water, you need to understand what’s going on in the organization, how you impact the organization, and how you can help them be better, because if not, you’re going to go back to the beginning of this conversation, where people just go around you, and they avoid you, because what you’re going to tell them is probably bad news, right?

 

Ron Shepherd (46:50):

They have to know that as the director or the person that’s responsible for supply chain, you’re there to really help make sure that we’re legit, we have continuity in our supply chain and our trade compliance program, but that we’re trying to figure out what’s the best way to do that all compliantly. And once you get that reputation and pull your people out of that comfort zone that they have and really push them to where they need to be, which is be supportive of the entire organization, then you’re really going to get the attention of the organization, especially nowadays, all the different media and things that you can do. I mean, our marketing group is really helpful in trying to get the message out to lots of different people within the organization about how helpful we can be. So, there’s lots of cool things that the cool kids can do.

Scott Luton (47:40):

Snackable right there, right there. Hey, don’t avoid trade compliance at a fear of bad news, because there are worse things, like worse news, right? Going back to the jail situation. So, lean into these outstanding resources. And I misspoke earlier. It’s not just selling internally, if you got a big organization, that’s probably part of what you got to do, or for that matter, if you have a small organization, but it’s also showing the value, and the value proposition, and the resources, and how you can add velocity to your customers and suppliers outside the four walls. So, a lot of stuff here. And, Bonita, I’ll tell you, this is something she is passionate about, I love it. She says, “I like to say comply or die. Should I stop?” I’ll leave that to the experts, Bonita, but a lot of good stuff here.

Scott Luton (48:26):

Okay. Really quick. Y’all have got some great resources. We want to share those with all of our listeners and folks viewing from the cheat seats. And first up is if you’re like me, I mentioned The Wall Street Journal. I get the daily logistics report every morning. I also get these emails from UPS Supply Chain Solutions, these freight market updates and more, and we’ve got a link where you can go and sign up for that. Production team, if we could drop that in the comments, make it easier for folks, right? We’re all debating what port was listed here. You’ll have to tune in for the next live stream to get the answer. And then, secondly are the UPS Tradonomics webinar series. We also have a link where you can sign up for that as well. And, Ron, we believe we—I think we heard from your agent that you were a part of one of these last webinars that are now on demand at the link provided. What was your favorite—what was the webinar about? What was your favorite part?

Ron Shepherd (49:23):

It was about trade compliance in Europe and in the EU. And so, it’s global trade compliance and spotlight on the EU. There was a couple different speakers besides me, but what I really liked about it was that we had an opportunity to talk about not just US sanctions, but global sanctions, EU, Canadian sanctions that are affecting trade compliance pictures in Europe and around the world. But Jessica is regularly on there, so we like to do them and they’re fun to do as well. Not as fun as being with you guys today, but you certainly like to have those.

Greg White (50:01):

What could be that fun, Ron?

Ron Shepherd (50:02):

Yeah, you are too kind. Jessica, speak to—so you’re making appearances as well, which we’ve heard about. Tell us what’s your favorite part of getting this information out there.

Jessica Rosen (50:11):

By far, my favorite part is the awareness, right? It’s eliminating the unknown and providing tools that are going to help individuals, organizations. That’s what this is all about, is sharing, having that network of support. So, this is a great opportunity to hear more information, lean into some more experts, and share ideas.

Ron Shepherd (50:37):

Going back to the very beginning of the—not the very beginning, but towards the beginning of this conversation that we had today, it was about, how much experience does someone bring to the program, the trade compliance program? And if you actually—the more you can learn, the more input you can get from people, so all the people that are listening today, you’re hearing two more people talk about trade compliance and the effects that it has, all that kind of exponentially increases your value to the organization, because you’re tapping into more people that help you understand the trade compliance aspects of your organization. So, the more you can do that, the better off you’re going to be and rationalize the picture. So, join our Tradonomics webinars, join other webinars, stay on Supply Chain Now, and the more you learn, the more value you bring to the organization.

Scott Luton (51:30):

Yes, the more you know. Again, we need that graphic. We need that graphic. We got to talk to our friends at NBC. Hey, Greg, what do Corvettes, Crocs, candy, and Jessica and Ron have in common? They’re all cool, man. They’re all cool.

Greg White (51:44):

Oh, okay. Sorry. I was going to say they’re cool, but then you said Crocs. So-

Scott Luton (51:49):

Hey, Crocs are all the rage. Also, all my kids won’t.

Greg White (51:53):

Not just kids.

Scott Luton (51:54):

Okay. Not just kids.

Greg White (51:55):

I mean, they make some actually fashionable looking shoes, by the way.

Scott Luton (51:58):

We’re going to get some over the weekend, maybe, as we’re playing golf on Saturday. Hey, I digress. So, Jessica and Ron, let’s make sure, folks, I appreciate—going back to your answer, Jessica, awareness is so critical. It’s a big part of the battle, right? So, I loved your passion there. How can folks connect with both of y’all? And, Jessica, start with you.

Jessica Rosen (52:19):

Yeah, I’m on LinkedIn, right? That’s a great platform to reach out and a huge platform from a global standpoint. So, tap me up on LinkedIn and we’ll be able to start your conversation and engage. And as requests come in, we’ll make sure you get supported.

Scott Luton (52:34):

Wonderful. And, hey, you might want to also be on trade compliance talk Yankees baseball with Jessica Rosen. I really appreciate your time here today. Ron, same question. How can folks connect with Ron Shepherd?

Ron Shepherd (52:45):

They can email me directly at jrosen@ups.com.

Jessica Rosen (52:54):

Don’t actually use that. That’s not my real email.

Scott Luton (52:58):

You never know what’s-

Jessica Rosen (52:59):

No worries, by the way, you can email me too, but use one-

Scott Luton (53:03):

Man, you never know.

Ron Shepherd (53:05):

LinkedIn, we’re right there. I’m usually really good. I got the alerts that pop up on my phone if somebody sends me a message, so that’d be the best way to be able to reach out to me. And I appreciate anybody that does, and I may not know the answer, but I have a wealth of resources within our organization, just as Jessica is, to be able to help somebody navigate an issue or a problem.

Scott Luton (53:28):

Well said.

Greg White (53:28):

Not only is Ron one of the cool kids, he can ask more cool kids  to help you.

Ron Shepherd (53:33):

You got it.

Scott Luton (53:34):

Oh, one, two punch here today. Really have enjoyed our time. Gosh, I’m walking away here with a whole different appreciation, and really, a different perception of trade compliance gurus and resources. So, big thanks to Jessica Rosen, President of UPS Trade Advisory Services. Jessica, thanks so much for your time.

Jessica Rosen (53:52):

Thank you.

Greg White (53:53):

And, Ron Shepherd, Director of Global Trade Compliance at UPS Supply Chain Solutions. Thank you, Ron.

Ron Shepherd (53:59):

It was my pleasure. Thanks for having me.

Scott Luton (54:02):

Thank you, Jessica, Ron, we’ll see y’all again soon.

Jessica Rosen (54:04):

Sounds great. Thank you.

Greg White (54:05):

Take care.

Scott Luton (54:05):

Man, I’ll tell you, it feels like—always feels like we’re scratching the surface because is so challenging to make as much headway as we can in an hour, especially in a big, old topic like trade compliance in this global business and beyond this obstacle course that is global supply chain era. But, hey, Jessica and Ron, they know their stuff, huh?

Greg White (54:27):

I learned something. I mean, we learned a little something every single time, but to understand—what I learned was, first of all, this is a big issue, obviously, and the other thing is that they are coming kind of to the enterprise the way supply chain has come to the enterprise, that necessary evil is now part of that greater risk management structure that companies now finally recognize as the fact that they have ignored supply chain compliance and other risk-based aspects of the business, they’ve ignored it to their peril, and it has created the fragility, so much of the fragility that we’ve seen over the last two-and-a-half years in the supply chain in particular, right? And I think what’s important to understand is that as supply chain has kind of risen to that level of esteem, if you will, so compliance should.

Greg White (55:21):

And I talk about this all the time, Scott, supply chain is not—first of all, it’s not a necessary evil, it’s also not a cost-saving exercise, which is where the vast majority of viewpoint comes from on supply chain. It is a risk-balancing exercise, and compliance is a huge part of that risk, and to eliminate fragility in your supply chain, which leads, as they both said, to lost profit, to potential prison sentence, to the detriment of your brand esteem that would actually get someone to stop buying your goods, because you are unreliable or out of sync with ethics and legalities, right? You have to recognize that this is a powerful topic that can really, really impact not just the bottom line, not just the legal line, but the top line and the real true brand esteem of your business. So, it’s important.

Scott Luton (56:17):

Excellent point. Avoid trade compliance professionals, resources, leaders at your own peril. Excellent point there, Greg. Okay. Hey, a couple of quick comments here. Bonita says, “You got to have charms for your Crocs to be cool, okay?” Bonita, I really enjoyed your perspective here today. Let’s see here. Peter Bole also enjoyed Ron, “If you looked into Ron’s background, he had a portrait of Washington and Lincoln, the brain trust of the past”, as PB says. I love that, Peter. And John, “Yeah, Crocs. You got to get on board.”

Greg White (56:50):

No, you don’t have to, John.

Scott Luton (56:51):

John, great to see you here today from Maine.

Greg White (56:55):

We’re keeping the debate alive, Scott. That’s all we’re doing.

Scott Luton (56:57):

That’s right. That is right. And, Timothy, hey, the first and the last comment here today, great to have you here, Timothy, from Blaine, Washington, the product of Blaine, Washington. Okay. So, Greg, we got to leave it there. Folks, make sure you connect with Jessica and Ron. Man, great additions to your network. Check out those links we shared. Those are also great resources. But, hey, whatever you do, take action. Walk through the door. Open the window. There’s so much opportunity out there, and opportunity to be much more informed, so you can make better decisions faster, right? Protect that supply chain velocity as Ron Shepherd mentioned. But folks, equally as important, on behalf of our entire team here at Supply Chain Now, Scott Luton, Greg White, challenging you to do good to give forward and to be the change that’s needed. On that note, we’ll see you next time right back here at Supply Chain Now. Thanks everybody.

Intro/Outro (57:50):

Thanks for being a part of our Supply Chain Now community. Check out all of our programming at supplychainnow.com, and make sure you subscribe to Supply Chain Now anywhere you listen to podcasts, and follow us on Facebook, LinkedIn, Twitter, and Instagram. See you next time on Supply Chain Now.

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Featured Guests

Jessica Rosen is the President of UPS Trade Advisory Services, which includes UPS Zone Solutions and STTAS, a UPS Company. Jessica is an Accredited Zone Specialist (AZS), Licensed Customs Broker (LCB), Certified Customs Specialist (CCS) and a Certified Export Specialist (CES). Jessica has over 10 years of experience focusing on international trade and compliance with over 20 years of experience with international logistics. Connect with Jessica on LinkedIn.

Ron Shepherd is the Director of Global Trade Compliance for UPS Supply Chain Solutions and has over 30 years of experience in managing cross-border trade operations and compliance programs with UPS and is a Licensed Customs Broker. Connect with Ron on LinkedIn.

Hosts

Scott W. Luton

Founder, CEO, & Host

Greg White

Principal & Host

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Nick Roemer

Host, Logistics with Purpose

Nick Roemer has had a very diverse and extensive career within design and sales over the last 15 years stretching from China, Dubai, Germany, Holland, UK, and the USA. In the last 5 years, Nick has developed a hawk's eye for sustainable tech and the human-centric marketing and sales procedures that come with it. With his far-reaching and strong network within the logistics industry, Nick has been able to open new avenues and routes to market within major industries in the USA and the UAE. Nick lives by the ethos, “Give more than you take." His professional mission is to make the logistics industry leaner, cleaner and greener.

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Katherine Hintz

Creative Director, Producer, Host

Katherine Hintz, MBA is a marketing professional who strives to unite her love of people with a passion for positive experiences. Having a diverse background, which includes nonprofit work with digital marketing and start-ups, she serves as a leader who helps people live their most creative lives by cultivating community, order, collaboration, and respect. With equal parts creativity and analytics, she brings a unique skill set which fosters refining, problem solving, and connecting organizations with their true vision. In her free time, you can usually find her looking for her cup of coffee, playing with her puppy Charlie, and dreaming of her next road trip.

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Kim Reuter

Host

From humble beginnings working the import docks, representing Fortune 500 giants, Ford, Michelin Tire, and Black & Decker; to Amazon technology patent holder and Nordstrom Change Leader, Kimberly Reuter has designed, implemented, and optimized best-in-class, highly scalable global logistics and retail operations all over the world. Kimberly’s ability to set strategic vision supported by bomb-proof processes, built on decades of hands-on experience, has elevated her to legendary status. Sought after by her peers and executives for her intellectual capital and keen insights, Kimberly is a thought leader in the retail logistics industry.

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Kristi Porter

Host, Logistics with Purpose

Kristi Porter is VP of Sales and Marketing at Vector Global Logistics, a company that is changing the world through supply chain. In her role, she oversees all marketing efforts and supports the sales team in doing what they do best. In addition to this role, she is the Chief Do-Gooder at Signify, which assists nonprofits and social impact companies through copywriting and marketing strategy consulting. She has almost 20 years of professional experience, and loves every opportunity to help people do more good.

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Sofia Rivas Herrera

Host, Supply Chain Now en Espanol

Sofia Rivas Herrera is a Mexican Industrial Engineer from Tecnologico de Monterrey class 2019. Upon graduation, she earned a scholarship to study MIT’s Graduate Certificate in Logistics and Supply Chain Management and graduated as one of the Top 3 performers of her class in 2020. She also has a multicultural background due to her international academic experiences at Singapore Management University and Kühne Logistics University in Hamburg. Sofia self-identifies as a Supply Chain enthusiast & ambassador sharing her passion for the field in her daily life.

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Demo Perez

Host, Supply Chain Now en Espanol

Demo Perez started his career in 1997 in the industry by chance when a relative asked him for help for two just weeks putting together an operation for FedEx Express at the Colon Free Zone, an area where he was never been but accepted the challenge. Worked in all roles possible from a truck driver to currier to a sales representative, helped the brand introduction, market share growth and recognition in the Colon Free Zone, at the end of 1999 had the chance to meet and have a chat with Fred Smith ( FedEx CEO), joined another company in 2018 who took over the FedEx operations as Operations and sales manager, in 2004 accepted the challenge from his company to leave the FedEx operations and business to take over the operation and business of DHL Express, his major competitor and rival so couldn’t say no, by changing completely its operation model in the Free Zone. In 2005 started his first entrepreneurial journey by quitting his job and joining two friends to start a Freight Forwarding company. After 8 months was recruited back by his company LSP with the General Manager role with the challenge of growing the company and make it fully capable warehousing 3PL. By 2009 joined CSCMP and WERC and started his journey of learning and growing his international network and high-level learning. In 2012 for the first time joined a local association ( the Panama Maritime Chamber) and worked in the country’s first Logistics Strategy plan, joined and lead other associations ending as president of the Panama Logistics Council in 2017. By finishing his professional mission at LSP with a company that was 8 times the size it was when accepted the role as GM with so many jobs generated and several young professionals coached, having great financial results, took the decision to move forward and start his own business from scratch by the end of 2019. with a friend and colleague co-founded IPL Group a company that started as a boutique 3PL and now is gearing up for the post-Covid era by moving to the big leagues.

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Kim Winter

Host, Supply Chain Now

The founder of Logistics Executive Group, Kim Winter delivers 40 years of executive leadership experience spanning Executive Search & Recruitment, Leadership Development, Executive Coaching, Corporate Advisory, Motivational Speaking, Trade Facilitation and across the Supply Chain, Logistics, 3PL, E-commerce, Life Science, Cold Chain, FMCG, Retail, Maritime, Defence, Aviation, Resources, and Industrial sectors. Operating from the company’s global offices, he is a regular contributor of thought leadership to industry and media, is a professional Master of Ceremonies, and is frequently invited to chair international events.

He is a Board member of over a dozen companies throughout APAC, India, and the Middle East, a New Zealand citizen, he holds formal resident status in Australia and the UAE, and is the Australia & New Zealand representative for the UAE Government-owned Jebel Ali Free Zone (JAFZA), the Middle East’s largest Economic Free Zone.

A triathlete and ex-professional rugby player, Kim is a qualified (IECL Sydney) executive coach and the Founder / Chairman of the successful not for profit humanitarian organization, Oasis Africa (www. oasisafrica.org.au), which has provided freedom from poverty through education to over 8000 mainly orphaned children in East Africa’s slums. Kim holds an MBA and BA from Massey & Victoria Universities (NZ).

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Adrian Purtill

Host, Logistics with Purpose

Adrian Purtill serves as Business Development Manager at Vector Global Logistics, where he consults with importers and exporters in various industries to match their specific shipping requirements with the most effective supply chain solutions. Vector Global Logistics is an asset-free, multi-modal logistics company that provides exceptional sea freight, air freight, truck, rail, general logistic services and consulting for our clients. Our highly trained and professional team is committed to providing creative and effective solutions, always exceeding our customer’s expectations and fostering long-term relationships. With more than 20+ years of experience in both strategy consulting and logistics, Vector Global Logistics is your best choice to proactively minimize costs while having an exceptional service level.

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Kevin Brown

Host, Logistics with Purpose

Kevin Brown is the Director of Business Development for Vector Global Logistics.  He has a dedicated interest in Major Account Management, Enterprise Sales, and Corporate Leadership. He offers 25 years of exceptional experience and superior performance in the sales of Logistics, Supply Chain, and Transportation Management. Kevin is a dynamic, high-impact, sales executive and corporate leader who has consistently exceeded corporate goals. He effectively coordinates multiple resources to solution sell large complex opportunities while focusing on corporate level contacts across the enterprise. His specialties include targeting and securing key accounts by analyzing customer’s current business processes and developing solutions to meet their corporate goals. Connect with Kevin on LinkedIn.

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Jose Miguel Irarrazaval

Host, Logistics with Purpose

Jose Manuel Irarrazaval es parte del equipo de Vector Global Logistics Chile. José Manuel es un gerente experimentado con experiencia en finanzas corporativas, fusiones y adquisiciones, financiamiento y reestructuración, inversión directa y financiera, tanto en Chile como en el exterior. José Manuel tiene su MBA de la Universidad de Pennsylvania- The Wharton School. Conéctese con Jose Manuel en LinkedIn.

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Vicki White

Controller

Vicki has a long history of rising to challenges and keeping things up and running. First, she supported her family’s multi-million dollar business as controller for 12 years, beginning at the age of 17. Then, she worked as an office manager and controller for a wholesale food broker. But her biggest feat? Serving as the chief executive officer of her household, while her entrepreneur husband travelled the world extensively. She fed, nurtured, chaperoned, and chauffeured three daughters all while running a newsletter publishing business and remaining active in her community as a Stephen’s Minister, Sunday school teacher, school volunteer, licensed realtor and POA Board president (a title she holds to this day). A force to be reckoned with in the office, you might think twice before you meet Vicki on the tennis court! When she’s not keeping the books balanced at Supply Chain Now or playing tennis matches, you can find Vicki spending time with her husband Greg, her 4 fur babies, gardening, cleaning (yes, she loves to clean!) and learning new things.

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Allison Giddens

Host

Allison Krache Giddens has been with Win-Tech, a veteran-owned small business and aerospace precision machine shop, for 15 years, recently buying the company from her mentor and Win-Tech’s Founder, Dennis Winslow. She and her business partner, John Hudson now serve as Co-Presidents, leading the 33-year old company through the pandemic.

She holds undergraduate degrees in psychology and criminal justice from the University of Georgia, a Masters in Conflict Management from Kennesaw State University, a Masters in Manufacturing from Georgia Institute of Technology, and a Certificate of Finance from the University of Georgia. She also holds certificates in Google Analytics, event planning, and Cybersecurity Risk Management from Harvard online. Allison founded the Georgia Chapter of Women in Manufacturing and currently serves as Treasurer. She serves on the Chattahoochee Technical College Foundation Board as its Secretary, the liveSAFE Resources Board of Directors as Resource Development Co-Chair, and on the Leadership Cobb Alumni Association Board as Membership Chair and is also a member of Cobb Executive Women. She is on the Board for the Cobb Chamber of Commerce’s Northwest Area Councils. Allison runs The Dave Krache Foundation, a non-profit that helps pay sports fees for local kids in need.

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Billy Taylor

Host

Billy Taylor is a Proven Business Excellence Practitioner and Leadership Guru with over 25 years leading operations for a Fortune 500 company, Goodyear. He is also the CEO of LinkedXL (Excellence), a Business Operating Systems Architecting Firm dedicated to implementing sustainable operating systems that drive sustainable results. Taylor’s achievements in the industry have made him a Next Generational Lean pacesetter with significant contributions.

An American business executive, Taylor has made a name for himself as an innovative and energetic industry professional with an indispensable passion for his craft of operational excellence. His journey started many years ago and has worked with renowned corporations such as The Goodyear Tire & Rubber Co. (GT) leading multi-site operations. With over 3 decades of service leading North America operations, he is experienced in a deeply rooted process driven approach in customer service, process integrity for sustainability.

A disciple of continuous improvement, Taylor’s love for people inspires commitment to helping others achieve their full potential. He is a dynamic speaker and hosts "The Winning Link," a popular podcast centered on business and leadership excellence with the #1 rated Supply Chain Now Network. As a leadership guru, Taylor has earned several invitations to universities, international conferences, global publications, and the U.S. Army to demonstrate how to achieve and sustain effective results through cultural acceptance and employee ownership. Leveraging the wisdom of his business acumen, strong influence as a speaker and podcaster Taylor is set to release "The Winning Link" book under McGraw Hill publishing in 2022. The book is a how-to manual to help readers understand the management of business interactions while teaching them how to Deine, Align, and Execute Winning in Business.

A servant leader, Taylor, was named by The National Diversity Council as one of the Top 100 Diversity Officers in the country in 2021. He features among Oklahoma's Most Admired CEOs and maintains key leadership roles with the Executive Advisory Board for The Shingo Institute "The Nobel Prize of Operations" and The Association of Manufacturing Excellence (AME); two world-leading organizations for operational excellence, business development, and cultural learning.  He is also an Independent Director for the M-D Building Products Board, a proud American manufacturer of quality products since 1920.

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Tandreia Bellamy

Host

Tandreia Bellamy retired as the Vice President of Industrial Engineering for UPS Supply Chain Solutions which included the Global Logistics, Global Freight Forwarding and UPS Freight business units. She was responsible for operations strategy and planning, asset management, forecasting, and technology tool development to optimize sustainable efficiency while driving world class service.

Tandreia held similar positions at the business unit level for Global Logistics and Global Freight forwarding. As the leader of the Global Logistics engineering function, she directed all industrial engineering activies related to distribution, service parts logistics (post-sales support), and mail innovations (low cost, light weight shipping partnership with the USPS). Between these roles Tandreia helped to establish the Advanced Technology Group which was formed to research and develop cutting edge solutions focused on reducing reliance on manual labor.

Tandreia began her career in 1986 as a part-time hourly manual package handling employee. She spent the great majority of her career in the small package business unit which is responsible for the pick-up, sort, transport and delivery of packages domestically. She held various positions in Industrial Engineering, Marketing, Inside and On-road operations in Central Florida before transferring to Atlanta for a position in Corporate Product Development and Corporate Industrial Engineering. Tandreia later held IE leadership roles in Nebraska, Minnesota and Chicago. In her final role in small package she was an IE VP responsible for all aspects of IE, technology support and quality for the 25 states on the western half of the country.
Tandreia is currently a Director for the University of Central Florida (UCF) Foundation Board and also serves on their Dean’s Advisory Board for the College of Engineering and Computer Science. Previously Tandreia served on the Executive Advisory Board for Virginia Tech’s IE Department and the Association for Supply Chain Management. She served on the Board of Trustees for ChildServ (a Chicago child and family services non-profit) and also served on the Texas A&M and Tuskegee Engineering Advisory Boards. In 2006 she was named Business Advisor of the Year by INROADS, in 2009 she was recognized as a Technology All-Star at the Women of Color in STEM conference and in 2019 she honored as a UCF Distinguished Aluma by the Department of Industrial Engineering and Management Systems.

Tandreia holds a bachelor’s degree in Industrial Engineering from Stanford University and a master’s degree in Industrial Engineering and Management Systems from UCF. Her greatest accomplishment, however, is being the proud mother of two college students, Ruby (24) and Anthony (22).

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Marty Parker

Host

Marty Parker serves as both the CEO & Founder of Adæpt Advising and an award-winning Senior Lecturer (Teaching Professor) in Supply Chain and Operations Management at the University of Georgia. He has 30 years of experience as a COO, CMO, CSO (Chief Strategy Officer), VP of Operations, VP of Marketing and Process Engineer. He founded and leads UGA’s Supply Chain Advisory Board, serves as the Academic Director of UGA’s Leaders Academy, and serves on multiple company advisory boards including the Trucking Profitability Strategies Conference, Zion Solutions Group and Carlton Creative Company.

Marty enjoys helping people and companies be successful. Through UGA, Marty is passionate about his students, helping them network and find internships and jobs. He does this through several hundred one-on-one zoom meetings each year with his students and former students. Through Adæpt Advising, Marty has organized an excellent team of affiliates that he works with to help companies grow and succeed. He does this by helping c-suite executives improve their skills, develop better leaders, engage their workforce, improve processes, and develop strategic plans with detailed action steps and financial targets. Marty believes that excellence in supply chain management comes from the understanding the intersection of leadership, culture, and technology, working across all parts of the organization to meet customer needs, maximize profit and minimize costs.

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Laura Lopez

Marketing Coordinator

Laura Lopez serves as our Supply Chain Now Marketing Coordinator. She graduated from Instituto Tecnológico y de Estudios Superiores de Occidente in Mexico with a degree in marketing. Laura loves everything digital because she sees the potential it holds for companies in the marketing industry. Her passion for creativity and thinking outside the box led her to pursue a career in marketing. With experience in fields like accounting, digital marketing, and restaurants, she clearly enjoys taking on challenges. Laura lives the best of both worlds - you'll either catch her hanging out with her friends soaking up the sun in Mexico or flying out to visit her family in California!

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Jake Barr

Host

An acknowledged industry leader, Jake Barr now serves as CEO for BlueWorld Supply Chain Consulting, providing support to a cross section of Fortune 500 companies such as Cargill, Caterpillar, Colgate, Dow/Dupont, Firmenich, 3M, Merck, Bayer/Monsanto, Newell Brands, Kimberly Clark, Nestle, PepsiCo, Pfizer, Sanofi, Estee Lauder and Coty among others. He's also devoted time to engagements in public health sector work with the Bill & Melinda Gates Foundation. At P&G, he managed the breakthrough delivery of an E2E (End to End) Planning Transformation effort, creating control towers which now manage the daily business globally. He is recognized as the architect for P&G’s demand driven supply chain strategy – referenced as a “Consumer Driven Supply Chain” transformation. Jake began his career with P&G in Finance in Risk Analysis and then moved into Operations. He has experience in building supply network capability globally through leadership assignments in Asia, Latin America, North America and the Middle East. He currently serves as a Research Associate for MIT; a member of Supply Chain Industry Advisory Council; Member of Gartner’s Supply Chain Think Tank; Consumer Goods “League of Leaders“; and a recipient of the 2015 - 2021 Supply Chain “Pro’s to Know” Award. He has been recognized as a University of Kentucky Fellow.

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Marcia Williams

Host

Marcia Williams, Managing Partner of USM Supply Chain, has 18 years of experience in Supply Chain, with expertise in optimizing Supply Chain-Finance Planning (S&OP/ IBP) at Large Fast-Growing CPGs for greater profitability and improved cash flows. Marcia has helped mid-sized and large companies including Lindt Chocolates, Hershey, and Coty. She holds an MBA from Michigan State University and a degree in Accounting from Universidad de la Republica, Uruguay (South America). Marcia is also a Forbes Council Contributor based out of New York, and author of the book series Supply Chains with Maria in storytelling style. A recent speaker’s engagement is Marcia TEDx Talk: TEDxMSU - How Supply Chain Impacts You: A Transformational Journey.

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Luisa Garcia

Host, Logistics with Purpose

Luisa Garcia is a passionate Marketer from Lagos de Moreno based in Aguascalientes. She holds a Bachelor’s Degree in Marketing from Universidad Autonoma de Aguascalientes, Mexico. She specializes in brand development at any stage, believing that a brand is more than just a name or image—it’s an unforgettable experience. Her expertise helps brands achieve their dreams and aspirations, making a lasting impact. Currently working at Vector Global Logistics in the Marketing team and as podcast coordinator of Logistics With Purpose®. Luisa believes that purpose-driven decisions will impact results that make a difference in the world.

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Astrid Aubert

Host, Logistics with Purpose

Astrid Aubert was born in Guadalajara, she is 39 years old and has had the opportunity to live in many places. She studied communication and her professional career has been in Trade Marketing for global companies such as Pepsico and Mars. She currently works as Marketing Director Mexico for Vector Global Logistics. She is responsible for internal communications and marketing strategy development for the logistics industry. She is a mother of two girls, married and lives in Monterrey. She defines herself as a creative and innovative person, and enjoys traveling and cooking a lot.

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Constantine Limberakis

Host

Constantine Limberakis is a thought leader in the area of procurement and supply management. He has over 20 years of international experience, playing strategic roles in a wide spectrum of organizations related to analyst advisory, consulting, product marketing, product development, and market research.Throughout his career, he's been passionate about engaging global business leaders and the broader analyst and technology community with strategic content, speaking engagements, podcasts, research, webinars, and industry articles.Constantine holds a BA in History from the University of Illinois at Urbana-Champaign, and an MBA in Finance & Marketing / Masters in Public & International Affairs from the University of Pittsburgh.

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Scott W. Luton

Founder, CEO, & Host

As the founder and CEO of Supply Chain Now, you might say Scott is the voice of supply chain – but he’s too much of a team player to ever claim such a title. One thing’s for sure: he’s a tried and true supply chain expert. With over 15 years of experience in the end-to-end supply chain, Scott’s insights have appeared in major publications including The Wall Street Journal, USA Today, and CNN. He has also been named a top industry influencer by Thinkers360, ISCEA and more.

From 2009-2011, Scott was president of APICS Atlanta, and he continues to lead initiatives that support both the local business community and global industry. A United States Air Force Veteran, Scott has also regularly led efforts to give back to his fellow veteran community since his departure from active duty in 2002.

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Greg White

Principal & Host

When rapid-growth technology companies, venture capital and private equity firms are looking for advisory, they call Greg – a founder, board director, advisor and catalyst of disruptive B2B technology and supply chain. An insightful visionary, Greg guides founders, investors and leadership teams in creating breakthroughs to gain market exposure and momentum – increasing overall company esteem and valuation.

Greg is a founder himself, creating Blue Ridge Solutions, a Gartner Magic Quadrant Leader in cloud-native supply chain applications, and bringing to market Curo, a field service management solution. He has also held leadership roles with Servigistics (PTC) and E3 Corporation (JDA/Blue Yonder). As a principal and host at Supply Chain Now, Greg helps guide the company’s strategic direction, hosts industry leader discussions, community livestreams, and all in addition to executive producing and hosting his original YouTube channel and podcast, TEChquila Sunrise.

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Chris Barnes

Principal, Supply Chain Now
Host of Supply Chain is Boring

Talk about world-class: Chris is one of the few professionals in the world to hold CPIM-F, CLTD-F and CSCP-F designations from ASCM/APICS. He’s also the APICS coach – and our resident Supply Chain Doctor. When he’s not hosting programs with Supply Chain Now, he’s sharing supply chain knowledge on the APICS Coach Youtube channel or serving as a professional education instructor for the Georgia Tech Supply Chain & Logistic Institute’s Supply Chain Management (SCM) program and University of Tennessee-Chattanooga Center for Professional Education courses.

Chris earned a BS in Industrial Engineering from Bradley University, an MBA with emphasis in Industrial Psychology from the University of West Florida, and is a Doctoral in Supply Chain Management candidate.

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Tyler Ward

Director of Sales

Tyler Ward serves as Supply Chain Now's Director of Sales. Born and raised in Mid-Atlantic, Tyler is a proud graduate of Shippensburg University where he earned his degree in Communications. After college, he made his way to the beautiful state of Oregon, where he now lives with his wife and daughter.

With over a decade of experience in sales, Tyler has a proven track record of exceeding targets and leading high-performing teams. He credits his success to his ability to communicate effectively with customers and team members alike, as well as his strategic thinking and problem-solving skills.

When he's not closing deals, you can find Tyler on the links or cheering on his favorite football and basketball teams. He also enjoys spending time with his family, playing pick-up basketball, and traveling back to Ocean City, Maryland, his favorite place!

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Kevin L. Jackson

Host of Digital Transformers

Kevin L. Jackson is a globally recognized Thought Leader, Industry Influencer and Founder/Author of the award winning “Cloud Musings” blog.  He has also been recognized as a “Top 5G Influencer” (Onalytica 2019, Radar 2020), a “Top 50 Global Digital Transformation Thought Leader” (Thinkers 360 2019) and provides strategic consulting and integrated social media services to AT&T, Intel, Broadcom, Ericsson and other leading companies. Mr. Jackson’s commercial experience includes Vice President J.P. Morgan Chase, Worldwide Sales Executive for IBM and SAIC (Engility) Director Cloud Solutions. He has served on teams that have supported digital transformation projects for the North Atlantic Treaty Organization (NATO) and the US Intelligence Community.  Kevin’s formal education includes a MS Computer Engineering from Naval Postgraduate School; MA National Security & Strategic Studies from Naval War College; and a BS Aerospace Engineering from the United States Naval Academy. Internationally recognizable firms that have sponsored articles authored by him include CiscoMicrosoft, Citrix and IBM.  Books include “Click to Transform” (Leaders Press, 2020), “Architecting Cloud Computing Solutions” (Packt, 2018), and “Practical Cloud Security: A Cross Industry View” (Taylor & Francis, 2016). He also delivers online training through Tulane UniversityO’Reilly MediaLinkedIn Learning, and Pluralsight.  Mr. Jackson retired from the U.S. Navy in 1994, earning specialties in Space Systems EngineeringCarrier Onboard Delivery Logistics and carrier-based Airborne Early Warning and Control. While active, he also served with the National Reconnaissance Office, Operational Support Office, providing tactical support to Navy and Marine Corps forces worldwide.

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Enrique Alvarez

Host of Logistics with Purpose and Supply Chain Now en Español

Enrique serves as Managing Director at Vector Global Logistics and believes we all have a personal responsibility to change the world. He is hard working, relationship minded and pro-active. Enrique trusts that the key to logistics is having a good and responsible team that truly partners with the clients and does whatever is necessary to see them succeed. He is a proud sponsor of Vector’s unique results-based work environment and before venturing into logistics he worked for the Boston Consulting Group (BCG). During his time at BCG, he worked in different industries such as Telecommunications, Energy, Industrial Goods, Building Materials, and Private Banking. His main focus was always on the operations, sales, and supply chain processes, with case focus on, logistics, growth strategy, and cost reduction. Prior to joining BCG, Enrique worked for Grupo Vitro, a Mexican glass manufacturer, for five years holding different positions from sales and logistics manager to supply chain project leader in charge of five warehouses in Colombia.

He has an MBA from The Wharton School of Business and a BS, in Mechanical Engineer from the Technologico de Monterrey in Mexico. Enrique’s passions are soccer and the ocean, and he also enjoys traveling, getting to know new people, and spending time with his wife and two kids, Emma and Enrique.

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Kelly Barner

Host of Dial P for Procurement

Kelly is the Owner and Managing Director of Buyers Meeting Point and MyPurchasingCenter. She has been in procurement since 2003, starting as a practitioner and then as the Associate Director of Consulting at Emptoris. She has covered procurement news, events, publications, solutions, trends, and relevant economics at Buyers Meeting Point since 2009. Kelly is also the General Manager at Art of Procurement and Business Survey Chair for the ISM-New York Report on Business. Kelly has her MBA from Babson College as well as an MS in Library and Information Science from Simmons College and she has co-authored three books: ‘Supply Market Intelligence for Procurement Professionals’, ‘Procurement at a Crossroads’, and ‘Finance Unleashed’.

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Mary Kate Soliva

Host, Veteran Voices

Mary Kate Soliva is a veteran of the US Army and cofounder of the Guam Human Rights Initiative. She is currently in the Doctor of Criminal Justice program at Saint Leo University. She is passionate about combating human trafficking and has spent the last decade conducting training for military personnel and the local community.

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Amanda Luton

Vice President, Production

Amanda is a production and marketing veteran and entrepreneur with over 20 years of experience across a variety of industries and organizations including Von Maur, Anthropologie, AmericasMart Atlanta, and Children’s Healthcare of Atlanta. Amanda currently manages, produces, and develops modern digital content for Supply Chain Now and their clients. Amanda has previously served as the VP of Information Systems and Webmaster on the Board of Directors for APICS Savannah, and founded and managed her own successful digital marketing firm, Magnolia Marketing Group. When she’s not leading the Supply Chain Now production team, you can find Amanda in the kitchen, reading, listening to podcasts, or enjoying time with family.

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Clay Phillips

Business Development Manager

Clay is passionate about two things: supply chain and the marketing that goes into it. Recently graduated with a degree in marketing at the University of Georgia, Clay got his start as a journalism major and inaugural member of the Owl’s football team at Kennesaw State University – but quickly saw tremendous opportunity in the Terry College of Business. He’s already putting his education to great use at Supply Chain Now, assisting with everything from sales and brand strategy to media production. Clay has contributed to initiatives such as our leap into video production, the guest blog series, and boosting social media presence, and after nearly two years in Supply Chain Now’s Marketing Department, Clay now heads up partnership and sales initiatives with the help of the rest of the Supply Chain Now sales team.

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Trisha Cordes

Administrative Assistant

Trisha is new to the supply chain industry – but not to podcasting. She’s an experienced podcast manager and virtual assistant who also happens to have 20 years of experience as an elementary school teacher. It’s safe to say, she’s passionate about helping people, and she lives out that passion every day with the Supply Chain Now team, contributing to scheduling and podcast production.

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Chantel King

Social Media Manager

My name is Chantel King and I am the Social Media Specialist at Supply Chain Now. My job is to make sure our audience is engaged and educated on the abundant amount of information the supply chain industry has to offer.

Social Media and Communications has been my niche ever since I graduated from college at The Academy of Art University in San Francisco. No, I am not a West Coast girl. I was born and raised in New Jersey, but my travel experience goes way beyond the garden state. My true passion is in creating editorial and graphic content that influences others to be great in whatever industry they are in. I’ve done this by working with lifestyle, financial, and editorial companies by providing resources to enhance their businesses.

Another passion of mine is trying new things. Whether it’s food, an activity, or a sport. I would like to say that I am an adventurous Taurus that never shies away from a new quest or challenge.

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Lori Sofian

Marketing Coordinator

Lori is currently completing a degree in marketing with an emphasis in digital marketing at the University of Georgia. When she’s not supporting the marketing efforts at Supply Chain Now, you can find her at music festivals – or working toward her dream goal of a fashion career. Lori is involved in many extracurricular activities and appreciates all the learning experiences UGA has brought her.

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Katherine Hintz

Director, Customer Experience

Katherine is a marketing professional and MBA candidate who strives to unite her love of people with a passion for positive experiences. Having a diverse background, which includes nonprofit work with digital marketing and start-ups, she serves as a leader who helps people live their most creative lives by cultivating community, order, collaboration, and respect. With equal parts creativity and analytics, she brings a unique skill set which fosters refining, problem solving, and connecting organizations with their true vision. In her free time, you can usually find her looking for her cup of coffee, playing with her puppy Charlie, and dreaming of her next road trip.

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Mary Kate Love

Chief of Staff & Host

Mary Kate Love is currently the VP of marketing at Supply Chain Now focused on brand strategy and audience + revenue growth. Mary Kate’s career is a testament to her versatility and innovative spirit: she has experience in start-ups, venture capital, and building innovation initiatives from the ground up: she previously helped lead the build-out of the Supply Chain Innovation Center at Georgia-Pacific and before that, MxD (Manufacturing times Digital): the Department of Defense’s digital manufacturing innovation center. Mary Kate has a passion for taking complicated ideas and turning them into reality: she was one of the first team members at MxD and the first team member at the Supply Chain Innovation Center at Georgia-Pacific.

Mary Kate dedicates her extra time to education and mentorship: she was one of the founding Board Members for Women Influence Chicago and led an initiative for a city-wide job shadow day for young women across Chicago tech companies and was previously on the Board of Directors at St. Laurence High School in Chicago, Young Irish Fellowship Board and the UN Committee for Women. Mary Kate is the founder of National Supply Chain Day and enjoys co-hosting podcasts at Supply Chain Now. Mary Kate is from the south side of Chicago, a mom of two baby boys, and an avid 16-inch softball player. She holds a BS in Political Science from the University of Illinois at Urbana-Champaign.

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Joshua Miranda

Marketing Specialist

Joshua is a student from Institute of Technology and Higher Education of Monterrey Campus Guadalajara in Communication and Digital Media. His experience ranges from Plug and Play México, DearDoc, and Nissan México creating unique social media marketing campaigns and graphics design. Joshua helps to amplify the voice of supply chain here at Supply Chain Now by assisting in graphic design, content creation, asset logistics, and more.  In his free time he likes to read and write short stories as well as watch movies and television series.

Donna Krache

Director of Communications and Executive Producer

Donna Krache is a former CNN executive producer who has won several awards in journalism and communication, including three Peabodys.  She has 30 years’ experience in broadcast and digital journalism. She led the first production team at CNN to convert its show to a digital platform. She has authored many articles for CNN and other media outlets. She taught digital journalism at Georgia State University and Arizona State University. Krache holds a bachelor’s degree in government from the College of William and Mary and a master’s degree in curriculum and instruction from the University of New Orleans. She is a serious sports fan who loves the Braves. She is president of the Dave Krache Foundation. Named in honor of her late husband, this non-profit pays fees for kids who want to play sports but whose parents are facing economic challenges.

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