Customs Broker’s Role in Supply Chain and Beyond

Course Overview

This course examines the intersection of customs brokerage, trade terms, and logistics coordination. Participants will explore how brokers support importers under various trade terms, the advantages of arranging import transportation, and the benefits of global networking. Topics include multi-agent collaboration, breakbulk operations, foreign shipper clearances, NVOCC compliance, client satisfaction strategies, and consulting opportunities under informed compliance. Ideal for customs brokers and trade professionals seeking to expand their expertise.

Recognize the trade terms (i.e., the relationship between seller and buyer) that the traditional services of a customs broker are oriented to
List the reasons an importer may wish to purchase goods under EXW or “F” trade terms
Understand why customs brokers seek to arrange import transportation for their importer clients
Explain the benefits a customs broker may achieve by networking with other brokers and forwarders around the world
Identify the agent that typically acts as the “lead” agent when multiple agents, including other company offices, network together to provide combined through transportation services
Describe the typical kinds of customs broker/freight forwarder networks
Identify tasks which a breakbulk agent must or may have to perform
Explain circumstances under which a customs broker would perform customs clearances on behalf of a foreign shipper as U.S. importer of record
Indicate what a foreign-based NVOCC must do in order to legally issue contracts of carriage for cargo arriving via a U.S. ocean port
Identify key client satisfaction requirements when an importer utilizes the services of two or more departments (e.g., customs brokerage, freight forwarding) within the same company for a single shipment
Define the meaning of “informed compliance” under the U.S. Customs Modernization Act of 1993
Describe the key factors that should encourage customs brokers to develop more consulting business with importers

• Trade terms, transportation arrangements, and roles of customs brokers in supporting importer transactions.
• Networking strategies and collaboration between customs brokers, freight forwarders, and global agents.
• Operational responsibilities and compliance requirements, including breakbulk tasks and NVOCC regulations.
• Client satisfaction and coordination across multiple services within a brokerage company.
• Consulting opportunities for customs brokers under “informed compliance” principles of the U.S. Customs Modernization Act.