Simply Trade

[ROUNDUP] Scaling AI in Global Enterprises: Live Trade Compliance Conversations

Host: Annik SobingGuests: Jennifer Varney (Volvo Group), Penny Chen (PAX)Recorded at: ICPA Conference, San Antonio, TXPublished: March 2026Length: ~25 minutesPresented by: Global Training Center
AI Meets Trade Compliance: From Auto Supply Chains to AI
Live from ICPA San Antonio, Annik sits down with Jennifer from Volvo Group and Penny from PAX for an all‑women, International Women’s Day‑timed conversation about how AI is actually being used in trade compliance today—far beyond the buzzwords. They explore the reality of AI inside a massively complex automotive supply chain, how duty drawback is being reimagined with AI, and what trade teams should think about before buying or building any tools.​
What You’ll Learn in This Episode
Session highlights from ICPA
Jennifer: Practical implementation of AI to support customs clearance at the enterprise level—how one company uses AI to survive an “ever‑changing and incredibly volatile” trade landscape.
Penny: A “beginner‑friendly” intro to general AI tools, how large language models work, and how trade compliance leaders can evaluate AI quality and fit.​
The automotive reality: 1,000+ policy changes and thousands of parts
In just the last year, there have been 1,000+ trade policy changes worldwide, affecting about 5 trillion dollars in spend.
Most of the real impact comes from trade barrier changes, not facilitation measures.
A single vehicle can have 2,000–3,000 parts sourced from thousands of suppliers globally, some in‑house, some external.
New demands around Section 232 (steel/aluminum/copper), forced labor, EUDR, connected vehicle rules, dual‑use, etc. mean OEMs must know their supply base down to raw material origin and processing, sometimes 5–6 tiers deep.​
Why human-only workflows can’t keep up
Many tier‑1 suppliers don’t even have the data OEMs now must report, or consider it proprietary.
Trade teams are drowning in documentation, entry creation, and ever‑changing regulatory demands—falling behind risks blocked shipments and massive cost.
Jennifer’s view: AI is less about replacing people and more about augmenting limited resources before they’re “buried under all of the legislative changes.”​
Where AI fits in (and where it doesn’t)
Example use case: consolidating multiple documents (PO, invoice, BL, shipping manifest) to build a single 7501—AI reads different formats, extracts the right fields, and populates data so humans review instead of retyping.
Penny’s rule of thumb: if it’s a task you’d happily delegate to an intern, it’s a candidate for automation or semi‑automation.
AI frees people to focus on high‑value work: audits, wider coverage (5% → 99%), forecasting regulatory changes, and adjusting systems/processes for what’s coming next.​
Starting your AI journey: practical adoption path
Step 1: Use free or existing tools (e.g., Microsoft Copilot) for summaries, data cleaning, and simple tasks.
Step 2: When needs get more complex, consider specialized AI tools (like PAX’s AI‑powered duty drawback service), but pair them with solid ROI analysis: cost vs. time savings vs. recovered dollars.
Step 3: For large enterprises, begin with defining pain points and a data strategy:
Where do you spend the most time?
Which activity is eating 90% of your bandwidth?
What data will go into AI, and what exactly do you want back out?​
Overcoming fear and building buy‑in
Penny’s take: curiosity is your best ally—if you don’t know how to use AI, start by asking AI how to use AI.
Jennifer’s advice:
Engage stakeholders early; give them a voice in how the tool is designed and used.
Set realistic expectations—even with aggressive automation, maybe only ~30% of workload can be automated today.
Focus human effort on strategy and change management, not repetitive admin.​
Choosing the “right” AI for your team
Not every company needs every AI—e.g., if you classify one item a month, a classification platform may not be worth it.
For trade leaders, tool selection should be guided by:
Where you lose the most time or money.
Data type mix (text + structured data).
Compliance/guardrail needs and vendor transparency about models and controls.
Conferences like ICPA are key: they surface real use cases, connect trade and tech experts, and help teams refine what they actually need.​
International Women’s Day Spotlight
This episode also celebrates International Women’s Day and highlights women leading in trade, tech, and compliance—from OEMs to AI startups. Annik closes with a shoutout to all women in trade who are building, leading, and pushing the industry forward.​
CreditsHost: Annik SobingGuests: Jennifer (Volvo Group), Penny (PAX)Recorded at: ICPA Conference, San Antonio, TX
 
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[Cindy's Version] Are you Ready For It (Refunds)?

Host: Cindy AllenShow: Simply Trade – Cindy’s VersionPublished: March 6, 2026Length: ~13 minutesPresented by: Global Training Center
Ready For It? CBP’s IEEPA Refund Proposal Drops—Here’s What’s Next
Cindy Allen, CEO of TradeForce Multiplier, dives into the latest trade developments through Taylor Swift’s “Ready For It?”—perfect for the “let the games begin” drama unfolding in IEEPA refund hearings. From DHS shakeups and Section 122 lawsuits to CBP’s just‑filed refund blueprint, Cindy unpacks the mechanics, open questions, and what importers/brokers should do now.​
What You’ll Learn in This Episode
DHS leadership change
Secretary Noem removed; scuttlebutt suggests more exits at DHS/CBP headquarters.
New nominee: Oklahoma senator with broad congressional/President support (not yet formal).​
Section 122 tariff challenges
24 states sue in Court of International Trade, arguing Section 122 doesn’t meet “imbalance of payments” requirement for universal tariffs.
Commerce Secretary Besant hints at 15% rate hikes for specific industries, potentially violating Section 122’s uniform application rule—no movement yet (as of Friday afternoon).​
USMCA signals
Congress supports extension, but President has final say.
Discussions on trilateral vs. bilateral (U.S.–Canada, U.S.–Mexico); some push for 1‑year extension to renegotiate post‑tariff chaos.​
Global disruptions
Iran war halts Strait of Hormuz traffic, backing up oil tankers and vessels reliant on that fuel—broad transportation ripple effects.​
USTR advisory opportunity
Nominations open for 4 USTR trade advisory groups (separate from COAC)—check Federal Register notices.
Chance to influence policy, build government/industry relationships.​
Why “Ready For It?”
Cindy channels Taylor Swift’s “Ready For It?” for the IEEPA refund “dating game” between DOJ, CBP, and CIT:
Federal Circuit rejected government’s 90‑day delay request, remanded immediately to CIT.
CIT hearing (March 4) was “entertaining” bickering—judge ruled no suit needed for non‑final entries and ordered CBP to liquidate without IEEPA duties.
CIT conference (March 6, closed): CBP filed a refund proposal.​
CBP’s IEEPA Refund Proposal Breakdown
How it would work:
Importers file ACE declaration with Excel list of affected entries.
ACE runs validations, auto‑recalculates IEEPA refund.
CBP verifies declaration accuracy.
ACE auto‑liquidates; CBP certifies; Treasury issues refunds (as normal).
Estimated 45 days for CBP programming.​
Open questions:
Entry updates: ACE is system of record—will underlying entry summaries be corrected? (Critical for protests, PSCs, reconciliation, drawback.)
Broker involvement: ABI required? Broker systems need programming? Push/pull updates?
Reconciliation: How handled in bulk process?
PSC/audit impact: Can filers still correct misclassifications post‑bulk liquidation? (Protests harder than PSC.)
Liquidation halt: CBP questions authority to pause during 45‑day programming (hundreds of thousands liquidated March 6).​
Key Takeaways
CIT has jurisdiction; expect CBP proposal review/dialogue—trade associations pushing entry updates.
Programming delays + ABI sync = potential months before refunds flow.
Liquidation is automatic unless stopped—monitor your entries closely.
“Let the games begin”—are you ready for the IEEPA refund process?​
CreditsHost: Cindy Allen
Producer: Annik Sobing 
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Live from ICPA: SCOTUS Tariff Ruling, IEEPA Fallout & What Importers Must Do Next

Hosts:
Lalo Solorzano
Guests:
Eric Hargraves – Elliott Davis
Cindy Allen – Trade Force Multiplier
Mark Segrist – Sandler, Travis & Rosenberg
Recorded Live At:The International Compliance Professionals Association (ICPA) Annual Conference in San Antonio.
Episode Summary
In this special live conference episode, Lalo sits down with three trade experts at the ICPA Annual Conference to unpack one of the biggest trade law developments in years: the Supreme Court ruling limiting the use of IEEPA for tariff authority.
Together, Eric Hargraves, Cindy Allen, and Mark Segrist break down what the decision actually means, how the administration pivoted immediately to other tariff tools, and why importers should not assume refunds are guaranteed.
The conversation dives into the legal fallout, enforcement uncertainty, and compliance strategies companies should be thinking about right now, including protests, litigation strategies, and how trade compliance is rapidly becoming a C-suite level issue.
If you’re trying to understand the real-world impact of the ruling, tariff stacking, and what actions importers should be taking today, this discussion delivers practical insight straight from the conference floor.
Key Takeaways
The Supreme Court Limited Presidential Tariff Authority Under IEEPA
The Court ruled that the president cannot impose tariffs using IEEPA, emphasizing that taxation powers belong to Congress under the Constitution.
The Administration Immediately Pivoted to Other Tools
With IEEPA tariffs struck down, the administration quickly shifted toward Section 122 and other statutory authorities, showing that tariff policy will continue through different mechanisms.
Tariff Stacking and Complexity Are Increasing
Importers now face potential layers of tariffs under Section 232, Section 301, Section 122, and other mechanisms, making duty calculations and compliance far more complex.
Refunds Are Not Guaranteed
Even though the ruling invalidated certain tariffs, experts warn that refunds are not automatic, and companies must actively preserve their rights.
Importers Must Take Action Now
Companies should be monitoring liquidation dates, filing protests when necessary, and considering litigation options to protect their ability to recover duties.
Trade Compliance Is Now a Strategic Function
Trade and customs issues have moved from back-office compliance work to strategic discussions at the executive level, impacting supply chains, costs, and global operations.
Notable Topics Discussed
The Supreme Court decision on IEEPA tariffs
Section 122 as the administration’s immediate fallback tool
How tariff stacking affects real duty rates
Litigation strategies and the growing role of the Court of International Trade
Why companies should file protests and protect their refund rights
The rise of trade compliance as a strategic corporate function
Resources & References
International Compliance Professionals Association (ICPA)
ICPA on LinkedIn
ICPA LinkedIn Group
About the Guests
Eric HargravesA trade and customs specialist with Elliott Davis who advises companies on navigating complex regulatory frameworks and trade enforcement issues.
Cindy AllenFounder of Trade Force Multiplier and a leading voice in customs compliance, supply chain strategy, and global trade education.
Mark SegristAttorney with Sandler, Travis & Rosenberg focusing on international trade law, customs regulations, and tariff litigation.
Join the Conversation
What do you think this ruling means for importers and future tariff policy?
Join the discussion and share your thoughts with the Simply Trade community.
Credits
Host:Lalo Solorzano
Guests:
Eric Hargraves
Cindy Allen
Mark Segrist
Produced by:Global Training Center
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Lalo Solorzano: https://www.linkedin.com/in/lalosolorzano/
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Where Does Customs Belong? Org Structures That Make (or Break) Compliance

Hosts: Renee Chiuchiarelli & Julie ParksLength: ~15 minutesFormat: Simply Trade Tips
Episode Summary
Welcome to Series 6 of Simply Trade Tips.
This series tackles a foundational — and often overlooked — issue in global trade:
Where does Customs actually sit inside your organization?
In this opening episode, Renee and Julie lay the groundwork by breaking down the three most common organizational structures and how each one impacts customs operations, compliance authority, budgeting, and risk management.
Because here’s the truth:
Customs rarely fails because people don’t care.It fails because it’s structurally misaligned.
This episode sets the foundation for understanding how org structure dictates decision-making, funding, escalation paths, and ultimately — compliance outcomes.
Why Org Structure Matters for Customs
Customs sits in the middle of everything:
Procurement
Finance
Logistics
Legal
Tax
Sales & contracts
Export operations
Yet it rarely “owns” all the decisions that affect it.
That misalignment can create compliance gaps, conflicting priorities, and operational tension between speed and governance.
Follow the money. Follow the reporting lines. That’s where risk lives.
The Three Core Organizational Structures
1️⃣ Centralized (Functional) Structure
Definition:Departments operate in defined lanes (Supply Chain, Finance, Legal, Sales), each with its own leadership.
Where Customs Usually Sits:
Under Supply Chain
Under Legal
Occasionally under a dedicated Trade Compliance function
Upside:
Clear ownership
Defined reporting line
Often its own budget (if structured well)
Downside:
Under Supply Chain → can become overly execution-focused (velocity & cost driven)
Under Legal → can become overly compliance-focused and disconnected from operations
If no independent budget → strategy becomes fragmented
Key theme: Budget authority drives strategic control.
2️⃣ Decentralized (Divisional) Structure
Definition:Trade responsibilities are spread across business units, regions, or product lines.
Each division may manage its own customs activity.
Upside:
Faster decision-making
Direct access to business leaders
Local agility
Downside:
Inconsistent processes across divisions
Requires corporate oversight or council to maintain standards
Heavy reliance on influence rather than authority
This model works — but it requires strong coordination and governance discipline.
3️⃣ Matrix (Hybrid) Structure
Definition:Dual reporting lines — often operationally to Supply Chain, dotted line to Legal, Tax, or Finance.
This is where many global organizations land.
Reality of the Matrix:
Multiple “bosses”
Consensus-driven decisions
Speed vs. compliance tension
Performance reviews may not align with dotted-line accountability
Success in a matrix requires:
Clear budget ownership
Clear escalation paths
Strong consensus-building skills
Mature leadership alignment
Without alignment, it becomes a tug-of-war between execution and governance.
Customs Operations vs. Customs Compliance
A critical distinction discussed in this episode:
Customs Operations:
Entry filings
ACE submissions
Broker management
Day-to-day problem solving
Customs Compliance:
Classification governance
Valuation methodology
Origin policy
Audit strategy
Risk tolerance
Julie and Renee strongly advocate for structural separation of these roles — even in small teams.
Why?
Operations finds errors.Compliance fixes root causes.Both must cross-communicate consistently.
When they don’t align, friction, inefficiency, and risk increase.
Real-World Red Flags
Renee and Julie call out four common structural warning signs:
🚩 1. Customs buried too deep
Under logistics, contracts, or sales without escalation authority.
🚩 2. Broker “owns” compliance
Brokers file entries — they do not own your risk.
🚩 3. No executive sponsor
A sponsor is not a cheerleader — it’s a leader who clears roadblocks and escalates risk appropriately.
🚩 4. Customs is not the budget holder
If you don’t control funding, you don’t control strategy.
The Big Takeaway
There is no “perfect” structure.
Centralized, decentralized, and matrix models can all work.
But maturity shows up in:
Clear decision rights
Budget authority
Executive sponsorship
Alignment between operations and compliance
Structure doesn’t eliminate risk.Misalignment creates it.
This Episode’s FIO (Figure It Out)
Take a hard look at your organization:
Which structure are you operating in — centralized, decentralized, or matrix?
What’s working well?
Where are the structural gaps?
Who holds the budget and escalation authority?
Because you can’t fix what you haven’t identified.
Future episodes in this series will focus on how to modernize or optimize each model — whether through small tweaks or major reorgs.
Join the Conversation
Where does Customs sit in your organization?
And more importantly — is it positioned for influence or just paperwork?
Let us know inside the Trade Geeks Community or connect with us on LinkedIn.
Credits
Hosts:Renee ChiuchiarelliJulie Parks
Producer:Lalo Solorzano
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Presented by Global Training Center — providing education, consulting, and compliance resources for trade professionals worldwide.
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[ROUNDUP] GTM Prep 101: Clean your Data Like You're Hosting the In-Laws

Host: Annik SobingGuest: Kenneth G. PetersPublished: February 2026Length: ~20 minutesPresented by: Global Training Center
GTM Software Prep: Don't Install Until You've Done These 3 Things First
In this Simply Trade Roundup, Annik talks with Kenneth G. Peters, President at MIC US and Director of Commercial Operations in North America, about Global Trade Management (GTM) software—specifically, what trade teams must do before implementation to avoid creating “digital chaos.” Ken shares real talk from his ATCC presentation on data cleanup, process mapping, and testing, plus why “cleaning your data like you're hosting the in-laws” is now his signature advice. Shoutout to Alison for the killer slides.​
What You’ll Learn in This Episode
Ken’s new grandpa status (the little guy is 7 months old—congrats!) and why it’s the “next step in life” that keeps him energized for trade tech.​
The #1 mistake companies make with GTM software
Data cleanup first: Don’t dump junk into GTM. Scrub inactive vendors, obsolete parts, invalid HS codes (like 111111 or all zeros). Clean it like you're hosting the in-laws—no mess allowed.
Why: GTM amplifies what you give it. Bad data in = faster mistakes out.​
Avoid the “Big Bang” implementation trap
Don’t try to do everything at once (denied party screening + classification + FTA rules + solicitation).
Start small:
Classification (builds the foundation—parts, HS codes, values).
Denied party screening (uses your vendor/part data).
FTA analysis (relies on classification/HS from step 1).
Why: Master data dependencies mean you build once and reuse everywhere.​
Processes over pixels
GTM won’t fix broken workflows. Map your processes before going live.
If your current setup is emailing Excel files between systems, you’re not automating—you’re digitizing chaos.
True automation: ERP ↔ GTM via SFTP, APIs, XML—no human hands on keyboards. Reduces errors, speeds everything up.​
Who owns what after go‑live
MIC US (GTM provider): Manages the software backend—reg updates, HS databases, platform maintenance.
Your team: Owns the process (classification, entry creation, decision‑making). Someone still reviews outputs for accuracy.
No “managed services” from MIC—GTM is a tool, not a full‑service outsource.​
Testing: where most implementations fail
Allocate real time and resources to testing—don’t rush it.
Test end‑to‑end: data flow, workflows, edge cases.
Why: Skipped or rushed testing = live problems that cost more to fix later.​
“If your systems are emailing Excel files to each other, you're not automating”
Ken’s golden rule: Hands‑off data flow (ERP → GTM) eliminates errors.
Excel handoffs = manual errors waiting to happen.​
Key Takeaways
Clean data first: Active parts, valid HS, no ghosts—GTM makes good data shine and bad data explode.​
Start small, build smart: Classification → screening → FTA, not “big bang everything.”​
Fix processes before pixels: GTM won’t save broken workflows; it speeds them up.​
Testing = non‑negotiable: Rushed testing = expensive live fixes.​
GTM is a force multiplier—if your foundation is solid.​
CreditsHost: Annik SobingGuest: Kenneth G. Peters, President, MIC US
Producer: Annik Sobing 
Listen & Subscribe
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Podcast page: https://www.globaltrainingcenter.com/simply-trade-podcast​
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[Cindy's Version] All Too Well: One Week Post-IEEPA, Still Not Fine at All

Host: Cindy AllenShow: Simply Trade – Cindy’s VersionPublished: February 27, 2026Length: ~15 minutesPresented by: Global Training Center
All Too Well: One Week Post-IEEPA, Still Not Fine at All
One week after the Supreme Court struck down IEEPA tariffs, Cindy Allen, CEO of TradeForce Multiplier, delivers the latest update through the lens of Taylor Swift’s “All Too Well.” She breaks down the lingering uncertainty—“I know it’s long gone and the magic’s not here no more… I might be okay, but I’m not fine at all”—and what importers, brokers, and service providers should do next amid shutdowns, pending bills, and shifting tariff authorities.​
What You’ll Learn in This Episode
Legislative landscape
Three new bills introduced on IEEPA refunds: two support refunds for importers; one opposes and ties refunds to consumers (challenging in practice).
Other pending bills (eliminating first sale, non‑resident importer status, new licensing program) are unlikely to move soon.
IEEPA refund bills could gain traction if courts rule against refunds—watch for Congress to act.​
DHS shutdown impacts
Ongoing due to budget issues; most CBP personnel are working without pay (be kind!).
Trade interactions limited as “non‑essential”: canceled meetings, no new conference appearances.
TSA PreCheck spared (shutdown threat revoked); Global Entry inactive due to staffing.​
CBP updates and waits
Still awaiting Section 232 valuation guidance for steel/aluminum/copper derivatives—current CBP direction conflicts with executive order language.
Trade associations have jointly requested clarity; no response yet.​
Administration signals
New trade deals now using Section 122 authority instead of IEEPA.
Acceleration planned for remaining 232 investigations and new 301 actions—structured processes with timelines, public input, and notice (no more Friday night surprises).​
Why “All Too Well”?
Cindy ties the week to Taylor Swift’s “All Too Well,” capturing trade’s emotional whiplash:
IEEPA is “long gone,” but the “magic” of predictability isn’t back.
Importers, attorneys, and consultants are swamped with “What now?” calls—Cindy’s attended 5+ webinars with no clear answers.
The trade isn’t “fine”—we’re in uncharted territory.​
The Big Questions: If, How, When on IEEPA Refunds
IF refunds happen: Supreme Court remanded to lower court, likely landing at Court of International Trade (CIT). Prevailing view: no legal basis to withhold refunds, but scope (“which refunds?”) is unclear.​
HOW to get refunds:
Two paths debated: 1581(i) (equitable jurisdiction—broad refunds for all) vs. 1581(a)(denied protests only).
Post-summary corrections rejected by CBP—don’t try now.
FedEx filed CIT action to protect refund rights.
Recommendation: talk to an attorney for tailored advice.​
WHEN to act:
Government has 25 days for rehearing request (unlikely); ~7 days admin time; then CIT jurisdiction (~32 days total from Supreme Court).
File protests now if entries liquidate soon to preserve rights (CIT may require it under 1581(a)).
If no imminent liquidations, wait—process could take months or a year+.
Pack patience; this is a long haul.​
Key Takeaways
IEEPA tariffs are history, but uncertainty reigns—new authorities (Section 122, accelerated 232/301) fill the gap.​
Support CBP/TSA workers during shutdown—they’re on the job unpaid.​
Consult an attorney ASAP for refund strategy; don’t sleep on protest deadlines.​
No quick fixes ahead—trade pros need patience and planning.​
CreditsHost: Cindy Allen
Producer: Annik Sobing
Listen & Subscribe
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Podcast page: https://www.globaltrainingcenter.com/simply-trade-podcast​
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SCOTUS Strikes Down IEEPA Tariffs — What Happens Now?

Hosts:Lalo Solorzano & Andy Shiles
Episode Length: ~ 44 min.Published: February 25, 2026
Episode Summary
The Supreme Court has ruled on the use of IEEPA tariffs — and the trade community immediately started asking the same question:
Now what?
In this episode of Simply Trade, Lalo and Andy break down what the SCOTUS decision really means (and just as importantly, what it does not mean). They walk through the operational, financial, and compliance implications for importers, including refund strategies, protests, PSC filings, and what role the Court of International Trade may still play.
This is not a political conversation — it’s a practical one.
If you’re an importer, broker, trade attorney, or compliance leader trying to understand next steps, this episode gives you the strategic roadmap.
Key Discussion Points
What the Supreme Court actually ruled on regarding IEEPA
What this decision does not affect (Section 232, 301, etc.)
Whether importers should file PSCs, protests, or wait
The role of the Court of International Trade (CIT)
Refund timing and cash flow implications
The possibility of alternative tariff authorities (including Section 122)
Why internal data analysis is critical right now
How compliance programs can prepare for future shifts
Why This Matters
For companies that paid duties under IEEPA authority, this decision could mean:
Significant refund opportunities
Strategic filing decisions
Litigation exposure
Executive-level reporting requirements
Reassessment of long-term sourcing strategy
But acting too quickly — or without data — could create unnecessary risk.
Lalo and Andy emphasize that now is the time for:
Data gathering
Executive briefings
Controlled decision-making
Clear documentation
A strong compliance foundation
Practical Takeaways
Don’t assume automatic refunds — process matters.
Evaluate PSC vs. protest options carefully.
Monitor CIT developments closely.
Keep leadership informed with quantified impact analysis.
Use this moment to strengthen your compliance framework.
Resources
U.S. Supreme Court: Supreme Court Decision on IEEPA
U.S. Court of International Trade: https://www.cit.uscourts.gov
Global Training Center: https://www.globaltrainingcenter.com
Trade Geeks Community: https://globaltrainingcenter.com/portal/
Credits
🎙️ Hosts:Lalo SolorzanoAndy Shiles
🎬 Production & Media:Global Training Center
🎧 Podcast:Simply Trade
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Connect With Us
🔹 Lalo Solorzanohttps://www.linkedin.com/in/lalosolorzano/
🔹 Andy Shileshttps://www.linkedin.com/in/andyshiles/
🔹 Global Training Center LinkedInhttps://www.linkedin.com/company/global-training-center?utm_source=SimplyTradePodcast
Want to Be on the Show?
Have a perspective on trade developments, compliance strategy, or real-world implementation challenges? Reach out — we’d love to feature voices from across the industry.

[TIPS] Trade & Tech Series Wrap-Up: Your Automation Cheat Sheet

Series 5 – Episode 6
Hosts:Renee Chiuchiarelli & Julie Parks (Hammer & Heels)
Length: ~12 minutesFormat: Simply Trade Tips
Episode Summary
In this final installment of the Trade & Tech series, Renee and Julie deliver what many listeners have been asking for:
👉 Who should we call when we’re ready to automate?
This episode serves as a practical cheat sheet — a high-level recap of the key categories of trade technology and the types of providers operating in each space.
From product and entity data to import/export execution, learning platforms, and audit analytics, Renee and Julie walk through where automation fits, what problems it solves, and what types of solutions companies are leveraging today.
They also emphasize an important disclaimer: the trade tech space is evolving rapidly. New entrants are emerging, existing platforms are expanding capabilities, and buyers should always conduct current research before issuing an RFP.
The goal of this episode isn’t endorsement — it’s orientation.
Series Recap: The Big Picture
Across this series, one theme remained constant:
Trade is too complex to run on spreadsheets forever.
Technology doesn’t replace trade professionals — it strengthens them.
Clean data drives better decisions.
Automation builds structure, execution, capability, and proof.
Episode Breakdown
Episode 1: The Foundation
Trade programs often rely on tribal knowledge and heroics
Technology introduces structure
Data in → Decisions out → Proof stored
Episode 2: Product & Entity Data
Focus: Organizing trade requirements at the product and company level
Categories discussed:
Classification & denied party screening platforms
End-to-end compliance tools with workflow and audit logs
Supplier onboarding and traceability tools (including UFLPA and CTPAT support)
Supply chain intelligence platforms
Broker-enabled onboarding tools
Key takeaway:If your product and supplier data isn’t clean, everything downstream — entries, audits, refunds — gets messy.
Episode 3: Importing & Exporting Execution
Focus: Running the day-to-day engine
Areas covered:
Entry filing & broker connectivity
Document management & visibility
Transportation Management Systems (TMS)
Export controls & licensing workflows
Leveraging broker and forwarder technology stacks
Important reminder:Tariff exposure and compliance risks often start upstream — automation must support early decision-making, not just filing.
Episode 4: Learning & Embedded Education
Focus: Building capability
Calendar training vs. real-time (inflow) learning
Role-based, embedded, and trackable education
LMS integration and audit defensibility
Continuous reinforcement vs. one-time onboarding
Learning isn’t a side activity — it’s infrastructure.
Episode 5: Auditing & Analytics
Focus: Proof and defensibility
Automation supports:
Classification consistency
Valuation flags
FTA claims validation
PGA data checks
Entry accuracy monitoring
Tools often connect to:
GTM platforms
ERP systems
Broker data feeds
ACE data
Business intelligence dashboards
Bottom line:Audit tech helps companies identify overpayments, prevent penalties, and stay ready for CBP review.
The Big Wrap
If you remember nothing else from this series:
Product & entity tech gives you structure.
Import/export tech gives you execution.
Learning tech gives you capability.
Auditing tech gives you proof.
Where Should You Start?
Start where the pain is greatest:
Too many manual screening hits? → Automate denied party screening
Supplier questionnaire chaos? → Traceability tools
Entry surprises or duty errors? → Execution platforms
Constant fire drills? → Auditing & monitoring tools
And don’t forget:
Your customs broker or freight forwarder may already offer automation tools embedded in their services — often more cost-effective than standalone implementation.
This Episode’s FIO (Figure It Out)
Ask your broker or freight forwarder:
👉 What automation tools are already available to us?👉 What data visibility can we access today?👉 What are we not leveraging?
Sometimes the first step isn’t buying new software — it’s using what you already have.
Join the Conversation
Which area of trade automation are you prioritizing in 2026?
Structure? Execution? Capability? Proof?
Join us inside the Trade Geeks Community and let us know where you’re starting.
Credits
Hosts:Renee ChiuchiarelliJulie Parks
Producer:Lalo Solorzano
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Presented by:Global Training Center — education, consulting, workshops & compliance resources for trade professionals.
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[ROUNDUP] Can You Get Your Money Back? IEEPA Tariffs, 15% Surcharge, and Duty Drawback with Scott Sorenson

Host: Annik SobingGuest: Scott Sorenson (CEO at CITTA Brokerage Company) Published: February 2026Length: ~25–30 minutesPresented by: Global Training Center
IEEPA Tariffs Struck Down: What Importers Can Do Now (and What They Still Can’t)
In this Simply Trade Roundup, Annik talks with Scott Sorenson, CEO of SIDA Brokerage, about the Supreme Court’s decision that the president exceeded his authority by using the International Emergency Economic Powers Act (IEEPA) to impose broad, revenue‑raising tariffs—and what that actually means for importers on the ground. They unpack which tariffs are impacted, what stays in place, key timing details, the refund question, and how duty drawback fits into all of it.​
What You’ll Learn in This Episode
What the Supreme Court actually decided
Why the Court held that tariffs are fundamentally a tax, and that power belongs to Congress unless clearly delegated by statute.
How the ruling targets IEEPA‑based tariffs, not all tariffs.​
Which tariffs are affected—and which are not
Impacted:
The 2025 “drug trafficking” (fentanyl) tariffs on Mexico, Canada, and China (25% under an emergency declaration).
The later “reciprocal” tariffs, also imposed under IEEPA, with rates starting at 10% and going higher based on perceived trade imbalances.
Not impacted:
Section 232 (steel/aluminum) and Section 301 tariffs introduced in Trump’s first term (2018–2019), which remain in place and were not struck down.​
Key timing: when IEEPA tariffs actually stop
CBP will stop collecting IEEPA tariffs on goods entered for consumption or withdrawn from warehouse for consumption on or after 12:00 a.m. Eastern, February 24, 2026.
Goods entering or withdrawn before that time (including February 23) are still being charged IEEPA duties, despite the Court’s ruling—creating a frustrating “limbo” day for importers.​
The big unknown: refunds on IEEPA duties
It is still unclear whether, and how, importers can obtain refunds of IEEPA tariffs already paid.
Many trade attorneys are advising against simple protests and instead suggesting participation in, or filing of, Court of International Trade lawsuits as the likely avenue—though eligibility and timelines remain unsettled.
Open questions include whether only parties that joined lawsuits before the Supreme Court decision will qualify, and how any refund mechanism would practically work given estimates of over 100 billion dollars collected.​
New 15% global tariff under Section 122
Following the ruling, President Trump announced a 10% global tariff, then quickly raised it to 15%, on top of all existing non‑IEEPA tariffs.
This measure relies on Section 122 of the 1974 Trade Act, which allows the president to impose tariffs for up to 150 days.
Scott expects this to serve as a bridge while the administration seeks a longer‑term, more permanent tariff framework—possibly through new legislation or other authorities.​
Duty drawback: where it fits and where it doesn’t
Duty drawback basics: refunds of duties/tariffs on imported goods that are later exported or destroyed, a program that has existed for nearly 250 years and has become more critical as tariffs have risen.
Inconsistencies across programs:
Fentanyl/“drug trafficking” IEEPA tariffs were explicitly ineligible for drawback.
Reciprocal IEEPA tariffs were eligible.
Section 232 tariffs are not eligible; Section 301 tariffs are.
For the new Section 122 15% tariffs, eligibility will likely depend on whether they are explicitly excluded in future guidance. Historically, exclusions have been clearly spelled out, so silence may mean eligibility.​
Drawback vs. potential IEEPA refunds
Drawback is separate from any Supreme Court‑related IEEPA refund mechanism.
Importers that already claimed drawback on IEEPA‑burdened goods and later receive a broader IEEPA refund would need to avoid double dipping—likely refunding drawback amounts if they also get a full tariff refund via litigation/settlement.
For importers that don’t export, drawback isn’t an option, so any recovery depends entirely on whatever refund path, if any, emerges for IEEPA tariffs.​
Should you start or expand a drawback program now?
Scott’s answer: yes, especially if you export.
Reasons:
Tariff volatility is likely to continue, and the administration has signaled interest in more and longer‑term tariffs.
Drawback is one of the few mitigation tools that works retroactively, not just going forward.
Setting up a drawback program and getting CBP approval takes time; starting now puts you closer to the front of the line for future refunds.​
Key Takeaways
The Supreme Court has ended IEEPA’s use as a broad revenue tool, but IEEPA tariffs are only stopping prospectively as of February 24, and refund mechanics for the past year remain unresolved.​
Section 232 and 301 tariffs are untouched and remain fully in force; the tariff landscape is far from “back to normal.”​
A new 15% Section 122 global tariff is already in play and may evolve into something more permanent, so importers should plan for continued elevated duty costs.​
Duty drawback remains a powerful, underused mitigation strategy—especially given the uncertainty around IEEPA refunds and future tariffs.​
Presented by: Global Training Center​
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Cindy's Version: Congress, Not the President: Supreme Court Limits IEEPA Tariff Power

Host: Cindy AllenPublished: February 20, 2026Length: ~18 minutesPresented by: Global Training Center
Summary
“Tariff Friday” may go down as one of the most pivotal days in recent trade history.
In this episode of Simply Trade: Cindy’s Version, Cindy Allen breaks down the U.S. Supreme Court’s 6–3 decision ruling that IEEPA does not authorize the President to impose tariffs. The Court found that the authority to levy taxes and tariffs belongs to Congress, and that the term “regulate” under IEEPA does not include the power to raise revenue.
Inspired by Taylor Swift’s Opalite, Cindy walks through what the ruling actually says, what it does not say, and what importers and customs brokers should do right now while awaiting further instruction from the Court of International Trade (CIT) and CBP.
The decision may have brought sunlight—but operational clarity will take time.
This Week in Trade (Before the Ruling)
• Awaiting details on Taiwan 15% MFN (or higher) structure• Pending clarification on India IEEPA reciprocal adjustment (25% to 18%)• Indonesia agreement announced with 19% tariff and textile tariff-rate quota• No movement on elimination of First Sale• No further action on ending IEEPA on Canada• U.S. manufacturing indicators down; stock market up
The Supreme Court Decision
The Supreme Court issued a 6–3 opinion finding that IEEPA does not grant authority to impose tariffs.
Key findings:
• IEEPA contains nine enumerated action verbs — none include taxing or raising revenue• Congress alone holds the constitutional authority to levy tariffs• Specific delegated authorities (Sections 301, 232, 122, 338) include limitations and procedural controls• Because Congress created these specific tariff authorities, a broad IEEPA tariff authority cannot be implied• During peacetime, the President does not have independent tariff authority
The Court remanded the case back to the lower court — likely the U.S. Court of International Trade (CIT) — which must now issue implementation instructions.
What We Still Don’t Know
• When the CIT will issue instructions• When (or if) CBP will suspend IEEPA tariff collection• Whether refunds will be automatic or require action• Whether de minimis is affected• Whether related trade agreements tied to IEEPA remain intact• Whether the administration pivots to Section 122 or 338 authorities
What Importers Should Do Right Now
Cindy’s recommendation is clear:
Continue paying duties until formal CBP guidance is issued.
Why?
• Duties were in effect at time of entry• Monthly statement entries could otherwise be considered unpaid• CBP systems still contain IEEPA tariff numbers and edit checks• Programming updates will take time
Stopping payment prematurely could create compliance risk.
Refunds, when issued, will likely require formal action — potentially protests, post-summary corrections, or other ACE updates. Given the volume of entries involved, automatic refunds appear unlikely.
Key Takeaways
• IEEPA tariffs have been ruled unlawful for revenue purposes• Congress retains sole tariff authority• Operational changes will depend on CIT and CBP implementation• Continue paying duties until official guidance is issued• Refund mechanics remain unclear• Trade professionals must remain disciplined and patient
Resources & Mentions
• Global Training Center• TradeForce Multiplier• U.S. Supreme Court Opinion (24-1287)
Credits
Host:• Cindy Allen – LinkedIn• TradeForce Multiplier
Producer:• Lalo Solorzano – LinkedIn
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Presented by Global Training Center — providing education, consulting, workshops, and compliance resources for trade professionals.
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