Simply Trade

Hosts: Annik Sobing ([email protected] | LinkedIn)

Elisabeth Sherrell, ICPA (International Compliance Professionals Association)

Find GTC Seminars here: https://globaltrainingcenter.com/seminars/

Episode Overview

The conversation centers on breaking into trade compliance as a student or recent graduate, the value of ICPA membership and conferences, and how the next generation of trade professionals is building community and legacy in this field. Elisabeth and Jacob share inspiring stories about overcoming fear, taking the first step, and the importance of networking at industry events.

This episode is a must-listen for students, recent graduates, and anyone considering a career in trade compliance. It's packed with practical advice, encouragement, and real talk about navigating conferences, making connections, and finding your place in the trade compliance community—even if you feel like you don't belong yet.

What You'll Learn in This Episode

Key Quotes from the Episode

"And I'm happy to talk to anyone as well." — Jacob Boggs

"There is a group of under 30 trade compliance people that are starting to build. And that's really cool to me. That's, you know, that's legacy and I love it." — Annik

"Trade makes the world go round." — Annik

"Just stay calm, really. That's all we can do." — Annik

Resources Mentioned

Website: ICPA Information

Connect with the Guests:

Elisabeth Sherrell - ICPA | LINKEDIN

New TIPS episodes every Tuesday.

Presented by Global Training Center — providing education, consulting, workshops, and compliance resources for trade professionals.

Connect with us:

Simply Trade Podcast on LinkedIn

Global Training Center on LinkedIn

YouTube

Spotify

Apple Podcasts

Trade Geeks Community

Email us at [email protected]

Host: Cindy Allen

Cindy Allen, CEO of TradeForce Multiplier, delivers Simply Trade: Cindy’s Version, linking international trade updates to Taylor Swift's "The One." She covers key developments like Costco's high-profile IEEPA challenge in the Court of International Trade to keep liquidations open amid Supreme Court proceedings, alongside nearly 50 similar filings from other companies including Revlon. The episode emphasizes unpredictability in trade policy under the current administration, urging importers to consult trade attorneys, customs brokers, surety companies, and finance teams for tailored strategies on protests, bonds, and duty liabilities.​

Costco leads publicized IEEPA court challenges to preserve liquidation rights as 314-day cycles approach for early fentanyl-related tariffs around December 15.​

US-Korea trade deal caps IEEPA duties at 15%, retroactive to November 14 (autos/parts to November 1), prompting entry refilings and post-summary corrections.​

Proposed CBP form updates (7501, 3461, International Mail Duty Sheet) add fields for aluminum/steel mill/pour details and enhance visibility.​

Section 301 exclusions from China extended beyond expiration; UK medicines, pharma ingredients, and med tech exempt from Section 232 tariffs.​

WiseTech's ABI/AMS pricing shift over Thanksgiving raises costs 10-100%+ via volume-based fees passed to clients, sparking industry backlash.​

Cindy ties the song's themes of uncertainty ("never know") and choosing reliable advisors to trade's volatility, advising importers to identify "the one" expert per issue: attorneys for legal risks, brokers for filings, sureties for bonds. High China duties (e.g., prior 145% rates) still factor into 12-month bond calculations despite reductions, with IEEPA resolutions potentially years away. Teams must prepare finances for prolonged uncertainty without stacking bond liabilities.​

File IEEPA challenges if at risk to avoid liquidation; monitor Court of International Trade dockets.​

Review bonds and refile eligible Korea entries for retroactive relief.​

Consult specialists by topic to navigate unpredictable policies effectively.​

Leverage ACE portal over paper forms for full entry data.​

Global Training Center

TradeForce Multiplier​

Host:

Producer:

New episodes every Friday.

Presented by Global Training Center — providing education, consulting, workshops, and compliance resources for trade professionals.

Connect with us:

Don’t forget to rate, review, and share with your fellow trade geeks!

Episode: 403

In this holiday special, Andy and Lalo sit down with Hal Berman (TradeInside AI) to unpack the tricky — and often surprising — rules for classifying festive and holiday goods under the HTSUS. Hal walks us through the three-part “festive article” test used by Customs: (1) used to celebrate a holiday, (2) recognizably unique to that holiday, and (3) not usable for a non-holiday purpose. We discuss everything from ugly Christmas sweaters and branded promotional mugs to Halloween costumes, tamales, tote bags, toy ornaments, and novelty items like frozen-turkey-bowling (yes, really). The episode also covers practical steps importers and compliance teams should take to avoid costly mis-classifications and how AI is already helping speed up large SKU reviews — while reminding listeners that 10-digit HTS validation still needs a human-in-the-loop.

Three-part test for 9505 (festive articles): celebration use + recognizable holiday motif + non-utilitarian.

Chapter 95 items can enjoy unconditional duty-free treatment when they meet the test — a major cost difference vs. usual tariffs.

Not everything with a holiday motif is 9505 — jewelry, mugs, durable tote bags, and many toys are classified elsewhere under regular headings (and GRI-1 applies).

AI helps scale reviews (flag likely festive vs. non-festive) but human review remains required when filing and for 10-digit HTS submission.

Practical advice: build a robust classification workflow, document intended use, and be conservative when descriptions are ambiguous.

Refunds / litigation note: discussion about ongoing litigation and refund strategies (e.g., Costco case) — watch for rulings and plan for data-level readiness.

(embedded links for quick access)

TradeInsight AI — Hal’s company / classification resource.

Harmonized Tariff Schedule (HTSUS) — primary tariff schedule & search. (Harmonized Tariff Schedule)

Global Training Center

CBP / Rulings / Classification guidance — useful for checking rulings and prior decisions.

Example case references & historical notes on festive classification (referenced in ep): judicial and CIT rulings, and WCO explanatory notes (see HTS/CIT rulings and customs rulings database).

(Optional) Want to dig deeper into classification law? USITC HTS info and HTS user guides are very helpful. (USITC)

Hosts: Andy Shiles — LinkedIn. (linkedin.com)

Guest: Hal Berman — LinkedIn. (linkedin.com)

Produced by: Global Training Center

Stay connected with Simply Trade and Global Training Center (official links with utm tag):

Global Training Center (Company / Connect) — LinkedIn — Global Training Center. (linkedin.com)

Simply Trade Podcast — LinkedIn Showcase — Simply Trade Podcast on LinkedIn. (linkedin.com)

YouTube — Simply Trade on YouTube.

Spotify — Listen on Spotify.

Apple Podcasts — Listen on Apple Podcasts. (Apple Podcasts)

Trade Geeks Community

NCBFAA Customs Committee Spotlight: 2025 Challenges, 2026 Opportunities & The Power of Community

Lalo Solorzano

Sandra (Sandy) Coty — Customs Committee Co-Chair

LinkedIn

Mary Jo Muoio — Chair Emeritus

LinkedIn

Ralph De La Rosa — Customs Committee Co-Chair

LinkedIn

Lenny Feldman — Customs Committee Counsel

LinkedIn

December 3, 2025

Approx. 44 min.

Global Training Center — Website

In this special collaborative episode with the National Customs Brokers & Forwarders Association of America (NCBFAA), Simply Trade highlights one of the organization’s most active and influential groups: the Customs Committee.

Host Lalo Solorzano is joined by committee co-chairs Sandy Coty and Ralph De La Rosa, alongside Mary Jo Muoio (Chair Emeritus) and counsel Lenny Feldman. Together, they unpack a highly dynamic 2025 driven by court cases, tariff unpredictability, modernization initiatives, and the ever-increasing complexity of trade policy.

This episode reveals what the Customs Committee does, how it supports the entire brokerage community, and why their work is essential for businesses of all sizes. From interpreting executive orders, to producing toolkits, to being the “eye of the storm” during regulatory upheaval — this group ensures brokers stay informed, compliant, and ready for whatever comes next.

The guests also look ahead to 2026, sharing expectations around tariff changes, new trade “deals,” evolving technology, and the crucial role of customs brokers as the industry continues to transform.

The committee’s primary mission is to provide clarity for NCBFAA members on anything related to CBP, trade policy, or customs requirements. This includes:

Webinars, toolkits, and e-briefings

Monday morning updates (now almost daily due to rapid change)

Direct member support for complex questions

Coordinated outreach to CBP, Treasury, USTR, and other agencies

Flowcharts, FAQs, and practical guides to help brokers execute requirements accurately

The group acts as a force multiplier, ensuring that one broker’s question becomes clarity for all.

Sandy highlights several “first downs” toward long-sought industry improvements:

Revenue modernization progress tied to the federal executive order

Duty payment flexibility, including paying duties at any port in certain situations

10-day extensions for trade remedy-related entry rejections

Improved ACE reports, including inbound, AD/CVD certifications, and low-hanging but highly useful enhancements

Ralph notes additional recognition for NCBFAA this year:

Sandy and another committee member were appointed to COAC

CBP is increasingly seeking NCBFAA’s input due to the committee’s credibility and expertise

Mary Jo emphasizes the committee’s role as a stabilizing force:

They provide institutional knowledge during times that feel overwhelming

They help members understand complex topics like tariff stacking, enforcement spikes, and Supreme Court review scenarios

They translate shifting rules into actionable guidance

They ensure that small brokers have the same insight as large brokers

The committee helps the industry “act like we’ve been here before,” even when the environment is unprecedented.

Lenny breaks down what’s at stake:

Whether Section 301/IEEPA tariffs remain valid

Whether tariff authority is properly delegated

Whether changes will apply prospectively or retroactively

How brokers should handle refunds, protests, or revenue collection depending on outcomes

His analogy:

Regardless of the ruling, the committee will deliver:

Updated tools

New flowcharts

Best-practice guidance

Member education sessions

A recurring theme: NCBFAA levels the playing field.

Ralph shares examples:

The AD/CVD certification toolkit

Harp/Nice Harmonized Tariff Schedule sequencing toolkit

Penalty and liquidated damages working groups

Center of Excellence and Expertise outreach calls

Direct lines of communication to CBP

A small broker becomes instantly connected to subject-matter experts, best practices, and national discussions — a major competitive advantage.

Panelists expect:

New forms of tariff collection

Faster, deal-based trade agreements

Increased use of AI and machine learning in compliance and enforcement

More de minimis-related shifts into formal/informal entry channels

Technology-driven expectations for brokers

Greater pressure on revenue collection

Higher need for accurate guidance, FAQs, and toolkits

The brokerage role continues evolving — from “customs house broker” to customs concierge.

NCBFAA’s Customs Committee is an unmatched resource for practical, real-world customs compliance guidance.

Even small brokers gain expert-level insight and decision support by being part of the community.

The association provides stability during rapid regulatory change.

The industry will continue evolving quickly — and NCBFAA helps members stay ahead, not behind.

Involvement (even at the local level) returns far more value than it requires.

Brokers, attorneys, carriers, and service providers all benefit from engagement.

All references below include embedded official links.

NCBFAA — ncbfaa.org

NCBFAA Customs Committee — via membership resources

COAC (CBP Advisory Committee) — CBP COAC Page

U.S. Customs & Border Protection (CBP) — cbp.gov

U.S. Treasury Department — home.treasury.gov

U.S. Trade Representative (USTR) — ustr.gov

Department of Homeland Security (DHS) — dhs.gov

Department of Commerce — commerce.gov

IEEPA (International Emergency Economic Powers Act) — Congress.gov Overview

Section 301 / Trade Remedies — USTR 301 Overview

Tariff Schedules (HTSUS) — HTS Search

ACE Reporting — CBP ACE Portal

AD/CVD (Antidumping & Countervailing Duties) — CBP AD/CVD Info

De Minimis / Section 321 — CBP Section 321

Federal Register Notices — federalregister.gov

Forced Labor Enforcement — CBP Forced Labor

AI in Trade Modernization — CBP Innovation Initiatives via CBP Trade Newsroom

Host:

Guests:

Sandra (Sandy) Coty — LinkedIn

Mary Jo Muoio — LinkedIn

Ralph De La Rosa — LinkedIn

Lenny Feldman — LinkedIn

Presented by:

YouTube: Simply Trade Channel

Spotify: Listen on Spotify

Apple Podcasts: Listen on Apple Podcasts

Trade Geeks Community: Join Here

In this kickoff to Series 4, Renee Chiuchiarelli and Julie Parks dive into one of the toughest parts of any trade or corporate role: difficult conversations. Whether it’s salary discussions, performance feedback, non-compliance discoveries, or delivering perceived “bad news,” Renee and Julie break down why these conversations feel hard — and more importantly — how to approach them with clarity, preparation, and confidence.

They outline:

What qualifies as a difficult conversation

How to prepare before you engage

How to choose the right words

How to use the Likes, Concerns, Suggestions (LCS) method to keep communication constructive and forward-moving

This is a practical, relatable episode with real-world scenarios from their careers — perfect for trade pros, team leads, new managers, and anyone navigating delicate workplace interactions.

Difficult conversations come in many forms: salary topics, performance discussions, non-compliance findings, and more.

Preparation matters: scripting, writing things down, framing the discussion, and thinking through tone can make or break the delivery.

Recapping the context is essential — your version of events may not match the receiver’s.

Anticipate their questions: put yourself in the other person’s shoes before you meet.

Use the LCS method: Likes → Concerns → Suggestions to structure discussions in a constructive, repeatable way.

Follow-up is crucial: especially if the first contact was via email — close it with a conversation.

Use the LCS Framework (Likes, Concerns, Suggestions) to keep hard conversations clear, structured, and less emotionally charged.

Practice using LCS this week — at work, at home, with your team, anywhere.

Join the discussion in the Trade Geeks community and share:

What difficult conversations you’re navigating

Whether you tried the LCS approach

What worked and what still feels challenging

We’re building these series so you don’t have to figure this out alone — come learn with us.

Renee Chiuchiarelli

Julie Parks

Lalo Solorzano

New TIPS episodes every Tuesday

Presented by:

Simply Trade Podcast on LinkedIn

Global Training Center on LinkedIn

YouTube

Spotify

Apple Podcasts

Trade Geeks Community

Email us at [email protected]

Hosts: Annik Sobing ([email protected] | LinkedIn)

Guest: Natalie Zink: https://www.linkedin.com/in/nataliezink/

Producer: Annik Sobing 

Length: ~15 minutes

Presented by: Global Training Center

Episode Overview

In this episode of Simply Trade Roundup, host Annik Sobing interviews Natalie Zink, an experienced trade attorney and thought leader, about her journey in trade compliance education and why ongoing learning in this field is essential. Natalie discusses taking courses at Global Training Center and gaining practical insights into the daily challenges faced by in-house trade compliance teams. The conversation highlights key trade compliance pillars—tariff classification, country of origin, and valuation—and how a deeper understanding helps attorneys and professionals provide better business and legal advice. They also explore current issues like the upcoming IEPA Supreme Court decision and the critical role of thorough documentation in an evolving enforcement landscape.

What You’ll Learn in This Episode

The importance of continuous education for trade compliance professionals and attorneys alike

Practical insights into how in-house compliance teams operate day-to-day

The three pillars of import compliance and why they matter: tariff classification, origin, and valuation

How collaboration between brokers, in-house teams, and legal counsel improves risk management

Upcoming regulatory challenges, including pending Supreme Court cases affecting tariffs under IEPA

The critical necessity of documenting import decisions to meet reasonable care standards and prepare for potential audits or enforcement actions

New TIPS episodes every Tuesday.

Presented by Global Training Center — providing education, consulting, workshops, and compliance resources for trade professionals.

Connect with us:

Simply Trade Podcast on LinkedIn

Global Training Center on LinkedIn

YouTube

Spotify

Apple Podcasts

Trade Geeks Community

Email us at [email protected]

Episode: Thanksgiving Special 2025

Shannon Hynds, Co-Founder of QuickCode

This week, Andy and Lalo bring you a fun, festive, and surprisingly educational Thanksgiving special! They’re joined by long-time friends of the show, Shannon Hynds and Joe Morales from QuickCode, who accepted Lalo’s challenge to “classify Thanksgiving.”

From running shoes for the Turkey Trot, to football gear, to pasta anti-dumping surprises, and even a frozen turkey for bowling (yes, seriously!), Shannon gives a behind-the-scenes walkthrough of how QuickCode uses AI to classify everyday Thanksgiving items — and how the complex tariff environment impacts the cost of your holiday table.

This episode blends trade geekery with holiday traditions, showing how tariffs, food origins, USMCA benefits, anti-dumping cases, and even forced labor considerations affect the simplest things… like cinnamon. Viewers get an on-screen demo of QuickCode’s classification tools, tariff calculations, sourcing decisions, and bill-of-materials logic — so we recommend watching this episode on YouTube!

Funny, insightful, and packed with practical examples, this Thanksgiving edition is a refreshing break from the usual policy-heavy episodes.

Holiday items are full of tariff surprises — from sneakers to pasta to canned fruit.

Anti-dumping cases can hit unexpected products, like Italian pasta (Barilla at 19%!).

IEEPA and 301 tariffs dramatically change sourcing strategies, even for food.

USMCA benefits can wipe out tariffs for products like Topo Chico and tequila.

QuickCode's AI-driven workflow simplifies classification but still requires human judgment for 10-digit HTS codes.

Forced labor and denied party screening are becoming essential parts of import compliance.

Frozen turkey bowling is a terrible but hilarious classification challenge.

Nike Air Max running shoes (China) → Sneaker tariffs stack up to 47.5%

Football for backyard games → Rates vary widely depending on origin

Italian pasta (Barilla) → Anti-dumping shocker: 19%

Canned pineapple (Brazil) → Eligible for agricultural exemption on IEEPA

Cinnamon → Most sourced from Indonesia

Ranch Water components (Tequila, mineral water, limes) → USMCA to the rescue

Tamales → A surprisingly complex classification

Frozen turkey for bowling → Novelty sports equipment??? (Maybe.)

QuickCode – Trade classification and compliance automation

Shannon Hynds (LinkedIn)

Joe Morales (LinkedIn)

U.S. Customs & Border Protection – HTSUS

Presented by: Global Training Center

Shannon Hynds, Co-Founder of QuickCode – LinkedIn

Joe Morales, Co-Founder of QuickCode – LinkedIn

Producer: Lalo Solorzano

Stay connected with the Simply Trade community!

LinkedIn – Global Training Center

LinkedIn – Cindy Allen

YouTube – Simply Trade Podcast

Spotify

Apple Podcasts

Trade Geeks Community

NCBFAA Transportation Committee Spotlight: 2025 Wins, 2026 Priorities & Industry Insights

Host: Lalo Solorzano

Guest(s):

Published: November 26, 2026

Length: ~ 44 min.

Presented by: Global Training Center — globaltrainingcenter.com

In this special collaboration with the National Customs Brokers & Forwarders Association of America (NCBFAA), Simply Trade launches a multi-episode series highlighting the critical work of NCBFAA committees. This episode features the Transportation Committee, covering NVOCC activity, export compliance, air freight, logistics, and the evolving regulatory landscape.

Host Lalo Solorzano speaks with committee chair Kim Calicott, along with subcommittee leaders Rich Roche (NVOCC) and Donna Kavanaugh (Export Compliance). The group breaks down the major wins and challenges of 2025, key regulatory shifts, and what members should expect heading into 2026.

Kim explains the structure of the Transportation Committee and its four subcommittees:

NVOCC Subcommittee (Rich Roche): Guidance on OSRA, FMC rulemaking, D&D billing, “clear as mud” interpretations, and a forthcoming NVOCC Best Practices Working Group.

Export Compliance Subcommittee (Donna Kavanaugh): Monitoring regulatory activity from BIS, OFAC, Census, CBP, and DDTC while educating members on practical impacts.

Air Freight Subcommittee (Donna Mullins): Infrastructure modernization efforts, partnership with the Airforwarders Association (AFA), and involvement in a GAO study on air cargo facility conditions.

Logistics Committee: Watching driver shortages, truck/equipment tariff impacts, Electronic Export Manifest (EEM) development, and alignment with international systems like ICS2.

Highlights include:

FMC’s D&D Final Rule implementation and the section struck down by the courts.

BIS tightening China-related controls and reevaluating rules inherited from prior administrations.

Pause on the significant Affiliates Rule, which may reemerge in 2026.

Changing rules related to firearms, AI, and Syria sanctions.

“Clear as mud” advisory responses from FMC’s General Counsel.

NCBFAA’s early engagement with agencies prevents harmful regulatory outcomes—such as removing unintended burdens on NVOCCs in OSRA’s original wording.

Both Kim and Donna stress:

No one starts out knowing everything

Every question matters

Committee involvement accelerates growth and strengthens the industry

The association thrives on collaboration across company size, mode, and experience level

Key upcoming items include:

Launch of the NVOCC Best Practices Working Group

Ongoing work on EEM and air cargo modernization

BIS rule reviews after the Affiliates Rule pause

Continued focus on driver shortages and equipment tariffs

NVOCC Day 2026 in New Orleans on January 22

NCBFAA membership is valuable for all trade professionals—brokers, forwarders, logistics providers, and affiliates.

Exporting remains highly regulated and rapidly evolving—missteps can be significant.

Committee participation is one of the most impactful ways to deepen knowledge and support industry-wide improvements.

Agencies are shifting priorities quickly; staying informed is essential.

Here are all referenced agencies, programs, and industry groups with embedded official links:

NCBFAA — ncbfaa.org

Airforwarders Association (AFA) — airforwarders.org

Government Accountability Office (GAO) — gao.gov

Federal Maritime Commission (FMC) — fmc.gov

Bureau of Industry and Security (BIS) — bis.doc.gov

Office of Foreign Assets Control (OFAC) — home.treasury.gov/policy-issues/ofac

U.S. Census Bureau (AES/Exports) — census.gov/foreign-trade/aes

U.S. Customs and Border Protection (CBP) — cbp.gov

Transportation Security Administration (TSA) — tsa.gov

Directorate of Defense Trade Controls (DDTC / ITAR) — pmddtc.state.gov

OSRA – Ocean Shipping Reform Act — FMC OSRA Overview

Demerage & Detention (D&D) Final Rule — FMC Rulemaking

Electronic Export Manifest (EEM) — CBP EEM Information

ICS2 – EU Import Control System 2 — European Commission ICS2

Host:

Guests:

Kim Calicott — LinkedIn

Rich Roche — LinkedIn

Donna Kavanaugh — LinkedIn

Presented by:

YouTube: Simply Trade Channel

Spotify: Simply Trade on Spotify

Apple Podcasts: Simply Trade on Apple Podcasts

Trade Geeks Community: Join Trade Geeks

Hosts: Renee Chiuchiarelli & Julie Parks

In this final installment of the Managing a Project series, Renee and Julie close things out with one of the most overlooked — yet most impactful — phases of any project: Taking a Lap.

Whether your project was large and complex or small and focused, how you wrap it up matters. Today’s tips center on:

The moment a project wraps is the moment to pause and recognize the people who made it possible. Renee and Julie break down practical ways to shine a spotlight on contributors, including:

Recognition emails (even ghostwritten for leaders)

Monetary or non-monetary awards

Shout-outs in staff meetings

Company swag

Sharing stories and standout moments

Formal celebration moments — both virtual and in person

Celebration isn’t superficial — it drives morale, retention, engagement, and team culture.

Once the recognition is done, it’s time for reflection:

What worked really well?

What slowed things down?

What would you do differently next time?

What should future teams know before they repeat the process?

Documenting lessons learned helps the next phase, the next project, or even the next team hit the ground running — and ensures knowledge doesn't disappear due to turnover or time.

Renee and Julie remind listeners that “projects” aren’t just software implementations or multi-month changes.

A compliance issue that took months to resolve? That's a project.

Broker management improvements? A project.

Process enhancements? Also a project.

And all of them deserve:

Practice celebrating.

Call it out

Share it upward

Tell the story

Recognize the impact

Spread it broadly so leadership sees your team’s value

Then hop over to the Trade Geeks Community and share your celebration moment!

Join the discussion inside the Trade Geeks community!

Continue the conversation here: Trade Geeks Community

Hosts:

Producer: Lalo Solorzano

New TIPS episodes every Tuesday.

Presented by:

Connect With Us:

Simply Trade Podcast on LinkedIn

Global Training Center on LinkedIn

YouTube — https://www.youtube.com/@SimplyTradePod?utm_source=SimplyTradePodcast

Spotify — https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq?utm_source=SimplyTradePodcast

Apple Podcasts — https://podcasts.apple.com/us/podcast/simply-trade/id1640329690?utm_source=SimplyTradePodcast

Trade Geeks Community — https://www.globaltrainingcenter.com/portal/?utm_source=SimplyTradePodcast

💬 Don’t forget to rate, review & share with your fellow trade geeks!

Want to Be on the Show or Have Topic Suggestions?

📧 [email protected]

Hosts: Anik Sobing ([email protected] | LinkedIn)

LinkedIn & Email Contacts:

Michelle Frennier: https://www.linkedin.com/in/michellefrennier/ | [email protected]

Bonnie Gutz: https://www.linkedin.com/in/bonniegutz/ | [email protected]

Benita Lee: https://www.linkedin.com/in/benitalee1/ | [email protected]

Kyle Grobler: https://www.linkedin.com/in/kylegrobler/ | [email protected]

Episode Overview

What You’ll Learn in This Episode

Work-Life Balance Strategies

How to establish and communicate personal boundaries in a constantly evolving trade environment

Handling family priorities alongside trade demands with examples from different regions

The role that flexibility and clear leadership play in reducing stress at work

Leadership and Team Management Over Holidays

Approaches to distributing work and managing important deadlines during peak seasons

Why good communication and delegation are essential for team wellbeing

The impact of leadership style on team morale

Personal Well-being and Community

Tips for staying physically and mentally healthy, including holiday fitness challenges

The value of trade community connections, virtual book clubs, and shared resources

Encouragement for self-care and finding routines that support long-term resilience

Cultural and Holiday Trade Observances

Stories from the US, Canada, Ireland, and Europe about handling holiday schedules

How cultural attitudes toward work and time off affect trade operations

Preparing for and adapting to last-minute trade developments even during holidays

New TIPS episodes every Tuesday.

Presented by Global Training Center — providing education, consulting, workshops, and compliance resources for trade professionals.

Connect with us:

Simply Trade Podcast on LinkedIn

Global Training Center on LinkedIn

YouTube

Spotify

Apple Podcasts

Trade Geeks Community

Email us at [email protected]