Upcoming Webinar: Responding to the New Tariff Regime

May 13-14, 2025 | 9am – 6pm | Washington, D.C.

Navigating a New Era in National Security and Regulation

Sayari User Summit and Symposium 2025

As a pivotal year of global elections concludes, geopolitical tensions are intensifying, creating a more complex and dynamic regulatory environment. These evolving regulations are amplifying enforcement pressures on global agencies and increasing compliance burdens for multinational corporations. The intersection of global trade, transnational crime, and economic security is becoming ever more intricate, prompting a corresponding shift in the regulatory landscape.

Sayari User Summit and Symposium 2025 will draw on past lessons while offering fresh insights from government officials, industry experts, and key voices across sectors, equipping attendees with actionable strategies for navigating the next four years and thriving in the face of emerging challenges.

Tuesday, 5/13: Sayari User Summit (Customers Only)
For Sayari users only, an exclusive one-day conference of collaboration and information-sharing with your industry, government, and Sayari peers. Attendees will get the inside scoop on Sayari’s products while providing feedback and interacting with fellow users.

Wednesday, 5/14: Sayari Symposium
Industry thought leaders and key government officials will speak on panels exploring emerging priorities in global trade, transnational crime, and economic security. Analyst-led masterclasses will teach practical investigative techniques using Sayari solutions.

Register here

Summit Agenda

8:00 – 9:00am

Registration & Breakfast

Location: Foyer

9:00 – 9:15am

Welcome and Opening Remarks

Location: Amphitheater

Farley Mesko | CEO and Co-Founder, Sayari

9:15 – 9:45am

Introduction to the Day

Location: Amphitheater

Jessie Abell | SVP of Product, Sayari

9:45 – 10:00am

BREAK

10:00 – 10:45am

Interactive Use Case Training | Using Sayari to Support ESG Compliance and Investigations

Location: Polaris B

Deanna Javage | Sr. Solutions Consultant, Sayari

Blair Rapalyea | Senior Analyst, Sayari

Product Preview | Leveraging New Graph Canvas Features for Smarter Investigations

Location: Oceanic B

Sam Johnson | Senior Analyst, Sayari

Alex Mathews | Sr. Product Analyst, Sayari

Feedback Roundtable | Wave the Wand: Envisioning the Future of Sayari

Location: Oceanic A

Dawn Shaikh | Principal UX Researcher, Sayari

Brett Marlin | VP of Product Design, Sayari

Government Sessions | Navigating and Interpreting Mexican and Chinese Public Records

Location: Continental C

Bjorn Kjelstad | Senior Analyst, Sayari

Dana Bralver | Senior Analyst, Sayari

Leysi Ortega | Sr. Customer Success Manager, Sayari

Haley Burdette | Sr. Customer Success Manager, Sayari

10:45 – 11:00am

BREAK

11:00 – 11:45am

Interactive Use Case Training | Identifying Sanctions Evasion Networks and Transshipment with Sayari Graph

Location: Polaris A

Niall McManus | Sr. Solutions Consultant, Sayari

Customer Story | Analyst for Hire: A Day in the Life of a Shared Services Team for a Multi-National Conglomerate

Location: Oceanic B

Amy Keyser | Lead Data Scientist, Honeywell

Megan Whinery | Sr. Customer Success Manager, Sayari

Feedback Roundtable | Let’s Build Together!

Location: Oceanic A

Dawn Shaikh | Principal UX Researcher, Sayari

Brett Marlin | VP of Product Design, Sayari

Product Preview | Cartels Signal Module

Location: Continental C

Bjorn Kjelstad | Senior Analyst, Sayari

Melina Villavicencio | Sr. Product Director, Sayari

11:45am – 1:00pm

LUNCH

Location: Pavilion

1:00 – 1:45pm

Interactive Use Case Training | Disambiguation & Cross-Language Investigations

Location: Polaris A

Dave Lynch | SVP, Analytical Solutions & Services, Sayari

Customer Story | Financial

Location: Polaris B

Kate Tarino | Sr. Customer Success Manager, Sayari

Salon | Explainable Intelligence

Location: Oceanic A

Melina Villavicencio | Sr. Product Director, Sayari

Chris Brazdziunas | Chief Technical Officer, Sayari

1:45 – 2:00pm

BREAK

2:00 – 2:45pm

Interactive Use Case Training | Exposing Cross-Border Evasion: A Practical Playbook for Investigating Using Trade and Corporate Data

Location: Polaris A

Tristan Garrah | Sr. Solutions Consultant, Sayari

Customer Story | Automotive

Location: Polaris B

Kate Tarino | Sr. Customer Success Manager, Sayari

Paul Hoffer | Account Manager, Sayari

Product Preview | Sayari Trade Data

Location: Oceanic B

Charlie Harriman | Director of Data Sourcing, Sayari

Nikki Clouse | Sr. Solutions Consultant, Sayari

Government Sessions | Upskilling in Graph: Counternarcotics and Beyond

Location: Continental C

Bjorn Kjelstad | Senior Analyst, Sayari

Dana Bralver | Senior Analyst, Sayari

Leysi Ortega | Sr. Customer Success Manager, Sayari

Haley Burdette | Sr. Customer Success Manager, Sayari

2:45 – 3:00pm

BREAK

3:00 – 3:45pm

Roundtable | Illicit Drug Trafficking, Cartel Designations, and Financial Crime

Location: Polaris A

Bjorn Kjelstad | Senior Analyst, Sayari

Colby Potter | Lead Analytical Content Manager, Sayari

Anne Marie Lacourse | Global Trade Advisory, Sayari

Roundtable | Monitoring the Chinese Defense Industrial Base and the Role of MEUs/MIEUs

Location: Polaris B

Dave Lynch | SVP, Analytical Solutions & Services, Sayari

Leysi Ortega | Sr. Customer Success Manager, Sayari

Roundtable | ESG and Deforestation – Navigating Regulatory and Due Diligence Challenges

Location: Oceanic B

Alex Mathews | Sr. Product Analyst, Sayari

Blair Rapalyea | Senior Analyst, Sayari

3:45 – 4:00pm

BREAK

4:00 – 4:45pm

Customer Story | Piecing it Together: Completing the Compliance Puzzle with Publicly Available Information

Location: Polaris A

Allen Maggard | Analyst, C4ADS

Michael Di Girolamo | Analyst, C4ADS

Christine Van Pelt | Customer Success Manager, Sayari

Salon | Supply Chain Risk Management (SCRM) in the Organization

Location: Polaris B

Henry Sherman | Product Director, Sayari

Product Preview | Tariffs Are Here: Now What? Navigating Tariff Exposure in Your Supplier Network with Sayari

Location: Oceanic B

Liz Johnson | Senior Analyst, Sayari

Henry Peyronnin | Product Manager for Supply Chain, Sayari

Salon | The Future of Data

Location: Oceanic A

Charlie Harriman | Director of Data Sourcing, Sayari

4:45 – 6:00pm

Closing and Happy Hour

Location: Pavillion

All-Day Except During Lunch

Open Office Hours

Location: Rotunda

Symposium Agenda

8:00 – 9:00am

Registration & Breakfast

Location: Foyer

9:00 – 9:15am

Opening Remarks

Location: Amphitheater

9:15 – 10:15am

Keynote Address

Location: Amphitheater

Ambassador Robert C. O’Brien | American Diplomat, Lawyer, 27th National Security Advisor (2019-2021), Former Special Presidential Envoy for Hostage Affairs, Former Co-Chairman of the U.S. Department of State Public-Private Partnership for Justice Reform in Afghanistan

10:15 – 10:30am

BREAK

10:30 – 11:30am

Export Panel | Export Compliance in Times of (Trade) War

Location: Amphitheater

Jeff Rittener | Former Chief Trade Officer, Intel

Jason Rhoades | Global Sanctions Director, Intel

Elizabeth Fitzpatrick | VP Trade Sanctions, Honeywell

Kathleen Palma | VP Global Trade, Applied Materials

Adrienne Braumiller | Partner & Founder, Braumiller Law Group

Import Masterclass | Supply Chain Visibility Beyond Forced Labor

Location: Rotunda

Colby Potter | Lead Analytical Content Manager, Sayari

Identifying High-Risk Chemical Importers in Mexico: A Data-Centric Approach to Combatting Synthetic Drug Production

Location: Hemisphere A

Bjorn Kjelstad | Senior Analyst, Sayari

11:30am – 12:30pm

LUNCH

Location: Foyer

12:30 – 1:30pm

Finance Panel | Securing Global Trade Through Finance

Location: Amphitheater

Eric Lorber |
Principal, Cyber, Risk & Regulatory Consulting Solutions, PwC

Eduardo Solorzano | Corporate BSA/AML Officer, Amerant

Stephen Alsace | VP Global Head of Economic Sanctions and ABAC, RBC

Matt Pelligrino | Global Head of Banking and International Sanctions Risk, Citi

Kimberly Donovan | Director, Economic Statecraft Initiative, Atlantic Council

Government Briefing | Understanding Supply Chain Risk: Leverage Corporate and Trade Data to Spot Hidden EXIM Risk

Location: Hemisphere A

Dave Lynch | SVP, Analytical Solutions & Services, Sayari

1:30 – 1:45pm

BREAK

1:45 – 2:45pm

Import Panel | Balancing Import Compliance and Competitiveness in Supply Chain Management

Location: Amphitheater

Richard Mojica | Practice Lead, Customs & Import Trade, Miller & Chevalier

Bryan Wiseman | Program Manager of Supplier Responsibility and Compliance, Google

Carol Anderson | Assistant General Counsel – Global Trade Supply Chain Security & Customs, Microsoft

Virginia Newman | Executive Director – Sustainability And Assistant General Counsel, Joyson Safety Systems

Export Masterclass | Strategies for Securing Sensitive Exports

Location: Rotunda

Phil Kittock | Lead Analytical Content Manager, Sayari

Government Briefing | From Foreign Influence to Contested Logistics: Leveraging Public Data for Great Power Competition with China

Location: Hemisphere A

Dave Lynch | SVP, Analytical Solutions & Services, Sayari

2:45 – 3:00pm

BREAK

3:00 – 3:45pm

Roundtable | Tariffs: The Escalating Risk Everyone is Talking About

Location: Hemisphere B

Liz Johnson | Senior Analyst, Sayari

Brock MacDonald | Customer Success Manager, Sayari

Roundtable | Anti Bribery and Corruption: The Future of FCPA and Global Enforcement Trends

Location: Oceanic A

Tristan Garrah | Sr. Solutions Consultant, Sayari

Kate Tarino | Sr. Customer Success Manager, Sayari

Roundtable | Supply Chain Risk Assessment Strategies: How Importers Can Navigate the Complexities of Forced Labor Laws

Location: Oceanic B

Lucas Rock | Associate, ArentFox Schiff

Deanna Javage | Sr. Solutions Consultant, Sayari

Megan Whinery | Sr. Customer Success Manager, Sayari

Roundtable | Exploring Export Controls: Illicit Procurement and Transshipment

Location: Polaris A

Amanda Marshall | Product Quality Lead, Sayari

Tunji Onigbanjo | Sr. Customer Success Manager, Sayari

Roundtable | Securing Supply Chains: Vendor Threat Mitigation and TPRM

Location: Polaris B

Nikki Clouse | Sr. Solutions Consultant, Sayari

Dana Bralver | Senior Analyst, Sayari

3:45 – 4:00pm

BREAK

4:00 – 5:00pm

Government Panel | Safeguarding National Security Through Trade Policy

Location: Amphitheater

Jim Smith | Former Acquisition Executive, United States Special Operations Command (USSOCOM)

Dan Clutch | Deputy Director, Office of Export Enforcement (OEE), Bureau of Industry and Security (BIS)

Jonathan Root | Senior Specialist, Supply Chain Risk Analysis and Management, Show Me Quality Consulting; Former NASA Deputy Program Executive for Supply Chain Risk Management

Clinton West | Director, CIA Office of Supply Chain Risk Management

5:00 – 6:00pm

Happy Hour

Location: Woodrow Wilson Plaza

Panels & Customer Stories

Customer Story | Analyst for Hire: A Day in the Life of a Shared Services Team for a Multi-National Conglomerate

Succeeding as a Data Scientist in a Shared Resources Team means not only having to pivot from ask, objective, and end deliverable, but also on how and where you find your information. From brand protection to export compliance and so much in between, we’ll talk through information sourcing, Graph utilization, and compiling the results to tell a story that is meaningful to a variety of high level stakeholders.

Customer Story | Piecing it Together: Completing the Compliance Puzzle with Publicly Available Information

Export Panel | Export Compliance in Times of (Trade) War

Import Panel | Balancing Import Compliance and Competitiveness in Supply Chain Management

Government Panel | Safeguarding National Security Through Trade Policy

Financial Panel | Securing Global Trade Through Finance

Product Previews and Feedback Sessions

Product Preview | Tariffs Are Here: Now What? Navigating Tariff Exposure in Your Supplier Network with Sayari

In this interactive session, we’ll walk through how to use Sayari’s new set of tariff features to quickly identify impacted suppliers and develop mitigation strategies in response to the 2025 reciprocal tariffs and other trade interventions around the world. With global trade policies shifting fast, see how enhanced filtering and real-time data can help your team act decisively.

Feedback Roundtable | Wave the Wand: Envisioning the Future of Sayari

Feedback Roundtable | Let’s Build Together!

Product Preview | Leveraging New Graph Canvas Features for Smarter Investigations

Masterclasses, Briefings, and Use Case Trainings

Interactive Use Case Training | Unlocking Global Data: Disambiguation and Cross-Language Investigations

This session will focus on practical approaches to entity disambiguation (how to accurately link entities and records across variations) and conducting cross-language queries in order to maximize your Sayari Graph and/or Map investigations. We’ll examine practical approaches and available tools for overcoming naming inconsistencies and language barriers to unlock crucial intelligence from international data.

Interactive Use Case Training | Identifying Sanctions Evasion Networks and Transshipment with Sayari Graph

Interactive Use Case Training | Exposing Cross-Border Evasion: A Practical Playbook for Investigating Using Trade and Corporate Data

Interactive Use Case Training | Using Sayari to Support ESG Compliance and Investigations

Government Sessions | Navigating and Interpreting Mexican and Chinese Public Records

Government Sessions | Upskilling in Graph: Counternarcotics and Beyond

Import Masterclass | Supply Chain Visibility Beyond Forced Labor

Government Briefing | Identifying High-Risk Chemical Importers in Mexico: A Data-Centric Approach to Combatting Synthetic Drug Production

Government Briefing | Understanding Supply Chain Risk: Leverage Corporate and Trade Data to Spot Hidden EXIM Risk

Export Masterclass | Strategies for Securing Sensitive Exports

Government Briefing | From Foreign Influence to Contested Logistics: Leveraging Public Data for Great Power Competition with China

Roundtables & Salons

Roundtable | Illicit Drug Trafficking, Cartel Designations, and Financial Crime

This roundtable will be an opportunity for participants to discuss the evolving threat from Mexican drug trafficking organizations and what to expect following the U.S. government’s recent designation of eight as Foreign Terrorist Organizations. Participants of this roundtable should be prepared to discuss how these regulations impact both regulators and commercial enterprises, as well as what tactics and techniques these organizations continue to employ in order to traffic fentanyl and conduct other criminal activities.

Roundtable | Monitoring the Chinese Defense Industrial Base and the Role of MEUs/MIEUs

Roundtable | ESG and Deforestation: Navigating Regulatory and Due Diligence Challenges

Roundtable | Tariffs: The Escalating Risk Everyone is Talking About

Roundtable | Anti Bribery and Corruption: The Future of FCPA and Global Enforcement Trends

Roundtable | Supply Chain Risk Assessment Strategies: How Importers Can Navigate the Complexities of Forced Labor Laws

Roundtable | Exploring Export Controls: Illicit Procurement and Transshipment

Roundtable | Securing Supply Chains: Vendor Threat Mitigation and TPRM

Salon | Explainable Intelligence

Keynote Speaker:

Ambassador Robert C. O’Brien

American Diplomat, Lawyer, 27th National Security Advisor (2019-2021), Former Special Presidential Envoy for Hostage Affairs, Former Co-Chairman of the U.S. Department of State Public-Private Partnership for Justice Reform in Afghanistan

Robert C. O’Brien was the 27th United States National Security Advisor from 2019-2021. O’Brien served as the President’s principal advisor for all aspects of American foreign policy and national security affairs.

During O’Brien’s time as National Security Advisor, the United States orchestrated the historic Abraham Accords in the Middle East, brokered economic normalization between Serbia and Kosovo, achieved significant defense spending increases among NATO allies, and increased cooperation with America’s allies across the Indo-Pacific.

O’Brien brought a renewed focus to defense and industrial base issues to the National Security Council. A long-time advocate of a sea power and a 355 ship Navy, O’Brien visited leading shipyards during his tenure. He also spent time at defense plants and with America troops at bases around the world.

Prior to serving as NSA, O’Brien was the Special Presidential Envoy for Hostage Affairs with the personal rank of Ambassador. He was personally involved in the return of over 20 detainees and hostages to the United States. O’Brien previously served as Co-Chairman of the U.S. Department of State Public-Private Partnership for Justice Reform in Afghanistan under both Secretaries of State Rice and Clinton.

O’Brien was also a presidentially appointed member of the U.S. Cultural Property Advisory Committee from 2008-2011. In 2005, O’Brien was nominated by President George W. Bush and unanimously confirmed by the U.S. Senate to serve as a U.S. Representative to the 60th session of the UN General Assembly. Earlier in his career, O’Brien served as a Senior Legal Officer for the UN Security Council commission that decided claims against Iraq arising out of the first Gulf War. He was a Major in the Judge Advocate General’s Corps of the U.S. Army Reserve.

O’Brien was the co-founding partner of Larson O’Brien LLP (now Larson LLP) in Los Angeles, a nationally recognized litigation boutique. Over his career, he has served as counsel and arbitrator in dozens of International proceedings. The Daily Journal named O’Brien one of the top 100 lawyers in California and Law Dragon listed him as one of the top 500 lawyers in America.

Among other awards, O’Brien is the recipient of the National Security Medal, the National Intelligence Distinguished Service Medal, the Department of Defense Medal for Distinguished Public Service, the National Defense Medal, and the Kosovo Presidential Medal of Merits.

In 2016, O’Brien authored “While America Slept” published by Encounter Books. During the Trump Administration, he edited the book “Trump on China.” O’Brien’s opinion pieces have appeared in every major American newspaper and he has been a frequent guest on cable TV and the Sunday shows over the last two decades.

O’Brien holds a J.D. from the U.C. Berkeley School of Law. He received his B.A. degree in political science, cum laude, from UCLA. He resides with his wife and two daughters in Utah.

This Year’s Speakers:

Carol Anderson

Assistant General Counsel – Global Trade Supply Chain Security & Customs, Microsoft

Carol Anderson, Assistant General Counsel for Microsoft, leads Microsoft’s Global Trade Supply Chain Security & Customs practice, managing national security, customs, and supply chain due diligence compliance and policy programs company-wide as a member of the Corporate Legal Affairs team. Ms. Anderson launched her career at the King County Prosecutor’s Office in Seattle, Washington, where she tried over 100 criminal and jury trials. She transitioned to corporate practice, joining the litigation group with AT&T (then Pacific Bell Telephone Company) in San Francisco, California. Ms. Anderson moved with AT&T to Washington, D.C, where she managed global product launches, and directed regulatory policy, trade, and competition matters. Ms. Anderson joined Microsoft in 2021 to lead Microsoft’s national security and trade supply chain compliance and policy portfolio. In this role, Ms. Anderson is leading the technology transformation to implement AI driven solutions to automate supply chain due diligence and risk-based compliance strategies.

Adrienne Braumiller

Founder of Braumiller Law Group PLLC

Adrienne Braumiller, founder of Braumiller Law Group PLLC, is a pioneering force in international trade law with over 30 years of experience. As a leading authority in customs, import, export, foreign-trade zones, and ITAR compliance, she has mastered every aspect of trade compliance and regulatory matters. Her expertise spans diverse industries from agricultural products to electronics. She earned her L.L.M. in International Business Transactions from McGeorge School of Law and J.D. from St. Mary’s University, with additional studies at the University of Salzburg and Oxford University. Adrienne has received numerous prestigious recognitions, including Chambers and Partners rankings and the Sarah T. Hughes Women Lawyers of Achievement Award. She has served on key federal advisory committees and is a frequent speaker at major industry events. Her firm is consistently recognized as a leader in international trade law, serving clients worldwide.

Dan Clutch

Acting Director, Bureau of Industry and Security (BIS) Office of Export Enforcement

Dan Clutch is the Acting Director for the Office of Export Enforcement (OEE) in the U.S. Department of Commerce’s Bureau of Industry and Security (BIS). Dan leads operations of OEE headquarters and field elements in over 30 locations. He and his team protect U.S. national security by investigating illegal exports of sensitive goods and technologies that can be put to malign purposes like weapons of mass destruction proliferation, adversary military modernization, and terrorism.
Dan previously served in field leadership positions with OEE and U.S.
Department of State’s Diplomatic Security Service and is a graduate of the
University of Virginia and the Georgetown University – International
Security Management Association’s Leadership Program.

Michael Di Girolamo

Analyst for C4ADS

Michael Di Girolamo is an analyst on the Human Security program at C4ADS, where he primarily focuses on cybercrime and supply chain networks in East and Southeast Asia. Prior to joining C4ADS, Michael served as a Junior Fellow for the U.S.-ASEAN Institute for Rising Leaders fellowship program. Michael is a graduate of the Johns Hopkins School of Advanced International Studies (SAIS), having received his MA in international relations from SAIS’s DC campus and a Certificate in Chinese & American Studies from the Hopkins-Nanjing Center. He is also a proud graduate of the University of Kentucky, where he majored in Chinese and international economics.

Kimberly Donovan

Director of Economic Statecraft Initiative for Atlantic Council

Kimberly Donovan is the director of the Economic Statecraft Initiative within the Atlantic Council’s
GeoEconomics Center. She is an expert in US national security, AML/CFT, sanctions programs, and
regulatory actions. Prior to joining the Council, Donovan served in senior roles in the federal
government, most recently as the head of Intelligence at FinCEN. She also served on the White House
National Security Council as a director for counterterrorism, in Treasury’s Office of Terrorism and
Financial Intelligence, and in the US Intelligence Community. In these roles, Donovan developed national
strategies to combat terrorism using the full range of US economic tools, advised senior policymakers on
national security challenges, and collaborated with foreign partners to advance shared foreign-policy
objectives. Donovan holds a master of arts from the School of International Service at American
University and a bachelor of arts from the University of Vermont.

Elizabeth Fitzpatrick

Vice President & General Counsel, Trade and Chief Export Counsel for Honeywell

Elizabeth Fitzpatrick currently leads and oversees Honeywell’s Export and Sanctions Compliance teams. She joined Honeywell in 2021 to lead its Sanctions Compliance function. Prior to Honeywell, Ms. Fitzpatrick focused on export controls and sanctions, in addition to other national security matters, at Arnold & Porter. Before attending law school, Ms. Fitzpatrick worked in the Offices of Treaty Affairs and Nuclear Non-Proliferation within the Office of the Legal Adviser at the U.S. Department of State. Ms. Fitzpatrick graduated from Washington University in St. Louis School of Law, where she served as Editor in Chief of the Law Review. She also obtained a Masters from the London School of Economics and Political Science and received her B.A. from the University of Pennsylvania.

Allen Maggard

Analyst for C4ADS

Allen serves as an analyst with C4ADS’ Conflict Affected States cell, where he specializes in investigating illicit tech procurement networks tied to the Russian defense industry. Prior to joining C4ADS, Allen worked as a contractor with the Fraud Section of the US Department of Justice’s Criminal Division. Allen’s professional background also includes due diligence investigations and research for a non-partisan foreign policy think tank.

Richard Mojica

Customs & Import Trade Practice Leader at Miller & Chevalier

Richard Mojica leads the Customs & Import Trade practice at the law firm of Miller & Chevalier. His practice focuses on supply chain issues concerning the intersection of trade and human rights, including the UFLPA. Richard is a former CBP headquarters attorney.

Virginia Newman

Virginia Newman

In-House Counsel and Executive Director of Sustainability at Joyson Safety Systems

Virginia Newman is in-house counsel and Executive Director of Sustainability at Joyson Safety Systems, a Tier 1 automotive supplier. She was previously Counsel at D.C.-based Miller & Chevalier, where she frequently represented companies before U.S. government authorities, including before Customs and Border Protection (CBP) to release goods detained due to concerns of forced labor in the supply chain. Before joining Miller & Chevalier, Virginia practiced in New York and in Hong Kong at a large U.S. law firm, where she worked on anti-corruption and human trafficking enforcement matters, litigation, and internal investigations. She speaks, reads and writes Mandarin Chinese and has deep experience advising multinationals headquartered in or with operations, supply chains, or business partners in China and throughout Asia.

Kathleen Lockard Palma

Vice President, Global Trade at Applied Materials

Kathleen Lockard Palma is Vice President, Global Trade at Applied Materials. Her team is responsible for ensuring compliance to global regulatory export and import requirements.
Previously, Kathleen served as Vice President, Global Trade Controls at the Boeing Company where she led a team of global trade professionals in 15 countries. Kathleen also served as GE’s lead lawyer for all export control, sanctions and customs matters. Before joining GE, Kathleen was an Associate in the International Trade Practice of Dewey Ballantine LLP (RIP).
She served as Vice Chair of the President’s Export Council Subcommittee on Export Administration (PECSEA) during the Obama Administration. Kathleen is a graduate of the University of Chicago Law School and Georgetown University, School of Foreign Service.

Jason Rhoades

Global Sanctions Director and KYC Head for Intel

As Intel’s Global Sanctions Director and head of KYC, Jason leads in the development and execution of Intel’s global sanctions compliance and KYC programs. As a former Sanctions Compliance and Evaluation officer for the U.S. Treasury Department’s Office of Foreign Assets Control (OFAC) sanctions counsel for a global U.S. law firm, and consultant who has led many sanctions engagements related to matters such as investigations, program building, and remediations. Jason has deep experience in both regulatory expectations and the practical, real-world impacts of sanctions requirements in many sectors, including financial services, manufacturing, and technology.

Jeff Rittener

Chief Trade Officer and Vice President of the International Trade Group at Intel

Jeff Rittener served as the Chief Trade Officer and Vice President of the International Trade Group at Intel. Over his distinguished 34-year career, he demonstrated exemplary leadership with global teams and strategically influenced the trade environment to drive business strategy, open new market opportunities, and ensure compliance. He is currently a member of the Regulations and Procedures Technical Advisory Committee (RPTAC) at the U.S. Bureau of Industry and Security and serves on the Advisory Council of the Asia Society of Northern California. Additionally, he provides consultation, advice, and feedback on cross-border trade matters through Rittener Trade Services LLC and his bi-weekly podcast, RittenerReflections.com.

Jonathan Root

Senior Specialist, Supply Chain Risk Analysis and Management, Show Me Quality Consulting; Former NASA Deputy Program Executive for Supply Chain Risk Management

Jonathan Root joined the Show Me Quality Consulting team in April 2025 as a Senior Specialist for Supply Chain Risk Analysis and Management.

With over 35 years of experience at NASA headquarters and centers, he has performed leadership, executive program management, policy and subject matter expert roles in the fields of technology innovation and commercialization, supplier quality management, information systems, and supply chain risk management.

Most recently, he served as the Deputy Program Executive for Supply Chain Risk Management (SCRM) within the Office of Safety and Mission Assurance (OSMA) at NASA headquarters where he co-led the start-up, development and operation of the ongoing OSMA SCRM program. He also served as the founding Executive for NASA’s agency-level Supply Chain Resiliency Board.

In addition to his extensive public speaking, communications, teaching and mentoring experience, Jonathan is also a member of the Editorial Board for the Journal of Supply Chain Management, Logistics and Procurement.

His NASA honors include the Outstanding Leadership Medal, the Silver Achievement Medal, and the Robert H. Goddard Honor Award for Exceptional Mentoring. Jonathan began his NASA career as a Presidential Management Intern after earning master’s degrees in government administration and international relations at the University of Pennsylvania in Philadelphia, PA. Later in his career Jonathan received a master’s degree in national resource strategy from The Industrial College of the Armed Forces at the National Defense University in Washington, D.C., which he attended as a NASA fellow.

Jim Smith

Former Acquisition Executive for USSOCOM

Jim Smith is the former Acquisition Executive for the United States Special Operations Command (USSOCOM) where he managed over $6 billion annually in support of global special operations. He has over 30 years of experience in government acquisition and is committed to a robust industrial base and vibrant technology sector in support of our national defense. While at USSOCOM, he also managed over 200 projects for next-generation intelligence, mobility, fires and effects, and data and networks. Prior to this, he spent 27 years as an Army officer in multiple leadership positions, and during his time in Army acquisition, led the development and deployment of cutting-edge technologies. Smith is also a member of Sayari’s Advisory Board.

Clinton West

Director, Office of Supply Chain Risk Management for the Department of State

Clinton West is a national security and supply chain risk expert with over 25 years of experience leading global logistics operations in high-risk environments, including Ukraine, Afghanistan, Iraq, and Libya. He currently services as the Director, CIA Office of Supply Chain Risk Management and has served in senior roles across the CIA, U.S. Department of State, Department of Defense, and Intelligence Community, where he developed and implemented strategies to secure critical supply chains and mitigate emerging threats.

Bryan Wiseman

Program Manager, Supplier Responsibility and Compliance for Google

As a Program Manager for Supplier Responsibility and Compliance under the Google Cloud Supply Chain & Operations team, Bryan’s focus is on supply chain traceability, mapping and due diligence. Utilizing his background in business operations, strategic sourcing and supply chain, he works to identify systems and build processes to understand and evaluate the technical infrastructure hardware supplier base with the goal of ensuring compliance and responsible sourcing practices.

Past Speakers Include:

Emily Benson

Emily Benson

Director, Project on Trade and Technology, Center for Strategic & International Studies

Emily Benson is director of Project on Trade and Technology, and senior fellow of Scholl Chair in International Business at the Center for Strategic and International Studies (CSIS), where she focuses on trade, investment, and technology issues primarily in the transatlantic context. Prior to joining CSIS, she managed transatlantic legislative relations at a European foundation, focusing on trade relations and emerging technologies such as artificial intelligence. She also worked to combat money laundering via the illicit flow of art from conflict zones and spent several years at an international law firm focused on sanctions and export controls. During graduate school, Emily spent a summer in the trade section at the EU Delegation to the United States, working on digital regulation and trade remedies. Her commentary and research have appeared in publications such as the New York Times, Washington Post, Wall Street Journal, Foreign Policy, and Politico, and she is regularly quoted in domestic and international news outlets. She received her joint BA in international affairs and political science from the University of Colorado and her MA in political science from the University of Geneva in Switzerland. Fluent in French, Emily has lived abroad in France, Indonesia, and Switzerland.

Eric Choy

Eric Choy

Executive Director, Trade Remedy Law Enforcement, Office of Trade, CBP

Eric Choy serves as the Executive Director for Trade Remedy and Law Enforcement in the Office of Trade at U.S. Customs and Border Protection, where he is responsible for threat assessment units, special investigations and enforcement programs focused on detecting, deterring, and disrupting illicit trade, with special emphasis on forced labor violations, evasion of special tariff cases, and civil penalties.

Previously, Eric served as the Acting Deputy Assistant Secretary for Trade at the Department of Homeland Security responsible for policies and initiatives that enable the flow of legitimate trade, services, capital, and technology across our Nation’s borders to protect the economy and assure a fair, competitive, and safe trade environment.

Eric joined the Department of Homeland Security in 2016, where he led the Chemical Sector Specific Agency in the National Protection and Programs Directorate. In this role, he oversaw the engagement with regulatory stakeholders and industry partners as part of the national effort to strengthen the security and resilience of the nation’s Chemical industry.

Prior to his arrival at the Department, he served 23 years in the United States Army in numerous field and joint duty assignments in and outside of the Pentagon and around the world in Southwest Asia, Asia-Pacific, and North America.

He received his Master of Arts from the United States Naval War College in Newport, R.I., and Master of Business Administration from the George Washington University in Washington, D.C.

John Foote

John Foote

Partner, Kelley Drye & Warren

John Foote is a partner and head of the customs practice at Kelley Drye & Warren LLP. He is a recognized authority on the use of trade laws to combat forced labor in global supply chains. He publishes at www.forcedlabortrade.substack.com.

Headshot of General Stephen Lyons

General Stephen Lyons

Former Presidential Special Envoy for Ports and Supply Chains and Former Commander, U.S. Transportation Command

Steve Lyons is a senior advisor for WestExec, a strategic advisory firm offering unique geopolitical and policy expertise to help business leaders operate in a complex and volatile landscape.

During a visit to the Port of Los Angeles in June 2022 the President of the United States announced the appointment of General Steve Lyons as Special Envoy for Ports and Supply Chains. As an integral part of the White House Supply Chain Disruption Task Force, he worked across a broad spectrum of industry, labor, academic, and government stakeholders to mitigate pandemic induced bottlenecks that were adversely impacting inflationary pressure and consumer confidence. During his tenure he played a central advisory role in resolving railroad, parcel freight, and longshore labor contracts. He also led a government interagency Unified Coordination Group (UCG) focused on domestic crisis response.

Prior to his role as special envoy, he retired from the US Army after 38 years of active service culminating as the 13th commander of US Transportation Command (TRANSCOM). TRANSCOM is one of 11 Presidentially appointed and Senate confirmed combatant commands in the Department of Defense. TRANSCOM is responsible for operating the multibillion-dollar defense transportation system, routinely deploying and sustaining military forces, providing aerial refueling, medical aerial evacuation, and humanitarian assistance to support US national security goals around the globe. In 2021 he led the mobility operation that enabled the historic evacuation of over 124,000 Afghans and other non-combatants from Kabul international airport.

He began his career in Germany during the Cold War and subsequently held a wide range of assignments to include command of troops at every level, multiple combat deployments, and over eight years of experience in joint (multi-service) assignments. As a battalion commander in 2003, he led more than 1,200 Soldiers as part of the 3d Infantry Division ground assault to liberate Baghdad. He subsequently spent more than 40 months deployed to the US Central command area of responsibility in support of Operation Iraqi Freedom and Operation Enduring Freedom, Afghanistan.

A native of Rensselaer New York, General Lyons graduated from the Rochester Institute of Technology and was commissioned a second lieutenant in the US Army in 1983. He holds two master’s degrees, one from the Naval Postgraduate School in supply chain management; and the second from the Industrial College of the Armed Forces in national resource strategy. His awards include the defense distinguished service medal, the master parachutist badge, and numerous leadership awards. He has been recognized in the Congressional Record and inducted into the Hall of Fame at the 82d Airborne Division, Naval Postgraduate School, U.S. Army Materiel Command, and U.S. Army Ordnance Corps.

Chris Miller

Economic Historian and Acclaimed Author of Chip War

Chris Miller is Associate Professor of International History at Tufts University, Fletcher School of Law & Diplomacy, where his research focuses on technology, geopolitics, economics, international affairs, and Russia.

He is author of Chip War: The Fight for the World’s Most Critical Technology, a geopolitical history of the computer chip.

He is the author of three other books on Russia, including Putinomics: Power and Money in Resurgent Russia; We Shall Be Masters: Russia’s Pivots to East Asia from Peter the Great to Putin; and The Struggle to Save the Soviet Economy: Mikhail Gorbachev and the Collapse of the USSR. He received his PhD and MA from Yale University and his BA in history from Harvard University.

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