Program Guidecertifiedportexecutive.com/.../2017/08/program_guide_august_2017.… · Ship tonnage-displacement / The plimsoll mark / The international load line / Ship tonnage-cargo

Program Guide

C O U R S E O V E R V I E W

I N - C O M P A N Y T R A I N I N G F O R T E A M S

P A R T I C I P A N T P R O F I L E

C U R R I C U L U M

C E R T I F I C A T E & A C C R E D I T A T I O N

Course Overview

www.certifiedportexecutive.com 1

"The result of the CPE

training program will

change the way we engage

our staff leaders and

challenge them with goals

and objectives"

Rick Blackmore, General

Manager,Certified Port Executive, Total

Teminals

The Certified Port Executive

Program™ is designed for

professionals involved in the

operation of ports, terminals, vessels

and the broader transportation

system.

The program is structured to give

participants the tools and knowledge

to make their organization more

effective. Upon completion of the five

day course, participants can expect

to have a broad understanding of the

operation of seaport and terminal

operations.

Public Classes & In-Company

Classes

The public Certified Port Executive

program is typically taught over 5

days in a small class setting of 10-15

students. Courses are taught in

major port cities across North

America.

In-Company classes are

designed for groups of people

from the same organization and

are taught at a time and place of

the sponsoring company’s

choosing.

Participant Benefits

Participants acquire real world

knowledge of port and terminal

operation and management.

New talent acquisitions are quickly

on-boarded into the industry and

demonstrate increased

effectiveness in their new

positions.

Experienced employees benefit

from refreshing and updating core

industry knowledge.

Organizational Talent Management

Benefits

Accelerated ROI on new talent

acquisitions.

Improved retention and growth of

key existing employees.

Provides a structured, scalable

and cost effective process for

growing organizational capacity.

http://www.certifiedportexecutive.com/

Course Overview

www.certifiedportexecutive.com 2

Who should attend?

Port Authority and Terminal

Operator management represent

the majority of past program

participants. The balance of

program Alumni come from a range

of sectors including logistics, law

enforcement and government, to

name just a few.

"Systematically integrated practical, real world

experience during the course, addressed the strategic as

well as the day to day problems that may arise within

any typical port environment – public and/or private. I

have already recommended this course to my other

colleagues without hesitation."

Jeff Culberston, Certified Port Executive Alumni, Director of Commercial

Services, Penn Terminals Inc.


Participant Profile

3 www.certifiedportexecutive.com

Certified Port Executive Alumni: Who are they?

Two of the most common questions asked by people interested in taking the

Certified Port Executive Program are "Who are your Alumni?" and "Would

someone with my background benefit from the program?".

With that in view, the following provides a brief demographic snapshot of

the 500 Alumni to help answer those questions.

Almost 50% of the Alumni come from

Port Authorities.The next largest

segment are from Terminal Operators

at 23%. The balance of Alumni come

from other supply chain stake-holders.

Certified Port Executive Alumni

by Industry Segment


Participant Profile


Most common job titles of Certified Port Executive Alumni:

Generally speaking our Alumni are of two types: 1) Industry

experienced managers who are looking to refresh their

professional qualifications 2) People new to the industry who are

looking to quickly immerse themselves into the maritime world.

"An instructor who has real boots on the

ground experience made this course

particularly valuable! I have already

recommended this course to colleagues

without hesitation."

Mark Dubina, Certified Port Executive Alumni, Vice

President of Security, Port Tampa Bay


Participant Profile


Certified Port Executive Alumni:

Country of Origin

Alumni hail from 13

countries with the

largest groups coming

from the United States

(57%) and Canada

(35%).

Certified Port Executive

Alumni represent the full

spectrum of cargo types

Certified Port Executive Alumni by Cargo Type

"Having a full understanding of all

the operations of the Port and how

departments and roles work together

to achieve an overall goal is a

valuable asset to our workforce and

this course provided that

comprehensive overview.

Dr.Noel Hacegaba, CPE Certified Port Executive Alumni,

Chief Commercial Officer, Port of Long Beach



In-Company Training for Teams COST EFFECTIVE: In-company

training eliminates or greatly

reduces the travel, lodging and per-

diem costs associated with off-site

training. Estimated savings are as

much as $2,500 per student.

Many larger organizations find that in-

company delivery of the Certified Port

Executive program makes the most

sense for their needs.

Why consider in-company training

for your team?

1 Time effective

2 Cost effective

3 Tailored to your requirements

TIME EFFECTIVE: Having a Certified

Port Executive instructor lead a course

on your premises minimizes out-of-office

time and eliminates the need for

employee travel to and from an off-site

training location.

TAILORED TO YOUR COMPANY’S

REQUIREMENTS: In-company

training allows for greater tailoring of

the course content to an

organization’s specific

requirements. A closed class, in-

company environment also allows

for greater openness and discussion

about internal company issues.



Program Includes

• Five Days of Instruction - Curriculum Overview

• Continuing Education Units (CEUs) & Certificate

MacDonnell Group, the provider of The CPE Certified Port Executive Program is recognized by

the Engineering Institute of Canada (EIC) as a participating partner in their Continuing Education

Program. EIC’s Continuing Education Program is supported by The Canadian Council of

Professional Engineers, The Association of Consulting Engineers of Canada, and The Canadian

Academy for Engineering. Providers recognized by the EIC are responsible for the development

and delivery of high quality learning activities, complying with EIC Program Standards. The CPE

Certified Port Executive Program provides 3.5 CEUs.



Curriculum

Day 1

MODULE 1: The Worldwide Commercial

Transportation System Common modes of

travel / The intermodal route / Regulatory

checkpoints / The logistics chain / The shipper /

Freight forwarder/logistics planner /

Transportation / Cost / Regulatory oversight /

Consignee / Industry professionals / Cargo /

Ground transportation / Marine Ship Crews

MODULE 2: The Port industry The maritime

industry / Cost-effectiveness / Shipping

statistics / Transportation links / Ports and the

Logistics chain / Intermodal / The International

Port Industry / 2015 top 15 North American –

container port TEU rankings / U.S. Port

rankings / Canadian port rankings-2015 / Trade

Corridors / The Coasts / Great lakes and St.

Lawrence / Trade routes / Types of ports / Port

ownership / Port functions / The port industry in

the new millennium / The 2008 economic cliff /

Since 2008-A slow climb back / The industry’s

other trades since 2008 / Recent US and

Canadian port projects / Port challenges / The

challenges-U.S. FMC study 2012 / Influences

on ports / Fleet changes / Successful vs.

Stagnant ports / Examining our strengths and

weaknesses

MODULE 3: Language Of The Port

industry Language of the port industry /

Proper terminology is critical / Terms-port

types / Common terms used in the industry

/ Types of cargo / Typical neo-bulk cargoes

/ Containerized cargo / Container

advantages / The container / Containers /

Throughput / Tonnage / Ship’s registered

tonnage / Lightweight tons / Ship tonnage-

gross tonnage / Ship tonnage-net tonnage /

Ship tonnage-displacement / The plimsoll

mark / The international load line / Ship

tonnage-cargo related

MODULE 4: Port Governance And

Management The port collective / Public

vs. private terminals / Port management

organizations / Management – operation

arrangements / Public port governance /

Canada & U.S. Public port models /

Canada & U.S. Ports are symbiotic /

Canadian port industry / Canada maritime

act / Canadian port authorities / Other

Canadian ports / Canadian port divestiture /

U.S. Port governance / U.S. Public port

governance / Types / Municipal ports /

State ports / State port councils / U.S.

federal ports / State or municipal port

commissions / U.S. Port authorities /



Curriculum Day 1 (cont) Day 2

MODULE 4 (cont): Public ownership increased

when industry changes forced a shift from the

private sector / Growth through necessity /

Preservation for new public use / Old becomes

new again / Most effective goal is to meet both

public and private needs / Public vs. private

management / Management considerations /

Effective management

MODULE 5: The Marine Terminal Objectives /

Purpose / Classifications / General purpose

terminals / Container terminals / Roll on-roll off

(RORO) terminals / Dry bulk / Liquid bulk

terminals / Break bulk / Cruise terminals / Ferry

terminals / Special purpose / Military / Non-

marine terminals / Terminal layout / Air freight

facilities / Warehousing and transit facilities /

Value-added services / LTL and consolidation /

Cargo trans-loading and dispersal / Bonded

storage Add a little bit of body text

MODULE 6: The Harbor And The Vessel

Voyage Objectives / The voyage / Arrival

requirements / Port selection / Definitions

/ Commercial port geography

MODULE 7: Maritime Terminal

Operations Marine terminal functions /

Operational parameters and focus /

Operational objectives / Cargo

management / Ancillary activities /

Terminal functionality / Vessel handling /

Cargo handling vessel to/from terminal /

Cargo handling cycle / Equipment Cargo

handling equipment / Gantry cranes /

Mobile harbour cranes / Yard gantry

cranes /Straddle carriers / Reach

stackers / Top loaders / Spreaders / Yard

hustlers / Computer based terminal

operating system / Outbound processing /

Vehicle and cargo inspection system /

Cargo storage / On dock rail / Marine

terminal shore side operations / Port and

vessel operation


Curriculum Day 2 (cont)


MODULE 8: Cargo Management Concepts of

cargo management / Cargo classifications /

The ocean bill of lading-B/L / B/L basic types /

Customs regulations / Commercial invoice /

Government invoice / Certificate of origin /

Regulatory agencies / Security agencies / Pre-

arrival review system (PARS)-Canada / TIR-

EIR (trailer or equipment interchange receipt /

Cargo protection / The stowage plan / Planning

the stow / Packing and stacking / Theft / Cargo

surveys / Cargo claims / Parties that handle

cargo / Booking cargo / Carrier tariffs / The

common carrier / Freight forwarders / Customs

house brokers / NVOCC / Vessel chartering /

Types of charter parties / Standardized charter

parties / Charter party terms / Detention & per

diem / Demurrage / General average / Logistics

interruptions

MODULE 9: Transportation Pricing

Transportation costing / Rates and costs are

generally based on volume / The shipper

generally bears the cost / Shipper base costing

/ The logistics plan / Logistics considerations /

Ocean shipping modes / Ships / Ocean going

barge / Selecting options / Base rates / Special

rates / Other rate structures / Costs just seem

to keep stacking up / Common pricing mistakes

/ Terms of sale / F.A.S.-Free alongside ship /

F.O.B.-Free on board / Origin-freight collect /

Port selection / Petroleum is easiest to price /

Trucks / Moving cargo is about details

MODULE 10: Regulatory Requirements

and Legal Issues International regulations /

International obligations / Outgoing vessels

/ Incoming vessels / Legislation / Acts –

general operations / Acts – security and

shipping / Legislative process / Regulation

and measures / General maritime

regulations / TAT jurisdiction / Judicial

impacts / Federal court / Where to be heard

/ Canadian Human Rights Commission /

International / Cargo damage disputes /

Disputes / Military cargoes / The enforcers /

Canada / United states / National

transportation system restoration plan /

Common legal issues



Curriculum

Day 3

MODULE 11: Tariffs, Terminal Regulations and

Operating Plans What’s in a tariff? / Tariff is an

implied contract / Content / Purpose / Scope

and Application / Rights of port or terminal /

Insurance / Control of vessels / Control of cargo

/ Control of property / Hazardous materials /

Other provisions in the tariff / Rates and

charges / Dockage or berthage / Wharfage /

Free time / Demurrage (above free time) /

Miscellaneous charges / Terminal rules and

regulations / Operating plans / Types /

Composition

MODULE 12: Safety and Security / US and

Canada objectives / CBSA / USCBPS / Core

efforts / Food and agricultural responsibility /

Civilian and military treated similar / Inspections

– inbound and outbound / Port security and port

security plans / Enforced by flag state

regulatory agencies / Port security planning /

Port security plans / Terminal and facility

security plans / Marine terminal security plans /

Vessel security plans / Port security plan

application / Port and terminal safety plans /

Causes of accidents / Safety regulations / How

plans are developed / Integration into practice /

Regulators / Canada: Transport Canada MTSR

/ US: MTSA: Coast Guard 33CFR / Facilities -

100% of port workforce requires training /

Vessels - 100% of port workforce requires

training

MODULE 12 (cont): Emergency Planning

and Response Objectives / Emergency

management / Goals / Port emergency

plan / Common topics / Common elements

Ports that handle specialized cargo need

customized plans / Privacy concerns /

Spans of control / Common Agreements /

Incident command system / ICS functions /

ICS incident commander / ICS command

staff / Incident command structure /

Incident command center / ICS advantages

/ Priority of work / Post incident restoration /

Unity of command / Unified command

structure (UCS) / Span of control / Public

relations / Safe Port Marketing / The media

/ Role of the ports / Role of the port

executive / Role of drills and exercises /

Drill participation / National transportation

system restoration plan / Summary

MODULE 13: Business Development and

Marketing Objectives / The success of a

port is based on a diverse economic mix /

Fundamentals / Business development /

Success is based on best utilization of

current assets / Utilization / Port planning

and development / Planning principles /

Community planning / Planning is the high

altitude view / Incorporates reasonable

investment



Curriculum

Day 3 (cont) Day 4 (cont)

MODULE 13 (cont): Requires stakeholder

relationships / Utilizes targeted marketing /

Marketing / Different than sales / Marketing

foundations / Marketing tools / Cyberspace /

Media / The personal relationship is a very

effective marketing tool / Tracking your efforts /

Questions to ask / Measurements

Day 4

MODULE 14: Port and Facility

Management Property management /

Facility management / Ports are part of the

larger community / The perception? Ports

are just a bunch of docks / For every pier

there needs to be supporting upland /

Upland terminal requirements / Open piers

are most flexible / Length of ship plus

length of lines bow & stern / Container

terminals use / Numbered grids for box

staging / Access and expansion / Water

access-expansion / Shallows can be filled /

Incorporate support services / Value-added

services / Get involved with roadway

planning / Major off-property port

considerations / Risk management of

marine infrastructure assets / The issues /

Common problems / Implications – legal &

financial / Key components of successful

property management

MODULE 15: Administration and Finance

Cost is key / Fixed costs / Variable costs /

Port efficiency impacts costs / Shipper

costs / Costs are most affected by labour /

The way ports and facilities are managed

impacts costs / Facility Management /

Management Arrangements / Management

/ Staff functions and goals / Who manages

the port / The port director / Deputy port

director / Operations manager / Manager of

administration and finance / Marketing

manager / Manager of regulatory

compliance / Manager of security /

Terminal management / Terminal Staffing /

Terminal manager / HR director / Budget

and finance manager / Procurement

manager / Communications and technology

manager / Other admin staff / Marine

manager / Other Ops staff / Support staff /

Port finance / Sample terminal budget /

Management and labour / Stevedore-

longshoremen / The longshoring gang /

Contract / Largest NA unions / A&F

summary



Curriculum

Day 4 (cont)

MODULE 16: Public and Media Relations What

is public relations / The port’s public / The

general public / Public as stakeholders / What

is a crisis? / Possible crisis / Activists fuel crisis

/ The image of the port / Concern for the

environment / The port and marine environment

/ Why a crisis has legs / The news needs news

/ News outlets are an effective vehicle / You

cannot turn a bad story into a good story but

you can compete for attention / Negative

publicity often leads to knee-jerk reactions /

Negative press / The slippery slope / Litigation /

The public relations response plan / Make

media contacts / Working with the media / The

media conference / The opening statement /

Some other key points / Be prepared for other

than the press / Consider direct initiative /

Manage information / Understand the mode /

Best results / Some news is good news

MODULE 17: Strategic and Master Planning

Planning is the foundation of management /

Types of planning / What is the difference? /

Strategic planning is setting goals for the port

organization / Purpose of strategic planning /

Purpose of master planning /

Transportation/logistics planning / Cargo

planning / Overall planning concepts / Plan

development / Port planning is broad / Terminal

planning is very specific

MODULE 17 (cont): The terminal plan /

Intermodal terminals / Intermodal terminal

development / Intermodal terminal

evolution / All terminals function the same

way / Throughput and yield / Communities

can limit terminal use / Executing the plan /

Engaging the planners / Good public

information and education is the key /

Undertaking the planning process /

Develop a conditional survey of facilities /

Compare the historic trends to potential

and perspective business / Develop

infrastructure plans / Secure funding /

Create benchmarks / Understand how to

use consultant(s) / The master plan

process / Define objectives / Identify

strengths and weaknesses / Business

analysis and development plan / Develop a

strategic plan / Include the required details

Product: strategic action plan and

implementation schedule / Year one action

items / Year one to five action items / 5-10

year action items / 10 + year action items



Curriculum

Day 4 (cont)

MODULE 18: Trends, Automation and

Climate Change

Climate Change , Is it real or not /Some

Numbers to consider /Prevention

Measures/Climate change factor/Potential

implications/Adaptation & Prevention

Measures/Future trends in the shipping

industry/Bigger and Better/Specialization is

Good/Green is the future/Automated

Container Handling in Port

Terminals/Motion Control/Laser Range

Finder based Scanning System, one of

Two Axes/Alliance Landscape Views

2017/U.S. Demand Growth 2017/Supply

Growth Lowered for 2017/Carrier

Consolidation in Container Shipping

Industry/The Changing Carrier/Capacity

Share on the East-West Trade/How the

Alliance Formations Compare /Port

Authorities and Terminal Operators are

facing a perfect storm ,unprecedented

Challenges/Strategies for Managing the

Environment/

Day 5 Practical Exercises

Exercises



Course Fees & Contact

Please contact us to discuss your

organization's needs.

Course fees cover:

Five days of instruction

Course material (printed & digital copies)

Certified Port Executive Certificate upon course completion

Refreshments and light snacks during the course

Complementary alumni registration to PORTCON Conference,

the annual conference of the Certified Port Executives.

Complementary access to PORTSTAR, the online Port Security

Training program for those employed in seaports in America.

For more information please contact: Toll Free: 1 (866) 219-6563

Tel: 1 (902) 200-4726

Email: [email protected]


mailto:[email protected]

Documents

Program Guidecertifiedportexecutive.com/.../2017/08/program_guide_august_2017.… · Ship tonnage-displacement / The plimsoll mark / The international load line / Ship tonnage-cargo