Program Guide
COUR S E OVE R VI E W
CUR R I CUL UM
CE R T I FI CAT E & ACCR E DI T AT I ON
I N- COMPANY T R AI NI NG FOR T E AMS
PAR T I CI PANT PR OFI L E
The only program of its kind is making a difference in the competitiveness of North American ports
Create your Own Potential
The CPE Certified Port Executive
Program™
The CPE Certified Port Executive Program™ is designed for
management involved in the operation of ports, terminals, vessels and
the broader transportation system.
The program is designed 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.
Benefits to Organizations
Benefits to Individuals
The CPE Certified Port Executive Program™ is the best program
available today if you want to;
✓ Get to know the business, the entire port business
✓ Gain industry knowledge through accelerated learning
✓ Make a greater contribution to your organization
✓ Advance your career
✓ Network with port management professionals
The CPE Certified Port Executive Program™ is a program that
allows organizations to succeed at;
✓ Succession planning
✓ Onboarding new employees
✓ Development of key talent
✓ Ensuring management adapt to industry change
✓ Making proactive HR investments to recruit and retain key
talent
The CPE Certified Port Executive
Program™
Through this program, you will have the opportunity to develop a comprehensive
understanding of the marine transportation system, port and terminal
management and administration. The course covers rapidly changing regulations
and requirements that affect ports, marine facilities, inter-modal transportation
providers, vessels, and many diverse service providers. Over six hundred
participants have participated in the program to date.
What you leave with;
✓ Enhanced management skills to bring back to your terminals, ports or
maritime operations
✓ Real world knowledge of port and terminal operation and management
✓ Tools and knowledge to be able to advance your career
✓ Interconnectedness with a global network of port management professionals
✓ Access to an annual update conference
The program that benefits you also benefits your entire organization.
Vision, Mission, History. Vision… to enhance the value of seaports and marine transportation to society.
Mission… to provide learning pathways for seaport and marine transportation management that strengthen the industry.
In 2010, the CPE Certified Port Executive Program™ was launched to give participants tools and knowledge to make their organization more competitive. This five day course is designed to provide participants with a professional education opportunity related to the transportation system and operations of ports, vessels and marine terminals.
Overview
1 (866) 219-6563 [email protected]
www.certifiedportexecutive.com
Five Days of Instruction
Curriculum Overview
As an HR executive, for a major port, I felt it
critical for my career to attend this training. I
want to be regarded as an effective Certified Port
Executive with emphasis on HR.
- Stacey Lewis, Port of Long Beach Director, Human Resources
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 Unit program.
DAY 1 DAY 2 Day 3 Day 4 Day 5
The Worldwide
Transportation System
The Harbour and the Vessel
Voyage
Tariffs, Terminal Regulations
and Operating Plans
Property Management Trends, Automation and
Climate Change
The International Port
Industry
Marine Terminal Operations
Safety and Security
Facility Management
Practical Exercise
Language of the Industry
Cargo Management
Risk Management
Administration and Finance
Evaluation
Port Governance and
Management
Transportation Pricing Emergency Planning and
Response
Public and Media Relations
Awarding of Certificates
The Marine Terminal Regulatory Requirements
and Legal Issues
Business Development and
Marketing
Strategic and Master
Planning
Overview
1 (866) 219-6563 [email protected]
www.certifiedportexecutive.com
Public Classes & InCompany,
Custom Group Classes
The public Certified Port Executive program
is presented over 5 days in a small class
setting of 1015 students. Courses are
available in major port cities across North
America
InCompany, custom, group classes are
designed for groups of participants
from the same organization and are
presented at a time and place of the
sponsor’s choosing.
Participant Benefits
Participants acquire real world
knowledge of port and terminal
operation and management.
New talent acquisitions are quickly
onboarded into the industry and
demonstrate accelerated 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.
"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 program is held in
major port cities around
North America and in
the Caribbean.
Overview
1 (866) 219-6563 [email protected]
www.certifiedportexecutive.com
Who should attend?
• Port authorities
• Marine Terminal Operators
• 3PLs
• Rail companies
• Vessel operators
• Importers and exporters
• Intermodal transportation companies
• Dockyard, navy and military personnel
• Coast guard officials
• Local, state and federal government officials
• Maritime Lawyers
• Consulting engineers
"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.
1 (866) 219-6563 [email protected]
www.certifiedportexecutive.com
In-Company Training for Teams
Many organizations find that incompany/Group
delivery of the Certified Port Executive program
meets the needs of a larger number of managers
more quickly.
Why consider incompany/Group
training for your team?
TIME EFFECTIVE
Having a Certified Port Executive Program
instructor lead a course on your premises
minimizes outofoffice time and eliminates the
need for employee travel to and from an offsite
training location.
COST EFFECTIVE
Incompany/Group training eliminates or
greatly reduces the travel, lodging and
per diem costs associated with offsite
training. Estimated savings are significant
for larger groups.
TAILORED TO YOUR COMPANY’S
REQUIREMENTS
Incompany/Group, custom training allows
for greater tailoring of the course content to
an organization’s specific requirements. A
closed class, in company environment also
allows for private discussion about inter
environment also allows for greater
openness and discussion about internal
company issues.
1 Time effective
2 Cost effective
3 More managers trained quickly
4 Tailored to your requirements
Alumni Profile
CPE Certified Port Executive Alumni. Who are they?
Currently, of the 600 in the program,
48% are management from
representing 85 different Port
Authorities, 25% are management
representing 75 different marine
terminal operators. The balance of
Alumni come from supply chain
stake-holders.
Alumni by Industry Segment
Alumni attend from 13 countries with the largest representations from the United States (57%) and Canada (35%).
Alumni by Country of Origin
Alumni Titles
Alumni by Cargo Type
Alumni Profile
Generally speaking, 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 - Security, Port Tampa Bay
"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, Certified Port Executive
Alumni, Chief Commercial Officer, Port of Long
Beach
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)
Day 5
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/
Practical Exercise
Evaluation
Awarding of Certificates
Course Tuition & Contact Course tuition covers:
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.
Please visit www.certifiedportexecutive.com for schedule of dates and cities, and for more
information please contact:
Toll Free: 1 (866) 219-6563, ext. 104
Tel: 1 (902) 425 - 3980
Email: [email protected]
Notes