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SMi's Offsets 2011 is well timed to provide you with updates on the latest European and International offset programmes and policies. This conference will examine and explore the fluid relationship between government and industry concerning defence and security acquisition. Over the years offsets have become a crucial tool for winning offshore business and developing positive commercial co-operation and are set to grow into the future.

Over the next five years the defence industry could face offset obligations of up to $150 billion USD, a significant growth on the previous five, as countries all over the world look to compensate for diminishing defence budgets with increased offset thresholds. This conference will examine the evolution and increase in offset requirements in the global defence markets as buyers continue to seek ever greater returns on their investment.

Offsets 2011 brings together key senior policy and decision makers from around the globe. Attend the event and network with international speakers and attendees representing the key growth markets for future offset led acquisition.

In Association with:

Offsets 2011 and Industrial Cooperation Bulgaria

Ministry of Economy, Energy and Tourism

Evening Drinks Reception Kindly Hosted By Saab

Click here to view the conference agenda

  • Hear about the EDA's assessment on the new code of conduct for European offset procedures
  • Explore how nations manage industrial cooperation in the absence of official policy
  • Assess the position of offset authorities across Europe, the Americas and the Far East
  • Take part in an interactive panel discussion and analyse how European offsets are affected by government austerity measures
  • Network with distinguished international speakers and attendees representing Brazil, Republic of Korea, Turkey, United States and many more........


Take part in our interactive training workshop; 'Implimenting and Managing Offset Programmes' in association with BNI Group
Click here for full details


  • Offset Programme Managers
  • Chief Executive Officer
  • Deputy Director General
  • Business Director
  • Managing Director
  • General Manager 
  • Offset Director
  • Economist
  • Vice Chairman
  • Director of Planning and Budgeting
  • Executive Director
  • Senior Government
  • Defence Industry Division 
  • Offset Programmes Department
Offsets Conference 2011

Past attendees have included representatives from: 

  • Thales
  • Raytheon
  • Selex Galileo
  • Lockheed Martin
  • General Dynamics
  • Astrium
  • Blenheim Capital
  • UK Ministry of Defence
  • Ministry of Defence, Russia
  • BAE Systems
  • UAE Offset Programme Bureau
  • National Offset Company, Kuwait
  • Ministry of Trade and Labour, Israel 
  • European Defence Agency
  • Turkish Aerospace Industries
  • Otokar
  • Teal Group
  • Industry Canada



Conference programme

8:30 Registration & Coffee

9:00 Chairman's Opening Remarks

Lindsey Shanson

Lindsey Shanson, Editor, Countertrade and Offset


Evgeny  Angelov

Evgeny Angelov, Deputy Minister of Economy Energy and Tourism , Ministry of Economy, Energy and Tourism

9:50 Developments in Bulgarian Offset Policy

Julian Nikolov

Julian Nikolov, Director Economic Policy, Ministry of Economy and Energy

• Understanding industrial cooperation and offsets in Bulgaria
• Bulgaria as an international partner
• Developments in official offset policy
• Integrating Bulgarian offset procedure with EU directives
• Future developments

10:30 Morning Coffee

10:45 Korean Offset Programme and Valuation Method

Jaeseok  Lee

Jaeseok Lee, Senior Researcher , Defence Agency for Technology and Quality, South Korea

• Providing support and assistance to UK companies
• Promoting UK exports through the use and development of mutually beneficial offset practices
• Managing offsets in the absence of an official policy
• Changes and developments in UK offset guidelines

11:25 Belgian Offset Practice

Luc Ballet

Luc Ballet, Acting Counsellor General, Federal Public Service Economy, Belgium

• National security considerations
• Offsets as a means to maintain and develop the technological base of Belgian industry

12:05 Defence Technology: Offsets, Procurement and Delivery

Per Magnus  Larsson

Per Magnus Larsson , Attorney-at-law, Armasuisse

• Swiss offset controls
• Technology transfer

12:45 Networking Lunch


Roger Bulgin

Roger Bulgin, Managing Director, Offsets 2000

Luc Ballet

Luc Ballet, Acting Counsellor General, Federal Public Service Economy, Belgium

Julian Nikolov

Julian Nikolov, Director Economic Policy, Ministry of Economy and Energy

Lars Ajaxon

Lars Ajaxon, Senior Advisor, SOFF

14:50 Offsets; good or bad for the European Defence Equipment Market ?

Jan Pie

Jan Pie, Secretary General , Swedish Security and Defence Industry Association

Observations of the current debate in EU

·       Pros and Cons of different offset practice scenarios

·       Advantages with  EDA’s Code of Conduct

·       Long term effects of the EU-commission principal line

·       Possible future options for smaller nations


15:30 Afternoon Tea

16:00 Offset Policies and EU Law

Aris  Georgopoulos

Aris Georgopoulos , Lecturer in European and Public Law-Advocate, Head of the Research Unit on Defence and Strategic Procurement, PPRG, University of Nottingham, UK

• The legal ramifications of an offset policy absence
• Extracting guidance from EU offset policy
• Maintaining accountability
• Is it necessary to outline specific offset practice?

16:40 Chairman’s Closing Remarks and Close of Day One

Lindsey Shanson

Lindsey Shanson, Editor, Countertrade and Offset

17:00 Drinks Reception - Sponsored by SAAB

8:30 Registration & Coffee

9:00 Chairman's Opening Remarks

Roger Bulgin

Roger Bulgin, Managing Director, Offsets 2000

9:10 Industrial Cooperation and Offsets in the Czech Republic

Pavel Zaboj

Pavel Zaboj, Secretary of the Offset Committee, Ministry Of Industry And Trade

• New Czech legislation governing offset controls
• Current procedures and practices
• Partnering with the Czech Republic

9:50 Strategy for Development of the Bulgarian Defence Technological-Industrial Base - BDIA Point of View

Dimitar Dimitrov

Dimitar Dimitrov, Head of Division (Support of research and applied activities), Institute of Metal Science, Equipment and Technologies with Hydroaerodynamics Centre

• Experiences and case studies
• Long-term strategy and goals for  the future

10:30 Morning Coffee


Eric  Longnecker

Eric Longnecker , Director, Strategic Analysis Division, US Dept Of Commerce

• US government offset policy
• Balancing the needs of contractors with anti-offset government policy
• The impact of offsets on the industrial base – do offsets harm job creation in the US?


Diógenes Lima Neto

Diógenes Lima Neto , International Projects Management, BAF’s Secretariat for Economy and Finances - SEFA, Brazil

12:20 Networking Lunch

13:20 Indian Offset Practices

Colonel (Ret'd) Rajiv Chib

Colonel (Ret'd) Rajiv Chib, Former Secretariat, DOFA, MOD India, Price Waterhouse Coopers

14:00 Pioneering Offset Solutions on the New Frontier of NATO

  • Brief snap shots of sourcing, investment promotion and debt placement as offset solutions with suggestions for offset policies.
  • Outline of tech transfer program utilizing cutting edge technology with innovative impact on host country’s economy and competitiveness. The role of the offset obligor in facilitating the application and exploitation of the technology
  • Dusan Bevc

    Dusan Bevc, Consultant, Business Consultancy and Agency

    James Barkas

    James Barkas, Managing Director, Business Network International

    14:40 Chairman’s Closing Remarks and Close of Day Two

    14:50 Afternoon Tea



    Implementing and Managing Offset Programmes

    Implementing and Managing Offset Programmes

    Sheraton Sofia Hotel Balkan
    9th February 2011
    Sofia, Bulgaria

    Sheraton Sofia Hotel Balkan

    5 Sveta Nedelya Square
    Sofia 1000

    Sheraton Sofia Hotel Balkan



    speaker image






    CPD stands for Continuing Professional Development’. It is essentially a philosophy, which maintains that in order to be effective, learning should be organised and structured. The most common definition is:

    ‘A commitment to structured skills and knowledge enhancement for Personal or Professional competence’

    CPD is a common requirement of individual membership with professional bodies and Institutes. Increasingly, employers also expect their staff to undertake regular CPD activities.

    Undertaken over a period of time, CPD ensures that educational qualifications do not become obsolete, and allows for best practice and professional standards to be upheld.

    CPD can be undertaken through a variety of learning activities including instructor led training courses, seminars and conferences, e:learning modules or structured reading.


    There are approximately 470 institutes in the UK across all industry sectors, with a collective membership of circa 4 million professionals, and they all expect their members to undertake CPD.

    For some institutes undertaking CPD is mandatory e.g. accountancy and law, and linked to a licence to practice, for others it’s obligatory. By ensuring that their members undertake CPD, the professional bodies seek to ensure that professional standards, legislative awareness and ethical practices are maintained.

    CPD Schemes often run over the period of a year and the institutes generally provide online tools for their members to record and reflect on their CPD activities.


    Professional bodies and Institutes CPD schemes are either structured as ‘Input’ or ‘Output’ based.

    ‘Input’ based schemes list a precise number of CPD hours that individuals must achieve within a given time period. These schemes can also use different ‘currencies’ such as points, merits, units or credits, where an individual must accumulate the number required. These currencies are usually based on time i.e. 1 CPD point = 1 hour of learning.

    ‘Output’ based schemes are learner centred. They require individuals to set learning goals that align to professional competencies, or personal development objectives. These schemes also list different ways to achieve the learning goals e.g. training courses, seminars or e:learning, which enables an individual to complete their CPD through their preferred mode of learning.

    The majority of Input and Output based schemes actively encourage individuals to seek appropriate CPD activities independently.

    As a formal provider of CPD certified activities, SMI Group can provide an indication of the learning benefit gained and the typical completion. However, it is ultimately the responsibility of the delegate to evaluate their learning, and record it correctly in line with their professional body’s or employers requirements.


    Increasingly, international and emerging markets are ‘professionalising’ their workforces and looking to the UK to benchmark educational standards. The undertaking of CPD is now increasingly expected of any individual employed within today’s global marketplace.

    CPD Certificates

    We can provide a certificate for all our accredited events. To request a CPD certificate for a conference , workshop, master classes you have attended please email events@smi-online.co.uk

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