Exporting Research Materials Virtual Course

Do you have foreign nationals in the workplace? Ship biological materials (or genetic elements) out of the U.S.? Export Select Agents? Ship items that cost more than $2,500 out of the U.S.? Is your software controlled? Do you have controlled “development” technical research?

This course targets individuals with exporting responsibilities, including deemed exports, at universities and biotech companies.


Participants will learn about the fundamental research exclusion and the impact deemed exports have on your organization. Participants will learn to understand the six terms of use as they relate to exports of intangible “technology.” There is more to shipping than classification, labeling and marking. When shipping anywhere outside the U.S., including Puerto Rico, there also are licensing, under-invoicing, and ITN numbers from the U.S. Census Bureau to consider. During this workshop, participants will learn about the SNAP-R Program and how the International Traffic and Arms (ITAR) Regulations fit into exporting. Troublesome clauses in contracts will be covered. This course will discuss which pathogens and lab equipment require a license when exporting, how to obtain a license, Census Bureau requirements, recordkeeping, and much more.


  • Describe the exporting agencies and what items and technology they regulate
  • Recommend strategies for implementing an export management plan
  • Recognize situations where export controls apply


Deborah Howard, MPH, CBSP

Deborah Howard is the Global Environment, Health and Safety Biological Materials Manager for BASF where she has oversight of greenhouses, laboratories, inoculant and fermentation sites.  She has been the Biosafety Manager at BASF (Bayer buyout in 2018) since May 2014 and was named Global Biosafety Expert in August 2020. Deborah has extensive experience with Select Agent regulations, exporting, greenhouse, arthropods, genetically modified plants and animals. She has over 30 years of experience in health and safety and knowledge of regulations including NIH, OSHA, EPA, APHIS, and USDA. Previously, she was the Biosafety Manager at UNC Chapel Hill.F

Daniel Vick, MBA

Daniel Vick is the Director of the Office of Export Controls at Duke University. In this role he collaborates with faculty, staff, and students to facilitate compliance with the multitude of export, import, and research security regulations impacting the university. Daniel has spent 18 years total in the international trade field, from logistics to finance to compliance. Since 2009 Daniel has mainly focused on export compliance in a research setting, working with universities and industry.

Continuing Education Credit

Attendees will receive 1.0 CM points for registered Biosafety Professional (RBP) and Certified Biosafety Safety Professional (CBSP) Maintenance.

Wednesday, March 24, 2021 (Day 1)

Welcome & Introductions
Suzanne Wilkison

Deborah Howard, MPH, CBSP
Global EHS Biological Materials Manager

Daniel Vick, MBA
Director, Office of Export Controls
Duke University

Topic 1: What are Export Controls?

  • Regulating Agencies
  • Public Policy
  • History
  • Penalties


Topic 2: What is an Export?

  • Physical
  • Deemed
  • Services

Topic 3: What is Controlled?

  • Items
    • Control lists: BIS/DDTC/DOE/FWS
  • Technolog
  • Services


Topic 4: Physical Exports in Depth

  • Shipping
  • Travel
  • Re-exports

Topic 5: Deemed Exports in Depth

  • Transfer
  • Release
  • “Use”

Topic 6: Exemptions/Exceptions/General Licenses

  • Where to Find
  • Public Domain Concept
  • Troublesome Clauses


End of Day 1

Thursday, March 25, 2021 (Day 2)

Suzanne Wilkison

Deborah Howard, MPH, CBSP
Global EHS Biological Materials Manager

Daniel Vick, MBA
Director, Office of Export Controls
Duke University

Topic 7: 10 General Prohibition

Topic 8: Key Issues for Universities and Corporations

Topic 9: Applying for Licenses

  • DOE
  • OFAC


Topic 10: Troublesome Clauses

Topic 11: Case 1 – Physical Export

Topic 12: Case 2 – Deemed Export






Event Details
  • Wednesday, March 24
    10:00 a.m. – 2:30 p.m.


    Thursday, March 25
    10:00 a.m. – 1:30 p.m.

  • Registration Price
    •  For employees of NCABR member organizations: $250
    •  For others: $300


    Registration closes March 19, 2021.

  • Who Should Attend:
    • Biosafety professionals

    • Safety professionals

    • Shippers

    • Exporters

  • Cancelation Policy
    Orders canceled on or before March 19, 2021, are eligible for a full refund.


    Orders canceled after March 19, 2021, are not eligible for a refund.

  • Substitution Policy
    A substitution from the registrant’s organization is permitted.
    Please notify Virginia Crisp at the contact info below at least seven days in advance of the course.

  • Questions?
    Contact Virginia Crisp
    Program Coordinator,
    Member Services & Support
    at vcrisp@ncabr.org
    or 919-785-1304 x202