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Continuing Education, For Everyone


Continuing education for Customs Brokers is a pillar of the Customs Broker Modernization Regulations. This requirement, supported by the NCBFAA, underscores the need for individual licensed brokers to stay abreast of changes within the regulations and practices of the industry. Most industries carry similar requirements for their licensed professionals, so it is not surprising that it has arrived for Customs Brokers. Per this regulation, all licensed brokers will be required to complete 36 hours of accredited training within the already established triennial reporting period. Failure to do so could result in a forfeiture of your individual Broker’s License. Customs is currently working to select accreditors, and implementation of the program should occur in the first half of 2024.

At CVI, we understand the need for continuing training, and not just for our licensed brokers. Recently, we established regularly scheduled training sessions. Each month, we select a single topic and take a comprehensive look to ensure we are current with the requirements and procedures necessary to meet best practices. These sessions usually target our brokerage department, but we hold broader sessions as well. While these are mandatory for the targeted departments, our entire staff is welcome to join in. Dubbed the “CVI School of Excellence,” this program is a cornerstone of CVI’s commitment to our employees and clients to provide better training and to attain the highest possible level of service. Our sales staff meets at least twice a year to discuss hot-button issues and to further their knowledge of our operational procedures and regulatory requirements.

Casey Murphy, our Assistant Director of Compliance and Customs Services, has also initiated a training class focused on the Broker’s Exam. She offers this class to assist any of our staff who may be interested in obtaining a broker’s license, but again, the class is open to others who may simply want to take a deeper look at what it means to be a broker. Utilizing past exams and a working knowledge of the regulations, Casey guides discussions on areas most often covered by the exam. These classes are offered outside our working hours and, unlike courses provided by other organizations, are free for our employees.

CVI also believes that part of our partnership with clients is to proactively provide information on emerging issues. We regularly provide client alerts addressing regulatory changes and hot-button issues with Customs. Rachel Shames, our Vice President of Pricing and Procurement, provides market updates to help clients navigate the ever-changing transportation landscape. Our senior staff is often asked to contribute to publications, present at events, or appear on panels addressing supply chain issues. We also volunteer to work with academic institutions such as Old Dominion University and Appalachian State University to help further their students’ knowledge of our industry.

An area that we find most rewarding is working with our clients to train and inform employees vital to their logistics program. We speak with clients on issues of Customs classification and the current supply chain situation on a daily basis. For more in-depth discussions, we will meet with clients in person or virtually to offer our expertise on issues they find most demanding. These sessions can be in the form of a short discussion or a longer presentation to a larger group of interested parties. Recently, we have worked with clients tackling issues such as the correct use of Incoterms, the classification process, and forced labor.

Continuing education is indeed for everyone. It is a necessity for companies who want to stay in front of changes, and it is a healthy and rewarding exercise for people. We all want to keep learning and be our best, and continuing education contributes to both. At CVI, we are committed to the growth of our people and the success of our clients. Let us know what we can do for you; it is our passion to be of service.


Sam McClure, LCB

Director of Compliance & Customs Services


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Meet one of CVI’s Customs Brokerage & Compliance experts, Sam McClure:

Sam serves as Director, Compliance and Customs Services for CVI. He serves as CVI’s corporate compliance officer and is responsible for overseeing all aspects of our Customs related services, including growth.

Sam started his career in 1977 with Waters Shipping Company in Charlotte, NC. He began as a document runner, soon becoming a leader in operations and customer service for the branch. Sam, along with Linda Masten, founded Central Carolina Shipping Inc. in 1983 as an independent Customs Brokerage firm where he served as Vice President for 26 years. Sam and Linda grew Central Carolina into a successful and highly respected member of the Carolinas trade community. When Charlotte opened their local chapter of the IFFCBA Sam was part of the organizing group and he headed the Customs committee for several years. Sam obtained his Customs Brokers License in 1984 and remained with Central Carolina until the company was acquired by CVI in 2009.

At CVI, Sam has held several positions in both the operations and sales departments. As an expert in U.S. Customs regulations, Sam is often called upon on to provide guidance to importers on Customs compliance issues. He makes regular presentations on matters related to importation and broader regulatory compliance.

– Sam McClure, LCB, Director of Compliance & Customs Services, CVI
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