Virtual Product Responsibility Summit 2020

 The PPAI Virtual Product Responsibility Summit offered education focused on the most-pressing business implications, challenges and opportunities associated with compliance. Like our past live events, Summit was facilitated by industry thought leaders, subject matter experts and leaders in compliance.

This year the focus was on vetting supply chains in a flash, introducing new product categories while remaining compliant, and everything related to personal protective equipment (PPE).

Thank You To Our Sponsors & Event Exhibitor

Event Highlights

MAS/CAS Certification Credits

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This Year's Topics

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Event Speakers

 Robert Adler 


 U. S. Consumer Product Safety Commission (CPSC) 

 Kim Bakalyar 

 Chief Compliance Officer 


 Andy Blahnik 

 Quality and Compliance Manager 


 Paul Bellantone, CAE 

 President & CEO 


 Eddie Blau 


 Innovation Line 

 Nat Bullock 

 Product Responsibility and Global Services Manager 


 Rick Brenner, MAS+ 

 President & CEO 

 Product Safety Advisors/Logical Advisors 

 Brian Campbell 

 Director Of Supply Chain Compliance 


 Neal Cohen 


 Neal Cohen Law 

 Cheron Coleman 


 Vice President Product Development & Global Supply 

 Nathan Cotter 

 Vice President 

 Hit Promotional Products, Inc. 

 Susan DeRagon  

 Senior Technical Consultant 


 E. Chase Dressman 


 Taft Law 

 Kyle Earing 

 Vice President of Quality and Operations 

 Blink Marketing 

 Leslie Fair 


 Federal Trade Commission (FTC) 

 Cheryl A. Falvey 


 Crowell & Moring 

 Emily Gigot 

 Sustainability Manager 


 Josh Grauso 

 Senior Manager-Food Safety & Quality System Audits 


 Kyle Hach 

 Chief Operations Officer 

 Raining Rose Inc. 

 Sandeep Jain 

 Vice President of Supply Chain 

 Imagen Brands 

 Pierre Montaubin 

 Vice President Product Management and Sourcing 

 BIC Graphic North America 

 Maurice Norris 

 Public Affairs Manager 


 Chris Pearson 

 Director of Compliance 

 Spector & Co. 

 Shamini Peter  

 COO & Head of Compliance  

 Axis Promotions Powered by Halo 

 Lenny Polakoff 



 Annette B. Santamaria PhD MPH DABT 


 J S Held 

 Kathleen Sanzo 


 Morgan Lewis and Bockius 

 Suzanne Schwartz, MD, MBA 

 Deputy Director 

 US Food & Drug Administration (FDA) 

 Anne Stone, CAE 

 Director of Advocacy and Member Engagement 


 Denise Taschereau 

 Chief Executive Officer and Co-founder 


 Nury Turkel 


 United States Commission on International Religious Freedom (USCIRF) 

 Sharon Waxman 


 Fair Labor Association 

 Rosanne Webster 

 Chief Information Officer 

 SnugZ USA 

 Suzanne Worwood 

 Senior Vice President Of Merchandising & Supply Chain 


 Heather Wunderlich 

 Compliance Manager 


Event Agenda

Sunday, September 13, 2020


Community Service Project

10:00 AM - 5:00 PM

Registration Open

12:30 PM - 1:30 PM

Optional Programming: New To Compliance Panel Discussion

· Industry Member Panelists
· Anne Stone, PPAI (moderator)

This session is strongly recommended for anyone new to compliance. A panel of seasoned compliance pros will share simple tips and techniques to help you keep up with all of your product responsibility obligations.

1:30 PM - 2:30 PM

Agency Alphabet Soup: CDC, CBP, CPSC, DOT, EPA, FDA, FTC, OSHA, TSA—

Who does what and what do I need to know about each of these agencies?

· Industry Member Participants & Moderated

The session will address the various regulatory bodies that have some level of oversight on our businesses and identify what they do and how they interact with our industry. We’ll use the ever-popular PPE category to illustrate the challenges of multiple regulatory jurisdictions.

3:00 PM - 4:00 PM

Key Compliance Partner – How Do You Maximize Your Effectiveness In Working With A Third Party Test Facility?

Your third-party test lab may be your secret weapon in maximizing your compliance obligations. This session will identify best practices when working with the lab and will address critical questions including how to read a test report, how do you set up a test protocol when you pivot to a new product, what should be included in a protocol including claim verification and how to handle customer expectations that exceed Federal and state requirements.

6:30 PM - 8:30 PM

Opening Dinner

Monday, September 14, 2020

7:30 AM - 8:30 AM

Optional Programming: Product Safety 101

— For Those New To Compliance
· Susan DeRagon, QIMA
· Maurice Norris, PPAI

This session reviews the top compliance issues for the promotional products industry, with a focus on the Consumer Product Safety Improvement Act of 2008 (CPSIA). Promotional products professionals will be introduced to the Consumer Product Safety Improvement Act (CPSIA), specific regulations concerning promotional products and other mandatory and voluntary standards. The content is appropriate for both suppliers and distributors. This course is required to attain the CAS designation, but attendees do not need to pursue a CAS to attend this session.

9:15 AM - 10:15 AM

Contingency Planning – Supply Chain & Product Responsibility

This panel discussion will address the need for continual contingency planning with a focus on the lessons 2020 forced us to learn.  It will include the need to continually assess the risk of top-selling products and how their demand in emergency situations is affected, ways to identify alternative sources for key products, assess capacities in current supply chain and potential alternatives, identification of potential thrid-party lab alternatives in the event a lab or entire company is shut and the need for cloud back-up of product and compliance files and ensure they can be remotely accessed securely.

10:15 AM - 11:15 AM

Best Practices In Vetting The Supply Chain In A Flash

2020 prompted this industry to shift focus, change production methods, and focus on new product categories while maintaining product responsibility integrity. This session will use PPE as a case study to identify lessons learned including how to identify minimum requirements for a new factory or supplier relationships, minimum product testing, and social requirements as well as payment terms.

11:30 AM - 12:30 PM

Review Of PPE

1:15 PM - 2:15 PM

How Do You Protect The Brand While Navigating Uncharted Territory?

If 2020 taught us nothing else, it taught us how to pivot. This panel discussion will take a frank look at the challenges of managing expectations and pressures to expand product lines while ensuring compliance obligations are still maintained.

2:15 PM - 3:15 PM

End Buyer Panel

· Lenny Polokoff (Moderator)
· Tara Keckeisen, Uber

What keeps our customers up at night? What do our customers expect when sourcing promotional products? We all know what the client needs in order to rest assured when they hand out promotional products to their own customers…or do we? We’ll start with some general insight questions, venture a bit more in-depth, and then let participants ask the questions we may not have considered. Get the inside dish as a panel of end buyers shares their perspectives during this moderated discussion.

3:45 PM - 4:45 PM

What You Say Matters…

· Lesley Fair, FTC

Marketing claims shape a company’s identity and can set it apart from the competition. But if a claim is not truthful, you could be in trouble—particularly now. The FTC will take action against companies making untruthful claims—particularly related to COVID-19 and greenwashing statements. In this session, you will receive a seven-point checklist to help companies ensure their marketing claims stand up to the principles enforced by the FTC.

4:45 PM - 5:30 PM

Best Practice Sharing For Mitigating Risk And Managing Communication

Roundtable discussions will allow for in-depth conversation among small groups, focused on compliance challenges. Share lessons learned, solicit feedback for current challenges, and exchange ideas, knowledge and resources with industry colleagues.

Tuesday, September 15, 2020

9:00 AM - 10:00 AM

FDA Audit Activity And cGMP Best Practices

This session will address best practices when importing, distributing and labeling products regulated by the FDA. It will address the do’s and don’ts related to supply chain compliance, registrations and facility obligations, as well as vetting the supply chain and executing audits of both foreign and domestic facilities.

10:00 AM - 11:00 AM

What You Need To Know When Sourcing, Storing And Selling Hand Sanitizer

· SnugZ

This session will address the regulations and supply chain challenges surrounding hand sanitizer including compounding, storing, packaging and claims.

11:15 AM - 12:15 PM

Face Masks And Source Control…Our New Normal?

Source control is a relatively new addition to our lexicon and is now part of our new normal. There are a multitude of regulations association with surgical masks and respirators. Facemasks worn as source control can be manufactured or homemade and are not considered personal protective equipment (PPE). This session will delve into the regulations,  challenges and opportunities association with this product category.

1:00 PM - 2:00 PM

Antimicrobial Products Present Their Own Challenges

As products with antimicrobial properties become increasingly common in our industry, it is important to understand your obligations related to claims, registration, testing and more. This session will address how to evaluate the antimicrobial qualities of a product, what king of testing is required and challenges particular to this product category.

2:00 PM - 3:00 PM

What Are Your Health And Hygiene Obligations In Our New Normal?

This session will address facility-wide approaches to health and hygiene in both your domestic and international locations to ensure the safety of your team. 

3:15 PM - 4:15 PM

Recall Preparedness – What Do You Know About FDA Recalls?

Recall preparedness is a must, but with the recent pivot to PPE, it is essential that member companies are up to speed on not only CPSC recalls, FDA recalls. The session will identify best practices and tactics to ensure you are prepared in the case you are required to execute a recall.

4:15 PM - 5:00 PM

Where Do We Spend First As We Rebuild And What Are Our Priorities?

As we get comfortable in our new normal, we’re going to begin to plan with more confidence. This interactive session will assess trends, priorities and concerns related to product responsibility in the age of COVID-19.