The U.S. Department of State (DOS) has updated the Foreign Affairs Manual (FAM) to create a new “Specialized Trainer” category within the B-1 business visitor classification. The change may provide multinational companies with greater flexibility when bringing foreign experts to the United States. For years, some companies have struggled with the often-blurry line between permissible B-1 business activities and employment requiring a work-authorized visa such as H-1B, L-1, E-2, or TN status. The new guidance does not eliminate those distinctions, but it does create a clearer pathway for certain foreign nationals whose primary purpose is to transfer specialized knowledge rather than perform productive work in the United States.

What Changed?

DOS revised 9 FAM 402.2 to add a standalone “Specialized Trainers” provision at 9 FAM 402.2-5(E)(2). Under the new guidance, a foreign national may qualify for B-1 classification if he or she is traveling temporarily to the United States to provide training or transfer knowledge to U.S. workers regarding specialized or proprietary techniques, skills, or know-how necessary for industrial equipment, machinery, or processes that have been acquired from or sourced through a company outside the United States.

To qualify, the individual must:

  • Possess unique knowledge that is not widely available in the United States;
  • Travel to the United States on a temporary basis;
  • Be involved in a qualifying project connected to foreign-sourced equipment, machinery, or processes; and
  • Receive no remuneration from a U.S. source.

The FAM also instructs consular officers to annotate visas issued under this provision with the notation “B-1 SPECIALIZED TRAINER.”

Why This Matters

The significance of this change lies not only in the creation of a new category but also in what it may suggest about the government’s evolving view of modern business operations. Historically, the B-1 classification permitted certain commercial or industrial workers to install, service, repair, or train workers regarding equipment purchased from a foreign company, but the training component was closely tied to the installation or servicing function. Companies sometimes encountered situations where a foreign expert needed to transfer proprietary knowledge relating to a manufacturing process, technology platform, industrial workflow, or specialized production method, yet did not clearly fit within existing B-1 guidance.

The new Specialized Trainer category appears to acknowledge that global businesses increasingly rely on the movement of knowledge, rather than simply the movement of equipment. In many industries, the true value of a foreign acquisition is not the machinery itself but the expertise required to use it effectively. Whether involving advanced manufacturing, semiconductor production, renewable energy systems, artificial intelligence applications, pharmaceuticals, or industrial automation, some companies need foreign specialists to train U.S. personnel on proprietary techniques that cannot easily be replicated by local workers. The revised guidance provides a more direct framework for these scenarios.

A Potentially Broader Category Than Before

The Specialized Trainer provision appears broader than the traditional commercial or industrial worker framework.

Under the older guidance, training activities were often tied directly to installation, servicing, or repair obligations arising from a sales contract. The new language focuses more broadly on the transfer of specialized knowledge related to foreign-sourced equipment, machinery, or processes. This distinction may create opportunities for companies that acquire technology, proprietary production methods, or specialized industrial systems from foreign affiliates or vendors, even when a traditional installation or service agreement does not exist.

That said, employers should not view this as an unrestricted expansion of B-1 eligibility. DOS did not create a general category for foreign nationals to provide training in the United States. Rather, the training must still be connected to specialized knowledge involving foreign-sourced industrial equipment, machinery, or processes, and the applicant must possess expertise that is not readily available in the U.S. labor market.

What Activities Remain Prohibited?

As with all B-1 classifications, an important limitation remains unchanged: the foreign national cannot engage in productive employment in the United States.

This distinction will continue to be critical during visa adjudications and inspections at ports of entry. The foreign national’s primary purpose must be knowledge transfer and training. If the individual is actually performing day-to-day operational work, filling a position in the U.S. workforce, directly providing services to customers, or otherwise engaging in productive labor, a work-authorized visa classification may still be required.

Similarly, the FAM expressly requires that the individual receive no remuneration from a U.S. source. Foreign payroll arrangements therefore remain an important part of compliance planning. Companies utilizing this category should consider documenting foreign employment, compensation arrangements, and the temporary nature of the assignment.

Employer Considerations

For multinational companies, manufacturers, technology firms, and industrial enterprises, the new guidance creates an opportunity to revisit situations that may previously have required more complicated immigration solutions.

Employers should consider whether upcoming projects involve:

  • Installation of foreign-sourced equipment;
  • Implementation of proprietary manufacturing processes;
  • Technology transfer initiatives;
  • Specialized training for U.S. personnel;
  • Knowledge-sharing programs involving foreign subject-matter experts; or
  • Short-term assignments focused on operational training rather than productive work.

Where the facts align with the new FAM guidance, the B-1 Specialized Trainer category may offer a faster and more efficient alternative to traditional work-authorized classifications. However, because the category is new, stakeholders may seeconsular posts and U.S. Customs and Border Protection (CBP) officers develop their own interpretations regarding the scope of permissible activities and what requirements must be met for a “qualifying project.” Documentation, including evidence regarding the proprietary nature of the knowledge being transferred, the foreign source of the equipment or process, the applicant’s unique expertise, and the absence of U.S.-source remuneration, may be critical.

Looking Ahead

The addition of the Specialized Trainer category represents a meaningful expansion of B-1 business visitor eligibility in recent years. While it does not fundamentally alter the longstanding prohibition on employment in B-1 status, it provides greater clarity for companies that need foreign experts to transfer highly specialized knowledge to U.S. workers. For employers operating in increasingly global and technology-driven industries, that clarification may prove valuable.

As consular officers, CBP, and employers begin applying the new guidance in practice, additional questions may emerge regarding the boundaries of permissible training activities and the documentation needed to support these applications. Companies considering use of this category may wish to evaluate the facts of each case to confirm that the proposed activities fit squarely within the new FAM framework and do not cross into unauthorized employment.

The update serves as a reminder that while some stakeholders view the B-1 category, it continues to evolve alongside the realities of international business, technology transfer, and global workforce mobility.

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Photo of Kate Kalmykov Kate Kalmykov

Kate Kalmykov is based in our New York and New Jersey offices and has over two decades of experience in business immigration matters. Kate currently Co-Chairs the Global Immigration & Compliance Practice at Greenberg Traurig. In this role, she works with employers of

Kate Kalmykov is based in our New York and New Jersey offices and has over two decades of experience in business immigration matters. Kate currently Co-Chairs the Global Immigration & Compliance Practice at Greenberg Traurig. In this role, she works with employers of all sizes across a variety of industries in understanding and complying with the immigration laws relating to the hiring and retention of foreign talent. Specifically, her practice focuses on supporting clients and advising them on temporary and permanent residency immigration options for multi-national executive, business, scientific, and information technology personnel. In addition, her practice provides support to companies in the global transfer of personnel. Known by her clients for her out-of-the-box thinking, responsiveness and hands-on approach, Kate is often called upon to assist in developing immigration options and strategies in the most unique circumstances and to respond to complex Requests for Evidence (RFEs), Notices of Intent to Deny (NOIDs) or to appeal denied cases. Likewise, she has also been instrumental in developing employer compliance programs for DOL related filings including H-1Bs and PERMs, as well as for I-9 employment eligibility verification. To this end, she develops and conducts nationwide I-9 compliance trainings and policy manuals for human resources personnel, advises on best practices for E-Verify employers, provides guidance on avoiding immigration-related unfair employment practices claims and has defended and minimized penalties in immigration-related government audits. Kate regularly works with professionals from the firm’s labor, employment, tax and benefits groups, to provide strategic planning on immigration issues within a cross-border framework.

Kate also has deep experience working on all aspects of the EB-5 immigrant investor program. Kate has worked with real estate developers, private equity funds, and other organizations on applications to designate new EB-5 Regional Centers, applications for pre-approval of EB-5 projects; having projects adopted by existing EB-5 Regional Centers; structuring projects to be EB-5 compliant, the sale of existing EB-5 Regional Centers, preparing template I-526 petitions and advice on structuring direct EB-5 projects. Pursuant to the requirements introduced under the EB-5 Reform and Integrity Act, Kate works with EB-5 Regional Centers, EB-5 Projects, Overseas Migration Agents and Broker/ Dealers to develop internal programs for ongoing compliance and to prepare USCIS I-956, I-956F, I-956,G, I-956H, I-956K submissions. Kate has represented thousands of investors in obtaining their green cards through EB-5 regional center projects, as well as direct EB-5 investment opportunities. She also represented and structured the largest EB-5 offering in the Program’s history and has over the course of her career structured over $12 billion in EB-5 deals.

Within the field of immigration law, Kate is a well-known speaker and author. She is often called upon by various media outlets to comment on topics of business immigration law including the Real Deal, the Wall Street Journal, and Law360. Kate has appeared on numerous TV programs related to immigration law including CNN, the Stoler Report, Vietface TV, and China Business Network. Kate is also a prolific writer on the topic of immigration and has been published in immigration practice handbooks for the American Bar Association, American Immigration Lawyers Association, ILW, and in news periodicals that include the New Jersey Lawyer, the New York Law Journal, the New Jersey Law Journal, USA Today, GlobeSt.com, and the Commercial Observer. At the request of the American Bar Association, Kate co-authored the book “What Every Lawyer Needs to Know About Immigration Law,” a guide for non-lawyers on immigration law practice. She has sat on numerous bar association related committees including the American Immigration Lawyers Association EB-5 Practice Committee, the New Jersey Business Immigration Coalition and has chaired the American Bar Association’s, Committee on Immigration and Naturalization, Section of Administrative Law since 2011. Kate has been recognized in various legal surveys including Chambers Global, New York Super Lawyers, the New Jersey Law Journal who ranked as her as a “New Leader of the Bar,” (formerly 40 under 40) in 2012, NJBIZ “Best 50 Women in Business,” 2019, National Law Review, “Go-To Thought Leader: Immigration Law,” 2022, and Lawdragon 500, Leading U.S. Corporate Employment Lawyers, 2020-2022.

Kate is devoted to pro bono matters and has spent extensive time helping clients fleeing conflict and persecution with asylum applications, applying for and obtaining Temporary Protected Status and Humanitarian Parole.