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Contains 3 Component(s) Includes a Live Web Event on 09/25/2024 at 2:00 PM (EDT)
Are ESOP’s a suitable form of ownership in construction? Understand the risks.
Are ESOP’s a suitable form of ownership in construction? Understand the risks.
On this NASBP Virtual Seminar, surety experts explore all components of employee stock ownership plans, including the advantages and disadvantages, legal best practices, claims examples, and more.
Proper succession planning has long been of paramount importance to both construction company owners and their sureties. With the aging ownership population in this industry, solving for this risk while keeping in mind the best interests of all parties is an ever-increasing challenge. The lack of proper succession planning and the improper execution of succession plans have historically proven to be risk factors that can lead to contractor difficulties and, often, to failure. If executed correctly, however, ESOPs can be a viable vehicle to facilitate ownership transfer and perpetuate a company.
Frank Brulenski
Manager, Construction Consulting Services
Liberty Mutual Surety
Frank came to Liberty Mutual Surety with more than 35 years of diversified experience in the accounting field. This included working concurrently in two areas of specialized expertise: (1) traditional financial statement audit and accounting engagements and (2) litigation support and forensic accounting matters. With his experience including construction clients in commercial and residential real estate, Frank brings a well- rounded approach to a broad scope of issues that contractors face. The financial statement engagement-based experience serves Frank well in his ability to assess business operations, internal control environments, financial position, and operating results quickly and acutely. His litigation support and forensic accounting experience includes a broad range of frauds, investigation settings, industries, business types, and clients. Frank is a Certified Public Accountant with PA and NJ licenses and he holds a BS in Accounting.
Chris Garcia
Contract Underwriting Officer
Liberty Mutual Surety
Chris Garcia joined LM Surety (Safeco) in September 2001 as a field underwriter for Core Contract in the Pleasant Hill, CA office. He has held many positions throughout his tenure at LMS, including Contract Bond manager of the Denver, Colorado office and is currently an Underwriting Officer for Core Contract in the Western Region. Chris has been in his current role for the past 8 years and has worked at Liberty Mutual for 25 years.
Travis Remick
Chief Underwriting Officer, Contract Surety’
Liberty Mutual Surety
Travis Remick is Chief Underwriting Officer, Contract Surety at Liberty Mutual Surety. Travis started his surety career at Insurance Company of the West in 1994. In 1995, Travis joined Liberty Mutual Surety, and from 1999-2016 served in a territory management capacity in the Portland, San Francisco, and Seattle markets. In 2016, Travis transitioned to the Home Office and now oversees Contract Surety underwriting for Liberty’s Western region. Travis graduated from Western Washington University with a Bachelor of Arts degree in Business Administration/Finance.
See your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.
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Contains 3 Component(s) Includes a Live Web Event on 09/11/2024 at 2:00 PM (EDT)
Most leadership teams are formed based upon areas of responsibility, title, or market sector while focusing on building a high-trust, focused, and efficient team is left to “figure out later”.
Most leadership teams are formed based upon areas of responsibility, title, or market sector while focusing on building a high-trust, focused, and efficient team is left to “figure out later”. High-performing leadership teams don’t come together by chance. Leaders of those teams build and lead their teams intention and consistency. How well is your leadership team performing? This session will focus on:
- The key elements that make up a high-performing team
- How to build trust and connection among a group of diverse perspectives, motives, and preferences
- Methods to focus and align a team to perform well
- Brief case studies and lessons learned
Kim Gruenauer
Founder and CEO
Greenmeadow Group
Kim is the Founder & CEO of Greenmeadow Group. Kim brings over 14 years of experience providing Executive-level leadership & organizational development for over 175 companies. She has led and managed over 280 executive leadership consulting and advising engagements with international and domestic companies ranging from $1M to $30B in annual revenue.
Kim has a proven track record of growing a professional services business by 21% CAGR over a seven-year period and successfully leading a high-performing team of 40+ professionals based in eight different cities. Kim has established trusted advisor relationships with over 35 Executive leaders, advising them on building and growing a sustainable business, healthy leadership practices, and leading high-performing teams. She is an ICF Certified Coach and iPEC Certified Professional Coach specializing in executive, leadership, and business coaching.
Prior to founding Greenmeadow Group, Kim was the Leadership & Organizational Development Practice Leader & Partner with FMI Corporation. She developed a deep expertise in consulting, advising & coaching companies in the built environment including engineering, construction, owner developers, building product manufacturers and other industry partners. Kim’s career experience also includes law firms, human resources, real estate, startup companies, and nonprofit organization work.
Kim continues to consult the built environment and organizations in healthcare, technology, professional services, and entrepreneurial startups. She specializes in the following areas of expertise:
Kim holds a Master of Science in International Business from the University of Colorado at Denver. She holds a Bachelor of Science in Organization & Innovation Management and a Bachelor of Arts in Spanish from Colorado State University. She is bilingual in English and Spanish.
Greenmeadow Group is based in Denver, Colorado and operates domestically and internationally.
Stefanie Putter, PhD
Senior Consultant
Greenmeadowgroup
Stefanie is a Senior Consultant with the Greenmeadow Group. She brings more than 13 years of experience as a talent management and organizational effectiveness expert, working as an internal consultant in multiple Fortune 100 companies and external consultant with mid-market and large enterprise organizations spanning a variety of industries. With a Ph.D. in Industrial and Organizational Psychology, Stefanie applies the science of human behavior to help drive individual and organizational growth.
Stefanie is known for building deep relationships with her clients and executing people-driven business solutions that making a lasting impact. Working internally, she learned how to form strong partnerships with diverse groups of stakeholders to deliver high-quality programs at scale. Working externally, she earned trust quickly to become a sounding board for her clients as they were navigating complex and sensitive people challenges across their business.
Prior to joining Greenmeadow Group, Stefanie worked as a global careers program manager owning the strategy and rollout of a new talent review tool, process, and philosophy to 200+ HR leaders and ~2000 Director/VP level business leaders. Stefanie also worked as a senior manager of talent management and Diversity, Equity & Inclusion (DEI) where she led the Division-wide talent strategy and served as a strategic talent partner to leaders across 7 shared services functions (totaling ~7000 employees) and 5 HR Vice Presidents. Stefanie’s consulting experience also spans across the construction, manufacturing, oil & gas, mining, and cyber security industries.
Stefanie has deep expertise and passion for work in the following areas:
- •Leadership Development
- •Talent Management
- •Succession Planning
- •Executive Assessment
- •Leadership Coaching
- •Training Development & Facilitation
- •Change Management
- •Organizational Surveys
- •Diversity, Equity & Inclusion
In addition to her PhD, Stefanie holds a Master of Science in Industrial and Organizational Psychology from Colorado State University and a Bachelor of Arts in Psychology from the University of Rochester. She is certified in the Hogan personality assessment battery, bts Executive Presence Index 360, and Zenger Folkman Extraordinary Leader 360 assessment tools. Originally from central New York, Stefanie currently resides in Denver, Colorado with her husband, Matt, and two rescue pups.
See your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.
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- Non-member - $199
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Contains 307 Product(s)
Registration for the 2024 NASBP Virtual Seminar Annual Subscription is now open and available only for NASBP Members, Affiliates, and Associates. For just $999–that’s almost half of what you would pay if you purchased each of the nearly two dozen 2024 Virtual Seminars individually.
Registration for the 2024 NASBP Virtual Seminar Annual Subscription is now open and available only for NASBP Members, Affiliates, and Associates. For just $999–that’s almost half of what you would pay if you purchased each of the nearly two dozen 2024 Virtual Seminars individually.
Multi-Subscription Discount
NASBP also continues to offer a multi-subscription discount for subscribers from the same organization. This discount is available online for the enrolled member/location(s) of a NASBP Member and for participants from branch location(s) of an Affiliate member. For a Member or Affiliate to be eligible for a multi-subscription discount, one enrolled Member or Affiliate from the same organization must have already purchased the Virtual Seminar Annual Subscription at the $999 fee. Then, when another enrolled member/location of that same organization registers, they will be charged only the $259 multi-subscription discounted rate. If you are not seeing the discounted rate, please contact Professional Development at prodev@nasbp.org and request a multi-subscription discount registration code.
All NASBP Virtual Seminar Annual Subscribers will automatically:
- Be registered for all live Virtual Seminars held in 2024;
- have access to recordings of all Virtual Seminars held in 2024 and
- have access to the library of more than 270 past Virtual Seminars on-demand throughout the year!
Interested in registering 19-plus locations? Additional discounts are available. Please contact NASBP Professional Development at prodev@nasbp.org for more information.
Each purchased registration, regardless of rate, grants access to one computer login/phone connection per physical location.
NASBP Virtual Seminar Annual Subscriptions are non-refundable and cannot be pro-rated.
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Contains 119 Component(s) Recorded On: 04/01/2020
NASBP's goal with Let's Get Surety is to pull back the curtain and get industry leaders and experts to open up and give an insider look at the surety industry. We promise each episode will be an engaging listen for everyone, whether you are a surety professional, industry stakeholder or just interested in learning more about surety! Listeners will hear surety stories, legislative updates, unique approaches to current challenges facing the industry, as well as trends and tips. Join our host Kat Shamapande and fun co-hosts and guests as we bond over bonding and discuss the world of surety and how it affects and improves our everyday lives!
If you have ever gone to a school or a park, attended a large sporting event, rode on a bus, driven on a highway, bought imported goods, or sent a wire transfer, you have been protected by the surety product. Though many of us in the surety industry are in touch with this reality every day, it can often be something that those outside the surety industry or even some industry stakeholders don't always "get." That's why NASBP decided to launch, "Let's Get Surety!"
Our goal is to pull back the curtain and get industry leaders and experts to open up and give an insider look at the surety industry. We promise each episode will be an engaging listen for everyone, whether you are a surety professional, industry stakeholder or just interested in learning more about surety! Listeners will hear surety stories, legislative updates, unique approaches to current challenges facing the industry, as well as trends and tips. Join our host Kat Shamapande and fun co-hosts and guests as we bond over bonding and discuss the world of surety and how it affects and improves our everyday lives!
If you are interested in being a guest on the show or have a topic you want us to cover, drop us a line.
Find out more at https://letsgetsurety.org/!
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Contains 3 Component(s)
On April 23, 2024, the Federal Trade Commission (“FTC”) issued its final rule banning nationwide a large majority of non-compete agreements, with a few, limited exceptions (the “Rule”).
On April 23, 2024, the Federal Trade Commission (“FTC”) issued its final rule banning nationwide a large majority of non-compete agreements, with a few, limited exceptions (the “Rule”). The Rule renders future non-compete agreements unenforceable and it would invalidate existing non-compete agreements for many workers. The Rule’s future is uncertain and when its impact may be felt is in limbo. It must first survive litigation through our Federal Court system, which has been increasingly hostile towards administrative regulation. However, the Rule could affect a broad range of employers in the near future. This includes construction industry employers. This presentation will help Employers stay abreast of what is to come and be ready to consider other means of protecting their competitive business interests.
Kenny Cantrell
Attorney
Smith Currie OLES
KennyCantrell is a seasoned litigator with more than a dozen years of experience ina broad range of business and civil litigation matters. He represents owners,general contractors, subcontractors, architects, engineers and suppliers indisputes and also advises them on a variety of issues. Kenny is familiar withmany aspects of construction-related conflicts, including those involvingproperty, insurance liability and labor and employment matters. This broadknowledge base gives him a well-rounded view and an ability to handle almostany legal issue that may arise. He has put his litigation skills to use incases stemming from construction defects, negligent construction, breach ofcontract and commercial casualty actions. Kenny received his law degree fromThe University of Alabama School of Law and was the Notes Editor for the AlabamaCivil Rights and Civil Liberties Law Review.
Erica Maria Alvarado Gomez
Attorney
Smith Currie Oles
EricaMaria Alvarado Gomez represents owners, contractors and subcontractors on awide range of construction litigation matters, advising them to help achievebusiness goals and resolve problems. Prior to joining Smith Currie Oles, Ericalitigated commercial and first-party property insurance matters. Erica holds abachelor’s degree in economics from the University of Florida and a law degreefrom the University of Miami School of Law. She worked in anentrepreneurship-related internship giving her helpful insight into herclients’ businesses. Erica’s fluency in Spanish augments her excellentcommunication skills.
See your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.
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Contains 3 Component(s)
The presenters of this NASBP Virtual Seminar will examine pay-when-paid clauses and the potential implications to sureties and contractors of the decision in Crosno Construction, Inc. v. Travelers Casualty and Surety Co., 47 Cal. App. 5th 940 (2020).
Pay-when-paid clauses are perennially complex and vexing contract clauses, with the same language often interpreted differently from jurisdiction to jurisdiction, with outcomes frequently hanging on one or two varying words. The presenters of this NASBP Virtual Seminar will examine pay-when-paid clauses and the potential implications to sureties and contractors of the decision in Crosno Construction, Inc. v. Travelers Casualty and Surety Co., 47 Cal. App. 5th 940 (2020). Presenters Neelam Molnar and Neda Cate of SMTD Law will begin with a summary of the case and its possible impacts on the surety and construction industries and will conclude with a real-life application of the clause in connection with their representation of a surety client.
This NASBP Virtual Seminar has been rescheduled for Tuesday, July 30, 2024
Neda Cate
Construction Lawyer
SMTD Law LLP
Neda Cate is a construction lawyer with SMTD Law LLP, and has over ten years of experience in construction defect, contract and bid disputes, and representing general contractors and subcontractors in both public and private works of construction.
Neelam Molnar
Trial Lawyer
SMTD Law LLP
Neelam Molnar is an experienced trial lawyer in real estate and construction litigation with SMTD Law LLP. She represents sureties and contractors in all manner of litigation needs.
See your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.
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- Non-member - $199
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Contains 3 Component(s)
Construction is a risky business, and building strong and successful construction companies that can withstand the uncertain economic landscape is very important to surety professionals and their contractor clients.
Construction is a risky business, and building strong and successful construction companies that can withstand the uncertain economic landscape is very important to surety professionals and their contractor clients. On this NASBP Virtual Seminar, Jay Bowman of FMI will present the near-term, mid-term and long-term trends to be thinking about. He will cover case studies and distill the relevant factors that make companies unique and successful in any market.
• Understand the business imperatives for surviving in the construction industry
• Recognize the common mistakes contractors make
• Build a company fit for the next challenge
Jay will also give an outlook on the economic forecast and the trends that are driving the future of the built environment.
Jay Bowman
Partner, Managing Director of Research & Analytics
FMI
Jay Bowman is a partner with FMI. As Managing Director of Research & Analytics, Jay advises clients on various strategic decisions, including business diversification, market-entry, and competitive positioning. He also co-authors FMI’s annual US and Canada Markets Construction Overview, the most widely read in North America. Jay was also named one of the 50 most influential people in construction by Autodesk.
Jay provides pro-bono assistance to several industry groups, including Associated General Contractors of America, the National Center for Construction Education and Research, the Construction Industry Round Table, and the National Association of Women in Construction. Jay also serves on many business and nonprofit boards, including his alma mater, the University of Georgia’s Terry College of Business.
Jay earned his MBA from East Carolina University and a BBA in risk management from the University of Georgia. Married with three daughters, he enjoys spending time with family, travel, wing shooting and SEC football.
See your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.
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- Non-member - $199
- Member - $99
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Contains 3 Component(s)
Artificial Intelligence (AI) presents opportunities for every industry.
Artificial Intelligence (AI) presents opportunities for every industry. Embracing the speed of change can feel overwhelming, but in this NASBP Virtual Seminar, Ryan Merryman, principal on the digital practice team at CLA, will introduce us to the potential of artificial intelligence in construction and accounting. His presentation will include real-world examples from the construction industry and will focus on practical applications for accounting and business intelligence-supported decision-making. Touching on topics such as generative AI, AP automation, advanced analytics, along with the basics of digital architecture.
Ryan Merryman
Principal
CliftonLarsonAllen LLP
Ryan is a principal on the digital practice team and isbased in California. He is an experienced financial consultant specializing inbusiness analytics and digital transformation. Ryan is backgrounded in fraudand misconduct investigations, forensic data analysis, litigation consulting,and fraud risk management. He is a Certified Public Accountant, Certified inFinancial Forensics, Certified Information Technology Professional and a CertifiedFraud Examiner.
See your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.
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Contains 3 Component(s)
This virtual program will address advancements in technology, particularly artificial intelligence (AI), that are revolutionizing the practice of law, including construction law.
This virtual program will address advancements in technology, particularly artificial intelligence (AI), that are revolutionizing the practice of law, including construction law. We are joined by Denis Serkin and Richard R. Volack, partners in P&A’s New York office, for an illuminating discussion with a focus on the application of technology in the construction industry. Examining technology’s impact on discovery and litigation within construction law cases, this program will provide attendees with a holistic perspective on the evolving legal landscape. Boost your capability to make informed decisions as surety professionals, how to assist your construction clients, and embrace the transformative potential of technology – all while managing rapidly evolving risks.
Denis Serkin
Partner, Chair - International Practice
Peckar & Abramson
Denis Serkin is a partner in Peckar & Abramson’s New Yorkand New Jersey offices who focuses the majority of his practice on constructionlaw and construction dispute resolution. He represents construction managers,general contractors and design builders in transactional matters, through projectconstruction, and in the resolution of disputes through litigation,arbitration, and mediation. He is chair of the firm’s International Practice.
Denis regularly assists clients in a number of market segments,including construction management, general and EPC contracting, power/energy,and infrastructure, and is highly experienced in the areas of constructiondefect, delay and disruption claims, change-order and extra work claims,mechanics’ liens, and public bidding challenges. He has extensive experiencelitigating cases in federal and state courts, as well as in arbitration andmediation. Denis is also a highly sought-after advisor, helping clients draftand negotiate construction agreements that utilize both custom and industrystandard forms.
Denis’s experience includes the representation of clients acrossthe United States and internationally, and routinely assists clients withcompliance issues—particularly those regarding the United States ForeignCorrupt Practices Act (FCPA). In 2021, he completed FIDIC Certified CourseModule 2: Claims and Disputes Resolution.
Prior to entering the legal profession, Denis was a projectengineer at a major New Jersey government agency, where he managed numerousprojects through design to procurement and construction. Denis is an AdjunctAssociate Professor at Columbia University in the Department of CivilEngineering and Engineering Mechanics where he teaches a course in Preventionand Resolution of Construction Disputes. Previously, Denis was an AdjunctProfessor at the New Jersey Institute of Technology, where he taught a courseon the legal aspects of various types of construction contracts andspecifications.
Denis has been named to the New York-Metro Super Lawyers listfrom 2019 to 2023, the New York- Metro Super Lawyers Rising Stars list from2011 to 2018, the New Jersey Super Lawyers Rising Stars list from 2008 to 2018and the New Jersey Super Lawyers list from 2021 to 2024. He was recognized in2023 and 2024 by Best Lawyers. He is also recognized as a Future Leader by Who’sWho Legal and selected as one of Legal 500’s 2022 “Recommended Lawyers”, a 2016“Top Construction Lawyer” and one of the “New York Top-Rated Lawyers” in 2019by ALM & Martindale-Hubbell.
Richard R. Volack
Partner & Chair, Cyber Security & Data Privacy practice
Peckar & Abramson
Richard Volack is a partner in the Construction Law practice atPeckar & Abramson and Chair of the firm’s Cyber Security & Data Privacypractice. He counsels some of the country’s largest general contractors, constructionmanagers, and owners in all aspects of construction dispute resolution,including claims involving breach of contract, construction defects, designdefects, schedule-and-impact delays, mechanic’s liens, surety bonds andinsurance, and counsels clients in all matters concerning cybersecurity anddata privacy.
Richard’s practice encompasses dispute resolution throughmediation, arbitration and, when necessary, litigation. He also counselsclients on litigation avoidance practices, risk management, project planning andcontract negotiation in relation to construction projects, both in bothdomestic and international settings. In 2021, Richard completed FIDIC CertifiedCourse Module 2: Claims and Disputes Resolution.
He is a frequent lecturer on construction insurance, riskmanagement, the New York Mechanic’s Lien Law, e-discovery and electronicallystored information (ESI) issues as they relate to construction litigation. Richardis admitted to practice in the States of New York and Connecticut. He is thepast chairman and past secretary of the Construction Law Committee of the NewYork City Bar Association and a member of the Construction Law section of theAmerican Bar Association.
He received his bachelor of science from the University ofScranton, a master of arts degree from the Maxwell School of Citizenship andPublic Policy at Syracuse University and his law degree from Syracuse UniversityCollege of Law, where he served as the business editor for the Journal ofInternational Law where he served as the business editor for the Journal ofInternational Law and Commerce.
See your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.
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- Non-member - $199
- Member - $99
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Contains 3 Component(s)
On this NASBP Virtual Seminar, we are joined by Jacquelyn Klima of Kerr Russell, and Ashlee Rudnick of Intact Insurance Surety Group who will walk through cases that have set and upheld the legal precedent for equitable subrogation, what it means and why it's important.
A surety on bonded construction projects has equitable subrogation rights when it is asked to perform under its performance or payment bonds. This means that the surety can take the place of the entity whose claim has been paid and assert the same rights to the contract funds as that entity would have had. On this NASBP Virtual Seminar, we are joined by Jacquelyn Klima of Kerr Russell, and Ashlee Rudnick of Intact Insurance Surety Group who will walk through cases that have set and upheld the legal precedent for equitable subrogation, what it means and why it's important.
Jacquelyn A. Klima
Member
Kerr Russell
Jacquelyn is experienced in the analysis of claims against performance bonds, payment bonds, and other commercial bond forms; pursuit of exoneration and indemnification frombond principals and indemnitors; recovery of contract balances; and all aspects of litigation from the receipt of a claim through the appeals process. Jacquelyn also handles general contract disputes, construction litigation, professional liability defense, and title insurance cases.
Ashlee Rudnick
Surety Claim Manager
Intact Insurance Surety Group
Ashlee Rudnick is a surety claim manager at Intact Insurance Surety Group where she handles performance, payment, and various commercial bond claims. She received her bachelor’s degrees in political science and Latin from the University and Michigan and her JD from Michigan State University Law School. Prior to joining Intact, she practiced real estate and property transactions and worked in the pipeline industry focusing on easement acquisitions and damage settlements.
See your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.
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- Non-member - $199
- Member - $99
- More Information
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