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  • Hiring the Right People – Leadership Series No. 2

    Contains 3 Component(s) Recorded On: 01/19/2016

    The second is a series of seven Virtual Seminars on Leadership. Mark Harris shows how hiring decisions should be based on the candidates past performance, specific predetermined behavioral criteria and legal questions. Learn how to best increase the probability of hiring the best candidate.

    The second is a series of seven Virtual Seminars on Leadership. Mark Harris shows how hiring decisions should be based on the candidates past performance, specific predetermined behavioral criteria and legal questions. Learn how to best increase the probability of hiring the best candidate.

    Mark J. Harris

    Consultant, Harris Development Group

    Mark J. Harris is a consultant focused on relationship building, employee and leadership development, managing diversity and organizational change. He has earned a reputation for his outstanding skills as a content expert, coach and facilitator. In addition to his consulting responsibilities, Mark is frequently asked to speak at colleges and professional association conferences.  Mark was President of the Chicagoland Chapter of the American Society for Training and Development. In addition, he was Co-Director for the Training and Development Interest Group of the Human Resources Management Association of Chicago. Mark holds a Master's Degree in Clinical Social work from the University of Wisconsin and an M.B.A. in Human Resource Management from Temple University. All degrees were received with honors.

  • The Economist Who Loved Me (2016 Economic Update & Forecast)

    Contains 3 Component(s) Recorded On: 01/12/2016

    This presentation supplies a detailed, up-to-date overview of U.S. economic and construction industry performance. The presentation focuses on a number of key markets, including labor, finance, energy, and real estate. The presentation concludes with an outlook for 2016 and a discussion of threats to the outlook.

    This presentation supplies a detailed, up-to-date overview of U.S. economic and construction industry performance. The presentation focuses on a number of key markets, including labor, finance, energy, and real estate. The presentation concludes with an outlook for 2016 and a discussion of threats to the outlook.

    Anirban Basu

    Chairman & Chief Executive Officer, Sage Policy Group, Inc.

    Anirban Basu is Chairman & CEO of Sage Policy Group, Inc., an economic and policy consulting firm in Baltimore, Maryland.  The firm provides strategic analytical services to energy suppliers, law firms, medical systems, government agencies, and real estate developers among others. 

    Maryland governor Larry Hogan recently appointed him Chair of the Maryland Economic Development Commission.  He also serves as chairman of the Baltimore County Economic Advisory Committee and economic advisor to the Baltimore-Washington Corridor Chamber of Commerce.  He is also the Chief Economist to Associated Builders and Contractors and Chief Economic Advisor to the Construction Financial Management Association.   

  • Accounting Terminology for Non Accountants (Financial Statements 101) 2016

    Contains 3 Component(s) Recorded On: 01/05/2016

    The Virtual Seminar focused on the basics of accounting and the related accounting terminology. Also covered are the basic components of a financial statement and how to identify the basis of accounting. The differences between compiled, reviewed and audited financial statements are also covered.

    The Virtual Seminar focused on the basics of accounting and the related accounting terminology. Also covered are the basic components of a financial statement and how to identify the basis of accounting. The differences between compiled, reviewed and audited financial statements are also covered.

    David Rogiers

    Senior Manager, Assurance Services Department, Berntson Porter & Company, PLLC

    David Rogiers is a Senior Manager in the Assurance Services Department at Berntson Porter & Company, PLLC., a top fifteen accounting firm in the Seattle area.  He oversees financial statement engagements, including reviews, compilations and audits for construction/real estate clients and manufacturers and distributors, as well personal financials for high-net worth individuals. 

    Dave holds a Bachelor of Arts in Accounting as well as an MBA, from Western Washington University. He is a member of the American Institute of Certified Public Accounts (AICPA) and Washington Society of CPAs (WSCPA). 

  • How Smart Are You Emotionally? – Leadership Series No. 1

    Contains 3 Component(s) Recorded On: 12/08/2015

    Mark Harris shows how to apply emotional intelligence to address personnel issues and to encourage productive relationships in the typical office environment.

    Mark Harris shows how to apply emotional intelligence to address personnel issues and to encourage productive relationships in the typical office environment.

    Mark J. Harris

    Consultant, Harris Development Group

    Mark J. Harris is a consultant focused on relationship building, employee and leadership development, managing diversity and organizational change. He has earned a reputation for his outstanding skills as a content expert, coach and facilitator. In addition to his consulting responsibilities, Mark is frequently asked to speak at colleges and professional association conferences.  Mark was President of the Chicagoland Chapter of the American Society for Training and Development. In addition, he was Co-Director for the Training and Development Interest Group of the Human Resources Management Association of Chicago. Mark holds a Master's Degree in Clinical Social work from the University of Wisconsin and an M.B.A. in Human Resource Management from Temple University. All degrees were received with honors.

  • An Introduction to Probate Bonds: A Guide for Bond Producers and Other Surety Professionals

    Contains 3 Component(s) Recorded On: 11/03/2015

    The Virtual Seminar first addresses the types of probate bonds to ensure a basic understanding of the terminology and situations where a probate bond is required. Mr. Frank then discusses underwriting and issuing probate bonds with a review of specific underwriting considerations. Potential claimants, types of claims and a brief discussion of practical claim handling summarize this topic.

    The Virtual Seminar first addresses the types of probate bonds to ensure a basic understanding of the terminology and situations where a probate bond is required. Mr. Frank then discusses underwriting and issuing probate bonds with a review of specific underwriting considerations. Potential claimants, types of claims and a brief discussion of practical claim handling summarize this topic.

    Jeffrey M. Frank

    Founding Shareholder & Managing Partner, Alber Crafton, PSC

    Jeffrey M. Frank is a founding shareholder and the managing partner of Alber Crafton, PSC, a fidelity and surety law firm, practicing in Troy, Michigan.  He is licensed to practice in Michigan, and is also admitted to the United States District Court, Eastern and Western Districts of Michigan and the Sixth Circuit Court of Appeals.

  • Contract Red Flags from a Commercial Surety Perspective

    Contains 3 Component(s) Recorded On: 10/20/2015

    The bonding of commercial, that is, non-construction contracts are discussed. Mr. Ulmer and Mr. Lavitt review key contract clauses from a commercial surety perspective. Additionally, the commercial surety implications of various bond forms are discussed with a focus on pitfalls to be avoided.

    The bonding of commercial, that is, non-construction contracts are discussed. Mr. Ulmer and Mr. Lavitt review key contract clauses from a commercial surety perspective. Additionally, the commercial surety implications of various bond forms are discussed with a focus on pitfalls to be avoided.

    Robert G. Lavitt

    Robert G. Lavitt, Esq., Travelers Bond and Specialty Insurance

    Robert G. Lavitt, Esq. joined Travelers Bond and Specialty Insurance in November 2000 in the HO Commercial Surety unit.  Bob’s areas of legal expertise are: commercial litigation, admiralty law and bonds, indemnity agreements, DIP bonding facilities, lost instrument bonds, preferences, fraudulent conveyances, injunctive relief, and manuscript bond forms.  Bob spent 12 years as a commercial litigator in private practice in New Jersey, after which he became the Assistant Counsel of Frontier Insurance’s Surety Department in Nashville. Bob received his law degree from Boston University (J.D. 1987) and his undergraduate degree from the University of Chicago (B.A. 1984, English Literature).  Bob is admitted in Connecticut, New Jersey, New York and Tennessee. Bob has an “A/V” rating from Martindale-Hubbell. 

    Craig H. Ulmer

    Underwriting Director, Travelers Bond and Specialty Insurance

    Craig H. Ulmer is an Underwriting Director at Travelers Bond and Specialty Insurance, Commercial Surety in Hartford Connecticut.   After working in commercial banking, Craig has served in multiple roles in surety for the past 25 years in construction surety and commercial surety both in the field and home office.  In addition to his underwriting responsibilities, Craig leads two teams at Travelers Bond and Specialty Insurance, Commercial Surety, focusing on Commercial Contract and Oil & Gas.  Craig received his MBA, cum laude, from the F.W. Olin School of Management at Babson College and is a graduate of Gettysburg College.

  • Revenue Recognition Rebuilt: Part 2 – Why it Matters for Construction Surety Professionals

    Contains 3 Component(s)

    Part II of this series uses examples to illustrate how the 5 steps of the new standard would be applied to highlight areas of expected differences from existing U.S. GAAP for construction contractors. Also discussed are some of the specific nuances of the new guidance which may impact your contractor client base such as variable consideration, uninstalled materials and accounting for contract modifications.

    Part II of this series uses examples to illustrate how the 5 steps of the new standard would be applied to highlight areas of expected differences from existing U.S. GAAP for construction contractors. Also discussed are some of the specific nuances of the new guidance which may impact your contractor client base such as variable consideration, uninstalled materials and accounting for contract modifications.

    Chris Gewain

    Partner, Moss Adams

    Chris has practiced public accounting since 2003. He manages audits for construction and employee benefit plan clients. Chris provides business consulting and accounting services to financial management personnel and owners of construction businesses, including internal control and financial reporting system matters; billing practices and cash flow improvements; business owner succession planning; and tax planning and other compliance issues. He has presented on various topics related to the construction industry and employee benefit plans, and has written numerous articles for construction organizations.

    Bret Rutter

    Bret Rutter, CPA, Partner, Moss Adams LLP

    Bret Rutter is a Partner at Moss Adams LLP’s National Office in Seattle, WA. He provides technical consultations on complex accounting and auditing matters, reviews and evaluates new accounting and auditing standards, and helps develop and maintain his firm’s system of quality control and audit methodology.

  • Revenue Recognition Rebuilt: Part 1 - Overview for Construction Surety Professionals

    Contains 3 Component(s) Recorded On: 09/22/2015

    This presentation shows how the new U.S. GAAP revenue recognition guidance is expected to impact construction contractors’ financial statements and the key metrics used to assess their financial performance, which ultimately impacts the Company’s bonding capacity and pricing. The differences between the existing and new revenue recognition guidance is presented.

    This presentation shows how the new U.S. GAAP revenue recognition guidance is expected to impact construction contractors’ financial statements and the key metrics used to assess their financial performance, which ultimately impacts the Company’s bonding capacity and pricing. The differences between the existing and new revenue recognition guidance is presented. 

    Chris Gewain

    Partner, Moss Adams

    Chris has practiced public accounting since 2003. He manages audits for construction and employee benefit plan clients. Chris provides business consulting and accounting services to financial management personnel and owners of construction businesses, including internal control and financial reporting system matters; billing practices and cash flow improvements; business owner succession planning; and tax planning and other compliance issues. He has presented on various topics related to the construction industry and employee benefit plans, and has written numerous articles for construction organizations.

    Bret Rutter

    Bret Rutter, CPA, Partner, Moss Adams LLP

    Bret Rutter is a Partner at Moss Adams LLP’s National Office in Seattle, WA. He provides technical consultations on complex accounting and auditing matters, reviews and evaluates new accounting and auditing standards, and helps develop and maintain his firm’s system of quality control and audit methodology.

  • Professional Liability Insurance is Evolving: Learn What the Changes Mean to Contracting Firms

    Contains 3 Component(s) Recorded On: 08/18/2015

    This presentation gives you an update of the changing marketplace related to the nature and scope of professional liability insurance coverage.

    This presentation gives you an update of the changing marketplace related to the nature and scope of professional liability insurance coverage.

    Frank Musica

    Senior Risk Management Attorney, Victor O. Schinnerer & Company

    Frank Musica is senior risk management attorney with Victor O. Schinnerer & Company, Inc., the underwriting manager for CNA’s professional liability program for design firms.  Schinnerer, which developed the first insurance policy and risk management program for architects and engineers in 1956, added Frank to its office for professional liability research in 1991 after he had spent two decades working with design firms and their professional associations.  With his education in architecture, business and law and his practice experience, Frank develops risk management information from Schinnerer’s base of professional liability claims information and looks ahead at changes in the marketplace for professional services, in the legal treatment of design responsibility, and in the interaction between technological and information management advances and practice management techniques and responsibilities. Frank works directly with policyholders by providing educational and management assistance services, interacts with associations, government agencies and clients of the design industry, and creates serial and special interest publications on risk management techniques including the website publications on www.Schinnerer.com/AEriskmanagement.

  • Working in Different States: A Map to the Varying State Laws that Limit and Supersede Construction Contracts (Part II)

    Contains 3 Component(s) Recorded On: 07/28/2015

    This presentation shows the risk involved in similar construction projects and contracts changes from state to state because each state’s laws govern performance of the work differently. Participants learn more ways that the laws of different states affect project risk by dictating the terms of: qualifying to do the work, bidding and proposing, subcontracting, payment security through liens and payment bonds, time limitations on claims, and enforcement of ethics and integrity in contracting.

    This presentation shows the risk involved in similar construction projects and contracts changes from state to state because each state’s laws govern performance of the work differently. Participants learn more ways that the laws of different states affect project risk by dictating the terms of: qualifying to do the work, bidding and proposing, subcontracting, payment security through liens and payment bonds, time limitations on claims, and enforcement of ethics and integrity in contracting.

    Doug Tabeling

    Partner, Smith, Currie & Hancock LLP

    Doug Tabeling is an attorney and partner in Smith, Currie & Hancock LLP, a national law firm focused on construction law and government contracts. Doug represents and counsel contractors, owners, developers, designers, subcontractors, suppliers, sureties, and insurers in commercial transactions, compliance matters, and disputes with private parties and government agencies. His practice is devoted to helping clients initiate and complete successful construction projects and to resolving disputes on those projects. Doug is actively involved in The Associated General Contractors of America. He is the Vice Chair of AGC of America's Construction Leadership Council Steering Committee, a member of AGC of America's Project Delivery Forum Steering Committee, and the Editor of AGC of America’s State Construction Law Matrix. He is also a member of AGC Georgia's Board of Directors, a member of AGC Georgia's Legislative Committee, and a past Chairman of AGC Georgia's Young Leadership Program. Doug is the author of four chapters on the ConsensusDocs contract forms in the book “Alternative Clauses to Standard Form Construction Contracts,” and he is the co-author of the Georgia chapter in the American Bar Association’s “State-by-State Guide to Construction & Design Law.”