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  • The Benefits of Collaborating in Claim Situations: Why You Want To Be Involved

    Contains 3 Component(s) Recorded On: 03/04/2014

    We look at the advantages to be gained from breaking down the silo that can exist between surety and producer when a claim comes into the picture.

    We look at the advantages to be gained from breaking down the silo that can exist between surety and producer when a claim comes into the picture. We help uncover the value that can be found when the producer takes on an active role in the process, and show ways in which to add value for your clients, your book of business, and the product by taking the lead.

    Paul Kennedy

    Vice President, King & Neel

    Paul Kennedy is Vice President with King & Neel, Inc. in Honolulu, Hawaii, the agency he has been with since 2008. Prior to this he was with Chubb Surety for fifteen years during which time he gained experience in domestic and international underwriting, account management of privately held small, medium and large contractors, publicly traded multi-national contractors, and Fortune 500 companies.  Mr. Kennedy is a graduate of Trinity College in Hartford, Connecticut, where he earned his BA in Latin American Studies and Economics.

    Tiffany Schaak

    Claims Attorney, The Hartford

    Tiffany Schaak, is a claims attorney with The Hartford in Seattle, Washington. She serves on the Board of Directors of Pearlman Association and is a member of the Washington State Bar Construction Section, and former co-chair of the Bankruptcy Section of the American Bar Association, Tort and Insurance Practice Section.  Ms. Schaak received her B.A. in finance from the University of Puget Sound, and a Juris Doctorate degree with honors from Seattle University School of Law. Additionally, she has earned the AFSB designation.

  • Ownership and Succession Planning for the Construction Industry

    Contains 3 Component(s) Recorded On: 02/18/2014

    A comprehensive introduction to the issues surrounding ownership and succession planning for construction companies.

    A comprehensive introduction to the issues surrounding ownership and succession planning for construction companies. Find out how to value a construction company, the relative merits of different stock transfer techniques, how to conduct management succession, and a number of related issues. This seminar provides an understanding of the available alternatives for the internal ownership transfer of a construction company, and provides a framework for planning.

    Timothy R. Sznewajs

    Co-Head, FMI Investment Banking

    Timothy R. Sznewajs is Co-Head of the Investment Banking Group and Senior Managing Director in FMI's Investment Banking practice. He works with construction-industry firms, focusing on mergers and acquisitions, ownership transfer issues and strategy development. Prior to joining FMI, Mr. Sznewajs held positions in the technology and finance industries. He has extensive transaction experience, having completed numerous buy- and sell-side engagements within Goldman, Sachs & Co.’s Mergers & Acquisitions Department.

     Mr. Sznewajs is actively involved in several construction industry groups, including AGC, ABC, and CFMA. He serves on the steering committee for the Annual Construction Financial Management Conference co-sponsored by AGC and CFMA, as well as on the Education Committee of CFMA. 

  • Private Equity for Surety Professionals: What You Need to Know

    Contains 3 Component(s) Recorded On: 02/04/2014

    Starting with a brief overview of its history, and a deeper dive into the current impact of private equity investment, you may be surprised to hear who the investors are and why this information is relevant.

    Starting with a brief overview of its history, and a deeper dive into the current impact of private equity investment, you may be surprised to hear who the investors are and why this information is relevant. You’ll learn why you need to pay close attention to the impact that private equity has on the balance sheet of our clients as well as the terms it carries.

    Helen Lally

    Commercial Surety Leader, Westfield Insurance

    Helen Lally is Commercial Surety Leader at Westfield Insurance. She has over thirty years of surety industry experience and began her career on the agency side before transitioning to the company side when she joined The Continental Insurance Company as Vice President of Commercial Surety. Ms. Lally moved west to Seattle to join Safeco as an Underwriting Officer.  Later she moved to Great American Insurance Company as Assistant Vice President of Commercial Surety followed by a brief stay at Navigators as Senior Vice President of Commercial Surety prior to that company exiting the market in 2013. 

      Ms. Lally is an active member of the NASBP Commercial Surety Committee and a member of the SFAA Commercial Surety Committee. She is a frequent presenter on surety underwriting and producing commercial surety.

  • Understanding Four Generations in the Workplace

    Contains 3 Component(s) Recorded On: 12/03/2013

    Today it is not unusual to find four generations sharing the workplace – Traditionalists, Baby Boomers, Generation X, and Millennials. And with these four generations come four sets of ideas, behaviors, attitudes, expectations and motivators.

    Today it is not unusual to find four generations sharing the workplace – Traditionalists, Baby Boomers, Generation X, and Millennials. And with these four generations come four sets of ideas, behaviors, attitudes, expectations and motivators. For everyone it is important to understand and acknowledge these differences to avoid misunderstandings and to help individuals, groups, and teams work effectively to meet their goals.

    Patricia Pippert

    Consultant, Trainer, and Presenter, American International Group (AIG)

    Patricia Pippert, a consultant, trainer, and presenter, works both domestically and internationally. Her career includes working for American International Group (AIG), where she started up a training department. Ms. Pippert is a skilled learning and development expert and executive coach, with extensive experience in assessing needs and implementing solutions for senior management.  She is a member of the American Management Association and has an MA in Organizational Management. With a background as a stage and screen actress in New York, she brings a vitality and dynamic energy to her training and is a sought-after keynote speaker at financial, manufacturing, and technology conferences. 

  • Bridging the Gap: The State of Bridge Building in North America

    Contains 3 Component(s) Recorded On: 11/19/2013

    We look at how more bridges can be built in America by examining the background of needs, the market place, construction delivery methods, future trends, and the opportunities for creative solutions. Information shared from multiple sources combine to give state by state and national perspectives.

    We look at how more bridges can be built in America by examining the background of needs, the market place, construction delivery methods, future trends, and the opportunities for creative solutions. Information shared from multiple sources combine to give state by state and national perspectives.

    Linda Figg

    President and CEO, FIGG Bridge Companies

    Linda Figg is President and CEO of FIGG Bridge Companies; a family of companies specializing in design, construction, inspection and Management of bridges throughout the United States.  Linda has over 31 years in Leadership of bridges.

  • Drafting Contract Clauses: Considering Alternative Clauses to the Same Old, Same Old

    Contains 3 Component(s) Recorded On: 11/13/2013

    Starting with the major form documents - the AIA and ConsensusDOCS - the discussion examines the principles underlying the form clauses, and suggests several alternatives, for clauses such as those dealing with the following: indemnity; differing site conditions; no damage for delay; and dispute resolution.

    Starting with the major form documents - the AIA and ConsensusDOCS - the discussion examines the principles underlying the form clauses, and suggests several alternatives, for clauses such as those dealing with the following: indemnity; differing site conditions; no damage for delay; and dispute resolution.

    Richard H. Lowe

    Partner, Duane Morris LLP

    Richard H. Lowe concentrates his practice in construction and commercial litigation and construction law. He handles complex construction litigation, arbitration and mediation matters, for owners, contractors, design-builders, design professionals, sureties, subcontractors and suppliers, and has drafted and negotiated complex construction and design contracts for hospitals, schools, universities, power plants, and other industrial, commercial, and institutional uses. Mr. Lowe is a Fellow of the American College of Construction Lawyers, and recently he was elected to a three-year term to College’s Board of Governors. He is also a Fellow of the Chartered Institute of Arbitrators and is LEED Certified. Mr. Lowe repeatedly has been named as a "Super Lawyer" in construction in Philadelphia.

  • Preparing for the Future Transfer of Your Business

    Contains 3 Component(s)

    Whether you transfer your business to another generation of owners internally at your agency or decide on an external sale, there are many questions that need to addressed.

    Whether you transfer your business to another generation of owners internally at your agency or decide on an external sale, there are many questions that need to addressed including: what kind of income do current owners need to retire well; what is the agency worth and why; do current employees or family members have the abilities and interest required to manage and grow your agency; and how do we begin the process as owners of considering our agency transfer options. These questions and more are answered.

    Jonathan Dick

    Corporate Presenter, Consultant, and Strategist

    Jonathan Dick is a presenter, consultant, and strategist specializing in issues of corporate identity and resulting applications for sales force development, long-term cultural change and sustenance, staff development, and change management. He is the lead architect and faculty member of the NASBP Sales Workshop for Surety Bond Professionals. Since 2002 Mr. Dick has worked almost exclusively with private companies undergoing long-term market and generational change to help them compete more effectively and develop new market competencies that relate to their core identity. He integrates individual giftedness and corporate identity to build new sales cultures that are sustainable and profitable. 

    Kevin Doyle

    Senior Partner, Lanigan, Ryan, Malcolm & Doyle

    Kevin Doyle, CPA is Senior Partner at Lanigan, Ryan, Malcolm & Doyle with 30 years of experience working with closely-held businesses providing, tools, advice and perspective to allow clients to fulfill their vision, reach their goals and prosper.  He has worked with over 300 clients in commercial construction, manufacturing, wholesale/distribution and government contracting industries. He has extensive working knowledge and experience in taxation, accounting, merger and acquisition and closely held business growth, performance and succession issues. Mr. Doyle has been an expert witness and has experience in litigation support, fraud investigation, and claims analysis. He frequently presents at local and national conferences. 

  • Understanding the New AIA Sustainable Projects Documents: What Surety Professionals Need To Know

    Contains 3 Component(s) Recorded On: 10/22/2013

    The presenters examine the new challenges and risks faced by the parties, especially contractors, on sustainable projects and highlighted contractual risk evaluation and management. The presentation includes a discussion of the AIA D503-2013, Guide for Sustainable Projects.

    The presenters examine the new challenges and risks faced by the parties, especially contractors, on sustainable projects and highlighted contractual risk evaluation and management. The presentation includes a discussion of the AIA D503-2013, Guide for Sustainable Projects.

    Joshua W. Ballance

    Senior Manager and Counsel, AIA

    Joshua W. Ballance, Esq., is a Senior Manager & Counsel on the AIA Contract Documents team at the American Institute of Architects (AIA). Joshua works actively in the creation and revision of AIA Contract Documents and provides assistance to users of AIA documents. He worked with the AIA Documents Committee on the Sustainable Projects documents and D503-2011 Guide for Sustainable Projects. He also worked actively with the Documents Committee in the development of the AIA’s Bond Form Commentary and Comparison as well as the AIA’s three families of standard form integrated project delivery agreements. Joshua obtained his J.D. from the Stetson University College of Law in 2004. Prior to joining the AIA, Joshua worked as a Staff Attorney at Clark Construction Group, LLC in Bethesda, Maryland. Joshua is a member of the Florida Bar and American Bar Association.

  • Understanding the Pitfalls of Surety Bond Producer Professional Liability

    Contains 3 Component(s) Recorded On: 10/18/2013

    This introduction of the NASBP Errors & Omissions Liability Coverage Affinity Program provides us the opportunity to present an overview of Errors & Omissions (E&O) exposures of insurance and surety agents.

    This introduction of the NASBP Errors & Omissions Liability Coverage Affinity Program provides us the opportunity to present an overview of Errors & Omissions (E&O) exposures of insurance and surety agents.

    Matthew I. Baron

    Counsel, Wilson Elser

    Matthew I. Baron is of Counsel and a member of Wilson Elser’s Program Management team where, as claims, coverage and monitoring counsel largely for errors and omissions liability insurance programs, he supervises and handles complex claims and disputes involving alleged errors and omissions committed by a broad range of insured professionals. He also has in-depth experience reviewing and drafting insurance policies and endorsements and participating in risk management and loss prevention seminars, webinars, reviews and consultations with clients, MGAs and insureds. 

    Ryan Turner

    Partner, Wilson Elser

    Ryan Turner is a Partner and a member of Wilson Elser’s Program Management team where he serves as claims, coverage and monitoring counsel in connection with miscellaneous professionals’ errors and omissions liability, directors’ and officers’ liability, employment practices liability, general liability, and fidelity bond insurance programs.

    Mr. Turner has supervised and handled complex claims and disputes involving alleged errors and omissions committed by all types of miscellaneous professionals required to carry insurance. He also has experience reviewing and drafting insurance policies and endorsements and participating in risk management and loss prevention seminars, webinars, reviews and consultations with clients and insureds. 

  • The Risks of Bonding Environmental Remediation Contractors

    Contains 3 Component(s) Recorded On: 10/08/2013

    We explore the various aspects of bonding environmental remediation contractors.

    We explore the various aspects of bonding environmental remediation contractors, including: environmental remediation background and history, federal environmental legislation, overview of contract terms and conditions affecting environmental risk, a checklist for evaluating risk on environmental remediation contracts and sureties’ risks on environmental claims.

    Larry Howard Jr.

    Vice President, Environmental Surety, The Guarantee Company of North America

    Larry Howard Jr. is Vice President – Environmental Surety for The Guarantee Company of North America USA.  He started his surety career in 1989 and began building his environmental surety expertise in 1995.  Over his career he has spent time with Safeco, AIG, Zurich, American Safety and now The Guarantee.  He is based in Atlanta, GA and received his B.A. in Finance from the University of Northern Iowa.