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  • Engaging the Marketplace: The Most Critical Component of Your Sales Force

    Contains 3 Component(s) Recorded On: 09/24/2013

    The main reason producers fail is because they have not engaged the marketplace.

    The main reason producers fail is because they have not engaged the marketplace. We explain the practices and processes to help you understand how you can engage the marketplace in ways that lead to meaningful and long-term client relationships. A proprietary methodology developed specifically for bond producers to help them engage the marketplace is shared.

    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. 

  • 10 Steps to Preparedness

    Contains 3 Component(s) Recorded On: 09/10/2013

    Statistics show that 94% of business leaders believe a disaster could seriously disrupt their business within the next two years. Are you prepared?

    Statistics show that 94% of business leaders believe a disaster could seriously disrupt their business within the next two years. Are you prepared? We address the most immediate ways for you to prepare your organization for interruptions. These straight-forward and simple-to-implement steps could mean the difference between surviving a disaster or giving in to one.

    Bob Boyd

    President & CEO, Agility Recovery

    Bob Boyd is president & CEO of Agility Recovery, a company he joined in 2004. Since then Agility’s membership base has grown over 2000%, and the company has performed thousands of recoveries, all with a 100% success rate. The company’s efforts have caught the attention of some of the largest and most respected national trade associations in the country, many of whom now endorse Agility’s solutions to their industry. In addition, Agility’s experience and approach to disaster recovery and business continuity has enabled them to partner with the Small Business Administration to co-produce a national campaign promoting preparedness to small and mid-sized businesses. The campaign has been promoted by the SBA, FEMA, the IRS, and the Red Cross, among other Non-Governmental Organizations.

  • The Merits of Vehicle Leasing and Fleet Management

    Contains 3 Component(s) Recorded On: 08/13/2013

    We look at how outsourcing fleet management allows companies to tap into industry knowledge and improve economies of scale in several areas.

    We look at how outsourcing fleet management allows companies to tap into industry knowledge and improve economies of scale in several areas. Generally, a 5-15% savings is seen in each of the following categories: vehicle acquisition, resale, registrations and renewals, fuel management, maintenance management and replacement planning.

    Catherine Blazer

    Senior Account Executive, Enterprise Fleet Management

    Catherine Blazer a Senior Account Executive with Enterprise Fleet Management and has been with the company since graduation from Eastern Kentucky University in 2001. She serves on the board of Construction Financial Management Association (CFMA), on committees for Associated General Contractors (AGC), and is a member of the Kentucky Association of Highway Contractors (KAHC).  

    Adam Cline

    Finance Manager, Enterprise Fleet Management

    Adam Cline is a Finance Manager for Enterprise Fleet Management.  He has been with EFM for 12 years and with the Fleet Management Division for 10 years. He has held leadership positions in acquisition, tax and title compliance, and accounting and has worked at the corporate office and in various field locations. He is a native of St. Louis, MO and has a BBA in Finance and Business Administration.  

    Bryan St. Eve

    Director, Fleet Management, Enterprise Fleet Management

    Bryan St. Eve is director of Fleet Management for Enterprise Fleet Management. He has been with the company for over 11 years and with the Fleet Management Division for 10 years. He has held positions with EFM in Dallas, St. Louis, Denver, and Louisville. A native of St. Louis, Missouri, he received a BBA in Finance and Economics from Southern Methodist University. 

  • Accounting Standards Update: Big Changes Now, Bigger Changes Coming

    Contains 3 Component(s) Recorded On: 07/23/2013

    This seminar outlines the significant current and upcoming changes to accounting standards that you will need to know and are able to speak about with your customers regarding their financial statements.

    This seminar outlines the significant current and upcoming changes to accounting standards that you will need to know and are able to speak about with your customers regarding their financial statements. The following key issues will be discussed: the newly enacted requirement to disclose information regarding multi-employer pension plans, Big GAAP/Little GAAP update, upcoming changes to accounting for leases and revenue recognition.

    Matthew K. Cashion, Jr.

    Secretary & Treasurer, The Cashion Company, Inc.

    Mr. Cashion has been with The Cashion Company, Inc., since 1981. He holds degrees in economics, accounting, and business administration from Westminster College. He is active in various industry organizations and holds the Certified Insurance Counselor and Certified Risk Manager designations. He is also a member of the Consulting Constructors’ Council of America. In 2011 he was awarded the Distinguished Service Award for the Arkansas Chapter of AGC and he is the 2013 recipient of the prestigious Bruce T. Wallace Award for distinguished service to NASBP and the surety industry.

    Mr. Cashion is past president of NASBP and, since 1988, has been on the faculty of the NASBP William J. Angell Surety School, demonstrating his tireless commitment to education in the surety industry. He currently serves on the NASBP Professional Development & Education Committee, the Finance Committee, and the Virtual Seminar Editorial Board.

    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. 

  • Recognizing, Shifting, and Mitigating the Risk of Subcontractor Default

    Contains 3 Component(s) Recorded On: 07/09/2013

    We look at the importance of subcontractor prequalification, the importance of subcontractor ongoing-qualification, risk mitigation tools used by general contractors for the emerging, small subcontractor, marginally qualified, or “once-qualified/now, not so much” subcontractor and risk shifting through subcontract bonds and subcontractor default insurance.

    We look at the importance of subcontractor prequalification, the importance of subcontractor ongoing-qualification, risk mitigation tools used by general contractors for the emerging, small subcontractor, marginally qualified, or “once-qualified/now, not so much” subcontractor and risk shifting through subcontract bonds and subcontractor default insurance.

    Steve Nelson

    Executive Vice President and General Counsel, SureTec Insurance Company and President, SureTec Information Systems

    Steve Nelson is Executive Vice President and General Counsel, SureTec Insurance Company and President, SureTec Information Systems, Inc. in Austin, TX. He joined SureTec Insurance Company, a regional surety company, and SureTec Information Systems, Inc., a construction financial services and risk consulting company, in 2001 after six years as CEO of Faulkner Construction Company, a large construction firm headquartered in Austin, TX. At Faulkner, Mr. Nelson e was part of executive management and de facto general counsel for sister companies involved in real estate development and the mechanical, stone and tile, road and bridge, and concrete - pumping businesses.


  • Tribal Bonding 101: Back to the Basics

    Contains 3 Component(s) Recorded On: 06/25/2013

    Although bonding projects on the reservation has been around for over thirty years, new entities and new producers are entering the market every day.

    Although bonding projects on the reservation has been around for over thirty years, new entities and new producers are entering the market every day. If you have not been involved before, or have been away and feel unfamiliar with jumping back in, listen to this refresher course that will cover what you need to know to put together a program for an account bidding work on a reservation or a potential tribal account.

    Edward Rubacha

    Partner, Jennings, Haug & Cunningham, LLP

    Edward Rubacha, a partner with Jennings, Haug & Cunningham, LLP in the Construction and Surety Section, has been active in tribal construction for over nineteen years. He represents contractors and sureties dealing with tribes and tribal entities on reservation projects. He is admitted to practice in the state and federal courts of Arizona, California, Colorado, including the United States Supreme Court, and a number of tribal courts as well. Mr. Rubacha frequently speaks about contracting and bonding on Indian reservations. He is author of “Reservations About the Reservation: Concerns When Dealing With Native American Tribes and Tribal Entities,” “Construction Contracts with Indian Tribes or on Tribal Lands,” The Construction Lawyer, Winter 2006, and “Successful Bonding of Reservation Projects and Tribal Entities,” Pearlman Association 2007.

  • Introduction to Key Aspects of Large Commercial Accounts

    Contains 3 Component(s) Recorded On: 06/11/2013

    If you currently handle large commercial accounts or would like to begin to, and if you are looking for insight into how these accounts are handled and underwritten, this presentation is an overview of this class of highly desirable business.

    If you currently handle large commercial accounts or would like to begin to, and if you are looking for insight into how these accounts are handled and underwritten, this presentation is an overview of this class of highly desirable business. We explore what makes an account a large account; bond programs for large accounts and how their risk is managed; and indemnity structure and considerations of large accounts.

    Elizabeth Bottmiller

    National Underwriting Manager, The Hartford Fidelity & Surety

    Elizabeth J. Bottemiller is with The Hartford Fidelity & Surety. As National Underwriting Manager, Commercial Surety she has a national leadership role for commercial surety business and is responsible for training, marketing and underwriting at the Home Office level for the Commercial Practice.  Ms. Bottemiller handles a large territory, including Dallas, Houston, Kansas City, Los Angeles, San Francisco, Seattle and Denver. She serves on the NASBP Commercial Surety Committee and most recently has been a key contributor in the development of curriculum for the NASBP Angell-Curtin Advanced Surety School, at which she will teach in August 2013.

    Jeff Broyles

    National Surety Manager, Beecher Carson Insurance Agency LLC

    Jeff Broyles is National Surety Manager with Beecher Carson Insurance Agency LLC. His responsibilities include primary contact for customer service issues, managing all surety operations, consulting, underwriting, and placing of surety risks. He is involved in preparing specifications, marketing, and negotiating with surety companies, effecting coverage and pricing of surety products. Mr. Broyles has experience in the surety and insurance industry and has held positions as a surety company underwriter, surety manager, account producer, and agency principal.  He is an active member of the NASBP Commercial Surety Committee and took the lead in developing the curriculum for the commercial surety class at the NASBP Angell-Curtin Advanced Surety School, at which he will teach in August 2013.

  • Navigating The Surety Underwriter’s Desk Book: An Invaluable New Resource for Surety Professionals

    Contains 3 Component(s) Recorded On: 06/07/2013

    We offer a primer to using The Surety Underwriter’s Desk Book, a web-based publication developed by members of the American Bar Association’s Fidelity & Surety Law Committee.

    We offer a primer to using The Surety Underwriter’s Desk Book, a web-based publication developed by members of the American Bar Association’s Fidelity & Surety Law Committee. We demonstrate how to navigate this material so that you can quickly and easily find the information you need.

    Mary Alice McNamara, Esq

    2VP & Counsel, National Accounts unit of Travelers Bond & Specialty Insurance

    Mary Alice is 2VP & Counsel for the National Accounts unit of Travelers Bond & Specialty Insurance.  Mary Alice began her surety career in private practice in Baltimore in 1990, specializing in surety and maritime law before moving to Travelers in 1997 where she was a Surety Claim Attorney and later a Senior Corporate Counsel providing legal services and advice to the surety group. In 2004, she began working with the National Accounts unit of Travelers Bond and was promoted to 2VP & Counsel for the National Account unit in April 2010.  Mary Alice received her Bachelor of Arts degree from the University of Delaware and her law degree, cum laude, from the University of Maryland School of Law.  She is admitted to the bars of the federal and state courts of Maryland and the District of Columbia, and is a frequent presenter on topics related to the construction and surety industries.  Mary Alice is a Vice Chair of the ABA/TIPS Fidelity & Surety Law Committee, a Co-Chair of the Underwriting and Risk Management Subcommittee of the ABA/TIPS Fidelity & Surety Law Committee, and Co-Editor of The Surety Underwriter’s Desk Book

    Chad L. Schexnayder

    Partner with Jennings, Haug & Cunningham, LLP

    Chad L. Schexnayder is a partner with Jennings, Haug & Cunningham, LLP. Consistent with his firm’s more than 75 year history of service,  his practice emphasizes representation of sureties. In addition his practice includes creditor representation of surety clients before the United States Bankruptcy Court. Mr. Schexnayder is an author of American Bar Association publications, including the Law of Payment Bonds (1st and 2nd ed.), Law of Performance Bonds(1st and 2nd ed.), Law of Miscellaneous and Commercial Surety Bonds(1st and 2nd ed.), and The Surety’s Indemnity Agreement: Law and Practice, 2nd Ed. He is the editor of the Quick Reference Guide to Western States Surety Law (WSSC 2012), and a co-editor of The Surety Underwriter’s Desk Book (ABA 2013). Mr. Schexnayder is a frequent presenter and he currently serves as a Vice-Chair of the Fidelity and Surety Law Committee of the American Bar Association’s Tort and Insurance Practice Section and is a member of the ABA Forum on the Construction Industry.

  • Indemnitor Status: Effectively Taking the Indemnity of Traditional and Non-Traditional Entities

    Contains 3 Component(s) Recorded On: 05/21/2013

    This discussion shows how to properly secure the indemnity of an LLC, a Native American tribe and an ESOP.

    This discussion shows how to properly secure the indemnity of an LLC, a Native American tribe and an ESOP. and discusses the types of entities an underwriter may encounter when obtaining an indemnity package, unique aspects of the management and operation of the various entities and requirements for effectively securing the indemnity of a given entity

    Julie Glick DePhillips

    Senior Counsel, Liberty Mutual Surety

    Julie Glick DePhillips is Senior Counsel in the Legal Department at Liberty Mutual Surety.  She received her Juris Doctor from the University of Miami School of Law and began her surety career in 1997 in the Claims Department at Reliance Insurance Company and subsequently Travelers Bond.  In 2000, Ms. DePhillips joined Liberty Mutual Surety where she provides legal support to Liberty’s underwriting and executive teams.  She has been a presenter at surety industry conferences, underwriting training seminars and makes presentations to underwriters related to their role within the organization.

    Chris Indelicato

    Senior Counsel, Liberty Mutual Surety

    Chris Indelicato is Senior Counsel in the Legal Department at Liberty Mutual Surety. He graduated from Temple University School of Law and was in private practice in Philadelphia until 2003, when he joined Liberty’s Claim Department.  In 2010, Mr. Indelicato moved to the Legal Department, where he provides legal support for Liberty’s underwriting and executive teams. He has been a presenter at various surety industry conferences and events, and makes frequent presentations to Liberty’s underwriting personnel.

  • Performance Warranties, Extended Duration Warranties, and Liquidated Damages in Construction Contracts: What are the Risks?

    Contains 3 Component(s) Recorded On: 05/07/2013

    This presentation shows the types of performance and extended duration construction warranties and liquidated damages provisions that surety professionals need to be aware of to advise their principals and help them understand and evaluate such provisions when they are encountered.

    This presentation shows the types of performance and extended duration construction warranties and liquidated damages provisions that surety professionals need to be aware of to advise their principals and help them understand and evaluate such provisions when they are encountered.

    Rolly Chambers

    Partner, Smith, Currie & Hancock LLP

    Rolly Chambers is a partner in the Charlotte office of Smith, Currie & Hancock LLP, where he represents construction businesses in commercial and construction matters. He also is a N.C. Dispute Resolution Commission Certified Mediator for Superior Court and Estates & Guardianship matters. He regularly serves as a mediator and also represents clients in cases in state and federal courts, in arbitrations, and in mediations. Mr. Chambers has practiced in Charlotte for over twenty-five years. He has been included in “The Best Lawyers in America” (2013) for work in the practice area of construction law, recognized as a “North Carolina Super Lawyer,” and named by Business North Carolina Magazine as a member of its “Legal Elite” in the practice of construction and real estate law in North Carolina.

    Gene Rash

    Partner, Smith, Currie & Hancock LLP

    Gene Rash is a partner in the Charlotte office of Smith, Currie & Hancock. He received his undergraduate education in civil engineering. As an attorney Mr. Rash has handled a variety of construction claims and disputes involving such projects as office buildings, high-rise towers, hotels, laboratories, waste treatment facilities, shopping centers, and healthcare projects.  He has also handled matters involving public project claims and mold litigation.  Mr. Rash has represented owners, contractors, subcontractors, and surety companies in mediation, arbitration, and litigation.  He is a member of the ABA Forum on the Construction Industry and the Construction Law Sections of the North and South Carolina Bar Associations.  He serves on the North Carolina Construction Law Section’s Lien Law Committee and also lectures on topics relating to avoidance and resolution of construction disputes.