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  • How Well Do You Really Know Your Contractor?

    Contains 3 Component(s) Recorded On: 04/09/2013

    Doug Pruitt tells the compelling story of how a well-respected firm could be nearly broke and not know it.

    Doug Pruitt tells the compelling story of how a well-respected firm could be nearly broke and not know it. This presentation describes the strategic steps taken to bring one particular company back to the thriving successful business it is today. Key presentation points include: Do you really understand your contractors’ exposures? Are you asking the right questions?

    Doug Pruitt

    Chairman, Sundt Construction Inc.

    Mr. Pruitt serves as Chairman of The Sundt Companies, Inc. and serves as Chairman and of Sundt Construction, Inc.   He joined the Sundt family of companies in 1966, in 1992, assumed the position of President and Chief Operating Officer of Sundt and in 1998 assumed the position of Chairman and Chief Executive Office of Sundt. Currently Mr. Pruitt serves as Chairman of the Board of Directors of Sundt. 

  • Unraveling the Knot of Trusts and Surety Indemnification

    Contains 3 Component(s) Recorded On: 03/19/2013

    In an effort to take some of the mystery out of the trust as a vehicle for construction company ownership, this presentation discusses the increasing use of trusts and the challenges posed to sureties; identifies and evaluates risk associated with the most common forms of trusts; and outlines the steps to properly underwrite and secure the indemnity obligations of the trust.

    In an effort to take some of the mystery out of the trust as a vehicle for construction company ownership, this presentation discusses the increasing use of trusts and the challenges posed to sureties; identifies and evaluates risk associated with the most common forms of trusts; and outlines the steps to properly underwrite and secure the indemnity obligations of the trust.

    Kimberly Bowden Czap

    Managing Director & Counsel, Travelers Bond

    Kimberly Bowden Czap began her career with Travelers in 2000 as a litigation associate practicing in the area of commercial liability litigation.  In 2001, she joined the Construction Services Bond Claim operation in Philadelphia.  She currently serves as a Managing Director & Counsel, and also handles complex construction defaults, and provides legal support for underwriting.  She has authored several articles on surety underwriting and claim topics, and is a frequent presenter at industry functions for the American Bar Association, regional surety conferences, and presentations to customers on risk mitigation.

    John Coyne

    Vice President & Regional Underwriting Officer, Travelers Bond

    John Coyne, a Vice President and Regional Underwriting Officer for Travelers Bond and Financial Products, is a 32 year veteran of the surety business having started his career with the Fireman’s Fund in their branch office in Philadelphia. He earned a BA in Economics and completed several graduate courses in management and public administration at Carnegie Mellon University in Pittsburgh. He holds an MBA from LaSalle University. Mr. Coyne has lectured widely on various surety topics and has authored several articles.

  • Contractual Risk Allocation Provisions: It’s Not My Fault, But Is It My Responsibility?

    Contains 3 Component(s) Recorded On: 03/05/2013

    Risk-shifting provisions in construction contracts have the potential to add substantial additional costs to a contractor’s performance.

    Risk-shifting provisions in construction contracts have the potential to add substantial additional costs to a contractor’s performance. Ultimately, any increase in risk to a bonded contractor is also an increased risk to the surety. This presentation reviews certain key contractual risk allocation provisions to help in advising principals on understanding such provisions and risk mitigation practices 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.

  • Changes Affecting the Bonding and Regulation of Property Brokers and Surface Freight Forwarders – A Timely Update

    Contains 3 Component(s) Recorded On: 02/19/2013

    The transportation bill signed into law in the summer of 2012 affects the regulation of property brokers, domestic freight forwarders, and trucking firms.

    The transportation bill signed into law in the summer of 2012 affects the regulation of property brokers, domestic freight forwarders, and trucking firms. We look closely at the statutory changes and the impact on the underwriting environment of property broker bonds. These are the bonds required of the transportation or freight brokers who arrange the transportation of merchandise by common carrier for a shipper.

    Colleen Clarke

    Vice President, Surety Trade Relations & Business Development, Roanoke Insurance Group Inc.

    Colleen Clarke is Vice President, Surety, Roanoke Trade Services, Inc. She focuses on the review and analysis of CBP policy including new issues from the perspective of the surety underwriting group as well as the client services team. She manages the Roanoke Trade independent agent unit for U.S. Customs bonds. In 2008 Ms. Clarke was appointed to the 11th term of the Commercial Operations Advisory Committee (COAC) where she participates in several subcommittees. She serves as co-chair of the Surety Account Subcommittee within the Trade Support Network (TSN) and works closely with CBP as a representative on the Customs/Surety Executive Committee (C/SEC).

    Matthew L. Zehner

    Vice President, Surety, Information and Communication, Roanoke Trade Services, Inc.

    Matthew L. Zehner is Vice President Surety Information and Communication for Roanoke Trade, a division of Roanoke Insurance Group Inc. He has worked in the international trade segment of the insurance field since 1990 and has held upper management positions in both agency and insurance company operations. Mr. Zehner’s work in Roanoke’s surety product line includes monitoring current events for changes in the legal and regulatory environment and working closely with federal agencies and industry trade associations concerning changes impacting the international trade industry and its surety products. He is an active member and secretary of the International Trade Surety Association and is a frequent presenter for a number of organizations nationally and internationally.

  • Changes Affecting the Bonding and Regulation of Property Brokers and Surface Freight Forwarders

    Contains 3 Component(s) Recorded On: 02/19/2013

    The transportation bill signed into law the summer of 2012 included language affecting the regulation of property brokers, domestic freight forwarders and trucking firms.

    The transportation bill signed into law the summer of 2012 included language affecting the regulation of property brokers, domestic freight forwarders and trucking firms. New registration and licensing requirements are on their way, as well as a 750% increase in the minimum amount of the property broker’s bond. Learn how and why these changes came about and gain a perspective on the statutory changes and the general underwriting environment for these bonds.

    Colleen Clarke

    Vice President, Surety Trade Relations & Business Development, Roanoke Insurance Group Inc.

    Colleen Clarke is Vice President, Surety, Roanoke Trade Services, Inc. She focuses on the review and analysis of CBP policy including new issues from the perspective of the surety underwriting group as well as the client services team. She manages the Roanoke Trade independent agent unit for U.S. Customs bonds. In 2008 Ms. Clarke was appointed to the 11th term of the Commercial Operations Advisory Committee (COAC) where she participates in several subcommittees. She serves as co-chair of the Surety Account Subcommittee within the Trade Support Network (TSN) and works closely with CBP as a representative on the Customs/Surety Executive Committee (C/SEC).

    Matthew L. Zehner

    Vice President, Surety, Information and Communication, Roanoke Trade Services, Inc.

    Matthew L. Zehner is Vice President Surety Information and Communication for Roanoke Trade, a division of Roanoke Insurance Group Inc. He has worked in the international trade segment of the insurance field since 1990 and has held upper management positions in both agency and insurance company operations. Mr. Zehner’s work in Roanoke’s surety product line includes monitoring current events for changes in the legal and regulatory environment and working closely with federal agencies and industry trade associations concerning changes impacting the international trade industry and its surety products. He is an active member and secretary of the International Trade Surety Association and is a frequent presenter for a number of organizations nationally and internationally.

  • Understanding the How and Why of ESOP Transactions

    Contains 3 Component(s) Recorded On: 02/05/2013

    ESOPs are becoming an increasingly popular exit strategy for construction (and other) companies.

    ESOPs are becoming an increasingly popular exit strategy for construction (and other) companies. In this presentation, we take an in-depth look into: case studies highlighting challenges faced by newly formed ESOP companies and how the adversity was managed, why it makes sense for the surety professionals to be familiar with ESOPs, how the surety industry should be involved in the process, and much more.

    Elaine Ervin

    Partner, Moss Adams LLP

    Elaine Ervin, CPA, Partner, Moss Adams LLP has been in public accounting since 1986. She is the firm-wide leader of the Construction, Real Estate, Professional Service Firms and Hospitality Industry Groups.  She specializes in providing accounting and business advisory services to closely-held businesses, with a particular focus on clients in the construction and real estate industry. Ms. Ervin participates in all phases of audit and review engagements including planning, compliance testing, supervision, and report preparation for clients. She has an extensive background in relation to bonding and banking issues as they relate to financial performance and she is active in the CFMA, the AGC, a member of ULI, and is the President of the AGC Education Foundation.

    Wayne D. Fjeld

    Senior Manager, Moss Adams LLP

    Wayne D. Fjeld, CFA, ASA is Senior Manager with Moss Adams Advisory Services. He provides a range of valuation services for operating companies, family limited partnerships and limited liability companies, with a special emphasis on ESOPs. He received his B.Comm from the University of Victoria, B.C.  He is an Accredited Senior Appraiser (ASA) in business valuations from the American Society of Appraisers and is past president of the Seattle Chapter. Mr. Fjeld has written articles on the subject of valuations and has lectured on valuation and financial analysis to professional groups.

    Dena Herbolich

    Partner, Moss Adams LLP

    Dena Herbolich, CPA, Partner, Moss Adams LLP has practiced public accounting since 1993. She serves as chair of the Puget Sound Employee Benefit Plan Services Group. She is involved with audits of more than 90 defined contribution and defined benefit retirement and health plans annually, including ESOPs, and assists with firm wide benefit plan education and quality control. Ms. Herbolich is a recipient of the Moss Adams Technical Excellence Award for her knowledge of the employee benefit plan industry. She frequently speaks at conferences including the Washington Society of CPAs, Western Pension and Benefits Conference and the American Institute of CPAs and serves on the AICPA Employee Benefit Plan National Conference Planning Committee.

  • Financial Guaranty Insurance and Bonds

    Contains 3 Component(s) Recorded On: 12/18/2012

    We discuss the regulation of financial guaranty insurance and how it overlaps with the regulation of surety insurance.

    We discuss the regulation of financial guaranty insurance and how it overlaps with the regulation of surety insurance. You also learn about the regulatory approach taken by the state of New York and why it impacts the writing of surety business by property casualty insurers outside the borders of New York.

    Lynne Cook

    Senior Vice President, Early, Cassidy and Schilling, Inc.

    Lynne Cook is Senior Vice President at Early, Cassidy and Schilling, Inc. (EC&S) where she leads the construction and bond teams, actively assists clients with their surety programs, and manages the agency’s carrier relationships for bonds. She joined EC&S in 1999 and has been a surety professional since 1979. She is active in a number of organizations: serves as Secretary for the Surety Alliance, as Vice-Chair on the NASBP Commercial Surety Committee, and participates with ASA MW, ABC and AGC. Ms. Cook served as President of the Central PA and the Upstate NY Surety Associations, and has worked for the SFAA. She has served as a director for the NASBP – and chaired its Commercial Surety Committee, and the ASA of Metropolitan Washington – and chaired its Education Committee. 

    Rosemary Quinn

    Vice President & Counsel, CNA Surety

  • It’s About Time: How to Get Twice as Much Done in Half the Time

    Contains 3 Component(s) Recorded On: 12/04/2012

    In a humorous, lively and insightful presentation, Mark Matteson draws on the proven, key “secrets” to combat the eternal questions – how to manage your time and how to conduct meetings that work for you.

    In a humorous, lively and insightful presentation, Mark Matteson draws on the proven, key “secrets” to combat the eternal questions – how to manage your time and how to conduct meetings that work for you.

    Mark Matteson

    Speaker & Author

    Mark Matteson is an inspiring speaker and successful author. For over 20 years, his positive humor and peak-performance tools have impacted organizations around the globe, igniting personal and professional success for tens of thousands of people. His clients include: Microsoft, Honda, GE, Conoco Phillips, John Deere, Honeywell, and T-Mobile. Mr. Matteson’s message is encouraging, energizing, and empowering. Alex Carney, Publisher, Contracting Business Magazine said of him, “Mark, you are the best investment Contracting Business has ever made! You have truly provided the impetus for our alignment and success. You have helped us passionately ‘Raise the Bar’ of our organization.”

  • Contract Bond Forms – What to Look For and What Might be Missing

    Contains 3 Component(s) Recorded On: 11/27/2012

    Most performance and payment bonds are relatively simple one to two page documents. Many look alike. There are, however, subtle differences in wording that can make a tremendous difference in the principal’s and surety’s liability on a bond.

    Most performance and payment bonds are relatively simple one to two page documents. Many look alike. There are, however, subtle differences in wording that can make a tremendous difference in the principal’s and surety’s liability on a bond. This presentation addresses many questions, including the following: What triggers the surety’s obligations on a particular bond? What does the bond cover? When will suits on the bond be barred by limitations? Does the surety have an option to perform? Are the surety’s options limited?

    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.


  • Bonding Tribal Projects and Tribal Entities: What’s New?

    Contains 3 Component(s) Recorded On: 10/16/2012

    Bonding projects for tribal entities on the reservation is challenging. Bonding tribal entities is even more challenging.

    Bonding projects for tribal entities on the reservation is challenging. Bonding tribal entities is even more challenging. Opportunities exist for the knowledgeable producer to put together a program that can be successful for both the tribal principal and the surety. We discuss the most recent cases involving the following issues: sovereign immunity; dispute resolution issues; and surety concerns with tribal entities.

    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.