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  • The Three Ps of Probate: Production, Proficiency, and Profitability

    Contains 3 Component(s) Recorded On: 09/25/2012

    Probate is a class that produces over $100,000,000 in premium on an annual basis, with nominal loss ratios.

    Probate is a class that produces over $100,000,000 in premium on an annual basis, with nominal loss ratios. And, although it is a very profitable class of business for several carriers, many agents shy away from writing it. In this presentation you learn how to effectively produce probate business.

    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.

  • Bonding a Public-Private Partnership Project in the United States

    Contains 3 Component(s) Recorded On: 09/13/2012

    Newspaper headlines now include news about P3 (public-private partnerships) projects on a daily basis.

    Newspaper headlines now include news about P3 (public-private partnerships) projects on a daily basis. Learn more about how a surety views its role in P3 projects. Presenters discuss the key issues that surety professionals need to know -- including the basics of P3, surety areas of focus, and the future outlook in the U.S. market.

    David L. McVicker

    Vice President, Surety, Zurich North America

    David L. McVicker is a Vice President with Zurich Surety and a 30 year veteran with the company. He has participated in the underwriting and bond issuance on numerous P3 transactions. In 1980 he started with Zurich -- Fidelity & Deposit Company of Maryland -- in the Internal Audit Division and Comptrollers Department. He began his surety career with the underwriting team, holding various management positions in the Financial Guarantee and Contract Divisions. In 2006 Mr. McVicker became Senior Underwriting Officer in the Large Account Group and was promoted to Vice President, International Surety in early 2010 before becoming Vice President of Surety, responsible for contract underwriting for the Central Region of the U.S.  

    Paul Ranalli

    Senior Surety Account Executive & Practice Leader Zurich North America

    Paul Ranalli is Senior Surety Account Executive/Practice Leader P3 with Zurich Surety. He is a 26 year veteran of the surety industry. He began his career with HMS Insurance Associates of Hunt Valley, MD in 1986.  He worked in the branch and home offices of USF&G/St. Paul in Baltimore and in the Columbus, Ohio branch offices of St. Paul/Travelers and Zurich NA.  Mr. Ranalli joined Zurich in 2004 and is presently transitioning from field office account responsibility to P3 Practice Leader for Zurich Surety. 

    Courtney Turnage Walker

    Assistant Vice President for Surety Product Underwriting, Zurich North America.

    Courtney Turnage Walker is an Assistant Vice President for Surety Product Underwriting for Zurich North America. She has been in the surety industry for over 20 years where she has been employed as a surety claims attorney, as outside counsel with a surety and fidelity specialty law firm, and as a risk manager for surety underwriting. Ms. Walker helped develop a P3 bond form for Zurich and has been involved in the risk analysis of several P3 projects. She is a member of the Louisiana and North Carolina Bar Associations, the American Bar Association and is active in the Fidelity and Surety Law Committee within the ABA.

  • Public-Private Partnerships: Insights from the Canadian Model

    Contains 3 Component(s) Recorded On: 09/07/2012

    With over one hundred P3 (public-private partnership) projects completed or presently under way in the last 15 years, the Canadian construction and surety market is more mature than the United States market.

    With over one hundred P3 (public-private partnership) projects completed or presently under way in the last 15 years, the Canadian construction and surety market is more mature than the United States market. In this seminar you hear from seasoned surety professionals how this market has evolved and insights into the Canadian P3 market.

    Sean Deakin

    Surety Manager, Zurich North America

    Sean Deakin is the Surety Manager for Zurich's Canadian operations with oversight for Contract Surety. Prior to joining Zurich in 2007, he held a number of underwriting and management positions with another large Canadian surety. With over 17 years surety experience, Mr. Deakin has been an active participant in the Canadian P3 (public-private partnership) marketplace and was a member of the Surety Association of Canada team tasked with negotiating industry acceptable terms with Infrastructure Ontario, the agency mandated to oversee all P3 activity in the Province of Ontario.

    Courtney Turnage Walker

    Assistant Vice President for Surety Product Underwriting, Zurich North America.

    Courtney Turnage Walker is an Assistant Vice President for Surety Product Underwriting for Zurich North America. She has been in the surety industry for over 20 years where she has been employed as a surety claims attorney, as outside counsel with a surety and fidelity specialty law firm, and as a risk manager for surety underwriting. Ms. Walker helped develop a P3 bond form for Zurich and has been involved in the risk analysis of several P3 projects. She is a member of the Louisiana and North Carolina Bar Associations, the American Bar Association and is active in the Fidelity and Surety Law Committee within the ABA.

  • The Three Cs of Surety E&O: Using Character and Capacity to Avoid Spending Cash on Attorneys

    Contains 3 Component(s) Recorded On: 08/28/2012

    Lawsuits against professionals are on the rise, and surety professionals are not immune.

    Lawsuits against professionals are on the rise, and surety professionals are not immune. This report helps you to better understand the how and why of the latest attacks on your profession. It also provides instruction on how to maximize your existing (professional and technical) capacities to preserve evidence you need to protect your good name.

    Edward M. (“Butch”) Weed

    Former Surety underwriter & Agent, Martin Weed, LLC

    Edward M. (“Butch”) Weed is a former surety underwriter and agent who attended several NASBP meetings and participated in Surety School in 1986.  Since 1991, when he became an attorney, his practice has regularly involved the defense of claims against agents and other professionals as well as litigation involving surety bonds, insurance, construction and environmental issues. He has spoken to and written articles for contractors, insurance professionals and attorneys on issues ranging from evidence to contract documents to general liability coverage. Mr. Weed is a member of the Defense Research Institute (DRI), the Society of Chartered Property Casualty Underwriters (CPCU), and the Claims and Litigation Management Alliance (CLM). In 2005, he founded Martin Weed, LLC in Birmingham, Alabama.

  • Tablet Technology – How to Maximize Your Time Out of the Office

    Contains 3 Component(s) Recorded On: 07/24/2012

    This seminar discusses the various tablet platforms: device format/setup, security, connectivity and options, data storage applications, data sharing, note taking, useful accessories, and applications built into most devices sure to make any producer more productive and efficient while “in the field.” The presenters are bond producers who use their tablets in their day-to-day operations.

    This seminar discusses the various tablet platforms: device format/setup, security, connectivity and options, data storage applications, data sharing, note taking, useful accessories, and applications built into most devices sure to make any producer more productive and efficient while “in the field.” The presenters are bond producers who use their tablets in their day-to-day operations.

    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.

    Nick Newton

    Vice President, Rudnik Surety, Inc.

    Nick Newton is Vice President at Rudnik Surety, Inc. After attending Concordia College and majoring in Business Administration and Mathematics he entered the surety business as a marketing representative for Western Surety Company. He then worked as marketing rep and field underwriter for United Fire & Casualty Company. After seven years on the company side he became a broker, working for Patrick Thomas Agency. He helped form Associated Bonding before joining Rudnik Surety. His NASBP involvement includes chair of the Automation & Technology Committee and membership on the Commercial Surety, Small & Emerging Business, Ethics, Membership, and Region 5 Steering Committees.  Other industry involvement includes past president of Minnesota Surety Association and Minnesota Association for Guardianship 

  • Ethics as a Risk Management Tool

    Contains 3 Component(s) Recorded On: 07/10/2012

    How can sound ethical values play a role in the management of risk? What are some of the real-life dilemmas encountered in the unique world of Surety? We discuss the issues surety professionals deal with on a daily basis.

    How can sound ethical values play a role in the management of risk? What are some of the real-life dilemmas encountered in the unique world of Surety? We discuss the issues surety professionals deal with on a daily basis.

    Thomas J. Tropp

    Vice President, Corporate Ethics and Sustainability, Arthur J. Gallagher & Co.,

    Thomas J. Tropp is Vice President of Corporate Ethics and Sustainability for Arthur J. Gallagher & Co., reporting directly to Chairman and Chief Executive Officer. He spends much of his time traveling to Gallagher offices around the world, speaking and listening to Gallagher employees regarding the values of the company and the role of ethics in business. He also gives presentations to industry and professional groups on the importance of an ethical culture and Corporate Social Responsibility.

  • Mediation to Resolve Disputes and Save Valuable Relationships: What Producers Can Do To Educate Their Clients and the Sureties They Represent

    Contains 3 Component(s) Recorded On: 06/19/2012

    Well over 80% of construction disputes that end up in litigation or arbitration are resolved by mediation before trial or hearing. Mediation is a dispute resolution tool that works.

    Well over 80% of construction disputes that end up in litigation or arbitration are resolved by mediation before trial or hearing. Mediation is a dispute resolution tool that works. It is especially effective in multi-party disputes like surety claims. It is also a very effective tool to resolve disputes before they deteriorate into litigation or arbitration.

    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.


    H. Bruce Shreves

    Managing Partner, Simon, Peragine, Smith & Redfearn

    H. Bruce Shreves, heads the construction/surety practice group at Simon, Peragine, Smith & Redfearn. Prior to entering private practice, he served with the U. S. Department of Justice, Criminal Division, and the U. S. Army Judge Advocate General Corps. Mr. Shreves has lectured and written on numerous occasions on construction and surety law issues for the American Bar Association and other national programs. He has authored numerous publications and papers. He is affiliated with the American Arbitration Association handling dispute resolutions in the construction, insurance and surety industry, specializing in complex construction cases. He currently serves as Chair of the Louisiana Bar's Section on Fidelity, Surety and Construction Law. He is a member of American Bar Association Forum Committee on the Construction Industry, and is past Chair of the American Bar Association’s Fidelity & Surety Law Committee, Tort Trial Insurance Practice Section. He has been a frequent speaker on arbitration and mediation topics for the American Arbitration Association, American Bar Association and other groups. 

  • A Producer’s Guide to Building Your Practice – Identifying, Evaluating, Maintaining, and Working Your “Top 120”

    Contains 3 Component(s) Recorded On: 06/05/2012

    This dynamic conversation includes a consultant with a track record for changing how companies and individuals expand their sales capacity and ability, a seasoned and highly successful professional, and a rising-star producer.

    This dynamic conversation includes a consultant with a track record for changing how companies and individuals expand their sales capacity and ability, a seasoned and highly successful professional, and a rising-star producer. The presenters discuss the common characteristics of the most successful selling organizations, best practices in territory management, and share their personal strategies for daily success.

    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. 

    Joshua A. Etemadi

    Assistant Vice President, Construction Bonds

    Joshua A. Etemadi joined Construction Bonds in 2007 where he focuses on helping small contractors significantly increase their bonding capacity. He has been very successful in moving contractors from non-standard market/SBA supported bonds to standard market surety credit in short periods of time. Mr. Etemadi serves on a number of NASBP committees including the Automation and Technology Committee, Government Relations, State Government Affairs, 5-15, and he is vice-chair of the Small Business Committee He is a member of the DC Metropolitan Subcontractors Association and serves on the Leadership, Education, Advocacy and Development (LEAD) committee.

    Lawrence F. McMahon

    Senior Vice President & Surety Manager, Alliant Insurance Services, Inc.

    Lawrence F. McMahon is Senior Vice President and Surety Manager for Alliant Insurance Services, Inc. where he has been instrumental in developing the surety department and managing a number of large surety placements. He works closely with, and provides expert advice on surety to the Alliant Construction Unit and Alliant Public Entity Group. Mr. McMahon is NASBP First Vice President, has been a faculty member of the William J. Angell Surety School since 2000, and helped develop the curriculum for the NASBP Sales Workshop for Bond Producers where he is a key instructor. 

  • Getting Up to Speed on ESOPs: What Surety Professionals Need to Know

    Contains 3 Component(s) Recorded On: 05/15/2012

    With growing demand for Employee Stock Ownership Plans (ESOPs) as an exit strategy, the more you can understand and can counsel your clients, the better off you’ll both be.

    With growing demand for Employee Stock Ownership Plans (ESOPs) as an exit strategy, the more you can understand and can counsel your clients, the better off you’ll both be. We’ll look at a typical transaction, from the valuation process to implications on the company’s financial statements on a go-forward basis. We also help you understand ESOP elements important to sureties.

    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.

  • A Current Overview of Building Information Modeling (BIM) for Construction

    Contains 3 Component(s) Recorded On: 04/17/2012

    We look at real-world cases from a diverse set of large and small projects, using varied contractual methods in different geographic regions from different project types. We discuss the advantages and challenges of BIM and describe the perceived and real risks inherent to the BIM process.

    We look at real-world cases from a diverse set of large and small projects, using varied contractual methods in different geographic regions from different project types. We discuss the advantages and challenges of BIM and describe the perceived and real risks inherent to the BIM process.

    Dan Klancnik

    Virtual Construction Manager, The Walsh Group

    Dan Klancnik is responsible for implementing and directing The Walsh Group’s firm-wide strategy for building information modeling and virtual construction.  His duties include using Building Information Modeling (BIM) and Virtual Design and Construction (VDC) technology and processes to improve construction by identifying and solving problems, streamlining communication, and reducing waste.  He oversees a team that provides 3D communication visualizations, project planning and constructability reviews, 3D project coordination and interference management, visual scheduling, aids costing and estimating, coordinates field layout, and BIM services for facilities management. Dan also trains estimators, superintendents, and project managers on multiple CAD and BIM software platforms.

    Mr. Klancnik has over 10 years of building industry experience, the past four years with The Walsh Group.  He is a regular industry speaker on BIM for groups such as Autodesk, Bentley, the AGC, and McGraw Hill.  His extensive experience covers multiple project types.