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  • Understanding and Underwriting Court Bonds: Current Requirements and Opportunities

    Contains 3 Component(s) Recorded On: 03/08/2011

    In this seminar an agent and an underwriter discuss court bonds in today’s environment. Hear about the types of court bonds now being required and the underwriting guidelines for them. Learn how providing court bonds can help increase agency revenue and build a larger client base.

    In this seminar an agent and an underwriter discuss court bonds in today’s environment. Hear about the types of court bonds now being required and the underwriting guidelines for them. Learn how providing court bonds can help increase agency revenue and build a larger client base.

    Dale A. (Dedi) Belis

    Surety Bond Specialist, Nielson, Hoover & Company, Inc.

    Dale A. (Dedi) Belis is Surety Bond Specialist at Nielson, Hoover & Company, Inc. Previously she served as Surety Manager for Seitlin Insurance & Advisory Services in South Florida with more than 20 years experience in the South Florida surety market. She specializes in contract surety, as well as large commercial surety accounts with international exposure. Ms. Belis is deputy chair of the NASBP Professional Development Committee and teaches commercial surety at the NASBP William J. Angell Surety School. She serves on the NASBP Commercial Surety Committee and is also a member of the Florida Surety Association, Associated Builders and Contractors and the Construction Association of South Florida

    Christopher Gagnon

    Commercial Underwriting Manager, International Fidelity Insurance Company

    Christopher Gagnon is Commercial Underwriting Manager with International Fidelity Insurance Company in Florida. He serves as an officer with the Florida Surety Association and participates to educate and inform the members about bond form issues and contract considerations. Mr. Gagnon has written bonds in all 50 states and has extensive experience with judicial and fiduciary bonds. When he was The Hartford he managed their commercial surety portfolio in Florida and authored a court bond guide for agents and underwriters.

  • Integrated Project Delivery: Developments in Design Liability Insurance and Risk Management

    Contains 3 Component(s) Recorded On: 02/08/2011

    The world of design and construction is changing. No longer are there bright-line divisions between professional services and work.

    The world of design and construction is changing. No longer are there bright-line divisions between professional services and work. This seminar discusses the challenges caused by the blurred responsibilities and the insurance response to this brave new world.

    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.

    Gene Todaro

    Construction Underwriting Specialist, Victor O. Schinnerer & Company, Inc.

    Gene Todaro has been employed with Victor O. Schinnerer and Company, Inc. in the Construction Industry Group for thirty years. His primary focus is underwriting, servicing and marketing of accounts in the Contractor's Professional and Pollution Liability Program. Previously, he was involved in Project Liability Insurance, Architect/Engineers, National Accounts and as the Underwriting Manager for the Construction Industry Group. 

    As an officer of the company, he is frequently asked to speak at industry group sessions concerning architects, engineers and contractors professional and pollution liability insurance issues.

    Gene holds a Bachelor of Science degree in Business Administration from the University of Maryland.  He is a member of the Metropolitan Washington Association of Independent Insurance Agents and is a licensed Property and Casualty agent in the State of Maryland.

     

    Currently, he is an AGC Active Member in the Maryland State Chapter and was appointed to the AGC National Risk Management Committee in 2004.

  • ERM – Managing at the Speed of Risk

    Contains 3 Component(s) Recorded On: 12/07/2010

    Enterprise risk management (ERM) includes the methods and processes used by organizations to manage risks and seize opportunities related to the achievement of their objectives.

    Enterprise risk management (ERM) includes the methods and processes used by organizations to manage risks and seize opportunities related to the achievement of their objectives. ERM is widely recognized as being responsible for helping firms establish a proactive process framework for planning, organizing and controlling the activities of the organization in order to optimize the effects of risk on capital and earnings.

    Linda Conrad

    Director, Strategic Business Risk Management, Zurich NA

    Linda Conrad is Director of Strategic Business Risk Management for Zurich Services Corporation. She leads a global team responsible for delivering Enterprise Risk and Resilience Management (ERM) solutions and insights to multi-national customers.  She and her team support customers by offering practical recommendations to optimize business resilience and maximize their strategic growth.

    Scott Rasor

    President, Construction Industry Segment, Zurich NA

    Scott Rasor is President of Zurich's Construction industry segment, the largest commercial insurer of construction professionals and contractors in North America. 

    Responsible for driving profitable growth and the development of customer centered value propositions, Scott leads an unmatched team that draws on Zurich's unique construction industry insight and superior service capabilities to deliver innovative solutions that create sustainable competitive advantages in the marketplace for his customers.

  • Customs Bonds in Today’s Environment

    Contains 3 Component(s) Recorded On: 11/30/2010

    Customs bonds are vital to any company importing goods into the U.S. as well as others including trucking companies, warehousemen, foreign trade zones, and construction companies.

    Customs bonds are vital to any company importing goods into the U.S. as well as others including trucking companies, warehousemen, foreign trade zones, and construction companies. This presentation includes discussion on: Coverages available under customs bonds, and their risk; anti-dumping and countervailing duty; how reconciliation and periodic monthly statements can help your client; new programs that could be important to your client; when construction companies need an airport security bond and other transportation-related bond requirements.

    Colleen Clarke

    Vice President, Surety, Roanoke Trade Services, 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).

    Bruce S. Haskell

    President & CFO of C.A. Shea & Company, Inc.

    Bruce S. Haskell is President & CFO of C.A. Shea & Company, Inc., an insurance broker intermediary specializing in placing and servicing bonds for brokers, agents and insurance professionals whose clients are engaged in importing and exporting.  The company has broad and seasoned expertise and is a recognized industry leader in the underwriting and administration of U.S. Custom bonds.  Mr. Haskell has over 25 years of experience in this field and works closely with the Bureau of Customs and Border Protection on many areas of regulation and policy.  Mr. Haskell is Executive Vice President of the Customs Surety Association and, in that capacity, is a member of the Customs/Surety Executive Committee.  As an active member of the Trade Support Network, which advises CBP on issues related to the development of their Automated Commercial Environment, Mr. Haskell serves as a Trade Ambassador and member of its Trade Leadership Committee.  Mr. Haskell is also a member of the Commercial Surety Committee of NASBP and former Tiger Trust recipient.

  • A Contractor’s Perspective on Public-Private Partnerships: Opportunities and Pitfalls

    Contains 3 Component(s) Recorded On: 10/26/2010

    Public Private Partnerships (P3s) is the latest development in project delivery systems and is being used by more and more by states to address the burgeoning decay of our civil and social infrastructure.

    Public Private Partnerships (P3s) is the latest development in project delivery systems and is being used by more and more by states to address the burgeoning decay of our civil and social infrastructure. In this seminar the following questions are addressed: What exactly are P3s? What are the opportunities available to your clients? What are the opportunities and the pitfalls for contractors in the new P3 world?

    Bill Ernstrom

    Vice President, Major Strategic Projects for Walsh Construction Company

    Bill Ernstrom is Vice President for Major Strategic Projects for Walsh Construction Company, one of the largest domestic contraction services companies in the United States. Mr. Ernstrom is one of the corporate leaders for Walsh on all large design-build, PPPs, and project pursuits involving alternative project delivery systems. He is also responsible for the underwriting of all major projects pursued by Walsh.

  • Financial Reporting: Helping Your Clients Put Their Best Foot Forward

    Contains 3 Component(s) Recorded On: 09/14/2010

    The contractor’s financial statement is the single most important source of information used by bond producers in their underwriting process.

    The contractor’s financial statement is the single most important source of information used by bond producers in their underwriting process. It must be timely, accurate and complete. This seminar will help you better understand and analyze your client’s financial statements.

    Emilio Alvarez

    Founder, E.F. Alvarez & Company

    Emilio F. Alvarez founded E.F. Alvarez & Company in 1974, an accounting and consulting firm concentrating exclusively on construction clients and now a leader in the construction accounting industry in South Florida. He provides construction contractor clients a wide range of tax services, financial reporting, and business counseling and is a reliable and trusted advisor to many contractors in every branch of the industry and to surety companies.

    Mr. Alvarez is a member of CICPAC (Construction Industry CPAs Consultant Association), CFMA (Construction Financial Management Association), The Associated General Contractors of America (AGC), American Institute of CPAs (AICPA), and Florida Institute of CPAs (FICPA). He serves on numerous association committees and is a frequent presenter and author. He is an adjunct professor of Construction Accounting at Florida International University in the School of Construction Management. 

  • Proposed FASB Revenue Recognition Rules—What Surety Professionals and their Contractor Clients Need to Know

    Contains 3 Component(s) Recorded On: 09/10/2010

    A proposed new Financial Accounting Standards Board (FASB) revenue recognition accounting standard will have significant impact on the preparation of contractor financial statements.

    A proposed new Financial Accounting Standards Board (FASB) revenue recognition accounting standard will have significant impact on the preparation of contractor financial statements. Under the proposed rule, revenue recognition will follow a performance obligation model, rather than a percentage of completion model. Learn how this will impact construction contractors and the users of their financial statements.

    Jerry T. Henderson

    National Industry Partner, BKD National Construction & Real Estate Group

    Jerry Henderson leads BKD’s Construction & Real Estate Group and is responsible for facilitating its growth through service innovation and the advancement of technical expertise among client service personnel. He provides technical input on matters unique to the construction and real estate industry and coordinates BKD’sconsulting services to contractors and real estate developers. Mr. Henderson writes for national trade journals, such as the Construction Financial Management Association’s Building Profits and speaks at regional and national conferences. He is the professional co-chair of the emerging issues committee of the Construction Financial Management Association and is a member of Associated General Contractors of America’s National Tax & Fiscal Affairs Committee. 

    Patrick Pribyl

    Senior Vice President with LocktonCompanies, LLC

    Patrick Pribyl is a Senior Vice President with LocktonCompanies, LLC. He is Team Leader of the International Surety Operations Department with more than 55 surety-only professionals. Since joining Locktonin 1991, Mr. Pribylhas gained international account expertise through is work withBlack & Veatch, Burns & McDonnell, HDR, MMC Corp, MWH Global, PBSJ Corp, Layne Christensen, and J.E. Dunn. Through his active involvement in construction and surety industry associations -including the National Association of Surety Bond Producers, Surety and Fidelity Association of America, Design-Build Institute of America, and Associated General Contractors of America -Mr. Pribylhas developed key executive-level relationships with the major surety markets and industry leaders.

    Darrin Weber

    President, IMA of Texas, Inc.

    Darrin Weber is President of IMA of Texas, Inc. where he oversees the insurance and surety bond operations for the Dallas office. He is also a member of the board of directors for IMA, Inc. Before joining IMA in 2004, he was with Dodson-Bateman & Company (Arthur J. Gallagher & Company in Chicago and Dallas) where he oversaw construction insurance and surety bond operations. Darrin is chairman of the NASBP Insurance & Risk Management Committee and an active member of Quoin, the Dallas Chapter of the Association of AGC, Associated Builders and Contractors of North Texas, CFMA, and ASA.

  • Mortgage Broker Bonds: Legal Changes and Business Implications for Producers

    Contains 3 Component(s) Recorded On: 08/31/2010

    This presentation looks at mortgage license and permit bonds in relation to the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 and how the act triggered changes in various state mortgage bond statues.

    This presentation looks at mortgage license and permit bonds in relation to the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 and how the act triggered changes in various state mortgage bond statues.

    Corban Enns

    President, Surety Solutions, LLC

    Corban Enns is President and founder of Surety Solutions, LLC, in Salem, Oregon. The company provides support to mortgage companies in their growing demand for mortgage license and permit bonds. His initial exposure to surety bonds occurred while he was working for a Texas law firm specializing in multi-state licensing for mortgage companies. He was responsible for communicating with obligees and clients, ensuring their bonding requirements were met during license acquisition and in ongoing maintenance. 

    Martha L. Perkins

    Partner, Whiteford, Taylor & Preston, LLP

    Martha L. Perkins is a partner in the law firm of Whiteford, Taylor & Preston, LLP in Washington, DC, and focuses her practice in construction, surety, and fidelity law. Ms. Perkins regularly represents owners, contractors, and subcontractors in contract negotiation and dispute resolution. She represents clients on “green” issues, including the language of green contracts, risk identification and mitigation, and arbitrating green disputes. She is a member of the Associated General Contractors of America’s Risk Management Committee and Contracts Documents Committee, the American Bar Association’s Forum on the Construction Industry, and the Washington Building Congress. Ms. Perkins has written extensively and lectures frequently on construction, surety, and fidelity law issues.

  • Onerous Contract Terms: Damages, Performance Guarantees, Default Triggers, and Other Contract Nasties

    Contains 3 Component(s) Recorded On: 08/17/2010

    In today’s difficult economy, some construction owners have been emboldened to include more onerous terms in their contracts.

    In today’s difficult economy, some construction owners have been emboldened to include more onerous terms in their contracts. Such terms can mean the difference between a contractor realizing its margin or having to go out of business. This presentation spotlights and explains critical terms that can make or break a construction contract and how to avoid or address so that they do not lead to disaster.

    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.

  • The Surety’s Strategy and Rights When the Principal Files for Bankruptcy

    Contains 3 Component(s) Recorded On: 08/11/2010

    This presentation gives an in-depth view of what happens when a principal files for bankruptcy, including: information gathering; automatic stays; property of the debtor’s estate; debtor’s use of property of the estate; obtaining post-petition surety credit; and much more.

    This presentation gives an in-depth view of what happens when a principal files for bankruptcy, including: information gathering; automatic stays; property of the debtor’s estate; debtor’s use of property of the estate; obtaining post-petition surety credit; and much more.

    George J. Bachrach

    Partner, Wright, Constable & Skeen, LLP

    George J. Bachrach is a partner in the Baltimore, Maryland law firm of Wright, Constable & Skeen, LLP.  He is a graduate of Harvard University, B.A., cum laude, 1971, and Georgetown University Law Center, J.D. 1974.  He has represented surety companies in performance bond, payment bond and commercial surety bond claims, workouts and related bankruptcy proceedings for over 36 years.  Mr. Bachrach is a former Chair of the ABA/TIPS Fidelity and Surety Law Committee (2001 to 2002), and is a member of the Surety Claims Institute and the National Bond Claims Association among his many surety industry affiliations.  He is also a member of the ABA Forum on the Construction Industry.  On May 21, 2009, Mr. Bachrach received the ABA/TIPS Fidelity and Surety Law Committee Martin J. Andrew Award for Lifetime Achievement in Fidelity and Surety Law.  Mr. Bachrach is a frequent author, editor, program chair and speaker on surety issues, including the surety’s performance bond rights, options and obligations; the surety’s indemnity agreement, subrogation and salvage rights; the surety’s claims investigation rights and claims handling process; and commercial surety and contract surety bankruptcy issues.