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  • Managing the Complex Performance Bond Claim – Medic or Mortician

    Contains 3 Component(s) Recorded On: 07/26/2011

    Construction performance bond defaults represent one of the most significant areas of exposure for most contract surety companies.

    Construction performance bond defaults represent one of the most significant areas of exposure for most contract surety companies. This presentation gives you the inside view on what happens in the surety claim trenches when your account is near or in default or has significant claim activity.

    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.

    Rick Levesque

    Director with Hartford Bond

    Rick Levesque, a Director with Hartford Bond, has worked in the surety claim industry since 1987, principally in the area of construction performance and payment bonds. He began his surety career after law school, enjoying positions with Reliance Surety, St. Paul Fire and Marine and Hartford Bond. He is licensed in Washington and Pennsylvania and holds CPCU, AFSB and AIC designations. Mr. Levesque is a frequent speaker at industry gatherings, a former director of the National Bond Claims Association and the founder and current chairman of the Pearlman Association, a 501(c)(3) surety training organization.

  • ACORD Certificate Changes for Dummies: What has changed and what you need to know

    Contains 3 Component(s) Recorded On: 07/12/2011

    ACORD, the licensing company for insurance forms, has amended its certificate requirements.

    ACORD, the licensing company for insurance forms, has amended its certificate requirements. The new rules govern how insurance brokers and companies issue certificates. This presentation the issues surrounding the changes, what you need to know, and how you can best advise your clients.

    Don Appleby

    Regional Director, National Association of Surety Bond Producers; Associate Board, CCA

    Don Appleby has been with Willis of Colorado since 1999 after serving nine years in regional and branch surety underwriting positions with the St. Paul Seaboard Surety, and USF&G. With Willis his primary focus is on developing new surety clients, and he serves as a Client Advocate for existing customers. Don is a past president of the Rocky Mountain Surety Association, holds the Associate in Fidelity and Surety Bonding (AFSB) designation, and currently serves as a Regional Director for the National Association of Surety Bond Producers, and the Associate Board of the CCA.

    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.

  • Responsibilities for Crane Operations in Construction: Regulations, Standards, and Liability

    Contains 3 Component(s) Recorded On: 06/28/2011

    This presentation will look at the responsibilities for crane operations in construction under the new OSHA crane regulations and American Society of Mechanical Engineers’ standards, and their impact on litigation.

    This presentation will look at the responsibilities for crane operations in construction under the new OSHA crane regulations and American Society of Mechanical Engineers’ standards, and their impact on litigation.

    David A. Johnson

    Partner, SmithAmundsen’s

    David A. Johnson is partner in SmithAmundsen’s Chicago office. For over twenty years, he has focused his practice on construction law issues, representing commercial and residential owners, developers, architects, construction managers, general contractors, and specialty subcontractors. He has extensive experience in defending property damage, personal injury, and construction defect claims in mediation, arbitration and litigation. He has prosecuted and defended mechanics lien claims.

    Mr. Johnson focuses a segment of his practice on crane accidents involving personal injury, property damage, and product liability. He has extensive training in crane and rigging safety and inspection and is a CIC Certified Rigging/Signalperson. He has presented webinars and seminars on OSHA’s new crane regulations and the ASME B.30.5-2007 mobile crane standards with respect to compliance and responsibilities.

    He is admitted to practice in the State of Illinois, and the United States District Courts for the Northern District of Illinois, the Eastern District of Wisconsin, and the Eastern District of New York, and is a member of the Federal Trial Bar.

  • Bid Proposal Errors

    Contains 3 Component(s) Recorded On: 06/07/2011

    When submitting a bid or proposal in response to a federal solicitation, the bidder or proposer needs to be aware of the “firm bid rule” and most construction bids or proposals require submission of a bid bond.

    When submitting a bid or proposal in response to a federal solicitation, the bidder or proposer needs to be aware of the “firm bid rule” and most construction bids or proposals require submission of a bid bond. Key points discussed include: What happens if the bid or proposal contains an error; can the bid or proposal simply be withdrawn or corrected; what is the bid bond surety’s potential liability; what control does the surety have; and what is the risk?

    Steven L. Reed

    Partner, Smith, Currie & Hancock LLP

    Steven L. Reed is a partner in the Atlanta, Georgia and Washington, DC offices of Smith, Currie & Hancock LLP. He joined Smith Currie in 2007 and opened the firm’s Washington, DC office in 2008. Prior to this he was an Administrative Judge, Armed Services Board of Contract Appeals (ASBCA) where from 2000-2006, he mediated, otherwise resolved, or adjudicated 136 appeals involving all types of contracts awarded by the Department of Defense, the Department of Health and Human Services, NASA, the U.S. Postal Service, the Department of Justice, the Washington Metro bus and rail system, and the Panama Canal Commission. During 1994-2000, as an Administrative Judge with the U.S. Army Corps of Engineers Board of Contract Appeals (ENG BCA) and from 1988-1994, as a Hearing Examiner with the ENG BCA, Mr. Reed’s docket included 225 appeals addressing matters related to the Corps’ Civil Works program (locks, dams, navigation, and flood prevention), the Washington Metro rail system, the Panama Canal, and Saudi Arabian military facilities and foreign military sales transactions. 

  • Funds Control: How to become an Underwriter Survivalist

    Contains 3 Component(s) Recorded On: 05/24/2011

    We explore the history of funds control/escrow, including the qualifications of a funds control company; the factors that qualify a contractor for funds control; determining when funds control do not make sense; and much more.

    We explore the history of funds control/escrow, including the qualifications of a funds control company; the factors that qualify a contractor for funds control; determining when funds control do not make sense; and much more.

    Michael C. Pecard

    Escrow Manager, North American Construction Services, Inc.

    Michael C. Pecard, Escrow Manager, has been active with North American Construction Services, Inc. since 2003. He is charged with the oversight of construction escrow accounts and the management of the escrow department. He works in conjunction with Sureties and bonding agents nationwide to establish construction escrow accounts. He believes that now is the time that escrow/funds control can really flourish and be a plus in the surety world.  He establishes escrow accounts with NACS' partner banks and works with contractors directly on a daily basis processing checks and maintaining escrow accounts. 

    Michael D. Williams

    President, CCI Surety, Inc.

    Michael D. Williams is President of CCI Surety, Inc. (CCI), a managing general underwriting company (MGU) with significant levels of underwriting authority for several corporate surety companies, with the ability to underwrite nationwide and utilizing many different tools to approve hard-to-place, non-standard, challenged contractor accounts that include U.S. SBA Surety Bond Guarantee Program, collateral, funds control, bond backs, and third party indemnity. He is also President of North American Construction Services, Inc. (NACS), a nationwide surety and non-surety funds control/escrow company incorporated in 1991. Earlier in his career he was with The Aetna Casualty & Surety Company 1982-1989, Amwest Surety Insurance Company 1989-1991, and MGU-The Fairfield Company 1991-1998.

  • Commercial Surety Bankruptcy – What Agents, Brokers and Underwriters Need to Know

    Contains 3 Component(s) Recorded On: 04/26/2011

    This presentation addresses the three stages of the life of a commercial surety bond account as it heads toward and then goes into bankruptcy.

    This presentation addresses the three stages of the life of a commercial surety bond account as it heads toward and then goes into bankruptcy.

    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.  

  • Selling in the New Economy: The three things Bond Producers need to do to be successful in today’s marketplace

    Contains 3 Component(s) Recorded On: 04/12/2011

    We identify how top bond producers create success in today’s marketplace by examining the three key functions that separate stellar performers from the rest.

    We identify how top bond producers create success in today’s marketplace by examining the three key functions that separate stellar performers from the rest.

    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. 

  • Individual Surety Bonds on Federal Construction Contracts

    Contains 3 Component(s) Recorded On: 03/22/2011

    While individual sureties are allowed under federal contracts, there are many things you and your client need to understand before entering this market.

    While individual sureties are allowed under federal contracts, there are many things you and your client need to understand before entering this market. In this presentation learn about the issues surrounding individual surety bonds, the regulations pertaining to them, and how you can advise your client.

    Robert E. Little, Jr.

    Partner, Cohen Seglias

    Robert E. Little, Jr. is a partner at Cohen Seglias and a member of the Federal Contracting Group. He has significant experience in government contracts and government procurement including advising government contracting officers, government program managers, private bidders, and contractors on government acquisition regulations, laws and policies. He has extensive knowledge of Federal Acquisition Regulation (FAR) and its application to government contractors, particularly in the areas of construction, major systems, base operating services and energy. Mr. Little has more than three decades of experience in the private sector as well as public service with key assignments at U.S. Navy, Air Force and U.S. Government Accountability Office. He formerly served as Senior Associate Counsel, Headquarters, Naval Facilities Engineering Command (NAVFAC) for service supply and construction contracts worldwide. In this role, he worked directly with the Joint Guam Program Office (JGPO) in formulating the Department of Defense (DoD) position in response to Government of Japan (GoJ) questions regarding applicable laws and regulations.

  • 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.