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  • Technology: A Way to Increase Sales and Efficiency

    Contains 3 Component(s) Recorded On: 08/23/2011

    While the surety business and industry is all about relationships, technology is an important component to the future of both.

    While the surety business and industry is all about relationships, technology is an important component to the future of both. Technology will never replace our experience or our personal relationships but it will allow our business and our industry to become more productive, accurate and efficient.

    Deborah L. Burton

    Assistant Vice President, Surety, Wells Fargo Insurance Services USA, Inc.

    Deborah L. Burton is Assistant Vice President, Surety with Wells Fargo Bond/Construction Department. Her primary focus is commercial surety and the automation of the surety process. Ms. Burton joined Wells Fargo Insurance Services of Kentucky in November, 2004. Her primary focus is on the development and growth of the commercial surety business. She began her insurance career with Lockton Companies of Colorado - Surety Division in 1989 as a Bond Account Executive/Assistant Vice President, handling national contract and commercial surety accounts, as well as local surety clients.

    Ms. Burton serves as Vice-Chairman of the NASBP Automation and Technology Committee. She also serves on the Wells Fargo Technology Committee, Liberty Mutual Insurance Company Automation Producer Council, and Travelers B2B Pilot Program.  

    Nick Newton

    Vice President, Rudnik Surety, Inc.

    Nick Newton is Vice President at Rudnik Surety, Inc. in Minneapolis which he joined in 2011. He began his surety career with Western Surety Company and United Fire & Casualty Company in marketing and field underwriting positions.  In 1996 he switched to the agency side, working for a probate and court bond agent in Minneapolis before starting up Associated Bonding in 2001. 

     Mr. Newton is chairman of the NASBP Automation and Technology Committee. He serves on the NASBP Commercial Surety, Ethics, Small and Emerging Business, and Region 5 Steering Committees as well as the Steering Committee for Insurance Automation Group’s Erlon surety product. He has served as president of the Minnesota Surety Association and as president of the Minnesota Association for Guardianship & Conservatorship.

  • Update on Recent FASB Projects of Interest to the Construction Industry, Sureties, and Auditors

    Contains 3 Component(s) Recorded On: 08/09/2011

    Update on recent FASB projects of interest to the construction industry, sureties and auditors: Developments on the controversial revenue recognition proposal, final action on multiemployer defined benefit pension plan disclosures, and private company financial reporting procedural developments at FASB.

    Update on recent FASB projects of interest to the construction industry, sureties and auditors: Developments on the controversial revenue recognition proposal, final action on multiemployer defined benefit pension plan disclosures, and private company financial reporting procedural developments at FASB.

    Kenny Bement

    Project Manager, FASB

    Kenny Bement is FASB project manager on the joint FASB-IASB Revenue Recognition project. His efforts at the FASB, in collaboration with the IASB, have led to the FASB’s publication of the 2008 Discussion Paper, the 2010 and 2011 Exposure Drafts, and eventually the new revenue standard (ASC 606) on revenue from contracts with customers. Bement is a Certified Public Accountant (CPA), a Certified Management Accountant (CMA), and a Certified Financial Manager (CFM). He has a Master of Accountancy degree and a Minor in Information Systems Management from the Marriott School of Management at Brigham Young University.

    Kevin Catalano

    Practice Fellow, FASB

    Kevin Catalano is a practice fellow at FASB.  He works directly with Board members and staff of the FASB and the International Accounting Standards Board, along with staff from the SEC, PCAOB, AICPA, and management from Fortune 50 corporations to small privately-held companies, to develop and improve various accounting standards. This includes working directly with members of the Emerging Issues Task Force (EITF) and gaining unique insights into the capital markets as a result of interacting closely with many equity investors, lenders, and analysts. He also presented regularly at accounting and industry conferences around the U.S. where he delivered plain-English and concise financial accounting and reporting updates to educate thousands of business professionals.

    Mr. Catalano is a CPA in CT, NY, and NJ and a member of the American Institute of Certified Public Accountants. I hold a B.S. in accounting from Fairfield University, magna cum laude.

    William D. Hildebrand

    Practice Fellow, FASB

    Bill is an audit partner serving significant public and private companies, primarily with manufacturing, professional services and technology industries. With over 20 years of service to Grant Thornton, Bill’s experience including providing technical guidance on current accounting, internal control, auditing, PCAOB, financial reporting and SEC developments and providing business advice and insights to executives and audit committee members. He is also a member of the audit leadership team managing the New York and New England audit practices. Bill formerly served as the Professional Standards Partner servicing the offices and clients in New England focused on risk and practice management for several years. He also served a two-year term as a Practice Fellow at the Financial Accounting Standards Board (FASB). In this role he assisted the FASB board members and staff on several issues, including disclosures about an employer’s participation in multiemployer plans. Bill also worked closely with the Emerging Issues Task Force (EITF) on several issues related to accounting by healthcare organizations.

    David Lomax

    Assistant Vice President & Underwriting Officer, Liberty Mutual Surety

    David Lomax is a surety professional currently serving as Assistant Vice President & Underwriting Officer of Liberty Mutual Surety, and is a member of FASB's Private Company Financial Reporting Committee.

    John McNerney

    General Counsel, Mechanical Contractors Association of America

    John McNerney is General Counsel at the Mechanical Contractors Association of America. He also serves as executive director of government and labor relations at MCAA. He covers regulatory and legislative issues for MCAA and works together with other specialty construction employer groups in the Campaign for Quality Construction, an alliance of five other prominent national union-sector employers groups—TAUC, NECA, SMACNA, ICEBAC, and FCA. He also works on national joint labor/management relations issues and legislative and policy positions with his counterparts at the United Association of Plumbers and Pipefitters, the national labor organization representing some 330,000 skilled pipe trades workers employed by MCAA members in the U.S. and Canada.

    Before coming to MCAA in 1996, Mr. McNerney worked at the Associated General Contractors of America, serving as the association’s staff attorney and as counsel to the AGC Federal Building Procedures Committee for five years. He was that organization’s first Director of Contract Documents, and later served as Director of the Building Division, and later still as Director of Collective Bargaining Services, staffing the AGC union-sector members’ ongoing relations with the AFL-CIO-affiliated Basic Trades unions.

  • 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.