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  • Federal Contracting Opportunities: Small Business is Big Business

    Contains 3 Component(s) Recorded On: 03/23/2010

    We discuss the issues to be considered by anyone pursing a federal contract, including: legal issues, use of Design-Build, teaming agreements, mentor-protégé agreements, bonding assistance and indemnification agreements, disclosure and reporting requirements.

    We discuss the issues to be considered by anyone pursing a federal contract, including: legal issues, use of Design-Build, teaming agreements, mentor-protégé agreements, bonding assistance and indemnification agreements, disclosure and reporting requirements.

    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. 

  • Fraud Risk Factors for Construction Contractors

    Contains 3 Component(s) Recorded On: 03/09/2010

    We discuss the internal control areas unique to construction contractors. Information presented includes: estimating and bidding; project administration; job site accounting and controls; billing procedures; contract costs; contract revenues; construction equipment; claims, extras, back charges; and joint ventures.

    We discuss the internal control areas unique to construction contractors. Information presented includes: estimating and bidding; project administration; job site accounting and controls; billing procedures; contract costs; contract revenues; construction equipment; claims, extras, back charges; and joint ventures.

    Karen Courney

    Senior Consultant, Wolf & Company LLP

    Karen A. Courney, CPA is Senior Consultant in Audit and Accounting Services, a Construction and Real Estate Specialist with Wolf & Company LLP. She works with construction and real estate companies, including residential and commercial developers and contractors, home builders, general contractors and subcontractors and other real estate entities. In addition to providing traditional audit, accounting, and tax services to clients, she acts as business advisor and consultant focusing on profit improvement issues, internal controls, operational efficiency, compliance with federal and state regulations, staffing issues, and interpreting and reacting to the information from an organization’s financial statements. Karen presents on business operations, internal controls, and fraud prevention and authors articles for industry related publications. She is a member of the American Institute of Certified Public Accountants, Illinois CPA Society, Northern Illinois Home Builders Association and the Home Builders Association of Greater Chicago.

    Charles Dillman

    Senior Manager, Greer & Walker

    Charles Dillman, CPA, CFE, has been with Greer & Walker for eight years and is currently a senior manager in the Audit practice. He has significant experience with real estate developers and property managers, contractors, professional service firms, manufacturers, and not-for-profits. Prior to joining Greer & Walker, Chip worked in the Chicago office of PricewaterhouseCoopers for five years in the Dispute Analysis & Investigations group where he focused on internal control assessments, potential fraud situations, and litigation support efforts. Chip is a member of the American Institute of Certified Public Accountants, the North Carolina Association of Certified Public Accountants, the Association of Certified Fraud Examiners, and the Home Builders Association of Charlotte. He is also a Certified Fraud Examiner.

  • Agency Profitability: MarshBerry Benchmarking Results

    Contains 3 Component(s) Recorded On: 01/12/2010

    This presentation is a summary of the 2009 benchmarking study conducted by MarshBerry on behalf of the NASBP. The study provides performance standards for agencies, specifically for bond operations.

    This presentation is a summary of the 2009 benchmarking study conducted by MarshBerry on behalf of the NASBP. The study provides performance standards for agencies, specifically for bond operations.

    Doug Terrill

    Senior Vice President, MarshBerry

    Doug Terrill is Senior Vice President at MarshBerry, a company he joined in 1993 as a consultant responsible for preparing appraisal reports and assisting agencies with strategic business planning. Mr. Terrill’s extensive knowledge of agencies and information systems provides the foundation for MarshBerry's ability to compile and analyze financial and operational statistics for the purpose of establishing standards for the insurance industry. His current responsibilities include managing the company's information services which includes directing MarshBerry’s premier benchmarking service Perspectives for High Performance (PHP). He is also responsible for the planning and implementation of insurance company services and continues to consult agencies on perpetuation, business planning and agency value. Mr. Terrill speaks frequently before carriers and agencies and writes insurance-related articles for national publications.

  • Strategic Planning in a Volatile Business Environment

    Contains 3 Component(s) Recorded On: 11/10/2009

    Given the recent volatility of the economy, it is easy for a business to adopt a crisis management style and lose sight of its primary vision and mission. In this seminar we will look at the disciplines key to ensuring success in any environment.

    Given the recent volatility of the economy, it is easy for a business to adopt a crisis management style and lose sight of its primary vision and mission. In this seminar we will look at the disciplines key to ensuring success in any environment.

    S. Scott MacDonald

    President and CEO, SWGSB Foundation; Director, Assemblies for Bank Directors; and Adjunct Professor of Finance, Southern Methodist University

    S. Scott MacDonald, Ph.D. is president and CEO, SW Graduate School of Banking (SWGSB) Foundation, director of the Assemblies for Bank Directors, and Adjunct Professor of Finance, Cox School of Business, Southern Methodist University.  A recipient of numerous teaching and research awards, Dr. MacDonald has been a featured speaker at NASBP Regional Meetings and is a frequent speaker at professional programs, banker associations and banking schools.  He is a sought after strategic planning visionary and consultant to the financial services industry. Dr. MacDonald is published in professional academic journals such as The Journal of Financial Economics, The Journal of Business, The Journal of Futures Markets, The Review of Futures Markets, Quarterly Journal of Business and Economics, and the Journal of Money, Credit and Banking.

     

  • The Risks Unique to Green Building: What Bond Producers and Sureties Need to Know

    Contains 3 Component(s) Recorded On: 10/20/2009

    This seminar is designed to prepare bond producers and sureties to understand and better manage the unique challenges associated with green building projects.

    This seminar is designed to prepare bond producers and sureties to understand and better manage the unique challenges associated with green building projects. It focuses on : U.S. Green Building Council and LEED legislative efforts to mandate green standards; contractual agreement on project objectives; definition of responsibilities and allocation of risks; green warranties and guarantees; the green certification process; credit implementation; insurance considerations; limiting liability; and green litigation and arbitration.

    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.

  • Financial Reporting: Helping Your Clients Get it Right

    Contains 3 Component(s) Recorded On: 10/06/2009

    These key things are reviewed: Helping surety bond producers hold productive discussions with their clients about expectations related to financial reporting; tips on how to establish realistic deadlines for financial reporting; an overview of recently issued and pending accounting rules affecting contractor financial statement; key indicators leading up to a possible “going concern” audit opinion; and much more.

    These key things are reviewed: Helping surety bond producers hold productive discussions with their clients about expectations related to financial reporting; tips on how to establish realistic deadlines for financial reporting; an overview of recently issued and pending accounting rules affecting contractor financial statement; key indicators leading up to a possible “going concern” audit opinion; and much more.

    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. 

  • Marketing Strategies for Commercial Surety That Produce Results

    Contains 3 Component(s) Recorded On: 09/15/2009

    This presentation discusses how the continuing difficulties in the construction sector have put unexpected pressure on the ability of member agencies to maintain the level of income of prior years. They show how expanding agency attention and resources toward the production of more commercial surety may help to relieve some of that pressure.

    This presentation discusses how the continuing difficulties in the construction sector have put unexpected pressure on the ability of member agencies to maintain the level of income of prior years. They show how expanding agency attention and resources toward the production of more commercial surety may help to relieve some of that pressure.

    Paul D. Amstutz

    Executive Vice President, Surety Operations Roanoke Trade Services, Inc.

    Mr. Amstutz is a 40+ year veteran of the surety industry.  His career has included underwriting responsibilities for fidelity; financial institutions; commercial surety; and contract surety.

    Mr. Amstutz served as President and CEO of Washington International Insurance Company (NAS Surety Group) from 1987 until his retirement in May of 2004.  He joined Roanoke Trade in December of 2004.  Roanoke is a leading provider of Customs bonds in the U.S., in addition to a significant volume of other commercial surety bonds.

    In addition to serving as a past member of the Board of Directors of the Surety Association of America, Mr. Amstutz currently serves as a member of the NASBP Board of Directors; the Commercial Surety Committee; and the Professional Development and Education Committee.  He is also a current member of the faculty of the William J. Angell Surety School.      

    Steven A. Swartz

    Founder, South Coast Surety

    Steve is a California native, born in Los Angeles. He entered into banking in the Los Angeles area in 1971 and has continuously been in the financial field since then. In the early eighties he started his own equipment financing firm, SCS leasing.

    Using his financial analysis and marketing skills, Steve entered surety and helped found Pac-Coast Bond and Insurance Services in 1989 and has been involved in surety for over twenty years.

    In 1995 Steve established his own agency, South Coast Surety. The firm initially specialized in providing contract surety support on an account basis.

    Steve built and established the agency website www.southcoastsurety.com in the same year. It became apparent that there was a growing call for servicing commercial bond needs. Through the website activity and Steve’s direction the agency became more engaged in writing commercial bonds and supporting insurance agencies as a transactional bond wholesaler.

    Today, South Coast Surety services thousands of insurance brokers across the country. Being licensed in all 50 states, the agency supports both transactional and account commercial and contract bonds. South Coast Surety bills up to 1000 bonds per month. They have established a number of commercial bond programs and have in-house underwriting authority with a number of surety companies.   

  • 10 Steps to Becoming a More Profitable Construction Business

    Contains 3 Component(s) Recorded On: 08/18/2009

    Construction industry success is rarely a question of working harder; more often greater success comes from creating appropriate business management systems that will help a contractor manage the office and his/her jobs more profitably.

    Construction industry success is rarely a question of working harder; more often greater success comes from creating appropriate business management systems that will help a contractor manage the office and his/her jobs more profitably. This session will introduce a road map—10 steps—to help your contractor clients evaluate, implement, and utilize key construction management systems that, if used correctly, will lead to higher profitability and success.

    Leslie Shiner

    Owner & Principal, The ShinerGroup

    Leslie Shiner has more than twenty years experience as a financial and management consultant for the construction industry. She is owner and principal of The ShinerGroup, a consulting firm helping contractors maximize profits and gain financial control, and is author of numerous publications including Profit Press Profit Guides: “Choosing ‘Best Fit’ Construction Management Software” and “Health Checkup for Your Construction Business”. Ms. Shiner has received the CEDIA Top 10 Instructor Award multiple years. She is on the faculty of the NASBP Risk Workshop, teaches construction accounting and project management around the country, and frequently speaks at industry conferences.

  • Surety Claims: What Are Companies Seeing Today and What’s on the Horizon?

    Contains 3 Component(s) Recorded On: 07/14/2009

    Most sureties have not seen a dramatic uptick in frequency or severity of claims in the recent economic downturn. Whether that will hold or not is anyone’s guess. We look at some trends and conditions claims departments are noticing.

    Most sureties have not seen a dramatic uptick in frequency or severity of claims in the recent economic downturn. Whether that will hold or not is anyone’s guess. We look at some trends and conditions claims departments are noticing.

    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.


  • The Principal’s Bankruptcy: What You Really Need to Know

    Contains 3 Component(s) Recorded On: 06/16/2009

    The world does not end when the surety’s principal files for bankruptcy.

    The world does not end when the surety’s principal files for bankruptcy. In addressing the surety issues, highlights of this presentation include: What the surety can and can’t do; the good and bad of collateral; and providing future bonds for the principal.

    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.