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  • 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.  

  • The Commercial Lending Environment – A Banker’s View

    Contains 3 Component(s) Recorded On: 05/19/2009

    A discussion of the current national economic conditions; construction Industry issues and trends; underwriting and monitoring considerations – all from a banker’s point of view.

    A discussion of the current national economic conditions; construction Industry issues and trends; underwriting and monitoring considerations – all from a banker’s point of view.

    Martin “Dev” Strischek

    Senior Vice President, SunTrust Banks, Inc.

    As senior credit policy officer, Dev is responsible for developing, implementing, and administering credit policies for all of SunTrust’s wholesale lines of business--commercial, commercial real estate, corporate investment banking, private banking, and private client services.   He also spent three years as credit administrator and managing director of credit risk management in SunTrust’s Florida commercial lending and corporate investment banking areas, respectively. 

    Prior to SunTrust, Dev was chief credit officer for Barnett Bank’s Palm Beach market.  Besides stints at other banks in Florida, Kansas City, and Ohio, Dev’s experiences outside of banking include CFO of a Honolulu construction company, combat engineer officer in the U.S. Army, and college economics instructor in Hawaii, Missouri, and Florida.