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  • Contains 3 Component(s) Includes a Live Web Event on 04/04/2024 at 2:00 PM (EDT)

    Many construction-related contracts, ranging from negotiated EPC contracts to routine purchase orders, include clauses related to limitation of liability (LOL), damage limitation, indemnity, and exculpatory provisions.

    Many construction-related contracts, ranging from negotiated EPC contracts to routine purchase orders, include clauses related to limitation of liability (LOL), damage limitation, indemnity, and exculpatory provisions. On this NASBP Virtual Seminar, Jonathan Dunn of SMTD Law LLP, brings his more than 30 years of construction law experience to the table as he discusses commonly used limitation of liability provisions in construction contracting, the legal rules of when they will be enforced, and circumstances and situations where even if typically enforceable, the law will not allow LOL provisions as a means to escape responsibility.

    Jonathan J. Dunn

    Construction Lawyer

    Salamirad, Morrow, Timpane & Dunn LLP

    Mr. Dunn is a Chambers ranked construction lawyer, a Fellow in the Construction Lawyers Society of America, and has been recognized as an accomplished trial lawyer, including a 2019 top jury verdict.  Mr. Dunn concentrates his practice in construction law (including transactions, project support, and litigation), government and public contracts, creditor’s rights and complex commercial law matters, including real estate, collections and bankruptcy.  Mr. Dunn has thirty years’ experience in addressing complex legal and factual matters, especially those that arise out of construction disputes and defaults on federal, state (public works) and private construction projects in the United States.  In particular, Mr. Dunn has significant experience in complex construction disputes, including performance, changes, administration, delay, impact, disruption, inefficiency, extra-work, design scope, errors and omissions, differing site conditions, design-build, false claims, bid-protests, subcontractor substitutions, suretyship, guarantees, letters of credit and other construction matters.  Mr. Dunn has been qualified and testified in court matters as an expert witness in construction and surety law.

    Mr. Dunn also has numerous successes in complex commercial and bankruptcy / creditor cases, including collections involving fraud, trusts, family limited partnership and other asset-shielding devices, workouts – pre-bankruptcy and post-petition, fraudulent transfers and preferences, indemnity, pre-judgment remedies (writs of attachment, restraining orders, preliminary injunctions) and other collection issues.

    Mr. Dunn has successfully represented clients in trial, litigation, arbitration, and mediations, and handles a multitude of complex commercial transactions, project support and litigation in construction and bankruptcy matters at any given time.  Prior to joining the firm, Mr. Dunn was a senior partner at Sedgwick LLP, and prior to that in-house counsel for two national bonding companies, where he had management responsibilities for various construction and commercial default matters in the Western United States.  Prior to practicing law, Mr. Dunn was an active participant in his family’s construction business.

    EDUCATION

    • Seattle University School of Law, J.D., 1992
    • University of California Los Angeles (UCLA), B.A. Economics, 1989

    imageSee your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.

  • Contains 297 Product(s) 1 new product(s) added recently

    Registration for the 2024 NASBP Virtual Seminar Annual Subscription is now open and available only for NASBP Members, Affiliates, and Associates. For just $999–that’s almost half of what you would pay if you purchased each of the nearly two dozen 2024 Virtual Seminars individually.

    Registration for the 2024 NASBP Virtual Seminar Annual Subscription is now open and available only for NASBP Members, Affiliates, and Associates. For just $999–that’s almost half of what you would pay if you purchased each of the nearly two dozen 2024 Virtual Seminars individually.

    Multi-Subscription Discount

    NASBP also continues to offer a multi-subscription discount for subscribers from the same organization. This discount is available online for the enrolled member/location(s) of a NASBP Member and for participants from branch location(s) of an Affiliate member. For a Member or Affiliate to be eligible for a multi-subscription discount, one enrolled Member or Affiliate from the same organization must have already purchased the Virtual Seminar Annual Subscription at the $999 fee. Then, when another enrolled member/location of that same organization registers, they will be charged only the $259 multi-subscription discounted rate. If you are not seeing the discounted rate, please contact Professional Development at prodev@nasbp.org and request a multi-subscription discount registration code.

    All NASBP Virtual Seminar Annual Subscribers will automatically:

    • Be registered for all live Virtual Seminars held in 2024;
    • have access to recordings of all Virtual Seminars held in 2024 and
    • have access to the library of more than 270 past Virtual Seminars on-demand throughout the year!

    Interested in registering 19-plus locations? Additional discounts are available. Please contact NASBP Professional Development at prodev@nasbp.org for more information.

    Each purchased registration, regardless of rate, grants access to one computer login/phone connection per physical location.

    NASBP Virtual Seminar Annual Subscriptions are non-refundable and cannot be pro-rated.


  • Contains 109 Component(s) Recorded On: 04/01/2020

    NASBP's goal with Let's Get Surety is to pull back the curtain and get industry leaders and experts to open up and give an insider look at the surety industry. We promise each episode will be an engaging listen for everyone, whether you are a surety professional, industry stakeholder or just interested in learning more about surety! Listeners will hear surety stories, legislative updates, unique approaches to current challenges facing the industry, as well as trends and tips. Join our host Kat Shamapande and fun co-hosts and guests as we bond over bonding and discuss the world of surety and how it affects and improves our everyday lives!

    If you have ever gone to a school or a park, attended a large sporting event, rode on a bus, driven on a highway, bought imported goods, or sent a wire transfer, you have been protected by the surety product. Though many of us in the surety industry are in touch with this reality every day, it can often be something that those outside the surety industry or even some industry stakeholders don't always "get." That's why NASBP decided to launch, "Let's Get Surety!"

    Our goal is to pull back the curtain and get industry leaders and experts to open up and give an insider look at the surety industry. We promise each episode will be an engaging listen for everyone, whether you are a surety professional, industry stakeholder or just interested in learning more about surety! Listeners will hear surety stories, legislative updates, unique approaches to current challenges facing the industry, as well as trends and tips. Join our host Kat Shamapande and fun co-hosts and guests as we bond over bonding and discuss the world of surety and how it affects and improves our everyday lives!

    If you are interested in being a guest on the show or have a topic you want us to cover, drop us a line.

    Find out more at https://letsgetsurety.org/!

  • Contains 3 Component(s)

    This virtual seminar will describe the methods of a leading provider of subcontractor prequalification analysis and how that information contributes to a disciplined subcontractor risk management program.

    General Contractors subcontract the majority of their work to the subcontractor community and rely heavily upon the quality of their performance and business practices. Many of the leading GCs in the industry have developed procedures that rely upon internal and outsourced methods to prequalify and manage subcontractors.  They also use Surety Bonds and/or Subcontractor Default Insurance to help mitigate the risk of subcontractor default.  This virtual seminar will describe the methods of a leading provider of subcontractor prequalification analysis and how that information contributes to a disciplined subcontractor risk management program.

    Shelly Sullivan

    Director of Prequalification

    Markel Surety

    Shelly began her career in surety in Oklahoma in 1998.  She has underwritten from National American, Travelers and Merchants Bonding.  In June 2005, she joined the SureTec Team in Austin to help develop the prequalification department. Markel acquired SureTec in 2017 and the prequal division has continued to thrive.  Prequal services are now provided to more than 115 general contractors nationwide.  Shelly has a Masters in Business Admistration and a Bachelors in Business Administration, both from the University of Central Oklahoma.  In her spare time, she runs a foster based dog and cat rescue in Frisco, TX.  She has two grown children, one grand child and four personal dogs. 

    Juan Quinones

    Underwriting Officer

    Liberty Mutual

    Juan has more than 15 years of construction industry experience where he performed various roles for a global 100 construction firm; including liaising with cross-function teams in developing root cause analysis, as an audit manager, commercial risk manager, and project executive. Juan provides the SDI team with a depth of insights based on analytical acumen and using a process-centric background as a strategy for deriving business outcomes.

     

    Edward J. Heine (Moderator)

    Managing Director, Construction Specialty Division

    Marsh McLennan Agency

    Mr. Heine is Managing Director, Construction Specialty Division - Surety at Marsh McLennan Agency – Northwest Region.

    Since 1979, Ed has spent his entire career in the Surety and Construction Risk industry. He held surety underwriting positions in New York City, Seattle and Houston prior to joining Marsh McLennan Agency (formerly PayneWest Insurance) in 1990.  The agency has 26 offices throughout Washington, Oregon, Idaho and Montana and has built their Construction Specialty Division into their largest specialized division. Ed's current focus is the growth and sustainability of their effort.


    imageSee your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.

  • Contains 3 Component(s)

    U.S. law authorizes antidumping and countervailing duties on certain imports.

    U.S. law authorizes antidumping and countervailing duties on certain imports. These duties are intended to offset the value of dumping and or/ subsidization and are among the most commonly applied U.S. trade remedies. During this NASBP virtual seminar, we are joined by John Sheppard of C.A. Shea & Company and Michelle Lucaccioni of Tokio Marine HCC – Surety Group to discuss antidumping and countervailing duty and the impact this special class of duty has on Customs bond underwriting.

    Michelle Lucaccioni

    Vice President, Customs, and Commercial Trade and Transportation Surety

    Tokio Marine

    Michelle has been involved in the International Trade Segment of the Insurance Field since 1993 holding various roles throughout her career in both agency and company surety operations. From 2009 to 2019 Michelle served as Vice President of Surety for Navigators Management Company, Inc. (NMC). In April of 2019, Navigators became a Brand of The Hartford where Michelle managed the Customs and Logistics Surety Division until moving to her current role as Vice President of Customs Surety at Tokio Marine HCC in 2022

    John Sheppard

    Vice President, C.A. Shea & Company, Inc.

    C.A. Shea & Company, Inc.

    John Sheppard has been with C.A. Shea & Company, Inc. for over 22 years, and is currently the Vice President. He oversees the day to day operations of the bond department and is responsible for underwriting and dealing with Customs on both the local and executive levels.

    imageSee your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.

  • Contains 3 Component(s)

    During this NASBP Virtual Seminar, we are joined by Shailesh Kumar, Head of The Hartford's Global Specialty Insights Center, to discuss the economic and geopolitical trends that are impacting both contract and commercial bond producers and their clients!

    During this NASBP Virtual Seminar, we are joined by Shailesh Kumar, Head of The Hartford's Global Specialty Insights Center, to discuss the economic and geopolitical trends that are impacting both contract and commercial bond producers and their clients! You won't want to miss this insightful presentation offering an economic outlook in 2024 and beyond. 

    Shailesh Kumar

    Head of Global Specialty Insights Center

    The Hartford

    Shailesh Kumar is the head of the Global Specialty Insights Center. In this capacity he oversees economic and geopolitical research to provide insights and risk advisory services to the firm’s underwriting departments and its clients, brokers, and agents.

    Before joining The Hartford, Shailesh managed the Asia research and advisory practice at Eurasia Group, a political risk consulting firm. Prior to Eurasia Group, Shailesh was an economist at the US Department of Treasury where he served in various functions including developing the US government’s economic policies and engagement strategy with India, preparing financial market briefings for the President of the United States and Treasury Secretary, and other cabinet officials, and working on US Treasury securities market policies and issuance strategies to fund the nation’s deficit. Earlier in this career, Shailesh held positions at various investment banks as a global macro investment professional.  

    Shailesh earned a master’s degree in international affairs from The Fletcher School of Law and Diplomacy at Tufts University and a dual bachelor’s degree in finance and marketing from The Stern School of Business at New York University. 

    imageSee your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.

  • Contains 3 Component(s)

    Requests for bank fronted surety solutions are increasing considerably.

    Requests for bank fronted surety solutions are increasing considerably.  Join Robert Duke, Surety Counsel for Markel Surety and Thyson Steentjes, Director, Transaction Banking Financial Institutions for ANZ Bank, as they discuss the issues, considerations, mechanics and the state of play regarding this new and unique product, which requires an intentional and careful approach.

    Robert J. Duke

    Vice President and Legal Counsel

    Markel Surety

    Robert J. Duke is Vice President and Legal Counsel for Markel Surety. Prior to joining Markel, Rob was Surety Legal Counsel for Euler Hermes North America. Previously, he was General Counsel for The Surety & Fidelity Association of America, the industry trade association for insurance companies that write surety bonds. 

    Mr. Duke was in the surety and fidelity industry as a company underwriter and broker for 8 years before joining SFAA in 1999. Mr. Duke spent two years working in private law practice.

    He has authored several articles on surety and fidelity topics.  

    Mr. Duke graduated with a J.D. summa cum laude and first in class from Columbus School of Law, Catholic University in 2005. He graduated summa cum laude from Loyola College of Maryland in 1988 with a Bachelors in Business Administration and obtained a Masters in Business Administration from Loyola College in 1992.  

    Thyson Steentjes

    Director, Transaction Banking

    ANZ Bank, New York, NY

    Thyson heads the Transaction Banking function for Financial Institutions at ANZ in North America. Specialising in complex Trade & Supply Chain and Payments & Cash Management solutions Thyson’s role is to support efficient working capital and Treasury management functions for ANZ’s FI clients. This extends to both Bank and non-Bank FIs and in the last 4 years has seen an increasing emphasis on Bank fronting for Sureties.

    Originally from New Zealand where he joined ANZ in 2007 as a Graduate, he has held a variety of roles across the organisation including Product Management, Business Project Management, Digital Channels and FI Trade & Cash Management – which has been his focus for the past 7 years.

    Thyson has a keen interest in technology and innovation around payments and banking more generally. Prior to moving to the USA in 2021 he represented ANZ on the Board of WealthTech New Zealand and at other industry level forums.

    imageSee your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.

  • Contains 3 Component(s)

    A panel of a construction and environmental lawyer, constructor and insurance broker will discuss various federal, state, and local government laws, regulations, and policy initiatives that are impacting the construction industry.

    A panel of a construction and environmental lawyer, constructor and insurance broker will discuss various federal, state, and local government laws, regulations, and policy initiatives that are impacting the construction industry. They will discuss how the policy focus on climate resiliency, sustainability, and the reduction of carbon emissions are impacting the design and construction of private and public building and infrastructure projects, potential risks that the industry faces, and how the insurance market is reacting to changes in climate change and catastrophic weather events.

    Jenna Kirkpatrick Howard

    Senior Vice President

    Lockton Companies

    With her insurance industry experience and finance background, Jenna is well-versed in coverage and financial analysis. She began her career as an actuary study, an experience that prepared her to discuss total cost of risk, lead annual budget discussions, conduct risk assessments, and look at alternative risk finance mechanisms. Jenna co-authored a book for the American Bar Association titled Construction Insurance: A Guide for Attorneys and Other Professionals. In addition, she regularly hosts webinars on risk management topics and speaks at industry events related to climate change. 

    Outside of her career, Jenna is actively involved in philanthropy working with groups that support families in the Washington DC community and equity organizations nationally. She currently serves as Board Member and Audit Committee chair of AAUW and Treasurer and Finance Committee of Community of Hope. She was previously the Board President for CREW DC and Board Treasurer for 826DC. Jenna also chairs the Washington DC leadership committee for 50/50 Women on Boards. Also participating in the host committee for the Annual Harvest for Hope Event for Volunteers of America Chesapeake and Carolinas.

    David Scriven-Young

    Senior Counsel

    Peckar & Abramson, P.C.

    David advises clients on a variety of environmental law and construction issues, including compliance and permitting issues under the Clean Air Act, Clean Water Act, Emergency Planning and Community Right-to-Know Act, Resource Conservation and Recovery Act, and Toxic Substances Control Act. David regularly speaks and publishes on environmental and construction law issues. He is the author of the Illinois Environmental Law blog, which provides news and updates on cases, laws, and regulations involving Illinois environmental issues. In 2011, the LexisNexis Environmental Law & Climate Change Community named his blog one of the "Top 50 Blogs for Environmental Law & Climate Change."

    Mónika Serrano

    Resilience Program Manager

    Turner Construction Company

    Mónika leads the climate resiliency program at Turner Construction. She has held roles in most phases of the construction management sector in the last 18+ years. She believes both resiliency and sustainability should be engrained in the built environment, throughout all operations and every individual for a successful future.

    imageSee your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.

  • Contains 3 Component(s)

    During this NASBP Virtual Seminar, Greg Morin of Lockton will moderate a conversation on private equity with panelists Kenneth Berk of Liberty Mutual Surety, Craig Gortner of Chubb Surety, Tara Quigley of Ascot Group, and Patrick Hennesy of Sompo International.

    During this NASBP Virtual Seminar, Greg Morin of Lockton will moderate a conversation on private equity with panelists Kenneth Berk of Liberty Mutual Surety, Craig Gortner of Chubb Surety, Tara North of Ascot Group, and Patrick Hennesy of Sompo International. Our moderator and panelists will bring their experiences to the table and discuss what’s going on in the private equity space, the importance of understanding the character of private equity firms, why it’s important for surety professionals to have an understanding of the world of private equity, and so much more!

    Gregory Morin (Moderator)

    Senior Vice President, National Commercial Surety Practice Leader

    Lockton

    As National Commercial Surety Practice Leader, Greg has dedicated himself to providing the best possible service to his clients. He takes pride in negotiating and structuring very competitive surety programs, which have resulted in improved program terms and cost savings for his clients. Greg also handles the surety needs of various contractor clients.

    Ken Berk

    Senior Vice President, CUO Commercial for Global Surety

    Liberty Mutual

    Ken is SVP, CUO Commercial for Global Surety. He oversees both Core and Transactional Commercial. Ken started his surety career as a college hire with The Fireman’s Fund in 1978. He worked in NYC and Long Island, NY as a contract and commercial underwriter. In 1978 he became a Surety Manager at SAFECO in N.Y.C.. In 1990 he transferred to Mahwah, NJ to become the Regional Commercial Manager, handling the entire Northeast Region for SAFECO. In 2003 Ken was promoted to RVP of the Northern and Midwest Regions, and after the merger with Liberty, was appointed RVP for the Northeast.   In 2010 he was promoted to his current role. In August 2023 he will celebrate 45 years in Surety. 

    Craig Gortner

    Senior Vice President, National Underwriting Director

    CHUBB Surety

    Craig L Gortner, CPCU, AFSB is a 37-year surety professional, currently serving as the Senior Vice President and  National Underwriting Director of Chubb Commercial Surety. Based in Philadelphia, Craig is responsible for implementing Chubb’s underwriting strategy for Chubb’s Commercial Surety clients in the North America and managing a Home Office Referral team, which is a resource to Chubb’s regional field staff, brokers, and clients. In addition, Craig is responsible for facilitating access of US and Canadian clients to Chubb’s international surety network, and training and development of our Commercial Surety underwriters.

    Prior to assuming this role in April 2020, Craig was the Senior Vice President and Director of Chubb’s Eastern US and Canadian Commercial Surety operation. Prior to joining ACE (which acquired Chubb), Craig spent 17 years in the field, primarily in New York City, and upon moving to Philadelphia in the aftermath of 9-11, in Home Office positions handling commercial and large construction clients headquartered around the world.

    Craig  is a past Chairman of the Surety & Fidelity Association of America (SFAA) Commercial Surety Committee and is the current Chairman of the Energy Subcommittee of the SFAA.

    Tara North

    Executive Vice President, Head of Surety

    Ascot Group

    Tara brings over 25 years of underwriting, marketing, and management experience in the surety industry.  Tara had an integral role on the leadership team hired to launch Argo Surety in 2008, which successfully became a top ten surety carrier with one of the lowest loss ratios in the industry.  At Argo, she drove underwriting and marketing strategy in various positions including National Underwriting Officer as well as Senior Vice President overseeing the Commercial Surety field organization of 30 underwriters.  

    Prior to joining Argo, Tara was Managing Director at Travelers, New York City Metro responsible for a $30 million Commercial Surety portfolio. 

    Patrick Hennesy

    National Underwriting Officer

    SOPMPO International

    Based in Houston, Pat is Sompo Surety’s U.S. National Underwriting Officer.  This role encompasses portfolio management and credit modelling responsibilities for the U.S. Surety book, reinsurance placement activities, and other facets of surety executive leadership. Pat brings 15+ years industry experience to Sompo and its broker partners.  This experience includes underwriting and broking a variety of companies within the Fortune 2000 and private company equivalents, energy risks, and all facets of the surety life cycle including complex credit analysis, mergers and acquisitions, private equity involvement, collateral structures, and claims management. 

    Prior to Sompo, Pat worked to build JLT Specialty’s surety brokerage practice in the United States with an emphasis in Energy as JLT’s Energy Surety Practice Leader.  Upon Marsh & McLennan Companies, Inc.’s acquisition of JLT, Pat became a Senior Vice President in Marsh JLT’s Surety Practice.  Prior to Marsh JLT, Pat worked at RLI Insurance Company in RLI’s Surety Group.  

    Pat earned a B.B.A. in Finance and a B.B.A. in Economics from Loyola University of Chicago. He also holds the Associate in Fidelity and Surety Bonding (AFSB) certification.  Pat serves on the Houston Advisory Board for Heroes for Children, an organization that advocates for and provides financial assistance to families with children battling cancer.

    imageSee your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.

  • Contains 3 Component(s)

    Construction (sticks & bricks) contractors are not the only professionals that need performance bonds.

    Construction (sticks & bricks) contractors are not the only professionals who need performance bonds. Commercial service contractors offer ongoing services or are manufacturers, retailers, or wholesalers that supply, deliver, and install specific products. On this NASBP Virtual Seminar, Susan Jordan of Lexington National Insurance Corporation sheds light on performance bonds for non-construction obligations. During her presentation, she will discuss the process of placing commercial performance bonds, and underwriting considerations, and share specific examples of forms and stories from the field.  Don’t miss this opportunity to gain a better understanding of commercial contract and the many industries that it touches. 


    Susan Jordan

    Commercial Surety Leader

    Lexington National Insurance Corporation

    Susan has 30 years of experience in the surety industry. She has worked for the top large surety companies, the mid-size, and smaller companies. For the past 20 years, she has focused primarily on commercial surety, driving profitable results by developing long-term strategic partnerships. Susan enjoys training and educating others on surety bonds. She is a published author on commercial surety topics. When not working, Susan enjoys spending time with her family, including her four children and two dogs, relaxing on a beach, and exercising.

    imageSee your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.