Catalog Advanced Search

Search by Categories
Search in Packages
Search by Format
Search by Type
Search by Date Range
Products are filtered by different dates, depending on the combination of live and on-demand components that they contain, and on whether any live components are over or not.
Start
End
Search by Keyword
Sort By
  • Employee Retention Credit – Still Available and More Powerful in 2021

    Contains 3 Component(s) Includes a Live Web Event on 07/14/2021 at 2:00 PM (EDT)

    The employee retention credit is a refundable credit passed under the CARES Act and expanded and extended twice since then.

    The employee retention credit is a refundable credit passed under the CARES Act and expanded and extended twice since then.  During this seminar presenters R. A. Bobbi Hayes and Larry May of Carr, Riggs & Ingram, LLC will cover the requirements for qualification for the credit in 2020 and 2021, calculation, and interaction with PPP loan forgiveness and other credits.

    R.A. Bobbi Hayes, CPA, CCIFP, CFE, CEPA, CVA

    Partner

    Carr, Riggs & Ingram LLC

    R.A. Bobbi Hayes is a leader in the construction services area and partner with the CPA firm of Carr, Riggs & Ingram, LLC, providing accounting, tax, bonding consultation, risk management, auditing and review services for contractors of all types and sizes throughout the South and Southwest.  She serves on the CPA Advisory Council for NASBP.

    Larry May, CPA, CVA, CCA

    Leader, Construction Services

    Carr, Riggs & Ingram, LLC

    As a leader of the firm’s construction services team, Larry May provides audit, review, and compilation services to road builders, general contractors, and subcontractors. Within the construction industry, he consults with clients regarding maximizing bonding capacity, enhancing working capital, enhancing internal controls, and implementing tax savings strategies.  Larry currently serves on the national board for Associated Builders & Contractors.

    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.

  • Cyber Risk & Response – Yesterday, Today and Tomorrow

    Contains 3 Component(s) Includes a Live Web Event on 06/29/2021 at 2:00 PM (EDT)

    With the recent Colonial Pipeline hack being front-page news over the past few weeks and causing gas shortages up and down the east coast Cyber Security is at the forefront of everyone’s minds.

    With the recent Colonial Pipeline hack being front-page news over the past few weeks and causing gas shortages up and down the east coast Cyber Security is at the forefront of everyone’s minds. Join us for an in-depth look at the evolution of cyber risk and insurance – and at the impacts, it is currently having and will have on businesses of all sizes and industries. This session will break down current loss trends, best practices, and state of the insurance market with a spotlight on Ransomware and a walkthrough of recent case studies.

    Megan D. North RPLU, MBA

    Vice President, Professional Lines Broker

    Amwins Group

    North began her Insurance career as a Risk Management & Insurance major at the University of Mississippi.  Since that time, she worked in finance and retail insurance before settling into the wholesale channel where she has worked for the last 10 years focusing exclusively on Cyber, Management and Professional coverage lines.

    Most recently, North has developed a heavy emphasis and focus in Cyber & Tech which led to her selection as a “Young Gun” Broker in 2018 with Insurance Business America.  She enjoys education in addition to working with her clients, and has industry speaking experience including hosting a panel on Management Liability for the 2013 IRMI Energy Conference and participating as a panelist for a Cyber-focused session at the Self-Insurance Institute of America (SIIA) national conference in 2017.  She has authored multiple coverage articles ranging from Cyber, the Energy Sector and Contractors Professional and is part of a team responsible for developing, negotiating, and coordinating enhancement endorsements and cyber policy reviews with partner insurance carriers.

     She has also developed a proprietary Cyber coverage solution, and is co-creator of the first modern Cyber Umbrella policy (an AmWINS Exclusive Product – CyberUP) which is an entirely new type of insurance policy designed to address gaps caused by silent cyber throughout an Insured’s program.

    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.

  • NASBP 2021 VIRTUAL SEMINAR PACKAGE

    Contains 241 Product(s)

    ​Registration for the 2021 Virtual Seminar Annual Subscriptions, is now open and available only to NASBP Members, Affiliates, and Associates. Still only $995–that’s nearly half off what you would pay if you bought each of the nearly two dozen Virtual Seminars individually. Again in 2021, NASBP is offering a Subordinate Subscription, available online to the enrolled member location(s) of an NASBP maximum dues-cap member and the branch location(s) of an affiliate member. In order for a Member or Affiliate to be eligible for the Subordinate Subscription, one enrolled member location must already have purchased the Virtual Seminar Annual Subscription at the $995 fee. Then when any (or each) enrolled member location goes to register, it will be charged only the $250 Subordinate Subscription fee (If you are not seeing the subordinate subscription rate, please contact Professional Development at prodev@nasbp.org and request a subordinate discount registration code).

    image


    Registration for the 2021 Virtual Seminar Annual Subscriptions, is now open and available only to NASBP Members, Affiliates, and Associates. Still only $995–that’s nearly half off what you would pay if you bought each of the nearly two dozen Virtual Seminars individually. Again in 2021, NASBP is offering a Subordinate Subscription, available online to the enrolled member location(s) of an NASBP maximum dues-cap member and the branch location(s) of an affiliate member. In order for a Member or Affiliate to be eligible for the Subordinate Subscription, one enrolled member location must already have purchased the Virtual Seminar Annual Subscription at the $995 fee. Then when any (or each) enrolled member location goes to register, it will be charged only the $250 Subordinate Subscription fee (If you are not seeing the subordinate subscription rate, please contact Professional Development at prodev@nasbp.org and request a subordinate discount registration code).

    Note: NASBP member firms that are not maximum dues-cap members but have several dues-paying members in different locations are still eligible for the Annual and Subordinate Subscriptions but due to database restrictions, the transaction must be completed manually through NASBP staff.  One location must first purchase the Annual Subscription at the $995 rate (payable online with a credit card), and then the dues-paying member location(s) should email prodev@nasbp.org and request a subordinate discount registration code to register at the discounted rate online.

    Virtual Seminar Annual and Subordinate Subscriptions are Non-refundable, and cannot be pro-rated.

    All Annual and Subordinate Subscribers will:

    • Be registered automatically for all Virtual Seminars held in 2021;
    • Automatically have access to recordings of all Virtual Seminars held in 2021;
    • Automatically have access to the library of past Virtual Seminars on-demand throughout the year!

    Each purchased registration, whether an Annual or Subordinate or one-time purchase, grants access to one computer login/phone connection per physical location.

    Interested in registering 14+ locations, additional discounts are available, please contact Professional Development at prodev@nasbp.org.


  • NASBP Spotlight Series – Conversations with Surety Industry Leaders – Part 2

    Contains 3 Component(s)

    The success of the surety industry depends upon experienced leadership, operational discipline, and effective relationship management. In 2021, NASBP will present The Spotlight Series, offered as part of our Virtual Seminar programming.

    The success of the surety industry depends upon experienced leadership, operational discipline, and effective relationship management.  In 2021, NASBP will present The Spotlight Series, offered as part of our Virtual Seminar programming.   Through panel discussions moderated by Past Presidents of NASBP, Surety Industry leaders will share their perspectives on an array of topics with conversations that will go beyond the ‘state of the industry’, and which will introduce personal perspectives of several leaders of one of the most highly performing business sectors in the risk industry.

    The second installment of the Spotlight Series will take place on June 9, 2021 at 2:00 Eastern time, participants can expect a deep dive into issues related to construction surety. This session will feature Michael Gross, Vice President Contract Surety and Field Operations, CNA Surety, Fran McGrath, Senior Vice President, Chief Credit Officer-Contract, Liberty Mutual Surety, Alan Pavlic, President & COO, Old Republic Surety, and Mark Munekawa, Senior Vice President - Surety, Woodruff Sawyer (Moderator). 

    Mark Munekawa (Moderator)

    Senior Vice President - Surety

    Woodruff Sawyer

    Markhas strategic and operational oversight of Woodruff Sawyer’s Surety services,which are focused on assisting clients to build and maintain the best possiblesurety program. He specializes in consultation and financial planning toenhance clients’ overall credit relationship with sureties, negotiation ofterms that maximize clients’ credit and capacity, and evaluation of sureties’financial capacity. He also leads the team of dedicated surety account managerswho assist in bid selection, contract delivery systems, subcontractorprequalification, and contract and bond form reviews. 

     Mark has more than 20 years of surety underwriting experience and has managedproduction offices in the Bay Area for several major surety companies. He has abachelor’s degree in economics and an MBA from San Francisco State University,and serves on the board of directors, and is on the Ethics, Commercial Suretyand Membership committees of the National Association of Surety Bond Producers.He joined Woodruff Sawyer in 2001.

    Mike Gross

    Vice President

    CNA Surety

    Mike Gross, a Vice President at CNA Surety, is in charge of all underwriting and field management for half of the United States. He also assists in underwriting the CNA Surety International book of business.  Mike has served in various underwriting and leadership roles in both the field and in the Home Office throughout his 36 year career, the last 22 years with CNA Surety in Chicago.  He has volunteered his time with numerous organizations throughout his career, serving as a member on committees and boards of contractor oriented organizations, including the Association for Improvement of American Infrastructure, Association of General Contractors, Road Builders, and Construction Financial Management Association.  Mike received the Chartered Property Casualty Underwriter (CPCU) designation in 1992.  

    Francis J. McGrath

    Senior Vice President, Chief Credit Officer-Contract

    Liberty Mutual Surety

    Fran McGrath is Senior Vice President, Chief Credit Officer-Contract for Liberty Mutual Surety (LMS).  He has management responsibility for US Domestic Contract Surety Underwriting and Subcontractor Default Insurance product lines. During his 25 years with LMS, his leadership responsibilities have also included serving as Chief Underwriting Officer-Contract, Chief Financial Officer and Manager Shared Services (Claims, Legal, Actuary, Operations, Finance and Construction Consulting Services).

    Fran is a forensic Certified Public Accountant, Certified Fraud Examiner and Chartered Global Management Accountant with over 38 years of financial and business experience, including 35 years specializing in construction and surety, acquired in both public accounting and private industry. He received his accounting degree from LaSalle University in 1982 and is a member of the Pennsylvania and American Institute of Certified Public Accountants and the Association of Certified Fraud Examiners. 

    Alan Pavlic

    President, Chief Operating Officer

    Old Republic Surety Company

    In his role as president and chief operating officer, Alan is involved in all aspects of Old Republic Surety's operation. Working with input from the leadership team, Alan makes key decisions that result in consistent underwriting profit. Alan joined ORSC in 2005 as senior vice president of claims and general counsel. Alan began his career in 1985 with F&D. Alan received his Bachelor of Political Science from Albion College and his Juris Doctor from Michigan State 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.

  • Let's Get Surety

    Contains 41 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/!

  • An e-Bonding Success Story: Applying Lessons Learned in Canada To The US e-Bonding Journey

    Contains 3 Component(s) Recorded On: 05/26/2021

    The need for and e-bonding solution was never more apparent than it has been over the past year due to the many challenges caused by the Covid-19 pandemic.

    The need for an e-bonding solution was never more apparent than it has been over the past year due to the many challenges caused by the Covid-19 pandemic. During this special 75- minute Virtual Seminar, the panel will bring together the perspectives and insights of a bond producer, a surety underwriter, an obligee, a contractor or principal and an e-bonding company executive. This diverse panel will define e-Bonding and share lessons learned from the Canadian e-bonding experience related to:

    • The different forms of e-bonding.
    • How eProcurement can accelerate e-bonding adoption.
    • Hard and Soft benefits of e-bonding.
    • Where blockchain and similar technologies fit into e-bonding. And so much more! 

    Lorice Haig

    Founder & President

    Xenex Enterprises Inc. (Xenex)

    Lorice Haig is the founder and President of Xenex Enterprises Inc. (Xenex) and a thought leader in the field of Surety automation in Canada and the United States. Xenex is a prominent technology solution provider for a host of industries and currently focused on Surety solutions.

    Founding Xenex in 1983, he strategically positioned the company ‘to boldly pursue the ultimate in business innovation’ by leveraging state of the art technologies for mission critical business solutions. SignatureMaster™, the leading e-Bonding solution in Canada, is the product of the collaborative efforts of Government, Surety and Construction industry stakeholders and his in-depth understanding of the Surety industry. Mr. Haig was instrumental in pioneering e-Bonding in Canada.

    Lorice is the e-Bonding advisor to the annual bid competition program of The Construction Institute of Canada (TCIC). He is an active participant in the NASBP Surety Automation initiative and the Joint Automation Committee (JAC).

    Lorice served as the Chair of the Etobicoke Chamber of Commerce and was a member of many Toronto Board of Trade committees including the Etobicoke Local Chamber Board of Advisors, the ICT Advisory Committee and the Top of Toronto Small-Medium Enterprise (SME) Advocacy Committee. 

    Don McMichael

    Vice President, Surety Operations

    Euler Hermes

    Don McMichael  is currently active at Euler Hermes as Vice President-Surety Operations.  His span of responsibility includes the United States, Canada and Brazil. Don has been active in the international risk management industry for over 35 years.  At Euler Hermes North America, Don has assumed responsibilities that include customer service, sales, strategy, operational development, underwriting, securitization and E-commerce.   Don possesses a Bachelor’s Degree from Bowling Green State University in Business Education and holds an MBA in Management from Mercer University.  Don holds a Project Management Professional (PMP) designation.  He has served as an adjunct instructor for the Community College of Baltimore County as well as Georgia State University.  

    Gord Sears

    eProcurement Consultant

    GHD Services Inc.

    A former City Procurement Manager, with more than 30 years of public procurement experience.  He is the recipient of the Certified Public Procurement Officer (CPPO) and Certified Professional Public Buyer (CPPB) designations.

    In 2013, under Gord’s leadership, the Town of Newmarket, Ontario became one of the first Canadian municipalities to introduce electronic bid submissions and to receive digital bonds in the public sector.

    Since his retirement from public procurement in 2017, Gord, has been the eProcurement Consultant for GHD Services Inc. for their bids&tenders Digital Procurement Platform, which he assisted in develop and is now a leading eProcurement Platform in North America that has now been adopted by over 400 public sector agencies and construction associations.

    Volunteer Positions:

    • Vice President, Canadian Public Procurement Council, 2016
    • Board of Examiner, Universal Public Procurement Certification Council, Certified Public Procurement Buyer designation.
    • Board of Director representing Canada, The Institute for Public Procurement, formerly National Institute of Governmental Purchasing (NIGP): Elected Canadian Board Representative, 2007 to 2013
    • President, The Ontario Public Buyers Association, 1999

    Awards:

    • 2017 Distinguished Service Award Recipient, The Institute for Public Procurement (NIGP)
    • 2017 Honorary Member, Ontario Public Buyers Association
    • 2015, The Association of Municipal Managers, Clerks and Treasurers E.A. Danby Award 
    • 2015 The Municipal Information Systems Association of Canada award

    Sheila E. Thompson

    President

    Rosenberg & Parker of Canada, Inc.

    Sheila E. Thompson is the President of Rosenberg & Parker of Canada, Inc. With over 35 years’ experience as an underwriter and as a broker, she oversees client and surety relations and is responsible for the operations of Rosenberg & Parker of Canada, Inc.  She has written bonds for both publicly traded and privately held corporations in the construction, manufacturing, energy savings, technology, environmental and waste hauling industries, as well as for many other companies with bonding requirements.

    Sheila’s prior experience includes Marsh & McLennan, Chateau Insurance Company, Morris & Mackenzie Inc., Hunter Keilty Muntz & Beatty and HKMB HUB.

    In addition to being a past Director and Treasurer of the Canadian Association of Women in Construction, Sheila is a member of the Toronto Construction Association (TCA), National Association of Surety Bond Producers, Construction Financial Management Association, The Risk and Insurance Management Society of Canada (RIMS Canada) as well as various construction associations. She is the past chair of the Surety Association of Canada’s Ontario and Education Committees and currently sits on the Ontario Committee. She is the only broker representative on the Canadian Construction Documents Committee’s Surety Subcommittee.

    In 2016, Sheila became Chairperson for the National Association of Surety Bond Producers (NASBP) International Committee.

    Sheila graduated from Trinity College, University of Toronto with a Bachelor of Arts degree.

    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.

  • Topic 606: Revenue Recognition and the Impact to Contractors Financial Statements

    Contains 3 Component(s) Recorded On: 05/12/2021

    With the construction industry a full year into the revenue recognition rules being adopted by non-public entities, our speakers will discuss the key changes that have come forth and review the modifications that users of the financial statements should be seeing to ensure proper adoption is present.

    With the construction industry a full year into the revenue recognition rules being adopted by non-public entities, our speakers will discuss the key changes that have come forth and review the modifications that users of the financial statements should be seeing to ensure proper adoption is present.  Recent changes to the presentation of retainage receivable will also be discussed along with the change to contract assets and liabilities, followed by an open forum Q&A session.

    • Moderator: Joseph Natarelli, National Construction Services Leader
    • Robert Mercado, New England Construction Services Leader
    • Jim Miller, Partner, Assurance Services
    • Michelle Johnson, Senior Manager, Assurance Services
    • James Wiedemann, Director, Assurance Services 

     

     


    Michelle Johnson

    Senior Manager, Assurance Services

    Marcum LLP

    Michelle Johnson is a senior manager in the Assurance Services division of the Firm’s New Haven, Connecticut office. She has more than 20 years of experience in public accounting. Ms. Johnson specializes in audit, tax and other financial services for privately held businesses. Her industry experience includes, but is not limited to construction, engineering (specifically related to Federal Acquisition Regulations (FAR)), professional services, not-for-profits, healthcare, energy service companies, and employee benefit plans.

    Joseph Natarelli (Moderator)

    CPA, Construction Services Leader

    Marcum LLP

    Joseph Natarelli is leader of the Firm’s national Construction Industry Practice group, as well as the Firm’s office managing partner in the Long Wharf Drive office in New Haven, Connecticut. In addition, he is a member of the Firm’s Management Committee.  Mr. Natarelli has more than 30 years of experience with international accounting and consulting firms. He frequently serves as the lead audit engagement partner for a variety of consulting matters.

    Mr. Natarelli is experienced in providing auditing and consulting services related to corporate acquisitions, divestitures, and mergers and refinancing. He is highly trained in the accounting and structuring of these transactions. He has been interviewed by a number of prestigious media outlets including the Wall Street Journal, Bloomberg, Businessweek and Fox Business.

    Robert S. Mercado

    Partner, Assurance Services

    Marcum LLP

    Robert S. Mercado is a partner in the Assurance Services division and serves as the Construction Assurance Group Leader and the New England Regional Construction Leader. He has more than 25 years of experience conducting, reviewing and analyzing financial information for construction contractors, manufacturers and service corporations.

    As a Certified Construction Industry Financial Professional, Mr. Mercado has an expertise in troubleshooting problem job performance for construction projects and recommending practices to enhance profitability. In addition, he is knowledgeable with systems analysis and with the tailoring of accounting software to meet clients’ needs.

    Mr. Mercado is a frequent speaker on accounting and auditing matters for construction companies, industry organizations and professional development courses. He has been acknowledged in several publications of the AICPA’s Audit and Accounting Guide – Construction Contractors and AICPA’s Audit Risk Alert - Real Estate and Construction Industry Developments.

    In addition, Mr. Mercado is the co-author of the AICPA’s Construction Contractor: Accounting and Auditing and Construction Contractors Advanced Issues Training Manuals.

    James W. Miller

    Partner

    Marcum LLP

    James Miller is an integral member of the Firm’s National Construction Industry group and is located in the Firm's Long Wharf Drive office in New Haven, Connecticut. He has more than 13 years experience compiling, reviewing and analyzing financial statements for construction contractors and other allied companies. Mr. Miller has also been involved in high profile and sensitive engagements regarding fraud and litigation support and due diligence projects for business acquisitions. A sought-after speaker on construction accounting and auditing matters, Mr. Miller has conducted internal training seminars and has presented on issues and updates regarding the construction industry and construction engagements. In addition, Mr. Miller has applied his knowledge and expertise to the success of two large engagements for universities within Connecticut.

    Mr. Miller’s specialties include troubleshooting problem job performance for construction projects and recommending practices to enhance profitability. He has considerable experience with construction claims matters and has provided litigation support services in this area. Additionally, Mr. Miller has an in-depth knowledge of systems analysis and tailoring of accounting software to meet clients’ needs. Mr. Miller began his career at Marcum when he joined the Firm in 2002.

    James Wiedemann

    Director, Assurance Services

    Marcum LLP

    James Wiedemann is a director in the Assurance Services division of the Firm’s New Haven, Connecticut office. He has more than 10 years experience providing compilation, review and audit procedures in the construction and manufacturingindustries.

    Mr. Wiedemann has experience with reporting requirements, revenue recognition and cost allocation techniques within the construction industry. He has in-depth knowledge of the accounting literature and is able to recommend changes to clients to increase productivity and overall output of information.

    Mr. Wiedemann has prepared and presented internally and externally on construction accounting and auditing matters and serves as an advisor to professional staff providing on-the-job training. He has been acknowledged in several publications of the AICPA’s Audit and Accounting Guide – Construction Contractors. In addition, Mr. Wiedemann is the co-author of the AICPA’s Construction Contractor: Accounting and auditing and Construction Contractors Advanced Issues Training Manuals.

    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.

  • NASBP Virtual Event - Present Through the Unprecedented: A Positive Look Towards Our Future

    Contains 6 Component(s) Recorded On: 04/28/2021

    This event is offered as a complimentary benefit to all NASBP Member, Affiliate and Associate members and is a unique opportunity to convene virtually. See the agenda for program details. All sessions will be interactive allowing attendees to ask questions in real-time throughout the presentation.

    This event is offered as a complimentary benefit to all NASBP Member, Affiliate and Associate members and is a unique opportunity to convene virtually.

    See the agenda for program details.  All sessions will be interactive allowing attendees to ask questions in real-time throughout the presentation.

    Mark Munekawa

    Senior Vice President - Surety

    Woodruff Sawyer

    Markhas strategic and operational oversight of Woodruff Sawyer’s Surety services,which are focused on assisting clients to build and maintain the best possiblesurety program. He specializes in consultation and financial planning toenhance clients’ overall credit relationship with sureties, negotiation ofterms that maximize clients’ credit and capacity, and evaluation of sureties’financial capacity. He also leads the team of dedicated surety account managerswho assist in bid selection, contract delivery systems, subcontractorprequalification, and contract and bond form reviews. 

     Mark has more than 20 years of surety underwriting experience and has managedproduction offices in the Bay Area for several major surety companies. He has abachelor’s degree in economics and an MBA from San Francisco State University,and serves on the board of directors, and is on the Ethics, Commercial Suretyand Membership committees of the National Association of Surety Bond Producers.He joined Woodruff Sawyer in 2001.

    Tracy Tucker

    President

    Tucker Agency

    I have lived in the Fort Worth area my entire life.  Graduated from Haltom high school in 1978 (was district champion for the Discus in 1978)  I was fortunate to get a small athletic scholarship to TCU which helped grant me admission and provided an opportunity to graduate from TCU in June 1982 with a B.B.A. majoring in finance.

     Immediately upon graduation Tracy and his Father, Delbert Tucker, started Tucker Agency in June 1982.  Tracy is currently the President of the General Partner for Tucker Agency.

     Throughout the years, Tracy has been involved with and chaired several, community and industry fundraising activities and boards. 

     Tracy has served as a Regional Vice-President, Director at Large, Chair of the Government Relations Committee, Annual Meeting Program Chair (twice) and Board member for the National Association of Surety Bond Producers (NASBP).  Tracy currently serves as 1st VP for the NASBP and will become President of the Assoc in April 2021.

    Nick Newton

    Agency President

    Newton Bonding, an AssuredPartners Agency

    Nick is the president of Newton Bonding, which he founded in 2014 after 25 years in the surety industry. He began his career on the surety side, spending 7 years in marketing and field underwriting for 2 different sureties in Minnesota. After 7 years on the company side, Nick spent the next 15 years building his book of business at a couple of different agencies before forming Newton Bonding in 2014. In November 2020, Newton Bonding was purchased by AssuredPartners.

    Nick currently serves on the NASBP Executive Committee. He is a past Regional Director and Director‐at‐Large and has Chaired the Automation & Technology, Ethics, and Membership Committees. He currently serves on the Automation, Commercial Surety, Finance, Membership, Professional Development, Government Affairs, and Small & Emerging Contractor Committees.

    He is a past President of both the Minnesota Surety Association (1995‐1996) and the Minnesota Association for Guardianship & Conservatorship (2006‐2010), and is active in various contractor associations in Minnesota.

    Patrick Pribyl

    Senior Vice President

    Lockton Companies LLC

    Patrick is the Team Leader of Lockton’s Surety Operations Department, which includes more than 75 surety-only professionals. Through his active involvement in construction and surety industry associations — the Surety and Fidelity Association of America, National Association of Surety Bond Producers and the Associated General Contractors of America — Patrick has developed key executive-level relationships with the major
    surety markets and industry leaders. This rapport with executives, as well as local surety branch managers, extends Patrick’s credibility as he steers Lockton’s continued success
    in the surety marketplace.

    John Bustard

    Sr. Vice President

    King & Neel, LLC

    Mr. Bustard joined King & Neel in 1976 and has been actively involved in providing bond expertise to their clients on a daily basis since he joined the firm. Born and raised in Honolulu, he is a graduate of Punahou School and the University of Colorado with a Bachelor of Science degree in Business (Finance). He has been an active participant in the NASBP for decades and is currently the NASBP Immediat Past President. As a member of several committees at the Hawaii Chapter of the Associated General Contractors of America (GCA), John stays in touch with issues impacting the construction business in the State.

    His primary responsibility at King & Neel is to provide advice to general contractors, subcontractors, and developers who rely on the often complex and misunderstood surety bond industry so they will be successful in maximizing their bond capabilities. An important aspect of this service involves developing and maintaining trusting relationships with all major surety companies who provide bonds to businesses operating in the Western Pacific, Hawaii and the US Mainland. John also remains abreast of the full range of bond-related products associated with the building industry, including, for example, bid, performance, payment, completion/subdivision, supply, and license & permit obligations.

    Nathan Wonder

    Bond Manager

    LaPorte Insurance

    Nathan Wonder is the Bond Manager at LaPorte Insurance in Portland, Oregon. Working with clients across the country, he has a particular area of expertise in renewable energy bonding. Nathan enjoys building out surety bond programs for businesses in transition, writing bonds for clients who have never needed them before, and replacing existing financial assurance mechanisms with bonds. A strong advocate for suretyship, Nathan is also the current President of the Surety Association of Oregon.

    Patrick Diebel

    Vice President, Surety

    Woodruff-Sawyer

    Patrick provides leadership and oversight to Woodruff-Sawyer’s North Bay surety team, and company-wide surety support for our clients. Patrick manages placement and maintenance of surety credit relationships between our clients and surety providers, with an expertise in consultative surety financial planning for construction companies.

    Prior to joining Woodruff-Sawyer, Patrick was Home Office Underwriting Director at CNA Surety, with responsibility of their large and international contractor credit portfolio. Prior to this role, Patrick was Underwriting Manager in CNA Surety’s San Francisco Branch, where he specialized in Middle-Market General and Specialty contractors. Patrick is active in multiple professional organizations. He is a Past President of the Surety and Fidelity Association of California; Member, National Association of Surety Bond Producers; Member, United Contractors Legislative Committee, Scholarship Committee, Associates Committee; and Member, Construction and Financial Management Association. He received his bachelor’s degree in Economics from San Diego State University.

    image

    image
  • Customs Bond Risk in Current Trade Environment

    Contains 3 Component(s) Recorded On: 04/22/2021

    Due to the COVID-19 pandemic, “trade wars”, and other economic factors, increased numbers of importers have been defaulting on standard payment of duties, taxes, and fees, causing liquidated damages claims for these payments to skyrocket.

    Due to the COVID-19 pandemic, “trade wars”, and other economic factors, increased numbers of importers have been defaulting on standard payment of duties, taxes, and fees, causing liquidated damages claims for these payments to skyrocket. During this Virtual Seminar with industry experts, John Sheppard of C.A. Shea & Company, Inc., Colleen Clarke of Roanoke Insurance Group, and Michelle Lucaccioni of The Hartford will share an overview of Customs Bond environment. They will discuss the obligations under the Customs bond, various bond statistics, and underwriting considerations.

    Colleen Clarke

    Vice President, Surety Trade Relations & Business Development, Roanoke Insurance Group Inc.

    Roanoke Insurance Group Inc.

    Colleen Clarke is Vice President, Surety, Roanoke Trade Services, Inc. She focuses on the review and analysis of CBP policy including new issues from the perspective of the surety underwriting group as well as the client services team. She manages the Roanoke Trade independent agent unit for U.S. Customs bonds. In 2008 Ms. Clarke was appointed to the 11th term of the Commercial Operations Advisory Committee (COAC) where she participates in several subcommittees. She serves as co-chair of the Surety Account Subcommittee within the Trade Support Network (TSN) and works closely with CBP as a representative on the Customs/Surety Executive Committee (C/SEC).

    Michelle Lucaccioni

    Manager, Customs and Logistics Surety, The Hartford

    The Hartford

    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 - 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 resides today, managing the Customs and Logistics Surety Division. 

    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.

  • Design Professionals as Payment Bond Claimants?

    Contains 3 Component(s) Recorded On: 04/07/2021

    General contractors run into financial difficulties or outright fail for a myriad of reasons.

    General contractors run into financial difficulties or outright fail for a myriad of reasons. Regardless of the explanation, a contractor that cannot complete a project invariably leaves a trail of dissatisfied entities in its wake, including not only subcontractors and suppliers that provided labor and materials, but also design and other professionals that provided specific skilled services. In this Virtual Seminar, Mike Pipkin of the Dallas firm of Weinstein Radcliff Pipkin LLP and a member of NASBP’s Attorney Advisory Council, will discuss how, whether, and when design professionals may be proper claimants on a payment bond.

    Mike F. Pipkin

    Partner

    Mike Pipkin’s wide range of experience allows him to be creative when crafting strategies and solutions for his clients. Throughout his 30+ year legal career, Mike has represented clients in complex business, surety, construction, bankruptcy, fidelity, and insurance litigation and trials, as well as legal analysis and counseling to businesses of all varieties.

    Mike’s approach is to work with his clients to determine one or more desirable outcomes, then fashion the appropriate plan to achieve success. Throughout the course of the engagement, Mike and his team keep in close contact with the client, so that they are aware of current developments, and expectations are established and managed using the latest information.

    Mike is recognized nationally as a thought leader in the legal industry. Mike serves on the Council for the American Bar Association’s Tort Trial and Insurance Practice Section, with his term concluding in 2022. Mike’s election to Council is a reflection of his years of leadership within TIPS, including as Chair of the ABA/TIPS Fidelity and Surety Law Committee in 2014-2015, his continuing service as Co-Chair of the ABA/TIPS Book Publishing Editorial Board, Co-Chair of the TIPS Section Conference Task Force, and his contributions to the ABA/TIPS Content Management and Finance Standing Committees and CLE Board. Mike also serves as one of eight attorneys in the USA on the National Association of Surety Bond Producers (NASBP) Attorney Advisory Council. Mike is also a member in the Federation of Defense & Corporate Counsel (FDCC), an organization comprised of leaders in the insurance and corporate defense bar. FDCC membership is selective and by invitation to those who have been judged by their peers to have achieved professional distinction.

    In 2017, Mike passed the Louisiana State Bar Examination, allowing WRP to expand its base of services beyond Texas, Oklahoma, and Arkansas.

    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.