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

    Contains 2 Component(s) Includes a Live Web Event on 04/28/2021 at 1:00 PM (EDT)

    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.

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  • NASBP 2021 Board Meeting

    Contains 1 Component(s) Includes a Live Web Event on 04/27/2021 at 1:00 PM (EDT)

    NASBP's Virtual Board Meeting will be conducted via Zoom on Tuesday, April 27th.

    NASBP's Virtual Board Meeting will be conducted via Zoom on Tuesday, April 27th.

  • Design Professionals as Payment Bond Claimants?

    Contains 3 Component(s) Includes a Live Web Event on 04/06/2021 at 2:00 PM (EDT)

    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.

  • Systems Thinking (or Systems of Attention): How Surety Bond Producers can Build and Nurture Client Relationships During Challenging Times

    Contains 3 Component(s) Includes a Live Web Event on 03/02/2021 at 2:00 PM (EST)

    As a bond producer, you’re often driven by two goals: how to GROW sales, and in order to do that, how to build your referrals.

    As a bond producer, you’re often driven by two goals: how to GROW sales, and in order to do that, how to build your referrals.  Given our current industry situation and the unique nature of our business, it’s often easy to fall into the trap of focusing on metrics, rather than on the meaning behind those metrics. But what if you create a system in your bond business that was just as good at building and nurturing relationships as it is at building results? 

     Join Neen James in this high energy session with practical takeaways to learn the systems you need to build, how to apply them to your business, how to keep yourself (and your team) accountable, you’ll learn everything you need to know now not just build your referrals, but stay top of mind with your important clients for a long-term relationship that’s dedicated to you and your products and services.

     Key takeaways:

    1. Design your daily routine to accelerate your personal and professional results and improve productivity
    2. Build an advocate system that continues to generate referrals during these times
    3. Discover strategies you can apply immediately to nurture relationships in unique ways that will make you stand out from your competitors, especially while everything is virtual!

    Neen James

    Author, Leadership Speaker

    Attention Pays

    Neen James is the author of Folding Time™ and her most recent, Attention Pays™. She is frequently named one of the top 30 Leadership Speakers by Global Guru because of her work with companies like Viacom, Comcast, Cisco, Virgin, Pfizer, BMW, and the FBI, among others.

    Neen earned her MBA from Southern Cross University and the Certified Speaking Professional designation from National Speakers Association. She has received numerous awards as a professional speaker, is a partner in the international education company Thought Leaders Global.

    Neen is a leadership expert who delivers high-energy keynotes that challenge audiences to leverage their focus and pay attention to what matters most at work and in life. Audiences love her practical strategies they can apply personally and professionally, and meeting planners love working with her - they often describe Neen as the energizer bunny for their events.

    With a strong background in learning and development and managing large teams at various corporations, Neen is the perfect fit for organizations who want implementable strategies that will help their employees avoid distractions, stop interruptions, prioritize daily objectives and say ‘no‘ to requests that steal time and focus from real goals and priorities.

    Oh, did we mention that Neen is Australian? Why does that matter? Well, it means that she’s a bit mischievous, is pretty witty and a little cheeky. She also considers herself an unofficial champagne taste tester... and a really slow runner.

    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 234 Product(s) 1 new product(s) added recently

    ​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).

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    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.


  • Let's Get Surety

    Contains 34 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/!

  • PPP Loans- Updates on Accounting, Tax and Forgiveness Issues

    Contains 3 Component(s) Recorded On: 02/18/2021

    With the new round of second draw PPP Loans and modifications to original PPP Loans resulting from the Consolidated Appropriations Act, 2021, there are important updates to tax treatment, borrower eligibility and forgiveness matters around PPP Loans.

    With the new round of second draw PPP Loans and modifications to original PPP Loans resulting from the Consolidated Appropriations Act, 2021, there are important updates to tax treatment, borrower eligibility and forgiveness matters around PPP Loans. On this NASBP Virtual Seminar presenter, Julian Xavier of CLA will touch on the following areas and what bond producers and their contractor clients should discuss and consider from a planning perspective:

    • Tax treatment of PPP loan forgiveness income and related expenses
    • Update on eligibility for both first and second draw PPP Loans 
    • Expansion of eligible expenses covered by PPP Loans
    • Forgiveness application updates and latest SBA guidance on applications submitted
    • Accounting and reporting for PPP Loans 

    Julian M. Xavier

    Principal-In-Charge of CliftonLarsonAllen LLP's Walnut Creek office.

    CliftonLarsonAllen LLP

    Julian is the Principal-In-Charge of CliftonLarsonAllen LLP's Walnut Creek office. He is a member of the firm's Executive Leadership Team for the Construction Industry group and has over three decades of experience in accounting in the construction industry. Before joining CliftonLarsonAllen, Julian spent time as a controller with a large general contractor based out of Northern California.

    Julian is a member of the AICPA, California Society of Certified Public Accountants, Construction Financial Management Association and a member of the CPA Advisory Council to the National Association of Surety Bond Producers.  Julian is also a member of the AICPA's National Construction Industry Conference Planning Committee.

    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 Spotlight Series – Conversations with Surety Industry Leaders – Part 1

    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.


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    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 Business Strategy, Culture, Talent Management, Personal Development, Future Trends and related topics – 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 Spotlight Series kicks off on January 27, 2021 at 2:00 Eastern time, and will feature Rick Ciullo, Chief Operating Officer of Hartford Bond, Larry Taylor, President of Merchants Bonding Company, Steve Anderson, Head of Surety  North America – NAS / Executive Vice President - Swiss Re and Ed Heine, Executive Vice President and Surety Managing Director, PayneWest Insurance, Inc. (Moderator)

    Rick Ciullo

    CEO, Surety Bond Group, The Hartford

    The Hartford

    Rick Ciullo is the Chief Operating Officer of The Hartford’s Surety Bond Group. In this role, he is responsible for The Hartford Insurance Group’s surety, credit and political risk businesses.

    Hartford Bond is one of the largest writers of surety in the U.S. and has been in the surety industry without interruption for over 100 years providing consistent, reliable support to all types of businesses.

    Prior to joining the Hartford in 2016, Rick held various management positions with another major national insurance company for more than 35 years. He has a bachelor’s degree from Wesleyan University. He actively contributes to our industry through his participation with Construction CFO Roundtable, National Association of Surety Bond Producers and International Risk Management Institute. He also serves on the Executive Committee of the board of directors for the Surety & Fidelity Association of America and is a trustee of The Surety Foundation. He and his wife Tammy have 2 daughters and live in Surf City NJ.

    Edward J. Heine (Moderator)

    Executive Vice President

    PayneWest Insurance, Inc.

    Mr. Heine is Managing Director – Surety at PayneWest Insurance, Inc., an independently-owned insurance agency with 30 offices located in Montana, Idaho, Oregon and Washington. Ed is a leader of Payne's Construction Specialty Division and dedicates his time to helping clients and colleagues with their strategic and operational needs.  

    A graduate of Bowdoin College, Ed began his surety career in 1979 after serving in Peace Corps in El Salvador, CA. He held surety underwriting management positions in New York City, Seattle and Houston prior to joining Payne in 1990, when the firm had a single location in Missoula, Montana.  The Payne team has built their Construction Specialty Division into their largest specialized division and Ed's current focus includes the growth and sustainability of their effort.

    Ed served as President of NASBP in 2005-6, and has served various roles for NASBP throughout his career, including participating as a faculty member for NASBP's Surety School, which he enjoys immensely. He is also a member of NASBP's Editorial Advisory Board, and is a Member of the Government Affairs Committee.  Ed is an active member of CFMA and AGC, and volunteers his time to several local charities and civic groups in his community. 


    Larry Taylor

    President

    Merchants Bonding Company

    Larry joined Merchants in 1989 and has been the company’s President since 1996.  He currently serves on the Executive Committee of the Board of Directors of the Surety & Fidelity Association of America as the association’s Immediate Past Chair. He is also a past Chairman of the National Association of Independent Sureties, a past board member of the Master Builders of Iowa Associate Council, a member of the Greater Des Moines Committee, past Chairman of the Youth Homes of Mid America, past board member of the Iowa College Foundation, and a United Way Campaign Volunteer. He is a graduate of Purdue University and lives in Des Moines with his wife, Julie.  They have five adult children. 

    Steve Anderson

    Head Surety North America, NAS Executive Administration

    Swiss Re

    Steve Anderson is Sr. Vice President and Head Surety North America, NAS Executive Administration.  Before that Anderson served as Senior Vice President at Washington International Insurance Company and as Branch Manager at St. Paul Fire and Marine Insurance.

    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.

  • The Road Ahead: What Sureties Need to Know to Work with Contractors in 2021

    Contains 3 Component(s) Recorded On: 01/21/2021

    The mayhem created due to the COVID-19 pandemic will spill over into 2021. Even with the passage of the Consolidated Appropriations Act (CAA), 2021, some sectors of the construction industry will thrive while others will not.

    The mayhem created due to the COVID-19 pandemic will spill over into 2021. Even with the passage of the Consolidated Appropriations Act (CAA), 2021, some sectors of the construction industry will thrive while others will not.  We are going to explore what markets will expand and contract so surety agents can better understand and assist their clients. Backlog, overhead, labor, and material costs will all have a significant impact on a contractor’s productivity and profitability. 

    Bonding capacity in markets where jobs are delayed due to government regulations and Personal Protection Equipment (PPE) requirements will also be addressed. Participants will walk away with a clear understanding of the challenges contractors face in the era of COVID-19 and how sureties can deal with the instability caused by the pandemic.


    Martin C. McCarthy, CPA, CCIFP

    Managing Partner, McCarthy & Company, PC

    Martin C. McCarthy, CPA, CCIFP, is the managing partner of McCarthy & Company, PC. He is well-respected by sureties and bankers for the high quality of his work and profound understanding of the construction industry. Marty helps clients by providing them with the insight needed to grow their business. He has a deep understanding of how to help construction contractors operate profitability and achieve long-term success.

    Marty is considered a leading authority on helping contractors recover, rebuild, and restructure from the pandemic. Regarded as an expert on the Payroll Protection Program (PPP), Marty has been instrumental in keeping contractors educated on this and other COVID-19 related government programs. Thomson Reuters presented the 2020 Luca Award for Tax and Accounting to McCarthy & Company in the COVID-19 Response category.

    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.

  • Moving Closer to the “Crystal Ball” - Data Analytics and Forecasting in the Construction Industry

    Contains 3 Component(s)

    We all wish that we had a crystal ball especially after years like this one!

    We all wish that we had a crystal ball especially after years like this one! During this NASBP Virtual Seminar presenters Lanny Morrow and Mark Solomon from BKD will explore data analytics and forecasting in the construction industry and will feature real life examples of companies that achieved a competitive advantage from taking their analytics and forecasting to higher or more unique levels. 

    *Please note there is a brief audio difficulty during the introductory segment of the seminar recording from 01min36sec - 04min03sec. 

    Lanny W. Morrow

    Managing Consultant, BKD

    With 20 years of experience at BKD, Lanny is the senior data scientist and technical lead in advanced data mining and digital forensics for BKD’s Forensics & Valuation Services division. He uses data mining to identify concealed patterns in financial, nonfinancial and textual data otherwise undetectable due to the data’s size and complexity. He alsoapplied the principles of text mining to develop proprietary artificial intelligence capable of uncovering patterns and relationships in structured and textual data. This technology helps investigators assess the overall emotional state of communications, identify hidden relationship networks among subjects in an investigation and trace the evolution of topics, concepts and emotional states over time. Lanny’s artificial intelligence technology allows BKD’s fraud investigators to rapidly identify relevant content in emails, documents, social media and other sources early in an investigation. In addition, Lanny specializes in extracting information from databases and has developed numerous proprietary data mining tools and programs using a variety of programming languages.

    Mark E. Solomon

    Director, Forensics & Valuation Services, BKD

    Mark is a leader of BKD’s Big Data & Analytics team.  He provides oversight, strategy and direction on large data analytic projects and creation of data analytic products.  His passion is creating solutions using advanced data visualization to allow clients to derive understanding and more efficient management of their operations and strategic initiatives.

    He joined BKD with more than 25 years of software development experience working for entrepreneurial/early stage startup software companies in the health care and property and casualty insurance sectors.   His experience includes innovation, blue ocean strategies and product development roles focusing on product design, including data analytics products utilizing leading business intelligence platforms.

    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.