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  • Shedding Light on Surety in the World of Solar Power

    Contains 3 Component(s) Recorded On: 07/10/2018

    Solar contractors are very good at installing and operating photovoltaic systems but are often in the dark when it comes to understanding the surety bonds they are required to have for their projects. This NASBP Virtual Seminar covers the nuances and idiosyncrasies of surety bonds in the solar power space. Participants will learn how to help a client or prospect understand their own bonding needs.

    Solar contractors are very good at installing and operating photovoltaic systems but are often in the dark when it comes to understanding the surety bonds they are required to have for their projects. This NASBP Virtual Seminar covers the nuances and idiosyncrasies of surety bonds in the solar power space.  Participants will learn how to help a client or prospect understand their own bonding needs.

    Nathan Wonder

    Surety Account Executive, Brown & Brown Northwest

    Nathan Wonder is the Surety Account Executive at Brown & Brown Northwest in Portland, Oregon. Working with clients across the country, Nathan specializes in building new bond programs for clients in the renewable energy sector while also maintaining bond portfolios for public entities and traditional construction contractors.

  • Improving Contractors’ Bottom Line: Job Cost and Overhead, Old and New Rules

    Contains 3 Component(s) Recorded On: 06/26/2018

    This NASBP Virtual Seminar will examine the accounting standards treatment for direct and indirect job costs that contractors face, including changes under the new revenue recognition rules. Surety professionals and contractors alike will have the opportunity to take a closer look at what should be seen on financial statements, and how paying careful attention to this can help contractors improve their bottom line!

    This NASBP Virtual Seminar will examine the accounting standards treatment for direct and indirect job costs that contractors face, including changes under the new revenue recognition rules. Surety professionals and contractors alike will have the opportunity to take a closer look at what should be seen on financial statements, and how paying careful attention to this can help contractors improve their bottom line!

    Surety professionals like you, are in the business of helping to build strong businesses, this session will arm you with information that you need to foster the success of your clients, Be guaranteed to succeed!  

    This is also an exciting opportunity for surety professionals to host NASBP Virtual Seminars for your construction clients or to share the information on how they too can register to participate in the live or recorded seminar.

    R.A. Bobbi Hayes, CPA/CITP/CFF, CVA, CFE, CCIFP, CEPA

    Partner, Carr, Riggs & Ingram, LLC

    R.A. Bobbi Hayes, CPA/CITP/CFF, CVA, CFE, CCIFP, CEPA is a partner at Carr, Riggs & Ingram, LLC, serving as partner-in-charge of consulting services and co-leader of their regional construction services niche. She works with a wide variety of contractors, subcontractors, and professional service firms in the heavy, highway, building, and specialty trade construction markets. Hayes has worked for many years with contractors in management and execution of all levels of attestation, tax, and consulting services and works with all businesses on exit and succession planning, valuation matters, and strategic planning.

    Hayes also supports the construction industry with specialized services in strategic planning, budgeting and business financial planning, accounting cost system implementation, business process streamlining, construction cost training, forensic accounting and litigation support, business exit and succession planning, and business valuation services.

     Hayes received a BBA, with a concentration in accounting, from the University of New Mexico, with distinction. She serves on the board of Associated Builders and Contractors of New Mexico and as Vice-Chair of the Associate Affiliate Council of the Associated Contractors of New Mexico (highway contractors). Hayes is also involved in the local chapter of the CFMA. She was honored as a “Woman to Watch” by the AICPA in 2005.

  • Succession Planning: A Deep Dive into Buy-Sell Agreements

    Contains 3 Component(s) Recorded On: 05/22/2018

    A buy-sell agreement provides for continuity of ownership and management. It also protects the assets of the company and the owners. In this Virtual Seminar, we’ll take a deep dive into succession planning with a focus on structuring a buy-sell agreement discussing its elements, including triggering events, funding and valuation provisions. We’ll also review common (and costly!) mistakes and discuss unique considerations for construction firms, that surety professionals should be aware of. This is an exciting opportunity for surety professionals to host NASBP Virtual Seminars for your construction clients or to share the information on how they too can register to participate in the live or recorded seminar.

    A buy-sell agreement provides for continuity of ownership and management. It also protects the assets of the company and the owners. In this Virtual Seminar, we’ll take a deep dive into succession planning with a focus on structuring a buy-sell agreement discussing its elements, including triggering events, funding and valuation provisions. We’ll also review common (and costly!) mistakes and discuss unique considerations for construction firms, that surety professionals should be aware of.

    This is an exciting opportunity for surety professionals to host NASBP Virtual Seminars for your construction clients or to share the information on how they too can register to participate in the live or recorded seminar.

    David Jean

    Principal, Albin, Randall & Bennett

    David Jean is a principal at Albin, Randall & Bennett specializing primarily in financial accounting and consulting for construction, manufacturing and real estate development companies. He provides tax, accounting and management advisory services to contractors, manufacturers and developers throughout New England. Mr. Jean also serves as the Managing Partner of New England Funds Control, LLC (NEFC), a wholly-owned subsidiary of ARB. NEFC specializes in providing funds control services for sureties, contractors and banks.

  • Traditions and Innovation: What You Need to Know About Project Delivery Today

    Contains 3 Component(s) Recorded On: 05/08/2018

    The United States construction market continues to thrive. Yet, as always, the manner in which a particular project is financed, designed, built and, ultimately, even operated and maintained, continues to be scrutinized, with more cost-effective and risk-averse options receiving serious consideration. Still, if there is a successful track record on a particular type of project delivery, construction project participants – owners, lenders, sureties, design professionals, construction managers, and general and specialty subcontractors -- are not opposed to utilizing more traditional approaches to build the project.

    The United States construction market continues to thrive.  Yet, as always, the manner in which a particular project is financed, designed, built and, ultimately, even operated and maintained, continues to be scrutinized, with more cost-effective and risk-averse options receiving serious consideration.  Still, if there is a successful track record on a particular type of project delivery, construction project participants  – owners, lenders, sureties, design professionals, construction managers, and general and specialty subcontractors -- are not opposed to utilizing more traditional approaches to build the project.

    This virtual seminar presented by Smith, Currie & Hancock attorneys Scott Walters and Sarah Carpenter will discuss two traditional delivery methods -- Design-Build and Construction Management, at Risk – that continue experiencing strong use in this strong market.  The seminar will also cover two emerging delivery methods, Integrated Project Delivery (IPD) and Design, Build, Finance, Operate, and Maintain (DBFOM), discussing their potential impact to construction delivery team members.

    Sarah Carpenter

    Associate, Washington, D.C. office of Smith Currie

    Sarah Carpenter is an Associate in the Washington, D.C. office of Smith Currie. Sarah practices in the areas of construction law and government contracts with a focus in construction litigation. She has experience in a wide variety of construction matters in state and federal courts, federal boards of contract appeals, mediations, and arbitrations involving changes, schedule delays and acceleration, defects, differing site conditions, payment disputes, and contract terminations. Sarah comes to Smith Currie as a University of Florida Levin College of Law alumnus with prior experience practicing in the State of Florida. 

    Scott Walters

    Partner, Atlanta office of Smith Currie

    Scott Walters is a Partner in the Atlanta office of Smith Currie. Scott is also a Civil Engineer.  Before law school, Scott worked as a Project Engineer, Project Manager, and Owner’s Representative on numerous commercial construction and environmental remediation projects. 

    In his legal career, Scott represents contractors, subcontractors, owners, and developers in a wide variety of commercial construction-related cases.  Scott also has extensive experience in drafting complex construction documents for heavy industrial, general commercial, and environmental remediation projects throughout the country.

    Scott is active in construction industry trade organizations.  He served two terms as Chapter Attorney for Associated Builders and Contractors of Georgia, Inc., and now serves as a member of the Board of Directors.  Scott also serves on the Attorney Advisory Council for the National Association of Surety Bond Producers.  Scott is also a member of the Atlanta Bar Association’s Construction Law Section. He has also taught classes on Practical Construction Project Documentation, Safety Conscious Work Environment Training, and speaks and writes frequently on a wide range of construction industry legal issues.

  • Impact of Steel and Aluminum Tariffs on Contractor Pricing

    Contains 3 Component(s) Recorded On: 04/24/2018

    On March 8, 2018, the Trump administration imposed a 25% tariff on steel imports and a 10% tariff on aluminum imports. Although the exact impact of these tariffs on the U.S. construction industry is not yet known, many contractors anticipate that the tariffs could significantly increase the cost of steel and aluminum construction materials thereby driving up the contractor's construction costs. This webinar will address the legal and contractual issues that contractors may face as a result of price increases, including the impact of price increases on current contracts, potential legal arguments for equitable adjustments, and negotiating favorable pricing terms on future contracts.

    On March 8, 2018, the Trump administration imposed a 25% tariff on steel imports and a 10% tariff on aluminum imports.  Although the exact impact of these tariffs on the U.S. construction industry is not yet known, many contractors anticipate that the tariffs could significantly increase the cost of steel and aluminum construction materials thereby driving up the contractor's construction costs.  This webinar will address the legal and contractual issues that contractors may face as a result of price increases, including the impact of price increases on current contracts, potential legal arguments for equitable adjustments, and negotiating favorable pricing terms on future contracts.

    This was the second of two Virtual Seminars on the recently announced steel and aluminum tariffs, the first session, "Tariffs - A Moving Target" was held on April 4th and economist Christopher Kuehl, walked through the latest on the steel and aluminum tariffs. 

    Levi W. Barrett

    Senior Associate, Construction Transactions Group, Peckar & Abramson, PC, New York

    Levi W. Barrett is a Senior Associate in the construction transactions group at Peckar & Abramson, PC, in New York, New York. His practice focuses on all aspects of public and private construction contracts, including contract negotiation, dispute avoidance, and contract administration.  Mr. Barrett frequently advises owners and general contractors in connection with large-scale domestic and international construction projects.  He also has extensive experience representing contractors in complex disputes and construction claims. He has served the ABA Forum on Construction Law as a member of its Division 13 (Government Contracting) Steering Committee, and as a speaker and editor.  Mr. Barrett is also involved with the Associated General Contractors of America (AGC).  He is a member of the AGC's Contract Documents and Alternative Documents committees and actively participates in drafting and revising ConsensusDocs construction contracts and is a frequent contributor to the AGC's publications.  He graduated with a degree in economics from San Francisco State University, and obtained his law degree from Syracuse University College of Law.

    Lori Ann Lange

    Partner, Peckar & Abramson, P.C., Washington, D.C.

    Lori Ann Lange is a partner in the Washington, D.C. office of the law firm of Peckar & Abramson, P.C., where she specializes in government contract law, bid protests, and corporate compliance counseling.  Ms. Lange represents a range of government contractors, including construction contractors, major defense contractors, informational technology contractors, and service contractors in all aspects of contracting with the federal government.

  • Convincing Commercial Lenders of The Benefits of Surety Bonds

    Contains 3 Component(s) Recorded On: 04/17/2018

    Nearly 60% of all USA non-residential construction spending is for private construction, yet less than 20% of the Surety Industry’s premium comes from private construction. The SFAA has prepared a PowerPoint presentation that is designed to be presented to commercial lending officers by surety professionals. In this webinar, Gary Dunbar and Mark Vicario of Great American Insurance Company will walk attendees through the presentation, highlighting their experience from meetings with commercial lending officers from numerous banks.

    Nearly 60% of all USA non-residential construction spending is for private construction, yet less than 20% of the Surety Industry’s premium comes from private construction. The SFAA has prepared a PowerPoint presentation that is designed to be presented to commercial lending officers by surety professionals. In this webinar, Gary Dunbar and Mark Vicario of Great American Insurance Company will walk attendees through the presentation, highlighting their experience from meetings with commercial lending officers from numerous banks.

    Gary T Dunbar

    Divisional President, Bond Division, Great American Insurance Company

    Gary T Dunbar is Divisional President of the Bond Division of the Great American Insurance Company. He joined Great American in 1989 and became President of the Bond Division in 1993.  Before joining Great American, Gary spent 13 years in the steel and construction industries in accounting, auditing, finance and operational positions.  He was on the Executive Committee of the Surety and Fidelity Association of America (SFAA) for 10 years and served as the Chair of the SFAA Board of Directors from 2005 through 2007. Gary received the 2007 Platinum Award for Excellence in Surety Bond Promotion as presented by the Surety Information Office. The Platinum Award recognizes the success of individual’s overall actions in promoting the value and benefits of contract surety bonds. In 2015, he received NASBP’s Bruce T. Wallace Award. The Bruce T. Wallace Award is given to “an individual who has conducted themselves throughout their career in accordance with the highest ethical standards and demonstrated a service characterized by commitment, consistency, intensity and impact”.

    Gary has a B.S.B.A. in accounting from the Ohio State University and an M.B.A. in finance from the Xavier University.  He is a Certified Public Accountant (inactive) in Ohio.

    Gary resides in Cincinnati, Ohio with his wife, Jan.   

    Mark Vicario

    Divisional Vice President, Bond Division, Great American Insurance Company

    Mark Vicario is Divisional Vice President for the Bond Division of Great American Insurance Company.

    Mark joined Great American in 1994 after spending nine years handling bond claims at USF&G in Baltimore, Maryland.  Mark graduated from Kent State University in 1982 and received his CPCU designation in 1997.  He manages the west coast claims and is also responsible for various administrative duties for the bond claim operation.

    Mark is an associate member of the American Bar association and of the Fidelity Surety Law Committee.  He is also a member of the National Bond Claim Association and the Surety Claim Institute.

    Mark and his wife Edith reside in Loveland, Ohio.    

  • Tariffs - A Moving Target

    Contains 3 Component(s) Recorded On: 04/04/2018

    Since the moment the tariffs were announced on steel and aluminum there has scarcely been a day that aspects of the plan have not changed. The imposition across the board then allowed exemptions for Canada and Mexico and then other nations were shown how they might also escape them. Was this a part of a bigger negotiation tactic aimed at China or really an effort to help steel makers? We really don't know but we are seeing reactions from steel users, and the construction sector is the most important of these - accounting for over 40% of steel consumption in the US. We will explore the latest and wait for the next round of changes. This was the first of two Virtual Seminars on the recently announced steel and aluminum tariffs, the follow-up session, "Impact of Steel and Aluminum Tariffs on Contractor Pricing" was held on April 24th and addressed the legal and contractual issues that contractors may face as a result of price increases caused by the tariffs.

    Since the moment the tariffs were announced on steel and aluminum there has scarcely been a day that aspects of the plan have not changed. The imposition across the board then allowed exemptions for Canada and Mexico and then other nations were shown how they might also escape them. Was this a part of a bigger negotiation tactic aimed at China or really an effort to help steel makers? We really don't know but we are seeing reactions from steel users, and the construction sector is the most important of these - accounting for over 40% of steel consumption in the US. We will explore the latest and wait for the next round of changes.

    This was the first of two Virtual Seminars on the recently announced steel and aluminum tariffs, the follow-up session, "Impact of Steel and Aluminum Tariffs on Contractor Pricing" was held on April 24th and addressed the legal and contractual issues that contractors may face as a result of price increases caused by the tariffs. 

    Dr. Christopher Kuehl

    Co-Founder and Managing Director, Armada Corporate Intelligence

    Dr. Christopher Kuehl (PhD) is a Managing Director of Armada Corporate Intelligence and one of the co-founders of the company in 1999. He has been Armada’s economic analyst and has worked with a wide variety of private clients and professional associations in the last ten years. He is the Chief Economist for the National Association for Credit Management and is on the Board of Advisors for their global division – Finance, Credit and International Business. He prepares NACM’s monthly Credit Managers Index. He is the Economic Analyst for the Fabricators and Manufacturers Association and writes their bi-weekly publication, Fabrinomics, which details the impact of economic trends on the manufacturer.

    Chris is the chief editor for the Business Intelligence Briefs, distributed all over the world by business organizations and he is one of the primary writers (with Keith Prather) for the Executive Intelligence Briefs. He also makes close to a hundred presentations each year to business and industry associations in the US and overseas. He is on the Board of the Business Information Industry Association in Hong Kong and serves as a resource for the media and for many trade publications.

    Chris has a doctorate in Political Economics and advanced degrees in Soviet Studies and Asian Studies and was a professor of international economics and finance for over 15 years prior to starting Armada.


  • Preparing for the New Revenue Recognition Standard

    Contains 3 Component(s) Recorded On: 03/20/2018

    Companies need to be prepared to adopt the new revenue recognition standard the Financial Accounting Standards Board (FASB) introduced on May 18, 2014, in its release of Accounting Standards Update (ASU) 2014-09, Revenue from Contracts with Customers (Topic 606). The standard becomes effective for public companies for the first interim period beginning after December 15, 2017, and nonpublic companies starting years after December 15, 2018.

    Companies need to be prepared to adopt the new revenue recognition standard the Financial Accounting Standards Board (FASB) introduced on May 18, 2014, in its release of Accounting Standards Update (ASU) 2014-09, Revenue from Contracts with Customers (Topic 606). The standard becomes effective for public companies for the first interim period beginning after December 15, 2017, and nonpublic companies starting years after December 15, 2018.

    This ASU will significantly affect the current revenue recognition practices of most companies, especially construction contractors. It could also impact the timing and amount of revenue reported, key performance indicators, debt covenant ratios, bond programs, contract negotiations, business activities, and budgets. Our speaker will discuss what business owners need to consider in adopting the ASU and its impact on their businesses.

    Participants will learn best practices for transitioning to the new ASU, the five steps FASB recommends to adopt the ASU, and what disclosers will be required.

    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.

    A speaker and author on topics related to construction accounting and financial management, Marty is frequently featured in leading trade and business publications including Managing Your Business (Construction Executive), Utility Transportation Contractor (UTCA), New Jersey CPA (NJCPA), the Philadelphia Business Journal, and NJBIZ.  

  • Seeing Green? A look at Marijuana Law and Surety Bonds

    Contains 3 Component(s) Recorded On: 02/21/2018

    Although not permitted under federal law Medical and/or recreational marijuana is legal in many US states, and several require businesses, such as marijuana dispensaries and growers, to obtain surety bonds. These bonds have been difficult to place, and many surety bond companies have been hesitant to enter into this new business line. With US Attorney General Jeff Sessions’ recent announcement that the Federal Government intends to end the policy of federal non-enforcement, what consequences might that entail for marijuana businesses and those that furnish them with surety credit? During this session, the presenters will take a look at current federal laws and policies and recent policy shifts on marijuana and how this relates to lenders, sureties and bond producers that are working with marijuana-related businesses in states where it is legal.

    Although not permitted under federal law Medical and/or recreational marijuana is legal in many US states, and several require businesses, such as marijuana dispensaries and growers, to obtain surety bonds. These bonds have been difficult to place, and many surety bond companies have been hesitant to enter into this new business line. With US Attorney General Jeff Sessions’ recent announcement that the Federal Government intends to end the policy of federal non-enforcement, what consequences might that entail for marijuana businesses and those that furnish them with surety credit? During this session, the presenters will take a look at current federal laws and policies and recent policy shifts on marijuana and how this relates to lenders, sureties and bond producers that are working with marijuana-related businesses in states where it is legal. 

    Connor Cantrell

    Shareholder, The Hustead Law Firm

    Connor Cantrell is a Shareholder at The Hustead Law Firm, a boutique commercial litigation firm based in Denver, Colorado with emphases in insurance and surety-related litigation of all kinds.  Connor graduated from Murray State University, B.A. with Honors in 2004 and the University of Denver Sturm College of Law, J.D. in 2007.  Connor is licensed in state and federal courts in Colorado, New Mexico, and Utah and has been admitted pro hac vice in several other jurisdictions throughout the Rocky Mountain Region. 

    Connor has a wide-ranging practice, with a primary focus in surety and first-party insurance disputes and litigation.  Connor has authored or contributed to several national publications, including articles for the American Bar Association, Defense Research Institute, Appleman on Insurance, and several others.  Connor is an active member of the American Bar Association, state and local bar associations, the William E. Doyle Inn of Court, and the Rocky Mountain Surety Association. 

    Seth A. Goldberg

    Partner, Duane Morris LLP

    Seth A. Goldberg is a partner in the Philadelphia office of Duane Morris, where he counsels clients in business and litigation, with a particular emphasis in highly-regulated industries, such as healthcare, pharmaceuticals and cannabis/hemp.  Companies, directors, and individuals involved in antitrust, commercial litigation, regulatory actions and securities matters rely on Mr. Goldberg's extensive experience with complex legal and business issues and his strategic decision-making to guide them toward optimal results.  As an active, seasoned trial lawyer, who regularly appears in federal and state courts, arbitral forums, and before federal and state regulatory agencies, including the SEC, FTC and state attorneys general, Mr. Goldberg has become a go-to lawyer in high-stakes cases and corporate investigations.  In addition, Mr. Goldberg's unique experience in highly-regulated markets, combined with his entrepreneurial interests, has led to his involvement with the emerging cannabis and hemp industries. In these markets he advises core and ancillary cannabis and hemp companies, including growers, processors, dispensaries, and infused-product manufacturers, real estate developers, universities and university research centers, raw materials companies, and investors in a wide array of regulatory and business matters pertaining to their legal marijuana activities.  His leadership in the cannabis and hemp spaces has resulted in Mr. Goldberg's role as head of the Duane Morris’ multidisciplinary cannabis practice, which is comprised of dozens of lawyers spanning the firm's numerous practice areas. 

  • Accounting Terminology for Non-Accountants 2018

    Contains 3 Component(s) Recorded On: 01/23/2018

    This presentation focuses on fundamental accounting concepts and related terminology. Additionally, we will address the basic components of a financial statement and how to identify the basis of the accounting method used. Lastly, the core differences between compiled, reviewed and audited financial statements will be discussed.

    This presentation focuses on fundamental accounting concepts and related terminology.  Additionally, we will address the basic components of a financial statement and how to identify the basis of the accounting method used. Lastly, the core differences between compiled, reviewed and audited financial statements will be discussed.

    David Rogiers

    Senior Manager, Assurance Services Department, Berntson Porter & Company, PLLC

    David Rogiers is a Senior Manager in the Assurance Services Department at Berntson Porter & Company, PLLC., a top fifteen accounting firm in the Seattle area.  He oversees financial statement engagements, including reviews, compilations and audits for construction/real estate clients and manufacturers and distributors, as well personal financials for high-net worth individuals. 

    Dave holds a Bachelor of Arts in Accounting as well as an MBA, from Western Washington University. He is a member of the American Institute of Certified Public Accounts (AICPA) and Washington Society of CPAs (WSCPA).