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  • Critical Project Restart Strategies: Best Practices to Help Construction Firms Restart Projects

    Contains 3 Component(s) Includes a Live Web Event on 10/06/2020 at 2:00 PM (EDT)

    With the goal of preventing COVID-19 transmission, adhere to quarantine rules, and deal with “stay at home” guidelines, many construction projects nationwide have been shuttered. Now businesses must recognize the importance of project restart strategies that are imperative to ensure successful completion.

    With the goal of preventing COVID-19 transmission, adhere to quarantine rules, and deal with “stay at home” guidelines, many construction projects nationwide have been shuttered.  Now businesses must recognize the importance of project restart strategies that are imperative to ensure successful completion. In the same vein that the work came to a screeching halt, the restart of construction projects will have the same frenetic pace as the New York City Marathon when the “starting gun goes off.” Ideally, construction leaders would like to see a seamless transition to simply “continuing where they left off.” Realistically, even if the restart occurs just seven days after a work stoppage, activity would not resume normal function due to everything from supply chain disruptions to new hygiene-related work rules. Construction projects will resemble the trajectory of an ocean-going super tanker trying to turn rather than a high-performance sports car cornering on a dime.

    In this webinar, construction leaders will learn the following:

    1. FMI’s “Restart Strategy” for projects
    2. The impact to the supply chain and conduct collaborative conversations to drive action and results
    3. Cash flow, billings, and costs to determine the fiscal results of COVID-19 on projects and work in progress
    4. Important considerations related to workforces, delays, protocols, and the ever-important “Project Exit Strategy”



    Gregg Schoppman

    Principal and Florida Consulting Manager, FMI

    As FMI’s Principal and Florida Consulting Manager, Gregg Shoppman specializes in the areas of productivity and project management. He leads FMI’s project management consulting practice and heads the consulting management group of FMI’s Florida office. Prior to joining FMI, Shoppman served as a senior project manager for a general contracting firm in central Florida. He has completed complex and sophisticated construction projects in several different niches and geographic markets. He has also worked as a construction manager and managed direct labor. Also, Shoppman has expertise in numerous contract delivery methods. Shoppman was named one of the Top 25 Consultants of 2014 by Consulting Magazine, receiving the highest number of nominations for that year’s recipient group. He has completed project management and productivity implementation engagements for general and trade contractors and facilitates strategic planning and evaluation services focused on organizational transformation. He has also been an instructor with FMI’s Project Manager Academy and regularly trains individuals from foreman to CEO.

    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 2020 VIRTUAL SEMINAR PACKAGE

    Contains 225 Product(s)

    ​Registration for the 2020 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 2020, 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 2020 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 2020, 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 2020;
    • Automatically have access to recordings of all Virtual Seminars held in 2020;
    • 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.


  • PPP Loans- Impacts and Planning around Loan Forgiveness

    Contains 3 Component(s) Includes a Live Web Event on 09/30/2020 at 2:00 PM (EDT)

    ​PPP Loans and forgiveness have been on everyone’s minds. During this NASBP Virtual Seminar, 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.​

    PPP Loans and forgiveness have been on everyone’s minds. During this NASBP Virtual Seminar, 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: 

    1. Best practices in presenting the PPP loan on year-end financial statements (examples where loan is forgiven and where it isn’t)

    2. Strategies on timing of applying for loan forgiveness and recording forgiveness

    3. Tax planning ideas around PPP loan forgiveness

    4. What do you do now from a cash flow perspective that PPP funds have been exhausted?

    Julian M. Xavier

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

    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.

  • September Virtual Event: Preparing for the Future Nationally and Regionally

    Contains 4 Product(s)

    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.

    image


    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.

  • Let's Get Surety

    Contains 22 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/!

  • U.S. Chamber of Commerce Policy Briefing on Rural Broadband and Federal and State Infrastructure

    Contains 3 Component(s) Recorded On: 09/16/2020

    During this informative seminar, we will be joined by Jordan Crenshaw, Executive Director, and Edward Mortimer Vice President, Transportation, and Infrastructure both with the U.S. Chamber of Commerce who will be discussing bridging the digital divide and America’s infrastructure challenges while highlighting current advocacy and grassroots efforts that are underway to secure bipartisan action.

    During this informative seminar, we will be joined by Jordan Crenshaw, Executive Director, and Edward Mortimer Vice President, Transportation, and Infrastructure both with the U.S. Chamber of Commerce. Jordan will be discussing the issue of bridging the digital divide. With at least 18 million Americans not connected to high-speed broadband and students struggling to learn virtually during the pandemic, the Chamber supports spending, regulatory, and permitting initiatives to connected the disconnected. The discussion will focus on federal and state efforts to connect all Americans. Additionally, Ed will be discussing America’s infrastructure challenges while highlighting current advocacy and grassroots efforts that are underway to secure bipartisan action. The U.S. Chamber’s efforts underscore the importance of investing in American’s roads, bridges, mass transit systems, air and sea ports, and water infrastructure as critical national assets that drive growth, jobs, safety, and global competitiveness. Be sure to attend this informative Policy Briefing and stay up to date on issues that are of utmost importance to surety professionals and their clients. 

    Jordan Crenshaw

    Executive Director, U.S. Chamber of Commerce, Technology Engagement Center

    Jordan Crenshaw serves as Executive Director and oversees policy at the U.S. Chamber of Commerce’s Technology Engagement Center. He directly manages the Chamber’s Telecommunications& E-Commerce Policy Committee, which analyzes federal privacy, cloud computing, broadband, internet, e-commerce, and broadcast policies that impact U.S. businesses. Crenshaw also directs the Chamber’s privacy working group which is comprised of over 200 companies and trade associations, which developed model privacy legislation and principles.

    Before joining the Chamber, Crenshaw served as an attorney with another trade association focusing on environmental issues and analysis of consumer privacy laws. Previously, Crenshaw managed discovery issues in the defense of a financial institution against TCPA claims at McGuire Woods, LLP. During law school, Crenshaw interned for Virginia Senate Majority Leader Thomas Norment, the Office of the Attorney General of Virginia, the U.S. Department of Labor Office of Administrative Law Judges, and the National Right to Work Defense Foundation.

    Crenshaw earned both his undergraduate degree and Juris Doctor from the College of William and Mary.

    Ed Mortimer

    Vice President, U.S. Chamber of Commerce, Transportation and Infrastructure

    Ed Mortimer serves as vice president of Transportation and Infrastructure at the U.S. Chamber of Commerce. Mortimer oversees the development and implementation of the Chamber’s transportation infrastructure policy and represents the Chamber on Capitol Hill as well as before the administration and industry organizations. He also leads the Americans for Transportation Mobility (ATM) Coalition, a collaborative effort by business, labor, transportation stakeholders, and concerned citizens to advocate for improved and increased federal investment in the nation’s aging and overburdened transportation system.

    Mortimer comes to the Chamber from AECOM, an engineering and construction company, where he served as director of government relations. He was responsible for coordinating government affairs efforts with the company’s infrastructure market segment, representing AECOM’s interests before federal, state, and local officials.

     Prior to that, Mortimer was director of Transportation and Infrastructure at the U.S. Chamber. Earlier in his career, he was director of government relations for the Transportation Intermediaries Association (TIA) and a legislative representative for the American Road and Transportation Builders Association.

    Mortimer received a bachelor’s of arts in political science from American University and completed an executive management program at Georgetown 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.

  • The Top Ten Provisions of the Contract Surety’s General Indemnity Agreement (Other Than the Indemnity Provision)

    Contains 3 Component(s) Recorded On: 09/03/2020

    The contract surety’s General Indemnity Agreement is the fundamental agreement establishing the contractual obligations running from the principal and indemnitors to the surety. During this NASBP Virtual Seminar, Adam Friedman of Chiesa Shahinian & Giantomasi PC will share highlights and discusses these wide-ranging obligations of the indemnitors to the surety.

    The contract surety’s General Indemnity Agreement is the fundamental agreement establishing the contractual obligations running from the principal and indemnitors to the surety.  Despite being titled the “General Indemnity Agreement”, the agreement does much more than merely creating and addressing the surety’s right of indemnification.  It provides so many more important obligations that the indemnitors agree to perform in exchange for the surety considering the execution of bonds on behalf of a principal.  During this NASBP Virtual Seminar, Adam Friedman of Chiesa Shahinian & Giantomasi PC will share highlights and discusses these wide-ranging obligations of the indemnitors to the surety.

    Adam P. Friedman

    Member, Chiesa Shahinian & Giantomasi PC

    Adam P. Friedman is a member of Chiesa Shahinian & Giantomasi PC in West Orange, New Jersey, and New York, New York, where his more than 25 years in practice (almost all with CSG) has focused primarily upon litigation involving surety bonds and policies of fidelity insurance in the state and federal courts of New York and New Jersey.  He is a frequent author and presenter on topics related to fidelity and surety law, and is a past Chair of the Fidelity and Surety Law Committee of the American Bar Association’s Tort Trial and Insurance Practice Section.  He received his B.S. in meteorology (yes, really) from Cornell University and his J.D. from Yeshiva University’s Cardozo School of Law, where he was an editor of the Cardozo Law Review.  Before entering private practice, he was honored to serve as a law clerk to the Honorable Arthur D. Spatt of the United States District Court for the Eastern District of New York.

    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.

  • Cryptocurrencies and Money Transmitter Bonds in an Unpredictable Economic Environment

    Contains 3 Component(s) Recorded On: 08/19/2020

    This presentation will focus on cryptocurrencies and money transmitter bonds, including the state of cryptocurrencies both pre and post pandemic.

    This presentation will focus on cryptocurrencies and money transmitter bonds, including the state of cryptocurrencies both pre and post pandemic.  The presenters will also address licensing and regulation of money transmitters on a state-by-state basis while analyzing potential impacts on these bonds in today’s economic climate. 

    Amanda L. Miceli

    Attorney, Surety and Fidelity Group, Chiesa Shahinian & Giantomasi PC

    Amanda Miceli is an attorney in the surety and fidelity group at the law firm of Chiesa Shahinian & Giantomasi PC in West Orange, New Jersey.  Amanda received her B.A. in philosophy from Franklin and Marshall College before graduating from Seton Hall Law School.  Prior to joining Chiesa Shahinian & Giantomasi PC, Amanda was a law clerk in the United States District Court for the District of New Jersey. She is a frequent presenter at surety law conferences.

    Joseph Quintilian

    Partner, Distributed Capital Partners; Head of Proprietary Trading, MakerDao; Co-Founder & CFO, Etherindex

    Joseph Quintilian is a partner at Distributed Capital Partners and the Head of Trading and Exchanges at the Maker Foundation, responsible for all Foundation crypto market activity including cryptocurrency marketplaces and principal trading. Joseph graduated from Bucknell University with a B.A. in business administration, banking, corporate finance and securities law. He routinely consults on issues pertaining to cryptocurrencies.  

    The Maker Foundation is the organization facilitating the development of MakerDAO. MakerDAO governs the Maker Protocol and Dai, the world’s first decentralized, collateral-backed stablecoin on the Ethereum blockchain. Dai mitigates volatility through an autonomous system of smart contracts called the Maker Protocol, and through decentralized community governance.


    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.

  • Getting the Band Back Together: Communication Among Your Contractors Team of Advisors to Assist with Current Challenges

    Contains 3 Component(s) Recorded On: 07/29/2020

    During this NASBP Virtual Seminar, David Jean with Albin, Randall & Bennett, CPAs, NASBP Past President Bob Shaw of Skilling’s Shaw & Associates Inc, Ralph Pulver of Travelers and Rob Ruesch of Verrill Law will share ideas and thoughts in how to cope with some of the current and future challenges caused by COVID-19.

    During this NASBP Virtual Seminar, David Jean with Albin, Randall & Bennett, CPAs, NASBP Past President Bob Shaw of Skilling’s Shaw & Associates Inc, Ralph Pulver of Travelers and Rob Ruesch of Verrill Law will share ideas and thoughts in how to cope with some of the current and future challenges caused by COVID-19. They will address best financial, legal and surety practices during these uncertain times and will discuss the importance of proactively reaching out to our contractor client to provide them with the best tools and resources available to help them succeed.

     

    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.

    Ralph V. Pulver

    Vice President, Construction Services/Bond, Travelers

    Ralph began his surety career with the Travelers in 1985 in Albany, New York. Subsequently he has served in both home office and field management positions for Travelers, Continental Insurance and Amwest Surety Insurance Company. In 2001, he returned to Travelers where he serves as a Regional Underwriting Officer for Construction Services of Travelers Bond and Specialty Insurance based in Hartford, Connecticut. He has underwriting responsibilities for Northeast Midwest territory as well as the Construction Services Express unit in Exton, Pennsylvania.

    Ralph serves on the National Association of Surety Bond Producers’ (NASBP) Professional Development and Education Committee, Virtual Seminar Advisory Board, and the Emerging Contractor Committee. Ralph has been a faculty member for the NASBP’s William Angel Surety School since 1990 and involved with both the development and teaching of the Level II and Level III curriculum. In 2013, the NASBP awarded Ralph with the John J. Curtin Jr Presidents Award for his distinguished service to the surety industry.

    Ralph also serves on the contract surety advisory board for the Minority Business Development Institute and assists the Surety and Fidelity Association of America with its initiatives in support of small and emerging contractor initiatives. He has served on the advisory committee for the Insurance Institute of America’s Associate in Surety and Fidelity Bonding designation program and is recognized by the Institute for contributing to the technical review of their AFSB 152 text book material.

    Ralph is a cum laude graduate of Siena College. He received his Associate in Fidelity and Surety Bond designation in 1993.

    A. Robert Ruesch

    Partner, Verrill Dana

    Rob focuses on construction, design, and surety law, and counsels his clients through all aspects of the construction process, including contract negotiation, procurement, bid protests, claims management and avoidance, and trials, arbitration, and mediation.  Rob represents owners, sureties, contractors and subcontractors. 

     Rob excels at presenting complex claims and defenses in mediation, arbitration, and court. He has tried, mediated, and arbitrated hundreds of contract, real estate, surety and construction disputes. In addition to his accomplishments in the area of claims and disputes, Rob focuses his construction practice on helping clients avoid claims through effective contract strategies, risk allocation, and negotiation. Rob maintains an active practice in state and federal courts throughout New England and regularly speaks on topics related to construction law. Rob is chair of the ABA Forum on Construction Law's Distance Learning Committee and recently coordinated that organization’s Leadership Roundtable Webinar Series on the COVID-19 crisis.  Rob is also a member of the ABA’s Fidelity and Surety Law Committee.   

    ROBERT E. SHAW

    President, Skillings Shaw & Associates, Inc.

    Bob received an MBA from National University, San Diego and a BS in Business Administration from the University of Southern Maine, Portland, Maine. He is a founding partner of Skillings Shaw & Associates, Inc., a surety agency founded in 1994, and became President in 2000. Bob has been involved in the surety bond business since 1979 when he worked for Fidelity & Deposit of Maryland in the Portland, ME, San Diego and Boston branch offices before joining Industrial Indemnity in San Diego as Surety Manager. In 1985 Bob joined the Robert F. Driver Company and in 1987 returned to Maine as Surety Department Manager for a local agency. He is a local member of AGC, ABC, CFMA, and MBTA.Bob is and NASBP Past President and a Past Chair of the NASBP Education & Professional Development Committee, and serves on the Association’s Membership 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 Virtual Event - Being Present and Connecting Surety in a Virtual World

    Contains 4 Component(s)

    This event is offered as a complimentary benefit to all NASBP Member, Affiliate and Associate members and is a unique opportunity to convene virtually. The agenda details are featured below. 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.

    The agenda details are featured below.  All sessions will be interactive allowing attendees to ask questions in real-time throughout the presentation.

    AGENDA

    WEDNESDAY, July 22 (TIMES ET)


    Welcome and Be Guaranteed To Succeed Presentation 1:00 p.m.

    Welcome and Presentation

    Overview

    Welcome and Opening Address Mark Munekawa, NASBP President

    Presentation: "Be Guaranteed To Succeed: How the New Producer Communications Toolkit Can Help You Sell More Bonds" Zach Mendelson, EPIC and Mike Specht, Insurica Southwest

    Break 1:45 p.m.

    Break with Featured Be Guaranteed To Succeed Campaign Videos and messages from Sponsors

    Presence in Chaos 2:00 p.m.

    Presentation: "Presence in Chaos"

    Overview

    Presentation: "Presence in Chaos" Scott Mann, Rooftop Leadership