Catalog Advanced Search

Search by Category
Search by Format
Sort By
Search by Type
Search by Category
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
  • Contains 3 Component(s) Includes a Live Web Event on 10/10/2023 at 2:00 PM (EDT)

    This NASBP Virtual seminar will begin with an overview of current economic market conditions to lay foundation for a dynamic round table discussion, between two battled tested construction company officers and a turnaround consultant.

    This NASBP Virtual seminar will begin with an overview of current economic market conditions to lay foundation for a dynamic round table discussion, between two battled tested construction company officers and a turnaround consultant. This engaging group will share their experience and perspectives on things to be considered heading into a softening market, actions that can be taken, lessons learned having been there, and things they wished they had known beforehand.

    Kevin J. Hamernik, CPA, CIRA

    Partner / Consulting

    Forvis

    Kevin leads FORVIS’ restructuring and special situations team and has more than 25 years of professional experience.  Prior to joining FORVIS, he was an owner and managing member of an Indianapolis firm where he specialized in restructurings and turnarounds, financial and strategic consulting, special situations practices, financial due diligence, transaction support, debt and capital transactions and originations, forensic accounting, and litigation support.

    Kevin has represented both public and private companies, banks, law firms, family offices, and private equity groups. He has served as an interim officer, chief restructuring officer (CRO), state court receiver, federal Chapter 11 trustee, and federal bankruptcy court CRO. He has provided professional depositions and testimony, both with and without written reports.

    He has supported clients and their counsel in the financial elements of judicial proceedings, including preferences and fraudulent conveyances, and provided court testimony on various matters in proceedings conducted under U.S.C. 11.

    Kevin also has performed financial and accounting work and forensic analysis for trustees and served as both a fact witness and an expert witness in his areas of expertise.
    He is a member of the American Institute of CPAs and Indiana CPA Society. He also is a Certified Insolvency and Restructuring Advisor (CIRA).

    Robert Thomson

    Sr. Director of Finance & Treasurer

    Indianapolis Airport Authority

    Robert Thomson, a certified public accountant (CPA), has served as the board-appointed Indianapolis Airport Authority Treasurer since 2014 after assuming the position of Senior Director of Finance in 2013.  Thomson began his career in Indianapolis with Geo S. Olive & Co. (now FORVIS, LLP), where he was an audit and tax specialist focusing on manufacturing, dealerships, and employee benefits.  Subsequently, Thomson served as controller of Indianapolis Newspapers, Inc., focusing on systems implementation and profit-driver financial management.  He later served as the Chief Financial Officer for a local family-owned manufacturer.  

    Thomson joined the Indianapolis Airport team in 2004 as Accounting Director for BAA Indianapolis (BAAI), responsible for operating budgets, reporting, and financial systems.  Thomson paused his airport career between 2007 and 2009 and pursued a business ownership opportunity with a Midwest-based, middle market, contractor that provided hard-earned experience in cash flow management, contract negotiation, and crisis management.  The hard-earned experience allowed Thomson to successfully lead the Indianapolis Airport Authority through the 2020 economic disruption. In 2016 and 2017, respectively, Thomson was named CFO of the Year by the Indianapolis Business Journal and the Medium Hub Airport Finance Professional of the Year by ACI North America for his leadership and contributions to the aviation industry.  Thomson, an Illinois native, holds a degree in accounting from Cedarville University.

    Robert Weihe

    President

    Solo Gratia

    Robert graduated from Purdue University with a Bachelor’s Degree in Civil Engineering and has over 35 years of experience in the construction industry, specifically underground utilities and earthwork.  He is the President of Solo Gratia which is the holding company for Weihe Construction, Inc., Weihe Transport, LLC. and Arrow Construction, LLC. He is very involved in every facet of the organization.  Robert has experience working in the field as well as project managing and estimating.  

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

  • Contains 3 Component(s) Includes a Live Web Event on 10/04/2023 at 2:00 PM (EDT)

    Join us for this interesting look behind the curtain at probate bonds.

    During this NASBP Virtual Seminar, we are joined by attorney Matthew Horowitz of Neubert, Pepe & Monteith to discuss the cutting-edge issues in probate bond claims. Specifically, his presentation will explore whether a Probate Bond affords coverage for losses incurred in the course of a probate estate operating a business or leasing real property. Join us for this interesting look behind the curtain at probate bonds. 

    Matthew M. Horowitz

    Counsel

    Neubert, Pepe & Monteith

    Matthew Horowitz has been representing sureties and fidelity carriers in Connecticut and Massachusetts for approximately 30 years. He regularly assists sureties with performance and payment bond disputes and claims arising under probate and other commercial bonds, as well as in salvage and recovery matters. He litigates in state and federal courts, appellate courts, and arbitration forums, as well as representing sureties in mediations and informal negotiations. He also provides representation to sureties in transactional matters, including drafting and negotiating takeover and tender agreements, completion contracts and documents in aid of indemnity obligations.

    Matt is a member and has held leadership positions in the Fidelity and Surety Law Committee of the American Bar Association. He is a co-sponsor of the Northeast Surety and Fidelity Claims Conference held annually in New Jersey. He has published extensively in the surety industry including contributing chapters or serving as editor for ABA publications such as the Law of performance Bonds, the Law of Payment Bonds and the Law of Commercial and Miscellaneous Bonds. Matt is a frequent speaker at surety and fidelity conferences. He has developed extensive relationships in the surety industry and is in regular contact with surety claims professionals, surety claims consultants, and surety lawyers from other jurisdictions.

    Matt frequently teaches as an adjunct professor in the mediation program at the University of Connecticut School of Law. He is a member of the Board of Directors for the Institute of Community Research, a non-profit organization located in Hartford, Connecticut. He is also a member of the Town of West Hartford Civilian Police Review Board.

    He earned his B.A, summa cum laude from Tufts University and his J.D. from New York University School of Law. He is admitted to practice in Connecticut, Massachusetts, Texas, and the District of Columbia. In addition, he is admitted to practice in the United States Court of Appeals for the Second Circuit and Fifth Circuit, and the United States District Court, District of Connecticut and Massachusetts.

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

  • Contains 287 Product(s)

    Registration for the 2023 NASBP Virtual Seminar Annual Subscription is now open and available only for NASBP Members, Affiliates, and Associates. For just $999–that’s almost half of what you would pay if you purchased each of the nearly two dozen 2023 Virtual Seminars individually.

    Registration for the 2023 NASBP Virtual Seminar Annual Subscription is now open and available only for NASBP Members, Affiliates, and Associates. For just $999–that’s almost half of what you would pay if you purchased each of the nearly two dozen 2023 Virtual Seminars individually.

    Multi-Subscription Discount

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

    All NASBP Virtual Seminar Annual Subscribers will automatically:

    • Be registered for all live Virtual Seminars held in 2023;
    • have access to recordings of all Virtual Seminars held in 2023 and
    • have access to the library of more than 200 past Virtual Seminars on-demand throughout the year!

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

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

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


  • Contains 97 Component(s) Recorded On: 04/01/2020

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

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

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

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

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

  • Contains 3 Component(s)

    This NASBP Virtual Seminar discusses the all-important Subcontract negotiation from the Contractor’s and Subcontractor’s perspectives.

    This NASBP Virtual Seminar discusses the all-important Subcontract negotiation from the Contractor’s and Subcontractor’s perspectives.  Attorney Gene Polyak of Smith, Currie & Hancock LLP will focus his presentation on how small changes in contract language can lead to big changes in the project’s risk profile. The seminar focuses on equitable risk allocation. Clauses discussed include Scope, Pay-if-Paid, Indemnity, Change Orders, Schedule, Acceleration, No Damage for Delay, Waiver of Consequential Damages, Escalations, Lien Waivers, Design Liability, Warranty, and others. 

    Eugene Polyak

    Partner

    Smith, Currie & Hancock LLP

    Eugene Polyak is a Partner in the Fort Lauderdale office of Smith, Currie & Hancock LLP. He is Board Certified in Construction Law by the Florida Bar. Gene specializes in drafting and negotiating construction, construction management, design-build, EPC, design, and other contracts on behalf of owners, general contractors, subcontractors, architects/engineers, and consultants. Gene provides advice during ongoing construction projects and serves as counsel in the development, prosecution, and defense of construction-related claims. 

    https://www.smithcurrie.com/professionals/eugene-polyak/


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

  • Contains 3 Component(s)

    For the construction industry and the related surety industry, the last three years have presented both significant challenges and major opportunities.

    For the construction industry and the related surety industry, the last three years have presented both significant challenges and major opportunities. The COVID-19 pandemic cast a threatening shadow in early 2020, but did not lead to the enduring recessionary conditions many feared. Supply chain and labor market disruptions, and increased government spending in response to the pandemic, combined to spur inflation to levels not seen since the 1980’s. 

    This presentation will focus on price escalation and inflation impacts to the surety when a project goes into claims. Hear from the perspective of a claims professional, attorney, and engineer on the impact of price escalation and inflation, as well as some important lessons that they learned along the way. 

    Melissa Rice

    Executive Specialist

    Crum & Forster

    Melissa Rice is an Executive Specialist at Crum and Forster handling contract surety claims. Melissa graduated from Cabrini University in Radnor, Pennsylvania with a Master of Accounting. She is also obtained her bachelor’s degree in History and Secondary Education Certification at Muhlenberg College in Allentown, Pennsylvania. In her spare time, Melissa enjoys gardening and spending time at the beach. 

    Melissa Lee

    Principal

    Manier & Herod

    Melissa Jane Lee is a principal with Manier & Herod practicing primarily in the areas of surety law, construction law, and general insurance coverage and litigation. In 2007, Ms. Lee graduated magna cum laude from the Honors College at Clemson University in Clemson, South Carolina, where she received a Bachelor of Science in Political Science. Ms. Lee received her Juris Doctor, summa cum laude, from the University of Tennessee College of Law in 2010.

    Ms. Lee is a construction surety lawyer and has represented numerous clients with respect to every aspect of surety law, including takeovers and relets, bond claim analysis, bankruptcy matters and litigation in various courts in the Southeast. Ms. Lee also represents clients in matters involving general construction law and miscellaneous surety bonds. Ms. Lee has the unique perspective of being both a litigator and a transactional attorney, having both courtroom and arbitration experience and having represented clients in large scale workouts. Additionally, Ms. Lee assists insurers with preliminary coverage analysis and coverage dispute litigation involving a variety of insurance policies, from commercial general liability policies to fidelity bonds. Ms. Lee is a member of the American Bar Association, Tennessee Bar Association, Nashville Bar Association and is active in the Surety and Fidelity Law Committee of the Torts, Trial & Insurance Practice Section of the ABA. Ms. Lee is a frequent speaker at industry conferences and is currently Vice-Chair of FSLC’s Construction Law Subdivision. Ms. Lee is a graduate of the TIPS Leadership Academy and has been recognized as a “Rising Star” in the area of insurance coverage by Mid-South Super Lawyers, a Thomson Reuters business, since 2013.

    Elizabeth Paquet

    Construction Management & Surety Consultant

    Beacon Consulting Group

    Elizabeth Paquet joined Beacon Consulting Group's team in 2019. With more than 20 years of construction industry experience and a Master’s Degree in Construction Management from Steven's Institute of Technology, Elizabeth’s background and deep industry knowledge have made her an invaluable member of Beacon's Construction Consulting team.

    Elizabeth's experience in the construction industry goes back to her early teen years when she started working part time at her father's firm M.J. Paquet, Inc., a construction company specializing in complex heavy transportation projects for the public and private sector. During her high school and college years, Elizabeth started working full time during school breaks as an administrative assistant and intern at the company where she played an active role helping to support and manage large highway / infrastructure projects. During that time, Elizabeth learned about all aspects of bidding on, managing, and completing large construction projects, including both the business and technical aspects.

    After spending several years working in the family business, Elizabeth started up her own firm, Empco Contracting, Inc., based in Haworth, NJ. The company took on numerous projects, grew to employ more than 25 people, and solidified Elizabeth's knowledge of all aspects of the construction business. After running Empco for more than six years, Elizabeth took on progressive roles at other construction companies. She served as Director of Operations at a regional Contracting / Construction Management company and then as Manager of Purchasing, Project Management & Project Coordination at another construction company based in Northern NJ, focusing on bridge construction, rehabilitation, and other heavy construction projects.

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

  • Contains 3 Component(s)

    This presentation provides a look backward at surety industry statistics and a look ahead at developing trends to provide a snapshot of the Surety market today and where it could be headed tomorrow.

    This presentation provides a look backward at surety industry statistics and a look ahead at developing trends to provide a snapshot of the Surety market today and where it could be headed tomorrow.  The look backward will address surety market statistics – growth, profitability, and market trends the industry has seen over the past two decades.  The look ahead will touch on emerging risk issues that could impact the surety industry in the coming years. 

    Mike Bond

    Chief Underwriting Officer – National Accounts

    Markel Surety

    Michael Bond joined Markel Surety in January of 2021 as Chief Underwriting Officer – National Accounts.  In that role, he oversees the underwriting of accounts requiring surety capacity from $50 million to $500 million.  The National Accounts offering adds to Markel Surety’s well-established track record and existing business in Contract and Commercial Surety.  Markel Surety’s primary mission is to help our partners profitably grow their business through all market cycles.

    Prior to Markel Surety, Mr. Bond was Head of Surety for Euler Hermes North America.  Prior to Euler Hermes, Mr. Bond work at Zurich Insurance Company in a variety of executive roles, including the Head of the Zurich Credit & Political Risk team and the Head of Zurich Surety.  As Head of Zurich Surety, he was responsible for a $600 million surety business, which serves contract and commercial surety customers in North America and around the world.

    Prior to joining Zurich, Mr. Bond served as a senior insurance officer at Overseas Private Investment Corporation (OPIC), underwriting political risk insurance coverage for projects in a variety of industrial sectors.  Previously, Mr. Bond worked as a municipal development advisor with the U.S. Peace Corps in Honduras and as a project manager with Law Environmental in Atlanta, Georgia.

    Mr. Bond is a past member of the Board of Directors of the Surety and Fidelity Association of America (SFAA), the Management Committee of the International Credit Insurance & Surety Association (ICISA) and the Executive Committee of the Pan American Surety Association. Mr. Bond holds a B.S. from Rutgers University, an M.S. from the Georgia Institute of Technology and an M.B.A. from Loyola College. He is fluent in Spanish.  He resides in Olney, Maryland.  He is actively involved in fundraising and advocacy on the behalf of the ALS Association.  

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

  • Contains 3 Component(s)

    You will not want to miss this in-depth look into the sometimes-overlooked process of arbitration and mediation involving sureties.

    On this NASBP Virtual Seminar, Marilyn Klinger of SMTD Law joins us to discuss arbitration and mediation requirements related to traditional bonds (AIA, ConsensusDocs, EJCDC, Federal (FAR) Standard Form 25 forms) when there is a claim against performance and/or payment bonds. In addition to examining the arbitration and mediation provisions of the traditional bond forms, Klinger will discuss the ins and outs of arbitration enforcement, multi-party issues that can complicate arbitration, incorporation by reference issues, and pre- and post-contract termination. You will not want to miss this in-depth look into the sometimes-overlooked process of arbitration and mediation involving sureties.

    Marilyn Klinger

    Managing Partner

    SMTD Law LLP

    Ms. Klinger serves as the Managing Partner of SMTD Law’s Los Angeles office. She is involved in all aspects of construction law on a state and national level, representing the full spectrum of the construction industry, from owners, contractors, subcontractors and sureties. 

    Ms. Klinger’s practice includes time-related claims and litigation (e.g., delay/impact), legal advice and counsel regarding the contracting process (e.g., bidding and contract disputes/performance bond claims), payment enforcement/defense (e.g. payment bonds/mechanics liens/stop payment notices), administrative and scope claims and litigation (e.g., differing site conditions, change and extra work orders/inadequate plans and specifications and subcontractor substitutions) and counseling and transactional services to the construction industry (e.g., general advice and counsel, including contract preparation, evaluation and negotiation). 

    In addition, she has extensive experience in dispute resolution including litigation, trial, appeals, arbitration and mediation.

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

  • Contains 3 Component(s)

    Amid what has been called the “Great Retirement”, many construction company owners may find themselves asking, “what happens when I want to retire;” and if that is not something that they have considered yet, it’s something that they should definitely consider now.

    Amid what has been called the “Great Retirement”, many construction company owners may find themselves asking, “what happens when I want to retire;” and if that is not something that they have considered yet, it’s something that they should definitely consider now. 

    During this NASBP Virtual Seminar, we will be joined by three experienced construction CPA’s who are participants on the NASBP CPA Advisory Council: David Jean of Albin, Randall & Bennett; Marty McCarthy of Marcum; and Julian Xavier of CliftonLarsonAllen LLP, who will share an overview of the exit planning process as well as the internal and external exit planning options that they see in the construction space. They will discuss and share stories from the field and examine what various exit plans can look like on a contractor’s balance sheet. You won’t want to miss this insightful overview of exit planning. 

    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. David 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.

    Martin C. McCarthy, CPA, CCIFP

    Office Managing Partner

    Marcum

    Marty McCarthy is the office managing partner of Marcum’s Blue Bell, PA, and Tinton Falls, NJ offices and serves as the Firm’s Mid-Atlantic Construction practice leader. With more than three decades of experience working with construction companies, his collaborative and solution-focused approach, technical proficiency, and deep industry knowledge have made him a trusted advisor to contractors looking to operate more efficiently and optimize growth.

    Before merging his practice into Marcum in 2023, Mr. McCarthy was the managing partner of McCarthy & Company, PC. Under his leadership, McCarthy & Company was named one of The Top 50 Construction Accounting Firms™ by Construction Executive for four consecutive years (2019-2022) and recognized by Accounting Today as a 2023 Mid-Atlantic Regional Leader and one of the “Best Accounting Firms to Work For” (2019-2022). City & State Pennsylvania named Mr. McCarthy to its 2023 Construction Power 100 List. He was the only accountant to earn the distinction.

    Julian Xavier

    Principal In Charge

    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 nearly 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 the Chairman of the AICPA's National Construction Industry Program Conference Planning Committee for the 2017 Conference.

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

  • Contains 3 Component(s)

    Paul Giovannoni will discuss the growing interest that private equity has in the built environment and the types of businesses that are of most interest.

    In this presentation, Paul Giovannoni of FMI will discuss the growing interest that private equity has in the built environment and the types of businesses that are of most interest. Paul will share insights and firsthand experience working with private equity firms as they explore and invest in the space. Included in this will be a perspective on growing areas of interest and the future of private equity involvement. 

    Paul Giovannoni

    Partner

    FMI Consulting

    Paul Giovannoni's focus at FMI is partnering with private equity firms to assist in developing strategic insights into businesses and market opportunities within the built environment. Paul concentrates on providing commercial diligence studies to support transactions in the industrial sector as well as post-close value creation activities by leveraging FMI's deep relationships in the industry and a nuanced understanding of how businesses in the sector operate and win.

    Segments where Paul has direct experience include infrastructure services, engineering, building products and distribution, industrial services, energy and cleantech, HVAC services, construction materials, construction technology, utility services, specialty trade contractors, general contractors, and construction equipment and tools.

    Before focusing his efforts on supporting private equity firms, Paul worked closely with some of the nation’s largest trade contractors and building product manufacturers to help develop their organizational strategies and go-to-market plans. Through these engagements, Paul developed an insider’s understanding of the drivers of value for these businesses, which he leverages for his current clients.  

    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.