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  • Competing on Business Analytics

    Contains 3 Component(s) Recorded On: 01/17/2017

    By the end of 2016, an estimated 73% of companies across different industries had invested in big data analytics. In order to compete, leaders must shift focus to organizational strategy, performance and improvement initiatives, and big data mining. By innovating operations with analytics, companies have the opportunity to be on the forefront of a revolution. This session will introduce techniques for data collection and analytic integration to fuel profitability.

    By the end of 2016, an estimated 73% of companies across different industries had invested in big data analytics. In order to compete, leaders must shift focus to organizational strategy, performance and improvement initiatives, and big data mining. By innovating operations with analytics, companies have the opportunity to be on the forefront of a revolution. This session will introduce techniques for data collection and analytic integration to fuel profitability. 

    Steve Coughran

    Director of Strategy, Coltivar Group

    Steve Coughran serves as Director of Strategy for Coltivar Group, a keynote speaker for national conferences and universities, and author of "Delivering Value". In his position at Coltivar Group, he leverages strategic expertise to power sustainable and profitable growth in multinational corporations. Steve applies his financial acumen gained from working with million and billion dollar firms at Ernst & Young to transform CFOs into leaders of the future.  Steve has extensive experience assisting firms with strategic growth, business valuation, and corporate financial management.  Steve is a CPA and CVA and recently graduated with his MBA from the Fuqua School of Business at Duke University.

  • Big Data and its Importance in the Industry

    Contains 3 Component(s) Recorded On: 12/06/2016

    What role does big data play in surety? How is this any different from the analysis that surety bond producers have been doing for 100 years? What’s the hardest part of using big data for surety? These are some of the questions we’ll address in this Virtual Seminar, drawing from our own experiences working at the intersection of big data and surety.

    What role does big data play in surety?  How is this any different from the analysis that surety bond producers have been doing for 100 years? What’s the hardest part of using big data for surety? These are some of the questions we’ll address in this Virtual Seminar, drawing from our own experiences working at the intersection of big data and surety.

    Jessica Leong

    Predictive Analytics Execution Lead, Zurich North America

    Jessica Leong is a Predictive Analytics Execution Lead at Zurich North America. In this role she manages the predictive analytics program for Zurich’s Specialty and Global Corporate business units. Jessica’s focus is in getting the most financial benefit from big data.

    Wesley Wieczorek

    Data Scientist, Zurich North America

    Wesley is a Data Scientist within Predictive Analytics at Zurich North America. He has been in that role for the previous five years focusing primarily on Surety and the Auto Line of Business. Wesley received a Bachelor of Science from DePaul University and a Masters in Statistics from the University of Illinois at Urbana-Champaign. 

  • PEOs, Surety Bonds, and the IRS — What They Mean for Surety Bond Producers

    Contains 3 Component(s) Recorded On: 11/15/2016

    This presentation explains the Professional Employer Organization industry, including services offered by PEOs. It takes an in-depth look into how bonding fits into PEO licensure and registration processes at the state and federal levels. In particular, the speakers focus on the recently launched Internal Revenue Service (IRS) Certified Professional Employer Organization (CPEO) program and the bond required for certification.

    This presentation explains the Professional Employer Organization industry, including services offered by PEOs. It takes an in-depth look into how bonding fits into PEO licensure and registration processes at the state and federal levels. In particular, the speakers focus on the recently launched Internal Revenue Service (IRS) Certified Professional Employer Organization (CPEO) program and the bond required for certification.

    Pat Cleary

    President & CEO, National Association of Professional Employer Organizations (NAPEO),

    Pat Cleary is President and CEO of the National Association of Professional Employer Organizations (NAPEO), the national trade association for the PEO industry. PEOs provide payroll, benefits and HR services to approximately 250,000 small and mid-sized businesses nationwide. Cleary has had a wide-ranging career spanning more than 25 years in government, policy, public affairs, and communications. A former chairman of the National Mediation Board and deputy assistant secretary for policy at the U.S. Department of Labor, Cleary also spent 10 years at the National Association of Manufacturers, the nation’s largest industrial trade association. Cleary has appeared frequently as a spokesman for business in a broad array of media outlets. He has lectured on the topics of negotiation and dispute resolution at the Darden School of Business at the University of Virginia and the Stanford Graduate School of Business, and is the author of The Negotiation Handbook. Cleary is a member of the DC Bar. He graduated from Fairfield University in Fairfield, Conn., and Hamline University School of Law in St. Paul, Minn.

    Farrah L. Fielder

    General Counsel, National Association of Professional Employer Organizations (NAPEO)

    Farrah Fielder serves as General Counsel for the National Association of Professional Employer Organizations (NAPEO), where she focuses on federal legislation and regulation, including the IRS PEO certification program, healthcare issues, policy concerning workers’ compensation, and other matters. Prior to working for NAPEO, Farrah was General Counsel and Director of Legal Services and Human Capital Development for several national professional employer organizations. In that capacity, she oversaw regulatory compliance and provided legal and human resource best practices for the companies. Before entering the PEO industry, Farrah defended corporate clients in employment matters, workers’ compensation, medical malpractice and products liability.

    Thom Stohler

    Vice President, Federal Government Affairs, National Association of Professional Employer Organizations (NAPEO)

    Thom Stohler is the Vice President of Federal Government Affairs at the National Association of Professional Employer Organizations (NAPEO). His primary responsibility is to represent NAPEO before Congress and federal agencies. His current focus is on implementation of the IRS PEO Certification Program. From 2007-09, Thom served in the George W. Bush Administration as a Senior Legislative Officer in the U.S. Department of Labor; as well as the Deputy Assistant Secretary of Labor and Acting Assistant Secretary of Labor at OSHA. He spent 10 years working in government affairs for several trade associations including the American Electronics Association; the Associated General Contractors; and the Textile Rental Services Association.

    Finally, Thom worked on Capitol Hill for 8 years, serving as the first Legislative Director for former House Speaker John Boehner.

  • The Devil is in the Details. Differences in General Indemnity Agreements and What They Mean to Your Customer

    Contains 3 Component(s) Recorded On: 11/01/2016

    While the general indemnity agreement forms used by sureties when issuing construction surety bonds have many common characteristics, they are not all the same. These agreements vary from surety to surety and there are important differences in these agreements. These variations are, in part, a reaction to adverse court decisions and, in part, a reflection of differing appetites for risk and philosophies as to how to structure the relationships with contractor clients. This program explains the significance of these differences.

    While the general indemnity agreement forms used by sureties when issuing construction surety bonds have many common characteristics, they are not all the same. These agreements vary from surety to surety and there are important differences in these agreements. These variations are, in part, a reaction to adverse court decisions and, in part, a reflection of differing appetites for risk and philosophies as to how to structure the relationships with contractor clients. This program explains the significance of these differences.

    Phillip G. Alber

    Shareholder, Alber Crafton, PSC

    Phillip G. Alber is a shareholder at Alber Crafton, PSC in Troy, Michigan, where his practice concentrates primarily in the area of fidelity and surety law and construction disputes. He is a member of the American Bar Association, the Forum Committee on Construction Law, and is a member and a former Vice Chair of the Fidelity and Surety Committee of the Torts & Insurance Practice Section, and the Construction Litigation Committee of the Litigation Section of the American Bar Association, as well as several other organizations. He regularly serves as a case evaluator in commercial cases for the Macomb County Circuit Court Mediation Tribunals, is a former member of the Construction Arbitration Panel of the American Arbitration Association and frequently writes and lectures on surety and construction issues.He graduated cum laude from the University of Michigan in 1971 with a B.A. in Economics and cum laude in 1974 from Wayne State University Law School.

    Bruce King

    Shareholder, Carlton Fields

    Bruce King practices in the areas of commercial litigation and specializes in construction and surety cases. He has extensive experience representing owners, contractors, design professionals, insurers, and sureties on complex construction projects. Bruce is board certified in Construction Law by The Florida Bar, a former vice chair of the Fidelity and Surety Law Committee of the ABA, and a former chair of the Miami-Dade County Construction Law Committee.

  • Changing with the Times: Surety Innovations Evolving with Public and Private Priorities

    Contains 3 Component(s) Recorded On: 10/18/2016

    Contract procurements have changed and will continue to evolve. Technological advancements continue to impact construction means and methods. It only follows that performance and payment guarantees must evolve as well. This team of claim/legal, underwriting, and risk management professionals explained how and why surety guarantee products have and will continue to change.

    Contract procurements have changed and will continue to evolve. Technological advancements continue to impact construction means and methods. It only follows that performance and payment guarantees must evolve as well. This team of claim/legal, underwriting, and risk management professionals explained how and why surety guarantee products have and will continue to change.

    Bill Ernstrom

    Vice President, Major Strategic Projects for Walsh Construction Company

    Bill Ernstrom is Vice President for Major Strategic Projects for Walsh Construction Company, one of the largest domestic contraction services companies in the United States. Mr. Ernstrom is one of the corporate leaders for Walsh on all large design-build, PPPs, and project pursuits involving alternative project delivery systems. He is also responsible for the underwriting of all major projects pursued by Walsh.

    Jacob Fulmer

    Regional Underwriting Officer, Travelers Bond & Specialty Insurance Construction Services, National Accounts

    Jacob is the Regional Underwriting Officer for National Accounts and International.  He began his career in 2001 at Travelers in Orlando, FL as an Account Executive.  In 2009, he moved to Hartford to join the National Account Unit and began working on the International business in 2014.  He graduated from the University of Central Florida with a BS in Finance and earned his MBA from the Fuqua School of Business at Duke University.

    Mary Alice McNamara, Esq

    2VP & Counsel, National Accounts unit of Travelers Bond & Specialty Insurance

    Mary Alice is 2VP & Counsel for the National Accounts unit of Travelers Bond & Specialty Insurance.  Mary Alice began her surety career in private practice in Baltimore in 1990, specializing in surety and maritime law before moving to Travelers in 1997 where she was a Surety Claim Attorney and later a Senior Corporate Counsel providing legal services and advice to the surety group. In 2004, she began working with the National Accounts unit of Travelers Bond and was promoted to 2VP & Counsel for the National Account unit in April 2010.  Mary Alice received her Bachelor of Arts degree from the University of Delaware and her law degree, cum laude, from the University of Maryland School of Law.  She is admitted to the bars of the federal and state courts of Maryland and the District of Columbia, and is a frequent presenter on topics related to the construction and surety industries.  Mary Alice is a Vice Chair of the ABA/TIPS Fidelity & Surety Law Committee, a Co-Chair of the Underwriting and Risk Management Subcommittee of the ABA/TIPS Fidelity & Surety Law Committee, and Co-Editor of The Surety Underwriter’s Desk Book

  • NMLS Begins Using Electronic Bonds

    Contains 3 Component(s) Recorded On: 10/04/2016

    This session provides an overview on how bond producers can assist their clients with complying with electronic surety bond tracking now available in NMLS. You will learn how to (1) set up an account in NMLS, (2) request permission to create bonds on behalf of your clients, (3) maintain a surety bond in NMLS including issuing riders and cancellation and (4) which states are requiring this in 2016 and 2017.

    This session provides an overview on how bond producers can assist their clients with complying with electronic surety bond tracking now available in NMLS. You will learn how to (1) set up an account in NMLS, (2) request permission to create bonds on behalf of your clients, (3) maintain a surety bond in NMLS including issuing riders and cancellation and (4) which states are requiring this in 2016 and 2017.

    Tim Lange

    Senior Director with the Conference of State Bank Supervisors (CSBS)

    Tim Lange currently serves as Senior Director with the Conference of State Bank Supervisors (CSBS) which he joined in 2008.  In this role, Tim’s duties have included managing system policy and development for NMLS, the legal system of record for mortgage and other non-depository financial services regulation.  
    Prior to joining CSBS, Tim worked in the securities industry for ten years specializing in fixed income sales and trading.  

    A native of Chicago, Tim holds a Bachelor of Business Administration degree with a concentration in accounting from Loyola University Chicago and a Master of Public Administration degree from the Maxwell School of Citizenship and Public Affairs at Syracuse University.

    The Conference of State Bank Supervisors (CSBS) is the nationwide organization of financial regulators from all 50 states, the District of Columbia, Guam, Puerto Rico, and the U.S. Virgin Islands.

  • Commercial Crime Policies & Fraud

    Contains 3 Component(s) Recorded On: 09/20/2016

    Contractors of all sizes and types deal with various aspects of risk management. This seminar discusses various means and methods a contractor can employ to reduce and avoid risk, why commercial crime insurance may be worthy of considering for a contractor’s risk management portfolio, and a commercial crime insurance policy’s various coverages and exclusions.

    Contractors of all sizes and types deal with various aspects of risk management. This seminar discusses various means and methods a contractor can employ to reduce and avoid risk, why commercial crime insurance may be worthy of considering for a contractor’s risk management portfolio, and a commercial crime insurance policy’s various coverages and exclusions.

    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.

    Mike Pipkin

    Partner, Weinstein Radcliff Pipkin LLP

    Mike F. Pipkin, Esq. is a partner in the Dallas office of the law firm of Weinstein Radcliff Pipkin LLP, where he provides construction counseling and litigation to sureties, private owners  and developers, contractors, subcontractors, and design professionals. He is a co-editor of Bond Default Manual, 4th Edition, published in May 2015 by the American Bar Association. He serves on the NASBP Attorney Advisory Council.

  • Surety Bond Fraud

    Contains 3 Component(s) Recorded On: 09/06/2016

    This seminar provides an overview of individual surety fraud and similar scams. You will hear about the devastating consequences of surety scams, the red flags that should give you pause and how to protect yourself, and your clients, from falling victim.

    This seminar provides an overview of individual surety fraud and similar scams. You will hear about the devastating consequences of surety scams, the red flags that should give you pause and how to protect yourself, and your clients, from falling victim.

    Jay Labe

    Attorney, ALLEN & CURRY, P.C.

    Jay Labe is a Denver surety claims attorney with first-hand knowledge of scams and misrepresentations made by con artists using creative “surety-like” documents and tall tales to collect large premiums without insurance industry credentials, overhead or regulatory oversight. 

  • Tax Treatments for Different Types of Entities

    Contains 3 Component(s) Recorded On: 08/16/2016

    Many companies choose different structures for income tax purposes. The presenters discuss the various types of entity structure for income tax purposes that construction companies may choose. The presentation focuses on the pros and cons of each structure.

    Many companies choose different structures for income tax purposes. The presenters discuss the various types of entity structure for income tax purposes that construction companies may choose. The presentation focuses on the pros and cons of each structure.

    Jim Still

    Tax Director, Member,BKD National Construction & Real Estate Group

    Jim Still is a member of BKD National Construction & Real Estate Group and is the Kansas City office leader for the real estate industry.  He also serves as tax director of BKD’s Kansas City office, providing quality control, oversight and consultation to assist other BKD tax professionals.  Jim has more than 15 years of experience providing tax compliance and consulting services to real estate entities and professional service organizations. 

    Tim Wilson

    National Industry Partner, BKD National Construction & Real Estate Group

    Tim Wilson is a national industry partner for BKD National Construction & Real Estate Group.  He has more than 30 years of experience performing audit, accounting, tax and management consulting services.  He is a member of the American Institute of CPAs, Missouri Society of Certified Public Accountants and serves on the Emerging Issues Committee for CFMA, is co-chair of the AICPA Revenue Recognition Task Force for Engineering and Construction, the Financial Issues Committee of Associated General Contractors, and the CPA Advisory Council for the National Association of Surety Bond Producers.

  • Deep Dive into Buy-Sell Agreements

    Contains 3 Component(s) Recorded On: 07/12/2016

    This presentation is an overview of structuring a buy-sell agreement and discussion of its elements, including triggering events, funding, valuation provisions and tax considerations. Also reviewed are the common (and costly!) mistakes and unique considerations for construction firms.

    This presentation is an overview of structuring a buy-sell agreement and discussion of its elements, including triggering events, funding, valuation provisions and tax considerations. Also reviewed are the common (and costly!) mistakes and unique considerations for construction firms.

    David V. Jean

    Principal, Albin, Randall & Bennett

    David V. Jean, CPA, CCIFP, CExP  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 is also a Certified Exit Planning Professional (CExP) and serves as the Managing Director of Altus Exit Strategies, an exit planning consulting firm and subsidiary of ARB. He is also Managing Partner of  New England Funds Control, LLC (NEFC), another subsidiary of ARB. NEFC specializes in providing funds control services for sureties, contractors and banks.