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  • Revenue Recognition Rebuilt: Part 1 - Overview for Construction Surety Professionals

    Contains 3 Component(s) Recorded On: 09/22/2015

    This presentation shows how the new U.S. GAAP revenue recognition guidance is expected to impact construction contractors’ financial statements and the key metrics used to assess their financial performance, which ultimately impacts the Company’s bonding capacity and pricing. The differences between the existing and new revenue recognition guidance is presented.

    This presentation shows how the new U.S. GAAP revenue recognition guidance is expected to impact construction contractors’ financial statements and the key metrics used to assess their financial performance, which ultimately impacts the Company’s bonding capacity and pricing. The differences between the existing and new revenue recognition guidance is presented. 

    Chris Gewain

    Partner, Moss Adams

    Chris has practiced public accounting since 2003. He manages audits for construction and employee benefit plan clients. Chris provides business consulting and accounting services to financial management personnel and owners of construction businesses, including internal control and financial reporting system matters; billing practices and cash flow improvements; business owner succession planning; and tax planning and other compliance issues. He has presented on various topics related to the construction industry and employee benefit plans, and has written numerous articles for construction organizations.

    Bret Rutter

    Bret Rutter, CPA, Partner, Moss Adams LLP

    Bret Rutter is a Partner at Moss Adams LLP’s National Office in Seattle, WA. He provides technical consultations on complex accounting and auditing matters, reviews and evaluates new accounting and auditing standards, and helps develop and maintain his firm’s system of quality control and audit methodology.

  • Professional Liability Insurance is Evolving: Learn What the Changes Mean to Contracting Firms

    Contains 3 Component(s) Recorded On: 08/18/2015

    This presentation gives you an update of the changing marketplace related to the nature and scope of professional liability insurance coverage.

    This presentation gives you an update of the changing marketplace related to the nature and scope of professional liability insurance coverage.

    Frank Musica

    Senior Risk Management Attorney, Victor O. Schinnerer & Company

    Frank Musica is senior risk management attorney with Victor O. Schinnerer & Company, Inc., the underwriting manager for CNA’s professional liability program for design firms.  Schinnerer, which developed the first insurance policy and risk management program for architects and engineers in 1956, added Frank to its office for professional liability research in 1991 after he had spent two decades working with design firms and their professional associations.  With his education in architecture, business and law and his practice experience, Frank develops risk management information from Schinnerer’s base of professional liability claims information and looks ahead at changes in the marketplace for professional services, in the legal treatment of design responsibility, and in the interaction between technological and information management advances and practice management techniques and responsibilities. Frank works directly with policyholders by providing educational and management assistance services, interacts with associations, government agencies and clients of the design industry, and creates serial and special interest publications on risk management techniques including the website publications on www.Schinnerer.com/AEriskmanagement.

  • Working in Different States: A Map to the Varying State Laws that Limit and Supersede Construction Contracts (Part II)

    Contains 3 Component(s) Recorded On: 07/28/2015

    This presentation shows the risk involved in similar construction projects and contracts changes from state to state because each state’s laws govern performance of the work differently. Participants learn more ways that the laws of different states affect project risk by dictating the terms of: qualifying to do the work, bidding and proposing, subcontracting, payment security through liens and payment bonds, time limitations on claims, and enforcement of ethics and integrity in contracting.

    This presentation shows the risk involved in similar construction projects and contracts changes from state to state because each state’s laws govern performance of the work differently. Participants learn more ways that the laws of different states affect project risk by dictating the terms of: qualifying to do the work, bidding and proposing, subcontracting, payment security through liens and payment bonds, time limitations on claims, and enforcement of ethics and integrity in contracting.

    Doug Tabeling

    Partner, Smith, Currie & Hancock LLP

    Doug Tabeling is an attorney and partner in Smith, Currie & Hancock LLP, a national law firm focused on construction law and government contracts. Doug represents and counsel contractors, owners, developers, designers, subcontractors, suppliers, sureties, and insurers in commercial transactions, compliance matters, and disputes with private parties and government agencies. His practice is devoted to helping clients initiate and complete successful construction projects and to resolving disputes on those projects. Doug is actively involved in The Associated General Contractors of America. He is the Vice Chair of AGC of America's Construction Leadership Council Steering Committee, a member of AGC of America's Project Delivery Forum Steering Committee, and the Editor of AGC of America’s State Construction Law Matrix. He is also a member of AGC Georgia's Board of Directors, a member of AGC Georgia's Legislative Committee, and a past Chairman of AGC Georgia's Young Leadership Program. Doug is the author of four chapters on the ConsensusDocs contract forms in the book “Alternative Clauses to Standard Form Construction Contracts,” and he is the co-author of the Georgia chapter in the American Bar Association’s “State-by-State Guide to Construction & Design Law.”

  • Working in Different States: A Map to the Varying State Laws that Limit and Supersede Construction Contracts (Part I)

    Contains 3 Component(s) Recorded On: 07/14/2015

    This seminar explores how the laws of different states limit the terms of construction contracts in different ways, which changes the risk profile on similar projects and contracts from state to state. Participants learn the various ways states limit or nullify the enforceability of certain common risk-shifting contract clauses concerning payment, project delays, indemnity, and dispute resolution.

    This seminar explores how the laws of different states limit the terms of construction contracts in different ways, which changes the risk profile on similar projects and contracts from state to state. Participants learn the various ways states limit or nullify the enforceability of certain common risk-shifting contract clauses concerning payment, project delays, indemnity, and dispute resolution.

    Doug Tabeling

    Partner, Smith, Currie & Hancock LLP

    Doug Tabeling is an attorney and partner in Smith, Currie & Hancock LLP, a national law firm focused on construction law and government contracts. Doug represents and counsel contractors, owners, developers, designers, subcontractors, suppliers, sureties, and insurers in commercial transactions, compliance matters, and disputes with private parties and government agencies. His practice is devoted to helping clients initiate and complete successful construction projects and to resolving disputes on those projects. Doug is actively involved in The Associated General Contractors of America. He is the Vice Chair of AGC of America's Construction Leadership Council Steering Committee, a member of AGC of America's Project Delivery Forum Steering Committee, and the Editor of AGC of America’s State Construction Law Matrix. He is also a member of AGC Georgia's Board of Directors, a member of AGC Georgia's Legislative Committee, and a past Chairman of AGC Georgia's Young Leadership Program. Doug is the author of four chapters on the ConsensusDocs contract forms in the book “Alternative Clauses to Standard Form Construction Contracts,” and he is the co-author of the Georgia chapter in the American Bar Association’s “State-by-State Guide to Construction & Design Law.”

  • The New DBIA Bond Forms

    Contains 3 Component(s) Recorded On: 06/16/2015

    This seminar explores the new surety bond forms published by The Design-Build Institute of America (DBIA) which were specially written for design-build projects, and endorsed by both SFAA and NASBP. This is the most comprehensive family of bond forms, 15 in all, for design-build projects.

    This seminar explores the new surety bond forms published by The Design-Build Institute of America (DBIA) which were specially written for design-build projects, and endorsed by both SFAA and NASBP. This is the most comprehensive family of bond forms, 15 in all, for design-build projects.

    G. William Quatman

    General Counsel, Burns & McDonnell Engineering Co., Inc.

    G. William Quatman, Esql, FAIA, DBIA is a licensed architect and attorney who is General Counsel to Burns & McDonnell Engineering Co., Inc., an integrated design-build firm (ranked as #14 on Engineering News Record’s Top Design-Build Firms in 2014). Prior to going in-house, Bill was a partner in a major law firm in Kansas City with 25 years of experience in construction law. He is an internationally recognized author and speaker on construction law and on design-build. Bill is Vice-Chair of the Design-Build Institute of America (DBIA) and will be the 2016 Chairman.  He is past Chair of the DBIA Contracts Task Force and was the principal author of DBIA’s new bond forms.

     

    In 2006, AIA National President Kate Schwennsen, FAIA said, “A recognized authority on design-build, he has earned the reputation as the Institute’s Mr. Design-Build.”  Bill has extensive experience in the area of state and Federal legislation for design-build and alternative project delivery and is past national chairman of DBIA's Laws Committee.  In 2007, Bill was AIA’s National Chairman of the Design-Build Knowledge Community which had over 8,500 members. He has spoken at ten AIA and seven DBIA National Conventions on design-build and other topics, and he has given presentations on design-build across the United States, in Canada, England and Puerto Rico.  

  • Expedited Dispute Resolution Bond for P3 Projects

    Contains 3 Component(s) Recorded On: 06/09/2015

    The P3 bond form that was issued on the Pennsylvania Rapid Bridges Project and an Indianapolis courthouse project and the details into the development and mechanics of this new P3 bond that received S&P approval and credit rating is discussed. Explanation and instructions regarding the JAMS dispute resolution that is an integral part of the Expedited Dispute Resolution P3 bond is also reviewed.

    The P3 bond form that was issued on the Pennsylvania Rapid Bridges Project and an Indianapolis courthouse project and the details into the development and mechanics of this new P3 bond that received S&P approval and credit rating is discussed. Explanation and instructions regarding the JAMS dispute resolution that is an integral part of the Expedited Dispute Resolution P3 bond is also reviewed.

    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.

    Stan Halliday

    Chief Underwriting Officer, Travelers Bond & Specialty Insurance

    Stan is currently the Chief Underwriting Officer for Travelers Bond & Specialty Insurance, Construction Services, National Accounts in Hartford, Connecticut.  Stan graduated Summa Cum Laude from Old Dominion University, Norfolk, Virginia, in 1987. In 1987, he began his Bond career with Aetna Casualty & Surety in Jacksonville, Florida where he spent one year in the training program.  In 1988, he was transferred to Cleveland, Ohio where he served in various capacities with increased responsibility within Aetna’s Bond Department.  In 1996, Aetna’s Property & Casualty operations were merged with Travelers Property Casualty Corp.  Shortly thereafter, Stan was transferred to Omaha, Nebraska as an Underwriting Director for Construction Services for the Minneapolis Hub.  In 2003, Stan transferred to the Home Office in Hartford, CT to work in the Construction Services National Account Unit as and Underwriting Director and Regional Underwriting Officer.  In 2012, he was promoted to his current role in Construction Services.  Stan has significant experience underwriting large complex contractors and projects, including underwriting most of the major infrastructure and building projects in North America over the last ten years.  

    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

  • A Trilogy of Increasing Contract Surety Risks – Automatic Penalty Increases, Venue after Atlantic Marine, and Supplementation vs. Termination

    Contains 3 Component(s) Recorded On: 05/26/2015

    This presentation is an overview of three types of contract surety risks. Those risks are automatic penalty increases, venue provisions after Atlantic Marine Decision and supplementation vs. termination.

    This presentation is an overview of three types of contract surety risks. Those risks are automatic penalty increases, venue provisions after Atlantic Marine Decision and supplementation vs. termination.

    Jonathan Bondy

    Member, Chiesa Shahinian & Giantomasi PC

    Jonathan Bondy is a member of Chiesa Shahinian & Giantomasi PC, with offices in New York City and West Orange, New Jersey. He received a B.S. in Economics from the Wharton School of Business of the University of Pennsylvania in 1988, and a J.D. degree in 1991 from the Benjamin N. Cardozo School of Law, Yeshiva University. A former Assistant District Attorney in Brooklyn, New York, he concentrates his practice in surety law and construction litigation, and has spoken on surety and construction law issues before the Fidelity and Surety Law Committee of the ABA, the Surety & Fidelity Claims Institute, and the Northeast Surety & Fidelity Claims Conference.

    Jay M. Mann

    Attorney, Jennings, Strouss & Salmon, PLC

    Jay M. Mann is an attorney with the Jennings, Strouss & Salmon, PLC law firm in Phoenix, Arizona, where he practices in the areas of construction, surety and business litigation. Mr. Mann received his B.A. degree from the University of Illinois in 1972, and his J.D. degree from Loyola University (Chicago) School of Law in 1975. Mr. Mann is a member of the American Bar Association, TIPS Fidelity & Surety Law Committee (current Vice Chair) and Forum on the Construction Industry. He is also a member of the American Arbitration Association, Construction and Complex Case Panels of Arbitrators and Construction Panel of Mediators, and a Judge Pro Tempore of the Superior Court of Maricopa County, Arizona. Mr. Mann also teaches as an Adjunct Professor at Arizona State University Law School. Mr. Mann is an AV Preeminent rated lawyer (highest rating) by Martindale Hubbell, and has been selected for recognition by Super Lawyers, The Best Lawyers in America, and Arizona’s Finest Lawyers organizations. Mr. Mann has authored numerous published articles and is a frequent speaker at seminars on construction, surety and other litigation-related topics.

    Steve Nelson

    Executive Vice President and General Counsel, SureTec Insurance Company and President, SureTec Information Systems

    Steve Nelson is Executive Vice President and General Counsel, SureTec Insurance Company and President, SureTec Information Systems, Inc. in Austin, TX. He joined SureTec Insurance Company, a regional surety company, and SureTec Information Systems, Inc., a construction financial services and risk consulting company, in 2001 after six years as CEO of Faulkner Construction Company, a large construction firm headquartered in Austin, TX. At Faulkner, Mr. Nelson e was part of executive management and de facto general counsel for sister companies involved in real estate development and the mechanical, stone and tile, road and bridge, and concrete - pumping businesses.


    Richard E. Tasker

    President, Sage Associates, Inc.

    Richard Tasker is President of Sage Associates, Inc., a construction and surety consulting firm with offices in the west and southwest. He is a graduate of Syracuse University, the State University of New York, and has an MBA from Florida Atlantic University. He has run the firm for more than 25 years and has provided services to nearly all of the country’s 30 largest Sureties. He is also President of Sage Contractor Services, an “A” licensed General Contractor.

  • Construction Surety Bonding on Native American Projects

    Contains 3 Component(s) Recorded On: 05/05/2015

    This presentation explores the legal and practical realities of bonding construction projects in Indian Country. Attorney Roger Owers presents the legal concepts that influence bonding in Indian Country and Larry McMahon presents the surety industry perspective about the issuance of such bonds.

    This presentation explores the legal and practical realities of bonding construction projects in Indian Country. Attorney Roger Owers presents the legal concepts that influence bonding in Indian Country and Larry McMahon presents the surety industry perspective about the issuance of such bonds.

    Roger Owers, Ph.D., P.E., J.D

    Attorney, Sacks Tierney P.A

    Roger Owers, Ph.D., P.E., J.D. is an attorney with Sacks Tierney P.A. in Scottsdale, Arizona.  His law practice focuses on construction law, design law, land use and development, and Indian law.  Roger's career in Indian Country spans over 20 years, and includes time as a construction manager for an Indian Tribe and as in-house counsel for an Indian Tribe.  Today, Roger's law practice includes representation of vendors working in Indian Country, including contractors, consultants, and developers.  His law practice includes both transaction work, litigation work, and a general counsel practice in which he provides employment law advice, risk management, entity formation, and other general commercial law services.

    Lawrence McMahon

    Executive Vice President & Surety Manager, Alliant Insurance Services

    Mr. McMahon is Executive Vice President and Surety Manager for Alliant Insurance Services, Inc. which he joined in 2000. In addition to managing large surety placements nationally, he works closely with Alliant Construction Unit and Alliant Public Entity Group to provide expert advice on surety. After graduation from Siena College he joined St Paul/Seaboard Surety Company and in 1994 was appointed branch manager in Los Angeles. The 1998 merger of St. Paul/Seaboard and USF&G saw him named Regional Underwriting Director in New York.

    Mr. McMahon served as NASBP President in 2013-14. He serves on the NASBP Professional Development & Education and the Government Relations committees. He participated in the development of the curriculum for and teaches at the NASBP Sales Workshop for Bond Producers. He has been a faculty member of the NASBP William J. Angell Surety School since 2000.

  • The Use of Funds Control to Help Bond the Small, Emerging & Challenged Contractor

    Contains 3 Component(s) Recorded On: 04/07/2015

    This presentation takes a look at how underwriters evaluate the small and challenged contractor for bonds. Understand how to identify the tools available to help achieve bonding of these contractors and the benefits these tools have to the surety/agents.

    This presentation takes a look at how underwriters evaluate the small and challenged contractor for bonds. Understand how to identify the tools available to help achieve bonding of these contractors and the benefits these tools have to the surety/agents.

    Mike Pecard

    Assistant Vice President, North American Construction Services, Inc. (NACS)

    Mike Pecard is the Assistant Vice President at North American Construction Services, Inc. (NACS) where he is in charge of the oversight of construction escrow accounts and management of the funds control department.  Mike started with NACS in 2003 and has run the funds control department for the past 10 years.  He primarily works in conjunction with Sureties and bonding agents nationwide to establish construction escrow accounts when the underwriting calls for funds control. Michael also works with NACS' partner banks to establish the escrow accounts and work with contractors directly on a daily basis processing payment requests and maintaining escrow accounts.  Mike and NACS are annual exhibitors at the NASBP Annual Meeting & Expo.

    Dwight Pilgrim

    Associate Broker, Rich & Cartmill, Inc.

    Dwight Pilgrim is an Associate Broker with Rich & Cartmill, Inc. , an Oklahoma based agency that ranks in the Top 100 nationally. Dwight holds designations as a Certified Public Accountant, Chartered Global Management Accountant, Certified Insurance Counselor and Construction Risk Insurance Specialist. He received his degree in accounting from Oklahoma State University and then worked in public accounting for Peat, Marwick, Mitchell (now KPMG). After leaving public accounting he has worked in banking, management and underwriting for surety companies, and as a producer for regional and international insurance brokerage firms. He has significant experience in working with construction accounts. Dwight is a member of the NASBP.

  • Today's Tough Contract Terms and Conditions and How to Streamline Their Review

    Contains 3 Component(s) Recorded On: 03/24/2015

    The presenters give their perspective on contract terms and conditions fraught with risk for contractors and sureties. Tips and ideas on how a surety can help in the review process are also reviewed.

    The presenters give their perspective on contract terms and conditions fraught with risk for contractors and sureties. Tips and ideas on how a surety can help in the review process are also reviewed.

    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

    Rosemary Quinn

    Vice President and Surety Bond Counsel, CNA insurance

    Rosemary Quinn is Vice President and Surety Bond Counsel at the CNA insurance companies responsible for all non-claim legal and regulatory matters concerning CNA’s surety business. Rosemary joined CNA Surety in 2006. Rosemary began her surety career in 1989 at USF&G and then The St. Paul, both predecessors of Travelers. Prior to 1989, Rosemary was in private practice in Baltimore, Maryland specializing in insurance regulatory law and was an associate commissioner at the Maryland Insurance Department. She frequently speaks on issues concerning the surety industry and has co-authored papers for the ABA on surety topics. She received her undergraduate degree from LaSalle University in Philadelphia, cum laude, and her law degree from Rutgers University. Rosemary is admitted to the Maryland Bar and is a member of the ABA.