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  • Moving Closer to the “Crystal Ball” - Data Analytics and Forecasting in the Construction Industry

    Contains 3 Component(s) Includes a Live Web Event on 12/15/2020 at 2:00 PM (EST)

    We all wish that we had a crystal ball especially after years like this one!

    We all wish that we had a crystal ball especially after years like this one! During this NASBP Virtual Seminar presenters Lanny Morrow and Mark Solomon from BKD will explore data analytics and forecasting in the construction industry and will feature real life examples of companies that achieved a competitive advantage from taking their analytics and forecasting to higher or more unique levels. 

    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.

    Mark E. Solomon

    Director, Forensics & Valuation Services, BKD

    Mark is a leader of BKD’s Big Data & Analytics team.  He provides oversight, strategy and direction on large data analytic projects and creation of data analytic products.  His passion is creating solutions using advanced data visualization to allow clients to derive understanding and more efficient management of their operations and strategic initiatives.

    He joined BKD with more than 25 years of software development experience working for entrepreneurial/early stage startup software companies in the health care and property and casualty insurance sectors.   His experience includes innovation, blue ocean strategies and product development roles focusing on product design, including data analytics products utilizing leading business intelligence platforms.

    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 2021 VIRTUAL SEMINAR PACKAGE

    Contains 229 Product(s)

    ​Registration for the 2021 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 2021, 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 2021 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 2021, 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 2021;
    • Automatically have access to recordings of all Virtual Seminars held in 2021;
    • 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.


  • Building The Future During COVID-19: A Financial Advisor's Perspective

    Contains 3 Component(s) Recorded On: 11/25/2020

    As the construction landscape continually changes during these unprecedented times, many contractors are faced with a wealth of economic uncertainties.

    As the construction landscape continually changes during these unprecedented times, many contractors are faced with a wealth of economic uncertainties. Join our panel of experts from one of the leading construction accounting firms, Marcum LLP, as they dive into some of the hottest issues facing the construction industry today. Attendees will also benefit from our live Q&A where we will be answering your questions and helping equip contractors to navigate through challenges of the COVID-19 pandemic.

    In this interactive discussion we will explore:

    • IRC Sec 179D Deduction for Energy Efficient Commercial Buildings
    • Tax Methods of Accounting
    • PPP – Taxability and Financial Statement Presentation of Forgiveness
    • Asset Protection and Estate Planning for the Contractor
    • Valuation of a Construction Company – Know What your Worth
    • ESOPs for Construction Companies

    Barry A. Fischman

    Partner, Marcum LLP

    Barry A. Fischman is a Partner in the Firm’s New Haven, Connecticut office and a member of its National Construction, Real Estate, Business Enterprise Tax Services, High-Net-Worth Individuals, Tax Compliance, Family Wealth Services,and Trusts and Estates practice groups. He has more than 30 years of tax and consulting experience providing services primarily to closely-held businesses. He has a wide range of industry experience including construction, real estate, research and development, professional services, manufacturing and high-net-worth individuals. Mr. Fischman represents clients before the Internal Revenue Service and the Connecticut Department of Revenue Services.

    A frequent speaker, Mr. Fischman is often asked to present on topics regarding income taxation matters for construction companies; research and development credit opportunities; and gift, estate and asset protection planning.

    James W. Miller

    Partner, Marcum LLP

    James Miller is an integral member of the Firm’s National Construction Industry group and is located in the Firm's Long Wharf Drive office in New Haven, Connecticut. He has more than 13 years experience compiling, reviewing and analyzing financial statements for construction contractors and other allied companies. Mr. Miller has also been involved in high profile and sensitive engagements regarding fraud and litigation support and due diligence projects for business acquisitions. A sought-after speaker on construction accounting and auditing matters, Mr. Miller has conducted internal training seminars and has presented on issues and updates regarding the construction industry and construction engagements. In addition, Mr. Miller has applied his knowledge and expertise to the success of two large engagements for universities within Connecticut.

    Mr. Miller’s specialties include troubleshooting problem job performance for construction projects and recommending practices to enhance profitability. He has considerable experience with construction claims matters and has provided litigation support services in this area. Additionally, Mr. Miller has an in-depth knowledge of systems analysis and tailoring of accounting software to meet clients’ needs. Mr. Miller began his career at Marcum when he joined the Firm in 2002.

    Joseph Natarelli

    CPA, Marcum LLP

    Joseph Natarelli is leader of the Firm’s national Construction Industry Practice group, as well as the Firm’s office managing partner in the Long Wharf Drive office in New Haven, Connecticut. In addition, he is a member of the Firm’s Management Committee.  Mr. Natarelli has more than 30 years of experience with international accounting and consulting firms. He frequently serves as the lead audit engagement partner for a variety of consulting matters.

    Mr. Natarelli is experienced in providing auditing and consulting services related to corporate acquisitions, divestitures, and mergers and refinancing. He is highly trained in the accounting and structuring of these transactions. He has been interviewed by a number of prestigious media outlets including the Wall Street Journal, Bloomberg, Businessweek and Fox Business.

    Kenneth J. Pia

    Partner, Marcum LLP

    Kenneth J. Pia is a partner and the leader of the National Matrimonial and Business Valuation groups. With more than 30 years of professional business valuation and litigation support experience, Mr. Pia has developed a national reputation working on a wide range of complex valuation engagements. He has performed valuations of businesses and partial business interests for a variety of purposes including, but not limited to, family law matters, employee stock ownership plans, business damages, buy-sell agreements, shareholder litigation, estate and gift tax matters, and buying and selling businesses.

    Mr. Pia is heavily involved with the American Society of Appraisers (ASA). He is Chair of the ASA’s Business Valuation Committee, is a member of the National Business Valuation Education Committee, and teaches nationally for the ASA’s accreditation program. Mr. Pia is also a charter member of the American Academy of Matrimonial Lawyers Foundation’s Forensic & Business Valuation Division and was recently named to the American Academy for Certified Financial Litigators Advisory Board for New York and Connecticut.

    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.

  • Let's Get Surety

    Contains 27 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/!

  • It’s Football Season: What Do Football and Construction Firms Have in Common?

    Contains 3 Component(s) Recorded On: 11/19/2020

    ​Few people thought there would be a 2020 football season. Millions of people are tuning in to cheer on their favorite teams and Monday Morning Quarterback their successes and failures on the field.

    Few people thought there would be a 2020 football season.  Millions of people are tuning in to cheer on their favorite teams and Monday Morning Quarterback their successes and failures on the field.  While there’s not as much enthusiasm for construction firm accounting and management as there is Sunday football, you might be surprised to learn how much the two have in common; Star Players, Leadership, Cheerleaders, Fundamentals, Analytics and so much more.    

    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.

    Herb R. Sargent

    President & CEO, Sargent Corporation

    Herb is President & CEO of Sargent. In his role he oversees the general direction of the company, very capably assisted by Tasha Gardner (CFO) and Eric Ritchie (VP Ops New England), working with a great group of employee owners building some of the most difficult projects in the Northeast and Mid-Atlantic.


    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 - Managing Stress and What’s Next!

    Contains 4 Component(s)

    NASBP is excited to announce the final event in the 2020 NASBP Virtual Event series: November Virtual Event: Managing Stress and What’s Next! The November 10 Virtual Event will feature two Keynote Sessions including a post-election panel discussion, "What Every Contractor and Surety Professional Needs to Know About the Election Results—And Plenty More…" ​followed by a Keynote Session, titled "Coping With Stress During The Pandemic Crisis: A Focus On Personal And Professional Health" with presenter Dr. Will Miller.

    NASBP looks back on a year of virtual events with important and timely industry content and the vital opportunity to keep the membership connected.  With the end of the year in site, NASBP is excited to announce the final event in the 2020 NASBP Virtual Event series: November Virtual Event: Managing Stress and What’s Next!

    The November 10 Virtual Event will feature two Keynote Sessions, the first titled, "What Every Contractor and Surety Professional Needs to Know About the Election Results—And Plenty More…" was developed by the NASBP Directors-At-Large, a post-election panel discussion where construction industry lobbyists will share their thoughts on state and federal election results and the impact on their respective organizations. Learn what these experts envision might be in store in 2021 in statehouses throughout the country and on Capitol Hill relating to construction and contracting. Participants will also learn what to expect when the new Congress takes the oath of office in January 2021 for the first session of the 117th Congress. Confirmed panelists include Dana Thompson, Washington Representative from the Women Construction Owners & Executives; John “JB” Byrd, representing the National Society of Professional Surveyors; Jordan Howard, representing, The Associated General Contractors of America (AGC); and Mike Oscar representing the American Subcontractors Association. The session will be moderated by Larry LeClair, NASBP’s Director of Government Relations.

    The second Keynote Session, "Coping With Stress During The Pandemic Crisis: A Focus On Personal And Professional Health" with sought after speaker Dr. Will Miller.  Dr. Will’s extensive experience as a university professor, psychotherapist, stress counselor for police officers and stand-up comedian bring unique and approachable message about living a well-adjusted life in a time of enormous pressure and uncertainty.

    For more information check out the full agenda

  • The Hidden Dangerous Risks of Contracting Prefabrication and Modular Building and Why ConsensusDocs’ Newest Document is Changing Everything!

    Contains 3 Component(s) Recorded On: 10/28/2020

    Ronald D. Ciotti, Partner, Hinckley Allen will demonstrate how your current contracts and purchase orders fail to address key new risks that arise with prefab, and why the industry’s first standard form is critically needed. This session will highlight the most important issues presented by prefabricated construction, best practices for solving these issues, and how to tailor the industry’s first standard prefabricated contract to fit your specific business and project needs. This session is a MUST for contractors, subcontractors, bond producers, and sureties!

    Prefabrication and modular construction have changed the industry in more ways than just increasing its efficiency, safety, quality, and speed.  They have also changed the contractor/subcontractor relationship, which dramatically increases the potential legal risks associated with such a hybrid relationship, which in turn, requires a complete re-write of your standard construction contract!  Prefabrication and modular construction often include both off-site manufacturing of building components (normally contracted through a purchase order) as well as the installation of those components into an ongoing project (normally contracted through a subcontract agreement).  

    Standard subcontracts or purchase orders do not address unique legal aspects raised by prefabrication.  However, ConsensusDocs has just completed work on the first-in-the-nation General Contractor/Prefabricator Agreement, which specifically and properly addresses prefab operations and implementation. You will learn how your current contracts and purchase orders fail to address key new risks that arise with prefab, and why the industry’s first standard form is critically needed. 

    This session will highlight the most important issues presented by prefabricated construction, best practices for solving these issues, and how to tailor the industry’s first standard prefabricated contract to fit your specific business and project needs.  This session is a MUST for contractors, subcontractors, bond producers, and sureties!

    Ronald D. Ciotti

    Partner, Hinckley Allen

    Ron’s practice is focused on all aspects of the construction industry. He has substantial experience representing general contractors, construction managers, subcontractors, suppliers, and owners/developers in construction-related matters, including all aspects of construction law, contractual disputes, lien work, bond claims, construction and design defect claims, bid disputes, in litigation and dispute resolution.  

    Ron has litigated cases/issues before all levels of courts in numerous jurisdictions throughout the country, arbitrated disputes nationally, and advocated on behalf of clients using various forms of dispute resolution. He also has broad experience in construction transactional work, drafting and negotiating contract documents for all types of project delivery including, integrated project delivery and other highly collaborative delivery methods, design-bid-build, design build, CM-at-Risk, and other more traditional methods for both public and private projects. Ron routinely counsels his clients on all business aspects of planning, initiating, and completing construction related 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.

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

    Contains 3 Component(s) Recorded On: 10/07/2020

    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.

  • PPP Loans- Impacts and Planning around Loan Forgiveness

    Contains 3 Component(s) Recorded On: 10/01/2020

    ​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.

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    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.