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  • Topic 606: Revenue Recognition and the Impact to Contractors Financial Statements

    Contains 3 Component(s) Includes a Live Web Event on 05/12/2021 at 2:00 PM (EDT)

    With the construction industry a full year into the revenue recognition rules being adopted by non-public entities, our speakers will discuss the key changes that have come forth and review the modifications that users of the financial statements should be seeing to ensure proper adoption is present.

    With the construction industry a full year into the revenue recognition rules being adopted by non-public entities, our speakers will discuss the key changes that have come forth and review the modifications that users of the financial statements should be seeing to ensure proper adoption is present.  Recent changes to the presentation of retainage receivable will also be discussed along with the change to contract assets and liabilities, followed by an open forum Q&A session.

    • Moderator: Joseph Natarelli, National Construction Services Leader
    • Robert Mercado, New England Construction Services Leader
    • Jim Miller, Partner, Assurance Services
    • Michelle Johnson, Senior Manager, Assurance Services
    • James Wiedemann, Director, Assurance Services 

     

     


    Michelle Johnson

    Senior Manager, Assurance Services

    Marcum LLP

    Michelle Johnson is a senior manager in the Assurance Services division of the Firm’s New Haven, Connecticut office. She has more than 20 years of experience in public accounting. Ms. Johnson specializes in audit, tax and other financial services for privately held businesses. Her industry experience includes, but is not limited to construction, engineering (specifically related to Federal Acquisition Regulations (FAR)), professional services, not-for-profits, healthcare, energy service companies, and employee benefit plans.

    Joseph Natarelli (Moderator)

    CPA, Construction Services Leader

    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.

    Robert S. Mercado

    Partner, Assurance Services

    Marcum LLP

    Robert S. Mercado is a partner in the Assurance Services division and serves as the Construction Assurance Group Leader and the New England Regional Construction Leader. He has more than 25 years of experience conducting, reviewing and analyzing financial information for construction contractors, manufacturers and service corporations.

    As a Certified Construction Industry Financial Professional, Mr. Mercado has an expertise in troubleshooting problem job performance for construction projects and recommending practices to enhance profitability. In addition, he is knowledgeable with systems analysis and with the tailoring of accounting software to meet clients’ needs.

    Mr. Mercado is a frequent speaker on accounting and auditing matters for construction companies, industry organizations and professional development courses. He has been acknowledged in several publications of the AICPA’s Audit and Accounting Guide – Construction Contractors and AICPA’s Audit Risk Alert - Real Estate and Construction Industry Developments.

    In addition, Mr. Mercado is the co-author of the AICPA’s Construction Contractor: Accounting and Auditing and Construction Contractors Advanced Issues Training Manuals.

    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.

    James Wiedemann

    Director, Assurance Services

    Marcum LLP

    James Wiedemann is a director in the Assurance Services division of the Firm’s New Haven, Connecticut office. He has more than 10 years experience providing compilation, review and audit procedures in the construction and manufacturingindustries.

    Mr. Wiedemann has experience with reporting requirements, revenue recognition and cost allocation techniques within the construction industry. He has in-depth knowledge of the accounting literature and is able to recommend changes to clients to increase productivity and overall output of information.

    Mr. Wiedemann has prepared and presented internally and externally on construction accounting and auditing matters and serves as an advisor to professional staff providing on-the-job training. He has been acknowledged in several publications of the AICPA’s Audit and Accounting Guide – Construction Contractors. In addition, Mr. Wiedemann is the co-author of the AICPA’s Construction Contractor: Accounting and auditing and Construction Contractors Advanced Issues Training Manuals.

    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 237 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.


  • Let's Get Surety

    Contains 39 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/!

  • NASBP Virtual Event - Present Through the Unprecedented: A Positive Look Towards Our Future

    Contains 6 Component(s) Recorded On: 04/28/2021

    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.

    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.

    Mark Munekawa

    Sr. Vice President - Surety

    Woodruff Sawyer

    Markhas strategic and operational oversight of Woodruff Sawyer’s Surety services,which are focused on assisting clients to build and maintain the best possiblesurety program. He specializes in consultation and financial planning toenhance clients’ overall credit relationship with sureties, negotiation ofterms that maximize clients’ credit and capacity, and evaluation of sureties’financial capacity. He also leads the team of dedicated surety account managerswho assist in bid selection, contract delivery systems, subcontractorprequalification, and contract and bond form reviews. 

     Mark has more than 20 years of surety underwriting experience and has managedproduction offices in the Bay Area for several major surety companies. He has abachelor’s degree in economics and an MBA from San Francisco State University,and serves on the board of directors, and is on the Ethics, Commercial Suretyand Membership committees of the National Association of Surety Bond Producers.He joined Woodruff Sawyer in 2001.

    Tracy Tucker

    President

    Tucker Agency

    I have lived in the Fort Worth area my entire life.  Graduated from Haltom high school in 1978 (was district champion for the Discus in 1978)  I was fortunate to get a small athletic scholarship to TCU which helped grant me admission and provided an opportunity to graduate from TCU in June 1982 with a B.B.A. majoring in finance.

     Immediately upon graduation Tracy and his Father, Delbert Tucker, started Tucker Agency in June 1982.  Tracy is currently the President of the General Partner for Tucker Agency.

     Throughout the years, Tracy has been involved with and chaired several, community and industry fundraising activities and boards. 

     Tracy has served as a Regional Vice-President, Director at Large, Chair of the Government Relations Committee, Annual Meeting Program Chair (twice) and Board member for the National Association of Surety Bond Producers (NASBP).  Tracy currently serves as 1st VP for the NASBP and will become President of the Assoc in April 2021.

    Nick Newton

    Agency President

    Newton Bonding, an AssuredPartners Agency

    Nick is the president of Newton Bonding, which he founded in 2014 after 25 years in the surety industry. He began his career on the surety side, spending 7 years in marketing and field underwriting for 2 different sureties in Minnesota. After 7 years on the company side, Nick spent the next 15 years building his book of business at a couple of different agencies before forming Newton Bonding in 2014. In November 2020, Newton Bonding was purchased by AssuredPartners.

    Nick currently serves on the NASBP Executive Committee. He is a past Regional Director and Director‐at‐Large and has Chaired the Automation & Technology, Ethics, and Membership Committees. He currently serves on the Automation, Commercial Surety, Finance, Membership, Professional Development, Government Affairs, and Small & Emerging Contractor Committees.

    He is a past President of both the Minnesota Surety Association (1995‐1996) and the Minnesota Association for Guardianship & Conservatorship (2006‐2010), and is active in various contractor associations in Minnesota.

    Patrick Pribyl

    Senior Vice President

    Lockton Companies LLC

    Patrick is the Team Leader of Lockton’s Surety Operations Department, which includes more than 75 surety-only professionals. Through his active involvement in construction and surety industry associations — the Surety and Fidelity Association of America, National Association of Surety Bond Producers and the Associated General Contractors of America — Patrick has developed key executive-level relationships with the major
    surety markets and industry leaders. This rapport with executives, as well as local surety branch managers, extends Patrick’s credibility as he steers Lockton’s continued success
    in the surety marketplace.

    John Bustard

    Sr. Vice President

    King & Neel, LLC

    Mr. Bustard joined King & Neel in 1976 and has been actively involved in providing bond expertise to their clients on a daily basis since he joined the firm. Born and raised in Honolulu, he is a graduate of Punahou School and the University of Colorado with a Bachelor of Science degree in Business (Finance). He has been an active participant in the NASBP for decades and is currently the NASBP Immediat Past President. As a member of several committees at the Hawaii Chapter of the Associated General Contractors of America (GCA), John stays in touch with issues impacting the construction business in the State.

    His primary responsibility at King & Neel is to provide advice to general contractors, subcontractors, and developers who rely on the often complex and misunderstood surety bond industry so they will be successful in maximizing their bond capabilities. An important aspect of this service involves developing and maintaining trusting relationships with all major surety companies who provide bonds to businesses operating in the Western Pacific, Hawaii and the US Mainland. John also remains abreast of the full range of bond-related products associated with the building industry, including, for example, bid, performance, payment, completion/subdivision, supply, and license & permit obligations.

    Nathan Wonder

    Bond Manager

    LaPorte Insurance

    Nathan Wonder is the Bond Manager at LaPorte Insurance in Portland, Oregon. Working with clients across the country, he has a particular area of expertise in renewable energy bonding. Nathan enjoys building out surety bond programs for businesses in transition, writing bonds for clients who have never needed them before, and replacing existing financial assurance mechanisms with bonds. A strong advocate for suretyship, Nathan is also the current President of the Surety Association of Oregon.

    Patrick Diebel

    Vice President, Surety

    Woodruff-Sawyer

    Patrick provides leadership and oversight to Woodruff-Sawyer’s North Bay surety team, and company-wide surety support for our clients. Patrick manages placement and maintenance of surety credit relationships between our clients and surety providers, with an expertise in consultative surety financial planning for construction companies.

    Prior to joining Woodruff-Sawyer, Patrick was Home Office Underwriting Director at CNA Surety, with responsibility of their large and international contractor credit portfolio. Prior to this role, Patrick was Underwriting Manager in CNA Surety’s San Francisco Branch, where he specialized in Middle-Market General and Specialty contractors. Patrick is active in multiple professional organizations. He is a Past President of the Surety and Fidelity Association of California; Member, National Association of Surety Bond Producers; Member, United Contractors Legislative Committee, Scholarship Committee, Associates Committee; and Member, Construction and Financial Management Association. He received his bachelor’s degree in Economics from San Diego State University.

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  • Customs Bond Risk in Current Trade Environment

    Contains 3 Component(s) Recorded On: 04/22/2021

    Due to the COVID-19 pandemic, “trade wars”, and other economic factors, increased numbers of importers have been defaulting on standard payment of duties, taxes, and fees, causing liquidated damages claims for these payments to skyrocket.

    Due to the COVID-19 pandemic, “trade wars”, and other economic factors, increased numbers of importers have been defaulting on standard payment of duties, taxes, and fees, causing liquidated damages claims for these payments to skyrocket. During this Virtual Seminar with industry experts, John Sheppard of C.A. Shea & Company, Inc., Colleen Clarke of Roanoke Insurance Group, and Michelle Lucaccioni of The Hartford will share an overview of Customs Bond environment. They will discuss the obligations under the Customs bond, various bond statistics, and underwriting considerations.

    Colleen Clarke

    Vice President, Surety Trade Relations & Business Development, Roanoke Insurance Group Inc.

    Roanoke Insurance Group Inc.

    Colleen Clarke is Vice President, Surety, Roanoke Trade Services, Inc. She focuses on the review and analysis of CBP policy including new issues from the perspective of the surety underwriting group as well as the client services team. She manages the Roanoke Trade independent agent unit for U.S. Customs bonds. In 2008 Ms. Clarke was appointed to the 11th term of the Commercial Operations Advisory Committee (COAC) where she participates in several subcommittees. She serves as co-chair of the Surety Account Subcommittee within the Trade Support Network (TSN) and works closely with CBP as a representative on the Customs/Surety Executive Committee (C/SEC).

    Michelle Lucaccioni

    Manager, Customs and Logistics Surety, The Hartford

    The Hartford

    Michelle has been involved in the International Trade Segment of the Insurance Field since 1993 holding various roles throughout her career in both agency and company surety operations. From 2009 - 2019 Michelle served as Vice President of Surety for Navigators Management Company, Inc. (NMC). In April of 2019, Navigators became a Brand of the Hartford where Michelle resides today, managing the Customs and Logistics Surety Division. 

    John Sheppard

    Vice President, C.A. Shea & Company, Inc.

    C.A. Shea & Company, Inc.

    John Sheppard has been with C.A. Shea & Company, Inc. for over 22 years, and is currently the Vice President. He oversees the day to day operations of the bond department and is responsible for underwriting and dealing with Customs on both the local and executive levels.

    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.

  • Design Professionals as Payment Bond Claimants?

    Contains 3 Component(s) Recorded On: 04/07/2021

    General contractors run into financial difficulties or outright fail for a myriad of reasons.

    General contractors run into financial difficulties or outright fail for a myriad of reasons. Regardless of the explanation, a contractor that cannot complete a project invariably leaves a trail of dissatisfied entities in its wake, including not only subcontractors and suppliers that provided labor and materials, but also design and other professionals that provided specific skilled services. In this Virtual Seminar, Mike Pipkin of the Dallas firm of Weinstein Radcliff Pipkin LLP and a member of NASBP’s Attorney Advisory Council, will discuss how, whether, and when design professionals may be proper claimants on a payment bond.

    Mike F. Pipkin

    Partner

    Mike Pipkin’s wide range of experience allows him to be creative when crafting strategies and solutions for his clients. Throughout his 30+ year legal career, Mike has represented clients in complex business, surety, construction, bankruptcy, fidelity, and insurance litigation and trials, as well as legal analysis and counseling to businesses of all varieties.

    Mike’s approach is to work with his clients to determine one or more desirable outcomes, then fashion the appropriate plan to achieve success. Throughout the course of the engagement, Mike and his team keep in close contact with the client, so that they are aware of current developments, and expectations are established and managed using the latest information.

    Mike is recognized nationally as a thought leader in the legal industry. Mike serves on the Council for the American Bar Association’s Tort Trial and Insurance Practice Section, with his term concluding in 2022. Mike’s election to Council is a reflection of his years of leadership within TIPS, including as Chair of the ABA/TIPS Fidelity and Surety Law Committee in 2014-2015, his continuing service as Co-Chair of the ABA/TIPS Book Publishing Editorial Board, Co-Chair of the TIPS Section Conference Task Force, and his contributions to the ABA/TIPS Content Management and Finance Standing Committees and CLE Board. Mike also serves as one of eight attorneys in the USA on the National Association of Surety Bond Producers (NASBP) Attorney Advisory Council. Mike is also a member in the Federation of Defense & Corporate Counsel (FDCC), an organization comprised of leaders in the insurance and corporate defense bar. FDCC membership is selective and by invitation to those who have been judged by their peers to have achieved professional distinction.

    In 2017, Mike passed the Louisiana State Bar Examination, allowing WRP to expand its base of services beyond Texas, Oklahoma, and Arkansas.

    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.

  • Helping Principals (and Sureties!) Mitigate False Claims Act Risk

    Contains 3 Component(s) Recorded On: 03/24/2021

    As the False Claims Act case U.S. ex rel. Scollick v. Narula continues to work its way through the legal system, producers and sureties continue to face uncertain legal risks.

    As the False Claims Act case U.S. ex rel. Scollick v. Narula continues to work its way through the legal system, producers and sureties continue to face uncertain legal risks.  One of the best defenses, however, is a good offense.  In this webinar, Jenner & Block attorneys David Robbins and Eric Herendeen discuss the False Claims Act, the current state of the law, and how producers and sureties can help principals avoid False Claims Act risk in the first place.  These common-sense tips should be minimally intrusive, allow for reasoned escalation of concerns, and – most important of all – help prevent False Claims Act violations from happening.

    David Robbins

    Partner

    Jenner & Block

    David Robbins is a partner in Jenner & Block's Washington, D.C. office. He is co-chair of the firm’s Government Contracts Practice and advises clients as a leader of the Firm’s False Claims Act practice. He has successfully concluded multiple false claims act investigations and related matters for companies in the surety industry involving government construction projects.

    Robbins combines 20 years of experience in the government contracts and grants industry as a contractor, government official, and attorney. Clients and their Boards of Directors value Robbins’ unique business perspective and deep knowledge of how to understand and influence the government’s perspective of critical issues, facts, and events.

    Robbins’ broad practice includes False Claims Act litigation, complex internal investigations, strategic transactions, mandatory disclosures, claims, trade secrets litigation, ethics/compliance, conflicts of interest, fraud and public corruption defense, bid protests, and suspension and debarment matters.


    Eric Kyle Herendeen

    Associate

    Jenner & Block

    Eric Kyle Herendeen is an associate in the firm’s Government Contracts Department.  Prior to joining Jenner & Block, Mr. Herendeen worked as an Honors Attorney at the CBCA, assisting various board judges with cases concerning government contract performance disputes.

    Mr. Herendeen received his BA in religious studies in 2008 from Johnson University Florida, where he graduated magna cum laude.  He received his JD in 2015 from The George Washington University Law School.  During law school, Mr. Herendeen interned at the United States Civilian Board of Contract Appeals (CBCA) and the Office of Federal Procurement Policy, analyzing procurement regulations. 



    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.

  • Systems Thinking (or Systems of Attention): How Surety Bond Producers can Build and Nurture Client Relationships During Challenging Times

    Contains 3 Component(s)

    As a bond producer, you’re often driven by two goals: how to GROW sales, and in order to do that, how to build your referrals.

    As a bond producer, you’re often driven by two goals: how to GROW sales, and in order to do that, how to build your referrals.  Given our current industry situation and the unique nature of our business, it’s often easy to fall into the trap of focusing on metrics, rather than on the meaning behind those metrics. But what if you create a system in your bond business that was just as good at building and nurturing relationships as it is at building results? 

     Join Neen James in this high energy session with practical takeaways to learn the systems you need to build, how to apply them to your business, how to keep yourself (and your team) accountable, you’ll learn everything you need to know now not just build your referrals, but stay top of mind with your important clients for a long-term relationship that’s dedicated to you and your products and services.

     Key takeaways:

    1. Design your daily routine to accelerate your personal and professional results and improve productivity
    2. Build an advocate system that continues to generate referrals during these times
    3. Discover strategies you can apply immediately to nurture relationships in unique ways that will make you stand out from your competitors, especially while everything is virtual!

    Neen James

    Author, Leadership Speaker

    Attention Pays

    Neen James is the author of Folding Time™ and her most recent, Attention Pays™. She is frequently named one of the top 30 Leadership Speakers by Global Guru because of her work with companies like Viacom, Comcast, Cisco, Virgin, Pfizer, BMW, and the FBI, among others.

    Neen earned her MBA from Southern Cross University and the Certified Speaking Professional designation from National Speakers Association. She has received numerous awards as a professional speaker, is a partner in the international education company Thought Leaders Global.

    Neen is a leadership expert who delivers high-energy keynotes that challenge audiences to leverage their focus and pay attention to what matters most at work and in life. Audiences love her practical strategies they can apply personally and professionally, and meeting planners love working with her - they often describe Neen as the energizer bunny for their events.

    With a strong background in learning and development and managing large teams at various corporations, Neen is the perfect fit for organizations who want implementable strategies that will help their employees avoid distractions, stop interruptions, prioritize daily objectives and say ‘no‘ to requests that steal time and focus from real goals and priorities.

    Oh, did we mention that Neen is Australian? Why does that matter? Well, it means that she’s a bit mischievous, is pretty witty and a little cheeky. She also considers herself an unofficial champagne taste tester... and a really slow runner.

    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- Updates on Accounting, Tax and Forgiveness Issues

    Contains 3 Component(s) Recorded On: 02/18/2021

    With the new round of second draw PPP Loans and modifications to original PPP Loans resulting from the Consolidated Appropriations Act, 2021, there are important updates to tax treatment, borrower eligibility and forgiveness matters around PPP Loans.

    With the new round of second draw PPP Loans and modifications to original PPP Loans resulting from the Consolidated Appropriations Act, 2021, there are important updates to tax treatment, borrower eligibility and forgiveness matters around PPP Loans. On this NASBP Virtual Seminar presenter, 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:

    • Tax treatment of PPP loan forgiveness income and related expenses
    • Update on eligibility for both first and second draw PPP Loans 
    • Expansion of eligible expenses covered by PPP Loans
    • Forgiveness application updates and latest SBA guidance on applications submitted
    • Accounting and reporting for PPP Loans 

    Julian M. Xavier

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

    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 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.

  • NASBP Spotlight Series – Conversations with Surety Industry Leaders – Part 1

    Contains 3 Component(s)

    The success of the surety industry depends upon experienced leadership, operational discipline and effective relationship management. In 2021, NASBP will present The Spotlight Series, offered as part of our Virtual Seminar programming.


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    The success of the surety industry depends upon experienced leadership, operational discipline and effective relationship management.  In 2021, NASBP will present The Spotlight Series, offered as part of our Virtual Seminar programming.   Through panel discussions moderated by Past Presidents of NASBP, Surety Industry leaders will share their perspectives on Business Strategy, Culture, Talent Management, Personal Development, Future Trends and related topics – conversations that will go beyond the ‘state of the industry’, and which will introduce personal perspectives of several leaders of one of the most highly performing business sectors in the risk industry.

    The Spotlight Series kicks off on January 27, 2021 at 2:00 Eastern time, and will feature Rick Ciullo, Chief Operating Officer of Hartford Bond, Larry Taylor, President of Merchants Bonding Company, Steve Anderson, Head of Surety  North America – NAS / Executive Vice President - Swiss Re and Ed Heine, Executive Vice President and Surety Managing Director, PayneWest Insurance, Inc. (Moderator)

    Rick Ciullo

    CEO, Surety Bond Group, The Hartford

    The Hartford

    Rick Ciullo is the Chief Operating Officer of The Hartford’s Surety Bond Group. In this role, he is responsible for The Hartford Insurance Group’s surety, credit and political risk businesses.

    Hartford Bond is one of the largest writers of surety in the U.S. and has been in the surety industry without interruption for over 100 years providing consistent, reliable support to all types of businesses.

    Prior to joining the Hartford in 2016, Rick held various management positions with another major national insurance company for more than 35 years. He has a bachelor’s degree from Wesleyan University. He actively contributes to our industry through his participation with Construction CFO Roundtable, National Association of Surety Bond Producers and International Risk Management Institute. He also serves on the Executive Committee of the board of directors for the Surety & Fidelity Association of America and is a trustee of The Surety Foundation. He and his wife Tammy have 2 daughters and live in Surf City NJ.

    Edward J. Heine (Moderator)

    Executive Vice President

    PayneWest Insurance, Inc.

    Mr. Heine is Managing Director – Surety at PayneWest Insurance, Inc., an independently-owned insurance agency with 30 offices located in Montana, Idaho, Oregon and Washington. Ed is a leader of Payne's Construction Specialty Division and dedicates his time to helping clients and colleagues with their strategic and operational needs.  

    A graduate of Bowdoin College, Ed began his surety career in 1979 after serving in Peace Corps in El Salvador, CA. He held surety underwriting management positions in New York City, Seattle and Houston prior to joining Payne in 1990, when the firm had a single location in Missoula, Montana.  The Payne team has built their Construction Specialty Division into their largest specialized division and Ed's current focus includes the growth and sustainability of their effort.

    Ed served as President of NASBP in 2005-6, and has served various roles for NASBP throughout his career, including participating as a faculty member for NASBP's Surety School, which he enjoys immensely. He is also a member of NASBP's Editorial Advisory Board, and is a Member of the Government Affairs Committee.  Ed is an active member of CFMA and AGC, and volunteers his time to several local charities and civic groups in his community. 


    Larry Taylor

    President

    Merchants Bonding Company

    Larry joined Merchants in 1989 and has been the company’s President since 1996.  He currently serves on the Executive Committee of the Board of Directors of the Surety & Fidelity Association of America as the association’s Immediate Past Chair. He is also a past Chairman of the National Association of Independent Sureties, a past board member of the Master Builders of Iowa Associate Council, a member of the Greater Des Moines Committee, past Chairman of the Youth Homes of Mid America, past board member of the Iowa College Foundation, and a United Way Campaign Volunteer. He is a graduate of Purdue University and lives in Des Moines with his wife, Julie.  They have five adult children. 

    Steve Anderson

    Head Surety North America, NAS Executive Administration

    Swiss Re

    Steve Anderson is Sr. Vice President and Head Surety North America, NAS Executive Administration.  Before that Anderson served as Senior Vice President at Washington International Insurance Company and as Branch Manager at St. Paul Fire and Marine Insurance.

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