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  • 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.  

  • The Pit and the Pendulum (2015 Economic Forecast)

    Contains 3 Component(s) Recorded On: 03/10/2015

    This presentation provides a detailed, data driven update of the performance of the global, national, and relevant regional economy. Special attention is given to key aspects of economic life, including trends characterizing financial, real estate, energy, and labor markets.

    This presentation provides a detailed, data driven update of the performance of the global, national, and relevant regional economy. Special attention is given to key aspects of economic life, including trends characterizing financial, real estate, energy, and labor markets.

    Anirban Basu

    Chairman & Chief Executive Officer, Sage Policy Group, Inc.

    Anirban Basu is Chairman & CEO of Sage Policy Group, Inc., an economic and policy consulting firm in Baltimore, Maryland.  The firm provides strategic analytical services to energy suppliers, law firms, medical systems, government agencies, and real estate developers among others. 

    Maryland governor Larry Hogan recently appointed him Chair of the Maryland Economic Development Commission.  He also serves as chairman of the Baltimore County Economic Advisory Committee and economic advisor to the Baltimore-Washington Corridor Chamber of Commerce.  He is also the Chief Economist to Associated Builders and Contractors and Chief Economic Advisor to the Construction Financial Management Association.   

  • Information Systems – Tune Up or Major Overhaul?

    Contains 3 Component(s) Recorded On: 02/24/2015

    This presentation evaluates whether a legacy software presents a risk to efficiency, reliability, scalability, or sustainability of a particular construction contractor. How to prepare a contractor for the cost, time and energy that a successful IT project or system selection and implementation may demand is also covered.

    This presentation evaluates whether a legacy software presents a risk to efficiency, reliability, scalability, or sustainability of a particular construction contractor. How to prepare a contractor for the cost, time and energy that a successful IT project or system selection and implementation may demand is also covered.

    Bob Sniegowski

    Principal & Consultant, CliftonLarsonAllen

    Bob Sniegowski is a principal and consultant with CliftonLarsonAllen’s Construction and Real Estate group. After working within the construction industry for 24 years, he joined the firm in 1998. Bob is the principal in charge of CliftonLarsonAllen’s construction consulting practice and specializes in operations consulting and implementation of technology to construction companies, as well as dispute resolution support services to attorneys.

  • Helping Clients Preserve or Improve Their Personal Credit

    Contains 3 Component(s) Recorded On: 02/17/2015

    This presentation covers the major credit reporting agencies, their coverage and similarities. Points of interest include: how are scores developed and scaled; the impact scores have on your financial life; major factors that are contributors to the credit score; and steps you can take to improve your score.

    This presentation covers the major credit reporting agencies, their coverage and similarities. Points of interest include: how are scores developed and scaled; the impact scores have on your financial life; major factors that are contributors to the credit score; and steps you can take to improve your score.

    David Graves

    Executive Vice President, DMS

    David Graves has been with DMS for 16 years. He currently supervises key areas, including programming and operations as well as the Decision Science, Business Solutions and Sales groups.  As a key company leader, he maintains a diverse set of responsibilities and insights into all aspects of company operations. He works closely with all DMS managers to consult and guides internal teams on new product development efforts.

    Early in his tenure at DMS, Mr. Graves served as vice president of the Decision Science Group for nearly 13 years, during which time he oversaw product development of numerous credit- and risk-based solutions in modeling and analytics. Prior to joining DMS in 1998, Mr. Graves worked over 14 years developing financial models and loan origination systems at key technology firms, including EDS, GM and HP. He earned his bachelor’s from Sam Houston State University, Texas.

  • Dealing with Downstream Default: What are the Risks and How do you Reduce Them (Part II)

    Contains 3 Component(s) Recorded On: 12/09/2014

    Where Part I focused on pre-award risks and strategies with an emphasis on doing your homework. Part II focuses on post-award risks and strategies.

    Where Part I focused on pre-award risks and strategies with an emphasis on doing your homework. Part II focuses on post-award risks and strategies.

    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.

    David Ray

    Shareholder, Bernstein Shur

    David Ray is a shareholder with Bernstein Shur and member of the Construction Practice and Litigation Group. He represents contractors, subcontractors, developers, lenders, sureties, and owners in all phases of construction law from bidding issues to job problems, mechanics’ liens, bond claims, design error and omission claims, and insurance coverage issues, commercial and insurance.  Mr. Ray also serves as a mediator and arbitrator for construction, commercial, and general civil disputes. 

  • Dealing with Downstream Default: What are the Risks and How do you Reduce Them (Part I)

    Contains 3 Component(s) Recorded On: 11/18/2014

    Where Part I focused on pre-award risks and strategies with an emphasis on doing your homework. Part II focuses on post-award risks and strategies.

    Where Part I focused on pre-award risks and strategies with an emphasis on doing your homework. Part II focuses on post-award risks and strategies.

    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.

    David Ray

    Shareholder, Bernstein Shur

    David Ray is a shareholder with Bernstein Shur and member of the Construction Practice and Litigation Group. He represents contractors, subcontractors, developers, lenders, sureties, and owners in all phases of construction law from bidding issues to job problems, mechanics’ liens, bond claims, design error and omission claims, and insurance coverage issues, commercial and insurance.  Mr. Ray also serves as a mediator and arbitrator for construction, commercial, and general civil disputes. 

  • The New Revenue Recognition Standard – What It Means

    Contains 3 Component(s) Recorded On: 11/04/2014

    Learn about developments related to the new accounting standard on revenue recognition, which touches on the history of the standard and what it means for contractors.

    Learn about developments related to the new accounting standard on revenue recognition, which touches on the history of the standard and what it means for contractors.

    Tim Wilson

    National Industry Partner, BKD National Construction & Real Estate Group

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