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  • NASBP 2022 VIRTUAL SEMINAR PACKAGE

    Contains 248 Product(s)

    ​Registration for the 2022 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 2022, 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).

    Registration for the 2022 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 2022, 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 Subscribers will:

    • Be registered automatically for all Virtual Seminars held in 2022;
    • Automatically have access to recordings of all Virtual Seminars held in 2022;
    • 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.


  • Megaprojects and P3s – Changing the Conversation

    Contains 3 Component(s) Includes a Live Web Event on 11/09/2021 at 2:00 PM (EST)

    ​Roughly one third of all construction projects are megaprojects (over $1Bn), and that number is increasing.

    Roughly one third of all construction projects are megaprojects (over $1Bn), and that number is increasing. However, the challenges of such projects are well documented, with some parties beginning to question the model for building large, complex projects. FMI has done extensive research into the challenges of megaprojects, P3s, and other complex projects, and will explore five key ingredients to success in the world of complex projects: The Trust Factor, A Culture of Cohesion and Collaboration, Transparent and Authentic Leadership, Nimble and Autonomous Teams, and Educated and Experienced Owners.

    Mike Clancy

    Partner and Strategy Practice Lead

    FMI

    Mike Clancy advises construction, engineering and energy companies across the U.S. With a strong background in construction operations and strategy consulting experience, Mike brings a unique viewpoint to his client work that focuses on how to convert strategy developed in the boardroom into operational plans to be executed in the field. He possesses a deep knowledge of estimating, fleet operations, capital expenditure optimization, process improvement, strategy, management succession, and leadership development and training.

    He has led multi-disciplinary teams within FMI and outside industry professional groups to solve complex challenges for his clients and the broader industry. Mike is a nationally recognized speaker for associations and trade events. 

    Earlier in his career, Mike held several key operational and management roles in general contracting and development firms throughout the southeastern U.S. He also served in the U.S. Army as a junior non-commissioned officer.

    Capabilities

    • Strategy
    • Purchasing and Estimating Management
    • Fleet Operations
    • Leadership Development
    • Process Improvement

     Industries

    • Construction
    • Engineering
    • Oil & Gas
    • Renewable Energy

     Education

    • Master of Business Administration, Finance and Competitive Strategy, University of Florida
    • Bachelor of Science, Construction Management, University of Florida

    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 248 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).

    image


    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.


  • Introduction to the Cybersecurity Maturity Model Certification (CMMC)

    Contains 3 Component(s)

    The CMMC is an information security program and certification process specific to Department of Defense (DOD) third-party contractors. The program was created to ensure all aspects of the DOD supply chain are secured.

    The CMMC is an information security program and certification process specific to Department of Defense (DOD) third-party contractors. The program was created to ensure all aspects of the DOD supply chain are secured.  By 2026, almost any contractor providing services, solutions, or projects to the DOD will need to receive some level of CMMC accreditation.  The DOD is encouraging contractors to prepare now to meet these new CMMC requirements.  The agenda for this seminar includes the following:

    • Outline the CMMC objectives and framework
    • Discuss the various maturity levels and domains of the CMMC
    • Identify next steps in beginning  to prepare for a CMMC assessment

    Anders Erickson

    Principal, Risk Advisory Services

    Eide Bailly

    Anders is a Principal in Eide Bailly’s Risk Advisory Services practice.  With more than 20 years of experience providing IT security, risk and control solutions, he assists clients in establishing a culture of security within their organization.  He leads organizations through the process of identifying their cybersecurity risks and brings practical solutions to help manage and mitigate those risks. Anders plans and executes assessments of IT security practices, risks, and controls against organizational, industry and government standards.  

    Anders has a master’s degree in Information Systems Management from Brigham Young University.  He is a Certified Information System Security Professional, Certified Information Systems Auditor , and is Certified in Risk and Information Systems Control.  He is also a Registered Practitioner for the U.S. Department of Defense Cybersecurity Maturity Model Certification (CMMC) program.

    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.

  • The Hidden Advantages and Disadvantages of the Infrastructure Bill

    Contains 3 Component(s) Recorded On: 10/14/2021

    The $1.2 trillion infrastructure bill is an integral part of President Biden’s plan to bring America back. While it will provide a lot of people with jobs, it will also cost a lot of money. Participants in this virtual seminar will learn what the bill could mean to contractors and bonding agents in a post Covid environment.

    The $1.2 trillion infrastructure bill is an integral part of President Biden’s plan to bring America back. While it will provide a lot of people with jobs, it will also cost a lot of money. Participants in this virtual seminar will learn what the bill could mean to contractors and bonding agents in a post Covid environment. Speaker Marty McCarthy, CPA, CCIFP, managing partner of McCarthy & Company, a leader in construction accounting, as well as a member of the NASBP CPA Advisory Board is joined by Matthew J. Boland CPA, CCIFP, Director – Accounting & Assurance with McCarthy & Company to discuss:

    • How PPP loan forgiveness will impact financial statements.
    • Understanding balance sheets post Covid with the implementation of ASC 606.
    • How underwriters will have new financial statement line items to compare with prior years.
    • Lease standards in accordance with ASC 606 and the infrastructure plan.
    • Potential need for more bonded private work.

     Learn what you need to know if and when the infrastructure plan becomes law. Be aware of potential changes in the tax law and other regulations that could impact your business. 

    Martin C. McCarthy, CPA, CCIFP

    Managing Partner

    McCarthy & Company, PC

    Marty McCarthy, CPA, CCIFP, is well-respected by sureties and bankers for the high quality of his work and profound understanding of the construction industry. Marty helps clients by providing them with the insight needed to grow their business and become more profitable. He is well-regarded as an expert on the Payroll Protection Program (PPP) and other COVID-19 related government programs.

     A speaker and author on topics related to construction accounting and financial management, Marty has presented seminars for the National Association of Surety Bond Professionals (NASBP), Construction Financial Management Association (CFMA), Associated Builders and Contractors (ABC), Architectural Glass & Metal Association (AGMA), and Construction Association of Eastern Pennsylvania (CAEP). His articles are featured in leading trade and business publications including CE This Week (Construction Executive), Utility Transportation Contractor (UTCA), and New Jersey CPA (NJCPA).

    Matthew J. Boland

    Director

    McCarthy & Company, PC

    Matthew J. Boland CPA, CCIFP, director – accounting & assurance with McCarthy & Company, PC, a leader in construction accounting, recently earned the Certified Construction Industry Financial Professional (CCIFP) designation awarded by The Institute of Certified Construction Industry Financial Professionals, Inc. (ICCIFP). The CCIFP designation is "the only construction financial management certification accredited by the American National Standards Institute," according to ICCIFP. Two other members of the firm – Marty McCarthy, CPA, CCIFP, managing partner, and David Gibbs, CPA, CCIFP, MBA, partner, also hold this esteemed designation.

    “Earning the CCIFP designation was important to me. It formally recognizes my expertise in construction accounting,” explains Boland. “The majority of the clients that I work with are construction contractors. I was interested in earning the CCIFP designation so I can help my clients strengthen their financial positions, grow their businesses, and become more profitable. That is the value proposition that McCarthy & Company delivers its clients.” By earning the CCIFP designation, Boland joins an exclusive group of fewer than 1,200 professionals nationwide who have met ICCIFP’s rigorous standards in the practice of construction financial management. Established in 2003, CCIFP is the only standard to recognize financial professionals with a superior understanding of the industry’s financial opportunities and challenges. To earn the designation, an applicant must serve in a professional financial role for a construction contractor or an accounting and/or financial service provider to the industry and pass a comprehensive exam. To maintain this certification, members are required to complete ongoing continuing education in the field of construction financial management.

    The CCIFP designation raises the standards for construction financial professionals by giving special recognition to those who demonstrate skill and proficiency in their field, verified through advanced education, professional experience, and rigorous examination. As part of an elite group, Boland enjoys a new level of credibility and industry-wide recognition. He has a proven record of accomplishment, experience and success and is now counted among the most highly qualified construction financial professionals in the industry. The ICCFP is a not-for-profit corporation established to promote the highest standards of construction financial management through the credentialing of construction financial professionals. The CCIFP exam covers construction financial management topics such as accounting and reporting, income recognition, budgeting and planning, risk management, taxes, human resources, legal issues, and information technology. This designation has garnered endorsements from the Construction Financial Management Association (CFMA), Construction Industry CPAs/Consultants Association (CICPAC), International Risk Management Institute (IRMI), National Association of Surety Bond Professionals (NASBP), and other well-respected construction industry groups.

    He earned a Bachelor of Art degree in accounting and finance from Muhlenberg College in 2010. Matt is a member of the American Institute of Certified Public Accountants (AICPA), Pennsylvania Institute of Certified Public Accountants (PICPA), National Association of Surety Bond Producers (NASBP) and Construction Association of Eastern Pennsylvania (CAEP). A father of three, Matt is married to Gina.

    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 49 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/!

  • Who’s the Designer? Recognizing and Mitigating Design Risk in Construction Contracts

    Contains 3 Component(s)

    ​The Spearin doctrine is a well-established, long-standing foundation of the construction industry holding that an owner impliedly warrants the information, plans and specifications it provides to a general contractor.

    The Spearin doctrine is a well-established, long-standing foundation of the construction industry holding that an owner impliedly warrants the information, plans and specifications it provides to a general contractor.  This bedrock, however, can be eroded shifting design liability to often unsuspecting contractors and their sureties.  In this program, Mike Zisa and Levi Barrett from Peckar & Abramson will discuss how risks can be shifted and ways to protect contractors from inappropriately or unwittingly assuming design liability.  

    Levi W. Barrett

    Partner

    Partner, Peckar & Abramson

    Levi Barrett is a partner in the New York office of Peckar & Abramson, P.C. and Chair of the firm’s Contracts, Project Documentation and Risk Management practice.  He focuses his practice on construction law and counsels clients on all aspects of public and private construction contracts.  Levi works with general contractors, construction managers, owners and developers to structure and negotiate contract documents for sophisticated projects throughout the United States.  He is heavily involved with the Associated General Contractors of America, serving a three-year term on that organization’s National Construction Leadership Council Steering Committee.  Levi is a frequent speaker and author on contract negotiations, emerging project delivery methods, design-build, and delegated design.

    Michael Zisa

    Partner

    Partner, Peckar & Abramson

    Mike Zisa is a partner in the Washington, D.C. office of Peckar & Abramson, P.C. where he focuses his practice on construction, surety and government contracts law and chairs the Firm’s Surety practice group. He represents sureties, general contractors, subcontractors and owners in all aspects of their business – from contract review and negotiation to contract administration and claim analysis and development to litigation in federal and state as well as various contract appeals boards and alternative dispute resolution forums. Chambers USA quoted industry leaders saying Mike “is an outstanding lawyer; detail-oriented and smart…is responsive, knowledgeable and able to identify and fulfill the business objectives of his clients.” Mike regularly speaks and writes on construction and surety issues and has been recognized by Washington, D.C. Super Lawyers in the areas of construction litigation, surety and government contracts since 2014, Chambers USA in the area of construction law and he is a Fellow of the Construction Lawyers Society of America.

    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 East Fall Meeting - Live Stream

    Contains 6 Component(s)

    The September 16th sessions from 8:30 am - 12:00 pm CT was live-streamed and recorded for the NASBP Membership to access the sessions live and or as recordings.

    The September 16th sessions from 8:30 am - 12:00 pm CT was live-streamed and recorded for the NASBP Membership to access the sessions live and or as recordings.

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  • NASBP Spotlight Series – Conversations with Surety Industry Leaders – Part 3

    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.

    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 an array of topics with 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 third installment of the Spotlight Series will take place on September 9, 2021 at 2:00 Eastern time, participants can expect a deep dive into issues related to commercial surety. This session will feature Brian Beggs, Executive Vice President, U.S. Insurance Surety, Sompo International, Stephen Haney, President North America Surety, Chief Underwriting Officer Global Surety, CHUBB, Adam Pessin, President and Chief Executive Officer, Tokio Marine HCC – Surety Group, and Lynne Cook, Senior Vice President, Early, Cassidy & Schilling, an AssuredPartners Agency (Moderator). 

    Brian Beggs

    Executive Vice President, U.S. Insurance Surety

    Sompo International

    Brian Beggs is the Executive Vice President, U.S. Insurance Surety at Sompo International, responsible for a broad range of surety products and segments serving clients ranging from small businesses to multinationals. Prior to September 2015, he held several senior positions in the industry, most recently as Head of Surety at a leading property and casualty super regional insurer. Mr. Beggs holds a BA in Business Management and Marketing from the University of Hartford as well as AFSB and CIC designations. 

    Lynne W. Cook (Moderator)

    Senior Vice President

    Assured Partners

    Lynne Cook specializes in surety, both commercial and contract. She brings more than 40 years of experience to AssuredPartners,. Lynne supports AssuredPartners goal of helping clients become more profitable, providing exceptionally knowledgeable service, and fairly representing carrier partners by focusing on leading and mentoring the surety team, staying updated on the surety market, economy and various industry sectors, particularly construction and hospitality.

    Lynne graduated from Penn State University with a BBA in Economics and Finance.  She has also received further training in accounting, a Para Legal Degree in business tax and advanced surety schools.

    Stephen Haney

    Vice President, Chubb Group, Division President, North America Surety and Chief Underwriting Officer, Global Surety

    Chubb

    Stephen Haney is VicePresident, Chubb Group and Division President, North America Surety and ChiefUnderwriting Officer, Global Surety. Mr. Haney has executive oversight ofChubb’s North America Surety operations and underwriting responsibility forChubb’s global surety business. His responsibilities also include oversight ofstrategy, product and business development, underwriting operations, and profitand loss performance for the division.

    Mr. Haney has nearly 30 yearsof underwriting experience. Prior to his current position, Mr. Haney served asExecutive Vice President for ACE’s Surety business worldwide. Prior to ACE’sacquisition of Chubb in 2016, he was responsible for ACE’s Global Suretyoperations. Mr. Haney joined the company in 1997 as a Surety Underwriter andhas served in positions of increasing responsibilities in underwriting andproduct development.

    Mr. Haney holds a Bachelor of Science in Finance fromPenn State University.

    Adam Pessin

    President and Chief Executive Officer

    Tokio Marine HCC

    Adam Pessin is the President and Chief Executive Officer of Tokio Marine HCC - Surety Group, which is a role he assumed in 2010.  Adam entered the surety industry in 2002 when he joined American Contractors Indemnity Company (ACIC) in 2002 handling special projects.  Adam functioned as ACICs Chief Operating Officer 2005-2007 and President from 2007-2010, respectively.  Prior to joining ACIC, Adam was a Senior Manager at KPMG, LLP.  and holds a Bachelor of Science in Accounting from the University of Southern California.


    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.

  • Understanding the Top 10 Insurance Issues Impacting Your Contractor Clients

    Contains 3 Component(s)

    Construction projects are dangerous places—people get hurt and property gets damaged.

    Construction projects are dangerous places—people get hurt and property gets damaged. Whether your client is a general contractor, a construction manager, or a subcontractor, it is important that you understand the insurance issues they face to better understand and protect their businesses. During this Virtual Seminar, construction insurance attorney Jonathan Cass will review and explain common insurance issues contractors face on projects. 

    Jonathan A. Cass

    Partner

    Cohen Seglias

    As Chair of Cohen Seglias’ Insurance Coverage & Risk Management Group, Jonathan helps his clients evaluate and manage their insured and uninsured business risks. He drafts, reviews, and advises on various risk-transfer related contractual clauses, including indemnification clauses and insurance requirements. When coverage disputes arise, either due to outright coverage denials or a reservation of rights, Jonathan takes a nuanced approach to the dispute to achieve the best possible outcome for his clients. If negotiations cannot resolve the problem, he initiates coverage litigation to protect his client.

    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.