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  • Surety Underwriting and Claims Considerations for Internationally Owned Contractors
    Contains 3 Component(s)

    Using a case study method, this panel will discuss some of the unique underwriting, claims and other considerations which come up when a contractor in the United States is in discussions to be acquired by a company located outside the United States.

    Using a case study method, this panel will discuss some of the unique underwriting, claims and other considerations which come up when a contractor in the United States is in discussions to be acquired by a company located outside the United States. In addition to considerations related specifically to the contractor, the panel will also discuss how the surety product in North America differs from how surety is conducted throughout the rest of the world. Also included will be some practice pointers to help prepare for success when dealing with international companies.

    Michael Keller

    Director, Home Office Underwriting

    CNA Surety

    Michael Keller currently holds the role of Home Office Underwriting Director at CNA Surety which entails handling both middle market clients on the West Coast and international reverse-flow surety clients across the Nation.  After attending the University of Washington, he has spent the past 12 years in the construction and surety industry with most of that time spent with CNA. He currently resides in the greater Seattle area. 

    Edward J Reilly

    Senior Vice President

    American Global LLC

    Ed is a Senior Vice President at American Global working with contractors both in the Greater New York region as well as firms with a national and global presence.  Ed brings over 30 years of legal and surety underwriting expertise providing strategic surety solutions to contractors throughout North America.   

    Prior to joining American Global, Ed was a Senior Vice President and surety leader in Aon’s Construction Services Group.  Ed began his surety carrier with Chubb and spent over 20 years in various surety underwriting and legal roles, most recently as their Vice President and Regional Surety Manager and prior to that as their Surety General Counsel. Ed has regularly presented on various construction and legal topics related to surety to industry organizations including the Associated General Contractors and the ABA Fidelity and Surety Law Committee .Ed is a Vice Chair of the American Bar Association Fidelity and Surety Law Committee.

    Ed’s expertise includes surety and other forms of performance security on projects including significant experience with alternative project delivery methods including public private partnerships (P3) and other large Design-Build procurements.  His client base is a mix of Regional, National and Global construction companies. Ed has been involved in providing surety solutions including P3 bonds with liquidity components on some of the largest P3 and Design Build RFP project procurements of the past decade in North America.  

    Megan Mazzeffi

    Surety Counsel

    RLI Insurance Corp.

    Megan Mazzeffi is Surety Counsel at RLI Insurance Corp. She provides legal support to underwriting across all surety lines. Before joining RLI, Megan worked as Claims Counsel with Travelers and CNA where she managed complex surety performance and payment bond claims. Prior to moving in house, Megan practiced law in Chicago, focusing her practice on surety, construction and commercial litigation. Megan received her Juris Doctorate from University of Illinois, Chicago School of Law and her Bachelor of Arts in Spanish and Political Science from Purdue University.

    Sam Barker

    Director-AsiaPac, Global Risk Claims

    Liberty Mutual

    Sam is the Director-AsiaPac, Global Risk Claims at Liberty Mutual.  He  is a graduate of Stanford University (BA Economics) and Seattle University School of Law and has over 30 years of experience in commercial and surety law.  His current role with Liberty focuses on the administration and review of domestic an reverse flow claims for large international accounts, specifically for the Asia Pacific region, including Australia, Singapore and Hong Kong.  In his spare time he can be found performing on stage, traveling or flailing on a golf course, weather permitting.

    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 2025 VIRTUAL SEMINAR PACKAGE
    Contains 316 Product(s)

    Registration for the 2025 NASBP Virtual Seminar Annual Subscription is now open and available only for NASBP Members, Affiliates, and Associates. For just $999–that’s almost half of what you would pay if you purchased each of the nearly two dozen 2025 Virtual Seminars individually.

    Registration for the 2025 NASBP Virtual Seminar Annual Subscription is now open and available only for NASBP Members, Affiliates, and Associates. For just $999–that’s almost half of what you would pay if you purchased each of the nearly two dozen 2025 Virtual Seminars individually.

    Multi-Subscription Discount

    NASBP also continues to offer a multi-subscription discount for subscribers from the same organization. This discount is available online for the enrolled member/location(s) of a NASBP Member and for participants from branch location(s) of an Affiliate member. For a Member or Affiliate to be eligible for a multi-subscription discount, one enrolled Member or Affiliate from the same organization must have already purchased the Virtual Seminar Annual Subscription at the $999 fee. Then, when another enrolled member/location of that same organization registers, they will be charged only the $259 multi-subscription discounted rate. If you are not seeing the discounted rate, please contact Professional Development at prodev@nasbp.org and request a multi-subscription discount registration code.

    All NASBP Virtual Seminar Annual Subscribers will automatically:

    • Be registered for all live Virtual Seminars held in 2025;
    • have access to recordings of all Virtual Seminars held in 2025 and
    • have access to the library of more than 300 past Virtual Seminars on-demand throughout the year!

    Interested in registering 19-plus locations? Additional discounts are available. Please contact NASBP Professional Development at prodev@nasbp.org for more information.

    Each purchased registration, regardless of rate, grants access to one computer login/phone connection per physical location.

    NASBP Virtual Seminar Annual Subscriptions are non-refundable and cannot be pro-rated.


  • Let's Get Surety
    Contains 134 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/!

  • Make Surety a Career Curriculum Packet
    Contains 7 Component(s)

    The NASBP Make Surety a Career Program Curriculum packet for College/University Faculty

    The NASBP Make Surety a Career Program curriculum packet for College/University Faculty was designed by NASBP with Professor Kurt Krogull, Director of the Jack Lockton Certificate in Insurance and Risk Management at the University of Kansas School of Business. It includes materials on surety bonding designed to be included in collegiate insurance and business classes.  Once a professor signs up for the curriculum packet, they also gain access to all of NASBP’s member resources on surety! The curriculum packet includes:

    o Make Surety a Career flyer.

    o Introduction to Surety slide presentation. 

     o Contractor financial statements and surety case study template. 

     o Online request for surety professionals as guest speakers for your class.  

     o Quiz question bank.


  • ESOP Transactions for Contractors: Essential Surety Considerations
    Contains 3 Component(s)

    It is no secret that many owners of companies within the construction industry face an unclear future as it relates to succession planning.

    It is no secret that many owners of companies within the construction industry face an unclear future as it relates to succession planning. With nearly 1,000 active Employee Stock Ownership Plans (ESOPs) within the construction industry – and more than 70 ESOPs formed within the industry just in the most recent year  – there is a demonstrated history of long-term success of construction companies when employee ownership is implemented in contractors of all shapes and sizes. Join us for a discussion of the key factors a surety, an important stakeholder, should prioritize when a principal contemplates selling to an ESOP.

    Patrice Radogna

    Managing Director

    CBIZ

    Patrice is a managing director at CBIZ, co-leads CBIZ’s national ESOP practice and sits on CBIZ’s Fairness Opinion Committee.  Patrice specializes in advising shareholders of middle-market companies on mergers and acquisitions (M&A), employee stock ownership plan (ESOP) transactions, fairness opinions and other consulting advisory services. In addition, Patrice has been instrumental in leading per previous firm’s (Marcum LLP) national ESOP practice. Patrice is on the Valuation Advisory Committee for the ESOP Association, speaks on various topics at national ESOP conferences and regularly publishes for both internal company-wide ESOP newsletters and outside publications.  Patrice also started her career working with construction companies as a surety underwriter in New York City. 

    Wilson Denari

    Manager

    CBIZ

    Wilson Denari is a Manager in the Valuation group. He has performed valuations of business interests for a variety of purposes including, but not limited to, employee stock ownership plans, gift & estate tax, mergers and acquisitions, shareholder buy-sell agreements, and healthcare transactions. Wilson primarily specializes in completing valuations for buy and sell-side ESOP transactions as well as annual valuation updates to ESOP trustees with existing ESOP clients. 

    Prior to his current role, Mr. Denari performed valuations for the purposes listed above, in addition to financial due diligence services for buy and sell-side third party transactions, at a regional accounting and advisory firm located in Indianapolis, Indiana. Prior to appraising privately held businesses, Wilson served as an investment accounting supervisor for a global provider of investment processing, management, and operations solutions in Indianapolis. He also has experience providing assurance services in the financial services sector for a Big Four accounting firm in Indianapolis. 

    Mr. Denari’s industry experience includes transportation services, professional services, construction, manufacturing, distribution, machinery/equipment repair and maintenance, market research services, and energy solutions providers. 

    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.

  • Public Bonding Kit
    Contains 6 Component(s)

    A Resource Kit to Promote the Benefits of Bonding to Public Entities

    Public Bonding Kit

    A Resource Kit to Promote the Benefits of Bonding to Public Entities

    Under the aegis of the NASBP Commercial Bonding Committee, this tool kit has been created to help surety professionals explain the function and necessity of bonding to local, or state employees, elected officials, and any other person responsible for spending taxpayer dollars on behalf of the public. It is our goal to assist clients and potential obligees in making wise decisions about bonding projects where taxpayer money is involved. Items in the resource kit:

  • The Economic and Geopolitical Outlook
    Contains 3 Component(s)

    In this session Ben Wright will discuss the outlook for the construction and commercial sectors, identifying growth opportunities in 2025.

    During this NASBP Virtual Seminar, we are joined by Ben Wright who represents The Hartford’s Global Insights Center, an internal think tank that covers economics and geopolitics.  In this session he will discuss the outlook for the construction and commercial sectors, identifying growth opportunities in 2025. He will also cover the macroeconomic, sectoral, and geopolitical risks that every surety professional needs to know.

    Ben Wright

    Principal U.S. Economist

    The Hartford

    Ben is a Principal U.S. Economist with the Hartford’s Global Insights Center, where he focuses on macroeconomic and sectoral trends.

    He covers topics that shape the business landscape, including inflation, the job market, interest rates, and construction activity.

    Ben has almost two decades of professional experience across the corporate, consulting, and government sectors.

    Before joining The Hartford, Ben was an economist at Visa where he covered trends in consumer spending, interest rates, and the credit card and banking sectors. He advised board members and executives and was a frequent speaker at client events.

    Ben also held positions at the Bureau of Labor Statistics where he focused on long-term job market forecasting, and at a boutique consulting firm that analyzed the California economy.

    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.

  • Make Surety a Career Course
    Contains 11 Component(s)

    Have you ever considered a career in surety? The National Association of Surety Bond Producers (NASBP) created this free online course as a resource for undergraduate students to learn about the surety industry and surety careers as professional bond producers and surety underwriters.

    image

    Have you ever considered a career in surety? The National Association of Surety Bond Producers (NASBP) created this free online course as a resource for undergraduate business students to learn about the surety industry and surety careers as professional bond producers and surety underwriters. Students who complete the online course and wish to consider employment opportunities in the surety industry have the option of requesting internship experiences with bonding agencies and with surety companies after course completion. 

    #MakeSuretyACareer

  • Do's and Don'ts for Successful Nearshoring Projects in Construction– What Surety Professionals Need To Know
    Contains 3 Component(s)

    As Nearshoring continues to gain momentum in Latin America—particularly between Mexico and the United States—surety bond producers must understand the implications for their clients.

    As Nearshoring continues to gain momentum in Latin America—particularly between Mexico and the United States—surety bond producers must understand the implications for their clients. Nearshoring involves companies relocating their supply chains closer to their main markets, including manufacturing, production operations, and service centers. This shift presents unique opportunities along with several key considerations:

    - Cross-border legal implications
    - Compliance requirements
    - Regulatory challenges
    - Strategic business decisions
    - Cultural dynamics
    - Legal hurdles

    Join us for an insightful webinar featuring Jerry Brodsky, Director of Peckar & Abramson’s Latin American Practice Group, and Roberto Hernandez-Garcia, Managing Partner of COMAD, S.C.  (Mexico). They will provide essential insights, practical tips, and real-world experiences concerning Nearshoring. This session is designed specifically for surety bond producers looking to support clients navigating this transition and those involved in designing and constructing Nearshoring facilities. Don't miss this opportunity to enhance your understanding and expand your expertise in this evolving landscape.

    A medida que el Nearshoring sigue ganando impulso en América Latina, especialmente entre México y Estados Unidos, las afianzadoras y emisoras de garantías deben entender las implicaciones para sus clientes. El Nearshoring implica que las empresas reubiquen sus cadenas de suministro más cerca de sus mercados principales, incluyendo la fabricación, las operaciones de producción y los centros de servicio. Este cambio presenta oportunidades únicas junto con varias consideraciones clave:

    - Implicaciones jurídicas transfronterizas
    - Requisitos de conformidad
    - Retos normativos
    - Decisiones empresariales estratégicas
    - Dinámicas culturales
    - Obstáculos legales

    Acompáñenos en este seminario web en el que participarán Jerry Brodsky, Director del Grupo de Práctica Latinoamericana de Peckar & Abramson, y Roberto Hernández-García, Socio Director de COMAD, S.C. (México). Ellos proporcionarán ideas esenciales, consejos prácticos y experiencias del mundo real en relación con el Nearshoring. Esta sesión está diseñada específicamente para las afianzadoras y emisoras de garantías que buscan apoyar a los clientes que navegan esta transición y los que participan en el diseño y construcción de instalaciones de Nearshoring. No se pierda esta oportunidad de mejorar su comprensión y ampliar su experiencia en este panorama en evolución.

    Jerry P. Brodsky

    Partner, Director

    Peckar & Abramson

    Jerry Brodsky is a partner and director of Peckar & Abramson’s Latin American practice. Jerry is trilingual (English/Spanish/Portuguese) and is certified by the Florida Bar as a Construction Law Specialist. Many of Jerry’s matters involve multi-cultural domestic or cross-border transactions and disputes. His practice includes the representation of international and domestic general contractors, construction managers, sureties and other construction professionals in the United States and throughout Latin America and the Caribbean, in the preparation of contract documents, negotiation, mediation, arbitration and litigation of construction contract claims, construction and design defect claims, insurance claims, surety bond claims and related matters.

    Jerry’s practice and experience includes mega-projects for transportation and other infrastructures, as well as industrial, commercial and residential engineering and construction projects. Jerry also  provides training services and counseling to domestic and international clients in the areas of contract negotiation, compliance and legal project administration/risk management. In 2021, he completed FIDIC Certified Course Module 2: Claims and Disputes Resolution. Jerry represents and has served as project counsel during the procurement, negotiation, implementation, administration and post-completion phases of mega-projects, using both traditional and project finance/ public-private partnership delivery models.

    Jerry also serves as referee and dispute board member in international disputes involving construction of infrastructure projects in Central America and has been engaged to develop, implement and administer a program of dispute boards for world sporting events in Brazil.
    Jerry is admitted to practice in the State of Florida and the United States District Courts for the Northern and Southern Districts of Florida. He is a member of the Florida Bar and the Dade County Bar, and serves as Chair of the International Division of the Forum on Construction of the American Bar Association and Secretary of Region 4 - Latin America of the Dispute Resolution Board Foundation. He received his bachelor of science in industrial engineering from Lehigh University and his law degree, summa cum laude, from the University of Miami.



    Roberto Hernandez-Garcia

    Managing Partner

    COMAD, S.C.

    Roberto Hernandez-Garcia is an accomplished International Construction Lawyer ad the Managing Partner of COMAD, a prominent construction law firm based in Mexico City. With extensive experience advising major players in the infrastructure industry across Mexico, Central, and Latin America, Roberto has earned a reputation in his field. He specializes in FIDIC contracts and is certified by FIDIC as a Dispute Board, Trainer, and Procurement Specialist through rigorous examinations. His expertise has made him a trusted advisor and a highly sought-after professional in the construction law arena.

    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.

  • Trust But Verify: Prequalifying Project Owners and GCs
    Contains 2 Component(s)

    NASBP, CFMA and ASA are proud to bring you this Consure Infocast on a critical risk management action—prequalifying owners and GCs on January 9, 2025, at 2:00 p.m. Eastern.

    Trust But Verify: Prequalifying Project Owners and GCs

    NASBP, ASA and CFMA are proud to bring you this Consure Infocast on a critical risk management action—prequalifying owners and GCs on January 9, 2025, at 2:00 p.m. Eastern. The presenters--Greg Veal, Managing Partner, of the law firm of Bovis, Kyle, Burch & Medlin, LLC, and Rudy Dominguez, Senior Vice President, Claims, of Old Republic Surety--will discuss how contractors can prequalify project owners and subcontractors can prequalify general contractors in public and private sector projects. These experienced and knowledgeable legal and surety professionals will captivate you with useful information and their stories and anecdotes will illustrate what happens when prequalification has been done well . . . and when it hasn’t! Bring your questions and walk away with timely tips you can use to prequalify owners and/or contractors for your next project so you will know with whom you should work or not work. This webinar will be geared to the contractor, subcontractor, supplier, and surety professional audiences.  

    image

    Before registering please Login or create an account if you do not have a SuretyLearn account yet. 

    If you are a member of ASA or CFMA, be sure to create your account and use your specific association’s discount code when registering for this Consure Infocast. This will ensure that you receive the discounted member rate available to all NASBP, ASA, and CFMA members. Note: all registration fees go toward supporting the work and initiatives of NASBP, ASA, and CFMA.

    For questions or help registering please e-mail prodev@nasbp.org.

    Greg Veal

    Partner

    Bovis, Kyle, Burch & Medlin, LLC

    Greg Veal is a Partner at Bovis, Kyle, Burch & Medlin and is a member of the firm’s Fidelity, Surety, and Construction group with related experience going back to 1982. He has been with the firm since 1993, but he has first-hand experience in both a smaller, boutique construction partnership as well as a 200-lawyer firm. His career began during the time when fidelity and surety claims alike were handled by the same company representatives, and he continues to work in both areas today.  He was born in Augusta, Georgia, has practiced in the Atlanta area for over 40 years, and currently lives in Peachtree Corners with his wife of over 30 years.

    Greg has written and spoken often for groups interested in fidelity, surety, and construction law topics, including the Fidelity & Surety Law Committee (FSLC) of the Tort, Trial & Insurance Practice Section of the ABA (TIPS), the State Bar of Georgia’s Institute for Continuing Legal Education (ICLE), the Surety Claims Institute, and most frequently at conferences of the Southern Surety & Fidelity Claims Association (SSFCA).

    Rudy Dominguez

    Senior Vice President of Claims

    Old Republic Surety

    Rudy Dominguez is the Senior Vice President of Claims. In his role he oversees the Claims Department at Old Republic Surety. Under his leadership, the department is dedicated to resolving all claims with the highest level of professionalism and expertise.