Catalog Advanced Search
Contains 80 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/!
What Surety Professionals and their Clients Need to Know About the November Mid-term elections and the new makeup in the U.S. Congress
Please join our panel discussion where construction industry lobbyists will share their thoughts on the November 2022 Mid-terms elections. Learn what these experts envision might be in store when Congress convenes the first session of the 118th Congress on Jan. 3, 2023.
Confirmed panelists include Dana Thompson, Washington Representative from the Women Construction Owners & Executives, John "JB" Byrd, representing the National Society of Professional Surveyors, Mike Oscar representing the American Subcontractors Association and Jordan Howard representing the Associated General Contractors (AGC).
The session will be moderated by Larry LeClair, NASBP's Director of Government Relations.
Women Construction Owners & Executives
Dana Thompson is the Washington Representative for Women Construction Owner's and Executives.
John "JB" Byrd
Representing National Society of Professional Surveyors, Vice President
Miller/Wenhold Capitol Strategies
"JB" is Vice President with Miller/Wenhold Capitol Strategies specializing in government affairs with 19 years in advocacy, policy, and strategic initiatives. He began working in the Federal policy arena in October 2001 as an aide to a U.S. Senator. In 2005, JB was hired by John M. Palatiello & Associates, a public affairs consulting firm which merged with Miller/Wenhold in 2018. He is the registered federal lobbyist for the National Society of Professional Surveyors (NSPS) and was the first Government Affairs Manager for MAPPS. JB is also the lead staffer for the Council on Federal Procurement of Architectural and Engineering Services (COFPAES) since 2005, the Business Coalition for Fair Competition (BCFC) since 2009, the Digital Coast Partnership and Advocacy Coalition since 2012, the 3D Elevation Program (3DEP) Coalition since 2014, and the Coalition for the White House Conference on Small Business (WHCSB) since 2015. JB now lobbies for the Subsurface Utility Engineering (SUE) Association, the U.S. Geospatial Executives Organization (USGEO), and the Geospatial Equipment & Technology Institute (GETI).
Government Relations Director
American Subcontractors Association (ASA)
Mike Oscar is the Government Relations Director at the American Subcontractors Association (ASA).
Jordan F. Howard
Director, Federal and Heavy Construction Division
Associated General Contractors of America
Mr. Howard is the Director of the Federal and Heavy Construction Division at the Associated General Contractors of America in Washington, D.C. He received his J.D. from the Antonin Scalia Law School at George Mason University and earned his B.A. (Magna Cum Laude) in English and Political Science from Texas Tech University. He is licensed to practice law in the state of Maryland.
Larry LeClair (Moderator)
Director of Government Relations
Larry is Director of Government Relations at the National Association of Surety Bond Producers (NASBP) where he assumed that role in January 2010. Prior to joining NASBP, Larry has advocated for policy interests on behalf of trade and professional associations for over 25 years at both the state and federal level, which includes the American Tort Reform Association, the American Institute of CPAs and the North American Securities Administrators Association.
In his role as Director of Government Relations at NASBP, Larry is the chief lobbyist for the association on Capitol Hill representing its interest on issues such as the SBA Bond Guarantee Program, preserving the Federal Miller Act, and educating and engaging members of Congress and their staff concerning the importance of the surety bond product.
Larry received his Bachelor of Arts Degree in Political Science from the University of Southern Maine in Portland, Maine and his Masters Degree in Public Policy from Georgetown University in Washington, DC. Larry, his wife Barb, and their Welsh Corgi Jack, live in Potomac, MD.
Contains 272 Product(s)
Registration for the 2023 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 2023 Virtual Seminars individually.
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 firstname.lastname@example.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 2023;
- have access to recordings of all Virtual Seminars held in 2023 and
- have access to the library of more than 200 past Virtual Seminars on-demand throughout the year!
Interested in registering 19-plus locations? Additional discounts are available. Please contact NASBP Professional Development at email@example.com 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.
Contains 3 Component(s)
Developers and Lenders always want to make sure that any liens placed against real property are addressed to ensure clear title and no impediments to project financing.
Developers and Lenders always want to make sure that any liens placed against real property are addressed to ensure clear title and no impediments to project financing. One means by which mechanic’s liens can be addressed are through the use of lien discharge bonds. During this NASBP Virtual Seminar, we are joined by attorneys Jonathan Dunn of SMTD Law LLP and Derek Popeil of Chubb who will provide a summary overview of the law applicable to mechanics’ lien discharge bonds, including the nature and purpose of lien discharge bonds, the scope of the surety’s liability, the surety’s defenses, and the surety’s subrogation and contribution rights related to lien discharge bonds.
Jonathan J. Dunn
Partner, SMTD Law LLP
Jonathan J. Dunn is a partner in SMTD Law LLP’s Irvine, California office. Jonathan focuses his practice in construction practices, surety law, creditor's rights and remedies, including bankruptcy and work-outs, and transactions relating to construction, debtor/creditor and commercial matters. Prior to forming SMTD, Jonathan was a partner at an international law firm, an in-house attorney with two national bonding companies where he handled construction defaults in the Western United States, and active in his family’s construction business. Jonathan is asked to write and speak frequently, and has written numerous articles and presentations. Jonathan is a vice chair of the AGC-California Legal Advisory Committee, active in the ABA’s Forum on Construction Law section, a prior Vice Chair of the Fidelity & Surety Law Committee, as well as involved in numerous other construction and surety associations and legal bar organizations. Jonathan obtained his J.D. from Seattle University School of Law (formerly Univ. of Puget Sound L.S.), and his Bachelor of Arts degree in Economics from UCLA in 1989. Jonathan is licensed to practice in California, as well as various federal, special and bankruptcy courts.
Vice President, Surety Claims Manager
Derek Popeil is a in the Surety Claims department with over 30 years of experience in the surety industry. He has been with Chubb for the last 9 years. He initially started his career as an Associate General Counsel for First Indemnity of America Insurance Company. After 10 years with First Indemnity of America Insurance Company, he left to enter the private practice of law where he handled construction and surety claims and litigation in representation of numerous sureties. Derek graduated from Muhlenberg College in 1988 receiving a Bachelor of Arts degree. In 1991, he received his Juris Doctorate from Widener University School of Law. He is licensed to practice law in both federal and state courts of New York and New Jersey.
Contains 8 Component(s)
The National Association of Surety Bond Producers (NASBP) understands that an important part of developing and promoting the surety market is increasing the availability of surety bonds to small and emerging contractors. As such, in 2010, the NASBP Board established the Small & Emerging Business Committee (SEBC) to advocate and promote educational opportunities for small and emerging contractors, so they would be better equipped to qualify for surety credit. The Board envisioned that would be accomplished by collaborating with industry partners, with local, state, and federal agencies on existing bond education programs, or by conducting an NASBP bonding awareness program. Accordingly, NASBP staff – in consultation with members of the SBEC – has created the Bonding Awareness Toolkit, which provides the educational material and resources to conduct a half-day bonding awareness seminar. During this workshop, participants will learn how surety bonding relates to various aspects of their business operations and what approaches and techniques will help them qualify for surety bonding.
The National Association of Surety Bond Producers (NASBP) understands that an important part of developing and promoting the surety market is increasing the availability of surety bonds to small and emerging contractors. As such, in 2010, the NASBP Board established the Small & Emerging Business Committee (SEBC) to advocate and promote educational opportunities for small and emerging contractors, so they would be better equipped to qualify for surety credit. The Board envisioned that would be accomplished by collaborating with industry partners, with local, state, and federal agencies on existing bond education programs, or by conducting an NASBP Bonding Awareness Program.
Accordingly, NASBP staff – in consultation with members of the SBEC – has created the Bonding Awareness Toolkit, which provides the educational material and resources to conduct a half-day bonding awareness seminar. During this workshop, participants will learn how surety bonding relates to various aspects of their business operations and what approaches and techniques will help them qualify for surety bonding.
Specifically, the Toolkit features a series of comprehensive and customizable PowerPoints, which cover four, main issue areas: 1) Bonding for New and Emerging Contractors; 2) Construction Accounting; 3) Risk Management and Legal Concerns; and 4) Banking and Financing for Contractors. Given that the Toolkit’s content is designed to be rolled out quickly, these PowerPoints are ready to be presented as is. However, they can also be modified to the presenter’s preferences and based on the instructors available.
NASBP’s goal is to provide its members, affiliates, and associates with the resources to educate small and emerging contractors and to assist these contractors in becoming bond ready. Becoming bondable is a challenge for small and nascent businesses, and the Toolkit aims to help businesses grow by obtaining and building bonding capacity.
Contains 3 Component(s)
The recent decision granting summary judgments in favor of a group of surety defendants in the closely watched federal case of Scollick v. Narula finally provides important judicial insights into the surety industry’s obligations under the False Claims Act.
The recent decision granting summary judgments in favor of a group of surety defendants in the closely watched federal case of Scollick v. Narula finally provides important judicial insights into the surety industry’s obligations under the False Claims Act. Attorneys Matthew Baker and William Groscup of Watt Tieder will provide timely comments and guidance on the implications for bond producers and surety underwriters.
Matt Baker is a partner in Watt Tieder’s McLean, Virginia office concentrating his practice in the areas of construction, government contracts, surety, and commercial litigation. Matt has assisted clients with disputes arising from a wide range of vertical and horizontal construction projects including transit and light rail, highway and utility projects, marine construction, airports, buildings, embassies, and schools. Matt has further represented clients in connection with a variety of matters including payment disputes, changes clause claims, design defects, delay claims, False Claims Act (“FCA”) litigation, and indemnity claims. Matt is also a frequent speaker, panelist, and author on topics involving the intersection of the law and the construction and surety industries.
Bill Groscup counsels and advises owners, general contractors, subcontractors and sureties with respect to contract administration, claim preparation, dispute resolution and litigation both domestically and abroad. His experience includes contract drafting and negotiations, claim advice, strategies for contract administration, dispute resolution and litigation on a wide spectrum of commercial construction projects, including power plants, mass transit systems, tunnel projects, overseas military bases, railway bridges, and luxury hotels.
Contains 3 Component(s)
During these uncertain economic times its more important than ever for surety professionals to have an understanding of current economic trends and how those trends are impacting your contractor clients balance sheets.
During these uncertain economic times it's more important than ever for surety professionals to have an understanding of current economic trends and how those trends are impacting your contractor clients balance sheets. During this NASBP Virtual Seminar, we are joined by Will Gruy of FMI and Jack Callahan of Construction CPA firm CohnReznick. Will, will kick off the presentation by sharing a big picture look at the economy and how it is impacting the construction industry and what’s on the horizon as we look towards 2023. Then Jack will zoom in on these issues with more detailed experience and examples on how he is seeing these economic trends reflected on contractor’s balance sheets and how to help your contractor clients navigate what’s just around the river bend.
CPA, Partner - Construction Industry Leader
With more than 35 years of experience, Jack Callahan serves as CohnReznick's Construction Industry Leader overseeing a team of 200 professionals across the United States. He has served as a trusted advisor to contractors throughout their entire lifecycle demonstrating exemplary client satisfaction building a reputation as a results-oriented leader dedicated to driving company growth and transformation. Jack and his team have worked extensively with both private developers and public agencies to develop and implement fiscal and integrity monitoring programs to successfully mitigate the costs of fraud, waste, and abuse on large development projects. Jack was the lead partner for CohnReznick on the monitoring and investigative work performed at Ground Zero and continues to spearhead the ongoing initiatives at LaGuardia and O’Hare airports. Jack has extensive knowledge, insights, and experience in accounting, corporate taxation, and business consulting matters within the construction community and values his well-earned role as trusted business advisor.
Jack joined CohnReznick in August 2005 after serving as the managing shareholder of a leading private New Jersey accounting firm. He is actively involved in all aspects of the Construction and Engineering industry and a member of numerous industry trade groups. Jack got involved early in creating a support role for Public Private Partnerships, is an active member of American Institute for the Advancement of American Infrastructure. Jack’s individual accomplishments include his status as a Mole and serving on their finance committee, role as Treasurer for ACE Mentor Program of NY, and the Minority Business Development Institute. He presents regularly at conferences and is well known as an industry thought leader presenting on webinars, publishing business articles, and providing insights on social media through various industry trade groups and firm publications.
Will Gruy us a Senior Consultant with FMI, in that role he works with companies across the U.S. serving the built environment with an emphasis on operational improvement and strategic thinking. He specializes in corporate strategy, using a research and evidence-based approach to achieve improved financial results through organizational focus.
With a background in information technology consulting focused on project management, analytics and business strategy, Will brings a unique viewpoint to strategic discussions and implementations.
Prior to FMI, Will worked as an IT consultant for a major consulting firm. He developed operational improvement tools for managers that utilized the constant flow of data produced by operations. These tools increased the productivity of both personnel and assets deployed and provided better information to support organizational decision making.
Contains 3 Component(s)
Private equity in the modern form is a relatively new vehicle across the history of investing. According to the WSJ, similar investment strategies have existed since the colonial period though it wasn’t until the post-WWII period that the first “private-equity firm” emerged in the US.
Private equity in the modern form is a relatively new vehicle across the history of investing. According to the WSJ, similar investment strategies have existed since the colonial period though it wasn’t until the post-WWII period that the first “private-equity firm” emerged in the US. Underwriting private equity business began with commercial surety in the late 1990s and today is a growing trend in the construction industry.
In this seminar, Anthony Romano of Everest and John Guglielmo of Intact will discuss the emergence of private equity in commercial and contract bonding. The presentation will include industry trends, opportunities, underwriting strategies and mitigation tools to navigate the complexities of private equity.
President, U.S. Commercial Surety
Intact Insurance Specialty Solutions
John Guglielmo is the President of U.S. Commercial Surety at Intact Insurance Specialty Solutions. John has over 25 years of experience in the surety industry.
Previously, he was the Vice President of Surety at ACE USA from September 2004 to July 2012. Prior to that, he was the Vice President at Avalon Risk Associates from March 2000 to August 2004.
John began his career in the surety industry as an Underwriter at American International Group (AIG) from January 1996 to September 1997. John then moved to Amwest Surety Insurance Company from September 1997 to March 1999 where he worked as a Senior Underwriter - Surety.
John has a degree from The Johns Hopkins University.
Senior Vice President & Global Surety Head
Tony is an industry-recognized executive with 30 years of experience. Prior to joining Everest, Tony was Senior Vice President and Managing Director of a surety managing general underwriter (Suremerica) representing XL Catlin. He oversaw all aspects of the international MGU platform. Tony spent the majority of his career employed by AIG in a variety of domestic and international senior product-line roles. He led the Surety operations in the U.S. and Canada where he focused on developing contract, commercial and international surety business. Before assuming this role, he managed AIG’s international Fidelity and Financial Institution books. During his career he has underwritten and managed all segments of the surety product line, including: small, mid and jumbo contract, commercial and international business. Prior to joining AIG, Tony was a field underwriter within CIGNA’s New York regional surety office, and participated in the company’s merger with Liberty Mutual.
He completed studies at St. Peter’s University and holds a B.S. degree in Accounting.
Contains 3 Component(s)
Surety claims departments serve a vital function in the bonding process by, among other services, investigating claims on bonds and ensuring that the “bond promise” is fulfilled.
During this Virtual Seminar we are joined by claims attorney Rachel Walsh with Liberty Mutual, who will share examples and stories as she discusses the means by which claims groups consistently add value to surety organizations. She will discuss the essential services that claims departments provide to customers, as well as the important role that bond producers can play in the claims process.
Senior Surety Counsel
Liberty Mutual Insurance Company
Rachel Walsh is Regional Vice President – Northeast Claims for Liberty Mutual Insurance Company. Before joining Liberty Mutual, she practiced at Krebs, Farley & Pelleteri, PLLC in New Orleans, Louisiana, where she focused on surety and fidelity law and construction litigation. Ms. Walsh received her Juris Doctor, magna cum laude, from Loyola University New Orleans in 2007 and a Bachelor of Arts, cum laude, from Tulane University in 2004. She serves as an Assistant Bar Examiner for the State of Louisiana, routinely speaks at American Bar Association and industry events regarding various aspects of surety law, and additionally serves as a Vice President of the Philadelphia Surety Claims Association.
Contains 3 Component(s)
The Department of Defense (DoD) recently released guidance on the circumstances in which contracting officers may offer economic price adjustments to contractors with fixed price contracts.
The Department of Defense (DoD) recently released guidance on the circumstances in which contracting officers may offer economic price adjustments to contractors with fixed price contracts. This guidance directly impacts contractors affected by unprecedented inflation and provides important insights on how contractors might protect themselves from similar circumstances moving forward.
On September 29, 2022, join attorneys Barron Avery, Clara Kollm, and Sarah-Jane Lorenzo with the firm of Morgan, Lewis & Bockius for a virtual seminar where they will discuss the guidance and its applicability to your clients’ business.
W. Barron A. Avery
Morgan, Lewis & Bockius
Barron Avery, who leads the firm's government contracts practice, advises and represents government contractors and subcontractors in a wide range of matters involving all aspects of federal government contracting. With substantial knowledge of the rules and regulations that drive the government contracts industry, Barron provides knowledgeable day-to-day advice and counseling to government contractors.
Complementing his government contracts counseling practice, Barron has experience litigating matters on behalf of government contractors and subcontractors. He regularly brings and defends bid protests at the Government Accountability Office (GAO) and the Court of Federal Claims (COFC), representing clients in a wide range of industries. He also has experience litigating contract disputes before the COFC and boards of contract appeals, particularly the Armed Services Board of Contract Appeals (ASBCA) and the Civilian Board of Contract Appeals (CBCA), as well as other federal contract appeals boards.
Morgan, Lewis & Bockius
Clara Kollm practices high-stakes commercial litigation, with a focus on complex government contracting issues. Clara has appeared before the Armed Services Board of Contract Appeals and Civilian Board of Contract Appeals and has experience representing commercial item subcontractors in federal False Claims Act ligation. Clara also focuses on software licensing and implementation disputes. In one such dispute, she obtained a unanimous defense verdict for a Fortune 25 company after a two-week jury trial. She has litigated issues related to business torts, breaches of contract, and the Contracts Disputes Act, Americans with Disabilities Act, Voting Rights Act, and Copyright Act.
Clara holds a J.D. from Georgetown University Law Center, where she served as a senior editor on the Georgetown International Environmental Law Review. Prior to attending law school, she worked in New Delhi, India with a waste management nonprofit. Previously, Clara served as a judicial intern for Judge Paul L. Friedman of the US District Court for the District of Columbia.
Sarah - Jane Lorenzo
Sarah-Jane Lorenzo focuses her practice on regulatory compliance matters, government contracts, and related litigation. Before law school, Sarah-Jane worked as a journalist and spent time as a research associate at an education policy nonprofit where she analyzed trends in state and federal legislation. Her publications have been featured in or cited by national news outlets including The Washington Post, National Review, and Politico. Sarah-Jane is admitted in Ohio only, and her practice is supervised by Texas Bar members.
During law school, Sarah-Jane served on the editorial board of the Virginia Journal of International Law and participated in the law school’s First Amendment Clinic.