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  • SBA's All Small Mentor Protégé Program

    Contains 3 Component(s) Recorded On: 03/28/2017

    SBA's All Small Mentor Protégé Program is designed to encourage large business mentors to provide assistance to small business protégés and creates opportunities for small and large businesses to work together in performing government contracts. While the program can benefit both the protégé and the mentor, there are detailed regulations governing the relationship between the parties. This seminar will address the qualifications for being a mentor or a protégé, the application process for applying to the program, and the benefits of mentor-protégé relationships. The seminar also will provide practical advice regarding the drafting of both the written mentor-protégé agreement and any joint venture agreements between the mentor and the protégé.

    SBA's All Small Mentor Protégé Program is designed to encourage large business mentors to provide assistance to small business protégés and creates opportunities for small and large businesses to work together in performing government contracts. While the program can benefit both the protégé and the mentor, there are detailed regulations governing the relationship between the parties. This seminar will address the qualifications for being a mentor or a protégé, the application process for applying to the program, and the benefits of mentor-protégé relationships. The seminar also will provide practical advice regarding the drafting of both the written mentor-protégé agreement and any joint venture agreements between the mentor and the protégé.

    Lori Ann Lange

    Partner, Peckar & Abramson, P.C., Washington, D.C.

    Lori Ann Lange is a partner in the Washington, D.C. office of the law firm of Peckar & Abramson, P.C., where she specializes in government contract law, bid protests, and corporate compliance counseling.  Ms. Lange represents a range of government contractors, including construction contractors, major defense contractors, informational technology contractors, and service contractors in all aspects of contracting with the federal government.

  • The Future of Lease Accounting

    Contains 3 Component(s) Recorded On: 03/14/2017

    In February of 2016, the Financial Accounting Standards Board (FASB) issued the long awaited new accounting standard for leases. The accounting for assets that companies lease is set to change in the next few years. The impact of these changes on balance sheets and income statements of contractors will be discussed during this webinar, including the impact on working capital, liquidity and leverage ratios and equity. These factors can directly affect surety and credit availability for contractors.

    In February of 2016, the Financial Accounting Standards Board (FASB) issued the long awaited new accounting standard for leases. The accounting for assets that companies lease is set to change in the next few years. The impact of these changes on balance sheets and income statements of contractors will be discussed during this webinar, including the impact on working capital, liquidity and leverage ratios and equity. These factors can directly affect surety and credit availability for contractors.

    Timothy T. Wilson

    National Industry Partner, BKD National Construction & Real Estate Group

    Timothy T. Wilson is 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 in various industries. He assists clients in the areas of business and strategic planning, operational and control reviews, mergers, acquisitions and consolidations, financial forecasts, feasibility studies, valuations, business process improvements and audit and tax issues.

    He serves on the NASBP CPA Advisory Council, CFMA Emerging Issues Task Force, AGC Financial Issues Committee, Kansas City Area Development Council Board of Directors, and Truman State University School of Business Advisory Board. He also co-chairs the AICPA Engineering and Construction Revenue Recognition Task Force.

    Wilson is a Certified Construction Industry Financial Professional (CCIFP®) through The Institute of Certified Construction Industry Financial Professionals. He is a graduate of Truman State University, Kirksville, Missouri, with a B.S. degree in accounting.   

  • Construction Contract Claims - Lessons from the Battlefield

    Contains 3 Component(s) Recorded On: 02/14/2017

    This webinar will provide real world case studies and analyses of contracts and recent case decisions in a plain English manner. Being able to assist your sureties and bond clients includes understanding the real world scenarios that they experience. This seminar will provide you with a practical understanding of some of these situations.

    This webinar will provide real world case studies and analyses of contracts and recent case decisions in a plain English manner. Being able to assist your sureties and bond clients includes understanding the real world scenarios that they experience. This seminar will provide you with a practical understanding of some of these situations.

    Larry Prosen

    Partner, Construction and Infrastructure Team, Kilpatrick Townsend & Stockton, LLP

    Larry Prosen is a partner in the Construction and Infrastructure Team of Kilpatrick Townsend & Stockton, LLP, resident in its Washington, D.C. office. He also heads up the firm’s Government Contracts sub-team. Holding a BS in Architecture from the University of Maryland at College Park, Larry has practiced law for almost 20 years in the fields of construction litigation and government contracts. Over his career, he has represented contractors, subcontractors and sureties on hundreds of projects, claims, disputes and bid protests across the country and around the world. He has been involved as both claimant and defendant/surety counsel on literally hundreds of Miller Act and Little Miller Act disputes as well as private bond disputes involving all types of projects. He also has been involved in the drafting and negotiation of numerous contracts and subcontracts.

    David Welch

    Owner & CEO, Welch and Rushe, Inc.

    David Welch is the owner and CEO, Welch and Rushe, Inc., one of the largest mechanical subcontractors in the Washington, D.C., metropolitan area. David holds a Bachelor of Business Administration from the University of Maryland, University College in College Park, MD, and is a graduate of Steamfitters Local No. 602, Washington, D.C. David oversees all executive management and administrative procedures for his firm, representing in excess of $70 million a year. David’s firm has performed work on countless projects, ranging from the Smithsonian Institution National Museum of American History to the HQ project for the International Monetary Fund, as well as overseas government contracts projects.

  • Expanding the Traditional View of Risk Management

    Contains 3 Component(s) Recorded On: 01/31/2017

    This webinar will outline latent risks that arise out of construction operations, and identify exposures under traditional insurance programs vs. controlled insurance programs. It will also discuss the dynamics involved in insurance risk management. This seminar will provide you with an understanding of the functions and limits of "Risk Management".

    This webinar will outline latent risks that arise out of construction operations, and identify exposures under traditional insurance programs vs. controlled insurance programs. It will also discuss the dynamics involved in insurance risk management. This seminar will provide you with an understanding of the functions and limits of "Risk Management".

    Steve Cvitanovic

    Partner, Construction Law Practice Group Leader, Haight Brown & Bonesteel, LLP

    Steve is a recognized leader in construction law with more than 20 years of experience. Steve’s expertise comes from handling hundreds of matters, years of cultivating relationships, and by immersing himself in industry news and events. He shares his expertise by routinely speaking at conferences, seminars or webinars, and is constantly writing about legal issues faced by owners, builders and contractors.

    Over the years, Steve has helped clients with matters and claims involving residential, commercial and public projects. Steve has been involved in construction litigation or claims involving public facilities and infrastructure. He has vast experience in claims for private works of improvement ranging from high rise condominiums and single family homes to affordable housing projects, movie theaters, casinos, solar farms and shopping centers.

     

    On a personal level, Steve is known for his charitable nature and has volunteered hundreds of hours at local organizations. Steve loves spending time with his family and has competed in triathlons, mud-runs, 200 mile relay races, rowing events, and has run the Bay-to-Breakers over twenty times. Steve has safely guided hundreds of swimmers, across the San Francisco Bay in many open water swims from Alcatraz.

  • Competing on Business Analytics

    Contains 3 Component(s) Recorded On: 01/17/2017

    By the end of 2016, an estimated 73% of companies across different industries had invested in big data analytics. In order to compete, leaders must shift focus to organizational strategy, performance and improvement initiatives, and big data mining. By innovating operations with analytics, companies have the opportunity to be on the forefront of a revolution. This session will introduce techniques for data collection and analytic integration to fuel profitability.

    By the end of 2016, an estimated 73% of companies across different industries had invested in big data analytics. In order to compete, leaders must shift focus to organizational strategy, performance and improvement initiatives, and big data mining. By innovating operations with analytics, companies have the opportunity to be on the forefront of a revolution. This session will introduce techniques for data collection and analytic integration to fuel profitability. 

    Steve Coughran

    Director of Strategy, Coltivar Group

    Steve Coughran serves as Director of Strategy for Coltivar Group, a keynote speaker for national conferences and universities, and author of "Delivering Value". In his position at Coltivar Group, he leverages strategic expertise to power sustainable and profitable growth in multinational corporations. Steve applies his financial acumen gained from working with million and billion dollar firms at Ernst & Young to transform CFOs into leaders of the future.  Steve has extensive experience assisting firms with strategic growth, business valuation, and corporate financial management.  Steve is a CPA and CVA and recently graduated with his MBA from the Fuqua School of Business at Duke University.

  • Big Data and its Importance in the Industry

    Contains 3 Component(s) Recorded On: 12/06/2016

    What role does big data play in surety? How is this any different from the analysis that surety bond producers have been doing for 100 years? What’s the hardest part of using big data for surety? These are some of the questions we’ll address in this Virtual Seminar, drawing from our own experiences working at the intersection of big data and surety.

    What role does big data play in surety?  How is this any different from the analysis that surety bond producers have been doing for 100 years? What’s the hardest part of using big data for surety? These are some of the questions we’ll address in this Virtual Seminar, drawing from our own experiences working at the intersection of big data and surety.

    Jessica Leong

    Predictive Analytics Execution Lead, Zurich North America

    Jessica Leong is a Predictive Analytics Execution Lead at Zurich North America. In this role she manages the predictive analytics program for Zurich’s Specialty and Global Corporate business units. Jessica’s focus is in getting the most financial benefit from big data.

    Wesley Wieczorek

    Data Scientist, Zurich North America

    Wesley is a Data Scientist within Predictive Analytics at Zurich North America. He has been in that role for the previous five years focusing primarily on Surety and the Auto Line of Business. Wesley received a Bachelor of Science from DePaul University and a Masters in Statistics from the University of Illinois at Urbana-Champaign. 

  • PEOs, Surety Bonds, and the IRS — What They Mean for Surety Bond Producers

    Contains 3 Component(s) Recorded On: 11/15/2016

    This presentation explains the Professional Employer Organization industry, including services offered by PEOs. It takes an in-depth look into how bonding fits into PEO licensure and registration processes at the state and federal levels. In particular, the speakers focus on the recently launched Internal Revenue Service (IRS) Certified Professional Employer Organization (CPEO) program and the bond required for certification.

    This presentation explains the Professional Employer Organization industry, including services offered by PEOs. It takes an in-depth look into how bonding fits into PEO licensure and registration processes at the state and federal levels. In particular, the speakers focus on the recently launched Internal Revenue Service (IRS) Certified Professional Employer Organization (CPEO) program and the bond required for certification.

    Pat Cleary

    President & CEO, National Association of Professional Employer Organizations (NAPEO),

    Pat Cleary is President and CEO of the National Association of Professional Employer Organizations (NAPEO), the national trade association for the PEO industry. PEOs provide payroll, benefits and HR services to approximately 250,000 small and mid-sized businesses nationwide. Cleary has had a wide-ranging career spanning more than 25 years in government, policy, public affairs, and communications. A former chairman of the National Mediation Board and deputy assistant secretary for policy at the U.S. Department of Labor, Cleary also spent 10 years at the National Association of Manufacturers, the nation’s largest industrial trade association. Cleary has appeared frequently as a spokesman for business in a broad array of media outlets. He has lectured on the topics of negotiation and dispute resolution at the Darden School of Business at the University of Virginia and the Stanford Graduate School of Business, and is the author of The Negotiation Handbook. Cleary is a member of the DC Bar. He graduated from Fairfield University in Fairfield, Conn., and Hamline University School of Law in St. Paul, Minn.

    Farrah L. Fielder

    General Counsel, National Association of Professional Employer Organizations (NAPEO)

    Farrah Fielder serves as General Counsel for the National Association of Professional Employer Organizations (NAPEO), where she focuses on federal legislation and regulation, including the IRS PEO certification program, healthcare issues, policy concerning workers’ compensation, and other matters. Prior to working for NAPEO, Farrah was General Counsel and Director of Legal Services and Human Capital Development for several national professional employer organizations. In that capacity, she oversaw regulatory compliance and provided legal and human resource best practices for the companies. Before entering the PEO industry, Farrah defended corporate clients in employment matters, workers’ compensation, medical malpractice and products liability.

    Thom Stohler

    Vice President, Federal Government Affairs, National Association of Professional Employer Organizations (NAPEO)

    Thom Stohler is the Vice President of Federal Government Affairs at the National Association of Professional Employer Organizations (NAPEO). His primary responsibility is to represent NAPEO before Congress and federal agencies. His current focus is on implementation of the IRS PEO Certification Program. From 2007-09, Thom served in the George W. Bush Administration as a Senior Legislative Officer in the U.S. Department of Labor; as well as the Deputy Assistant Secretary of Labor and Acting Assistant Secretary of Labor at OSHA. He spent 10 years working in government affairs for several trade associations including the American Electronics Association; the Associated General Contractors; and the Textile Rental Services Association.

    Finally, Thom worked on Capitol Hill for 8 years, serving as the first Legislative Director for former House Speaker John Boehner.

  • The Devil is in the Details. Differences in General Indemnity Agreements and What They Mean to Your Customer

    Contains 3 Component(s) Recorded On: 11/01/2016

    While the general indemnity agreement forms used by sureties when issuing construction surety bonds have many common characteristics, they are not all the same. These agreements vary from surety to surety and there are important differences in these agreements. These variations are, in part, a reaction to adverse court decisions and, in part, a reflection of differing appetites for risk and philosophies as to how to structure the relationships with contractor clients. This program explains the significance of these differences.

    While the general indemnity agreement forms used by sureties when issuing construction surety bonds have many common characteristics, they are not all the same. These agreements vary from surety to surety and there are important differences in these agreements. These variations are, in part, a reaction to adverse court decisions and, in part, a reflection of differing appetites for risk and philosophies as to how to structure the relationships with contractor clients. This program explains the significance of these differences.

    Phillip G. Alber

    Shareholder, Alber Crafton, PSC

    Phillip G. Alber is a shareholder at Alber Crafton, PSC in Troy, Michigan, where his practice concentrates primarily in the area of fidelity and surety law and construction disputes. He is a member of the American Bar Association, the Forum Committee on Construction Law, and is a member and a former Vice Chair of the Fidelity and Surety Committee of the Torts & Insurance Practice Section, and the Construction Litigation Committee of the Litigation Section of the American Bar Association, as well as several other organizations. He regularly serves as a case evaluator in commercial cases for the Macomb County Circuit Court Mediation Tribunals, is a former member of the Construction Arbitration Panel of the American Arbitration Association and frequently writes and lectures on surety and construction issues.He graduated cum laude from the University of Michigan in 1971 with a B.A. in Economics and cum laude in 1974 from Wayne State University Law School.

    Bruce King

    Shareholder, Carlton Fields

    Bruce King practices in the areas of commercial litigation and specializes in construction and surety cases. He has extensive experience representing owners, contractors, design professionals, insurers, and sureties on complex construction projects. Bruce is board certified in Construction Law by The Florida Bar, a former vice chair of the Fidelity and Surety Law Committee of the ABA, and a former chair of the Miami-Dade County Construction Law Committee.

  • Changing with the Times: Surety Innovations Evolving with Public and Private Priorities

    Contains 3 Component(s) Recorded On: 10/18/2016

    Contract procurements have changed and will continue to evolve. Technological advancements continue to impact construction means and methods. It only follows that performance and payment guarantees must evolve as well. This team of claim/legal, underwriting, and risk management professionals explained how and why surety guarantee products have and will continue to change.

    Contract procurements have changed and will continue to evolve. Technological advancements continue to impact construction means and methods. It only follows that performance and payment guarantees must evolve as well. This team of claim/legal, underwriting, and risk management professionals explained how and why surety guarantee products have and will continue to change.

    Bill Ernstrom

    Vice President, Major Strategic Projects for Walsh Construction Company

    Bill Ernstrom is Vice President for Major Strategic Projects for Walsh Construction Company, one of the largest domestic contraction services companies in the United States. Mr. Ernstrom is one of the corporate leaders for Walsh on all large design-build, PPPs, and project pursuits involving alternative project delivery systems. He is also responsible for the underwriting of all major projects pursued by Walsh.

    Jacob Fulmer

    Regional Underwriting Officer, Travelers Bond & Specialty Insurance Construction Services, National Accounts

    Jacob is the Regional Underwriting Officer for National Accounts and International.  He began his career in 2001 at Travelers in Orlando, FL as an Account Executive.  In 2009, he moved to Hartford to join the National Account Unit and began working on the International business in 2014.  He graduated from the University of Central Florida with a BS in Finance and earned his MBA from the Fuqua School of Business at Duke University.

    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

  • NMLS Begins Using Electronic Bonds

    Contains 3 Component(s) Recorded On: 10/04/2016

    This session provides an overview on how bond producers can assist their clients with complying with electronic surety bond tracking now available in NMLS. You will learn how to (1) set up an account in NMLS, (2) request permission to create bonds on behalf of your clients, (3) maintain a surety bond in NMLS including issuing riders and cancellation and (4) which states are requiring this in 2016 and 2017.

    This session provides an overview on how bond producers can assist their clients with complying with electronic surety bond tracking now available in NMLS. You will learn how to (1) set up an account in NMLS, (2) request permission to create bonds on behalf of your clients, (3) maintain a surety bond in NMLS including issuing riders and cancellation and (4) which states are requiring this in 2016 and 2017.

    Tim Lange

    Senior Director with the Conference of State Bank Supervisors (CSBS)

    Tim Lange currently serves as Senior Director with the Conference of State Bank Supervisors (CSBS) which he joined in 2008.  In this role, Tim’s duties have included managing system policy and development for NMLS, the legal system of record for mortgage and other non-depository financial services regulation.  
    Prior to joining CSBS, Tim worked in the securities industry for ten years specializing in fixed income sales and trading.  

    A native of Chicago, Tim holds a Bachelor of Business Administration degree with a concentration in accounting from Loyola University Chicago and a Master of Public Administration degree from the Maxwell School of Citizenship and Public Affairs at Syracuse University.

    The Conference of State Bank Supervisors (CSBS) is the nationwide organization of financial regulators from all 50 states, the District of Columbia, Guam, Puerto Rico, and the U.S. Virgin Islands.