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  • Contains 3 Component(s) Includes a Live Web Event on 01/06/2022 at 2:00 PM (EST)

    Please join our panel discussion where construction industry lobbyists will share their thoughts on the recently enacted bipartisan infrastructure bill and its impact on their respective organizations.

    Please join our panel discussion where construction industry lobbyists will share their thoughts on the recently enacted bipartisan infrastructure bill and its impact on their respective organizations. Also hear what these experts envision might be in store for the remainder of the 2021 Congressional calendar relating to construction and contracting. Participants will also learn what to expect when the new Congress takes the oath of office in January 2022 for the second session of the 117th Congress. 

    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.

    This NASBP Virtual Seminar has been rescheduled for January 6, 2022.

    Dana Thompson

    Washington Representative

    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).

    Mike Oscar

    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

    NASBP

    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.  

    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.

  • Contains 250 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.


  • Contains 3 Component(s) Includes a Live Web Event on 12/15/2021 at 2:00 PM (EST)

    Mike Timpane and Marilyn Klinger of SMTD Law, LLP will outline and discuss the ever-evolving types of methodologies that contractors utilize to prove construction damages, that is, claims for additional compensation, assuming they have already proved entitlement.

    Mike Timpane and Marilyn Klinger of  SMTD Law, LLP will outline and discuss the ever-evolving types of methodologies that contractors utilize to prove construction damages, that is, claims for additional compensation, assuming they have already proved entitlement. Some examples include “The Direct Damages” Method (also known as “Actual Cost” or “Discrete Cost”); the Total Cost Method; the Modified Total Cost Method; the Quantum Meruit Method; and the Jury Verdict Method.

    Michael J. Timpane

    Partner, SMTD Law, LLP

    SMTD Law, LLP

    Mike Timpane is a partner with SMTD Law, LLP, and manages SMTD’s Northern California office.  Mike began his career in 1984 with the firm of Knecht, Haley, Lawrence and Smith, became a partner there in 1992, and co-founded the firm of Wolkin and Timpane, LLP in 1995. In  2004, Mike trained and then began practicing as a mediator and arbitrator. After developing a substantial ADR practice, Mike became a member of the JAMS Global Engineering and Construction Group from 2008-2012. Mike joined SMTD Law in 2012, and just celebrated his ninth anniversary with the firm.

    In his 37 years of practice, Mike has focused on litigating and resolving surety and construction matters.  Mike frequently writes and lectures on surety and construction topics, most recently co-authoring Chapter 3 of the 2018 Law of Performance Bonds, published by the ABA, and has presented to the NASBP in the past. Mike also remains a highly experienced and sought-after neutral, with an active private mediaton practice as well as being a member of the AAA Large and Complex Case and Construction Arbitration panels.   

    Marilyn Klinger

    Managing Partner, SMTD Law LLP

    Ms. Klinger serves as the Managing Partner of SMTD Law’s Los Angeles office. She is involved in all aspects of construction law on a state and national level, representing the full spectrum of the construction industry, from owners, contractors, subcontractors and sureties. Ms. Klinger’s practice includes time-related claims and litigation (e.g., delay/impact), legal advice and counsel regarding the contracting process (e.g., bidding and contract disputes/performance bond claims), payment enforcement/defense (e.g. payment bonds/mechanics liens/stop payment notices), administrative and scope claims and litigation (e.g., differing site conditions, change and extra work orders/inadequate plans and specifications and subcontractor substitutions) and counseling and transactional services to the construction industry (e.g., general advice and counsel, including contract preparation, evaluation and negotiation). In addition, she has extensive experience in dispute resolution including litigation, trial, appeals, arbitration and mediation.

    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.

  • Contains 251 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.


  • Contains 52 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/!

  • Contains 3 Component(s)

    The success of the surety industry depends upon experienced leadership, operational discipline, and effective relationship management.

    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 Business Strategy, Culture, Talent Management, Personal Development, Future Trends, and related topics – 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 fourth installment of the Spotlight Series will take place on November 17, 2021 at 2:00 Eastern time, and will feature Michael Fay, SVP - Chief Underwriting Officer, Crum & Forster, Michael Keimig, President and Chief Executive Officer, Markel Surety, Robert Murray, Head of Surety, Zurich, and Howard Cowan, Principal, Cowan-Hill Bond Agency an Acrisure, LLC agency (Moderator).

    Howard Cowan (Moderator)

    Principal, Acrisure, LLC dba Cowan-Hill Bond Agency

    Acrisure, LLC dba Cowan-Hill Bond Agency

    Howard Cowan has 47 years in the surety industry and is Principal of Acrisure, LLC dba Cowan-Hill Bond Agency, a Lubbock, Texas insurance agency, which he started in 1987.

    Howard’s 47-year career in the surety industry began in 1973, when he joined the Safeco Surety Department in Dallas as an underwriter for three years. Afterward, he spent two years as a Regional Surety Manager in Safeco's Nashville office. He returned to Texas in 1977 and worked as an agent with Republic Hogg Robinson. In 1987 he started his own agency.

    He has been an active participant in NASBP educational and legislative programs for 28 years, having served as Chair of the NASBP Finance Committee, Vice Chair of the Industry Relations Committee, Director of the Region 6 Steering Committee, as well as a Texas state government affairs representative. Howard was recently appointed President of the Association.

    Howard has served four years on the Transportation Committee of the Lubbock Chamber of Commerce, two years as President of the Texas Good Roads/Transportation Association, and currently serves as Vice Chairman of the Associates Division of the Associated General Contractors of Texas Highway, Heavy, Utilities, & Industrial Branch and as President of the Texas Surety Federation. In addition, he represents NASBP on the Board of TRIP, a non-profit transportation research group.

    After graduating with a degree in philosophy from Louisiana Tech University of Ruston, Louisiana, in 1967, he attended the University of Munich, in Munich, Germany, under a Fulbright Scholarship in political theology for two years. In 1969, upon his return from Munich, he served in the U.S. Air Force, attending the Defense Language Institute at Syracuse University as an airman, and eventually served as an Airborne Russian Linguist/Intelligence Analyst in Germany until his discharge in late 1972. 

    Michael C. Keimig

    President & Chief Executive Officer

    Markel Surety

    Mike joined SureTec as EVP/COO in 2014. After the acquisition by Markel in 2017, Mike became President/COO and assumed the CEO title in 2019.

    Mike spent 17 years in various leadership roles with Chubb Surety - the last five as Vice President and Texas Regional Surety Manager, responsible for surety operations in Texas, Louisiana, Oklahoma, Arkansas and Mississippi. He started his career with Seaboard Surety in 1991 and spent three years in their Baltimore office, followed by two years in Dallas.  He joined Chubb in 1997 and spent five years in the Dallas office before being named Manager of the Houston branch in 2002.  In 2009, he was promoted to Vice President.

     A native of Maryland, Mike graduated from Mount St. Mary's University in Emmitsburg, Maryland in 1991 with a double major in Finance and Economics.  He served as President of the Houston Chapter of the Construction Financial Management Association (CFMA), as well as President of the Dallas Surety Association. Mike serves on the Board of Directors and the Finance Committee for the SFAA, the Houston Chapter Board for the Insurance Industry Charitable Foundation (IICF), and is currently Chairman of the National Association of Independent Sureties (NAIS). Mike has also served as President of the Dads’ Club for Strake Jesuit College Preparatory (Houston) and currently serves on the Board for St. Agnes Academy (Houston).  

     

    Mike Fay

    Chief Underwriting Officer

    Crum & Forster Surety

    Mike Fay is a seasoned, experienced Surety professional with over 35 years of experience at several top 5 surety companies. He is currently Chief Underwriting Officer at Crum & Forster Surety and has responsibility for setting policies, procedures, guidelines and authorities for the Surety organization. His broad experience includes Contract and Commercial underwriting domestically as well as handling, managing and driving international reverse flow and local indigenous surety business.  His past experience  includes stops at Zurich Surety, AIG (twice), Chubb and Seaboard Surety prior to his employment at Crum & Forster. Other experiences included underwriting and handling large and complex surety risks for multinational companies; operational, budgetary and staffing requirements, as well as reinsurance responsibilities . His International experience included managing AIG’s international surety portfolio at industry leading loss, expense and combined ratios.

     Prior to Surety, Mike had experience at the Bank of New York in their Letter of Credit / Collections area.

     Mike holds a Finance degree from Providence College in Rhode Island. 

    Robert Murray

    U.S. National Accounts Head

    Zurich

    Robert Murray is the Head of Surety for Zurich North America, where since 2016 he has been responsible for managing profit and loss for all North America Surety business. Prior to this role, Murray held leadership positions in Surety and Finance with Zurich as well as other leading insurance carriers and financial institutions.

    Murray currently serves as Vice-Chair of the Surety and Fidelity Association of America’s Board of Directors.  Murray holds an MBA from the Schulich School of Business at York University and a Bachelor of Arts from the Ivey School of Business at the University of Western Ontario.

    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.

  • Contains 3 Component(s) Recorded On: 11/10/2021

    ​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.

  • 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.

  • 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.

  • 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.

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