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  • Information Systems – Tune Up or Major Overhaul?

    Contains 3 Component(s) Recorded On: 02/24/2015

    This presentation evaluates whether a legacy software presents a risk to efficiency, reliability, scalability, or sustainability of a particular construction contractor. How to prepare a contractor for the cost, time and energy that a successful IT project or system selection and implementation may demand is also covered.

    This presentation evaluates whether a legacy software presents a risk to efficiency, reliability, scalability, or sustainability of a particular construction contractor. How to prepare a contractor for the cost, time and energy that a successful IT project or system selection and implementation may demand is also covered.

    Bob Sniegowski

    Principal & Consultant, CliftonLarsonAllen

    Bob Sniegowski is a principal and consultant with CliftonLarsonAllen’s Construction and Real Estate group. After working within the construction industry for 24 years, he joined the firm in 1998. Bob is the principal in charge of CliftonLarsonAllen’s construction consulting practice and specializes in operations consulting and implementation of technology to construction companies, as well as dispute resolution support services to attorneys.

  • Helping Clients Preserve or Improve Their Personal Credit

    Contains 3 Component(s) Recorded On: 02/17/2015

    This presentation covers the major credit reporting agencies, their coverage and similarities. Points of interest include: how are scores developed and scaled; the impact scores have on your financial life; major factors that are contributors to the credit score; and steps you can take to improve your score.

    This presentation covers the major credit reporting agencies, their coverage and similarities. Points of interest include: how are scores developed and scaled; the impact scores have on your financial life; major factors that are contributors to the credit score; and steps you can take to improve your score.

    David Graves

    Executive Vice President, DMS

    David Graves has been with DMS for 16 years. He currently supervises key areas, including programming and operations as well as the Decision Science, Business Solutions and Sales groups.  As a key company leader, he maintains a diverse set of responsibilities and insights into all aspects of company operations. He works closely with all DMS managers to consult and guides internal teams on new product development efforts.

    Early in his tenure at DMS, Mr. Graves served as vice president of the Decision Science Group for nearly 13 years, during which time he oversaw product development of numerous credit- and risk-based solutions in modeling and analytics. Prior to joining DMS in 1998, Mr. Graves worked over 14 years developing financial models and loan origination systems at key technology firms, including EDS, GM and HP. He earned his bachelor’s from Sam Houston State University, Texas.

  • Dealing with Downstream Default: What are the Risks and How do you Reduce Them (Part II)

    Contains 3 Component(s) Recorded On: 12/09/2014

    Where Part I focused on pre-award risks and strategies with an emphasis on doing your homework. Part II focuses on post-award risks and strategies.

    Where Part I focused on pre-award risks and strategies with an emphasis on doing your homework. Part II focuses on post-award risks and strategies.

    David Jean

    Principal, Albin, Randall & Bennett

    David Jean is a principal at Albin, Randall & Bennett specializing primarily in financial accounting and consulting for construction, manufacturing and real estate development companies. He provides tax, accounting and management advisory services to contractors, manufacturers and developers throughout New England. Mr. Jean also serves as the Managing Partner of New England Funds Control, LLC (NEFC), a wholly-owned subsidiary of ARB. NEFC specializes in providing funds control services for sureties, contractors and banks.

    David Ray

    Shareholder, Bernstein Shur

    David Ray is a shareholder with Bernstein Shur and member of the Construction Practice and Litigation Group. He represents contractors, subcontractors, developers, lenders, sureties, and owners in all phases of construction law from bidding issues to job problems, mechanics’ liens, bond claims, design error and omission claims, and insurance coverage issues, commercial and insurance.  Mr. Ray also serves as a mediator and arbitrator for construction, commercial, and general civil disputes. 

  • Dealing with Downstream Default: What are the Risks and How do you Reduce Them (Part I)

    Contains 3 Component(s) Recorded On: 11/18/2014

    Where Part I focused on pre-award risks and strategies with an emphasis on doing your homework. Part II focuses on post-award risks and strategies.

    Where Part I focused on pre-award risks and strategies with an emphasis on doing your homework. Part II focuses on post-award risks and strategies.

    David Jean

    Principal, Albin, Randall & Bennett

    David Jean is a principal at Albin, Randall & Bennett specializing primarily in financial accounting and consulting for construction, manufacturing and real estate development companies. He provides tax, accounting and management advisory services to contractors, manufacturers and developers throughout New England. Mr. Jean also serves as the Managing Partner of New England Funds Control, LLC (NEFC), a wholly-owned subsidiary of ARB. NEFC specializes in providing funds control services for sureties, contractors and banks.

    David Ray

    Shareholder, Bernstein Shur

    David Ray is a shareholder with Bernstein Shur and member of the Construction Practice and Litigation Group. He represents contractors, subcontractors, developers, lenders, sureties, and owners in all phases of construction law from bidding issues to job problems, mechanics’ liens, bond claims, design error and omission claims, and insurance coverage issues, commercial and insurance.  Mr. Ray also serves as a mediator and arbitrator for construction, commercial, and general civil disputes. 

  • The New Revenue Recognition Standard – What It Means

    Contains 3 Component(s) Recorded On: 11/04/2014

    Learn about developments related to the new accounting standard on revenue recognition, which touches on the history of the standard and what it means for contractors.

    Learn about developments related to the new accounting standard on revenue recognition, which touches on the history of the standard and what it means for contractors.

    Tim Wilson

    National Industry Partner, BKD National Construction & Real Estate Group

    Tim Wilson is a 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.  He is a member of the American Institute of CPAs, Missouri Society of Certified Public Accountants and serves on the Emerging Issues Committee for CFMA, is co-chair of the AICPA Revenue Recognition Task Force for Engineering and Construction, the Financial Issues Committee of Associated General Contractors, and the CPA Advisory Council for the National Association of Surety Bond Producers.

  • Joint Ventures in Construction

    Contains 3 Component(s) Recorded On: 10/21/2014

    The presentation also addresses special jv issues related to surety bonds, minority businesses, Design-Build contracts, and P3s.

    We address the critical issues that surety bond producers must understand about joint ventures (jv) including: formation issues, types, jvs vs teaming agreements, structure, ownership, capitalization, profits, management, equipment and manpower, subcontracting, defaults, withdrawal or dissolution, insurance and bonding, and dispute resolution. 

    Adrian Bastianelli

    Co-Managing Partner, Peckar & Abramson

    Adrian Bastianelli is the co-managing partner of Peckar & Abramson's Washington, DC office. He has drafted and handled numerous disputes arising out of Joint Venture agreements. Mr. Bastianelli is a fellow of the American College of Construction Lawyers and has served on its Board of Governors and as the co-chair of its ADR Committee. He also is a past Chair of the American Bar Association (ABA) Forum on the Construction Industry and past President of the Washington Building Congress. He received the prestigious Cornerstone Award from the ABA Forum on the Construction Industry. Mr. Bastianelli served as the Editor of both The Journal of the American College of Construction Lawyers and The Construction Lawyer. He is a co-editor of Federal Government Construction Contracts and Construction ADR .He has an active ADR practice, having served as an arbitrator and a mediator on hundreds of disputes.

    Paul Monte

    Co-Managing Partner, Peckar & Abramson

    Paul Monte is the co-managing partner of Peckar & Abramson’s New York office. He concentrates his practice in construction and government contract law. Mr. Monte counsels many of the nation’s leading civil, road, tunnel, and infrastructure contractors and has successfully settled and litigated numerous complex claims against public and private owners, including agencies and authorities of the State and City of New York, the various divisions of the MTA, and the Port Authority. Mr. Monte has regularly drafts and negotiates Joint Venture agreements and has been involved in resolving numerous disputes arising out of Joint Venture agreements.

    Michael Zisa

    Partner, Peckar & Abramson

    Michael Zisa is a partner with Peckar & Abramson who has provided legal counsel to surety and construction clients in all aspects of their business operations for more than a decade.  His work for surety clients includes analysis and defense of payment bond and performance bond claims, negotiation and administration of takeover arrangements, and prosecution of subrogation and indemnity actions. Mr. Zisa assists his construction clients with contract negotiation, project administration and claim preparation, analysis, and resolution. Mr. Zisa is also well versed in the litigation process having successfully represented sureties, general contractors, subcontractors, and owners in litigation before federal and state courts as well as various contract appeals boards and in alternative dispute resolution forums.  Mr. Zisa regularly speaks on construction and surety issues and was recently recognized by Washington, D.C. Super Lawyers in the areas of construction litigation, surety and government contracts.

  • Surety Reinsurance and its Role in the Market

    Contains 3 Component(s) Recorded On: 10/07/2014

    A broad array of small, regional and large insurers are involved in various types of surety products and often form surety reinsurance relationships as part of a risk management and risk financing strategy. This surety reinsurance discussion touches on some of the basic characteristics of the industry and its participants.

    A broad array of small, regional and large insurers are involved in various types of surety products and often form surety reinsurance relationships as part of a risk management and risk financing strategy. This surety reinsurance discussion touches on some of the basic characteristics of the industry and its participants.

    Jim McMahon

    Manager, Gen Re Surety and Fidelity

    Jim is the manager of Gen Re’s Surety and Fidelity business, responsible for marketing and underwriting the bond portfolio across the US and Canada.  He started his insurance career with Chubb in 1979, working in various regions out of offices in Chicago, Atlanta, Philadelphia and London. Jim joined General Re in 1993.

    Jim is a past representative to the board of the Surety and Fidelity Association of America with active participation on the Government Affairs Advisory Committee, the Contract Bonds Advisory Committee and the Small and Emerging Contractors committee. As an industry speaker, Jim has presented at numerous Surety and Fidelity events including NAIS, NASBP and SFAA. He received his BA in Economics and History from Duke University and his MBA from The Cass Business School, City University in London, England. He also studied Alternative Dispute Resolution, Negotiation and Mediation at NYU, Contract Law at the Wharton Business School and Accounting at Mercer University.

  • Fraud in the Construction Industry

    Contains 3 Component(s) Recorded On: 09/23/2014

    When things are going well in the construction industry and contractors are busy, management can take their eyes off the ball and fraud can occur. When things are going poorly in the construction industry and contractors are not busy, employees are looking for ways to make more money and fraud can occur. There are ways contractors can keep fraud from happening-in good times and bad.

    When things are going well in the construction industry and contractors are busy, management can take their eyes off the ball and fraud can occur. When things are going poorly in the construction industry and contractors are not busy, employees are looking for ways to make more money and fraud can occur. There are ways contractors can keep fraud from happening-in good times and bad.

    Joel K. Bobo

    CPA, Horne LLP

    Joel is an assurance partner and the firmwide industry director for construction. Joel provides assurance and advisory services to large privately owned companies. He serves on HORNE’s Board of Directors.  Mr. Bobo  has more than 25 years of public accounting experience providing assurance and advisory services to clients, including specific knowledge of construction, non-profits and small businesses. With several professional affiliations with one being Construction Industry CPAs/Consultants Association, President.

  • Preventing Construction Defects and Mitigating Damages

    Contains 3 Component(s) Recorded On: 09/09/2014

    Construction defect claims are very complex and often result in significant costs and litigation involving multiple parties. This is not limited to one part of the country or a particular type of construction.

    Construction defect claims are very complex and often result in significant costs and litigation involving multiple parties. This is not limited to one part of the country or a particular type of construction. This presentation enables you to: identify the inherent challenges and complexity associated with construction defect claims; identify the important documents needed to defend against construction defect allegations; and explore opportunities to prevent or minimize construction defects during preconstruction.

    Michael W. Koppang

    Michael (Mike) Koppang, Director, Risk Control, Travelers Insurance

    Michael (Mike) Koppang, Director, Construction Claim Services, is currently responsible for a group of 10 construction engineers, architects and forensic specialists located throughout the country. Mike and his team assist construction claim professionals and defense attorneys to understand complex aspects of construction defect claims through on-site investigations, products failure analyses and design validation. Results from these efforts are aggregated and leveraged in loss prevention efforts through customer interactions.

     Prior to joining Travelers, Mike spent eight years working for a high-profile construction management firm coordinating construction activities of high-rise buildings, laboratories, hospitals and schools. Mike’s eight years of experience as a Superintendent with the construction management firm included reinforced concrete construction, elevators, roof installations, vivarium construction, mechanical systems, life safety testing and code compliance. Prior to working in construction management, Mike worked in the Design Service Center for a national engineering consulting firm. Mike graduated from The University of Massachusetts Lowell with a Bachelor of Science degree in Civil Engineering.

    Ken Wengert

    Regional Director for Construction Risk Control, Travelers

    Ken Wengert has been with Travelers since 2000, currently serving as Regional Director for Construction Risk Control in the Northeast and Metro Regions. Prior to joining Travelers he held various leadership roles at a national insurance carrier, largely focused on contractors with loss sensitive and owner/contractor controlled insurance programs. Ken has worked with many small, mid-size and large construction firms engaged in a wide range of projects including infrastructure, education, healthcare, general building, heavy civil, semiconductor, steel, energy and biopharma construction.

    Ken has worked in risk control and safety management since 1992, dedicating his efforts to resolving complex client issues and providing technical insight for business partners in claim and underwriting. He is a Certified Safety Professional and a Professional Member of the American Society of Safety Engineers, currently serving as Secretary and Government Affairs Chair of the Eastern New York Chapter. He is actively involved with the Associated General Contractors of New York State, including participation on

    the Safety Committee and currently serving as Chair of the AGC of NYS Code Rule 61 - Crane Regulation Revision Task Force. In addition to being a Habitat for Humanity volunteer, Ken also participates in military veteran service organizations such as the Military Caddy and American Corporate Partners programs.

  • Cyber Crime and Information Security Trends

    Contains 3 Component(s) Recorded On: 08/26/2014

    Businesses that typically have not thought themselves at risk for cyber-attacks are being targeted like never before.

    Businesses that typically have not thought themselves at risk for cyber-attacks are being targeted like never before. This session describes the threat landscape, discusses common attack methods, and provides critical insight as to how businesses can effectively address this emerging threat.

    Mark A. Eich

    Principal, Information Security Group, CliftonLarsonAllen

    Mark is principal in charge of the Information Security Group at CliftonLarsonAllen.  He has over 26 years experience in auditing and technology consulting.  In this position, he has actively led many IT audits and security assessments for clients in a range of industries and with a diversity of operating environments. 

    Mark has long recognized the need for IT auditing and consulting services that integrate with and complement the internal audit function. He emphasizes the integration of business issues into the overall framework of IT security to ensure that business requirements are met in a sound and secure manner. Mark, a Certified Public Accountant, earned the Certified Information System Auditor (CISA) designation from the Information Systems Audit and Control Association (ISACA) in 1995. He is a frequent speaker on information security topics at national conferences and has delivered over 100 presentations on multiple topics.  He currently serves on the Data Integrity Task Force for the AICPA. Mark is a nationally recognized speaker on information security topics.  He has been engaged by the Independent Community Bankers Association to provide semi-annual IT audit training for bank internal auditors.