Catalog Advanced Search

Search by Categories
Search in Packages
Search by Format
Search by Date Range
Products are filtered by different dates, depending on the combination of live and on-demand components that they contain, and on whether any live components are over or not.
Start
End
Search by Keyword
Sort By
  • How Smart Are You Emotionally? – Leadership Series No. 1

    Contains 3 Component(s) Recorded On: 12/08/2015

    Mark Harris shows how to apply emotional intelligence to address personnel issues and to encourage productive relationships in the typical office environment.

    Mark Harris shows how to apply emotional intelligence to address personnel issues and to encourage productive relationships in the typical office environment.

    Mark J. Harris

    Consultant, Harris Development Group

    Mark J. Harris is a consultant focused on relationship building, employee and leadership development, managing diversity and organizational change. He has earned a reputation for his outstanding skills as a content expert, coach and facilitator. In addition to his consulting responsibilities, Mark is frequently asked to speak at colleges and professional association conferences.  Mark was President of the Chicagoland Chapter of the American Society for Training and Development. In addition, he was Co-Director for the Training and Development Interest Group of the Human Resources Management Association of Chicago. Mark holds a Master's Degree in Clinical Social work from the University of Wisconsin and an M.B.A. in Human Resource Management from Temple University. All degrees were received with honors.

  • An Introduction to Probate Bonds: A Guide for Bond Producers and Other Surety Professionals

    Contains 3 Component(s) Recorded On: 11/03/2015

    The Virtual Seminar first addresses the types of probate bonds to ensure a basic understanding of the terminology and situations where a probate bond is required. Mr. Frank then discusses underwriting and issuing probate bonds with a review of specific underwriting considerations. Potential claimants, types of claims and a brief discussion of practical claim handling summarize this topic.

    The Virtual Seminar first addresses the types of probate bonds to ensure a basic understanding of the terminology and situations where a probate bond is required. Mr. Frank then discusses underwriting and issuing probate bonds with a review of specific underwriting considerations. Potential claimants, types of claims and a brief discussion of practical claim handling summarize this topic.

    Jeffrey M. Frank

    Founding Shareholder & Managing Partner, Alber Crafton, PSC

    Jeffrey M. Frank is a founding shareholder and the managing partner of Alber Crafton, PSC, a fidelity and surety law firm, practicing in Troy, Michigan.  He is licensed to practice in Michigan, and is also admitted to the United States District Court, Eastern and Western Districts of Michigan and the Sixth Circuit Court of Appeals.

  • Contract Red Flags from a Commercial Surety Perspective

    Contains 3 Component(s) Recorded On: 10/20/2015

    The bonding of commercial, that is, non-construction contracts are discussed. Mr. Ulmer and Mr. Lavitt review key contract clauses from a commercial surety perspective. Additionally, the commercial surety implications of various bond forms are discussed with a focus on pitfalls to be avoided.

    The bonding of commercial, that is, non-construction contracts are discussed. Mr. Ulmer and Mr. Lavitt review key contract clauses from a commercial surety perspective. Additionally, the commercial surety implications of various bond forms are discussed with a focus on pitfalls to be avoided.

    Robert G. Lavitt

    Robert G. Lavitt, Esq., Travelers Bond and Specialty Insurance

    Robert G. Lavitt, Esq. joined Travelers Bond and Specialty Insurance in November 2000 in the HO Commercial Surety unit.  Bob’s areas of legal expertise are: commercial litigation, admiralty law and bonds, indemnity agreements, DIP bonding facilities, lost instrument bonds, preferences, fraudulent conveyances, injunctive relief, and manuscript bond forms.  Bob spent 12 years as a commercial litigator in private practice in New Jersey, after which he became the Assistant Counsel of Frontier Insurance’s Surety Department in Nashville. Bob received his law degree from Boston University (J.D. 1987) and his undergraduate degree from the University of Chicago (B.A. 1984, English Literature).  Bob is admitted in Connecticut, New Jersey, New York and Tennessee. Bob has an “A/V” rating from Martindale-Hubbell. 

    Craig H. Ulmer

    Underwriting Director, Travelers Bond and Specialty Insurance

    Craig H. Ulmer is an Underwriting Director at Travelers Bond and Specialty Insurance, Commercial Surety in Hartford Connecticut.   After working in commercial banking, Craig has served in multiple roles in surety for the past 25 years in construction surety and commercial surety both in the field and home office.  In addition to his underwriting responsibilities, Craig leads two teams at Travelers Bond and Specialty Insurance, Commercial Surety, focusing on Commercial Contract and Oil & Gas.  Craig received his MBA, cum laude, from the F.W. Olin School of Management at Babson College and is a graduate of Gettysburg College.

  • Revenue Recognition Rebuilt: Part 2 – Why it Matters for Construction Surety Professionals

    Contains 3 Component(s)

    Part II of this series uses examples to illustrate how the 5 steps of the new standard would be applied to highlight areas of expected differences from existing U.S. GAAP for construction contractors. Also discussed are some of the specific nuances of the new guidance which may impact your contractor client base such as variable consideration, uninstalled materials and accounting for contract modifications.

    Part II of this series uses examples to illustrate how the 5 steps of the new standard would be applied to highlight areas of expected differences from existing U.S. GAAP for construction contractors. Also discussed are some of the specific nuances of the new guidance which may impact your contractor client base such as variable consideration, uninstalled materials and accounting for contract modifications.

    Chris Gewain

    Partner, Moss Adams

    Chris has practiced public accounting since 2003. He manages audits for construction and employee benefit plan clients. Chris provides business consulting and accounting services to financial management personnel and owners of construction businesses, including internal control and financial reporting system matters; billing practices and cash flow improvements; business owner succession planning; and tax planning and other compliance issues. He has presented on various topics related to the construction industry and employee benefit plans, and has written numerous articles for construction organizations.

    Bret Rutter

    Bret Rutter, CPA, Partner, Moss Adams LLP

    Bret Rutter is a Partner at Moss Adams LLP’s National Office in Seattle, WA. He provides technical consultations on complex accounting and auditing matters, reviews and evaluates new accounting and auditing standards, and helps develop and maintain his firm’s system of quality control and audit methodology.

  • Revenue Recognition Rebuilt: Part 1 - Overview for Construction Surety Professionals

    Contains 3 Component(s) Recorded On: 09/22/2015

    This presentation shows how the new U.S. GAAP revenue recognition guidance is expected to impact construction contractors’ financial statements and the key metrics used to assess their financial performance, which ultimately impacts the Company’s bonding capacity and pricing. The differences between the existing and new revenue recognition guidance is presented.

    This presentation shows how the new U.S. GAAP revenue recognition guidance is expected to impact construction contractors’ financial statements and the key metrics used to assess their financial performance, which ultimately impacts the Company’s bonding capacity and pricing. The differences between the existing and new revenue recognition guidance is presented. 

    Chris Gewain

    Partner, Moss Adams

    Chris has practiced public accounting since 2003. He manages audits for construction and employee benefit plan clients. Chris provides business consulting and accounting services to financial management personnel and owners of construction businesses, including internal control and financial reporting system matters; billing practices and cash flow improvements; business owner succession planning; and tax planning and other compliance issues. He has presented on various topics related to the construction industry and employee benefit plans, and has written numerous articles for construction organizations.

    Bret Rutter

    Bret Rutter, CPA, Partner, Moss Adams LLP

    Bret Rutter is a Partner at Moss Adams LLP’s National Office in Seattle, WA. He provides technical consultations on complex accounting and auditing matters, reviews and evaluates new accounting and auditing standards, and helps develop and maintain his firm’s system of quality control and audit methodology.

  • Professional Liability Insurance is Evolving: Learn What the Changes Mean to Contracting Firms

    Contains 3 Component(s) Recorded On: 08/18/2015

    This presentation gives you an update of the changing marketplace related to the nature and scope of professional liability insurance coverage.

    This presentation gives you an update of the changing marketplace related to the nature and scope of professional liability insurance coverage.

    Frank Musica

    Senior Risk Management Attorney, Victor O. Schinnerer & Company

    Frank Musica is senior risk management attorney with Victor O. Schinnerer & Company, Inc., the underwriting manager for CNA’s professional liability program for design firms.  Schinnerer, which developed the first insurance policy and risk management program for architects and engineers in 1956, added Frank to its office for professional liability research in 1991 after he had spent two decades working with design firms and their professional associations.  With his education in architecture, business and law and his practice experience, Frank develops risk management information from Schinnerer’s base of professional liability claims information and looks ahead at changes in the marketplace for professional services, in the legal treatment of design responsibility, and in the interaction between technological and information management advances and practice management techniques and responsibilities. Frank works directly with policyholders by providing educational and management assistance services, interacts with associations, government agencies and clients of the design industry, and creates serial and special interest publications on risk management techniques including the website publications on www.Schinnerer.com/AEriskmanagement.

  • Working in Different States: A Map to the Varying State Laws that Limit and Supersede Construction Contracts (Part II)

    Contains 3 Component(s) Recorded On: 07/28/2015

    This presentation shows the risk involved in similar construction projects and contracts changes from state to state because each state’s laws govern performance of the work differently. Participants learn more ways that the laws of different states affect project risk by dictating the terms of: qualifying to do the work, bidding and proposing, subcontracting, payment security through liens and payment bonds, time limitations on claims, and enforcement of ethics and integrity in contracting.

    This presentation shows the risk involved in similar construction projects and contracts changes from state to state because each state’s laws govern performance of the work differently. Participants learn more ways that the laws of different states affect project risk by dictating the terms of: qualifying to do the work, bidding and proposing, subcontracting, payment security through liens and payment bonds, time limitations on claims, and enforcement of ethics and integrity in contracting.

    Doug Tabeling

    Partner, Smith, Currie & Hancock LLP

    Doug Tabeling is an attorney and partner in Smith, Currie & Hancock LLP, a national law firm focused on construction law and government contracts. Doug represents and counsel contractors, owners, developers, designers, subcontractors, suppliers, sureties, and insurers in commercial transactions, compliance matters, and disputes with private parties and government agencies. His practice is devoted to helping clients initiate and complete successful construction projects and to resolving disputes on those projects. Doug is actively involved in The Associated General Contractors of America. He is the Vice Chair of AGC of America's Construction Leadership Council Steering Committee, a member of AGC of America's Project Delivery Forum Steering Committee, and the Editor of AGC of America’s State Construction Law Matrix. He is also a member of AGC Georgia's Board of Directors, a member of AGC Georgia's Legislative Committee, and a past Chairman of AGC Georgia's Young Leadership Program. Doug is the author of four chapters on the ConsensusDocs contract forms in the book “Alternative Clauses to Standard Form Construction Contracts,” and he is the co-author of the Georgia chapter in the American Bar Association’s “State-by-State Guide to Construction & Design Law.”

  • Working in Different States: A Map to the Varying State Laws that Limit and Supersede Construction Contracts (Part I)

    Contains 3 Component(s) Recorded On: 07/14/2015

    This seminar explores how the laws of different states limit the terms of construction contracts in different ways, which changes the risk profile on similar projects and contracts from state to state. Participants learn the various ways states limit or nullify the enforceability of certain common risk-shifting contract clauses concerning payment, project delays, indemnity, and dispute resolution.

    This seminar explores how the laws of different states limit the terms of construction contracts in different ways, which changes the risk profile on similar projects and contracts from state to state. Participants learn the various ways states limit or nullify the enforceability of certain common risk-shifting contract clauses concerning payment, project delays, indemnity, and dispute resolution.

    Doug Tabeling

    Partner, Smith, Currie & Hancock LLP

    Doug Tabeling is an attorney and partner in Smith, Currie & Hancock LLP, a national law firm focused on construction law and government contracts. Doug represents and counsel contractors, owners, developers, designers, subcontractors, suppliers, sureties, and insurers in commercial transactions, compliance matters, and disputes with private parties and government agencies. His practice is devoted to helping clients initiate and complete successful construction projects and to resolving disputes on those projects. Doug is actively involved in The Associated General Contractors of America. He is the Vice Chair of AGC of America's Construction Leadership Council Steering Committee, a member of AGC of America's Project Delivery Forum Steering Committee, and the Editor of AGC of America’s State Construction Law Matrix. He is also a member of AGC Georgia's Board of Directors, a member of AGC Georgia's Legislative Committee, and a past Chairman of AGC Georgia's Young Leadership Program. Doug is the author of four chapters on the ConsensusDocs contract forms in the book “Alternative Clauses to Standard Form Construction Contracts,” and he is the co-author of the Georgia chapter in the American Bar Association’s “State-by-State Guide to Construction & Design Law.”

  • The New DBIA Bond Forms

    Contains 3 Component(s) Recorded On: 06/16/2015

    This seminar explores the new surety bond forms published by The Design-Build Institute of America (DBIA) which were specially written for design-build projects, and endorsed by both SFAA and NASBP. This is the most comprehensive family of bond forms, 15 in all, for design-build projects.

    This seminar explores the new surety bond forms published by The Design-Build Institute of America (DBIA) which were specially written for design-build projects, and endorsed by both SFAA and NASBP. This is the most comprehensive family of bond forms, 15 in all, for design-build projects.

    G. William Quatman

    General Counsel, Burns & McDonnell Engineering Co., Inc.

    G. William Quatman, Esql, FAIA, DBIA is a licensed architect and attorney who is General Counsel to Burns & McDonnell Engineering Co., Inc., an integrated design-build firm (ranked as #14 on Engineering News Record’s Top Design-Build Firms in 2014). Prior to going in-house, Bill was a partner in a major law firm in Kansas City with 25 years of experience in construction law. He is an internationally recognized author and speaker on construction law and on design-build. Bill is Vice-Chair of the Design-Build Institute of America (DBIA) and will be the 2016 Chairman.  He is past Chair of the DBIA Contracts Task Force and was the principal author of DBIA’s new bond forms.

     

    In 2006, AIA National President Kate Schwennsen, FAIA said, “A recognized authority on design-build, he has earned the reputation as the Institute’s Mr. Design-Build.”  Bill has extensive experience in the area of state and Federal legislation for design-build and alternative project delivery and is past national chairman of DBIA's Laws Committee.  In 2007, Bill was AIA’s National Chairman of the Design-Build Knowledge Community which had over 8,500 members. He has spoken at ten AIA and seven DBIA National Conventions on design-build and other topics, and he has given presentations on design-build across the United States, in Canada, England and Puerto Rico.  

  • Expedited Dispute Resolution Bond for P3 Projects

    Contains 3 Component(s) Recorded On: 06/09/2015

    The P3 bond form that was issued on the Pennsylvania Rapid Bridges Project and an Indianapolis courthouse project and the details into the development and mechanics of this new P3 bond that received S&P approval and credit rating is discussed. Explanation and instructions regarding the JAMS dispute resolution that is an integral part of the Expedited Dispute Resolution P3 bond is also reviewed.

    The P3 bond form that was issued on the Pennsylvania Rapid Bridges Project and an Indianapolis courthouse project and the details into the development and mechanics of this new P3 bond that received S&P approval and credit rating is discussed. Explanation and instructions regarding the JAMS dispute resolution that is an integral part of the Expedited Dispute Resolution P3 bond is also reviewed.

    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.

    Stan Halliday

    Chief Underwriting Officer, Travelers Bond & Specialty Insurance

    Stan is currently the Chief Underwriting Officer for Travelers Bond & Specialty Insurance, Construction Services, National Accounts in Hartford, Connecticut.  Stan graduated Summa Cum Laude from Old Dominion University, Norfolk, Virginia, in 1987. In 1987, he began his Bond career with Aetna Casualty & Surety in Jacksonville, Florida where he spent one year in the training program.  In 1988, he was transferred to Cleveland, Ohio where he served in various capacities with increased responsibility within Aetna’s Bond Department.  In 1996, Aetna’s Property & Casualty operations were merged with Travelers Property Casualty Corp.  Shortly thereafter, Stan was transferred to Omaha, Nebraska as an Underwriting Director for Construction Services for the Minneapolis Hub.  In 2003, Stan transferred to the Home Office in Hartford, CT to work in the Construction Services National Account Unit as and Underwriting Director and Regional Underwriting Officer.  In 2012, he was promoted to his current role in Construction Services.  Stan has significant experience underwriting large complex contractors and projects, including underwriting most of the major infrastructure and building projects in North America over the last ten years.  

    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