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  • Contains 3 Component(s) Includes a Live Web Event on 10/04/2022 at 2:00 PM (EDT)

    Surety claims departments serve a vital function in the bonding process by, among other services, investigating claims on bonds and ensuring that the “bond promise” is fulfilled.

    Surety claims departments serve a vital function in the bonding process by, among other services, investigating claims on bonds and ensuring that the “bond promise” is fulfilled. 

    During this Virtual Seminar we are joined by claims attorney Rachel Walsh with Liberty Mutual, who will share examples and stories as she discusses the means by which claims groups consistently add value to surety organizations. She will discuss the essential services that claims departments provide to customers, as well as the important role that bond producers can play in the claims process.

    ​Rachel Walsh

    Senior Surety Counsel

    Liberty Mutual Insurance Company

    Rachel Walsh is Regional Vice President – Northeast Claims for Liberty Mutual Insurance Company. Before joining Liberty Mutual, she practiced at Krebs, Farley & Pelleteri, PLLC in New Orleans, Louisiana, where she focused on surety and fidelity law and construction litigation. Ms. Walsh received her Juris Doctor, magna cum laude, from Loyola University New Orleans in 2007 and a Bachelor of Arts, cum laude, from Tulane University in 2004. She serves as an Assistant Bar Examiner for the State of Louisiana, routinely speaks at American Bar Association and industry events regarding various aspects of surety law, and additionally serves as a Vice President of the Philadelphia Surety Claims Association. 

    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 267 Product(s) 1 new product(s) added recently

    ​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 3 Component(s)

    The Department of Defense (DoD) recently released guidance on the circumstances in which contracting officers may offer economic price adjustments to contractors with fixed price contracts.

    The Department of Defense (DoD) recently released guidance on the circumstances in which contracting officers may offer economic price adjustments to contractors with fixed price contracts.  This guidance directly impacts contractors affected by unprecedented inflation and provides important insights on how contractors might protect themselves from similar circumstances moving forward.

    On September 29, 2022, join attorneys Barron Avery, Clara Kollm, and Sarah-Jane Lorenzo with the firm of Morgan, Lewis & Bockius for a virtual seminar where they will discuss the guidance and its applicability to your clients’ business. 

    W. Barron A. Avery

    Partner

    Morgan, Lewis & Bockius

    Barron Avery, who leads the firm's government contracts practice, advises and represents government contractors and subcontractors in a wide range of matters involving all aspects of federal government contracting. With substantial knowledge of the rules and regulations that drive the government contracts industry, Barron provides knowledgeable day-to-day advice and counseling to government contractors.

    Complementing his government contracts counseling practice, Barron has experience litigating matters on behalf of government contractors and subcontractors. He regularly brings and defends bid protests at the Government Accountability Office (GAO) and the Court of Federal Claims (COFC), representing clients in a wide range of industries. He also has experience litigating contract disputes before the COFC and boards of contract appeals, particularly the Armed Services Board of Contract Appeals (ASBCA) and the Civilian Board of Contract Appeals (CBCA), as well as other federal contract appeals boards.

    Clara Kollm

    Associate

    Morgan, Lewis & Bockius

    Clara Kollm practices high-stakes commercial litigation, with a focus on complex government contracting issues.  Clara has appeared before the Armed Services Board of Contract Appeals and Civilian Board of Contract Appeals and has experience representing commercial item subcontractors in federal False Claims Act ligation.  Clara also focuses on software licensing and implementation disputes. In one such dispute, she obtained a unanimous defense verdict for a Fortune 25 company after a two-week jury trial. She has litigated issues related to business torts, breaches of contract, and the Contracts Disputes Act, Americans with Disabilities Act, Voting Rights Act, and Copyright Act.

    Clara holds a J.D. from Georgetown University Law Center, where she served as a senior editor on the Georgetown International Environmental Law Review. Prior to attending law school, she worked in New Delhi, India with a waste management nonprofit. Previously, Clara served as a judicial intern for Judge Paul L. Friedman of the US District Court for the District of Columbia.

    Sarah - Jane Lorenzo

    Associate

    Sarah-Jane Lorenzo focuses her practice on regulatory compliance matters, government contracts, and related litigation. Before law school, Sarah-Jane worked as a journalist and spent time as a research associate at an education policy nonprofit where she analyzed trends in state and federal legislation. Her publications have been featured in or cited by national news outlets including The Washington Post, National Review, and Politico. Sarah-Jane is admitted in Ohio only, and her practice is supervised by Texas Bar members.

    During law school, Sarah-Jane served on the editorial board of the Virginia Journal of International Law and participated in the law school’s First Amendment Clinic.

    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 72 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 2 Component(s)

    You won't want to miss this economic update presented by economist Dr. Chris Kuehl at NASBP's 2020 East Meeting!

    You won't want to miss this economic update presented by economist Dr. Chris Kuehl at NASBP's 2020 East Meeting! 

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    * All paid in-person attendees at the 2022 East Meetin have been given a discount code which allows them complimentary access to this content. If you were registered for NASBP's 2022 East Meeting and need the discount code to view the recorded sessions, just email prodev@nasbp.org

    Dr. Christopher Kuehl

    Co-Founder and Managing Director, Armada Corporate Intelligence

    Dr. Chris Kuehl serves as Armada’s Chief Economist working with a wide variety of private clients and professional associations over the last 21 years. He serves as the Chief Economist for several national business associations. He is also the Economic Analyst for the Fabricators and Manufacturers Association and writes their bi-weekly publication, Fabrinomics, which details the impact of economic trends on manufacturers.

    Chris is one of the chief editors for the Armada Flagship Brief, which hits several thousand business executives three times a week.

    As a popular keynote speaker, he makes approximately 100 presentations each year to business and industry associations in the US and overseas.

    Chris has a doctorate in Political Economics and advanced degrees in Soviet Studies and Asian Studies and was a professor of international economics and finance for over 15 years prior to starting Armada.
    Flagship Report.

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  • Contains 3 Component(s)

    The Inflation Reduction Act (IRA) of 2022 was signed into law by President Biden on August 16, 2022, and contains various provisions related to climate change, healthcare, and taxes, that directly affect individuals and businesses alike. Although they weren’t advertised as much, many provisions in the IRA directly impact the construction industry.

    The Inflation Reduction Act (IRA) of 2022 was signed into law by President Biden on August 16, 2022, and contains various provisions related to climate change, healthcare, and taxes, that directly affect individuals and businesses alike. Although they weren’t advertised as much, many provisions in the IRA directly impact the construction industry. 

    On Wednesday, September 21, 2022, join Marty McCarthy, CPA, CCIFP, for a virtual seminar where he will discuss the IRA, the latest information from the IRS, and their applicability to your client’s business, and answer questions.

    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).

    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)

    Subcontractor bond forms pose significant risks and obligations for general contractors, subcontractors, and indemnitors. There is no such thing as a standard subcontractor performance bond.

    Subcontractor bond forms pose significant risks and obligations for general contractors, subcontractors, and indemnitors. There is no such thing as a standard subcontractor performance bond.

    This NASBP Virtual Seminar, led by Smith, Currie & Hancock Partner Brian Wolf, will provide important information for surety professionals and both their contractor and subcontractor clients regarding the language and negotiation of subcontractor performance bonds, how to trigger coverage of a performance bond, and how to navigate the tricks and traps of a performance bond claim. Additional topics covered will include:

    • What notices are required under a subcontractor performance bond;
    • What does the performance bond cover;
    • Who can make a claim against the subcontractor performance bond; and
    • What are the differences between some of the standardized industry bond forms, such as the AIA and ConsensusDocs forms.

    Brian Wolf

    Partner

    Smith, Currie & Hancock LLP

    Brian A. Wolf is a partner in the Fort Lauderdale office of Smith, Currie & Hancock LLP.  He is Board Certified in Construction Law by the Florida Bar and AV® Peer Review Rated by Martindale-Hubbell.

    Brian’s practice is concentrated in the defense and prosecution of complex construction and design claims involving both public and private projects.  His practice includes all facets of construction law, including representation of construction managers, contractors, public and private owners, design professionals, sureties, subcontractors, material suppliers and others, in State and Federal Court, arbitration and mediation. Brian regularly litigates claims on a wide variety of projects, including mixed-use high rise buildings, airports, road and bridge construction, commercial and municipal buildings, water and wastewater projects, schools, parking garages, condominiums, hotels, multi-family and retail projects. Brian is experienced in the preparation and negotiation of public and private construction and design contracts.  He provides advice and counsel regarding alternative project delivery including public private partnerships, design-build, DBO, and DBOF projects. Additionally, Brian is knowledgeable in all aspects of Florida surety and construction lien laws.

    Brian is the author of chapters Four and Fourteen of Florida Construction Law & Practice, published by the Florida Bar. Brian is a contributing editor of Common Sense Construction Law and the author of Florida Lienlaw Online, Construction Publications, Inc. Brian is a frequent lecturer on construction law and has presented for several organizations including The Florida Bar and The Associated Builders and Contractors. Brian is the  past chairman of the Construction Law Committee of the Florida Bar, Real Property, Probate and Trust Law Section, and past chairman of the Construction Law Committee of the Broward County Bar Association. He is a member of the Board of Directors of the Associated Builders & Contractors, Florida East Coast Chapter, and a member of the State Board of Directors of the Associated Builders and Contractors, Florida. He maintains active memberships in the Associated Builders and Contractors, Construction Association of South Florida, South Florida Associated General Contractors of America, Construction Financial Managers Association South Florida, Engineering Contractors Association, and the Florida Transportation Builders Association. During law school, he served as intern to Honorable Judge Elizabeth A. Kovachevich, United States District Court Middle District of Florida, and a teaching fellow at Stetson University College of Law, Trial Practice, Professor William Eleazar.

    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)

    Terminations are extreme remedies, but they do happen.

    Terminations are extreme remedies, but they do happen. When an obligee terminates a contractor for failure to perform under a bonded contract the surety will determine if the obligee has triggered the surety’s obligations to act under the bonded contract and express terms of the performance bond. 

    Marilyn Klinger, a partner at SMTD Law, will examine the possibilities of negotiating a settlement, possibility of takeover, financing, paying the obligee, buying out the bond, or denying the claim. This examination will include examples that help to bring to light the nuances that make up the complex realities of default terminations.

    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 3 Component(s) Recorded On: 07/12/2022

    Take a deep dive into the unique aspects of a contractor’s balance sheet and focus on the line items with the greatest risk.

    During this NASBP Virtual Seminar, we are joined by Julian Xavier of CLA (CliftonLarsonAllen LLP) who will discuss and take a deep dive into the unique aspects of a contractor’s balance sheet, focusing on the line items with the greatest risk. We will also highlight key footnote disclosures to look for that help explain and support the various balance sheet line items.

    Julian Xavier

    Principal In Charge, CliftonLarsonAllen LLP

    Julian is the Principal-In-Charge of CliftonLarsonAllen LLP's Walnut Creek office. He is a member of the firm's Executive Leadership Team for the Construction Industry group and has nearly three decades of experience in accounting in the construction industry. Before joining CliftonLarsonAllen, Julian spent time as a controller with a large general contractor based out of Northern California.

    Julian is a member of the AICPA, California Society of Certified Public Accountants, Construction Financial Management Association and a member of the CPA Advisory Council to the National Association of Surety Bond Producers.  Julian is also the Chairman of the AICPA's National Construction Industry Program Conference Planning Committee for the 2017 Conference.

    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)

    Bid protests are a key element of the federal procurement process. And whether contractors are submitting a proposal, filing a protest, or defending their award, bid protest decisions can impact not only the contract, but future outcomes and the overall award process.

    Bid protests are a key element of the federal procurement process. And whether contractors are submitting a proposal, filing a protest, or defending their award, bid protest decisions can impact not only the contract, but future outcomes and the overall award process. Decisions from 2021 are no exception. With implications for everything from filing deadlines to a protester’s burden of proof, 2021 decisions illustrate important considerations for government contractors, clarify key regulations, and highlight potential outcome trends for 2022 and beyond. Bond producers, sureties, and government construction contractors will not want to miss this important seminar on significant bid protest decisions.

    Join Katie Burrows and Eric Valle, attorneys in PilieroMazza’s Bid Protests and Government Contracts practice groups, as they discuss 2021 decisions that will shape the bid protest landscape going forward. 

    They’ll cover:

    • key decisions from 2021 and their implications;
    • outcome trends to watch; and
    • bid protest strategies for 2022

    Katherine B. Burrows

    Partner

    Piliero Mazza

    As a government contracts lawyer and litigator, Katie counsels and represents government contractors in bid protests, requests for equitable adjustment, external investigations, qui tam suits under the False Claims Act, contract claims, including terminations for convenience and default, and disputes between subcontractors and prime contractors. Katie also advises on Federal Acquisition Regulation (FAR) clauses and “flow-down” requirements, teaming agreements and subcontracts; assists buyers and sellers in due diligence for mergers and acquisitions; counsels on compliance with government ethics rules, Inspector General investigations, and handles a wide variety of other federal, state, and local procurement issues.

    Bid protests are a significant part of Katie’s practice, representing government contractors before the Government Accountability Office, the U.S. Court of Federal Claims, the U.S. Court of Appeals for the Federal Circuit, and numerous federal and state agencies.

    A strong supporter for client rights, Katie also litigates complex contract cases before the federal district courts, federal agency boards of contract appeals, and other forums. In addition, she advises clients on numerous risk management and regulatory matters.

    Eric Valle

    Associate

    Piliero Mazza

    Eric focuses his practice on all aspects of doing business with and litigating against the federal government. His focuses include bid protests, contract claims and appeals, regulatory compliance, suspension and debarment, False Claims Act litigation, cost accounting, data rights and intellectual property, subcontractor and teaming agreements, and small business issues and size protests.

    Eric clerked for the Honorable Matthew H. Solomson at the United States Court of Federal Claims. He studied procurement law extensively at The George Washington University Law School and graduated as a Murray Schooner Procurement Scholar. While attending law school, he worked for the Congressional Advisory Panel on Streamlining and Codifying Acquisition Regulations (809 Panel) and as a judicial intern at the United States Court of Appeals for the Federal Circuit.

    Eric received the Patricia A. Tobin Government Procurement Law Award and the National Contract Management Association’s Outstanding Academic Achievement Award. Prior to attending law school, he worked for the Department of the Army and for a national defense contractor.

    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.