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Contains 3 Component(s) Includes a Live Web Event on 06/21/2023 at 2:00 PM (EDT)
Amid what has been called the “Great Retirement”, many construction company owners may find themselves asking, “what happens when I want to retire;” and if that is not something that they have considered yet, it’s something that they should definitely consider now.
Amid what has been called the “Great Retirement”, many construction company owners may find themselves asking, “what happens when I want to retire;” and if that is not something that they have considered yet, it’s something that they should definitely consider now.
During this NASBP Virtual Seminar, we will be joined by three experienced construction CPA’s who are participants on the NASBP CPA Advisory Council: David Jean of Albin, Randall & Bennett; Marty McCarty of McCarthy & Company; and Julian Xavier of CliftonLarsonAllen LLP, who will share an overview of the exit planning process as well as the internal and external exit planning options that they see in the construction space. They will discuss and share stories from the field and examine what various exit plans can look like on a contractor’s balance sheet. You won’t want to miss this insightful overview of exit planning.
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. David 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.
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).
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.
See 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.
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Contains 281 Product(s) 1 new product(s) added recently
Registration for the 2023 NASBP Virtual Seminar Annual Subscription is now open and available only for NASBP Members, Affiliates, and Associates. For just $999–that’s almost half of what you would pay if you purchased each of the nearly two dozen 2023 Virtual Seminars individually.
Registration for the 2023 NASBP Virtual Seminar Annual Subscription is now open and available only for NASBP Members, Affiliates, and Associates. For just $999–that’s almost half of what you would pay if you purchased each of the nearly two dozen 2023 Virtual Seminars individually.
Multi-Subscription Discount
NASBP also continues to offer a multi-subscription discount for subscribers from the same organization. This discount is available online for the enrolled member/location(s) of a NASBP Member and for participants from branch location(s) of an Affiliate member. For a Member or Affiliate to be eligible for a multi-subscription discount, one enrolled Member or Affiliate from the same organization must have already purchased the Virtual Seminar Annual Subscription at the $999 fee. Then, when another enrolled member/location of that same organization registers, they will be charged only the $259 multi-subscription discounted rate. If you are not seeing the discounted rate, please contact Professional Development at prodev@nasbp.org and request a multi-subscription discount registration code.
All NASBP Virtual Seminar Annual Subscribers will automatically:
- Be registered for all live Virtual Seminars held in 2023;
- have access to recordings of all Virtual Seminars held in 2023 and
- have access to the library of more than 200 past Virtual Seminars on-demand throughout the year!
Interested in registering 19-plus locations? Additional discounts are available. Please contact NASBP Professional Development at prodev@nasbp.org for more information.
Each purchased registration, regardless of rate, grants access to one computer login/phone connection per physical location.
NASBP Virtual Seminar Annual Subscriptions are non-refundable and cannot be pro-rated.
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Contains 3 Component(s)
Subdivision/Development bonds are a common requirement in most municipalities across the county.
Subdivision/Development bonds are a common requirement in most municipalities across the county. During this NASBP Virtual Seminar, Chris Lydick of McGriff will moderate a conversation on subdivision bonds with Scott Elliott of Philadelphia Insurance Companies, Twanisha Siejkowski of Great American Insurance Group, and Daniel Young of Liberty Mutual Surety. Our panelists will bring their underwriting experiences to the table and discuss how recent, significant macroeconomic changes have affected the subdivision bond landscape.
Chris Lydick (Moderator)
Vice President / Construction Practice Group, Contract and Subdivision Bonds
McGriff
Chris Lydick is a Producer and Vice President at McGriff. He is responsible for maintaining surety credit for high-level surety clients and development of new relationships. Chris and his team consult with clients about their bonding programs and other high-level issues impacting their businesses throughout the Southeast.
He began his career as an intern with USF&G (now part of Travelers), and shortly thereafter joined its surety bond trainee program in San Antonio, TX. Upon completion of the training program, he transferred to Orange County, CA as a contract surety underwriter. After a few years on the underwriting side, Chris accepted a producer role with the Robert F. Driver Co. (now Alliant) in San Diego, CA. After 15 years in Southern California, he moved back to the east coast in 2010 and joined McGriff.
Chris has been active in and participated in many committee/leadership positions in various industry associations including ABC, AGC, CFMA, NUCA, and NASBP. With almost 30 years in the surety industry, he focuses on several niches including joint ventures, development bonds, and tax credit-related bonds in addition to the traditional contract surety needs of general contractors and subcontractors.
Scott Elliott
Assistant Vice President /Regional Surety Leader
Philadelphia Insurance Companies / A Member of The Tokio Marine Group
Scott grew up in Charlotte, graduated from North Mecklenburg High School in Huntersville and went on to attend Appalachian State University in Boone, North Carolina where he earned a Bachelor of Science in Business Administration degree with a double major in Economics and Banking as well as a minor in Industrial Technology. He was a member of the Alpha Kappa Psi Business Fraternity.
Scott is the Regional Surety Bond Manager for Philadelphia Indemnity Insurance Company with management, marketing, and underwriting responsibilities in the Southeast United States. Scott was promoted to an officer of the company in 2016. He has been in the surety bond industry for over 25 years and holds both the Chartered Property and Casualty Underwriter (CPCU) and Associate in Surety and Fidelity Bonding (AFSB) professional designations. Both designations are the highest designations one can hold in the Surety Industry.
Scott is very active in church and civic activities. He spent 7 years on the Board of Carolina International School and 3 years as Board Chair. He is the immediate past Chair of the Cabarrus County Republican Party. Currently, Scott sits on Executive Board of Central North Carolina Council of the Boy Scouts of America where he is the Vice President of Finance. Scott also chairs the finance committee for his church.
Twanisha Siejkowski
NE Regional Underwriting Manager – Commercial Surety
Great American Insurance Group
As Financial Products Underwriting Manager for Great American Insurance Company, Twanisha N. Siejkowski has over 26 years of experience in the areas of surety, banking, and insurance. Twanisha has worked in both contract and commercial surety, and currently oversees the Commercial Northeast region covering 11 states including parts of NC & SC. Twanisha’s experience spans all facets of these industries including territory management, relationship management, marketing, underwriting, financial analytics, loan administration, and operations.
Prior to joining Great American, Twanisha has worked in varying capacities at Nationwide Surety, Chubb, Samsung, and PNC Bank. Twanisha is member of several community and business organizations including Women in Surety, SANJ, the Master Gardeners of Essex County and the Native Plant Society of NJ. Twanisha also served as one of the founding members and Chairperson of Surety Women & Minorities (SWAM), a Chubb employee diversity council.
Twanisha currently participates in volunteer activities for the Rutgers NJ Agricultural Experiment Station, NJ Battered Women’s Service and the West Orange United Football Club. Twanisha received her Undergraduate degree in Business Administration and Finance from Thomas Edison State University. In her spare she enjoys traveling, gardening, reading, and Pilates.
Dan Young
Senior Contract Underwriting Officer Surety Plus
Liberty Mutual Surety
Dan has been working in the surety industry for over 37 years. He currently serves as the lead underwriter for the Surety Plus division (small-mid and transactional contract, subdivision for privately held companies and Vista) of Liberty Mutual Surety. Previous positions include, Chief Underwriting Officer for AmTrust Surety and The Insco/Dico Group, as well as the head of subdivision underwriting for The Insco/Dico Group from 2003-2011 Dan holds a BBA in Finance as well as the AFSB designation and is a member of the SFAA and NASBP.
See 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.
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Contains 3 Component(s)
Paul Giovannoni will discuss the growing interest that private equity has in the built environment and the types of businesses that are of most interest.
In this presentation, Paul Giovannoni of FMI will discuss the growing interest that private equity has in the built environment and the types of businesses that are of most interest. Paul will share insights and firsthand experience working with private equity firms as they explore and invest in the space. Included in this will be a perspective on growing areas of interest and the future of private equity involvement.
Paul Giovannoni
Partner
FMI Consulting
Paul Giovannoni's focus at FMI is partnering with private equity firms to assist in developing strategic insights into businesses and market opportunities within the built environment. Paul concentrates on providing commercial diligence studies to support transactions in the industrial sector as well as post-close value creation activities by leveraging FMI's deep relationships in the industry and a nuanced understanding of how businesses in the sector operate and win.
Segments where Paul has direct experience include infrastructure services, engineering, building products and distribution, industrial services, energy and cleantech, HVAC services, construction materials, construction technology, utility services, specialty trade contractors, general contractors, and construction equipment and tools.
Before focusing his efforts on supporting private equity firms, Paul worked closely with some of the nation’s largest trade contractors and building product manufacturers to help develop their organizational strategies and go-to-market plans. Through these engagements, Paul developed an insider’s understanding of the drivers of value for these businesses, which he leverages for his current clients.
See 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.
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Contains 89 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/!
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Contains 3 Component(s)
Please join NASBP for an important virtual seminar on understanding the terms and conditions of both industry standard form and modified form performance bonds. This Virtual Seminar will help you decipher performance bond language.
Please join NASBP for an important virtual seminar on understanding the terms and conditions of both industry standard form and modified form performance bonds. In order to understand the risks sureties, undertake by issuing performance bonds and that contractors undertake, through the indemnity agreement with sureties and the underlying construction contract, bond producers, sureties, and contractors need to be knowledgeable about the potential practical impacts of the terms and conditions in every bond form. The change of only a few words or one term can increase the surety’s risk profile dramatically. This seminar will give you the tools to understand the impact of various clauses commonly found in performance bonds and will help you decipher performance bond language.
Peter Strniste
Partner
Gordon Rees Scully Mansukhani, LLP
Peter Strniste dedicates his practice to construction and surety law, business litigation, and the negotiation of all types of construction contracts. He is a member of the firm’s Construction Group, and he counsels clients on issues surrounding all aspects of construction projects. Mr. Strniste has been representing construction sureties in connection with transactions and claims for over twenty years. He routinely represents clients in the Courts of New York, Massachusetts and Connecticut. His bio can be reviewed here: https://www.grsm.com/lawyers/p/peter-e-strniste
See 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.
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- Non-member - $199
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Contains 3 Component(s)
This Virtual Seminar will analyze and dissect five of the most important insurance and bond provisions in your AIA construction contract.
During this virtual seminar, James (“Jimmy”) Germano of the AIA Contract Documents team will analyze and dissect five of the most important insurance and bond provisions in your AIA construction contract. After attending this course, you will have a deeper understanding of clauses such as the waiver of subrogation, indemnity, correction of work and warranty periods, and others. This presentation will explain the history and context of these provisions and cover the ways in which these provisions allocate and manage risk.
James R. Germano, Esq.
Senior Manager & Counsel
AIA Contract Documents
James (“Jimmy”) Germano, Esq. is Senior Manager and Counsel on the AIA Contract Documents team. Jimmy works with the Documents Committee to review and revise the substance of the AIA Contract Documents and associated material. Jimmy received his undergraduate degree from Cornell University, where he was a Division I athlete, and his law degree from the Columbus School of Law at the Catholic University of America. Prior to joining AIA Contract Documents, he served as a judicial law clerk in the Circuit Court for Montgomery County, Maryland and then practiced law for six years as a general litigation and construction attorney in the Washington, D.C. area. During his time in private practice, Jimmy represented design professionals, owners, general contractors, and subcontractors throughout all phases of the construction project, to include contract negotiations, claims, and multiple dispute resolution forums, including State and Federal Courts, administrative agencies, mediation, and arbitration. Jimmy is a member of the bars of Maryland, Virginia, and the District of Columbia.
See 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.
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- Non-member - $199
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Contains 3 Component(s)
During this NASBP Virtual seminar, we are joined by Whit Campbell of The Hartford and Kara London of Philadelphia Insurance Companies for a discussion on Indemnity Agreements.
During this NASBP Virtual seminar, we are joined by Whit Campbell of The Hartford and Kara London of Philadelphia Insurance Companies for a discussion on Indemnity Agreements. Our presenters will discuss why sureties take indemnity agreements instead of relying on ”Common Law Indemnity”, the different types of indemnity agreements, who has to sign them, how to get released from them, and much more. Both contract and commercial perspectives will be discussed.
Whit Campbell
Pacific Northwest Regional Assistant Manager
The Hartford
Whit Campbell was born and raised in Honolulu Hawaii, moving to the mainland to attend college at the University of Puget Sound where he graduated with a BA in Finance and Economics.
Whit started his surety carrier at Reliance Insurance Company in 1985 where he worked in the Federal Way HO, Spokane, and Portland Branches. He moved to Seattle with Safeco in 1989 and spent time back at Reliance and Travelers before landing at the Hartford in 2003. Whit is currently the Pacific Northwest Regional Assistant Manager at The Hartford and his territory covers 4 Western States.
Whit and his wife Malia live in Kirkland, Washington. They have three adult children. Whit is a true history junkie and is the Surety Association of Washington’s historian. Another interest is forestry, he owns a 40 acre forest and is Hartford’s Timber Bond expert. He enjoys gardening and tending his 2 hives of bees and 2 chickens.
Kara London
Assistant Vice President, Commercial Surety
Philadelphia Insurance Companies (PHLY)
Kara London, raised in South Windsor, CT, received her BS in Social Work at the University of Saint Joseph in West Hartford, CT. After graduation, Kara looked to find her fortune in Seattle, which she continues to call home.
Kara started her surety career at Willis in 2000 gaining experience on the Broker side and later found her true calling, underwriting commercial surety, with Travelers. Kara’s resume also includes time spent with The Hartford, Parker Smith & Feek and Great American. Currently, Kara is an AVP, Commercial Surety, at Philadelphia Insurance Companies covering the Pacific Northwest.
Kara enjoys all of the offerings of the beautiful Pacific Northwest and looks to find time to lower her handicap score, hiking, gardening, fanning on the Seattle sports teams and enjoying time with her husband, Steve.
See 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.
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Contains 3 Component(s)
Now that 2022 has come to a close, the construction and surety marketplace continues to remain active. The market has seen an up-tick in investment in residential, commercial, data storage and large distribution fulfillment center production.
Now that 2022 has come to a close, the construction and surety marketplace continues to remain active. The market has seen an up-tick in investment in residential, commercial, data storage and large distribution fulfillment center production.
In 2022, contractors struggled to keep up with labor pricing pressures, and general materials input that was necessary to perform on contracts. Despite this, production levels were up, margins were relatively favorable, and financial results should demonstrate positive net results.
2023 will likely continue to be a strong year for the construction market as backlogs are generally very strong and middle market contractors have operating plans in place to address fundamental issues, such as employee retention, material price fluctuations, and balance sheet improvement from COVID relief programs, i.e. Payroll Protection Plan and Employee Retention Credit programs.
Our presentation will provide insights on what surety professionals will likely see from their contractor clients 2022 financial reporting and discuss possible hot spots that will need to be addressed. And as we move further into 2023, we will also discuss, and attempt to predict, the world of construction and our economy during a rising interest rate environment, recession fears, geopolitical concerns, and a generally unstable inflationary time.
Todd A. Feuerman, CPA, CCA, MBA
Director
Ellin & Tucker
Todd A. Feuerman, CPA, CCA, MBA is a director in the audit and accounting department of Ellin & Tucker. He may be reached at (410) 727-5735 or tfeuerman@ellinandtucker.com.
Christopher W. Oven, MBA
Principal
Ellin & Tucker
Christopher W. Oven, MBA,
is a principal at Ellin & Tucker, and leader of the firm’s Corporate Finance Group. He may be reached at coven@ellinandtucker.com.
Cazmier Tymoch, CFA, ABV, ASA
Supervisor
Ellin & Tucker
Cazmier Tymoch, CFA, ABV, ASA is a supervisor at Ellin & Tucker, and a member of the firm’s Corporate Finance Group. He may be reached by email at ctymoch@ellinandtucker.com.
See 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.
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Contains 2 Component(s)
Please join us for this NASBP Virtual Event free to all NASBP members, affiliates, and associates where we are joined by SFAA’s s Vice President of Communications, Marketing and Research Peter Roth for a webinar on the recent findings from The Economic Value of Surety Bonds report by Ernst & Young (EY).
Please join us for this NASBP Virtual Event free to all NASBP members, affiliates and associates where we are joined by SFAA’s s Vice President of Communications, Marketing and Research Peter Roth for a webinar on the recent findings from The Economic Value of Surety Bonds report by Ernst & Young (EY). During this virtual event, Peter will provide an overview of:
• Why the study was conducted
• What data and intelligence was collected
• What findings were drawn from the collected data and intelligence
• How your teams can use the tools to educate state and local stakeholders on the value of suretyPeter Roth
Vice President of Strategic Communications, Marketing & Research
The Surety & Fidelity Association of America
Peter is a member of the executive management team at SFAA. He is responsible for internal and external marketing, communication and research and the execution of programs in support of the association's strategic priorities as well as SFAA’s mission to promote the value of surety and fidelity bonding and its vital protections through advocacy, outreach, promotion, and education. Peter has 25+ years of experience in multiple roles and industries. Before joining SFAA, he was with the American Resort Development Association (ARDA) as Vice President of Marketing, Communications, and Industry Relations. As a member of the Senior Management team, he helped guide the industry and association through 6 years of steady growth. In addition, he spent 10 years as President of AXIS Communications, a brand marketing and digital firm in Washington, DC. He held management roles at Coca-Cola Nestle Refreshments Company, Harris Teeter, Sunday River Ski Resort, and RJRNabisco.
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