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NASBP 2019 Virtual Seminar Package

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Registration for the 2019 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 2019, 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, cannot be pro-rated, and must be purchased by April 30, 2019.

All Annual and Subordinate Subscribers will:

  • Be registered automatically for all Virtual Seminars held in 2019;
  • Automatically have access to recordings of all Virtual Seminars held in 2019;
  • 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.


 

  • The Evolving Role of the Construction CFO And How It Can Impact Surety Credit Capacity

    Contains 3 Component(s)

    The ever-changing construction industry is creating an environment where the construction CFO is challenged to take on increasing responsibilities. Gone are the days when the CFO was a trusted family member who was good with numbers and could be trusted. Today’s construction CFO must face the new challenges in financial reporting and increasingly is forced to the front lines of Technology, Compliance, Human Resources and other critical issues. In this session, we will discuss with you the impression vs. the reality of what is expected and needed from this critical management position. As surety professionals and business advisers to your construction partners its important to have a strong understanding of how this critical position within their organization, which can impact surety credit capacity, has changed.

    The ever-changing construction industry is creating an environment where the construction CFO is challenged to take on increasing responsibilities. Gone are the days when the CFO was a trusted family member who was good with numbers and could be trusted. Today’s construction CFO must face the new challenges in financial reporting and increasingly is forced to the front lines of Technology, Compliance, Human Resources and other critical issues. In this session, we will discuss with you the impression vs. the reality of what is expected and needed from this critical management position. As surety professionals and business advisers to your construction partners its important to have a strong understanding of how this critical position within their organization, which can impact surety credit capacity, has changed. 

    Jack Callahan

    CPA, Partner - Construction Industry Leader

    With more than 25 years of experience, Jack Callahan leads CohnReznick’s Construction Industry Practice. He has significant knowledge and experience in accounting, corporate taxation and business consulting matters within the construction community. Callahan serves clients in most construction sectors, including heavy highway, general contractors, construction management, specialty contractors, building trades, and building supply and equipment companies. He has worked extensively with public agencies and major construction owners to develop successful fiscal and integrity monitoring programs that enable contractors to improve the profitability, safety, and integrity of construction programs. He was a lead partner for CohnReznick on the monitoring and investigative work performed at Ground Zero and at the new World Trade Center Transportation Hub.  

     Callahan joined CohnReznick in August 2005 after serving as the managing shareholder of a leading private New Jersey accounting firm. He began his career with a national accounting firm and founded his own firm in 1996. As the managing shareholder for that firm, Callahan built the company into a 16-person accounting and consulting firm focused on serving the needs of the construction industry.  

     Callahan is an active member of many industry associations and has written a variety of construction - related accounting, tax, and business articles.

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  • 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.

  • ABC’s Safety Training Evaluation Process (STEP): Achieving World-Class Safety Performance

    Contains 3 Component(s) Recorded On: 03/14/2014

    Each year more than 2,000 construction industry firms participate in the annual audit known as the Safety Training Evaluation Process (STEP).

    Each year more than 2,000 construction industry firms participate in the annual audit known as the Safety Training Evaluation Process (STEP). Created by ABC, the STEP program measures a company’s performance against its industry peers and, through its 20 key components of an effective safety program and provides a road map for companies of all sizes to follow as they work towards world-class performance.

    Michael D. Bellaman

    President & Chief Executive Officer, Associated Builders and Contractors, Inc.

    Michael D. Bellaman is President and Chief Executive Officer of the Associated Builders and Contractors. He has prioritized safety by leading an industry-wide effort with the Construction Coalition for a Drug and Alcohol Free Workplace and focusing on ABC’s Safety Training and Evaluation Process (STEP). As part of his commitment to closing the gap in the construction workforce, ABC joined forces with USA Cares, a partnership which will train veterans for careers in construction.  Mr. Bellaman serves as a trustee for the Trimmer Construction Education Foundation, which generates funds to award scholarships and grants in support of construction education. 

    Chris Williams

    Director of Safety, Associated Builders and Contractors, Inc.

    Chris Williams is Director of Safety for Associated Builders and Contractors, Inc., where he plays a vital role in helping to shape ABC’s policies on safety training and performance, developing safety resources for ABC members, and representing the association on numerous safety and standards-writing committees. A resident of Centreville, Virginia, Mr. Williams is the son of a home builder and commercial general contractor and has been in construction most of his life, witnessing firsthand the importance of implementing effective safety and health practices—and the consequences of unsafe behavior.

  • Ownership and Succession Planning for the Construction Industry

    Contains 3 Component(s) Recorded On: 02/18/2014

    A comprehensive introduction to the issues surrounding ownership and succession planning for construction companies.

    A comprehensive introduction to the issues surrounding ownership and succession planning for construction companies. Find out how to value a construction company, the relative merits of different stock transfer techniques, how to conduct management succession, and a number of related issues. This seminar provides an understanding of the available alternatives for the internal ownership transfer of a construction company, and provides a framework for planning.

    Timothy R. Sznewajs

    Co-Head, FMI Investment Banking

    Timothy R. Sznewajs is Co-Head of the Investment Banking Group and Senior Managing Director in FMI's Investment Banking practice. He works with construction-industry firms, focusing on mergers and acquisitions, ownership transfer issues and strategy development. Prior to joining FMI, Mr. Sznewajs held positions in the technology and finance industries. He has extensive transaction experience, having completed numerous buy- and sell-side engagements within Goldman, Sachs & Co.’s Mergers & Acquisitions Department.

     Mr. Sznewajs is actively involved in several construction industry groups, including AGC, ABC, and CFMA. He serves on the steering committee for the Annual Construction Financial Management Conference co-sponsored by AGC and CFMA, as well as on the Education Committee of CFMA. 

  • Private Equity for Surety Professionals: What You Need to Know

    Contains 3 Component(s) Recorded On: 02/04/2014

    Starting with a brief overview of its history, and a deeper dive into the current impact of private equity investment, you may be surprised to hear who the investors are and why this information is relevant.

    Starting with a brief overview of its history, and a deeper dive into the current impact of private equity investment, you may be surprised to hear who the investors are and why this information is relevant. You’ll learn why you need to pay close attention to the impact that private equity has on the balance sheet of our clients as well as the terms it carries.

    Helen Lally

    Commercial Surety Leader, Westfield Insurance

    Helen Lally is Commercial Surety Leader at Westfield Insurance. She has over thirty years of surety industry experience and began her career on the agency side before transitioning to the company side when she joined The Continental Insurance Company as Vice President of Commercial Surety. Ms. Lally moved west to Seattle to join Safeco as an Underwriting Officer.  Later she moved to Great American Insurance Company as Assistant Vice President of Commercial Surety followed by a brief stay at Navigators as Senior Vice President of Commercial Surety prior to that company exiting the market in 2013. 

      Ms. Lally is an active member of the NASBP Commercial Surety Committee and a member of the SFAA Commercial Surety Committee. She is a frequent presenter on surety underwriting and producing commercial surety.

  • The Merits of Vehicle Leasing and Fleet Management

    Contains 3 Component(s) Recorded On: 08/13/2013

    We look at how outsourcing fleet management allows companies to tap into industry knowledge and improve economies of scale in several areas.

    We look at how outsourcing fleet management allows companies to tap into industry knowledge and improve economies of scale in several areas. Generally, a 5-15% savings is seen in each of the following categories: vehicle acquisition, resale, registrations and renewals, fuel management, maintenance management and replacement planning.

    Catherine Blazer

    Senior Account Executive, Enterprise Fleet Management

    Catherine Blazer a Senior Account Executive with Enterprise Fleet Management and has been with the company since graduation from Eastern Kentucky University in 2001. She serves on the board of Construction Financial Management Association (CFMA), on committees for Associated General Contractors (AGC), and is a member of the Kentucky Association of Highway Contractors (KAHC).  

    Adam Cline

    Finance Manager, Enterprise Fleet Management

    Adam Cline is a Finance Manager for Enterprise Fleet Management.  He has been with EFM for 12 years and with the Fleet Management Division for 10 years. He has held leadership positions in acquisition, tax and title compliance, and accounting and has worked at the corporate office and in various field locations. He is a native of St. Louis, MO and has a BBA in Finance and Business Administration.  

    Bryan St. Eve

    Director, Fleet Management, Enterprise Fleet Management

    Bryan St. Eve is director of Fleet Management for Enterprise Fleet Management. He has been with the company for over 11 years and with the Fleet Management Division for 10 years. He has held positions with EFM in Dallas, St. Louis, Denver, and Louisville. A native of St. Louis, Missouri, he received a BBA in Finance and Economics from Southern Methodist University. 

  • Accounting Standards Update: Big Changes Now, Bigger Changes Coming

    Contains 3 Component(s) Recorded On: 07/23/2013

    This seminar outlines the significant current and upcoming changes to accounting standards that you will need to know and are able to speak about with your customers regarding their financial statements.

    This seminar outlines the significant current and upcoming changes to accounting standards that you will need to know and are able to speak about with your customers regarding their financial statements. The following key issues will be discussed: the newly enacted requirement to disclose information regarding multi-employer pension plans, Big GAAP/Little GAAP update, upcoming changes to accounting for leases and revenue recognition.

    Matthew K. Cashion, Jr.

    Secretary & Treasurer, The Cashion Company, Inc.

    Mr. Cashion has been with The Cashion Company, Inc., since 1981. He holds degrees in economics, accounting, and business administration from Westminster College. He is active in various industry organizations and holds the Certified Insurance Counselor and Certified Risk Manager designations. He is also a member of the Consulting Constructors’ Council of America. In 2011 he was awarded the Distinguished Service Award for the Arkansas Chapter of AGC and he is the 2013 recipient of the prestigious Bruce T. Wallace Award for distinguished service to NASBP and the surety industry.

    Mr. Cashion is past president of NASBP and, since 1988, has been on the faculty of the NASBP William J. Angell Surety School, demonstrating his tireless commitment to education in the surety industry. He currently serves on the NASBP Professional Development & Education Committee, the Finance Committee, and the Virtual Seminar Editorial Board.

    Kevin Doyle

    Senior Partner, Lanigan, Ryan, Malcolm & Doyle

    Kevin Doyle, CPA is Senior Partner at Lanigan, Ryan, Malcolm & Doyle with 30 years of experience working with closely-held businesses providing, tools, advice and perspective to allow clients to fulfill their vision, reach their goals and prosper.  He has worked with over 300 clients in commercial construction, manufacturing, wholesale/distribution and government contracting industries. He has extensive working knowledge and experience in taxation, accounting, merger and acquisition and closely held business growth, performance and succession issues. Mr. Doyle has been an expert witness and has experience in litigation support, fraud investigation, and claims analysis. He frequently presents at local and national conferences. 

  • Understanding the How and Why of ESOP Transactions

    Contains 3 Component(s) Recorded On: 02/05/2013

    ESOPs are becoming an increasingly popular exit strategy for construction (and other) companies.

    ESOPs are becoming an increasingly popular exit strategy for construction (and other) companies. In this presentation, we take an in-depth look into: case studies highlighting challenges faced by newly formed ESOP companies and how the adversity was managed, why it makes sense for the surety professionals to be familiar with ESOPs, how the surety industry should be involved in the process, and much more.

    Elaine Ervin

    Partner, Moss Adams LLP

    Elaine Ervin, CPA, Partner, Moss Adams LLP has been in public accounting since 1986. She is the firm-wide leader of the Construction, Real Estate, Professional Service Firms and Hospitality Industry Groups.  She specializes in providing accounting and business advisory services to closely-held businesses, with a particular focus on clients in the construction and real estate industry. Ms. Ervin participates in all phases of audit and review engagements including planning, compliance testing, supervision, and report preparation for clients. She has an extensive background in relation to bonding and banking issues as they relate to financial performance and she is active in the CFMA, the AGC, a member of ULI, and is the President of the AGC Education Foundation.

    Wayne D. Fjeld

    Senior Manager, Moss Adams LLP

    Wayne D. Fjeld, CFA, ASA is Senior Manager with Moss Adams Advisory Services. He provides a range of valuation services for operating companies, family limited partnerships and limited liability companies, with a special emphasis on ESOPs. He received his B.Comm from the University of Victoria, B.C.  He is an Accredited Senior Appraiser (ASA) in business valuations from the American Society of Appraisers and is past president of the Seattle Chapter. Mr. Fjeld has written articles on the subject of valuations and has lectured on valuation and financial analysis to professional groups.

    Dena Herbolich

    Partner, Moss Adams LLP

    Dena Herbolich, CPA, Partner, Moss Adams LLP has practiced public accounting since 1993. She serves as chair of the Puget Sound Employee Benefit Plan Services Group. She is involved with audits of more than 90 defined contribution and defined benefit retirement and health plans annually, including ESOPs, and assists with firm wide benefit plan education and quality control. Ms. Herbolich is a recipient of the Moss Adams Technical Excellence Award for her knowledge of the employee benefit plan industry. She frequently speaks at conferences including the Washington Society of CPAs, Western Pension and Benefits Conference and the American Institute of CPAs and serves on the AICPA Employee Benefit Plan National Conference Planning Committee.

  • Financial Guaranty Insurance and Bonds

    Contains 3 Component(s) Recorded On: 12/18/2012

    We discuss the regulation of financial guaranty insurance and how it overlaps with the regulation of surety insurance.

    We discuss the regulation of financial guaranty insurance and how it overlaps with the regulation of surety insurance. You also learn about the regulatory approach taken by the state of New York and why it impacts the writing of surety business by property casualty insurers outside the borders of New York.

    Lynne Cook

    Senior Vice President, Early, Cassidy and Schilling, Inc.

    Lynne Cook is Senior Vice President at Early, Cassidy and Schilling, Inc. (EC&S) where she leads the construction and bond teams, actively assists clients with their surety programs, and manages the agency’s carrier relationships for bonds. She joined EC&S in 1999 and has been a surety professional since 1979. She is active in a number of organizations: serves as Secretary for the Surety Alliance, as Vice-Chair on the NASBP Commercial Surety Committee, and participates with ASA MW, ABC and AGC. Ms. Cook served as President of the Central PA and the Upstate NY Surety Associations, and has worked for the SFAA. She has served as a director for the NASBP – and chaired its Commercial Surety Committee, and the ASA of Metropolitan Washington – and chaired its Education Committee. 

    Rosemary Quinn

    Vice President & Counsel, CNA Surety

  • Mediation to Resolve Disputes and Save Valuable Relationships: What Producers Can Do To Educate Their Clients and the Sureties They Represent

    Contains 3 Component(s) Recorded On: 06/19/2012

    Well over 80% of construction disputes that end up in litigation or arbitration are resolved by mediation before trial or hearing. Mediation is a dispute resolution tool that works.

    Well over 80% of construction disputes that end up in litigation or arbitration are resolved by mediation before trial or hearing. Mediation is a dispute resolution tool that works. It is especially effective in multi-party disputes like surety claims. It is also a very effective tool to resolve disputes before they deteriorate into litigation or arbitration.

    Steve Nelson

    Executive Vice President and General Counsel, SureTec Insurance Company and President, SureTec Information Systems

    Steve Nelson is Executive Vice President and General Counsel, SureTec Insurance Company and President, SureTec Information Systems, Inc. in Austin, TX. He joined SureTec Insurance Company, a regional surety company, and SureTec Information Systems, Inc., a construction financial services and risk consulting company, in 2001 after six years as CEO of Faulkner Construction Company, a large construction firm headquartered in Austin, TX. At Faulkner, Mr. Nelson e was part of executive management and de facto general counsel for sister companies involved in real estate development and the mechanical, stone and tile, road and bridge, and concrete - pumping businesses.


    H. Bruce Shreves

    Managing Partner, Simon, Peragine, Smith & Redfearn

    H. Bruce Shreves, heads the construction/surety practice group at Simon, Peragine, Smith & Redfearn. Prior to entering private practice, he served with the U. S. Department of Justice, Criminal Division, and the U. S. Army Judge Advocate General Corps. Mr. Shreves has lectured and written on numerous occasions on construction and surety law issues for the American Bar Association and other national programs. He has authored numerous publications and papers. He is affiliated with the American Arbitration Association handling dispute resolutions in the construction, insurance and surety industry, specializing in complex construction cases. He currently serves as Chair of the Louisiana Bar's Section on Fidelity, Surety and Construction Law. He is a member of American Bar Association Forum Committee on the Construction Industry, and is past Chair of the American Bar Association’s Fidelity & Surety Law Committee, Tort Trial Insurance Practice Section. He has been a frequent speaker on arbitration and mediation topics for the American Arbitration Association, American Bar Association and other groups.