NASBP 2020 VIRTUAL SEMINAR PACKAGE

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Registration for the 2020 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 2020, 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 and Subordinate Subscribers will:

  • Be registered automatically for all Virtual Seminars held in 2020;
  • Automatically have access to recordings of all Virtual Seminars held in 2020;
  • 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.


  • Current Industry Trends In Overseas Markets: A Conversation With International Surety Market Experts

    Contains 3 Component(s) Includes a Live Web Event on 07/15/2020 at 2:00 PM (EDT)

    NASBP is excited to announce a special panel discussion developed by the NASBP and SFAA International Committees, where panelists will address current surety market trends in today’s overseas markets.

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    NASBP is excited to announce a special panel discussion developed by the NASBP and SFAA International Committees, where panelists will address current surety market trends in today’s overseas markets.

    This panel has been developed by the NASBP and SFAA International Committees, where panelists will address current surety market trends in today's overseas markets. Panelists will also explore such timely topics as the varying requirements of suretyship, opportunities for contractors in overseas markets, the disruption of the raw material supply chain from Pacific Rim countries, and the impact COVID-19 is having in overseas markets. 

    The panel discussion will be moderated by NASBP International Committee chair, Sheila E. Thompson, President, Rosenberg & Parker of Canada, Inc. Joining Sheila will be several surety representatives who specialize in international suretyship.

    Panelists:

    Dekker Buckley, Senior Vice President, CHUBB - COG Surety

    Michael C. Fay, Senior Vice President, Head of Contract Surety, Zurich North America 

    Gonzalo Videla, Regional Underwriting Officer, Latin America and Fronting, Travelers, Bond & Specialty Insurance

    Nicholas Kim, Vice President and Senior Underwriting Officer, Liberty Mutual Surety

    This session is a perfect fit for every construction and surety professional, including agents, underwriters, claims professionals, contractors, and supporting staff.

    Sheila E. Thompson

    President, Rosenberg & Parker of Canada, Inc.

    Sheila E. Thompson is the President of Rosenberg & Parker of Canada, Inc. With over 35 years’ experience as an underwriter and as a broker, she oversees client and surety relations and is responsible for the operations of Rosenberg & Parker of Canada, Inc.  She has written bonds for both publicly traded and privately held corporations in the construction, manufacturing, energy savings, technology, environmental and waste hauling industries, as well as for many other companies with bonding requirements.

    Sheila’s prior experience includes Marsh & McLennan, Chateau Insurance Company, Morris & Mackenzie Inc., Hunter Keilty Muntz & Beatty and HKMB HUB.

    In addition to being a past Director and Treasurer of the Canadian Association of Women in Construction, Sheila is a member of the Toronto Construction Association (TCA), National Association of Surety Bond Producers, Construction Financial Management Association, The Risk and Insurance Management Society of Canada (RIMS Canada) as well as various construction associations. She is the past chair of the Surety Association of Canada’s Ontario and Education Committees and currently sits on the Ontario Committee. She is the only broker representative on the Canadian Construction Documents Committee’s Surety Subcommittee.

    In 2016, Sheila became Chairperson for the National Association of Surety Bond Producers (NASBP) International Committee.

    Sheila graduated from Trinity College, University of Toronto with a Bachelor of Arts degree.

    Dekker Buckley

    Senior Vice President, CHUBB - COG Surety

    Dekker Buckley has been with Chubb for more than 30 years, beginning his career as a surety trainee in Chubb’s New York office in 1988.

    He is currently a Senior Vice President for Chubb Overseas General, involved in the surety underwriting and operations for Latin America, Europe and Asia Pacific. He also serves as chairman of the International Committee for the Surety and Fidelity Association of America as well as President of the International Surety Association.  Dekker managed Chubb’s surety operations in Mexico from 1993 to 1999 before returning to the company’s Home Office.

    Dekker has a B.A. from Williams College and an MBA from Duke University.


    Michael C. Fay

    Senior Vice President, Head of Contract Surety, Zurich North America

    Mike Fay is a Senior Vice President and serves as the Head of Contract Surety for Zurich North America.  He is responsible for leading underwriting operations, strategy, engaging with the broader surety market and maintaining relationships with our customers.  Mike joined Zurich in 2017 as SVP – Global Accounts in Zurich Surety.   Since this time, he has assumed the Head of Contract Surety with Zurich Surety.   Mike has 34 years of surety experience.  Prior to Zurich, he held various roles in the surety industry, including contract, commercial and international at a variety of Surety operations, including Chubb, AIG and Seaboard Surety.   His international experience included being located in London, England and headed up AIG’s AIU Surety practice in New York.  In addition to his vast surety experience, Mike’s initial work experience was at the Bank of New York in their International Operations – Letter of Credit area in New York City.  

    Mike holds a Bachelor of Science degree in Finance from Providence College in Providence, Rhode Island.

    Nicholas Kim

    Vice President and Senior Underwriting Officer, Liberty Mutual Surety

    Nicholas Kim is Vice President and Senior Underwriting Officer at Liberty Mutual Surety responsible for overseeing the Latin America and Iberia regions.  He is located in the King of Prussia, Pennsylvania Home Office.  Nick’s job responsibilities include developing a clear underwriting and risk management strategy for the countries within his region as well as managing a team of home office underwriters who are responsible for working with the various field offices for underwriting approvals.  The oversight of the LatAm & Iberia regions include the management of a portfolio of clients ranging from large corporates to small & medium size enterprises (SME) with both contract and commercial bond needs, both in conditional and on-demand surety markets. 

    Nick graduated from Temple University’s Fox School of business with a concentration in Risk Management & Insurance and International Business.  He started in Liberty Mutual Surety in 2007 and has focused the majority of his career in International Surety.  

    Gonzalo Videla

    Regional Underwriting Officer, Latin America and Fronting, Travelers, Bond & Specialty Insurance

    Gonzalo Videla currently leads International Surety for Latin America and Fronting at Travelers, Bond & Specialty Insurance.  His responsibilities include overseeing the construction and commercial surety business in Latin America as well as the worldwide fronting operations.  Gonzalo graduated from the University of Buenos Aires with a double major in Accounting and Business Administration.  He started his surety career in Argentina, where he was born.  Work experience includes various roles in international surety at both Chubb and Zurich North America.  With over 25 years in the surety industry, Gonzalo has surety underwriting, reinsurance, and portfolio management expertise including reverse flow and local accounts in several countries around the world.

    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.

  • AIA 2019 Documents: Construction Manager as Adviser

    Contains 3 Component(s) Recorded On: 03/25/2020

    Use of the Construction Manager as Adviser (CMa) family of AIA Contract Documents may be appropriate when the owner’s project incorporates a fourth prime player—the construction manager adviser—on the project team (owner, architect, and contractor).

    Use of the Construction Manager as Adviser (CMa) family of AIA Contract Documents may be appropriate when the owner’s project incorporates a fourth prime player—the construction manager adviser—on the project team (owner, architect, and contractor). The CMa acts as an independent adviser to provide coordination, scheduling, review, and other services through the design and construction phases where multiple direct-to-owner contractors are used.  Join Ken Cobleigh, Managing Director and Counsel at the American Institute of Architects (AIA) as he leads our exploration of the newly revised AIA CMa documents and learn about the contractual relationships set forth in these agreements and how to properly allocate risks and responsibilities in order to achieve a successful project to the benefit of all project participants, building inhabitants, and the general public.

    Attendees will also learn about changes in the industry since the 2009 release of the AIA’s construction management documents and examine how these changes are addressed in the 2019 update of the documents including expanded Construction Manager’s preconstruction services and a new Sustainable Projects Exhibit for use with the construction management documents.

    Kenneth W. Cobleigh, Esq.

    Managing Director and Counsel, American Institute of Architects

    Ken Cobleigh is a Managing Director and Counsel at the American Institute of Architects. Ken works with a team of lawyers, specialists and support staff, and the AIA Documents Committee, in developing and publishing AIA Contract Documents. Ken regularly conducts seminars and workshops on topics related to design and construction, as well as topics related to the AIA Contract Documents program, and is the author of several articles and other publications on such topics.

    Ken is a graduate of the University of Maryland, where he earned both his B.A. and J.D. with honors.

    Prior to joining the AIA in 2006, Ken practiced for eighteen years as a construction attorney in private practice Maryland law firms. During that time, he represented owners, contractors, subcontractors and design professionals in a number of dispute resolution forums, including State and Federal Courts and administrative agencies, mediation and arbitration. Ken is admitted in state and federal courts in the State of Maryland.

    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.

  • Business Interruption Coverage Under COVID-19

    Contains 3 Component(s) Recorded On: 06/18/2020

    During this seminar a panel of presenters including Frank Russo from Procor Solutions + Consulting, Lynn Allen of Tyson & Mendes, Sheri Wilson of Lockton Companies, and Tracy Alan Saxe of Saxe Doernberger & Vita, P.C., will discuss business interruption coverage under COVID-19.

    During this seminar a panel of presenters including Frank Russo from Procor Solutions + Consulting, Lynn Allen of Tyson & Mendes, Sheri Wilson of Lockton Companies, and Tracy Alan Saxe of Saxe Doernberger & Vita, P.C., will discuss business interruption coverage under COVID-19. They will begin with an overview of property insurance coverage, the requirements for coverage including conditions, exclusions and typical first party property coverages that may reimburse business interruption losses, and approaches to claim prep and document losses. They will then dive into issues related to the current COVID-19 pandemic and provide a legal perspective on COVID-19 and non-COVID-19 policy coverage and claim prep as well as judicial predictions on COVID-19 as Property Damage, application of exclusions, prospective and retroactive legislative changes and funding for losses. 

    Lynn Allen

    Managing Partner, Tyson & Mendes

    Lynn Allen is the Managing Partner of Tyson & Mendes’ Phoenix office. Ms. Allen is an experienced trial lawyer who represents her clients in a wide variety of complex cases, including insurance coverage disputes, insurance bad faith, defense of personal injury and wrongful death lawsuits, intellectual property, employment law, and appeals. Ms. Allen has extensive appellate experience in both the Arizona state and federal courts. She has been lead counsel in many successful jury trials, arbitrations, summary judgment motions, and appeals. She is a frequent lecturer on insurance bad faith and coverage issues in Arizona. Ms. Allen earned her J.D. cum laude from the Arizona State University College of Law in 1989, where she served as a note and comment editor on the Law Review. She is licensed to practice law in Arizona and is a member of the Maricopa County Bar Association and Arizona Association of Defense Counsel.

    Frank Russo

    Founder & Principal, Procor Solutions + Consulting

    Frank Russo is a founder of Procor Solutions + Consulting, a leading specialty consulting firm offering expertise in the areas of insurance risk management, disaster planning, claim preparation, construction claims, insurance appraisals and dispute resolutions. Frank is a recognized global thought leader on the topic of business resiliency having spoken and written many times throughout his career about business risk preparation and recovery strategies from major income-impacting disasters, losses or disputes.

    Over his career, Frank has helped collect over $10 Billion dollars in loss recovery for his clients. He has actively guided clients through all the major large-scale disasters over the last twenty years including the terrorist acts of 9/11/01, 2017 Hurricane Season, Hurricane Katrina, the Gulf Oil Disaster and the Japan Earthquake/Tsunami to name a few. He also is involved in major construction and development projects when there is a need to professionally quantify, support and present incremental costs and schedule delays.

     Frank is an alumnus of Rutgers University, he holds an Executive MBA from the Lubin School of Business at Pace University, a Construction Risk Insurance Specialist (CRIS) designation from the International Risk Management Institute; an Associate in Risk Management designation from the Insurance Institute of America; and is a verified Cyber Insurance Risk Manager (CyRM). 

    Frank was recently honored as a recipient of the “Innovator in Finance” Award from FiNext acknowledging the efforts of FinTech thought leaders and torchbearers of the industry.

    Tracy Alan Saxe

    President, Saxe Doernberger & Vita, P.C

    Tracy Alan Saxe, President, Saxe Doernberger & Vita, P.C. is a skilled commercial litigator focused on insurance coverage on behalf of policyholders. He handles cases involving coverage for comprehensive general liability, directors and officers, professional liability, builder’s risk, sub-guard, first-party property damage, additional insured, and business interruption claims. Mr. Saxe has litigated insurance coverage matters all over the country and has successfully tried numerous jury and court trials in state and federal courts. He handles cases before the federal, state trial and appellate courts in Connecticut, New York, Pennsylvania, Virginia, Maryland, Massachusetts, California, Washington State, Texas, Illinois, Indiana, Michigan, and the District of Columbia He has successfully mediated and arbitrated many disputes. Mr. Saxe has been an Adjunct Professor of Law at Quinnipiac University where he taught Insurance Law. He frequently lectures on insurance coverage nationwide. 

    Sheri Wilson

    Senior Vice President & National Property Claim Director, Lockton Companies

    Sheri has more than 25 years experience in property claims. She joined Lockton in 2012 and provides technical expertise, advocacy, and industry trend analysis for domestic and international property claim exposures. She leads the National Property Claim Catastrophe Team and is an active member of Lockton’s Global Property Practice.

    Responsibilities include analysis of loss and exposure data, policy wording review and revision to ensure contract certainty, communication of adverse claim and loss trends to Lockton Associates and clients, and partnering with individual senior property claim leaders within each of the carrier markets, including elevation of claim issues.

    In addition, she leads all CAT claim related activities and provides guidance, training and development, and thought leadership to the property claim resources contained within each of the local Lockton offices locations. A noted expert in property insurance claims, Sheri creates white papers, articles, and other resource materials on emerging issues and trends. She is a frequent speaker at Risk & Insurance Management Society (RIMS) events. She also is the author of several property claim-related technical reports.

    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.

  • An Introduction to a Myriad of International Surety Markets

    Contains 3 Component(s) Recorded On: 09/10/2019

    As the world becomes more and more interconnected, the surety industry is becoming more and more global. Companies doing business around the world are finding surety requirements and the surety markets vary greatly from country to county. In addition, there is a growing trend of foreign contractors of all sizes coming to the U.S. to take advantage of the open and growing construction marketplace. This presentation will highlight differences between the U.S. and global surety markets and provide an overview of surety requirements around the world including in Germany and the European Union, Brazil and other Latin American countries and Dubai and countries of the Gulf Cooperation Council and more! International surety continues to be a significant opportunity for the surety industry and smart surety professionals need to understand these various markets. This session will provide a brief introduction to how surety operates around the world.

    As the world becomes more and more interconnected, the surety industry is becoming more and more global.  Companies doing business around the world are finding surety requirements and the surety markets vary greatly from country to county.  In addition, there is a growing trend of foreign contractors of all sizes coming to the U.S. to take advantage of the open and growing construction marketplace.  This presentation will highlight differences between the U.S. and global surety markets and provide an overview of surety requirements around the world including in Germany and the European Union, Brazil and other Latin American countries and Dubai and countries of the Gulf Cooperation Council and more!  International surety continues to be a significant opportunity for the surety industry and smart surety professionals need to understand these various markets. This session will provide a brief introduction to how surety operates around the world. 

    Mike Bond

    Head of Surety – North America

    Mike Bond is Head of Surety – North America for Euler Hermes North America.  Mr. Bond is responsible for extending Euler Hermes’ global surety platform into the United States and Canada.  In his role as Head of Surety, Mr. Bond oversees a growing team which serves contract and commercial surety customers in North America. Euler Hermes is one of the largest credit and surety providers in the world.  Prior to Euler Hermes, Mr. Bond held a variety of roles with Zurich North America, including the head of Zurich Surety and Head of Credit & Political Risk.

    Angelo J. Balestrieri

    VP with Euler Hermes’ North America Surety

    Angelo J. Balestrieri is a VP with Euler Hermes’ North America Surety team.  His surety focus is on international/reverse flow and large corporates.  Before joining Euler Hermes, Angelo worked in the surety arena for Zurich and AIG as well as in the corporate banking sector with several international banks including NatWest, Sumitomo, and Rabobank.

    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.

  • Killer Construction Contract Clauses 2nd Edition: Bond Producers Beware!

    Contains 3 Component(s) Recorded On: 09/25/2019

    In this follow-up to the first NASBP Virtual Seminar on Killer Construction Contract Clauses hosted in the fall of 2018, you will hear presenters Marilyn Klinger and Ali Salamirad share their stories and experience as they examine a variety of onerous construction contract clauses, both in prime contracts, subcontracts, and performance bonds. The presenters will explain why these clauses are problematic from a variety of perspectives and identify alternatives that can help solve the issues these clauses attempt to address. Attendees will also have the opportunity to submit their own questions and have them answered before and during the Virtual Seminar and have them answered during the live virtual seminar.

    In this follow-up to the first NASBP Virtual Seminar on Killer Construction Contract Clauses hosted in the fall of 2018, you will hear presenters Marilyn Klinger and Ali Salamirad share their stories and experience as they examine a variety of onerous construction contract clauses, both in prime contracts, subcontracts, and performance bonds. The presenters will explain why these clauses are problematic from a variety of perspectives and identify alternatives that can help solve the issues these clauses attempt to address. Attendees will also have the opportunity to submit their own questions and have them answered before and during the Virtual Seminar and have them answered during the live virtual seminar. 

    This critical topic presents an exciting opportunity for you to host this NASBP Virtual Seminar for your construction clients or to share the information on how they too can register to participate in this live or recorded Virtual Seminar.

    To submit questions to the presenters before to the live seminar, just click on the discussion tab above after you register, type in your question and click submit! 

    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.

    Jonathan J. Dunn

    Partner, SMTD Law LLP

    JONATHAN J. DUNN is a partner in SMTD Law LLP’s Irvine, California office. Jonathan focuses his practice in construction practices, surety law, creditor's rights and remedies, including bankruptcy and work-outs, and transactions relating to construction, debtor/creditor and commercial matters. Prior to forming SMTD, Jonathan was a partner at an international law firm, an in-house attorney with two national bonding companies where he handled construction defaults in the Western United States, and active in his family’s construction business. Jonathan is asked to write and speak frequently, and has written numerous articles and presentations. Jonathan is a vice chair of the AGC-California Legal Advisory Committee, active in the ABA’s Forum on Construction Law section, a prior Vice Chair of the Fidelity & Surety Law Committee, as well as involved in numerous other construction and surety associations and legal bar organizations. Jonathan obtained his J.D. from Seattle University School of Law (formerly Univ. of Puget Sound L.S.), and his Bachelor of Arts degree in Economics from UCLA in 1989. Jonathan is licensed to practice in California, as well as various federal, special and bankruptcy courts.

    Ali Salamirad

    Founding Partner, SMTD Law LLP

    Ali Salamirad is the founding partner of SMTD Law LLP.  Mr. Salamirad concentrates his practice in the areas of construction and surety law.  For over twenty years, Mr. Salamirad has counseled sureties in a variety of complex litigation and transactional matters.  Many of the nation’s leading surety companies and general and specialty contractors trust Mr. Salamirad’s guidance and counsel when dealing with the myriad of issues that arise in the construction industry.

    Mr. Salamirad has successfully handled a wide range of cases on federal, state and private construction projects, including bid disputes and protests, subcontractor substitutions, labor claims, extra work disputes, differing site condition claims, delay, productivity and efficiency claims, default terminations, takeover and completion efforts, and surety financing arrangements.

    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.

  • Eliminate Manual Data Entry! Using Machine-Readable WIP Data for Better Reporting & Analysis

    Contains 3 Component(s) Recorded On: 10/09/2019

    Data standards are used to help transmit unambiguous, transparent, timely financial information around the world, and most importantly, to eliminate manual data entry. Standards help convert data, buried in PDF files or spreadsheets, into machine-readable facts that can be automatically extracted into the financial management system of a data user (which could be the surety, a bank, or even a bond agent).

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    Data standards are used to help transmit unambiguous, transparent, timely financial information around the world, and most importantly, to eliminate manual data entry. Standards help convert data, buried in PDF files or spreadsheets, into machine-readable facts that can be automatically extracted into the financial management system of a data user (which could be the surety, a bank, or even a bond agent).

    Attend this 90 minute session to learn how data standards have already been created to represent the Work-in-Process Report and contractor financial statements. Learn about the various options available in the market today for preparing the WIP report in machine-readable format, and how machine-readable data will eliminate the laborious, time-consuming manual data entry that bond agents and sureties must go through today.

    Kristen Sharpe

    CPA – Senior Manager

    Kristen is a Senior Manager in Crowe Consulting with professional service experience in the construction and financial services industries.  She has worked with contractors, underwriting companies, bond producers and regulatory organizations in the surety industry in the areas of portfolio credit risk management, process improvement, compliance, and performance and profitability improvement. She has also managed the development and delivery of technology solutions in the construction industry for audit, tax and underwriting services.

    While Kristen has focused on consulting services in recent years, she is a CPA and her career began as an auditor at Crowe specializing in the construction industry.  She delivered audits to a variety of companies within the industry including design/build, general contractors, heavy/highway contractors, and various specialty contractors involved in electrical, interior, roofing, mechanical and water distribution projects.

    Michelle Savage

    Vice President, Communications

    Michelle Savage manages the education,marketing, communications and outreach efforts of XBRL US.  Ms. Savage joins XBRL from PR Newswire where she focused on developing services to help companies communicate their key messages and information to shareholders and potential investors. During her tenure at PR Newswire, Ms. Savage oversaw the introduction and sales of new services to corporate and agency investor relations executives. Within the XBRL US committee of the AICPA, Ms. Savage served as the vice chair of the Steering Committee as well as the Chair of the Adoption Working Group. Ms. Savage has been intimately involved in developing strategies for XBRL adoption in the US. Previously, she held positions as an equity analyst at Shearson Lehman Hutton and a marketing executive at Pepsi Cola. Ms Savage also served on the Board of the New York chapter of the National Investor Relations Institute where she was head of Programs, Sponsorship and Treasurer.

    Robert Coon

    Vice-President – Surety

    Robert M. Coon is the Vice-President – Surety for Scott Insurance.  Robert focuses exclusively on the surety industry where he has over 36 years experience as both an underwriter and agent.  Based in Greensboro, N. C. with clients throughout North Carolina & Virginia, Robert works with contractors ranging in size from startups to large multi-national contractors to maximize their surety program both in the USA and internationally. 

     A native of New Orleans, Robert earned his undergraduate degree in accounting from Louisiana State University.  Robert Chairs the Carolinas AGC Supplier/Service Co. Advisory Council.  He as served as president of the Piedmont Chapter of the CFMA and Carolinas Surety Association, as well as Chair of the NASBP Automation & Technology Committee

     Founded in 1864, Scott Insurance is a regional insurance agency serving clients through nine offices in NC, SC, TN and VA.   The company is one of the 100 largest independent insurance agencies in the country with access to over 50 insurance carriers.  Scott Insurance is a Best Practices Agency that focuses on the Risk Performance of its clients to help minimize their losses and insurance costs.  The employee-owners of Scott include experts in property & casualty insurance, surety, employee benefits, loss prevention, claims control and financial planning.  

    Peter Gibbs

    Director for the Office of Surety Guarantees (OSG) at the US Small Business Administration (SBA)

    Peter C. Gibbs is the Director for the Office of Surety Guarantees (OSG) at the US Small Business Administration (SBA) Headquarters in Washington, DC where he manages a staff of over 25 professionals at the organization’s headquarters and regional offices in Denver, CO and Seattle, WA.

     Mr. Gibbs joined OSG in 2005 and is responsible for developing and recommending policies and procedures, guidelines and criteria for evaluating and mitigating all programs and operation efforts; including those governing the regional office.  In addition to operations and personnel management, Peter works closely with Surety Companies who provide over $9 billion annually in surety bond credit to small businesses throughout the United States.

    Peter received his Bachelor of Science in accounting from Central State University and a Masters of Entrepreneurship from Western Carolina University.  Born in Trinidad and Tobago, West Indies and raised in Brooklyn, New York, he now resides in Bowie, Maryland with his wife Nikeya, 5 daughters Nicole, Caitlyn and Courtney (twins) and Laila and Liana (twins).

    David Hartman

    Director, Analytics

    David Hartman is a Director at IFIC Surety focused in analytics.  David is a member of the claims team but also works cross-functionally with underwriting and accounting on a project-by-project basis.  David is a licensed CPA with a background in insurance, information systems and venture capital.

    Brad Rasmussen

    Chief Information Officer

    Brad joined Merchants Bonding Company™ in 2014. Prior to joining Merchants, Brad held the role of Senior Director of Sales & Marketing Technology Delivery at Blue Cross/Blue Shield of Iowa. Prior to that, Brad was the CIO at GeoLearning, Inc. Brad has held numerous technology and business leadership positions in start-ups to large organizations. He is also an active member in the Technology Association of Iowa. He is a graduate of the University of Iowa.

    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.

  • Blockchain: What Is It, And How Does It Impact You And The Surety Industry

    Contains 3 Component(s) Recorded On: 10/30/2019

    What is blockchain? We hear the term more and more, but there are many myths and misconceptions about what blockchain means. During this thought-provoking session on blockchain technology, Patrick Schmid of The Institutes RiskStream Collaborative will begin with a short overview of the basic elements of blockchain technology and its usage in broader financial services. Then the majority of the session will be spent in a discussion with industry experts Jenni Waggoner of M.J. Schuetz Insurance Services and Greg Davenport of Liberty Mutual on use cases for blockchain in the surety bond industry. Through the course of this session we will break down blockchain in order to easily understand what it is and how it can affect you, your work, and the surety industry as a whole.

    What is blockchain? We hear the term more and more, but there are many myths and misconceptions about what blockchain means. During this thought-provoking session on blockchain technology, Patrick Schmid of The Institutes RiskStream Collaborative will begin with a short overview of the basic elements of blockchain technology and its usage in broader financial services. Then the majority of the session will be spent in a discussion with industry experts Jenni Waggoner of M.J. Schuetz Insurance Services and Greg Davenport of Liberty Mutual on use cases for blockchain in the surety bond industry. Through the course of this session we will break down blockchain in order to easily understand what it is and how it can affect you, your work, and the surety industry as a whole. 

    Patrick G. Schmid, PhD

    Vice President

    Patrick G. Schmid is an economist with a passion for blockchain. He oversees The Institutes RiskStream Collaborative products, operations and technology departments. Dr. Schmid also coordinates the The Institutes RiskStream Collaborative of insurers, brokers and reinsurers and provides thought leadership for The Institutes. He has worked in the risk management and insurance industry for over a decade, researching trends on important market issues.

    ​Jenni Waggoner, AFSB

    Vice President and Bond Manager

    Jenni Waggoner is Vice President and Bond Manager and principle for M.J. Schuetz in Indianapolis, Indiana. Jenni began working with M.J. Schuetz in 2001, and she has 23 years of insurance industry experience. She is a 3-time Gold Award of Excellence recipient from the Surety Information Office for Surety Bond Promotion, and she holds her Associate in Fidelity & Surety Bonding Designation from the AICPCU, in addition to being a Notary Public.

    Jenni is the current Vice-Chair of the Automation & Technology Committee for the National Association of Surety Bond Producers (NASBP). She is also the leader of the surety forms working group, comprised of surety professionals throughout the nation working to advance technology for the industry. Jenni served for five years as an officer of the Surety Association of Indiana. She is also the Treasurer and a volunteer for the Indiana Dream Team, a not-for-profit association.

    Greg Davenport

    Senior Vice President, Surety Global Risks

    Greg Davenport is a Senior Vice President in Liberty Mutual Surety’s Global Risk department. Over his 38-year surety career, Greg has had responsibilities ranging from underwriting to finance to operations and strategy. Greg is presently responsible for surety systems supporting Liberty Mutual Surety’s global operations.

    Greg is past Chair of the Surety and Fidelity Association of America's e-Business Advisory Committee and has been an active participant with NASBP’s technology committee. He chaired ACORD's surety standards subcommittee and is a past member of ACORD's global Standards Committee. Greg is presently chair of the International Credit Insurance and Surety Association’s Blockchain working group for Surety.

    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.

  • Staying at the Helm: Supplementation and Other Contract Provisions Which May Shift Control

    Contains 3 Component(s) Recorded On: 11/20/2019

    Supplementation provisions may appear in general contracts or in subcontracts, allowing the owner or GC to supplement forces or take over parts of the scope of work.

    Supplementation provisions may appear in general contracts or in subcontracts, allowing the owner or GC to supplement forces or take over parts of the scope of work. Other contract provisions may cede some control away from the GC or subcontractors under certain circumstances, including environmental provisions, coordination with other contractors, and indemnification provisions. This seminar will look at the forms these provisions typically take, what they mean for the parties involved, and what surety professionals, contractors and subcontractors need to know. 

     Understanding the impact of these provisions can assist contractors and subcontractors in mitigating the risks and adjusting their bids to more accurately account for unknown contingencies and claims.

     These critical and seldom discussed control topics present an exciting opportunity for you to host this NASBP Virtual Seminar for your construction clients or to share the information on how they too can register to participate in this live or recorded Virtual Seminar.

    Michelle Randall

    Assistant Vice President, Zurich Surety Risk Solutions

    Michelle Randall is an Assistant Vice President with Zurich’s Surety Risk Solutions, a team of surety attorneys dedicated to providing legal expertise and innovative problem solving to Zurich’s underwriters and customers.  She spent most of her legal career in Hartford, Connecticut, where her practice focused primarily on representing surety companies in claims matters, recovery, and litigation.  She joined Zurich Surety three years ago and now calls Sioux Falls, SD home.  Michelle has authored chapters in four books published by the American Bar Association’s Surety and Fidelity Committee and in the Fifty-State Construction Lien and Bond Law series.  She graduated from the University of Massachusetts and earned her law degree, summa cum laude, from Western New England University School of Law.

    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.

  • Managing Emerging Compliance and False Claims Act Risks for Bond Producers and Sureties

    Contains 3 Component(s) Recorded On: 11/05/2019

    When a federal district court ruled in 2017 that bond producers and surety companies could be held liable under the False Claims Act (FCA) for issuing bonds to contractors that falsely claimed to be service-disabled veteran-owned small businesses, the surety industry stood up and took note. The Scollick case is still moving through the judicial system, and other FCA allegations against the surety industry by the federal government have surfaced. It appears that the Department of Justice may have the surety industry in its crosshairs. How can bond producers and sureties mitigate this increased risk of FCA allegations and lawsuits? In this “hot topic” Virtual Seminar, lawyers David Robbins and Jason Crawford from the Washington, DC, office of Crowell and Moring will walk through emerging compliance and False Claims Act risks threatening the surety industry. They will, also, provide common-sense tips and advice on mitigating these risks, including how to respond to procurement fraud investigations.

    When a federal district court ruled in 2017 that bond producers and surety companies could be held liable under the False Claims Act (FCA) for issuing bonds to contractors that falsely claimed to be service-disabled veteran-owned small businesses, the surety industry stood up and took note. The Scollick case is still moving through the judicial system, and other FCA allegations against the surety industry by the federal government have surfaced. It appears that the Department of Justice may have the surety industry in its crosshairs. How can bond producers and sureties mitigate this increased risk of FCA allegations and lawsuits? In this “hot topic” Virtual Seminar, lawyers David Robbins and Jason Crawford from the Washington, DC, office of Crowell and Moring will walk through emerging compliance and False Claims Act risks threatening the surety industry. They will, also, provide common-sense tips and advice on mitigating these risks, including how to respond to procurement fraud investigations.

    David Robbins

    Partner

    David is a partner in Crowell & Moring’s Washington, D.C. office and has extensive experience with False Claims Act litigation and investigations, including in the surety industry related to the construction of government buildings.  David ran the US Air Force’s global Procurement Fraud Remedies Office and served, among other roles, as Deputy General Counsel (Contractor Responsibility).  David has a broad based practice and he is also the principal author and editor of the forthcoming American Bar Association peer-reviewed book entitled The Procurement Fraud Guidebook:  The System, Stakeholders, and Response Strategies.

    Jason M. Crawford

    Counsel

    Jason practices in Crowell & Moring’s Washington, D.C. office and has an active litigation and counseling practice focused on False Claims Act litigation, government investigations, mandatory and voluntary disclosures to the government, internal investigations, suspension and debarment proceedings, and civil litigation with state and federal entities. 

    Jason has written and presented extensively on the False Claims Act and is the co-host of the Let’s Talk FCA podcast which covers legal and policy developments involving the False Claims Act. 

    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.

  • Learn How to Read People like an FBI Hostage Negotiator and Corporate Fixer

    Contains 3 Component(s) Recorded On: 12/04/2019

    Learn how to read people like an FBI hostage negotiator and crisis communications expert. With decades of combined experience, former FBI hostage negotiator Chip Massey and crisis communications expert and Wall Street Journal contributor Adele Cehrs will reveal how to spot a liar, body positioning and forensic listening techniques that will give you a competitive advantage.

    Learn how to read people like an FBI hostage negotiator and crisis communications expert. With decades of combined experience, former FBI hostage negotiator Chip Massey and crisis communications expert and Wall Street Journal contributor Adele Cehrs will reveal how to spot a liar, body positioning and forensic listening techniques that will give you a competitive advantage. 

     Participants will learn how to:

    1.  Understand people's "unstated narrative"
    2. Use tone of voice, cadence of speech, and volume for maximum effectiveness 
    3. Learn no-brainers, bias, and psychological nudges that influence
    4. Examine body positioning to read the room and get conflict clues
    5. Break through emotional resistance 
    6. Learn how FBI agents spot a liar 
    7. Build and maintain trust
    8. Work through a difficult situation with ease putting the skills learned on the webinar into practice immediately

    Join us for this innovative seminar designed to boost your powers of persuasion – and your ROI. Getting expert tips on how to read people could be an invaluable resource in the relationship driven business of surety bonding. 

    Adele Cehrs

    Crisis Communications Expert

    Heralded as a crisis communications expert, by the Wall Street Journal Adele Cehrs has worked with high-profile clients like Vice President Joe Biden, the CEO of Lockheed Martin Marillyn Hewson and the owner of the Washington Monumental Sports Ted Leonsis. She has spoken at the United Nations and her talk was broadcast on United Nations Television and translated into eight languages. She is the author of the book: Spike Your Brand ROI: How to Maximize Results.

    Chip Massey

    Partner, When and How Agency

    Former FBI hostage negotiator and special agent, Chip Massey is a partner at the When and How Agency and helps companies like Goldman Sachs, MetLife. He has worked with the CIA to track down spies, lead high-profile criminal cases, and counter-terrorism investigations. Worked extensively in crisis situations, international kidnappings and fugitive apprehensions.

    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.