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NASBP 2022 VIRTUAL SEMINAR PACKAGE

Registration for the 2022 Virtual Seminar Annual Subscriptions, is now open and available only to NASBP Members, Affiliates, and Associates. Still only $995–that’s nearly half off what you would pay if you bought each of the nearly two dozen Virtual Seminars individually. Again in 2022, NASBP is offering a Subordinate Subscription, available online to the enrolled member location(s) of an NASBP maximum dues-cap member and the branch location(s) of an affiliate member. In order for a Member or Affiliate to be eligible for the Subordinate Subscription, one enrolled member location must already have purchased the Virtual Seminar Annual Subscription at the $995 fee. Then when any (or each) enrolled member location goes to register, it will be charged only the $250 Subordinate Subscription fee (If you are not seeing the subordinate subscription rate, please contact Professional Development at prodev@nasbp.org and request a subordinate discount registration code).

Note: NASBP member firms that are not maximum dues-cap members but have several dues-paying members in different locations are still eligible for the Annual and Subordinate Subscriptions but due to database restrictions, the transaction must be completed manually through NASBP staff.  One location must first purchase the Annual Subscription at the $995 rate (payable online with a credit card), and then the dues-paying member location(s) should email prodev@nasbp.org and request a subordinate discount registration code to register at the discounted rate online.

Virtual Seminar Annual and Subordinate Subscriptions are Non-refundable, and cannot be pro-rated.

All Annual Subscribers will:

  • Be registered automatically for all Virtual Seminars held in 2022;
  • Automatically have access to recordings of all Virtual Seminars held in 2022;
  • Automatically have access to the library of past Virtual Seminars on-demand throughout the year!

Each purchased registration, whether an Annual or Subordinate or one-time purchase, grants access to one computer login/phone connection per physical location.

Interested in registering 14+ locations, additional discounts are available, please contact Professional Development at prodev@nasbp.org.


  • Contains 3 Component(s) Includes a Live Web Event on 05/24/2022 at 2:00 PM (EDT)

    The Financial Accounting Standards Board (FASB) issued new lease accounting guidance in response to criticism of the existing guidance for not providing financial statement users enough information about an entity’s leasing activities.

    The Financial Accounting Standards Board (FASB) issued new lease accounting guidance in response to criticism of the existing guidance for not providing financial statement users enough information about an entity’s leasing activities.  The most significant change resulting from implementation is that lessees will be required to put nearly all leases on the balance sheet by recognizing a right-of-use asset and a lease liability.  After several delays to the effective date, most companies were required to adopt the guidance on January 1, 2022.  This seminar will provide a high-level overview of how financial statements will be affected by the new guidance, including the effect on various performance metrics.

    Gisèle Couturier

    Manager

    Albin, Randall & Bennett

    Gisèle Couturier, is a manager at Albin, Randall & Bennett focused on providing accounting and auditing services to construction and other commercial entities, not-for-profit organizations, and financial institutions. She holds a Bachelor’s degree from the University of Southern Maine and a Master’s degree from the Rochester Institute of Technology.  Gisèle is a member of the American Institute of Certified Public Accountants and the Maine Society of Certified Public Accountants. 

    imageSee your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.

  • Contains 3 Component(s) Recorded On: 03/19/2020

    This presentation will review the ten riskiest and most negotiated contract terms within construction contracts between owner and contractor and between contractor and subcontractor.

    This presentation will review the ten riskiest and most negotiated contract terms within construction contracts between owner and contractor and between contractor and subcontractor.  The attendee will learn how to spot these clauses and we will dissect the terms and discuss the importance and associated nuances.  We will also discuss how these contract provisions have been applied in real life settings, including how the risk of delays, substitutions and non-performance resulting from the Coronavirus might be allocated or transferred. 

     This important and timely topic 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.

    Peter Strniste Jr.

    Partner, Robinson & Cole LLP

    Peter Strniste is a partner at Robinson & Cole LLP. He 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. He routinely represents clients in the Courts of New York, Massachusetts and Connecticut. Review Peter’s full bio.

    imageSee your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.

  • Contains 3 Component(s) Recorded On: 09/16/2020

    During this informative seminar, we will be joined by Jordan Crenshaw, Executive Director, and Edward Mortimer Vice President, Transportation, and Infrastructure both with the U.S. Chamber of Commerce who will be discussing bridging the digital divide and America’s infrastructure challenges while highlighting current advocacy and grassroots efforts that are underway to secure bipartisan action.

    During this informative seminar, we will be joined by Jordan Crenshaw, Executive Director, and Edward Mortimer Vice President, Transportation, and Infrastructure both with the U.S. Chamber of Commerce. Jordan will be discussing the issue of bridging the digital divide. With at least 18 million Americans not connected to high-speed broadband and students struggling to learn virtually during the pandemic, the Chamber supports spending, regulatory, and permitting initiatives to connected the disconnected. The discussion will focus on federal and state efforts to connect all Americans. Additionally, Ed will be discussing America’s infrastructure challenges while highlighting current advocacy and grassroots efforts that are underway to secure bipartisan action. The U.S. Chamber’s efforts underscore the importance of investing in American’s roads, bridges, mass transit systems, air and sea ports, and water infrastructure as critical national assets that drive growth, jobs, safety, and global competitiveness. Be sure to attend this informative Policy Briefing and stay up to date on issues that are of utmost importance to surety professionals and their clients. 

    Jordan Crenshaw

    Executive Director, U.S. Chamber of Commerce, Technology Engagement Center

    Jordan Crenshaw serves as Executive Director and oversees policy at the U.S. Chamber of Commerce’s Technology Engagement Center. He directly manages the Chamber’s Telecommunications& E-Commerce Policy Committee, which analyzes federal privacy, cloud computing, broadband, internet, e-commerce, and broadcast policies that impact U.S. businesses. Crenshaw also directs the Chamber’s privacy working group which is comprised of over 200 companies and trade associations, which developed model privacy legislation and principles.

    Before joining the Chamber, Crenshaw served as an attorney with another trade association focusing on environmental issues and analysis of consumer privacy laws. Previously, Crenshaw managed discovery issues in the defense of a financial institution against TCPA claims at McGuire Woods, LLP. During law school, Crenshaw interned for Virginia Senate Majority Leader Thomas Norment, the Office of the Attorney General of Virginia, the U.S. Department of Labor Office of Administrative Law Judges, and the National Right to Work Defense Foundation.

    Crenshaw earned both his undergraduate degree and Juris Doctor from the College of William and Mary.

    Ed Mortimer

    Vice President, U.S. Chamber of Commerce, Transportation and Infrastructure

    Ed Mortimer serves as vice president of Transportation and Infrastructure at the U.S. Chamber of Commerce. Mortimer oversees the development and implementation of the Chamber’s transportation infrastructure policy and represents the Chamber on Capitol Hill as well as before the administration and industry organizations. He also leads the Americans for Transportation Mobility (ATM) Coalition, a collaborative effort by business, labor, transportation stakeholders, and concerned citizens to advocate for improved and increased federal investment in the nation’s aging and overburdened transportation system.

    Mortimer comes to the Chamber from AECOM, an engineering and construction company, where he served as director of government relations. He was responsible for coordinating government affairs efforts with the company’s infrastructure market segment, representing AECOM’s interests before federal, state, and local officials.

     Prior to that, Mortimer was director of Transportation and Infrastructure at the U.S. Chamber. Earlier in his career, he was director of government relations for the Transportation Intermediaries Association (TIA) and a legislative representative for the American Road and Transportation Builders Association.

    Mortimer received a bachelor’s of arts in political science from American University and completed an executive management program at Georgetown University.

    imageSee your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.

  • Contains 3 Component(s) Recorded On: 10/01/2020

    ​PPP Loans and forgiveness have been on everyone’s minds. During this NASBP Virtual Seminar, Julian Xavier of CLA will touch on the following areas and what bond producers and their contractor clients should discuss and consider from a planning perspective.​

    PPP Loans and forgiveness have been on everyone’s minds. During this NASBP Virtual Seminar, Julian Xavier of CLA will touch on the following areas and what bond producers and their contractor clients should discuss and consider from a planning perspective: 

    1. Best practices in presenting the PPP loan on year-end financial statements (examples where loan is forgiven and where it isn’t)

    2. Strategies on timing of applying for loan forgiveness and recording forgiveness

    3. Tax planning ideas around PPP loan forgiveness

    4. What do you do now from a cash flow perspective that PPP funds have been exhausted?

    Julian M. Xavier

    Principal-In-Charge of CliftonLarsonAllen LLP's Walnut Creek office.

    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 over 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 a member of the AICPA's National Construction Industry Conference Planning Committee.

    imageSee your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.

  • Contains 3 Component(s) Recorded On: 09/03/2020

    The contract surety’s General Indemnity Agreement is the fundamental agreement establishing the contractual obligations running from the principal and indemnitors to the surety. During this NASBP Virtual Seminar, Adam Friedman of Chiesa Shahinian & Giantomasi PC will share highlights and discusses these wide-ranging obligations of the indemnitors to the surety.

    The contract surety’s General Indemnity Agreement is the fundamental agreement establishing the contractual obligations running from the principal and indemnitors to the surety.  Despite being titled the “General Indemnity Agreement”, the agreement does much more than merely creating and addressing the surety’s right of indemnification.  It provides so many more important obligations that the indemnitors agree to perform in exchange for the surety considering the execution of bonds on behalf of a principal.  During this NASBP Virtual Seminar, Adam Friedman of Chiesa Shahinian & Giantomasi PC will share highlights and discusses these wide-ranging obligations of the indemnitors to the surety.

    Adam P. Friedman

    Member, Chiesa Shahinian & Giantomasi PC

    Adam P. Friedman is a member of Chiesa Shahinian & Giantomasi PC in West Orange, New Jersey, and New York, New York, where his more than 25 years in practice (almost all with CSG) has focused primarily upon litigation involving surety bonds and policies of fidelity insurance in the state and federal courts of New York and New Jersey.  He is a frequent author and presenter on topics related to fidelity and surety law, and is a past Chair of the Fidelity and Surety Law Committee of the American Bar Association’s Tort Trial and Insurance Practice Section.  He received his B.S. in meteorology (yes, really) from Cornell University and his J.D. from Yeshiva University’s Cardozo School of Law, where he was an editor of the Cardozo Law Review.  Before entering private practice, he was honored to serve as a law clerk to the Honorable Arthur D. Spatt of the United States District Court for the Eastern District of New York.

    imageSee your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.

  • Contains 3 Component(s) Recorded On: 08/19/2020

    This presentation will focus on cryptocurrencies and money transmitter bonds, including the state of cryptocurrencies both pre and post pandemic.

    This presentation will focus on cryptocurrencies and money transmitter bonds, including the state of cryptocurrencies both pre and post pandemic.  The presenters will also address licensing and regulation of money transmitters on a state-by-state basis while analyzing potential impacts on these bonds in today’s economic climate. 

    Amanda L. Miceli

    Attorney, Surety and Fidelity Group, Chiesa Shahinian & Giantomasi PC

    Amanda Miceli is an attorney in the surety and fidelity group at the law firm of Chiesa Shahinian & Giantomasi PC in West Orange, New Jersey.  Amanda received her B.A. in philosophy from Franklin and Marshall College before graduating from Seton Hall Law School.  Prior to joining Chiesa Shahinian & Giantomasi PC, Amanda was a law clerk in the United States District Court for the District of New Jersey. She is a frequent presenter at surety law conferences.

    Joseph Quintilian

    Partner, Distributed Capital Partners; Head of Proprietary Trading, MakerDao; Co-Founder & CFO, Etherindex

    Joseph Quintilian is a partner at Distributed Capital Partners and the Head of Trading and Exchanges at the Maker Foundation, responsible for all Foundation crypto market activity including cryptocurrency marketplaces and principal trading. Joseph graduated from Bucknell University with a B.A. in business administration, banking, corporate finance and securities law. He routinely consults on issues pertaining to cryptocurrencies.  

    The Maker Foundation is the organization facilitating the development of MakerDAO. MakerDAO governs the Maker Protocol and Dai, the world’s first decentralized, collateral-backed stablecoin on the Ethereum blockchain. Dai mitigates volatility through an autonomous system of smart contracts called the Maker Protocol, and through decentralized community governance.


    imageSee your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.

  • Contains 3 Component(s) Recorded On: 07/29/2020

    During this NASBP Virtual Seminar, David Jean with Albin, Randall & Bennett, CPAs, NASBP Past President Bob Shaw of Skilling’s Shaw & Associates Inc, Ralph Pulver of Travelers and Rob Ruesch of Verrill Law will share ideas and thoughts in how to cope with some of the current and future challenges caused by COVID-19.

    During this NASBP Virtual Seminar, David Jean with Albin, Randall & Bennett, CPAs, NASBP Past President Bob Shaw of Skilling’s Shaw & Associates Inc, Ralph Pulver of Travelers and Rob Ruesch of Verrill Law will share ideas and thoughts in how to cope with some of the current and future challenges caused by COVID-19. They will address best financial, legal and surety practices during these uncertain times and will discuss the importance of proactively reaching out to our contractor client to provide them with the best tools and resources available to help them succeed.

     

    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. Mr. Jean 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.

    Ralph V. Pulver

    Vice President, Construction Services/Bond, Travelers

    Ralph began his surety career with the Travelers in 1985 in Albany, New York. Subsequently he has served in both home office and field management positions for Travelers, Continental Insurance and Amwest Surety Insurance Company. In 2001, he returned to Travelers where he serves as a Regional Underwriting Officer for Construction Services of Travelers Bond and Specialty Insurance based in Hartford, Connecticut. He has underwriting responsibilities for Northeast Midwest territory as well as the Construction Services Express unit in Exton, Pennsylvania.

    Ralph serves on the National Association of Surety Bond Producers’ (NASBP) Professional Development and Education Committee, Virtual Seminar Advisory Board, and the Emerging Contractor Committee. Ralph has been a faculty member for the NASBP’s William Angel Surety School since 1990 and involved with both the development and teaching of the Level II and Level III curriculum. In 2013, the NASBP awarded Ralph with the John J. Curtin Jr Presidents Award for his distinguished service to the surety industry.

    Ralph also serves on the contract surety advisory board for the Minority Business Development Institute and assists the Surety and Fidelity Association of America with its initiatives in support of small and emerging contractor initiatives. He has served on the advisory committee for the Insurance Institute of America’s Associate in Surety and Fidelity Bonding designation program and is recognized by the Institute for contributing to the technical review of their AFSB 152 text book material.

    Ralph is a cum laude graduate of Siena College. He received his Associate in Fidelity and Surety Bond designation in 1993.

    A. Robert Ruesch

    Partner, Verrill Dana

    Rob focuses on construction, design, and surety law, and counsels his clients through all aspects of the construction process, including contract negotiation, procurement, bid protests, claims management and avoidance, and trials, arbitration, and mediation.  Rob represents owners, sureties, contractors and subcontractors. 

     Rob excels at presenting complex claims and defenses in mediation, arbitration, and court. He has tried, mediated, and arbitrated hundreds of contract, real estate, surety and construction disputes. In addition to his accomplishments in the area of claims and disputes, Rob focuses his construction practice on helping clients avoid claims through effective contract strategies, risk allocation, and negotiation. Rob maintains an active practice in state and federal courts throughout New England and regularly speaks on topics related to construction law. Rob is chair of the ABA Forum on Construction Law's Distance Learning Committee and recently coordinated that organization’s Leadership Roundtable Webinar Series on the COVID-19 crisis.  Rob is also a member of the ABA’s Fidelity and Surety Law Committee.   

    ROBERT E. SHAW

    President, Skillings Shaw & Associates, Inc.

    Bob received an MBA from National University, San Diego and a BS in Business Administration from the University of Southern Maine, Portland, Maine. He is a founding partner of Skillings Shaw & Associates, Inc., a surety agency founded in 1994, and became President in 2000. Bob has been involved in the surety bond business since 1979 when he worked for Fidelity & Deposit of Maryland in the Portland, ME, San Diego and Boston branch offices before joining Industrial Indemnity in San Diego as Surety Manager. In 1985 Bob joined the Robert F. Driver Company and in 1987 returned to Maine as Surety Department Manager for a local agency. He is a local member of AGC, ABC, CFMA, and MBTA.Bob is and NASBP Past President and a Past Chair of the NASBP Education & Professional Development Committee, and serves on the Association’s Membership Committee. 

    imageSee your success with Old Republic Surety. Success can come from a ferocious appetite to win. Strength helps too. Choose a surety partner with the character to win. We write bid bonds, performance & payment bonds and maintenance bonds in all 50 states. Responsive, Reliable, Respected - Old Republic Surety.

  • Contains 3 Component(s) Recorded On: 07/16/2020

    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.

    imageimage

    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.

  • 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.

  • Contains 4 Component(s) Recorded On: 05/27/2020

    How do you make human connections via technology? We’re all adapting to the “new normal” of how to conduct business without being together in person. Teams are scattered, clients use different video-conferencing platforms, and bandwidth is at a premium. Now, more than ever, it’s critical to be intentional about making those human connections.

    Carol Doscher, President & CEO, and Kurt Robbins, Freedom Finder of Graceworks will discuss how we are all adapting to the “new normal” of how to conduct business without being together in person. Teams are scattered, clients use different video-conferencing platforms, and bandwidth is at a premium. Now, more than ever, it’s critical to be intentional about making those human connections.

    How do you make human connections via technology?  Do you have a customer presentation that’s now being done as a video conference? Are your online company meetings less than helpful? Is your critical client meeting still happening with the “small” difference that it’s now a conference call?

     In this hour-long Virtual Seminar, you will:

    1. Learn how to help your listener stay engaged with you.
    2. Discover your biggest challenge to make that happen!
    3. Get practical do’s — and don’ts! — for conference and video calls.
    4. See demos of how to best use visuals.
    5. Experience how essential body language is. Yes, it’s true! Even when you can’t see the people you’re talking with, body language is enormously helpful for them and for you.


    Carol Doscher

    President & CEO (Chief Encouragement Officer), Graceworks

    Carol Doscher, President & CEO (Chief Encouragement Officer) of Graceworks, has been captivating audiences since she performed in Broadway’s “Sweeney Todd.” For this former actress turned trainer and coach, it’s not so far from the boards of Broadway to the boardrooms of America.

    Since founding Graceworks in 1995, she’s trained thousands of professionals globally to make that vital human connection in sales presentations, client meetings and lectures. Featured in The New York Times and on “Bloomberg Television,” Carol also has published numerous articles on presentation and communication skills. Prior to her current work, she marketed design and construction services for many years.

    Responding to the growing need for the human connection in the corporate world, Carol is a certified practitioner of Whole Brain® Thinking — a great tool to help people understand and leverage their own thinking preferences.

    Kurt Robbins

    Actor, (Freedom Finder), Graceworks

    Kurt Robbins, Freedom Finder, draws on his extensive communications background to help our clients connect with clarity, purpose and passion. He has trained thousands of corporate professionals to make The Human Connection®, and you’ll love working with Kurt. He’s smart, creative, fun, and has a deep desire to help others be their best.

    In addition to working with Fortune 500 companies, he has also worked with the NYU Graduate program and the BMI Workshop where he assists Broadway composers and writers with new works for the stage. As a professional actor, Kurt has appeared in films (“A Beautiful Mind,” “The Portrait”) and on stage (“Les Miserables,” “Thoroughly Modern Millie,” “Jersey Boys”). He has performed around the world with The Unexpected Boys, and a Frankie Valli & the Four Seasons tribute band, to name a few.

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