NASBP 2025 VIRTUAL SEMINAR PACKAGE

Registration for the 2025 NASBP Virtual Seminar Annual Subscription is now open and available only for NASBP Members, Affiliates, and Associates. For just $999–that’s almost half of what you would pay if you purchased each of the nearly two dozen 2025 Virtual Seminars individually.

Multi-Subscription Discount

NASBP also continues to offer a multi-subscription discount for subscribers from the same organization. This discount is available online for the enrolled member/location(s) of a NASBP Member and for participants from branch location(s) of an Affiliate member. For a Member or Affiliate to be eligible for a multi-subscription discount, one enrolled Member or Affiliate from the same organization must have already purchased the Virtual Seminar Annual Subscription at the $999 fee. Then, when another enrolled member/location of that same organization registers, they will be charged only the $259 multi-subscription discounted rate. If you are not seeing the discounted rate, please contact Professional Development at prodev@nasbp.org and request a multi-subscription discount registration code.

All NASBP Virtual Seminar Annual Subscribers will automatically:

  • Be registered for all live Virtual Seminars held in 2025;
  • have access to recordings of all Virtual Seminars held in 2025 and
  • have access to the library of more than 300 past Virtual Seminars on-demand throughout the year!

Interested in registering 19-plus locations? Additional discounts are available. Please contact NASBP Professional Development at prodev@nasbp.org for more information.

Each purchased registration, regardless of rate, grants access to one computer login/phone connection per physical location.

NASBP Virtual Seminar Annual Subscriptions are non-refundable and cannot be pro-rated.


  • Contains 3 Component(s) Includes a Live Web Event on 07/30/2025 at 2:00 PM (EDT)

    On this Virtual Seminar, Robert Duke, Surety Counsel for Markel Surety, will explore the various basis of authority and apply those concepts to taking indemnity from an LLC, a partnership, and a trust.

    When a person acts on behalf of a business organization (an LLC, partnership, corporation, etc.), that person must be authorized by the business organization.  This concept is critical in cases of executing a General Indemnity Agreement – an enforceable GIA must be an authorized GIA.  Hopefully, when the GIA is executed, it is put aside and questions of enforceability never come up.  However, if a GIA must be enforced, the steps the surety took at the front end to complete execution of the document will play a big factor in determining the agreement’s enforceability.  At the front end, when the GIA is being executed, the surety must ensure that formalities are followed, including the signatories’ authorities.  On this Virtual Seminar, Robert Duke, Surety Counsel for Markel Surety, will explore the various basis of authority and apply those concepts to taking indemnity from an LLC, a partnership, and a trust.

    Robert J. Duke

    Vice President and Legal Counsel

    Markel Surety

    Robert J. Duke is Vice President and Legal Counsel for Markel Surety. Prior to joining Markel, Rob was Surety Legal Counsel for Euler Hermes North America. Previously, he was General Counsel for The Surety & Fidelity Association of America, the industry trade association for insurance companies that write surety bonds. 

    Mr. Duke was in the surety and fidelity industry as a company underwriter and broker for 8 years before joining SFAA in 1999. Mr. Duke spent two years working in private law practice.

    He has authored several articles on surety and fidelity topics.  

    Mr. Duke graduated with a J.D. summa cum laude and first in class from Columbus School of Law, Catholic University in 2005. He graduated summa cum laude from Loyola College of Maryland in 1988 with a Bachelors in Business Administration and obtained a Masters in Business Administration from Loyola College in 1992.  

    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) Includes a Live Web Event on 06/18/2025 at 2:00 PM (EDT)

    This Virtual Seminar will focus on the preparation and analysis of Work in Progress (WIP) schedules, along with their impact on a construction firm's financial statements.

    This Virtual Seminar will focus on the preparation and analysis of Work in Progress (WIP) schedules, along with their impact on a construction firm's financial statements. Presenters David Jean of Albin Randall & Bennett, Ralph Pulver of Travelers and Sam Goulet of Skillings Shaw & Associates will cover essential terminology and key concepts related to WIP. Additionally, we will discuss the crucial role that bond agents play in collaborating with construction clients on WIP schedules. Lastly, we will thoroughly evaluate the risks and uncertainties involved in analyzing WIP schedules. 

    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.

    Sam Goulet

    AVP, Surety Sales

    Skillings Shaw & Associates

    Sam is the AVP of Surety Sales at Skillings Shaw & Associates.  Sam brings over 13 years of experience in the surety bond industry, specializing in managing complex bond portfolios, developing strategic partnerships, and driving growth through tailored solutions.  With a strong background in underwriting, client relationship management, and market analysis, Sam plays a key role in expanding the agency’s footprint across construction, commercial, and specialty bond markets. 

     Prior to his current role, Sam served as an Account Executive, working with contractors, developers, and businesses across a wide range of industries.  He worked closely with his clients to navigate complex underwriting requirements and secure the bonds they need to grow and operate with confidence.  Sam also started his career working with construction companies as a surety underwriter in Southern California.  

    David Jean

    Principal, Construction & Real Estate Practice Leader

    Albin, Randall & Bennett

    David Jean has over 25 years of experience in public accounting. He focuses primarily on financial accounting and consulting for construction, real estate, and manufacturing companies. David’s expertise is respected among New England’s construction community and endorsed nationally through his membership on The Certified Public Accountant Advisory Council, an exclusive, 8-member council formed to serve as the resource team for the National Association of Surety Bond Producers (NASBP).

    In addition to providing traditional accounting and tax services, David provides specialized services such as overhead burden analyses, operational reviews, and benchmarking analyses. He regularly counsels our construction and real estate clients on industry best practices on matters such as strategic planning, mergers and acquisitions, establishing and upgrading job costing systems, cost segregation, profit enhancement, and succession planning. David has written numerous articles and regularly develops and leads seminars on various industry-related tax and financial management issues. 

    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) Includes a Live Web Event on 06/03/2025 at 2:00 PM (EDT)

    Tariff uncertainties have been a prominent topic in the news over the past few months and are on everyone's mind. If you have questions about how tariffs affect customs surety, we invite you to join us for an upcoming NASBP Virtual Seminar, where we will explore this topic in depth!

    Tariff uncertainties have been a prominent topic in the news over the past few months and are on everyone's mind. If you have questions about how tariffs affect customs surety, we invite you to join us for an upcoming NASBP Virtual Seminar, where we will  explore this topic in depth!

    We will be joined by experts Colleen Clarke of Roanoke Insurance Group, Inc., Michelle Lucaccioni of Tokio Marine HCC - Surety Group, and John Sheppard of C.A. Shea & Company, Inc. who will discuss how current tariff volatility impacts the size and complexity of importer bonds and address the increased challenges arising from these changes. Most importantly, NASBP members will learn how they can assist their clients in securing these essential bonds. Don't miss this opportunity to gain valuable insights into navigating the complexities of customs surety in an uncertain tariff environment.

    Colleen Clarke

    Vice President, Surety Trade Relations & Business Development

    Roanoke Insurance Group Inc.

    Colleen Clarke is Vice President, Surety, Roanoke Trade Services, Inc. She focuses on the review and analysis of CBP policy including new issues from the perspective of the surety underwriting group as well as the client services team. She manages the Roanoke Trade independent agent unit for U.S. Customs bonds. In 2008 Ms. Clarke was appointed to the 11th term of the Commercial Operations Advisory Committee (COAC) where she participates in several subcommittees. She serves as co-chair of the Surety Account Subcommittee within the Trade Support Network (TSN) and works closely with CBP as a representative on the Customs/Surety Executive Committee (C/SEC).

    Michelle Lucaccioni

    Vice President, Customs, and Commercial Trade and Transportation Surety

    Tokio Marine

    Michelle has been involved in the International Trade Segment of the Insurance Field since 1993 holding various roles throughout her career in both agency and company surety operations. From 2009 to 2019 Michelle served as Vice President of Surety for Navigators Management Company, Inc. (NMC). In April of 2019, Navigators became a Brand of The Hartford where Michelle managed the Customs and Logistics Surety Division until moving to her current role as Vice President of Customs Surety at Tokio Marine HCC in 2022

    John Sheppard

    Vice President

    C.A. Shea & Company, Inc.

    John Sheppard has been with C.A. Shea & Company, Inc. for over 22 years, and is currently the Vice President. He oversees the day to day operations of the bond department and is responsible for underwriting and dealing with Customs on both the local and executive levels.

    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)

    In this NASBP Virtual Seminar, Chad Schexnayder and Alana Porrazzo of Jennings Haug Keleher McLeod Waterfall LLP will take a deep dive into how a Chapter 11 bankruptcy can impact the surety’s collateral.

    In this NASBP Virtual Seminar, Chad Schexnayder and Alana Porrazzo of Jennings Haug Keleher McLeod Waterfall LLP will take a deep dive into how a Chapter 11 bankruptcy can impact the surety’s collateral. They will discuss why timing matters when taking collateral pre-bankruptcy, practical strategies to protecting the surety’s collateral in bankruptcy, and some of key risks posed by bankruptcy sales and plans (and how to mitigate them).

    • Types of collateral
    • Indemnity agreements, collateral agreements, perfecting rights in collateral
    • Timing matters
           o Preference/indirect preference doctrines
    • Surety credit/post-petition surety credit facility
    • “Risk points”
           o 363 Sales
           o Plan Provisions
           o Confirmation Order


    Alana L. Porrazzo

    Partner

    Jennings Haug Keleher McLeod Waterfall LLP

    Alana L. Porrazzo is a partner in the Phoenix, Arizona, office of Jennings Haug Keleher McLeod Waterfall LLP and licensed to practice in the state and federal courts of Arizona, New Mexico, and Louisiana. She is a co-chair of the FSLC Law Division Bankruptcy Subcommittee and a member of the Arizona State Bar Association Construction Section Executive counsel. Ms. Porrazzo’s practice emphasizes defending bond claims and bad faith allegations, litigating performance defaults, prosecuting subrogation and indemnity claims, and representing sureties in principal and indemnitor bankruptcies. She studied at Yale University (B.A., 2009) and Tulane University School of Law (J.D., cum laude, 2016).

    Chad L. Schexnayder

    Partner

    Jennings Haug Keleher McLeod Waterfall LLP

    CHAD L. SCHEXNAYDER is a partner in the Phoenix office of Jennings Haug Keleher McLeod Waterfall LLP. For more than 38 years, his practice has focused principally on the surety and construction industry, representing builders, public and private owners, design professionals, suppliers, sureties and insurers. He represents clients before agencies, mediators, arbitrators, and in state and federal courts, including U.S. bankruptcy courts, throughout the country. He is a Past Chair of the Fidelity and Surety Law Committee of the American Bar Association, Tort & Insurance Practice Section.  Mr. Schexnayder is an editor and author in numerous industry publications, including Surety Aspects of Bankruptcy Law and Practice, American Bar Association (2021) (ed.), and Chapter 145 in the New Appleman on Insurance Law Library Edition.  He has spoken before the American College of Construction Lawyers, Surety Claims Institute, American Bar Association, Pearlman Association, Mid-South Commercial Law Institute, National Association of Surety Bond Producers, West Coast Casualty Construction Defect Seminar, the Surety and Fidelity Association of America, and the Arizona State Bar Construction Law Section on bankruptcy, surety and construction law subjects.  He is a cum laude graduate of Arizona State University Sandra Day O’Connor College of Law, and a cum laude graduate of Washington University at St. Louis.

    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)

    Tariffs and immigration enforcement are at the forefront of the federal government’s agenda, and both can have a substantial impact on a contractor’s cost and time to perform its work.

    Tariffs and immigration enforcement are at the forefront of the federal government’s agenda, and both can have a substantial impact on a contractor’s cost and time to perform its work.  Join Tiffany Harrod for this NASBP Virtual Seminar that will cover contract terms and strategies to manage project risk, including escalation clauses, contingency planning, and strategic communication to help your contractor clients protect the bottom line.

    Tiffany Harrod

    Partner

    Peckar & Abramson, P.C.

    Tiffany Harrod is a partner at Peckar & Abramson's Houston and Austin offices. With over 14 years of experience, she focuses on construction and commercial litigation, representing clients in matters such as contract negotiations, lien and bond issues, defect claims, non-payment claims, alternative dispute resolution, and arbitrations. She is the Immediate Past Chair of the Houston Bar Association Construction Law Section and is active in the State Bar of Texas.

    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)

    Using a case study method, this panel will discuss some of the unique underwriting, claims and other considerations which come up when a contractor in the United States is in discussions to be acquired by a company located outside the United States.

    Using a case study method, this panel will discuss some of the unique underwriting, claims and other considerations which come up when a contractor in the United States is in discussions to be acquired by a company located outside the United States. In addition to considerations related specifically to the contractor, the panel will also discuss how the surety product in North America differs from how surety is conducted throughout the rest of the world. Also included will be some practice pointers to help prepare for success when dealing with international companies.

    Michael Keller

    Director, Home Office Underwriting

    CNA Surety

    Michael Keller currently holds the role of Home Office Underwriting Director at CNA Surety which entails handling both middle market clients on the West Coast and international reverse-flow surety clients across the Nation.  After attending the University of Washington, he has spent the past 12 years in the construction and surety industry with most of that time spent with CNA. He currently resides in the greater Seattle area. 

    Edward J Reilly

    Senior Vice President

    American Global LLC

    Ed is a Senior Vice President at American Global working with contractors both in the Greater New York region as well as firms with a national and global presence.  Ed brings over 30 years of legal and surety underwriting expertise providing strategic surety solutions to contractors throughout North America.   

    Prior to joining American Global, Ed was a Senior Vice President and surety leader in Aon’s Construction Services Group.  Ed began his surety carrier with Chubb and spent over 20 years in various surety underwriting and legal roles, most recently as their Vice President and Regional Surety Manager and prior to that as their Surety General Counsel. Ed has regularly presented on various construction and legal topics related to surety to industry organizations including the Associated General Contractors and the ABA Fidelity and Surety Law Committee .Ed is a Vice Chair of the American Bar Association Fidelity and Surety Law Committee.

    Ed’s expertise includes surety and other forms of performance security on projects including significant experience with alternative project delivery methods including public private partnerships (P3) and other large Design-Build procurements.  His client base is a mix of Regional, National and Global construction companies. Ed has been involved in providing surety solutions including P3 bonds with liquidity components on some of the largest P3 and Design Build RFP project procurements of the past decade in North America.  

    Megan Mazzeffi

    Surety Counsel

    RLI Insurance Corp.

    Megan Mazzeffi is Surety Counsel at RLI Insurance Corp. She provides legal support to underwriting across all surety lines. Before joining RLI, Megan worked as Claims Counsel with Travelers and CNA where she managed complex surety performance and payment bond claims. Prior to moving in house, Megan practiced law in Chicago, focusing her practice on surety, construction and commercial litigation. Megan received her Juris Doctorate from University of Illinois, Chicago School of Law and her Bachelor of Arts in Spanish and Political Science from Purdue University.

    Sam Barker

    Director-AsiaPac, Global Risk Claims

    Liberty Mutual

    Sam is the Director-AsiaPac, Global Risk Claims at Liberty Mutual.  He  is a graduate of Stanford University (BA Economics) and Seattle University School of Law and has over 30 years of experience in commercial and surety law.  His current role with Liberty focuses on the administration and review of domestic an reverse flow claims for large international accounts, specifically for the Asia Pacific region, including Australia, Singapore and Hong Kong.  In his spare time he can be found performing on stage, traveling or flailing on a golf course, weather permitting.

    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)

    It is no secret that many owners of companies within the construction industry face an unclear future as it relates to succession planning.

    It is no secret that many owners of companies within the construction industry face an unclear future as it relates to succession planning. With nearly 1,000 active Employee Stock Ownership Plans (ESOPs) within the construction industry – and more than 70 ESOPs formed within the industry just in the most recent year  – there is a demonstrated history of long-term success of construction companies when employee ownership is implemented in contractors of all shapes and sizes. Join us for a discussion of the key factors a surety, an important stakeholder, should prioritize when a principal contemplates selling to an ESOP.

    Patrice Radogna

    Managing Director

    CBIZ

    Patrice is a managing director at CBIZ, co-leads CBIZ’s national ESOP practice and sits on CBIZ’s Fairness Opinion Committee.  Patrice specializes in advising shareholders of middle-market companies on mergers and acquisitions (M&A), employee stock ownership plan (ESOP) transactions, fairness opinions and other consulting advisory services. In addition, Patrice has been instrumental in leading per previous firm’s (Marcum LLP) national ESOP practice. Patrice is on the Valuation Advisory Committee for the ESOP Association, speaks on various topics at national ESOP conferences and regularly publishes for both internal company-wide ESOP newsletters and outside publications.  Patrice also started her career working with construction companies as a surety underwriter in New York City. 

    Wilson Denari

    Manager

    CBIZ

    Wilson Denari is a Manager in the Valuation group. He has performed valuations of business interests for a variety of purposes including, but not limited to, employee stock ownership plans, gift & estate tax, mergers and acquisitions, shareholder buy-sell agreements, and healthcare transactions. Wilson primarily specializes in completing valuations for buy and sell-side ESOP transactions as well as annual valuation updates to ESOP trustees with existing ESOP clients. 

    Prior to his current role, Mr. Denari performed valuations for the purposes listed above, in addition to financial due diligence services for buy and sell-side third party transactions, at a regional accounting and advisory firm located in Indianapolis, Indiana. Prior to appraising privately held businesses, Wilson served as an investment accounting supervisor for a global provider of investment processing, management, and operations solutions in Indianapolis. He also has experience providing assurance services in the financial services sector for a Big Four accounting firm in Indianapolis. 

    Mr. Denari’s industry experience includes transportation services, professional services, construction, manufacturing, distribution, machinery/equipment repair and maintenance, market research services, and energy solutions providers. 

    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)

    In this session Ben Wright will discuss the outlook for the construction and commercial sectors, identifying growth opportunities in 2025.

    During this NASBP Virtual Seminar, we are joined by Ben Wright who represents The Hartford’s Global Insights Center, an internal think tank that covers economics and geopolitics.  In this session he will discuss the outlook for the construction and commercial sectors, identifying growth opportunities in 2025. He will also cover the macroeconomic, sectoral, and geopolitical risks that every surety professional needs to know.

    Ben Wright

    Principal U.S. Economist

    The Hartford

    Ben is a Principal U.S. Economist with the Hartford’s Global Insights Center, where he focuses on macroeconomic and sectoral trends.

    He covers topics that shape the business landscape, including inflation, the job market, interest rates, and construction activity.

    Ben has almost two decades of professional experience across the corporate, consulting, and government sectors.

    Before joining The Hartford, Ben was an economist at Visa where he covered trends in consumer spending, interest rates, and the credit card and banking sectors. He advised board members and executives and was a frequent speaker at client events.

    Ben also held positions at the Bureau of Labor Statistics where he focused on long-term job market forecasting, and at a boutique consulting firm that analyzed the California economy.

    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)

    As Nearshoring continues to gain momentum in Latin America—particularly between Mexico and the United States—surety bond producers must understand the implications for their clients.

    As Nearshoring continues to gain momentum in Latin America—particularly between Mexico and the United States—surety bond producers must understand the implications for their clients. Nearshoring involves companies relocating their supply chains closer to their main markets, including manufacturing, production operations, and service centers. This shift presents unique opportunities along with several key considerations:

    - Cross-border legal implications
    - Compliance requirements
    - Regulatory challenges
    - Strategic business decisions
    - Cultural dynamics
    - Legal hurdles

    Join us for an insightful webinar featuring Jerry Brodsky, Director of Peckar & Abramson’s Latin American Practice Group, and Roberto Hernandez-Garcia, Managing Partner of COMAD, S.C.  (Mexico). They will provide essential insights, practical tips, and real-world experiences concerning Nearshoring. This session is designed specifically for surety bond producers looking to support clients navigating this transition and those involved in designing and constructing Nearshoring facilities. Don't miss this opportunity to enhance your understanding and expand your expertise in this evolving landscape.


    A medida que el Nearshoring sigue ganando impulso en América Latina, especialmente entre México y Estados Unidos, las afianzadoras y emisoras de garantías deben entender las implicaciones para sus clientes. El Nearshoring implica que las empresas reubiquen sus cadenas de suministro más cerca de sus mercados principales, incluyendo la fabricación, las operaciones de producción y los centros de servicio. Este cambio presenta oportunidades únicas junto con varias consideraciones clave:

    - Implicaciones jurídicas transfronterizas
    - Requisitos de conformidad
    - Retos normativos
    - Decisiones empresariales estratégicas
    - Dinámicas culturales
    - Obstáculos legales

    Acompáñenos en este seminario web en el que participarán Jerry Brodsky, Director del Grupo de Práctica Latinoamericana de Peckar & Abramson, y Roberto Hernández-García, Socio Director de COMAD, S.C. (México). Ellos proporcionarán ideas esenciales, consejos prácticos y experiencias del mundo real en relación con el Nearshoring. Esta sesión está diseñada específicamente para las afianzadoras y emisoras de garantías que buscan apoyar a los clientes que navegan esta transición y los que participan en el diseño y construcción de instalaciones de Nearshoring. No se pierda esta oportunidad de mejorar su comprensión y ampliar su experiencia en este panorama en evolución.

    Jerry P. Brodsky

    Partner, Director

    Peckar & Abramson

    Jerry Brodsky is a partner and director of Peckar & Abramson’s Latin American practice. Jerry is trilingual (English/Spanish/Portuguese) and is certified by the Florida Bar as a Construction Law Specialist. Many of Jerry’s matters involve multi-cultural domestic or cross-border transactions and disputes. His practice includes the representation of international and domestic general contractors, construction managers, sureties and other construction professionals in the United States and throughout Latin America and the Caribbean, in the preparation of contract documents, negotiation, mediation, arbitration and litigation of construction contract claims, construction and design defect claims, insurance claims, surety bond claims and related matters.

    Jerry’s practice and experience includes mega-projects for transportation and other infrastructures, as well as industrial, commercial and residential engineering and construction projects. Jerry also  provides training services and counseling to domestic and international clients in the areas of contract negotiation, compliance and legal project administration/risk management. In 2021, he completed FIDIC Certified Course Module 2: Claims and Disputes Resolution. Jerry represents and has served as project counsel during the procurement, negotiation, implementation, administration and post-completion phases of mega-projects, using both traditional and project finance/ public-private partnership delivery models.

    Jerry also serves as referee and dispute board member in international disputes involving construction of infrastructure projects in Central America and has been engaged to develop, implement and administer a program of dispute boards for world sporting events in Brazil.
    Jerry is admitted to practice in the State of Florida and the United States District Courts for the Northern and Southern Districts of Florida. He is a member of the Florida Bar and the Dade County Bar, and serves as Chair of the International Division of the Forum on Construction of the American Bar Association and Secretary of Region 4 - Latin America of the Dispute Resolution Board Foundation. He received his bachelor of science in industrial engineering from Lehigh University and his law degree, summa cum laude, from the University of Miami.



    Roberto Hernandez-Garcia

    Managing Partner

    COMAD, S.C.

    Roberto Hernandez-Garcia is an accomplished International Construction Lawyer ad the Managing Partner of COMAD, a prominent construction law firm based in Mexico City. With extensive experience advising major players in the infrastructure industry across Mexico, Central, and Latin America, Roberto has earned a reputation in his field. He specializes in FIDIC contracts and is certified by FIDIC as a Dispute Board, Trainer, and Procurement Specialist through rigorous examinations. His expertise has made him a trusted advisor and a highly sought-after professional in the construction law arena.

    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)

    After the June 27, 2024, implementation of new financial assurance requirements at BOEM (the regulator for all offshore energy production in the US), a suit was filed by several states challenging the new regulations.

    After the June 27, 2024, implementation of new financial assurance requirements at BOEM (the regulator for all offshore energy production in the US), a suit was filed by several states challenging the new regulations. Letters are going to clients requesting new financial assurance (including bonds) or modifications to existing bonds. The new BOEM regulations require that the Regional Directors at BOEM uniformly require financial assurance from lessees in the Gulf of Mexico who do not have an investment grade rating, eliminating the discretion previously afforded to the regulators. A panel comprised of Patrick Hennesy, National Underwriting Office for Sompo International, and Chairman of the SFAA Energy Subcommittee, Surety, John Hohlt, Head of Surety for CAC Specialty, a Houston-based surety broker, and Jason Kilpatrick, SVP, Energy Practice Leader at Applied Surety Underwriters will discuss the most recent BOEM regulations, impacts of the US Supreme Court’s Chevron ruling, and current state of the surety industry response to the new BOEM regulations.

    Patrick Hennesy

    National Underwriting Officer

    SOMPO International

    Based in Houston, Pat is Sompo Surety’s U.S. National Underwriting Officer.  This role encompasses portfolio management and credit modelling responsibilities for the U.S. Surety book, reinsurance placement activities, and other facets of surety executive leadership. Pat brings 15+ years industry experience to Sompo and its broker partners.  This experience includes underwriting and broking a variety of companies within the Fortune 2000 and private company equivalents, energy risks, and all facets of the surety life cycle including complex credit analysis, mergers and acquisitions, private equity involvement, collateral structures, and claims management. 

    Prior to Sompo, Pat worked to build JLT Specialty’s surety brokerage practice in the United States with an emphasis in Energy as JLT’s Energy Surety Practice Leader.  Upon Marsh & McLennan Companies, Inc.’s acquisition of JLT, Pat became a Senior Vice President in Marsh JLT’s Surety Practice.  Prior to Marsh JLT, Pat worked at RLI Insurance Company in RLI’s Surety Group.  

    Pat earned a B.B.A. in Finance and a B.B.A. in Economics from Loyola University of Chicago. He also holds the Associate in Fidelity and Surety Bonding (AFSB) certification.  Pat serves on the Houston Advisory Board for Heroes for Children, an organization that advocates for and provides financial assistance to families with children battling cancer.

    John L. Hohlt

    Client Advocate - Surety

    CAC Speciality

    John is responsible for servicing and consulting on the surety bonds for clients handled by CAC Specialty Natural Resources.

    John specializes in oil and gas surety. Originally a surety underwriter, John started his career with Argo Surety before joining Wortham in 2015. In 2017 he was recognized as a top young broker by Insurance Business Magazine primarily for his extensive research and knowledge of Bureau of Ocean Energy Management regulations which enabled him to specifically target clients with offshore surety bond needs, limiting risk and countless hours of guesswork. Later, he helped develop and implement the use of the Dual Obligee Bond in the Gulf of Mexico for both BOEM and private obligations. He has a deep knowledge of all aspects of the energy market and their surety needs. Later this year, he will be speaking at NASBP on the State of the Union for Oil and Gas Surety.  Outside of energy, John has a strong grasp of contract surety and all forms of commercial surety.

    John has a Bachelor of Science Degree in Finance with a specialization in Alternative Investments from Fordham University. He graduated with honors and was on the Varsity football team. He is a member of the National Association of Surety Bond Producers (NASBP) as well as the Houston Surety Association.

    Jason Kilpatrick

    SVP, Energy Practice Leader

    Applied Surety Underwriters

    Jason joined the Applied team in Jul’23 as the Energy Practice Leader, where he leverages his extensive expertise in risk management and underwriting to lead the company's energy sector initiatives. With a career spanning over two decades, Jason has built a reputation as a strategic leader with deep insights into the complexities of the energy industry. Before joining Applied, Jason served as the Chief Risk Officer at Berkley Surety, where he was responsible for overseeing the company’s risk management framework, while ensuring underwriting best practices, and driving sustainable profitability. His tenure at Berkley Surety was marked by his ability to navigate the volatile landscape of surety and risk, earning him recognition as a key player in the industry. Prior to his role at Berkley, Jason honed his expertise in the energy sector as an Oil & Gas Underwriter at RLI. His hands-on experience in underwriting within this specialized field provided him with the knowledge and acumen necessary to assess and mitigate the unique risks associated with energy operations. Jason holds an MBA from the University of Houston and a Bachelor of Science in Business Administration (BSBA) from the University of Denver and served five years as a member of the U.S. Armed Forces. 

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