NASBP Virtual Seminars

• Overview
• Schedule
• Online Registration & Information

---

NASBP Virtual Seminars are now in their second year. In 2009, we offered 12 live telephone seminars to NASBP members and affiliates, all of which were well received and highly evaluated. If you did not participate, I recommend you consider doing so in 2010. Under the direction of the Professional Development Committee, NASBP Virtual Seminars focus on timely, critical topics of broad interest to our industry. For the schedule CLICK HERE.

Each seminar is one hour in length, including time for Q&A. Supporting documentation is provided for reference to supplement the topic under discussion. Once again, we have lined up an impressive group of presenters, including but not limited to surety professionals, attorneys, academics, and consultants.

We continually face challenges and NASBP wants to continue to add value to membership by communicating timely information on issues, trends, and strategies. I believe we should all consider making Virtual Seminars part of our organization’s plan for success for this year and beyond.

You can register for one seminar or multiple seminars. At $65 per phone line, this program is priced to make it accessible to all NASBP members and affiliates. We encourage you to gather as many people around a speaker-phone in your office for each presentation to maximize your organization’s benefit. If you cannot be in the office the day of the seminar, you can easily participate from your cell phone.

Sincerely,

Todd P. Loehnert, NASBP President

---

NASBP Virtual Seminars

Telephone briefings are an economical and effective way for you and your staff to get up to the moment information on the issues of the day and hear from experts about items critical to your business success -- without anyone having to leave the office. All you need is a phone. Or, if multiple people at your location plan to participate, all you need is a speakerphone and enough chairs for everyone to gather around.

·        Cost Effective – $65 per phone line
         (includes access to any supporting material provided by the presenters)

·        Convenient  – Information, expertise, and practical insights come
         directly to you

·        Time Saving – Eliminates travel and time out of the office  

Key Benefits

·        Need-to-know information you can benefit from immediately

·        Presented by recognized authorities in their fields

·        Live Q&A - the experts answer your questions

·        Real-time insights that give you a competitive edge

·        Very accessible to everyone in your organization –
         a low cost, no travel professional development opportunity

Who Should Participate

·        Seminars open for NASBP Members and Affiliates only

·        Agency/Company Management

·        Producers/Agents

·        Underwriters

·        Claim Representatives

·        Account Administrators/Customer Service Representatives

To Register - CLICK HERE

---

Schedule

Recent Virtual Seminars:  

"Agency Profitability: MarshBerry Benchmarking Results"

"Tax Law Changes Affecting Businesses"

"The Year Ahead: An Economic Outlook"

 

Upcoming Virtual Seminars:                 

"Fraud Prevention: Helping Your Clients Improve Internal Controls" - March 9 at 2:00 pm Eastern Time
Presenters: Karen Courney, Wolf & Company LLP
Chip Dillman, Greer & Walker, LLP

This seminar looks at the internal control areas unique to construction contractors and includes:
• Estimating and bidding
• Project administration
• Job site accounting and controls
• Billing procedures
• Contract costs
• Contract revenues
• Construction equipment
• Claims, extras, back charges
• Joint ventures

Examples of fraud resulting from weak controls, and the correct controls that should have been implemented, will be presented. Hear the questions that should be asked of clients to prevent fraud.

Click here to register online 

Karen A. Courney, CPA is Senior Consultant in Audit and Accounting Services, a Construction and Real Estate Specialist with Wolf & Company LLP. She works with construction and real estate companies, including residential and commercial developers and contractors, home builders, general contractors and subcontractors and other real estate entities. In addition to providing traditional audit, accounting, and tax services to clients, she acts as business advisor and consultant focusing on profit improvement issues, internal controls, operational efficiency, compliance with federal and state regulations, staffing issues, and interpreting and reacting to the information from an organization’s financial statements. Karen presents on business operations, internal controls, and fraud prevention and authors articles for industry related publications. She is a member of the American Institute of Certified Public Accountants, Illinois CPA Society, Northern Illinois Home Builders Association and the Home Builders Association of Greater Chicago.

Charles Dillman, CPA, CFE, has been with Greer & Walker for eight years and is currently a senior manager in the Audit practice. He has significant experience with real estate developers and property managers, contractors, professional service firms, manufacturers, and not-for-profits. Prior to joining Greer & Walker, Chip worked in the Chicago office of PricewaterhouseCoopers for five years in the Dispute Analysis & Investigations group where he focused on internal control assessments, potential fraud situations, and litigation support efforts. Chip is a member of the American Institute of Certified Public Accountants, the North Carolina Association of Certified Public Accountants, the Association of Certified Fraud Examiners, and the Home Builders Association of Charlotte. He is also a Certified Fraud Examiner.

 

"Federal Contracting Opportunities: Small Business is Big Business" - March 23 at 2:00 pm Eastern Time
Presenter: Steven L. Reed, Smith Currie & Hancock, LLP

This presentation is an overview of the issues to be considered by anyone pursing a Federal contract. Key points include:

• Examine all solicitation provisions carefully and in detail
• Legal issues should be resolved well before submitting a proposal in response to a solicitation issued by a Federal agency
• There are differences among various agencies in approach and style in contract administration and technical (construction and engineering) matters
• “Best-value” competitively negotiated acquisitions are in effect proposal writing contests
• Obvious defects in solicitation must be brought to the government’s attention prior to submitting a proposal
• Design-build is increasingly being solicited over the traditional design-bid-build method
• Teaming agreements and Mentor-Protégé agreements are the means by which large businesses can access the market for construction projects that are set-aside for small businesses
• Bonding assistance and indemnification agreements can be used to good effect
• A key to a good relationship with the Federal government is disclosure, disclosure, disclosure
• Contractors receiving ARRA payments must report certain information not typically required.

Click here to register online 

Steven L. Reed is a partner in the Washington, DC office of Smith, Currie & Hancock LLP. Steve joined Smith Currie in May 2007. Prior to joining the firm, Steve served as an Administrative Judge, Armed Services Board of Contract Appeals (ASBCA), where he mediated, adjudicated, or otherwise resolved 136 appeals involving all types of Department of Defense, Department of Health and Human Services, NASA, U.S. Postal Service, Department of Justice, Washington Metro, and Panama Canal contracts. In May 2006, Steve retired from ASBCA. In January 2008, Steve opened Smith Currie’s Washington, DC office. Steve earned his B.S. degree, magna cum laude, from the University of Georgia. He is also a graduate of the University of Georgia School of Law. Prior to entering law school, Steve served on active duty as an Army Field Artillery officer.  Steve and his wife, Linda, enjoy five children and six grandchildren.
 

 

 

---

Online Registration and Information

Before each Virtual Seminar, call-in instructions and supporting documents/handouts will be emailed to registered participants.

To Register

Online:  CLICK HERE TO REGISTER ONLINE

Questions?

Please call NASBP Professional Development at 202-686-3700.

 

Related Files

May 19 Seminar - Powerpoint