
General Information
Online Registration for NASBP Members/Affiliates/Associates
Online Registration for Non-Members
Hotel Information
Course Curriculum
Schedule of Events
Continuing Education
Level I - Open Book Test
General Information
School Attire
Business casual for classes, business attire for the Graduation Dinner
Welcome Reception
A Welcome Reception for Level I & II students and faculty will take place on Sunday from 6:30 pm - 7:30 pm.
Level I Graduation Reception/Dinner
On Wednesday the reception will begin at 5:30 pm followed by dinner from 6:00 pm - 7:30 pm.
Registration Information
Fees
Must be paid in advance and include registration fee, course material, and instruction fees. Travel, hotel accommodations, and incidental expenses are not included.
Registration
Register Online - NASBP Members/Affiliates/Associates
Register Online - Non-Members
Surety School Level I Fees
Students will be accepted on a space-available basis. Register Early!
Registration cancellation policy
All cancellations must be sent in writing to NASBP at clee@nasbp.org or via fax at (202) 686-3656. For a full refund, a written cancellation must be received 30 calendar days prior to the start of the meeting. Cancellations received between 15 – 29 days prior to the meeting are eligible for a 50% refund. Cancellations received in less than 15 calendar days prior to the meeting are not eligible for refunds.
CREDIT CARD CANCELLATION POLICY
When cancelling a registration paid for by credit card, all refunds will be issued by check only, a 5% processing fee will be deducted from the refund
JW Marriott Miami
1109 Bricknell Ave
Miami, FL 33131
Location - JW Marriott Miami
Accommodations/Hotel Rate - School attendees are responsible for making their own sleeping room accommodations with the JW Marriott. A block of rooms with a discounted rate of $130 single/double (plus applicable taxes) for NASBP students has been reserved at the hotel. Call the hotel reservations department directly and be sure to let them know you will be attending the NASBP Surety School to receive the discounted room rate. To guarantee the rate, reservations must be made before Friday, July 6, 2012. Reservations will be accepted on a space and rate available basis only. The NASBP block could sell out before the cut-off date so book your room early.
Course Curriculum
Level I is intended for the novice producer, in-house bond department support staff, and those new to the industry. The curriculum includes: an overview of the surety industry, surety credit information gathering techniques, financial statement analysis, submissions to surety companies, commercial surety and introduction to claims handling.
Surety Credit Information Gathering Techniques
- General Contractor Information
- Letters
- Documents
Introduction to Contractors' Financial Statements
- Opinion Page
- Balance Sheet
- Income Statement
- Financial Statement Notes
- Work-in-Process
Submission to the Surety
- Bid & Final Bonds
- Design Build
- Joint Ventures
Commercial Surety
- Types
- Markets & Marketing
Claims
- Producer's Role in the Claim Process
- Surety's Options
Case Study
- Students are presented with a multiple year underwriting exercise and required to analyze and present solutions of how to manage it.
Schedule of Events
| Sunday, July 29 |
| 6:30 pm - 7:30 pm |
Welcome Reception |
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| Monday, July 30 |
| 7:30 am – 8:00 am |
Continental Breakfast |
| 8:00 am – 5:00 pm |
Level I Class |
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| Tuesday, July 31 |
|
| 7:30 am – 8:00 am |
Continental Breakfast |
| 8:00 am – 5:00 pm |
Level I Class |
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| Wednesday, August 1 |
|
| 7:30 am – 8:00 am |
Continental Breakfast |
| 8:00 am – 5:00 pm |
Level I Class |
| 5:30 pm – 6:00 pm |
Graduation Reception |
| 6:00 pm – 7:30 pm |
Graduation Dinner |
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Continuing Education Credit
For more information, please contact Charnita Lee or call (202) 686-3700.
2012 Summer School - Credits by State - Level I
| Alabama - 21.0 |
Louisiana - 22.0 |
Ohio - 20.0 |
| Alaska - not a provider |
Maine - 22.0 |
Oklahoma - 16.0 |
| Arizona - 21.0 |
Maryland - 16.0 |
Oregon - 21.0 |
| Arkansas - 23.0 |
Massachusetts - 17.0 |
Pennsylvania - 23.0 |
| California - 22.0 |
Michigan - 22.0 |
Rhode Island - 16.0 |
| Colorado - 23.0 |
Minnesota - 23.0 |
South Carolina - 24.0 |
| Connecticut - 21.0 |
Mississippi - 12.0 |
South Dakota - 12.0 |
| Delaware - 20.0 |
Missouri - 16.0 |
Tennessee - 22.0 |
| Georgia - 23.0 |
Montana - 17.0 |
Texas - 15.0 |
| Florida - 24.0 |
Nebraska - 21.0 |
Utah - 16.0 |
| Hawaii - 20.0 |
Nevada - 22.0 |
Vermont - 21.0 |
| Idaho - 22.0 |
New Hampshire - 22.0 |
Virginia - 21.0 |
| Illinois - 12.0 |
New Jersey - 22.0 |
Washington - 22.0 |
| Indiana - 21.0 |
New Mexico - 22.0 |
West Virginia - 13.0 |
| Iowa - 21.0 |
New York - 15.0 |
Wisconsin - 22.0 |
| Kansas - 12.0 |
North Carolina - 6.0 |
Wyoming - 16.0 |
| Kentucky - 21.0 |
North Dakota - 22.0 |
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