NASBP Risk Workshop

:
Analyzing Risk and
Understanding the Bid Process
Next Offering: To be determined
Overview
This interactive workshop
provides a comprehensive overview of the risk environment that
construction contractors deal with today. The workshop explores
how risk considerations influence the bidding process, contract
conditions/elements, and pricing.
The workshop faculty is
comprised of recognized industry experts in construction risk,
who will share their insights and answer your questions. In
addition, participants will have the opportunity to work in
small groups with their peers to deepen their understanding of
the topics presented during the workshop.
Who Should Attend?
- Bond Producers
- Bond Managers
- Bond Department Service
and Support Personnel
- Surety Underwriters
- Property and Casualty
Underwriters
Workshop Objectives
Gain the contractors’
perspective on:
- Making Bid Decisions
- Direct versus Overhead
Costs
- The True Cost of Running a
Job
- The Assessment of
Contractual Risk
- Unforeseen Conditions
- Insurance Clauses
- Quantifying the Inherent
Risks of a Job
Workshop Schedule
| Tuesday |
|
|
| 7:30
- 8:00 a.m. |
|
Continental Breakfast |
| |
|
|
| 8:00
am - 12:00 noon |
|
Classroom Instruction |
| |
|
Introductions
and course overview |
| |
|
Profitability & Group
Exercise |
| |
|
Best
Practices in Estimating & Prebid Meeting |
| |
|
|
| 12:00
noon - 1:00 pm |
|
Lunch w/groups (on own) |
| |
|
|
| 1:00
pm - 5:30 pm |
|
Classroom Instruction |
| |
|
Construction
Contracts |
| |
|
Construction
Insurance Requirements |
| |
|
|
| 5:30
- 6:30 pm |
|
Opening Reception |
| |
|
|
| Wednesday |
|
October 13th |
| 7:30
- 8:00 am |
|
Continental Breakfast |
| |
|
|
| 8:00
am - 12:00 noon |
|
Classroom Instruction |
| |
|
Reading Blueprints &
Specifications |
| |
|
Subcontractor Qualification |
| |
|
Distribute Subcontract
Proposals & Group Exercise |
| |
|
|
| 12:00
noon - 1:00 pm |
|
Lunch w/groups (on own) |
| |
|
|
| 1:00
pm - 5:30 pm |
|
Classroom Instruction |
| |
|
Project Risk |
| |
|
Distribute Addenda &
Group Exercise |
| |
|
Markup vs. Margin |
| |
|
Q&A from Work Time |
| |
|
Crunch Time - Final Proposal
Preparations |
| |
|
|
| Thursday |
|
|
| 7:00
- 7:30 am |
|
Continental Breakfast |
| |
|
|
| 7:30
am - 11:30 am |
|
Classroom Instruction |
| |
|
Group Presentations |
| |
|
Company Risk |
| |
|
Bid Review |
| |
|
Bid Award Presentation |
| |
|
|
| 11:30
am - 12:30 pm |
|
Graduation Brunch/Workshop
Concludes |
Faculty Information
Brian
Wasserman
Mr. Brian Wasserman is an
Assistant Professor in the Construction Management Department
at Minnesota State University, where he instructs Estimating and
Scheduling. He holds an Adjunct Faculty position at
the University of Minnesota and is President of Leading Change,
Inc, a construction consulting firm.
Brian and has been involved in
the construction industry for more than 25 years through a
family-run sheet metal business. He serves as the lead
instructor for the NASBP Risk Workshop.
Leslie
Shiner
Ms. Leslie Shiner, author,
speaker, and trainer, has more than twenty years experience as a
financial and management consultant for the construction
industry. She is the owner of The ShinerGroup, a consulting firm
helping contractors better understand their business practices
and maximize profits.
Leslie is also the author of numerous articles and publications
including A Simple Guide to Turning a Profit as a Contractor.
She is an engaging speaker with a long history of rave reviews.
She continues to receive high praise for her ability to make
financial management interesting, understandable, and even
entertaining.
David
A. Castillo
Mr. Castillo is with Alliant
Insurance Services, Inc. where he oversees the construction
practice for both surety and property/casualty in their Las
Vegas, Nevada office. David began his career with Bank of
America in Sacramento, California as a commercial loan officer
in 1983. In his positions in banking and insurance, he has
consulted with many construction companies helping them to
secure financing and bonding.
He is Chairman, NASBP Professional Development & Education
Committee and has been a faculty member at the NASBP William J.
Angell Surety School since 2001. He also serves on the NASBP
Government Relations Committee and Risk Management & Insurance
Committee.
David is a graduate of the University of California, Davis and
the University of Southern California.
J. William Ernstrom
Mr. J. William
Ernstrom is Vice President for Major Strategic Projects for The
Walsh Group, an ENR Top 15 National Construction Contractor.
Formerly Bill was the General Counsel of Alberici Corporation.
He was the founding partner in the law firm of Ernstrom & Dreste,
LLP. For over 25 years, he focused his practice on the
construction and surety industries. For over 15 years Bill was
responsible for the Contract Documents Program of the Associated
General Contractors of America. During that time Bill led the
industry effort that developed the ConsensusDOCS and was the
lead AGC member in dealing with the AIA on the 1997 and 2007
A201 contract documents. Mr. Ernstrom is the co-editor of the
“AGC Contractor Documents Handbook”. He has authored numerous
articles on a variety of surety and construction law topics and
has been a frequent presenter at industry events.
Bill is a graduate of Hamilton College and Cornell Law School.
Mark
H. McCallum
Mr. Mark McCallum is Chief
Executive Officer of the National Association of Surety Bond
Producers. He previously served as the association’s general
counsel and director of government affairs, heading its
government relations, industry relations, legal, and other
functions. Prior to joining NASBP, Mr. McCallum was Senior
Counsel & Executive Director of Programs and Industry Relations
with the Associated General Contractors of America, and
Associate Counsel with American Institute of Architects.
Mark is a graduate of Vanderbilt University and Tulane Law
School.
Continuing Education Credit
The amount of continuing
education credit awarded varies by state. Contact NASBP
Professional Development at 202-686-3700 for specific state
information.
Workshop Cancellation Policy
All cancellations or
substitutions must be made in writing. For a full refund, a
written cancellation must be received 30 calendar days prior to
the start of the workshop. Cancellations received between 15 –
29 calendar days prior to the workshop are eligible for a 50%
refund. Cancellations received in less than 15 calendar days
prior to the workshop are not eligible for refunds.
Questions?
Please call NASBP Professional
Development at 202-686-3700.