August 4 - 7, 2013
Westin Denver Dowtown
Denver, Colorado
General Information
Hotel Information
Online Registration (THERE ARE NO MORE SPACES AVAILABLE FOR THIS OFFERING)
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
The registration fee must be paid in advance of the school and includes registration for all classes, class material, the Welcome Reception, continental breakfast each day, coffee breaks, and the Graduation Reception and Dinner. Travel, hotel accommodations, and all other incidental expenses are not included in the registration fee.
Registration
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 school. Cancellations received between 15 – 29 days prior to the school are eligible for a 50% refund. Cancellations received in less than 15 calendar days prior to the school are not eligible for refunds. All refunds on payments made with credit cards will be charged a 5% processing fee.
CREDIT CARD CANCELLATION POLICY
When cancelling a registration paid for by credit card, all refunds will be issued by check only, and a 5% processing fee will be deducted from the refund
1672 Lawrence Street
Denver, CO 80202
Accommodations/Hotel Rate - School attendees are
responsible for making their own sleeping room accommodations with the
Westin Denver Downtown. A block of rooms with a discounted rate of $179 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 Monday, July 1, 2013.
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
|
| 6:30 pm - 7:30 pm |
Welcome Reception |
| |
| Monday |
| 7:30 am – 8:00 am |
Continental Breakfast |
| 8:00 am – 5:00 pm |
Level I Class |
| |
|
| Tuesday |
|
| 7:30 am – 8:00 am |
Continental Breakfast |
| 8:00 am – 5:00 pm |
Level I Class |
| |
|
Wednesday
|
|
| 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 |
| |
|
Continuing Education Credit
For more information, please contact Charnita Lee or call (202) 686-3700.
2013 Winter 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 - 15.0 |
New Jersey - 22.0 |
Washington - 22.0 |
| Indiana - 21.0 |
New Mexico - 15.0 |
West Virginia - 14.0 |
| 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 |
Washington DC - 16.0
|