Level II

August 4 - 9, 2013
Westin Denver Dowtown
Denver, Colorado


General Information

General Information

School Attire
Business casual for classes, business attire for 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 II Graduation Reception/Dinne
On Friday the reception will begin at 5:30 pm followed by dinner from 6:00 pm - 7:30 pm

Must be paid in advance and include registration fee, course material, and instruction fees.  Travel, hotel accommodations, and incidental expenses are not included.

Online Registration NASBP Members/Affiliates/Associates

Online Registration for Non-Members

Surety School Level II Fees

• Members/Affiliates - $1585

• Non-Members/Affiliates - $3170

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

Westin Denver Downtown

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 II is intended for the new in-the-field bond producer with one to six years of experience. The curriculum includes intensive training in: contractor profiling, financial analysis, concepts and effective practices of account activation and service, claims handling, industry marketplace changes, and ethics.  The week-long school emphasizes the relationship between the producer, surety, and contractor, techniques of gathering information about the contractor and preparation of the case submission to the surety.

Contractor Accounting and Financial Statement Analysis Over Multiple Years

• Profiling the Contractor
• Analysis From a Surety Viewpoint
• AICPA Audit & Accounting Guide

Submissions to the Surety & Account Activation

• Contractor/Surety/Producer Relations
• Financial Reports and Supporting Documentation
• Documents
• Specific Job Underwriting
• Financial Trend Analysis

Claims

• Producer's Role in the Claim Process
• Surety Options

Industry & Market Changes

• Surety Company Results
• Reinsurance & Co-surety

Ethics and Ethical Decision Making

• NASBP Code of Ethics
• Ethics Case Study

Commercial Surety

• Types
• Markets & Marketing

Case Study

• The Students are presented with an underwriting problem and must obtain and analyze all necessary data, including insurance risk management, to solve the problem during the day-long role playing session. 

Schedule of Events

For more information, please contact Charnita Lee or call (202) 686-3700.

2013 Winter School - Credits by State - Level II