Level I



Level I: Is intended for in-house bond department staff, producers new to contract surety, and those new to the industry. The curriculum includes an overview of the surety industry, introductory financial statement analysis, work in process concepts and application, surety credit information-gathering techniques, submissions to surety companies, review of regularly encountered surety documents and bond forms, commercial surety and introduction to claims handling concepts. The three-day course completes with a review of all subject matter presented in an interactive, participatory format.

This course is rated "basic/introductory." It is intended for the student who has little or no knowledge of the subject matter or who has little or no prior experience with the subject matter.


Priority Registration NASBP members, affiliates and associates for Summer 2017, to be held July 31-Aug. 2 in Dallas, is now open.

Registration cost $1,350 for members, affiliates and associates.

Non-member registration costs $2,700.

Please note: Registration is not considered complete until the fee is paid and the student information survey is complete. This short survey is designed to gauge each participant’s level of surety knowledge and help our Surety School faculty tailor each class to the participants. It is not a test. It should be returned to the Professional Development Department at prodev@nasbp.org no later than Monday, July 10, 2017.


All cancellations must be sent in writing to NASBP at mthomas@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 event. Cancellations received between 15 - 29 days prior to the event are eligible for a 50% refund. Cancellations received in less than 15 calendar days prior to the event are not eligible for refunds. All refunds will be issued by check and a 5% processing fee will be deducted from purchases made with a credit card.

Hotel Information

All classes will be held at The Westin Galleria Dallas, 13340 Dallas Parkway, Dallas, TX, 75240, 972-934-9494

School attendees are responsible for making their own sleeping room accommodations with The Westin Galleria Dallas by calling 888-627-8536 and saying they are with the NASBP Surety School. NASBP has secured a discounted room rate of $139/night plus taxes. All students must reserve their room by Monday, July 3, 2017 in order to receive this special rate.

Additional Information
Before coming to school, students should review a copy of The Basic Bond Book, the PDF of which is located on NASBP's Resources web page and take the 20-question open-book test based on the book, which will ensure that all students are ready for class.

Level I students who do not have an accounting background are strongly encouraged to view the 1-hour Virtual Seminar Accounting Terminology for Non-accountants (Financial Statements 101). It is free and will greatly improve your understanding of the concepts that will be taught at Surety School.

SUMMER 2017 Schedule

Sunday, July 30

6:30-7:30 p.m.

Welcome Reception (optional)

Monday, July 31

7:30-8:00 a.m.

Continental breakfast

8:00 a.m. - 5:00 p.m.


Tuesday, Aug. 1

7:30-8:00 a.m.

Continental breakfast

8:00 a.m. - 5:00 p.m.


Wednesday, Aug. 2

7:30-8:00 a.m.

Continental breakfast

8:00 a.m. - 4:30 p.m.


5:30-7:30 p.m.

Graduation Reception (optional)

Continuing Education Credit

The William J. Angell Surety School - Level I has been approved by the state insurance/financial services department/commissioner/continuing education committee in each state for the amount of Property/Casualty Insurance continuing education credits listed below.

In order to receive credits, students must sign in at the beginning of each day's class and sign out at the end of each day's class. Students must attend all 3 days' classes in order to receive the credits; no partial credit is awarded. There is no final exam. If you plan to request Continuing Education (CE) credits, please do not book an airline flight before 7:30 p.m.

Alabama – 20 + 1 Ethics

Louisiana – 21 + 1 Ethics

Oklahoma – 15 + 1 Ethics

Alaska - 21

Maine – 21 + 1 Ethics

Oregon – 20 + 1 Ethics 4

Arizona - 21

Maryland - 16

Pennsylvania - 23

Arkansas - 23

Massachusetts - 17

Rhode Island - 21 + 1 Ethics)

California - 22

Michigan – 20 + 1 Ethics 2

South Carolina – 15 + 1 Ethics

Colorado – 22 + 1 Ethics

Minnesota - 23

South Dakota - 10

Connecticut – 20 + 1 Ethics

Mississippi - 12

Tennessee - 22

Delaware – 19 + 1 Ethics

Missouri - 16

Texas – 14 + 1

District of Columbia - 16

Montana - 17

Utah – 15 + 1 Ethics

Florida – 23 + 1 Ethics 1

Nebraska – 20 + 1 Ethics

Vermont - 21

Georgia – 22 + 1 Ethics

Nevada - 22

Virginia - 20+ 1 Ethics 5

Hawaii - 20

New Hampshire - 22

Washington – 22 (including 1 Ethics)

Idaho – 19 + 1 Ethics

New Jersey - 22

West Virginia - 11 + 1 Ethics)

Illinois – 12

New Mexico - 15

Wisconsin - 22

Indiana – 17

New York - 15 3

Wyoming - 16

Iowa - 21

North Carolina - 8

Ontario, Canada - 16 Tech. + 1 Mgmt.

Kansas - 12

North Dakota – 22

Kentucky - 21

Ohio - 20


1 Florida Provider number 751. Course number 46642

2 Michigan Provider number 0168. Course number 68288

3 New York Provider number NYPO-100049. Course number NYCR-212942. Course expiration date: 11.30.2017.

4 NASBP and this course are registered with the Oregon Insurance Division and registration does not imply endorsement by the Insurance Division.

5 ONLY the Virginia Insurance License Number (VLN) or the National Producer Number (NPN) are permitted forms of student identification. This course is categorized as "Non-Company/Non-Agency."

Hourly breakdown of course time.

For more information, please contact NASBP's Professional Development Department at prodev@nasbp.org or call (202) 686-3700.

By registering for and attending NASBP meetings, programs, or events, you understand and agree that NASBP or its authorized representatives may conduct interviews and may take photographs and/or videotape and/or audio recordings at such meetings, programs, and events. You hereby grant to NASBP and its authorized representatives the absolute right and permission to use your name, likeness, biographical information, voice, content of any interview, image and/or photograph and any other indicia of persona (Persona) or to refrain from doing so in any manner or media whether existing now or hereinafter developed (including, without limitation, the Internet) worldwide, for trade, advertising, education, and/or promotional purposes. You agree that you shall have no rights of review or approval, no claim to compensation, and no claim arising out of or resulting from the use or alteration or use in any composite form of Persona and agree to release and hold NASBP and its authorized representatives harmless for any and all such uses(s).