Virtual Seminars



In December the NASBP Virtual Seminar program will conclude its third successful year having presented 21 live telephone seminars in 2011. Since 2009 these Seminars have attracted more than 7,000 listeners. 

For 2012 we are pleased to offer you a more economical and easier way to participate in the program. When you sign up for the NASBP Virtual Seminar 2012 Subscription Series you will pay a one time fee of $995, saving you $385 and, in effect, giving you 5 free Seminars. You will automatically be registered for every Seminar. If for any reason you cannot attend a live Seminar, you will receive a link to the recording a few days later which you can listen to at any time you choose. 

If you have not yet participated in the program, I recommend you consider doing so. Under the direction of the Professional Development Committee, NASBP Virtual Seminars focus on timely, critical topics of broad interest to our industry. 

Each Seminar is one hour in length, including time for Q&A. Supporting documentation is provided for reference to supplement the topic under discussion. NASBP is pleased to offer an impressive line up of presenters, including but not limited to surety professionals, attorneys, academics, and consultants.

I encourage you to gather your team and, when appropriate, your customers and prospects, around a conference phone to participate, learn, and ask questions. 

With our ongoing business challenges, NASBP seeks to add value to your membership by communicating timely information on issues, trends, and strategies. I believe we should all consider making Virtual Seminars part of our organization’s plan for success.

Sincerely,

John M. Rindt, NASBP President

P.S. Yes, you will still be able to register for Seminars individually if you prefer. The fee remains the same in 2012 - $69 per phone line. If you miss any Seminars you can always purchase the recording afterwards.



NASBP Virtual Seminars

Telephone briefings are an economical and effective way for you and your staff to get up to the moment information on the issues of the day and hear from experts about items critical to your business success -- without anyone having to leave the office. All you need is a phone. Or, if multiple people at your location plan to participate, all you need is a speakerphone and enough chairs for everyone to gather around.
  • Cost Effective – $69 per phone line per Seminar OR * $995 for the year – a savings of $385
  • Convenient – Information, expertise, and practical insights come directly to you
  • Time Saving – Eliminates travel and time out of the office

* NASBP Virtual Seminar 2012 Subscription Series 

  • Register for the NASBP Virtual Seminar 2012 Subscription Series by December 30, 2011 and pay $995 for all 2012 Virtual Seminars. This is a savings of $385 over purchasing the Seminars individually.
  • You will receive the dates for all the Seminars in 2012 and, by December 30, the titles of the first six Seminars. 
  • In most months we present two Seminars.
  • You will receive monthly reminders and updates about upcoming Seminars. 
  • You will receive one phone number and one unique ID number for all the Seminars. (Your subscription is for one phone line for each Seminar.)
  • You will automatically be registered for each Seminar and you will not have to do anything to be listed as a registrant.
  • In the week before each Seminar you will be emailed the Seminar materials to download in time for the presentation.
  • If you did not call in to participate in a Seminar, we will send you a link to the audio presentation a few days after the event. You won’t even have to ask for it!

Key Benefits

  • Need-to-know information you can benefit from immediately
  • Presented by recognized authorities in their fields
  • Useful presentation materials highlighting main ideas and key points
  • Live Q&A - the experts answer your questions
  • Real-time insights that give you a competitive edge
  • Very accessible to everyone in your organization –a low cost, no travel professional development opportunity

Who Should Participate

  • Only NASBP Members, Affiliates, and Associates may register for Virtual Seminars
  • Agency/Company Management
  • Producers/Agents
  • Underwriters
  • Claim Representatives
  • Account Administrators/Customer Service Representatives

Register today.


Schedule

Previously held Virtual Seminars - recordings available


UPCOMING VIRTUAL SEMINARS:   
    

"Bond Approved! Is Your Responsibility Satisfied? Lack of follow-up puts agents and surety in difficult situations."
Tuesday, February 7 at 2 – 3 p.m. Eastern Standard Time


In this presentation Mr. Martin will discuss the answers to the following questions: 

  • Generally what are the agent’s duties to the surety to conclude the underwriting requirements which are conditions to writing a bond? 
  • What risks or exposure exists for the agent when a surety places underwriting requirements as a condition to writing a bond, and the agent fails to conclude the satisfaction of those underwriting requirements? 
  • What effect may failure to conclude underwriting requirements by an agent have on the surety’s rights in the event of a claim or breach?

Timothy D. Martin is an attorney with Ward, Hocker & Thornton, PLLC. Since graduation from college, he has pursued a business and legal career in the surety, fidelity, insurance, and financial institution industries. From 1979 through 1984, he worked for Reliance Insurance Company as a senior bond underwriter. In that position he was responsible for underwriting contract surety, commercial/miscellaneous surety, commercial fidelity, and financial institution accounts. After graduating from law school, Mr. Martin served as a prosecutor from 1984 through 1988 where he gained significant trial experience. Since 1989, he has concentrated his practice in the representation of fidelity/surety companies, construction companies, financial institutions, insurers and their insured’ in defense of personal injury actions and policy litigation, and commercial entities in litigation.

Mr. Martin serves as a Vice-Chair on the Insurance Coverage Litigation Committee for the American Bar Association, and has served in various leadership positions for the American and Louisville Bar Associations. He also currently serves on the Northfield City Council having been elected to five terms of office, and as a director on the board of Custom Quality Services, a non-profit corporation providing employment to mentally and physically disabled persons. He is a member of the United States Army Reserves, Judge Advocate General Corps and holds the rank of Lieutenant Colonel, Retired.


“Utilizing CFMA’s Financial Analysis Survey to Understand a Contractor’s Risk to your Portfolio” 
Tuesday, February 28 at 2:00 – 3:00 p.m. Eastern Standard Time


The construction industry has changed greatly in recent years. Instead of simple best-in-class comparisons, we are now seeing the CFMA Financial Analysis Survey data used to help guide decisions about risks, trends, and future backlog capabilities of clients. How can you use the wealth of information collected in the Survey to influence and optimize the makeup of your portfolio of contractors? Discussion will include how to use this tool to better understand your clients and their potential:

  • Learn how to use the Survey to evaluate client and prospect risks and trends.
  • Understand ongoing and future backlog potential for clients.
  • Hear about how and when comparisons across company type, geography, and revenue class are appropriate.
  • Receive ideas on how to become a better business advisor to your clients.

Elaine Ervin, CPA, has been in public accounting since 1986. She is a business assurance partner, the firm-wide leader of the Construction Group, and the Puget Sound Regional leader of the Construction and Real Estate Groups. She specializes in providing accounting and business advisory services to construction companies and has an extensive background in bonding and banking issues as they relate to financial performance. Ms. Ervin is active in CFMA, AGC, serves as President of the AGC Foundation, and has been published in CFMA’s Building Profits. 

 

 



Chris Gewain, CPA, CCIFP, has practiced public accounting since 2004. As a senior manager, he handles audits for construction and real estate clients. He has prepared and reviewed income tax returns, managed employee benefit plan audits, and assisted with various tax planning opportunities. Mr. Gewain is a member of AICPA, sits on the Program Committee for Orange County’s CFMA Chapter, and holds the Certified Construction Industry Financial Professional designation. He has experience leading continuing professional education courses on accounting, auditing, and construction related topics.




Upcoming Virtual Seminars

“New Frontiers for Premium Growth: Outsourcing Supply and Service Contracts” – March 6, 2012

“The Economy, Lending, and Construction in the Months Ahead” – March 20, 2012


“The Company You Keep: Part II – Updates, Practical Issues and Case Studies for Federal Set-Aside Contracts” – April 3, 2012

Building Information Modeling (BIM) - April 17, 2012


Getting Up to Speed on ESOPs: What Sureties Need to Know - May 15, 2012

Identifying, Evaluating, Maintaining, and Working Your “Top 120” - A Producer’s Guide to Building Your Practice- June 5, 2012

Taking Technology On Site - July 10, 2012

2013 AEC Industry Outlook and Economic Outlook - November 13, 2012




CLICK TO REGISTER FOR UPCOMING VIRTUAL SEMINARS

 


Online Registration and Information

Before each Virtual Seminar, call-in instructions and supporting documents/handouts will be emailed to registered participants.

To Register

Online: Click here to register online.

Cancellation Policy

Virtual Seminars registrations are non-refundable

Questions?

Please call NASBP Professional Development at 202-686-3700.