What Does Level I Cover?
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, introduction to claims handling concepts. The three-day course culminates 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.
Registration
Registration Costs
Members/Affiliates/Associates Rate - $1,395
Non-member registration costs - $2,790
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 will be emailed to each registrant to complete in November 2026.
All cancellations and transfers must be sent in writing to NASBP at prodev@nasbp.org. Requests for transfers to alternate classes at the same event, future events, or to another employee of the same company are considered on a case-by-case. For a full refund, written cancellation must be received 30 calendar days before the start of the event. Cancellations received between 15 - 29 days before the event are eligible for a 50% refund. Cancellations received in less than 15 calendar days before the event, or on registrations that have been transferred to a later event, are not eligible for refunds. All refunds will be charged a 5% processing fee.
Hotel Information
Winter 2027 Surety School will be held at the Houston Marriott Sugar Land, 16090 City Walk, Sugar Land, TX 77479.
Hotel room link coming soon!
NASBP GROUP Rate: $185, plus applicable taxes
Even though NASBP has a block of rooms available at the special NASBP group rate, these rooms could sell out before the hotel room cut-off date of Friday, December 11, 2026. All Students are responsible for making their own room reservations. Room reservations are held on a first-come, first-served basis and NASBP cannot guarantee an accommodation once the room block is sold out.
To avoid disappointment at not getting into the hotel, please secure your hotel room as soon as possible.
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 page, 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.
Winter 2027 Schedule
| Time | Event |
|---|---|
| Sunday, January 24 | |
| 6:30 - 7:30 p.m. | Welcome Reception |
| Monday, January 25 | |
| 7:30 - 8:00 a.m. | Continental breakfast |
| 8:00 a.m. - 5:00 p.m. | Class |
| Tuesday, January 26 | |
| 7:30 - 8:00 a.m. | Continental breakfast |
| 8:00 a.m. - 5:00 p.m. | Class |
| Wednesday, January 27 | |
| 7:30 - 8:00 a.m. | Continental breakfast |
| 8:00 a.m. - 4:30 p.m. | Class |
| 5:30-7:30 p.m. | Graduation Reception & Dinner |
Disclaimer
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).
