Surety School


The William J. Angell Surety School offers expert and comprehensive training for surety professionals with varying levels of knowledge and expertise.  This prestigious education program provides an opportunity to establish professional relationships with industry peers.

Continuing education credit (CE) vary from state to state.  Level I averages 20 CE hours. Levels II and III each average 27 CE hours.  For your specific state information, see the chart on the specific school page or email

Supplemental materials for Winter 2022 students:

Summer 2022 Surety School - Registration Open!

Level I SOLD OUT - July 31-August 3, 2022 - Phoenix, AZ- Provides an introduction to the surety industry and familiarization with the function and process of bonding.

Level II SOLD OUT - July 31-August 5, 2022 - Phoenix, AZ - Provides an understanding of producer, surety, and contractor relationships plus techniques for gathering contractor information and preparation of the case submission to the surety.

Level III - August 2-5, 2022 - Phoenix, AZ- This is an advanced course and is intended for those who have attended the Level II School (or have a mastery of the content taught in the Level II School) and have 5+ years of experience in the surety industry and delves into strategic industry issues, surety reinsurance, marketing, and sales strategies, advanced financial analysis and underwriting, risk management, and continuity planning. 

Commercial Surety School SOLD OUT - August 2-5, 2022 - Phoenix, AZ- Provides an understanding of key elements of commercial surety including legal requirements, financial analysis, underwriting processes, participant roles, and risks through real-life examples and case studies.

Future Dates and locations:

2023 Winter School 
Levels I and Level II will be held
January 22- 27
at the
Sugar Land Marriott Town Square, Sugar Land, TX.

Registration will open in August 2022.

2023 Summer School 

Levels I, Level II and Commercial Surety School will be held
July 30 - August 4 at the
Hilton Rosemont/Chicago O'Hare, Rosemont IL.
Registration will open in Febuary 2023.

What past students say about the William J. Angell Surety Schools:

"It was an excellent overview of surety! It was great to have all of the different areas reviewed in full. I most appreciated the hands-on experience in working through the financial statements and Work In Progress.” Katharine Snider, Kibble & Prentice, a USI Company, Seattle, WA.

"The instructors’ knowledge and experience provided more than just reading about surety. I appreciate hearing about real-life experiences in this ever-changing business.” Angelica Chavez, Surety Account Representative, HUB International Insurance Services Inc., Grand Junction, CO.

“There’s an extreme amount of knowledge in one room. With the various instructors, students and occasional guest speakers, you will encompass a lot of information in a week's time. You will come away learning so much more and  be networking with so many individuals who have traveled from other countries and states, says a lot for the prominence of the school.” Lisa Pless, Client Services Specialist – Surety, Willis Insurance Services of Georgia, Inc., Atlanta, GA.

“It will give you a more comprehensive overview of the surety business from both the company side as well as that of a producer. Other benefits are broadening your horizons within the industry by networking with your peers and the ability to tap into a network of established professionals for support in your own career.” Emily Golecki, CCI Surety, Inc., Tampa, FL.

For more information on the William J. Angell Surety School, please email

Faculty Page