Sales Workshop

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This unique workshop is designed specifically to help surety bond producers define and hone their sales process by learning the strategies and practices used by the top producers in our industry. Participants will leave with clear, actionable practices that can be implemented immediately. Adding to this already great content participants this year will also participate in the MCORE assessment to help identify their unique pattern of motivated behavior and an understanding of how to use that information to achieve better outcomes! 

Register_Now_button.pngThe registration fee of $1,059 for NASBP members, affiliates and associates, and $2,118 for non-members must be paid in advance of the workshop. Fees include all classes, class materials, assessments, the reception, and continental breakfast. Attendees are responsible for their own travel, hotel accommodations, and all other incidental expenses.

Overview

Tuesday, October 2

1:00 - 5:00 p.m.

Introductions & Class

6:00 - 7:00 p.m.

Networking Reception

 Wednesday, October 3

7:30 - 8:00 a.m.

Continental breakfast

8:00 a.m. - 12:30 p.m.

Class - We ask students not to make travel plans that will require them to leave class before 12:30


Continuing education credits are not available for this workshop.

Hotel

NASBP's Sales Workshop will be held at the  Ritz Carlton New Orleans, 921 Canal Street, New Orleans, LA 70112, (504) 524-1331Attendees are responsible for making their own sleeping room accommodations. NASBP has secured a discounted room rate of $269/night plus taxes. Attendees must reserve their room by Monday, September 10, 2018, in order to receive this special rate. Book your room online today or call (800) 542-8680 and reference the National Association of Surety Bond Producers! 

Faculty

JP_Picture.jpgJONATHAN PAUL has been a consultant and strategist for the Commercial Insurance and Surety Industry, the Accounting Industry, the Legal profession, Fortune 500 and private companies for the past 30 years.  His practice specializes in helping organizations develop future leaders with identity-based tools and best practices. His passion is equipping leaders to grow their practices and organizations.
Mr. Paul integrates his background in vocational and clinical psychology with best engagement practices learned from the work he and his team have done with 825 companies.

From 2005 to the present Mr. Paul has worked with private companies, national associations and professional practices that require a new sustainable market approach that engages potential clients in new ways and produces real results. This has included the Accounting Industry, Commercial Insurance and Surety industries, and the high-end Wealth Management industry. He has helped these industries develop new sustained market competencies that relate to their core identity, that allow them to compete and operate more effectively. Prior to that Mr. Paul worked primarily with public companies, providing strategy and sourcing, selection and development resources for approximately 350 clients and their corresponding sales forces.   His clients included AT&T, Johnson & Johnson, Wyeth-Ayerst, The New England, Eli Lilly, Aerotek, Acuity Brands and many, many others.



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LAWRENCE F. McMAHON is Executive Vice President and Surety Manager for Alliant Insurance Services, Inc. which he joined in 2000. In addition to managing large surety placements nationally, he works closely with Alliant Construction Unit and Alliant Public Entity Group to provide expert advice on surety. After graduation from Siena College he joined St Paul/Seaboard Surety Company and in 1994 was appointed branch manager in Los Angeles. The 1998 merger of St. Paul/Seaboard and USF&G saw him named Regional Underwriting Director in New York.

Mr. McMahon served as NASBP President in 2013-14. He serves on the NASBP Professional Development & Education and the Government Relations committees. He participated in the development of the curriculum for and teaches at the NASBP Sales Workshop for Bond Producers. He has been a faculty member of the NASBP William J. Angell Surety School since 2000.



print-54.jpgCHAD MARTIN 
is a Vice President of the Construction Division at TIS Insurance Services, Inc. His primary focus is that of a contract bond producer, where he has worked for the past decade working with construction industry clients to help them improve bonding capacity through both internal changes and external relationships.

Before joining TIS, Mr. Martin worked in private banking at Wachovia Bank.

He graduated from the University of Tennessee-Knoxville - College of Business Administration with a bachelor’s degree in Economics in 2003.

Mr. Martin has a wealth of teaching experience, having taught at the University of Tennessee’s Construction Management program in 2014-17; and the SBA Surety Bond Educational Programs from 2013-16. He has also given presentations on understanding surety, and construction finances and accounting.

In addition to teaching at the William J. Angell Surety School, Mr. Martin is very active in numerous NASBP committees, including the 5-15 Leadership Committee, where he served as chair; the Annual Meeting Program Committee, where he served as co-chair in 2015-16; he is a past Region 8 Director and currently on the Board of Directors, where he serves as a Director at Large. He also assists on the Professional Development Committee as vice chair. Mr. Martin received the 2016 President’s Award for his distinguished service to the NASBP.  He is also active in numerous construction industry trade associations, including the Associated Builders and Contractors, Associated General Contractors, Tennessee Road Builders Association, Associated Construction Women and Contractors Financial Management Association of Tennessee.
 

All cancellations must be sent in writing to NASBP at tadams@nasbp.org or via fax at (240) 200-1295. 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.


Questions?

For more information, please contact NASBP Professional Development at prodev@nasbp.org