Level I: January 26 – 29 – Surety School 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 curriculum is completed with a review of all subject matter presented in an interactive, participatory format. For details about the curriculum and to register, click here.

Level II January 26 – 31 – Surety School Level II is intended for the bond producer/underwriter/account manager with one to six years of experience. The curriculum includes intensive training in: contractor profiling, detailed financial analysis, concepts and effective practices of account activation and service, claims handling, industry marketplace changes, and ethics. The week-long school emphasizes the relationship between the producer, surety, and contractor, techniques of gathering information about the contractor and preparation of the case submission to the surety. The curriculum culminates in a real-time, interactive case presentation, causing students to draw on concepts, applications, and methodologies presented during the entire program. For details about the curriculum and to register, click here.

The Winter School offering will be held at the Doubletree by Hilton Hotel–Greenway Plaza in Houston.