SIO Topics & Speakers
This list includes speakers SIO staff has heard speak, recognized experts on a topic, or organizations that can assist with locating a speaker. It is by no means a complete list of speakers on the topics listed. Some speakers may charge a fee and/or travel expenses.
Topic
/ Speaker / Contact Information /Comments
Automation (surety) / SFAA/NASBP Joint Automation Committee / Joe OrgovanSFAA
202-778-3630
Sue DeCourcey
NASBP
202-686-3600
/ For committee members go to
Architecture/
Engineering / William Baum
Allied Groups Director
202-626-7345
American Institute of Architects
1735 New York Ave NW
Washington DC 20006
202-626-7300
Chapter contacts:
Departmental Contacts
- AIA Store
Fax: 202-626-7519 - Government Affairs
- Continuing Education
- Economics
- Press
Claims / John Sier
Attorney
Kitch Drutchas Wagner DeNardis & Valitutti / One Woodward Ave 10th floor
Detroit MI 48226
313-965-2915
fax 313-965-7403
/ Spoke at COAA Chicago 5/2003
“What Owners Need to Know About Bond Claims”
Jim Rudnik
Attorney
Cashion Spinelli Heller & Ferretti / 1515 DeKalb Pike #203
Blue Bell PA 19422
610-270-0333
fax 610-270-0337 / Speaks frequently on claims, formerly with Liberty Bond
Marilyn Klinger
Attorney
Sedgwick Detert Moran & Arnold / 801 S Figueroa St 18th Floor
Los Angeles CA 90017
213-615-8038
fax 213-426-6921
/ 2003 NASBP Regions
“Back to Basics in Claims” 2003-04 Chair, Surety & Fidelity Committee American Bar Assn
Construction Forecasts/Economy / Robert Murray
McGraw Hill Construction Information Group / 24 Hartwell Ave
Lexington MA 02173
781-860-6623
/ Gives construction forecast each year at Construction Writers Association Annual Meeting
Dan Sommer
SVP Marketing & Communications
CIT Equipment Financing / 1540 Fountainhead Pkwy
Tempe AZ 85282
480-379-3447
fax 480-370-3450
/ Surveys contractors & equipment distributors in US & Canada. Report at
Jerry Jackson
FMI / 5151 Glenwood Ave #100
Raleigh NC 27612
919-787-8400
fax 919-785-9320
/ Provides management consulting, training, & capital services to the construction industry
May charge fee
Ken SimonsonChief Economist
Associated General Contractors (AGC) / 2300 Wilson Blvd., Suite 400
Arlington, VA 22201
703-548-3118
fax 703-548-3119
Mike Davis, Joe Huesman, or Linnet Holland
US Census Bureau / 4700 Silver Hill Rd.
Washington DC 20233-0001
301-763-1605 / The Manufacturing and Construction Division (MCD) publishes detailed construction statistics by geographic area on employment, wages, inventories, value added, national and geographic statistics on housing and public and private construction put in place.
Construction Fraud / John B. Richardson III, CPA, CFE / 116 Defense Highway, Suite 301
Annapolis, MD 21401
410-255-5162
cell 443-386-5329
fax 410-360-6296
Construction Management / Bruce D’Agostino
Executive Director
Construction Management Association of America / 7918 Jones Branch Dr. #540
McLean VA 22102
703-356-2622
fax 703-356-6388
/ Construction Management is a professional service that applies effective management techniques to the planning, design, and construction of a project from inception to completion for the purpose of controlling time, cost, and quality.
Construction Management Projects / James. T. Ruddell, P.E.
Construction Manager, Ptomac Crossing Consultants / 2901 Eisenhower Avenue
Alexandria, VA 22314
703-329-0300
fax 703-329-3741
cell 571-237-2251
/ Woodrow Wilson Bridge Project
Construction Materials/
Steel Construction / John Cross PE
VP
American Institute of Steel Construction / One East Wacker Dr. #3100
Chicago IL 60601-2000
312-670-5406
fax 312-670-5403
/ Construction Materials Volatility Report
CPAs/Construction Accounting / John J. Corcoran, CPA
Executive Director
CICPAC / 15011 East Twilight View Dr.
Fountain Hills AZ 85268
480-936-0300
fax 480-836-0400
/ Construction Industry CPAs Consultants Association
Network of speakers across the country
-analyze financial statements
-assist with surety claims
-tax & audit info
Construction Financial Management Association (CFMA)
/ CFMA Headquarters
29 Emmons Dr. #F-50
Princeton NJ 08540
609-452-8000
fax 609-452-0474
CFMA Chapter List -
Grant Thornton Offices nationwide. Contact Linda Garvelink or Russ Agosta for a speaker / Linda Garvelink
Nat’l Marketing Director
Grant Thornton
1900 M St NW #300
Washington DC 20036
202-861-4103
fax 202-521-1599
Russ Agosta
Const’n Industry Service Group
Grant Thornton
27777 Franklin Rd. #800
Southfield MI 48034
248-262-1950
fax 248-350-3581
/ Advisory services & tax consulting
Topics include:
Sarbanes-Oxley, forensic accounting, tax issues, strategic planning, compensation & benefits planning, audits, management succession, construction financing.
Surveys:
* Surety Credit for Construction Contractors: Bond Producer Perspective
* US Business Leaders
* Community Banks
Continuity/Estate Planning/ / Ben Brahinsky
FMI / 55 Madison St #410
Denver CO 80206
303-377-4740
fax 303-377-3535
/ Provides management consulting, training, & capital services to the construction industry
May charge fee
(Continuity/Estate Planning) / Offices nationwide. Contact Linda Garvelink or Russ Agosta for a speaker / Linda Garvelink
Nat’l Marketing Director
Grant Thornton
1900 M St NW #300
Washington DC 20036
202-861-4103
fax 202-521-1599
Russ Agosta
Const’n Industry Service Group
Grant Thornton
27777 Franklin Rd. #800
Southfield MI 48034
248-262-1950
fax 248-350-3581
/ Advisory services & tax consulting
Topics include:
Sarbanes-Oxley, forensic accounting, tax issues, strategic planning, compensation & benefits planning, audits, management succession, construction financing.
Surveys:
* Surety Credit for Construction Contractors: Bond Producer Perspective
* US Business Leaders
* Community Banks
Contract Documents / Brian Perlberg
Associated General Contractors (AGC) / 2300 Wilson Blvd., Suite 400
Arlington, VA 22201
703-837-5318
Suzanne Harness, AIA, Esq.
American Institute of Architects (AIA) / 1735 New York Ave NW
Washington DC 20006-5292
202-626-7546
fax 202-626-7508
Construction Owners Association of America (COAA)
Lisa DeGolyer
334-393-4431 / Two Paces West #1710
2727 Paces Ferry Rd
Atlanta GA 30339
770-433-0820
fax 404-577-3551
/ Releasing series of contract documents for owners
Robin Olsen
Associated Owners & Developers / PO Box 4163
McLean, Virginia 22103-4163
703-734-2397 x411
fax 703-734-2908
/ Releasing series of contract documents for owners
Contractors / Luther Cochrane
Chairman
Bovis Lend Lease / PO Box 32755
Charlotte NC 28232
704-357-1919 / Spoke at SAA 1999
COAA 2003
Ralph Johnson
Mason Johnson / 109 Heritage Pointe
Williamsburg VA 23188
757-345-0806
fax 757-345-2714
/ President AGC 2002-03
Retired from Turner Corp.
Hoyt Lowder
FMI / 5301 W Cypress St #201
Tampa FL 33607
813-636-1364
fax 813-636-1364
/ Provides management consulting, training, & capital services to the construction industry FMI has extensive database of info on contractors, best practices
May charge fee
Associated General Contractors of America (AGC)
2300 Wilson Blvd., Suite 400
Arlington, VA 22201
703-548-3118
Topic area contacts:
Chapter contacts:
www2.agc.org/ECRM/scriptcontent/Chapters/Chapters.cfm
Associated Builders & Contractors (ABC)
Staff Contacts:
Chapter contacts:
Default Insurance / Christopher J. Weiss
Holland & Knight LLP / 200 South Orange Ave #2600
Orlando FL 32801
(PO Box 1526 zip 32802)
407-425-8500
fax 407-244-5288
/ NAIS 9/2002
NASBP Annual Meeting 4/2003
Edward Gallagher
General Counsel
Surety & Fidelity Association of America (SAA) / 1101 Connecticut Ave NW #800
Washington DC 20036
202-463-0600
fax 202-463-0606
Richard Foss
Executive Vice President
NASBP / 1828 L St NW #720
Washington DC 20036
202-686-3700
fax 202-686-3656
Design Build / Jim Bell
St. Paul/Travelers / Doug Rothey
HRH / 2000 S Colorado Blvd #2-480
Denver CO 80222
303-330-9350
fax 303-330-9379
/ 720 S Colorado Blvd
Galleria North Tower PH
Denver CO 80246
303-765-7511
303-722-0811
/ NASBP Region 4-5-7 2002
“Design-Build: Is It Here to Stay; How Do We Manage It?”
Walker Lee Evey
President
Design-Build Institute of America (DBIA) / 1100 H St NW #500
Washington DC 20005
202-682-0110
fax 202-682-5877
Employee Retention/Management Practices / Marcus Buckingham
The Gallup Organization / 1220 L St NW #850
Washington DC 20005-4070
202-783-0300
fax 202-783-0301
/ Spoke at ASAE Denver 2002
Book through Leading Authorities
fee
Equipment Appraisal / Ronald J. Dover
Equipment Appraisers Association of North America / Ronald J. Dover & Assoc.
6080 Wellington Ct.
Cumming GA 30040
678-513-3751
fax 678-513-3903
/ Can arrange speaker on benefits of using a professional equipment appraiser to determine actual value of contractor’s equipment
Financial Planning / Samantha Rasnake
Public Relations Manager
The Financial Planning Association / Suite B-300
5775 Glenridge Dr. NE
Atlanta GA 30328-5364
404-845-0011 x7832
fax 404-845-3660
/ Picked up info at ASAE Denver 2002
Speakers Bureau topics:
401K/retirement accounts
how to choose financial planner
budgeting
Guy Baker
BMI Consulting / 1001 Dove ST. #240
Newport Beach CA 92660
949-260-1930
fax 949-851-7848
/ Risk assessment
Retirement planning
Compensation
Tax planning
Offices nationwide. Contact Linda Garvelink or Russ Agosta for a speaker / Linda Garvelink
Nat’l Marketing Director
Grant Thornton
1900 M St NW #300
Washington DC 20036
202-861-4103
fax 202-521-1599
Russ Agosta
Const’n Industry Service Group
Grant Thornton
27777 Franklin Rd. #800
Southfield MI 48034
248-262-1950
fax 248-350-3581
/ Advisory services & tax consulting
Topics include:
Sarbanes-Oxley, forensic accounting, tax issues, strategic planning, compensation & benefits planning, audits, management succession, construction financing.
Surveys:
* Surety Credit for Construction Contractors: Bond Producer Perspective
* US Business Leaders
* Community Banks
Escrow/Funds Disbursement
/ Don ZalkNorth American Construction Services / 1710 N Douglas Dr. #109
Golden Valley MN 55422
763-546-1784
fax 763-546-1822
International / Richard Yeazel
Zurich North America / 3910 Keswick Rd 5th floor
PO Box 1227 zip 21203
MD1-05-01
Baltimore MD 21211-2296
400-261-7936
fax 410-261-7955
Dan Mitterhoff
International Fidelity Insurance Co. / 1730 K St NW #1107
Washington DC 20006
202-775-9255
fax 202-775-9257
/ Speaks Chinese
International Code Council (ICC)
(Building Codes) / David Conover / 703-931-4533 ext. 244
Leadership
Organizational Development / Chip Andrews
FMI / 5151 Glenwood Ave #100
Raleigh NC 27612
919-787-8400
fax 919-785-9320
/ Provides management consulting, training, & capital services to the construction industry
May charge fee
George Hedley
HardHat Presentations / 3189-B Airway Ave
Costa Mesa CA 92626
800-851-8553
fax 714-437-1125
/ Spoke at
COAA meeting 2002
fee
Marketing & Sales
(Construction) / Jerry Jackson
Hoyt Lowder
813-636-1364
Cynthia Paul
303-377-4740
FMI / 5151 Glenwood Ave #100
Raleigh NC 27612
919-787-8400
fax 919-785-9320
/ Provides management consulting, training, & capital services to the construction industry
May charge fee
Marketing & Sales (General) / Bob Potter
R.A. Potter Advisors / San Marin County, CA
415-459-4888
/ Dynamic speaker – (NAIOP 10/04)
Secrets to Selling Porfessional Services in Turbulent Times
Book - Selling the Invisible
fee
Mergers & Acquisitions / Hugh Rice
303-377-4740
Stuart Phoenix
FMI / 5151 Glenwood Ave #100
Raleigh NC 27612
919-787-8400
fax 919-785-9320
/ Provides management consulting, training, & capital services to the construction industry
May charge fee
Offices nationwide. Contact Linda Garvelink or Russ Agosta for a speaker / Linda Garvelink
Nat’l Marketing Director
Grant Thornton
1900 M St NW #300
Washington DC 20036
202-861-4103
fax 202-521-1599
Russ Agosta
Const’n Industry Service Group
Grant Thornton
27777 Franklin Rd. #800
Southfield MI 48034
248-262-1950
fax 248-350-3581
/ Advisory services & tax consulting
Topics include:
Sarbanes-Oxley, forensic accounting, tax issues, strategic planning, compensation & benefits planning, audits, management succession, construction financing.
Surveys:
* Surety Credit for Construction Contractors: Bond Producer Perspective
* US Business Leaders
* Community Banks
Mold / Martha Perkins
Ernstrom & Dreste / 1050 Connecticut Ave NW #1054
Washington DC 20036
202-772-1127
fax 202-772-3308
/ Formerly with American Insurance Association (AIA)
Susan McGreevy
Husch & Eppenberger LLC / 1200 Main St #1700
Kansas City MO 64105
816-421-4800
816-421-0596
/ Former NASBP General Counsel
Partnering/Project Intervention / Tom & Marsha Brascher
TeamTech / PO Box 14277
Tumwater WA 98511-4277
360-754-8326
/ Authority on partnering, ADR, construction project turnaround
AGC / Damian Hill
Director Building Division
AGC
703-548-3118
/ AGC presents Marvin M Black Partnering Awards
Procurement
(Performance Based) / Dean Kashiwagi, PhD, PE
Director, Performance Based Studies Research Group
Arizona State University / ASU
PBSRG
PO Box 870204
Tempe AZ 85287-0204
480-965-4273
fax 480-965-4371
Sylvia Romero, Marketing Specialist
480-965-1252
fax 480-965-4371
/ Informative, entertaining,
Best value procurement, sustainability, Performance Information Procurement System (PIPS) leads to increased performance, structure, efficiency. Information Measurement Theory (IMT) measures performance to predict outcomes – value for owner, maximum profit for contractor.
Fee/Honorarium
Productivity(Office & Personal) / Laura Stack
Celebration Presentations / 9948 S Cottoncreek Dr
Highlands Ranch CO 80130
303-471-7401
fax 303-471-7402
/ ASAE Denver 2002
Subscribe to free e-Newsletter at
fee
Public Owner Issues / Lynda Stanley
Director
Federal Facilities Council / 2101 Constitution Ave NW
Washington DC 20418
202-334-3378
fax 202-334-3370
/ Memberships is a cooperative of 24 federal agencies
Construction Owners Association of America (COAA)
Lisa DeGolyer
334-393-4431 / Two Paces West #1710
2727 Paces Ferry Rd
Atlanta GA 30339
770-433-0820
fax 404-577-3551
/ Members are state & local public & private owners.
Robin Olsen
Associated Owners & Developers (AOD) / PO Box 4163
McLean, Virginia 22103-4163
703-734-2397 x411
fax 703-734-2908
/ Members are state & local public & private owners
Reinsurance / John Bolton
Swiss Re / 175 King St
Armonk NY 10504
203-321-8905
fax 914-828-7567
Laura Shanahan
Sr. VP
Endurance Reinsurance / 333 Westchester Ave
3rd floor, West Building
White Plains NY 10604
914-468-8531
fax 914-997-0331
State of the Surety Industry / Dick Foss
Executive Vice President
NASBP / 1828 L St NW #720
Washington DC 20036
202-686-3700
fax 202-686-3656
/ Interviews surety execs for annual state of the industry report. Delivered at NASBP Annual & Regional meeting
Marla McIntyre
Executive Director
SIO / 1828 L St NW #720
Washington DC 20036
202-686-7463
fax 202-686-3656
/ Understanding Today’s Surety Market PowerPoint
Stress Management/Comedy / Tim Gard
Comic Vision / 4150 Ireland St
Denver CO 80244-8048
303-932-4835
fax 303-932-0990
/ Spoke at NASBP Regional 2001
Uses gags & props – very funny
fee
Subcontractors / Mechanical Contractors Association of America (MCAA) / 1385 Piccard Dr.
Rockville MD 20850-4340
301-869-5800
fax 301-990-9690
David Mendes
Sr Director, Communications & Education
American Subcontractors Association (ASA) / 1004 Duke St
Alexandria VA 22314-3588
703-684-3450 x1335
fax 703-836-3482
/ Retainage
Payment Bonds
Prompt Pay/Pay-if-Paid
Bid Shopping
Mechanics Liens
Surety Bonds (contract) / SFAA / 1101 Connecticut Ave NW#800
Washington DC 20036
202-463-0600
fax 202-463-0606
NASBP / 1828 L St NW #720
Washington DC 20036
202-686-3700
fax 202-686-3656
SIO / 1828 L St NW #720
Washington DC 20036
202-686-7463
fax 202-686-3656
/ See SIO presentations chart below
Technology / FIATECH / Nicole Testa
Asst Director Operations & Business Development
FIATECH
202-669-3635
/ Consortium focused on development of technologies to improve how capital projects and facilities are designed, engineered, built and maintained. Technologies include IT & e-business applications, use of smart-chips on construction sites, Web-accessible databases, wearable computing devices for on-site personnel to communicate with project team.
CERF / Kay Hathaway
Civil Engineering Forum for Innovation/ASCE
1801 Alexander Bell Drive, Suite 630
Reston, Virginia 20191-4400
703-295-6314
fax 703-295-6315
/ Formerly Civil Engineering Research Foundation
Promotes technical innovation in construction
Transportation / Will Wilkins
The Road Information Program
(TRIP) / 1726 M St NW #401
Washington DC 20036
202-466-6706
fax 202-758-4722
SIO PowerPoint Presentations
All presentations are available on CD or as color overheads or may be downloaded from the SIO Web site.
Title
/ Audience / Description / CommentsBuilding a Solid Surety Relationship / Contractors
Subcontractors / Covers the importance and benefits of establishing a stable relationship with the surety bond producer and the surety company’s underwriter. Describes what to expect, what information the surety needs, and the importance of constant communication among all three parties. / Includes speaker script
Construction & Beyond: Surety Bonds for Public Works / Public Owners
Legislators / Defines and describes bid, performance, and payment bonds. Details the prequalification process as well as the responsibilities of the public owner. Discusses the claims process should problems arise. / Available as automated & narrated or manual with speaker’s script
Contract Surety Bonds: Understanding Today’s Market / All Audiences / Overview of surety industry / Includes speaker script
Design-Build: The Surety’s Perspective / Surety Professionals / Defines design build and its characteristics. Explains the problems associated with bonding design build projects and how to overcome them. Provides advice for a successful design build project. / Available as automated & narrated or manual with speaker’s script
Investment Protection for Today’s Construction Lender / Bankers
Lenders / Defines contract surety and its three types of bonds – bid, performance, and payment. Describes how surety bonds are obtained, the benefits surety bonds offer the construction lender, and compares and contrasts surety bonds with bank letters of credit. / Available as automated & narrated or manual with speaker’s script
Informed Decisions: Surety Bonds or Bank Letters of Credit / All Audiences / Compares surety bonds and bank letters of credit / Includes speaker script
Obtaining Surety Credit: An Introduction to the Surety Process / Contractors Subcontractors / Describes the process in obtaining a surety bond. Indicates what documents the surety company needs and the qualities the surety company looks for before bonding a contractor. / Available as automated & narrated or manual with speaker’s script
Reducing Subcontractor Financial Risk / Contractors / Educates contractors of the importance of establishing a subcontractor bonding policy. Covers basics of bonding, benefits of bonding subs, prequalification and indemnity, qualifying a surety company, and claims handling and subcontractor failure. / Includes speaker script.
Risk & Responsibility: Understanding Contract Surety Bonds / Educators
Students / Explains what surety bonds are and why they are required. Describes the prequalification process and what happens in the event of default. Explains the benefits of surety bonds to both the owner and the contractor. / Designed for use in classroom but good tutorial for anyone that needs to learn about surety bonds
Available as automated & narrated or manual with speaker’s script
Surety Bonds 101: The Basics of Bonding / All Audiences / A basic look at surety bonds. Defines the three different types of contract surety bonds, describes the prequalification process, and explains the benefits and functions of surety bonds. / Available as automated & narrated or manual with speaker’s script
Surety Bonds: Managing the Risk of Contractor Default / Architects
Engineers
Public Owners
Private Owners / Explains contract surety and the types of bonds used in construction. Explains the prequalification review a surety company performs to determine a contractor’s ability to manage the job. Describes the benefits and functions of bonds. A case study explains how surety bonding works. / Available as automated & narrated or manual with speaker’s script
Surety Bonds: The Sensible Choice for Managing Risk / Architects
Engineers
Public Owners
Private Owners / Describes bid, performance, and payment bonds. Details the prequalification process, the claims process, and compares and contrasts surety bonds with both traditional insurance and with bank letters of credit. / Available as automated & narrated or manual with speaker’s script
Understanding the Benefits of Surety Bonds / Public Owners
Private Owners / A look at how contract surety bonds benefit owners, lenders, contractors, or anyone involved in the construction process. Defines what a surety bond is and the different types of bonds. / Available as automated & narrated or manual with speaker’s script
When You Build…Bond / Public Owners
Private Owners
Bankers/Lenders
Contractors / The importance of bonding with testimonials from an owner, banker, and contractors on why they use bonds.
Explains the prequalification process and protections that surety bonds offer. / Available as automated & narrated or manual with speaker’s script
Why Do Contractors Fail? / Public Owners
Private Owners
CPAs
Bankers
A/E / Lists the reasons a contractor may default on a project and the warning signs that a contractor may be in trouble. Looks at the prequalification process to verify a contractor’s ability to perform a contract. / Available as automated & narrated or manual with speaker’s script
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