Subcontractor Prequalification

When:  Apr 14, 2015 from 11:15 AM to 1:00 PM (PT)
Associated with  Puget Sound, Seattle, WA

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Subcontractor prequalification best practices. 

Topics to be covered include: What is a subcontractor prequalification. Why prequalify...Industry facts. Main causes of sub failure. Prequalification from a surety's perspective and tools your surety can provide, as well as other valuable topics.

Presenters:
Travis Belling, Travelers
Tyler McIntyre, CNA Surety

Travis is an Account Executive Officer with Travelers Bond. He began his career in construction surety with the Travelers West Regional office in 2005 after graduating from Central WA University.   He later transferred to the Seattle Branch in 2010 where he continues to work with contractors in Washington, Alaska, Hawaii and Montana.  Travis is actively involved in the Industry and currently serves as President of the Surety Association of Washington.

Tyler is currently the Underwriting Manager in the Seattle Branch Office for CNA Surety.   His current position includes assisting with the management of a five member team which covers a four state region that includes Washington, Idaho, Alaska and Montana.  Tyler started his career in Tax Consulting in 2006 working for Alvarez & Marsal Tax Advisory Services until 2008.  He then started his Surety career with Safeco Insurance Company in Seattle in 2008 as a trainee.  After the sale of Safeco to Liberty Mutual in 2008, Tyler held the role as an Underwriter and Senior Underwriter for the Hawaii territory in addition to backing up the Washington and Alaska territories.  Tyler joined CNA in 2012 as an Underwriting Consultant in the Seattle office and was promoted to Underwriting Manager in 2013.

Puget Sound CFMA Bylaws Voting

Prior to the presentation, we will be conducting a vote amongst all present General members for approval to changes to the Puget Sound Chapter's bylaws.  If you wish to vote on these matters, you must be present at the meeting and vote in person.  The following three major proposed changes are as follows:

1. to give to our generous and supportive associate members the right to vote on matters concerning the chapter. The Board feels that the involvement and voice of the associate members is vital to the continuing success of Chapter.
2. to provide that the appointment of members to the Board of Directors (from general and associate membership) shall be done by the Board. This proposed change ensures the smooth running of the Board and brings the Bylaws into past practice and with how other non-profits conduct their business.
3. to provide that notice of meetings and voting may be done thru electronic transmission (a fancy term for email)

A letter from the Chapter President addressing these bylaw changes as well as additional information can be found at this link:  http://tinyurl.com/qajzu87.  If you wish to obtain a copy of the chapter bylaws as amended and restated, please email Patti Recchi at pscfma@gmail.com.

​Note:  If you have prepaid for the 2014-2015 season, once you have registered for this event and are taken to the PayPal payment page, you may simply close your browser at that point.  Your registration will be saved, there is no need to make a payment

 

Location

Ruth's Chris Steakhouse Bellevue
565 Bellevue Square
Bellevue, WA 98104

Pricing Information

Registration Price
CFMA-Member $45.00
Non-CFMA-member $65.00