November Meeting: Topic - Subguard & Sub Prequalification

When:  Nov 3, 2016 from 11:30 AM to 5:00 PM (CT)
Associated with  Heart of Texas

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SSP

Jane Hanna - Construction Education Foundation

Jane Hanna - Construction Education Foundation

Topic: Subguard & Sub Prequalification

Brochure

Speakers: Marc McKerley, Crowe Horwath; Andy Taylor, Aon

November 3, 2016

11:30 to 11:45  - Networking and registration 

11:45 to noon - Lunch buffet lines open and announcements 

Noon to 1:00 p.m. - Lunch speaker, Andy Taylor  (1 hour of CPE)

        Topic:  “Venerable or Viable? Recent Developments in Subcontractor Default Insurance”

          o    Recent changes in SDI

          o    Foreseeable issues as the market hardens

          o    Comparison of different programs available today

          o    Importance of prequalification standards

1:15 to 3:15 p.m. - Afternoon Education Session, Marc McKerley

       Topic: “Understanding a Subcontractor’s Financial Statements – The Prequalification Process”

          o    A discussion regarding why contractor’s fail

          o    A case study that includes a review of:

                           §  A subcontractor’s financial statements

                           §  Subcontractor’s job schedules

                           §  Subcontractor’s completed prequalification questionnaire

          o    Goal – to understand the underwriting effort needed to address potential risks

3:15 p.m. to 5:00 pm. -  Cocktail session

Hilton Garden Inn - Temple
1749 Scott Boulevard
Temple, TX 76504

Member: $75

Cocktail Only: $20

The registration/ cancellation deadline is October 31, there will be no refunds after this date.

Thank you to our sponsors:

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Location

Hilton Garden Inn
1749 Scott Boulevard
Temple, 76504

Pricing Information

Registration Price
All Registrants $0.00
   
Cocktail Hour only Price
All Registrants $20.00
   
Member/Non Member Education Sessions Price
All Registrants $75.00

Contact

Christine Wells
2547739907
Ckg-cfma@templecpa.com