Charlotte Chapter Meeting: Surety Update

When:  May 10, 2016 from 11:15 AM to 1:15 PM (ET)
Associated with  Charlotte, NC

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Early registration Deadline is Friday, May 6th!!!


Program Meeting Notice for Tuesday, May 10th, 2016


Program:  Surety Market Update


Tuesday, May 10th, 2016


CFMA is pleased to provide a Surety Market update.  The update will be provided in a panel format which will include four senior members of the Carolinas underwriting community.  Topics to be discussed will include surety industry performance, current underwriting trends and a surety focus on the day-to-day risk factors faced in today’s construction marketplace.  


CPE:  Pending CPE Approval



Moderator:  Matt Varner, Willis Towers Watson



Guy Proctor, Travelers Bond and Financial Products

Dave Pollock, Zurich Surety

Michael Wiseman, CNA Surety

Jeff Chapman, Arch Surety


**Please see attached pdf file for the panelists bio. CFMA Surety Panel Bio's May 10 2016.pdf


Schedule for Program

Registration and networking:  11:15am to 11:45am

Lunch:  11:45am to 12:15pm

Program:  12:15pm to 1:15pm



If registration is received by Friday, May 6th, 2016 the cost is $30 for members and $40 for guests. 


After Monday, May 6th, the cost is $35 for members and $45 for guests. 


To register please call the CFMA Charlotte Administrator at 704-609-4489; or email your registration to  Payments should be mailed to CFMA Charlotte, PO Box 31222, Charlotte, NC 28231-1222.  Please make checks payable to CFMA Charlotte.


To register online, visit and click on the Events Page.  Once you click on the event to register.


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**Guests:  Please click on the Red “New Users” button to create a website ID.      


Session Policies

Refunds and Cancellations

Meeting registration must be paid prior to the meeting or at the door.  No-shows and cancellations after Friday, May 6th, 2016 will be invoiced.

The meeting will be held at Byron's Southend, located at 101 W. Worthington Avenue, Suite 180.  Byron's Southend is located in the Courtyard Building of the Design Center of the Carolinas.  The Design Center is located on the corner of W. Worthington Ave. and Camden Rd., directly behind Sullivan's on South Blvd.  For complete directions, call Byron's Southend at 704-333-9779

***Parking***  Please be aware of the parking options

There are two parking lots for Byron’s Southend.  There is one at the corner of W. Worthington and Camden. 


For additional parking, go to the following parking lot.  If you are in front of the design center on W. Worthington headed towards S. Tryon, go to the stop sign and turn left on Haskins.  There is an additional parking lot on the right.



Program participants can earn up to 1 CPE credit in of study. 


Additional Information:

Prerequisites:  None


Who Should Attend?


Accounting Personnel

HR Personnel

CPAs working in a training capacity


Advanced Preparations:  none

Program Level:  Intermediate

Delivery Method:  Group-Live


GreerWalker LLC will be sponsoring CPE Credit for CFMA this season.  When you register, please note if you would like this course to apply towards your required hours.  Thank you to GreerWalker!!! 


GreerWalker LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:



If you have any questions regarding CFMA, meeting registrations or the cancellation policy, please contact our chapter administrator.  Jennifer Wagner by phone (704) 609-4489 or


Byron's Southend
101 W. Worthington Avenue, Suite 180
Charlotte, NC 28203

Pricing Information

Registration Regular Late
CFMA-Member $30.00 $35.00
Non-CFMA-Member $40.00 $45.00


Jennifer Wagner
(704) 609-4489