Program Agenda (Draft) – Los Angeles

Your Path to Surety Bonds: What Small Businesses Need to Know!


June 11 2019
8:00 am – 1:00 pm PDT

The L.A. Grand Hotel Downtown
333 S. Figueroa Street
Los Angeles, CA 90071

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8:00 – 8:30 am Participants Arrive – Check In
8:30 – 8:35 am Welcoming Remarks & Program Overview 

Welcoming Remarks – Victor Parker, LA District Office Director
Program Overview – Catharine Powers, Western Area Director, SBA


8:35 – 8:45 am

Small Contractor Success Story
A local small construction business will provide its story of obtaining financial and surety credit and building it resources network.Mark Rosales, President – American Building Comfort Services, Inc. – Preferred Bonding and Insurance Services, Inc. / 8(a) graduated
8:45 – 10:00 am 75 Minutes on Bonding and Insurance 
Various types and purposes of surety bonds and how small, emerging, and underserved contractors can begin the process of obtaining bonding. Construction accounting principles and financial systems that every small, emerging, and underserved contractor must know and adhere to for successful bonding relationships and business.Lourdes Landa, BB&T Insurance Services of California, Inc.
10:00 – 10:30 am 30 Minutes on Banking & Finance
How to obtain a loan and business lines of credit, and establish a working relationship with a banker and access SBA loan programs.Israel Nery, Asst. District Director (Lender Relations), SBA
10:30 – 10:35 am Break/Mid-morning Networking
10:35 – 11:05 am 30 Minutes on Risk Management and Legal Concerns
Performance risk, construction law, contracting issues, including change orders and equitable contract price adjustments and remedies available to contractors involved in legal disputes.Colin K. McCarthy, Lanak & Hanna, P.C.
11:05 – 11:20 pm Federal Assistance Programs
SBA Surety Bond Guarantee Program and other SBA resources available to assist small, emerging and underserved businesses.Aubrey Lavitoria, Lead Business Opportunity Specialist, SBA
Kevin Valdes, Underwriting Marketing Specialist, SBA
11:20 – 11:50 am Local Procurement Opportunities
The Federal procurement process, as well as ways that a small business can access state, local, and private contracting opportunities.Enrique Gonzalez, PTAC Program Manager, County of LA Dept. of Consumer and Business Affairs
11:50 – 12:00 pm Other Resources
12:00 – 12:10 pm Producer Insights for Success 
12:10 – 12:15 pm Concluding Remarks: Wrap-Up/Additional Resources

Kevin Valdes, UMS – SBA

12:15 – 1:00 pm Network with a Surety Professional

Join the U.S. Small Business Administration and the National Association of Surety Bond Producers for a half day seminar on securing contract surety bonds.

  • Contract Bonding & Insurance…discussing the various types of surety bonds and the process of obtaining contract surety bonds
  • Banking & Finance…how to obtain bank lines of credit and establish a working relationship with a banker to support your contract bonding program
  • Risk Management & Legal Concerns…handling performance risk and contracting issues, plus available remedies for legal disputes
  • Construction Accounting…construction accounting principles and financial systems for your firm’s success in securing and maintaining contract bonding
  • Federal Assistance Programs…SBA’s Surety Bond Guarantee Program and loan programs for small, emerging, and underserved businesses
  • Local Procurement Opportunities…navigating the federal procurement process and accessing federal, state, local, and private contracting opportunities
  • Networking with Surety Professionals…speak with presenters and other attendees, including agents available on site to assist you with applying for contract bonding