Speakers: Jeremy Agnes, Brad Ballew, Steve Dobson, Andrew Harris, Nick Love, Shawn Ziegler
Location: Maggiano's Little Italy
The Domain, 10910 Domain Dr
Austin, TX, 78758
Attendees will follow a CFM through the process of a mock contract negotiation.
- List resources that can be used to prequalify a new customer
- Identify contract clauses that transfer risk and limit the rights of a trade contractor
- Describe a successful strategy to negotiate contract modifications
Jeremy Agness runs Waterloo Insurance a commercial insurance brokerage in
Austin Texas with his Brother Chris Agness. Born and raised in Austin he’s committed to protecting central Texas businesses. Specializing in Contractors and heavy auto fleets he provides service to clients changing insurance needs. He determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and exposures. He also provides proactive services to clients in order to mitigate their exposures and make them a more favorable risk for insurance companies.
Ballew was born and raised in Austin, TX, continuing his Austin experience at The University of Texas. Brad entered the construction industry in 2012, joining his father at Ballew Surety Agency, Inc. Since then, he has focused on bringing ease and expertise to his customer’s bonding needs. Along with being the current President of the Central Texas Chapter of the CFMA, Brad is an active member of the AGC,
Steve Dobson, AFSB is the Vice President, Surety Manager at Time Insurance Agency in Austin, TX . He has 30 years of experience in the Insurance and Surety Bond industry. He began his career in 1987 and held positions of branch manager and home office underwriter in Des Moines, Iowa, San Diego, California and Houston, Texas before transitioning to the agency side in 2001 in Austin, Texas. He earned a Bachelor of Business Administration degree with a major in Finance from the University of Iowa and earned the professional designation of Associate in Fidelity and Surety Bonding (AFSB). Currently serving as Treasurer on the Board of Directors for the Associated Builders and Contractors of Central Texas and has served as past President of the Surety Association of Houston.
Andrew "Andy" Harris’ practice focuses on advocating for general contractors, subcontractors, suppliers and owners on a variety of construction related issues including litigation, contract negotiations, and alternative dispute resolution. He also has experience in commercial real estate, both transactional and litigation, representing owners, multifamily developers and management firms in landlord/tenant disputes, lease enforcements, collections and foreclosures. In addition, Andy handles contract drafting and negotiations, as well as compliance with state and federal laws. A seasoned, first-chair trial lawyer, Andy’s legal acumen is complemented by previous field experience with a general contractor, where he managed numerous projects throughout the Midwest and Texas. Andy is also the co-founder and a current board member of RBI Austin, a 501(c)(3) which supports nearly 1,000 at-risk children and teens in East Austin athletically, academically and spiritually.
Love was raised in the Dallas/Ft. Worth area. Nick attended Tarleton State University as a member of the baseball team and graduated in 2009 with a BBA in Marketing & Economics. Immediately upon graduation Nick started his career in the financial services/insurance industry specializing in working with the contractors/tradesmen/service providers. At Brinson Benefits, Nicks focus is helping contractors reduce their benefit spend while increasing value and decreasing turnover.
Shawn Ziegler, CPA, Chief Financial Officer at Cash Construction Co, Inc. has 15 years’ experience primarily focused in the construction industry. Cash Construction is a heavy civil construction contractor that provides site development services to single family home developers and renewable energy contractors. Prior to joining Cash Construction, he was a Senior Manager with Quanta Services (PWR) and previously spent 10 years in public accounting.
CONTINUING EDUCATION INFORMATION
* CPE Credit: 1 hour
* Prerequisite: None
* Course Level: Basic
* Advanced Preparation: None