Southern Surety & Fidelity Conference 
Join us March 29 - April 1, 2023 in historic Savannah, GA for the 34th Annual Southern Surety & Fidelity Claims Conference.

For questions regarding the conference and/or registration - please reach out to Danielle Peynado ([email protected]) or Melissa Morris ([email protected]).

View Conference Flyer Here!

NOTE: This Conference has applied for CE Credits in LA, TX & FL and CLE Credits in FL & GA.
Hyatt Regency Savannah (Savannah, GA)
Date & Time
March 29 -
April 1, 2023
 Join us in Savannah!
Hyatt Regency - Savannah
Book your room here
Conference Schedule at a Glance
Wednesday, March 29
5:45pm | Registration Opens
6:00pm | Welcome Reception & Dinner 

CONFERENCE DAY 1 | Thursday, March 30
9:00am - 9:15am | Welcome and Introductions
Moderators: David Harris (Bovis, Kyle, Burch & Medlin)
Douglas Allen (Forcon International)

9:15am - 9:45am | Sweeping Your Contract Balances Under the Rug - Priority Claims Between Bank and Performing Surety
Edward Etcheverry (Etcheverry Harrison, LLP)
Eric Levine (Crum & Forster)

9:45am - 10:15am | Context is King: Arguing for the Surety's Rights
Gregory R. Veal (Bovis, Kyle, Burch & Medlin, LLC)
Amy M. Bernadas (Liberty Mutual Surety)

10:15am - 10:30am | BREAK

10:30am - 11:10am | Attorney Fee Recovery
Meagan Daily (Krebs Farley)
Josh Chesser (Krebs Farley)

11:10am - 12:00pm | The Mechanics of Surety Investigation
Pablo Rios (Forcon International)
Jeff Kidwell (Forcon International)

12:00pm - 1:30pm | LUNCH 

1:30pm - 2:00pm | Surety's Bond Obligations to Obligee for Subcontractor Nonpayment Claims
Matthew W. Geary (Dysart Taylor)
Shauna Szczechowicz (Philadelphia Insurance)

2:30pm - 3:30pm | Mediation Uncompromised - Achieving objectives and Avoiding Reflexive Concessions
Christopher J. Brasco (Watt, Tieder, Hoffar & Fitzgerald, LLP)
Vivian Katsantonis (Watt, Tieder, Hoffar & Fitzgerald, LLP)
Mariela M. Malfeld (Watt, Tieder, Hoffar & Fitzgerald, LLP)

3:30pm - 3:40pm | BREAK

3:40pm - 4:10pm Quick Hits

4:10pm - 5:00pm | When Notice is No Notice at all - Discharge of Performance Bond: Untimely Notice and Dissipation of Contract Funds
Guy Harrison (Etcheverry Harrison, LLP)

5:00pm - 5:05pm | Closing Remarks - Day 1
Moderators: David Harris (Bovis, Kyle, Burch & Medlin) & Douglas Allen (Forcon International)

6:00pm | DINNER (Offsite - Vic's on the River)

DAY 2 | FRIDAY, MARCH 31, 2023
Moderators: David Harris (Bovis, Kyle, Burch & Medlin)
Douglas Allen (Forcon International)

9:00am - 9:45am | What does "Owner Default" Mean?
Carol Z. Smith (Dysart Taylor)
Scott Olson (Markel Surety)

9:45am - 10:25am | Financing the Principal
David A. Harris (Bovis, Kyle, Burch & Medlin)
Gene Sawyer (Liberty Mutual Insurance)

10:25am - 10:40am | BREAK

10:40am - 11:10am | Cone of Uncertainty 
Douglas Allen (Forcon International)
Anthony Mangeniello (Everest Reinsurance)
Kourtni Mason (Gray Surety)

11:10am - 12:00pm | Surety Law Update 
Jessica Derenbecker (Krebs Farley)
Leigh Anne Henican (The Gray Insurance Company)

12:00pm - 12:05pm | Closing Remarks - Day 2
Moderators: David Harris (Bovis, Kyle, Burch & Medlin)
Douglas Allen (Forcon International)

6:00pm | DINNER (Offsite - Churchill's Wine Cellar)
Contact Us
Have questions about the event? Send a message here or email the following event planners.

Danielle Peynado ([email protected])

Melissa Morris ([email protected])

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