Surety

The Lykes Insurance Learning Series: Excelleration 2008 is committed to bringing information and success oriented learning opportunities to the business owners of Southwest Florida. How are you controlling your total cost of risk?

As you may have already experienced, meeting the surety bond requirements of bid and performance bonds demands a level of expertise that is not easily obtained. If you have ever considered the need for a performance bond, payment bond, bid bond or any other type of surety bond, the July Excelleration™ will be an informative two hour event you will not want to miss. Contractor surety experts will lead you into a greater understanding of the financial and underwriting strategies that will position you to achieve a meaningful and cost effective surety relationship.

Our Presenters

Peter A Thompson, CPA, AFSB is Director of the Construction Services Division for Lykes Insurance in Tampa, Florida. His career began after graduating from Southern Illinois University with a degree in Accounting and Finance. For the past 30 years Pete has worked in construction surety bonding, and recently completed the requirements for the Associate in Fidelity and Surety Bonds designation.

John Reed, CPA is a principal with Larson Allen LLP, a nationally chartered certified public accounting firm offering auditing, accounting and tax services in their Construction and Real Estate Group. He practices exclusively in the Southwest Florida construction industry and is a frequent speaker at the Florida Institute of CPAs Construction Industry Conference. John is a Certified Information Technology Professional (CITP) and a Certified Specialist in Estate Planning (CSEP), and consults with construction industry clients on tax methods and planning, technology and accounting systems, and general business planning and strategy.

Unsure about Surety?

DATE: Wednesday, July 23rd: Session runs from 8:30 am to 10:30 am

LOCATION: 5216 Summerlin Commons Blvd., Fort Myers, Florida (in the Lykes Insurance Building on the corner of Summerlin Blvd. and Boy Scout Drive).

COST: $25 per participant (includes handouts and continental breakfast) Space is limited.

To register, submit the following information with your payment to the address shown below (please use a separate form for each attendee):

Name: ________________________________

Email Address: _________________________

Company: _____________________________

Phone: _______________________________

Mail this registration with your check payable to Lykes to:

P.O. Box 60043

Fort Myers, FL 33906-6043