SPEECHES / PUBLICATIONS
Induction speaker on behalf of Admittees to Florida Bar, November 10, 1972.
Fidelity Program, Midyear Meeting of Tort Insurance Practice Section of the American
Bar Association; Fidelity & Surety Law Committee, New York, New York, 1978 Bankruptcy
Act & Fidelity and Non-Contract Surety, January 1983.
1983 - First Supplement Annotated Bankers Blanket Bond Section II Exclusions;
1986 - Midyear Meeting of International Association of Defense Counsel - Fidelity
& Surety Program, Hamilton, Bermuda, The 1986 Financial Institution of Bond;
1986 - American Bar Association Annual Meeting - TIPS Fidelity & Surety Law Committee,
Fidelity Program Chair;
1987 - Midyear Meeting of TIPS Fidelity & Surety Law Committee, New York, New York,
Surety Bond Default Program Tender of Contractor to the Owner - Speaker and Panelist;
1987 - Joint Meeting of Surety Association of America - American Subcontractors
Association and National Association of Surety Bond Producers, Washington, DC Claim
Handling Procedures;
1987 - Southeastern Regional Meeting - National Association of Credit Managers,
Charleston, South Carolina Handling Payment Bond Claims;
1987 - American Bar Association Annual Meeting, San Francisco, California - TIPS
Fidelity & Surety Law Committee, Fidelity Program Co-Chair;
1987 - Westfield Bond Claims Seminar, Westfield Center, Ohio Confidentiality Agreements
- A Gag But Not A Joke;
1987 - Annual Meeting of National Association of Surety Bond Producers, San Francisco,
California, Surety Program Panelist;
1987 - Surety Association of America, Basic Two-Day Contract Bond Seminar, Atlanta,
Georgia, Faculty;
1988 - Mid-Winter Meeting, International Association of Defense Counsel, Fidelity
& Surety Committee, New York, New York, Surety Trial Practice Program, The Company
Perspective;
1988 - Second Supplement, Annotated Financial Institution Bond Section II - Exclusions;
TIPS Fidelity & Surety Committee, National Institute of Financial Institution and
Other Blanket Bonds, Fidelity Coverage - Who Is Covered?; April 1988, Washington,
DC; November 1988, San Francisco, California;
Mid-Winter Meeting, International Association of Defense Counsel, Fidelity & Surety
Committee, New York, New York, Surety Trial Practice Program The Company Perspective,
January 1989;
1990 – Eagle Lodge Bond Claim Seminar, Philadelphia, Pennsylvania Fidelity Bonds
- Successive and Co-Sureties;
1991 - National Association of Surety Bond Producers, Advanced Contract Seminar,
San Diego, California Evolution of a Contractor Default;
1992 - American Bar Association, National Institute on Financial Institution Bonds,
London, England Financial Institution Bonds; Investigating the Regulators Claim;
1992 - Maryland Association of CPAs Continuing Education Seminar, May 4, 1992, Baltimore,
Maryland, Surety Retrospective of a Defaulted Contractor;
1992 - Surety Claims Institute 17th Annual Meeting and Seminar, Absecon, New Jersey
Primary/Reinsure Relationships, Mock Mediation, Mediator;
1992 - Financial Institute, Shaping the Future of Public Construction Presented
by the Section of Contract Law, the Section of Tort & Insurance Practice and the
Division for Professional Education, October 29-30, The Ritz Carlton (Pentagon City),
Arlington, Virginia Statutory Mandated Bonds and the Roles of Participants;
1992 - First Round Table for Sureties, Contractors, Bankers, Brokers and Owners,
December 8, Vienna, Virginia - Presenter;
1993 - Miscellaneous Bond and the Restatement, William & Mary Law Review, July
Issue;
1993 - Section VII Assignment, Subrogation, Recovery, Cooperation, Third Supplement
Annotated Financial Institution Bond;
Moderator Law of Suretyship, ABA TIPS Fidelity & Surety Law Committee Program,
October 28, 1993, Woodland Hills, California;
When the Feds Come Marching In, Mediator - C. Al Sydes, Fidelity Program Mid-Winter
Meeting Fidelity & Surety Law Committee, Waldorf-Astoria, January 28, 1994;
1994 Panelist Contract Bond Claims, March Meeting of Suncoast Utility Contractors
Association, Holiday Inn Crowne Plaza, Tampa, Florida;
Commercial Crime Policy Revisited - The Jabberwock Strikes Back!, Fidelity & Surety
Law Committee, Fidelity Program ABA Annual Meeting, New Orleans, Louisiana, August
7, 1995;
Miscellaneous Bonds and The Restatement, Fidelity & Surety Law Committee, Surety
Program, American Bar Association Annual Meeting, New Orleans, Louisiana, August
9, 1994;
Special Contributing Editor, The Construction Lawyer, Volume 15, Number 1, January
1995, Publication of the Forum on the Construction Industry;
1995 - Program - Moderator Annual Meeting - Surety Claims Institute, June 22-23,
Williamsburg, Virginia;
Managing the Insurers Response - Financial Institution Bonds, Fidelity & Surety
Law Committee of the American Bar Association, Tort & Insurance Practice Section,
Waldorf-Astoria, New York, New York, November 2-3, 1995;
Releases, Extensions and Modification Rules, The Implications of the New Restatement
of the Law Third ,Suretyship & Guaranty on the Surety Bonds and Indemnity Agreements,
Fidelity & Surety Law Committee of the Tort & Insurance Practice Section of the
American Bar Association, O'Hare Westin, Chicago, Illinois, April 18, 1996;
Releases, Extensions and Modification Rules, The Implications of the New Restatement
of the Law Third , Suretyship & Guaranty on the Surety Bonds and Indemnity Agreements,
Fidelity & Surety Claim Department Seminar, Tides Hotel, Easton, Maryland, September
1996;
Managing the Insurers' Response, Financial Institution Bonds of the Fidelity &
Surety Law Committee, American Bar Association, Tort & Insurance Practice Section,
Four Seasons Hotel, Philadelphia, Pennsylvania, September 24-25, 1998;
Program Co-Chair, Preventing and Recovering Losses: Litigation and Financing Strategies
for the Contract Surety, ABA TIPS Fidelity & Surety Law Committee Spring Meeting,
May 8-9, 2003, Chicago, Illinois.
The Restatement of Suretyship and Guaranty: A Translation for the Practitioner,
ABA Publishing, 2005. Co-Author Chapter IV, Suretyship Defenses; and Co-Author
Chapter VI, Finding The Duties Of The Obligee In The Restatement
Presenter of the Martin J. Andrew Award to Paul Devin, ABA TIPS Fidelity & Surety
Committee Mid-Winter Meeting, Waldorf Astoria Hotel, New York, New York, January
2005.
Southern Surety & Fidelity Claims Conference, Fidelity Workshop, Facilitator, Don
CeSar Hotel, St. Pete Beach, Florida, May 5, 2006
Preparing the Witness for Deposition and Trial, Mid-Winter Meeting, Fidelity &
Surety Law Committee of the Tort Trial Insurance Practice Section, American Bar
Association, St. Francis Westin Hotel, San Francisco, California, January 26, 2007,
Panelist.
Presenter of the Martin J. Andrew Award to Robert D. Carnaghan, Mid-Winter meeting
of the Fidelity & surety Law committee, St. Francis Westin Hotel, San Francisco,
California, January 26, 2007.
“Libel, Slander and Other Retaliatory Litigation”, Gulfcoast Fidelity and Surety Institute, May 31, 2008, Boca Grande Club, Boca Grande, Florida.
“Another Danger Lurking in the Swamp”, Gulfcoast Fidelity & Surety Institute, May 31, 2008, Boca Grande Club, Boca Grande, Florida.
“Libel Slander and Other Retaliatory Litigation in the Context of Fidelity Claims”, Monthly Field Claims conference, August 13, 2008 Travelers Bond & Financial Products Claim.
Chapter 8, “The Loan Loss Exclusion: Assuring That Credit and Business Risks Remain with the Financial Institution”, Financial Institution Bonds, Duncan L. Clore [editor], - 3rd ed., 2008 American Bar Association.
Chapter 16, “Managing The Insurer’s Response to The Claim”, Financial Institution Bonds, Duncan L. Clore [editor], - 3rd ed.,2008 American Bar Association.
75 Years of the Fidelity & Surety Law Committee, [co-editor], FSLC Spring Meeting, Tort Trial and Insurance Practice Section, American Bar Association, LaJolla, CA., May 22, 2009,