Join
us for an informative seminar-
"Managing in a Low
Margin Environment: Tips from Industry Advisors"
A seminar designed exclusively for the
Contracting Industry
in a Challenging Economy
- Working with High OR Low Margins
-
Public and/or Private Sector Work
Join us on Thursday August 27th for an afternoon of solid
information & advice to help you guide your business.
Reception (cocktails, appetizers & entertainment) to follow.
RSVP by Email, Fax or Phone!
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A
$350 Value -
"NO CHARGE" to our Invited Guests!
Reserve
your seat NOW!
JEANNE@LPIB.COM
Fax: 408-558-1600
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BANKING: Thomas M. Park
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"Preserving Your Banking Relationship In This Challenging
Economic Environment"
 Tom Park is an
Executive Vice President at California Bank of Commerce, and has been
actively involved in the construction industry for many years. He will share
his insights on how the current banking environment may affect your business.
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QUALITY FINANCIAL REPORTING: Steve Schultz
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"How Quality Financial Reporting Can Improve Your Bottom Line"
 Steve is the regional
managing partner of Gallina's Bay Area offices. He provides accounting, tax, and
consulting services primarily to construction companies on the
Peninsula
and in the South Bay Area.
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CONTRACTS
/ EMPLOYMENT: Joseph M. Sweeney, and Roger M. Mason
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 Since 1990 Sweeney
Mason has focused on assisting clients in all aspects of their business. They
cost effectively represent owners, general contractors, subcontractors, material
suppliers and design professionals in contract and employment disputes as well as
labor issues and requirements.
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SURETY MARKETS: Lloyd Cavalieri
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"Evaluating Your Surety Broker and Surety Market"
 Lloyd has been in
the Surety industry helping companies like yours succeed
in their business. With his level of experience he can give
you the information you need to choose the right Surety partner to help drive your
success.
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INSURANCE PITFALLS:
Jeffrey N. Aber, Principal
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Jeff is a Principal at Leavitt Pacific whose goal is to develop
and implement an effective risk management and insurance program. He has over
30 years of experience in the insurance industry primarily working with construction
risks. Jeff has been a speaker on insurance and surety topics including testimony
in
Sacramento
and with local City Governments.
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MODERATOR & SPEAKER: James B. Shea, CPA
Your Surety Broker's Role: Value Added
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Jim is the Surety Practice Leader at Leavitt Pacific, working with
his assistant, Dianna Guzman, to form one of the most effective surety brokerage
teams in the Bay Area. Jim's experience as a surety underwriter with
Chubb & Sons, and as a CPA with S.J. Gallina & Company, along with over
twenty years as a surety broker, makes him uniquely qualified to represent his clients
to the surety industry.
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Join us on Thursday August 27th...
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Registration: 3:45pm-4:00pm
Presentations Begin: 4:05pm
Leavitt Pacific Reception to follow
Click here to RSVP Now
Seminar location:
Pruneyard Plaza Hotel
1995 S. Bascom Avenue
,
Campbell,
CA
95008
800-559-4344
Click for Directions
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 Leavitt
Pacific Insurance Brokers presents another session in
our ongoing Consumer Education
Series
408-626-6100 Fax: 408-558-1600
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