Credit Climate- Banking & Surety Panel

When:  Nov 13, 2019 from 11:30 AM to 1:30 PM (PT)
Associated with  San Diego, CA

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This panel discussion brings together surety & banking experts to share their perspective on the current condition of the credit marketplace. These panelists will give insight on the current challenges that contractors face when obtaining credit and some best practices to achieve maximum capacity in today’s marketplace.

The Q&A session will include discussion topics that will cover:
  • Market Overview
  • Market Trends; both positive and negative
  • Current Challenges & Concerns
  • Market Outlook & Anticipated Changes
  • Keys to Best Contractor/Lender Relationship
  • Open Q&A with the members
Valerie McGuire- Pacific Rim Mechanical
Frank Hertel- Travelers
Ray Klucznik- Merchants Bonding Company
Jase Hamilton- Cavignac & Associates
Oliver Craig- Torrey Pines Bank 

Earn 1.5 CPE Credits in the Field of Specialized Knowledge & Applications. This is a group-live
program at the Basic level. No prerequisites or advanced preparation required.

Please be sure to register by November 7, 2019.


Hotel Karlan a DoubleTree by Hilton
14455 Penasquitos Drive
San Diego, CA 92129

Pricing Information

Registration Price
CFMA-Member $40.00
Non-CFMA-Member $45.00


Mail payments to: CFMA C/O: Hoop5 Networks
P.O. Box 710752
Santee, CA 92072