Mission Statement

Vision
The Surety Association of Georgia will be the most widely recognized promoter of corporate suretyship in Georgia and the surrounding region of the Southeastern United States. It will be the foremost leader in communicating and promoting the use of fidelity and surety bonds to protect public and private interests.

Mission
The Surety Association of Georgia promotes corporate suretyship through the visibility, interaction, and communication of its members and associate members through active study and discussion of local surety issues.

The association also provides a central forum for correspondence among all vested stakeholders of corporate suretyship including other organizations, public bodies, and various non-member entities.

Communication is supported and made meaningful by:

  1. Acting as a clearinghouse of information.
  2. Educating and informing members of current issues affecting corporate suretyship.
  3. Cooperating with the Surety Association of America and related trade associations in the handling of industry legislative and regulatory activities.
  4. Promoting the value and use of fidelity and surety bonds to members and to the general public.

Officers

President
Katie Allen
Lockton Companies – Southeast Series
(404) 460-0754
kwallen@lockton.com

Vice-President
Erik McMichael
JSL Surety
(770) 683-1032
emcmichael@jslsurety.com

Secretary
Nate Geer
FCCI Insurance Company
(678) 475-5237
ngeer@fcci-group.com

Treasurer
Alesha Tyler
Large & Gilbert CPA
(770) 671-1533
atyler@largeandgilbert.com

Past Presidents

2015 Eric Matlaga
2014 Matt Maloy/Eric Matlaga
2013 Corey Johnson
2012 Ryan Turner
2011 Sharon Potts
2010 Joshua Schumacher
2009 Patrick Tucker
2008 Joel Cannon
2007 Kyle Williams
2006 Michael Dawson

 

Advisory Committee – Mission & Guidelines

Mission

The Surety Association of Georgia (the “Association” or “SAOG”) Advisory Committee (the “Committee”) shall assess events and issues impacting corporate suretyship, educate industry stakeholders accordingly, and facilitate a resolution process defending the Association and its Member’s collective interests when appropriate and necessary.

Purpose

The Surety Association of Georgia formed the Advisory Committee to defend itself and its Members from attacks against the use of corporate suretyship in the State of Georgia.

Governance and Overview

The Advisory Committee will consist of six voting and/or associate members of the Association.  These members will serve on a volunteer annual basis as long as they are active participants of the Committee and Association.  In the fourth quarter each year, the incumbent SAOG President will be responsible for appointing Committee members for the next calendar year.  The Committee will consist of three Senior Advisors and three Associate Advisors.  Senior Advisors must have a minimum of 10 years industry experience.  Associate Advisors must have a minimum of 2 years industry experience.  The three Senior and three Associate Advisors must consist of agent(s)/broker(s) and company representative(s), but may also include an SAOG associate member.  Ideally, the Advisory Committee will have a mix of members who deal with contract surety and commercial surety.  The Senior Advisors will select one among themselves as the chairperson for the Committee.  One of the two Senior Advisors not selected as chairperson will be the point of contact for the SFAA, and the other the point of contact for the NASBP.

Members of the Association will notify the incumbent President of a new or existing local surety industry issues.  The President will notify the Advisory Committee chairperson and/or Senior Advisors of a local surety issue.  The Advisory Committee will field the issue and determine the appropriate course of action.  The course of action may be to handle internally or refer to the SFAA or NASBP, or both.  If handled internally, the response to the respective municipality or entity should clearly identify the issue and provide a recommended solution to the issue.  The Senior Advisors will utilize the Associate Advisors as they deem necessary to facilitate the resolution of the issue.

At each SAOG quarterly luncheon, the Advisory Committee shall provide to the SAOG an update on new and existing issues, and communicate to the Association the course of action taken.

Advisory Committee Contacts:

Ed Ward – eward@nielsonbonds.com

Daniel McNally – dmcnally@fcci-group.com

D.J. Conroy – D.J.Conroy@bhspecialty.com

Theo Guidry – Theodore.GuidryIII@ACEGroup.com

Carl McFarland – Carl.McFarland@willis.com

Arturo Gonzalez – ARTGON@safeco.com

 

Philanthropy Commitee – Mission & Guidelines

Mission

The Surety Association of Georgia (the “Association”) is forming the Philanthropy Committee (the “Committee”) to provide the members of the Association opportunities to serve and support local communities where they work, live, and play.

Purpose

The Committee will work to meet the annual goals of the Association’s Philanthropic Program (the “Program”) which includes responsibilities for organizing, executing and overseeing any and all Program activities.

Overview

The Committee will organize events to support two charities per year with periodic activities including:  1) One Fundraising Event/Holiday Drive, 2) Food Service and/or other related projects.  A third charity and additional events may also be added depending on participation and demand.

The Association will conduct all activities with charitable organizations that are incorporated and certified as Not-for-Profit entities under Section 503 of the Internal Revenue Code.

An overview of each activity is described below:

Holiday Drive

At the end of each year, in conjunction with the party, the Association will hold a fundraising and goods drive for a local charity.  The purpose of the drive will be to support a charitable organization’s mission.  This drive will be simple and the members will be incentivized to participate.

The charity selected for this drive may range from supporting a local family through a smaller charitable organization to providing support to larger charitable organizations.

Ongoing Service Opportunity

The purpose of the ongoing opportunity is to partner with an organization where the Association can make a long-term impact providing support primarily through service related activities.  The selection of the charity will be by Committee and evaluated on an annual basis.

Optional Third Charity/Possible Single Event

 A third or single event may be added, depending on demand, to allow the members of the Association to have input in supporting a charity.  In order to facilitate this event, the committee may consider providing a Charitable Event Submission Form (the “Submission”) to the members of the Association allowing each member to submit a suggested charity to the Association.   Once all of the Submissions are made, the Committee will review each one and decide on the charity and activity best suited for the Association.

***Refer to Exhibit A – Program Overview for a table that depicts the timeline of events for the annual Committee activity.***

Governance

The Committee will consist of a four-member panel consisting of both general and associate members of the Association.  These members will serve on a volunteer basis for as long as they choose and as long as they are active participants of the Committee.  On an annual basis, the committee will elect a chairperson who will be responsible for overseeing the activities of the Committee.

On an annual basis, the Committee will create a Charitable Activity Plan (the “Plan”) in the fourth quarter of the calendar year which will serve as the basis for the Association’s charitable activities.  The Plan will be prepared and submitted to the governing officers of the Association for review and approval prior to the end of the calendar year and presented to the members of the Association at the first quarterly meeting of the year.

Also on an annual basis, the Committee will complete the Charitable Activity Annual Summary based on feedback received from Association members and the results of the charitable activities to update the Association’s members on the results of the year’s charitable activities and provide recommendations for any changes to the Program.

2017 Activity Plan

Ongoing Service Opportunity

The Committee is currently researching opportunities for partnership for the 2017 calendar year.  The initial focus of the committee was to provide an activity that meets the following criteria:

  • Convenient location
  • Does not require a large time commitment
  • Activity can be performed by virtually anyone
  • Provides several opportunities for members to participate

One type of organization with an activity that meets the above criteria is an organization that offers food service to those in need.  These organizations typically operate year round, have daily opportunities for volunteering, serve meals in a short amount of time, and almost anyone can participate.

The goal might be to agree on a set day per month that the Association will provide volunteers who will sign up for an assigned time slot and serve meals to those in need.  We might ask Association member companies to volunteer for a particular day and provide individuals to participate in the activity.

This activity will be managed by the Committee who will coordinate with the charitable organization and members of the Association to ensure adequate volunteers.

More information will be available as research is continuing, but the goal is to announce this activity at the Association’s first quarter meeting of the calendar year.

Optional Event

The Committee may provide the members of the Association with the Charitable Event Submission form so they can submit their favorite charity for selection of a single event and 3rd charity to serve.  If offered, the form will be provided at a quarterly meeting during the calendar year, collected and evaluated; the corresponding results would be announced at the quarterly meeting following that of distribution.

Holiday Drive

TBD but will consist of a fundraising and goods drive for a local charity.  Members will again be incentivized to participate.

Philanthropy Committee – Contacts:

Michael Dawson – MDawson@yatesins.com

Ryan Otwell – JOTWELL@travelers.com

Leslie Paulsen – lpaulsen@hhinsur.com

Josh Roper – jroper@mfsjcpa.com