The Ins and Outs of Qualifying for Bonds

A Contractor’s Guide to Navigating Bonding Requirements and Financial Strategies with Industry Experts. Hosted by Palermo Landsman & Ross, P.A. in collaboration with The Bunker Insurance & Risk Management

As a trusted advisor to construction clients, you play a critical role in helping them qualify for bonds and unlock larger projects. Whether you're reviewing financials, structuring contracts, or advising on business growth—your guidance can make or break their bonding potential.

But here’s the challenge:
Are the right people on the team to help you support them effectively?

This live panel discussion is designed to equip professionals like you—CPAs, attorneys, and advisors—with deeper insights into how bonding decisions are made and what sureties are truly looking for.

What You'll Learn

What underwriters consider when evaluating a contractor's bond application

The CPAs role in helping clients position their financials for approval

Common missteps that delay or derail the bonding process

How collaborative, aligned advising leads to better client outcomes 

Meet the Panel

Moderator
Karen Ross, EA – Partner at Palermo Landsman & Ross, P.A.
Panelists
Arthur Palermo Jr., CPA – Partner, Palermo Landsman & Ross
Brett Landsman, CPA – Partner, Palermo Landsman & Ross
Ciara Gravier, CIC, CRM, CCIC – CEO, The Bunker Insurance & Risk Management

Why Attend as a Professional Advisor?

Because your construction clients rely on you—not just for compliance and guidance, but for strategic insight that fuels their growth.

This is your chance to:

Sharpen your understanding of what bonding underwriters need 

Learn how to better advocate for your clients 

Collaborate with other professionals who support the same audience

Build a network that enhances your own value and expertise

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