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Date: Tue, 9 Aug 2022 16:23:40 -0400
From: Shawn Weppelman <sweppelman@brunswickcompanies.com>
Reply-To: sweppelman@brunswickcompanies.com
To: info@sterlingcal.com
Message-ID: <1660076564024.6c16ed7f-bb8b-4c0b-9a2f-ce5ff5aa2f95@bf06x.hubspotemail.net>
Subject: Surety Webinar - Increasing Bonding Capacity with CPA Prepared
 Financial Statements
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Brunswick Companies (https://connect.brunswickcompanies.com/e3t/Ctc/R+113/c=
l8fL04/VWb5m74H1rXFVqW9RF3wl82GW5r_q0D4Nx4fCN22w0_r3kWDQV1-WJV7CgCsRW259gRg=
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H9hZyNJW1wtQ6T7H2RFX3hMp1 )

Surety Webinar - Increasing Bonding Capacity with CPA Prepared Financial St=
atements:

What are They, Why do They Matter, and How to Get One

Presented by: Mark Levinson, Jeff McQuate, Shawn Weppelman and Meaden & Moo=
re's Carlin Culbertson, CPA

Date & Time: August 24, 2022 @ 11:00am EST

Register Here (https://connect.brunswickcompanies.com/e3t/Ctc/R+113/cl8fL04=
/VWb5m74H1rXFVqW9RF3wl82GW5r_q0D4Nx4fCN22w10D5Q4xtV3Zsc37CgDK5W4CQsJt4py-2N=
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9k2VQZW4vfpQh54Vn3TVl3Vf32zzcJyW6f0ry23j-5y8W96Zc5x4MMqbJW9bkgkq532v6LW89rG=
SS4Sh4Q8N35_d6g1x8s0W69YlR-8s_42PW1mgR2z2jwZHlW1JfkxX5wGyydN2gPZjxZZXzFW6Pl=
SJn1STxTlW6ZPk4X1j-PWlW5y52SL43rHPTW5qllc05Kqj8kW1lgY8K355wKGW52nKGC5VrZf3W=
80VCKQ8JF5sWW1WsTGw44s-x4W78yNd-90ynx5W7Mky892GG7nRW21G3wP8P78nnW2zB1fZ8wCV=
3WW8xhW4J2KCvBSW5-mRct2txV4Z38k01 )

- Overview of what a reviewed financial statement is
- Why does having a reviewed financial statement matter?
- Benefits of having a review done

- Additional bonding capacity
- Create structure for analyzing jobs
- Get better financing agreements, better rates
- For subcontractors, helps with prequalification

- How to be prepared for a review

- Tracking costs by job
- Creating job schedules
- Accrual accounting vs. cash accounting
- Reconciling accounts

Regards,

Shawn Weppelman, AFSB, AIC

Assistant Vice President

Cell: 216-399-2734

sweppelman@brunswickcompanies.com

Brunswick Companies

5309 Transportation Blvd

Cleveland

OH

44125

USA

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<table cellpadding=3D"0" cellspacing=3D"0" border=3D"0" width=3D"100%" clas=
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<td valign=3D"top" colspan=3D"12" width=3D"100.0%" class=3D" column" style=
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ace:0pt; mso-table-rspace:0pt; width:100.0%; text-align:left; padding:0; fo=
nt-family:sans-serif; font-size:15px; line-height:1.5em; color:#444444" ali=
gn=3D"left">
<table border=3D"0" cellpadding=3D"0" cellspacing=3D"0" width=3D"100%" styl=
e=3D"-webkit-text-size-adjust:100%; -ms-text-size-adjust:100%; mso-table-ls=
pace:0pt; mso-table-rspace:0pt; border-collapse:separate !important; border=
-spacing:0; background-color:#ffffff" class=3D" columnContentTable" bgcolor=
=3D"#ffffff"><tbody><tr><td align=3D"left" valign=3D"top" class=3D"columnCo=
ntent widget-span widget-type-rich_text" style=3D"-webkit-text-size-adjust:=
100%; -ms-text-size-adjust:100%; mso-table-lspace:0pt; mso-table-rspace:0pt=
; padding-top:20px; padding-right:20px; padding-bottom:20px; padding-left:2=
0px; text-align:left; padding:0; font-family:sans-serif; font-size:15px; li=
ne-height:1.5em; color:#444444; padding:5px 10px 5px 10px" data-widget-type=
=3D"rich_text">
<div class=3D"layout-widget-wrapper">
<div id=3D"hs_cos_wrapper_module_150729413536769" class=3D"hs_cos_wrapper h=
s_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style=3D"color: inherit=
; font-size: inherit; line-height: inherit;" data-hs-cos-general-type=3D"wi=
dget" data-hs-cos-type=3D"rich_text"><p style=3D"margin-bottom: 1em; -webki=
t-text-size-adjust:100%; -ms-text-size-adjust:100%; text-align:center; font=
-size:20px; line-height:1" align=3D"center"><span style=3D"font-size: 24px;=
"><strong><span style=3D"color: black;">Surety Webinar - Increasing Bonding=
 Capacity with CPA Prepared Financial Statements: </span></strong></span></=
p>
<p style=3D"margin-bottom: 1em; -webkit-text-size-adjust:100%; -ms-text-siz=
e-adjust:100%; text-align:center; font-size:16px; line-height:1" align=3D"c=
enter"><strong><span style=3D"color: black;">What are They, Why do They Mat=
ter, and How to Get One</span></strong></p>
<p style=3D"margin-bottom: 1em; -webkit-text-size-adjust:100%; -ms-text-siz=
e-adjust:100%; text-align:center; font-size:16px; line-height:1" align=3D"c=
enter">&nbsp;</p>
<p style=3D"margin-bottom: 1em; -webkit-text-size-adjust:100%; -ms-text-siz=
e-adjust:100%; text-align:center; font-size:16px; line-height:1" align=3D"c=
enter"><strong><span style=3D"color: black;">Presented by: Mark Levinson, J=
eff McQuate, Shawn Weppelman and Meaden &amp; Moore's Carlin Culbertson, CP=
A</span></strong></p>
<p style=3D"margin-bottom: 1em; -webkit-text-size-adjust:100%; -ms-text-siz=
e-adjust:100%; font-size:12px; text-align:center" align=3D"center"><strong>=
<span style=3D"color: black;">Date &amp; Time: August 24, 2022</span></stro=
ng><strong><span style=3D"color: black;"> @ 11:00am EST</span></strong></p>
<p style=3D"margin-bottom: 1em; -webkit-text-size-adjust:100%; -ms-text-siz=
e-adjust:100%; font-size:12px; text-align:center" align=3D"center"><a href=
=3D"https://connect.brunswickcompanies.com/e3t/Ctc/R+113/cl8fL04/VWb5m74H1r=
XFVqW9RF3wl82GW5r_q0D4Nx4fCN22w10X5kh5LV3Zsc37CgF7-W5BRlZf36CqZhW5Fg4cf7fX7=
LjW78__lS4JWPfnN17Skz6mpJc5VWNsm_6f4brwW8gykHS4hHV2TW1wxWJw6YV2R_W330vyd7Z5=
_VYW8DRYHW6vQrQyW7m41cy8jgd2lW93C74h97T6W6W1x9qyM3T_5KZN3HxfffD_c17W75HfRn4=
4jJz-V2LSDC4pGqHYW7dDW4j34WJsyW82dn6Y6Vsz86W8D8Kfp2JYcM0W5cHgY24SPPF5W74Bh2=
R1M5sJWW9lRP466dGs04W7mNmrc4qLSm2W7p4K1w6Kcq62W29yQzV81kPhmW5m29Xk1v12stW3g=
-6bR1pFk65W88xLk868DvGKW2KzjVH5cXb4cW1CFrhZ4HnfWSN2lbBNpqS1T6W2_8B-W3K4jgRW=
1L2j103-4hzvW5DdN3_3x1PMgN6mF_lXqXXZbW8YhvSm49VMjDW15PbLP2K3QKGW1z3LTR4T08l=
1W82Jbh971509BN3WWVfrZgSt_W1hhVGl8_B99dN17BgmvNcVyqW2z3-pk5YY-LZVfWj6l8XnkV=
sW7Gpsg18-t_3gW5xMzYq5tMKV2W7k4-YY3nxPjs37x41" rel=3D"noopener" style=3D"-w=
ebkit-text-size-adjust:100%; -ms-text-size-adjust:100%" data-hs-link-id=3D"=
0" target=3D"_blank"><!--HubSpot Call-to-Action Code --><span class=3D"hs-c=
ta-wrapper" data-hs-img-pg=3D"cf712206-5329-49aa-833b-6ee33ed72f38" id=3D"h=
s-cta-wrapper-cf712206-5329-49aa-833b-6ee33ed72f38"><span class=3D"hs-cta-n=
ode hs-cta-cf712206-5329-49aa-833b-6ee33ed72f38" id=3D"hs-cta-cf712206-5329=
-49aa-833b-6ee33ed72f38"></span></span></a><a href=3D"https://connect.bruns=
wickcompanies.com/e3t/Ctc/R+113/cl8fL04/VWb5m74H1rXFVqW9RF3wl82GW5r_q0D4Nx4=
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<ul>
<li style=3D"-webkit-text-size-adjust:100%; -ms-text-size-adjust:100%; colo=
r:black"><span style=3D"font-size: 12px;">Overview of what a reviewed finan=
cial statement is</span></li>
<li style=3D"-webkit-text-size-adjust:100%; -ms-text-size-adjust:100%; colo=
r:black"><span style=3D"font-size: 12px;">Why does having a reviewed financ=
ial statement matter?</span></li>
<li style=3D"-webkit-text-size-adjust:100%; -ms-text-size-adjust:100%; colo=
r:black"><span style=3D"font-size: 12px;">Benefits of having a review done<=
/span></li>
<ul>
<li style=3D"-webkit-text-size-adjust:100%; -ms-text-size-adjust:100%; colo=
r:black"><span style=3D"font-size: 12px;">Additional bonding capacity</span=
></li>
<li style=3D"-webkit-text-size-adjust:100%; -ms-text-size-adjust:100%; colo=
r:black"><span style=3D"font-size: 12px;">Create structure for analyzing jo=
bs</span></li>
<li style=3D"-webkit-text-size-adjust:100%; -ms-text-size-adjust:100%; colo=
r:black"><span style=3D"font-size: 12px;">Get better financing agreements, =
better rates</span></li>
<li style=3D"-webkit-text-size-adjust:100%; -ms-text-size-adjust:100%; colo=
r:black"><span style=3D"font-size: 12px;">For subcontractors, helps with pr=
equalification</span></li>
</ul>
<li style=3D"-webkit-text-size-adjust:100%; -ms-text-size-adjust:100%; colo=
r:black"><span style=3D"font-size: 12px;">How to be prepared for a review</=
span></li>
<ul>
<li style=3D"-webkit-text-size-adjust:100%; -ms-text-size-adjust:100%; colo=
r:black"><span style=3D"font-size: 12px;">Tracking costs by job</span></li>
<li style=3D"-webkit-text-size-adjust:100%; -ms-text-size-adjust:100%; colo=
r:black"><span style=3D"font-size: 12px;">Creating job schedules</span></li=
>
<li style=3D"-webkit-text-size-adjust:100%; -ms-text-size-adjust:100%; colo=
r:black"><span style=3D"font-size: 12px;">Accrual accounting vs. cash accou=
nting</span></li>
<li style=3D"-webkit-text-size-adjust:100%; -ms-text-size-adjust:100%; colo=
r:black"><span style=3D"font-size: 12px;">Reconciling accounts</span></li>
</ul>
</ul>
<p style=3D"margin-bottom: 1em; -webkit-text-size-adjust:100%; -ms-text-siz=
e-adjust:100%; line-height:1"><span style=3D"font-size: 12px; color: #00000=
0;">&nbsp; &nbsp; &nbsp;Regards,</span></p>
<p style=3D"margin-bottom: 1em; -webkit-text-size-adjust:100%; -ms-text-siz=
e-adjust:100%; line-height:1"><span style=3D"font-size: 12px; color: #00000=
0;">&nbsp; &nbsp; &nbsp;Shawn Weppelman, AFSB, AIC</span></p>
<p style=3D"margin-bottom: 1em; -webkit-text-size-adjust:100%; -ms-text-siz=
e-adjust:100%; line-height:1"><span style=3D"font-size: 12px; color: #00000=
0;">&nbsp; &nbsp; &nbsp;Assistant Vice President</span></p>
<p style=3D"margin-bottom: 1em; -webkit-text-size-adjust:100%; -ms-text-siz=
e-adjust:100%; line-height:1"><span style=3D"font-size: 12px; color: #00000=
0;">&nbsp; &nbsp; &nbsp;Cell: 216-399-2734</span></p>
<p style=3D"margin-bottom: 1em; -webkit-text-size-adjust:100%; -ms-text-siz=
e-adjust:100%; line-height:1"><span style=3D"font-size: 12px; color: #00000=
0;">&nbsp; &nbsp; &nbsp;sweppelman@brunswickcompanies.com</span></p></div>
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Brunswick Companies
&nbsp;&nbsp;5309 Transportation Blvd
&nbsp;
&nbsp;Cleveland
&nbsp;OH
&nbsp;&nbsp;44125
&nbsp;&nbsp;USA
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