CAJPA 2017 Conference Guide by SMA Launch

CAJPA 2017 FALL CONFERENCE

THANK YOU TO OUR SPONSORS!

TITANIUM

We could not present this conference without the generosity and support of our sponsors. Thank you for your continued support and dedication to CAJPA and its mission to provide leadership, education, advocacy and assistance to public-sector risk pools to enable them to enhance their effectiveness.

PLATINUM

Anthem is making a difference in health care – with solutions that work It takes a powerful vision to deliver life-changing health care for members and cost-savings approaches for your plan. And at Anthem Blue Cross (Anthem) it’s more than just our goal, it’s our promise! We’re committed to delivering better health care from every angle – cost of care, provider collaboration and the consumer’s experience – so that members get and stay healthy and you have solutions that bring greater savings. We proudly represent nearly 300,000 JPA members offering:

GOLD

Plan options for today’s real world needs

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Personalized health programs that engage members and drive down costs

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Large networks for more in-network care

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A local team that understands your type of plan

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On-the-go tools like LiveHealth Online and our mobile app

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Let us help you find solutions that work. To learn more about our exciting portfolio, contact your Anthem Sales Executive, broker or consultant.

Look to Anthem to deliver better health care from every angle.

Be sure to visit us at Booth P208! Anthem Blue Cross is the trade name of Blue Cross of California. Independent licensee of the Blue Cross and Blue Shield Association. ANTHEM is a registered trademark of Anthem Insurance Companies, Inc. The Blue Cross and Blue Shield names and symbols are registered marks of the Blue Cross and Blue Shield Association.

CAJPA 2017 FALL CONFERENCE

37973CAEENABC 07/16

SILVER • Aon Risk Solutions • Chronovo, Inc. • Crossmark Risk Solutions • Offices of Noah S.A. Schwartz at Ringler • Origami Risk • PFM Asset Management • Scholar Associates

BRONZE • Carl Warren & Company • Cuneo, Black, Ward & Missler • Delta Dental of California • Focused Decisions • Ironshore • Laughlin, Falbo, Levy & Moresi, LLP • Marquee Managed Care Solutions

• Mullen & Filippi, LLP • Norman Peterson & Associates • Ventiv Technology, Inc. • Vision Service Plan (VSP) • Weakley & Arendt, LLP

CAJPA 2017 FALL CONFERENCE

EXHIBITORS

P515 520 101 413 518 P517 514 102 113 P208 114 405 P417 119 312 P524 P525 P202 510 P108 P527 P205 513 419 211 505 507 521 107 P526 P214 425 99 508 P116 219 104 117 100 P200 P206 P204

Acclamation Insurance Management Services (AIMS) Advanced Disability Management, Inc. Air & Water Sciences Allen, Glaessner, Hazelwood & Werth, LLP Alliant Insurance Services, Inc Alliant Insurance Services, Inc Allied Managed Care (AMC) American Fidelity American Technologies Anthem Blue Cross Arrisa Cost Strategies Arthur J. Gallagher & Company AssetWorks Athens Adminstrators Belfor USA Bickmore Risk Solutions Bickmore Risk Solutions Blue Shield of California Burnham Benefits Insurance Services California Bank and Trust Carl Warren & Company Castle Copy CBIZ Valuation Group LLC CD Photocopy Chandler Asset Management Chronovo, Inc. CHSI Technologies Coastal Schools Employee Benefits Organization Company Nurse Crossmark Risk Solutions Delta Dental Delta Group DigiStream Investigations Duff & Phelps FIT (Future Industrial Technologies) Focused Decisions Genesis Management & Insurance Services, Corp. George Hills Company, Inc. Global One Ventures Hanna & Brophy Insurity Intercare Holdings Health Insurance Services, Inc.

CAJPA 2017 FALL CONFERENCE

220 IU Group (Interpreters Unlimited) Kaiser Permanente/Kaiser on the Job P410 P210 Keenan & Associates P318 Laughlin, Falbo, Levy & Moresi, LLP 311 Lenahan, Lee, Slater & Pearce LLP 519 Lexipol P115 LWP Claims Solutions, Inc. 223 ManageWare (Comprehensive Cost) 404 Marquee Managed Care Solutions 105 Medata 321 MES Vision 421 Michael Sullivan & Associates LLP 522 Momentum Engineering 212 Mullen & Filippi, LLP P203 Munich Re 414 Murphy, Campbell, Alliston & Quinn 323 myMatrixx 103 Navitus Health Solutions, Inc. 504 Netfile, Inc. 506 NorCal Surveillance Group 320 Norman Peterson & Associates 412 O’Connor * Telezinski 313 One Call Care Management 221 Origami Risk 511 Patrico, Hermanson & Guzman 411 PFM Asset Management LLC P408 Poms & Associates P528 Porter Scott P218 REEP P314 ReliEf 319 Restoration Management Company P415 Risk Pool Administrators P207 SELF 407 ServiceMaster Recovery Management 406 Shoes for Crews 122 Sytech Solutions 418 TRISTAR Risk Management 420 US Specialty Underwriters 213 Vision Service Plan (VSP) 106 Wells Fargo 523 WORKS International, Inc. P310 York Risk Services Group, Inc.

Partnership. Expertise. Results. Our recipe for success.

With more than 17 “flavors” of risk and claim management services, we can customize a full course program that caters to your specific requirements, or deliver an a la carte solution to meet a particular need. From Actuarial Services to Program Administration, we are proud to serve our customers an excellent experience and superior results. Stop by Booth P524 and P525 to get a taste of what we can do for you, and enter to win an Amazon Echo Show.

CAJPA 2017 FALL CONFERENCE

PROGRAM ADMINISTRATION | RISK CONTROL | RISK MANAGEMENT CONSULTING | ACTUARIAL

Conference Information and Reminders Your registration envelope contains your badge, ribbons (if applicable) and drink tickets for the Tuesday night, Wednesday night and Thursday night receptions. Conference events are at the Lake Tahoe Resort, Harrah’s and Harvey’s. Check the program carefully for the hotel and room assignments for all educational sessions and social functions.

WELCOME MESSAGE

All announcements will take place on the stage located in the Exhibit Hall, 2nd floor, Harrah’s.

Exhibit Hall: Don’t forget to visit our Exhibit Hall. The participation of our exhibitors and sponsors are vital to the success of the conference. We hope you will take the time to meet with them and thank them for their continued support. Words of Wisdom: Informal sessions led by industry leaders who will share their advice, experience and words of wisdom. Please take the time to check out these informative sessions, all held in the Meteor/Mamie meeting room at the Lake Tahoe Resort. Welcome to CAJPA’s 2017 Annual Conference! We are delighted that you joined us this year at CAJPA’s flagship event! CAJPA’s annual conference brings together the “best and the brightest” from California’s risk sharing community. Each year, the Professional Development Committee works tirelessly to identify topics and speakers that will provide attendees with the greatest experience possible. The program agenda includes numerous educational options targeted directly to pool professionals, executive leadership and governing officials. Attend a session in your area of expertise or feel free to venture into a session that may expose you to a new pooling topic.

Our opening presenter, Michelle Gielan, is a national CBS News anchor turned positive psychology researcher and is the best-selling author of Broadcasting Happiness. Michelle is the Founder of the Institute for Applied Positive Research and studies how transformative stories fuel success. Takeaways from this session will be plentiful. Attendees will learn how to inoculate your brain against stress and negativity by factchecking challenges; deal with negative people in a way that lessens their power, and create and sustain a positive culture at work by creating contagious optimism. We are excited to learn from this powerful speaker.

This year’s theme “A Recipe for Success” inspired us to select Chef Jeff Henderson as a keynote presenter. Chef Jeff discovered his passion and gift for cooking in an unlikely place, prison. He uses his journey from drug dealer to celebrity chef, to help others transform their lives and live their dreams. His message is simple, “I’m living the American Dream and so can you!” We are confident you will walk away from this luncheon keynote inspired and empowered to be all you can be. As a special treat he will also be providing a cooking demonstration at Thursday evening’s reception.

The breakout sessions, keynote presentations, exhibit hall and networking opportunities with make this a transformative event for all! The conference is truly a recipe for success. Be sure to spend time in the exhibit hall and learn about new products and services to make your pool the best it can be today and tomorrow.

CAJPA 2017 FALL CONFERENCE

Thank you for attending CAJPA’s 2017 annual conference. Enjoy!

David Clovis, ARM-P President

Lunch on Your Own: All attendees will be on their own for lunch on Wednesday. This is an excellent opportunity to have lunch with clients, vendors, new or old friends. All conference events and meeting spaces are non-smoking. For the courtesy of others, please silence your cell phones and PDA’s before entering the session rooms. Session Information: The written and verbal information presented in sessions at the CAJPA fall conference is only intended to serve this audience as a guide in the various areas to which the information is applicable. No representation is made as to the legal validity of the information or the adequacy of it in any specific situation/transaction. The information contained in these sessions and workshops should be used only after consultation with management and legal counsel of your organization. Alcohol Service Policy: All attendees and guests are reminded that alcohol consumption can lead to intoxication and, therefore, are expected to drink in moderation at events. It is advisable to provide designated drivers or other modes of transit where available.

Karla Rhay, PhD Chair, Professional Development Committee

CAJPA 2017 FALL CONFERENCE

8:30 p.m. – 11:30 p.m. Late Night 80’s Party Live Band, Dancing, Snacks and Networking Harrah’s, South Shore Room

SCHEDULE AT A GLANCE

Tuesday, September 12, 2017 8:30 a.m. - 2:00 p.m. 30th Annual Frank James Invitational Golf Tournament Lake Tahoe Golf Course All proceeds will benefit the Joseph Farrell Memorial Scholarship Check-in at 8:30 a.m.; shotgun start at 9:30 a.m. 1:00 p.m. – 5:00 p.m. Exhibitor Registration and Booth Set Up Harrah’s, 2nd Floor Conference Center 3:00 p.m. – 6:00 p.m. Registration Open Harrah’s, 2nd Floor Conference Center 5:00 p.m. – 6:30 p.m. Welcome Reception and Golf Awards Exhibit Hall, Harrah’s, 2nd Floor Conference Center

Wednesday, September 13, 2017

9:00 a.m. – 10:15 a.m. Welcome and Keynote Speaker, Michelle Gielan, National CBS News Anchor Harrah’s, South Shore Room 10:15 a.m. – 11:00 a.m. Break in Exhibit Hall Harrah’s, 2nd Floor Conference Center 11:00 a.m. – 12:15 p.m. • Educational Sessions • Lake Tahoe Resort and Harrah’s South Shore Room • Words of Wisdom, Lake Tahoe Resort, Meteor/Mamie Room 12:15 p.m. – 1:30 p.m. Lunch on Your Own 1:30 p.m. – 2:15 p.m. Dessert Break in the Exhibit Hall Harrah’s, 2nd Floor Conference Center

6:30 a.m. – 7:30 a.m. THRIVE Walk to the Lake with Kaiser Permanente Meet in Lake Tahoe Resort Lobby

2:15 p.m. –3:30 p.m. • Educational Sessions, Lake Tahoe Resort & Harrah’s South Shore Room • Words of Wisdom, Lake Tahoe Resort, Meteor/Mamie Room

7:30 a.m. – 5:00 p.m. Registration Open Harrah’s, 2nd Floor Conference Center

3:30 p.m. – 4:00 p.m. Chair Massage & Smoothie Break Lake Tahoe Resort, Atrium

7:30 a.m. – 9:00 a.m. THRIVE Breakfast in Exhibit Hall Harrah’s, 2nd Floor Conference Center

4:00 p.m. – 5:15 p.m. • Educational Sessions, Lake Tahoe Resort & Harrah’s, South Shore Room • Words of Wisdom, Lake Tahoe Resort, Meteor/Mamie Room

7:30 a.m. – 12:30 p.m. Exhibit Hall Open Harrah’s 2nd Floor Conference Center

5:15 p.m. – 6:30 p.m. Networking Reception Lake Tahoe Resort, Atrium

10:00 p.m. Prize Drawing At The Late Night Party Harrah’s, South Shore Room

3:15 p.m. – 3:45 p.m. Chair Massage & Smoothie Break Lake Tahoe Resort, Atrium 3:45 p.m. – 5:00 p.m. Educational Sessions Lake Tahoe Resort & Harrah’s, South Shore Room

Thursday, September 14, 2017

5:00 p.m. – 6:30 p.m. CAJPA’s Kitchen Reception Sand Harbor, Harrah’s

6:30 a.m. – 7:30 a.m. THRIVE Walk to the Lake with Kaiser Permanente Meet in Lake Tahoe Resort Lobby

Friday, September 15, 2017

7:30 a.m. – 5:00 p.m. Registration Open Harrah’s, 2nd Floor Conference Center

8:00 a.m. – 10:00 a.m. Legislative Update and Full American Breakfast Buffet Lake Tahoe Resort Ballroom

7:30 a.m. – 9:00 a.m. Continental Breakfast in Exhibit Hall Harrah’s, 2nd Floor Conference Center

Keynote speaker Mike Madrid, Principal, GrassrootsLab Breakfast sponsored by: Ventiv Technology, Inc.

8:00 a.m. – 8:30 a.m. CAJPA General Membership Meeting Lake Tahoe Resort, Emerald/Nevada Room

10:00 a.m. Conference Concludes

8:30 a.m. – 9:45 a.m. Educational Sessions Lake Tahoe Resort & Harrah’s, South Shore Room 9:45 a.m. – 10:00 a.m. Specialty Coffee Break Lake Tahoe Resort, Atrium 10:00 a.m. – 11:15 a.m. • Educational Sessions, Lake Tahoe Resort & Harrah’s, South Shore Room • Words of Wisdom, Lake Tahoe Resort, Meteor/Mamie Room 11:45 a.m. – 12:00 p.m. Grand Prize Drawing Exhibit Hall, Harrah’s, 2nd Floor Conference Center 12:15 p.m. -1:45 p.m. Recognition Luncheon Harvey’s, Emerald Bay Ballroom Keynote speaker: Jeff Henderson, Celebrity Chef

proudly presents the Guidebook Mobile Conference App! This easy to download and easy to use mobile app for your phone, iPad or other mobile device will provide conference information at your finger tips: Schedule - Conference schedule is available to select your sessions & add them to your personalized agenda with reminders. Maps - Maps of the hotel meeting space & exhibit hall floor plan. Presenters - Complete lists of speakers, exhibitors & more! Photos - Take fun and creative photos throughout the conference & instantly upload them to the Mobile App to share with other attendees.

12:15 p.m. – 3:00 p.m. Exhibit Hall Breakdown Harrah’s, 2nd Floor Conference Center 2:00 p.m. – 3:15 p.m. Educational Sessions Lake Tahoe Resort & Harrah’s, South Shore Room

CAJPA 2017 FALL CONFERENCE

is proud to support

How you get there matters. You want to drive down your total cost of risk. The best way to do that is to get your injured workers back to health and back to work faster.

DON’T MISS

We call that responsive, responsible care.

Leslie Tuxhorn, Firm Managing Partner, Words of Wisdom Wellness in the Workplace: Leadership Lessons on Motivation Hanna Brophy specializes in workers’ compensation defense and employment-related litigation. Since 1943, employers throughout California have looked to Hanna Brophy for excellence in legal representation. sErViCEs • Workers’ Compensation Defense • CalPERS • Labor Code § 132a Defense & Serious and Willful Misconduct • Industrial Disability Retirement (IDR) & Public Employee’s Ret. System • Cal/OSHA Defense • Federal, Longshore and Harbor Cases hannabrophy.Com York’s integrated claims and managed care solution will get injured workers back to health and back to work faster - while effectively reducing your total cost of risk. 10

LoCations

CAJPA 2017 FALL CONFERENCE Bakersfield Fresno

Los Angeles Oakland Orange Redding Riverside Sacramento

San Diego San Francisco San Jose Santa Rosa Stockton Van Nuys

Stop by Booth P310 to learn more.

CAJPA 2017 FALL CONFERENCE

CLA IM S M A N AGE M E N T | M A N AGE D CA R E | R IS K M A N AGE M E N T | LOSS CO N T RO L www. YORKRSG .com

11:45 a.m. – 12:15 p.m.

RECIPE OF EVENTS

Words of Wisdom Meteor/Mamie, Lake Tahoe Resort HANNA BROPHY Wellness in the Workplace: Leadership Lessons on Motivation

Motivating employees to excel at their work is synonymous to motivating mental and physical wellbeing. Learn important leadership lessons that empower all demographics of employees to perform better at their jobs with their health in mind. Speakers: Leslie Tuxhorn, Firm Managing Partner Mike White, Of Counsel 11:00 a.m. - 12:15 p.m. - Educational Sessions

Tuesday, September 12, 2017 8:30 a.m. – 2:00 p.m.

30th Annual Frank James Open Golf Tournament Lake Tahoe Golf Course (Check-in at 8:30 a.m.: Shotgun start at 9:30 a.m.) Title Sponsor: Office of Noah S.A. Schwartz at Ringler 11:00 p.m. – 4:30 p.m.

Exhibitor Registration and Booth Set Up Harrah’s, 2nd Floor Conference Center 3:00 p.m. – 6:00 p.m.

Registration Open Harrah’s, 2nd Floor Conference Center 5:00 p.m. – 6:30 p.m.

Welcome Reception & Golf Awards Harrah’s Exhibit Hall 2nd Floor Conference Center Sponsored by: Schools Excess Liability Fund (SELF)

Wednesday, September 13, 2017 6:30 a.m. – 7:30 a.m.

THRIVE Walk to the Lake with Kaiser Permanente Meet in the Lake Tahoe Resort Lobby 7:30 a.m. – 5:00 p.m.

Registration Open Harrah’s, 2nd Floor Conference Center 7:30 a.m. – 9:00 a.m.

THRIVE Breakfast in Exhibit Hall Harrah’s, 2nd Floor Conference Center Sponsored by: Kaiser Permanente/Kaiser on the Job

CAJPA 2017 FALL CONFERENCE

9:00 am – 10:15 am

Opening Session with Keynote Michelle Gielan Michelle was a national CBS News anchor turned positive psychology researcher and is the best-selling author of Broadcasting Happiness. Michelle is the Founder of the Institute for Applied Positive Research and is partnered with Arianna Huffington to study how transformative stories fuel success. She is an Executive Producer of “The Happiness Advantage” Special on PBS and a featured professor in Oprah’s Happiness course. Michelle holds a Master of Applied Positive Psychology from the University of Pennsylvania, and her research and advice have received attention from The New York Times, Washington Post, FORBES, CNN, FOX, and Harvard Business Review. Sponsored by: Navitus Health Solutions LLC 10:15 a.m. – 11:00 a.m.

Break in Exhibit Hall Harrah’s, 2nd Floor Conference Center Join us in the exhibit hall for specialty coffee Sponsored by: Scholar Associates 11:00 a.m. – 11:30 a.m.

Words of Wisdom Meteor/Mamie, Lake Tahoe Resort NAVITUS HEALTH SOLUTIONS Using Your Leadership Voice to Create Trust in a Time of Chaos

Trust is the foundation of any relationship, particularly given the chaos and confusion in healthcare today. People only trust those that they can see. That is why face-to-face communication is crucial in every business meeting and presentation. Teri Goudie will teach a five-step method that is designed to create and maintain long lasting relationships. After all, the cascade of trust starts with you. Speaker: Teri Goudie, Founder of Goudie Media Services

Suicide & Bullying: How Schools Can Reduce Risk & Improve Results Location: Emerald/Nevada, Lake Tahoe Resort Learn about effective ways of reducing risks and improving school climate; different forms of student physical, social and emotional abuses that can lead to suicidal contemplation, and the various approaches to countering their impact. At the completion of this session, attendees will be able to: • Identify the different forms of student aggression • Understand the costs and consequences of bullying / cyber-bullying, including suicide • Learn the most effective ways to improve the overall school climate to decrease risk and liability Speaker: Rick Phillips, Executive Director, Community Matters Moderator: Janet Selby, Executive Director, North Bay Schools Insurance Authority Interest areas: Loss Control, Liability National Trends & Emerging Claims Issues Location: Blaisdel/Stanford, Lake Tahoe Resort An overview and analysis of the latest and most compelling claim issues and emerging trends impacting public entities. The session will look at current developments in public sector verdicts and settlements and focus on big exposures and where we see both favorable and adverse trends developing. At the completion of this session, attendees will be able to: • Increase awareness and appreciation of the most significant exposures facing public entities. • Understand how California jurisdictions stack up against the nation in terms of verdict and settlement trends. • Identify emerging claim exposure and their potential impact. Speakers: Michael Duffy, Vice President Claims Division, Munich Reinsurance America, Inc. Charles Kroh, Senior Vice President, Head of Specialty Markets Claims, Munich Reinsurance America, Inc. Moderator: Heather Fregeau, Excess Liability Manager, AIC-M, ARM-P, CSAC EIA Interest areas: JPA Board, Pool Manager, General Interest, Loss Control & Liability.

Funding Your Pool for the Long-Term: Efficient Management of Pool Capital Location: Tallac, Lake Tahoe Resort Pools were initially formed as a temporary solution for an insurance crisis. Over time, public agencies have seen the benefits of pooling and now risk sharing pools are a more permanent financial structure. Public agencies across the country rely on pools for their insurance needs. The evolution of funding and the pool/member relationship will be addressed. • At the completion of this session, attendees will be able to: • Have a better idea of what questions to ask • Know the long-term policies and practices for funding of pools • Understand how Solvency II standards were developed and how they may apply to a pool Speaker: Kevin Wick, FCAS, MAAA, (US - Assurance) PwC Moderator: James Marta, Managing Partner, James Marta & Company Interest areas: Finance, JPA Board, Pool Manager Designing the Perfect Defense to a Dangerous Condition Location: South Shore Room, Harrah’s Several examples of lawsuits alleging dangerous condition of public property will be shared as well as how the public entity strategically managed these claims from the initial investigation, claim response, lawsuit, responsive pleadings, discovery, depositions, dispositive motions and trial. By exploring specific examples of alleged dangerous conditions the panel will discuss best practices on how to manage these claims and take steps to avoid liability. At the completion of this session, attendees will be able to: • Gain an understanding of the claims process on dangerous condition claims • Develop some best practices for investigating dangerous condition claims and preserving evidence • Learn strategies for litigating dangerous condition claims Speakers: Christie Bodnar Swiss, Esq., Partner; Collins Collins Muir + Stewart LLP Michael L. Wroniak, Esq., Partner; Collins Collins Muir + Stewart LLP Moderator: Norm Lefmann, CJPIA Interest areas: JPA Board, Pool Manager, General Interest, Loss Control and Property & Liability.

CAJPA 2017 FALL CONFERENCE

Adapting to Weed in the Workplace Location: Flying Cloud, Lake Tahoe Resort With the passage of Proposition 64, California joins a number of states in legalizing recreational marijuana. How does this impact the workplace? In this session, understand the state of the law with respect to the use of recreational and medical marijuana, learn the parameters of such use in the workplace, and consider the implications for employer liability. At the completion of this session, attendees will be able to: • Understand legal marijuana and an employers’ right to discipline and test • Understand interaction of disability discrimination law with marijuana use • Identify possible new exposures to agencies and potential JPA adaptations in response Speakers: Kristine E. Kwong, Partner, Musick, Peeler & Garrett LLP Douglas R. Alliston, Shareholder, Murphy Campbell Alliston & Quinn Moderator: Nidra Kumaradas, ASCIP Interest areas: Human Resources, JPA Board, Pool Manager 12:15 p.m. -1:30 p.m.

Lunch on Own 1:30 p.m. – 2:15 p.m.

Dessert Break in Exhibit Hall Sponsored by: Scholar & Associates 2:15 p.m. – 2:45 p.m.

Words of Wisdom Meteor/Mamie, Lake Tahoe Resort BLUE SHIELD Wellvolution: Do it different, Make a difference

Find out how to get a better understanding of how life-style medicine can make a difference in the wellbeing of your workforce. Speaker: Bryce Williams, Vice President, Wellbeing 2:15 p.m. – 3:30 p.m. - Educational Sessions

How to Sabotage Your Claims without Really Trying: Remaining Involved in your Claims Successful Outcome Location: Emerald/Nevada, Lake Tahoe Resort Workers’ compensation claims have remained volatile since its deregulation in 1995 leaving public entities faced with dramatic swings. Today’s public employer can either be self-insured or in a fully insured, dollar one program. In either case, they may either adjudicate claims themselves or use a third-party administrator (TPA). The reality is that many employers unwittingly sabotage their claims. This session highlights the pitfalls and mistakes that an employer can avoid when an employee is injured on the job. Discussion will center on preparing for litigation, and the importance of being proactive in managing the claim with or without the claims adjuster. At the completion of this session, attendees will be able to: • Successfully prepare workers’ comp claims for litigation

CAJPA 2017 FALL CONFERENCE

• Recognize the top 10 common mistakes that could sabotage the claim • Learn how proactive employer involvement with the claim defense process leads to the best possible claim resolution Speakers: Cheri M. Estes, Esq., Partner, Law Offices of Weitzman and Estes Carrie O’Connor, Esq., Founding Member, O’Connor * Telezinski Moderator: Nina Cooper, Law Offices of Weitzman and Estes Interest areas: Workers’ Compensation, JPA Board, Pool Manager, General Interest ERM for Risk Pools: Moving from Theory to Practice Location: Blaisdel/Stanford, Lake Tahoe Resort Enterprise risk management (ERM) is being implemented in risk pools throughout the country. Questions addressed in this session include: Will ERM create value proportionate to the effort? Who is doing it, and what are the results? What is the path forward? Speakers will discuss successful public entity ERM implementations, revisit the ERM value proposition, and discuss why ERM is ultimately indispensable to risk pools and their members. At the completion of this session, attendees will be able to: • Identify systemic risk drivers and emerging risks for risk pools and their members • Understand why ERM framework and processes are the optimal solution for managing systemic pool and member risks • Outline an ERM implementation timetable and project plan for their organization Speakers: Robin Flint, Senior Risk Management Advisor, ACWA JPIA Wendell Bosen, Senior Account Executive, Moreton & Company Moderator: David Clovis, General Manager, California Joint Powers Risk Management Authority Interest areas: Finance & Technology, JPA Board, Pool Manager, General Interest, Human Resources, Loss Control, Property & Liability Who’s Policing the IT Police? Location: Tallac, Lake Tahoe Resort It’s safe to say that nearly all functions of a modern organization are dependent on technology. That fact, combined with an ever-increasing need to secure access to this technology, has resulted in technology staff assuming the role of “gatekeepers.” But who’s watching the tech folks? This promises to be a thought provoking session that includes discussion on the evolution of technology staff as the “gatekeepers” as well as a look at strategies for managing the risk related to who controls access and just how they do so. At the completion of this session, attendees will be able to: • Identify the gatekeepers of IT infrastructure • Understand the risk associated with IT gatekeepers • Take away one or more strategies to manage this risk • Sleep better knowing there is a plan to control this risk Speakers: Rick Krepelka, Chief Operations Officer, Golden State Risk

Management Authority Ritesh Sharma, Manager, Finance and Accounting, Bickmore Tuan “Tommy” Le, IT/IS Manager, Washington Schools Risk Management Pool Moderator: Carl Sandstrom, Business Projects Manager, California Joint Powers Insurance Authority Interest areas: Finance & Technology, Pool Manager, General Interest Dealing with Danger – Strategies to Avoid Liability and Minimize Exposure for Dangerous Conditions of Public Property and Inverse Condemnation Cases Location: South Shore Room, Harrah’s Strategies for risk management to defend dangerous conditions and inverse condemnation cases are essential. Pools need to identify ways to minimize exposure in these cases. The topics to be explored include dangerous conditions, early investigation of claims, training public works and other departments, cutting edge immunities, practice tips and more. At the completion of this session, attendees will be able to: • Effectively investigate claims early, preserve key evidence and avoid the pitfalls associated with early investigations. • Identify claims for which early resolution should be considered and understand how to approach resolution. • Understand and utilize cutting edge immunities in the defense of dangerous condition claims. Speakers: Richard Osman, Partner, Bertrand, Fox, Elliot, Osman & Wenzel Michael Wenzel, Partner, Bertrand, Fox, Elliot, Osman & Wenzel Moderator: Craig Schweikhard, Claims Administrator, CJPRMA Interest areas: JPA Board, Pool Manager, General Interest, Loss Control, Property & Liability Transgender – Affirming Public Entities: What you need to Know Location: Flying Cloud, Lake Tahoe Resort Transpersons face barriers and bullying, and are at high risk for suicide. In this session you will leave knowing an overview of the ever-evolving laws on transgender issues under the California Fair Employment & Housing Act and how to support trans employees and even students to ensure that your entity is in compliance with California law. Particular attention will focus on employees’ rights, access to facilities consistent with one’s gender identity, restroom access, and how to handle sex-segregated facilities, including locker rooms, shower facilities, dress code standards and use of preferred names in lieu of the legal name. At the completion of this session, attendees will be able to: • Understand the legal backgrounds of AB1266 and the fair employment laws • Differentiate between the various forms of gender and other discrimination • Weigh the impact of gender identity (i.e., policies, accommodations, etc.) • Have an awareness of legal protections for discrimination based on specific sexual minorities.

Speakers: Kristine Kwong, Esq., Attorney/ Partner, Law Offices of Musick-Peeler Karla M Rhay, Ed.D., CEO, CSJPA (Benefits and Risk Management), Moderator: Melissa Weis, CSJPA, Administrative Services Manager Interest areas: Legislative, General Interest, JPA Board, Pool Manager, Workers’ Compensation, Healthcare, Human Resources, Loss Control, Liability 3:00 p.m. – 3:30 p.m.

Words of Wisdom Meteor/Mamie, Lake Tahoe Resort KAISER PERMANENTE Telehealth - Healthcare in the Digital Age. Telehealth is offering the ability for a patient to connect to healthcare anytime and from anywhere. Come and explore the use of telehealth in the workers’ compensation world. Speaker: Kathleen Simmons

3:45 p.m. – 4:15 p.m.

Words of Wisdom Meteor/Mamie, Lake Tahoe Resort BICKMORE The Cost of Bad Risk: Cooking up a Financial Storm you may not be Aware of Until It’s Too Late Contracts are your friends! Featuring real-world case studies, this workshop will illustrate how effective transfer of risk practices can positively impact claim scenarios for your agency. This session will look at what can go wrong when contractual risk transfer is not successfully implemented. This is a Words of Wisdom session you won’t want to miss! Speakers: Joe Costamagna, Senior Consultant, Litigation Services & Ric Burwell, Manager, Pool Administration Services

3:30 p.m. – 4:00 p.m.

Chair Massage and Smoothie Break Resort Atrium Rejuvenate your mind and body with a quick massage and smoothie break in the Lake Tahoe Resort Atrium Sponsored by: Marquee Managed Care Solutions.

Session Handouts Session handouts and PowerPoint presentations provided to the CAJPA office will be posted to the CAJPA Fall Conference website. Visit www.cajpa.org!

CAJPA 2017 FALL CONFERENCE

4:00 p.m. – 5:15 p.m. - Educational Sessions

“Doing Well By Doing Good”: Savings, Security and Value for Everyone with Structured Settlements and Professional Administration Location: Emerald/Nevada, Lake Tahoe Resort Focused on innovative, practical tools and tactics, this session will outline how the latest advances in structured settlement design and professional administration technology enable more settlements on more cases for less money with delivering significant value to both parties. At the completion of this session, attendees will be able to: • Leverage new strategies to settle more claims for less money while securing ongoing funding and coordination of care for every applicant and plaintiff on a wide variety of claims types and sizes, • Design a protocol that eliminates all concerns about ongoing Medicare liability for all parties in both workers’ compensation and liability claims, and; • Shift settlement negotiations to needs-based, valuedelivering discussion about protecting assets from creditors, safeguarding public assistance, enabling returnto-work, and ensuring a lifetime of income. Speaker: Ken Paradis, Chief Executive Officer, Chronovo, Inc. Moderator: Michael Pott, Chief Claims Officer, CSAC-EIA Interest areas: Finance & Technology, Workers’ Compensation, General Interest, Loss Control Pools and the Reinsurance Market – What You Need to Know! Location: Blaisdel/Stanford, Lake Tahoe Resort From the evolution of reinsurance to its current use and types that exist in today’s risk pools, this session will address the part reinsurance plays in making the insurance market comprised of pools, captives, and JPA’s more attractive and stable. At the completion of this session, attendees will be able to: • Define what reinsurance is and its purpose. • Have an overall knowledge and an understanding on the various concepts and types of reinsurance. • Gain knowledge in understanding the cost and benefits of being a purchaser of reinsurance. Speakers: Bill Harris, Managing Director, Guy Carpenter Dr. William Deeb, Relationship Manager, Aon Risk Services Moderator: David Clovis, General Manager, California Joint Powers Risk Management Authority Interest areas: JPA Board Members, Pool Managers, and Property and Casualty Risk Managers Digital Threats More than a Virtual Reality Location: Tallac, Lake Tahoe Resort This panel will discuss the use of digital devices in employee misconduct, cyberbullying, school violence and other cyberrelated matters. Email and texting play an important part in the grooming that leads to sexual misconduct. Issues related to Internet addiction and related mental health disorders will be explored. New assessment tools and researched instruments will be shared. Technology is moving faster than awareness of its impact.

CAJPA 2017 FALL CONFERENCE

At the completion of this session, attendees will be able to: • Understand the Coolidge effect and its impact on learning and behavior in classrooms. • Gain an understanding of photo lockers used by students with a description of what took place in a district. • Learn to use the Model Code of Educator Ethics and its Principal dealing with digital ethics as a tool to share among employees. • Be able to create different policies to meet these challenges. Speakers: Daniel Shinoff, Esquire, Stutz, Artiano, Shinoff and Holtz Glenn S. Lipson, Ph.D., Alliant International University, School of Forensic Studies Moderator: Robin Fawkes, Director of Risk Management, San Mateo County Schools Insurance Group Interest areas: Healthcare, JPA Board, Pool Manager, General Interest, Human Resources, Loss Control, Property & Liability Becoming the Master Chef of Your Balanced Health Plan While Navigating the Employee Benefits Pyramid Location: Flying Cloud, Lake Tahoe Resort Want to become a master chef of a successful employee benefits program? This session will systematically guide attendees through a recipe for success. Attendees will be provided the ingredients to include and to avoid, to create this healthy/balanced program. Is skinny better? Understanding narrow networks, low fat plan designs vs. full fat options. Should you splurge or should you save? At the completion of this session, attendees will be able to: • Create a balanced employee benefits program • Understand obstacles and pitfalls to avoid while developing your employee benefits program; and • Understand skinny plans, and narrow networks Speakers: Ellen Alcala, Employee Benefits Manager, California Schools Employee Benefits Association Kristen Wesley, Regional Vice President Strategic Accounts, Anthem Blue Cross Moderator: Linda dela Torre, Assistant Superintendent, San Marino School District Interest areas: Pool Managers, Human Resources, Healthcare, JPA Board

8:30 p.m. – 11:30 p.m.

Late Night eighties Party with LIVE MUSIC Location: Harrah’s, South Shore Room

Thursday, September 14, 2017 6:30 a.m. – 7:30 a.m

THRIVE Walk to the Lake with Kaiser Permanente Meet in the Lake Tahoe Resort lobby 7:30 a.m. – 5:00 p.m.

Registration Open Harrah’s, 2nd Floor Conference Center 7:30 a.m. – 12:15 p.m.

Exhibit Hall Open Harrah’s, 2nd Floor Conference Center

Wednesday night will be a blast from the past! Join us for a private 80’s party in the South Shore Room! Experience the sounds of WonderBread5, a rock and roll party machine playing all your favorites from the 80s and more! There will be desserts, late night snacks and specialty cocktails, so be sure to bring your two drink tickets. Come dance the night away and revisit the good old days of the 1980s! Party Sponsored by: Markel Global Reinsurance Prize Drawing sponsored by: Origami Risk

5:15 p.m. – 6:30 p.m.

Networking Reception NEW location this year: Lake Tahoe Resort Atrium What better way to end the day by meeting up with friends and colleagues to discuss the news of the day at the networking reception? Enjoy some great food, light entertainment and interesting conversation in the beautiful atrium at the Lake Tahoe Resort. Each attendee will receive one drink ticket in their registration envelope to be used during the reception. Sponsored by: Bickmore

LETS DANCE

7:30 a.m. – 9:00 a.m.

Continental Breakfast in Exhibit Hall Harrah’s, 2nd Floor Conference Center

Sponsored by: Crossmark Risk Solutions 8:00 a.m. – 8:30 a.m.

CAJPA General Membership Meeting Emerald/Nevada, Lake Tahoe Resort 8:30 am – 9:45 am - Educational Sessions

Pooling Roundtable – Issues of Common Interest Location: Meteor/Mamie, Harrah’s This interactive session is a chance to outline issues of common interest among public entity pools across North America, including areas pool executives and boards are focused on as they engage in strategic planning conversations. What are the strengths and weaknesses pools face, and what opportunities and threats are posed by our external environment? With more conversation than presentation, join this session to help identify key current issues and share experiences that will provide useful insight to all pools. At the end of the session, attendee will be able to: • Identify emerging, national pooling issues • Plan strategically for issues that might impact an individual pool’s operation • Share insights from other pools, including how to address weaknesses or threats to the pooling industry Speakers/Moderators Martin Brady, Executive Director, Schools Insurance Authority Michelle Carter, Member Services Manager, Association of Governmental Risk Pools (AGRiP) Interest Area: JPA Board, Pool Manager, General Interest

CAJPA 2017 FALL CONFERENCE

Ergonomics & Millennials: The Impact on Workers’ Comp Location: Emerald/Nevada, Lake Tahoe Resort Risk managers have focused much of their attention on the needs of aging employees, while overlooking a potentially more challenging ergonomic conundrum — ergonomics for Millennials. In just a few years, Millennials will make up 75 percent of the global workforce, and they are entering the workforce having used technology all of their lives! This long history has solidified high-risk patterns and habits around that use of technology. Discover practical ways to manage young workers’ comfort, deal with their potentially pre-existing injuries and the impact it will have on workers’ compensation. At the completion of this session, attendees will be able to: • Identify the ergonomic issues that Millennials bring to the workplace • Recognize the habits from life-long technology use that will affect ergonomic evaluations and workers’ compensation • How to persuade Millennials to ergonomically conform to a more structured workplace Speaker: Kathy Espinoza, AVP/Ergonomics and Safety, Keenan & Associates Moderator: Suzanne Trowbridge, Vice President, Keenan & Associates Interest areas: Worker’s Compensation, Healthcare, Human Resources, Loss Control, Risk Management, Safety Specialists HRAs: Defined Benefits that Define a Strong Commitment to Your Early Retirees Location: Blaisdel/Stanford, Lake Tahoe Resort Health Reimbursement Arrangement (HRA) is considered to be a defined contribution health care plan that may provide reimbursements for medical and dental insurance premiums and other eligible health care expenses. There are many benefits associated with the use of HRAs including triple tax savings, carry-over of unused funds from year to year, and flexibility and fiscal savings to both agencies and participants. This session will focus on the benefits for early retirees and agencies alike by offering options outside of the current group plans as facilitated by an HRA. At the completion of this session, attendees will be able to: • Understand what HRAs are and how they work • Identify possible premium savings within their group plans • How HRAs can benefit early retirees (and others) Speakers: Gail Beal, Senior Vice President, Keenan & Associates Debra Yorba, Vice President, Keenan & Associates Isaac Stern, Senior Vice President, Keenan & Associates Moderator: Brad Keenan, Account Executive, Keenan & Associates Interest areas: Healthcare, General Interest Actuarial Assumptions and Results – Fact or Fiction Location: Tallac, Lake Tahoe Resort Do you understand the assumptions in an actuarial report and how they affect the resulting estimates? Pool professionals and governing officials need to “own” the assumptions in the actuarial report. Staff and board members don’t need to create the actuarial report, but must have a solid understanding of

CAJPA 2017 FALL CONFERENCE

the basic assumptions contained in the report, be confident that they are reasonable and know how to properly use the actuarial results to evaluate and fund a risk sharing pool. At the completion of this session, attendees will be able to: • Understand the estimates and assumptions in an actuarial report • Use the estimates to evaluate their pool’s financial health • Avoid funding mistakes by understanding the limitations of the estimates Speakers: Marcus Beverly, First Vice President, Alliant Insurance Services Mike Harrington, President Actuarial Services, Bickmore, James Marta, Managing Partner, James Marta & Company Moderator: Ken Hearnsberger, Finance Manager, North Bay Schools Insurance Authority Interest areas: Pool Manager, Finance, JPA Board Technology Hot Topics: Part 1: Digitally Transform your Safety Culture Location: South Shore Room, Harrahs Technology is continuing to change the way people work and learn, so why aren’t you using these advancements to boost the effectiveness of your safety training? Safety training is often viewed as the obligatory, mundane class you need to attend to check the OSHA compliance box, but it can be so much more effective with the infusion of do-ityourself technology. Learn how simple and cost effective it is to incorporate electronic learning into a safety program that meets the expectations of modern day cultures. Providing these short, digital training resources that are both entertaining and informative is a key element in transforming your safety culture. At the completion of this session, attendees will be able to: • Learn how technology can help create more effective safety training • Understand the importance of modular training opportunities • Create and produce your digital training safety resources Speaker: Jeff Johnstone, Risk Control Director, Bickmore Moderator: Enriqueta “Henri” Castro, CSP, Risk Control Manager, Bickmore Interest areas: Loss Control, Technology, General Interest Part 2: Where is Technology in Your Risk Toolbox? Location: South Shore Room, Harrahs Data, analytics, reports…etc. Everything is helpful when considering risk mitigating strategies. But where is the realtime feedback? Is it even possible? If you can measure it, you can track it. If you can track it, you can improve it. Increased awareness leads to positive changes in behavior, thereby reducing risk. Consider technology driven solutions to have in your toolbox. At the completion of this session, attendees will be able to: • Identify applicable technologically driven methods to minimize exposures • Learn how to seamlessly involve solutions into existing programs

• Increase risk and safety awareness through a realization of new perspectives Speaker: Eric Dahlen, ARM, CSRM; Risk Officer, California School Risk Management Moderator: Enriqueta “Henri” Castro, CSP, Risk Control Manager, Bickmore Interest areas: Loss Control, Liability, Technology Transforming Healthcare through Care Delivery Innovation Location: Flying Cloud, Lake Tahoe Resort Year after year healthcare costs continue to rise at an unsustainable rate. While many have tried methods to rein in costs, none have been as effective as the most recent efforts in care delivery innovation. Look at accountable care organizations (ACOs) and payment innovation as reductions in unit costs alone will not deliver the results needed to make healthcare affordable. Discussions will include trends in the cost of healthcare with cost reduction as well as quality improvements. At the completion of this session, attendees will be able to: • Understand why the current system is unsustainable • Understand how ACOs work • Understand how some ACOs impact trends Speaker: Diana Gibson Pace, Vice President & General Manager, Premier Accounts, Blue Shield of California Moderator: Quentin D. Blanton, Business Manager, Premier Accounts, Blue Shield of California Interest areas: Healthcare, General Interest 9:45 a.m.-10:00 a.m.

Specialty Coffee Break Lake Tahoe Resort Atrium Sponsored by: Carl Warren & Company

CARL WARREN & COMPANY

10:00 a.m. -10:30 a.m.

Words of Wisdom Meteor/Mamie, Lake Tahoe Resort ANTHEM BLUE CROSS Ingredients for the new On-Line you! Join our tech chef, Kim as she cooks up a new on-line you. This session will focus on how to leverage LinkedIn from an online personal branding perspective. Attendees will share ideas and support the ongoing personal branding, networking, and rapport building. It is intended to help any person interested in better understanding how to leverage Social Media to manage their online first impressions (personal brand) as well as position themselves online to leave a positive and lasting impression with their clients, business partners, and colleagues. Speaker: Kimberly Boudro, Learning Consultant

10:45 a.m. – 11:15 a.m.

Words of Wisdom Meteor/Mamie, Lake Tahoe Resort YORK Recipe for a Successful File Review Please join chefs Tani Bragg and Dorienne Zumwalt as they walk us through their favorite recipe for a successful file review. This 30-minute session will include a few secret ingredients that they feel make for a delicious file review. Speakers: Tani Bragg & Dorienne Zumwalt

10:00 a.m. – 11:15 a.m. - Educational Sessions

Successful Integrated Disability Management with Main Ingredient – Reasonable Accommodation! Location: Emerald/Nevada, Lake Tahoe Resort Panel discussion will bring focus on how employers can cook up cost savings in both workers’ compensation and civil employment liability claims through integrated disability management. With the aging workforce, disabilities in the workplace are more likely to occur. Financial impact of such occurrences may be minimized, if not eliminated with effective integrated disability policies and procedures. Effectiveness depends on injury prevention, early intervention and gaining cooperation of stakeholders in managing risks associated with disabilities. At the completion of this session, attendees will be able to: • Realize impact of legal requirements including Labor Code Section 4850 and how meeting requirements produces control over workers’ compensation losses and preserves human resources; • Understand duties of supervisors, human resources, claim administrators and union(s); and • Appreciate policies and procedures for principles of problem solving in reasonable accommodation implementation. Speakers: Sarah Centeno, Manager, Workers’ Compensation Services, Bickmore Dennis Hernandez, Risk Manager, City of Hawthorne, California Carol A. Kempner, Defense Attorney Partner, Graves, Bourassa, Rippinger & Kempner Moderator: Beth Lyons, Senior Pool Administrator, Risk Pool Administrators Interest areas: Loss Control, Workers’ Compensation and Human Resources

CAJPA 2017 FALL CONFERENCE

JPA Members Role in Creating a Safety Culture for Your Agency to Thrive and Prosper Location: Blaisdel/Stanford, Lake Tahoe Resort The 21st Century is proving to be one of the most difficult and dangerous times for public agencies. To ensure agencies thrive in these trying times, public employers must be prepared to address active shooters, child abuse, cyberbullying, bullying, transgender issues, law enforcement, and adverse legislative issues. A “TED Talk” style session will discuss the pool members’ role in creating a positive culture of safety within your agency to help ensure employees and/or students have a physical and emotional safety platform to achieve excellence. At the completion of this session, attendees will be able to: • Learn what schools do to contribute towards creating unsafe environments • Learn how to understand and avoid risky behaviors • Implement tools at your district that will immediately create a culture of safety and accountability Speaker: John Stephens, Senior Vice President, Keenan & Associates Moderator: Doug Ross, JPA Manager, Schools Association for Excess Risk Interest areas: Workers’ Compensation, JPA Board, Pool Manager, Human Resources, Loss Control, Property & Liability Making the Most of Your Financial Assets: Portfolio Management Strategies (Previously Rational Investing) Location: Tallac, Lake Tahoe Resort Participants will learn fundamental knowledge and strategies necessary to build an effective investment program designed to maximize earnings while maintaining safety and liquidity. Participants will learn how current economic and market conditions impact portfolios and portfolio strategies. At the completion of this session, attendees will be able to: • Provide participants with the fundamental knowledge and strategies necessary to build an effective investment program • Develop an understanding of impact on portfolios from current economic and market conditions Speakers: Sarah Meacham, Managing Director, PFM Asset Lesley Murphy, Senior Managing Consultant, PFM Asset Management LLC Martin Cassell, CFA, CEO & Chief Investment Officer, Chandler Asset Management, Inc Management LLC Moderator: Dianna Sutton, Finance Manager, Association of California Water Agencies JPIA Interest areas: Finance, General Interest Police Body Worn Cameras: Ingredients for a Successful Program Location: South Shore Room, Harrah’s This interactive session will examine the growing push to equip law enforcement officers with body worn cameras. Learn the pros and cons of having body worn cameras, the importance of a strong written policy, when to activate and deactivate cameras, how long to retain footage, how to respond to Public Records Act requests and the elements of a successful written program. All of these ingredients will help shape the future of law enforcement.

CAJPA 2017 FALL CONFERENCE

At the completion of this session, attendees will be able to: • Identify the pros and cons of body worn cameras • Understand the importance of and elements for a strong written policy • Understand when to activate and deactivate cameras • Address Public Records Act requests Speakers: Michael L. Wroniak, Esq. Partner, Collins Muir + Stewart LLP Christie Bodnar Swiss, Esq. Partner, Collins Collins Muir + Stewart LLP Moderator: Norma Lefmann, CJPIA Interest areas: JPA Board, Pool Manager, General Interest and Property & Liability Disability Discrimination – It’s (Now) a Family Affair Location: Flying Cloud, Lake Tahoe Resort Just when you thought managing the workplace couldn’t get any more challenging, welcome to the newest theory of disability discrimination. Presenters will provide an overview of current federal and state law, focusing on the recent CastroRamirez case that has brought this type of “family member” claim into the forefront in California. Is there an affirmative duty to accommodate in addition to the duty to avoid discrimination? How does the California Family Rights Act (CFRA) work in conjunction with Castro-Ramirez by reinforcing and/or complicating an employer’s obligations? At the completion of this session, attendees will be able to: • Understand the words or information that may trigger an associational disability claim; • Train supervisors how to manage the interactive process and reasonable accommodation duties in this context; • Understand how particular communications with employees can either assist or undermine the ability to defend such a lawsuit Speakers: Richard S. Whitmore, Leibert Cassidy Whitmore Dianne Dinsmore, Director of Human Resources, Contra Costa County, Administrative Services Unit David Ammons, Partner, LTL Attorneys Moderator: Peter O. Glaessner, Allen, Glaessner, Hazelwood & Werth, LLP Interest areas: Human Resources, Pool Manager, JPA Board 11:45 a.m. - 12:00 noon

Grand Prize Drawing! Trip for two to Napa! Exhibit Hall, Harrah’s, 2nd Floor Conference Center Prize Drawing sponsored by: Risk Pool Administrators

12:15 p.m. – 1:45 p.m.

Awards & Recognition Luncheon Keynote Speaker: Jeff Henderson, Celebrity Chef Harvey’s, Emerald Bay Ballroom Jeff Henderson inspires with his emotional journey of redemption from the streets to the stove, sharing real-life strategies to help you achieve your dreams, no matter your stage of life. From humble beginnings in South Central Los Angeles, to life as an imprisoned drug dealer, and then as an awardwinning celebrity chef and best-selling author, Jeff is a role model for anyone who needs the encouragement to reinvent their life. Since he discovered his passion and gift for cooking in the unlikeliest of places – prison – Jeff has completely turned his life around, and today serves as a popular and powerful voice for self-transformation. The creator of Food Network’s reality series, “The Chef Jeff Project,” host of “Family Style with Chef Jeff,” and stars in the nationally syndicated, “Flip My Food with Chef Jeff.” Keynote Speaker sponsored by: Anthem Blue Cross Luncheon sponsored by: Blue Shield of California Prize Drawing sponsored by: Markel Global Reinsurance Luncheon Centerpieces sponsored by: Risk Pool Administrators

2:00 p.m. – 3:15 p.m. - Educational Sessions

• Recognize the scientific approach to investigating suspected fraudulent slip/trip and fall claims, with a live coefficient of friction forensics demonstration; • Learn about effective defense strategies in litigating suspected fraudulent slip/trip and fall cases, with examples of actual suspected fraudulent slip/trip and fall cases caught on video, and how to utilize evidence in court; Speakers: Richard Harer, Vice President, Specialized Investigations, Inc. William King, President/CEO, Impact General, Inc., John Madsen, Attorney, Liebman, Quigley & Sheppard Moderator: Richard Harer, Vice President, Specialized Investigations, Inc. Interest areas: Property & Liability, Workers’ Compensation, Pool Manager, Human Resources What’s the Secret in the “Secret” Sauce? Location: Blaisdel/Stanford, Lake Tahoe Resort Risk sharing pools are frequently mistaken for traditional insurance. What are the similarities and differences; and how do pools educate staff, members, services providers and the public about who we are? And what is the difference between a risk sharing pool with in house staff versus contracted service providers for group administration, claims handling, risk control and other services. How these questions are answered is all a part of the recipes for creating, maintaining and growing your JPA. At the completion of this session, attendees will be able to: • Identify the difference between traditional insurance and self-insurance • Identify the benefits of participating in a risk pool • Understand some of the differences between selfadministration versus using a third-party administrator Speakers: Rick Jenkins, Director of Member Services, Schools Insurance Authority Rob Kramer, President, Program Administration, Bickmore Moderator: Rick Brush, Chief Member Services Officer, CSACEIA Interest areas: JPA Board, General Interest

Slips, Trips & Falls – Fact or Friction? Location: Emerald/Nevada, Lake Tahoe Resort One of the oldest insurance scams is the slip and fall accident which has been used by individuals and organized groups for decades to rip off businesses and insurance carriers. Slip and falls are the second costliest bodily injury claim – second only to auto collisions. Fraudulent slip and fall claims rose 25% over the last five years. In lieu of video footage capturing the fraudulent act, evaluating the merit of a slip and fall claim can be a daunting task, and the fraudsters are fully aware of this. A panel of experts will discuss the most effective methods of handling suspected fraudulent slip/trip and fall accidents and share amazing video clips. At the completion of this session, attendees will be able to: • Identify suspected fraudulent slip/trip and fall claims through various red flags, and learn effective investigative techniques

CAJPA 2017 FALL CONFERENCE

The Role of the Actuary in Employee Benefits Location: Tallac, Lake Tahoe Resort The role of the actuary is to determine a correct premium to be charged for coverage offered in an employee benefit program. Actuaries are trained through a strenuous examination process to be qualified to interpret relevant data from a benefit program to determine what the correct price should be in a future time period. Walk through the steps taken from data collection to final premium setting for a health insurance program and understand the difference between fully insured and selfinsured offerings. . At the completion of this session, attendees will be able to: • Take the mystery away from how the renewal was developed • Enhance the knowledge of the consumer so they feel more empowered to challenge/trust the renewal • Understand and appreciate the long-term value of a wellmanaged JPA Speaker: Anil Kochhar , Vice President, ASA, MAAA, Aon Hewitt Moderator: Dan Sanger, Director of Health Benefits, ASCIP Interest areas: Finance & Technology, Healthcare, JPA Board, Human Resources, Loss Control, General Interest, Pool Manager Trust Experience – Officer Involved Shootings, Critical Incidents and Early Intervention Techniques to Control City Exposures Location: Meteor/Mamie, Lake Tahoe Resort Officer involved shootings and other critical incidents can create liability, morale and public relations challenges, especially with today’s advanced technology. Police excessive force incidents are particularly volatile situations that often develop into a city’s highest settlement payouts. Planning for these incidents and preparing for them with a disciplined approach can minimize the impact they have on the city’s monetary and public exposures. Discuss successful earlyintervention techniques and approaches that municipalities have used to minimize exposure, reduce settlements, and derail fraudulent claims. At the completion of this session, attendees will be able to understand: • The advantages of a prepared and measured city response to an incident and providing support and guidance for city personnel involved in the incident • The benefits of having in place an early resolution process • The critical litigation techniques and tactics before and after a civil lawsuit is filed Speakers: Noah Blechman, Partner, McNamara, Ney, Beatty, Slattery, Borges & Ambacher LLP Craig Wheaton, Senior Litigation Manager, Bickmore Tom Kline, Risk Control Manager, Bickmore Moderator: Jeff Johnston, Risk Control Director, Bickmore Interest areas: Liability, JPA Board, General Interest Physical and Sexual Abuse – How Do We Make It Stop? Location: South Shore Room, Harrah’s California Supreme Court is reviewing legislation that would eliminate the statute of limitations on abuse claims. If passed,

CAJPA 2017 FALL CONFERENCE

the financial consequences would be significant. Whether the legislation is upheld or not, abuse needs to stop. An established abuse prevention program will protect kids, schools and your community. This session will provide an 11-Step Child Abuse Prevention Program including Boundary Policies, Sexual Harassment Policies and other child abuse prevention tools. At the completion of this session, attendees will be able to: • Review tools & resources to prevent abuse • Understand California law and federal law legal statutory exposures • Recognize legal and preventative strategies to reduce physical and sexual abuse Speakers: Ron Martin, Northern California ReLiEF JPA Manager, Keenan & Associates Louis Leone, President & CEO, Leone & Alberts, LLC Diane Cranley, CSA Prevention Specialist, TAALK Moderator: Ron Martin, Northern California ReLiEF JPA Manager, Keenan & Associates Interest areas: Pool Manager, Loss Control, Property & Liability The Importance of Legislative Advocacy Location: Flying Cloud, Lake Tahoe Resort Employers have a responsibility to be aware of the status of legislation which may impact their agency, coverage lines, employees and resources. This session will provide a discussion of how bills are presented, how to stay current and how they can change. The importance of the employer’s involvement and understanding of the process can be key to positive outcomes At the completion of this session, attendees will be able to: • Understand the impact of legislative activity on your industry/resources/employees and community • Recognize who is proposing legislation and why • Act on pending legislation, make your concerns and support known Speakers: Janet Selby, Executive Director, North Bay Schools Insurance Authority Julianne Broyles, Legislative Advocate, CAJPA William M. Clayton, Director Loss Control, Keenan & Associates Mark Rakich, Chief Consultant, Assembly Committee on Insurance Moderator: Jacquelyn Miller, Manager, Workers’ Compensation, Bickmore Interest areas: Legislative, General Interest 3:15 p.m. - 3:45 p.m.

Chair Massage & Smoothie Break Rejuvenate your mind and body with a quick massage and smoothie break in the Lake Tahoe Resort atrium. Sponsored by: Ironshore ®

3:45 p.m. – 5:00 p.m. - Educational Sessions

Board Governance 101 Success Strategies Location: Blaisdel/Stanford, Lake Tahoe Resort Being a board member is more than appearing at meetings or taking action on agenda items. Board members are the forward-thinking fiduciaries charged to drive the organization toward its strategic initiatives. There are many models but in all, pool managers lead and board members by adopting sound, ethical, and legal governance and financial management policies, as well as by making sure the nonprofit has adequate resources to advance its mission. Whether you are a new pool manager or sit on a JPA Board, there are bound to be questions that center around governance models that instill collaboration, transparency and responsiveness. In this fast-paced session, time will be spent addressing the role of the board member, board governance models, fiduciary responsibility, conflict of interest concerns and FPPC reporting. At the completion of this session, attendees will be able to: • Identify how to empower leadership • Inspire board members that will effectively assist in determining organizational mission and purpose • Strengthen programs and services, ensure transparency, engage adequate all in an inclusive, participatory model that promotes accountability. Speaker: Robert J. Feldhake, Esq., The Feldhake Law Firm Moderator: Karla M Rhay, Ed.D., CEO,CSRM Interest areas: Legislative, JPA Board, Pool Manager, Finance, Technology Workers Compensation Formulary Update Location: Emerald/Nevada, Lake Tahoe Resort The new California’s workers compensation formulary is due to go live on January 1, 2018. This session will review history, evolving regulations and emerging research on the new formulary and its potential impact on drug selection and cost as well as the associated friction costs of pharmaceutical dispute resolution (utilization review and independent medical review). At the completion of this session, attendees will be able to: • Comprehend the evidence-based drug formulary prepared by DIR • Understand how to implement and communicate these changes within the risk sharing pool and member agencies • Know about research on the new formulary and its possible effect on drug selection Speakers: Christine Baker, Director of Industrial Relations, California Labor & Workforce Development Agency Alex Swedlow, President, California Workers’ Compensation Institute Moderator: Martin Brady, Executive Director, Schools Insurance Authority Interest areas: Workers Compensation, Pool Manager, JPA Board, General Interest

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CAJPA 2017 FALL CONFERENCE

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Managing a Data Breach: The Life Cycle of Cyber Risk Location: Tallac, Lake Tahoe Resort Survey emerging cyber risks facing public entities, including the continued rise of ransomware and sophisticated cyber threats. The presenters will identify vulnerabilities common to the public entity space, as well as typical threat vectors followed by malicious actors. After discussing these risks, a discussion on best practices and strategies to mitigate these risks for public entities, both before and after an incident. At the completion of this session, attendees will be able to: • Identify major and emerging cyber risks in the public entity space • Identify vulnerabilities common to the public entity space • Identify common strategies taken by malicious actors to exploit vulnerabilities • Identify mitigation strategies and expertise, both before and after an incident Speakers: Michael Phillips, Specialty Lines Claims, Beazley Group Colin Zarbough CEH, CISA, HCISPP, QSA, Manager Security and Privacy Consulting, RSM US LLP Dan Mellon, ARM, Director of Risk Management, Chino Valley High School District Moderator: Lilian Vanvieldt, Senior Vice President, Alliant Insurance Services, Interest areas: Risk Managers, Pool Managers, Claims, Personnel, Finance Directors, Property and Casualty, Claims, General Interest

Americans with Disabilities Act: Twenty-five Years Later Understanding and Reducing your Risk Exposure Location: South Shore Room, Harrah’s ADA Title II public entity regulations have been in place for over 25 years but continue to evolve with the adoption of revised state and federal regulations, case law and settlements. This session will provide an overview of the original key Title II rule requirements, discussion of the ADA/ CBC accessibility building standards, as well as up-to-date details on such topics as service animals and the emerging issue of website accessibility. Legal review of recent case law and U.S. DOJ/U.S. Dept. of Education settlements and highlight individual key relevant cases and the lessons that can be learned from them. At the completion of this session, attendees will be able to: • Know more about the legal landscape from recent public entity ADA-related complaints and cases • Understand key ADA and related laws and regulatory requirements • Identify resources available to assist with your ADA compliance efforts Speakers: Domenic Spinelli, Esquire, Spinelli, Donald & Nott Bryan Moffitt, ADA Specialist, Schools Insurance Authority Moderator: Martin Brady, Executive Director, Schools Insurance Authority Interest areas: General interest, Loss Control, Property & Liability

Student Civil Rights Litigation Against School Districts – Have the Floodgates Opened? Location: Meteor/Mamie, Lake Tahoe Resort Rights of public education students have been a hot topic in the news with an unprecedented number of US Supreme Court cases on issues including disability rights, transgender rights and special education. Moreover, attorneys representing students have trended towards “enhancing” their claims and lawsuits with actions founded in “civil rights.” This seminar will cover the elements of these types of cases, the types of damages available to claimants, and strategies to dismiss or minimize the impact of this type of litigation through the discussion of real life case studies and war stories from the panel. At the completion of this session, attendees will be able to: • Understand the federal and state laws under which claims and suits may be brought and the best defenses and settlement strategies available to eliminate or minimize exposure • Evaluate pre-litigation claims under the Government Claims Act and other statutes for timeliness and appropriateness • Help districts protect themselves by coordinating across departments and addressing injuries and grievances before they become a claim or suit Speakers: Kimberly A. Smith, Attorney, Law Offices of Kimberly A. Smith Melissa Hatch, Partner, Hatch & Cesario John W. Dietrich, Partner, Atkinson, Andelson, Loya, Rudd & Romo Moderator: TBD Interest areas: General Interest; Property & Liability

The Election is Over...Changes and Implications in Healthcare for Schools Location: Flying Cloud, Lake Tahoe Resort Please join this panel discussion on what we have seen since the election and what we anticipate will occur under the new Administration, the impact to schools and what carriers and service providers are doing to prepare for the future of healthcare. At the completion of this session, attendees will be able to: • Understand some of the challenges with our current healthcare system • Listen to providers explain what their respective companies are doing to mitigate some of the healthcare challenges • Learn what we can do to manage our own health care during this volatile time in the industry Speakers: Terri Scott, Senior Director, Care Coordination, Dignity Health Andrew Kiefer, Director, Government Affairs, Blue Shield of California Nell McCarthy, Senior Counsel, Kaiser Foundation Health Plan’s Government Relations Moderator: Leslie McKee, Senior Vice President, Aon Hewitt Interest areas: All

5:00 p.m. – 6:30 p.m.

CAJPA’s Kitchen Reception Location: Harrah’s, Sand Harbor Join us for an evening of sampling some of the favorite dishes from CAJPA’s very own cookbook! Celebrity Chef Jeff Henderson will also be on hand to demonstrate his amazing cooking skills with one of his favorite recipes that will leave you mouthwatering for more. Make sure to bring your two drink tickets. Celebrity food station sponsored by: Aon Risk Solutions Food stations sponsored by: Cuneo, Black, Ward & Missler Delta Dental Laughlin, Falbo, Levy & Moresi, LLP Mullen & Filippi, LLP Norman Peterson & Associates Vision Service Plan Drink tickets sponsored by: Weakley & Arendt LLP

Friday, September 15, 2017 8:00 a.m. – 10:00 a.m.

Full American Breakfast Buffet, Legislative Update and Keynote Presentation Location: Lake Tahoe Resort Ballroom Friday’s session will provide attendees up-to-date information on legislative initiatives which could impact California’s risk sharing pools. CAJPA’s Legislative Advocate Julianne Broyles and Legislative Committee leaders will provide insight and information on Sacramento activities. Closing keynote speaker, Mike Madrid, will share his expertise, insights, analysis and “gut instinct” on the upcoming state and national elections. A graduate of Georgetown University, Madrid is a nationally recognized expert on Latino voting trends. Madrid’s insider scoop and engaging style will keep attendees in their seats until the final minutes. Sponsored by: Ventiv Technology, Inc. 10:00 a.m.

Conference Concludes

CAJPA 2017 FALL CONFERENCE

A BETTER WAY TO TAKE CARE OF BUSINESS

You don’t profi t from sick employees. Why does your health provider?

In an industry built on fee-for-service care, Kaiser Permanente succeeds because we’re built around prevention and the highest quality care. One Harvard Business Review article described our care as “untainted by any economic conflict of interest.”* And an industry report by The Economist said we promote economy and quality care with “no financial motive to order unnecessary procedures.”†

Choose better. Choose Kaiser Permanente. * Lew McCreary, “Kaiser Permanente’s Innovation on the Front Lines,” Harvard Business Review, September 2010. †

”Another American Way,” The Economist, May 1, 2010.

CAJPA 2017 FALL CONFERENCE

kp.org/choosebetter

CAJPA 2017 FALL CONFERENCE

2017 Conference Speakers Ellen Alcala, Employee Benefits Manager, California Schools Employee Benefits Association

Charles Kroh, Senior VP, Munich Re America

Doug Alliston, Shareholder, Murphy Campbell Alliston & Quinn David Ammons, Partner, LTL Attorneys

Taun “Tommy” Le, IT/IS Manager, Washington Schools Risk Management Pool

Christine Baker , Director, Department of Industrial Relations

Louis Leone, Leone & Alberts LLC

Gail Beal, Senior Vice President, Keenan & Associates

Glenn S. Lipson Ph.D., Alliant International University, School of Forensic Studies

Marcus Beverly, First Vice President, Alliant Insurance Services Noah Blechman, Partner. McNamara, Ney, Beatty, Slattery, Borges & Ambacher LLP Christie Bodnar Swiss, Partner, Collins Collins Muir + Stewart Wendell Bosen, Senior Account Executive, Moreton & Company Martin Brady, Executive Director, SIA Julianne Broyles, Legislative Advocate, CAJPA Michelle Carter, Member Services Manager, AGRiP

Kristine Kwong, Partner, Musick, Peeler & Garrett

John Madsen, Attorney, Liebman, Quigley & Sheppard James Marta, Managing Partner, James Marta & Company Ron Martin, Northern CA ReLiEF JPA Manager, Keenan & Associates Nell McCarthy, Senior Counsel, Kaiser Foundation Hospitals Sarah Meacham, Managing Director, PFM Asset Management LLC

William M. Clayton, Director Loss Control, Keenan & Associates

Daniel Mellon, Director of Risk Management, Chino Valley High School District

Martin Cassell, CFA, CEO & Chief Investment Officer, Chandler Asset Management, Inc

Bryan Moffitt, ADA Specialist, SIA

Diane Cranely, CSA Prevention Specialist, TAALK Eric Dahlen, Risk Officer, CSRM Dr. William Deeb, Relationship Manager, Aon Risk Services John W. Dietrich, Partner, Atkinson, Andelson, Loya, Rudd & Romo Dianne Harer, Director of Human Resources, Contra Costa County, Administrative Services Unit Michael Duffy, VP Claims, Munich Re America

Lesley Murphy, Senior Managing Consultant, PFM Asset Management LLC Carrier O’Connor, Founding Member, O’Conner * Telezinski Richard Osman, Partner, Bertrand, Fox, Elliott, Osman & Wenzel Ken Paradis, Chief Executive Officer, Chronovo, Inc. Rick Phillips, Executive Director, Community Matters Michael Phillips, Specialty Lines Claims

, Beazley Group

Mark Rakich, Chief Consultant, Committee on Insurance

Kathy Espinoza, AVP/Ergonomics and Safety, Keenan & Associates

Karla Rhay, Ph.D., CEO, CSRM

Cheri M. Estes, Esq., Partner, Law Offices of Weitzman and Estes

Janet Selby, Executive Director, NBSIA

Robert J. Feldhake, Esquire, The Feldhake Law Firm

Daniel Shinoff, Esquire, Stutz, Artiano, Shinoff & Holtz

Robin Flint, Senior Risk Management Advisor, ACWA JPIA Diana Gibson Pace, Vice President & General Manager, Blue Shield of California Richard Harer, Vice President, Specialized Investigations, Inc. Mike Harrington, President Actuarial Services, Bickmore

Terri Scott, Senior Director Care Coordination, Dignity Health Ritesh Sharma, Manager Finance & Accounting, Bickmore Kimberly A. Smith, Attorney, Law Offices of Kimberly A. Smith Dominic Spinelli, Esquire, Spinelli, Donal & Nott John Stephens, Senior Vice President, Keenan & Associates Isaac Stern, Senior Vice President, Keenan & Associates Alex Swedlow, President, California Workers’ Compensation Institute

Available to all JPAs and their members, the School Safety Center provides resources for: •

Abuse Prevention

Michael Wenzel, Partner, Bertrand, Fox, Elliott, Osman & Wenzel

•

Bullying Prevention

Rick Jenkins, Director of Member Services, SIA

Kristen Wesley, Regional Vice President Strategic Accounts, Anthem Blue Cross

•

Title IX Compliance

Jeff Johnston, Risk Control Director, Bickmore

Craig Wheaton, Senior Litigation Manager, Bickmore

•

Campus Safety

Carol A. Kempner, Defense Attorney Partner, Graves, Bourassa, Rippinger & Kempner

Richard S. Whitmore, Attorney, Liebert Cassidy Whitmore

•

Best Practices

Andrew Kiefer, Director Government Affairs, Blue Shield of California

Sarah Centeno, Manager, Workers’ Compensation Services, Bickmore

Bill Harris, Managing Director, Guy Carpenter Melissa Hatch, Partner, Hatch & Cesario Dennis Hernandez, Risk Manager, City of Hawthorne

William King, President/CEO, Impact General. Inc. Tom Kline, Risk Control Manager, Bickmore Anil Kochar, Vice President, Aon Hewitt Rob Kramer, President Program Administration, Bickmore

Kevin Charles, Managing Director, PwC

Keenan manages or consults for more than 50 JPAs throughout California. Our experience and expertise is demonstrated through the strength, participation and longevity of our JPA programs.

Michael Wroniak, Partner, Collins Collins Muir + Stewart Debra Yorba, Vice President, Keenan & Associates Colin Zarbough, Manager, Security and Privacy Consulting

Rick Krepelka, Chief Operations Officer, Golden State Management Authority

CAJPA 2017 FALL CONFERENCE

A HUGE THANK YOU TO THOSE THAT ADD A SPECIAL SPICE TO CAJPA!

CAJPA 2017 FALL CONFERENCE

om l Ro e t o e H g th n i r o pons he or s f ing t peaker, r C o M s S A n IMS/ r s p o K e y n ot e o f 1. A s s on ro s Key ue C Lunche rson l B e m ards nthe Hend fo r 2 . A s day Aw e f J e f f , I n c . gag s s r e h u c i C Th he te e rv brity c e S e n c e to ing t n r o a Ce l e s r r Insu nfe spon e co ant fo r i h l t l a i n or 3 . A n s o r i n g g Ca l i f c h e o n f spo orkin o n w d u t l e L e i e N ards ue Sh g th n i r 4 . B l s day Aw o ns J PA Thur r spo e CA o h f t e r oring ckmo r pons 5 . B i e p t i o n s c . fo r n I o , f c s e R hy ice S e rv o k B ro p e a c n n n bo a 6 . H a k b o o k I n s u r u n d n ot e r s g in o b fo coo Hold spiral b e Jo h e t r on e r ca the a i s e r r e a k fas t 7 . I n t n s o r i n g K / e he nent RIVE” B spo ng t i a r m o r s Pe “TH pon iser the or s f s 8 . K a n s o r i n g e c i at ence spo As s o e a p p nfer o c & he mobil enan ing t r o 9 . K e f e r e n c e s spon con r fo r e C fo a k e r , R L h L c , i n ns Spe 1 0 . M u ya r d s l u t i o e y n ot e o S n K h la g ng a lt s He he Openi sorin u n t o i p v e s a t fo r r s at t h 1 1 . T N n s o r i n g a n . c n I to p, spo Giel G ro u h e e l e va s elle e h c c i t i M on S e rv ring Risk e wraps k o n s o r s day r p o s m Y o . t r 12 fo Thu esor w e lc ance vent & t h e Ta h o e R r u s Rein ht E Lake o b a l L at e N i g ring l G onso el y p k a s r d a e s r iz fo ne 1 3 . M r Pr Wed Fund y the eon Doo t i h iabil ing ss L tion Lunc e nsor d the c o x p p E s e c s r an e Re hool r s fo r p i e c e s o t a 1 4 . Sc W e lc o m str nte the dmini heon ce A at l c o sual i k P o s day L u n i n g ca r d s v i o i R . 15 aud T h u r z e d r aw the the i g r n i P d nsor Gran r s p o R e s o rt o f hoe urity 1 6 . In s L a k e Ta the

CAJPA 2017 FALL CONFERENCE

We know your risks.

Specialty reinsurance for public entity pools, reciprocals, trusts, and JPAs.

Markel Global Reinsurance 32

CAJPA 2017 FALL CONFERENCE

markelre.com

CAJPA 2017 FALL CONFERENCE

2017 Exhibit Hall Floorplan

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Keenan & Associates P210 P318 Laughlin, Falbo, Levy & Moresi, LLP 311 Lenahan, Lee, Slater & Pearce LLP 519 Lexipol P115 LWP Claims Solutions, Inc. 223 ManageWare (Comprehensive Cost) 404 Marquee Managed Care Solutions 105 Medata 321 MES Vision 421 Michael Sullivan & Associates LLP 522 Momentum Engineering 212 Mullen & Filippi, LLP P203 Munich Re 414 Murphy, Campbell, Alliston & Quinn 323 myMatrixx 103 Navitus Health Solutions, Inc. 504 Netfile, Inc. 506 NorCal Surveillance Group 320 Norman Peterson & Associates 412 O’Connor * Telezinski 313 One Call Care Management 221 Origami Risk 511 Patrico, Hermanson & Guzman 411 PFM Asset Management LLC P408 Poms & Associates P528 Porter Scott P218 REEP P314 ReliEf 319 Restoration Management Company P415 Risk Pool Administrators P207 SELF 407 ServiceMaster Recovery Management 406 Shoes for Crews 122 Sytech Solutions 418 TRISTAR Risk Management 420 US Specialty Underwriters 213 Vision Service Plan (VSP) 106 Wells Fargo 523 WORKS International, Inc. P310 York Risk Services Group, Inc.

Acclamation Insurance Management Services (AIMS) Booth #P515 Contact: Larry Hunt 10445 Old Placerville Road Sacramento, CA 95827 Phone: 916-563-1900 Email: lhunt@aims4claims.com Website: www.aims4claims.com Headquartered in Sacramento, California, Acclamation Insurance Management Services, Inc. (AIMS), a wholly owned subsidiary of LJR Holdings, Inc. (LJRH), is a third party administrator (TPA) and the industryleading preferred provider of Loss Portfolio Management® services, including claims administration (both workers’ compensation and liability) and medical cost containment for public and private entities, including those that are self-insured and self-administered, and insurance companies throughout the continental United States and Hawaii. Platinum Sponsor Advanced Disability Management, Inc. Booth #520 Contact: Roger Frazier P.O. Box 452 Escalon, CA. 95320 Phone: (866) 491-5193, ext. #102 Email: roger_frazier@admgmt.com Website: www.admgmt.com ADM delivers high-quality Medical Case Management services throughout California. ADM’s Medical Case Managers’ catastrophic, field and telephonic experience in workers’ compensation is unsurpassed. ADM fields a team whose average tenure in the industry is 15 years. This experience level, coupled with exemplary customer responsiveness and results, is why ADM continues to be one of the premiere disability management leaders in California and why ADM customers consistently give the company high performance scores. Air & Water Sciences Booth # 101 Contact: Becky Schellink 625 2nd Street Suite 210 Petaluma, CA 94952 Phone: 707-769-2289 Email: Becky@AWSciences.com Website: AWSciences.com Air & Water Sciences is a full service environmental consulting firm providing services in indoor air quality, water sciences and environmental consulting services. Our team of professional engineers and geologists each have over 20 years of technical experience. We specialize in scientifically sound investigations to identify the source of a problem and to develop best-practice restoration and remediation protocols. We provide detailed comprehensive reports which can be used by our clients to obtain remediation estimates or to submit to regulatory agencies.

Allen Glaessner Hazelwood Werth Booth #413 Contact: Mark Hazelwood 180 Montgomery St. Suite 1200 San Francisco, CA 94104 Phone: 415-697-3458 Email: mhazelwood@aghwlaw.com Website: www.aghwlaw.com AGHW’s public entity team represents cities, counties and special districts throughout Northern and Central California. AGHW specializes in representing public entities in civil rights suits against police departments and their officers; catastrophic injury & wrongful death claims, and claims involving dangerous condition; Americans with Disabilities Act (ADA); inverse condemnation; and public transit agency issues. AGHW has extensive experience in resolving cases through early intervention, but also prides itself on prevailing on cases through summary judgment or trial. The public entity team also assists its’ clients avoid litigation though education, providing in-house client seminars and risk-management programs. Alliant Insurance Services, Inc. Booth #P517 & 518 Contact: Mike Simmons, Vice Chairman, Public Entities 100 Pine Street, 11th Floor San Francisco, CA 94111 Phone: 415-403-1425 Email: msimmons@alliantinsurance.com Website: www.alliantinsurance.com The knowledge that Alliant has gained during the past 8 decades working with the top insurance companies in the world allows our colleagues to provide clients with the guidance and high-quality performance they deserve. We are pleased to have been involved with the California Public Sector for close to 4 decades. Our solution-focused commitment to meeting the unique needs of our clients assures the delivery of the most innovative insurance products, services, and thinking in the industry. Alliant ranks among the 15 largest insurance brokerage firms in the United States. Platinum Sponsor

CAJPA 2017 FALL CONFERENCE

Reimagining the world of risk Our communities are faced with new risks every day. With our resources, creativity and expertise, we will help you transform the way you manage the risks of today, and tomorrow. Join us as we drive innovation to build a safer and more secure future.

Let’s expand the boundaries of insurance together. #CommunityMR.

Allied Managed Care (AMC) Booth #514 Contact: Larry Hunt 10445 Old Placerville Road Sacramento, CA 95827 Phone: 916-563-1900 Email: lhunt@alliedmanagedcare.com. Website: www.AlliedManagedCare.com Headquartered in Sacramento, California, Allied Managed Care (AMC), a wholly owned subsidiary of LJR Holdings, Inc. (LJRH), specializes in providing innovative, comprehensive medical and disability cost containment solutions for the workers’ compensation industry. AMC was established in 1995 with one central goal – to provide professional medical cost containment that result in lower program costs. The AMC team is supported throughout the continental United States and Hawaii by an extensive management, technical, and support staff. Platinum Sponsor American Fidelity Assurance Company Booth #102 Contact: John Stultz 3200 Inland Empire Blvd. Suite 260 Ontario, CA 91764 Phone: (800) 365-9180 ext. 345 Email: john.stultz@americanfidelity.com/raelene.walker@americanfidelity. com Website: www.americanfidelity.com Offering a well-rounded benefits program is important to retain employees, but the maintenance can be overwhelming. With cost and time pressures, you need someone who can help. American Fidelity specializes in benefit management for the education community by offering a wide range of products and services specific to your needs. American Technologies, Inc. Booth #113 Contact: Dan Ward 210 Baywood Avenue Orange, CA 92865 Phone: 800-400-9353 Email: Dan.Ward@ATIrestoration.com Website: www.ATIrestoration.com ATI is a national leader in restoration, environmental remediation and reconstruction. We are proud to be the nation’s largest family owned restoration contractor. Our services include 24-hour emergency response, water damage, fire and smoke damage, lead/asbestos removal and mold remediation, biohazard cleanup, contents cleaning and restoration, packouts and reconstruction. Anthem Blue Cross Booth #P208 Contact: Natalie Seaman 801 South Figueroa Street, CAL 205-0001 Los Angeles, CA 90017 Phone: Cell 626 318 1671; Office 213 553 5417 Call-in: 877-497-8913 (8182343346#) Email: Natalie.Seaman@Anthem.com Website: www.anthem.com/ca Anthem. Big company advantages. Local company approach. We’re committed to offering life-changing care for members and cost savings approaches for business. Titanium Sponsor Arissa Cost Strategies Booth #114 Contact: Kathy Torres 15901 Red Hill Ave. #201 Tustin, CA 92780 Phone: 714-259-1053 Email: ktorres@arissacs.com

NOT IF, BUT HOW

CAJPA 2017 FALL CONFERENCE

Arissa Cost Strategies is a national provider connecting with insurance carriers, Third Party Administrators and, public and private entities. We provide highly integrated and comprehensive managed care services for Workers’ Compensation and liability claims through our exceptional services and products. We use technology, intelligence, and a personal connection to handle the challenges of risk management. With an experienced team of professionals, customized programs, and our commitment to delivering valued care, Arissa Cost Strategies has developed long lasting partnerships. Arthur J. Gallagher & Company Booth #405 Contact: Susan Blankenburg 1225 Battery Street Suite 450 San Francisco, CA 94111 Phone: 415-536-8417 Email: susan_blankenburg@ajg.com Website: www.ajg.com Arthur J. Gallagher & Company, one of the world’s largest insurance brokerage and risk management services firms, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting and actuarial services. AssetWorks, Inc. Booth #P417 Contact: David Middendorf, ARM-P, ASA 20055 SW Pacific Hwy, Ste. 107 Sherwood, OR 97140 Phone: 513-925-8770 Email: david.middendorf@assetworks.com Website: www.assetworks.com AssetWorks Appraisal provides professional property valuation services to Risk Pools, JPA’s, Insurers & Public Entities. AssetWorks’ focus is on quality customized property appraisals developed to exceed underwriting minimums and achieve accurate insurance placement, serving as a benchmark for proof-of-loss substantiation in the event of a catastrophe. Athens Administration Booth #119 Contact: Kevin Cichurski, Sales Director Phone: 925-826-1103 Email: kcichurski@athensadmin.com Website: www.athensadmin.com Founded in 1976, Athens Administrators delivers superior claims administration services and support with the highest level of personalized attention. We are a full service, customer-centric organization dedicated to creating value and delivering results. Whether your programs are selfinsured, traditionally insured, self-insured retentions (SIR), unbundled or captive, Athens Administrators offers a true partner with proven experience and expertise in reducing the cost of risk. BELFOR USA Booth #312 Contact: Michelle Turner 50 Artisan Means Way Reno, NV 89511 Phone: 800- 856-3333 Email: michelle.turner@us.belfor.com Website: www.belfor.com BELFOR is the leader in disaster property restoration. With locations throughout the world and 140+ locations in North America, you can count on BELFOR to deliver the very best response. BELFOR offers the most complete array of services including: 24/7 emergency response, full service restoration and reconstruction, structural dehumidification, mold remediation, document and electronics restoration, machinery refurbishment, vital records recovery, emergency power and board up, and DR planning and consulting.

Bickmore Booth #P524 & P525 Contact: Jon Paulson 1750 Creekside Oaks Drive, Suite 200 Sacramento, CA 95833 Phone: 916-244-1100 Email: marketing@bickmore.net Website: www.bickmore.net Having partnered with self-insured groups for over 30 years, Bickmore knows pool management. Our approach is simple – provide our clients objective, best practice alternatives that reduce cost of risk and leverage resources. Some of the services we offer include: executive pool management, underwriting, claims consulting & auditing, accounting & actuarial, construction risk management, MOC drafting & refinement, risk control, EPL training, organizational development and strategic planning. Platinum Sponsor Blue Shield of California Booth #P202 Contact: Monica Donoso Matallana 6300 Canoga Avenue, 9th Floor Woodland Hills, CA 91367 Phone: 818-228-6145 Email: Monica.matallana@blueshieldca.com Website: www.blueshieldca.com Blue Shield of California, an independent member of the Blue Cross Blue Shield Association, is a not-for-profit health plan with three million members. Founded in 1939 and headquartered in San Francisco, Blue Shield provides health, life, dental, vision, and Medicare insurance and health care service plans. Learn more at www.blueshieldca.com Platinum Sponsor Burnham Benefits Insurance Services Booth #510 Contact: Tina Koenig 2220 Douglas Blvd, Suite 170 Roseville, CA 95661 Phone: 916-642-1003 Email: koenig@burnhambenefits.com Website: www.burnhambenefits.com Burnham Benefits Insurance Services, Inc. is a privately held, fullservice employee benefits consulting and brokerage firm with offices throughout California, with special emphasis on Public Employers. With a comprehensive offering of client-first health and wellness programs, Burnham effectively manages over $1.7 billion in premiums for more than 475 clients. A certified Benefits Corporation (B Corp) and Woman Owned Business, the firm maintains a more than 93 percent client retention rate and has averaged 23 percent growth annually over the past 10 years. Its team of more than 80 highly skilled industry professionals includes in-house underwriters, compliance officers, healthcare reform consultants, communications specialists and wellness experts. California Bank & Trust Booth #P108 Contact: Veenindra J. Singh 300 Lakeside Drive, Suite 800 Oakland, CA 94612 Phone: 510-808-3557 Email: veenindra.singh@calbt.com Website: www.calbanktrust.com California Bank & Trust (CBT) has been a leading full service bank in California for more than 60 years with loans of $8.8 Billion and deposits of $10.5 Billion. We offer Bond and other types of financing through our Municipal Finance Group along with Treasury Management Deposit Services. Investment and portfolio development services are also available.

CAJPA 2017 FALL CONFERENCE

Carl Warren & Company Booth #P527 Contact: Richard McAbee 17862 E. 17th Street, Suite 111 Tustin, CA 92780 Phone: 602-485-8228 Email: rmcabee@carlwarren.com Carl Warren is a California-based, employee-owned Third Party Administrator specializing in liability and property claims management. 70+ years of experience; 250 public entity clients; 13 locations and over 75 claims professionals in California. We focus on tailoring programs to each organization’s individual needs.

Chronovo, Inc. Booth # 505 Contact: Ken Paradis 78 Blanchard Road Suite 206 Burlington, MA 01803 Phone: 781.336.4680 Email: kparadis@chronovo.com Website: www.chronovo.com Chronovo has restructured and re-tooled the structured settlement industry. Bolstered by our proprietary and patent pending technology and our nationwide team of multi-disciplinary professionals, Chronovo brings clarity and enhanced value to all parties in a settlement.

Castle Copy Service, Inc. Booth #P205 Contact: Sam Bragg PO Box 3010 Rockline, CA 95677 Phone: 800-794-3006 Email: sbragg@castlecopy.com Website: www.castlecopy.com Castle Copy Service, Inc. is a statewide subpoena and legal document provider serving workers’ compensation self-insured Employers and JPAs throughout California since 1979. We focus on providing the best value available for medical records retrieval while also reducing costs associated with applicant attorney subpoenas. Contact us for a complimentary analysis of your potential legal photocopy needs.

CHSI Technology Booth #507 Contact: Lee Mashore 2250 Corporate Circle, Suite 350 Henderson, NV 89074 Phone: 702-947-7493 x 1115 Email: lmashore@chsitech.com Website: www.chsitech.com The CHSI Connections® Management System is an innovative software solution designed to automate labor intensive processes, streamline access to claims, and deliver real-time information through web-based technology designed specifically for the JPA market. It’s industry leading technology that’s surprisingly affordable.

CBIZ Valuation Group, LLC Booth #513 Contact: Tim Kolgen 10616 Scripps Summit Ct, Suite #100 San Diego, CA 92131 Phone: 858-795-2259 Email: tkolgen@cbiz.com Website: www.cbizvaluation.com CBIZ Valuation Group is one of the nation’s largest full-service valuation firms providing property insurance appraisals, underwriting data aggregation, supportable replacement costs, business interruption valuations, loss control inspections and capital asset inventory services to all public sector entities, Risk Pools, JPA’s and insurers. Our business is to make your business easier.

Coastal Schools Employee Benefits Organization Booth # 521 Contact: Elizabeth Atilano 5189 Verdugo Way Camarillo, CA 93012 Phone: 805-383-1969 Email: EAtilano@vcoe.org Website: www.csebo.net Coastal Schools Employee Benefits Organization (CSEBO), established in 1991, is a Joint Powers Authority providing a wide range of benefit plan options to School Districts in the Ventura County and surrounding areas. Distinct in its flexibility to customize plans to potential member needs, and assisted by The Segal Group, CSEBO is governed by a joint Labor Management Board that recognizes the ever changing needs of its member Districts to seek and obtain the highest level of benefits at an affordable cost.

CD Photocopy Service, Inc. Booth #419 Contact: Jason Chapanar 17371 Irvine Blvd Tustin, CA 92780 Phone: 1-714-544-0730 ext. #203 Email: jason@cdphotocopy.com www.cdphotocopy.com CD Photocopy is a defense-only photocopy company that prides itself on excellence in customer care. Our staff is dedicated to providing the highest quality of service, always keeping our clients informed while procuring your records as quickly as possible. Our boutique-style of service provides each client with unwavering attention.

Company Nurse Booth #107 Contact: Paul Binsfeld 8360 E Via de Ventura, L-200 Scottsdale, AZ 85258 Email: pbinsfeld@companynurse.com Cell: 480-209-3964 Website www.companynurse.com Company Nurse Injury Hotline responds to workplace injuries the ‘Day of Injury’; the critical time to influence medical care, claims costs for employers, return-to-work outcomes, and employee satisfaction.

Chandler Asset Management Booth #211 Contact: Mia Corral 6225 Lusk Blvd. San Diego, CA 92121 Phone: 858-546-3737 Email: mcorral@chandlerasset.com Website: www.chandlerasset.com Since 1988, public entities have trusted Chandler Asset Management to manage their fixed income portfolios. We believe that our risk-controlled approach results in portfolios that protect principal and enhance income. Our mission is to add value and manage risk – every day, for every client.

CAJPA 2017 FALL CONFERENCE

CrossMark Risk Solutions Booth # P526 Contact: Dave Glende Phone: 916- 837-7380 Email: dave@crossmarkrisksolutions.com Website: www.crossmarkrisk.com CrossMark provides comprehensive software solutions and services specifically designed and tailored to meet the unique needs of Public Entity Risk Pools. CrossMark solutions enable risk pool executives to leverage existing and future technology to decrease cost of coverage through proactive risk management while improving member service and operational efficiency. CrossMark RMIS, Learning Management, Member Management, and Portal are available across the spectrum of today’s devices including desktop, mobile and tablet, and seamlessly integrate with Microsoft SharePoint, Exchange, Outlook, and the standard Microsoft Office Suite.

DigiStream Investigations Booth #99 Contact: Mary Kate Farnan 417 Mace Blvd, J-129 Davis, CA 95618 Phone: 856-888-7170 Email: mkfarnan@digistream.com Website: www.DigiStream.com DigiStream is an investigative company focused on minimizing potential and on-going risks for our clients. Our integrated approach and proprietary techniques combine field surveillance and social media investigations to ensure the best results and highest ROI. DigiStream has perfected the trade through the use of innovative technology, company owned equipment and investigator training. Delta Dental of California Booth #P214 Contact: Steven Spigarelli 17871 Park Plaza Drive, Suite 200 Cerritos, CA 90703 Phone: 562-403-4014 Email: sspigarelli@delta.org Website: www.delta.org Since 1955, Delta Dental, a nonprofit dental service corporation, has led the industry in offering innovative programs designed to control costs and ensure quality care. Delta Dental PPO and Premier, our managed fee-forservice plans, and Delta Care USA, our HMO plan covers more than one in three Californians. Delta Group Booth # 425 Contact: Mark Lane P.O. Box 3129 Suwanee GA 30024 Phone: 209.559.4473 Email: mlane@deltagroup.net Website: www.deltagroup.net DELTA GROUP HOME OF THE ORIGINAL REMOTE SURVEILLANCE CAMERAS With 30 years of investigating experience, Delta has earned an enviable reputation for being professional, diligent, and meticulous. Our service is one of the most comprehensive in the industry and we will deliver reliable, complete, and current information for you. At Delta, we have a team of highly trained investigators with many years’ experience investigating fraud of many different forms. Upon taking on an investigation, we are committed to thoroughly investigate all channels - leaving no stone unturned. As one of the leaders in our field, we know how important it is to maintain a reputation, which is why we are committed to delivering the highest level of service for our clients. We pride ourselves in our work and we adhere to a strict code of ethics, principals, and morals. Duff and Phelps Booth #508 Contact: Juan Iverson 10100 Santa Monica Boulevard, Suite 100 Los Angeles, CA 90067 Phone: 310-598-4355 Email: juan.iverson@duffandphelps.com Website: www.duffandphelps.com Duff & Phelps is the premier global valuation and corporate finance advisor with expertise in complex valuation, dispute and legal management consulting, M&A, restructuring, and compliance and regulatory consulting. The firm’s more than 2,000 employees serve a diverse range of clients from offices around the world. F.I.T. (Future Industrial Technologies) Booth # P116 Contact: Dennis Downing 5951 Encinas Road, 201 Goleta CA 93117 Phone: 800-775-2225

Email: dennis@backsafe.com Website: www.backsafe.com Future Industrial Technologies (FIT) offers California and nationwide workplace safety training programs, in English and Spanish. Backsafe® combines job-specific customized biomechanics and stretching to public works and janitorial. Sittingsafe® teaches office personnel stretches and to ergonomically adjust workstations. Special government rates available. Focused Decisions Booth #219 Contact: Andrew Walker 3200 Fifth Avenue Sacramento, CA 95817 Phone: 916-739-7293 Email: awalker@pacific.edu Website: www.pacific.edu Focused Decisions is a litigation consulting firm based in Sacramento, CA. With a fully mobile operation, we pride ourselves on being the premier provider of mock trials, jury research & selection, trial graphics, and videography both in Northern California and across the United States. Genesis Management & Insurance Services, Corp Booth #104 Contact: Kevin Williams 1 North Wacker Dr., Suite 1750 Chicago, IL 60606 Phone: 312-526-7555 Email: kevin.williams@gumc.com Website: www.genesisinsurance.com Genesis is a premier alternative risk provider, offering innovative solutions to meet the unique needs of government entities, educational institutions and public sector risks. As a wholly owned subsidiary of General Reinsurance Corp., its products serve individual entities, as well as public sector pools, groups, associations and trusts. George Hills Company, Inc. Booth #117 Contact: John Chaquica 3043 Gold Canal Drive Rancho Cordova, CA 95670 Phone: 916-859-4824 Email: john.chaquica@georgehills.com Website: www.georgehills.com For more than 60 years, George Hills Company, Inc. (GH) has continued to provide California’s public sector and private insurance carriers best practice claims administration (liability and property) and litigation management services. Today, GH is focused on providing turnkey management services to California JPAs too. Headquartered in Rancho Cordova, California, GH has offices located throughout the state. Global One Ventures Booth #100 Contact: Chip Burgett 6125 Paseo Del Norte, Suite 210 Carlsbad, CA 92011 Phone: 760-602-7872 Email: chip@globaloneventures.com Website: www.globaloneventures.com Global One Ventures is the market leader in the development and administration of bundled surgical rates in the ambulatory surgery space. Global One is a licensed TPA and operates a large surgery center network in California offering cost-efficient and qualitative services to medical plan sponsors – including joint power authorities, self-funded employers and fully insured carrier plans. Data from Blue Shield for 2016 shows a savings per surgical case at $8,400 and from a JPA client savings per surgical case at $14,800 per case.

CAJPA 2017 FALL CONFERENCE

Hanna Brophy Booth #P200 Contact: Melissa Delaney 701 S. Parker Street #6000 Orange, CA 92868 Phone: 714-598-4058 Email: mdelaney@hannabrophy.com Website: www.hannabrophy.com Hanna Brophy has specialized in workers’ compensation defense since 1943. With offices located throughout California, seasoned partners and experienced associates blend their expertise in the representation of our clients. Each office enjoys a regional reputation among judges and opposing counsel as a solid, aggressive legal representative of employers and insurance carriers. Platinum Sponsor Insurity Booth #P206 Contact: Brian Mack 900 Larkspur Landing Circle Suite 201 Larkspur, CA 94939 Phone: 800-272-9102 ext. 710 Email: brian.mack@insurity.com Website: www.insurity.com SIMS Claims’ powerful platform and modern design enable more effective and efficient claims handling, all while assuring the delivery of consistent and exception customer service. The system provides browser/tablet compatibility, business intelligence, and amplified performance to its intuitive design and seamless integration capabilities. The next generation in claims software, SIMS boosts examiner productivity while managing multiple lines of insurance. Intercare Holdings Insurance Services, Inc. Booth #P204 Contact: Gabriella Hubbard 6020 West Oaks Blvd #100 Rocklin, CA 95765 Phone: 714-480-4425 Email: ghubbard@intercareins.com Website: www.intercareins.com PARTNERSHIP – TRANSPARENCY - RESULTS – CUSTOMER SERVICE! Since 1994, Intercare has provided Workers’ Compensation and Liability claims administration as well as Managed Care services that are tailored specifically to its clients’ programs. Intercare works collaboratively with its clients to implement the right solutions that reduce clients’ overall loss costs. Platinum Sponsor IU Group Unlimited (Interpreters Unlimited) Booth #220 Contact: Laura Harolde 10650 Treena Street Suite 308 San Diego, CA 92131 Phone: 858-866-0500 Email: Laura.harolde@iugroup.com In 1970 Interpreters Unlimited was established with the mission to deliver superior interpretation and translation services nationwide. After 45 years in business, IU has fulfilled this mission with over 9,000 interpreters. Our expansive network of experts and accurate, on-time service have propelled IU to the forefront of a growing industry.

CAJPA 2017 FALL CONFERENCE

Kaiser Permanente/Kaiser on the Job Booth #P410 Contact: Kate Kessler 8889 Rio San Diego Ste. 200 San Diego, CA 92108 Phone: 760-505-0015 Email: kate.e.kessler@kp.org Website: www.businesshealth.kaiserpermanente.com Kaiser Permanente provides an integrated solution to manage the total health costs and health-related productivity of your employees at home and at work. Our focus on total health and productivity includes primary care, health education, disease management and worksite wellness, including workplace injuries and wellness services. Platinum Sponsor Keenan & Associates Booth #P210 Contact: Suzanne Trowbridge 2355 Crenshaw Blvd., Suite 200 Torrance, CA 90501 Phone: 310-212-0363 Email: strowbridge@keenan.com Website: www.keenan.com Keenan provides innovative insurance and financial solutions for schools, public agencies and health care organizations. Our high quality, costeffective programs exceed our customers’ expectations. You can rely on us when it comes to employee benefits, risk management, claims services, and technology. For more information, call 1-800-654-8102, or visit www.keenan.com. Platinum Sponsor Laughlin, Falbo, Levy & Moresi, LLP Booth #P318 Contact: Susan Hastings 555 12th Street, Suite 1900 Oakland, CA 94607 Phone: 510- 622-5329 Email: shastings@lflm.com Website: www.lflm.com A leading California workers’ compensation defense firm since 1985, Laughlin, Falbo, Levy & Moresi has 11 offices throughout California and over 140 attorneys. Compatible and complimentary practice areas include workers’ compensation defense, workers’ compensation subrogation, public agency defense, disability retirement/CERL, and insurance, coverage, opinions & litigation. Lenahan, Lee, Slater & Pearse, LLP Booth #311 Contact: Stephanie Merri 2542 River Plaza Drive Sacramento, CA 95833 Phone: 916-443-1030 Email: smerri@lenahanlaw.net Website: www.lenahanlaw.net Established in 1952, Lenahan, Lee, Slater & Pearse, LLP is a law firm providing workers’ compensation defense, employment defense, subrogation, defense of serious and willful and LC Section 132a claims to employers, insurance carriers and TPAs throughout California. Lexipol, LLC Booth #519 Mike Miller 16755 Von Karman, Suite 250 Irvine, CA 92606 Phone 949-281-3914 Website: www.lexipol.com Lexipol is a company founded on the premise that risk management is fundamental to public safety. As a leader in the industry, Lexipol helps law enforcement, custody and fire services address their operational concerns

through comprehensive policies with an integrated training component. Lexipol works with thousands of agencies across America to bring its extensive risk management knowledge and expertise to the forefront of public service.

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LWP Claims Solutions, Inc. Booth #P115 Contact: Judy Adlam 35 Miller Avenue #214 Mill Valley, 94941 Phone: 415-384-0370 Email: J_Adlam@lwpclaims.com Website: www.lwpclaims.com LWP Claims Solutions is a Workers’ Compensation TPA with offices in Sacramento, Glendale and Walnut Creek. Known for unique programs that deliver outstanding results, LWP closes claims considerably faster than industry averages and at rates that are more than 50% below industry paids. ManageWare, LLC Booth #223 Contact: Arnold Silvestri 1224 E Katella Ave., Suite 212 Orange, CA 92867 Phone: 925-788-5478 Email:arnold@2cs4u.com Website: www.2csmanageware.com ManageWare, LLC is a premier workers’ compensation technology development company catering specifically to the JPA marketplace. The firm’s core focus is providing Bill Review, Utilization Review, and a claims management system in a single unified platform. ManageWare contains the following capabilities: ReviewWare (Full Bill review Software), CareWare (Full Utilization Review Software),CareLink (Linking of Bill Review and Utilization Review Information),ClaimWare (Full Service Claims Management System) and ProviderLink (Provider Portal Enabling On-Line RFA Submissions/Payment Status Lookup/EOR Management). Marquee Managed Care Solutions Booth #404 Contact: Jayne Miller 701 B Street, Suite 1400 San Diego, Ca 92101 Phone: 619-744-5063 Email: Jmiller@MarqueeMCS.com | Website: www.MarqueeMCS.com Marquee Managed Care Solutions (Marquee MCS) provides full service managed care solutions to the insurance industry. Technology-focused, Marquee MCS offers management of medical provider networks, bill review, utilization review, oversight of a lien resolution unit and various other medical cost containment programs. MEDATA, Inc. Booth #105 Contact: David Neubert 5 Peters Canyon Road, Suite 250 Irvine, CA 92606 Phone: (949) 929-3299 Email:dneubert@medata.com Website: www.medata.com Medata is the originator of medical bill review software solutions in the workers’ compensation, auto liability, and general health community. In 1975, Medata was founded with a vision to ensure providers receive accurate payment and patients receive appropriate care. We have processed over 600 million bills since our founding.

CAJPA 2017 FALL CONFERENCE

MESVision Booth #321 Contact: Karen Carnakis 345 Baker Street Costa Mesa, CA 92626 Phone: 909-948-6861 Email:Kcarnakis@mesvision.com Website: www.mesvision.com MESVision can offer you a variety of comprehensive vision plan options with great savings to your district. Having the largest most comprehensive provider network in California with a huge National Network, MES has everything that you could possibly want! The MESVision network consists of numerous MDs and ODs, as well as many independent, wholesale and retail optical locations including LensCrafters, Wal-Mart, Sears, Target, Sam’s Club and COSTCO (just to name a few)! All for in-network benefits with MESVision! Please stop by and see us to learn more today!

Munich Re Booth #P203 Contact: Ann Pundt One Front Street, 29th Floor San Francisco, CA 94111 Phone: 415-395-4583 Email: apundt@munichreamerica.com Website: www.munichreamerica.com Munich Reinsurance America, Inc. Specialty Markets Division provides multi-line coverage solutions to be delivered through a single point of contact for public entities. Through meaningful partnerships and consultative services, we develop customized risk transfer, risk sharing and risk management solutions with a full range of property and casualty insurance and reinsurance capabilities. Platinum Sponsor

Michael Sullivan & Associates, LLP Booth # 421 Contact: Dina Tananka 400 Continental Blvd, Suite 250 El Segundo, CA 90245 Phone: 310-337-4480 Email: dtanaka@sullivanattorneys.com Website: www.sullivanattorneys.com Michael Sullivan & Associates LLP is a medium-sized law firm that provides high-quality aggressive defense of workers’ compensation claims. The firm’s size enables it to maintain flexibility and responsiveness to clients while providing a top-notch legal product. The firm boasts a team of the industry’s finest associates who have embraced the firm’s values and result-oriented standards. The firm publishes the highly respected Sullivan on Comp legal treatise, which is quickly becoming the leading research tool for the entire industry.

Murphy, Campbell, Alliston & Quinn Booth #414 Contact: Douglas Alliston 8801 Folsom Blvd., Suite 230 Sacramento, CA 95826 Phone: 916-400-2300 Email: dalliston@murphycampbell.com Website: www.murphycampbell.com From offices in Sacramento and Irvine, Murphy, Campbell, Alliston & Quinn provides counsel to JPA boards, advises and represents JPAs regarding coverage issues, defends public entities and utilities, and represents clients on appeal.

Momentum Engineering Corp. Booth # 522 Contact: Vadim Perlovskiy 2862 Columbia Street Torrance, CA 90503 Phone: 310-618-8017 ext. 242 Email: vpp@momentum-eng.com Website: www.momemtum-eng.com Momentum Engineering Corp. (MEC) is a consulting firm specializing in accident reconstruction, forensic engineering, heavy truck safety, graphics and animation. With over 50 years of accident reconstruction experience, we offer accident reconstruction and investigation services ranging from rapid response to final trial testimony. We will provide you with state-of-theart accident reconstruction services in a cost-effective manner. Mullen & Filippi, LLP Booth #212 Contact: Carol Powell 555 12th Street, Suite 2050 Oakland, CA 94607 Phone: 510-444-1532 Email: clientrelations@mulfil.com Website: www.mulfil.com Mullen & Filippi is proud of the legal services it provides to public and private employers, insurance carriers, and third party administrators in a variety of practice areas, including workers’ compensation, employment law, subrogation, third-party liability defense claims and the coordination of multi-forum litigation.

myMatrixx Booth #323 Contact: Ali North 3111 W. Dr. Martin Luther King Jr Blvd. Suite 800 Tampa, FL 33634 Phone: 813-321-1897 Email: anorth@mymatrixx.com Website: www.mymatrixx.com myMatrixx® is a full-service pharmacy benefit management company focused on patient advocacy. By combining clinical expertise and advanced business analytics, myMatrixx simplifies workers’ compensation claims management while providing safer medication therapy management.

Serve Members With

Excellence

Navitus Health Solutions LLC Booth #103 Contact: Gary Hattendorf 5350 E. High Street, Suite 200 Phoenix, AZ 85054 Phone: (480) 489-6265 Email: gary.hattendorf@navitus.com Website: www.navitus.com Navitus Health Solutions is a full service, URAC-accredited pharmacy benefit management company. As a zero-spread, full pass-through pharmacy benefit manager (PBM), Navitus aligns performance with plan sponsors’ benefit goals to deliver comprehensive clinical programs and cost-saving strategies that lower drug trend and promote good member health. Platinum Sponsor Netfile, Inc. Booth #504 Contact: Tom Diebert 2707-A Aurora Rd Mariposa, CA 95330 Phone: (559) 250-4847 Email: diebert@netfile.com Website: www.netfile.com NetFile is the leading provider of paperless electronic filing systems for FPPC Form 700 filings. NetFile has almost 100 agencies in CA using its

paperless filing system. The NetFile system is integrated with the FPPC Form 700 system so your 87200 filers can file right through NetFile and not have to worry about using the State system. NetFile also automates your Article II reporting with the FPPC. NetFile’s exclusive features include mobile apps to file through iTunes or GooglePlay as well as several features not available anywhere else. Go with the leader, go with NetFile! NorCal Surveillance Group Booth # 506 Contact: Thuy Otero 699 Lewelling Blvd. Suite 146-435 San Leandro, CA 94579 Phone: (415) 340-1922 E-Mail: thuyk@norcalsg.com Website: www.norcalsg.com NorCal Surveillance Group, Inc. is a licensed, full service investigative firm based in the Greater San Francisco Bay Area. With the use of the latest technology and equipment, our experienced field investigators have become some of the industry’s best talent available. NCSG, Inc. confidently delivers quick and efficient results. Our commitment is to consistently provide the highest standard in client services. As a smaller firm that is owner-operated, NCSG, Inc. has the ability to provide clients with excellent service and results at competitive rates. Norman Peterson & Associates Booth #320 Contact: Sarah Morris-Peterson 526 Washington Street, Suite 1 Ashland, OR 97520 Phone: 1-800-497-1368 Email: smorris@returntowork.com Website: www.returntowork.com Using the OUR System®, NPA provides proactive Return-to-Work services designed to benefit everyone including employers, employees and physicians alike. With over 30 years of experience, NPA can save your organization 20% to 30% while laying the foundation for compliance with ADA and FEHA requirements. O’Connor*Telezinski Booth #412 Contact: Carrie O’Connor 3600 Lime Street, Suite 522 Riverside, CA 92501 Phone: 951-222-2034 Email: carrie@ot-attorneys.com Website: www.OT-ATTYS.com. O’Connor * Telezinski creates innovative legal solutions for public entity workers’ compensation cases. We understand that cities, counties, and school districts are different from private employers, and we have the knowledge and experience to achieve optimal outcomes in cases involving things like safety officer presumptions and Education Code benefits. One Call Care Management Booth #313 Contact: Beth DeNardo 841 Prudential Drive, Suite 900 Jacksonville, FL 32207 Phone: 973-397-8418 Email: Beth_DeNardo@onecallcm.com Website: www.onecallcm.com One Call is the nation’s leading provider of specialized solutions to the workers’ compensation industry. One Call’s solutions enable faster, more efficient and more cost-effective claims resolution with a focus on injured workers’ needs across the continuum of care. One Call provides reliable, consistent connections to care with expertise in high end diagnostics, physical therapy and transportation services, post-discharge home care and durable medical equipment, dental and doctor specialty services, complex care management, and the language services required for today’s multicultural workforce.

CAJPA 2017 FALL CONFERENCE CrossMark is a registered trademark of CrossMark Risk Solutions, LLC

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CAJPA 2017 FALL CONFERENCE

Origami Risk Booth #221 Contact: Christopher Bennett 222 W. Merchandise Mart Plaza Suite 2300 Chicago, IL 60654 Phone: 847-786-2061 Email: cbennett@origamirisk.com Website: www.origamirisk.com Origami Risk has rapidly established itself as the leading RMIS for government agencies of all sizes. With dozens of local and government risk pool clients, Origami is bringing new ideas and advanced features to the RMIS market and is designed with the latest technology and a focus on performance and ease-of-use. Our RMIS features powerful workflow, advanced reporting and analysis tools, and intuitive features to improve productivity and better manage Total Cost of Risk – saving our clients time and money and enabling them to be more successful. Patricio, Hermanson & Guzman Booth #511 Contact: Sean Hermanson 4180 Ruffin Road, Suite #275 San Diego, CA 92123 Phone: 858-874-2100 Email: Sean.hermanson@phglaw.com Website: www.phglaw.com At Patrico, Hermanson & Guzman, A P.C., our mission is to provide California employers and their insurance carriers with the highest quality legal representation before the Workers’ Compensation Appeals Board, associated Civil Courts and Courts of Appeal. We are committed to the philosophy that legal expertise comes from knowledge and knowledge from education. For more than 40 years, we have been champions of training our lawyers and our clients so together we can achieve best possible case outcomes. PFM Asset Management, LLC Booth #411 Contact: Sarah Meacham 601 South Figueroa, Suite 4500 Los Angeles, CA 90017 Phone: 213-415-1631 Email: meachams@pfm.com Website: www.pfm.com PFM Asset Management LLC is an investment advisor registered with the SEC under the Investment Advisors Act of 1940. PFM works in a fiduciary capacity, providing investment management and advice to local governments, including joint powers insurance authorities, cities, counties, and special districts. PFM specializes in managing operating funds, insurance funds, bond proceeds, pension funds, and OPEB trusts. The firm also serves as the investment advisor and administrator for the California Asset Management Program, a joint powers authority established to provide California public agencies with professional investment services. Poms & Associates Booth #P408 Contact: Justin H. Perkins 5700 Canoga Ave. Suite 400 Woodland Hills, CA 91367 Phone: 818-449-9301 Email: jperkins@pomsassoc.com Website: www.pomsassoc.com Poms & Associates is a full service insurance brokerage firm with collective knowledge and experience serving the needs of public, private and institutional entities. As a proven resource to innovation, Poms custom solutions involve risk management services; selecting and implementing new employee benefits plans; claims advocacy, crisis planning, selfretentions programs, aviation or marine operations to alternative risk financing.

Porter Scott Booth #P528 Contact: May-Lynn Long 350 University Avenue, Suite 200 Sacramento, CA 95825 Phone: 916-929-1481 x 444 Email: mlong@porterscott.com Website: www.porterscott.com Porter Scott defends public agencies such as counties, cities, joint power agencies, special districts, school districts, and law enforcement. From pre-litigation investigation to appeals, Porter Scott has guided public agencies through almost every type of legal action including ADA, Contracts, Civil Rights, Construction, Dangerous Condition, Employment, Police Practices, and Personal Injury. Regional Employer/Employee Partnership for Benefits (REEP) Booth #P218 Contact: Debra Yorba 4204 Riverwalk Parkway, Suite 400 Riverside, CA 92505 Phone: 951-788-0330 Email: dyorba@keenan.com Website: www.keenan.com Keenan provides innovative insurance and financial solutions for public agencies, where we also bring industry-leading expertise to JPA-specific requirements. We are the experts you can rely on when it comes to employee benefits, risk management, claims services, and technology. For more information, please contact Keenan at 800.654.8102 Regional Liability Excess Fund (ReLiEF) Booth #P314 Contact: Leslie Delozier 2355 Crenshaw Blvd., Suite 200 Torrance, CA 90501 Phone: 310-212-0363 ext. 2602 Email: ldelozier@keenan.com Website: www.reliefjpa.org ReLiEF (SCR & NCR) is the largest property and liability JPA for California public educational agencies, serving over 445 member agencies, representing in excess of 2 million ADA and $57 billion in TIV. We are a nonprofit member operated risk sharing cooperative providing broad coverage and specialized loss control services to California public educational agencies since 1986. Restoration Management Company Booth #319 Contact: Steve Drake 4142 Point Eden Way Hayward, CA 94545 Phone: 510-710-0955 Email: sdrake@rmc.com Website: www.rmc.com Restoration Management Company, serving California since 1985, is the solution in emergency mitigation services whether a singular loss, a regional disaster or a large scale catastrophe. We deliver 24/7 year-round emergency service offering quick response in water and smoke damage restoration, construction services, sewage, mold and trauma scene remediation and asbestos/lead abatement.

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To learn more about Aon and how our 50,000+ colleagues in over 120 countries can empower results for you, please visit aon.com. Aon San Francisco 425 Market Street, San Francisco, CA 94105 +1.415.486.6200 | aonsanfrancisco@aon.com

Risk Pool Administrators Booth #P415 Contact: Beth Lyons 18201 Von Karman, Suite 200 Irvine, CA 92612 Phone: 949-349-9879 Email: beth_lyons@riskpooladministrators.com Website: www.riskpooladministrators.com RPA provides risk pool leadership and innovation to help pools navigate the increasingly complex landscape of the pooling industry. RPA combines top-level, national public entity pooling expertise with local knowledge and experience to help pools continue their success and fully realize their potential. RPA was formed in 2015, as a new operating unit of Arthur J. Gallagher & Co. We bring more than 35 years of expertise administering pools, first through Gallagher and now separately as RPA. Platinum Sponsor Schools Excess Liability Fund (SELF) Both #P207 Contact: Eric Lucas 1531 I Street, Suite 300 Sacramento, CA 95814 Phone: 916-469-3211 Email: eric@selfjpa.org Website: www.selfjpa.org Schools Excess Liability Fund is a not-for-profit JPA formed by California schools during the insurance crisis of the 1980s. For more than 30 years, SELF has been dedicated to serving the excess liability needs of California’s public schools and colleges. SELF offers multiple attachment points and limits up to $55 million (inclusive of members’ SIRs). SRM Booth #407 Contact: Nikki Pine 2121 Diamond Blvd. Concord, CA 94520 Phone: 888-259-2244 Email: npine@srmcat.com Website: www.srmcat.com ServiceMaster Recovery Management is your single source Global recovery partner for property damages of any size and complexity. Whether it is resources, response time or expertise, there are reasons to choose SRM. Shoes For Crews Booth #406 Contact: Scott Townsend 250 S Australian Ave. West Palm Beach, FL 33401 Phone: 561-242-5953 Email:scottt@shoesforcrews.com Shoes For Crews has been the trusted leader in safety footwear to foodservice, hospitality, healthcare, and industrial employees for over 30 years. Our mission is to help protect against slip and fall accidents by providing the most comfortable slip-resistant footwear available anywhere. We research, design, engineer, and manufacture every shoe we sell to provide you the best in comfort, style, durability and slip-resistance. SyTech Solutions, Inc. Booth #122 Contact: Casey Morris 9362 Studio Court Elk Grove, CA 95758 Phone: 916-381-3010 ext. 224 Email: cmorris@sytechsolutions.com Website: www.sytechsolutions.com SyTech Solutions, Inc. is a leading document management company. Our services include document imaging, data capture, document management systems, and online hosting services. We provide award-winning technology solutions that minimize up-front cost and maximize value. SyTech is CMAS certified.

CAJPA 2017 FALL CONFERENCE

Risk. Reinsurance. Human Resources.

TRISTAR Risk Management Booth #418 Contact: Jennifer Harpenau 203 North Golden Circle Drive, Suite 200 Santa Ana, CA 92705 Phone: 714-543-0700 ext. 1218 or 714-420-3588 Email: jennifer.harpenau@TRISTARgroup.net Website: www.TRISTARgroup.net Celebrating 30 years, TRISTAR is the largest privately held TPA in the nation. Core services include property and casualty claim administration, managed care, integrated absence management, and group health benefit administration. We provide specialized programs to California public entities, including JPA’s, risk pools and self-insureds. TRISTAR: transforming risk into opportunity. US Specialty Underwriters Booth #420 Contact: Stuart Presson Phone: 415-690-3643 Email: spresson@meadowbrook.com Website: www.usspecialtyuw.com US Specialty Underwriters is a provider of excess workers’ compensation coverage to self-insured employers and groups nationwide. USSU has over 30 years of experience providing quality coverage at competitive rates and terms. Vision Service Plan (VSP) Booth #213 Contact: Jennifer Carlson 101 California Street, Suite 975 San Francisco, CA 94111 Phone: 415 957 0977 Email: jennifer.carlson@vsp.com Website: www.vsp.com VSP Vision Care helps you avoid rising health care costs with affordable vision plans that your employees will love. VSP doctors can detect signs of costly, chronic conditions through the eyes – before symptoms emerge. Wells Fargo Insurance Services USA, Inc. Booth #106 Contact: Kyle Mini 1039-A North McDowell Blvd. Petaluma, CA 94954 Phone: 707-773-1813 Email: kyle.mini@wellsfargo.com Website: www.wellsfargo.com Wells Fargo Insurance Services provides risk management insurance brokering specializing in property and casualty, workers’ compensation and employee benefits for public entities and program management services including contract review, claims consulting, auditing, RFP coordination and assistance with third party administrator searches, data management and more.

York Risk Services Group, Inc. Booth #P310 Contact: Jon Lord 333 City Blvd West, Suite 1500 Orange, CA 92868 Phone: 714-620-1375 Email: jon.lord@yorkrsg.com Website: www.yorkrsg.com York is the premier California provider of claims administration services, specializing in developing and delivering customized solutions to meet the unique needs and challenges presented by public agencies workers’ compensation and liability exposures. Platinum Sponsor

COMMITTEE & STAFF

2017 Professional Development Committee Karla Rhay, Ph.D., Chair, California Schools Risk Management (CSRM) Gina Dean, Vice Chair, CSAC Excess Insurance Authority (CSAC EIA) David Clovis, California Joint Powers Risk Management Authority (CJPRMA) Michael Fleming, CSAC EIA Heather Fregeau, CSAC EIA Robin Johnson, Law Office of Robin Johnson Rob Kramer, Bickmore Carl Sandstorm, California Joint Powers Insurance Authority (CJPIA) Janet Selby, North Bay Schools Insurance Authority (NBSIA) John Stenerson, Self-Insured Schools of California (SISC) Dianna Sutton, ACWA JPIA Suzanne Trowbridge, Keenan & Associates

CAJPA Conference Staff Catherine A. Smith, CAE, Executive Administrator Teri Anticevich, CMP, Conference Director Carmen Berry, Meetings & Membership Specialist Kristy Schrimsher, Meetings & Membership Assistant Beth Ramirez, Exhibitor & Sponsor Manager Marisa Anticevich, Conference Coordinator Candy Retamoza, Golf Tournament Manager David Garrison, Communications Specialist

WORKS International, Inc. Booth #523 Contact: Michael Cristante 3825 Edwards Rd., Ste 400 Cincinnati, OH 45209 Phone: 513-631-6111 x7009 Email: mcristante@publicschoolworks.com Website: www.publicschoolworks.com The only risk management solution that provides complete programs to help districts reduce risk and drive down the costs related to bullying, injuries on school campuses, and other loss drivers. Programs include automated management systems, content and people resources to implement, manage and sustain a comprehensive risk, safety and compliance program. Smarter Technology! Smarter Schools!

CAJPA 2017 FALL CONFERENCE

Dive into the pool with confidence. In a rapidly changing risk environment, you need a pool administration partner you can trust.

when you feel great, you’re unstoppable.

Thankfully, there’s Risk Pool Administrators. Backed by the strength of Arthur J. Gallagher & Co., we meet the needs of over 100 public entity clients and 55 pools. Our seasoned experts take a consultative approach to pool administration, engaging in open communications with our pools and their members, and finding innovative ways to improve their operations and their bottom lines.

Premier products and services Learn how our scalable approach can meet your evolving needs.

RiskPoolAdministrators.com Visit us at Booth P415

We are dedicated to providing public sector employers with specialized health plan options. We deliver distinct value through: • Member focus

• Cost containment

• Personalized service

• Health management programs

• Custom solutions

Expertise | Collaboration | Custom Solutions | Proven Success

To learn more, visit Premier Accounts at blueshieldca.com/premieraccounts.

RPA

CAJPA 2017 FALL CONFERENCE

Risk Pool Administrators

Loss Portfolio Management®

Integrating Cost Containment Solutions

Acclamation Insurance Management Services (AIMS) Allied Managed Care (AMC) Corporate Headquarters 10445 Old Placerville Road Sacramento, CA 95827 Main (916) 563-1900 Facsimile (916) 563-1919 www.aims4claims.com www.alliedmanagedcare.com ACCLAMATION INSUANCE MANAGEMENT SERVICES (AIMS) and ALLIED MANAGED CARE (AMC) Are industry-leading preferred providers of Loss Portfolio Management® services, including claims administration (both workers’ compensation and liability) and medical cost containment for public and private entities, including those that are self-insured and self-administered, and insurance companies throughout the Continental United States and Hawaii. We offer our Clients flexible loss management programs and services designed to generate lower claims costs and better outcomes. “SERVING CLIENTS IS OUR PURPOSE. CLIENT SERVICE IS OUR PASSION.” Our commitment to great Client service is the same at every level of our organization – from our front line employees to our senior managers. Clients evaluate our performance based on our knowledge and responsiveness. When we consistently meet our commitments with enthusiasm and timeliness, the entire organization benefits, and our Clients become our advocates. ORGANIZATION HISTORY & EXPERIENCE  Privately held & Independently Owned Corporation – No Pressure from Investors  Sacramento, California Headquarters – Local Decisions  Established in 1973 – Celebrating Over 43 Years of Continuous Service  Utmost Trust and Integrity – Fully Transparent  Providing Full Service Workers’ Compensation and Liability TPA Claims Administration – One Stop  Customized Claims Programs to Meet Our Clients’ Needs – Flexible Approach  Paperless Environment – Ease of Use  California Corporate Headquarters – Local Decisions and Access  Allied Managed Care – Specializing in Customized Integrated Medical Cost Containment Solutions  Fully Integrated Cost Containment Solutions – One Stop Service  Employing over 220 Claims and Managed Care Professionals  Expertise in Private & Public Sector Business  JPA/Pools, Self-Insured Groups, High Deductibles, 1st & 3rd Party Self Insured, Captives  Healthcare, Agricultural, Utilities, Retail, Manufacturing, Banking  Cities, Counties, Schools  Multiple Location Environment – Broad Reach  Client Focused Culture – Exceeding Client Expectations  Independent Client Relations Discipline for Continued Improvement – Validating Service Delivery  SSAE 16 Compliant – Security of Your Information and Funds  Top Dun and Bradstreet Rating – Financially Secure  Consistent Superior Audit Results – State & Independent Audits  Formal Fraud Program to Protect Your Assets – Proactive Approach for Our Clients  Formal MMSEA Plan in Place – Compliant with Federal Mandates  Transparency Approach – Claims Management and Fees  Legislative Advocate Working on Your Behalf 50

Loss Portfolio Management ® Spend your Money Wisely – Manage your Losses Effectively – Superior Results CAJPA 2017 FALL CONFERENCE

Risk... from the Public Entity’s Perspective What makes Alliant the nation’s leading public entity brokerage? It’s a matter of perspective. We look at the public entity insurance marketplace through your eyes, understanding how the operating environment shapes your risk profile and design powerful programs that address these ever-changing risks. From joint purchase programs and risk sharing pools to risk retention and non-insurance approaches, we see risk from a different viewpoint. Yours. Alliant looks forward to continuing as a supporter of the California Association of Joint Powers Authorities and its Membership for many years to come. Daniel Howell Managing Director 415 403 1426

Insurance Services for Public Entities As the nation’s largest specialty insurance brokerage firm, Alliant has been providing clients with specialized insurance and risk management solutions for more than eight decades, including: Property and Casualty Owner-Controlled Insurance Programs Risk Management Employee Benefits www.alliant.com

Mary Wells Senior Vice President 949 660 8125

CAJPA 2017 FALL CONFERENCE

DAVID GARRISON LOVES

CAJPA

CAJPA 2017 FALL CONFERENCE

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