2018 CAJPA Onsite Program

ONSITE PROGRAM 1

Changing the way health care is delivered What if we could neutralize the current cost trend in health care? What if our size and relationships allowed us to engage everyone – insurers, providers and patients – to improve cost, access, and quality of personalized care? We can. And, we are.

Within every challenge lie opportunities. For Anthem, our size and more importantly, our relationships across the health care ecosystem are more than just an opportunity.

As the largest health care provider in California we believe we also have the responsibility.

We’ve invested our full resources to bring providers, members and technology together to improve health & lower costs for all Californians.

We’re ensuring that our members have access to the right providers, at the right time, with the right programs and it’s making a difference in the quality AND cost of care.

We have the data to prove it.

VISIT US. BOOTH

P208

T

hese are exciting times in health care and so are the trends we see emerging from our relationships, data-driven insights and clinical programs.

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The Power to Shape Cost and Care for JPAs in California

THANK YOU TO OUR SPONSORS TITANIUM SPONSORS

PLATINUM SPONSORS

GOLD SPONSORS

SILVER SPONSORS • • • •

CHANDLER ASSET MANAGEMENT CHSI TECHNOLOGIES CROSSMARK RISK SOLUTIONS OFFICES OF NOAH S.A. SCHWARTZ AT RINGLER • ORIGAMI RISK • PFM ASSET MANAGEMENT LLC • SCHOLAR ASSOCIATES

BRONZE SPONSORS • CARL WARREN & COMPANY • CUNEO, BLACK, WARD & MISSLER • LAUGHLIN, FALBO, LEVY & MORESI, LLP • NORMAN PETERSON & ASSOCIATES • US SPECIALTY UNDERWRITERS • VENTIV TECHNOLOGY, INC. • VISION SERVICE PLAN (VSP) • WEAKLEY & ARENDT, LLP

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 publicsector risk pools to enable them to enhance their effectiveness.

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2018 EXHIBITORS 223 313 414

Advanced Hearing Providers Air & Water Sciences Allen, Glaessner, Hazelwood & Werth 518 Alliant Insurance Services, Inc P517 Alliant Insurance Services, Inc P318 Allied Insurance Management Services 319 Allied Managed Care 100 American Fidelity 219 American Technologies 523 Ametros P208 Anthem Blue Cross 211 Arissa Cost Strategies 418 Arthur J. Gallagher & Company 413 Asset Works P218 Athens Administrators P203 Belfor USA P524 Bickmore Risk Solutions P525 Bickmore Risk Solutions P202 Blue Shield of California P108 California Bank and Trust 520 Canopy Health P417 Carl Warren & Company 519 CBIZ Valuation Group LLC 511 CD Photocopy P408 Chander Asset Management 105 CHSI Technologies 425 Cogent Legal 312 Company Nurse P528 CorVel Corporation P526 Crossmark Risk Solutions 212 Delta Dental 99 DigiStream Investigations 508 Duff & Phelps P116 FIT (Future Industrial Technologies) 507 Franco Signor 117 George Hills Company, Inc. 221 Global One Ventures, LLC P200 Hanna & Brophy P206 Insurity P204 Intercare Holdings Health Insurance Services, Inc. 514 IU Group (Interpreters Unlimited) P410 Kaiser Permanente/Kaiser on the Job P210 Keenan & Associates 4

P515 220

Laughlin, Flabo, Levy & Moresi, LLP Law Offices of Rahn, Murphy & Young, LLP 311 Lenahan Lee Slater & Pearse 114 LensLock 122 Lexipol 106 Lexitas P115 LWP Claims Solutions, Inc. 404 Marquee Managed Care Solutions 522 MESVision 506 MetLife 102 Michael Sullivan & Associates, LLP 113 Momentum Engineering Corp.

421 MTI America P205 Mullen & Filippi, LLP P214 Munich Re 405 Murphy, Campbell, Alliston & Quinn 510 myMatrixx 103 Navitus Health Solutions, Inc. 321 Norman Peterson & Associates 320 One Call 107 Origami Risk 521 Patricio Hermann & Guzman 213 PFM Asset Management 513 Poms & Associates Insurance Brokers, LLC 119 Porter Scott 406 PublicSchoolWORKS 419 Raptor Technologies 104 REEP P314 ReliEf 407 Restoration Management Company P415 Risk Pool Administrators P207 SELF 504 Special District Risk Management Authority 420 SRM (ServiceMaster) 101 SyTech Solutions 412 Telocon Solutions, Inc. P527 Tristar Insurance Group 411 USI Insurance Services (formerly Wells Fargo) 323 Ventiv Technology 505 Vision Service Plan P310 York Risk Services Group, Inc.

Whether glamping or roughing it, Bickmore will help ensure the campsite you choose accomodates all your pool’s needs. We understand the pooling landscape can be treacherous, but our veteran guides will customize a travel package to help make your journey safe and smooth. High adventure at a low cost – pack your bags with us and lets make memories together!

Book your adventure in booths 524 / 525

PROGRAM ADMINISTRATION | RISK CONTROL | RISK MANAGEMENT CONSULTING | ACTUARIAL 5

WELCOME Welcome to CAJPA’s 2018 Annual Conference!

As CAJPA’s members, supporters and friends once again gather in beautiful South Lake Tahoe, I want to take this opportunity on behalf of CAJPA’s Board of Directors and staff to welcome you to the 2018 annual conference. We want to do a big “shout out” to the CAJPA Professional Development Committee lead by Vice President Dr. Karla Rhay and Director Gina Dean. The committee started in early 2018 to identify sessions, speakers and networking opportunities that would be of great interest to governing officials and professional staff of California’s risk sharing pools. Sessions offer takeaways that will be instantly applied when attendees return to their public agencies ready to better serve their constituents.

This year’s theme, “Adventures in Pooling” offers three magnificent keynote speakers. Wednesday’s kick-off is Matt McFadyen a well-known adventurer and leadership speaker. He has led numerous expeditions to the North Pole and Antarctica. Thursday’s luncheon keynote is Aron Ralston, author of Between a Rock and a Hard Place which is based on Ralston’s personal experience of being trapped between two boulders in a remote location for five days ultimately freeing himself by severing his own arm with a pocketknife. His book inspired the movie “127 Hours.” Friday’s closing keynote speaker is political consultant Robb Korinke who will give us an overview of today’s political climate as we enter into November’s midterm elections. Friday morning is close to standing room only so don’t miss it!

This has been an exciting year at CAJPA. Two major initiatives were undertaken by your association. Greg Trout, Trout Consulting, was retained to evaluate data collection options in the possible pursuit of public agency tort reform. Trout will provide attendees with an update on this project during the conference. CAJPA’s Board and Professional Development Committee is set to launch CAJPA’s expanded educational opportunities “CAJPA’s Summit Series” which focuses training to governing officials and pool professionals at all levels and expertise. Participants will hear about the Summit Series and get a taste of the sessions under construction for governing officials via the four-part series offered at the conference.

We are delighted that you joined us this year at CAJPA’s flagship event! The breakout sessions, keynote presentations, exhibit hall and networking opportunities with make this a transformative event for all!

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 for today and tomorrow. These supporters help CAJPA makes this conference possible!

As I wrap-up my final year as your CAJPA President, I thank you for the privilege of holding this office. I have been supported by an amazing Board of Directors and staff equally dedicated and honored to serve each of you. CAJPA is an extraordinary organization and we greatly appreciate our members, sponsors and exhibitors for being part of this association.

Thank you and enjoy!

David Clovis, ARM President

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GENERAL INFORMATION The registration envelope contains a badge, ribbons (if applicable), and drink tickets for each of the Tuesday night, Wednesday night and Thursday night receptions.

Badges are required for admittance to all conference events. Attendees must wear a badge at all times. Spouse/guest registration includes admittance to breakfasts, luncheons and receptions only. There is a $50 lost badge charge.

Conference events are at the Lake Tahoe Resort, Harrah’s and Harveys. Check the program carefully for the hotel and room assignments for all educational sessions and social functions.

All prize drawings and 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 is 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.

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.

This conference is environmentally responsible!

In a continued effort to be environmentally conscious and “go green,” there will be no handouts. All session information will be available online at www.cajpa.org as well as on the Guidebook conference mobile app sponsored by Keenan & Associates.

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SCHEDULE AT A GLANCE Tuesday, September 11, 2018 8:00 a.m. – 2:00 p.m.

31st Annual Frank James Invitational Golf Tournament, Lake Tahoe Golf Course (all proceeds will benefit the Joseph Farrell Memorial Scholarship) (Check-in at 8:00 a.m.; shotgun start at 9:00 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. – 6:30 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 12, 2018 6:30 a.m. – 7:30 a.m.

THRIVE Walk to the Lake with Kaiser Permanente 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 7:30 a.m. – 12:30 p.m.

Exhibit Hall Open, Harrah’s 2nd Floor Conference Center 9:00 a.m. – 10:15 a.m.

Welcome and Keynote Speaker, Matt McFadyen, Adventurer

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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 and Prize Drawing in the Exhibit Hall, Harrah’s, 2nd Floor Conference Center 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 3:30 p.m. – 4:00 p.m.

Massage & Soda Break, Lake Tahoe Resort, Atrium 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 5:15 p.m. – 6:30 p.m.

Networking Reception, South Shore Room, Harrah’s 8:30 p.m. – 11:30 p.m.

Late Night Dance Party Live Band, Dancing, Snacks and Networking, Harrah’s, South Shore Room 10:00 p.m.

Prize Drawing Harrah’s, South Shore Room

Thursday, September 13, 2018 6:30 a.m. – 7:30 a.m.

THRIVE Walk to the Lake with Kaiser Permanente 7:30 a.m. – 5:00 p.m.

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

Continental Breakfast in Exhibit Hall, Harrah’s, 2nd Floor Conference Center 8:30 a.m. – 9:45 a.m.

• Educational Sessions, Lake Tahoe Resort & Harrah’s, South Shore Room • Words of Wisdom, Lake Tahoe Resort, Meteor/ Mamie Room 9:45 a.m. – 10:15 a.m.

CAJPA General Membership Meeting with Specialty Coffee Break, Lake Tahoe Resort, Emerald/Nevada Room

5:15 p.m. – 6:45 p.m.

Camp CAJPA Reception Sand Harbor, Harrah’s

Friday, September 14, 2018 8:00 a.m. – 10:00 a.m.

Legislative Update and Full American Breakfast Buffet, Lake Tahoe Resort Ballroom Keynote speaker: Robb Korinke, GrassRootsLab 10:00 a.m.

Conference Concludes

10:15 a.m. – 11:30 a.m.

• Educational Sessions, Lake Tahoe Resort & Harrah’s, South Shore Room • Words of Wisdom, Lake Tahoe Resort, Meteor/Mamie Room 11:30 a.m. – 12:15 p.m.

Grand Prize Drawing, Exhibit Hall, Harrah’s, 2nd Floor Conference Center 12:30 p.m. -2:00 p.m.

Recognition Luncheon, Harvey’s, Emerald Bay Ballroom Keynote speaker: Aron Ralston, Adventurer, Environmental Advocate and Author of Between a Rock and a Hard Place 12:30 p.m. – 3:00 p.m.

Exhibit Hall Breakdown, Harrah’s, 2nd Floor Conference Center 2:15 p.m. – 3:30 p.m.

Educational Sessions, Lake Tahoe Resort & Harrah’s, South Shore Room 3:30 p.m. – 4:00 p.m.

Chair Massage & Soda Break, Lake Tahoe Resort, Atrium 4:00 p.m. – 5:15 p.m.

Educational Sessions, Lake Tahoe Resort & Harrah’s, South Shore Room

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IS PROuD tO SuPPORt

SuRvIvOR - IntERACtIvE PROCESS: MAPPIng YOuR REtuRn tO WORK PROgRAM Wednesday, September 12, 11:00am – 11:30am Meteor/Mamie room at the Lake Tahoe Resort Erica Ostberg, Office Managing Partner, Redding, Hanna Brophy Kevin Roberts, Partner, Redding, Hanna Brophy 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.

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FULL CONFERENCE AGENDA TUESDAY, SEPTEMBER 11, 2018 8:00 a.m. – 2:00 p.m.

31st Annual Frank James Invitational Golf Tournament Lake Tahoe Golf Course (Check-in at 8:00 a.m.: Shotgun start at 9:00 a.m.)

Title Sponsor: Office of Noah S.A. Schwartz at Ringler

1:00 p.m. – 5:00 p.m.

Exhibitor Registration and Booth Set Up Harrah’s, 2nd Floor Conference Center 3:00 p.m. – 6:30 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 Please meet in the lobby of the Lake Tahoe Resort 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 7:30 a.m. – 12:30 p.m.

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

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9:00 a.m. – 10:15 a.m.

Welcome and Keynote, Matt McFadyen, Adventurer Very few people have the ability to combine the adventure world and the business world quite like Matt McFadyen.

For over a decade Matt has worked with organizations all over the world to align leaders, energize culture and build winning teams.

He has been a leader of teams in some of the toughest conditions on the planet. This includes three recordbreaking expeditions to the North Pole & two long-haul sailing trips to Antarctica & in 2013 Matt rowed, sailed & dragged a small boat 2,000 miles across the North West Passage.

From dragging heavy sleds to the North Pole to sailing small yachts through some of the world’s deadliest oceans, Matt has pushed himself and others to the ends of the earth, testing the limits of human potential.

Sponsored by: York Risk Services Group, Inc. 10:15 a.m. – 11:00 a.m.

Break in Exhibit Hall Location: Harrah’s, 2nd Floor Conference Center Join us in the exhibit hall for specialty coffee

Sponsored by: PFM Asset Management

Words of Wisdom Meteor/Mamie, Lake Tahoe Resort 11:00 a.m. – 11:30 a.m.

HANNA BROPHY Survivor - Interactive Process: Mapping Your Return to Work Program Tips to simplify and survive the interactive process. A look at ways to effectively return your employees to work and deal with work restrictions in productive manner.

Speakers: Erica Ostberg, Office Managing Partner, Redding, Hanna Brophy Kevin Roberts, Partner, Redding, Hanna Brophy

Words of Wisdom Meteor/Mamie, Lake Tahoe Resort 11:45 am – 12:15 pm ALLIANT Keeping Your Pool Relevant 30 Years Later Many pools were formed following the insurance crisis of the mid 1980’s. There’s a saying that goes, “Never fail to make good use of a crisis.” And, public entities have surely made good use of the insurance crisis. But, organizations, especially those born of a crisis, must evolve to remain relevant. And, sometimes membership and exposure changes may lead to uncomfortable questions and answers.

This WOW session will engage leadership of Alliant Public Entity Group who will share their insights on defining issues they see facing public sector pooling.

Speaker: Daniel Howell, Senior Executive Vice President, Alliant 11:00 a.m. – 12:15 p.m.

Educational Sessions Strategies for Effective Management of Public Officers Location: Emerald/Nevada. Lake Tahoe Resort Using an interactive format to navigate issues of injury presumptions, 4850 benefits, industrial disability retirement and real case scenarios will engage the audience in what costs impact their program most. The program highlights the need to coordinate efforts between claims, personnel, department and retirement representatives.

Highlights: This Grab Bag – or Bag of Gold will provide answers with legal authority and strategies for making sure that you know the best answers.

At the completion of this session, attendee will: • Have knowledge of how to navigate issues of injury presumptions, 4850 benefits, and industrial disability retirement.

• Understand the need to coordinate efforts between claims, personnel, department and retirement representatives.

• Learn legal strategies for these issues.

Speakers: Susan Hastings, Partner, Laughlin, Falbo, Levy & Moresi LLP Kimberly Greer, Risk Manager, City of Richmond Moderator: Marc Leibowitz, Partner, Laughlin, Falbo, Levy & Moresi LLP Areas of Interest: Workers’ Compensation, General Interest, Human Resources

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Spreadsheets and Data Integrity: An Alert for Board Members Location: Blaisdel/Stanford, Lake Tahoe Resort Spreadsheets are essential to pool management and board governance but they are prone to errors that can multiply like rabbits. Which is the correct version, has there been an inadvertent change in a formula? We will explore the challenges of spreadsheets, the data integrity issues for pools and their boards, how to lower the risk of bad data and take advantage of emerging technology on underwriting and claims analytics.

At the completion of this session, attendee will: • Understand spreadsheet challenges for the management team • Learn about data integrity, security and the cloud • Hear about claims analytics tools that can become available to pools Speakers: Stan Smith, Gradient AI Practice Leader, Milliman Michele Reager, Director of Underwriting, Workers Compensation, BETA Healthcare Group Rick Krepelka, Chief Operations Officer, Golden State Risk Management Moderator: Joe Burgess, Board Member, CHSI Technologies Areas of Interest: Finance and Technology, JPA Board, Pool Manager Financial Analytics for Pools- and What They Really Can do for Your Pool Location: Tallac, Lake Tahoe Resort This session will teach attendees how to select relevant financial ratios to plan and implement financial success.

At the completion of this session, attendee will: • Selecting relevant benchmarks can give powerful tools to CEO’s, Board Members and staff to meet financial goals.

• Incorporating ratios to plan and prepare for financial success!

• Session with active scenarios to show the value of implementing ratios.

• Results to highlight metrics to inform both Board and Staff about the financial strengths and weakness of the pool.

Speakers: Dan Steele, Lead Accountant, ACWA-JPIA Dianna Sutton, Finance Manager, ACWA-JPIA Moderator: Ken Hearnsberger, Finance Manager, North Bay Schools Insurance Authority Areas of Interest: Finance, Leadership

Sexual Misconduct, Suicide & Bullying: How Schools Can Reduce Risk & Improve Results Location: South Shore Room, Harrah’s The Center for Disease Control (CDC) estimates that 67% of all victims of reported sexual abuse are under the age of 18, and more than half are under the age of 12. The CDC also indicates that suicide is the #1 cause of death for 11-14 year olds in America, and that bullying and sexual abuse victims are 2 to 9 times more likely to consider suicide. With sexual abuse, bullying and youth suicide on the rise, today’s students are unquestionably at greater risk than ever before, and the cost to districts and their pools can be formidable. The good news is that we have an underutilized resource in a prime position to do something about these grim statistics. Students see and know things on a school campus that adults don’t and they can intervene in ways that adults can’t. With serious issues such as sexual harassment, bullying and youth suicide on the rise, it makes sense to equip the people who are in the best position to safely intervene when they see the signs of these issues on campus. This presentation highlights methods for reducing the risks and liability associated with sexual misconduct, bullying and suicide on school campuses.

At the completion of this session, attendee will: • Understand the costs and consequences of sexual misconduct and bullying / cyber-bullying, including suicide.

• Gain a greater understanding of the different types and effects of student aggression.

• Gain an understanding of how engaging and equipping students can create a safer more inclusive school culture that reduces risk and liability.

• Understand of the vital role that youth empowerment prevention strategies play in the longterm success of a school.

Speakers: Diana Curtin, Executive Director, Community Matters Erica Vogal, Development and Strategic Relations Director, Community Matters Moderator: Martin Brady, Executive Director, Schools Insurance Authority Areas of Interest: General Interest, Pool Manager, Loss Control

Sixty is the New Twenty – The Multigenerational Workplace in JPAs Location: Flying Cloud, Lake Tahoe Resort In this presentation, three JPA managers — a Boomer, a Gen X and a Millennial — will explore some of the ways different generations look at work. The workshop will touch on motivation, work-life balance, affinity for technology, and change management.

At the completion of this session, attendee will: • Recruit younger employees while keeping experienced employees engaged • Plan for succession • Implement organizational and technological changes across a wide range of employee experience Speakers: Ric Burwell, CPCU, ARM, Pool Administration Manager, Bickmore Jaesa McCulligan, ARM, Pool Administration Assistant Manager, Bickmore Moderator: Doug Alliston, Esq., Murphy, Campbell, Alliston & Quinn Areas of Interest: Human Resources, General, Pool Manager, Technology 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: CHSI Technologies Prize Drawing in Exhibit Hall

Sponsored by: Scholar Associates 2:15 p.m. – 2:45 p.m.

Words of Wisdom Meteor/Mamie, Lake Tahoe Resort ANTHEM “Reaching a Greater Success in Your Life Adventures” Finding that work-life balance Come join our award-winning tour guide, Shandell Jones, who will Sherpa you through some of the most exciting terrain as she tanks up your personal and professional wellbeing.

Participants will need to get prepared by strapping on their comfortable hiking boots and their best hiking attire, so they are ready to tackle some of the ideas compiled from three simple philosophies. Your trek with Shandell will become clearer as we help you map out goals to balance your personal and professional life.

This break-out event is designed to encourage you to obtain a Zen-like understanding of your personal satisfaction while following a proven five step work-life balance plan. We hope to deliver to you, in the short amount of time we have you, some positive and lasting strategies to help you achieve life balance and satisfaction.

Speaker: Shandell Jones, Course Designer, Content Developer, Speaker and Training Specialist, Anthem

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3:00 p.m. – 3:30 p.m.

Words of Wisdom Meteor/Mamie, Lake Tahoe Resort BICKMORE Your Safety Program: Connecting the Dots When you think about your agency’s safety program, do you think - “Yes, we got this!” or “What safety program?” Join us as we share our words of wisdom on how we’ve helped hundreds of agencies connect the dots to understand their unique program needs, and how to get it to the next level.

Most important, we’ll provide you with great tools on how you can connect the dots to put you on the path of, “We Got This!”

Speaker: Enriqueta (Henri) Castro, CSP, Director, Risk Control, Bickmore 2:15 p.m. – 3:30 p.m.

Educational Sessions Spin the Wheel - Permanent Disability Edition!! Opinions from Both Sides Location: Emerald/Nevada, Lake Tahoe Resort Come join us as two experienced and opinionated Workers Compensation attorneys (one defense, one applicant’s) engage in a fun, interactive and informative discussion about current trends and legal strategies affecting permanent disability exposures. Has Almaraz/Guzman become the rule instead of the exception? Do vocational experts still have a place in permanent disability disputes?

Are psychological, sex and sleep disorders still alive and kicking? Why are doctors suddenly adding impairments instead of combining? Audience members will spin the wheel to find out, and may even win a prize! The attorneys will discuss their (often differing) perspectives of the law, strategies and trends affecting the bottom-line cost of permanent disability and Workers Compensation cases as a whole. Come join the fun, and the battle of words!

At the completion of this session, attendee will: • Learn the current legal trends and issues affecting permanent disability and, as a result, overall Workers’ Compensation claim costs.

• Discover the strategies being employed by applicant’s attorneys to increase permanent disability, and defenses to those strategies.

• Develop your ability to anticipate strong vs weak arguments used to inflate permanent disability, and how to respond accordingly Speakers: Dana Miller, Esq., Senior Partner, Mullen & Filippi, LLP S. Bradley Chalk, Esq., Attorney, Chalk Law Office Moderator: Jennet Horder, VP Commercial Lines Manager, USI Insurance Services Areas of Interest: Workers’ Compensation, Legislative, Loss Control

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JPA Pool Roundtable – Issues of Common Concern Location: Blaisdel/Stanford, Lake Tahoe Resort This session is a chance to outline issues of common interest among public entity pools 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? More conversation than presentation, join this interactive session to help identify key current issues and share experiences that will provide useful insight to all pools and steer CAJPA’s engagement in these issues.

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.

Facilitators: David Clovis, General Manager, ARM-P, California Joint Powers Risk Management Authority Andy Sell, General Manager, ACWA/JPIA Ann Gergen, Executive Director, AGRiP Areas of Interest: General, JPA Governance, Pool Manager How the Hashtag (#) has Changed Sexual Harassment Prevention Location: Tallac, Lake Tahoe Resort “We Said Enough” spokesperson Samantha Corbin has become a voice for women who share their concerns and experiences. She has increased awareness and brought restorative practices into government, education and the workplace. Corbin is working with nationally with recognized thought leaders by marshaling the solidarity needed for changes to make society safer for men and women. Glenn Lipson, as a forensic psychological expert is an advisor to Bridg-It and JPA’s seizing this historic opportunity to shift from exclusively blaming specific individuals in the workplace to a wider recognition of institutional and generational beliefs that foster misconduct. Sexual harassment prevention stemming from this movement will no longer focus entirely on the bad actors but will also aim at providing the tools that enhance attention, increase awareness and support action. Thus, preventing problems before additional harm is caused.

At the completion of this session, attendee will: • Learn the impact of the “me-too” movement in terms of both gender and sexual harassment.

• Have practical ways to address fears of retaliation will be explored.

• Understand how the power of web is marshaled for prevention will be demonstrated.

Speakers: Glenn Scott Lipson, Ph.D., A.B.P.P., Clinical and Forensic Psychologist, Making Right Choices Samantha Corbin, Lobbyist, Corbin and Kaiser, We Said Enough Moderator: Karla Rhay, Ed.D, Chief Executive Officer, CSEBA Areas of Interest: Legislative, General Interest, Human Resources

Harmonizing Finance and Technology to Maximize Efficiency Location: Flying Cloud, Lake Tahoe Resort This panel will discuss efficiencies from their JPA experience where they are using power of technology to create efficiencies in Finance. There will be roundtable discussion to get more ideas and problems that those JPA members are facing.

At the completion of this session, attendee will: • Be able to create efficiencies within finance department • Learn about best practices among JPAs • Hear about emerging issues with the abundant availability of software programs Speakers: Ken Hearnsberger, Finance Manager, NBSIA Heather Thomson, Chief Financial Officer, SDRM Lam Le, Financial Analyst, CJPI Ritesh Sharma, Finance Manager, Bickmore Puneet Behl, Chief Financial Officer, CSAC-EIA Moderator: Ken Hearnsberger, Finance Manager, NBSIA Areas of Interest: JPA Governance, Finance, Technology 3:30 p.m. – 4:00 p.m.

Chair Massage & Soda Break at the Lake Tahoe Resort Atrium Rejuvenate you mind and body with a massage during your break in the Lake Tahoe Resort Atrium

Sponsored by: Mullen & Filippi, LLP

4:00 p.m. – 4:30 p.m.

Words of Wisdom Meteor/Mamie, Lake Tahoe Resort KEENAN Understanding Millennials, from a Millennial Why are millennials still being thrashed in the media and business environment for being so different than the previous generations? Are they that different? Join Brad for an engaging, quick hitting, 30-minute interactive discussion about millennials and how they operate in today’s work environment. The goal of the workshop is to learn to look at millennials through a different – less harsh – lens.

Speaker: Brad Keenan, Account Executive at Keenan & Associates

RPA

Risk Pool Administrators

Reaching peak potential with pooled risk In a rapidly changing environment, you need a pool administration partner you can trust. Thankfully, there’s Risk Pool Administrators.

We meet the day-to-day and strategic needs of 57 pool clients, backed by the strength of Gallagher. Our seasoned experts take a consultative approach to pool administration, finding innovative ways to improve their operations and their bottom lines.

Visit us at Booth P415 RiskPoolAdministrators.com

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E Z I S E ON T O N S DOE FIT ALL

4:45 p.m. – 5:15 p.m.

Words of Wisdom Meteor/Mamie, Lake Tahoe Resort INTERCARE HOLDING INSURANCE SERVICES, INC. Who Says the Doctor isn’t Always in?

We have all become accustomed to technology. It’s made our lives easier from tracking sleep, tracking our heart rate, turning your lights on and finding your car … Now we have the ability to use remote health care technology to deliver clinical services. Doctors like it, as it has the potential to improve Physician access and continuity of care. For Patients the experiences are more seamless and convenient. Telemedicine programs that are customized for Workers Compensation Programs can reduce utilization, lower costs, enhance the Injured Worker’s care experience and can return them to work much quicker. Let’s discuss the growing use of this technology and the ways it can be used to complement your Managed Care Program.

It’s not sci-fi or the healing pool in the Movie Cocoon, it is technology that 20 years ago would have had our grandparents saying “wow!” ….

Speakers: Dr. Thomas A. Reaper, Medical Director, Intercare Holding Insurance Services, Inc. Maggie Jaltorossian, Vice President of W.C. Claims Administration Division, Intercare Holding Insurance Services, Inc. 4:00 p.m. – 5:15 p.m.

Educational Sessions

Safety National has built a loyal client base of self-insured employers and groups by practicing a relationshipfocused approach to business.

Our top-tier customer service is fueled by listening closely to specific needs and designing flexible programs to address them.

Learn more at safetynational.com 18

Meaningful Reduction of Opioid Use after Surgery Location: Emerald/Nevada, Lake Tahoe Resort This presentation will discuss why opioids (narcotics) prescribed after surgery lead to addiction in an alarming number, how non-narcotic alternatives (Ibuprofen and Tylenol) are superior analgesics, Center for Disease Control recommended opioid prescription policies that self-insured groups can insist their provider networks adopt that will greatly reduce the risk of post-surgery opioid addictions to their members, specific examples of surgeons reducing the average number of opioid pills prescribed after surgery by 80% and how application of these policies can reduce costs, decrease disabilities and reduce loss work time for employers.

At the completion of this session, attendee will: • Understand how the opioid crisis occurred • Understand the financial and human resources costs to employers • Dramatically reduced opioid use and resultant addiction because of surgical procedure.

Speakers: Sohrab Gollogy MD, Medical Director, Sitka and Spine Surgeon; Monterey Spine and Joint Tom Wilson, Global One Ventures, Principal; Monterey Peninsula Surgery Center, Managing Director/CEO Moderator: Michael Larsen, Executive Director, Municipalities Colleges and Schools Insurance Group (MCSIG) Areas of Interest: Healthcare, General

Answers and Questions about the California Workers’ Compensation System Location: Blasidel/Stanford, Lake Tahoe Resort The answer is: highest expenses, claim frequency and rate.

The Question: What does the California’s workers’ comp system lead the nation in? Alex Swedlow, President of the California Workers’ Compensation Institute will offer a detailed primer on current issues and upcoming events that drive the California system. The presentation will be followed by a spirited audience participation round of “Jeopardy”. No cash prizes but knowledge gained makes a great parting gift.

At the completion of this session, the attendee will: • Hear how the 2012 California WC legislative and regulatory changes have performed.

• Learn the key emerging claims trends in California Workers’ Compensation and how those trends may affect both current and older accident years • Consider how upcoming statutory and regulatory issues may impact state wide performance Speakers: Alex Swedlow, President, California Workers’ Compensation Institute George Parisotto, Administrative Director, Division of Workers Compensation Moderator: Martin Brady, Schools Insurance Authority Areas of Interest: Workers’ Compensation, Human Resources Data Hygiene: Cleaning, Scrubbing, and Preparing Your Data for Effective Decision Making Location: Tallac, Lake Tahoe Resort JPAs continue to evolve as a way for public entities to address an ever-changing landscape of new and frightening exposures. This evolution includes not only maximizing pools’ effectiveness in providing new insurance, riskfinancing, and risk management service solutions, but also utilizing cutting-edge data analytics to identify the most critical exposures and develop plans to address these areas. Unfortunately, the whole process and productive use of data analytics often stalls as a result of insufficient data, data in different formats, ‘bad,’ inaccurate, or incomplete data or simple as a result of poor planning.

At the completion of this session, attendee will: • Have an overview of the basic concepts of data analytics as they specifically apply to pooling • Learn how to define project goals and objectives • Understand how to get their organization’s data in order.

Speakers: Jon Paulsen, MBA, CRIS, Director, Consulting & Client Engagement, Bickmore Mark Priven, FCAS, MAAA, Director, Specialty Actuarial, Bickmore Dave George, Executive Director, San Francisco Unified School District, SELF Board Member Moderator: Cindy Wilkerson, Executive Director, Schools Insurance Group Areas of Interest: General Interest, Loss Control

The Evolution of Total Well-being in the Workplace Location: Flying Cloud, Lake Tahoe Resort For this session, we have brought together thoughtprovoking panelists that will address how to take the stigma out of getting help when mental health care is needed, how to support a healthier environment in areas of nutrition, and what it means to encourage and promote physical health in the workplace. In our panel, the responsibility as leaders, parents, and community members, is to assist others. Through this panel, we can walk away with new tips.

At the completion of this session, attendee will: • Understand the components of total well-being.

• Understand how these three components interact in our daily lives.

• Learn specific things that you can do daily to effect positive change in your personal well-being.

Speakers: Ashley Zucker, M.D., Chief of the Department of Psychiatry, Kaiser Permanente Angie Kalousek Ebrahimi, Senior Manager of Markets, Lifestyle Medicine, Blue Shield of California Dr. Kevin Sheu, Director, Professional Services Quality, Delta Dental Moderator: Karla Rhay, Ed.D, Chief Executive Officer, CSEBA Areas of Interest: Healthcare, General Interest, Human Resources 5:15 p.m. – 6:30 p.m.

Networking Reception

Location: Harrah’s, South Shore Room What better way to end the workday than by meeting up with friends and colleagues to discuss the news of the day at the networking reception? Enjoy some great food, cool beverages and interesting conversation. Each attendee will receive one drink ticket in their registration envelope to be used during the reception.

Sponsored by: Bickmore

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8:30 p.m. – 11:30 p.m.

Late Night Dance Party with LIVE BAND!

Location: Harrah’s, South Shore Room Come and experience the sounds of Wonder Bread 5, a rock and roll party machine playing all your favorites all night long! Candy and popcorn will be served! Make sure to bring your two drink tickets. Come dance the night away or just sit back and enjoy the music, friends and colleagues.

Party sponsored by: Markel Global Reinsurance Prize Drawing sponsored by: Origami Risk

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THURSDAY, SEPTEMBER 13, 2018 6:30 a.m. – 7:30 a.m THRIVE Walk to the Lake with Kaiser Permanente Please meet in the lobby of the Lake Tahoe Resort 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 7:30 a.m. – 9:00 a.m.

Continental Breakfast in Exhibit Hall Harrah’s, 2nd Floor Conference Center 8:30 am – 9:45 am Educational Sessions Investigations in the Age of Geosocial Data Location: Emerald/Nevada, Lake Tahoe Resort The current growth of geosocial data is changing the face of risk management and investigations in the workplace.

Learn what geosocial data is and exactly how this type of information is used to investigate claims of all kinds.

Understand how to gain eye-opening insight into accidents, site security, workplace harassment, sexual harassment and any other high exposure incidents, by locating social media photographs, videos, and posts at specific locations and times anywhere in the world. This session utilizes real life case examples to demonstrate the impact of this new technology in the realm of risk management, law and insurance. The session also shows how evidence can be uncovered and leveraged in a variety of scenarios, including in the court of law. Privacy and legal issues, as well as preserving, authenticating and presenting social media and cyber evidence will also be discussed. Attendees will walk away with a better understanding of the best investigative practices required for a successful geosocial investigation and exactly how to add this new information to their wide range of skills.

At the completion of this session, attendee will: • Understand what geosocial data is and how it works from a technological standpoint • Identify specific instances and red flags that determine when and where geosocial data can further an investigation 3. Understand the legal and privacy implications of using geosocial data in investigations and how to properly preserve, authenticate and present this evidence in court • Experience different case examples to gain knowledge as to how geosocial has helped in the past Speakers: Garrett McGinn, Partner, Director-Research & Development, DigiStream Investigations Moderator: Ryan Ceriani, General Manager Central Valley Office, DigiStream Investigations Areas of Interest: Finance and Technology, Workers’ Compensation

Board Governance Professional Development: Fundamentals of Pooling Location: Blaisdel/Stanford. Lake Tahoe Resort In this, the first of four modules on Board Governance, attendees will learn 3 core concepts: Foundation and the Evolution of Pooling where we shall discuss pooling versus private insurance, history and benefits of risk pooling and risk competencies, lessons learned and pitfalls to avoid. Next, we will dive into Pool Resources to equip the attendees with knowledge on obtaining accreditation, the PR Toolkit and the various networking associations and how to connect. The last concept will be on the Legal Aspects, taking a deeper dive into the legal requirements for pool and board members, legislative and regulatory concerns over pooling.

At the completion of this session, attendee will: • Understand the basics of pooling and why pools exist • Know how to network and benefit from resources available to pools • Recognize the legalities and effectiveness associated with pooling • Walk away with an acronym glossary of terms Speakers: Greg Trout, President, Trout Consulting Scott Schimke, Executive Director, Golden State Risk Management Authority Moderators: Dr. Karla M. Rhay, CEO, CSJPA Davis Campbell, DC Associates Areas of Interest: JPA Board, Pool Manager, General Interest The Captive: Structure and Preliminary Experience Location: Tallac, Lake Tahoe Resort Captive investment pools are a becoming a more important tool in this era of low interest rates among our traditional investment options. Several JPAs have begun using captive investment pools to expand available investment opportunities. Come see what has been done and the kinds of results these JPAs have experienced.

At the completion of this session, attendee will: • Understand the organization and management of captive investment pools • See the range of investments available through captives • Learn about the regulatory and legal status of captives • Understand Investment performance as experienced so far Speakers: Ken Schiebel, CFA, Managing Director, Portfolio Strategies Group, PFM Asset Management Carlos Oblites, Portfolio Strategist, Chandler Asset Management Mike Fleming, Chief Executive Officer, CSAC-EIA Moderator: Puneet Behl, Chief Financial Officer, CSAC-EIA Areas of Interest: JPA investments, JPA Governance

CHANGING LANDSCAPES Just as the landscape of California’s roads have become more complex, so has that of the liability world we live in.

Faced with skyrocketing settlements and judgements, districts, now more than ever, need a liability solution they can depend on.

For more than 30 years, SELF has been funding catastrophic losses for its members. Backed by strong reserving practices, solid reinsurance relationships and three decades of claim handling experience, SELF gives members the support they need to navigate the new liability terrain.

Trust what schools created, trust SELF— the not-for-profit answer to excess liability coverage.

Call us today to learn how to keep your district safe.

866-453-5300

Schools Excess Liability Fund

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selfjpa.org

More than Training: Injecting Safety into Everyday Operations Location: South Shore Room, Harrah’s Staff training is an important and required part of school safety programs. Effective programs involve more than a standardized approach or a one-time deployment of training courses. In this session, learn how Schools Insurance Group (SIG) implemented targeted and comprehensive safety programs to address specific injury types. It sounds easy, right? Not so much….SIG wanted to do more than just online training, the goal being to increase awareness and create a culture of safety. We all know that a cookie cutter approach won’t work for every school district, and that true success requires customization. This customization requires analysis and careful strategic consideration to manage the process to achieve not only a reduction in claims, but also a change in culture. Through collaboration with an “out-of-the-box thinking” online safety management provider and feedback from members, SIG has implemented a comprehensive targeted training program that has been well-received by district administration and staff. Come learn how the strategic customization process utilized has helped districts inject safety into their everyday operations.

At the completion of this session, attendee will: • Define a comprehensive safety program that is more effective than standardized, one-time staff training • Understand the importance of strategically scheduled training based on seasonal concerns and employee job responsibilities.

• Learn how the use of continuous reminders about safety practices throughout the year not only raises awareness about safety concerns, but also increases communication and gives employees ownership of their personal safety, resulting in meaningful awareness and changes in behavior.

Speakers: Cindy Wilkerson, Executive Director, Schools Insurance Group Tom Strasburger Vice President Strategic Alliances, PublicSchoolWORKS Rusty Clark, Superintendent, Pleasant Ridge School District, Schools Insurance Group Moderator: Tom Strasburger Vice President Strategic Alliances, PublicSchoolWORKS Areas of Interest: Workers’ Compensation, Loss Control, Property & Liability

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Superbugs: The Roadmap to Employee Safety Location: Flying Cloud, Lake Tahoe Resort Superbugs are fast becoming a worldwide health epidemic, as antibiotics are losing their ability to treat these infections. To date, the main culprit has been overuse of antibiotics—both in the healthcare setting and food industry—which has led to various strains of bacteria becoming impervious to the drugs that could once treat them. The Center for Disease Control (CDC) estimates that more than two million people in the U.S. contract superbug infections each year and at least 23,000 cases result in death. With these types of statistics, it’s important to become aware of the superbug risk, how these infections occur, the deadliest strains and how they might impact the health and safety of workers. If left unchecked, the Review on Antimicrobial Resistance reported that superbugs would become deadlier than cancer by 2050, leading to 10 million deaths each year.

At the completion of this session, attendee will: • Learn five ways superbugs could impact your workers’ comp claims.

• Understand workplace risks, exposure and treatment.

• Learn best practices on how to prevent and control these infections including proactive monitoring, preventative guidelines, decontamination protocols, institutional scores and antibiotic stewardship.

Speakers: Kevin Glennon, Vice President of Clinical Programs, One Call Maria E. Eckart, Divisional Infection Control Specialist, Genesis Healthcare Moderator: Kevin Glennon, Vice President of Clinical Programs, One Call Areas of Interest: Workers’ Compensation, Healthcare, General Interest Words of Wisdom Meteor/Mamie, Lake Tahoe Resort 8:30 a.m. – 9:00 a.m.

BLUE SHIELD Adventures in Diversity Diversity is critical for organization’s ability to innovate and adapt in a fast-changing environment. It is essential to growth and prosperity because diversity increases creativity, problem solving, employee performance and productivity. Additionally it attracts and retains talent.

Employee resource groups can help harness the full potential of your organization. Hear from panelists to learn how one organization has implemented these programs to increase workforce engagement and better serve its customers.

Speakers: Robert Birks, Shield Pride Co Leader, Blue Shield Simon Huber, Operation V.E.T. Chair, Blue Shield

Words of Wisdom Meteor/Mamie, Lake Tahoe Resort 9:15 a.m. – 9:45 a.m.

KAISER PERMANENTE Creating Resiliency & Emotional Wellbeing School employees and educators have some of the highest levels of job related stress, vicarious trauma, and burnout. Kaiser Permanente’s Thriving Schools is working to provide support and resources for all school teachers, staff and leaders in order to build their resilience, manage stress, and maintain emotional wellbeing in and out of the workplace. This session will outline some of the key contributors and pathways to stress and burnout for those working in school environments and identify action items participants can take to build their own resilience and manage stress in a healthy way. It will also provide information and links to resources that support schools in creating environments that foster resilience and emotional wellbeing of their employees on a larger systems level.

Speaker: Brianne Jackson, Work Force Health Consultant, Kaiser Permanente 9:45 a.m. – 10:15 a.m.

Membership Meeting & Specialty Coffee Break Emerald, Lake Tahoe Resort

Sponsored by: Mullen & Filippi, LLC Words of Wisdom Meteor/Mamie, Lake Tahoe Resort 10:15 a.m. – 10:45 a.m.

MULLEN & FILIPPI Workers Compensation and Social Media: The Good, the Bad and the Hmmmm?

How do you handle information from various social media sources in a workers’ compensation case? Are you or employees friends with each other? Does that Tweet prove anything? Is that your employee in the Instagram photo hang gliding in St. Thomas? As the employer, you have much more information about your employees out of work activity. You may get information directly or indirectly from other employees. We will discuss how to safely and effectively use this information in your workers compensation cases.

Speakers: Anne Hernandez, Senior Managing Partner, Mullen & Filippi Jaya Kapoor, Managing Partner, Mullen & Filippi 10:15 a.m. – 11:30 a.m.

Educational Sessions

I ND E PE ND E NCE

I

E X PE RI E NCE

I

ST A BILIT Y

Our singular focus since 1988 has been to provide investment solutions to public agencies and other risk-conscious clients through the management of high-quality fixed income portfolios. Our clients benefit from our disciplined, repeatable process and exceptional standard of care.

Find out more at chandlerasset.com

Patient-Centric Healthcare in Demand & On Demand Location: Emerald/Nevada, Lake Tahoe Resort As patient-centric technology becomes more mainstream, injured workers demand real-time connections to care, improved patient engagement and quicker outcomes.

We will discuss the changing landscape for medical language services, doctor consultations and transportation in workers’ compensation. This session will offer live demonstrations including patients receiving on demand transportation to their appointments with insight into the level of transparency and safety available with this type of technology.

At the completion of this session, attendee will: • Understand the risks and challenges associated with offering these technologies to the workforce.

• Learn how patient-centric technology can be utilized in workers’ compensation.

• Identify how these technologies can streamline medical management in workers’ compensation.

Speaker: Linda Colsen, Vice President and National Product Leader, One Call Moderator: Kevin Glennon, Vice President of Clinical Programs, One Call Areas of Interest: Workers’ Compensation, Healthcare

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Streamline claims handling, member engagement underwriting, renewals and more—

all in one system

For more information, visit: origamirisk.com/who-we-serve/pools

Board Governance Professional Development: Fundamentals of Governance Location: Blaisdel/Stanford. Lake Tahoe Resort In this, the second of four modules on Board Governance, attendees will learn 5 key concepts: 1) organizational structure and core leadership and Board relationships; 2) the Board’s role in member relations and recruitment; 3) planning dynamic committee and board meetings that result in deliberative decision making that benefit the pool, development of a board member and their roles versus staff; 4) how to address board and CEO succession planning; and lastly, everything that there is to know about your pools governing documents.

At the completion of this session, attendee will: • Understand the structure of pools, roles and responsibilities of the board versus staff • Develop appropriate Board relationships that lead to win-win partnerships • Walk away with keys to member retention and recruitment • Use deliberative decision making that leads to effective meetings • Understand how and which governing documents you need to have in place to ensure the success of your pool Speakers: Jon Shull, Chief Executive Officer, California Joint Powers Insurance Authority Linda de la Torre, Assistant Superintendent, San Marino USD Moderators: Robin Johnson, Attorney, Law Office of Robin Johnson Davis Campbell, DC Associates Areas of Interest: JPA Board, Pool Manager, General Interest Actuarial Reports: Fun with Numbers!

Location: Tallac, Lake Tahoe Resort The actuarial report is a great tool for the risk manager in quantifying costs and identifying trends. This session will explain the results of a typical actuarial report, including outstanding liabilities for completing financial statements and projected program costs for budgeting purposes.

The concepts of data quality, loss development, ultimate losses, reserves, discounting, and confidence levels will all be addressed. We will also discuss how to interpret trends in frequency, severity, and loss rates. All these “exciting” concepts will be explored in plain and simple English and with some “actuarial entertainment” along the way!

At the completion of this session, attendee will: • Develop an understanding of the key results of an actuarial report • Identify trends in historical data and results • Apply actuarial concepts to assist in evaluating the performance of the risk management program Speakers: Mike Harrington, FCAS, MAAA, President, Actuarial Consulting, Bickmore Darci Eby-Koelling, FSA, MAAA, Vice President, Aon Moderator: Nina Gau, FCAS, MAAA, Director, Property & Casualty Actuarial Services, Bickmore Areas of Interest: Finance and Technology, General Interest, Loss Control

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Accident Reconstruction Location: South Shore Room, Harrah’s Accident reconstruction is the scientific analysis of motor vehicle, heavy truck, pedestrian, and mobility equipment collisions. This session will focus on how physical evidence, available electronic data (black box data recorder), and physics-based-analysis of these collisions can help control risk exposure presented before, during, and after litigation.

The speakers will define terminology and concepts used in accident reconstruction. Electronic data (black box data recorders) recovered from various types of vehicles will be presented. The attendee will gain the ability to provide a more accurate evaluation of risk exposure to their next case.

At the completion of this session, attendee will: • Understand terminology and analytical techniques to discuss accident reconstruction with your expert witness.

• Determine if the vehicles involved store electronic data and what that data will reveal about a subject collision.

• Gain a greater understanding of the tools available to help analyze and resolve risk exposure presented before, during, and after litigation.

Speakers: Edward C. Fatzinger, Jr., Senior Forensic Engineer, Momentum Engineering Jeffrey S. Bonsall, Forensic Engineer, Momentum Engineering Carrie O’Connor, Attorney, O’Connor*Telezinski Moderator: Vadim Perlovskiy, Marketing and Business Development Specialist, Momentum Engineering Areas of Interest: Property & Liability, Loss Control, Legislative, General Interest

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EVERYTHING YOU NEED TO DO MORE WITH YOUR DATA Renewal Applications Coverage Documents Member Portals Certificates Claims

2018 CAJPA Annual Conference has gone mobile!

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KEENAN & ASSOCIATES PROUDLY PRESENTS THE GUIDEBOOK MOBILE CONFERENCE APP!

https://guidebook.com/g/cajpa2018/ 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 – The entire conference schedule is available. Select your

Visit the above URL on your 1 sessions and add them to your personalized agenda with reminders. device MAPS – Find maps of the hotel meeting space and exhibit hall floor plan.

PRESENTERS – Find complete lists of speakers, exhibitors and more!

Tap the “download” button to and PHOTOS – Take fun and creative photos throughout the conference 2 the free Guidebook app instantly upload them to the Mobile App get to share with other attendees.

2018 CAJPA Annual September 11 - September 14, 2018 South Lake Tahoe, CA

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Understanding and Optimizing Consumer Choice in Health Plan Elections Location: Flying Cloud, Lake Tahoe Resort Why do employees choose the health plans that they do?

How do you design and support a health benefit offering that best suits your unique, diverse population with its range of individual medical needs and preferences? We will discuss the following concepts focusing on a research perspective: Behavioral economics and its application to employee elections, health plan literacy, over-insurance and under-insurance tendencies and associated risks, the role of preferences towards risk, network size, technology, and gatekeeping, the ability to predict choice using statistical models, the ability to influence choice using decision support tools and how an optimally designed and decision-supported plan can reduce overall health plan costs.

At the completion of this session, attendee will: • Have a better understanding of common employee decision points, preferences, and thought processes when choosing a health plan • Gain insight into how best to support employee choices • Acquire ideas on ways to improve their current benefits design • Learn how plan choice influences both employee satisfaction with their benefits as well as plan costs Speaker: Andrew Mackenzie, ASA, MAAA, Actuarial Consultant, Santa Barbara Actuaries Moderator: Devon Devine, J.D., Consultant, Claremont Partners Areas of Interest: Finance and Technology, Healthcare, Human Resources 11:30 a.m. – 12:15 p.m.

Grand Prize Drawing!

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

Prize Drawing sponsored by: Mullen & Filippi, LLC 12:30 p.m. – 3:00 p.m.

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

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12:30 p.m. – 2:00 p.m.

Awards & Recognition Luncheon Location: Harvey’s, Emerald Bay Ballroom Keynote speaker: Aron Ralston, Adventurer, Environmental Advocate and Author of “Between a Rock and a Hard Place” An ordinary man pushed to extraordinary limits, Aron Ralston takes you inside the story that captured international headlines in which he proves that courage, perseverance and the human spirit can help you triumph over tough challenges when the stakes are extraordinary.

An experienced climber and avid outdoorsman, Aron was canyoneering alone in Utah when he became trapped between two boulders in a remote location for more than five days, ultimately freeing himself by severing his own arm with a pocketknife. His harrowing tale captivated global news outlets and remains one of the most incredible and extreme survival stories of all time. Aron recounts his ordeal in searing detail in his New York Times best-selling book, Between a Rock and a Hard Place, which inspired the major motion picture, “127 Hours,” starring James Franco.

On stage, he brings his gripping story to life – and audiences to the edge of their seats. With great candor and humility, Aron reflects on his remarkable triumph over insurmountable odds, and shares the lessons he learned about the importance of examining one’s priorities and outlook on life.

Take away a true appreciation for the power of the human spirit and the value of relationships to overcome life’s challenges, no matter how large or daunting one’s “boulder” may be.

Keynote Speaker sponsored by: Anthem Blue Cross

Prize Drawing sponsored by: Markel Global Reinsurance Luncheon Centerpieces sponsored by: Chandler Asset Management

2:15 p.m. – 3:30 p.m.

Educational Sessions Why Can’t I Share This With My Other Departments? - The Risk of Entanglement between Workers’ Compensation, Risk Management and Human Resources Location: Emerald/Nevada, Lake Tahoe Resort In this session using real life examples, the speakers will provide guidance on the proper dissemination of information between departments so as to avoid other claims being filed. Examples will include the keeping of personnel file records, use of investigation materials and identification of privileged medical documentation.

At the completion of this session, attendee will: • Have a clear understanding of what basic information may be shared between departments.

• Have a clear understanding of the risks of not complying with current laws.

• Have an understanding of tools available to the various departments to ensure compliance with current laws.

Speakers: Marc Leibowitz, Partner, Laughlin, Falbo, Levy & Moresi LLP Robert Cutbirth, Partner, Tucker Ellis Moderator: Sabrina Darsey, Division Manager, Athens Administrators Areas of Interest: Workers’ Compensation, General Interest, Human Resources Board Governance Professional Development: Pool Finance Location: Blaisdel/Stanford. Lake Tahoe Resort In this, the third of four modules on Board Governance, attendees will discuss 3 key concepts: 1) Fiduciary roles and responsibilities, including fiscal stability, budgeting for pool operations and strategic objectives and establishing a target equity policy, settlement authority and claims oversight; 2) Pool finances, reviewing various financial reports, establishing a policy for pool investments, and the purpose of financial audits; and 3) Actuarial studies, purpose and use of the information in decision-making, including deciding on confidence levels, setting rates and funding pool claim liabilities.

At the completion of this session, attendee will: • Understand and be able to perform financial roles and responsibilities • Identify key concepts related to pool financial reports, investments, audits, and actuarial reports • Glean additional knowledge from an interactive roundtable discussion Speakers: Marcus Beverly, First Vice President, Alliant Insurance Services Nancy Broadhurst, ARM, Director Accounting and Finance, Bickmore Moderators: Janet Selby, Janet Selby, MA, ARM, Executive Director, North Bay Schools Insurance Authority Davis Campbell, DC Associates Areas of Interest: JPA Board, Pool Manager, Finance Manager

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Cost Allocation 101 Location: Tallac, Lake Tahoe Resort This session will cover many aspects of cost allocation, which will be helpful to beginners as well as those who are very experienced in allocating costs: What is cost allocation? Key considerations in plan design, the typical parameters of a cost allocation plan, Responsiveness vs. Stability in parameter selection, using experience modification factors vs. percentage allocations, minimizing swings in annual premiums, making changes to an existing plan and explaining annual changes.

At the completion of this session, attendee will: • Understand the key considerations in designing or updating a cost allocation plan • Be enabled to allocate premiums in such a way that is fair and equitable to all departments/members • Use their allocation plan to encourage loss control by departments/members.

Speaker: Mike Harrington, FCAS, MAAA, President, Actuarial Consulting, Bickmore Moderator: Nina Gau, FCAS, MAAA, Director, Property & Casualty Actuarial Services, Bickmore Areas of Interest: Finance and Technology, General Interest, Loss Control Liability Programs in Crisis Location: Meteor/Mamie, Lake Tahoe Resort Pools that operate self-funded liability programs are beginning to show signs of financial stress much like self-funded WC programs did 15 years ago. This session will examine some of the root causes for the brewing crisis including claim trends, funding decisions, and risk financing structure. We will also review best practices your pool can follow to help avoid this crisis.

At the completion of this session, attendee will: • Learn the typical reasons why liability programs are facing funding deficits.

• See how their decisions in setting rates, holding capital, and structuring their program (insure or selfinsure) will lead to the success or failure of their pool.

• Learn the most common risk financing mistakes and the best practices that will help pools avoid these mistakes.

Speakers: James Marta, CPA, CGMA, ARPM, Managing Partner, James Marta & Company, LLC Mike Fleming, CEO, CSAC Excess Insurance Authority Greg Trout, President, Trout Consulting Moderator: Kimberly Dennis, Executive Director, ACSIG

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We Didn’t Start the Fire: Extinguishing Public Entity Liability after Wildfires (Part 1 of 2) Location: South Shore Room, Harrah’s In 2017-2018, wildfires ravaged California, burning thousands of acres of land and leading to deadly mudslides. Besides causing widespread devastation, these wildfires may ignite lawsuits against public entities. This presentation will discuss potential claims arising out of these catastrophic wildfires, including dangerous condition of public property, nuisance, and inverse condemnation, review applicable defenses, and provide defense strategies and risk management advice so public entities don’t get burned along the way.

At the completion of this session, attendee will: • Understand potential claims and legal causes of action arising out of catastrophic wildfires • Have applicable legal defenses • Use defense strategies and risk management advice for handling claims and litigation arising out of catastrophic wildfires Speakers: Mark F. Hazelwood, Partner, Allen, Glaessner, Hazelwood & Werth LLP Kimberly Y. Chin, Partner, Allen, Glaessner, Hazelwood & Werth LLP Dennis Fields, President, Fire Cause Analysis Donald Perkins, Founder & Director of Fire Investigations, Fire Cause Analysis Moderator: Kimberly Y. Chin, Partner, Allen, Glaessner, Hazelwood & Werth LLP Areas of Interest: General Interest, Property & Liability Recruitment & Retention for Today’s Workforce Location: Flying Cloud, Lake Tahoe Resort Quality candidates can be challenging to find, especially during times of low unemployment rates and increased competition. Then, once you find them, how do you keep them engaged. This session will explore effective recruitment practices can use to identify new talent sources, help you deploy a collaborative, valuable onboarding process and explore ways your organization can impact future retention of key employees.

At the completion of this session, attendees will: • Better understand the changing recruitment environment and know how to adjust your strategies to capture the best candidates • Target candidates for positions instead of waiting for them to apply • Create an engaged workforce Speaker: Allison Bateman, Human Resources manager, CSAC EIA Areas of Interest: Human Resources, General Interest

4:00 p.m. – 5:15 p.m.

Educational Sessions Board Governance Professional Development: Risk Sharing and Management Location: Blaisdel/Stanford. Lake Tahoe Resort In this, the fourth of four modules on Board Governance, attendees will discuss three major areas surrounding risk sharing and management: 1) Risk retention and transfer, a high-level look, touching on coverage documents, risk tolerance, and understanding deductibles, self-insured retention, excess and reinsurance; 2) Risk sharing, discussing the importance of accountability among members, and investment of pool capital into loss prevention; and 3) Pool programs and services, examples of proactive and innovative programs in workers’ comp, property/liability, and health benefits that are designed to prevent losses and control costs.

At the completion of this session, attendee will: • Understand member accountability for risk management in a risk sharing pool.

• Learn the benefits of investing/reinvesting capital into programs.

• Be able to incorporate innovative and proactive practices into today’s pool environment.

• Know the broad range of programs and services, including success stories and methods for analyzing return.

• Glean additional knowledge from an interactive roundtable discussion Speakers: Suzanne Dillman, Member Services Manager, North Bay Schools Insurance Authority Ellen Alcala, Manager of Employee Benefits, California Schools Employee Benefits Association Rick Brush, Chief Member Services Officer, CSAC-EIA Moderators: Janet Selby, MA, ARM, Executive Director, North Bay Schools Insurance Authority Davis Campbell, DC Associates Interest Area: JPA Board, Pool Manager, Chief Operations Officer, Risk Manager

3:30 p.m. – 4:00 p.m.

Chair Massage & Soda Break at the Lake Tahoe Resort Atrium Rejuvenate you mind and body with and a massage during your break in the Lake Tahoe Resort Atrium.

Sponsored by: Norman Peterson & Associates

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The Peculiar Character of Fraud in Pools: Internal Fraud, Vulnerable clients and Conspiracies Location: Tallac, Lake Tahoe Resort Much of the written literature about fraud comes from the for-profit business world. Pools are a different. This session will explore those differences looking at how internal fraud happens, the risk to our clients who are particularly vulnerable to identity theft, and how major fraud conspiracies like the Christopher King case develop.

At the completion of this session, attendee will: • Understand the role of internal control in preventing fraud • Review scenarios that lead to client identity theft and how we might help prevent that.

• Learn the red flags that might help prevent major fraud conspiracies from developing Speaker: Ken Hearnsberger, Finance Manager, NBSIA Moderator: Katie O’Brien, Senior Manager, Pool Accounting, Bickmore Areas of Interest: JPA Governance, Finance, Technology 4:00 – 5:15 PM CAJPA HOT TOPIC REVIEW OF RECENT CASE LAW AFFECTING JPAs Location: Lake Tahoe Resort/Meteor/Mamie Room What have the courts done now? Find out what the courts have done recently that affects JPAs operations and coverages. The panel will give a quick review of selected significant cases affecting JPA and their members in the areas of JPA Administration and coverage issues, workers’ compensation, civil rights, government tort claims act, inverse condemnation, immunities and cases involving Colleges and Universities.

At the completion of this session, attendees will: Be aware of potential changes to JPA operations from changes in the law; Understand the courts’ interpretation of JPA coverages; and Know of new legal developments in the coverage area provided by the pools.

Speakers: Mike Pott, Chief Claims Officer, CSAC-EIA Rob Greenfield, General Counsel, ACWA JPIA Moderator: Robin Johnson, Attorney, Law Office of Robin Johnson Areas of Interest: Legal, Legislative

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Planning and Managing the Aftermath of a Disaster: From Wildfires to Active Killers (Part 2 of 2) Location: South Shore Room, Harrah’s California school districts are faced with a myriad of risks throughout the school year. Natural disasters like earthquakes and wildfires are common for most parts of the state and can be devastating to school districts and local communities. Active killer incidents are making the national headlines on a regular basis and are carried out without warning. In this session you will be given planning tools and tabletop exercises to conduct to help you prepare before an event occurs. You will then learn about real life strategies for your employees and students to use during the event along with guidance on what to include in an after-action debrief. Lastly, we will spend time discussing how to manage the financial and social impact once the event is over.

At the completion of this session, attendee will: • Have the necessary emergency preparedness tools • Learn about strategic planning resources • Learn how to manage the financial and social impact of the disaster Speakers: Dean Waddell, Senior Consultant, Loss Control, Keenan & Associates Brendan Hayes, Manager, Environmental Safety, Long Beach City College Bill Clayton, Director, Loss Control, Keenan & Associates Moderator: Kyle McKibbin, Account Executive, Keenan & Associates Areas of Interest: General Interest, Loss Control, Property & Liability

FRIDAY, SEPTEMBER 14, 2018 8:00 a.m. – 10:00 a.m.

Full American Breakfast Buffet, Legislative Update and Keynote Presentation Keynote speaker: Robb Korinke, GrassRootsLab Robb Korinke is a veteran of candidate and ballot measure campaigns across California and beyond. He leads GrassrootsLab’s client and campaign activities in Southern California, and specializes in state and local government, open data and transparency issues, online communications and ballot measure advocacy.

Keynote sponsored by: Crossmark Risk Solutions Breakfast sponsored by: Ventiv Technology 10:00 a.m.

Conference Concludes

THURSDAY: 5:15 p.m. – 6:45 p.m.

Camp CAJPA Reception Location: Harrah’s, Sand Harbor

It’s Camp CAJPA….join us for an old fashioned camp experience. Just like the times you recall around the campfire. Food, fun, camp songs, and friends. Don’t forget your drink tickets!

Food and Wine stations sponsored by:

Cuneo, Black, Ward & Missler Laughlin, Falbo, Levy & Moresi, LLP Mullen & Filippi, LLP US Specialty Underwriters Vision Service Plan (VSP) Weakley & Arendt LLP

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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.

kp.org/choosebetter 32

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CAJPA SUMMIT SERIES 34

CAJPA’s COLLECTION OF NEW Educational Programs!

Guiding California’s Risk-Sharing Pools to Peak Performance

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We reduce risk and get people and organizations back to health, work and productivity.

C L A I M S M A N AG E M E N T

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M A N AG E D C A R E

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A B S E N C E M A N AG E M E N T

www. YORKRSG .com

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R I S K M A N AG E M E N T

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Law Offices of Mullen & Filippi, LLP

The Leader in Workers’ Compensation Defense Law

BAKERSFIELD CHICO FRESNO LOS ANGELES OAKLAND ORANGE REDDING RIVERSIDE SACRAMENTO SAN DIEGO SAN FRANCISCO SAN JOSE SANTA ROSA

Over the years, workers’ compensation defense practice has become significantly more complex. And over the years, employers and insurance carriers have increasingly called upon Mullen & Filippi to represent them before the California Workers' Compensation Appeals Board.

Mullen & Filippi seminars and workshops, given throughout the year, offer comprehensive coverage of timely and critical worker’s compensation issues to clients and interested parties throughout the state.

And our Web site has become an important destination for perusing current and critical information in the field. You’ll find plenty of articles, briefs, legal links — even a powerful compensation calculator. Visit us today at mulfil.com.

Mullen & Filippi. For more than 65 years, the California leader in workers’ compensation law.

STOCKTON VAN NUYS

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WWW.MULFIL.COM

A51123-AD (7/18) Š2018 Blue Shield of California, an independent member of the Blue Shield Association

for the ones who never fail to dream big.

Blue Shield of California is proud to sponsor CAJPA. We salute your continuing efforts to strengthen and enhance the lives of others. Never stop.

blueshieldca.com 39

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Protecting Communities for 30 Years

Let’s develop risk solutions that help keep our communities safe.

Learn more at www.munichreamerica.com/alternativemarket Products and services provided by Munich Reinsurance America, Inc. (Princeton, NJ)

NOT IF, BUT HOW 42

EXHIBIT HALL FLOORPLAN 99

100

101

102

103

104

105

106

107

P108

113

114

P115 P116

117

119

122 223

P205

206

207

P208

404

405

406

407

P408

211

212

213

P214

P218

219

220

221

P310

311

312

313

P314

P318

319

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321

P410

411

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414

418

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421

513 504

505

506

507

508

510

514

P415

P417

P515

P517

519

520

521

425 522 523

511 P524

P527 P526

223 Advanced Hearing Providers 313 Air & Water Sciences 414 Allen, Glaessner, Hazelwood & Werth 518 Alliant Insurance Services, Inc P517 Alliant Insurance Services, Inc P318 Allied Insurance Management Services 319 Allied Managed Care 100 American Fidelity 219 American Technologies 523 Ametros P208 Anthem Blue Cross 211 Arissa Cost Strategies 418 Arthur J. Gallagher & Company 413 Asset Works P218 Athens Administrators P203 Belfor USA P524 Bickmore Risk Solutions P525 Bickmore Risk Solutions P202 Blue Shield of California P108 California Bank and Trust 520 Canopy Health P417 Carl Warren & Company 519 CBIZ Valuation Group LLC 511 CD Photocopy P408 Chander Asset Management 105 CHSI Technologies 425 Cogent Legal 312 Company Nurse P528 CorVel Corporation P526 Crossmark Risk Solutions 212 Delta Dental

518

323

P528

99 DigiStream Investigations 508 Duff & Phelps P116 FIT (Future Industrial Technologies) 507 Franco Signor 117 George Hills Company, Inc. 221 Global One Ventures, LLC P200 Hanna & Brophy P206 Insurity P204 Intercare Holdings Health Insurance Services, Inc. 514 IU Group (Interpreters Unlimited) P410 Kaiser Permanente/Kaiser on the Job P210 Keenan & Associates P515 Laughlin, Flabo, Levy & Moresi, LLP 220 Law Offices of Rahn, Murphy & Young, LLP 311 Lenahan Lee Slater & Pearse 114 LensLock 122 Lexipol 106 Lexitas P115 LWP Claims Solutions, Inc. 404 Marquee Managed Care Solutions 522 MESVision 506 MetLife 102 Michael Sullivan & Associates, LLP 113 Momentum Engineering Corp.

421 MTI America P205 Mullen & Filippi, LLP P214 Munich Re 405 Murphy, Campbell, Alliston & Quinn 510 myMatrixx

P525

P200 P202 P203 P204

P210

103 321 320 107 521 213 513

Navitus Health Solutions, Inc. Norman Peterson & Associates One Call Origami Risk Patricio Hermann & Guzman PFM Asset Management Poms & Associates Insurance Brokers, LLC 119 Porter Scott 406 PublicSchoolWORKS 419 Raptor Technologies 104 REEP P314 ReliEf 407 Restoration Management Company P415 Risk Pool Administrators P207 SELF 504 Special District Risk Management Authority 420 SRM (ServiceMaster) 101 SyTech Solutions 412 Telocon Solutions, Inc. P527 Tristar Insurance Group 411 USI Insurance Services (formerly Wells Fargo) 323 Ventiv Technology 505 Vision Service Plan P310 York Risk Services Group, Inc.

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CAJPA COMMITEES & STAFF 2018 Professional Development Committee

Karla Rhay, Chair, California Schools, JPA Gina Dean, Vice Chair, CSAC Excess Insurance Authority David Clovis, California Joint Powers Risk Management Authority (CJPRMA) Michael Fleming, CSAC Excess Insurance Authority Heather Fregeau, CSAC Excess Insurance Authority Robin Johnson, Law Office of Robin Johnson Rob Kramer, Bickmore Risk Services Carl Sandstorm, California Joint Powers Insurance Authority Janet Selby, NBSIA John Stenerson, Self-Insured Schools of California (SISC) Dianna Sutton, ACWA/JPIA Suzanne Trowbridge, Keenan & Associates

CAJPA ADMINISTRATIVE & CONFERENCE STAFF

Catherine Smith

Executive Director

Teri Anticevich

Conference Director

Beth Ramirez

Sponsor & Exhibitor Coordinator

Carmen Berry

Administrative Director

Candy Retamoza

Conference & Golf Staff

Marisa Anticevich

Conference Coordinator

David Garrison

Creative Director

SAVE THE DATE! Join us for the 2019 FALL CONFERENCE & TRAINING SEMINAR, which will be held September 9-13, 2019.

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2018 KEYNOTE SPEAKERS

WELCOME AND KEYNOTE MATT MCFADYEN, ADVENTURER Very few people have the ability to combine the adventure world and the business world quite like Matt McFadyen. For over a decade Matt has worked with organizations all over the world to align leaders, energize culture and build winning teams.

He has been a leader of teams in some of the toughest conditions on the planet. This includes three record-breaking expeditions to the North Pole & two long-haul sailing trips to Antarctica & in 2013 Matt rowed, sailed & dragged a small boat 2000 miles across the North West Passage.

From dragging heavy sleds to the North Pole to sailing small yachts through some of the world’s deadliest oceans, adventurer Matt McFadyen has pushed himself and others to the ends of the earth, testing the limits of human potential.

Sponsored by: York Risk Services Group, Inc.

KEYNOTE ARON RALSTON, ADVENTURER, ENVIRONMENTAL ADVOCATE AND AUTHOR OF “BETWEEN A ROCK AND A HARD PLACE” An ordinary man pushed to extraordinary limits, Aron Ralston takes you inside the story that captured international headlines in which he proves that courage, perseverance and the human spirit can help you triumph over tough challenges when the stakes are extraordinary.

An experienced climber and avid outdoorsman, Aron was canyoneering alone in Utah when he became trapped between two boulders in a remote location for more than five days, ultimately freeing himself by severing his own arm with a pocketknife. His harrowing tale captivated global news outlets and remains one of the most incredible and extreme survival stories of all time. Aron recounts his ordeal in searing detail in his New York Times best-selling book, Between a Rock and a Hard Place, which inspired the major motion picture, “127 Hours,” starring James Franco.

KEYNOTE ROBB KORINKE, GRASSROOTSLAB Robb Korinke is a veteran of candidate and ballot measure campaigns across California and beyond. He leads GrassrootsLab’s client and campaign activities in Southern California, and specializes in state and local government, open data and transparency issues, online communications and ballot measure advocacy.

Sponsored by: Crossmark Risk Solutions

Sponsored by: Anthem Blue Cross

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NOTES

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NOTES Serve Members With Serve Members With

Excellence Excellence

CrossMark is a registered trademark of CrossMark Risk Solutions, LLC

CrossMark is a registered trademark of CrossMark Risk Solutions, LLC

www.crossmarkrisk.com info@crossmarkrisk.com www.crossmarkrisk.co

info@crossmarkrisk.co

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david garrison is awesome

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