CAJP A SPRING WORKSHOP
MAY 16 - 17, 2023
Courtyard by Marriott Sacramento Cal Expo 1782 Tribute Rd, Sacramento, CA 95815
DAY 1 – TUESDAY, MAY 16TH
8:00 – 9:30 a.m.
Sponsor/Exhibitor Set Up
9:30 – 4:00 p.m.
Registration Hours
9:30 – 10:30 a.m.
Light Breakfast
10:35 – 11:35 a.m.
5 Influences
Ann Gergen, AGRiP
11:35 – 12:00 p.m.
Networking Break
12:00 – 1:00 p.m.
Emotional Intelligence
Sydney Brahm, Lifestyle Therapy Practitioner
1:00 – 2:00 p.m.
Lunch
Sponsored by Klear AI
2:00 – 3:00 p.m.
Actuarial Reports (a.k.a. Fun with Numbers!)
Mike Harrington, Bickmore Actuarial
2:00 – 3:00 pm
Data & Analytics: The Deep Dive
Tiana Randazzo, Senior Business Analytics Developer, PRISM
Danielle Heim, Senior Database Developer, PRISM
3:00 – 4:00 p.m.
Investment 101
Lesley Murphy, Director, PFM Asset Management
Carlos Oblites, Senior Portfolio Strategist, Chandler Asset Management
3:00 – 4:00 p.m.
Technology Leveraged with Data & Analytics
Kim Wiswell, Product Owner, Workers’ Compensation and Strategic Partnerships, Gradient AI
Ryan Hilyard, Partnership Strategy Lead, Origami
4:00 – 5:30 p.m.
Networking Reception
Sponsored by California CLASS
DAY 2 – WEDNESDAY, MAY 17TH
8:00 – 3:00 p.m.
Registration Hours
8:00 – 9:00 a.m.
Light Breakfast
9:00 – 10:00 a.m.
Cyber Risk in Finance
Jeff Grubbs, COO/CFO, ASCIP
Martin Ronquillo, Director of Cyber Risk, ASCIP
9:00 – 10:00 a.m.
CAJPA Recommendations: A View on Standards
Sam Adams, IT Manager, GSRMA
Ritesh Sharma, Accounting Manager, James Marta & Co
10:00 – 10:15 a.m.
Networking Break
10:15 – 11:15 a.m.
Investing: The 80s vs Today
Lesley Murphy, Director, PFM Asset Management
Carl Sandstrom, Business Projects Manager, CJPIA
10:15 – 11:15 a.m.
The Tech Side of Cyber Insurance
Kevin Bibler, Senior Vice President, Alliant Insurance Services
11:15 – 11:30 a.m.
Networking Break
11:30 – 12:30 p.m.
Analysis for Benchmarking and Decision-Making
Jim Marta, Managing Partner, James Marta & Co
Mike Harrington, President, Bickmore Actuarial
11:30 – 12:30 p.m.
Navigating the Technological Revolution: Preparing for the Future of Work
Dan Shuart, Senior Consultant, Future Point of View
12:30 – 1:15 p.m
Lunch
Sponsored by PFM
1:15 – 1:30 p.m.
Legislative Update
Faith Borges, Lobbyist, California Advocates
1:30 – 2:30 p.m.
Ransomware: Pay or Not to Pay
Martin Ronquillo, Director of Cyber Risk, ASCIP
2:30 – 2:45 p.m.
Networking Break
2:45 – 3:45 p.m.
Working in a Hybrid Environment, Best Practices
Allison Bateman, Human Resources Manager, PRISM
Kortney Riddle, SPHR, SHRM-SCP, BETAHG
Karen Atunes, Human Resources/Operations Manager, NBSIA
2:45 p.m.
Sponsor/Exhibitor Break Down
CAJP A SPRING WORKSHOP
FULL CONFERENCE AGENDA
DAY 1 – TUESDAY, MAY 16TH
8:00 – 9:30 a.m.
Sponsor/Exhibitor Set Up
9:30 – 4:00 p.m.
Registration Hours
9:30 – 10:30 a.m.
Light Breakfast
GENERAL SESSIONS
10:30 a.m. – 10:35 a.m.
Welcome and Opening Remarks
Puneet Behl, Finance Committee Chair, PRISM
Bill Scribner, Technology Committee Chair, BETA Healthcare Group
10:35 – 11:35 a.m.
5 Influences
Ann Gergen, AGRiP
This special edition hot topic offers insight into the Top 5 Influences on Pools Right Now. For each influence, AGRiP Executive Director Ann Gergen identifies our shared pooling history, our current state, and where we might be headed in the future.
Influences:
• Turnover
• Cybersecurity
• Weather Patterns
• Well-Being
• Pooling Mindset
11:35 – 12:00 p.m.
Networking Break
12:00 – 1:00 p.m.
Emotional Intelligence
Sydney Brahm, Lifestyle Therapy Practitioner
Learn about emotional intelligence, it’s benefits, and how anyone can increase it.
1:00 – 2:00 p.m.
Lunch
Sponsored by Klear AI
CONCURRENT SESSIONS
2:00 – 3:00 p.m.
Actuarial Reports (a.k.a. Fun with Numbers!)
Mike Harrington, President, Bickmore Actuarial
With all those numbers in the actuarial report it’s no wonder people get confused. Where did they come from? What do they mean? This session will address the basic concepts underlying actuarial methods such as cleaning data, loss development, inflationary trend, discounting for investment income, and confidence levels. We will also interpret the key results from the actuarial reports including ultimate losses, outstanding liabilities (loss reserves) and projected losses (rates). And yes, you will find out what IBNR really stands for, and why it’s fun for everyone!
2:00 – 3:00 pm
Data & Analytics: The Deep Dive
Tiana Randazzo, Senior Business Analytics Developer, PRISM
Danielle Heim, Senior Database Developer, PRISM
Join us as we explore the wonderful world of data integration. We will show how PRISM Data and Analytics (D&A) staff has developed processes to
integrate loss data collected from over a hundred different data providers (using numerous claims systems and submitting various file formats), into a single unified risk management database. We further integrate membership, exposures and data from other internal systems.
We will dive into the details of how we transform data disorder into a structured database that supports interactive web dashboards and reporting applications, providing program performance, loss analysis, and benchmarking information to PRISM membership, staff, and partners. We will present complex technical concepts in an approachable way that everyone can understand. We will take the mystery out of the data magic that no one even knows happens and reveal what goes on behind the scenes.
3:00 – 4:00 p.m.
Investment 101
Lesley Murphy, Director, PFM Asset Management
Carlos Oblites, Senior Portfolio Strategist, Chandler Asset Management
Today’s uncertain market environment highlights the importance of adhering to the key investment objectives of safety, liquidity, and yield for public agency risk pools. So, let’s head back to the basics to explore what those objectives really mean for you in practice. We’ll provide an overview of the various investment instruments available to public agency risk pools under California Government Code. We’ll also define the basic fixed income terminology that can help you understand your portfolio, including maturity, duration, market value, and total return. And what about unrealized losses, portfolio risk, and asset-liability matching? Join this session to learn all this and more. We’ll also discuss how investments for captives diverge from traditional fixed income investment instruments and why some pools choose to incorporate both into their overall portfolio investment strategy. After this session, you’ll have a better understanding of the basics of investing for pools and how to incorporate key investment concepts into your portfolio management process.
3:00 – 4:00 p.m.
Technology Leveraged with Data & Analytics
Kim Wiswell, Product Owner, Workers’ Compensation and Strategic Partnerships, Gradient AI
Ryan Hilyard, Partnership Strategy Lead, Origami
This session will explore the insurtech perspective on addressing current industry challenges using integrated predictive data analytics. We’ll delve into how predictive analytics, AI, and IoT solutions enhance risk assessment, streamline claims management, and improve overall claims outcomes. Learn from real-world case studies and gain insights on implementing insurtech innovations within your organization to revolutionize workers’ compensation risk management.
4:00 – 5:30 p.m.
Networking Reception
Sponsored by California CLASS
Location: Terrace
(Must be present to win)
Join attendees for an opportunity to engage your peers and exchange challenges and solutions during the evening’s networking reception. This is regularly identified as one of the most valuable parts of the workshop! There will be drinks and appetizers served, and workshop speakers will be available to interact with. Don’t miss the RAFFLE DRAWING at 5:00 p.m. which includes the grand prize of complimentary registration to CAJPA’s Fall Conference!
FULL CONFERENCE AGENDA (Continued)
DAY 2 – WEDNESDAY, MAY 17TH
8:00 – 3:00 p.m.
Registration Hours
8:00 – 9:00 a.m.
Light Breakfast
CONCURRENT SESSIONS
9:00 – 10:00 a.m.
Cyber Risk in Finance
Jeff Grubbs, COO/CFO, ASCIP
Martin Ronquillo, Director of Cyber Risk, ASCIP
Your finance department is charged with the safekeeping of millions of dollars of public funds. This makes them a favorite target of cyber criminals. Join us as we review the fraud risks we need to guard against and how finance, IT and your financial institutions can work together to combat these threats.
9:00 – 10:00 a.m.
CAJPA Recommendations: A View on Standards
Sam Adams, IT Manager, GSRMA
Ritesh Sharma, Accounting Manager, James Marta & Co
We will review the IT standards that the tech committee is recommending be added for CAJPA accreditation. As well as identifying some helpful resources and strategies for implementing or improving your organization’s cyber posture.
10:00 – 10:15 a.m.
Networking Break
10:15 – 11:15 a.m.
Investing: The 80s vs Today
Lesley Murphy, Director, PFM Asset Management
Carl Sandstrom, Business Projects Manager, CJPIA
The DeLorean fires up and takes you to a time in history influenced by war, inflation, supply chain bottlenecks, rising rates, and recession concerns. The younger population is wondering if their wages will keep up with inflation, middle-aged folks are wondering if they’ll ever be able to afford a home, and the older people are wondering if their decimated retirement portfolios will last them during their golden years. Are you in the 1980s or did you never leave the 2020s? Join us for a lively history lesson that seeks to offer wisdom for today, told through a first-hand perspective of what it was like to navigate record-high interest rates in the ’80s.
10:15 – 11:15 a.m.
The Tech Side of Cyber Insurance
Kevin Bibler, Senior Vice President, Alliant Insurance Services
This session will review the State of the Cyber Liability insurance market, which has been extremely challenging in recent years. The speaker will also discuss the increasingly stringent security requirements necessary to secure coverage. Finally, resources and strategies will be discussed to prepare for the application process, protect your entity against cyber-attacks and help mitigate loss should you experience a cyber event.
11:15 – 11:30 a.m.
Networking Break
11:30 – 12:30 p.m.
Analysis for Benchmarking and Decision-Making
Jim Marta, Managing Partner, James Marta & Co
Mike Harrington, President, Bickmore Actuarial
Benchmarking for decision-making requires:
• Defining your goals and concerns
• Selecting targets and measures to respond to your goals and concerns
• Measuring
• Monitoring
• Developing a plan to reach our goals.
We will explore defining your goals and concerns, selecting appropriate measures and developing a plan to reach our goals.
11:30 – 12:30 p.m.
Navigating the Technological Revolution: Preparing for the Future of Work
Dan Shuart, Senior Consultant, Future Point of View
From Generative A.I. to RPA - are you ready for the largest disruptions in how we work since the invention of the desktop computer? Gaining an understanding of these major shifts is critical to your career, your profession, and your industry. Join us for a look at how these breakthrough technologies are impacting member driven associations and risk-pools alike and the people that work for them.
12:30 – 1:15 p.m
Lunch
Sponsored by PFM
1:15 – 1:30 p.m.
Legislative Update
Faith Borges, Lobbyist, California Advocates
This session will provide an update on current happenings in the California legislature. Faith will highlight legislation pertaining to workers compensation, expanded healthcare benefits and new employer liabilities in the workplace. She will discuss what to expect in the final half of this year’s legislative session.
1:30 – 2:30 p.m.
Ransomware: Pay or Not to Pay
Martin Ronquillo, Director of Cyber Risk, ASCIP
Paying a ransom demand in response to a ransomware attack may seem like a tempting solution to regain access to encrypted data. Come and learn of the many reasons why paying a ransom may not be the best option, reasons such as lack of access to data, repeat attacks, and legal & financial implications.
2:30 – 2:45 p.m.
Networking Break
2:45 – 3:45 p.m.
Working in a Hybrid Environment, Best Practices
Allison Bateman, Human Resources Manager, PRISM
Kortney Riddle, SPHR, SHRM-SCP, BETAHG
Karen Atunes, Human Resources/Operations Manager, NBSIA
This session will review best practices for working in a remote environment and maintaining employee engagement, based on practical experience of the presenters. Topics discussed will include communication with employees, creating a culture of engagement and how technology can be used to improve these practices. We will also discuss best practices for performance evaluations in a hybrid environment. The session will include a question and answer session at the end.
2:45 p.m.
Sponsor/Exhibitor Break Down
SPEAKER BIOGRAPHIES
Sam Adams, IT Manager, GSRMA
While Sam’s formal education is in Computer Engineering, he has worked in the pooling industry for 6 years, currently as the IT Manager for GSRMA and NCSDIA pools. Sam also serves as the vice chair on the Technology Committee for the California Association of Joint Powers Authorities (CAJPA).
Karen Antunes, Human Resource/Operations Supervisor, North Bay Schools Insurance Authority
She has 20 years of human resources experience in the private and public sectors. Karen’s experience includes benefits, payroll, employee relations, training and development, and recruitment. Karen graduated from California Polytechnic State University, San Luis Obispo with a B.A. in Business Administration Management and holds her HR certificate through the HR Certification Institute.
Allison Bateman, Human Resources Manager, PRISM
Allison Bateman is the Human Resources Manager at PRISM. She possesses over 20 years of human resource experience in both the private and public sectors. Her experience includes employee relations, recruiting, staff education, training and development, succession planning and management consulting. She holds a B.A in Business Administration and Procurement from the University of San Diego and received her Certificate in Human Resources from the University of California, Davis. Active in the community and in her profession, she is a member of the Sacramento Area Human Resource Association and the Society for Human Resource Management.
Kevin Bibler, Senior Vice President, Alliant Insurance Services
Kevin Bibler is a Senior Vice President with Alliant Insurance Services. Working exclusively with Public Entity clients, he has been with Alliant for over 20 years and in the industry for almost 30. As a licensed property and casualty broker, Kevin specializes in developing insurance and risk management solutions for his individual and pool clients. He considers himself very fortunate to work with some of the largest (and smallest) public entities in California.
Sydney Brahm has had 20 years of experience working as a Lifestyle Therapy Practitioner (therapeutic lifestyle change programs) and teaching health related topics and exercise. In addition to her education, Sydney has had extensive training in nutrition regarding metabolic disorders, hormone balance, inflammation, detoxification, and heart disease under the direction of chiropractic, and functional medicine doctors.
Faith Borges Legislative Advocate, California Advocates
Faith Borges is a Lobbyist with the firm California Advocates, where she provides professional advocacy services before the legislature and regulatory agencies. Among her esteemed clients, Faith has proudly represented the California Association of Joint Powers Authorities for the last five years. Faith earned her Bachelor of Arts degree in Political Science from the University of California Santa Barbara and went on to become a California Senate Fellow earning her graduate certificate in Applied Policy and Government from Sacramento State University. Prior to her current role, she served for years in both houses of the Legislature and is a policy and strategy expert.
Ann Gergen Executive Director, AGRiP
Ann oversees AGRiP operations, governance, and member service delivery.
Ann has twenty-five years of direct public sector employment and experience in local government management, emergency services, risk management, primary and reinsurance claims, pooled insurance services and operations. Ann has both direct and service administrator experience in multiple local government and public pooling environments. She was associate pool administrator (P/C and work comp), program manager (employee benefits pool), and director of technology at the League of Minnesota Cities and League of Minnesota Cities Insurance Trust. She also served as director of the Arizona Municipal Risk Retention Pool (AMRRP) and director of the Social Services Contractors Insurance Pool (SSCIP), also in Arizona. Ann’s background includes reinsurance and commercial industry experience. She was Vice President of Claims and Loss Control at NLC Mutual, and was the first Director ofNLC-RISC in a combined staffing structure with NLC Mutual. Ann was Managing Director of the Alternative Markets Division of Berkley Risk, a W.R. Berkley company, where she served a variety of public and not-for-profit pools and self-insured groups. Ann is an attorney licensed in the State of Minnesota and holds a Master’s Degree in Public Administration. She teaches risk management to public safety graduate students and is herself a former EMT.
Jeffrey C. Grubbs, Chief Operations & Financial Officer, ASCIP
Jeff is responsible for the executive management of ASCIP’s dayto-day operations and supervision of the finance, treasury, and information technology operations. He also oversees ASCIP’s Health Benefits & Workers’ Compensation Programs, as well is its Captive Insurance Company.
He joined ASCIP in 2019 with over 30 years of experience in the insurance and risk management field. He is a Certified Public Accountant and past regional president of Financial Executives International. In 2013 he was named CFO of the Year by the Sacramento Business Journal. He holds a Bachelor of Science degree from CSU Sacramento and a Master of Science degree from Golden Gate University. Jeff currently sits on several Boards, including the Museum of Science and Curiosity and Financial Executives International. Jeff is also a member of CAJPA’s Communications Committee and Vice Chair of the Finance Committee.
Mike Harrington, President, Bickmore Actuarial
Mike Harrington is the President of Bickmore Actuarial and has over 30 years of experience in both the insurance industry and consulting, the majority of which is with public entities. He specializes in reserve and rate analysis for self-insured public entities and risk pools for all property and casualty coverages. Mike has presented at numerous conferences including CAJPA, PARMA, AGRIP, and PRIMA, and is known for his informative and down-to-earth presentation style, with some good “actuarial humor” thrown in. He enjoys Microsoft Excel, the Dallas Cowboys, Ford Mustangs, and pretty much any buffet meal!
Danielle Heim, Senior Database Developer, PRISM
Danielle Heim is a Senior Database Developer at PRISM Risk. Danielle has been with PRISM since 2011 and in the D&A department since 2017. Don’t let the title fool you, she does more than build and maintain the database. She seeks out information, analyzes it and creates the database architecture to house it. Then she builds the processes to intake, clean, process and convert the data. Then she writes reports to pull all of the data elements together, and creates visualizations to make the data come to life. She is familiar with every step of the data cycle. Danielle’s hope is to one day integrate all of the PRISM systems into one database, to automate the flow of information and make it readily available to the entire organization. In her free time, she enjoys spending time with her two beautiful daughters, their dog, Zero and their cats. She also enjoys running, hiking and cooking.
Ryan Hilyard, Partnership Strategy Lead, Origami
Ryan Hilyard has been working within the P&C insurance industry for 20 years. Currently Ryan is the Partnership Strategy Lead and Claims Admin Product Lead at Origami Risk. Prior to that he was a management consultant at PwC with a focus on insurance target operating model design and insurance transformation. Prior to his consulting work, Ryan was a claims adjuster at Liberty Mutual, Engle Martin & Associates, and Raphael & Associates. In his work he is focused on customer outcomes, including key metrics related to work product improvements and financial benefits, as well as how technology can improve a user’s day-in-thelife.
James Marta, Managing Partner, James Marta & Company LLP
James Marta is the Managing Partner of James Marta & Company LLP, a CPA firm headquartered in Sacramento California. James has degrees in Accounting and Finance Law. In addition, Jim earned his associate in risk management (ARM) and an associate in pool management (ARPM) and is a Chartered Global Management Accountant (CGMA). He taught the ARM courses and is the author of the Pool Manager Course. He speaks annually at various pooling conferences on pool management, analysis and finance issues. His firm performs financial consulting, accounting, audit and tax work for over 40 insurance pools and captives in eight States. Jim also is the Accreditation Manager for the California Association of Joint Powers Authorities.
SPEAKER BIOGRAPHIES
Lesley Murphy, Director, PFM Asset Management LLC
Lesley Murphy is currently a Director at PFM Asset Management LLC (PFMAM), where she is responsible for the firm’s sales and business development efforts in the growing California market. Lesley works to introduce both new and existing clients to the full scope of products and services available through PFMAM. In this role, Lesley draws upon her 14 years of providing both fixed income and multi-asset class investment solutions to government and non-profit clients throughout the state. Lesley is also a frequent speaker at industry conferences, including CAJPA, PARMA, and CSMFO.
Prior to joining PFMAM, Lesley was employed as an analyst within the financial advisory group of an investment banking firm in Boston, where she assisted clients in the issuance of municipal debt. When not thinking about the financial markets, Lesley can be found jogging, hiking, biking, and dining throughout the greater Bay Area.
Carlos Oblites, Senior Portfolio Strategist, Chandler Asset Management
Carlos Oblites is Senior Portfolio Strategist. He is responsible for building and maintaining client relationships with public agencies along with participating actively in the portfolio management process. Carlos has 28 years of investment and financial experience, focused largely on managing short-term fixed income and pension strategies for governmental and institutional non-profit clients. Carlos currently serves as Co-Chair of the firm’s Multi Asset Class Committee.
Prior to joining Chandler, Carlos served as the Administrative Services Manager at Central Marin Sanitation Agency (CMSA) and was responsible for all aspects of the Agency’s financial, human resources, administrative support, and information systems activities. He also has significant expertise in serving California public agencies, healthcare, and insurance clients through his roles as Director at PFM Asset Management, and as a Principal at Wells Capital Management. Carlos holds a Bachelor of Arts degree in History from the University of California, Santa Barbara, and earned a Master’s degree in Business Administration from San Francisco State University.
Tiana Randazzo, Senior Business Analytics Developer, PRISM
Tiana Randazzo is a Senior Business Analytics Developer at PRISM. She has been with PRISM since 2011, and has been in the D&A department since the department’s formation. Since the departments formation Tiana has been highly involved with the creation of the database and facilitating data integration from various providers, involved in every step of the way from data intake to storage to output. Tiana works with various providers on their submissions and helps them provide the most accurate representation of the losses that their system captures. She then helps turn the data into meaningful reports and dashboards used by PRISM, Members, Actuaries, and the Market. In her free time Tiana enjoys spending time with family and enjoys the beautiful outdoor recreation that rural northern California has to offer.
Kortney Riddle, SPHR and SHRM-SCP, BETA Healthcare Group
Kortney has more than 15 years of experience in global Human Resources, Org Development, Safety and Health. Her career focus has always been helping business leaders navigate complex people issues using a well-rounded, employee centered approach; allowing teams and organizations to thrive in constantly changing and increasingly challenging environments.
Kortney has held various positions across HR centers of excellence throughout her career. She has worked in technology, finance, manufacturing, and most recently insurance, currently the Vice President of People Operations at BETA Healthcare Group and an instructor in the UC Berkeley extension program. In addition, Kortney sits on the Advisory Board for the Cal State East Bay Transformative Leadership in Disruptive Times Program. In her free time, she likes to run and spend time with family.
Martin Ronquillo, Director of Cyber Risk, ASCIP
Martin joined ASCIP in 2010, as the Information Technology Manager supporting ASCIP staff and providing guidance in cybersecurity. Martin is currently the Director of Cyber Risk, leading the support for all members by providing guidance in all cybersecurity related matters. Prior to ASCIP, Martin spent over 10 years as an information technology professional at various organizations. Martin holds a Master’s Degree in Cybersecurity & Information Assurance, and Bachelors of Science in Business Information Systems. In addition, Martin, completed Certificates in Chief Risk Officer Program and Chief Information Security Officer from Carnegie Mellon University and has obtained certifications as a Certified Information Systems Security Professional (CISSP) and a Certified School Risk Manager (CSRM).
Carl Sandstrom, Business Project’s Manager, CJPIA
Prior to joining the California JPIA, Carl worked in the field of risk management in the finance industry for 17 years. He has been a valuable member of the California JPIA’s team since 2003. Carl holds a bachelor’s degree in Economics from San Diego State University and the Associate in Risk Management - Public Entities designation. He is currently the California JPIA’s Business Projects Manager and is responsible for various information technology and communications projects. Carl has been active with the California Association of Joint Powers Authorities, CAJPA, since 2006, is a current member and former Chair of the CAJPA Technology subcommittee and is a current member and former Vice Chair of the CAJPA Accreditation subcommittee.
Ritesh Sharma, Accounting Manager, James Marta & Co Ritesh has 20 years of experience in accounting, audit, consulting and strategic planning. Ritesh provides CFO services for several Joint Powers Authorities and is a resource to his clients. Ritesh has provided executive leadership, accounting system design, risk management and board responsibilities. He is a participating member of the finance and technology committee of CAJPA (California Association of Joint Powers Authorities) as well as a regular presenter at the conferences.
Dan Shuart, Senior Consultant, FPOV
Dan Shuart is a Senior Consultant for FPOV and the Integrated Strategy and Advising practice lead. He has over 35 years of proven success in Information Technology and has held multiple executive leadership positions. Dan has worked for a broad range of companies, from working in Silicon Valley for a start-up during the “Dot Com” era to fortune 100 companies. Dan’s focus has been on Digital Leadership and working with companies on developing digital strategies and capabilities that produce measurable business results. Dan is passionate about the new business and technology dynamics driving an evolution in how IT departments must evolve.
Kimberly Wiswell Product Owner, Workers’ Compensation and Strategic Partnerships, Gradient AI
Kimberly Wiswell has been engaged in workers’ compensation, managed care, and occupational health since the late ‘70s, with a focus on data analysis and predictive modeling for the past five years. Kim joined Gradient AI, an insurtech provider of claims and underwriting solutions to the Property & Casualty and Group Health arenas, in early 2021 and in her current role, serves as Product Owner, Workers’ Compensation and Strategic Partnerships. Kim has extensive knowledge of WC including data analytics, system design & development, workflow re-engineering, provider networks, medical bill review, and operations management. Over her career, she has served in executive management roles for a diverse set of employers including Coventry; CLARA Analytics; MEDVAL; Kaiser Permanente; Fair, Isaac; Health Net; Fremont Compensation Insurance Group; CompPartners; Beech Street; and Medata. She has also consulted for CWCI, the DWC, Kaiser Permanente, Sutter Health, Optum and many others. Kim attended California State University, Long Beach, and Western State College of Law.
A HUGE THANK YOU TO OUR 2023 SPONSORS!
It starts with us: Inspiring Change the new wave
