SUMMIT SPRING
TECH SAVV Y, HR WI SE & FI SCALLY READY
WHY ATTEND?
Our annual summit brings together experts in finance, HR, and technology from risk-sharing pools for two days of learning and collaboration. Explore the latest best practices, tackle emerging issues, and gain valuable insights to enhance your professional development.
DON’T MISS OUT!
This is your chance to be part of a dynamic event that promises to be both informative and engaging. With 13 sessions over two days, you have ample opportunities to tailor the program to your interests and needs.
HOTEL ACCOMMODATIONS
For the ease of our members, CAJPA has reserved a room block at the DoubleTree by Hilton Hotel Sacramento. Click here to book your room by April 26, 2025!
BOOK A ROOM
SUMMIT SPRING
TECH SAVV Y, HR WI SE & FI SCALLY READY
PRELIMINARY AGENDA *Sessions titles and times subject to change.
2025 FINANCE & TECHNOLOGY SPRING SUMMIT
DoubleTree by Hilton Hotel Sacramento | 2001 Point West Way | Sacramento, California 95815
DAY 1 – MONDAY, MAY 19, 2025
8:00 AM – 9:00 AM
Sponsor/Exhibitor Set Up
9:00 AM – 9:45 AM
Registration & Light Breakfast
9:45 AM – 10:00 AM
Welcome & Opening Remarks
– Puneet Behl, Finance Chair
– Nicole Montalvo, Technology Chair
10:00 AM – 11:00 AM
Opening Keynote: AI Possibilities in Pooling
– Ann Gergen, AGRIP
11:00 AM – 11:30 AM
Networking Break
11:30 AM – 12:30 PM
What is the Value of Being Accredited?
– Jim Marta, James Marta & Co – Adams, GSRMA
12:30 PM – 1:30 PM
Lunch
1:30 PM – 2:30 PM
Financial Benchmarking Analytics 2.0
– Dan Steele, ACWA JPIA
1:30 PM – 2:30 PM
Future Planning
– Speaker TBD, FPOV
2:30 PM– 3:00 PM
Networking Break
3:00 PM – 4:00 PM
Understanding Loss Trends & Risk Financing Alternatives
– Mike Harrington, Bickmore Actuarial
3:00 PM – 4:00 PM
Budget Friendly Resources Roundtable – Speakers TBD
4:00 PM – 5:30 PM
Networking Reception
DAY 2 – TUESDAY, MAY 20, 2025
8:00 AM – 8:30 AM
Registration & Full Breakfast
8:30 AM – 9:30 AM
Captive Investment Risk
– Carlos Oblites, Chandler Asset Management
8:30 AM – 9:30 AM
Cyber Dos/Don’ts
– Martin Ronquillo, ASCIP
9:30 AM – 9:45 AM
Networking Break
9:45 AM – 10:45 AM
Financial Closing Roundtable
– Ritesh Sharma, James Marta & Co
– Min Su, Sedgwick
– Alana Theiss, PRISM
9:45 AM – 10:45 AM
ADA Compliance Regulations & Impacts
– Speaker TBD, WebAIM
10:45 AM – 11:00 AM
Networking Break
11:00 AM – 12:30 PM
AI Presentation Panel
– Erik Kowalewski, ACWA JPIA
– Ann Gergen, AGRIP
12:30 PM – 1:15 PM
Lunch
1:15 PM
Sponsor/Exhibitor Break Down
1:15 PM – 2:15 PM
Communication Tools for Productivity
– Karen Antunes, NBSIA
– Allison Bateman, SDRMA
– Technology Speaker, TBD
2:15 PM – 3:15 PM
Engagement & Culture
– Karen Antunes, NBSIA
– Allison Bateman, SDRMA
3:15 PM – 3:30 PM
Closing Remarks
– Puneet Behl, Finance Chair
– Nicole Montalvo, Technology Chair