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Fall Conference
 CAJPA FALL CONFERENCE & TRAINING SEMINAR

 

2008 CAJPA Fall Conference & Training Seminar -Welcoming AGRiP

September 16-19, 2008

South Lake Tahoe

CLICK HERE to view the registration brochure.

 CLICK HERE TO REGISTER ONLINE

Please review the answers to frequently asked questions before registering:

All registration for the conference will be online.  There are no paper registration forms available.

How do I pay for my registration?
You may pay by credit card during the registration process or register and select Check by Mail and mail in your payment.
 
What do I do if my credit card order is declined?
When registering with a credit card, if your order is declined, there is a problem with the credit card or the way the information was submitted.  Double-check all the information you input including the card number, type of card and expiration number.  Your credit card transaction is processed by authorize.net and is secure so CAJPA management has no way of checking why the order was declined.  If your credit card order is declined, you may choose payment by check and mail your check to CAJPA to secure your registration. 
 
Where do I send my check if I register with Check by Mail?
When registering with the Check by Mail Option, please include the order number on your check and mail the check to CAJPA, P.O. Box 255431, Sacramento, CA  95865-5431. 
 
What information do we ask for on the online registration form?
Your name:  for example, Jenifer McDonald
Your nickname for your badge: for example, Jennie
Your title
Your employer: for example, ABC School District
The name of the CAJPA or AGRiP member of which your employer is a member (we list this on your name tag): for example, XYZ JPA
*Your email address
Please provide the registrants email address here.  The option below allows your assistant to receive a confirmation, too.
*Additional email address (so your assistant can also receive a copy of your email confirmation of registration)
An emergency phone number - just in case.  This should be a number where we can reach someone related to you 24 hours a day.
 
How do I know you received my online registration?
When you order is completed, you receive an order confirmation from the online store.  You will also receive an email confirmation from registration@cajpa.org within five business days that will contain your formal confirmation of registration and other conference details.  If you have not received confirmation after five business days, email registration@cajpa.org for a status of your registration.
 
Can I register more than one person at a time?
Yes, simply "keep shopping" until you have all your registrants entered and have chosen all the optional items such as golf, workshop and spouse registrations.  Then pay all at once by credit card or Check by Mail.  You can even save your cart and return later to process the order. 
 
Why can't I register for the breakout sessions online?
You can register for the optional Friday Business Writing Workshop online but all other sessions are open to anyone registered for the conference.  Sessions rooms have been reworked to hold more than 125 people during each time slot so there should be room for all who want to attend.
 
Do I register online for my hotel room?
No, visit the Fall Conference page of the CAJPA website for details on hotel reservations and the phone numbers for the hotel.  The only way to make a hotel reservation is to call the hotels directly.

 BREAKOUT SESSION SCHEDULE

Preliminary details on the Fall Conference Breakout Sessions is contained in the file below. As with any conference, the times, location and details on sessions can change prior to the date of the conference.  This listing will be updated over the next few months with the final information provided to registrants at check-in.

With the exception of the Friday optional workshop, you need not sign up for a session to attend it.

CLICK HERE for the breakout session details.
 (Hidden) INFORMATION FOR REGISTERED ATTENDEES

Thank you for registering for the 25th Annual CAJPA Fall Conference & Training Seminar that will be September 18-21, 2007, in South Lake Tahoe.

 

The final conference agenda with hotel and room locations for the breakout sessions will be available on the CAJPA Web site (http://www.cajpa.org/Fall%20Conference/default.aspx) by September 1st.  You will also receive a program when you check-in at the conference registration desk.

 

A few reminders:

 

Nametags Required:  In lieu of the use of event “tickets,” registrants will be required to wear their name tags for admittance to all conference functions including the exhibit hall, breakout sessions, receptions and meal functions.

 

If you would like to register a spouse or guest for the social functions you may do so prior to the conference or at the registration desk. 

 

Cancellation policy:  All requests for refunds must be made in writing and sent to CAJPA, P.O. Box 255431, Sacramento, CA  95865-5431.  Full refunds, minus a $50 administrative fee, will be granted to individuals whose written requests are postmarked on or before August 17, 2007.  Substitute attendees will be accepted up to the date of the conference.  Refunds will be made by CAJPA management following the conclusion of the conference.

 

Hotel reservations:  Registrants are responsible for making their own hotel reservations.  Please pay close attention to the hotel reservation cancellation policy as they do vary by hotel and CAJPA will be unable to assist you in receiving a return of your hotel deposit should you miss the cancellation deadline.

 

Recommended Dress:  Casual business attire is acceptable for all conference events.  Please remember, though, that although the daytime temperatures in the Lake Tahoe area in September average in the mid-70’s, you may need a jacket or sweater in the classrooms.

 

Lake Tahoe Visitor Information:  For information on the Tahoe area and things to do while in the area, visit the Tahoe Visitors Bureau at http://www.visitrenotahoe.com/vplanner/Visit_Reno_Tahoe.htm. 

 

Questions regarding conference registration?  Check the CAJPA website for information regarding the schedule and for answers to frequently asked questions or e-mail at registration@cajpa.org. 

 
 Exhibitor and Sponsorship Opportunities

The exhibit hall is SOLD OUT!    CLICK HERE to see which companies will be in this year's exhibit hall.  

Sponsorships are still available.  CLICK HERE for information on sponsorship levels and contact CAJPA Association Manager Jenifer McDonald at 916-485-5875 to learn what opportunities are still available.   

 (Hidden) Frank James Invitational Golf Tournament

20th Annual Frank James Invitational Golf Tournament:

Tuesday, September 18, 2007

9:00 a.m. Shotgun Start

Lake Tahoe Golf Course

Call the CAJPA office regarding availability (916) 485-5875.
 (Hidden) 2007 Breakout Session Handouts ‭[1]‬
 (Hidden) 2007 Breakout Session Handouts ‭[2]‬

SPEAKER BIOGRAPHIES

 

The files below have been provided by the speakers.  They are for the reference of those who attended the 2007 CAJPA Fall Conference and they should not be duplicated or distributed to others without permission of the authors.

 

Breakout Session # 1

Top 10 Questions to Ask Your IT Staff

Speakers:  

Rick Jenkins, Information Technology Supervisor, Schools Insurance Authority; Chris Shaffer, Vice President, Information Technology, Gregory B. Bragg & Associates, Inc.; Mark White, Senior Information Technology Specialist, CSAC-EIA

Moderator: 

Rick Krepelka, Director of Finance & Technology, Golden State Risk Management Authority

Reference Material:

None

 

Breakout Session # 2
What Really Makes an Experienced Claims Adjuster

Speakers:  

Judith Bals, Workers' Compensation Manager, Bickmore Risk Services; Anne Hernandez, Administrative Managing Senior Partner, Mullen & Filippi; Lynn Cavalcanti, Branch Manager, Gregory B. Bragg & Associates; Bill Henderson, City of Livermore

Moderator: 

Jacquelyn Miller, Bickmore Risk Services

Reference Material:

Adjuster Certification

 

Breakout Session # 3
Special Education: Delivering the Goods Without Breaking the Bank

Speaker:  

Bobbie Albanese, Attorney at Law

Moderator: 

Lee Hanson, Senior Risk Services Consultant, ASCIP

Reference Material:

Special Education

 

Breakout Session # 4

Evaluating Portfolio Performance:  Safety, Liquidity, Yield.  Have We Forgotten What Comes First?

Speakers:  

Pamela Milliron, Administrator, Local Agency Investment Fund (LAIF); Daniel S. Dowell, Director of Investments, Local Agency Investment Fund (LAIF)

Moderator: 

Dianna Sutton, Accounting Manager, ACWA/JPIA

Reference Material:

None

 

Breakout Session # 5

Difficult Issues Regarding Family Leaves

Speaker: 

Cynthia O'Neill, Partner, Liebert Cassidy Whitmore; Cepideh Roufougar, Associate, Liebert Cassidy Whitmore

Moderator: 

Jonathan R. Shull, Executive Director, California JPIA

Reference Material:

Family Leaves-slides

 

Breakout Session # 6

Getting the Best Out of Best Practices

Speakers:  

Marcus Beverly, CPCU, AIC, ARM-P, Director of Risk Management, ABAG Plan Corporation; Mary Beth O'Connell, RN, COHN-S, Risk Control Manager, Bickmore Risk Services

Moderator: 

Juan Cajandig, Senior Loss Prevention Specialist, CSAC-EIA

Reference Material:

Best Practices

 

Breakout Session # 7

The Old Math / Why Does 1% = Millions of Dollars?

Speakers: 

John Stephens, Senior Vice President, P&C Practice Leader, Keenan & Associates; Graham Grice, General Manager, Super Pools, Keenan & Associates; Julianne Broyles, Legislative Advocate, California Advocates;  Jeff Stevens, Risk Manager, City of Santa Ana

Moderator: 

Claudia S. Ross, Senior Vice President, Keenan & Associates

Reference Material:

Florida HB 145

Joint/Several Liability

 

Breakout Session #8

Data Made Us Do It

Speakers:  

Julie Smith, Property & Liability Claims Manager, Schools Insurance Authority, Lisa Konarski, Prevention Services Manager, Schools Insurance Authority

Moderator: 

Rick Jenkins, Information Technology Supervisor, Schools Insurance Authority

Reference Material:

None

 

Breakout Session # 9

What Board Members Should Understand About Their Pool and  Pooling - And How Staff Can Enlighten Them

Speaker:  

James P. Marta, CPA, ARM, James Marta & Company

Moderator: 

Jake O'Malley, Executive Director, Municipal Pooling Authority

Reference Material:

What Board Members Should Understand

 

Breakout Session # 10          

A Colorful Approach to Reducing Claims

Speaker:  

Mary Miscisin, M.S., Positively Mary

Reference Material:

Reducing Claims Handout

TB Article

 

Breakout Session # 11

Integrity Based Leadership

Speaker:  

Jeff K. Bills, Confidence Consulting

Reference Material:

None

 

Breakout Session # 12          

California Healthcare Reform

Speakers  

Tom Sher, Vice President, Alliant Insurance Services, Inc.; Sara Rogers, Consultant, Office of California State Senator Sheila Kuehl (D-Santa Monica)

Moderator: 

Catharine Mauldin, Employee Benefits Manager, CSAC-EIA

Reference Material:

None

 

Breakout Session # 13          

Overcoming Environmental Obstacles to Development and Redevelopment

Speakers: 

Trisha Blau, Vice President, Environmental Practice, Marsh Risk & Insurance Services; Daniel E. Johnson, Vice President, SCS Engineers; Ed Morales, Vice President, Environmental Risk Manager, Continental Environmental Redevelopment Financial, LLC (CERF USA); Patrick A. Coffey, Senior Vice President, MacFarlane Partners 

Moderator: 

Beth Lyons, Assistant Executive Officer, California JPIA

Reference Material:

None

 

Breakout Session # 14          

Sex in Litigation:  Fantasies, Truths & Trends

Speakers:  

Deborah Callahan, Director of Claims, Washington Schools Risk Management Pool; Michael Patterson, Partner, Patterson Buchanan

Moderator:

Nathaniel Lord, Chief Executive Officer, Schools Excess Liability Fund (SELF)

Reference Material:

Sex in Litigation

 

Breakout Session # 15

Governance - Good or Bad:  Make My Day!

Speakers:  

Dr. Patricia Koch, Ph.D., CBO & Principal, Koch & Associates; Cathi (Ann C.) Vogel, CBO & Principal, Vogel & Associates; Paula Chu Tanguay, Chief Executive Officer, ASCIP

Moderator: 

David W. Koch, Chief Administrative Officer – Retired, Los Angeles Unified School District and Partner, Koch & Koch

Reference Material:

Good or Bad

 

Breakout Session # 16          

Putting the Mandated Pieces Together to Solve the Big Picture

Speakers:  

Carollee G. Kilduff, Partner, Angelo, Kilday & Kilduff; Erik Frye, Partner, Twohy, Darneille & Frye; Charlie Wilson, Assistant Human Resources Director, City of Roseville

Moderator: 

David Clovis, Risk Manager, California Joint Powers Risk Management Authority

Reference Material:

None

 

Breakout Session # 17

GASB - Details From an Expert

Speaker:  

Robert Stout, Finance Director, Vallejo Unified School District

Moderator: 

Bob Adams, Chief Financial Officer, CSAC-EIA

Reference Material:

None

 

Breakout Session # 18          

Medical Plans for Early Retirees - Age 55 to Medicare

Speaker:  

Brent B. Crane, Vice President, Aon Consulting

Moderator: 

Karla Rhay, SCS Employee Benefits Association (SCSEBA)

Reference Material:

Medical Plans

 

Breakout Session # 19

The TPA Piece: Nub, Void or Figural?

Speakers:  

Gary C. Jennings, CPCU, ARM, ALCM, AIC Are SCLA, Crawford & Company; John W. Sterritt, Los Angeles County Administrative Office, Risk Management Branch

Moderator: 

Joanne Rennie, General Manager, Public Agency Risk Sharing Authority of California (PARSAC)

Reference Material:

Sterritt Liability Article

 

Breakout Session # 20          

Solving the Puzzle of Peace Officer Employment

Speaker:  

J. Scott Tiedemann, Partner, Liebert Cassidy Whitmore

Moderator: 

Charles Boettger, Loss Control Supervisor, Municipal Pooling Authority

Reference Material:

Peace Officer Employment

 

Breakout Session # 21          

Ten Sneaky Things Doctors Do to Increase Ratings Under the AMA Guides and How to Combat Them

Speakers:  

James Hester, Partner, Laughlin, Falbo, Levy & Moresi; Rita Reyes Schmitt, Associate Attorney, Laughlin, Falbo, Levy & Moresi

Moderator: 

Linda Slaughter, Chief Operating Officer, Athens Administrators

Reference Material:

Ten Sneaky Things

 

Breakout Session # 22

Comparing Public Agencies:  Underwriting and Benchmarking Do's and Don’ts for California JPA's

Speakers: 

Mike Harrington, FCAS, MAAA, Director, Property and Casualty Actuarial Services, Bickmore Risk Services; Martin Brady, Executive Director, Schools Insurance Authority

Moderator: 

Kathy McLean, Workers’ Compensation Claims Manager, CSAC-EIA

Reference Material:

None

 

Breakout Session # 23

PERI:  Are You Using All It Provides?

Speaker: 

Mary Stewart, ARM-P, CPCU, Director, Research and Development, Public Entity Risk Institute (PERI)

Moderator: 

Paul McKay, Director, Finance & Operations, Schools Insurance Authority

Reference Material:

None

 

Breakout Session # 24

Interpreting Financial Ratios and Using Financial Ratios for Decision Making on Retention Levels, Setting Target Equity Levels and Dividend Disbursements

Speaker: 

Mujtaba Datoo, ACAS, MAAA, Consulting Actuary, ARM Tech

Moderator: 

Bob Adams, Chief Financial Officer, CSAC-EIA

Reference Material:

None

 

Breakout Session # 25          

Mentoring for Future Leadership

Speakers: 

John Chino, Regional Director, Public Entity and Scholastic Division, Arthur J. Gallagher; John Nielsen, Chief Executive Officer, Ohio Transit Risk Pool

Moderator: 

Donna Abersman, Deputy Chief Executive Officer, ASCIP

Reference Material:

None

 

Breakout Session # 26          

Controlling Health Care Costs Without Reducing Benefits

Speakers: 

Mitchell S. Davis, Vice President, Aon Consulting/Health & Benefits; Tom Sher, First Vice President, Alliant Insurance Services, Inc., Driver Specialty Group; David Zanze, President, Pinnacle Claims Management, Inc.

Moderator: 

Jan Keller, Executive Director, Butte Schools Self-Funded Programs

Reference Material:

Controlling Health Care Costs

 

Breakout Session  #27          

The Graying of the American Workforce.

Speaker: 

Kathy Espinoza, MBA, MS, CPE, CIE, Senior Loss Control Consultant, Keenan & Associates

Moderator:

Steven Gedestad, CLU, Executive Vice President, Keenan & Associates
Reference Material:

None

 

Breakout Session # 28

Consolidation in the California JPA - Has the Time Come?

Speakers: 

Martin Brady, Executive Director, Schools Insurance Authority; Jonathan R. Shull, Executive Director, California JPIA; David Eiser, Munich Reinsurance America; Mujtaba Datoo, Consulting Actuary, ARM Tech

Moderator: 

Jenny Emery, Senior Vice President Reinsurance, Towers Perrin

Reference Material:

None

 

Breakout Session # 29          

Audit Riddle - Puzzled by Your Audit Bill/Is Your MD&A Puzzling?

Speakers: 

Kevin Wong, Principal, Gilbert Associates, Inc.; David deBernardi, Senior Manager, Gilbert Associates, Inc.

Moderator: 

Rick Wood, Assistant Director, Finance, California Fair Services Authority

Reference Material:

SAS

MD&A

 

Breakout Session # 30

How to Improve Your Risk Management Program Without Spending a Fortune

Speaker: 

Karla Rhay, Chief Administrative Officer, Southern California Schools Risk Management; William Clayton, Safety/Loss Control Manager, M.S., CPSI, Southern California Schools Risk Management; Terrie S. Norris, CSP, Risk Control Manager, Bickmore Risk Services

Moderator: 

Terrie S. Norris, CSP, Risk Control Manager, Bickmore Risk Services

Reference Material:

None

 

Breakout Session # 31          

Case Law Update - Top Ten Tort Cases of the Year

Speakers: 

Daniel P. Barer, Partner, Pollak, Vida & Fisher; Judy McKelvey, Partner, Pollak, Vida & Fisher

Moderator: 

Scott Schimke, Risk Manager, Golden State Risk Management Authority

Reference Material:

Top Ten

 

Breakout Session # 32

Whose Claim is it Anyway?

Speakers: 

Marlon Robbins, Risk Manager, Elk Grove Unified School District; Tom McCampbell, Assistant Vice President, Gregory B. Bragg & Associates; Janet Selby, Workers’ Compensation Claims Manager, Municipal Pooling Authority; Wayne Falsetto, Director-Claims, Munich Reinsurance America

Moderator: 

Jack Blyskal, Chief Claims Officer, CSAC-EIA

Reference Material:

Whose Claim Is It

 

Breakout Session # 33

Successfully Navigating the Maze of Workers' Compensation - A Case Law Update

Speaker: 

Nathan G. Halprin, Attorney at Law, Tobin Lucks LLP

Moderator: 

Carolyn Richard, Claims Administrative Manager, City of Santa Ana

Reference Material:

Maze of WC

 

Breakout Session # 34          

The Questions Every Board Member Should be Able to Answer

Speakers: 

Michael Kaddatz, Managing Director, ARM Tech/Aon Risk Consultants; Dennis W. De Cuir, Dennis W. De Cuir, A Law Corporation

Moderator: 

Jake O'Malley, Executive Director, Municipal Pooling Authority

Reference Material:

Board Questions

 

Breakout Session # 35          

Critical Incident Planning

Speaker: 

Bruce Anderson, Instructor/Trainer, Safety Center, Inc.

Moderator: 

Geoff Albrecht, Senior Loss Control Specialist, CSAC-EIA

Reference Material:

None

 

Breakout Session # 36

Inspector Gadget

Speaker: 

Etienne Gadient, Senior Technical Consultant, Quest

Moderator:

Chris Shaffer, Vice President, Information Technology, Gregory B. Bragg & Associates, Inc.

Reference Material:

The World of Tomorrow

 

Breakout Session # 37          

Doing a Good Investigation for Harassment/Conflict Resolution

Speaker: 

Jeffrey P. Thompson, Partner, Declues, Burkett & Thompson, LLP

Moderator: 

Mae Krause, Risk Manager, Huntington Beach Union High School District

Reference Material:

Doing a Good Investigation

 

Breakout Session # 38

Practical Methods to Limit, Negate and Transfer Risk Exposures

Speaker: 

Robert A. Cutbirth, Counsel, Tucker, Ellis & West, LLP

Moderator: 

Julie Smith, Liability and Property Claims Manager, Schools Insurance Authority

Reference Material:

Risk Exposures

 

Breakout Session # 39

Settlement Sudoku

Speakers: 

Marc Cohen, Partner, Pulley & Cohen; Anne Hernandez, Senior Executive Managing Partner, Mullen & Filippi; Mark Cartier, Thomas Lyding LLP; Lynn Cavalcanti, Branch Manager, Gregory B. Bragg & Associates; Raymond Frost, Law Offices of Raymond Frost; Hon. George W. Mason, Retired WCAB Judge, George Mason, Mediator

Moderator: 

Kristen Wilson, Workers' Compensation Claims Manager, Gregory B. Bragg & Associates

Reference Material:

Settlement Sudoku file 1

File 2