BEGIN:VCALENDAR VERSION:2.0 PRODID:-//CAHIP NorCal - ECPv6.15.20//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:CAHIP NorCal X-ORIGINAL-URL:https://cahip-norcal.org X-WR-CALDESC:Events for CAHIP NorCal REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20200308T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20201101T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20210314T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20211107T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20220313T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20221106T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20230312T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20231105T090000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20220928T120000 DTEND;TZID=America/Los_Angeles:20220928T131500 DTSTAMP:20260505T095807 CREATED:20220912T214050Z LAST-MODIFIED:20220921T152519Z UID:10000121-1664366400-1664370900@cahip-norcal.org SUMMARY:SAHU September Member Meeting – Best Practices for Insurance Brokers DESCRIPTION:Join us for the virtual lunch & learn presentation on September 28th\, 2022 \n **A Zoom link will be sent the day before the event.** \n  \nCourse Name: Best Practices for Insurance Brokers \n  \nProgram Overview \nBest Practices for Insurance Brokers: Best practices can be defined as methods or regular actions that you as a business owner take on a regular basis that supports\, grows\, and nurtures your book of business. \nBest practices can encompass technology used\, routines that are implemented on a daily\, monthly\, quarterly or annual basis\, specific call or referral scripts\, customer service methods\, lead generation\, marketing\, sales presentations and follow-up\, product knowledge\, and ongoing training and personal development. \nMeet the Panelists\n \nChristine Glaesman (Moderator)\nIndependent Health Insurance Agent\nStorehouse Insurance Services \n  \n  \n  \n \nAndrea Murphrey\nChartered Benefits Consultant\nCapitol Health Management Insurance Solutions \nAs a consultant with 35+ years of experience\, Andrea is passionate about forming long lasting partnerships with clients by understanding their business and it’s needs – not only initially\, but as the business evolves. Collaborating with clients\, she guides analysis to develop a clear\, proactive\, and strategic vision that leverages benefits and risk management. \n  \n \nRyan Nuttall\nOwner/Broker\nFarmers Insurance\, Ryan Nuttall Insurance Services \nI live in Amador and own an agency in Cameron Park serving the El Dorado\, Amador\, and Calaveras counties.  I started a scratch agency in 2008 and built it into a large agency and sold in 2014 to sign a contract with Farmers to recruit\, develop\, and open agencies in Sacramento\, PLacer\, El Doraod\, Nevada\, Amador\, and Calaveras county and left that to buy a 35 year old well established agency in 2022.  We offer home\, auto\, umbrella\, commercial\, health\, and we also are a Financial Service agency partners with Farmers Financial solution for retirement planning. \n  \n \nSam Siders\nCEO and Trusted Benefits Partner\nSiders Insurance Solutions \nSam’s purpose in life is to help others be the best version of themselves. At SIS\, Sam is able to pursue this on a larger scale – helping employers better their overall company culture\, benefits packages\, and adding to their bottom line. After 10 years assisting insurance brokers by putting together benefits packages for their clients\, Samantha made the shift to CEO and started her own insurance agency in 2021. With her extensive background working with small and large employers and having first hand knowledge working on the carrier and the wholesale side of insurance\, she is now able to focus on the core values that SIS lives by while helping her clients and their companies reach their full potential. \n  \n \nMichael Saab\nPartner & Benefit Consultant\nPWA Insurance Services LLC\, an Alera Group Company\n \nMichael Saab has been in the insurance industry since 1995 and joined PWA Insurance Services in 1998.  In 2017\, Michael became a partner in the firm.  He received his Bachelor Degree in Communication from California State University\, Chico\, and has conducted several seminars and webinars on COBRA\, Benefits Management\, HIPAA and Health Care Reform for PWA and local SHRM chapters.  He has received his NAHU Certification in Account Based Health Plans\, Self-Funding and the Processional\, and achieved his Academy of Healthcare Management designation in 2012 from AHIP.   He is a past chair and member of UC Davis Health System’s Community Advisory Board\, served on the Board of Directors for Crossroads Diversified Services from 2013 to 2020\, SAHU Program Chair from 2020 to 2022\, a member of Kiwanis for 14 years and on the Board of Directors for the Land Park Soccer Club from 2012 to 2022. He’s very passionate about the industry and challenges his clients to be more proactive in how they address healthcare costs for their employees. \n  \nTeri Blake\nRegional Sales Manager\nThe Word & Brown Companies \nTeri Blake proudly serves the brokerage community in Sacramento and surrounding counties as Word & Browns Regional Sales Manager.  With over 20 years in the industry\, Teri continues to build meaningful relationships with brokers in her region providing Word & Browns sales support\, presentations strategies\, marketing strategies for growth and carrier product knowledge.  Teri has served on the Sacramento Association of Health Underwriters in various positions for several years.  She lives in Folsom with her husband Jeremy\, enjoying the outdoors with their 3 dogs and 2 horses. URL:https://cahip-norcal.org/event/2022-sept-member-meeting/ LOCATION:Virtual Event CATEGORIES:Member Lunches,Virtual ATTACH;FMTTYPE=image/jpeg:https://cahip-norcal.org/wp-content/uploads/2022/09/SAHU_Sept_MemberMeeting.jpg ORGANIZER;CN="CAHIP Northern California":MAILTO:info@cahip-norcal.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20220526T173000 DTEND;TZID=America/Los_Angeles:20220526T203000 DTSTAMP:20260505T095807 CREATED:20220125T210020Z LAST-MODIFIED:20220610T214609Z UID:10000119-1653586200-1653597000@cahip-norcal.org SUMMARY:Sacramento Axe-Throwing Health Underwriters DESCRIPTION:Thursday\, May 26th\, 2022 @ 5:30-8:30pm\nAxe Throwing @ 6-8pm\n  \nThis Event Has Passed! Take a Look at the Fun We Had!\n\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n\n  \nBonus Content\n \nHosted at\nThe Smart Axe – Rancho Cordova\n11151 Trade Center Dr #106\, Rancho Cordova\, CA 95670\n \nDownload the Flyer\nSponsor This Event!\nPlatinum Lumberjacks \n\nGolden Hooligan Hurler\n \nSilver  Axe Flippers ($250)\n          \nDrink Hammer Toss\n \nFood Truck –Tree Fellers URL:https://cahip-norcal.org/event/2022-axe-throwing/ LOCATION:The Smart Axe – Rancho Cordova\, 11151 Trade Center Dr #106\, Rancho Cordova\, CA\, 95670\, United States CATEGORIES:Member Lunches ATTACH;FMTTYPE=image/jpeg:https://cahip-norcal.org/wp-content/uploads/2022/01/SAHU-Vaguard-Axe-Throwing-Event.jpg ORGANIZER;CN="CAHIP Northern California":MAILTO:info@cahip-norcal.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20220420T120000 DTEND;TZID=America/Los_Angeles:20220420T131500 DTSTAMP:20260505T095807 CREATED:20220110T221733Z LAST-MODIFIED:20220615T151906Z UID:10000092-1650456000-1650460500@cahip-norcal.org SUMMARY:April Lunch & Learn: Why Investing in Diversity\, Equity and Inclusion Pays Off DESCRIPTION:Join us for the virtual lunch & learn presentation on April 20th\, 2022 \n **A Zoom link will be sent the day before the event.** \n  \nPanel Topic: Why Investing in Diversity\, Equity and Inclusion Pays Off\n(Course # 387097)\nProgram Overview\nTo encourage a culture of inclusion that allows a diverse population to move along all lines of leadership\, encourages innovation and results in measurable revenue growth. \n  \nPanel Moderator\n\nJaclyn Lee\, GPHR\, SHRM-SCP\, MS  \nJaclyn Lee\, a 2018 Outstanding 50 Asian Americans in Business Honoree\, is a Diversity\, Equity\, Inclusion (DEI) Advocate\, Change Enablement Champion\, and Business Strategist who works with leading enterprises around the globe to create high-impact and sustainable changes in workplaces and communities. In 2020\, Jaclyn founded D-I-C-E Consulting and iHub at D-I-C-E to bring her significant experience and leadership to companies looking to foster an inclusive and engaging culture. Her experience includes key leadership roles with AIG\, MassMutual\, MetLife\, Arthur Andersen Business Consulting\, and Evergreen. She currently co-chairs the Diversity & Inclusion Committee of the SHRM0NJ Chapter. Jaclyn earned an MS in Management from the University of Wisconsin – Madison and is a certified Global Professional in Human Resources (GPHR) and a Senior Professional with the Society of Human Resources Management (SHRM-SCP). She completed the Diversity and Inclusion Executive Program for HR professionals at Cornell University in 2020. Read More \nPanelists\n \nEmily Santanelli\nVice President\, USI Insurance Services\, Inc \nEmily is a Vice President & Consultant in the Rancho Cordova\, CA office.  She has over a decade of experience in the wellness industry and employee benefits sphere.  Her focus is on partnering with clients to help identify and implement long-term cost control measures\, along with health and wellness strategies and to help curb health care costs.  Emily hopes to build long-lasting\, service-oriented relationships with each client\, understanding their unique needs. Read More \n  \n  \n \nMelveen Stevenson\nCEO and founder of M.S.Elemental \nMelveen Stevenson is the CEO and founder of M.S.Elemental\, a human resources and business advisory firm. As a certified HR professional with a background in accounting and finance\, she helps companies to navigate the human resources “jungle” of compliance\, human capital\, and leadership challenges. By using an encompassing business approach\, she helps to strengthen the infrastructure of organizations from the inside out\, specifically through leadership development\, operations\, training\, employee engagement\, and coaching. Read More \n  \n \nCathy Rodriguez Aguirre\nPresident & CEO for the Sacramento Hispanic Chamber of Commerce\n \nCathy is the President & CEO for the Sacramento Hispanic Chamber of Commerce\, one of the largest and most influential Latino organizations in the region. She currently serves on the Boards of the UC Davis California Aggie Alumni Association and Cristo Rey High School. Most recently\, she was awarded by the California Hispanic Chambers of Commerce the 2021 “Chamber Executive of the Year.”  She has been recognized by the Sacramento Business Journal as a 2021 “Most Admired CEO-Association” recipient\, and a 2016 “Women Who Mean Business Recipient”. Read More \n  \n \nDana Almora\nCorporate Training Director of PRIDE Industries\n \nDana Almora serves as PRIDE Industries Corporate Training Director. With more than twenty years of experience in the industry and nine years with PRIDE Industries. Dana and her team of trainers and instructional designers\, oversees design\, planning and implementation of all corporate training programs aligned with the objectives and strategies of PRIDE Industries.  In her professional training career\, she has been successful in applying blended instructional design techniques and methodologies using multiple virtual and face-to-face delivery methods. She has delivered hundreds of classes in areas including professional development\, leadership development\, management training programs\, performance management\, and human resource policy training. Read More URL:https://cahip-norcal.org/event/2022-april-lunch-learn/ LOCATION:Virtual Event CATEGORIES:Member Lunches,Virtual ATTACH;FMTTYPE=image/jpeg:https://cahip-norcal.org/wp-content/uploads/2022/01/SAHU-April-Event-Cover_2022.jpg ORGANIZER;CN="CAHIP Northern California":MAILTO:info@cahip-norcal.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20220323T120000 DTEND;TZID=America/Los_Angeles:20220323T131500 DTSTAMP:20260505T095807 CREATED:20220308T184330Z LAST-MODIFIED:20220309T185600Z UID:10000089-1648036800-1648041300@cahip-norcal.org SUMMARY:March Legislative Event DESCRIPTION:Join us for the virtual lunch & learn presentation on March 23rd\, 2022 @ 12 PM \n“ANNUAL LEGISLATIVE REVIEW 2021-2022  (Course # 386483) \nPanel Topic: Legislative Update Post-DC Capitol Conference\nProgram Overview\nDawn McFarland\, VP of Legislation for our State chapter\, CAHIP\, will be joining us for a candid conversation on how CAHIP maintains Legislative relationships\, how those relationships give us a voice in shaping healthcare policy\, and how YOU can help. \nAbout the Speaker\nDawn McFarland is the Founder and President of M & M Benefit Solutions Insurance Services.  She has found a passion as an agent who helps individuals\, especially Medicare eligible\, navigate choosing how they receive their health care.  Dawn currently serves as the VP of Legislation for the State of CA Association of Health Underwriters\, on the Medicare Advisory Council for NAHU\, the National arm of the Association of Health Underwriters\, and is a member and Past President of the LAAHU board of directors.  Dawn is the proud recipient of the NAHU Distinguished Service Award 2021. \nYou can connect with Dawn on social media or visit www.mnmbenefitsolutions.com. URL:https://cahip-norcal.org/event/march-legislative-event/ LOCATION:Virtual Event CATEGORIES:Member Lunches,Virtual ATTACH;FMTTYPE=image/jpeg:https://cahip-norcal.org/wp-content/uploads/2022/03/SAHU-Event-Covers_March-2022.jpg ORGANIZER;CN="CAHIP Northern California":MAILTO:info@cahip-norcal.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20220216T120000 DTEND;TZID=America/Los_Angeles:20220216T130000 DTSTAMP:20260505T095807 CREATED:20220128T201225Z LAST-MODIFIED:20220204T191940Z UID:10000120-1645012800-1645016400@cahip-norcal.org SUMMARY:February Coffee Chat DESCRIPTION:Join us for the virtual lunch & learn presentation on February 16\, 2022 \n **A Zoom link will be provided on your event ticket** \nJoin us for this FREE legislative update\, covering current legislation that affects you as an agent and your clients. \nSpeakers\nCarmen Perea\nSAHU President\nCarmen Perea has been a member of the Sacramento Association of Health Underwriters for years and has served on the Board as the Secretary/Treasurer Chair (2019-2020).  She regularly attends and participates in local\, state\, and national conventions to help her stay current on the latest employee benefits laws and regulations Read More \n  \nDave Fear Jr.\nLegislative Chair\nProfessionally\, David has served as the President of the California Association of Health Underwriters 2018-2019.  He is a former President of the Sacramento Association of Health Underwriters 2010-2012 and he served as the CAHU Membership Chair in 2012-2014 and CAHU Legislative Chair 2014-2017. Read More URL:https://cahip-norcal.org/event/february-coffee-chat/ LOCATION:Virtual Event CATEGORIES:Member Lunches,Virtual ATTACH;FMTTYPE=image/jpeg:https://cahip-norcal.org/wp-content/uploads/2022/01/SAHU-Event-Cover-February-Coffee-Chat.jpg ORGANIZER;CN="CAHIP Northern California":MAILTO:info@cahip-norcal.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20220119T120000 DTEND;TZID=America/Los_Angeles:20220119T131500 DTSTAMP:20260505T095807 CREATED:20211217T185524Z LAST-MODIFIED:20220114T195800Z UID:10000091-1642593600-1642598100@cahip-norcal.org SUMMARY:2022 Employee Benefit Trends DESCRIPTION:Join us for the virtual lunch & learn presentation on January 19\, 2022 \n **A Zoom link will be sent the day before the event.** \n  \nPresentation Topics: \n\n2022 Employee Benefit Trends\nTransparency\nBundling of programs’\nOne stop for flex and Voluntary\nPlatforms and Digitalization\n\n  \nSpeaker Bio \nKerrigan R. Kahl\nManaging Partner\nChimienti & Associates\nKerrigan Kahl joined U.S. Employee Benefits Services Group’s partner firm\, Chimienti & Associates\, in September 2019 as Managing Director and assumed the role of Managing Partner in January 2020. With a specialization in worksite benefits management\, he is also focused on creating growth through the addition of core benefit offerings to existing clients. \nKerrigan started his insurance journey in 1979\, after graduating from college with a degree in Business Administration and minor in marketing. Education continues to be a very important aspect of Kerrigan’s growth and expertise in the Employee Benefit world\, having attained numerous industry certifications: Registered Health Underwriter\, Registered Employee Benefit Consultant\, Advanced Certified Benefit Consultant\, Certified Corporate Wellness Specialist\, Certified Health Coach\, and Certified Identity Theft Risk Management Specialist. \nOver the years Kerrigan has developed a very broad diversification and understanding of Employee Benefits. He started his career in the life insurance industry with Mutual Benefit Life\, and then with John Hancock. From there he moved into the Employee Benefit market with Keenan and Associates\, as Vice President\, running their Central Valley divisions for School\, Joint Power Authorities\, Trust\, and Cities. He later transitioned from the broker/consulting field to the carrier side\, starting with Delta Dental of California\, where he led a sales team in the Central Valley. Following that\, Kerrigan was the Western Regional Director at Ameritas\, where he managed a sales team for Northern California. URL:https://cahip-norcal.org/event/2022-january-lunch-learn/ LOCATION:Virtual Event CATEGORIES:Member Lunches,Virtual ATTACH;FMTTYPE=image/jpeg:https://cahip-norcal.org/wp-content/uploads/2021/12/SAHU-Event-Covers_January-2022_v2.jpg ORGANIZER;CN="CAHIP Northern California":MAILTO:info@cahip-norcal.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20211117T120000 DTEND;TZID=America/Los_Angeles:20211117T131500 DTSTAMP:20260505T095807 CREATED:20211013T185430Z LAST-MODIFIED:20211105T161756Z UID:10000117-1637150400-1637154900@cahip-norcal.org SUMMARY:November Lunch & Learn: New and Emerging Benefits DESCRIPTION:Join us for the virtual lunch & learn presentation on November 17\, 2021 \n **A Zoom link will be sent the day before the event.** \n  \nPresentation Topic: New and Emerging Benefit Trends in Employee Benefits– Panel Discussion with Health Advocate\, Genomic Life\, and GetPeanutButter \nJoin us for a panel discussion with three benefit programs available to help your small and mid-market clients address the benefit needs associated with addressing employee financial security\, health advocacy & wellness\, and improving health outcomes.  Our panelists will provide a brief background on their companies\, what brought their programs into the market\, where they are today\, and where do they see themselves in the future.  We hope you will join us to learn more about the programs and how they can help you and your clients! \n  \nPanelists \n\nNick Bellanca\, Executive VP Group Benefits\, Genomic Life\nJoseph Kwasniewski\, Executive VP Group Sales\, GetPeanutButter\nTyler Connaughton\, VP Sales West\, Health Advocate\nSue Earley\, Director of Well-Being\, Health Advocate URL:https://cahip-norcal.org/event/november-lunch-learn-new-and-emerging-benefits/ LOCATION:Virtual Event CATEGORIES:Member Lunches,Virtual ATTACH;FMTTYPE=image/jpeg:https://cahip-norcal.org/wp-content/uploads/2021/10/SAHU-November2021.jpg ORGANIZER;CN="CAHIP Northern California":MAILTO:info@cahip-norcal.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20211020T120000 DTEND;TZID=America/Los_Angeles:20211020T131500 DTSTAMP:20260505T095807 CREATED:20210909T215024Z LAST-MODIFIED:20211028T174339Z UID:10000116-1634731200-1634735700@cahip-norcal.org SUMMARY:October Lunch & Learn: Simple Technology Hacks to Improve Agency Productivity with Tom Avery DESCRIPTION:Join us for the virtual lunch & learn presentation on October 20\, 2021. Our October guest speaker is Tom Avery\, Founder & CEO of Signal Sync \n **A Zoom link will be sent the day before the event.** \n  \nPresentation Topic: Simple Technology Hacks to Improve Agency Productivity\n  \nSpeaker Bio:\n\nTom Avery is the Founder & CEO of Signal Sync\, An insurance industry SaaS and agency automation solution designed for the independent agency. Tom is also the Founder & CEO of Innovative Broker Services\, an independent boutique brokerage company located in Folsom CA. Tom writes about the many challenges being faced by today’s agencies and has developed Signal Sync to overcome these challenges. Tom is frequently interviewed by national and local news publications and in 2017 was the featured cover story in Employee Benefit Advisor magazine discussing innovations in agency technology. \nQualifications:\nAugust 2021 – Benefit Pro Conference\, Speaker\, Technology hacks to improve agency productivity\nMarch 2019 – Present\, Founder of Signal Sync – An insurance industry SaaS and agency automation solution designed for the independent agency.\nJuly 2005 – Present\, Owner of Innovative Broker Services\, a boutique Employee Benefits agency located in Folsom CA. Awarded a Top 10 Employee Benefit Agency for 12 consecutive years\, Sacramento Business Journal.\n2021 – Began monthly editorial for Benefits Pro Magazine regarding agency operations and key issues facing agencies\nAvery Featured Cover Story – The Inventor\, Employee Benefit Advisor Magazine April/May 2017\nAvery – 10 benefit industry trendsetters to watch in 2016\, Employee Benefit Advisor \n  \n  \nCourse Details:\nCourse Number: 386406 \nThis session will explain how agencies have increased their productivity by using simple technology hacks. We will dissect the costly trade-offs suffered by many agencies on their quest to find the perfect technology solution (spoiler alert – it doesn’t exist). Additionally\, we will also break down why technology is more critical than ever\, why finding the right solution is so difficult\, and lay out an easy-to-follow path leading to improved technology results for your agency. \n  \nLearning Objectives/Key Takeaways: \n\nEasy to implement technology ideas and hacks to improve productivity today.\nClarity on what to look for\, and avoid\, when searching for a new technology solution.\nHow to set realistic\, and achievable\, operational goals supported by technology.\nInsights as to the coming technology trends specific to agency operations. URL:https://cahip-norcal.org/event/october-lunch-learn/ LOCATION:Virtual Event CATEGORIES:Member Lunches,Virtual ATTACH;FMTTYPE=image/jpeg:https://cahip-norcal.org/wp-content/uploads/2021/09/SAHU-Oct20th-2021-Event-Cover.jpg ORGANIZER;CN="CAHIP Northern California":MAILTO:info@cahip-norcal.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20210915T180000 DTEND;TZID=America/Los_Angeles:20210915T200000 DTSTAMP:20260505T095807 CREATED:20210818T172528Z LAST-MODIFIED:20210825T215245Z UID:10000115-1631728800-1631736000@cahip-norcal.org SUMMARY:September Mixer at Urban Roots Brewing DESCRIPTION:Join for our FIRST IN-PERSON mixer since 2020 with SAHU at\nUrban Roots Brewery & Smokehouse\nWednesday\, September 15\, 2021 from 6 – 8 PM\nGuest Speaker: Brad Davis of WSR Insurance and current CAHU President\n**LIMITED SEATS AVAILABLE** \nGet your tickets now to join us at this happy hour event! Ticket includes admission & light refreshments for attendees. \n  \nGuest Speaker Topic: Insurance Agency Management\n  \nGuest Speaker Bio:\n \nBrad Davis has worked in the health insurance industry since 2006. At WSR Insurance\, he focuses on employee benefits strategies for small to mid-size companies with an emphasis on Agribusiness\, CPA’s\, Transportation\, and Manufacturing. \nBrad is a sought-after speaker and CE instructor for associations\, chamber groups\, and health insurance agents. He speaks on healthcare reform\, motivational sales\, and citizen lobbying. \nAs former President of the Sacramento chapter of NAHU\, and the current President for the California Association of Health Underwriters (CAHU)\, he has been recognized for legislative excellence and earned 3-time Broker of the Year. He volunteers his time on various non-profit boards that focus on children and community. He majored in Government & Economics at Cornell University and graduated with honors from the University of San Francisco. \nA Southern California native\, Brad moved to Northern California in 2002. He and his wife Rachel are currently raising their two children in the Sacramento area. \n  URL:https://cahip-norcal.org/event/september-mixer-at-urban-roots-brewing/ LOCATION:Urban Roots Brewing & Smokehouse\, 1322 V Street\, Sacramento\, CA\, 95818\, United States CATEGORIES:Member Lunches,Press Release ATTACH;FMTTYPE=image/jpeg:https://cahip-norcal.org/wp-content/uploads/2021/08/Sept-Speaker-Event-Brad-Davis-Mixer.jpg ORGANIZER;CN="CAHIP Northern California":MAILTO:info@cahip-norcal.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20210818T120000 DTEND;TZID=America/Los_Angeles:20210818T131500 DTSTAMP:20260505T095807 CREATED:20210729T193838Z LAST-MODIFIED:20210830T193833Z UID:10000114-1629288000-1629292500@cahip-norcal.org SUMMARY:August Lunch & Learn: Executive DI with Iain MacDonald\, dibrokerWest DESCRIPTION:Join us for this virtual lunch & learn presentation on August 18\, 2021. Our August guest speaker is Iain MacDonald\, Regional Director of Sales for dibrokerWest in Northern California. \n **A Zoom link will be sent the day before the event.** \n  \nPresentation Topic: Executive Disability Insurance: Leveraging Executive DI to Properly Cover Highly Compensated Executives & Owners\nLearn how executive DI works with income protection solutions for the highly compensated. \n  \nSpeaker Bio:\n \nIain MacDonald is the Regional Director of Sales for dibrokerWest in northern California. He is utilizing nearly 15 years in financial services to help financial planners and insurance agents provide income protection solutions to their clients. His background in personal production has given him a unique perspective as a wholesaler who is able to assist producers in presenting and implementing disability insurance products to the executive and business owner markets. \nIain holds the Chartered Life Underwriter® designation and is a past president of NAIFA Greater Bay Area. He was born and raised in Seattle\, Washington\, and relocated to the San Francisco Bay area in 2013 to build the dibrokerWest office from scratch. \nIn his spare time he enjoys chasing his identical twin nephews and niece around in Scottsdale\, AZ. He never misses and opportunity to travel home to Seattle and watch his Seahawks at Lumen Field. Go HAWKS! \n  \nCourse Details:\nDOI Approved Course Number: CE # 386201 \n\nIntroduction & Review Course Objectives\nIncome Protection Issues Facing Highly Compensated Executives & Owners\nIdentifying Gaps & Implementing Solutions\nThe Suite of Products Available for the Highly Compensated\n\n  URL:https://cahip-norcal.org/event/august-lunch-learn/ LOCATION:Virtual Event CATEGORIES:Member Lunches,Press Release,Virtual ATTACH;FMTTYPE=image/png:https://cahip-norcal.org/wp-content/uploads/2021/07/COPY-Aug-2021-Speaker-Event.png ORGANIZER;CN="CAHIP Northern California":MAILTO:info@cahip-norcal.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20210616T120000 DTEND;TZID=America/Los_Angeles:20210616T131500 DTSTAMP:20260505T095807 CREATED:20210315T224930Z LAST-MODIFIED:20210607T183517Z UID:10000108-1623844800-1623849300@cahip-norcal.org SUMMARY:Lunch & Learn with David Fear\, Sr. DESCRIPTION:Join us for this virtual presentation with David Fear\, Sr.\, a partner and consultant in the firm of Shepler & Fear\, a division of Dickerson Insurance Services. \n **A Zoom link will be sent the day before the event.** \n  \nPresentation Topic: HRA’S 201 – An In-Depth Review of Health Reimbursement Agreements\nGet the view from the top with this special presentation from award-winning broker David Fear Sr.\, Partner and Consultant in the firm of Shepler & Fear\, a division of Dickerson Insurance Services and former CAHU/NAHU president. \n  \nSpeaker Bio:\n \nDavid is a partner and consultant in the firm of Shepler & Fear\, a division of Dickerson Insurance Services\, an Alera Group Company. Working in the employee benefits industry since 1979\, David’s focus has been in alternative funding\, flexible benefit plans and group purchasing arrangements. Dave is a longtime member of the National Association of Health Underwriters (NAHU)\, served in various volunteer capacities at the national\, state and local levels representing our industry on legislative affairs. Dave served as the President of CAHU in 1998/1999\, President of NAHU in 2006/2007 and was the recipient of the industry’s highest honor\, the Harold R. Gordon Memorial Award as Health Insurance Person of the Year. \n  \nCourse Details:\nDOI Approved Course Number: CE #321350 \n\nSelecting Your HRA Administration\na. Provider Services: cost\, service\, mobile app\, website\, debit card\, enrollment support (flyers\, videos\nfor employee ed.\, SBC\, SPD\, employer cost reports\, funding options\, annual notices)\nb. Carrier and other service integrations (payroll\, COBRA\, FLEX\, LPFSA)\nStructuring Your HRA\na. Basic vs Advanced Structured HRA’s\nb. Coinsurance/Copay\, after deductible HRAs\, open HRA (medical\, dental\, vision)\nImportance of Education\na. Importance of why\nb. Importance of substantiation – I think there are some stereotypes that exist with employers\, we\nneed to get HR past them\nSituations When You May Choose One or the Other\na. Couple of case studies or examples\n\n  URL:https://cahip-norcal.org/event/lunch-learn-with-david-fear/ LOCATION:Virtual Event CATEGORIES:Member Lunches,Press Release,Virtual ATTACH;FMTTYPE=image/png:https://cahip-norcal.org/wp-content/uploads/2021/03/SAHU-Event-Cover.png ORGANIZER;CN="CAHIP Northern California":MAILTO:info@cahip-norcal.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20210421T120000 DTEND;TZID=America/Los_Angeles:20210421T131500 DTSTAMP:20260505T095807 CREATED:20210315T223009Z LAST-MODIFIED:20210419T231255Z UID:10000107-1619006400-1619010900@cahip-norcal.org SUMMARY:Lunch & Learn with Allan Rahn DESCRIPTION:Join us for this virtual presentation by Allan Rahn\, Management & Business Consultant and Executive Leadership Coach. \n**A Zoom link will be sent the day before the event.** \n  \nSponsored By \n \n  \nPresentation Topic: More Business Disruption Ahead – How to Refresh your Brand and Create Demand for an Ever-Changing Audience \nWhat we’ll cover: \n\nTop-of-mind concerns and challenges of business leaders and the future of work.\nResearch on what’s most important to employee benefits buyers\, what they expect from their brokers and what would make them change brokers.\nHow to optimize your value proposition in this cluttered field – whether you’re an independent broker\, a regional agency\, or representative of a statewide or multi-state firm.\nThe best multi-channel marketing practices that generate client demand.\nA live review of a volunteer SAHU member’s LinkedIn profile for areas that we can all optimize to improve our digital identity.\nWe’ll close with a proven daily exercise used by top CEO’s and business leaders around the globe that can drive measurable improvements in your efforts in just two weeks.\n\n  \nSpeaker Bio: \nAllan is the founder of The Leader’s Pulse\, a management consultancy that works with individuals and executives\, businesses\, corporations and philanthropies to address critical leadership and/or business problems for which they don’t have the internal resources\, talent or time. The Leader’s Pulse focuses accelerating the desired achievement with long term\, positive change and results on the five key areas for an individual’s or business’s success – leadership\, strategy\, brand\, marketing and sales. \nAllan integrates his nearly three decades of successful executive leadership experience in marketing and sales with personalized improvement strategies\, leadership style development\, conflict control techniques\, 360-degree feedback\, wellness\, and numerous credentialed executive and team engagement systems in his mission to help individuals clarify and achieve their purpose in business\, work and life. \n  \n  \n  \nCourse Details \nCourse Title: TBD URL:https://cahip-norcal.org/event/lunch-learn-allan-rahn/ LOCATION:Virtual Event CATEGORIES:Member Lunches,Press Release,Virtual ATTACH;FMTTYPE=image/png:https://cahip-norcal.org/wp-content/uploads/2021/03/SAHU-_-Event-Cover-6.png ORGANIZER;CN="CAHIP Northern California":MAILTO:info@cahip-norcal.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20210421T100000 DTEND;TZID=America/Los_Angeles:20210421T110000 DTSTAMP:20260505T095807 CREATED:20210323T005642Z LAST-MODIFIED:20210414T195608Z UID:10000109-1618999200-1619002800@cahip-norcal.org SUMMARY:SAHU Coffee Chat DESCRIPTION:Join us for a special Coffee Chat on Wednesday\, April 21 at 10:00 AM PST\n  \nTopics:\n\nAnnual Legislative Visits with our Local Congressional Representative\nMedicare-related Issues\nPublic Option/Medicare for All\nStabilizers in the Individual & Employer Markets\nCOVID-19 Relief\nThe Role of the Agent/Advisor\n\n  \nGuest Speakers:\n\nDavid Fear\, Sr.\nBrad Davis\nConnie Correia\nCarmen Perea\nRosamaria Marrujo\nConnor Deck\n\n  \nFree for SAHU Members\nOnly $25 for Non-Members URL:https://cahip-norcal.org/event/sahu-coffee-chat/ LOCATION:Virtual Event CATEGORIES:Member Lunches,Press Release,Virtual ATTACH;FMTTYPE=image/png:https://cahip-norcal.org/wp-content/uploads/2021/03/SAHU-_-Event-Cover-7.png ORGANIZER;CN="CAHIP Northern California":MAILTO:info@cahip-norcal.org END:VEVENT END:VCALENDAR