CAHIP NorCal

February Coffee Chat
2022-02-16 12:00 - 13:00 (America/Los_Angeles) | Virtual Event
Join us for the virtual lunch & learn presentation on February 16, 2022
**A Zoom link will be provided on your event ticket**
Join us for this FREE legislative update, covering current legislation that affects you as an agent and your clients.
Speakers
Carmen Perea
SAHU President
Carmen 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

Dave Fear Jr.
Legislative Chair
Professionally, 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

November Lunch & Learn: New and Emerging Benefits
2021-11-17 12:00 - 13:15 (America/Los_Angeles) | Virtual Event
Join us for the virtual lunch & learn presentation on November 17, 2021
**A Zoom link will be sent the day before the event.**

Presentation Topic: New and Emerging Benefit Trends in Employee Benefits– Panel Discussion with Health Advocate, Genomic Life, and GetPeanutButter
Join 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!

Panelists

Nick Bellanca, Executive VP Group Benefits, Genomic Life
Joseph Kwasniewski, Executive VP Group Sales, GetPeanutButter
Tyler Connaughton, VP Sales West, Health Advocate
Sue Earley, Director of Well-Being, Health Advocate

September Mixer at Urban Roots Brewing
2021-09-15 18:00 - 20:00 (America/Los_Angeles) | Urban Roots Brewing & Smokehouse, 1322 V Street, Sacramento, CA, 95818, United States
Join for our FIRST IN-PERSON mixer since 2020 with SAHU at
Urban Roots Brewery & Smokehouse
Wednesday, September 15, 2021 from 6 – 8 PM
Guest Speaker: Brad Davis of WSR Insurance and current CAHU President
**LIMITED SEATS AVAILABLE**
Get your tickets now to join us at this happy hour event! Ticket includes admission & light refreshments for attendees.

Guest Speaker Topic: Insurance Agency Management

Guest Speaker Bio:

Brad 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.
Brad 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.
As 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.
A 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.

CAHU Medicare Expo
2021-08-26 - 2021-08-28 | Virtual Event
*REGISTER NOW!*
CAHU Medicare Expo: Unmasking Medicare

A Virtual Conference Event

Coming on August 26 – 27, 2021
Click to Download a Larger Version
Working Agenda
Click to Download Larger Version
Thank You to Our Partners

SAHU 2021 Business Expo
2021-07-29 08:00 - 14:30 (America/Los_Angeles) | Virtual Event
*REGISTER NOW!*
The 2021 SAHU Business Expo

A FREE Virtual Conference Event

Coming on July 29, 2021
from 8:00 AM – 2:30 PM PST

Brought you in part by

Attendance is FREE – Click to Register Now!

Join the 2021 SAHU Business Expo
Get Access to Important Updates & Keynote Features
Online Booths with Sponsors & Exhibitors
Networking with Leading Industry Professionals
Raffles & Prizes for Attendees

Sponsorship opportunities available (click here for more information)

Join the virtual conference here on the 2021 Expo site

SAHU Coffee Chat
2021-04-21 10:00 - 11:00 (America/Los_Angeles) | Virtual Event
Join us for a special Coffee Chat on Wednesday, April 21 at 10:00 AM PST

Topics:

Annual Legislative Visits with our Local Congressional Representative
Medicare-related Issues
Public Option/Medicare for All
Stabilizers in the Individual & Employer Markets
COVID-19 Relief
The Role of the Agent/Advisor

Guest Speakers:

David Fear, Sr.
Brad Davis
Connie Correia
Carmen Perea
Rosamaria Marrujo
Connor Deck

Free for SAHU Members
Only $25 for Non-Members

March Lunch - Scott E. Galbreath
2021-03-17 12:00 - 13:15 (America/Los_Angeles) | Virtual Event
Join us for this virtual presentation by Scott E. Galbreath, J.D., LL.M. **A Zoom link will be sent the day before the event.**
Presentation Topic: Retirement Plans Update: SECURE Act, CARES and CalSavers

Expand your professional knowledge with Scott Galbreath J.D. LLM, who leads the benefit practice for Murphy Austin LLP. Scott will be providing an update on the SECURE Act, CARES Act, new/pending legislation, the new administration and CalSavers, California’s new mandated payroll deduction IRA savings plan for employers not otherwise providing employees with a retirement plan. Learn more about what is impacting your client’s benefit coverage that you may not realize due to federal and state legislation.

Speaker Bio:
Scott E. Galbreath, J.D., LL.M., leads the Employee Benefits and Executive Compensation Practice Team at Murphy Austin. He has more than 30 years of experience representing employers in ERISA, employee benefits, and executive compensation matters. Scott also practices in the areas of tax, estate planning, business and nonprofit law.
Scott’s benefits practice includes counseling for-profit, tax exempt and governmental clients on all aspects of employee benefits; choosing appropriate retirement, deferred compensation, equity compensation, cafeteria and other health and welfare benefit plans; and using benefits to attract and retain key executive and management employees. Scott has earned his certification as a specialist in Taxation Law by the State Bar of California Board of Legal Specialization. He was recognized as an Illinois Leading Lawyer in Employee Benefits in 2006 by the Leading Lawyer Network Top Lawyer for Employee Benefits, and on the 2015-2017 and 2020 lists published by Sacramento Magazine. Since moving to California he has served as Chair of the Sacramento County Bar Association’s Tax Section, President of the Sacramento Chapter of the Western Pension & Benefits Council, board member of the Sacramento Chapter of the National Institute of Pension Administrators and is currently the President of the Chapter. He is also author of Murphy Austin’s The Benefit of Benefits blog, which is an online resource for information and commentary on new legislative, regulatory, and industry developments in employee benefits and executive compensation.
Course Details
Course Title: BENEFIT LAW UPDATE: SECURE ACT, CARES AND CALSAVERS
Course Number: 385286
Course Category: Accident and Health
Credit Hours: 1.00

Crab Feed COVID Style – Steak & Shrimp – Yeehaw!
2021-03-05 17:00 - 19:00 (America/Los_Angeles) | Texas Roadhouse, 6309 Sunrise Blvd, Citrus Heights, CA, 95610, United States
SAHU 21st Annual Crab Feed & First-Ever Virtual Event:

Watch the Recap Here

Join the Sacramento Association of Health Underwriters (SAHU) and the local community for our first ever virtual, COVID-style Crab Feed! Drive-through in COVID-19-safe fashion as we serve you a gourmet NON-CRAB dinner to-go from Texas Roadhouse (full menu below). This year’s theme is “Western” and all attendees are encouraged to dress up in their best western attire.

Bid in our Online Auction to win exclusive prizes! This year’s prizes include a vacation getaway, private Giants pro player baseball clinic, VIP museum tour and more!

Part of the proceeds from the Crab Feed will benefit local charitable organizations across the Sacramento region.

Online Auction – ENDED

The Online Auction was held February 26th 8:00 AM – March 3rd midnight. Prizes included exclusive tours, wine tastings, vacation getaways and more!
Watch the Auction Recap Here

Menu
Entree
Steak & Grilled Shrimp
Sides
Mashed Potatoes
Corn
House Salad
Fresh Baked Bread w- Honey Cinnamon Butter
Dessert
Brownies

Thank You to Our 2021 Sponsors!
Sponsorship opportunities are still available – click below to join now.
>>Become a Sponsor Now
Event Sponsor

Auction Sponsor – OPEN

Social Media Sponsor

Program Sponsor – OPEN

Turf Sponsors

(spots available)

Surf Sponsors

(spots available)

ICHRA 101
2021-02-17 12:00 - 13:15 (America/Los_Angeles) | Virtual Event
Join us for this virtual presentation by Carolyn McNairy. **A Zoom link will be sent the day before the event.**
Learn the fundamentals of the newest form of HRA – the Individual Coverage Health Reimbursement Account [ICHRA] and how this can fit within your business practice. An ICHRA can be an attractive benefit addition for employers of all sizes and work as an alternative to a traditional group health plan option for certain classes of employees. Join us and Carolyn to learn more about this new innovative form of Health Reimbursement Account!
This is a DOI Approved Course (#383624)
Speaker Bio:
Carolyn McNairy serves as TASC’s Compliance Service Vice-President of Sales and has been in the employee benefit and administration business since 1978. Carolyn’s primary responsibility is for the training and development of TASC’s Group SalesForce and TASC Distribution Channel Partners to increase their product knowledge of ERISA, FMLA, and COBRA. She serves as the TASC – ERISA Compliance officer working with internal staff as well as TASC legal counsel on TASC compliance issues and opportunities. She is responsible for marketing TASC’s services and for the implementation and compliance of Section 105-HRA, Section 125-FSA, HSA, COBRA, FMLA, and ERISA.
Carolyn is an active member of the National Association of Health Underwriters (NAHU), as well as the Employers Council on Flexible Compensation (ECFC), a non-profit organization dedicated to the maintenance and expansion of private employee benefit programs on a tax-advantaged basis.

Key Drivers of Successful Agencies in Today’s Industry
2021-01-20 12:00 - 13:15 (America/Los_Angeles) | Virtual Event
Join us for this virtual presentation by Perry Braun. **A Zoom link will be sent the day before the event.**
Advisors’ business models continue to change and evolve and to be successful in the future it is important to change their business model and evolve from simply focusing on benefits (benefits advisor) to focusing on their client’s business (business advisor). How to avoid risk, how to structure benefit plans, and where to invest their limited capital wisely are what an advisor performs as a service, but again the objective measure of success between an advisor and client is how that advisor is contributing to assisting their client build a sustainable business. The pathway forward is integrating strategies that lead to a healthier business, people, and culture.
Speaker Bio:
Perry S. Braun has more than 25 years of experience in the employee benefits and healthcare industry. As Executive Director of Benefit Advisors Network (BAN), Perry is responsible for assisting employee benefit brokerage firms with improving their performance and profitability through best practice learning, knowledge sharing, proven growth strategies, and enhanced operating efficiencies. Prior to his current positions, Perry was Vice President of Sales and Customer Relations at Medical Mutual of Ohio and served as Vice President and Chief Operating Officer at Consortium Health Plans. He also held senior-level positions with Blue Cross Blue Shield of Ohio.
Perry is an accomplished and highly regarded professional with a proven record of identifying and closing market opportunities that lead to increased revenue and market share for agencies. He is a strategic thinker with the ability to forecast market needs, develop new products, find new distribution channels, increase sales, and extend market penetration. If you don’t find him serving members and clients, you’ll probably find him in his kitchen cooking up something creative, fresh, and delicious!

Bring Your Bowl of Chili and Draw with Stacy Ball
2020-12-16 18:00 - 19:00 (Asia/Shanghai) | Virtual Event
**This is a virtual event. The Zoom meeting link will be emailed to you.**
Bring your family (and your bowl of chili) and join SAHU for a fun and creative virtual holiday event with Drawings with Stacey! Drawings are taught in a way that makes it easy for any level of artist! Grab a pencil, eraser, pen to outline with, and your favorite coloring tool and join in on the fun!
Tickets are $25 FOR THE WHOLE FAMILY!
Pay an extra $20 and have a bottle of wine delivered to you!
Stacey Ball, Client Services Manager at Asset Strategies Group, and Part-Time Artist started Draw with Stacey during the quarantine as a way for kids and adults to have a little fun in a creative way and feel connected as part of a community.
Donations go to the: Northern California Alzheimer Association
Event Sponsor – Western Health Advantage
Wine Pull Sponsor – VSP Vision Care | Individual Market Solutions – Monica Spencer
$100 Visa Gift Card Sponsor – Ornellas & Associates – Name pulled at end of the event!

Member Lunch - Scott Diehl
2020-11-18 12:00 - 13:00 UTC | Virtual Event
Insure Like a Leader, Not a Boss (CE Course #384160)
**This is a virtual event. The Zoom meeting link will be emailed to you.**
This course provides a practical guide to becoming the best leader possible – helping those in entry-level roles develop and achieve desired management skills and driving others to improve their leadership. Participants will learn actionable strategies to reprogram team member mindsets, foster a collaborative environment, create and track manageable personal and organizational business goals, build confidence and better work relationships, and become a transformational leader. This course is worth 1 CE credit.
In his management leadership role at Word & Brown, Scott Diehl oversees software and insurance product strategy, including identification of market trends as well as consumer and broker demands in the health insurance marketplace. He manages the strategic product roadmap for Word & Brown and all aspects of software and product development, including conception, evolution, launch, release management, and provides strategic guidance by overseeing the design, development, and execution of personalization technology to deliver best-in-class customer experience. Prior to joining Word & Brown, Scott worked as both an independent broker and on the carrier-side as an Account Manager.

Event sponsored by Word & Brown.

Member Lunch - Glen Drouin
2020-10-21 12:00 - 13:00 UTC | Virtual Event
Ten Most Talked About HR Topics (CE Course #383694)
**This is a virtual event. The Zoom meeting link will be emailed to you.**
This month’s course focuses on two important factors brokers need to know to help guide our clients as well as steps you may need to consider internally for your workforce. The first part of the course will cover the Business Action Steps For COVID-19, including how to keep employees safe in a COVID-19 workplace and the various related procedures. The second part covers the Top 10 Most Talked About HR Topics CA: wage & hour, employee classification, OSHA, harassment and other CA labor laws. This course is worth 1 CE credit.

Glen had a 13-year career with his family owned business and followed that up with a 20-year career in Human Resources with a national company before starting his own HR consulting firm Harbor HR. Glen’s extensive knowledge and skillset has assisted numerous businesses throughout his 20-year career in Human Resources, employee and management development, and company culture shaping.
Glen enjoys playing ice hockey (go Sharks!), exercising and playing just about any sport. Glen has run the New York City Marathon, twice run the California International Marathon, and countless half marathons (he especially loves and highly recommends the Disneyland half marathon). He loves to laugh, quote movies and always be learning. Glen prides himself on his integrity, loyalty and work ethic and has earned a strong reputation as someone you can trust and rely on. One of Glen’s favorite quotes…“Life’s like a movie, write your own ending.” – Kermit the Frog, The Muppet Movie

2020 Annual Golf Tournament
2020-09-14 09:00 UTC | The Ridge Golf Club, 2020 Golf Course Road, Auburn, CA, 95602, United States
The SAHU Golf Tournament is an annual network event where we also raise money for PAC to help with our legislative efforts. It is fun and popular event that we look forward to every year!
Registration opens at 7:30 AM. Enjoy Breakfast from 7:30 AM – 9:00 AM. Tee Time is 9:00 AM

Sponsors:
Western Health Advantage, Word & Brown, Kaiser Permanente, Heartland Business Systems

August Virtual Member Meeting
2020-08-19 12:00 - 13:00 UTC | Virtual Event
Join us to hear from Brian Skaggs regarding “Insights on Self-Funding and Stop Loss.”
Brian Skaggs is a Sr. Stop Loss Specialist with Sun Life Financial and 14 year veteran in the Employees Benefits industry. He works closely with brokers and clients to provide best in class Medical Stop-Loss coverage for self-funded groups. He is a Certified Self-Funding Specialist and active member of SAHU’s Crab Feed Committee. Brian is a long-time resident of Winters where he lives with his wife and 2 year old daughter, and is surrounded by close family and friends.
*This event is sponsored by Sun Life Financial*
