CAHIP NorCal

SAHU February Member Meeting – Embrace Risk, Manage Change and Laugh Often
2023-02-15 12:00 - 13:00 (America/Los_Angeles) | Virtual Event
Join us for the virtual Member meeting presentation on Wednesday, February 15th, 2023
**A Zoom link will be sent the day before the event.**

Special gift from the speaker for the first 20 registrants!
Course Name: Embrace Risk, Manage Change, and Laugh Often
Discover how to use laughter and creativity when dealing with the seemingly unfunny business of balancing risk and managing change. This will require a new way of navigating the world and drawing on your personal powers of creativity and, yes even your sense of humor. You will learn the motivating forces behind, “how the brain really works,” and see why laughter is considered to be a universal medicine.
Jim will share specific tools and skills to add more laughter and creativity to the workplace for higher productivity and happiness. And most importantly in this session, you WILL Laugh a lot.

Guest Speaker: Jim Pelley

Jim Pelley is Director of Laughter Works Seminars. A professional speaker for the past 35 years Jim has taught people how to put more humor and creativity in their lives to become more creative, more productive, and less stressed!
Jim has left them laughing at more than 3,138 organizations worldwide, including: American Express, Pepsi, Chevron, Placer Title, Walt Disney Company, Ritz Carlton Hotels, Southwest Airlines … and let’s not forget to mention the Casket and Funeral Supply Association of America.
Prior to starting Laughter Works Jim was a contributing writer for the original Saturday Night Live Show, and while at California State University, Sacramento; he developed a Graduate Level course entitled “The Role of Humor in Communication.”
Locally Jim has served as the Chairman of the Folsom Chamber of Commerce. He has also been on the Board of Directors for the Folsom Lake College Foundation, Rotary Club of Historic Folsom Foundation, and the Dignity Health Foundation. He lives in Folsom with his wife Nancy and two yappy-like rescue dogs, Solo and Jawa.

SAHU January Member Meeting – How to Achieve your Goals in the New Year
2023-01-18 12:00 - 13:15 (America/Los_Angeles) | Virtual Event
Join us for the virtual lunch & learn presentation on January 18th, 2023
**A Zoom link will be sent the day before the event.**

Course Name:How to Achieve your Goals in the New Year

About the Speaker
Brenda Byers is a dynamic Business and Success Coach, known as “The Coaches’ Coach.”
Brenda is a mother of three, lifelong entrepreneur, student of Life, lover of God, and lover of people.
She is the founder of Prosper in All Things, Prosper By Design Coach Certification, ProsperTV, and Co-Founder of HisView TV.
Brenda has built multi-million-dollar companies and sales teams and mentored leaders from many walks of life ranging from single moms and budding entrepreneurs to founders of large corporations.
Brenda’s coaching clients increase their income exponentially while learning to live their bliss and serve their communities. She believes God is the business partner of choice and shares cutting-edge science and spiritual wisdom that will set you free and your business soaring. Her biggest passion is to see women prosper in every area of life so they can live out their highest goals, dreams, and desires with passion, peace, and joy.

SAHU September Member Meeting – Best Practices for Insurance Brokers
2022-09-28 12:00 - 13:15 (America/Los_Angeles) | Virtual Event
Join us for the virtual lunch & learn presentation on September 28th, 2022
**A Zoom link will be sent the day before the event.**

Course Name: Best Practices for Insurance Brokers

Program Overview
Best 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.
Best 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.
Meet the Panelists

Christine Glaesman (Moderator)
Independent Health Insurance Agent
Storehouse Insurance Services

Andrea Murphrey
Chartered Benefits Consultant
Capitol Health Management Insurance Solutions
As 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.

Ryan Nuttall
Owner/Broker
Farmers Insurance, Ryan Nuttall Insurance Services
I 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.

Sam Siders
CEO and Trusted Benefits Partner
Siders Insurance Solutions
Sam’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.

Michael Saab
Partner & Benefit Consultant
PWA Insurance Services LLC, an Alera Group Company

Michael 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.

Teri Blake
Regional Sales Manager
The Word & Brown Companies
Teri 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.

CAHIP Virtual Medicare Event
2022-09-21 10:00 - 13:00 (America/Los_Angeles) | Virtual Event
Join Us for this Virtual Event
Featured Speaker
Marcy Buckner, J.D.
Senior Vice President of Government Affairs, NAHU
Marcy M. Buckner, J.D., is the senior vice president of government affairs with NAHU/NABIP. In this role, Marcy manages the association’s government affairs team, including the monitoring of activities of all state legislatures, insurance departments, and intergovernmental organizations to coordinate efforts to advance the interests of professional health insurance producers. In addition, she serves as the association’s liaison to federal agencies such as the Department of Health and Human Services, Centers for Medicare and Medicaid Services, Internal Revenue Service, and the Department of Treasury. Marcy is also the staff liaison to NAHU’s legislative management team, Legislative Council, and Legislative Council working groups.
Marcy received her Juris Doctor from New England School of Law in Boston, Massachusetts, and her Bachelor of Arts degree in Political Science and History from the College of Charleston in South Carolina.
When she’s not in the office or traveling the country speaking at healthcare symposiums, Marcy spends time introducing her rescue Cavalier King Charles Spaniel, Harrison, to city life.
Click to Download the Flyer

Get Tickets Now!

2022 SAHU NorCal Medicare Summit
2022-08-30 17:00 - 2022-08-31 13:45 (America/Los_Angeles) | Hyatt Regency Sacramento, 1209 L Street, Sacramento, CA, 95814, United States
A Hybrid Event – Your ticket includes the reception and virtual event!
Tuesday, August 30th, 2022 @ 5PM – 7PM
Reception Event at the Hyatt Regency in Sacramento:
1209 L Street, Sacramento, CA, 95814
NETWORKING, 50/50 RAFFLE, AND PRIZES

Wednesday, August 31st, 2022 @ 9AM – 1:45PM
Zoom Virtual Training
Zoom Link to be Shared With Attendees

Download the Program

On the Virtual Training Agenda:
9:00 – 9:15 AM
WELCOME FROM SAHU PRESIDENT
9:15 – 10:15 AM
FEDERAL CMS LEG UPDATE (UNDERSTANDING YOUR REQUIREMENTS AS AN AGENT EFFECTIVE 10/1/2022)
CALL RECORDING
DISCLAIMERS FOR MARKETING MA / PDP
10:15 – 11:15 AM
PANEL DISCUSSION: MEDICARE ADVANTAGE
11:15- 12:15 PM
LUNCH BREAK – VISIT EXHIBITORS
12:15 – 1:00 PM
MEDICARE SUPPLEMENT TRAINING ON ENROLLMENT GUIDELINES
Medicare Updates – CE #386379 (1)
1:00 – 1:30 PM
SOCIAL SECURITY – NEW GUIDELINES FOR APPLYING FOR MEDICARE BENEFITS
1:30 – 1:45 PM
CLOSING REMARKS

2022 SAHU Business Expo
2022-07-28 07:30 - 14:30 (America/Los_Angeles) | Citrus Heights Community Center, 6300 Fountain Square Drive, Citrus Heights, CA, 95621, United States
Event Recap

Facing Forward Together: Evolving with the Future of Employee Benefits
Event Sponsored By

Join the 2022 SAHU Business Expo
Get Access to Important Updates & Keynote Features
Booths with Sponsors & Exhibitors
Networking with Leading Industry Professionals
Raffles & Prizes for Attendees

What’s on the Agenda

7:30am
Registration Opens
8:00am
Welcome from the SAHU President
8:10am
Induction of the New Board by Kevin Kiley
8:25am
Western Health Advantage Medicare Sponsor
Denise Gruden
8:30am
CE # 387097: Why Investing in Diversity, Equity and Inclusion Pays off (1 CE)
Lisa Hutcherson
9:30am
CE # 385830: Supporting Well-being in the Changing Workplace (1 CE)
10:25am
Break (Visit sponsor booths)
11:40am
Lunch Break
12:10pm
Word and Brown Speaker Introduction and Sponsor Message
12:20pm
CE # 383129: Organizational Performance Management (1 CE)
Jay Johnson
1:15pm
Break
1:30pm
Ancillary Panel CE # 372431: A new class of employee benefits and why it matters Panel Discussion (1 CE)
Josh Keller – Moderator
Lisa Hutcherson – Panelist
Matt Canis – Panelist
Jake Aguis – Panelist
2:20pm
Raffles and Closing
2:30pm
Network and Drive Home Safe!

Click to Download

Sponsorship Opportunities Available
https://cahip-norcal.org/product/2022-business-expo-sponsorships/

Sponsors
Breakfast Sponsor ($1500)

Lunch Sponsor ($1500)

Keynote Speaker Sponsor ($1500)

Program Sponsor ($1200)

Badge Sponsor

Grand Prize Sponsor

Medicare Sponsor

Exhibitor Booths ($750)

Program Ads Available
Half Page Ad ($400)
Full Page Ad ($200)

NAHU's 2022 National Convention
2022-06-25 - 2022-06-29 | Austin Downtown Marriott, 304 E Cesar Chavez St, Austin, TX, 78701, United States
NAHU’s 2022 National Convention
The Power of Story
Join us June 25 – 28 in Austin TX for NAHU’s Annual Convention.

HIGHLIGHTS

Saturday, June 25: Registration Opens, Level Up Sessions: Meditation – Presented by Naama Pozniak and Burnout Prevention – Presented by Michael Levitt, President’s Welcome Reception, Vanguard Social Event
Sunday, June 26: Opening General Session, Awards Ceremony, Lunch in NAHU Marketplace, Town Hall, Two Professional Development Breakout Sessions, LPRT Event
Monday, June 27: Vanguard Breakfast, Professional Development Breakout Sessions, Lunch in NAHU Marketplace, Gordon Memorial Awards Dinner
Tuesday, June 28: Regional Meetings, House of Delegates, concluding at Noon

Join The Fun
Click here to view the preliminary agenda.
Click here to view the professional development sessions.
Click here for the hotel room block.

Lunch & Learn: Online Collaboration for the Insurance Agent
2022-06-15 12:00 - 13:15 (America/Los_Angeles) | Virtual Event
Join us for the virtual lunch & learn presentation on June 15, 2022
**A Zoom link will be sent the day before the event.**

Course Name: Online Collaboration for the Insurance Agent
Course #385839 (1 Credit)

Program Overview
Insurance agents will gain a better understanding of how to leverage collaboration, and better organize resources, to ensure efficient and effective sales and client service. This course addresses the rapid digitization of all processes as a result of the increasing transition to a work-from-home environment, which will forever change the way insurance professionals work. This course focuses heavily on the presenter’s personal journey as a developing manager; it highlights techniques that have allowed reorganization of a small team to deliver high performance and a continuous expansion of responsibilities without the addition of new resources.

Speaker Bio

Scott Diehl
Vice President of Product & Digital Strategy
The Word & Brown General Agency
In his product and digital 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 marketing to build maximum adoption. Read More

Sacramento Axe-Throwing Health Underwriters
2022-05-26 17:30 - 20:30 (America/Los_Angeles) | The Smart Axe – Rancho Cordova, 11151 Trade Center Dr #106, Rancho Cordova, CA, 95670, United States
Thursday, May 26th, 2022 @ 5:30-8:30pm
Axe Throwing @ 6-8pm

This Event Has Passed! Take a Look at the Fun We Had!

Bonus Content

Hosted at
The Smart Axe – Rancho Cordova
11151 Trade Center Dr #106, Rancho Cordova, CA 95670

Download the Flyer
Sponsor This Event!
Platinum Lumberjacks

Golden Hooligan Hurler

Silver Axe Flippers ($250)

Drink Hammer Toss

Food Truck –Tree Fellers

April Lunch & Learn: Why Investing in Diversity, Equity and Inclusion Pays Off
2022-04-20 12:00 - 13:15 (America/Los_Angeles) | Virtual Event
Join us for the virtual lunch & learn presentation on April 20th, 2022
**A Zoom link will be sent the day before the event.**

Panel Topic: Why Investing in Diversity, Equity and Inclusion Pays Off
(Course # 387097)
Program Overview
To 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.

Panel Moderator

Jaclyn Lee, GPHR, SHRM-SCP, MS
Jaclyn 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
Panelists

Emily Santanelli
Vice President, USI Insurance Services, Inc
Emily 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

Melveen Stevenson
CEO and founder of M.S.Elemental
Melveen 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

Cathy Rodriguez Aguirre
President & CEO for the Sacramento Hispanic Chamber of Commerce

Cathy 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

Dana Almora
Corporate Training Director of PRIDE Industries

Dana 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

SAHU Super Crab Feed 2022
2022-04-08 18:00 - 22:00 (America/Los_Angeles) | Citrus Heights Community Center, 6300 Fountain Square Drive, Citrus Heights, CA, 95621, United States
SAHU 22st Annual Crab Feed:
Join the Sacramento Association of Health Underwriters (SAHU) and the local community for our most Super Crab Feed yet! This year’s theme is “Super Heroes” and all attendees are encouraged to dress up in capes, masks, trunks, and super suits.
Important Update: The Crab Feed Has Been Moved to April 8th, 2022!
Bid in our Silent Auction to win a variety of exclusive prizes!
We are asking for Donations for Live and Silent Auction
Learn More!
If you would like to donate silent auction items including:

Golf Packages
Vacation Type Rentals (2 to 4 days)
Ski Packages
Sports Tickets (Basketball, Football, Baseball, etc.)
Concert Tickets
Wine Tasting Tours
and More!

Submit an Auction Item!
If you would like to donate raffle items including:

Wine
Gift Cards
Gift Baskets
Any Gifts $250 and under

Submit a Raffle Item!
You can also bring your favorite dessert for Auction!
Submit a Dessert!

As with every year, part of the proceeds from the Crab Feed will benefit local charitable organizations across the Sacramento region.
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Thank You to Our 2022 Sponsors!
Sponsorship opportunities are still available – click below to join now.
Become a Sponsor Now
Event Sponsor

Bars Sponsors

Margarita Sponsor

Entertainment Sponsor

Pasta Sponsor – OPEN

Program Sponsor

Photo Booth Sponsor

Dessert Sponsor

Decorations Sponsor – OPEN

Salad Sponsor

Bread Sponsor

Butter Sponsor

Cocktail Sponsor

Coffee & Tea Sponsor

Silverware Sponsor

March Legislative Event
2022-03-23 12:00 - 13:15 (America/Los_Angeles) | Virtual Event
Join us for the virtual lunch & learn presentation on March 23rd, 2022 @ 12 PM
“ANNUAL LEGISLATIVE REVIEW 2021-2022 (Course # 386483)
Panel Topic: Legislative Update Post-DC Capitol Conference
Program Overview
Dawn 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.
About the Speaker
Dawn 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.
You can connect with Dawn on social media or visit www.mnmbenefitsolutions.com.

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

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(spots available)

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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*
