CAHIP NorCal

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

2022 Annual SAHU Golf Tournament
2022-05-20 07:30 - 17:00 (America/Los_Angeles) | The Ridge Golf Club, 2020 Golf Course Road, Auburn, CA, 95602, United States
This Event Has Passed! Take a Look at the Fun We Had!

Winners
Closest to the Pin – Women’s
Brianna Oberle
Closest to the Pin – Men’s
Brian Christy
Longest Drive – Women’s
Sue Wakamoto-Lee
Longest Drive – Men’s
Brian Stenklyft
2nd Place Team
Team of Orlando, Levesque, Williams, Nutter
1st Place Team
Andy Fullerton, Brad Davis, Rhod Ureta

SAHU 2022 ANNUAL GOLF TOURNAMENT
at
THE RIDGE GOLF CLUB
2020 Golf Course Road, Auburn, CA
Sponsored By

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!
Player Registration
Foursome $660
Single Player $165
Become a Sponsor
Thank You to our Sponsors
Event Sponsor

Breakfast & Putting Sponsors

Mimosa Sponsor – $400

Social Media Sponsor – $500

Cannon Hole Sponsor

Margarita Specialty Hole Sponsor

Party Tee Sponsor

Drink Cart Sponsor – $600

Hole-in-One Sponsor

Longest Drive Sponsor

Closest to the Pin Sponsor

Tee Sponsors

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

Important Legislative News Update - Join Us!
2022-01-20 10:00 - 11:00 (America/Los_Angeles) | Virtual Event
CAHU is hosting an important virtual event regarding AB 1400, legislative updates, or what to expect in 2022, join us for this CAHU virtual event January 20th, 2022. FREE for Members!
Register Now!
Calling all Agents and Health Insurance Professionals! Join us for a major association announcement in the upcoming webinar that will highlight recently enacted laws, pending legislation and what to expect in 2022. We are talking single payer, the Healthy California For All Commission, an association name change, and so much more.

Register Now!

2022 Employee Benefit Trends
2022-01-19 12:00 - 13:15 (America/Los_Angeles) | Virtual Event
Join us for the virtual lunch & learn presentation on January 19, 2022
**A Zoom link will be sent the day before the event.**

Presentation Topics:

2022 Employee Benefit Trends
Transparency
Bundling of programs’
One stop for flex and Voluntary
Platforms and Digitalization

Speaker Bio
Kerrigan R. Kahl
Managing Partner
Chimienti & Associates
Kerrigan 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.
Kerrigan 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.
Over 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.

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

October Lunch & Learn: Simple Technology Hacks to Improve Agency Productivity with Tom Avery
2021-10-20 12:00 - 13:15 (America/Los_Angeles) | Virtual Event
Join us for the virtual lunch & learn presentation on October 20, 2021. Our October guest speaker is Tom Avery, Founder & CEO of Signal Sync
**A Zoom link will be sent the day before the event.**

Presentation Topic: Simple Technology Hacks to Improve Agency Productivity

Speaker Bio:

Tom 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.
Qualifications:
August 2021 – Benefit Pro Conference, Speaker, Technology hacks to improve agency productivity
March 2019 – Present, Founder of Signal Sync – An insurance industry SaaS and agency automation solution designed for the independent agency.
July 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.
2021 – Began monthly editorial for Benefits Pro Magazine regarding agency operations and key issues facing agencies
Avery Featured Cover Story – The Inventor, Employee Benefit Advisor Magazine April/May 2017
Avery – 10 benefit industry trendsetters to watch in 2016, Employee Benefit Advisor

Course Details:
Course Number: 386406
This 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.

Learning Objectives/Key Takeaways:

Easy to implement technology ideas and hacks to improve productivity today.
Clarity on what to look for, and avoid, when searching for a new technology solution.
How to set realistic, and achievable, operational goals supported by technology.
Insights as to the coming technology trends specific to agency operations.

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

August Lunch & Learn: Executive DI with Iain MacDonald, dibrokerWest
2021-08-18 12:00 - 13:15 (America/Los_Angeles) | Virtual Event
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.
**A Zoom link will be sent the day before the event.**

Presentation Topic: Executive Disability Insurance: Leveraging Executive DI to Properly Cover Highly Compensated Executives & Owners
Learn how executive DI works with income protection solutions for the highly compensated.

Speaker Bio:

Iain 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.
Iain 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.
In 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!

Course Details:
DOI Approved Course Number: CE # 386201

Introduction & Review Course Objectives
Income Protection Issues Facing Highly Compensated Executives & Owners
Identifying Gaps & Implementing Solutions
The Suite of Products Available for the Highly Compensated

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

Lunch & Learn with David Fear, Sr.
2021-06-16 12:00 - 13:15 (America/Los_Angeles) | Virtual Event
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.
**A Zoom link will be sent the day before the event.**

Presentation Topic: HRA’S 201 – An In-Depth Review of Health Reimbursement Agreements
Get 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.

Speaker Bio:

David 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.

Course Details:
DOI Approved Course Number: CE #321350

Selecting Your HRA Administration
a. Provider Services: cost, service, mobile app, website, debit card, enrollment support (flyers, videos
for employee ed., SBC, SPD, employer cost reports, funding options, annual notices)
b. Carrier and other service integrations (payroll, COBRA, FLEX, LPFSA)
Structuring Your HRA
a. Basic vs Advanced Structured HRA’s
b. Coinsurance/Copay, after deductible HRAs, open HRA (medical, dental, vision)
Importance of Education
a. Importance of why
b. Importance of substantiation – I think there are some stereotypes that exist with employers, we
need to get HR past them
Situations When You May Choose One or the Other
a. Couple of case studies or examples

2021 Annual SAHU Golf Tournament
2021-05-21 07:30 - 15:00 (America/Los_Angeles) | The Ridge Golf Club, 2020 Golf Course Road, Auburn, CA, 95602, United States
Join us for the
SAHU 2021 ANNUAL GOLF TOURNAMENT
at
THE RIDGE GOLF CLUB
2020 Golf Course Road, Auburn, CA

Event Sponsored by

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!

Date: Friday, May 21st, 2021
Best Ball Scramble – Shotgun Start
Registration Opens 7:30 AM
Tee Time 9:00 AM
Breakfast Burritos, Coffee, Open Driving Range and Putting Contest 7:30 – 9:00 AM

Hosted Specialty Holes & Contests during Play
Sponsored by

Awards Luncheon to Follow the Tournament
“Par for the Course” Lunch Buffet Menu:
Beer-braised Beef Ribs
Grilled Chicken (leg and thigh)
Garlic Mashed Potatoes
Choice of Corn on the Cob or Cali Veggie Medley
Baby Mixed Green Salad
Warm Rolls
Assorted Cheesecake

Luncheon Sponsored by

Player Registration
Foursome $600
Twosome $300
Single Player $150
Player names and emails collected upon registration

SAHU Membership Call Blitz
2021-04-27 14:00 - 15:30 (America/Los_Angeles) | Virtual Event
ATTENTION ALL SAHU MEMBERS & BOARD MEMBERS

Please Save the Date for a
Membership Call Blitz
on
Tuesday, April 27, 2021
from 2:00 – 3:30 PM PST

All members and board members are welcome and encouraged to join.

AGENDA:

2:00 PM – Participants join & intro on Zoom
2:15 PM – Call Blitz begins
3:15 PM – Blitz closes, Participants reconvene
3:30 PM – End

The call blitz will be hosted virtually on Zoom. Please register above and save the Zoom link for access.
https://us02web.zoom.us/j/82794831901

Lunch & Learn with Allan Rahn
2021-04-21 12:00 - 13:15 (America/Los_Angeles) | Virtual Event
Join us for this virtual presentation by Allan Rahn, Management & Business Consultant and Executive Leadership Coach.
**A Zoom link will be sent the day before the event.**

Sponsored By

Presentation Topic: More Business Disruption Ahead – How to Refresh your Brand and Create Demand for an Ever-Changing Audience
What we’ll cover:

Top-of-mind concerns and challenges of business leaders and the future of work.
Research on what’s most important to employee benefits buyers, what they expect from their brokers and what would make them change brokers.
How 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.
The best multi-channel marketing practices that generate client demand.
A live review of a volunteer SAHU member’s LinkedIn profile for areas that we can all optimize to improve our digital identity.
We’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.

Speaker Bio:
Allan 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.
Allan 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.

Course Details
Course Title: TBD

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)

Live Auction Finale (VIRTUAL)
2021-03-04 12:00 - 12:30 (America/Los_Angeles) | Virtual Event
LIVE Online Auction Zoom Event!

Join us for the LIVE announcement of the online auction winners, special messages from the chapter and fun & games with SAHU members Brad Davis & Josh Keller.

Thursday, March 4th at 12:00 PM PST (12 noon)

Join Zoom Meeting
https://us02web.zoom.us/j/83252093755?pwd=[REDACTED]

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*
