Offices of Stacey L/ Tokunaga September now 2012 · “Herding Cats” – Lessons Learned from...

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Fall Conference & Training Seminar the future is now September 18 – 21 2012 Wednesday, September 19, 2012 8:30 a.m. - 10:00 a.m. Welcome, Introductions & Keynote Speaker Millennial Momentum: How a New Generation is Remaking America Location: South Shore Room, Harrah’s Authors of the Millennial Momentum and Millennial Makeover, Morley Winograd and Michael D. Hais will kick off the conference sharing their insight on the Millennial Generation. The authors will focus on how Millennials are changing the way America lives, learns, works, plays, votes and governs. Drawing from an impressive array of demographic data, popular texts, and personal interviews, the authors show how the ethnically diverse, socially tolerant, and technologically fluent Millennials are and how they can help guide the United States to retain its leadership. “Winograd and Hais have emerged as the country’s best, and most solidly supported, analysts of the emergent Millennial Generation. Leaders of both parties-and forward-looking businesses -need to study this book for a unique look into America’s evolving future.” - Joel Kotkin, author of The Next Hundred Million: America in 2050 Speakers: Morley Winograd, co-author of Millennial Momentum and Millennial Makeover Michael D. Hais, co-author of Millennial Momentum and Millennial Makeover Interest Area: General Interest 10:45 a.m. - 12:00 p.m. Medicare Compliance: A practical approach to MSAs, Conditional Payment Demands and Mandatory Reporting for WC and Liability Claims Operations Location: Emerald/Nevada, Embassy Suites This session will offer participants a brief refresher on the three areas of Medicare compliance, the impact each area can have on claims costs and reserving, and a group discussion on strategies for effectively managing and ultimately settling claims without overfunding the risk. This panel discussion will provide both legal and claims handling perspectives of the complexities of Medicare compliance and the issues to be considered. Speakers: Jon Gunter, Executive VP, West Coast, MedVal Anne Hernandez, Managing Partner, Mullen & Filippi, LLP Brian T. Moss, Managing Partner, Manning & Kass, Ellrod, Ramirez, Trester LLP Janet Selby, Workers’ Compensation Manager, Municipal Pooling Authority Moderator: Carolyn Richard, Director – Public Agencies Division, Law Offices of Stacey L/ Tokunaga Interest Area: Workers’ Compensation, Health Care, Loss Control, Finance 10:45 a.m. - 12:00 p.m. California Government Tort Claims Act – Requirements and Procedures Location: Blaisdel/Stanford, Embassy Suites (MCLE credits pending approval.) In an interactive presentation focusing on the practical aspects of handling tort claims filed against public entities in California, this session will cover the requirements for bringing a claim, specific types of claims including minors’ claims, what to look for when reviewing a claim, how to respond to a claim including actions you must take to preserve available defenses, how to handle insufficient claims and late claims, and considerations in deciding whether to accept, return, or deny a claim. Speakers: Kellie Murphy, Shareholder, Johnson Schachter & Lewis, a Professional Corp. Alesa Schachter, Shareholder, Johnson Schachter & Lewis, a Professional Corp. Pat Vitale, Northern CA Liability Supervisor, CorVel Corporation Moderator: Rick Buys, Litigation Manager, Municipal Pooling Authority of Northern California Interest Area: Litigation & Liability, Loss Control 10:45 a.m. - 12:00 p.m. Avoiding Employment Practices Minefields Location: Tallac, Embassy Suites (MCLE credits pending approval.) This session will cover the various factual and legal issues that can be encountered in litigating claims of discrimination, harassment and retaliation, including sexual harassment and disability claims. Real life scenarios and cases will be discussed to illustrate the “minefields” that we continue to face in handling employee issues and what you can do to avoid these problems in your workplace and prevent them from becoming the basis for a lawsuit. Speaker: Dennis Walsh, President/Attorney, Walsh & Associates, APC Moderator: Robin Johnson, Law Office of Robin Johnson Interest Area: Litigation & Liability, Loss Control, Human Resources, Pool Manager, General Interest

Transcript of Offices of Stacey L/ Tokunaga September now 2012 · “Herding Cats” – Lessons Learned from...

Page 1: Offices of Stacey L/ Tokunaga September now 2012 · “Herding Cats” – Lessons Learned from Pooling Location: Flying Cloud Room, Embassy Suites York Risk Services Group, Inc.

Fall Conference &Training Seminar

thefutureisnow

September 18 – 21 2012

Wednesday, September 19, 20128:30 a.m. - 10:00 a.m. Welcome, Introductions & Keynote SpeakerMillennial Momentum: How a New Generation is Remaking America Location: South Shore Room, Harrah’s

Authors of the Millennial Momentum and Millennial Makeover, Morley Winograd and Michael D. Hais will kick off the conference sharing their insight on the Millennial Generation. The authors will focus on how Millennials are changing the way America lives, learns, works, plays, votes and governs. Drawing from an impressive array of demographic data, popular texts, and personal interviews, the authors show how the ethnically diverse, socially tolerant, and technologically fluent Millennials are and how they can help guide the United States to retain its leadership.

“Winograd and Hais have emerged as the country’s best, and most solidly supported, analysts of the emergent Millennial Generation. Leaders of both parties-and forward-looking businesses -need to study this book for a unique look into America’s evolving future.” - Joel Kotkin, author of The Next Hundred Million: America in 2050

Speakers:• Morley Winograd, co-author of Millennial Momentum and

Millennial Makeover• Michael D. Hais, co-author of Millennial Momentum and

Millennial Makeover

Interest Area: General Interest

10:45 a.m. - 12:00 p.m. Medicare Compliance: A practical approach to MSAs, Conditional Payment Demands and Mandatory Reporting for WC and Liability Claims OperationsLocation: Emerald/Nevada, Embassy Suites

This session will offer participants a brief refresher on the three areas of Medicare compliance, the impact each area can have on claims costs and reserving, and a group discussion on strategies for effectively managing and ultimately settling claims without overfunding the risk. This panel discussion will provide both legal and claims handling perspectives of the complexities of Medicare compliance and the issues to be considered.

Speakers: • Jon Gunter, Executive VP, West Coast, MedVal• Anne Hernandez, Managing Partner, Mullen & Filippi, LLP• Brian T. Moss, Managing Partner, Manning & Kass, Ellrod,

Ramirez, Trester LLP• Janet Selby, Workers’ Compensation Manager, Municipal

Pooling Authority

Moderator: • Carolyn Richard, Director – Public Agencies Division, Law

Offices of Stacey L/ Tokunaga

Interest Area: Workers’ Compensation, Health Care, Loss Control, Finance

10:45 a.m. - 12:00 p.m. California Government Tort Claims Act – Requirements and Procedures Location: Blaisdel/Stanford, Embassy Suites(MCLE credits pending approval.)

In an interactive presentation focusing on the practical aspects of handling tort claims filed against public entities in California, this session will cover the requirements for bringing a claim, specific types of claims including minors’ claims, what to look for when reviewing a claim, how to respond to a claim including actions you must take to preserve available defenses, how to handle insufficient claims and late claims, and considerations in deciding whether to accept, return, or deny a claim.

Speakers: • Kellie Murphy, Shareholder, Johnson Schachter & Lewis, a

Professional Corp.• Alesa Schachter, Shareholder, Johnson Schachter & Lewis, a

Professional Corp.• Pat Vitale, Northern CA Liability Supervisor, CorVel Corporation

Moderator: • Rick Buys, Litigation Manager, Municipal Pooling Authority of

Northern California Interest Area: Litigation & Liability, Loss Control

10:45 a.m. - 12:00 p.m. Avoiding Employment Practices MinefieldsLocation: Tallac, Embassy Suites(MCLE credits pending approval.)

This session will cover the various factual and legal issues that can be encountered in litigating claims of discrimination, harassment and retaliation, including sexual harassment and disability claims. Real life scenarios and cases will be discussed to illustrate the “minefields” that we continue to face in handling employee issues and what you can do to avoid these problems in your workplace and prevent them from becoming the basis for a lawsuit.

Speaker: • Dennis Walsh, President/Attorney, Walsh & Associates, APCModerator: • Robin Johnson, Law Office of Robin Johnson

Interest Area: Litigation & Liability, Loss Control, Human Resources, Pool Manager, General Interest

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10:45 a.m. - 12:00 p.m. Onsite Wellness Programs: Options and ResultsLocation: Meteor/Mamie, Embassy Suites

Employers have begun taking steps to improve the health of their workforce in an attempt to drive down health care costs. Strategies can range from distributing simple educational emails to basing individual premiums and benefits on participation in wellness and prevention activities. This session will provide information on the specific programs being used and will share the results of a recent onsite care pilot program.

Speakers: • Bruce Caldwell, Area Senior Vice President, Gallagher BPI• Dan Sanger, Director, Health Benefits, Alliance of Schools for

Cooperative Insurance Programs Moderator: • Michael Clear, Assistant Superintendent Business & Facilities,

Simi Valley USD

Interest Area: Healthcare, Loss Control, Human Resources, General Interest

10:45 a.m. - 12:00 p.m. Mentoring MillenialsLocation: South Shore Room, Harrah’s

Baby Boomers, Gen-Xers and Millennials must not only co-exist, but thrive to grow a successful organization. Learn the tools and tips needed to mentor, encourage and harness the power of Millennials, the newest generation of employees in the workplace.

Speakers: • Michael D. Hais, co-author of Millennial Momentum and

Millennial Makeover• Morley Winograd, co-author of Millennial Momentum and

Millennial Makeover

Moderator: • Catherine Smith, Executive Administrator, CAJPA

Interest Area: General Interest, Human Resources, Pool Manager

Words of Wisdom

10:45 a.m. – 11:15 a.m.“Herding Cats” – Lessons Learned from PoolingLocation: Flying Cloud Room, Embassy SuitesYork Risk Services Group, Inc.• Marcus Beverly, CPCU, AIC, ARM-P, Client Services Director

Marcus Beverly will share his experiences in educating, motivating, and achieving success (and failure) in managing pools and pool members. Topics include forming consensus, setting policy, selling your ideas, and motivating members to care about risk management.

11:30 a.m. – 12:00 p.m.To the Cloud? The Pros and Cons of Third-Party Hosting for Your Insurance-Processing Applications and Associated DataLocation: Flying Cloud Room, Embassy SuitesAon eSolutions• David E. Black, Chief Information Security Officer

Before long, just about every enterprise will be using some kind of cloud-computing service. But is every cloud the same when it comes to the risks and exposures to your data? If you’ve ever wondered about your organization’s claims administration, billing, medical bill review and other insurance-processing systems moving to the cloud, David Black will help you understand the d i f f e r e n t cloud risks so you can determine a cloud solution that is right for your organization.

2:45 p.m. - 4:00 p.m. Workers’ Compensation Case Law UpdateLocation: Emerald/Nevada, Embassy Suites (MCLE credits pending approval and WCCP credits available.)

The future of workers’ compensation is based on significant court decisions. The interpretations of these decisions often vary. This well-rounded presentation, led by a defense attorney and an applicant attorney, will help you understand the full impact of case law decisions and the impact on claims decisions.

Speakers: • Anne Hernandez, Managing Partner, Mullen & Filippi, LLP • Alex Wong, Partner, Jones, Clifford, Johnson, Dehner, Wong,

Morrison, Sheppard & Bell, LLP

Moderator: • Lynn Cavalcanti, VP of Claims, Acclamation Insurance

Management Services (AIMS)• Interest Area: Workers’ Compensation, Litigation, Pool Manager

2:45 p.m. - 4:00 p.m.Pre-trial Law and Motion: What is it Good For? Location: Blaisdel/Stanford, Embassy Suites(MCLE credits pending approval and WCCP credits available.)

What is a demurrer? What is an Anti-SLAPP motion and when can you file it? Why should your attorney file a motion to strike? This session will provide you with an understanding about various pre-trial motions that can be filed in civil cases, what impact you can expect to have such motions filed, and how the proper use of such motions can help your public entity save money.

Speakers: • Carl Fessenden, Esq., Porter Scott • Michael Pott, Esq., Porter ScottModerator: • Brian Kelley, Bickmore Risk Services

Interest Area: Litigation, Loss Control

Wednesday, September 19, 2012 continued

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2:45 p.m. - 4:00 p.m.Bullying: Programs that Work!Location: Tallac, Embassy Suites

This panel of experts represents two major programs geared toward creating and fostering a school community that is bully free. Speakers include representatives from Community Matters and Teen Truth Live, as well as two counsels whose schools district has used both of these programs and other programs to educate its students on bullying. This session may also be of interest to non-school attendees, especially those involved in city recreational programs.

Speakers: • Ana Banuelos, Counselor, Montebello USD• Roseann Casalicchio, Counselor, Montebello Unified School

District• Rick Phillips, Executive Director, Community Matters• Erahm Christopher, Co-Founder and Creative Director, TEEN

TRUTH

Moderator: • Robin Flint, Risk Services Consultant, Alliance of Schools for

Cooperative Insurance Programs

Interest Area: Loss Control

2:45 p.m. - 4:00 p.m.Play Ball! Risks, Liability and Preventative Measures for Successful Sports Programs Location: Meteor/Mamie, Embassy Suites

More claims and lawsuits are arising out of injuries sustained during physical education classes, interscholastic sports programs, and after-school and camps and activities. School districts and municipalities running these programs need to ensure they are adequately protecting themselves through proper supervision, provision of adequate equipment, and the appropriate use of indemnification and waiver documentation. By the end of this session, participants will possess a working knowledge of their affirmative duties with respect to protecting students from potential injuries and how to conduct internal investigations following an injury to assist in their defense should a claim or lawsuit be filed.

Speakers: • Kimberly A. Smith, Partner, Fagen Friedman & Fulfrost• Cynthia Smith, Senior Associate, Fagen Friedman & Fulfrost• Matt Washburn, Director of Facilities and Planning, Folsom

Cordova Unified School District

Moderator: • Peter Hardash, VC Business/Fiscal, Rancho Santiago

Community College District

Interest Area: Liability, Loss Control

2:45 p.m. - 4:00 p.m. Is the Future in the Cloud?Location: South Shore Room, Harrah’s

The emergence of cloud services has left many executives and IT managers pondering whether to cloud or not to cloud. Faster delivery of IT solutions, access to skilled technical resources, and lower operational costs are key drivers behind the adoption of cloud services, but organizations are weary of the messages parroted by cloud providers. Session participants will break down the landscape of cloud service offerings and highlight differences between private, public and hybrid clouds and the types of services offered by each.

Speaker: • Frank Ono, COO/CIO, Enterprise Networking Solutions, Inc.Moderator: • Heather Fregeau, Senior Liability Claims Specialist, CSAC-EIA

Interest Area: Technology, Pool Manager, General Interest

Words of Wisdom

2:45 p.m. – 3:15 p.m.How to Get the Most Out of Your Defense AttorneyLocation: Flying Cloud Room, Embassy SuitesHanna & Brophy• Erica L. Ostberg, Esq., Associate with the Redding Office• Guy A. Medford, Esq., Partner with the Stockton Office

Learn valuable tips from Erica Ostberg and Guy Medford for developing a more productive claims handling relationship.

4:15 p.m. - 5:30 p.m. Reducing Re-injury Through Early Intervention Functional RestorationLocation: Emerald/Nevada, Embassy Suites(MCLE credits pending approval and WCCP credits available.)

Injured workers with poor coping skills are at significantly higher risk for delayed recovery. What can you do to keep them healthy and safe? Our speakers have designed a high-touch, high-tech medical management program called Early Intervention Functional Restoration that identifies injured workers at risk for delayed recovery or return to work. The program targets them for accelerated treatment, which has dramatically reduced lost work days. You’ll learn how this injury prevention and safety effort can help employees with poor coping skills.

Speakers: • Dr. Douglas Benner, MD and Medical Business Product

Development Officer, EK Health Services, Inc.• Anita Weir, Director, Medical and Disability Management,

Safeway, Inc.

Moderator: • Debra Russell, Workers’ Compensation Program Director,

Schools Insurance Authority

Interest Area: Workers’ Compensation, Loss Control, Human Resources

Wednesday, September 19, 2012 continued

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4:15 p.m. - 5:30 p.m. Recognizing and Taking Advantage of Government Immunities Location: Blaisdel/Stanford, Embassy Suites(MCLE credits pending approval.)

Public entities and their employees enjoy numerous immunities not available to the private sector. These immunities can be raised on demurrer, summary judgment, in anti-SLAPP motions, at trial, and even for the first time on appeal. Too often, these immunities are not identified or properly raised, which can mean the difference between victory and defeat. Join us to learn some of the common and uncommon government immunities that can bar or defeat a lawsuit, as well as how to procedurally develop and raise those immunities throughout the course of litigation.

Speakers:• Luther Lewis, Shareholder, Johnson Schachter & Lewis, A

Professional Law Corp.• Jason Sherman, Associate, Johnson Schachter & Lewis, A

Professional Law Corp.Moderator: • Michael Groff, Bickmore Risk Services

Interest Area: Litigation & Liability

4:15 p.m. - 5:30 p.m. Controlling Special Education CostsLocation: Tallac, Embassy Suites

There are commonly encountered conditions that will increase Special Ed costs. Yet there are reliable measures that can be taken to stay on top of and/or reduce those costs. Attendees will walk away with several strategies and receive live examples using field-tested instruments on how to manage the impact of fiscal challenges. Ten critical focus topics include: fiscal opportunities, SPED expenditures, excess costs, maintenance of effort and staffing, program evaluation, identification rates, intensity of needs, outsourcing cost comparisons, and special education transportation.

Speakers: • Barry Blade, Vice President of Schools Division, Keenan &

Associates• Kathy Espinoza, Assistant Vice President, Ergonomics & Safety,

Keenan & Associates• Caryl Miller, Executive Director, CA Special Ed Services

Moderator: • Daniel Whitfield, Risk Manager, Southern California ReLiEF

Interest Area: Loss Control, Finance, Litigation & Liability

Wednesday, September 19, 2012 continued

4:15 p.m. - 5:30 p.m. GASB Pension ChangesLocation: Meteor/Mamie, Embassy Suites(CPA credits available.)

GASB is changing pension accounting requirements. What used to be a “small step” in presenting pension liability has taken a “giant leap” on governmental financial statements by requiring an entity’s net pension liability to be presented. The speakers will discuss the implications from an accounting and reporting perspective and the big picture implications of the new GASB Pension change.

Speakers: • Kevin Wong, CPA, Gilbert Associates, Inc.• Jeffrey Chang, Shareholder, Chang Ruthenberg & Long

Employee Benefits Lawyers• Moderator:• Marianne Stuart, CPA, Chief Financial Officer, CSAC Excess

Insurance Authority

Interest Area: Finance, Pool Manager

4:15 p.m. - 5:30 p.m. Federal Health Care Reform: What’s Next?Location: South Shore Room, Harrah’s(WCCP credits available.)

This popular session is back due to overwhelming demand! The Supreme Court made its historic decision regarding the constitutionality of the Federal Health Care Reform Act regarding the individual mandate and we now know the scope of the program. We don’t know how the national election will impact the federal mandates or if the California Legislature will continue down the exchange path, with or without federal support or mandates. This session is critical for all participants of benefit JPAs as well as individuals both eager and concerned about the future of their own health coverage.

Speakers: • Julianne Broyles, CAJPA Legislative Advocate, California

Advocates• Amy Donovan, Assistant General Counsel, Keenan & AssociatesModerator: • Claudia Ross, Senior Vice President/Schools Division, Keenan

& Associates

Interest Area: General Interest, Health Care, Human Resources, Legislative

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Words of Wisdom

8:45 a.m. – 9:15 a.m.California Self-Insurance JPAs: The Success Story of Intergovernmental Cooperation Location: Flying Cloud Room, Embassy SuitesBickmore Risk Services• Gregory Trout, President

Gregory Trout will share the financial and organizational successes of the JPA movement in California since its inception in 1974 to the present. How JPA’s changed the insurance landscape and provided tremendous financial savings and improved services to their members will be detailed. The uniqueness of the California JPA movement will be compared and contrasted with other states. And last, the keys to the continued success and relevancy of JPA’s will be discussed, as well as current challenges.

8:45 a.m. - 10:00 a.m. The Future of Workers’ Compensation - A Stakeholders Panel Discussion Location: Emerald/Nevada, Embassy Suites(WCCP credits available.)

This dynamic panel of speakers will discuss the future of workers’ compensation from all perspectives. This lively presentation guarantees to educate the audience on why meaningful reform in workers’ compensation is difficult to achieve. This “what’s working, and what’s not working” approach will focus on issues from a medical perspective, from the defense/employer perspective, and from the plaintiff/applicant perspective. Proposed solutions will be offered; audience participation is encouraged.

Speakers: • William Armstrong, Attorney, Armstrong, Callan & Shiu, LLP• Carlyle Brakensiek, Executive Vice President, California

Society of Industrial Medicine and Surgery • Bradley Chalk, Attorney, President, California Applicant

Attorney Association • Sean McNally, Vice President, Corporate & Government

Affairs Vice President, Human Resources, Grimmway Farms

Moderator: • Carolyn Richard, Public Agencies Division, Law Offices of

Stacey L. Tokunaga

Interest Area: Workers’ Compensation, Human Resources, Loss Control, Pool Manager, General Interest

8:45 a.m. - 10:00 a.m. Alternative Dispute Resolution: The Defense & Claims Perspective Location: Blaisdel/Stanford, Embassy Suites

(MCLE credits pending approval and WCCP credits available.)

This session will present various Alternative Dispute Resolution strategies to assist in resolving claims short of trial. The strategies will be explained, including variations that may be needed, to affect the best resolution at an efficient cost.

Speakers: • Jack Blyskal, Chief Claims Officer, CSAC Excess Insurance

Authority• Mark Hazelwood, Low Ball & Finch

Moderator: • Russ O’Donnell, Chief Operating Officer, Alliance of Schools

for Cooperative Insurance Programs

Interest Area: Litigation, Loss Control

8:45 a.m. - 10:00 a.m. Reputational Risk Management for Pools: Preparing for an Onslaught of Regulatory and Legislative InquiryLocation: Tallac, Embassy Suites

Whether through success or failure, pools can no longer “fly under the radar” with would-be regulators, legislators, or other stakeholders. Through a discussion of lessons learned in recent challenges faced by pools in Kentucky and New Hampshire, the session will address challenges board members and pool CEOs will soon face, if they haven’t already, and offer policy, communication and operational strategic solutions.

Speaker: • Jenny Emery, Executive Director, Association of Governmental

Risk Pools Moderator: • Jan DeGracia, Executive Director, North Bay Schools

Insurance Authority

Interest Area: Board/Governance, Finance, General Interest, Human Resources, Litigation & Liability

8:45 a.m. - 10:00 a.m. Estimating Future Investment Earnings TodayLocation: Meteor/Mamie, Embassy Suites (CPA credits available.)

This session will focus on techniques to estimate earnings and how that relates to the discount rate. Mr. Cassell will present models and procedures for estimating investment earnings, along with some reasonableness checks for the discount rate. Many pools discount their claim liabilities. As interest rates decline and remain at low levels, the impact of an accurate estimate of future interest earnings is more important than ever.

Speaker: • Martin Cassell, CEO, Chief Investment Officer, Chandler Asset

ManagementModerator: • Dianna Sutton, Accounting Manager, Association of California

Water Agencies Joint Powers Insurance Authority

Interest Area: Finance

Thursday, September 20, 2012

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Words of Wisdom

9:30 a.m. – 10:00 a.m.For Profit and Non Profit – What is the Difference?Location: Flying Cloud Room, Embassy SuitesKeenan & Associates• John Stephens, Senior Vice President

JPAs are challenged with operating efficiencies, rate competitiveness and external perceptions. For profit, non-profit, in-house or outsourced - what is the difference? John Stephens will present the benefits of non-profit JPAs and how JPAs utilize different models to achieve a common goal.

10:15 a.m. - 11:30 a.m. Should a Carve-Out Be in Your Future? Location: Emerald/Nevada, Embassy Suites (WCCP credits available.)

This presentation will give the audience an overview of the successful carve-out programs that have been developed in the construction industry. You will hear first-hand about carve-outs that have worked and what public agencies and risk and pool managers should consider when deciding if a carve-out is appropriate for their agency. Case studies will be provided. Alternative dispute resolutions have worked in the private industry, and public employers are now being asked by their unions to consider them. Know what is at stake and what preparations are needed before putting a program in place.

Speakers: • George Kingston, Senior Consultant, Bickmore Risk Services• Patti Williams, Risk Manager, BICEP – City of Huntington

Beach

Moderator: • Carolyn Richard, Public Agencies Division, Law Offices of

Stacey L. Tokunaga

Interest Area: Workers’ Compensation, Pool Managers

10:15 a.m. - 11:30 a.m. Litigating the Public Entity State Court Case – An Overview (from launch to splashdown)Location: Blaisdel/Stanford, Embassy Suites (MCLE credits pending approval.)

This session will take the audience from very beginning of a public entity case (receipt of the government tort claim) to the end (the verdict) and will touch on everything in between as the case makes its way through the litigation process in the State of California’s Superior Court system. This session will be an overview of the litigation process with a focus on: pleadings, discovery, law and motion, court-ordered ADR, case management conferences, and the trial process.

Speakers: • Brian Affrunti, Senior Litigation Associate, Burke, Williams &

Sorensen LLP• Eric Gale, Partner, Burke, Williams & Sorensen LLP

Moderator: • Jack Blyskal, Chief Claims Officer, CSAC Excess Insurance

Authority

Interest Area: Litigation & Liability, General Interest

10:15 a.m. - 11:30 a.m. Department of Industrial Relations: Planning for the FutureLocation: Tallac, Embassy Suites

Recent changes in leadership at the Department of Industrial Relations and the Division of Workers’ Compensation have sparked many conversations about areas of the system that need repair. Plans are underway to address these fixes. Attendees will hear from the Director of the DIR on what the future holds for California employers.

Speaker: • Christine Baker, Director, Department of Industrial Relations

Moderator: • Kami Linan, Claims Manager, NBSIA

Interest Area: Legislative, General Interest

10:15 a.m. - 11:30 a.m. Funding Your Pool During Difficult Times: How Payout Patterns and Investment Earnings are Affecting Your Bottom Line Location: Meteor/Mamie, Embassy Suites(CPA credits available.)

This is an awakening presentation on the impact of payout patterns and investment earnings on your net assets. A “what if” scenario will be presented, which shows how a change in interest earnings can impact the amount shown on your balance sheet.

Speaker: • James Marta CPA, ARM, James Marta & Company,

Accreditation Manager & Principal, CAJPA

Moderator: • C. Paul Frydendal, CPA, Chief Financial Officer, Special

District Risk Management Authority

Interest Area: Finance, Pool Manager

Words of Wisdom

10:15 a.m. – 11:30 a.m.Maximizing the Value of Your Brokerage Relationship in a Changing MarketLocation: Flying Cloud Room, Embassy SuitesAlliant Insurance Services, Inc.• Daniel Howell, Sr. EVP & Managing Director, Public Entity

Group

Public entities are experiencing rising excess insurance pricing at a time when they can least afford to pay more. Has your organization maximized the value your insurance broker can deliver as a trusted advisor and partner? This brief session will provide insight on the capabilities an experienced public entity broker should demonstrate to help reduce the cost of risk.

Thursday, September 20, 2012 continued

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1:45 p.m. - 3:00 p.m. Recent Developments in the Medicare and its Effect on Liability Claims ManagementLocation: Emerald/Nevada, Embassy Suites(WCCP credits available.)

This session will bring you up-to-date with the developments of Medicare, claims reporting, and potential liabilities to self-insurance pools and public entities. The speakers will also discuss settlement negotiation techniques and claims management given the recent developments.

Speakers: • Tom Baber, Vice President, York Risk Services Group, Inc.• Jody Gray, President, York Risk Services Group, Inc., Public

Entity Division• Neal Meyers, Partner, Meyers/Fozi, LLP• Moderator: • Brad Reager, Excess Liability Claims Manager, CSAC Excess

Insurance Authority

Interest Area: Health Care, Liability, General Interest

1:45 p.m. - 3:00 p.m. Public Entities on Appeal: Important IssuesLocation: Blaisdel/Stanford, Embassy Suites

Even a seasoned appellate lawyer can be tripped up by some features unique to public entities. When deciding whether to appeal or not, it is important to understand financial and procedural issues. Before the notice of appeal is filed, it is crucial that steps be taken to preserve issues for appellate review or they may be waived. This session highlights issues of particular concern to public entities, including when a bond must be posted to stay a judgment, the accrual of interest on appeal, strategies and procedures for settling a case on appeal and alternative dispute resolution options, dealing with an attorney’s fee awards, police and school liability, qualified immunity, civil rights, inverse condemnation and many other topics.

Speaker: • George E. Murphy, Murphy, Campbell, Guthrie & Alliston Moderator: • Karen Thesing, Manager, Program Administration, Bickmore

Risk Services

Interest Area: Litigation & Liability, Loss Control

Thursday, September 20, 2012 continued1:45 p.m. - 3:00 p.m. Making Right Choices: Sexual Misconduct and the Public EmployerLocation: Tallac, Embassy Suites

School districts and other public employers share the common goals of protecting the public entity from egregious claims and ensuring that employees are trained and aware of this growing phenomenon in an atmosphere of fear and suspicion. What’s behind the outbreak in this recent reporting? Could the rise in alleged abuse and arrests fuel panic to the point it peaks a level of sensitivity?

This workshop will address these concerns, explore misconceptions, and provide guidance on a very uncomfortable topic.

Speakers:• Glenn S. Lipson, Ph.D., Program Director, California School of

Forensic Psychology• Karla M. Rhay, Ed.D., Chief Administrative Officer, Southern

California Schools Employee Benefits Association & Southern California Schools Risk Management Joint Powers Authorities

Moderator: • Jack Blyskal, Chief Claims Officer, CSAC Excess Insurance

Authority

Interest Area: General Interest, Human Resources, Pool Manager

1:45 p.m. - 3:00 p.m. Technology to the RescueLocation: Meteor/Mamie, Embassy Suites

Like all public entities in this economy, risk pools are facing more than just the usual challenges. Responding to them requires innovative approaches. The practical use of technology can be a huge help or a significant hindrance. Members of the CAJPA Technology Committee summarize their view of current and future challenges that public insurance pools face and will discuss how technology might be used to help (or hurt).

Speakers: • Rick Jenkins, IT Supervisor, Schools Insurance Authority • Rick Krepelka, Director of Finance and Technology, Golden

State Risk Management Authority• Chris Shaffer, Vice President, York Risk Services Group, Inc.

Moderator: • Laura Turlington, Chief Information Officer, CSAC Excess

Insurance Authority • Interest Area: Technology, General Interest

Page 8: Offices of Stacey L/ Tokunaga September now 2012 · “Herding Cats” – Lessons Learned from Pooling Location: Flying Cloud Room, Embassy Suites York Risk Services Group, Inc.

Friday, September 21, 20128:00 a.m. - 10:00 a.m. Legislative Update: The Future is Up to YouLocation: Sand Harbor, Harrah’s

Legislative advocacy is one of CAJPA’s core services to its members. What goes on in Sacramento has a deep and lasting impact on public employers and JPAs. CAJPA’s Legislative Committee and legislative advocate work throughout the year to represent members’ interests. Did you know that your agency is vital to our legislative advocacy efforts? Please join us for an interactive update on this year’s legislation and information from policy-makers on the information they need from you in order to make better decisions.

Speaker: • Julianne Broyles, CAJPA Legislative Advocate, California

Advocates

Moderator: • Janet Selby, Workers’ Compensation Manager, Municipal

Pooling Authority

Interest Area: Legislative, General Interest

3:15 p.m. - 4:30 p.m. Making Long-Term Decisions in a Short-Term EnvironmentLocation: Emerald/Nevada, Embassy Suites (CPA credits available.)

Pools have been losing their founding members. As board members and pool members retire or otherwise turn over, communicating with and educating your members becomes a regular process. Members are under stress and just want the lowest rates. Speakers will discuss cycles in the industry, balancing member wants and needs in funding claims and capitalizing you pool. What works best in the long run?

Speakers:• Kimberly Dennis, Executive Director, Alameda County Schools

Insurance Group• James Marta CPA, ARM, James Marta & Company,

Accreditation Manager & Principal, CAJPAModerator: • Mike Fleming, Chief Executive Officer, CSAC EIA

Interest Area: Finance, Loss Control, Pool Manager

3:15 p.m. - 4:30 p.m. Tort Liability Update– Case Law and LegislationLocation: Blasdell/Stanford, Embassy Suites (MCLE credits pending approval and WCCP credits available.)

Recent law has affected personal injury damages, rights of additional insureds and discovery through the California Public Records Act. This session will highlight these and other recent changes in law affecting the liabilities of California public entities.

Speaker: • Timothy P. Murphy, Esq., Edrington, Schirmer, & Murphy LLPModerator: • Craig Schweikhard, Claims Administrator, California Joint

Powers Risk Management Authority

Interest Area: Liability , Legislative, General Interest

Effectively Reducing Law Enforcement Liability ExposuresLocation: Tallac, Embassy Suites

Law enforcement interaction with the public can result in significant injury and death. So not surprisingly, law enforcement liability claims are typically the leading driver of liability claim costs. These claims not only have the potential to result in high dollar payouts, but can substantially impair the reputation of the public entity. So, how can a public entity reduce its exposures and the resulting costs? And what can pools do to assist their members in this process? The Independent Cities Risk Management Authority (ICRMA) and its members tackle these questions in this session.

Speakers: • Dennis Hernandez, Risk Manager, City of Hawthorne• Terrie Norris, Manager, Bickmore Risk Services• Jacqueline Seabrooks, Chief, City of Santa Monica

Moderator:• Beth Lyons, Senior Consultant, Bickmore Risk Services

Interest Area: Loss Control, Legislative, General Interest

Thursday, September 20, 2012 continued