Upcoming Events

The OCEBC is proud to offer a variety of educational opportunities and networking events for you and your peers to discuss latest trends and hear from featured speakers from various segments in the industry. Even if you are not yet a member, you are still welcome to attend. Find more information about non-member opportunities here.

Aug
16
Thu
OCEBC Summer Fling & Membership Kick-Off @ Tanner's, Pasea Hotel & Spa
Aug 16 @ 4:00 pm – 7:00 pm
Sep
13
Thu
How to Help Your Clients Prevent Large Claims @ Hilton Costa Mesa
Sep 13 @ 8:00 am – 9:30 am
How to Help Your Clients Prevent Large Claims @ Hilton Costa Mesa | Costa Mesa | California | United States

Presenter: David Kim, MD, Medical Director, Providence St. Joseph Health

 

 

 

 

 

Course Agenda (1 Hour Presentation):
8:30 a.m. – Presentation Commences
9:30 a.m. – Presentation Concludes

Additional Info:

  • Check the hotel signs on the day of the meeting to verify the room location
  • One (1) CE Credit with the California Department of Insurance (Course # Pending)
  • CE is available to members only
  • No reservations without payment

Refunds Policy: Registrations canceled less than 72 hours from event date cannot be refunded.

Registration Fees:

Ticket Type Early Registration After Early Registration
Member $55.00 $65.00
Non-Member $75.00 $85.00

 

Oct
11
Thu
LOA and Benefits – Pitfalls of Not Properly Managing Leaves and Benefits @ Hilton Costa Mesa
Oct 11 @ 8:00 am – 9:30 am
LOA and Benefits - Pitfalls of Not Properly Managing Leaves and Benefits @ Hilton Costa Mesa | Costa Mesa | California | United States

Presenter: Brandon Sylvia, Partner, Rutan & Tucker, LLP

 

 

 

 

 

Course Agenda (1 Hour Presentation):
8:30 a.m. – Presentation Commences
9:30 a.m. – Presentation Concludes

Additional Info:

  • Check the hotel signs on the day of the meeting to verify the room location
  • One (1) CE Credit with the California Department of Insurance (Course # Pending)
  • CE is available to members only
  • No reservations without payment

Refunds Policy: Registrations canceled less than 72 hours from event date cannot be refunded.

Registration Fees:

Ticket Type Early Registration After Early Registration
Member $55.00 $65.00
Non-Member $75.00 $85.00

 

Jan
10
Thu
Chapman University Economic Forecast @ Hilton Costa Mesa
Jan 10 @ 8:00 am – 9:30 am

Presenter:
James Doti, Ph.D., President Emeritus, Chapman University

About our Speaker: James Doti earned his B.S. degree in Economics from the University of Illinois, Chicago, and his M.A. and Ph.D. degrees from the University of Chicago.  He was appointed president of Chapman University in 1991 and served for 25 years.  In September 2016, he returned to the Chapman faculty.  He holds the Donald Bren Distinguished Chair in Business and Economics.

Dr. Doti joined the Chapman faculty in 1974.  In 1978, he founded the A. Gary Anderson Center for Economic Research to provide data, facilities and support to encourage faculty and students to engage in research of high quality, and to widely disseminate the results.  The Center’s inaugural Orange County Forecast, presented in December 1978, was the first economic forecast in the US to be based on an urban econometric model.

The Economic Forecast has continued to be a main focus of the Anderson Center’s work, growing in scope and widely recognized for its statistical accuracy.  Over the 2004 through 2014 period, Chapman’s real GDP forecasts were more accurate than the forecasts issued by all 30 agencies participating in the Blue Chip Economic Indicators surveys.  The Chapman forecast model also outperformed the highly regarded Blue Chip Consensus Forecast.

Dr. Doti’s articles have appeared in academic journals as well as periodicals such as The Wall street Journal and The Chronicle of Higher Education.  His frequent op-eds appear in the Orange County Register, and he is a regular columnist for the Orange County Business Journal.  He is also the co-author of two econometrics texts and co-editor of a collection of readings in free enterprise that received the Templeton Honor Award for Scholarly Excellence.

Dr. Doti is a recipient of the Horatio Alger Award and the Ellis Island Medal of Honor.  He has completed 60 marathons and climbed five of the world’s famed Seven Summits.  He is also an avid reader and writer.  His first children’s book, A Christmas Adventure in Little Italy, was published in 2010, and became a Sons of Italy Book Club selection.  His second book, Jimmy Finds His Voice, came out in January 2013.  The final installment of the “Jimmy Trilogy”, I Love You This Much, Nonna, is forthcoming in 2017.

Additional Info:

  • Check the hotel signs on the day of the meeting to verify the room location
  • One (1) hour CE credit with the California Department of Insurance (Course # Pending)
  • CE is available to members only
  • No Reservations Without Payment

Refunds Policy: Registrations canceled less than 72 hours from event date cannot be refunded.

Registration Fees:

Ticket Type Early Registration After Early Registration
Member $55.00 $65.00
Non-Member $75.00 $85.00
Mar
21
Thu
Employee Benefits Benchmark @ Hilton Costa Mesa
Mar 21 @ 8:00 am – 9:30 am

Presenter: Sandy Ageloff, MBA, Managing Director, West Region Health & Benefits Consulting Leader, Willis Towers Watson

Sandy Ageloff is a Health & Benefits Leader at Willis Towers Watson.  Prior to that, she was a Principal at Towers Perrin where she worked for 18 years. Sandy brings over 22 years industry experience to her presentation and holds a current California insurance license. Sandy is a graduate of Pepperdine University, The George L. Graziadio School of Business and Management where she earned her MBA.

 

 

 

Additional Info:

  • Check the hotel signs on the day of the meeting to verify the room location
  • One (1) CE Credit with the California Department of Insurance (Course # Pending)
  • CE is available to members only
  • No reservations without payment

Refunds Policy: Registrations canceled less than 72 hours from event date cannot be refunded.

Registration Fees:

Ticket Type Early Registration After Early Registration
Member $55.00 $65.00
Non-Member $75.00 $85.00
Jun
13
Thu
Medical Carrier Executive Panel @ Hilton Costa Mesa
Jun 13 @ 8:00 am – 9:30 am
Medical Carrier Executive Panel @ Hilton Costa Mesa | Costa Mesa | California | United States

Medical Carrier Executive Panel:

  • UnitedHealthcare: Jeffrey Dooley, Regional Growth Officer, West Region
  • Kaiser Permanente: Gretchen A. Pugliese, Area Vice President for California Sales and Managment
  • Aetna: Kristen Miranda, California Market President
  • Anthem Blue Cross: Beth Anderson, VP & GM of Anthem Large Group
  • HealthNet: SVP of Sales and Retention
  • Blue Shield of California: Ken Lautsch, VP & GM of Core Accounts

 

 

Additional Info:

  • Check the hotel signs on the day of the meeting to verify the room location
  • One (1) CE Credit with the California Department of Insurance (Course # Pending)
  • CE is available to members only
  • No reservations without payment

Refunds Policy: Registrations canceled less than 72 hours from event date cannot be refunded.

Registration Fees:

Ticket Type Early Registration After Early Registration
Member $55.00 $65.00
Non-Member $75.00 $85.00