Session List
Full Schedule
Date/Time Session Room
10/6/2020 9:00 AM -to- 9:30 AM Opening Session & Welcome
Maggie Stedt
10/6/2020 9:30 AM -to- 10:30 AM Rethinking Every Strategy Inside of Your Agency - For 2020 and Beyond
Joe Buzzello
Click HERE to see Joe's video about his session!
10/6/2020 11:45 AM -to- 12:00 PM CAHU Awards (Chapters)
Bruce Benton
Pat Stiffler
Join us in recognizing our chapters and members for the outstanding work they did over the past year!  
10/6/2020 12:00 PM -to- 1:00 PM LUNCH & Exhibit Time
10/6/2020 1:00 PM -to- 2:00 PM ACA Hot Topics- CE #332631
Paul Roberts
ACA Hot Topics - #332631
This class details the hottest topics of the Affordable Care Act in the group market as we embark on our journey thorough fourth quarter and prepare for the start of another new year – along with all the compliance responsibilities it brings. We will be addressing ACA compliance, ACA IRS reporting, California individual mandate reporting, the legality of the ACA as heard by SOCUTS, and will include a special focus on recent ICHRA, FSA, and HSA changes.

This class is by external registration ONLY.  Please use this link to register:
10/6/2020 1:00 PM -to- 2:05 PM 3 Power Principles for Unstoppable Success
Richard Greene
10/6/2020 1:00 PM -to- 2:10 PM Self Funded Employee Benefits CE #296392
Dave Fear Jr.
Click HERE to see Dave's video about his session!
10/6/2020 2:15 PM -to- 3:20 PM How to Manage Your Business Goals and Time Effectively
Carl Pullein
Click HERE to see Carl's video about his session!
10/6/2020 2:15 PM -to- 3:20:06 PM Finding Gratitude in the Face of Uncertainty - Inoculating Your Brain Against Anxiety and Stress
Devin Hughes
10/6/2020 2:15 PM -to- 3:30 PM Health Plan Cost Containment in the Large Group Market for 2020 CE #384644
Dorothy Cociu
Click HERE to see Dorothy's video about her session!
10/6/2020 2:15 PM -to- 3:30 PM Group Benefits vs Medicare Benefits: At 65 Should Your Prospect Remain on Their Group Plan or Move t
David Garcia
10/7/2020 9:00 AM -to- 9:15 AM Welcome
Maggie Stedt
10/7/2020 9:15 AM -to- 10:15 AM National & State Legislative Perspectives
Marcy  Buckner
Faith Borges
Marcy Buckner, Vice President of Government Relations for NAHU, and Faith Borges, CAHU Advocate, will discuss the political future we are looking at as a state and as a country.  
10/7/2020 10:15 AM -to- 10:30 AM CAHU Awards (Individuals)
Bruce Benton
Pat Stiffler
10/7/2020 10:30 AM -to- 11:30 AM Leading with Focus: Collaboration and Productivity without a Billion Videoconferences
Beth Z
Overnight the traditional workplace culture shifted when the pandemic forced our country's workforces into work-from-home models. Neverending videoconferences haven't helped you and your colleagues be more efficient... they're just wasting your time.
Join Your Nerdy Best Friend, aka Beth Z, for proven techniques for focus and productivity, along with the tools to lead your team to be more efficient and effective.

    • Learn ways to cut down on time-wasting meetings and increase productive hours.

    • Discover five easy-to-implement, proven techniques for focus and time management.
    • See collaboration tools that will help you lead your colleagues into more productivity in less time.
10/7/2020 11:30 AM -to- 12:30 PM Golden Nuggets of Sales & Service
Nancy Friedman
Featured as one of the 10 SPEAKERS at the 2018 NAHU national convention in San Diego, CA, Nancy wow’d ‘em with her session. She’s also a 2-time MDRT speaker and received rave reviews there as well. The numerous insurance association meetings and conferences she’s appeared at are impressive as well. The list goes on.
So, we are bringing her to our OCTOBER 2020 VIRTUAL conference. Nancy specializes in sales and customer retention. And even getting NEW clients…and reviving old.
She’ll be delivering her popular GOLDEN NUGGETS OF SALES & SERVICE. A program filled with ideas, tips, skills and techniques you’ll be able to use forever and best of all – immediately. And time permitting, she’ll share her famous 5 Frustrating Voice Mail Frustrations. You don’t wanna miss that!
We’ll be bringing you more information on Nancy and her critically important topics up to the conference date. In the meantime, LinkedIn with her at get started with her tips, ideas, skills and techniques. You’ll be glad you did.
Or visit her at
10/7/2020 12:30 PM -to- 1:10 PM LUNCH & Exhibit Time
10/7/2020 1:15 PM -to- 2:20 PM How to Sell Tactfully During the Pandemic
Steve Heroux
Click HERE to see Steve's video about his session!
10/7/2020 1:15 PM -to- 2:20 PM Benefits Technology - Beyond the Core
Cinnamon Trimpey

It is common for benefit brokers to utilize an enrollment technology platform to enroll their core benefits; Medical, Dental, and Vision.  What if you could enroll your core benefits and your voluntary benefits all on one platform and also have the ability to provide Consolidated Billing ®, reconciliation, and remittance solutions to ease the administrative burdens for your client?  There are many insuretech providers in our industry that offer this benefit for your clients.  Come with me and we will explore these options and how they will benefit your agency and your clients.

10/7/2020 1:15 PM -to- 2:20 PM Introduction to CalSavers
Jason Gilbert
Introduction into CalSavers, the California’s new retirement savings program that will of workers in California the opportunity to get on track for the future.

CalSavers is available to California workers whose employers don’t offer a workplace retirement plan, self-employed individuals, and others who want to save extra. Savers contribute to an Individual Retirement Account (IRA) that belongs to them. Employers that don’t offer their own plan will need to register for CalSavers by their deadline and facilitate their employees’ access to the Program.
10/7/2020 1:15 PM -to- 2:30 PM The Options of a Single Payer System CE# 363714
Neil Crosby
Click HERE to see Neil's video about his session!
10/7/2020 1:15 PM -to- 2:30 PM Embracing Authenticity on LinkedIn
Ryan Miller
See Ryan's video HERE to learn more about his session!
10/7/2020 2:30 PM -to- 3:30 PM Summit Closing & Grand Prize Raffle!
Maggie Stedt