MODERN TIDES
CAJPA 2025 Anchoring Tomorrow’s Success S E P T 16 - 1 9 , 2 0 2 5
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MONTEREY
LA Fire: Property & Liability Protection Dave Winnacker, Fire Chief, Moraga-Orinda Fire Department WOW Session: Good Faith Personnel Action 5:00 pm – 6:30 pm Networking Reception in Club Room, Portola 8:30 pm – 11:00 pm Late Night Event in DeAnza Ballroom, Portola
THURSDAY, SEPTEMBER 18, 2025 TUESDAY, SEPTEMBER 16, 2025 8:00 am – 2:00 pm Golf Tournament at Bayonet Black Horse 1:00 pm – 5:00 pm Exhibitor Registration Open and Booth Set Up at Monterey Conference Center 3:00 pm – 6:30 pm Attendee Registration Open at Monterey Conference Center 3:30 pm – 5:00 pm CAJPA Board Meeting at San Carlos 4, Monterey Marriott 5:00 pm – 6:30 pm Welcome Reception/Golf Awards in the Exhibit Hall
WEDNESDAY, SEPTEMBER 17, 2025
12:15 pm – 1:15 pm | Ferrantes Room, Marriott Lunch & Learn: A Conversation for the JPA Community (RSVP Required to attend. Register Here!) Lois Gormley, ARM, Director of Communications & Member Services, SELF 1:30 pm – 2:15 pm Dessert Break in the Exhibit Hall 2:15 pm – 3:15 pm From Minor Annoying Claims (pro pers) to High Exposure Trials (Death/Catastrophic Injuries): Defending Public Entities Aggressively Vince Castillo, Partner, Castillo, Moriarty, Tran & Robinson, LLP Patrick Moriarty, Partner, Castillo, Moriarty, Tran & Robinson, LLP John Robinson, Partner, Castillo, Moriarty, Tran & Robinson, LLP WOW Session: Anchoring Resilience: Parametric Solutions for Tomorrow’s Climate and Quake Risks
7:30 am – 9:00 am Continental Breakfast
Fundamentals of Pooling Tony Giles, General Manager, CJPRMA Kim Santin, Accounting Manager, James Marta & Co
9:00 am – 10:15 am Opening Keynote Dr. Chris Thornberg, Beacon Economics
Vertical Exhaustion: How It Can Save Public Entities Millions Al Haverkamp, President, Haverkamp Law APC
10:15 am – 11:00 am Coffee & Snack Break in Exhibit Hall
Case Law Update Mike Pott, COO, PRISM
11:00 am – 12:00 pm 4850 Grab Bag – Back to Basics with 4850, Retirements and Related Topics Susan Hastings, Office Managing Partner, Laughlin, Falbo, Levy & Moresi LLP Justin Willlams, Associate Attorney, Laughlin, Falbo, Levy & Moresi LLP
Protecting Public Funds Briefing Beth Lyons, Executive Director, PERMA JPA
WOW Session: The Philosphy of Sleep-Adjusted Anchors of Pool Success - And Failure Marcus Beverly, Pool Manager, Alliant Insurance Services Beth Lyons, Executive Director, PERMA JPA Accreditation - The Value of a Risk Review for Your Organization Jim Marta, Accreditation Program Manager, CAJPA David Nunley, Accreditation Consultant, CAJPA WOW Session: Driving Better RTW Outcomes WOW Session: Tomorrow’s Threats: Today’s Tactics 12:00 pm – 1:30 pm Lunch on Your Own
8:00 am – 9:00 am Continental Breakfast 9:00 am – 10:00 am Excess Carrier/Coverage Communication Risks and Resources Rebekah Winger, LAWXC Director, Sedgwick Janie Tebb, Unit Manager, Innovative Claim Solutions Delores Murguia, Claims Examiner, Innovative Claim Solutions WOW Session: Facilitating a Healthy Productive Workplace Foundations of Effective Governance Catherine Smith, Executive Director, CAJPA After the Flames: Workers’ Compensation Lessons from the Los Angeles Fires Tim Karcz, Senior Risk Manager, CJPIA Jonathan Liff, Partner, Laughlin, Falbo, Levy & Mores Dr. Martin Schlusselberg, Pulmonologist Benchmarking 2.0 - the Metrics Risk Pools Should Be Using Puneet Behl, CFO, PRISM Dan Steele, Finance Manager, ACWA JPIA
WOW Session: When Investigations Go Wrong
Understanding and Addressing the Impact of CSAM: Protecting Youth and Strengthening Public Entity Response Dr. Glenn Lipson. Ph.D., A.B.P.P., Forensic Psychologist, Making Right Choices Dennis Popka, J.D., Attorney, Dolan, Tucker, Tierney & Abraham Lois Gormley, ARM, Director of Communications & Member Services, SELF
3:15 pm – 4:00 pm Coffee & Snack Break in Exhibit Hall
10:00 am - 10:45 am Coffee & Snack Break in Exhibit Hall
4:00 pm – 5:00 pm Code Sections You Will Be Glad You Know Robert J. Kretzmer, Director of Property Liability, SISC Jim Wagoner, Senior Partner, McCormick Barstow LLP Nicholas Rasmussen, Partner, McCormick Barstow LLP
10:45 am – 11:45 am Cumulative Trauma Claims – Are You Wasting Time and Resources? Jacquelyn Miller, WC Program Manager, Sedgwick Sarah Centeno, WC Program Manager, Sedgwick
WOW Session: Public Records Act Compliance
WOW Session: Unlocking the Power of HRAs
Pool Finance and Fiscal Oversight Puneet Behl, CFO, PRISM Ritesh Sharma, Accounting Manager, James Marta & Co
Risk Management and Member Services Rick Brush, Chief Member Services Officer, PRISM
Navigating the Digital Frontier: Modern Cyber Trends Shaping the Future of Risk Management Martin Ronquillo, Director of Cyber Risk, ASCIP How Pools are Using Artificial Intelligence in Daily Operations Amy Conley, General Manager, CIRA
The Power Within: Unlocking Student Superpowers for Safer Schools! Erica Vogel, CEO, Community Matters Julie Nester, Senior Manager of Property and Liability, San Diego County JPA
Turning the Tide: Innovative Solutions for the Public Workforce Crisis Scott McNea, Vice President, Alliant Insurance Services Maximizing the Impact of Experts to Improve the Liability Defense Case Lynn Garcia, Chief Litigation Officer, SELF Jimmy Rowe, Director of Claims, SELF 12:00 pm – 1:30 pm Lunch with Keynote Speaker in DeAnza Ballroom, Portola Kyle Scheele 1:45 pm – 2:30 pm Dessert and Grand Prize Drawing in Exhibit Hall 2:30 pm – 3:30 pm Speed Round: Essential Insights on Market Trends, Economic Conditions, Regulatory Shifts, and Cash Management Strategies Will Goldthwait, VP Portfolio, CalTRUST/State Street Global Advisors WOW Session: TBD Stronger Together: Unlocking the Power of Collaboration in JPAs Dave Ostash, CEO, SISC Dave George, CEO, SELF Liability Crisis: Anchoring Predictable Outcomes Beth Lyons, Executive Director, PERMA JPA James Formato, Lead Data Analyst, Benchmark Analytics Modern Tides of Technology: How AI is Redefining Public Service Scott McNea, Vice President, Alliant Insurance Service Weaving a Culture of Personal Connection Back into Your Team Kathy Espinoza, Kathy Espinoza Speaks 3:30 pm – 5:00 pm Closing Reception in Memory Gardens, Portola
FRIDAY, SEPTEMBER 19, 2025 7:30 am – 8:00 am Full American Buffet Breakfast in DeAnza Ballroom, Portola 8:00 am – 10:00 am Membership Meeting & Closing Legislative Keynote Dr. Brandie Nonnecke, Director, CITRIS Policy Lab, CITRIS and the Banatao Institute