2024 Spring Forum
Thursday, May 9, 2024
The Resort at Pelican Hill, California
Join California self-insured group administrators, affiliate board members and associates in the self-insured group industry for this exclusive networking and educational event at the Pelican Hill Resort in Newport Beach. The CA-SIG Spring Forum provides a personal setting to make connections and network with those who specialize in the California SIG industry.
Hotel Information
The Resort at Pelican Hill
22701 Pelican Hill Road
South Newport Coast, California 92657
www.pelicanhill.com | 855-857-7297
Online Reservations: Book Today
Sleeping Rooms: $550/night plus taxes and fees.
Registration
(Education Session, Reception, Dinner and Keynote Presentation)
$130 Member – includes education session, reception and dinner/keynote
$185 Nonmember – includes education session, reception, and dinner/keynote
$165 Nonmember – includes reception, dinner/keynote only
Schedule of Events
2:30pm – 5:00pm Education Session
5:30pm – 6:30pm Reception & Networking
6:30pm – 9:00pm Dinner & Keynote Presentation
The Reservations phone number for guests to call and book is 855-857-7297, guest must identify they are booking in the CA-SIG group block to receive the discounted group rate. There is a one night room/tax deposit required at time of booking and the guest has up to 7 days prior to arrival to cancel/receive refund.
To reserve a guest room at the Resort at Pelican Hill, South Newport Coast, California with our special rate, reservations must be made by Tuesday, April 9, 2024. Book online by using our specific code for the special rates. Click here to reserve your room at the Resort at Pelican Hill!
Presentation topic: Legacy Leadership & Making it GREAT in Your Space
- Revealing the key ingredients to my “Successipe” to making it Great in any space.
- What’s the Real MVP and why your MVP should be congruent with the company’s?
- Keys to Reframing Adversity & Change along the way & leveraging the power of “OR”.
- Getting clear on the “Why” and not just the “When, Where & What” you do. “Why” what you do MATTERS.
- Revealing the #1 Challenge, the #1 Skillset and the #1 Goal of any Great Leader in ANY space and why you should consider adopting this as your own.
- Not just a “Job” but your “Growth Pod”. Not just a “Career Field” but a “Mission Field”.
Finally, make the attendees T.A.L.L.E.R:
T- Think
A- Act
L- Laugh
L- Learn
E- Excel
R- Reflect
FinCEN Requirement
Starting in 2024 newly formed, corporations, limited liability companies (LLCs), limited partnerships, and other entities that file formation papers with a state’s Secretary of State’s office (or similar government agency) must file a report with the U.S. Treasury Department’s Financial Crimes Enforcement Network (FinCEN) providing specified information regarding the entity’s “beneficial owners.” Entities in existence prior to January 1, 2024, have until January 1, 2025, to file these reports.
He will discuss the requirements, who must follow the filing and how can we do this.
James Marta CPA, CGMA, ARPM is the Managing Partner of James Marta & Company his firm specializes in serving government nonprofit entities and has a specialty in governmental, nonprofit and captive pooling. He is also the Accreditation Manager for the California Association of Joint Powers Authorities and as served with CAJPA for over 20 years.
This presentation will define the characteristics of an Active Shooter and help to identify potential behaviors of concern within the workplace. Discussion will include the civilian response to an active shooter incident and how our actions can dramatically affect the outcome of an attack.
Christopher Kimble, Sergeant in the Newport Beach Police Department, has worked on a variety of assignments including Patrol, SWAT and Detectives. There has clearly been a growing need has emerged for civilian training in response to the growing threat of active shooter and workplace violence. Since that time and with education provided by the FBI and HSI, Sergeant Kimble has provided crucial training to numerous corporations, businesses, churches and schools on the subject matter of Active Shooter and Threat Assessment.
2024 Sponsorship Opportunities
Available to CA-SIG Members Only
Highlight your company with this prestigious evening event.
Premium Sponsor
$2,500 - Exclusive - SOLD
- 4 event tickets
- One minute at the podium to address the audience
- Recognition on event webpage, email marketing and brochure
- Shared table space for collateral materials
- Logo on event signage (top billing)
- Verbal recognition
Wine Sponsors
$1,000 each
- 1 event ticket
- Logo on tent cards at the reception
- Recognition on event webpage
- Shared table space for collateral materials
- Logo on event signage
- Verbal recognition
Dinner Sponsors
$1,500 each
- 3 event tickets
- Logo on tent cards on banquet tables
- Recognition on event webpage, email marketing and brochure
- Shared table space for collateral materials
- Logo on event signage
- Verbal recognition
Supporting Sponsors
$600 each
- Shared table space for collateral materials
- Logo on event signage
- Verbal recognition
Reception Sponsors
$1,250 each
- 2 event tickets
- Logo on tent cards at the reception
- Recognition on event webpage
- Shared table space for collateral materials
- Logo on event signage
- Verbal recognition
Thank you to our following 2024 sponsors
Premier Sponsor
Dinner Sponsor
Reception Sponsors
Wine Sponsor
Supporting Sponsors
