Anchoring Tomorrow’s Success
SEPT 16-19, 2025 | MONTEREY
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
7:30 am – 9:00 am
Continental Breakfast
9:00 am – 10:15 am
Opening Keynote
Dr. Chris Thornberg, Beacon Economics
10:15 am – 11:00 am
Coffee & Snack Break in Exhibit Hall
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
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
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
Fundamentals of Pooling
Tony Giles, General Manager, CJPRMA
Kim Santin, Accounting Manager, James Marta & Co
Vertical Exhaustion:
How It Can Save Public Entities Millions
Al Haverkamp, President, Haverkamp Law APC
Case Law Update
Mike Pott, COO, PRISM
Protecting Public Funds Briefing
Beth Lyons, Executive Director, PERMA JPA
WOW Session: When Investigations Go Wrong
3:15 pm – 4:00 pm
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
WOW Session: Public Records Act Compliance
Pool Finance and Fiscal Oversight
Puneet Behl, CFO, PRISM
Ritesh Sharma, Accounting Manager, James Marta & Co
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
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
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
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
10:00 am - 10:45 am
Coffee & Snack Break in Exhibit Hall
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: Unlocking the Power of HRAs
Risk Management and Member Services
Rick Brush, Chief Member Services Officer, PRISM
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