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2017 Winter Conference

Celebrate The New Year With IIABCal

Join your peers celebrating 2017 at the IIABCal Winter Conference, Jan. 31 - Feb. 1, 2017 at the DoubleTree Suites by Hilton Santa Monica. Winter Conference events include the Annual Meeting & Installation Luncheon, Past Presidents/Ramsden-Sullivan Dinner and the Board of Directors Meeting. 

Registration Fees: Individual Registration Fee is $50.    Table of Ten Registration Fee is $450.

Past Presidents/Ramsden-Sullivan Dinner
Jan. 31, 2017

6:00 - 10:00 p.m. (By Invitation Only) 
WCIRB Workers’ Compensation Fundamentals (1 CE)

Feb. 1, 2017
9:00 – 10:00 a.m.

This 1-hour Continuing Education Credit session will include a concise overview of each of the following workers’ compensation insurance topics:

·        Classification – How are businesses classified for workers’ compensation insurance?

·        Experience Rating – How are experience modifications calculated in 2017?

·        Final Audit – What should a policyholder expect at the time of their premium audit?

·        Resources – What online tools are available to help you do your job?

The Instructors

Tim Beery is the WCIRB's Outreach and Education Specialist, and regularly provides presentations to groups of insurers, agents/brokers, and employers. Tim has been with the WCIRB for 15 years and enjoys helping others understand the California workers' compensation insurance system.

Lynn Yelverton is a Quality Assurance Director with more than 30 years of experience at the WCIRB, and vast expertise in classification and test audit procedures. Lynn was a key contributor in the development of CompEssentials: Classification Basics.    


Mix It Up!
Feb. 1, 2017

8:30 - 11:30 a.m.
Registration: Welcome to the Winter Conference!

9:00 - 11:30 a.m. 
Professional Headshots Photo Shoot: Professional photographer will be on deck to take professional headshot photos for members at no charge.  Photos will then be provided to members through IIABCal. Please come dressed for success!

10:00 - 11:30 a.m.
Join The Conversation
: Mix it Up with your fellow members and kick off the new year with some old fashioned carnival treats elevated to include Bloody Marys and Mimosas!  Share your thoughts & goals for an outstanding 2017!



Annual Membership Meeting
Feb. 1, 2017
11:30 a.m. - 12:00 p.m.

Presentation of 2016 Annual Report/Outgoing President's Report
Outgoing President Craig Williams of JSW Insurance Associates, Pleasanton, will present the Annual Report to the membership and make final remarks as president of the association.

Resolution Committee Report
IIABCal Secretary-Treasurer Todd Williams of Buckman-Mitchell, Visalia, will present the 2017 resolutions to the general membership for approval.

Ramsden-Sullivan Memorial Award Presentation
IIABCal will present the Ramsden-Sullivan Memorial Award to an individual who truly exemplifies service to the American agency system and the insurance industry, has an outstanding record of service to IIABCal and to his/her community, and has worked to improve the images of insurance brokers and independent agents.

Installation Luncheon
Feb. 1, 2016
12:00 - 1:30 p.m.

Installation of 2017 IIABCal Officers & Directors
IIABCal CEO Clark Payan will install the 2017 officers and directors of the association during the swearing-in ceremony.

2017 President Remarks
Incoming President Dave Nelson of Tegner-Miller, Santa Monica, will outline key strategic goals of the association during his installation remarks.

2017 Installation Keynote Address
Big "I" Chairman-Elect Spencer Houldin of Ericson Insurance Advisors, Roxbury,CT, will provide his insight to agent issues on the national level as he keynotes the Installation Luncheon.

IIABCal Board of Directors Meeting
Feb. 1, 2017
2:00 - 4:00 p.m
.  Open to all IIABCal members

DoubleTree Suites by Hilton Santa Monica

1707 4th Street
Santa Monica, CA

Room Rate: $249
Room Cut-off Date:  January 7, 2017
Day Parking: $12 Day Event Valet Parking; Overnight Valet Parking: $32

Booking Rooms:  We have a limited number of rooms contracted on a first come first serve basis.  Anyone wishing to make a room reservation should contact Jill Turner at  

Sponsorship Benefits

Gold Level - $4,500 (With $500 Benefit) = $5,000, 1 Comp Table (10 Lunches)
1 High Top Table with Name Sign.
Opportunity to provide Door Prize to be announced & presented for added company recognition. 

Silver Level - $1,000 (With $500 Benefit) = $1,000, 2 Comp Lunches
1 High Top Table with Name Sign.
Opportunity to provide Door Prize to be announced & presented for added company recognition.

Bronze Level
 $500 (Included as Benefit for all Associate Members)

High Top Set up:  Please note IIABCal will provide our Gold and Silver Sponsors with (1) High Top table and sign for their use.  We will not be doing exhibit displays.   Please email Jill Turner at if you would like a table.

Door Prizes:  Gold & Silver Sponsors are welcome to provide a door prize that will be drawn during the luncheon.  Only Agent Brokers will be eligible and you must be present to win.  Sponsors are responsible for getting the door prizes to the winners.  IIABCal will not be responsible for shipping door prizes.