Anne Ray, MD Board Certified Family Medicine Physician Elizabeth Whitham, MD Psychiatrist Danielle Dawson, MA Licensed Marriage Family Therapist Allyson Brooks, MD, FACOG Ginny Ueberroth Executive Medical Director Endowed Chair, Hoag Women's Health Institute Senior Physician Executive, Hoag

Innovation in behavioral health treatment is on the rise. At the upcoming Innovation Panel, we are joined by a team of leading experts in behavior and mental health services to discuss emerging clinical innovations to help members achieve and sustain their mental health and wellness. We will discuss how the integration of physical and behavioral health improves patient outcomes and satisfaction, reducing the total cost of care, and how digital solutions can expand access to care and fill gaps in the continuum of care. MEET OUR PANELISTS JASON RICHMOND, LMHC, CEAP ANDREW BERTAGNOLLI, PH.D HALEIGH TEBBEN VP, Sales Solutions National Director Virtual Behavior Health Services Chief Commercial Officer Headspace Health One Medical Brightline  

OCEBC welcomes Ms. Amy Dunn, Vice President, Senior Consultant, Health Compliance, Southern California with Segal in a discussion of Legislative Update. Meet Our Speaker: Ms. Dunn is a Vice President and Senior Consultant in the Health Compliance practice for Segal. She has more than 20 years of compliance consulting experience, navigating federal, state and local health and welfare laws and regulations, including the Affordable Care Act, HIPAA, COBRA, USERRA, wellness plans and IRC section 125 plans. Prior to joining Segal, Ms. Dunn was Principal/Growth Leader in Buck’s Compliance Consulting practice for more than eight years. She worked with public sector, corporate and multiemployer clients in a wide range of industries. She prepared plan documents, assisted with responses to the IRS and HHS, and designed and conducted employee training on compliance topics. Earlier in her career, Ms. Dunn was a compliance consultant at Mercer. Ms. Dunn earned a JD from Whittier Law School (Costa Mesa, CA). She holds a Masters in Health Administration and a BA in Organizational Leadership from Chapman University (Orange, CA).  Ms. Dunn previously was on the faculty of the University of Phoenix’s College of Health Professions, where she was named Faculty Member of the Year in 2019. Ms. Dunn is a frequent speaker at seminars and conferences, including the National Business Group on Health, the Western Pension & Benefits Conference, the International Society of Certified Employee Benefit Specialists and the SouthWest Benefit Association. Registration Fees: Free - 2022 Member or HR Leader/Staff $45 - Non-Member     Members, after registration and your membership has been validated, you will be sent an email with the webinar join link.     Remember, OCEBC membership includes complimentary access to all virtual events.  Renew or join today for 2023, and the webinar is free. Take advantage of the Membership Dues Special ... prices good until December 31, 2022! $99 for Brokers $129 for Non-Brokers $499 for Brokers Group Enrollment Program (3 memberships)            

Members, come and join us for drinks, appetizers and networking fun! RSVP TODAY! Not a member or want to renew your membership?  Take advantage of the 2023 Dues Special ... prices good until December 31, 2022! $99 for Broker $129 for Non-Broker          

Chapman University Economic Forecast 2023 Speaker: James Doti, Ph.D., President Emeritus, Chapman University About our Speaker:  Dr. James L. Doti is President Emeritus and Professor of Economics at Chapman University.  He earned his M.A. and Ph.D. degrees from the University of Chicago, where he was an Edward Hilman and National Science Foundation Fellow.  He joined Chapman University in 1974 and in 1978 founded the University’s A. Gary Anderson Center for Economic Research, which, under his leadership, has become nationally recognized for its scholarly research and economic forecasts. Between 1991-2016, Dr. Doti served as President of Chapman University.  During this 25-year period, Chapman experienced a sharp increase in student selectivity and academic stature. In addition to writing many peer-reviewed articles in academic journals, he has co-authored two textbooks entitled Econometric Analysis with EViews, Fourth Edition, and Statistical Analysis with Excel, Fourth Edition.  Dr. Doti has also co-authored The Market Economy - A Reader, which received the Templeton Honor Award for Scholarly Excellence. Dr. Doti is a leading figure in the Orange County business and academic communities.  He also serves on the boards of First American Financial Corporation and Whittier Trust. As a long-distance runner, Dr. Doti has completed 60 full marathons, including ten runnings of the famed Boston Marathon. Registration Fees: Members $75.00 Non-Members $95.00     ***Note to our 2023 Sponsors or Broker Group Enrollment Program Members*** The Breakfast Meeting is prepaid for our 2023 Sponsors and Members who are in the Broker Group Enrollment Program.  Please click HERE to RSVP for the Breakfast Meeting at no additional cost. If you renewed or joined as an Individual Broker or Non-Broker, you will need to purchase the Member ticket to the Breakfast Meeting. Questions can be directed to director@ocebc.org.  Thank you!

PANELISTS: Jeannie Moravits Smith Founder and CEO Dynamism Leadership Michelle (Davies) Hamilton Director of People & Talent InStride Ellen Lee, SPHR Head of HR | Sr. Director of HR Q CELLS   The webinar will feature the panel of HR experts on the following discussion topics: Challenges facing business entering 2023 How to prioritize for the most important business challenges, how employee benefits plan plays a role in the challenges Building a data-driven culture in HR, what tools are critical and what challenges you have with employee benefits plan package Registration Fees: 2023 Members - Complimentary Non-Members - $45     Members, after you RSVP for the webinar and your membership has been validated, you will be sent an email with the webinar join link.     Remember, OCEBC membership includes complimentary access to all virtual events.  Renew or join today!  

SAVE THE DATE! Thank you to our 2023 new and renew members!  Join us on March 16th at the Goat Hill Tavern for drinks and burgers and networking fun.  Hope to see you there! Date: Thursday, March 16, 2023 Time: 4:00 pm - 6:00 pm Location:  The Goat Hill Tavern, 1830 Newport Blvd, Costa Mesa, CA 92627 RSVP hereNot a current member?  Join or renew today to take part in the fun.

OCEBC will be randomly selecting 5 attendees after the webinar to receive Chris Dyer's book, Remote Work.  Be sure to stay for the entire webinar in order to qualify for the drawing. REGISTRATION FEES: 2023 Members - Complimentary Non-Members - $45     Members, after you RSVP for the webinar and your membership has been validated, you will be sent an email with the webinar join link.     Remember, OCEBC membership includes complimentary access to all virtual events.  Renew or join today!  

GOLF AGENDA 7:00 am Check-In Grab your goodie bag, purchase your raffle tickets, grenade tickets & mulligan packages! 7:00 am – 8:30 am Breakfast, Raffle, Putting Contest & Driving Range Enjoy a complimentary breakfast and Bloody Mary or Mimosa Purchase grenade tickets & Mulligan Golf Packages for Contests Purchase and play the raffle. Tickets will be available to purchase until lunch. Due to several raffle prize sponsors this year we increased our prize budget by 250% so get in early to win some great prizes! Join the putting contest or practice your long drive at the driving range 8:30 am Shotgun Start Grant’s Wishes Donation Holes: Proceeds will benefit Grant's Wishes Foundation, which helps give children strength in their ongoing battles to conquer cancer. Hole #6, a Par 4, will feature a golf ball cannon for an exciting opportunity to launch the ball towards the green with the aid of a cannon. Join professional golfer Brigitte Dunne on Hole #10, a Par 3, for a chance to beat the pro. 1:30 pm Lunch Reception Happy Hour! Raffle winners will be announced. Winners announced and prizes handed out. 1st Place Foursome 2nd Place Foursome Longest Drive Contest (Men & Women) Hole in One Contest (Men & Women) Putting Contest Beat the Pro 3:00 pm Conclude PAINT & SIP AGENDA REGISTRATION: 10:30 am - 11:15 am PAINTING: 11:30 am - 1:30 pm HAPPY HOUR & LUNCH: 1:30 pm – 3:00 pm We are excited to have you join us for a fun day of painting, networking, and breathtaking views. Provided here are logistics for the day so you are prepared upon arrival. This event includes painting, appetizers, 2 drink tickets, and a lunch reception.  Painting will begin promptly at 11:30 am. We ask that you please arrive between 10:30 am - 11:15 am, to allow time for registration, set up and to be seated.

OCEBC Healthcare Symposium | Shifting Tides: The Rise of Self-funding and the Future of Healthcare Spend June 8, 2023, Lido House, Autograph Collection Hotel, Newport Beach California The Healthcare Symposium is one of OCEBC’s signature in-person meetings, where we had a turnout of 140+ attendees and 13 exhibitors.  Attendees received invaluable insights from our expert panelists on the current market landscape, possible solutions for cost containment, and an opportunity to visit industry exhibits to learn more about the latest products. Discussion topics included: The feasibility of smaller groups making the transition to self-funding. How the trend has evolved over time, and where it is headed. What cost containment strategies are being used and will be deployed to control medical and pharmacy expenses. What impact the shift to self-funding has on internal strategies of your company and other healthcare organizations. Moderator & Guest Panelists: Robert Burnell, Senior Vice President, Health & Benefits, AON - Moderator Libby Guzzo, Strategic Partnership Lead, Surest, A UnitedHealthcare Company Joel Hull, Employee Benefits Captive Practice Leader and Shareholder, Innovative Captive Resources Dr. Jeffrey Klein, Chief Medical Officer SoCal and NV, Cigna Tim Lieb, Senior Vice President, Growth and Marketing, Blue Shield of California Kathy Martella, Vice President and General Manager California Commercial Business, Anthem Kyle McDonald, Chief Growth Officer West and South Central, Aetna Kristen Rivers, Senior Vice President of Sales, West Region, Pareto Health Dr. John Rott, Regional Assistant Medical Director, Kaiser Permanente EXHIBITORS

EVENT IS SOLD OUT! Please email director@ocebc.org to be placed on the waiting list. OCEBC's 7th Annual Women's Event will be held on August 10th from 11:00 am - 2:30 pm at the Marriott Irvine Spectrum. We are thrilled to partner once again with Hoag Women's Health Institute to present "Empowerment from Within: A Women's Luncheon on Self-Care and Success." Our esteemed moderator, Dr. Allyson Brooks, Ginny Ueberroth Executive Medical Director Endowed Chair, Hoag Women's Health Institute, Senior Physician Executive, Hoag, will lead a thought-provoking discussion on achieving balance in all aspects of life. Joining her on our expert guest panel are Dr. Anne Ray (Board Certified Family Medicine Physician),  Dr. Cathy Cheng (Sleep Medicine Specialist), Preeti Soni, MS, RD, CDCES (Registered Dietitian), and Dr. Kathryn Karkut (Certified Pelvic Rehabilitation Practitioner). Together, they will share valuable insights, personal experiences, and practical tips to help you navigate the journey towards balance and fulfillment. Cancellation/Refund Policy: Cancellation request must be emailed to director@ocebc.org and received no later than 12:00 pm on Monday, July 17th, for a full ticket refund. GIFT BASKET TICKET PRE-SALE - Buy your tickets in advance! Gift Basket #1 One Night Stay Certificate at the Marriott Irvine Spectrum (Value $450) South Coast Plaza Gift Certificate (Value $250) Ra Yoga 10 Classes (Value $300) The Treatment Gift Certificate for Full Face Laser Treatment + Products (Value $675) Sunfare Meal Delivery Service Signature Diet Certificate for 5 Days - Breakfast, Lunch, Dinner and Snacks (Value $386) Women's Designer Sunglasses (Calvin Klein or Diane Von Furstenberg) and Yeti Mug (Donated by VSP) (Value $300) Kendra Scott Demi Fine Set (Value $450) Gift Card for Hoag for Her Center for Wellness (Donated by Hoag Women's Health Institute) Gift Basket #2 One Night Stay Certificate at the Marriott Irvine Spectrum (Value $450) Montage Resort Spa Certificate for $250 Massage or Facial (Donated by VSP) The Treatment Gift Certificate for Full Face Laser Treatment + Products (Value $675) Sunfare Meal Delivery Service Family Dinner Certificate for 3 Nights (serves up to 5 people) (Value $269) Women's Designer Sunglasses (Calvin Klein or Diane Von Furstenberg) and Yeti Mug (Donated by VSP) (Value $300) Kendra Scott Fashion Jewelry and Color Bar Voucher (Experience at Fashion Island) (Value $250) Gift Card for Hoag for Her Center for Wellness (Donated by Hoag Women's Health Institute) Thank you to our Gift Basket donors - VSP, Marriott Irvine Spectrum, The Treatment Skin Boutique, Kendra Scott, Ra Yoga and Sunfare!

Not a member? The event ticket cost is $100. Join or renew your membership at our 2023 prorated dues of $65 (Broker) or $75 (Non-Broker) today and the event is complimentary.