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| View Prior Versions of this
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Aug 06, 2002 *
Sep 30, 2002
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Dec 30, 2003 *
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Feb 03, 2004
Mar 31, 2004
May 08, 2004
May 24, 2004
Jun 06, 2004
Sep 19, 2004
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| Minutes of 3/16 Meeting
Motion - Pay Hotel, Airfare & Registration for any officer who wants to
attend NLI
in Phoenix - passed unanamously
Discuss disbanding, merging, etc at 4/20/2005 meeting |
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| March 16 |
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Gerry Owen
www.YourWisdomPath.com
1
CE Credit |
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Finding and Following YOUR
Ethical Wisdom Path |
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Click here to RSVP |
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Ethical questions challenge us
daily and when they confound us, a high price is paid in productivity,
morale and dollars. Often slipping under the legal radar, these
challenges, if handled poorly, lead to increased job dissatisfaction and
higher turnover rates, more legal liabilities and vulnerabilities, and
decreased productivity. They seem especially troubling to people in
their 30s and 40s who describe themselves as ill-equipped for ethical
success. |
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Company policies are important, yet their day-to-day
implementation leaves a potential gap. Employees, who want to see
themselves as ethical, cannot act ethically when they lack the tools to
meet these challenges. Unintentional injury and costs result. This
program, tailored to your needs and policies, helps you and your
employees take control of ethical challenges and find the answers best
for your company.
CPCU
Ethics Code
CPCU Creed Marsh
Issue NAHU
Code of Ethics
Article
in Calif. Broker Magazine
CPCU National Power Point Presentation on Ethics
Ethics
Awareness Month 3/2005
Biography |
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| February 12
Click her for more info.
25th Anniversary Dinner Dance |
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| February 16 - DARK, since we have an
event the Saturday before. |
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| March 8 -
Los Angeles Chapter Meeting
Car Pool RSVP |
| Treasurer's
Report 1/2005 |
| January 19 -
RSVP |
| Gary Embleton - 1 CE Credit - Insuring Catastrophes
- Power Point Presentation
in .pdf |
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| December 15 |
| We will be "dark" have a great time with your other
Holiday activities
during December. |
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| 2005 |
| Thursday January 13, San Gabriel Chapter, NLI,
Stress Management |
| October 20 |
| Dark - Visit the National Convention in Los Angeles
www.CPCU2004LA.com |
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Click here to RSVP
Click here to view the Calif. State Division of Worker's Compensation
Website on New Worker's Compensation Laws |
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July 21 |
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Board Meeting - Regular Time 7:30 AM
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Mill's Restaurant
18925
S. Western Ave.
Western & 405
Gardena, CA 90248
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(310)
768-8995
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Agenda - Membership - Bulk Mailings |
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August 18 |
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MILL's Restaurant - Regular Time 7:30 AM Board Meeting - Agenda - Membership - Bulk Mailings,
Click here to
view the Agenda & Minutes |
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Cancelled for 9/15/2004 - He had a change of Business Plans
- Strategy |
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Dave Evans -
Crisis and Team Building
"SEVEN SECRETS FOR RESOLVING CONFLICT"
People are human and have a way of
getting into disagreements and conflicts. But conflicts can end up
causing an unbelievable amount of damage. And when they occur in an
organization, they can completely undermine the success of the
organization's mission. They can drain away its creative energies.
 The good news is
that there is hope! There are some simple things any of us can
 do
to keep a conflict from developing, or to reverse or detoxify a conflict
once it's gotten started.
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In fact there are seven key things we can do
to help resolve almost any conflict situation. In this speech David
Evans outlines each of the seven things, drawing from his experience as
a professional mediator in over 350 cases. He has worked in the Los
Angeles County Dispute Resolution Program, and in the years 2000 and
2001 received the Outstanding Case Award, presented by the Los
Angeles County Board of Supervisors.
In the speech
"Seven Secrets for Resolving Conflict," Evans draws on the experiences
and insights from the hundreds of cases he has mediated. He shares some
amazing stories along the way. One involves a father and son who had
been in court suing and counter-suing each other for eight years! It was
only after mediation that they were able to finally resolve their
differences. The key to the resolution involved one of Seven Secrets.
This is an entertaining and fascinating speech. But above all it is
filled with valuable information. Audience members learn the Seven
Secrets that they can then use to transform any of the conflicts they
witness in their own lives and environments.
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| Judith Meyer,
George Wallace,
Wendy Barlin
Lt. John Skipper Joe Reber |
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To be Rescheduled - due to OUR Board Meetings
| John Kent, Esq. a former
Social Security
Judge will speak on Disability Issues - 1 CE Credit Pending |
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To be Rescheduled - due to OUR BOARD Meetings
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Mel Kaufman - will speak on how to make networking
at meetings more effective
BIO
In 1981, Mel Kaufmann began his journey into “networking”
as a marketing representative for the Wilshire Chamber of Commerce in Los
Angeles, California. Kaufmann found that members would attend events with
the hope of obtaining new business. These members often left these events
disappointed. They did not know how to convert Meetings to Money.
Kaufmann realized that “networking” was the root problem.
At that time, “networking” was an undefined, frivolous activity. Beginning
in 1981, Kaufmann gave short presentations to new members, and over time,
transformed “networking” into a discipline known as The Link System.
Kaufmann then refined this discipline into a teachable skill. Now, The
Link System™ can be taught to anyone willing to
put in the time, effort, and resources.
Megatrends defines it. Fortune writes it.
Kaufmann teaches it.
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June 16 |
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Officer Installation and
Juli Kalman of the
Cabrillo Marine Aquarium will speak
on Local Marine Life and Environmental issues
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| May 19, 2004 |
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Joe
Reber, J.D., L.L.M. - Attorney at Law
Estate and Tax Planning, Expert Witness Services
International Lecturer
With over 30 years
of estate planning experience, Joe Reber is well known for
his extensive knowledge of Estate Planning, Living Trusts
and Federal Tax Planning. Mr. Reber's practice focuses on
Revocable Living Trusts, Charitable Trusts, Irrevocable
Insurance Trusts, Special Trusts, Wills, Estate, Gift and
Income Tax Planning; Probate, Trusts Administration and
Termination; Asset Protection; and Expert Witness Services.
Joe Reber -- Estate Planning
Attorney:
 | Law Degree - UM |
| Advanced Law Degree in Taxation - NYU |
| Admitted to practice law in California, New York,
Montana, the United States Supreme Court, and U.S. Tax
Court |
| Over 30 years of Estate Planning experience |
In addition to providing excellent service to his private
practice clients, Mr. Reber is known nationally and
internationally for his witty, lucid and informative
lectures on creative tax and estate planning.
View Mr. Reber's Website |
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April 21
Judith Meyer, Esq. Deputy District Attorney will talk
on - Prosecuting Fraud, identity theft, and a bit about the types of
financial elder abuse out there and what can be done to prevent it happening
to you or your family and clients. She'll throw in her war stories at no
extra charge.
Daily Breeze
Article on a pending fraud case
Pending Rape
Case Conviction
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Judith
Levey Meyer has served as a Deputy District Attorney
since 1994, first in Ventura County and then in Los Angeles County.
She is currently assigned to a special unit where she prosecutes
cases involving adult and child sexual assault, family violence,
stalking, elder abuse, and other serious felonies. During law
school, she clerked for the United States Attorney's Office
Organized Crime Strike Force and the Los Angeles County District
Attorney's Office.
In the evenings, as an
assistant professor, Judith shares her litigation experience with
students at Pacific Coast
University School of Law in Long Beach. In addition to her
teaching duties, she is helping establish the school's moot court
program.
During her
undergraduate years, Judith began her career of leadership and
service as a professional whitewater raft guide, Emergency Medical
Technician, and professional ski patrolman. Skilled in American
Sign Language, Judith also served during law school as a sign
language interpreter for the
California Center for Law and the Deaf. She advanced her
Spanish language skills during an immersion program in Costa Rica.
Judith Levey Meyer
graduated Magna Cum Laude from
Pepperdine University School of Law in 1993, where she was on
the Dean's List, graded on Law Review, and received an American
Jurisprudence Award. That same year, she received a certificate in
Negotiation, Mediation & Arbitration from the Institute for
Alternative Dispute Resolution at Pepperdine. She received a BA in
Communication Studies from the University of California, Santa
Barbara in 1988.
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She is certified by the
California and Colorado state bars. Judith is active in the legal
community and is a member of several organizations, such as:
California District Attorneys Association,
Los Angeles County Bar Association,
Mexican American Bar Association
of Los Angeles County,
Italian American Lawyers Association of Los Angeles,
Women Lawyers Association of Los Angeles,
Black Women Lawyers
Association of Los Angeles, League of Women Prosecutors, Long Beach
Women Lawyers Association, National
Council of Jewish Women,
South Bay Bar
Association, the Lawyers' Club,
and
Joseph A. Ball - Clarence S. Hunt Inn of Court.
Judith has served as a
Volunteer Judge and Volunteer Arbitrator for the Los Angeles County
Superior Court. Other volunteer work includes: serving as a Judicial
Election Evaluations Committee member for the Los Angeles County Bar
Association, mentoring elementary children through Project Lead, a tutor
for Operation Read at the Los Angeles County Bar Association Literacy
Project, a judge for mock trial competitions with the Constitutional
Rights Foundation, and a collector for the Victim of Crime Holiday
Giving Drive.
A San Fernando Valley
native, Judith Levey Meyer now lives in Long Beach with her husband,
Steve. They are active in local organizations such as the Boys and
Girls Club of Long Beach. They are avid scuba divers, skiers and
sailors. They enjoy spending evenings at home with their dog, Casey, a
black Labrador retriever.
She is also a Judicial
Officer (Judge # 69) Candidate for more info.
Click here |
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March 17 |
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She was a GREAT speaker, made
it VERY easy to understand the concepts and was especially helpful in
the Questions and Answer portion of the talk. She understands that
$$$ is not just numbers - but is often psychological and emotions. |
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* 5 Steps to Financial Success
Learn all aspects of financial security and awareness, and create a
path toward financial freedom.
Wendy Barlin is
more than an accountant. She is a Personal Business Manager and
financial confidante. Her specialty is taking all the tedious
financial chores off the shoulders of busy professionals and business
owners so that they can focus on the areas where they excel.
Her professional
experience spans more than 10 years in industries as diverse as
hospitality, entertainment, manufacturing and the retail industry.
Together with her international background and an understanding of
foreign trade, she brings rich sources of information to her clients'
businesses. She and her team provide a full range of accounting,
bookkeeping and income tax services.
Wendy is
committed to her clients' success. Whether establishing cost-cutting
computer systems for them, negotiating with their banks or vendors, or
analyzing their cash flow, she ensures that all financial decisions
lead to greater profits.
Growing up in
Cape Town, South Africa, she graduated from the University of Cape
Town with a double major in Accounting and Information Systems. By
learning accountancy using pencil and paper rather than computers, she
knows the intricacies of the information flow through the accounting
system. This makes it easy for her to solve problems quickly.
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During a one-year
break spent backpacking around the world in search of her dream, Wendy
fell in love with the sparkle of the City of Angels and decided to make
her home here. She is married to an American from a small town in
Michigan.
Wendy is a member of the California Society of CPAs and the American
Institute of Certified Public Accountants. She served on various
committees for the Jewish Federation of Los Angeles and is a mentor for
the Jewish Vocational Services Mentor Program.
View her Web Site
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February 18 |
Lt John Skipper with the Redondo Beach Police Department. He
has been been in law enforcement for 28 ½ years, first with LA Sheriff's Dept.
and with RBPD since 1977. During that time he has worked as a patrol
officer, supervisor and Lieutenant and likewise for Investigations with
over 14 years experience in Investigations, primarily narcotics and
surveillance. He also served on SWAT for 17 years.
He has been extensively involved in developing a
regional model for
Homeland Security since 9-11. He was the chair of the South Bay
Police Chiefs Terrorism Advisory Committee which developed a plan that has
since been recognized by the Police Executive Research Forum (PERF), The
U.S. Department of Justice Community Oriented Policing Symposium (COPS),
The California Peace Officer Standards and Training (POST) Commission and
the National Council of Mayors as a model plan. Their plan was
published as a portion of a book entitled Protecting Your Community From
Terrorism: Strategies for Local Law Enforcement that was produced by PERF
and COPS.
Lt. Skipper is an origional member of the POST
Terrorism Training Advisory Committee, which has identified and developed
numerous terrorism related training courses for California Law
Enforcement.
He has served as an instructor for state
certified terrorism courses such as Terrorism for Investigators and the
role of the Terrorism Liaison Officer, a position he developed for the LA
Sheriffs Emergency Operations Bureau.
He has lectured on the topic of Homeland Security from
a local perspective to Police Chiefs throughout California, the U.S. Dept.
of Justice COPS Conference in Washington D.C., and at the Academy of
Criminal Justic Sciences Conference.
He has worked with the FBI Joint Terrorism Task
Force and traveled to Northern Ireland and studied terrorism response with
the Police Service of Northern Ireland and the British Army.
He has a Bachelors Degree in Public Administration from
CSU Dominguez.
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January 21, 2004 |
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Biography
George M. Wallace, is a founding partner with the
Pasadena, California, law firm of Wallace & Schwartz. His practice
concentrates in the area of property and casualty insurance coverage
issues -- including coverage opinions, representation of insurers and
insureds in declaratory relief actions and the litigation of "bad faith"
claims -- as well as appellate practice, defense of professional
liability cases and business litigation. Mr. Wallace earned the
designation of Chartered Property Casualty Underwriter (CPCU) from the
American Institute for Chartered Property Casualty Underwriters in 1991.
Mr. Wallace received a Bachelor of Arts degree in
1978 from the University of California, Berkeley, and his Juris Doctor
degree in 1981 from the University of California, Los Angeles, School of
Law. He is admitted to practice before all California state courts, as
well as all four California districts of the United States District
Court and the Ninth Circuit United States Court of Appeals.
Mr. Wallace is a member of the CPCU Society’s Los
Angeles and San Gabriel Valley chapters and currently serves as a
director of the Los Angeles Chapter. He served as an officer and
director of the San Gabriel Valley chapter beginning in 1992, and was
President of the chapter for 1996-97. He was the recipient of the Rie R.
Sharp Memorial Award as ”Insurance Person of the Year” for the year
2000, awarded by the Los Angeles Area Chapters of the CPCU Society. Mr.
Wallace speaks and writes regularly on legal and insurance topics, and
teaches legal and insurance-related subjects as an instructor with the
Insurance Educational Association (IEA). He is a member of Defense
Research Institute.
Mr. Wallace was born December 6, 1955 in Detroit,
Michigan. He and his family reside in Glendale, California. |
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