Calendar of Events

Upcoming events

    • August 09, 2018
    • 8:30 AM - 12:00 PM
    • Tustin Centre - Santa Ana

    JOIN US for a live event | webinar on August 9th! 
    See details below.

    Option 1 - Live Event
    Enjoy a stimulating classroom setting? Join us in person for our August quarterly continuing education program, featuring Fair Competition PLUS Playing the Litigation Game. To register, click the button below.

    Tustin Centre | 1551 N. Tustin Avenue, Ste. 150 | Santa Ana 92705 
    Registration: 8:30 AM |Fair Competition: 9 to 10 AM | Playing the Litigation Game Presentation: 10:10 AM to 12:20 PM

    Parking: $12 - Payable with Credit/Debit Card Only or Parking available in shopping center lot across street at $0.

    Option 2 - Webinar
    Unable to join us in person? Attend this 3-hour CE presentation via webinar in the comfort of your own office.  To register, click the button below (a few days prior to webinar, registrants will receive an email with instruction on how to log-in to course).

    Cost to Attend: Member - $0 | Non-Member: $50
    Fair Competition
    Course Number: 303050 | 1-Hour CE | 9 to 10 AM

    This seminar is designed to inform the insurance professional of the statutory and case law regarding fair and unfair competition.  This aspect of law affects the hiring of employees from competitors, the protection and preservation of trade secrets and proprietary information (such as renewal lists, underwriting guidelines, marketing strategies), and what constitutes false advertising.  It will educate the attendees on what constitutes proprietary information and trade secrets, how to protect such information from disclosure, and what to do if that information gets into the hands of a competitor.  We will address topics such as employment contracts, and the types of non-competition and non-solicitation provisions between an insurance brokerage and its employees.

    Playing the Litigation Game
    Course Number: 234767 | 2-Hour CE |  10:10 AM to 12:20 PM
    This seminar is designed to inform the insurance professional about the need for proper documentation of underwriting files, and the impact it may have on the ability to defend against errors and omissions claims.  It will educate the attendees on ways to avoid unnecessary E&O claims through proper documentation and effective communication, and will address many real-life case studies where improper documentation resulted in liability assessed against insurance professionals, what constitutes proprietary information and trade secrets, how to protect such information from disclosure, and what to do if that information gets into the hands of a competitor. 


    Kristi W. Dean, Esq

    Stone | Dean LLP

    Click pic for bio

    • September 12, 2018
    • 8:30 AM - 12:00 PM
    • Tustin Centre - Santa Ana

    Watch for details coming soon!

    • September 19, 2018
    • 10:30 AM - 8:00 PM (PDT)
    • Tustin Ranch Golf Club | Tustin

    10:30 AM
    Check-In and Putting Contest

    11 AM

    12 PM
    Shot-Gun Start (Scramble Format)

    4 to 5:30 PM
    Happy Hour

    5:30 PM
    $100,000 Shoot-Out

    5:45 PM
    Dinner, Award Presentation and Raffle Drawings


     ~ Thank You 2017 Sponsors ~






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    • October 23, 2018
    • 8:30 AM - 4:00 PM
    • Fullerton Insurance Services
    3-hours of Continuing Education Credit pending with Department of Insurance.

    A course designed to introduce the insurance professional to various construction contracts and their relationships and issues.  This will provide information types of contracts, classifications, specifications, h AIA and the various ways to provide protection through insurance vehicles.  It will also address the indemnity and hold harmless issues.  This is a must for agents and brokers who work in the construction  industry, from those who provide the protection to those providing certificates of insurance and all they entail.


    Richard S. Price II

    Rick Price was born in Whittier and raised in La Habra. He attended the University of California at Riverside where he graduated with high honors with a degree in Economics. Following graduation, he enrolled at the University of California, Davis School of Law, graduating in 1982.

    Rick has been practicing law in Fullerton since 1984 with the firm of Ballard, Wimer, Brockett & Edwards. Rick specializes in real estate and business law. His clients are primarily small to medium sized businesses located in Southern California, but also include national and publicly traded companies.

    Rick is an "AV" rated attorney by Martindale-Hubbell, the highest rating for legal ability and ethical standards.  Since 1987 Rick has been acting as a Judge Pro Tem in the Orange County Superior Court. In 1994 was selected to act as an Arbitrator in the Orange County Superior Court. He has also acted as a private mediator.

    Rick is admitted to practice law in all courts in the State of California, the Ninth Circuit Court of Appeal and the United States Supreme Court.

    Rick served as a Planning Commissioner for the City of Fullerton from 2000-2005, serving as its Chairman in 2003.


    Fullerton Insurance Services

    1009 S. Placentia Avenue

    Fullerton 92831

    Cost to Attend:

    Member: $15

    Non-Member: $35

    This CE course will be presented twice on April 24th.  Choose to attend either the AM session or PM session. 

    8:30 AM Registration

    9 AM to 12N Morning Presentation


    12:30 PM Registration

    1 to 4 PM Afternoon Presentation

    • November 08, 2018
    • 8:30 AM - 12:00 PM
    • Tustin Centre - Santa Ana

Past events

May 10, 2018 Managing ADA Claims for Architects, Contractors, and Owners
May 01, 2018 Leases: Commercial and Residential
February 08, 2018 Street Level Ethics
January 16, 2018 Covenants, Conditions and Restrictions (CC&Rs)
November 09, 2017 Cyber Risk Management Boot Camp
September 20, 2017 60th Annual Golf Tournament
August 10, 2017 The Life of a Workers Compensation Claim
May 11, 2017 The Synergy of Ethics and Success: How to Do "What's Right" for Your Clients and Your Business
April 13, 2017 Best Practices for Preventing and Handling Employment Claims
November 10, 2016 The Nuts and Bolts of Cargo Loss and Damage Claims
August 11, 2016 Avoiding E&O Claims PLUS Personal Umbrella Policy
June 16, 2016 CA Fair Claims Settlement Practices
June 09, 2016 Ethics: What Every Insurance Agent Needs to Know
February 11, 2016 Employee from Hell: Survival Tactics
November 12, 2015 Magic of Networking | A Social Event
November 12, 2015 Insight on Transportation Insurance
October 08, 2015 A Practical Guide to Business Income Coverages
September 16, 2015 58th Annual Golf Tournament
August 13, 2015 A Professional Negligence Mock Trial
May 14, 2015 From All Vantage Points: Producer and Compensation Agreements
April 15, 2015 Hidden Language and Hideous Endorsements | Broker Fees
February 12, 2015 Ethics and the Insurance Industry
December 04, 2014 Holiday Party - West Coast Flavor
November 13, 2014 Understanding Internet, Cyber and Data Breach Exposures – Where You, Your Clients and Customers Are Most at Risk
September 11, 2014 Proven tax Strategies for Insurance and Financial Professionals
September 10, 2014 57th Annual Golf Tournament
August 14, 2014 August Quarterly CE Meeting: Construction Defect
May 08, 2014 Education (ED) Day
April 10, 2014 Producer Series Program
February 13, 2014 Quarterly CE Meeting | Time Equals Money
December 04, 2013 Holiday Party - French Wine Tasting
November 14, 2013 Quarterly Meeting | Inland Marine Coverages and Underwriting
September 18, 2013 56th Annual Golf Tournament
August 07, 2013 Quarterly CE Meetings: Ethics or Fiduciary Task Management
August 01, 2013 Ultimate Quest: A Scavenger Hunt
May 15, 2013 Producers Development Series 3: Producer Compensation, Contracts & Vesting/Equity
May 15, 2013 Producer Development Series 2: RESCHEDULED to NEW DATE
May 09, 2013 Education (ED) Day
March 20, 2013 Producers Development Series 1: Strategies in Difficult Times
February 14, 2013 The Ever-Changing Nature of Management Liability Insurance
December 05, 2012 Wine Meets Art
November 08, 2012 What Every Employer Should Know: The Nuts and Bolts of Regulations, Laws and Best Practices
October 11, 2012 Overview of Social Media
September 12, 2012 55th Annual Golf Tournament
August 09, 2012 Fraud in Workers' Compensation
May 10, 2012 Education (ED) Day
February 09, 2012 Agency Agreements: Balancing Legalities with Realities
December 01, 2011 Old World / New World - A Wine Tasting Extravaganza
November 16, 2011 Education Day & Wine Mixer
November 10, 2011 3-Hour CE Program: Fair Claims Practices Act & More!
October 18, 2011 Buyers & Sellers Today & Structuring a Transaction
September 14, 2011 54th Annual Golf Tournament
September 14, 2011 Understanding the OSHA Inspection Process
August 17, 2011 To Merger, to Cluster or to Acquire?
June 07, 2011 Agency Valuation & Budgeting in Today's Economy
April 12, 2011 Education (ED) Day
February 24, 2011 Ethics and the Insurance Industry
December 02, 2010 Holiday Wine Tasting and Trivia Open House
October 21, 2010 Updates to ACORD Forms and Legislation/Litigation Affecting Brokers, Agents, and Insurers
September 15, 2010 53rd Annual Golf Tournament
July 15, 2010 Monster Hand: Major Claims - Where Does One Begin?
April 22, 2010 Education (ED) Day
February 11, 2010 Ethics in the Insurance Industry
December 10, 2009 Annual Holiday Party
October 08, 2009 Quarterly Continuing Education Program
September 16, 2009 52nd Annual Golf Tournament
July 16, 2009 Quarterly Continuing Education Program
April 09, 2009 Education (ED) Day
February 12, 2009 Ethics

2018 Program Sponsors


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