Calendar of Events

Upcoming events

Workers' Compensation 101

When
August 13, 2025

10:00 AM - 12:00 PM

Location
Vitual

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68th Annual Golf Tournament

When
September 17, 2025

10:30 AM - 7:00 PM

Location
Tustin Ranch Golf Club

Join us for a day of friendly competition, great company, and unforgettable fun at Tustin Ranch Golf Club, one of Orange County’s premier golf courses! Whether you're swinging for the win or just soaking up the sun, this tournament is always a highlight of the year.

The fun starts at 10:30 AM, so grab your clubs and get ready for a fantastic day on the green. Sponsorships are available—don’t miss this opportunity to showcase your brand while supporting a great event!

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Introduction to Commercial Trucking Insurance

When
November 12, 2025

10:00 AM - 12:00 PM

Location
R E Chaix & Associates

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Past events

June 10, 2025	California Minimum Limit Increase: Mid-Year Update
May 14, 2025	2nd Annual Corn Hole Tournament
April 09, 2025	Earthquake Insurance // Ethics
February 12, 2025	Navigating the Cyber Market + Cyber Risk & Posture
November 13, 2024	2024 Workplace Common Injuries and Remedies + Ethics: Sustainability
October 17, 2024	Sip & Paint
September 18, 2024	67th Annual Golf Tournament
August 14, 2024	Top 5 Reasons Claims Go Bad AND How to Value Coverage to Enhance the Claims Process
May 09, 2024	Corn Hole Tournament
May 08, 2024	The California Surplus Lines Marketplace: A Comprehensive Review
November 09, 2023	Glimmers of Hope for the CA Property Insurance Market AND The In's & Out's of Cannabis Coverage
October 19, 2023	Fall Social Event
September 27, 2023	66th Annual Golf Tournament
August 09, 2023	Umbrella & Excess Liability + Leave Laws and Benefits
May 04, 2023	Spring Social Event
April 12, 2023	Agency Agreements: Balancing Legalities with Realities & Playing the Litigation Game: Documentation and the Successful Defense of E&O Claims
March 08, 2023	The Synergy of Ethics & Success: How to do “What’s Right” for your Clients & Business
November 09, 2022	The Importance of Commercial Auto & Introduction to Commercial Trucking
October 20, 2022	Fall Social Event
September 21, 2022	65th Annual Golf Tournament
August 10, 2022	Introduction to Cyber Insurance in 2022 \ Improving Customer Service Through Outsourcing
April 27, 2022	Agency Perpetuation Planning
March 23, 2022	Ethics in Insurance
November 10, 2021	Lessons Learned from California Wildfires of 2018
September 15, 2021	64th Annual Golf Tournament
August 12, 2021	Management Liability in a Fluctuating Market
June 17, 2021	Cooking Up Your 4th of July Favorites
May 19, 2021	Top 10 Reasons Claims Go Bad and Elements of Business Interruption
April 08, 2021	Data Breach Trends, Incident Response Process, and Legal Review
February 10, 2021	Commercial Auto Coverage Issues and Insights
January 13, 2021	Street Level Ethics
November 12, 2020	Agency Perpetuation Planning
October 28, 2020	63rd Annual Golf Tournament
August 13, 2020	Emerging Employment Issues in the "New Normal" and Lessons Learned: Avoiding E & O Claims
July 16, 2020	Insurance Training Sessions
May 14, 2020	Hot D&O Liability Coverage Issues AND Malicious Attack Coverage: Developing Solutions for Emerging Risk
February 19, 2020	Legislation and Rule-Making, and Their Impact: A Legislative Update from Sacramento
November 12, 2019	The Synergy of Ethics and Success: How to Do "What's Right" for your Clients and Your Business
September 18, 2019	62nd Annual Golf Tournament
August 08, 2019	Lessons Learned from the California Wildfires and Fair Claims Practices
May 09, 2019	California Trade Secrets and Unfair Competition
April 18, 2019	Recent Developments in California Wage and Hour Law AND Training for a Harassment Free Workplace
March 14, 2019	Insurance Fraud and What the Future May Hold
February 14, 2019	The Synergy of Ethics and Success: How to Do "What's Right" for your Clients and Your Business
January 08, 2019	Construction Contracts (Rescheduled)
November 08, 2018	The Commercial General Liability Policy, Additional Insured Endorsements & CA Fair Claims Settlement Practices
September 19, 2018	61st Annual Golf Tournament
September 12, 2018	Active Shooter/Workplace Violence Crisis Response / Insurance Programs and Consumers Buyer's Guide
August 09, 2018	Fair Competition and Playing the Litigation Game
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	Producer Development Series 2: RESCHEDULED to NEW DATE
May 15, 2013	Producers Development Series 3: Producer Compensation, Contracts & Vesting/Equity
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

Calendar of Events

Upcoming events

Workers' Compensation 101

68th Annual Golf Tournament

Introduction to Commercial Trucking Insurance

Past events