Jennifer Chung, Esq. | Vice President, Senior Compliance Officer
As the company’s senior benefits compliance officer and lead ERISA counsel, Jen manages the benefits compliance team and drives the strategy and development of our benefits compliance policies, processes and training. She works closely with our account teams to help ensure that we have appropriate compliance resources to meet client needs when navigating through the complex benefits legislative terrain. Jen is an expert in matters related to health care reform (ACA), COBRA, HIPAA, Code §125 cafeteria plans, wellness programs, tax-qualified fringe benefits, etc.
Jen’s background includes advising small and large companies on complicated qualified retirement plan and health and welfare plan issues. She has considerable experience with corresponding to and defending clients against government agency inquiries, such as Department of Labor audits. Prior to joining Woodruff-Sawyer, Jen worked at TriNet as lead benefits corporate counsel, implementing and developing compliant processes and standard operating procedures for plans with tens to hundreds of thousands of participants. She helped strategize, design and implement ACA compliance support for clients, such as tracking measurement and stability periods, evaluating Applicable Large Employer status, analyzing potential impact of §4980H tax penalty assessments, and reporting requirements under §§6055-6056. Jen developed her benefits expertise as an ERISA attorney at Trucker Huss, a premier ERISA law firm in San Francisco, and further expanded her breadth of benefits experience at the global law firm of Orrick, Herrington and Sutcliffe as a managing attorney.
The regulatory landscape for health benefit plans continues to experience intense scrutiny by enforcement agencies. With dramatic increases in benefits-related litigation, and the potential for severe, non-compliance penalties, employers need to stay up-to-date on ever-changing compliance developments impacting benefits strategy and implementation.
Topics of Discussion
- Regulatory Landscape for Health Benefit Plans in 2018
- Summary of New Changes to Existing ACA Provisions
- Employer Action Items Upon Receipt of IRS ACA Penalty Letter 226JA
- Employee Benefits Impacted by 2018 Tax Cuts and Jobs Act
- What’s on the DOL’s Radar for 2018
- Cadillac Tax Update
- Association Health Plan
This year, PASCO's Networking Social and Silent Auction event promises to be one of the best yet to come. Taking place at the gorgeous Landmark Vineyards property, you will experience the excitement of live magicians, ballroom dancing, and music! Not to mention you will get the opportunity to don your favorite masquerade attire and masks! Tickets includes 2 wine tickets, access to the silent auction and entertainment, as well as a delightful selection of food by Tips Tri-Tip.
Introduction to the Five Practices of Exemplary Leadership - based on the best-selling book “The Leadership Challenge” - is about ordinary people learning to do extraordinary things! The program aims to demystify leadership development and approach it as a set of 30 measurable, learnable, and teachable behaviors.
An integral part of the workshop is the Leadership Practices Inventory (LPI). This self-scoring instrument helps individuals measure their leadership competencies and identify action steps to improve the effectiveness of their performance as leaders.
During this upbeat, highly interactive program participants will be guided through the process of applying Kouzes’ and Posner's acclaimed Five Practices Model to real-life organizational challenges.
Five Practices of Exemplary Leadership Model
1. Model the Way
2. Inspire a Shared Vision
3. Challenge the Process
4. Enable Others to Act
5. Encourage the Heart
If you’re looking for a roadmap to great leadership, then this workshop is for you!
Mary O'Neill, MA, MFT
Mary O'Neill is a speaker, trainer, and consultant offering coaching and training in the areas of leadership development, conflict resolution, and team building for business professionals. With two decades of experience as a licensed psychotherapist, Mary is skilled at helping team members easily understand the often challenging communication and interpersonal issues that arise among work groups everywhere.
As a seasoned professional speaker, Mary is known for her unique ability to open the minds and touch the hearts of her audiences. Her programs have helped thousands of participants pave the way for more successful, productive, and high functioning relationships, resulting in increased production and improved profitability. Individuals and teams discover how easy - and even fun - it can be to peaceably and systematically resolve conflict, diffuse stress, and develop creative solutions to problems that often have seem insurmountable.
Mary's professional journey began with a career in public relations on Madison Avenue, in New York City, working with renowned Fortune 500 companies, such as DuPont, Tonka Toys, and Givenchy Fragrances. Early on in her travels and travails, Mary noticed that some people possessed a greater capacity than others for building good relationships and functioning more effectively in the workplace. Her curiosity about the vital link between psychological hardiness and professional success, led her to obtain a Master's Degree in Counseling Psychology, from John F Kennedy University, and to later become a psychotherapist in private practice in the San Francisco Bay Area.
Mary now combines her experience in the business world with her understanding of how people and teams function - and uses this knowledge to help individuals and organizations thrive. She provides tangible, practical tools and life changing advice, aimed at bridging the gap between your humanity and your profession. Mary challenges team members and workshop participants to "awaken the leader within" by embracing change, taking risks, and developing and sustaining the skills critical to our personal and professional success.
Too often, companies feel like they’re throwing engagement ideas at the wall to see what sticks. You can’t really make everyone happy, right? And what about all the different personality types?
For both companies and leaders, it can be so overwhelming that we keep putting off a real strategy because we don’t know exactly what to do. Adding another catered lunch isn’t going to do the trick anymore... But what is?
As a culture designer or people leader, learn the science, strategy and tools to intentionally infuse engagement into your employees’ work day.
Leave with actionable clarity on how to work with what makes us human to drive engagement, inspire accountability and create more predictable results.
Panel topics (emphasizing best practices and actionable strategies) include:
- The #metoo Movement: proactively addressing sexual harassment
- 2017 Wildfires: employment lessons learned and preparing for future disasters
- The Top Legal Developments you need to know for 2018
As HR professionals know, finding suitable employees in these competitive times is problematic enough without having to reject prospective applicants and enforce a zero tolerance policy on existing employees. But come 2018, with the legalization of recreational marijuana, California employers will be confronted with yet another obstacle to addressing the impact of “behavior-altering” substances in the workplace as a result of legal use.
This presentation is designed not to re”hash” the intricacies and dilemmas presented by the new marijuana law, but instead to identify the practicalities and pitfalls within the law, using existing legal requirements to give HR professionals and managers additional tools to create and implement a policy that they can live with. Topics to be covered include: the components of a "greater than zero" tolerance policy; avoiding the pitfalls of flexible enforcement of drug testing and use policies; handling employees suspected of being under the influence while at work; issues that arise when there has been an accident because of substance use; and the interplay of a substance abuse policy with worker's compensation and disability accommodation.
Old Courthouse Square
As human resources professionals, we all know that work teams with poor communication pay a high price in terms of high turnover, plunging productivity, and overall employee disengagement. In this high-energy, interactive and experiential session, we’ll go on a treasure hunt to the heart of effective team communication.
Like the great quests of yore -- the hunt for the Holy Grail, the quest for the Golden Fleece, or the Goonies' pursuit for One-Eyed Willy's treasure - we'll work together in teams to solve a series of insidious and devilish puzzles & clues, sending us all across downtown Santa Rosa.
- The five keys to revitalizing communication on high-performance teams
- Enhanced camaraderie, rapport and new friendship
- An irreverent walking tour of the hidden treasures of downtown Santa Rosa
Grab your magnifying glass, your deerstalker hat, and your Indiana Jones whip; the hunt for high-performance teams is on!
With a special guest:
Founder and President of Dr. Clue Treasure Hunts, the world's largest team-building treasure hunt company, Dave Blum earned a B.A. in English from Pomona College in Claremont, California, a professional coaching certification from IPEC, and is the President of Santa Rosa Toastmasters Club 182. After a three-year stint teaching English in Japan for the Mombusho English Fellows program, Dave worked in tourism and the non-profit sector before discovering his destiny as a treasure hunt master, team-building trainer, writer, speaker and entrepreneur.
It's TIKI TIME! Break out your Hawaiian shirt and dust off your grass skirt. It's time for a fun Luau style party with Hawaiian Style BBQ, live music, and interactive games!
Some of our exciting auction prizes include Michael Kors purse and wallet, wine, tour and tastings at some of our local wineries, dance lessons technology items, family fun activities and more!
Business owners, supervisors, managers and crew leaders all play a critical role in keeping workers compensation costs low. It is a role that requires specific training and ongoing coaching to be successful. Managers need to know how to create a work environment – a culture – where people want to be at work rather than at home lingering in the workers compensation system. This session outlines a proven formula to put the right behaviors, systems, and procedures in place before something happens.
Speaker: Lynne Wallace, President-Principal at VANTREO Insurance Brokerage
Lynne Wallace is president and principal of VANTREO Insurance Brokerage, a firm with over 60 employees located throughout California, Arizona, and Washington, with a majority of employees working from home and satellite offices.
Lynne has more than 20-years leadership experience in providing strategic risk management, insurance, and corporate culture solutions for top tier, multi-location, and high growth companies.
With particular expertise in coordinating complicated risk portfolios, Lynne creates organizational systems and tools that give clients a competitive edge in their industry. She is a dynamic speaker, and considered to be among the top one percent of insurance professionals nationally.
Lynne is also the founder of CompZoneTM, a system to help organizations attain and sustain low workers compensation costs. She holds the designations of Chartered Property Casualty Underwriter (CPCU), Certified Insurance Counselor (CIC), and Certified Workers Compensation Advisor (CWCA).
Webinar – Negligent Hiring and Background Checks in California – Best Practices and Legal Compliance
Attendees will learn how just one bad hire can result in a legal and financial nightmare. Without taking appropriate steps, there is a near statistical certainty that an employer will hire someone with an unsuitable criminal record or a falsified background that can result in workplace violence, lawsuits for negligent hiring, and time wasted recruiting and hiring the wrong person.