Business Development Summit 2014: Riding the Wave

  • February 18, 2014
  • 7:00 AM - 3:30 PM
  • Hilton Costa Mesa

Join us at our 2nd Annual Business Development Summit, where we will provide a great educational opportunity, offering a wide variety of subjects for all brokers. We will be offering you a chance to visit with our local carrier and general agent partners, giving you the chance to gather the latest information about their products and services, all helping grow your business when "Riding the Wave"!

Event Sponsors Include:



 Registration Bags


Name Badges



Colonial Life
Attendee Program

Keynote Speaker

Membership Table
Allstate Benefits
Registration Table
Anthem Blue Cross
Kaiser Permanente

Warner Pacific

St. Joseph Health


Hilton Costa Mesa

3050 Bristol Street

Costa Mesa 92626

Registration, Exhibits and Continental Breakfast
7:00 to 8:30 AM

Welcome Address
8:30 to 8:45 AM

Speaker Bios

Private Exchange Panel

Featuring: CaliforniaChoice, Covered California SHOP & HealthStyle Insurance Exchange
8:45 to 9:30 AM

Breakout Sessions: 9:45 to 10:45 AM
- Building Your Business: "EDHP: Turn Your Bronze Plan into Platinum" (Pending 1-hour CE with CDI)
Speaker: Mark Reynolds, BEN-E-LECT
- Selling to the Silver Tsunami: "Medicare Presentation"
Speaker: David Milligan, SCAN Health Plan
- Innovation: Strategies to Change Your Game to Compete in a New Benefits World
Speaker: Joe Markland, HR Technology Advisors

Keynote Speaker: John J. Nelson, Warner Pacific
11:00 to 11:45 AM

OCAHU Business | Pinnacle Award | Lunch | Exhibits
11:45 AM to 1:15 PM

Breakout Sessions: 1:15 to 2:15 PM
- Building Your Business with Social Media: 5 Places and 5 Ways
Speaker: Linda Zimmer, Marcom:International
- Selling to the Silver Tsunami: "Medicare Presentation"
Speaker: Anthony Terese, UnitedHealthcare
- Innovation: Ten Most Common Mistakes Producers Make and How to Avoid Them
Speaker: Phil Hood, Rainmaker Advisory, LLC

Medical Group Panel

Featuring: Prospect Medical Group, St. Joseph Heritage Healthcare, MemorialCare Medical Group
2:20 to 3:20 PM

3:20 to 3:30 PM

Agents & Brokers: $25
All others: $50

Registration available at the door.



2023 Corporate Sponsors 





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