• Home
  • Events
  • Events - Meetings, Webinars, Networking & Social Hours


Upcoming events

    • 29 Jun 2017
    • 9:00 AM - 10:00 AM
    • Webinar

    Live Webinar - Open to our OCCABA Members: 

    U.S. Benefits Survey by Mercer - Practices, Trends, & View of the Trump Administration and Congressional Revisions to the Affordable Care Act

    June 29, 2017 from 9:00 am to 10:00 am

    For national and international employers, attracting and retaining talent become increasingly important in a strengthening economy and to address familiar issues – rising health care cost, ongoing reform, the need for wellness, and competitive compensation – themes often shared in the domestic U.S. market.  

    The Senate Committee on Health Care and Senate are reviewing the House Version of the American Health Care Act to determine what changes may be made to the Affordable Care Act with substantial potential changes upon coverage, employer and employee contributions, and tax treatment.

    In this presentation, our speakers will address top trends and issues.  As a global consulting firm, Mercer empowers employers with the survey data needed to make decisions on benefits and compensation.  the results from our U.S. Benefits Survey of Employer Sponsored Plans. 

    1.       What are top benefit trends based on the latest survey data?

    2.       What are the potential implications associated with changes to the ACA?

    3.       How might employers improve their compliance practices with benefit laws?

    4.       What strategies are companies employing to control health care costs in the US?

    Verali Beltran is a Principal in the Irvine office of Mercer, and has been with Mercer for 10 years. As a senior health & benefits consultant, Verali works extensively with her clients to provide strategic direction on all aspects of their health & welfare program, including benefit design, financial projections, health care reform, and wellness. She is experienced with both fully insured and self-funded plans, helping her clients understand their claims experience and utilization, and helping set budget projections for her self-funded clients. She also assists clients in vendor negotiation, selection and implementation, and functions as the overall project manager to support the various phases of identifying, recommending and implementing efficient solutions to achieve client objectives.  Ms. Beltran received her Bachelor of Arts degree in Business Economics from the University of San Diego.  


    Leena Bhakta is a Principal and Compliance Consultant and Attorney in the Irvine Office of Mercer for over 4 years. She consultants with current and prospective clients regarding a variety of legal issues pertaining to health and welfare plans, including compliance with the ACA, ERISA, HIPAA, COBRA, MHPEA, and USERRA, and assists consultants with designing plan options and designs conform with applicable laws and regulations, including plan documents and summary plan descriptions. Ms. Bhakta earned her law degree from the University of Texas at Austin and Bachelor’s degree in Economics and Criminology, Law, and Society from the University of California at Irvine.

    ***** ***** ***** ***** *****

    All registrations must be completed by 9:00 pm the night before the webinar to ensure the participant will receive the webinar link and/or dial-in information.

    • 27 Jul 2017
    • 5:30 PM - 8:30 PM
    • Hornblower North, 3101 West Coast Highway, Newport Beach, CA 92663
    • 0

    Sorry, but this event is now sold out. You can join the waitlist and we will send you an email when additional spaces become available.

    Join waitlist

    Summer Social - Member Appreciation - Hornblower Buffet Sunset Cruise – Newport Harbor

    July 27, 2017 [5:30 pm-8:15 pm]

    • Free for Member + One Guest
    • Glass of Champagne upon Boarding
    • Complimentary Soda & Juice Bar
    • Cash Bar including one (1) Free Drink Coupon
    • Cheese, Crackers, Dried Fruit, Nuts, Local Berries
    • Dinner Buffet – Green Salad, Seasonal Vegetables, Roasted BBQ Chicken, Cole Slaw, Macaroni & Cheese, Cornbread, Rolls and Dessert
    ***** ***** ***** ***** *****
    Hornblower North

    3101 West Coast Highway

    Newport Beach, CA 92663

    Parking $10.00 per car – CASH ONLY (paid by Member)

    Yacht Boards by 5:45 p.m. SHARP – Do Not Be Late!!

    Wear comfortable clothing and shoes

    Member (and guest) MUST be registered in advance to attend

    • 31 Aug 2017
    • 9:00 AM - 10:00 AM
    • Webinar

    Live Webinar - Open to our OCCABA Members: 

    Avoiding Controversy In The Board Room

    August 31, 2017 from 9:00 am to 10:00 am

    Avoiding Controversy In The Board Room:

    National Association of Corporate Directors Public Company Governance Survey

    Katherine E. Mahlum is a Vice President with Pearl Meyer located in the Firm’s Los Angeles Office. Ms. Mahlum’s experience includes the design of executive compensation and variable pay programs, board of directors’ compensation, best practices in corporate governance, IRC Section 280G calculations associated with a change-in-control, proxy/CD&A disclosure, reasonable compensation analysis and retention programs. Katherine has advised both non-profit and for-profit organizations. Her industry experience includes healthcare, financial services, REITs, technology, education, retail and professional services as well as over 18 years of experience with Pearl Meyer.

    Ms. Mahlum has spoken at events hosted by Woman’s Corporate Directors Group, NW Rewards, Western Independent Bankers Association and California Bankers Association.  In addition, she has published articles on compensation and governance for Western Independent Banker and Bank Director on topics such as “Linking Compensation Plan Design To Shareholder Value”, “Creating Engagement Through Executive Compensation Communication” and “Six Effective Compensation Committee Practices”.

    Katherine received a Masters in Business Administration from San Diego State University and a Bachelors of Science from the University of California, Santa Barbara. 

    Pearl Meyer administers the National Association of Corporate Directors Governance Survey. It is a critical planning tool and the survey is geared to compensation professionals and is used by Board Presidents, Committees, Chairs, and executive planning teams to:

    • Identify areas for improvement in current governance practices, including board composition, structure, succession planning and risk oversight; 
    • Determine the levels and types of compensation that is appropriate based on organizational size, sector, and the roles and responsibilities of Board members; 
    • Institutional investor issues related to the appropriateness of Board compensation.
    • Inform your board’s philosophy for designing executive compensation plans; 
    • Benchmark your board’s strategic priorities; and 
    • Compare relative time allocation to fulfilling key board activities.
    ***** ***** ***** ***** *****

    All registrations must be completed by 9:00 pm the night before the webinar to ensure the participant will receive the webinar link and/or dial-in information.

    • 22 Sep 2017
    • 8:00 AM - 12:00 PM
    • First American Title Company, 1st First American Way, Santa Ana, CA 92707
    • 18

    Want to understand the mystery and magic behind Compensation??

    Then this is the workshop for you!

    Topics covered will include:

    * Compensation Strategy/Philosophy

    *Grade Structures

    *Market Pricing

    *Sales Compensation

    *And More!

    • 28 Sep 2017
    • 7:30 AM - 9:00 AM
    • Radisson Hotel Newport Beach, 4545 MacArthur Blvd., Newport Beach, CA 92660

    Employee Value Proposition & Total Rewards: Matching Unique Employee Needs and Employer Identities

    September 28, 2017 

    Registration 7:30 a.m.

    Presentation:  8:00 a.m. to 9:00 a.m. 

    Joshua Strok, Director and West Region Leader, Talent and Rewards

    Willis Towers Watson

    The Employee Value Proposition (EVP) has been traditionally known as the balance of the rewards and benefits that are received by employees in return for their performance within the workplace. This model is becoming increasingly competitive for employers who need to effectively distinguish their associations, offerings, and environment to meet employee interests, competencies, and experience(s). In this presentation, we will:

    • Evaluate Willis Towers Watson’s latest research on Total Rewards and EVP
    • Discuss the implications for appropriate Total Rewards program designs
    • Consider the broader implications for the HR profession

    Joshua Strok leads Willis Towers Watson’s Talent and Rewards business in the Western United States. Josh helps clients address wide range of Total Rewards and Talent Management issues spanning the entire employee lifecycle, and including HR Strategy and Implementation, M&A and organizational change support, total rewards program design and implementation, career frameworks, performance management, and talent rewards programs.


    Josh has over 20 years of HR consulting experience. He joined the firm in 2000 and has held a number of roles with the firm from practice leadership to client relationship management. Previously, Josh managed the compensation department for the grocery products division of ConAgra. He was part of an integrated share services and COE team delivering total rewards program design and administration to the manufacturing, (represented and unrepresented), sales, and professional population. He has consulted with a variety of industries, including automotive, biotechnology/pharmaceutical, construction/engineering, financial services, and media/entertainment. Joshua holds an M.B.A. from the Marshal School of Business, University of Southern California, and a B.A. in Psychology from the University of California, San Diego.

    ***** ***** ***** ***** ***** 

    Note: (i) Once you have registered for this event, we will not be able to refund your payment should you be unable to attend.

    (ii) Those who do not register and have pre-paid 24 hours in advance will be charged an additional $5 at the door.

    • 26 Oct 2017
    • 9:00 AM - 10:00 AM
    • Webinar

    Live Webinar - Open to our OCCABA Members: 

    EEO-1 and Employer Compliance

    October 26, 2017 from 9:00 am to 10:00 am

    Annette Tyman, Partner, Seyfarth and Shaw, Chicago, Illinois

    Ms. Tyman is a partner in the Chicago office of Seyfarth Shaw LLP.  She is a member of the Firm’s Complex Discrimination Litigation practice group and co-chair of the OFCCP & Affirmative Action Compliance team.

    Ms. Tyman’s primary focus is defending employers in a wide range of employment discrimination matters, with an emphasis on complex collective, class action and multi-plaintiff litigation.  Her practice includes representation of numerous national corporations in a wide range of discrimination and harassment matters brought under various federal and state statutes including Title VII of the Civil Rights Act of 1964, the Age Discrimination in Employment Act, the Americans with Disabilities Act, 42 U.S.C. § 1981, The Illinois Human Rights Act, The Elliot Larsen Civil Rights Act, and the Minnesota Human Rights Act.  Ms. Tyman has successfully litigated cases in federal and state courts and agencies in Illinois, Michigan, Minnesota, Nebraska, and Pennsylvania.

    Ms. Tyman also represents federal contractors and subcontractors in affirmative action compliance matters involving OFCCP proceedings, including audits and pre-audit review and analysis of data.  Ms. Tyman advises employers on matters related to personnel practices to ensure compliance with mandates impacting recruitment, hiring, promotion, compensation, discipline, and termination.

    Ms. Tyman has contributed to written testimony on proposed labor & employment legislation and regulations pending before the United States Senate, House of Representatives, and the Equal Employment Opportunity Commission.  Ms. Tyman is a member of the Chicago Diversity Action Team and actively participates in pro bono and other charitable activities.

    Ms. Tyman received her J.D. from Loyola University School of Law in Chicago, graduating cum laude. She also attained her Master of Business Administration designation from Loyola University, Chicago and a Bachelor of Science degree from Indiana University.

    ***** ***** ***** ***** *****

    All registrations must be completed by 9:00 pm the night before the webinar to ensure the participant will receive the webinar link and/or dial-in information.

    • 26 Oct 2017
    • 5:30 PM - 7:30 PM
    • Il Fornaio Restaurant, 18051 Von Karman Avenue, Irvine, CA 92612

    Networking / Social Hour

    October 26, 2017 (Thursday)

    5:30 pm to 7:30 pm

    Location:        Il Fornaio Restaurant

    18051 Von Karman Avenue

    Irvine, CA 92612

    For our OCCABA Members, let us buy you a drink. Join us for an opportunity to meet other Compensation and Benefits professionals in a relaxed setting. Simply stop by and meet us in the bar (registration is not required). 

    Parking: Il Fornaio Restaurant will validate the first three (3) hours of parking for the valet or the Lakeshore Tower parking structure.

    • 30 Nov 2017
    • 7:30 AM - 9:30 AM
    • Radisson Hotel Newport Beach, 4545 MacArthur Blvd., Newport Beach, CA 92660

    Richard Simmons returns for our Wage & Hour Annual Legislative Update

    November 30, 2017 

    Registration 7:30 a.m.

    Presentation:  8:00 a.m. to 9:30 a.m. 

    Richard J. Simmons is a Partner in the law firm of Sheppard, Mullin, Richter & Hampton LLP in Los Angeles. He specializes in various labor relations matters involving state and federal wage and hour laws, wrongful discharge, employment discrimination, employee discipline and termination, employee benefits, affirmative action, union representation proceedings, and contract arbitrations. Mr. Simmons received his B.A., summa cum laude, from the University of Massachusetts, where he was a Commonwealth Scholar and graduated in the Phi Kappa Phi Honor Society. He received his J.D. from Boalt Hall School of Law at the University of California at Berkeley where he was the Editor-in-Chief of the Industrial Relations Law Journal. Mr. Simmons has lectured nationally on wage and hour, employment discrimination, wrongful termination, and other labor relations matters. He is a member of the National Advisory Board to the Berkeley Journal of Employment and Labor Law, published by the Boalt Hall School of Law at the University of California at Berkeley.

    Mr. Simmons was also appointed by the California Industrial Welfare Commission as a member of the 1987, 1984 and 1982 Minimum Wage Boards for the State of California. Mr. Simmons is a member of the California State Bar, and has also been a member of the Western Pension and Benefits Conference, the California Society for Health Care Attorneys, the American Society for Health Care Attorneys, and the labor law and tax sections of the American and Los Angeles Bar Associations. He has also been a lecturer at graduate labor law courses presented by the University of California at Los Angeles and the University of Southern California, and has appeared as an authority on labor law on the CBS Evening News, NBC News, as well as radio and television talk shows.

    ***** ***** ***** ***** ***** 

    Also, we need the shirt off your back … and your suit and shoes, too!


    is sponsoring a Men’s and Women’s Accessory and Clothing Drive at our November 30th meeting. Anyone bringing at least one article of clothing for our clothing drive with Working Wardrobes will be entered into a drawing for one of Richard’s very informative and popular books!

    Did you know that Working Wardrobes helps 5,000 people annually get back to work with self-esteem and dignity?

    OCCABA is an association founded to provide professional development.  We are very excited to announce this opportunity to again partner with an organization that also helps in this area at it’s most fundamental level.  You can help make a difference by donating your gently used professional clothing and accessories at our meeting on November 17th.

    We are pleased that this drive coincides with our Legislative Update given by Richard J. Simmons. Anyone bringing at least one article of clothing will be entered into a drawing for one of Richard’s very informative and popular books!


    • All sizes of men’s and women’s clothing. Plus sizes are especially needed.
    • Must be clean and on a hanger.
    • Clothes should be in good condition: no tears, holes, broken zippers, etc.


    • ACCESSORIES: Handbags, jewelry, shoes, scarves, belts. Men’s belts and shoes especially.
    • Tax receipts will be available.

    Your generous donation will go toward helping men and women in crises get back to work.

    ***** ***** ***** ***** ***** 

    Note: (i) Once you have registered for this event, we will not be able to refund your payment should you be unable to attend.

    (ii) Those who do not register and have pre-paid 24 hours in advance will be charged an additional $5 at the door.

Past events

25 May 2017 Sales Compensation: Dark Side of Sales Quotas
27 Apr 2017 OCCABA Networking / Social Hour(s)
27 Apr 2017 Making Performance Management Systems Work
25 Apr 2017 Fiduciary Training Program - No cost to attend, space is limited.
30 Mar 2017 Fair Labor Standards Act - Shifting Flood Waters
23 Feb 2017 Webinar - Job Architecture and Career Frameworks For Employee and Employer Success
26 Jan 2017 Transparency in Executive Compensation- Proper Reporting Tools and Controls
17 Nov 2016 Richard Simmons returns for our Annual Legislative Update
28 Oct 2016 Compensation 101 for the HR Professional
27 Oct 2016 Social Hours / Networking
27 Oct 2016 Webinar - Global Retirement Planning: New Strategies For A Multinational Workforce
26 Oct 2016 Fiduciary Training Program - No cost to attend, space is limited.
03 Oct 2016 WorldatWork C8 - Business Acumen for Compensation Professionals
29 Sep 2016 Effective Sales Compensation – Adopt Best-Practice Building Codes
25 Aug 2016 Webinar - Long-Term Incentive Plans For High Growth Companies
28 Jul 2016 Summer Social - Member Appreciation & Special Guest: Dr. Bob Nelson
23 Jun 2016 Webinar - Executive Compensation - Judging Organizational & Individual Success
19 May 2016 Annual Mercer Benefits Survey: A Close Look at U.S. Practices and Trends
28 Apr 2016 Social Hours / Networking
28 Apr 2016 Webinar - Unique Salary Benchmarking In the Financial Sector and Other Technology Applications
04 Apr 2016 T2 – Accounting & Finance for the Human Resources Professional
31 Mar 2016 Hoag Health and Cigna Health Care – A Population Health Management Success Story
29 Mar 2016 Free - Join The Plan Sponsor University (TPSU) For An Exclusive Half-day Fiduciary Training Program
25 Feb 2016 Social Hours / Networking
25 Feb 2016 Webinar- The Fair Labor Standards Act: Worker Misclassification and Hours & Earnings Effects of Expanded Coverage
28 Jan 2016 Affordable Care Act Check-Up For 2016 - Where Do We Stand?...and a HUGE raffle!
19 Nov 2015 Legislative Update with Richard Simmons: A View of Critical Laws and Case Decisions
29 Oct 2015 Surviving an OFCCP Compliance Audit--Best Practices to Limit Liability and Costs
24 Sep 2015 Rising Minimum Wage Rates and Employer Strategies
18 Sep 2015 Compensation 101 for the HR Professional
27 Aug 2015 Recognition Strategies for Millennials
16 Jul 2015 Member Appreciation Summer Social
25 Jun 2015 Are we reining in executive compensation? Examining the impact of SEC Requirements and the Dodd Frank Act on Executive Compensation
28 May 2015 Mercer Benefits Survey: Understanding Global Trends and Issues
30 Apr 2015 Does Pay for Performance Really Motivate Employees?
26 Mar 2015 Total Rewards Tactics for "Hot Jobs"
26 Feb 2015 Market Compensation Benchmaking Strategies For High Technology Companies
29 Jan 2015 Exploring the Myths & Misconceptions of Employer-Sponsored Healthcare Plans
18 Dec 2014 Human Capital Benchmarking and Budgeting Trends- Are You Ready For 2015?
05 Dec 2014 Compensation 101 for the HR Professional
20 Nov 2014 General Employment Law/Legal Update for 2015
Powered by Wild Apricot Membership Software