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Chapter Activities

ANNUAL SUMMARY REPORT OF ACTIVITIES AND ACCOMPLISHMENTS 4/1/15-3/31-16


April 2015: Held 19th Annual One Heart at a Time Golf Tournament benefiting Cystic Fibrosis Foundation of Orange County. Raised $12,714 which was donated to Cystic Fibrosis. Eighty-eight golfers joined in the fun with more members and guest joining us for dinner.  We raised $12,714 which was donated to Cystic Fibrosis.  Note that all monies received above expenses were donated!


Dr. Richard Afable, President and CEO of St. Joseph Hoag Health discussed Accountable Care Organizations (ACOs) at our membership meeting.


May 2015: Our Annual Election of the Board of Directors Meeting and Membership Recognition day was held

as 1st OCAHU Oscars where we recognized members for their length of time with OCAHU, RHU, REBC, LPRT members, and other milestones


Our 2015-2016 Board mirrored our membership with Carrier Reps, independent brokers, General Agents and Field Marketing Organizations with a mix of Large and small group, individual, Medicare and ancillary plans represented.  Our board members range in ages from 28 to above age 70.


Eight of our OCAHU members went to the Capitol Summit in Sacramento where they met with senators, legislators and aides to discuss issues important to our industry.


June 2015:  OCAHU held its 13th Annual Celebration of Women in Business Fashion Show and Luncheon. Raised $39,706 to benefit New Hope Grief Support Community.  Again all monies received above our costs donated to the charity.


We completed a Leadership training and Strategic planning meeting for new Chapter year and recognized our departing Board Members for their service.


We had 12 OCAHU members attended the NAHU Annual Convention in New Orleans, LA.  At this meeting one our own members, Don Goldmann past OCAHU and CAHU President elected NAHU President.

  • OCAHU won the William Flood Public Service Award for the fifth consecutive year.
  • Won the Pacesetter Award for the third consecutive year at the annual NAHU convention.

August 2015:  OCAHU Partnered with IEAHU and SDAHU to conduct the Annual Medicare Summit at Pala Casino. 120 Senior Carriers and Vendors in attendance and over 320 attendees.  OCAHU won the membership contest by enrolling 14 new members at the event.


Maggie Stedt was awarded the Presidential Award along with Yolanda Webb for their work on creating the Medicare Summit and support for other Medicare Summits throughout the state.


Held Angels baseball game PAC fundraiser and raised $2,600.  Over 50 attendees enjoyed a tail gate party and the game!


September 2015: Held Annual CE Day with 5 hours of continuing education credits available.


Presented donation checks to Cystic Fibrosis Foundation and New Hope Grief Support Community.


October 2015: In conjunction with Health Insurance Awareness Week conducted our 8th Annual Client Day. Brian Fleming from Coastal Payroll Services was the Keynote Speaker and explained IRS Forms 1094 and 1095 for our clients. Members met with various business organizations and community leaders to discuss the latest on health care reform.


November 2015: Frans Trisnadi from Intelicus held a member meeting regarding cybersecurity and the health insurance agent.


December 2015: Member Meeting held at the Anaheim Kaiser facility. Kaiser representative talked about new innovations at Kaiser. Held our annual toy drive and also donated our meeting fees to Kaiser to purchase more items for the pediatric patients.


January 2016: Dorothy Cociu, Past OCAHU and CAHU President and one of the leading experts in HIPPAA  regulations presented Part 1 of a two part CE Course on HIPPAA  Privacy and Security.


A mid-year Strategic Planning meeting was held by the Board in January.


February 2016: Held our Annual Business Development Summit with over 300 attendees. Ronald Masters was named the OCAHU Pinnacle Award winner and was introduced by William Flood for whom the NAHU William Flood Public Service Award is named. A comment from several members saying that is was the best BDS they attended!  We gained two new members that day.


6 OCAHU members attended the NAHU Capitol Conference in Washington, DC. They met with various members of Congress and the Senate to discuss pending legislation important to our industry.


March 2016: Annual Legislation Day. CE course was given by Julianne Broyles, CAHU lobbyist. Topic was HealthCare Reform and Legislative Updates.  A New Member orientation was also held just prior the meeting. We also reviewed the NAHU website.


A Member Survey was completed in March that provided some valuable feedback for the Board in planning future meetings and interested candidates for the coming year’s Board and committees.


Additional Comments:

  • Our chapter continues to publish the COIN newsletter quarterly both in print and on line.
  • Committees for the Golf Tournament, Women in Business and the Medicare Summit are hard at work for the up coming events
  • We added 33 new members but are challenged by our lapsed number.  Our chapter has been impacted by members leaving the business and layoffs by carriers and GA’s.

OCAHU continues to be an active chapter that takes pride in its membership, meetings and dedication to local charities. 


Copyright © 2016 Orange County Association of Health Underwriters
Phone: (866) 921-6440 | Email: orangecountyahu@yahoo.com

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