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Risk Management and
The Affordable Care Act
How do you plan for the Worst but Hope for the Best?
Considering recent events, is your business prepared to handle climate disasters, cybersecurity and healthcare changes?
The Price Center presents a series of seminars, focused on leading effective and profitable family-owned (or otherwise closely held) businesses.
Wednesday 11/29/17
5:30 - 7:30pm
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Schedule
5:30 - 6:00pm Networking with Food & Beverages
Meet other business owners and Anderson alumni
6:00 - 6:45pm Case Review on Risk Management
Jonathan Schreter ('02), CIC \ Executive Vice President, Bolton & Company
Maritza Aguilar ('92) \ Chief Financial Officer, Servicon Systems, Inc.
Servicon Systems, a privately held custodial service for complex and high-end environments, shares how Enterprise Risk Management impacts their business strategies and operations.
- What is Enterprise Risk Management? Why does it matter to my business?
- What are frameworks I can use to consider the physical, operational, financial and can strategic risks that affect my business?
- How do I implement risk controls companywide and create a culture of safety?
6:45 - 7:30pm Discussion on Affordable Care \ American Health Care
John Garner, CEBS, CLU, CFCI, CMC, GBA, RPA \ Chief Compliance Officer, Bolton & Company
Jacqueline Roth \ Executive Vice President, Bolton & Company
- With all the political chatter on ACA/AHCA, what should I focus on to remain in compliance with the law?
- What happens if ACA does get repealed without a replacement?
- What can we expect with regard to health care when Congress finally does something?
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MARITZA AGUILAR \ Chief Financial Officer, Servicon Systems, Inc.
For over 13 years, Maritza has served on the firm’s executive team driving financial strategies and establishing integrated systems and processes for budgeting, financial planning and reporting and data driven analytics. She has also taken an active role in implementing successful risk retention initiatives through high-deductible and captive programs. Prior to joining Servicon, Maritza held various roles in finance, international market development and strategic planning both in the United States and Europe for the leading toy manufacturer, Mattel. Maritza holds an MBA from UCLA and a BA degree from Pomona College.
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JOHN GARNER \ Chief Compliance Officer, Bolton & Company
John Garner has over thirty five years of experience in employee benefits. Before founding Garner Consulting in 1987, he was a principal in the Los Angeles office of Towers Perrin. John is a Chartered Life Underwriter, a Certified Employee Benefits Specialist, a Group Benefit Associate, Retirement Plans Associate, a Certified Management Consultant, and a Certified Flexible Compensation Instructor. John specializes in compliance, health care reform, the Health Insurance Portability and Accountability Act (HIPAA), the Consolidated Omnibus Budget Reconciliation Act (COBRA), and the Employee Retirement Income Security Act (ERISA). John received his Bachelor of Arts degree from Occidental College.
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JACQUELINE ROTH \ Executive Vice President, Bolton & Company
Jacqueline is well-versed and a frequent speaker on the Affordable Care Act, and helps her clients to understand the potential challenges and possibilities resulting from this legislation. She also helps companies to manage their short and long-term goals within an evolving regulatory framework. Jacqueline sits on a district board for Professionals in Human Resources Association and is involved with the Society of Human Resources Management. She fundraises for Azusa Pacific University's East Africa Scholarship Fund. Jacqueline holds a Bachelor of Arts degree from Azusa Pacific in Communication.
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JONATHAN SCHRETER \ Executive Vice President, Bolton & Company
For the past 13 years, Jonathan Schreter has served commercial property and casualty risks, primarily for charter and independent schools (K-12) and higher education clients, as well as middle-market businesses in the technology, manufacturing and entertainment industries. With a diverse background that began in marketing and advertising, Schreter combines creative thinking and analytics to offer a consultative approach to risk management. He works with progressive school and business leaders who appreciate his commitment to mitigating unexpected losses. Schreter earned his MBA from UCLA Anderson School of Management in 2000 and is the current president of the UCLA Anderson Alumni Network in Los Angeles.
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Registration Students $15 • Alumni and Others $20
The special rate is made possible by the Steinbeck Family Business
Endowment and our sponsors.
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The Harold and Pauline Price Center for Entrepreneurship & Innovation, a recognized leader in entrepreneurial education and research, oversees teaching, research, extracurricular and professional development related to entrepreneurship at the UCLA Anderson School of Management, serving our students, alumni and the entrepreneurial business community.
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Los Angeles, CA 90095 -1481
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