Agenda Overview
Wednesday, January 22, 2025
Claims & Coverage Committee Meeting
​9:30 a.m. – 12:00 p.m. | Salons 1-3
Breakfast buffet will be provided in foyer at 9:00 a.m.
Lunch – Buffet
​12:00 p.m. – 1:00 p.m. | Sunrise Terrace
Underwriting/Loss Control Committee Meeting
1:00 p.m. – 3:00 p.m. | Salons 1-3
Finance Committee Meeting
3:00 p.m. – 4:00 p.m. | Salons 1-3
Light snack will be provided.
Reception/Dinner
6:00 p.m. – 9:00 p.m. | Las Palmas Lawn
Thursday, January 23, 2025
New Member Orientation
New SCR Representatives, Alternates, and Committee members are encouraged to attend this orientation for an overview of SCR, the benefits of membership, and the various operational aspects of the program. Come learn about what makes SCR the premier property and liability program for K-12s in southern California!
8:00 a.m. – 8:45 a.m. | Desert Suite 1
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Board of Directors Meeting
9:00 a.m. – 11:00 a.m. | Salons 1-3
Breakfast buffet will be provided in foyer from 8:00-9:00 a.m.
Welcome & Opening Remarks
11:15 a.m. – 11:30 a.m. | Salon 4
Crystal McMahan, JPA Manager
Property & Liability Market Outlook
11:30 a.m. – 12:30 p.m. | Salon 4
SCR is a self-funded program that relies on a combination of risk retention and risk transfer to help manage our members’ overall cost of risk. This session will provide an overview of a continuing challenging insurance marketplace to include relevant trends and development.
Presenter: John Stephens, Chief Executive Officer, Keenan and Accretive Insurance Solutions
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Lunch Buffet
12:30 p.m. – 1:30 p.m. | Starlight Terrance
Sacramento Update: Key Components of the 2025-26 State Budget
1:35 p.m. – 2:30 p.m. | Salon 4
Get the latest from Sacramento as the new budget and policy year begins. Michelle Underwood, Vice President at School Services of California and head of its Governmental Relations unit, will underscore the key components of the Governor’s 2025-26 State Budget proposal and provide a behind-the-scenes look at where the budget debate goes from there.
Presenter: Michelle McKay Underwood, Vice President, School Services of California
Navigating New Legislation for K12s
2:30 p.m. – 3:30 p.m. | Salon 4
The 2025 New Year rang in with a slurry of new legislation signed into law by Governor Gavin Newsom. In addition, transition to the new presidential administration takes place this year, bringing about questions and speculation as to how it will impact California’s legislative environment. During this session, Paul McGlocklin from AALRR will discuss prominent legislative changes and new case law developments, and the impact they pose on CA K-12 schools.
Presenter: Paul Z. McGlocklin, Attorney, Atkinson, Andelson, Loya, Ruud & Romo
Mitigating Exposure to Wildland Fire Damage
3:30 p.m. – 4:30 p.m. | Salon 4
Wildland fires are difficult for districts to prevent, however there are a lot of steps districts can take to prepare their sites to defend themselves and minimize damage from a wildfire, even after you’ve evacuated. This session will cover real-world scenarios from members that have persevered through prior experiences. Keenan will also share new resources that have been made available to help districts prepare their sites for a potential wildland fire.
Panelists:
Robert Recatto, Director of Personnel (Risk and Safety), Lake Elsinore Unified School District
Josh Mativa, Assistant Director of Maintenance & Operations, Lake Elsinore Unified School District
Scott Merrill, Director II of Security & School Safety, Lake Elsinore Unified School District
James Judziewicz, Assistant Superintendent of Facilities and Operations, Lake Elsinore Unified School District
Facilitators:
Eric Preston, Senior Vice President of Property & Casualty, Keenan
Dianna Poulin, Director of Loss Control, Keenan
Social Hour & Dinner
6:00 p.m. – 9:00 p.m. | Cuistot | 72-595 El Paseo, Palm Desert, CA 92260
Shuttles will be available at 5:30 p.m. (meet in hotel lobby) and will return to the hotel at 9:00 p.m.
Friday, January 24, 2025
Breakfast – Fiesta Sunrise Buffet
8:00 a.m. – 9:00 a.m. | Salon 4
Safety Recognition Awards
9:00 a.m. – 9:15 a.m. | Salon 4
During this awards presentation, special recognition will be given to various districts for exemplary safety compliance and innovation in risk management.
Presenters:
Eric Preston, Senior Vice President of Property & Casualty, Keenan
Crystal McMahan, JPA Manager
Defending the Past, and Bolstering SAM Prevention Efforts Moving Forward
9:15 a.m. – 10:15 a.m. | Salon 4
AB 218 claims can be challenging to defend, especially when decades old records are difficult to locate or don’t exist. As we continue to navigate the effects of this retroactive legislation, it is important to focus on what districts can do now to mitigate sexual abuse and molestation (SAM) claims moving forward. In this session, Mike Marlatt will discuss best practices for defending AB 218 claims and areas where districts can create additional layers of protection currently, to help build resilience and defend future claims.
Presenter: Michael Marlatt, Partner, Thompson & Colegate
Behind The Curtain: Exploring The Cyber Threat Landscape
10:30 a.m. – 11:30 p.m. | Salon 4
The cyber landscape is shifting rapidly as generative AI and other emerging risks pose a significant threat to public education institutions. The FBI warns that criminals are actively utilizing GenAI to facilitate financial fraud across a variety of methods, and OpenAI recently published reports showcasing how nation-state threat actors are actively exploiting platforms like ChatGPT to advance malicious campaigns.
In this session, we will go behind the curtain to explore how cyber-criminal syndicates, nation-states and hacktivists are utilizing the dark web, artificial intelligence, native speakers and open-source platforms to increase the stakes and maximize their nefarious potential.
Presenters:
Tim Femister, Principal, Firestorm Global
Jessica Blushi, Vice President of Property & Casualty Marketing, Keenan
Roundtable
11:30 a.m. – 12:00 p.m. | Salon 4
Is your district facing new challenges? Are you interested in what other districts are doing about certain risk exposures? Are you considering implementing a new policy or program? This session is intended to allow for roundtable discussion of current events and the sharing of best practices to address emerging exposures.
Facilitator: Eric Preston, Senior Vice President of Property & Casualty, Keenan
Wifi Network Name: Omni Meeting
Password: SCR2025
PRESENTERS
John Stephens
CEO, Keenan and Accretive Insurance Solutions
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Eric Preston
Senior Vice President of
Property & Casualty, Keenan
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Michelle McKay Underwood
Vice President, School Services of California Inc.
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Paul Z. McGlocklin
Attorney, Atkinson, Andelson, Loya, Ruud & Romo
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Robert Recatto
Dir. of Personnel (Risk and Safety),
Lake Elsinore Unified School District
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Scott Merrill
Director II of Security & School Safety, Lake Elsinore Unified School District
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Josh Mativa
Asst. Director of Maintenance & Operations, Lake Elsinore Unified School District
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James Judziewicz
Asst. Superintendent of Facilities and Ops, Lake Elsinore Unified School District
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Dianna Poulin
Director of Loss Control, Keenan
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Tim Femister
Principal, Firestorm Global
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Michael J. Marlatt
Partner, Thompson & Colegate
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Jessica Blushi
Vice President of Property & Casualty Marketing, Keenan
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Sponsors
