CAHIP Golden Gate - Annual Member Meeting

 

June 17, 2026
10:00 AM - 12:00 PM
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Lafayette Library
3491 Mount Diablo Blvd
Lafayette, CA 94549
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 Join us for as we recognize outstanding member contributions, install the 2026-27 board and explore key strategies for success!

Whether you're a long-time member or new to our member community, this is a wonderful opportunity to network and be inspired.

Meeting Agenda:

  • 10:00-10:30 - Networking Breakfast
  • 10:30-10:45 - Annual Meeting, Presenting 2026-27 Board of Directors
  • 10:45-11:00 - Awards Presentation (Immediate Past President)
  • 11:00-12:00 - The Value of Trust: Finding Your Trusted Advisor Voice, Presented by: Anthony Lee
  • 12:00PM - Meeting adjourned

About the Presentation:

The Value of Trust: Finding Your Trusted Advisor Voice, Presented by Anthony Lee

The harder you sell, the less clients trust you - especially in a business built on fear of loss. In this session, insurance brokers and agents learn to hear the difference between the Salesperson Voice and the Trusted Advisor Voice and why helping a client make the right choice - even when it isn't you - is what earns lasting trust and referrals. 

In this session, you'll practice reflecting a client's vision instead of pitching, speaking to values instead of features and leave with the ability to use your trusted advisor voice in your very next conversation.

Officer and Director Nominees for 2026-27:

  • President: Irma Romero, Quick Learning School of Concord
  • President-Elect: OPEN
  • Immediate Past-President: Cathy Little, Essential Exchange Ins
  • Secretary: Ashley Wong, Burns Employee Benefits
  • Treasurer: Cathy Little, Essential Exchange Ins
  • Legislative Chairperson: Clover Willison, Willison Insurance
  • PAC Chairperson: Patrick Burn, Burns Employee Benefits
  • New Membership Chairperson: OPEN
  • Membership Retention Chairperson: Janet Powelson, EPIC Insurance Brokers
  • Sponsorship Chairperson Russell Wardhaugh, TriNet 
  • Professional Development Chairperson:  OPEN
  • Communications Chairperson: Poonam Lata, TriNet
  • Foundation Chairperson: OPEN
  • Awards Chairperson: Marievita Lowe, John Muir Health
  • Hospitality Chairperson: OPEN


Thank you to our Annual Sponsors

Platinum Partner 

Silver Partner 

Bronze Partners

   

          

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Tickets

$35.00 Member

$35.00 Members of CAHIP

$45.00 Non-members