Calendar is subject to change.

Upcoming Workshop


Contractor Strategies to Maximize Your Bank Line of Credit

Join us for an informative workshop where you’ll learn how to put together a stellar submission package when applying for a business line of credit. These tips will assist your company in maximizing the amount of credit offered by your bank and avoid common mistakes that may hurt your chances of approval.

Who should attend? Owners, CFOs and Controllers

Training conducted by: Steve Thayne, Bank of the West

 

Date: September 28, 2018
Time: 8:30 AM to 9:30 AM
Location: Rancho Mesa Insurance Services, Inc.
250 Riverview Parkway
Santee, CA 92071


OSHA 10 (Construction)

Date: October 2018
Time: TBD
Location: TBD

Earn your OSHA 10 card and learn what you can do to protect your company from significant exposure to liability through this comprehensive safety course designed for the construction industry. Intended to help construction workers prevent incidents, the course covers:

  • Introduction to OSHA

  • Personal Protective Equipment (PPE)

  • Fall Protection

  • Scaffolds, Cranes, Excavations

  • Material Handling

  • Stairways and Ladders

  • Hand and Power Tools

  • And more!

Who should attend? Owners, Safety Directors, Managers, Supervisors, Construction Workers, and anyone involved in workplace safety.

Training conducted by: ICW Group


Legal Update/Employment Law 2019

Date: November 2018
Time: TBD
Location: TBD

Stay informed on employment law changes for 2019. We will discuss common employer and Human Resources pitfalls and solutions. Below are some of the topics that may be covered:

  • Ban the Box (AB 1008)

  • Salary History Inquiries (AB 168)

  • New Parent Leave Act (SB 63)

  • Immigration Obligations (AB 450)

  • Retaliation Claims (SB 306)

  • Training Requirements for Supervisors (SB 396)

  • General Contractor Liability (AB 1701)

  • Minimum Wage Updates

  • Updated Posters and Forms

Who should attend? Owners, Human Resource Personnel and Office Managers.

Training conducted by: TBD


Previous Workshops

 

Rancho Mesa clients can access the Workshop video library from the Risk Management Center.  Non-clients may request access to a workshop recording by completing the request form.

 

Employee Benefits Compliance Workshop

Date: August 30, 2018
Time: 9:00 AM to 10:30 AM PST
Location: Corporate Alliance of San Diego
9540 Towne Centre Drive, Suite 150
San Diego, CA 92121

Join us as we discuss compliance issues as they relate to employee benefits. Our experts will cover frequently missed employer requirements in the following areas:

•    COBRA
•    ERISA Requirements
•    Summary Plan Description
     and more!

Who should attend? Owners and Human Resources Personnel

Training conducted by: Rancho Mesa and TASC

Active Shooter Awareness and Response

Date: Wednesday, August 8, 2018
Time: 9:00 AM - 11:00 AM PST
Location: San Diego Christian College
200 Riverview Parkway
Building B, Room 205
Santee, CA 92071

This dynamic two-hour Active Shooter Awareness and Response course will cover the following topics:

  • Evolution of the Active Shooter Threat

  • Industry Trend Evaluations

  • How to Spot a Potential Threat

  • Psychology of a Shooter

  • Vigilance Mindset

  • Run-Hide-Fight

  • Decision Making

  • Supervisor Responsibilities
    and many more.

Who should attend? Owners, Human Resources Personnel, Risk/Safety Managers and Security Officers

Training conducted by: Vigilance Risk Solutions
 


Fleet Safety: Above and Beyond Compliance

Date: Thursday, July 26, 2018
Time: 9:00 AM - 10:00 AM PST
Location: San Diego Christian College
200 Riverview Parkway
Founders Building, Room 103
Santee, CA 92071

Join us as we discuss how to increase vehicle safety, control vehicle accidents, and safeguard long-term profitability. We will cover the essential points of a fleet safety and accident prevention program plus defensive driving skills. These best practices will help minimize exposures and lost revenue:

  • Recognize the importance of adopting fleet safety strategies that go beyond compliance

  • Explore how company profitability can be positively impacted

  • Strategies to increase safe driving behaviors & reduces costs

Who should attend? Owners, Human Resources Personnel, and Safety Managers

Training conducted by: Liberty Mutual Insurance


Heat Illness Prevention

Date: Thursday, May 31, 2018
Time: 9:00 AM - 10:30 AM PDT
Location: San Diego Christian College
260 Riverview Parkway
Building B, Room 205
Santee, CA 92071

Increasing heat safety awareness makes work a safer place for your employees. Get informed and ensure your company is in compliance. This course will cover topics like:

  • Modified temperature guidelines

  • Pre-shift meetings

  • Supervisory expectations

  • Clarification on Access to Water

  • Clarification on Access to Shade

  • Rest & Recovery periods

  • Monitoring employees

  • Weather Monitoring

  • High Heat Procedures

  • Emergency Response

Who should attend? Owners, Safety Directors, Managers, Supervisors, and anyone with responsibilities in safety or training.

Training conducted by: Berkshire Hathaway


OSHA 10 (Construction)

Date: Tuesday and Wednesday,
May 22-23, 2018
Time: 8:00 AM - 5:00 PM PDT
Location: San Diego Christian College
200 Riverview Parkway
Founders Building, Room 103
Santee, CA 92071

Earn your OSHA 10 card and learn what you can do to protect your company from significant exposure to liability through this comprehensive safety course designed for the construction industry. Intended to help construction workers prevent incidents, the course covers:

  • Introduction to OSHA

  • Personal Protective Equipment (PPE)

  • Fall Protection

  • Scaffolds, Cranes, Excavations

  • Material Handling

  • Stairways and Ladders

  • Hand and Power Tools

  • And more!

Who should attend? Owners, Safety Directors, Managers, Supervisors, Construction Workers, and anyone involved in workplace safety.

Training conducted by: ICW Group


OSHA 10 (Landscape)

Date: Thursday and Friday,
May 17-18, 2018
Time: 9:00 AM - 4:00 PM PDT
Location: San Diego Christian College
200 Riverview Parkway
Founders Building, Room 103
Santee, CA 92071

For the first time, you can take the 10-Hour Construction Course with landscape industry specific education. You and your team will receive the 10-Hour Construction completion course card and a certificate from NALP.

The NALP designed/OSHA-approved course provides owners, supervisors, project managers and field employees with in-depth information on the recognition, avoidance, abatement and prevention of workplace hazards in addition to information regarding workers’ rights, employer responsibilities, and filing a complaint.

What Makes This Course Different?

  • Includes the 10-hour Construction Course materials PLUS safety training specifically for the landscape industry

  • OSHA authorized trainers will teach the new course

  • Real life case studies will be discussed

You Will Receive:

  • Completion wallet card and Certificate

  • Instructional material included with enrollment fees

  • Receive 10 CEU credits towards Landscape Industry Certified recertification

Who should attend? Owners, Supervisors, Project Managers and Field Employees

Training conducted by: Berkshire Hathaway

If you have any questions regarding the 10-hour OSHA Construction Course for the Landscape Industry, please contact Amy Easterday at (703) 429-4185.


Captive Insurance Option

Date: Thursday, May 17, 2018
Time: 9:00 AM - 11:00 AM PDT
Location: San Diego Christian College
260 Riverview Parkway
Building B, Room 205
Santee, CA 92071

Take control of your company’s insurance costs through ownership in an insurance captive.  Companies have found this option to be both financially beneficial and professionally rewarding.

A captive is designed for companies that are not only interested in controlling insurance costs and retaining investment income, but obtaining high quality coverage and insurance related services.

About Captive Resources
Captive Resources specializes in the creation and administration of member-owned captive insurance companies. They have a time-tested approach that balances potential risk, and profit, arising from businesses’ insurance programs. Recently Rancho Mesa has partnered with Captive Resources in offering their programs to our best customers.

Who should attend? Owners, Human Resources Personnel

Training conducted by: Captive Resources, LLC.

 


Safety Si!® (Landscape)

Date: Friday, April 27, 2018
Time: 11:00 AM - 12:00 PM PDT
Location: San Diego Christian College
200 Riverview Parkway
Founders Building, Room 104
Santee, CA 92071

In general, safety training can be boring, like traffic school. But if you go to comedy traffic school, it can be fun and interesting. That’s the tactic we take; making safety fun, interesting, and proactive. We stress that employee’s safety is important at work and at home. Bi-lingual training sessions (i.e., Spanish and English) overcome many of the cultural and language barriers of Hispanic employees, and often open new lines of communication between these employees and their supervisors and managers.

We believe our unique approach to employee training will make a positive difference in hazard identification and corrections, reducing accidents, lowering your experience modification, and improving employee morale.

Safety Si!™ is a comprehensive, interactive risk control program with a proven track record with companies throughout California and the Midwest.

Our goal is to help increase your profit by decreasing your Worker's Compensation costs. Our programs are designed to: 

  1. Lower your Worker's Comp insurance premiums by reducing the number of injuries, lost-time accidents and claims.

  2. Increase company morale and loyalty by demonstrating your interest in the safety and well-being of your employees.

  3. Increase productivity by identifying and correcting unsafe, wasteful and hazardous conditions in the workplace.

  4. Reduce your vulnerability to fines, sanctions and scrutiny from OSHA or other regulatory agencies.

Who should attend? Owners, Safety Managers, Supervisors

Training conducted by: Safety Si!


Early Return-to-Work Program

Date: Thursday, April 5, 2018
Time: 11:00 AM- 12:00 PM PDT
Location: Toward Maximum Independence
4740 Murphy Canyon Rd
Second Floor Training Room
San Diego, CA 92123

Working closely with the employer, we brainstorm and suggest realistic return to work options, always taking into consideration the employer needs and the employee's abilities and physical work capabilities.

Focus on Intervention assists employers in identifying productive and appropriate return to work options for employees. All return to work options are evaluated to ensure the requirements of the proposed position are within the employee's abilities and physical work capabilities.

Who should attend? Owners, CFOs, Human Resources Personnel, and Managers

Training conducted by: Focus on Intervention

 


On-Site Health & Safety

Date: Thursday, March 8, 2018
Time: 11:30 AM - 12:30 PM PDT
Location: Toward Maximum Independence
4740 Murphy Canyon Rd
Second Floor Training Room
San Diego, CA 92123

Addressing workplace injuries is a difficult task for many employers.  They must encourage workers to report all injuries; however, if all injured workers are sent to medical facilities, workers’ compensation rates can skyrocket. On-site first aid is a very useful solution -  helping reduce claims by up to 90%, while ensuring excellent attention to employees. Topics covered in the workshop include effective reporting and how to manage injuries by properly utilizing first aid in the workplace.

About On-Site Health & Safety
On-Site Health & Safety is a 24-hour provider of essential health and safety services. Certain services can be better performed at the worksite, instead of an off-site facility. From post-accident drug screens, breath alcohol testing, and respiratory services to getting dialed-in to receive our industry-leading, 24-hour mobile first aid response. On-Site has your health and safety needs covered. Join us to learn more.

Who should attend? Safety Managers, Owners and Management

Training conducted by: On-Site Health & Safety

Parking: Please park on the street.


Sexual Harassment Prevention

Date: Wednesday, February 28, 2018
Time: 9:30 AM - 11:30 AM PDT
Location: Toward Maximum Independence
4740 Murphy Canyon Rd
Second Floor Training Room
San Diego, CA 92123

California bill AB 1825 requires that all California employers with 50 or more employees must provide two hours of interactive sexual harassment training to their supervisors and managers. This training must occur every two years for each supervisor and manager. Satisfy this state requirement or simply send your employees to keep pace with your internal training requirements. All attendees will receive a certificate of completion.

Who should attend? All management and supervisors

Training conducted by: Equal Parts Consulting

Parking: Please park on the street.


Legal Update/Employment Law 2018

Date: November 17, 2017
Time: 9:00 AM - 10:30 AM PDT
Location: Higgs Fletcher & Mack
401 West A Street, Suite 2600
San Diego, CA 92101-7910

Stay informed on employment law changes for 2018. We will discuss common employer and Human Resources pitfalls and solutions. Below are some of the topics that may be covered:

  • Ban the Box (AB 1008)

  • Salary History Inquiries (AB 168)

  • New Parent Leave Act (SB 63)

  • Immigration Obligations (AB 450)

  • Retaliation Claims (SB 306)

  • Training Requirements for Supervisors (SB 396)

  • General Contractor Liability (AB 1701)

  • Minimum Wage Updates

  • Updated Posters and Forms

Who should attend? Owners, Human Resource Personnel and Office Managers.

Training conducted by: Alexis Gutierrez, Higgs Fletcher & Mack


Cal/OSH: Enforcement vs Consultation Branches

Date: January 4, 2018
Time: 9:00 AM - 10:00 AM PDT
Location: San Diego Christian College
260 Riverview Parkway
Building B, Room 205
Santee, CA 92071

Join us for an informative conversation about the difference between Cal/OSHA’s enforcement and consultation branches. Learn how to take advantage of Cal/OSHA’s free consultation services and resources to create a safe workplace environment.  Understand the benefits of participating in partnership programs like:

  • CAL/VPP

  • SHARP

  • Golden Gate

Who should attend? Owners, Safety Directors, Managers, and Supervisors.

Training conducted by: Carmen Cisneros, Area Manager, Cal/OSHA Consultation Services Branch


OSHA 10 Workshop

Dates: Wednesday, October 25, 2017 & Thursday, October 26, 2017
Time: 8:00 am to 3:30 pm PDT
Location: MAAC
1355 Third Ave., Room 165
Chula Vista, CA 91911

Learn what you can do to protect your company from significant exposure to liability through this comprehensive safety course designed for the construction industry. Intended to help construction workers prevent incidents, the course covers:

  • Introduction to OSHA

  • Personal Protective Equipment (PPE)

  • Fall Protection

  • Scaffolds, Cranes, Excavations

  • Material Handling

  • Stairways and Ladders

  • Hand and Power Tools

  • And more!

Who should attend? Owners, Safety Directors, Managers, Supervisors, Construction Workers, and anyone involved in workplace safety.

Training conducted by: ICW Group


Selling Safety

Date: Wednesday, September 20, 2017
Presentation: 10:00 am - 11:00 am PST
Location: Toward Maximum Independence
4740 Murphy Canyon Rd
Second Floor Training Room
San Diego, CA 92123

Convincing employees to be proactive and safe is a difficult task.  Fancy slogans and colorful posters will only take your company so far.  The key to a successful safety programs is meaningful buy-in at all levels.  This requires “selling safety” on a daily basis.  This presentation is designed for company owners, supervisors and foremen who have ultimate responsibility for implementing safety programs.  We’ll discuss several ways to make this happen, taking your company’s safety efforts to the next level!

Who should attend? Owners, Supervisors and Foreman

Training conducted by: Berkshire Hathaway Homestate Companies


Employee Benefits: Using the EaseCentral Platform

Date: August 24, 2017
Check-in: 8:45 am - 9:00 am
Presentation: 9:00 am - 10:30 am
Location: San Diego Christian College
280 Riverview Parkway
Building B, Room 205
Santee, CA 92071

Join us for an interactive demonstration of Rancho Mesa’s online employee benefits enrollment portal, EaseCentral. The EaseCentral platform makes it simple to set up and manage benefits, onboard new hires, stay compliant and offer employees one destination for all their human resources information. Workshop attendees will receive priority setup - access to the system within 30 days.

Cut Down Enrollment Time: EaseCentral eliminates the need for paper forms, reduces errors, and gives you access to real-time updates on open enrollment progress.
 
Easy to Set Up: We setup your online enrollment portal with your company logo and employee information.   
 
Increase Employee Engagement: All employees get a unique login to explore and learn about their benefit options and reference information about their elections year round.
 
New: We'll show you EaseCentral's new iOS app, where employees can access benefit information and more!

Who should attend? Owners, Human Resources Personnel, and Office Managers

Training conducted by: EaseCentral

Watch an overview video.


Fraud within the CA Workers' Compensation System

Date: August 10, 2017
Check-in: 8:45 am - 9:00 am
Presentation: 9:00 am - 10:30 am
Location: San Diego Christian College
280 Riverview Parkway
Building B, Room 205
Santee, CA 92071

ICW Group’s Special Investigations Unit has been nationally recognized for its significant contribution towards the prosecution of, what California Department of Insurance deemed to be, one of the largest cases of Workers’ Compensation health care fraud in state history.  
Come join ICW Group Special Investigations Unit for an overview of the elements of the cases which made up “Operation Back Lash”,  the role of advanced analytics in the identification of patterns associated with the criminal schemes,  and what can potentially be learned from those patterns.


Attendees will come to better understand the complexity of these criminal schemes as well as ICW Group’s approach to addressing both the symptoms and the fraud disease.  

Who should attend? Owners, CFOs, Human Resources Personnel.

Training conducted by: ICW Group


Payment Remedies Workshop for the Construction Industry

Date: July 20, 2017
Check-in: 8:45 am - 9:00 am
Presentation: 9:00 am - 10:30 am
Location: San Diego Christian College
280 Riverview Parkway
Building B, Room 201
Santee, CA 92071

 

Failure to know and comply with requirements can result in a forfeiture of your statutory payment remedies.  This course covers requirements and changes for:

  • Preliminary Notices

  • Lien Waivers & Releases

  • Mechanic’s Liens

  • Stop Payment Notices

  • Payment Bond Claims

  • Retention Reduction

  • Prompt Payment Deadlines
    and more!

Who should attend? Construction Company Owners, CFOs, and Accounts
Receivable/Payable Managers

Training conducted by: Kevin R. Carlin, Esq. from Carlin Law
Group, APC


Mobility & Stretch Program

Date: Thursday, June 22, 2017
Check-in: 8:45 am - 9:00 am
Presentation: 9:00 am - 10:30 am
Location: San Diego Christian College
280 Riverview Parkway
Building B, Room 205
Santee, CA 92071

Implementing a pre-work stretch, when done properly, is a quick and effective solution to reduce the likelihood of back injuries.  The mobility and stretch program was designed to stretch the back with professional landscapers and construction workers in mind.  The program can be executed in minimal time, at any location (yard or on-site) and will not only help employees warm up for the day, but also strengthen their back to help maintain a healthy career.  Join us to learn how to implement our effective Mobility and Stretch Program at your company.

Attend this workshop to:

  • Manage the number one claim in the construction industry.

  • Differentiate your risk profile from your competition which ultimately reflects in your insurance cost.

  • Show your employees their wellbeing and health is important to you and the company.

  • Receive laminated copies and electric version of the stretch program to distribute to your employees.

Who should attend? Owners, Managers, Safety Manager, Supervisors, and Foreman

Training conducted by: Drew Garcia from Rancho Mesa Insurance Services and Collin Dawson from BRZN Fitness


Heat Illness Prevention

Date: Thursday, May 25 2017
Check-in: 8:45 am - 9:00 am
Presentation: 9:00 am - 10:30 am
Location: San Diego Christian College
280 Riverview Parkway
Building A, Room 201
Santee, CA 92071

Increasing heat safety awareness makes work a safer place for your employees. Get informed and ensure your company is in compliance. This course will cover topics like:

  • Modified temperature guidelines

  • Pre-shift meetings

  • Supervisory expectations

  • Clarification on Access to Water

  • Clarification on Access to Shade

  • Rest & Recovery periods

  • Monitoring employees

  • Weather Monitoring

  • High Heat Procedures

  • Emergency Response

Who should attend? Owners, Safety Directors, Managers, Supervisors, and anyone with responsibilities in safety or training.

Training conducted by: Berkshire Hathaway Homestate Companies


Cyber Liability

Date: May 10, 2017
Check-in: 10:15 am - 10:30 am
Presentation: 10:30 am - 11:30 am
Location: San Diego Christian College
260 Riverview Parkway, Building B, Room 205
Santee, CA 92071

Cyber threats to organizations are a very serious risk.  A data breach can lead to financial damage and a tarnished reputation. In this workshop, we'll cover why you should be concerned with cyber security, legal and regulatory issues, and risk control and assessment tools.

Who should attend? Owners, CFO, Controllers, Human Resource Personnel, IT staff, Managers, and Supervisors.

Training conducted by: Philadelphia Insurance Companies


OSHA 10 for the Construction Industry

Date: April 18-19, 2017
Time: 8:00 am - 3:30 pm
Location: 11455 El Camino Real
First Floor Conference Room
San Diego, CA 92130

Learn what you can do to protect your company from significant exposure to liability through this comprehensive safety course designed for the construction industry. Intended to help construction workers prevent incidents, the course covers:

  • Introduction to OSHA

  • Personal Protective Equipment (PPE)

  • Fall Protection

  • Scaffolds, Cranes, Excavations

  • Material Handling

  • Stairways and Ladders

  • Hand and Power Tools

  • And more!

Who should attend? Owners, Safety Directors, Managers, Supervisors, Construction Workers, and anyone involved in workplace safety.

Training conducted by: ICW Group


Captive Insurance Company Workshop

Date: February 24, 2017
Time: 9:30 AM - 11:30 AM
Location: Toward Maximum Independence
4740 Murphy Canyon Road
Second Floor
San Diego, CA 92123

Take control of your company’s insurance costs through ownership in an insurance captive.  Companies have found this option to be both financially beneficial and professionally rewarding.

A captive is designed for companies that are not only interested in controlling insurance costs and retaining investment income, but obtaining high quality coverage and insurance related services.

About Captive Resources
Captive Resources specializes in the creation and administration of member-owned captive insurance companies. They have a time-tested approach that balances potential risk, and profit, arising from businesses’ insurance programs. Recently Rancho Mesa has partnered with Captive Resources in offering their programs to our best customers.

Who should attend? Owners, Human Resources Personnel

Training conducted by: Captive Resources, LLC.


Sexual Harassment Prevention Workshop

Date: February 23, 2017
Time: 1:30 PM - 3:30 PM
Location: San Diego Christian College
200 Riverview Parkway
Building A, Room 201
Santee, CA 92071

California bill AB 1825 requires that all California employers with 50 or more employees must provide two hours of interactive sexual harassment training to their supervisors and managers. This training must occur every two years for each supervisor and manager. Satisfy this state requirement or simply send your employees to keep pace with your internal training requirements. All attendees will receive a certificate of completion.

Who should attend? All management and supervisors

Training conducted by: Meyers Fozi, LLP


Sexual Harassment Prevention Workshop

Date: February 16, 2017
Time: 1:30 PM - 3:30 PM
Location: San Diego Christian College
200 Riverview Parkway
Building A, Room 201
Santee, CA 92071

California bill AB 1825 requires that all California employers with 50 or more employees must provide two hours of interactive sexual harassment training to their supervisors and managers. This training must occur every two years for each supervisor and manager. Satisfy this state requirement or simply send your employees to keep pace with your internal training requirements. All attendees will receive a certificate of completion.

Who should attend? All management and supervisors

Training conducted by: Equal Parts Consulting


Employment Law 2017 Workshop

Date: January 19, 2017
Time: 9:00 AM - 11:00 AM
Location: Toward Maximum Independence
4740 Murphy Canyon Road
Second Floor
San Diego, CA 92123

Stay informed on employment law changes for 2017. We will discuss common employer and HR pitfalls and solutions. Bring your questions, as we will spend time where participants have the most need.  Below are some of the topics that may be covered:  

Who should attend? Owners, Human Resource Personnel and Officer Managers.

Training conducted by: Meyers Fozi, LLP