InsuranceFraud.org

California Fair Claims Act Training 2026
2026-06-09

The California Department of Insurance Present: SIU Compliance
2026-06-02 12:00 - 14:00 (America/New_York)
Join the 2nd Quarter Virtual Training Event hosted by California Department of Insurance SIU Compliance.
Register for this FREE Virtual Training

How OSINT Analysts Make Decisions Under Uncertainty
2026-05-14 11:00 - 12:00 (America/New_York)
OSINT analysis doesn’t always produce perfect answers. Analysts are often asked to make decisions with incomplete, ambiguous, or conflicting information while working under time pressure and stakeholder scrutiny.
Join us on Thursday, May 14 at 11:00AM ET for a live session on How OSINT Analysts Make Decisions Under Uncertainty. This webinar will explore how OSINT practitioners develop, apply, and defend professional judgments.
The session will cover how analysts:
• Know when to stop collecting and move toward a decision
• Manage uncertainty without overstating conclusions
• Recognize and reduce cognitive bias in analytical work
• Communicate confidence to stakeholders
• Use a simple framework for consistent, defensible decision-making
Designed for analysts, team leads, and investigative professionals, this session positions OSINT as a decision-support tool and offers practical approaches that can be applied immediately in day-to-day work.

IASIU/NICB Webinar: Contractor Fraud in Catastrophe Claims: Schemes, Networks, and Investigative Strategies
2026-05-13 14:00 - 15:00 (America/New_York)
Presented by Supervisory Special Agent Gus Hitz (NICB), Special Agent Audrey Mehler (NICB), and Brenda Roberts (West Bend Insurance)
*For IASIU Members Only*

Class Description:
This webinar examines how contractor fraud escalates following catastrophic events and how organized actors exploit high-volume claim environments. Participants will learn how fraud schemes evolve from opportunistic to coordinated operations and how to identify, investigate, and disrupt these activities.
Session Objective:
Participants will be able to identify contractor fraud schemes earlier and apply investigative strategies to mitigate loss exposure.
Key Topics:
Post-cat contractor fraud landscape (roofing, water mitigation, remediation) Organized vs. opportunistic contractor fraud
Assignment of Benefits (AOB) abuse and claim inflation tactics
Use of AI and digital tools in claim manipulation
Indicators of collusion between contractors, public adjusters, and claimants

Vehicle Fraud & Crime Conference
2026-05-05 08:30 - 2026-05-06 16:45 UTC
Grow Your Professional Network & Get In-Demand Vehicle Training
Join NICB and co-sponsor Ally for the Vehicle Fraud and Crime Conference. Professionals representing the Vehicle Finance, Auto Auction, Rental Car, and Insurance industries will be onsite for you to build your professional network and gain valuable fraud knowledge to improve your investigations.
“This conference is a great opportunity to network with insurance, industry, and law enforcement partners. The convergence of subject matter experts who presented at the conference is unmatched by other events.” Virginia DMV, Chief
Over this two-day conference you will:

Engage in expert-led presentations
Connect with top industry professionals
Gain valuable insights into current vehicle fraud trends
Learn from real-world case studies
Get important guidance on how to recognize red flags

Early Bird Registration
Through December 31
Cost
Registration
After January 1, 2026
Cost

NICB Member
$75
NICB Member
$100

Government
$75
NICB Member
$100

Non-Member
$200
Non-Member
$250

Venue Information

Marriott Jacksonville Downtown
245 Water Street
Jacksonville, FL 32202
United States

Directions to the venue

Hotel Information

A room block was secured at the Marriott Jacksonville Downtown. Rooms are limited. Please note that guests must either use the link or call Marriott Central Reservations directly at 1-800-535-4028 to make their reservations. Please do not call the hotel: Make a Room Reservation

Evadata ACT Anti-Fraud Conference
2026-05-04 - 2026-05-06
Welcome to the Evadata ACT Conference for Life, Annuity, and Disability Industry!
Mall of America, Bloomington, MN

This event brings together anti-fraud leaders, team members, and data & analytics professionals for a unique opportunity to learn, collaborate, and network.

With 14 educational sessions across two tracks attendees can gain valuable insights and knowledge.

Track 1: Anti-fraud team leaders and team members.
Track 2: Data & analytics leaders, analysts, and data scientists.

Don’t miss out on this unparalleled opportunity to advance your anti-fraud knowledge and skills.

This site has a link to register, the session agenda, and other important information for the conference. Use the top bar for additional information. If you have any questions, please reach out to business@evadata.com.

Know Before You Go FAQ:

When: From 5:00pm on May 4 through 1:00pm May 6, 2026.
Where: Parkview Meeting Center in the Mall of America.
Airport: Minneapolis International Airport (MSP)
Uber/Taxi Distance: 2.5 miles (10 minute drive)
Directions: Go to the “Venue” tab.
Parking: West Parking Ramp (between Nordstrom & Macy’s).
Dress Code: Business casual
Check-in: We will have all badges in the Parkview Meeting Center.
Wi-Fi: The Wi-Fi-network is “MOA-WiFi”. There is not a password, you are prompted to log in with an email when you open your browser.

Free CE Webinar: Investigating Commercial Trucking Claims
2026-04-28 10:00 - 11:00 (America/New_York)
We are excited to continue our Free 2026 Continuing Education (CE) Webinar Series, designed to provide you with a practical, compliance-focused framework for handling complex claims.
Don’t Miss Our Next Session: Commercial Trucking Fire & Theft
Investigating commercial trucking claims requires a specialized lens. In this deep-dive session, we will walk you through real-world scenarios and case studies to help you:

Identify the critical differences between tractor-trailer arson and mechanical failure.
Detect fictitious cargo pickups and the evolving tactics of “paper theft.”
Execute best practices for seamless SIU coordination.
Build a defensible claim file from the initial FNOL through to final resolution.

Meet Your Expert Guides
This session is led by Garrett Boeckeler, Director of the Special Investigations Unit (SIU), and Shannon Hooper, SIU Program Manager. With decades of combined expertise in insurance fraud and specialized investigations, Garrett and Shannon provide real-world intelligence that you can apply immediately to your claims and litigation strategy.
Event Details:

Topic: Commercial Trucking Fire & Theft Claims
Date: Tuesday, April 28
Time: 10:00 AM – 11:00 AM
Platform: Via Microsoft Teams
Cost: Free

Note: CE credits are approved for licensed P&C adjusters and SIU investigators only.
Have Questions? Please Contact Garrett or Shannon!
If you have any questions at all regarding the CE webinars, including topics or accreditation, please feel free to reach out to Garrett directly:
Garrett Boeckeler, Director of SIU

Email: gboeckeler@beckerpi.com
Phone: 412-279-1500 ext. 750

Shannon Hooper, SIU Program Manager

Email: shooper@beckerpi.com
Phone: 412-279-1500 ext. 650

We look forward to sharing our investigative knowledge with you and helping you grow professionally throughout 2026.
Register Today

2026 Annual Anti-Fraud Conference
2026-04-22 - 2026-04-24 | Hyatt Regency Monterey, 1 Old Golf Course Rd, Monterey, CA, 93940, United States
Keynote Speaker: Frank Abagnale
Bestselling author & subject of “Catch Me If You Can” Renowned cybercrime and fraud prevention expert
All the Details Are On the Conference Site
A few things you can find…..

Registration to attend
The Reasons Why Anti Fraud Professionals Should Attend!!
The Schedule of Course (Coming Soon!)
Information about our Speakers (Coming Soon!)
Become a Sponsor or Exhibitor
And more details to come!

We are actively working on our Training Events and Speaker*
Keep an eye on the Conference Site for all the updates!!
Conference Schedule
Looking forward to seeing you there!!!
Any questions? Please email the AFA Executive Secretary.

PA Insurance Fraud Prevention Authority 2026 Conference
2026-04-16 - 2026-04-17
We are pleased to announce that registration is now open for the 2026 Pennsylvania Insurance Fraud Conference. It will be held on April 16-17, 2026, at the Kalahari Resort & Convention Center. Click here to register. Attendance is limited to 500. Click here to see the agenda.
Discounted room rates are available at the Kalahari Resort until March 17, 2026. Call 866-920-9805 or click here to reserve a room. Be sure to reference “2026 Insurance Fraud Conference” to get our rate of $169 plus taxes. Waterpark tickets are included with your stay.

The Psychology Behind Fraud
2026-04-15 14:00 - 15:00 (America/New_York)
We are excited to bring back this fan-favorite topic! In this session, we explore the fascinating psychological framework and key elements that drive fraudulent behavior – and spoiler alert: it’s not always about the money! Fraud can stem from a wide range of psychological triggers, and understanding these motives can provide valuable insights into the minds of those who commit fraud.
Your favorite host, Mike Lundgren, will guide you through the process of profiling, identifying traits, and spotting red flags. By the end of the session, you’ll have a clearer understanding of the psychological drivers at play, equipping you with the knowledge to better manage and detect fraud in your role.

ACCI 2026 Annual Conference
2026-04-13 - 2026-04-15
Goals of the Conference

Learning about programs and research in the wide field of consumer science,
Networking to learn what others are doing,
Motivation to become refreshed, stimulated in your own work, and to keep up the new connections made here.

Conference Objectives: At the end of the conference, participants will be able to: (1) name at least three new research projects of which they were unaware; (2) describe at least three new professional contacts; and (3) explain ACCI’s mission and vision and identify at least one way in which you could become active in support of work in the consumer’s interest.

Goals of the Conference

Learning about programs and research in the wide field of consumer science,
Networking to learn what others are doing,
Motivation to become refreshed, stimulated in your own work, and to keep up the new connections made here.

Conference Objectives: At the end of the conference, participants will be able to: (1) name at least three new research projects of which they were unaware; (2) describe at least three new professional contacts; and (3) explain ACCI’s mission and vision and identify at least one way in which you could become active in support of work in the consumer’s interest.

NAMIC Claims Conference
2026-04-13 - 2026-04-15
The NAMIC Claims Conference is an annual event designed to connect claims professionals from property/casualty insurance companies with the education and resources they need. This peer-developed conference offers educational sessions on everything from claims fundamentals to emerging trends as well as access to a number and variety of service providers in the marketplace. Rounding out the conference experience are unique opportunities for everyone from the adjuster to the claims executive to make new connections and grow their peer network.

The NAMIC Claims Conference is an annual event designed to connect claims professionals from property/casualty insurance companies with the education and resources they need. This peer-developed conference offers educational sessions on everything from claims fundamentals to emerging trends as well as access to a number and variety of service providers in the marketplace. Rounding out the conference experience are unique opportunities for everyone from the adjuster to the claims executive to make new connections and grow their peer network.

Surveillance and the Law
2026-04-09 14:00 - 15:00 (America/New_York)
This course offers a comprehensive introduction to the professional and practical considerations involved when insurance companies use photographic surveillance to prevent and identify fraudulent personal injury, disability, and worker’s compensation claims. The course delves into the various types of surveillance techniques used by insurers, highlighting how these tools can be effectively deployed while remaining compliant with legal regulations. Participants will learn about the ethical, legal, and procedural implications of covert surveillance in claims investigations, including the rights of the individuals being surveilled. The course also provides in-depth insights into the laws governing privacy, data protection, and the admissibility of evidence gathered through surveillance. Designed for insurance investigators, claims managers, and adjusters, the course emphasizes the need for careful planning and legal guidance before engaging in or contracting surveillance work to avoid legal pitfalls. It also discusses how to assess the effectiveness of surveillance as part of an overall fraud prevention strategy.
Instructor: Amos Nessim
We’re happy to answer any questions or concerns through email at siutraining@aus.com.
**Please register with your company-provided email to be approved**

From FNOL to Resolution: How Social Media Provides Insights at Each Stage
2026-03-31 13:00 - 14:00 (America/New_York)
Join us for an insightful and practical webinar designed for insurance professionals, offering actionable strategies to integrate social media insights at key stages of the claims lifecycle.
What you’ll learn:
-How social media insights, as part of Open Source Intelligence, provide crucial visibility into claimant behaviors, inconsistencies and potential risk indicators.
-How social media checks can be integrated into key stages of the claims lifecycle (First Notice of Loss (FNOL), confirming coverage, investigation, additional services, evaluation, negotiations, final evaluation, settlement and post claim resolution) to reduce cycle times and achieve accurate resolutions.
-How leveraging OSINT tools like social media can alleviate workload pressures on adjusters, enabling faster and more effective claims processing.
-About the benefits of using third-party experts to conduct unbiased, legally compliant social media research
This webinar is approved for Insurance Adjuster CE Credit in Florida, Texas and California.
Date: Tuesday, March 31, 2026 Time: 12 p.m. (noon) Central Time Duration: 60 minutes
About the Presenter:
Alyssa Weeks
Global Director of QA & Training, Social Discovery
Alyssa Weeks is a seasoned professional with almost a decade of experience in the insurance industry, specializing in claims and social media searches. Over the past five years, Alyssa has spearheaded the transformation of a small team of social media analysts into a highly sought-after department crucial to the success of claims outcomes at a leading insurance company. Her expertise lies in crafting successful social media reports tailored to the unique needs of the insurance sector.
Once you register, you’ll receive a confirmation email with a link to join the webinar. If you don’t see the email, please check your spam folder.
We look forward to seeing you!

The Most Common Types of Staged Automotive Accidents
2026-03-25 14:00 - 15:00 (America/New_York)
Join Mike Lundgren on Wednesday, March 25, at 2:00 pm ET for a closer look at how staged auto accidents are evolving and practical ways to spot red flags early.
What you’ll learn:

The red flags and claim patterns that signal a staged accident
Examples of hard fraud vs. soft fraud
How organized fraud rings stage collisions, recruit participants, and exploit coverage gaps
Tools and tactics you can use right now to verify legitimacy and protect your bottom line

Who should attend: This session is perfect for claims adjusters, risk managers, SIU teams, and anyone looking to strengthen their expertise in this topic.
Register Now
Continuing Education Credit
Approved for Insurance Adjuster General Credit
AK, AL, AR, CA Ind, CA WC, DE, FL, GA, IA, ID, IN, KY, LA, MN, MS, MT, MT-WC, NC, NH, NH WC, NM, NV, OK, OR, OR WC, RI, TX, UT, VT-WC, WA, WV, WY

Verisk Academy: Analytical Expertise for the Insurance Industry
2026-03-23 08:00 - 2026-04-15 17:00 (America/New_York)
Verisk Academy is a 4-week educational program for early-career insurance professionals, from the industry’s trusted data partner. This focused training will equip you with vital skills in analytics, data-driven storytelling, and critical thinking—skills that you can apply today and as you advance in your career.

Key program details

Format: 4-week hybrid program including in-person and virtual sessions

Week 1: In-person kickoff at VIC 2026 at ARIA Resort & Casino in Las Vegas, NV
Weeks 2-3: Virtual sessions
Week 4: In-person program finale and graduation events in Jersey City, NJ

Participants: Rising professionals (3-5 years of work experience) across the insurance industry looking to make a long-lasting industry impact

Participants who complete Verisk Academy will receive:

✔ Certificate of Completion
✔ Digital badge to showcase on LinkedIn and internal platforms
✔ 24 CEU credits* applicable to CAS and CPCU industry designations (equivalent to 12 CEU credits for 2-year re-certification)
✔ Elective credits toward CIDM and ADMA through the Insurance Data Management Association (IDMA)

*Continuing education credits are subject to approval by the applicable accrediting organizations.

Virtual Fraud Investigation Academy
2026-03-17 08:00 - 2026-03-19 15:00 UTC
Get foundational and specialized fraud training from industry experts, no travel required.
NICB’s virtual FIA is an immersive 3-day event offering live training from experts on foundational and specialized fraud topics. FIA is tailored to new and experienced investigators looking to improve efficiency and ability to combat fraud.
This virtual academy would benefit:

Insurance SIUs
DOI Investigators
Prosecutors
Claims Personal
Law Enforcement/Government Agency Employees

AFA Q1 2026 Training Webinar - Explosive Verdicts, Smarter Choices
2026-03-10 12:00 - 14:00 (America/New_York)
“A Dual Look at Litigation Risk & Ethical Leadership” Topic: Step into a session that explores the intersection of high‑stakes litigation and ethical leadership. Explosive Verdicts, Smarter Choices will first dissect the rise of nuclear verdicts, helping you understand what drives these extraordinary outcomes and how to mitigate risk. The second half shifts focus inward, offering practical tools for ethical decision‑making that strengthen professional judgment and personal growth. This dual‑focused course is designed for those committed to protecting their organizations while leading with integrity. Presenter: Bob Horst, Managing Partner; Horst Krekstein Runyon Bob Horst is the Managing Partner of HKR, where he leads a national team of litigators, insurance coverage attorneys, and one of the Philadelphia region’s premier transactional groups—recognized as a Tier 1 Insurance Law practice by Best Lawyers® “Best Law Firms.” Under his leadership, HKR has grown into a high‑impact litigation platform grounded in exceptional client service and professional development. A seasoned litigator, mediator, and private arbitrator, Bob handles complex commercial disputes, insurance matters, and subrogation cases. He has tried numerous jury cases to verdict over his 34‑year career and frequently serves as a Judge Pro Tem in the Philadelphia Court of Common Pleas. Bob has been recognized among America’s Top 100 Civil Defense Litigators® and has earned distinctions as a Best Lawyer® (2019–present) and Super Lawyer® (19 of the last 20 years). His insights have been featured in Claims Journal, The New York Times, PropertyCasualty360, Inc., Law360, National Underwriter, The Legal Intelligencer, Student Lawyer, and The Jackson Clarion Ledger.

Enhancing Your Skills: Managing and Navigating Complex Investigations
2026-03-04 - 2026-03-06
This three-day virtual program is designed to enhance the skills of middle managers and investigators on the rise. Content focuses on the skills necessary for complex investigations. Speakers will examine investigative skills critical for experienced anti-fraud professionals and highlight case management best practices.
Program participants will learn how to:

Unravel schemes through a focus on case management and development.
Review how to make decisions using analytics.
Examine the role of internal collaboration and discuss ways to develop and motivate your investigative team.
Develop skills experienced anti-fraud professionals need, such as interviewing and negotiation, to conduct effective investigations.
Explore effective collaboration with law enforcement or government partners.

This program contains 10 live sessions over three-days. Participants need to attend live to earn credit. Review the draft schedule at-a-glance for more information.

NYSSIU Winter Conference
2026-03-04 - 2026-03-05
Join us at our next meeting:
Wednesday, March 4th, 2026, 5:00-7:00 pm – Evening networking social – Skidmore Room Embassy Suites, Saratoga Springs, NY
Thursday, March 5th, 2026, NYSSIU Conference at The Embassy Suites in Saratoga Springs.

Insurance Fraud Management Conference
2026-03-01 08:00 - 2026-03-04 11:30 UTC
The Insurance Fraud Management (IFM) Conference 2026 offers a wealth of engaging educational sessions, lively panel discussions, and unmatched networking opportunities with industry experts. Each year SIU and claims leaders, industry experts, and service providers converge at IFM to discover cutting-edge anti-fraud technologies and the latest industry trends.
Don’t miss this opportunity to learn, network, and explore with the industry’s best at Arizona Grand Resort & Spa. We look forward to seeing you at IFM 2026!

OSINT Advantage: Uncovering Fraud with Open-Source Intelligence
2026-02-25 14:00 - 15:00 UTC
In today’s digital world, everything you need to know is often just a click away — and fraudsters are no exception. Open-Source Intelligence (OSINT) is transforming the way we uncover fraud, providing access to publicly available data that can be a goldmine in investigations.
Join us as we explore the power of OSINT in detecting and preventing fraud. From social media to public records, we’ll show you how to leverage open-source data to uncover red flags, validate claims, and expose fraudsters hiding in plain sight.

Hitting Record: Empowering Claim Decisions with Surveillance Footage
2026-02-24 13:00 - 14:00 (America/New_York)
This course meticulously dissects the multifaceted world of surveillance, equipping you with the tools needed to excel in your roles when working with investigative providers. From understanding the concept of surveillance to exploring its diverse applications, you’ll gain practical knowledge, strategic insights, and investigative skills to ensure accurate claims assessment and mitigate fraudulent activities effectively. Learning Objectives: • Grasp the concept and applications of surveillance in insurance claims • Discover mobile and remote surveillance techniques • Investigate use cases like physical injury claims, provider concerns, premium fraud, and property claims • Enhance surveillance results with pre-surveillance investigations and strategic planning • Integrate surveillance findings with background checks, social media investigations, and post-investigation interviews Approved for 1 Hour of Claims Adjuster Credit in the following 21 states: AL, AR, CA (WC), DE, FL, GA, ID, IN, KY, LA, MN, MS, NC, NH, NM, NV, OK, OR (WC), TX, UT, WY

Motor Vehicle Fire Investigation
2026-01-27 - 2026-01-29
The IAAI Motor Vehicle Fire Investigation 3 day course consists of 24 hours of tested instruction in determining origin and cause of motor vehicle fires, and culminates in an investigation of a live burn vehicle fire scenario. Based on Chapter 26 of NFPA 921, topics will include vehicle investigation safety, fuel packages, ignition sources, and vehicle systems and identification. Included in the instruction is a live electrical demonstration showing how fuses, fusible links and relays work, as well as real time failure such as overload and shorts. Utilizing the team concept, students will have the opportunity to investigate a live burn, construct a report, and present their findings to the class. the IAAI Motor Vehicle Fire Investigation 3 day course satisfies the Specialist Training Requirement of the IAAI Motor Vehicle Fire Credential Endorsement program.
CFITrainer.Net® Module Prerequisites:

Motor Vehicles: The Engine and the Ignition, Electrical and Fuel Systems
Motor Vehicles: The Transmission, Exhaust, Brakes and Accessory System
Investigating Motor Vehicle Fires

Registration Fees:

IAAI Member: $700.00
Non-Member: $1,065.00

Payment/purchase order must be received five days after registration

Class size is limited: no refunds
All IAAI courses are subject to cancellation or postponement at any time due to unforeseen circumstances. Registered participants will be notified as soon as possible.
Questions? IAAI-Training@firearson.com
**All IAAI offerings are subject to cancellation or changes**

CrashCon: Spotting Staged Auto Accidents
2026-01-27
Gear up for a deep dive into staged and caused auto accidents. Uncover how to identify fraudulent crashes, distinguish them from paper accidents, and execute a powerful defense strategy with precision.

Organized Crime and the Impact on the Insurance Industry Webinar
2026-01-22 14:00 - 15:00 (America/New_York)
Join us for an eye-opening webinar that provides a foundational overview of insurance-related organized crime and breaks down how organized crime has impacted the insurance industry—from life and medical fraud to AI-driven deepfakes and synthetic identities. Through real-world case examples and emerging trends, you’ll gain practical insight into how these schemes work and what insurers can do to detect, disrupt, and prevent them.
This session kicks off our Organized Crime Webinar Series, with future installments diving deeper into specific organized crime groups and their evolving tactics.

The Ethical Edge: Navigating Insurance Claim Investigations
2026-01-22 13:00 - 14:00 (America/New_York)
This course is designed to provide a comprehensive understanding of what constitutes an ethical investigation. Participants will explore various ethical issues that arise during investigations, the distinctions between ethics and laws, and the commonalities that define ethical investigations. The course will also highlight what ethical investigations are not and the potential consequences of unethical practices. Additionally, we will guide you through “Performing Ethical Investigative Services,” covering how to conduct investigations ethically across different types of investigative services, including research, interviews, and surveillance. Learning Objectives: • Understand ethical issues and the differences between ethics and laws • Identify commonalities of ethical investigations and what they are not • Learn the consequences of unethical investigations • Conduct ethical research, interviews, and surveillance by following guidelines • Apply ethical practices across all services (reporting, protecting PII, and preserving evidence integrity) Ethics Credit in the following 21 states: AL, AR, CA (WC), DE, FL, GA, ID, IN, KY, LA, MN, MS, NC, NH, NM, NV, OK, OR (WC), TX, UT, WY

Hospice Scams in California: What the State Audit Found and How New Regulations Protect Seniors
2026-01-22 10:00 - 11:00 UTC
Let Us Bring Our Customized Medicare Trainings to You!
Workshops are specifically designed for professionals who serve Medicare beneficiaries. CHA’s interactive workshops are presented by Medicare subject matter experts, ensuring high-quality training
customized to meet your needs.
Benefits to your organization:

Premier up-to-date training for staff and management and customized technical assistance
Improved personalized assistance, Medicare knowledge and service to clients, patients and staff
Increased understanding about local community-based services available to Medicare beneficiaries in the community

While some may think Medicare is not a relevant topic within your organization, it’s important and matters! It especially matters to those with Medicare, to staff serving people with Medicare and/or employees aging into Medicare.
That’s why we developed customizable integrated training and marketing modules to bring our 20+ years of expertise to you.
These training programs, serving pharmacy organizations and corporations, hospitals, social workers and other service agencies and companies, provide up-to-date and comprehensive Medicare training while creating a program to reach out to your patients and potential patients in a very personal way.
For more information on our customized Medicare trainings and fees, please contact Cat Mercado, our Operations Manager at cmercado@cahealthadvocates.org or 916-465-8104.
Current Workshop Topics

Medicare: An Overview (3-6 hours)
An Introduction to Medicare Part C Advantage Plans (3 hours)
Assistance for People with Low incomes (3-6 hours)
Medicare Supplemental Insurance & Other Coverage (6 hours)
Medicare Appeals & Grievances (3 hours) – Thorough background in Medicare recommended.
Protecting Your Medicare Benefits from Fraud & Abuse (2 hours) – CHA receives federal funding to provide Senior Medicare Patrol workshops free of charge. Also available in Spanish.
Long-Term Care Planning (Basic and/or Advanced) (6-12 hours)

Our in-depth onsite workshops combine instructor-led presentations, small group exercises, case studies, and question and answer sessions. An additional 10 hours of customized technical assistance is provided following every workshop.
Participants receive a complete packet of reference materials and other useful resources. CHA also offers all workshops as webinars. Webinars include 30-day access to a recording of the workshop. We also offer a-la-carte workshops tailored to meet your educational needs.
Speaker information
For more information about our knowledgeable speakers/trainers, see our staff biographies.

Bonnie Burns, Training & Policy Specialist
Tatiana Fassieux, Training Specialist

Trust Issues: Restoring Consumer Confidence
2026-01-21 14:00 - 15:00 (America/New_York)
Join Mike Lundgren on Wednesday, January 21, at 2 PM EST as we dive into the growing disconnect between industry performance and declining public trust.
What you’ll learn:

Understand how generational shifts, digital experiences, and viral social media narratives influence public perception
Improve pricing transparency and communications strategies
Discover approaches for managing the delicate balance between personalization and privacy

Who Should Attend:
This session is perfect for claims adjusters, risk managers, SIU teams, and anyone looking to strengthen their expertise in this topic.

OSINT Workflows for Art and Antiquities Crime
2026-01-21 11:00 - 12:00 (America/New_York)
This webinar examines how investigators use publicly available information to identify illicit cultural property activity and develop actionable intelligence in real cases.
The session will cover how investigators:

Identify where relevant public data exists across the open web
Recognize how illicit objects and related evidence surface online
Use public information to investigate facilitators and intermediaries
Map networks involved in organized cultural property crime

Whether you support law enforcement, compliance, security, or investigative research, this session will provide practical insight into how public data supports cultural property investigations from initial detection through intelligence development.
