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CALI Professional Development - Mastering the Art of the Claimant Interview - Full Day Training

Saturday, February 4, 2023 - Walnut Creek, CA

Mastering the Art of the Claimant Interview, Best Interview Techniques,
Overcoming Obstacles and Identifying Red Flags

Join us for a full day of intensive training with a panel of industry experts. Whether you are a beginner to workers' compensation and personal injury claimant interviews or a seasoned insurance investigator, you will enhance your interview toolkit through this in-depth training. 

Space is limited to 50 participants. No onsite registrations. Register Today!

Featured Presenter – Dale Banda

Dale Banda is a former Deputy Commissioner/Fraud Chief with the California Department of Insurance (CDI) Enforcement  Branch (retired). He has over 37 years of investigative experience, which includes 28 years with law enforcement, 20 years of supervision/management, and 8 years at the executive level with CDI. As a Deputy Commissioner, Mr. Banda oversaw all criminal/regulatory investigative activities involving the Fraud and Investigation Divisions. In addition, Mr. Banda oversaw all local assistance district attorney programs and made grant funding recommendations to the Insurance Commissioner. Mr. Banda has extensive knowledge of California insurance regulations and statutes, specifically in the area of Special Investigative Unit and investigative operations.

As the Chief Operations Officer for J.D. Wesson & Associates, Inc. since 2009, Mr. Banda is responsible for all statewide investigative and training operations within the company. He manages and oversees all lines of insurance investigations, both private and commercial lines, including vendor management, loss prevention, and program development. Mr. Banda oversees and formulates policies relevant to Special Investigative Unit (SIU) investigations, including anti-fraud strategies and compliance reporting. Additionally, he provides training to clients in claim investigations, anti-fraud, ethics, and supervision/management techniques. 

Mr. Banda has been a past presenter at the CALI Annual Conference, where he lectured on Understanding California SIU Regulations and Compliance.

Mr. Banda will speak at the California Annual Anti-Fraud Conference in April 2023 in Monterey, CA, sponsored by the Anti-Fraud Alliance, California District Attorneys Association, National Insurance Crime Bureau, and California Department of Insurance.

Training Location
Walnut Creek Library
Oak View Room, 2nd floor

1644 N. Broadway

Walnut Creek, CA 94596

See important parking information below.

Schedule
9:00 a.m. – 4:30 p.m. (Registration Opens at 8:30 a.m.)

Registration Fee
$99 for CALI Members
$129 for Non-Members

Registration fee includes continental breakfast, snacks, and drinks. Lunch is not included.

 
Certificate of Completion
A Certificate of Completion be issued to each participant at the end of the training. Four CPI Credits will be awarded for this training.

Special Accommodations
The meeting venue is accessible to all, including attendees with special needs. If you have a disability and require reasonable accommodation to participate in the training, please email the CALI office at info@cali-pi.org or call 949-715-5401 to discuss your accessibility needs. Please allow as much advance notice as possible to ensure we have ample opportunity to meet your needs.

Cancellation Policy
All registration cancellations and refund requests must be made in writing no later than Friday, January 13, 2023, by email to the CALI office at info@cali-pi.org. A $25 administrative fee will be deducted from all refunds. No refunds will be issued for cancellations received after Friday, January 13, 2023, and no refunds for no-show registrants.

Important Parking Information*
Because the lot at the Walnut Creek Library is public, CALI cannot guarantee free parking and availability for our attendees. However, alternate parking options are available in several areas near the library.  See below or click here for additional information. We will take breaks throughout the training to allow attendees to feed their parking meters. All of the meters will accept credit and debit cards.

Library Underground Garage (1 minute walk)
πŸ“1254 Lincoln Avenue, Walnut Creek, CA 94596
Parking is metered with a 4-hour limit per space. $1 each hour.

Broadway Parking Garage (4 minute walk; one block South of the Library)
πŸ“1390 N. Broadway, Walnut Creek, CA 94596
First hour is FREE then it’s $1.25 per hour. No meters or time limit. Parking fee is based on ticket time.

Civic Park lot (5 minute walk)
πŸ“1365 Civic Dr, Walnut Creek, CA 94596
Parking is free and limited to 3-hour per space. No re-parking in this lot.

*The fees as published for 2022.  

CALI Event Registration Terms & Conditions
Please read CALI's Event Registration Terms & Conditions before you register.

If you are not yet a member of CALI, JOIN NOW and take advantage of exclusive member benefits and savings.

When:
Saturday, February 4, 2023, 8:30 AM until 4:30 PM
Where:
Oak View Room, Second Floor
1644 N Broadway
Walnut Creek, CA  94596
Additional Info:
Event Contact(s):
CALI Office
949-715-5401 (p)
Category:
Professional Development
Registration is required
Payment In Full In Advance Only
Capacity:
50
$99.00
$129.00