1. Year in Review: Annual Report July 2016 – June 2017

2. Year in Review: Annual Report, 2017
Under the presidency of Ned Schaut, and the board of directors listed below, which was sworn in by Senator Ted Gaines on July 20th, 2016, the Sacramento Association of Health Underwriters (“SAHU”), which is a local chapter of our state association (CAHU), and national headquarters in Washington, DC, (NAHU), was an active and award winning chapter. President * Ned Schaut Eureka Insurance Solutions
President Elect * Helen Ornellas Ornellas & Associates
Past President * Marcy McCulloch Rogers Benefit Group
Secretary * Alexis DeVorss WestCorp Financial Services
Treasurer * Brad Davis Wraith, Scarlett & Randolph
PAC Carolyn Lewis Lewis Benefits Group
Legislation David Brabender Atman Insurance Services
Membership Retention Lisa Hutcherson Aflac
Membership (New) Lauren Bayha Principal
Programs Teri Blake Word & Brown
Professional Dev. Josh Keller Kaiser Permanente
Community Service Liz Mack Kaiser Permanente
Media & PR Scott Gilroy Kansas City Life
Communications Alexis DeVorss WestCorp Financial Services
Awards & Recognition Michele Meder TAIA
Vanguard Samantha Siders California Choice
Executive Director Jeannie Bruins
* Executive Committee
SAHU’s leadership continues to focus on succession planning, committee format, new member growth, community, accountability and transparency. These objectives are all driven by one common purpose – to be a valuable resource and place of camaraderie for our members. The ever-improving results this has generated for SAHU the last several years reinforces our efforts and commitment to growing and engaging our membership base. We look forward to another record-breaking year under new President Helen Ornellas and her team, and will report back again this time in 2018.

3. Year in Review: Annual Report, 2017 NAHU AWARDS
Pacesetter Award (chapter award)
Presidential Citation –Ned Schaut
Emerging Leader – Samantha Siders
NAHU DISTINCTIONS
Earned NAHU Gold Certification
Eight Leading Producer Round Table Qualifiers (LPRT):
Sam Cole - Lifetime Soaring Eagle
Brad Davis – Golden Eagle
David Fear, Jr. – Eagle
Cerrina Jensen – Golden Eagle
Sandy Lynn Goodell – Soaring Eagle
Samantha Siders – Golden Eagle
Ned Schaut – Eagle
Shannon Zajec – Soaring Eagle
Three Triple Crown Qualifiers, 2015
Shannon Zajec
David Fear, Jr.
Cerrina Jensen
CAHU AWARDS
Chapter of the Year

4. Year in Review: Annual Report, 2017 SPECIAL EVENTS
Sent 4 members to NAHU Annual Convention in Orlando, Florida in June 2017, where several additional members were in attendance.
Sent 2 members to CAHU Health Summit in Universal City, in September, 2016, where several additional members were in attendance.
Sent 2 board members to NAHU Region 8 Leadership Training in Orange County in August 2016.
Annual Crab Feed, February, 2017.
Annual Golf Tournament at The Ridge, May 2017.
Annual Awards Mixer, September, 2016.
Annual Business Development Expo, June 2017
Coffee Chat after Washington D.C. trip, March 2017
Hosted an all day local Leadership Training sessions for board of directors.
MEDIA & PUBLIC RELATIONS
Another dynamic media campaign with several hits in print (including interviews and quotes.)
Our followers on social media continue to expand, including Facebook, LinkedIn, and Twitter.

5. Year in Review: Annual Report, 2017 LEGISLATIVE AFFAIRS
NAHU Capitol Conference in Washington, DC (Feb, 2017)
11 SAHU Members attended
7 Legislator Meetings
CAHU Capitol Summit in Sacramento (May, 2017)
9 Member Meeting Team
13 Legislator Meetings
POLITICAL ACTION
In addition to individual member donations throughout the year, SAHU donated both to HUPAC (national) and CAHU PAC (state) in the amounts of $1,510 and $5,000.

6. Year in Review: Annual Report, 2017 COMMUNITY SERVICE
Toy Drive for River Oak Center for Children, we raised $500.
Food Drive for Sacramento Food Bank and Family Services, one hundred pounds of food was donated.
PROGRAMMING AND PROFESSIONAL DEVELOPMENT
Annual Awards Mixer in September 2016.
Annual Crab Feed in February 2017.
Ethics CE presentation including 3 credit hours in June 2017.
Annual Golf Tournament in May 2017.
Second Annual Business Development Expo in June 2017.
Monthly breakfast/lunch meetings with a variety of guest speakers.

7. Year in Review: Annual Report, 2017 CONTACT US
ADMINISTRATIVE ACHIEVEMENTS
Annual Member Needs Survey sent in March, 2017 with roughly a 25% response rate.
Published Weekly Bulletins and a midweek Special Events Alert, along with as needed unscheduled notifications.
SAHU saw an increase in new companies participating in the SAHU Partnership Program.
SAHU is proud to have a balanced budget, no debt, and a healthy reserve!
SAHU worked very hard to increase the membership! SAHU had 49 new members during this term!
CONTACT US
SAHU
P.O. BOX 3355
Citrus Heights, CA 95611
Facebook: SacramentoAHU
LinkedIn: SAHU
Twitter: SacramentoAHU