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Leadership Lab Breakout Session
Sponsored by Broadspire

Compliance Under Pressure: Compliance Exposure in Undocumented Worker Cases

Date: TBD
Time: TBD
Location: TBD

Session Overview

Claims involving undocumented workers create compliance and operational challenges that many employers, carriers, and TPAs are not fully prepared to navigate. This session focuses on the workers’ compensation implications of these claims, including compensability considerations, wage documentation issues, Medicare reporting obligations, return-to-work barriers, fraud investigations, OSHA considerations, and the intersection of federal and state requirements.

Panelists will examine how claim handling decisions can unintentionally create additional exposure through inconsistent documentation, improper communication practices, reporting failures, delayed investigations, and misunderstanding of state-specific workers’ compensation protections. The discussion will provide practical guidance for leadership teams managing claims in industries with large contingent labor populations, including agriculture, warehousing, transportation, manufacturing, and cannabis-related operations. The goal is straightforward: help organizations identify compliance blind spots before they become litigation, audit, or reputational problems.

Learning Objectives

1. Understand how undocumented worker claims intersect with workers’ compensation statutes, employment practices, and federal reporting obligations
2. Identify common compliance gaps involving wage records, compensability investigations, Medicare reporting, and return-to-work coordination
3. Examine how state workers’ compensation laws may differ from federal employment and immigration frameworks
4. Explore operational strategies that improve documentation integrity, claim consistency, and defensible decision-making across employers, TPAs, and carriers

Speakers

Anthony Culpepper Esq

Partner

Employer Defense Group LLP

Anthony Navarro Culpepper Jr. is an accomplished attorney with a strong focus in workers’ compensation law. Anthony began his legal career as in-house counsel for Travelers Insurance. In 2016, he transitioned to a major defense firm, where his skill and commitment to excellence earned him promotions to Junior Partner in 2020 and Partner in 2021. Anthony is known for his thoughtful, client-centered approach, which emphasizes clear communication, strategic planning, and a deep understanding of each client’s unique objectives. Whether representing small businesses or large corporations, his ability to align legal strategy with client goals has made him a trusted advisor and advocate.

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Bree Wallace

EVP, SIG Administration

Breckpoint®

With more than 26 years of experience in Property & Casualty insurance, including 16 years dedicated to administering self-insured groups, Bree brings exceptional depth and perspective to Breckpoint. Her background spans underwriting, contract management, third-party administration, claims oversight, member services, risk management, and loss control, making her a trusted leader and strategic resource within the organization. She also brings a strong commitment to service, having served on numerous nonprofit boards and in multiple board officer roles, including her appointment as a Trustee of CA-SIG.

Beyond her professional work, Bree is the founder of Sisterhood Happy Hour (Shhh!), a community-driven platform designed to empower women through inclusive, intentionally curated networking experiences. These events create space for connection, shared stories, and mutual encouragement across industries and generations. At the center of Bree’s life is family, she is a proud mother of two adult sons, a devoted “Bibi” to two grandchildren, a grateful partner and dog mom, roles that ground her work and bring balance, joy, and purpose to everything she does.

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Rafael Gonzalez Esq

Partner

Cattie & Gonzalez, PLLC

Rafael is a partner in Cattie & Gonzalez. He is a nationally recognized Medicare and Medicaid secondary payer subject matter expert. He practices, speaks, writes, and teaches about MSP compliance in liability, no-fault, and work comp claims and litigated cases.

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Raul Juvera SHRM-CP

HR Director

Bandy Ranch Flora

Raul Juvera, SHRM‑CP, HRPA, is a People & Culture executive and workers’ compensation strategist with 15+ years of experience transforming high‑risk, multisite operations across California. He has reduced workplace injuries by 75%, lowered XMod from being on OSHA's radar to trusted compliance levels, and driven major reductions in workers’ compensation costs through data‑driven safety and leadership systems. Raul is a board member for San Diego Employers Advisors, speaker, and trusted advisor known for elevating safety culture, accountability, and organizational performance.

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Attendee Cancellation Policy

All cancellation requests from attendees must be submitted in writing to the Elevate Conference team. The following refund schedule applies:

90 Days or More Prior to the Conference

(On or before June 23, 2026)

A cancellation made 90 days or more prior to the event is eligible for a 50% refund (minus admin fees) of the total attendee fee. Alternatively, the attendee may choose to roll over 75% of the paid fees as a credit toward Elevate 2027.

Between 89 and 60 Days Prior to the Conference

(June 24 – July 23, 2026)

Cancellations received between 60–89 days prior to the event are not eligible for a refund. However, 50% of the paid amount may be applied as a one-time credit toward Elevate 2027.

Less Than 60 Days Prior to the Conference

(July 24, 2026 and after)

Cancellations received less than 60 days prior to the event are non-refundable. No credit or rollover will be offered due to the proximity to the event and expenses already incurred.

Substitutions

Attendees may transfer their registration to another representative within their organization or to another company at no cost. Substitutions must be submitted.

Event Cancellation by Organizer

If the organizer or Hotel Del Coronado cancels due to unforeseen issues (fire, pandemic, etc.), exhibitors and sponsors will receive a full refund (minus admin fees) or full rollover credit toward a future Elevate event.

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Thank you for your interest in Exhibiting or Sponsoring the Elevate Conference!

We are thrilled you are here. Elevate has grown into one of California’s most dynamic, relationship-driven conferences in the Workers’ Compensation and Risk Management community, and 2026 will be our biggest, most innovative year yet.

By completing the form below, you will be among the first to receive details on exhibit opportunities, sponsorship tiers, early-bird pricing, private event options, and all the new features coming to the 2026 Elevate Conference at the iconic Hotel del Coronado.

We look forward to learning more about your organization and exploring how we can create meaningful visibility, connection, and ROI for your brand at Elevate. Let’s build something unforgettable together!

Elevate 2025 wasn’t just a conference, it was a MOVEMENT. For three unforgettable days at the legendary Hotel del Coronado, leaders, innovators, and change-makers from across the workers’ compensation world came together with one mission: to redefine what this industry’s gatherings can be. And wow – we delivered. When preparation meets opportunity, magic happens.

Wednesday Night: The 3rd Annual Karaoke for a Cause roared back, benefiting Hazel’s Hands, founded by Dr. Tyrone Spears. Industry icons became rock stars. Together, we raised thousands for foster care and at-risk youth and had the time of our lives doing it!

Thursday Morning: Enter Coach Tyler Gillum, Head Coach of the world-famous Savannah Bananas. His keynote hit like lightning, daring us to embrace creativity, seize opportunities, and bet on ourselves. Just hours later, he and the Bananas brought that same energy to a SOLD-OUT Petco Park, proving that when you seize the moment, you can ignite not just a stadium, but an entire industry.

Thursday Afternoon: We made history with the very first Changemaker© Award Ceremony, presented by the Deconstructing Comp Podcast. This beautiful new tradition celebrates the leaders breaking barriers, driving progress, and inspiring true change in our industry.

Thank You, Sponsors & Exhibitors! Special appreciation to our Visionary Sponsor HUB International our Trailblazer Sponsor Agile Occupational Medicine. Your support is the heartbeat of this event, and this conference thrives because of you.

Cheers to the Education Committee! Led by Yvonne Guibert, with members Carlos Luna, Felicia Amenta, Sandy Avina, Stuart Colburn, Rafael Gonzalez, Hon Robert Rassp, Michelle Sebring, Joseph Sousa, Dawn Watkins, Scynthia Syfrett, and William Zachry – you created one of the most powerful lineups we have ever seen.

This past year proved that when opportunity knocks, we answer with energy, heart, and impact. This isn’t just about conferences. This is about championing the future of Work Comp, empowering leaders, and showing the NEXT GENERATION that our industry isn’t just IMPORTANT, it’s COOL!

Keep supporting one another, keep pushing boundaries, and keep Elevating! 

Why the Hotel Del Coronado is Worth It

We’re excited to welcome you to this year’s conference at the legendary Hotel Del Coronado—a significant step up in setting, style, and seaside charm. While the nightly rate is a bit higher than in years past, we want to share why this year’s experience is something truly special—and why the value is well worth it. We negotiated a fantastic rate for our attendees, including waiving the resort fee of $35 and reducing overnight self-parking to $30 per night.

Let's Compare:
Hotel Del Coronado 2025
Marriott Marquis 2024
Room Rate
$409
$279
Historic Fee
$15
N/A
Resort/Destination Fee
WAIVED ($35 savings) ✓
$25
Parking
$30
$45
Total Before Tax
$454
$349

What value do you receive for an additional $105 per night?

Location, location, location

Just steps from the magnificent Pacific Ocean, the Hotel Del Coronado offers breathtaking beach views, iconic sunsets, and historic architecture all in one place. Think beach walks with colleagues before and after sessions, morning coffee with an ocean breeze, and evenings under the stars with industry friends.

An iconic destination

Be among the first to experience the Del after a stunning $550M restoration spanning six years, including full revitalization of the hotel’s famed Victorian building and upgraded resort amenities.

A destination in itself

The Del offers a one-of-a-kind, resort-style experience where every detail—from the rooms to the grounds—feels like a retreat. Come early or stay late to unwind at the Del Spa and Salon, play a round of golf, or enjoy boating and other water activities in beautiful Glorietta Bay. New dining options on the property include Nobu Del Coronado and Veranda, along with several other fantastic spots: Serea, ENO Market & Pizzeria, Babcock & Story Bar, the Taco Shack, and Sundaes—home to gourmet gelato and hand-crafted paleta popsicles!

More than a conference—it's a memory

Just steps from the magnificent Pacific Ocean, the Hotel Del Coronado offers breathtaking beach views, iconic sunsets, and historic architecture all in one place. Think beach walks with colleagues before and after sessions, morning coffee with an ocean breeze, and evenings under the stars with industry friends.

Consider Sharing A Room

If the room price exceeds your company’s budget, consider sharing a room with a friend to make the experience more affordable and even more memorable.

It has been our dream to bring the ELEVATE® conference to this historic hotel, and we believe the Del’s iconic coastal setting reflects the quality of the program we’ve built—and expanded to two full days. We can’t wait for you to experience it with us.

Book your hotel room now!
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Stay Informed About Elevate 2026

Complete the form below to stay connected with event developments, early-bird registration opportunities, and program announcements.

Interested in Presenting at ELEVATE 2025?