CYA360 Workshop Series

2017 CYA360 Workshop Series

Your Company Under Attack -Feb. 23rd

Exploring The Financial And Emotional Impact of Workplace Violence

Mansurs on the Boulevard, 7:30am-9:00am

Event Completed

401k Health Checkup- Mar. 23rd

Knowing The Vitals And How Your Company Retirement Plan Stacks Up

Mansurs on the Boulevard, 7:30am-9:00am

Event Completed

Beyond The Business- Apr. 27th

Your Options For A Successful Exit Strategy

Mansurs on the Boulevard, 7:30am-9:00am

Event Completed

Hazardous to Your Wealth-May 25th

How Health and Wealth Intersect in Your Long-Term Plan

Mansurs on the Boulevard, 7:30am-9:00am

Register Here


The CYA 360 Workshop Series addresses key threats to your business in the areas of workplace violence, cyber security, business succession, retirement plan fiduciary responsibility, politics and the economy, and your personal health and wealth.

Throughout the year, our assembled faculty of presenters will help you identify and develop strategies to navigate these risks to your business. Gain confidence and assurance that you are protecting your biggest asset.


February 23 , 7:30am-9:00am
Your Company Under Attack -Feb. 23rd
Exploring The Financial And Emotional Impact of Workplace Violence

With workplace violence attacks becoming more prevalent in the US, organizations need to be prepared for worst-case scenarios. Attacks in the workplace average three deaths and up to 12 injuries per attack, and lawsuits average $500,000 with jury awards averaging $3 million. Worse yet, the loss of friends and colleagues in the workplace is devastating…and any commercial setting is a potential target. Our impressive speakers for this event have protected U.S. Presidents and your communities. Now they want to share best practices on how you can protect your business from the unthinkable. Join us for this important workshop that explores the evolving nature of risk and workplace violence. Participants will leave with a better understanding and knowledge of how they can mitigate their risks, and safeguard their businesses.

Speakers include Peter Ochinko (U.S.Secret Service-retired), Greg Phares (Chief Criminal Deputy, East Feliciana Sheriff's Office), and Ross Henry (President, Henry Insurance Service, Inc.).

Mansurs on the Boulevard, 5720 Corporate Blvd A, Baton Rouge, LA 70808

March 23 , 7:30am-9:00am
401k Health Checkup- Mar. 23rd
Knowing The Vitals And How Your Company Retirement Plan Stacks Up

Could your company retirement plan pass a health checkup, or is it on life support? What defines the success of your company's 401k plan? Nationwide's Chuck Rolph has the answer. Chuck has over 40 years over experience in dealing with company retirement plans and employee benefits. His presentation will take look at what a successful plan looks like from all vantage points: the plan sponsor/fiduciary, the participant, the HR professional, and the advisor. Workshop participants will gain a better understanding of fiduciary roles and responsibilities; service provider and participant fee disclosures; how to review plan design; and what "successful retirement outcomes” mean in their plan.

Mansurs on the Boulevard, 5720 Corporate Blvd A, Baton Rouge, LA 70808

April 27 , 7:30am-9:00am
Beyond The Business- Apr. 27th
Your Options For A Successful Exit Strategy

You’ve built a successful business, but what lies down the road? Without a proper plan in place what is going to happen to the entity you’ve spent years putting together? Are you confident you’ll walk away in the best shape possible? Our guest speaker Camm Morton, Owner and Principal of VR Business Sales Mergers & Acquisitions will talk about key things to consider when putting together a business exit strategy. Camm is a Certified Exit Planning Advisor (CEPA) with years of experience in designing comprehensive exits plans.

Mansurs on the Boulevard, 5720 Corporate Blvd A, Baton Rouge, LA 70808

May 25 , 7:30am-9:00am
Hazardous to Your Wealth-May 25th
How Health and Wealth Intersect in Your Long-Term Plan

As a business person, it’s easy for you to figure out what you spend on healthcare each year. It’s also fairly easy to calculate a rate of return on your investments (ROI). But have you ever thought about putting those together and determining the financial impact of getting and staying healthy? Join Dr. Curtis Chastain, President of Our Lady of the Lake Physician Group, and Pete Bush, CFP, CEO of Horizon Wealth Management, as they explore the connection between health and wealth for entrepreneurs, business owners, executives and other professionals by linking the complementary goals and objectives of proactive concierge healthcare and holistic financial planning to arrive at a concept they have dubbed Return on Health (ROH).

Mansurs on the Boulevard, 5720 Corporate Blvd A, Baton Rouge, LA 70808



Camm Morton Owner, Principal VR Business Sales Mergers & Aquisitions photo

Camm Morton | Owner, Principal VR Business Sales Mergers & Aquisitions

Versatile. Passionate. Focused.With a reputation for integrity and success, Camm brings over 30 years of national market experience managing companies in commercial leasing, renovation, real estate development and property management. He has an established and exceptional record of noteworthy accomplishments, including bold, mixed-use projects, Traditional Neighborhood Developments (TNDs) and the high-profile, successful renovation of the historic Hilton Baton Rouge Capitol Center in downtown Baton Rouge, Louisiana. In addition to running his own company and a billion dollar NYSE-traded Real Estate Investment Trust (REIT), Camm has owned and successfully developed real estate in 29 states and Puerto Rico.

Possessing a dynamic combination of both leadership and entrepreneurial skills, Camm is also a Certified Exit Planning Advisor (CEPA)—representing an exclusive group of business advisors worldwide who have received this designation. Having sold four businesses of his own, he has the expertise to design comprehensive exit plans based on sound, financial practices and counsels clients on how to strategically prepare for and transition ownership of their business across a range of succession needs.

Born in Birmingham, Alabama, Camm was raised in New Orleans, Louisiana and Richmond, Virginia. He earned his bachelor’s degree in economics and psychology from Hampden-Sydney College where he played football and made two National Championship appearances. He holds a master’s of science in horticulture from the University of Florida and his M.B.A from East Carolina University.

Camm is a member and former chairman of the Louisiana Lieutenant Governor’s Louisiana Serve Commission and has volunteered in a range of capacities for numerous non-profit boards including Boy Scouts of America, Junior Achievement and The Baton Rouge Growth Coalition. He has “rung the bell”at the NYSE and appeared on national news outlets including CNN and CNBC as well as the ABC TV news program 20/20. Camm has received many honors over the years but his most cherished is his Boy Scouts of America “Silver Beaver” award.

Curtis Chastain, MD Our Lady of the Lake Executive Wellness photo

Curtis Chastain, MD | Our Lady of the Lake Executive Wellness

Dr. Curtis Chastain, a native of Baton Rouge received his undergraduate degree from Louisiana State University in 1983 after graduating from Catholic High School in 1979.He received his medical degree from Louisiana State University Medical Center in Shreveport in 1987. He subsequently completed his residency in internal medicine at Ochsner Foundation Hospital in New Orleans in 1990, and received his board certification from the American College of Physicians in Internal Medicine in September 1991, and achieved recertification in 2001, and again in 2011.

He is a Fellow of the American College of Physicians, and is member of the American College of Physician Executives.

Dr. Chastain is the Director of the Lake Men’s Health Center, a traditional primary care practice focused on medical care of the adult male.

He is also the Director of the OLOL Executive Wellness Program – a clinical program that offers a comprehensive clinical exam, full diagnostic testing and summary consultation for the busy Executive – all in one half day.

Dr. Chastain also serves as President of Our Lady of the Lake Physician Group – a multi-specialty group of over 300 physicians located in 19 unique offices throughout metro Baton Rouge and surrounding communities.

Greg Phares East Feliciana Sheriff's Office  photo

Greg Phares | East Feliciana Sheriff's Office

Greg Phares began his law enforcement career with the Baton Rouge Police Depart­ment as a Patrolman in 1972. After serving 19 years on the street as a robbery and homicide Detective as well as a member, and later Commander, of the Hostage Rescue Team, Phares was named Chief of Police in 1991. He led the Baton Rouge Police Department until his retire­ ment in 2001.The Department achieved national accreditation under his leadership.

From 2001-2003 Phares served as Lead Instructor for the U.S. State Department's Anti­ Terrorism Assistance Program (ATAP) Crisis Response Team course, training counter terrorist teams from over a dozen countries.

He joined the East Baton Rouge Sheriff's Office in 2003, initially commanding the Sher­ iff's Office's emergency services and firearms training. He was later named Chief Criminal Deputy and, upon the resignation of Sheriff Elmer Litchfield due to ill health in 2006, Phares was named Sheriff and served in that office until late 2007.

Phares joined the Louisiana Office of Inspector General in 2008 and served as an Investigative Supervisor and Chief Investigator.

He is currently Chief Criminal Deputy for the East Feliciana Sheriff's Office.

Phares has been a Police Firearms Instructor since 1981 and currently teaches firearms to law enforcement as well as private citizens.

Peter Ochinko United States Secret Service (ret.) photo

Peter Ochinko | United States Secret Service (ret.)

Mr. Ochinko spent over 20 years with the United States Secret Service, retiring in 2002 as the Protective Operations Special Agent assigned to the Miami Field Office. Responsibilities included coordinating all protective activities in the Miami district and the Caribbean along with providing support to the Presidential Protection Division and the Vice Presidential Protection Division globally. During his career, Mr. Ochinko was assigned to the White House, Baltimore Field Office, Miami Field Office, Counter Assault Team (Tactical Unit), Washington Field Office, Mobile Alabama Resident Office and the West Palm Beach Resident Office. His duties included investigation of crimes committed against the United States and providing protection for the President of the United States, Vice President of the United States, visiting Heads of State as well as conducting protective advances globally.

Upon retirement Mr. Ochinko accepted the position as Corporate Director of Security and Emergency Preparedness for Memorial Healthcare System based in Hollywood, Florida.

Responsibilities included overseeing all security and emergency preparedness operations for over 40 facilities including 6 hospitals and 10,000 employees. While at Memorial, Mr. Ochinko implemented what is recognized as one of the most comprehensive hospital security programs in the country and was the recipient of the 2005 Lindberg Bell Award presented by the International Association of Hospital Safety and Security for the excellence in the field.

Mr. Ochinko has provided security consulting, investigation, training and executive protection services to a wide variety of industries including Healthcare, Education, Maritime, Law Enforcement, Public Facilities, Petrochemical, Government and the Entertainment Industry.

He earned a Bachelors Degree in Sociology from Bloomsbury University in Pennsylvania.

Ross Henry, CIC, CHRS, President Henry Insurance Service photo

Ross Henry, CIC, CHRS, President | Henry Insurance Service

Mr. Henry began his career in insurance and risk management in 1996 when he joined Henry Insurance Service, Inc. as an account executive. He has broad industry experience across the spectrum of insurance and risk transfer options. He has served as president of The Independent Insurance Agents of Baton Rouge. Currently, he is a member of the board of directors of the Independent Insurance Agents and Brokers of Louisiana. This industry association represents agencies which have demonstrated a commitment to operating according to best practices . In 2006 he purchased the firm from his father and became sole owner. Henry Insurance Service has received numerous local and national accolades:

-2 time winner of the LSU 100 award, recognizing the top 100 fastest growing companies, worldwide, which are led by an LSU graduate.

- Safeco Premier Partner designation- This award recognizes independent agencies which consistently perform in the top 5% nationally when compared to the peer group.

-Liberty Mutual Premier Partner

-2016 Top 5 agencies in the state as designated by the LA Homebuilders Association.

Henry Insurance Service specializes in commercial and personal insurance coverage designed with each individual client in mind. As our society and culture have evolved the industry has met the changing demands with new products and risk transfer measures. One of the emerging risks today is the devastation brought about by workplace violence. The industry has responded with specific coverage designed to meet the needs brought about by the chaos of one of these tragic events.

Mr. Henry earned a Bachelors degree from LSU and earned the Certified Insurance Counselor designation from The National Alliance for Insurance Education and Research.

Chuck Rolph, JD, MSFS, CFP®, CPC, CPFA, TGPC Advanced Consulting Group of Nationwide photo

Chuck Rolph, JD, MSFS, CFP®, CPC, CPFA, TGPC | Advanced Consulting Group of Nationwide

Since 1977, Chuck has specialized in the strategic and tactical uses of qualified retirement plans, nonqualified deferred compensation arrangements, and employer-sponsored employee benefit plans to grow, protect, and tax-efficiently distribute retirement income. He works with financial advisors to: (i) prevent and solve problems; and (ii) capitalize on opportunities related to the employee benefit plans of their clients.

He holds a Juris Doctor (JD) degree from the University of Nebraska and a Master of Science in Financial Services (MSFS) degree from The American College. Chuck is a Certified Financial Planner® (CFP®) and regularly works with financial advisors on financial planning matters. Chuck is actively involved in the American Retirement Association and is a credentialed member of three of its subsidiary organizations: (i) the American Society of Pension Professionals and Actuaries (ASPPA), holding the Certified Pension Consultant (CPC) designation; (ii) the National Association of Plan Advisors (NAPA), holding the Certified Plan Fiduciary Advisor (CPFA) designation; and (iii) the National Tax-deferred Savings Association (NTSA), holding the Tax-Exempt and Governmental Plan Consultant (TGPC) designation.

During his 17 years as a private practice employee benefits attorney in Indianapolis, Chuck was recognized in the publication Best Lawyers in America from 2005 - 2010 and was rated A-V (Preeminent) by the lawyer rating firm of Martindale-Hubbell. Chuck also accumulated experience in the funding and administration of employee benefit plans while serving as Vice President of Advanced Sales and Pensions at Jefferson National Life Insurance Company in Indianapolis and as Vice President and General Counsel of The Nyhart Company, Inc., an actuarial and employee benefits consulting firm headquartered in Indianapolis.

Alex Glaser Phelps Dunbar photo

Alex Glaser | Phelps Dunbar

Alex Glaser practices in the area of employee benefits and executive compensation. His expertise includes the design, implementation and administration of tax-qualified and non-qualified plans and arrangements. He also drafts and amends employment agreements, non-competition agreements, severance agreements, equity compensation plans and deferred compensation arrangements.

Alex regularly advises clients on all aspects of compliance with Health Care Reform. In addition, he counsels both publicly traded and private companies on benefits and compensation issues resulting from merger and acquisition activity. He also has significant experience in representing companies during DOL and IRS investigations involving plan and benefits-related issues.

Alex has been certified by the Louisiana Board of Legal Specialization as a tax law specialist.


l Ongoing representation of trustees and employees of municipal retirement systems in connection with their fiduciary and administrative responsibilities.

l Represented governmental health care entity in connection with sale of assets, including winding down and disposition of governmental retirement plan.

l Advised clients regarding various aspects of deferred compensation, including drafting arrangements compliant with Code Sections 409A and 457.

l Advised municipality regarding legal and tax consequences related to implementation of secondary employment arrangement for public safety officers.

l Advised on benefits and executive compensation matters related to various corporate transactions, including representation of: (i) publicly-traded bank holding company in stock purchase of unrelated publicly-traded company; (ii) ESOP trustee in sale of ESOP-owned hospital to unrelated third party; and (iii) regional hospital in leasing arrangement.

l Represented plan sponsors in connection with IRS and DOL correction procedures, including correction of: (i) fiduciary breaches; (ii) failure to adopt timely qualification amendments; and (iii) various operational errors.

l Advised plan sponsors during DOL and IRS investigations into plan compliance and operation, including investigations regarding: (i) status of group medical plan as “grandfathered” under Health Care Reform; and (ii) failure of bankrupt client to remit contributions to 401(k) plan.



Phone: 225-612-3820

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