California Dental Association

• Partner with the Director of Educational Programs and key stakeholders to research, forecast, and define future education products aligned with member needs, strategic initiatives, and revenue goals. • Design and deliver instructionally sound learning journeys, courses, and programs using established methodologies (e.g., ADDIE, Agile) across virtual, in-person, and blended formats. • Analyze LMS data and key performance indicators; develop dashboards and reports to assess program effectiveness and inform process and quality improvements. • Collaborate closely with events operations and logistical leads before, during, and after programs to ensure high-quality learning experiences for CDA audiences.

Senior Financial Analyst – FP&A Pay Information:  Exempt - $110,000 - $125,000 per year  Location:  Sacramento, CA Remote first work environment with occasional in office meetings.    Job Description The Senior Financial Analyst – FP&A is a strategic finance partner to a complex, multi-faceted family of companies and collaborates directly with all levels of management to perform operational and benchmark analyses, build and interpret key financial metrics, forecast operating results, and support critical strategic and operating decisions.   The ideal candidate is a problem solver who possesses a strong understanding of financial modeling, is inquisitive, tenacious and collaborative, and has a passion for translating complex data into actionable business strategies. Universal Competencies:  - Collaboration: Proactively engages with an iterative mindset to enhance ideas and achieve organizational results; Cultivates relationships, builds partnerships, shares and learns without boundaries.     - Service: Focusing on meeting needs and exceeding expectations for those served inside and outside the organization.    - Respect: Embracing others for their true authentic self; nurture and promote an environment that values diversity of thought, input, experience and expertise.   Role Specific Competencies:   - Problem Solving: Applies analysis, creativity, resilience and logic to reach optimal outcomes; develops and implements solutions.  - Approachability: Is consistently approachable, open to feedback and truthful; builds trust and authentic professional relationships.  - Resourcefulness: Uses creativity, ingenuity and insight to tackle issues and provide fresh solutions    How the Senior Financial Analyst contributes:   - Develops deep understanding of the business issue and utilize technical skill with data analysis, modeling, analytics, and general reporting to deliver insight to management that enables data-backed decision support.   - Collaborates with cross-functional teams to gather insights, support decision-making, and drive financial best practices across the organization.  - Builds financial models using MS Excel and/or augmented by business planning software for forecasting, scenario and sensitivity analysis, and other purposes to support strategic decision-making across the organization.    - Prepares and presents clear and concise financial reports to senior management through the development of dashboards, balanced scorecards and key performance indicator reports, offering insights into financial trends and opportunities for improvement   - Actively works to take advantage of available software and technology features.   - Pursues and advises regarding potential functionality enhancements to the business intelligence and budget software modules.   - Leads the enhancement processes and procedures by driving innovation to optimize process workflow throughout the department.   - Works independently and as a team member. Minimum Qualifications:  - Bachelor’s degree (B.A.), preferably in Finance or Accounting    - Minimum of four years Finance or Accounting experience.   - Strong proficiency in financial modeling and data analysis, with advanced skills in Microsoft Excel.   - Effectively obtain and manipulate data and administer reporting from enterprise systems, such as general ledger, budgeting/planning, business intelligence, or operational platforms.    - Demonstrated ability to analyze data and make informed recommendations.   - Demonstrated ability to communicate complex information effectively to both technical and non-technical audiences across the organization.   Preferred Qualifications:   - Excels at forward-facing interactions and developing key relationships across all levels within the organization.   - Experienced use of data visualization tools, such as Tableau or Microsoft Power BI. - Ability to design and deploy end-to-end automated workflows. - Technically-independent leveraging SQL, financial modeling tools, and ERP systems. - MBA or CPA a plus.   - Strong organizational, problem-solving and analytical skills.   - Excellent written and oral communication skills.   - Attentive to detail and accuracy. - Commitment to excellence and high standards.   - Ability to manage priorities and workflow with minimal supervision.   - Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.   - Ability to work with and present results to all levels of management.   - Ability to work independently and as a member of various teams and committees.   Working Conditions:  Occasionally (1-33%) Frequently (34-66%) Constantly (67-100%)  - Constantly reviewing and analyzing data on a computer screen and physical documents.   - Frequently maintains a stationary position.   Who we are:   The California Dental Association is a membership organization that represents 27,000 of the state’s best and brightest dental professionals and champions the oral health of the communities they serve. As the largest state dental association in the U.S., CDA delivers remarkable advocacy initiatives, fierce protection, innovative education and expert guidance to our members. Founded in 1870, CDA has innovated and grown into a family of companies that includes the association, The Dentists Insurance Company (TDIC), TDIC Insurance Solutions, Rotunda Partners and the CDA Foundation.  The largest of our subsidiaries, TDIC, is an insurance company founded in 1980 by a small group of California Dental Association members in response to skyrocketing malpractice premiums that impacted dentists’ ability to practice productively and patients’ ability to access care. Since that time, we’ve grown to protect 24,000+ policyholders across 15 states with a comprehensive suite of dentist-centric insurance products and risk management tools. With this singular focus and the unparallelled expertise of people who understand dentistry, we’ve earned the trust of our community. Collectively, we’re a mission-driven organization that’s here to empower our members and support their practices, dental teams, profession and patients. By making today easier and tomorrow better for dentists, our employees make a meaningful and direct impact on the health of others. At CDA we seek out, welcome and invest in talented individuals across unique specialties and prioritize diversity in our hiring practices. We know our employees are integral to our success, and we value their individual talents while encouraging a collaborative, inclusive, respectful and forward-thinking culture. We’re proud to be recognized as a Best Place to Work for factors like our people practices, work environment and trust in senior leaders. CDA’s finance department is a high-performing and service-oriented team of professionals who support all of CDA’s companies. We manage the financial health and integrity of $500 million in invested assets and $150 million in annual revenues. We value continuous improvement, a commitment to getting it right, and a growth mindset. Our team members have the opportunity to contribute to high-value projects and grow in their careers. If you’re excited to share your talents at a dynamic organization that’s leading the way in oral health, we invite you to apply to join us.    Company Benefits:   At CDA, we offer a robust benefits package that enhances overall employee well-being and provides options to meet the needs of our diverse workforce. We listen to our employees on matters of wellness and devote time and resources to continuously evaluate our benefits to ensure we can best support their work-life goals.   - Remote and hybrid flexibility and technology to support remote work  - Generous time off program starting at 22 days of PTO and13 paid holidays (includes a floating holiday and winter closure)  - Highly competitive medical, dental and vision plans, including FSA and HSA account options   - 401(k) plans, with a generous match and safe harbor contributions upon eligibility  - Paid parental leave  - Wellness programs, including incentives and an In-Shape Family Fitness discount   - Opportunities for professional development, training and leadership skill-building   - Critical illness, accident, life, pet, short term and long-term disability insurance options  - Employee Assistance Program (EAP) for support navigating day-to-day challenges  We Are CDA Over our 150-year history, the California Dental Association (CDA) has become a leader in oral health throughout California and the country. Today, we continue to support our community of over 27,000 dentists through our family of companies, which include The Dentists Insurance Company (TDIC), TDIC Insurance Solutions, Rotunda Partners and the CDA Foundation. At CDA, we value individual talents, encouraging a diverse, collaborative, and innovative work environment fueled by new ideas. As our organization continues to grow, we invite you to be a part of what’s next. CDA is an equal opportunity employer and is committed to the principle of equal employment opportunity for all employees and providing a safe work environment. CDA does not tolerate discrimination or harassment and all employment decisions are based on job requirements and individual qualifications, without regard to race, color, religion, national origin, age, gender, gender identity or expression, sex, ancestry, citizenship status, mental or physical disability, genetic information, sexual orientation, veteran or military status. If you have a disability or special need that requires accommodation, please contact us at humanresources@cda.org. To see our privacy policy, go to www.cda.org/Home/About/Careers-at-CDA/Apply

Job Title: Learning & Development Manager Pay Information: $99,000 - $123,800 Location: Remote first work environment with occasional travel and in office meetings. Who we are: The California Dental Association is a membership organization that represents 27,000 of the state’s best and brightest dental professionals and champions the oral health of the communities they serve. As the largest state dental association in the U.S., CDA delivers remarkable advocacy initiatives, fierce protection, innovative education and expert guidance to our members. Founded in 1870, CDA has innovated and grown into a family of companies that includes the association, The Dentists Insurance Company (TDIC), TDIC Insurance Solutions, Rotunda Partners and the CDA Foundation. We’re a mission-driven organization that’s here to empower our members and support their practices, dental teams, profession and patients. By making today easier and tomorrow better for dentists, our employees make a meaningful and direct impact on the health of others. At CDA we seek out, welcome and invest in talented individuals across unique specialties and prioritize diversity in our hiring practices. We know our employees are integral to our success, and we value their individual talents while encouraging a collaborative, inclusive, respectful and forward-thinking culture. We’re proud to be recognized as a Best Place to Work for factors like our people practices, work environment and trust in senior leaders. If you’re excited to share your talents at a dynamic organization that’s leading the way in oral health, we invite you to apply to join us. Company Benefits: At CDA, we offer a robust benefits package that enhances overall employee well-being and provides options to meet the needs of our diverse workforce. We listen to our employees on matters of wellness and devote time and resources to continuously evaluate our benefits to ensure we can best support their work-life goals. - Remote and hybrid flexibility and technology to support remote work - Generous time off program starting at 22 days of PTO and13 paid holidays (includes a floating holiday and winter closure) - Highly competitive medical, dental and vision plans, including FSA and HSA account options - 401(k) plans, with a generous match and safe harbor contributions upon eligibility - Paid parental leave - Wellness programs, including incentives and an In-Shape Family Fitness discount - Opportunities for professional development, training and leadership skill-building - Critical illness, accident, life, pet, short term and long-term disability insurance options - Employee Assistance Program (EAP) for support navigating day-to-day challenges Universal Competencies: - Collaboration: Proactively engages with an iterative mindset to enhance ideas and achieve organizational results; Cultivates relationships, builds partnerships, shares and learns without boundaries. - Service: Focusing on meeting needs and exceeding expectations for those served inside and outside the organization. - Respect: Embracing others for their true authentic self; nurture and promote an environment that values diversity of thought, input, experience and expertise. Role Specific Competencies: - Critical Thinking (Decision Making): Decides with intention, reflection and reason while maintaining a big-picture mindset; clarifies purpose, evaluates alternatives and analyzes risks. - Interpersonal Skills (Influence): Inspires action to achieve organizational goals and desired outcomes; demonstrates expertise and earns respect; socializes ideas and brings others along. - Innovation Skills (Embraces Change): Contributes to an environment that promotes and enables transformation; pursues new and better ways of working. How the L&D Manager contributes: - Develop, maintain, and manage education strategy, roadmaps, and project plans to ensure initiatives are delivered on time, on budget, and within scope. - Lead and support internal education workgroups, facilitating cross-functional collaboration, data review, and decision-making to inform program development and prioritization. - Collaborate with the Market Insights team to analyze industry trends, member data, and research findings to inform program proposals and product strategy. - Design and deliver instructionally sound learning journeys, courses, and programs using established methodologies (e.g., ADDIE, Agile) across virtual, in-person, and blended formats. - Partner with internal and external subject matter experts to define learning outcomes, identify relevant content, and develop comprehensive curricula that support organizational goals. - Conduct program evaluations, analyze performance data, and provide recommendations for continuous improvement and future development. - Lead and support stakeholders in the development of the annual webinar and online learning calendar. - Partner with stakeholders to plan, produce, and deliver high-quality virtual learning programs. - Collaborate with the Director of Educational Programs and LMS Operations Lead to enhance online learning strategy, content, and learner experience. - Analyze LMS data and key performance indicators; develop dashboards and reports to assess program effectiveness and inform process and quality improvements. - Develop and maintain learner-facing resources, technical documentation, policies, procedures, and playbooks related education and events. Minimum Qualifications: - Bachelor's degree in English, Organizational Development, Communications, or related experience - 10+ years of demonstrated experience in a learning or instructional design capacity - Technical proficiency in course authoring tools such as Articulate 360 (Storyline and RISE), Adobe Creative Suite (Photoshop and Illustrator), Camtasia, etc. - Technical skills in virtual training platform and live training session delivery, such as Webex, Zoom, and Teams Preferred Qualifications: - Extensive knowledge of Instructional Design methodologies and learning principles - Demonstrated experience building eLearning strategy and implementing content to further goals and initiatives on behalf of business partners - Experience supporting and producing virtual events and programs in sales and marketing of live and virtual events/tradeshows and/or online learning - Experience with project management and collaboration tools (Basecamp, Sharepoint, JIRA, etc) We Are CDA Over our 150-year history, the California Dental Association (CDA) has become a leader in oral health throughout California and the country. Today, we continue to support our community of over 27,000 dentists through our family of companies, which include The Dentists Insurance Company (TDIC), TDIC Insurance Solutions, Rotunda Partners and the CDA Foundation. At CDA, we value individual talents, encouraging a diverse, collaborative, and innovative work environment fueled by new ideas. As our organization continues to grow, we invite you to be a part of what’s next. CDA is an equal opportunity employer and is committed to the principle of equal employment opportunity for all employees and providing a safe work environment. CDA does not tolerate discrimination or harassment and all employment decisions are based on job requirements and individual qualifications, without regard to race, color, religion, national origin, age, gender, gender identity or expression, sex, ancestry, citizenship status, mental or physical disability, genetic information, sexual orientation, veteran or military status. If you have a disability or special need that requires accommodation, please contact us at humanresources@cda.org. To see our privacy policy, go to www.cda.org/Home/About/Careers-at-CDA/Apply

Who we are: The California Dental Association is a membership organization that represents 27,000 of the state’s best and brightest dental professionals and champions the oral health of the communities they serve. As the largest state dental association in the U.S., CDA delivers remarkable advocacy initiatives, fierce protection, innovative education and expert guidance to our members. Founded in 1870, CDA has innovated and grown into a family of companies that includes the association, The Dentists Insurance Company (TDIC), TDIC Insurance Solutions, Rotunda Partners and the CDA Foundation. We’re a mission-driven organization that’s here to empower our members and support their practices, dental teams, profession and patients. By making today easier and tomorrow better for dentists, our employees make a meaningful and direct impact on the health of others. At CDA we seek out, welcome and invest in talented individuals across unique specialties and prioritize diversity in our hiring practices. We know our employees are integral to our success, and we value their individual talents while encouraging a collaborative, inclusive, respectful and forward-thinking culture. We’re proud to be recognized as a Best Place to Work for factors like our people practices, work environment and trust in senior leaders. If you’re excited to share your talents at a dynamic organization that’s leading the way in oral health, we invite you to apply to join us. Job Overview: The Chief Legal Officer (CLO) is the senior legal executive for the enterprise and a key strategic partner to the CDA Executive Director, executive management team, and all departments, boards, councils and committees. The CLO leads a shared services legal department providing comprehensive legal, governance, compliance, internal audit and risk management support for the California Dental Association (CDA), The Dentists Insurance Company (TDIC), TDIC Insurance Solutions (TDICIS), the CDA Foundation and Rotunda Partners, LLC. The CLO works in a dynamic environment and excels at navigating complex and wide-ranging legal and business matters. The CLO also serves as the Chief Compliance Officer and directly oversees the governance department and the Council on Professionalism and Mediation. The CLO ensures that legal operations are efficient, responsive, and aligned with the organization’s mission to support the dental profession and the oral health of the public. The CLO is a member of the Executive Team. Executive Team members share responsibility for driving enterprise-wide strategy, shaping organizational culture, and leading with courage and clarity. Executives are expected to model our universal competencies of collaboration, service, and respect, build strong partnerships, champion inclusivity, and ensure focus on member and policyholder needs. Executives set clear strategic direction, inspire action and commitment, and empower high performing teams. Their decisions and behaviors consistently reflect our mission, vision and values, demonstrate our people-first culture and reinforce our keen focus on our members, policy holders and the communities they serve.  Essential Functions – must be able to perform with or without a reasonable accommodation: Legal Strategy & Leadership - Serve as chief legal advisor to boards of directors, executive leadership, and senior management. - Develop and execute legal strategies that support the enterprise’s business goals and manage legal risk, including opportunities to grow the business. - Communicate complex legal issues through both prepared and extemporaneous presentations, translating technical concepts into clear, practical terms and guidance for diverse audiences. - Lead, mentor, and manage the shared services legal department, ensuring high-quality, timely, cost-effective legal support. - Oversee enterprise-wide contract review process. - Manage litigation, administrative actions, and regulatory inquiries across the enterprise, including engagement and management of outside counsel as needed. - Support CDA’s public policy and advocacy work by providing legal strategy and analysis on proposed legislation, regulations and litigation. - Oversee CDA’s Council on Professionalism and Mediation, including an alternative dispute resolution program for CDA members, and the member Code of Ethics. - Oversee legal operations, budgeting, and engagement of outside counsel. Corporate Governance - Provide guidance on governance-related matters to the boards of all entities, as well as CDA councils, committees and the House of Delegates. - Ensure compliance with for-profit and non-profit corporation laws, insurance regulations, and real estate requirements. - Draft, review, and maintain corporate governance documents (e.g., articles of incorporation, bylaws, general operating principles, board policies, charters, and minutes). - Manage process for identification and handling of conflicts of interest for management and volunteer leadership. - Partner with the Chief People Officer on board education and ensure adherence to fiduciary duties and governance best practices. Regulatory & Compliance Oversight - Serve as Chief Compliance Officer, overseeing compliance programs, policies, training, reporting, and enforcement. - Ensure compliance with laws and regulations affecting each entity, including: - Multi-state insurance regulatory requirements for TDIC and TDICIS - Nonprofit compliance, charitable solicitation rules, and IRS regulations for the association and the foundation - Real estate management law, lease requirements, and property operations - Labor & employment laws, data privacy regulations, and state/federal statutory requirements - Oversee the Special Investigations Unit and internal audit function for TDIC. - Collaborate with finance and insurance operations to ensure timely regulatory filings, license renewals, and compliance audits. - Oversee management and protection of all trademarks and copyrights for the enterprise. - Ensures enterprise-wide compliance with antitrust laws. Risk Management - Identify and mitigate legal, financial, reputational, and operational risks across the enterprise. - Collaborate with the Chief Financial Officer on corporate insurance programs, claims management, and enterprise risk processes. - Advise on risk prevention strategies, internal controls, and policy development. Employment & HR Legal Support - Advise on employment law matters, including multi-state employment compliance, wage & hour issues, investigations, accommodations, and employee relations. - Partner with HR on policy development, training, and dispute resolution. Non-Essential Functions - Performs other duties as assigned. Qualifications: Required: - Juris Doctor from an accredited law school. - Active State Bar of California license or eligibility for immediate in-house counsel registration. - 10+ years of progressively responsible legal experience, including 5+ years in a senior leadership role. - Experience advising boards of directors or similar governance bodies. - Experience with nonprofit organizations, regulated industries, or multi-entity environments. - Demonstrated ability to develop legal strategy and contribute to executive decision making. - Proven experience leading and developing high performing teams. Preferred: - Experience with: - Professional or trade associations - Corporate governance (for profit and non-profit) - Insurance regulatory compliance (property & casualty and professional liability) - Knox-Keene Act and/or the Department of Managed Health Care - Commercial real estate and leasing - Employment law - Enterprise risk management - Intellectual property (trademarks, copyrights) Working Conditions: Occasionally (1-33%) - Frequently (34-66%) - Constantly (67-100%) - While CDA is a remote-first work environment, this role is required to be within driving distance to the Sacramento office. - Remote-first work environment - The organization supports employees working primarily from remote locations. - This position requires in‑person attendance for meetings at least twice per month. Additional travel may be needed for key business activities such as team offsites, board meetings, annual meetings and enterprise‑wide events. - Constantly reviewing and analyzing data on a computer screen and physical documents. - Frequently maintains a stationary position. - Occasionally moves around the office to access file cabinets, office machinery, etc. - Occasionally travels within and outside the state of CA, as needed. Company Benefits: At CDA, we offer a robust benefits package that enhances overall employee well-being and provides options to meet the needs of our diverse workforce. We listen to our employees on matters of wellness and devote time and resources to continuously evaluate our benefits to ensure we can best support their work-life goals. - Remote and hybrid flexibility and technology to support remote work - Generous time off program with executives starting at 27 days of PTO and 13 paid holidays (includes a floating holiday and winter closure) - Highly competitive medical, dental and vision plans, including FSA and HSA account options - 401(k) plans, with a generous match and safe harbor contributions upon eligibility - Paid parental leave - Wellness programs, including incentives and an In-Shape Family Fitness discount - Opportunities for professional development, training and leadership skill-building - Critical illness, accident, life, pet, short term and long-term disability insurance options - Employee Assistance Program (EAP) for support navigating day-to-day challenges Pay Information:Executive - $325,000 - $391,000 Incentive Bonus Opportunity We Are CDA Over our 150-year history, the California Dental Association (CDA) has become a leader in oral health throughout California and the country. Today, we continue to support our community of over 27,000 dentists through our family of companies, which include The Dentists Insurance Company (TDIC), TDIC Insurance Solutions, Rotunda Partners and the CDA Foundation. At CDA, we value individual talents, encouraging a diverse, collaborative, and innovative work environment fueled by new ideas. As our organization continues to grow, we invite you to be a part of what’s next. CDA is an equal opportunity employer and is committed to the principle of equal employment opportunity for all employees and providing a safe work environment. CDA does not tolerate discrimination or harassment and all employment decisions are based on job requirements and individual qualifications, without regard to race, color, religion, national origin, age, gender, gender identity or expression, sex, ancestry, citizenship status, mental or physical disability, genetic information, sexual orientation, veteran or military status. If you have a disability or special need that requires accommodation, please contact us at humanresources@cda.org. To see our privacy policy, go to www.cda.org/Home/About/Careers-at-CDA/Apply

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role involves providing risk management support and advice to members of the sponsoring dental associations. - Advisor/liaison for risk management calls from TDIC sponsoring association members. - Researches risk management issues involving analysis of claims data, industry trends, regulatory, statutory and legal developments. - Collaborates with team to identify article topics for addressing risk management issues for dental publications. - Researches and develops self-study courses and seminars, presentations, products and services specific to identified coverage needs. - Presents live, in-person risk management seminars to educate members and dental students. - Participates in Risk Assist Program to provide targeted risk management assistance. Qualifications - High School diploma or GED required. - Minimum of 2 years’ risk management, dental office, or other similar business experience. - Knowledge of insurance, dentistry, and/or healthcare risk management. - Ability to effectively partner with clients and customers to answer questions and problem solve. - Demonstrated public speaking skills, including the ability to develop and deliver live presentations. - Demonstrated technical writing skills. - Ability to work well independently and within a team environment. - Ability to manage multiple projects. - Proficient computer skills, including Excel, Word, and PowerPoint. Requirements - Bachelor’s degree in business or related field recommended or equivalent experience. - Risk management experience. - Front and/or back dental office experience. - RDA or RDH license. - Public speaking experience. Benefits - Remote and hybrid flexibility and technology to support remote work. - Generous time off program starting at 22 days of PTO and 13 paid holidays. - Highly competitive medical, dental and vision plans, including FSA and HSA account options. - 401(k) plans, with a generous match and safe harbor contributions upon eligibility. - Paid parental leave. - Wellness programs, including incentives and an In-Shape Family Fitness discount. - Opportunities for professional development, training and leadership skill-building. - Critical illness, accident, life, pet, short term and long-term disability insurance options. - Employee Assistance Program (EAP) for support navigating day-to-day challenges. Company Description We are The Dentist Insurance Company (TDIC), dedicated to protecting dentists with a comprehensive suite of insurance products and risk management tools. - Founded in 1980 by California Dental Association members. - Protects over 24,000 policyholders across 15 states. - Rated A (Excellent) by AM Best for financial stability for 28 consecutive years. - Endorsed by nine dental associations.