2017-2018 Issue 3

December 2017











the CALI Website


My Profile






Gold Sponsor

Silver Sponsor

Bronze Sponsors

Annual Sponsors

Research Electronics International (REI)

Sargeant Insurance Agency, LLC

Trackops, LLC

CALI Social Networks


CALI Board of Directors

Anne Fields

Robert Rice
Immediate Past President

David Williams
VP of Security Services

Maki Kudaka, CPI
VP of Administrative Services

Roberto Rivera, CPI
VP of Investigative Services

Chris Reynolds

Oleg Flaksman, CPI

John Proveaux
Director at Large

Bradley Pfanner
Director at Large

Jerry Packer
Executive Director

Chad Ragan
Central Coast Director

Juan Sigler
East Bay Director

Charles Jones
Golden Valley Director

Don Lewis
Inland Empire Director

Cary Cavalieri
South Bay-Long Beach Director

Ken Childs, CPI
Los Angeles Director

Anthony Hopkins, CPI
North Bay Director

Cynthia Cavalie-Gonzalez
Orange Director

Lee Wolfe
Redding Director

Frank Huntington, III, CPI
Sacramento Director

Rick Rivero, CPI
San Diego Director

Sean Walsh, CPI
San Francisco Director

Osiel Garza
San Joaquin South Director

Felipe Flores
San Jose Director

CALI District Governors

Ernie Romero
Centra Coast Governor

Tony Suggs
East Bay Governor

Amenoel Barfield
Golden Valley Governor

Don Lewis
Inland Empire Governor

Alfonso Lozano
Long Beach-South Bay Governor

Steve Collar
Los Angeles Governor

Mayra Mira
North Bay Governor

Cameron Jackson
Orange Governor

Edward Mussen
Redding Governor

Anna Stowe
Sacramento Governor

David Walker
San Diego Governor

Scott Filley, CPI
San Francisco Governor

Lance Davison
San Joaquin South Governor

Sandra Copas
San Jose Governor


Our goals remain as clear and strong as they were when CALI was formed in 1967:

To advance the professions of licensed investigators and security professionals;

To provide education and training to all licensed professionals; and

To articulate and advocate the needs and interests of the professions before legislative, administrative, and judicial branches of government.

Through quarterly conferences and seminars, publications, community programs, and advocacy on behalf of our profession, we honor our commitment to our colleagues and clients.


CALI established a Go Fund Me page to raise money for CALI members who suffered losses due to any of the California wildfires during the past few months. The CALI Board of Directors voted to establish this Go Fund Me page to allow people to funnel their contributions not only to assist victims of the recent fires but as a disaster fund for CALI member victims across the state. 

The CALI Go Fund Me page raised $7,615.00. I want to thank the members who made generous contributions to the Go Fund Me page. I appointed a Go Fund Me page committee to administered the donations and distribution of the funds. The committee members are CALI President Anne Fields, Anthony Hopkins, North Bay District Director, Scott Wilmore, Francie Koehler, Jim Zimmer and Cynthia Cavalie, Orange District Director.

On November 22, 2017, Anthony Hopkins, Scott Wilmore and Myra Mira met with Alisa Johnson for coffee. They gave her a check from the CALI Go Fund Me page. The committee had approved one distribution of $2500.00 to be given to CALI member Alisa Johnson before Thanksgiving. Alissa and her family lost their home and all of its contents during the recent wildfire. 

Alissa Johnson did not open the check while having coffee. She opened the check when she got home. She sent the following email that I wanted to share with the members:

The committee will be meeting before Christmas to make the final disbursements from the funds raised.

On November 16 & 17, 2017, CALI had a vendor booth at the Peace Officers Research Association of California (PORAC )Conference in San Diego, CA. V.P. of Administration Maki Kudaka and I helped staff the booth on Thursday, November 16th. The conference was well attended and many of the attendees visited our booth.

Cary Cavelieri and Frank Huntington staffed the booth both days. Mr. Cavelieri and Mr. Huntington did an outstanding job representing CALI and attempting to recruit new members. I cannot thank them enough for their work.

The next CALI NLITE will be held on February 24, 2018 in Santa Ana, Ca. If you know any newly licensed investigators please inform them of the upcoming NLITE. NLITE Chairperson Renee Cervo is working hard to update the curriculum. This will be the last NLITE in which David Queen, Esq. will be a speaker. A huge thank you to David Queen for all the time he has given to NLITE & CALI.

NLITE Registration 02.24.18! For more information, please click here.

My committee to plan CALI's 50th Anniversary Celebration has had one meeting to date to plan this event. This year the President's Banquet at CALI's annual conference will be CALI's 50th Anniversary Gala. It will not be the typical President's banquet. This will be an event you won't want to miss.

If you know former CALI members who have retired, are inactive or have left CALI please inform them of this upcoming event. Please forward their contact information to me. I hope to have many CALI members both past and present attend this special event.                     

The board will have a telephonic board meeting on December 9, 2017. The next in person board meeting will be in Sacramento in March 2018.

Please also take a moment to "Follow, friend, and like CALI." Doing so helps to promote the CALI brand. The more exposure for CALI can boost membership and offer more opportunities for all members.

Thank you for continuing to support your organization. CALI is here to help you and your business.

I wish each of you a happy holiday season.

Anne Fields, P.I.
CALI President

Save the date - CALI's 2018 Legislative Day - Monday, March 12, 2018

Please mark your calendars for CALI's Legislative Day, March 12, 2018!  On Legislative Day we gather in Sacramento and meet with our state representatives and/or their staff to present CALIs position on pending and/or future pertinent legislative issues. This day also helps to build and foster our relationships with legislators, and help our cause for future issues and concerns. If you have never attended Legislative Day, please consider it -- you will enjoy the experience.  Go to  http://www.cali-pi.org/legislative-day for more information about Legislative Day, or feel free to contact Leg Day Chair Frank Huntington at [email protected]

We look forward to seeing you in Sacramento!


Cameron Jackson Voted Best Private Investigator of 2017 by OC Weekly!

It's not just A-list Hollywood celebrities or ultra-wealthy individuals who call Orange County private investigator Cameron Jackson when they need help. Your average husband or wife who suspect their partner of engaging in extramarital affairs know Jackson is particularly skillful at discovering the truth, often producing supportive money-shot pictures from the shadows. Through his C. Jackson Investigations, he has conducted detailed opposition research on multiple dirty politicians throughout Southern California. In the past decade, criminal defense attorneys have hired the 2005 UC Irvine graduate, who once worked as a San Diego cop, to aid in winning at least seven federal and state court not-guilty verdicts for their clients. When a dirtbag man hoodwinked a Vietnamese woman into marriage, then disappeared, Jackson tracked him around the U.S. and across the globe, walking up to the dude as he sat in a small karaoke bar in a village 50 kilometers outside of Saigon.


The following are winners during a CALI drawing at the PORAC Conference!

1-Year Free Membership
Jennifer Diaz
Castaic, CA

Free 2018 Conference Registration
Norma Bautista
Redlands, CA


CALI attended a fundraiser event for State Senator Richard Pan.  Pictured, L-R, Kristen Hansen, Senator Pan, Frank W. Huntington III, Jean Kyles and Cheryl Henning. Along with other groups, the Senator Pan introduced CALI as supporters during his speech.

L/R: Anthony Hopkins, Alissa Johnson, Mayra Mira and Scott Willmore

American Red Cross

600 Parkcenter Drive
Room #208
Santa Ana, CA 92705

7:30 a.m. to 8:00 a.m. Check-in and Continental Breakfast
8:00 a.m. to 5:00 p.m. Program
12:00 p.m. Lunch

$50 - Newly Licensed within 2 years of event date

$75 - CALI Members
$125 - Nonmembers of CALI

A continental breakfast and light lunch are included with your registration fee. The registration fee is non-refundable.  Each attendee will receive the following:

          - NLITE Special CALI Membership price of $99.00 for the first year
          - CALI's logo padfolio
         - Certificate of Attendance

Newly Licensed Investigators Training & Education (NLITE) is an introductory course that is the foundation of CALI's Professional Development Program. The course covers the basics that every new licensee needs to know in order to begin a career as a Private Investigator in the State of California. NLITE provides an overview of the profession, the must haves when starting and operating a business, the laws that new PI's must be familiar with, ethical issues and professional responsibilities. Each attendee will leave with the practical knowledge and tools needed to be a successful Private Investigator and business owner.

NLITE is an introductory program for newly licensed investigators. We welcome all CALI members and nonmembers.

Click here for more information and to register!


By Charles Jones, Golden Valley District Director

This will be my first newsletter as District Director of the Golden Valley District. I was voted into my position since Brad Pfanner, who was the previous Director, was voted in as Director at Large. The special election was conducted and the membership voted me as their Director.

August 16, 2017, we had the pleasure of being joined by Gang Expert, Dr. Jesse De La Cruz.  Dr. De La Cruz is a gang expert with an edge over the other gang expert, as his experience started from within the Norteno street gang and Nuestra Familia prison gang.  For several years, Dr. De La Cruz has been testifying in gang-related cases throughout the United States.  Dr. De La Cruz also spoke about his book, "Detour: A Journey From Darkness To Light."  This meeting was well represented by CALI members and perspective CALI members.

At our November 9, 2017, meeting we had CalStar Unlimited; Ame Barfield & Matt Andrews, both our local members, present "Winning Strategies For AOE/COE Investigations." Matt is the Director of Operations at CalStar Unlimited and a seasoned insurance investigator who has been conducting and overseeing high-quality AOE/COE investigations since 2009.

Members learned about the purpose, scope, goals, and best practices of these investigations, as well as ways to elevate the quality of the work product in order to stand out in what has become a crowded field. This was a great learning opportunity for both seasoned insurance investigators and those considering a move into that specialty.  The non-insurance investigators who attended mentioned that it was educational speaker.

The chapter account is in good condition and has been profitable this year.  We are always recruiting and looking for new investigators to recruit for our chapter.

As we roll into 2018, our goal is to boost engagement within our district by encouraging members to come to meetings more regularly and recruiting new members from within the district. Our meetings have been profitable as of late, and we hope to continue that trend going into next year.


Sacramento District hosts a very successful Toy Drive!

Shout out to Sacramento Governor Anna Stowe who coordinated a very fun and successful district holiday party and toy drive.  The district collected more than 30 toys for donation to the Sacramento Children's home!  The event was attended by numerous CALI members and guests including from founding member Ray smothers to brand new member Larry Menard!  All in all, a great evening!


San Jose District 2017-2018 Calendar and Update
CALI eNews December 2017
Submitted by Sandra Copas, SJ District Governor

SJ District: Doing Business with People You Like!

People like to do business with people they like so that's our focus this year. Our district is putting an emphasis on innovative ways to educate ourselves and improve our businesses. We want our members to have fun while learning and working on a common goal. We've designed our district event calendar to incorporate team-building exercises that will improve our skill sets and ultimately grow our business.

With that in mind, we've added a little segment called "Quick Tips" to our meetings. This is a short segment in addition to our main topic where we share quick tips to make our lives easier. Tips like, where to find free web hosting and FTP sites, writing reports easily, personalized email address on the cheap, are just a few. If you have any quick tips, please send them to me and start compiling them for future meetings!

Another idea that I've been thinking of for a few months is to use the CALI eNewsletter as an alternate source of information and education until California Investigator Magazine finds a new format to start publishing again. When I was the Assistant Editor for CI Magazine, I was tasked to find articles for publication. Being published is a great way to be recognized as an expert in your field. According to the CALI newsletter guidelines, feature articles may be submitted for publication. If you have an idea for a short article that you feel is interesting or educational and would like to be published, please contact me and I'll include them in our district updates.

One other note. If you have any problems with CALI or investigative issues that you haven't been able to resolve on your own, please give me or Phil Flores, our District Director, a call. We're here to help. We'll do our best to answer your questions or find the person you need to talk with to resolve your issues. Some of the matters we've helped our members resolve included updating membership status or their CALI profiles, paying dues, and questions about the listserve.

But even with all our planning, our year hasn't gone as smoothly as they have in past. We had to cancel two events but we had a couple of great events and a couple more are coming up. Here's an update on our events. I'll be posting them on the CALI calendar and sending updates on each event so please keep your eyes peeled and follow us on our district's Facebook page:

We offer continuing professional education credits for all our meetings.

1/3/18: 1-3pm, Spaghetti Factory
1. Adult Protective Services
2. Backup plan: How to get rid of your landline bill but keep your desk phone and fax line, Sandy Copas
3. Vote on pledge/donations for Leg Day and Scholarship
4. Follow-up to the Annual Retreat
5. Quick Tip: Free ftp Secure File Transfers

We'll try again to have the APS meeting but in case they can someone to give the class, our backup plan is a demonstration on how to keep your desk phone but get rid of the bill. I've done this to all of our phones and it's working like a dream!

3/12/18 Don't forget Leg Day, Sacramento

1. ½-Day Surveillance Training, Oleg Flaksman
2. ½ Day Tentative Class: How to Build a Name and Sell Yourself and Your Business
3. Quick Tip: Paperless PI: Using Forms and the Cloud

Oleg Flaksman has graciously agreed to do his surveillance class in our area so for those of you who missed the CALI conference, here's your chance to attend his class at a fraction of the cost! He's also working on a new presentation on business marketing, unlike any marketing class you've ever heard of. Depending on his availability and progress, we may get lucky!

6/7/18 to 6/9/18 Don't forget the CALI Conference, Long Beach

6/20/18: Annual Retreat 2018-2019, Spaghetti Factory, 1-3pm
We'll consider doing a Murder Mystery Dinner and maybe do a Spy Game. We'll also vote on our Leg Day and Scholarship pledges.

7/25/18: Process Service or Counterfeit Investigations
Quick Tip: Search Engine Optimization

Annual Retreat: June 2017
We met at the Spaghetti Factory to outline our Calendar of Events for the 2017-18 term like we do every year. Great turnout! Thanks to everyone who shared their ideas and helped put our calendar together!

Escape Room: August 2017
Our first event was an escape room. Great fun! We were barred from working with friends and co-workers. The goal of this meeting was to learn and build new relationships with members that we haven't worked with before. Our local library hosted the event but I was skeptical about it being too easy for us since we find information and solve puzzles every day as private investigators.

So, I called the library and discussed this with them. They said it was geared for an audience with medium skills. Sounded great to me! Here's the kicker. Guess who was the last group to finish? Guess who didn't escape? Yep, it was our group! Apparently, when I called, the coordinator got a little worried that it would be too easy so she made the puzzles a little harder, just for us! In our defense, none of us had ever participated in an escape room before and we kind of over-analyzed all the puzzles. Hey, our job is to look at every possible scenario to find the truth and that's what we did. Maybe we could have toned it down a few notches but what's the point in that? We laughed, sweated bullets and had such a great time that I forgot to take pictures while we were trying to escape but I did get one at lunch after the event.

Bullets; BBQ: September 2017
At our annual Bullets; BBQ, we cranked up a notch or two. This year, we added a night of camping on Friday before the main event on Sat. The camping part didn't really work but the BBQ and shooting were, of course, fantastic! Sargent Insurance sponsored our event, Bryan Copas did our BBQ and Mark Leonardini and Phil Flores gave presentations to the 25-people attended. Among the attendees, we were fortunate to welcome Anne Fields, President, Anthony Hopkins, CPI Program/Education Chair, and Renee Cervo, ELITE/NLITE and Social Media Chair to our event. Thanks to those who helped make our event possible, those who attended and traveled such a great distance to make our event a success!



California Association of Licensed Investigators | 65 Enterprise  Aliso Viejo, CA 92656
P (949) 715-5401 | F (949) 715-6931 | W www.cali-pi.org | E [email protected]