Member Benefits

Accounting - CPA / Business Advisors


About Us:
Together, we can navigate a path to success
Our journey began in 1917 with pencil and paper. By embracing change and focusing on innovative ideas, we’ve grown along with our clients to become one of the top 25 accounting firms in the nation. Accounting is about numbers, but our business is about relationships.

We’ll be there for you every step of the way, from starting a business, a career, or a new initiative. Talented, down-to-earth people work at our firm, and we're inspired to deliver outstanding expertise and care. We’re driven to help you take on the now and the next with inspired ideas, solutions and results.
Benefit: OCMA members may take advantage of a complimentary consultation, managers’ education series and annual staff salary survey participation. New clients will receive a 10% discount off regular hourly rates for the first year; 5% in the second year.

Contact: Jay Wikum, CPA, CMPE, 714-505-9000,

Banking Services

MUFG Union Bank, N.A.

MUFG Union Bank, N.A., is a full-service bank with offices across the United States. We provide a wide spectrum of corporate, commercial, retail banking and wealth management solutions to meet the needs of customers. The bank also offers an extensive portfolio of value-added solutions for customers, including investment banking, personal trust, capital markets, global treasury management, transaction banking and other services. With assets of $116.9 billion, as of September 30, 2016, MUFG Union Bank has strong capital reserves, credit ratings and capital ratios relative to peer banks. MUFG Union Bank is a proud member of the Mitsubishi UFJ Financial Group (NYSE: MTU), one of the world’s largest financial organizations with total assets of approximately ¥293 trillion (JPY) or $2.9 trillion (USD)1, as of September 30, 2016.  The corporate headquarters (principal executive office) for MUFG Americas Holdings Corporation, which is the financial holding company and MUFG Union Bank, is in New York City.  The main banking office of MUFG Union Bank is in San Francisco.

1 Exchange rate of USD=¥101.12 (JPY) as of September 30, 2016

The Private Bank's Medical Specialty Group is focused on supporting the financial requirements of medical practices and physicians.  Your practice can benefit from the experience and knowledge of our relationship managers and the full suite of banking solutions that we offer.  Give us a call to discuss the extensive selection of depository products and services, as well as customized credit solutions we can offer you, your practice, and your employees.

Contact:  Laura Dang, Director, Private Wealth Advisor, 949-553-4307;


Collections and Billing Services (Medical)

Universal Financial Systems

Universal Financial Systems (UFS) is a Southern California based financial services company specializing in medical billing and collections, consumer and commercial collections, litigation and judgment collections, accounting services, and general business consulting. UFS excels in servicing all specialties and software platforms, EHR implementation and transition, and credentialing with all payers. Our billing and recovery efforts typically capture thousands of dollars in unprocessed or denied insurance claims as well as uncollected patient balances.

Benefit: OCMA members receive a complimentary Insurance & Patient Collection Performance Analysis ($300 value), as well as bundled pricing for billing and collection services.

Contact: George Christidis, 310-502-3580,

Community Partners


CalOptima is a county organized health system that provides publicly-funded health care coverage for low-income children, adults, seniors and people with disabilities in Orange County, California. CalOptima’s mission is to provide members with access to quality health care services delivered in a cost-effective and compassionate manner.  As Orange County's single largest health insurer, CalOptima covers nearly 800,000 members through four major programs:  Medi-Cal (California's Medicaid program), OneCare (HMO-SNP) and PACE (Program of All-Inclusive Care for the Elderly) and OneCare Connect MediConnect Plan (Medicare-Medicaid Plan).  We maintain a network of more than 7,000 primary care providers and specialists and contract with more than 30 acute and rehab hospitals.

Contact: Tiffany Kaalakamanu, Community Relations Manager, 1-657-235-6872



Mercer is a global consulting leader in talent, health, retirement, and investments. Mercer helps clients around the world advance the health, wealth, and performance of their most vital asset— their people. Mercer’s 20,500+ employees are based in more than 40 countries. Mercer is a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), a global team of professional services companies offering clients advice and solutions in the areas of risk, strategy, and human capital.

Benefit: Mercer provides "member only" insurance plans that offer discounted pricing and/or enhanced coverage including workers' compensation, medical, health savings accounts, 10- and 20-year group level term life, business owner's policy, employment practices liability, long-term disability and group dental with a $2,000 annual benefit.

Contact a Client Advisor: 800-842-3761

Investments / Financial Planning

Morgan Stanley

OCMA Investment Manager, Jim Moos is a Certified Financial Planner®, Certified Investment Management Analyst® and a Chartered Retirement Plans Specialist®. His areas of focus are: Financial Planning, Investments, Estate Planning and Retirement Planning.

Benefit: Complimentary financial planning review and discounts starting at 50% on investment advisory services for OCMA members.

Contact: Jim Moos, Senior Vice President, Financial Advisor 949-717-5484


IT Services


Irvine based information technology firm NetServe Systems, Inc. offers OCMA physician members a wide variety of quality IT products and services; each highly customizable and designed to help busy physicians protect their practices and the important medical data they store. NetServe’s healthcare practice area is structured to directly address the unique IT needs of doctors’ offices. Fixed monthly fees allow members to budget and plan ahead.

Benefit: OCMA members may receive complimentary network infrastructure consultations and discounted rates of up to 20% on a wide range of IT managed services solutions including a variety of managed service plans, network infrastructure design and implementation, IT roadmaps, network security solutions, CIO advisory services, data protection and security, and HIPAA compliance and certification.

Contact: Linda Duong, 949-752-6788

Legal Services

Carlson & Jayakumar LLP is a Newport Beach-based boutique law firm that represents medical practices, physicians, hospitals and other healthcare providers in healthcare law and employment litigation. 

Healthcare Law: Our attorneys are experienced in defending physicians against Medicare and insurance audits/overpayment demands; representing physicians before the California Medical Board; forming professional corporations and multi-specialty practices; getting restraining/protective orders to protect patients, physicians, employees, property, and business interests; structuring healthcare contracts to comply with anti-kickback laws; and HIPAA, Stark, and fraud-and-abuse counseling.

Employment Litigation: We also have broad knowledge and distinctive experience in employment-law-related issues specific to the healthcare industry. Our experience includes defending hospitals and medical groups in wage and hour, discrimination, retaliation, and harassment disputes; drafting employment agreements and employee handbooks; and wage-and-hour counseling and litigation.


Benefit: OCMA members will receive a complimentary initial consultation and discounted rates on certain flat-fee services.

Contacts: Keith W. Carlson ( or Jehan N. Jayakumar (, (949)222-2008 


The Cooperative of American Physicians, Inc.

The Cooperative of American Physicians, Inc. (CAP) understands the realities of running a medical practice as only a physician-governed organization can. Learn how CAP supports California’s finest physicians with medical professional liability protection, practice management resources, risk management support, and more.

California Medical Malpractice Protection

Contact: Learn more today. Call our Membership Development department at: 800-356-5672

Medical Malpractice Insurance

The Doctors Company, the nation’s largest and California’s leading physician-owned medical malpractice insurer, offers Orange County Medical Association members expert guidance, resources, and coverage. Benefits include a claims-free credit of up to 25%, free CME, and the Tribute® Plan career award. Coverage is also provided for cyber liability and regulatory action. These are just some of the ways The Doctors Company is taking the mal out of malpractice insurance.

The Doctors Company is part of the TDC Group, the nation’s largest physician-owned provider of insurance, risk management, and healthcare practice improvement solutions, serves the full continuum of care from individual physicians to academic medical systems—over 100,000 healthcare professionals and organizations nationwide—with annual revenue of $1 billion, and over $6 billion in assets.

To learn more about the exclusive benefits of The Doctors Company call Christine Skaggs at (310) 492-4796 or Get a Quote.

Physician Wellbeing Services


Nossaman is an innovative midsize law firm with more than 170 professionals and a 75 year foundation, with eight offices nationwide, including Orange County and Los Angeles.

Nossaman attorneys represent clients in the healthcare sector on a wide range of issues including, medical staff peer review proceedings, Medical Board of California licensing proceedings, writ proceedings, State and Federal Court civil litigation, and related appellate proceedings. We also specialize in the medical and legal challenges that Physician Well-Being Committees must overcome to become trusted, effective resources, able to assist physicians struggling with stress, substance abuse and disruptive behavior.


Contact: Tom Curtis, 949.477.7627

Practice Management Services

Argus Medical Management offers a full range of physician practice management services including billing, EMR, HIE, credentialing, purchasing discounts, contracting, staff administration (payroll, benefits, H.R.), accounting, regional manager oversight, PC support, marketing, and an integrated physician medical group model which "Gives physicians the independence of private practice with the economies of scale and negotiating leverage of a large group."

Benefit: OCMA members receive a 10% discount the first year and a 5% discount the second year on Argus services. Members that join the integrated medical group model receive free OCMA membership. OCMA members are entitled to free membership in GroupSource (a group purchasing organization).

Contact: Peachy Paulino, Executive Director, 562-299-5252,;

Real Estate (Commercial)

CARR Healthcare Realty is the nation’s leading provider of commercial real estate services for healthcare tenants and buyers. Hundreds of practices trust CARR every year with their real estate decisions. We are experts at helping practices maximize their profitability through real estate; while also leveling the playing field against landlords and sellers.  Our services include start-ups, lease renewals, expansions, relocations, additional offices, building purchases and practice acquisitions.

At CARR we only represent healthcare tenants and buyers.   We never represent landlords or sellers which allows us to avoid conflicts of interest commonly presented by listing companies.  Our commitment to representing only healthcare tenants and buyers allows us to advocate for our clients’ specific needs and save them a substantial amount of time and money, while avoiding costly pitfalls and gaining peace of mind.

These services are always free to clients. In both residential and commercial real estate, the industry standard is for landlords and sellers to pay commissions to both their agent as well as the buyer’s or tenant’s agent. Commissions are being paid out regardless, so it is in the best interest of the doctor to put that money to good use and have their own representation.

BENEFIT:  About 80% of healthcare professionals are paying above market rents so whether your lease expires next month or in 7 years, CHR will help determine a plan of action. We will monitor your lease renewal date to help prevent you from being at a disadvantage in your next renewal negotiation.  As a benefit to OCMA members, Carr Healthcare Realty will review your current lease at no cost providing market evaluation, lease analysis, purchase vs lease evaluation, and negotiation strategies.  This vital information is key to managing the 2nd highest expense in any medical practice and making key decisions that have a direct impact on profitability.

Contact:   Sandy Johnson, Agent | Orange County, 310.897.3330,, DRE #02155075


CMA Member Benefits

Click to see a list of additional services and discounts offered by the CMA.