Shinshuri v. Cal. Physicians' Service CA3

CourtCalifornia Court of Appeal
DecidedApril 13, 2023
DocketC091101
StatusUnpublished

This text of Shinshuri v. Cal. Physicians' Service CA3 (Shinshuri v. Cal. Physicians' Service CA3) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Shinshuri v. Cal. Physicians' Service CA3, (Cal. Ct. App. 2023).

Opinion

Filed 4/13/23 Shinshuri v. Cal. Physicians’ Service CA3 NOT TO BE PUBLISHED California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or ordered published, except as specified by rule 8.1115(b). This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA THIRD APPELLATE DISTRICT (Sacramento) ----

TAMMÉ SHINSHURI, C091101

Plaintiff and Appellant, (Super. Ct. No. 34-2018- 00230569-CU-WT-GDS) v.

CALIFORNIA PHYSICIANS’ SERVICE,

Defendant and Respondent.

Plaintiff Tammé Shinshuri, proceeding as a self-represented litigant, brought this wrongful termination action against her former employer, defendant California Physicians’ Service doing business as Blue Shield of California (Blue Shield), alleging race discrimination and other claims after she was terminated for violating Blue Shield’s code of conduct (conflict of interest policy) and engaging in behavior that created a negative impact on the workplace. Shinshuri’s termination arose out of her decision to engage in outside business activities without notifying Blue Shield and her refusal to perform her job responsibilities. Shinshuri appeals from the judgment entered after the

1 trial court granted summary judgment in favor of Blue Shield. Finding no basis for reversal, we shall affirm the judgment.

FACTUAL AND PROCEDURAL BACKGROUND We summarize only the underlying facts and procedural history necessary to the resolution of this appeal. Factual Background Blue Shield is a non-profit health plan. In November 2010, Blue Shield hired Shinshuri, an African-American female, as a senior instructional designer in the company’s performance and learning organization, which developed solutions for employee training and skill development. Senior instructional designers were responsible for analyzing employee training and performance needs, training customer care employees and vendor representatives, and developing procedures and techniques to improve training and operational effectiveness within Blue Shield. As a condition of employment, Shinshuri agreed to comply with certain policies, including those set forth in Blue Shield’s code of conduct. Of relevance here, Shinshuri agreed to act in the best interest of Blue Shield and to disclose any outside business activities that could reasonably cause an actual or perceived conflict of interest. Shinshuri also agreed to ensure that any outside business activities did not impact her job responsibilities or her duty to act in Blue Shield’s best interest, and not to solicit charitable donations from other Blue Shield employees during regular business hours. At all relevant times, Shinshuri was aware that, pursuant to Blue Shield’s code of conduct, she was required to promptly disclose any actual or perceived conflict of interest and to obtain approval from her manager and the corporate compliance department before taking employment outside of the company or serving on a board of directors of another organization. Shinshuri was also aware that her failure to comply with the code of conduct could result in her termination.

2 In 2014, Shinshuri created the Shinshuri Foundation, a “social purpose organization,” with for-profit and non-profit components. The foundation was comprised of several subsidiary entities--e.g., Oracles of Truth (a non-profit education company) and Pedageo Media (a for-profit consulting company). Shinshuri was the chief executive officer and director of the foundation. Shinshuri did not disclose to Blue Shield that she created or worked at the foundation. Nor did she obtain approval from Blue Shield to serve on the foundation’s board of directors.1 In 2015, Shinshuri began soliciting Blue Shield employees to work for and make charitable donations to the Shinshuri Foundation. In January 2016, Shinshuri met with her supervisor, Jeffery Hopp. Multiple employees in the performance and learning organization had raised concerns about Shinshuri working on non-Blue Shield related “items” during regular business hours, soliciting donations for her “external non-profit,” and recruiting employees to assist her with her outside business activities. During this meeting, Hopp informed Shinshuri that other employees felt that her work on her non-profit was impacting the workplace and team environment. In March 2016, Hopp warned Shinshuri in writing that future disruptive actions to the team environment could result in corrective action. In April 2016, Blue Shield implemented certain job-leveling changes (e.g., updated job duties and responsibilities) for employees throughout the performance and learning organization. As part of these changes, Shinshuri was required to partner with, mentor, and coach other instructional designers. Shinshuri refused to do so, explaining

1 At the time Shinshuri was hired by Blue Shield, she did not own and was not affiliated with any entities other than Pedageo Media and Oracles of Truth. Prior to accepting employment with Blue Shield, Shinshuri marketed herself as a consultant through Pedageo Media.

3 that it would require her to mentor and coach Blue Shield employees with a proprietary cognitive methodology that she used as part of her outside business activities, and that she wanted to protect against the disclosure of intellectual property held by the Shinshuri Foundation.2 Shinshuri insisted that if Blue Shield wanted her to mentor and coach other employees, it would have to enroll those employees in (and pay for) classes offered by the foundation. Shortly thereafter, Shinshuri applied for the position of lead instructional designer. She interviewed but was not hired. After Blue Shield hired an external candidate, Tim Ruggerio (a white male), Shinshuri refused to meet with him in person. In October 2016, Shinshuri contacted human resources to discuss some concerns she had about Hopp. The following week, Shinshuri met with her “next level” manager, Lisa Nunes. During this meeting, Shinshuri complained that Hopp had “harassed [her by] falsely rating her competency” and was attempting to “get [her] to mentor and coach peers,” which would put her “at risk of intellectual property infringement.” According to Shinshuri, she and Nunes “discussed all of her issues,” including discrimination, harassment, and hostility in the work environment. When Nunes advised Shinshuri that she should follow “similar methodologies” as those employed by her fellow instructional designers, Shinshuri stated that it was unreasonable to ask her to stop using her proprietary cognitive methodology. In early November 2016, Blue Shield initiated a compliance investigation after learning that Shinshuri had failed to submit a conflict-of-interest form disclosing her involvement with the Shinshuri Foundation. The purpose of the investigation was to

2 Shinshuri claimed to have developed “an advanced cognitive process” called “Manage the Gap (Mental Agility) method,” and that the Shinshuri Foundation “owned” the intellectual property right in that method. Shinshuri described the method as a proprietary (but not copyrighted or patented) way of rapidly thinking and processing information innately to produce a creative solution, which she marketed and sold through Pedageo Media.

4 determine whether Shinshuri’s employment with the foundation posed an actual or potential conflict of interest under Blue Shield’s code of conduct, and whether Shinshuri violated the code of conduct.

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