The Record

The Orders Library

Name: The COVID Project Orders Library
Creator: The COVID Project

13,511 instruments indexed by The COVID Project: the orders of the fifty States and the District, forty metros, the federal layer and the agencies; the standing duties; the organizers' notices; the legal authorities. Filter by kind, State, limitation type, quarter and more; open the exhibit; download what you find.

Double quotes make a phrase ("stay at home"). An exhibit ID (TX-004) opens its record first.

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Filters:Kind: Organizer notice Industry: Financial Services 2020 Q3 Clear all

8 instruments · showing 1–8

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Exhibit	Instrument	Issuer	Jurisdiction	Issued	Quarters	Limitations	Grade
Ex. SEC-13-GM-106	CUNA News, 'Virtual events take center stage' (July 1, 2020): 'all CUNA staff started working remotely due to the coronavirus (COVID-19) pandemic. Many of CUNA's live events also shifted to virtual events'CUNA Governmental Affairs Conference (GAC), the credit-union movement's largest annual gathering	Credit Union National Association	Washington (Walter E. Washington Convention Center), DCOrganizer	July 1, 2020	2020 Q3	Organizer notice	Primary source read
Ex. SEC-13-GM-109	MDRT news release (Park Ridge, Ill., July 9, 2020): 'MDRT brings industry-leading conference experience to cyberspace with 2020 Virtual Event' starting Aug. 3, 2020, 'Rising to the challenge of bringing financial advisors together to help clients during the COVID-19 pandemic'; incorporates components of the in-person Annual Meeting and Global ConferenceMDRT Annual Meeting and Global Conference (Million Dollar Round Table; life-insurance and financial-advisor producers)	Million Dollar Round Table	rotating (2020 in-person venue not sourced)Organizer	July 9, 2020	2020 Q3	Organizer notice	Primary source read
Ex. SEC-13-GM-116	Morningstar, Inc. press release (Chicago, July 28, 2020): 'Morningstar Investment Conference Digital Event Details and Agenda Now Available' ('will take place as a digital-only event Wednesday, Sept. 16 and Thursday, Sept. 17'; 'As uncertainty around the pandemic... persists')Morningstar Investment Conference (financial advisors and asset managers; Chicago)	Morningstar, Inc.	Chicago (McCormick Place), ILOrganizer	July 28, 2020	2020 Q3	Organizer notice	Primary source read
Ex. SEC-13-GM-003	AFSA, 'Going Virtual! 2020 Annual Meeting and Independents Conference & Expo' (Aug. 4, 2020)AFSA Annual Meeting and Independents Conference & Expo 2020 (combined)	American Financial Services Association	Salt Lake City (Grand America Hotel), UTOrganizer	Aug. 4, 2020	2020 Q3	Organizer notice	Primary source read
Ex. SEC-13-GM-107	CUNA press release (Madison and Washington, Aug. 31, 2020): the 2021 CUNA Governmental Affairs Conference 'would move to an interactive virtual format on March 2-4, 2021'; 'Each year, thousands of industry advocates come together at CUNA Governmental Affairs Conference'CUNA Governmental Affairs Conference (GAC), the credit-union movement's largest annual gathering	Credit Union National Association	Washington (Walter E. Washington Convention Center), DCOrganizer	Aug. 31, 2020	2020 Q3	Organizer notice	Primary source read
Ex. SEC-13-GM-119	NAIC news release (Washington, Sept. 15, 2020): 'NAIC Fall National Meeting to be Virtual Format' ('initially scheduled to be held in Indianapolis, Indiana, will now be held virtually. Due to the ongoing health challenges that are being associated with holding large in-person meetings in the midst of the COVID-19 pandemic')NAIC National Meetings (Spring, Summer and Fall), at which insurers, agents' associations and their counsel appear before the State…	National Association of Insurance Commissioners	rotating (Fall 2020: Indianapolis; Summer 2021: Columbus), IN; OHOrganizer	Sept. 15, 2020	2020 Q3	Organizer notice	Primary source read
Ex. SEC-13-GM-004	Consumer Bankers Association press release, 'CBA LIVE 2020 to Feature Regulators, Bank CEO, Top Political Strategists; Kicks Off September 29 via virtual platform' (Sept. 21, 2020)CBA LIVE (retail banking's annual conference)	Consumer Bankers Association	2020 in-person venue not sourced (spring); 2021: Orlando, FL (2021)Organizer	Sept. 21, 2020	2020 Q3	Organizer notice	Primary source read
Ex. SEC-13-GM-011	ABA Banking Journal, 'Gottlieb, McWilliams to Keynote ABA Unconventional Convention' (Sept. 24, 2020) (first-ever virtual annual convention, Oct. 19-20, 2020)ABA Annual Convention (2020 replaced by the 'Unconventional Convention'; 2021 in person, post-period)	American Bankers Association	rotating convention city (2020 in-person venue not sourced; 2021 in person)Organizer	Sept. 24, 2020	2020 Q3	Organizer notice	Primary source read

Credit Union National Association, CUNA News, 'Virtual events take center stage' (July 1, 2020): 'all CUNA staff started working remotely due to the coronavirus (COVID-19) pandemic. Many of CUNA's live events also shifted to virtual events' (Ex. SEC-13-GM-106)
Million Dollar Round Table, MDRT news release (Park Ridge, Ill., July 9, 2020): 'MDRT brings industry-leading conference experience to cyberspace with 2020 Virtual Event' starting Aug. 3, 2020, 'Rising to the challenge of bringing financial advisors together to help clients during the COVID-19 pandemic'; incorporates components of the in-person Annual Meeting and Global Conference (Ex. SEC-13-GM-109)
Morningstar, Inc, Morningstar, Inc. press release (Chicago, July 28, 2020): 'Morningstar Investment Conference Digital Event Details and Agenda Now Available' ('will take place as a digital-only event Wednesday, Sept. 16 and Thursday, Sept. 17'; 'As uncertainty around the pandemic... persists') (Ex. SEC-13-GM-116)
American Financial Services Association, AFSA, 'Going Virtual! 2020 Annual Meeting and Independents Conference & Expo' (Aug. 4, 2020) (Ex. SEC-13-GM-003)
Credit Union National Association, CUNA press release (Madison and Washington, Aug. 31, 2020): the 2021 CUNA Governmental Affairs Conference 'would move to an interactive virtual format on March 2-4, 2021'; 'Each year, thousands of industry advocates come together at CUNA Governmental Affairs Conference' (Ex. SEC-13-GM-107)
National Association of Insurance Commissioners, NAIC news release (Washington, Sept. 15, 2020): 'NAIC Fall National Meeting to be Virtual Format' ('initially scheduled to be held in Indianapolis, Indiana, will now be held virtually. Due to the ongoing health challenges that are being associated with holding large in-person meetings in the midst of the COVID-19 pandemic') (Ex. SEC-13-GM-119)
Consumer Bankers Association, Consumer Bankers Association press release, 'CBA LIVE 2020 to Feature Regulators, Bank CEO, Top Political Strategists; Kicks Off September 29 via virtual platform' (Sept. 21, 2020) (Ex. SEC-13-GM-004)
American Bankers Association, ABA Banking Journal, 'Gottlieb, McWilliams to Keynote ABA Unconventional Convention' (Sept. 24, 2020) (first-ever virtual annual convention, Oct. 19-20, 2020) (Ex. SEC-13-GM-011)

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