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Due to the ongoing health challenges that are being associated with holding large in-person meetings in the midst of the COVID-19 pandemic\u0027)","title":"NAIC National Meetings (Spring, Summer and Fall), at which insurers, agents\u0027 associations and their counsel appear before the State regulators","dateIssued":"2020-09-15","startDate":"2020-09-15","endDate":"","quarters":["2020Q3"],"types":[],"grade":"primary","fileExists":true,"url":"/library/SEC-13-GM-119","exhibitUrl":"/exhibit/SEC-13-GM-119"},{"id":"SEC-13-GM-004","kind":"meeting","level":"organizer","jurisdiction":"2020 in-person venue not sourced (spring); 2021: Orlando, FL (2021)","state":"FL","metro":"","industry":"13","agency":"","collection":"SEC-13","issuer":"Consumer Bankers Association","instrument":"Consumer Bankers Association press release, \u0027CBA LIVE 2020 to Feature Regulators, Bank CEO, Top Political Strategists; Kicks Off September 29 via virtual platform\u0027 (Sept. 21, 2020)","title":"CBA LIVE (retail banking\u0027s annual conference)","dateIssued":"2020-09-21","startDate":"2020-09-21","endDate":"","quarters":["2020Q3"],"types":[],"grade":"primary","fileExists":true,"url":"/library/SEC-13-GM-004","exhibitUrl":"/exhibit/SEC-13-GM-004"},{"id":"SEC-13-GM-011","kind":"meeting","level":"organizer","jurisdiction":"rotating convention city (2020 in-person venue not sourced; 2021 in person)","state":"","metro":"","industry":"13","agency":"","collection":"SEC-13","issuer":"American Bankers Association","instrument":"ABA Banking Journal, \u0027Gottlieb, McWilliams to Keynote ABA Unconventional Convention\u0027 (Sept. 24, 2020) (first-ever virtual annual convention, Oct. 19-20, 2020)","title":"ABA Annual Convention (2020 replaced by the \u0027Unconventional Convention\u0027; 2021 in person, post-period)","dateIssued":"2020-09-24","startDate":"2020-09-24","endDate":"","quarters":["2020Q3"],"types":[],"grade":"primary","fileExists":true,"url":"/library/SEC-13-GM-011","exhibitUrl":"/exhibit/SEC-13-GM-011"},{"id":"SEC-13-GM-114","kind":"meeting","level":"organizer","jurisdiction":"Boston (as scheduled), MA","state":"MA","metro":"","industry":"13","agency":"","collection":"SEC-13","issuer":"Charles Schwab \u0026 Co.","instrument":"Charles Schwab press release (Oct. 13, 2020): \u0027Schwab Advisor Services to Celebrate 30th Anniversary of Schwab IMPACT\u0027 (\u0027IMPACT 2020 will proceed for the first time as a virtual experience\u0027; live sessions Oct. 27-28 and Nov. 2, 4, 9 and 11; \u0027more than 7,600 firms\u0027; \u0027more than 90 speakers, 70 education sessions, and nearly 40 exhibitors\u0027)","title":"Schwab IMPACT 2020 (the largest independent-advisor conference)","dateIssued":"2020-10-13","startDate":"2020-10-13","endDate":"","quarters":["2020Q4"],"types":[],"grade":"primary","fileExists":true,"url":"/library/SEC-13-GM-114","exhibitUrl":"/exhibit/SEC-13-GM-114"},{"id":"SEC-13-GM-108","kind":"meeting","level":"organizer","jurisdiction":"Chicago (2020 as planned); San Diego (2021), IL (2020); CA (2021)","state":"CA","metro":"","industry":"13","agency":"","collection":"SEC-13","issuer":"Mortgage Bankers Association","instrument":"Mortgage Bankers Association, \u0027Prepared Remarks of MBA President and CEO Bob Broeksmit, CMB, at the 2020 MBA Annual Convention and Expo\u0027 (Oct. 19, 2020): delivered \u0027at MBA\u0027s virtual 2020 Annual Convention \u0026 Expo\u0027; \u0027This is not a normal convention. But then, this is not a normal year.\u0027","title":"MBA Annual Convention \u0026 Expo (the mortgage industry\u0027s largest gathering)","dateIssued":"2020-10-19","startDate":"2020-10-19","endDate":"","quarters":["2020Q4"],"types":[],"grade":"primary","fileExists":true,"url":"/library/SEC-13-GM-108","exhibitUrl":"/exhibit/SEC-13-GM-108"},{"id":"SEC-13-GM-006","kind":"meeting","level":"organizer","jurisdiction":"NADA Show city (2020: Las Vegas, February, before the orders; 2021 NADA Show scheduled for New Orleans and itself converted to a virtual show), NV (2020); LA (2021 AS SCHEDULED)","state":"LA","metro":"","industry":"13","agency":"","collection":"SEC-13","issuer":"American Financial Services Association","instrument":"AFSA, \u0027Start Your Engines for the 2021 Vehicle Finance Conference!\u0027 (Nov. 4, 2020) (conference to be held online Feb. 23-25, 2021)","title":"AFSA Vehicle Finance Conference (held alongside the NADA Show)","dateIssued":"2020-11-04","startDate":"2020-11-04","endDate":"","quarters":["2020Q4"],"types":[],"grade":"primary","fileExists":true,"url":"/library/SEC-13-GM-006","exhibitUrl":"/exhibit/SEC-13-GM-006"},{"id":"SEC-13-GM-009","kind":"meeting","level":"organizer","jurisdiction":"Washington, DC","state":"DC","metro":"","industry":"13","agency":"","collection":"SEC-13","issuer":"Independent Insurance Agents \u0026 Brokers of America (Big \u0027I\u0027)","instrument":"Independent Agent magazine, \u00272021 Big I Legislative Conference Will Take Place Virtually\u0027 (Dec. 21, 2020), quoting Big \u0027I\u0027 president and CEO Bob Rusbuldt","title":"Big \u0027I\u0027 Legislative Conference (independent insurance agents\u0027 Washington fly-in)","dateIssued":"2020-12-21","startDate":"2020-12-21","endDate":"","quarters":["2020Q4"],"types":[],"grade":"primary","fileExists":true,"url":"/library/SEC-13-GM-009","exhibitUrl":"/exhibit/SEC-13-GM-009"},{"id":"SEC-13-GM-010","kind":"meeting","level":"organizer","jurisdiction":"resort venue (2021 planned venue not sourced)","state":"","metro":"","industry":"13","agency":"","collection":"SEC-13","issuer":"American Bankers Association","instrument":"ABA Banking Journal, \u0027Magic Johnson to Keynote Virtual Conference for Community Bankers\u0027 (Jan. 15, 2021)","title":"ABA Conference for Community Bankers","dateIssued":"2021-01-15","startDate":"2021-01-15","endDate":"","quarters":["2021Q1"],"types":[],"grade":"primary","fileExists":true,"url":"/library/SEC-13-GM-010","exhibitUrl":"/exhibit/SEC-13-GM-010"},{"id":"SEC-13-GM-105","kind":"meeting","level":"organizer","jurisdiction":"rotating (June); Washington (September),; DC","state":"DC","metro":"","industry":"13","agency":"","collection":"SEC-13","issuer":"National Association of Federally-Insured Credit Unions (merged into America\u0027s Credit Unions in 2024)","instrument":"NAFCU, \u0027NAFCU cancels 54th annual conference\u0027 (Jan. 21, 2021): 54th Annual Conference and Solutions Expo, July 27-30, 2021, Savannah, Georgia, cancelled \u0027Due to the ongoing coronavirus pandemic and the high volume of expected in-person attendees... in conjunction with feedback from our membership and CDC guidance\u0027","title":"NAFCU Annual Conference \u0026 Solutions Expo (June) and NAFCU Congressional Caucus (September)","dateIssued":"2021-01-21","startDate":"2021-01-21","endDate":"","quarters":["2021Q1"],"types":[],"grade":"primary","fileExists":true,"url":"/library/SEC-13-GM-105","exhibitUrl":"/exhibit/SEC-13-GM-105"},{"id":"SEC-13-GM-022","kind":"meeting","level":"organizer","jurisdiction":"Washington (Walter E. 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Manchin, Richmond Added to Speaker Lineup\u0027 (Mar. 16, 2021) (more than 3,400 attendees)","title":"ABA Washington Summit (the industry\u0027s annual advocacy conference)","dateIssued":"2021-03-16","startDate":"2021-03-16","endDate":"","quarters":["2021Q1"],"types":[],"grade":"primary","fileExists":true,"url":"/library/SEC-13-GM-012","exhibitUrl":"/exhibit/SEC-13-GM-012"},{"id":"SEC-13-GM-110","kind":"meeting","level":"organizer","jurisdiction":"rotating (2020 in-person venue not sourced)","state":"","metro":"","industry":"13","agency":"","collection":"SEC-13","issuer":"Million Dollar Round Table","instrument":"MDRT news release (Park Ridge, Ill., May 19, 2021), Word file as posted by MDRT: \u0027MDRT Brings Timely Strategy to Life with the Innovative 2021 Annual Meeting Virtual Event\u0027 (\u0027MDRT will host its members-only 2021 Annual Meeting Virtual Event June 7-9\u0027)","title":"MDRT Annual Meeting and Global Conference (Million Dollar Round Table; life-insurance and financial-advisor producers)","dateIssued":"2021-05-19","startDate":"2021-05-19","endDate":"","quarters":["2021Q2"],"types":[],"grade":"primary","fileExists":true,"url":"/library/SEC-13-GM-110","exhibitUrl":"/exhibit/SEC-13-GM-110"},{"id":"SEC-13-GM-118","kind":"meeting","level":"organizer","jurisdiction":"Orlando; 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TBA Annual Convention, Aug. 25-27, 2021, Austin; Money20/20 and InsureTech Connect, October 2021, Las Vegas; ABA Annual Convention, Oct. 17-19, 2021; MBA Annual, Oct. 17-20, 2021, San Diego)","dateIssued":"2021-06-30","startDate":"2021-06-30","endDate":"","quarters":["2021Q2"],"types":[],"grade":"primary","fileExists":true,"url":"/library/SEC-13-GM-117","exhibitUrl":"/exhibit/SEC-13-GM-117"},{"id":"SEC-13-GM-032","kind":"meeting","level":"organizer","jurisdiction":"Los Angeles (2020 as scheduled); Glasgow, Scotland (2021 as scheduled; foreign venue, context only), CA (2020)","state":"CA","metro":"","industry":"13","agency":"","collection":"SEC-13","issuer":"World Council of Credit Unions","instrument":"World Council of Credit Unions (on CUInsight), \u0027Jumping into the deep end: The first all-virtual World Credit Union Conference\u0027 (July 27, 2021)","title":"World Credit Union Conference (WCUC)","dateIssued":"2021-07-27","startDate":"2021-07-27","endDate":"","quarters":["2021Q3"],"types":[],"grade":"primary","fileExists":true,"url":"/library/SEC-13-GM-032","exhibitUrl":"/exhibit/SEC-13-GM-032"}],"facets":{"kind":[{"value":"meeting","label":"Organizer notice","count":28}],"level":[{"value":"organizer","label":"Organizer","count":28}],"state":[{"value":"DC","label":"District of Columbia","count":7},{"value":"CA","label":"California","count":4},{"value":"FL","label":"Florida","count":3},{"value":"IN","label":"Indiana","count":2},{"value":"UT","label":"Utah","count":2},{"value":"IL","label":"Illinois","count":1},{"value":"LA","label":"Louisiana","count":1},{"value":"MA","label":"Massachusetts","count":1}],"type":[],"quarter":[{"value":"2020Q3","label":"2020 Q3","count":8},{"value":"2021Q1","label":"2021 Q1","count":5},{"value":"2020Q4","label":"2020 Q4","count":4},{"value":"2021Q2","label":"2021 Q2","count":4},{"value":"2020Q2","label":"2020 Q2","count":3},{"value":"2021Q3","label":"2021 Q3","count":2}],"grade":[{"value":"primary","label":"Primary source read","count":28}],"industry":[{"value":"13","label":"Financial Services","count":28}],"agency":[]}}