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 From Apr. 1, 2021 Clear all

8 instruments · showing 1–8

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Exhibit	Instrument	Issuer	Jurisdiction	Issued	Quarters	Limitations	Grade
Ex. SEC-13-GM-110	MDRT news release (Park Ridge, Ill., May 19, 2021), Word file as posted by MDRT: 'MDRT Brings Timely Strategy to Life with the Innovative 2021 Annual Meeting Virtual Event' ('MDRT will host its members-only 2021 Annual Meeting Virtual Event June 7-9')MDRT 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	May 19, 2021	2021 Q2	Organizer notice	Primary source read
Ex. SEC-13-GM-118	NAIC news release (Kansas City, June 1, 2021): 'NAIC to Host Hybrid 2021 Summer National Meeting' ('a streamlined Summer National Meeting in a hybrid format... in Columbus, OH from August 13-17 for members and interested parties as capacity allows')The autumn 2021 return of in-person conferences under mask, vaccination-proof and conveyance orders (class: CBA LIVE, Aug. 16-18, 2021…	as listed	Orlando; Austin; Las Vegas; San Diego, FL; TX; NV; CAOrganizer	June 1, 2021	2021 Q2	Organizer notice	Primary source read
Ex. SEC-13-GM-005	Consumer Bankers Association press release, 'Acting Comptroller Hsu To Deliver Keynote In Person At CBA LIVE 2021' (June 6, 2021)CBA LIVE (retail banking's annual conference)	Consumer Bankers Association	2020 in-person venue not sourced (spring); 2021: Orlando, FL (2021)Organizer	June 6, 2021	2021 Q2	Organizer notice	Primary source read
Ex. SEC-13-GM-117	Morningstar, Inc. press release (Chicago, June 30, 2021): 'Morningstar Announces Agenda for 2021 Morningstar Investment Conference' (hybrid, Sept. 22-24, 2021, McCormick Place; 'In-person attendees will be required to adhere to the safety protocols as mandated by the city, state, and McCormick Place')The autumn 2021 return of in-person conferences under mask, vaccination-proof and conveyance orders (class: CBA LIVE, Aug. 16-18, 2021…	as listed	Orlando; Austin; Las Vegas; San Diego, FL; TX; NV; CAOrganizer	June 30, 2021	2021 Q2	Organizer notice	Primary source read
Ex. SEC-13-GM-032	World Council of Credit Unions (on CUInsight), 'Jumping into the deep end: The first all-virtual World Credit Union Conference' (July 27, 2021)World Credit Union Conference (WCUC)	World Council of Credit Unions	Los Angeles (2020 as scheduled); Glasgow, Scotland (2021 as scheduled; foreign venue, context only), CA (2020)Organizer	July 27, 2021	2021 Q3	Organizer notice	Primary source read
Ex. SEC-13-GM-111	NAFCU newsroom (Sept. 14, 2021): 'Caucus: NAFCU's Berger, James Carville discuss divisive political climate; lawmakers review the latest from the Hill' (Congressional Caucus sessions began Sept. 13, 2021, in Washington, with attendees present)NAFCU Annual Conference & Solutions Expo (June) and NAFCU Congressional Caucus (September)	National Association of Federally-Insured Credit Unions (merged into America's Credit Unions in 2024)	rotating (June); Washington (September),; DCOrganizer	Sept. 14, 2021	2021 Q3	Organizer notice	Primary source read
Ex. SEC-13-GM-013	ABA Banking Journal, 'ABA Elects New Officers, Board Members for 2021-2022' (Oct. 19, 2021) (in-person annual convention; post-period)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	Oct. 19, 2021		Organizer notice	Primary source read
Ex. SEC-13-GM-017	NCUA Letter to Federal Credit Unions 22-FCU-03, 'Expiration of Emergency Exemption from Certain In-Person Meeting Requirements' (Dec. 2022), reciting the March 2020, November 2020 and November 2021 lettersAnnual meetings of the members of federal credit unions (class: every federally chartered credit union's annual membership meeting, and…	each federal credit union's board, under the NCUA Federal Credit Union Bylaws (12 C.F.R. part 701, App. A)	every State (branch lobbies, community halls, hotel ballrooms), ALLOrganizer	Dec. 7, 2022		Organizer notice	Primary source read

Million Dollar Round Table, MDRT news release (Park Ridge, Ill., May 19, 2021), Word file as posted by MDRT: 'MDRT Brings Timely Strategy to Life with the Innovative 2021 Annual Meeting Virtual Event' ('MDRT will host its members-only 2021 Annual Meeting Virtual Event June 7-9') (Ex. SEC-13-GM-110)
as listed, NAIC news release (Kansas City, June 1, 2021): 'NAIC to Host Hybrid 2021 Summer National Meeting' ('a streamlined Summer National Meeting in a hybrid format... in Columbus, OH from August 13-17 for members and interested parties as capacity allows') (Ex. SEC-13-GM-118)
Consumer Bankers Association, Consumer Bankers Association press release, 'Acting Comptroller Hsu To Deliver Keynote In Person At CBA LIVE 2021' (June 6, 2021) (Ex. SEC-13-GM-005)
as listed, Morningstar, Inc. press release (Chicago, June 30, 2021): 'Morningstar Announces Agenda for 2021 Morningstar Investment Conference' (hybrid, Sept. 22-24, 2021, McCormick Place; 'In-person attendees will be required to adhere to the safety protocols as mandated by the city, state, and McCormick Place') (Ex. SEC-13-GM-117)
World Council of Credit Unions, World Council of Credit Unions (on CUInsight), 'Jumping into the deep end: The first all-virtual World Credit Union Conference' (July 27, 2021) (Ex. SEC-13-GM-032)
National Association of Federally-Insured Credit Unions (merged into America's Credit Unions in 2024), NAFCU newsroom (Sept. 14, 2021): 'Caucus: NAFCU's Berger, James Carville discuss divisive political climate; lawmakers review the latest from the Hill' (Congressional Caucus sessions began Sept. 13, 2021, in Washington, with attendees present) (Ex. SEC-13-GM-111)
American Bankers Association, ABA Banking Journal, 'ABA Elects New Officers, Board Members for 2021-2022' (Oct. 19, 2021) (in-person annual convention; post-period) (Ex. SEC-13-GM-013)
each federal credit union's board, under the NCUA Federal Credit Union Bylaws (12 C.F.R. part 701, App. A), NCUA Letter to Federal Credit Unions 22-FCU-03, 'Expiration of Emergency Exemption from Certain In-Person Meeting Requirements' (Dec. 2022), reciting the March 2020, November 2020 and November 2021 letters (Dec. 7, 2022) (Ex. SEC-13-GM-017)

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