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 State: California Industry: Financial Services Clear all

7 instruments · showing 1–7

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Exhibit	Instrument	Issuer	Jurisdiction	Issued	Quarters	Limitations	Grade
Ex. SEC-13-GM-001	AFSA, 'AFSA Independents Conference & Expo Cancelled' (Mar. 13, 2020), quoting the Riverside County order cancelling events of 250 or moreAFSA Independents Conference & Expo 2020 (traditional installment lenders)	American Financial Services Association	La Quinta (La Quinta Resort, Riverside County), CAOrganizer	Mar. 13, 2020	2020 Q2	Organizer notice	Primary source read
Ex. SEC-13-GM-016	HousingWire (Phil Hall), 'Ready to go back to a live mortgage industry event? MBA, NAR, NAMB and others test the waters' (May 11, 2020)MBA Annual Convention & Expo (the mortgage industry's largest gathering)	Mortgage Bankers Association	Chicago (2020 as planned); San Diego (2021), IL (2020); CA (2021)Organizer	May 11, 2020	2020 Q2	Organizer notice	Confirmed from a secondary source
Ex. SEC-13-GM-002	SHRM, 'SHRM 2020 Annual Conference & Expo Canceled' (May 12, 2020)SHRM 2020 Annual Conference & Expo (the human-resources profession's annual conference; attended by bank, insurer and advisory-firm HR…	Society for Human Resource Management	San Diego (San Diego Convention Center), CAOrganizer	May 12, 2020	2020 Q2	Organizer notice	Primary source read
Ex. SEC-13-GM-108	Mortgage Bankers Association, 'Prepared Remarks of MBA President and CEO Bob Broeksmit, CMB, at the 2020 MBA Annual Convention and Expo' (Oct. 19, 2020): delivered 'at MBA's virtual 2020 Annual Convention & Expo'; 'This is not a normal convention. But then, this is not a normal year.'MBA Annual Convention & Expo (the mortgage industry's largest gathering)	Mortgage Bankers Association	Chicago (2020 as planned); San Diego (2021), IL (2020); CA (2021)Organizer	Oct. 19, 2020	2020 Q4	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-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

American Financial Services Association, AFSA, 'AFSA Independents Conference & Expo Cancelled' (Mar. 13, 2020), quoting the Riverside County order cancelling events of 250 or more (Ex. SEC-13-GM-001)
Mortgage Bankers Association, HousingWire (Phil Hall), 'Ready to go back to a live mortgage industry event? MBA, NAR, NAMB and others test the waters' (May 11, 2020) (Ex. SEC-13-GM-016)
Society for Human Resource Management, SHRM, 'SHRM 2020 Annual Conference & Expo Canceled' (May 12, 2020) (Ex. SEC-13-GM-002)
Mortgage Bankers Association, Mortgage Bankers Association, 'Prepared Remarks of MBA President and CEO Bob Broeksmit, CMB, at the 2020 MBA Annual Convention and Expo' (Oct. 19, 2020): delivered 'at MBA's virtual 2020 Annual Convention & Expo'; 'This is not a normal convention. But then, this is not a normal year.' (Ex. SEC-13-GM-108)
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)
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)

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