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SILA Education and Training Subgroup (SETS) Meeting
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SILA Education and Training Subgroup (SETS) Meeting

1st Quarter SILA Education & Training Subgroup (SETS) Meeting

When: Thursday, March 29, 2018
2:00-3:00 PM
Where: United States

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SILA Education and Training Subgroup (SETS) 

1st Quarter 2018 Meeting

Date: Thursday, March 29, 2018

Time: Begin: 2:00 pm Eastern time

End: 3:00 pm Eastern time

Conference #: 303-248-0285; Access code: 3405506#


Steering Committee

Barb Gavitt, Chair

Cindy Davidson

Brandi Brown

Nadine Levin

Lesli Leakey

Karen Cardo

Renee Lawton

Randall Rosenkrans

Linda Brunette


Regulatory Advisors:

Jeff Baughman, Washington

Tracy Lord Bishop, Michigan



1.      Welcome - Barb Gavitt, Chair, A.D. Banker & Co

2.      Producer Licensing Task Force and Working Group Update

3.      NAIC Spring Meeting Update – Brandi Brown, RegEd

4.      Washington State Financial Exploitation of Vulnerable Adults Act - Kristen Standifer, Financial Legal Examiner for the Washington State Securities Division

5.      Q&A and Open Discussion

6.      SILA Foundation Webinar Summary and Upcoming Schedule – Cindy Davidson, ExamFX

7.      Status of SETS Task Groups – Barb Gavitt

8.      Regulatory Updates - Lesli Leakey, Webce

Thank you to our 2018 Sponsors!