News – SILA Foundation

Apr 10

Webinar: Personal Umbrella Coverage

Personal Umbrella Coverage

From a Consumer Perspective

Thursday, April 19, 2:00pm Eastern

Listen to a FREE educational webinar taught by Director of Operations for Insurance Career Training, Inc., Eric Martlage.

Umbrella insurance is an “undersold” policy in today’s insurance market. This webinar covers the problem of living in a litigious society. Outline how the Umbrella Policy can be of benefit, how it works, and how it coordinates with other personal liability policies. Cover the key concepts and terms involved, and how the policy differs from other liability policies.

Eric Martlage, Director of Operations for Insurance Career Training, Inc. is an Indiana native and graduate of Ball State University with a bachelors degree in Telecommunications and Sales. Eric serves as an administrative leader for ICT and also serves as an instructor for live classroom an webinar classes. Prior to joining ICT, Eric was an insurance agent for both Liberty Mutual and Farm Bureau Insurance.

Apr 02

Now Accepting Scholarship Applications

Mar 27

SILA Foundation Annual Report – 2017

2017 was a successful and meaningful year full of accomplishments which propels the organization with outstanding momentum for next year and years to come.

Read our Annual Report for 2017 here.

Mar 15

Webinar: FINRA Speaks

FINRA Speaks: Qualification Exam Program Updates

Thursday, March 22, 3:00pm Eastern

Listen to a FREE educational webinar taught by Senior Director of Testing and Continuing Education for FINRA, Joseph McDonald, Jr.

Senior management from FINRA’s Registration and Disclosure Department will provide updates to FINRA’s qualification exam program, including the October 1 implementation of the new Securities Industry Essentials Examination and revised representative level exams, as well as new opportunities for firms to consider in onboarding potential registrants.

Listen to the recorded webinar

Download the Powerpoint slides

Joe McDonald, Senior Director of Testing and Continuing Education for FINRA, manages the FINRA qualification and examination waivers programs. Joe has been with FINRA for 20 years. Before joining FINRA, Joe worked as counsel in the Office of Compliance and Inspections and the Division of Market Regulation at the Securities and Exchange Commission. Joe received a B.A. in Psychology from the State University of New York at Stony Brook and a J.D. from the American University’s Washington College of Law.

Mar 15

Webinar: Financial Literacy

Financial Literacy Webinar

10 Basics for Getting Your Retirement Plan Up & Running

Originally presented on Thursday, March 8, 3:00pm Eastern

Watch this FREE educational webinar taught by Susan Boles. Everyone wants to live the good life in retirement. That’s why we work and save, right? This webinar will cover some of the basic things everyone should know about when it comes to putting together a plan for your golden years.

This webinar is not a comprehensive list, and is not advice. A good financial planner can assist you with a plan that meets your individual needs.

Susan Boles currently serves as a Senior Regulatory Compliance Analyst, Regulatory Affairs focusing on BD/IA issues with RegEd. RedEd is a leading provider of licensing and registration technology and outsourcing, broker-dealer compliance management solutions and training and continuing education for financial professionals. She previously served as a Director of Corporate Licensing with Sedgwick, Vice President and Licensing Manager at First Tennessee Brokerage, Inc. and Direction of Operations and Compliance Specialist at Northwestern Mutual.

Susan is a member of SILA, holding the SILA-F Designation and currently serves as a steering committee member on SILA’s Adjuster Licensing Subgroup.

Watch Webinar Here Download Powerpoint here

This webinar is approved for both SILA Designation and Professional Development CE credit. To receive credit you must register and attend the live webinar in entirety.

Feb 02

Webinar: The Legislative and Regulatory Landscape of Financial Exploitation of the Elderly

The Legislative and Regulatory Landscape of Financial Exploitation of the Elderly

Originally presented on Thursday, January 25, 3:00pm Eastern

Watch this FREE educational webinar taught by Lilah Blackstone. This webinar will provide an overview of issues surrounding Financial Exploitation of the Elderly, and will provide and update of the related legislative and regulatory initiative. Topics will include:

Different ways jurisdictions define Elder Financial Exploitation
How often financial crimes occur against the elderly
Legislative initiatives jurisdictions have undertaken
Reporting requirements associated with financial exploitation laws
Issues financial professionals might face in the future

	Lilah Blackstone has extensive experience in all aspects of state law and compliance, and is an advocate for victims of financial fraud. She is a SILA member and a securities regulator in the District of Columbia. She gave a presentation entitled “The Legislative and Regulatory Landscape of Vulnerable Adults and the Elderly” at the 2017 SILA National Conference.

Watch Webinar Here

Download Powerpoint here

During the webinar Lilah referred to a mandatory reporting requirements chart, please follow this link to access.

This webinar is approved for both SILA Designation and Professional Development CE credit. To receive credit you must register and attend the live webinar in entirety.

Dec 11

Webinar: Vacation Rental Insurance

December 14, 3:00pm Eastern

Watch this FREE educational webinar taught by Tony Melillo, Sales Manager at the CBIZ Vacation Rental Program. The Vacation Rental Program specializes in insuring vacation rental homes, but more importantly educating owners on the industry as a whole.

Tony Melillo has 5 years of experience selling insurance for the ever evolving industry of vacation rentals. Part of his job is travelling the country and talking with owners and property managers about carrying the correct type of insurance for their properties. His main focus is homes listed online; websites such as VRBO, HomeAway and Airbnb. Running a vacation rental is a business and Tony has a passion for teaching others on how to protect the risks unique to them.

Watch Webinar Here
Download Powerpoint Here

Dec 11

Webinar: Background Check Industry Trends

November 15, 3:00pm Eastern

In recent years, background screening practices have become one of the most litigated and legislated topics facing employers and businesses. With multifaceted compliance obstacles such as Federal Fair Credit Reporting Act practices, state consumer reporting laws, “Ban-the-Box” legislation, EEOC considerations on criminal history, and use of credit report restrictions, maintaining risk averse practices is more complex than ever.

To help ensure the SILA membership engages in practices that protect themselves and the industry as a whole, and to build off of the trends and data collected in a similar survey in 2016, the SILA SACS Background Investigations Task Group conducted another background investigation survey to anonymously gather data about the background screening practices of Insurance Carriers, Agencies, TPAs, and Broker Dealers. These results were revealed at the 2017 SILA National Education Conference by members of the SACS Background Investigations Task Group, including Greg Kirsch, Executive Vice President, Operations and Compliance of Applicant Insight / NoMoreForms and the Chair of the Task Group. Greg will lead us through the survey responses so that we can use this information for best practices improvements and for general historical trending purposes.

Join us for this informative webinar – it will be enlightening to understand industry processes when it comes to background investigation practices.

Recording available here

Powerpoint here

Our speaker, Gregory Kirsch is the Executive Vice President of Operations and Compliance for Applicant Insight / NoMoreForms, a National Association of Professional Background Screeners (NAPBS) Background Screening Credentialing Council (BSCC) accredited provider of background screening solutions as well as an industry recognized provider of Occupational Health, Drug Testing, Forms Automation, Compliance, and Agent Onboarding solutions. He is an industry recognized expert in background screening solutions and compliance with the Fair Credit Reporting Act in the employment and contractor screening context, managing programs and regularly consulting with many of the most visible companies and carriers in the country to develop employment screening solutions that are cost-effective, compliant and address corporate goals and regulatory requirements.

Oct 24

Webinar: Cyber Security and Privacy

What will you do if you become a victim of a cyber attack?

Cyber Security and Privacy Webinar

Thursday, October 26, 3:00pm Eastern

You know you should learn more about how to protect your data! Join us for a FREE educational webinar taught by the highly qualified Greenberg Traurig Law Firm Attorney, Lori Nugent.

Recording available here

Powerpoint here

Lori S. Nugent, Shareholder at Greenberg Traurig, LLP focuses her practice on cyber security and privacy issues. She has served as lead counsel responding to and defending over 1,000 data breaches, as well ransomware situations and a variety of privacy problems. Lori has defended breached operations of all sizes in a wide variety of market sectors, including retail, health care, financial institutionts, energy and utilities, public entities, hospitality, high tech, and higher education, as well as for a variety of professionals.

Lori also works with a variety of insurers, brokers, and companies to create and enhance insurance solutions to protect companies from the negative financial impact of cyber liabilities, including data breaches. She encourages careful analysis of cyber exposures, and facilitates thoughtful evaluation of insurance coverage and reserving options.