{"id":544,"date":"2020-10-27T01:10:40","date_gmt":"2020-10-27T01:10:40","guid":{"rendered":"http:\/\/www.slameeting.com\/bodoct2020\/?page_id=544"},"modified":"2021-03-05T16:29:31","modified_gmt":"2021-03-05T16:29:31","slug":"education-and-compliance-committee-roster","status":"publish","type":"page","link":"https:\/\/www.slameeting.com\/bodoct2020\/education-and-compliance-committee-roster\/","title":{"rendered":"Education and Compliance Committee Report"},"content":{"rendered":"\n
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Education & Compliance Committee Report: 10\/27\/2020<\/h1>\n\n\n\n\n\n

Committee Roster<\/h2>\n\n\n\n

CHAIR<\/strong><\/h3>\n\n\n\n

Tim Chaix
<\/strong>R.E. Chaix and Associates Insurance Brokers, Inc.
3200 El Camino Real #290
Irvine, CA 92602
(949) 722-4177<\/p>\n\n\n\n

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COMMITTEE MEMBERS<\/strong><\/h3>\n\n\n\n

Carolina Calvo-Betdashtoo
<\/strong>UFG Specialty Insurance
725 S. Figueroa Street, Suite 1870
Los Angeles, CA  90017
(213) 634-6680<\/p>\n\n\n\n

Matthew Dutton
<\/strong>Worldwide Facilities, LLC.
450 Sansome Street, Suite 1000
San Francisco, CA 94111
(415) 625-1272<\/p>\n\n\n\n

Mitchell Jawitz
<\/strong>Anderson & Murison, Inc.
800 West Colorado Boulevard
Los Angeles, CA  90041
(800) 234-6977 X231<\/p>\n\n\n\n

Clancy Marie Johannsen
<\/strong>Maximum Independent Insurance Brokerage, LLC
12301 Palms Blvd.
Los Angeles, CA  90066
(310) 892-3304<\/p>\n\n\n\n

Benjamin Marks
<\/strong>2059 Republic Avenue
Costa Mesa, CA 92627
(714) 654-2828<\/p>\n\n\n\n

R. Clyde Williams III
<\/strong>Arch Insurance Group
1 Sansome Street, 14th<\/sup> Floor
San Francisco, CA 94104
(415) 490-9726<\/p>\n\n\n\n

Staff Liaison<\/strong><\/h3>\n\n\n\n

Jo Ann Del Gatto<\/strong>
Vice President, Education and Compliance
Surplus Line Association of California
12667 Alcosta Boulevard
San Ramon, CA 94583
(201) 981-7081<\/p>\n\n\n\n\n\n

Table of Contents<\/h2>\n\n\n\n\n\n

Action Item Status: June Committee Meeting<\/h2>\n\n\n\n
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Action Item:<\/strong><\/p>\n<\/div><\/div>\n\n\n\n

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Transition the onsite continuing education program for delivery via webinar.<\/p>\n<\/div><\/div>\n<\/div><\/section>\n\n\n\n

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Dates:<\/strong><\/p>\n<\/div><\/div>\n\n\n\n

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Assigned: 6\/10\/2020
Due: 9\/01\/2020<\/p>\n<\/div><\/div>\n<\/div><\/section>\n\n\n\n

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Status:<\/strong><\/p>\n<\/div><\/div>\n\n\n\n

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Complete. E&C was successful in transitioning all of the 2020 courses to a live webinar. The first course was broadcast on 08\/11\/20.<\/p>\n<\/div><\/div>\n<\/div><\/section>\n\n\n\n\n\n

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Action Item:<\/strong><\/p>\n<\/div><\/div>\n\n\n\n

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Build and implement changes to the SLA Learning Center for the delivery on live stream CE courses.<\/p>\n<\/div><\/div>\n<\/div><\/section>\n\n\n\n

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Dates:<\/strong><\/p>\n<\/div><\/div>\n\n\n\n

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Assigned: 6\/10\/2020
Due: 3\/30\/2021<\/p>\n<\/div><\/div>\n<\/div><\/section>\n\n\n\n

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Status:<\/strong><\/p>\n<\/div><\/div>\n\n\n\n

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In process. Working with technology team to expand functionality of existing Learning Center which will ultimately include a fully mobile-optimized version that will allow members to sign-up and attend courses from a mobile device. Phase 1 will be completed by 01\/15\/21 and includes the updates needed to the desktop version.<\/p>\n<\/div><\/div>\n<\/div><\/section>\n\n\n\n\n\n

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Action Item:<\/strong><\/p>\n<\/div><\/div>\n\n\n\n

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Develop the 2021 Continuing Education course schedule<\/p>\n<\/div><\/div>\n<\/div><\/section>\n\n\n\n

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Dates:<\/strong><\/p>\n<\/div><\/div>\n\n\n\n

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Assigned: 6\/10\/2020
Due: 10\/15\/2020<\/p>\n<\/div><\/div>\n<\/div><\/section>\n\n\n\n

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Status:<\/strong><\/p>\n<\/div><\/div>\n\n\n\n

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E&C developed a proposed CE course schedule for 2021 that has been presented to the Committee for review and approval. Courses will continue to be offered via webinar until onsite events can be scheduled. Onsite courses will also be offered in a livestream format.<\/p>\n<\/div><\/div>\n<\/div><\/section>\n\n\n\n\n\n

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Action Item:<\/strong><\/p>\n<\/div><\/div>\n\n\n\n

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Research CE Provider requirements in other states; investigate NAIC uniform CE reciprocity guidelines<\/p>\n<\/div><\/div>\n<\/div><\/section>\n\n\n\n

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Dates:<\/strong><\/p>\n<\/div><\/div>\n\n\n\n

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Assigned: 6\/10\/2020
Due: 9\/30\/2020<\/p>\n<\/div><\/div>\n<\/div><\/section>\n\n\n\n\n\n

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Action Item:<\/strong><\/p>\n<\/div><\/div>\n\n\n\n

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Update research for offering on-site courses in regional and city locations.<\/p>\n<\/div><\/div>\n<\/div><\/section>\n\n\n\n

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Dates:<\/strong><\/p>\n<\/div><\/div>\n\n\n\n

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Assigned: 6\/10\/2020
Due: 12\/15\/2020<\/p>\n<\/div><\/div>\n<\/div><\/section>\n\n\n\n

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Status:<\/strong><\/p>\n<\/div><\/div>\n\n\n\n

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Recommitted due to ongoing impact from COVID-19.<\/p>\n<\/div><\/div>\n<\/div><\/section>\n\n\n\n\n\n

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Action Item:<\/strong><\/p>\n<\/div><\/div>\n\n\n\n

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Surplus Line Tax and Stamping Fee Guide<\/p>\n<\/div><\/div>\n<\/div><\/section>\n\n\n\n

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Dates:<\/strong><\/p>\n<\/div><\/div>\n\n\n\n

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Assigned: 6\/10\/2020
Due: 11\/01\/2020<\/p>\n<\/div><\/div>\n<\/div><\/section>\n\n\n\n

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Status:<\/strong><\/p>\n<\/div><\/div>\n\n\n\n

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In process.<\/p>\n<\/div><\/div>\n<\/div><\/section>\n\n\n\n

Continuing Education Program Overview<\/h2>\n\n\n\n

Following please find a recap of the continuing education program offered in 2019 and 2020.<\/p>\n\n\n\n\n\n\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t
2019 Continuing Education Program<\/td>\n<\/tr>\n
Live Courses<\/td>8<\/td>\n<\/tr>\n
Attendees<\/td>1198<\/td>\n<\/tr>\n
Certificates<\/td>1198<\/td>\n<\/tr>\n
<\/td><\/td>\n<\/tr>\n
Regional Courses<\/td>2<\/td>\n<\/tr>\n
Attendees<\/td>41<\/td>\n<\/tr>\n
Certificates<\/td>40<\/td>\n<\/tr>\n
<\/td><\/td>\n<\/tr>\n
On-Demand Courses<\/td>2<\/td>\n<\/tr>\n
Attendees<\/td>156<\/td>\n<\/tr>\n
Certificates<\/td>47<\/td>\n<\/tr>\n
Total Attendees<\/td>1395<\/td>\n<\/tr>\n
Total Certificates<\/td>1285<\/td>\n<\/tr>\n
<\/td><\/td>\n<\/tr>\n
2020 Continuing Education Program<\/td>\n<\/tr>\n
Live Courses (including webinars)<\/td>8<\/td>\n<\/tr>\n
Attendees*<\/td>2084<\/td>\n<\/tr>\n
Certificates*<\/td>1734<\/td>\n<\/tr>\n
<\/td><\/td>\n<\/tr>\n
Regional Courses<\/td>2<\/td>\n<\/tr>\n
Attendees<\/td>46<\/td>\n<\/tr>\n
Certificates<\/td>39<\/td>\n<\/tr>\n
<\/td><\/td>\n<\/tr>\n
On-Demand Courses (existing)<\/td>2<\/td>\n<\/tr>\n
On-Demand Courses (new)**<\/td>2<\/td>\n<\/tr>\n
Attendees<\/td>359<\/td>\n<\/tr>\n
Certificates<\/td>95<\/td>\n<\/tr>\n
Total Attendees<\/td>2489<\/td>\n<\/tr>\n
Total Certificates<\/td>1868<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\n\n\n

*estimated counts for 10\/28 and 11\/17 courses.
**includes courses pending CDI approval.<\/p>\n\n\n\n

CE PROGRAM PARTICIPATION
2015-2020<\/h6>\n\n\n