The S.E.C. Education Foundation supports state, regional and local marketing meeting through its “Visiting Moderator” program. This program offers “backstop” support for those organizations who wish to have The Society’s trained moderators assist with planning, organizing and conducting their Marketing Meeting.View S.E.C Approved Moderators
The Education Foundation (EDF) offers to absorb any loss of having an SEC Moderator or Moderator Team help an organization conduct their Marketing Meeting providing the Foundation pre-approves the expenses eligible for calculating the profit and loss for the Marketing Meeting and the Moderator expenses eligible for reimbursement in the event the Marketing Meeting loses money.
The Education Foundation assistance begins early in the planning phase, drawing on The Society’s 50 years of experience with organizing successful Marketing Meetings. The assistance the Foundation typically provides includes suggestions concerning:
The Education Foundation recommends one Moderator for a one day Marketing Meeting and two Moderators for Marketing Meetings lasting two or more days. To participate in the Education Foundation’s “backstop” program the organization sponsoring the Marketing meeting must cooperate with the Foundation in planning a budget for the meeting. Once a meeting budget has been agreed upon and approved by The Education Foundation the Marketing Meeting is eligible to receive “backstop” support from The Foundation. The Moderator expenses generally considered eligible for reimbursement in the event of a loss include:
Society of Exchange Counselors Moderators are volunteers who do not generally charge a fee for their moderating services.VIEW S.E.C APPROVED MODERATORS