NonprofitsCompliance And Ethics Forum For Life Insurers

Community Improvement & Capacity Building

Compliance And Ethics Forum For Life Insurers

BETHESDA, MD

Total revenue

$2.0M

Total expenses

$1.8M

Net assets

$907K

Grants received

EIN

273782503

Tax year

2024

Mission

To provide a forum to serve the needs of the life insurance industry's compliance and ethics professionals.

Programs

2 programs

Education and training - cefli conducts the compliance fundamentals training program to provide education and training for compliance professionals that may be new to the life insurance industry in who may seek to expand their portfolio of compliance skills. Cefli conducts an advanced compliance forum for more experienced compliance professionals to provide an opportunity to explore specific compliance subject matters in a more in-depth manner using a workshop format for forum attendees. Cefli also conducts a compliance leadership forum designed exclusively for compliance professionals that aspire to become compliance leaders with a life insurance company. During the training session current chief compliance officers of life insurance companies will review the issues and skill sets necessary to perform effectively as a compliance leader with a life insurance company.

Cco forum - is an annual event for chief compliance officers (ccos) of member companies of the compliance & ethics forum for life insurers. The forum allows ccos to connect with their peers to discuss current compliance challenges and best practices in the life insurance industry.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$1.9M
Investment income$69K
Other revenue
Total revenue$2.0M

Expenses

Grants paid
Salaries & benefits$1.3M
Fundraising
Other expenses$529K
Total expenses$1.8M
Total assets$1.7M
Net assets$907K

People

25 listed

NameRoleCompensation

DONALD WALTERS

PRESIDENT & CEO

Board

$403K

40 hrs/wk

CARLA STRAUCH

SVP - COMPLIANCE & ETHICS

Board

$239K

40 hrs/wk

DEIDRE KEIMACH

VP - COMPLIANCE & ETHICS

Board

$176K

40 hrs/wk

JIM GOLEMBIEWSKI

BOARD OF DIRECTOR (THRU 9/23/24)

Board

1 hrs/wk

CYNDI HALL

BOARD OF DIRECTOR

Board

1 hrs/wk

GEORGE HANLEY

BOARD OF DIRECTOR (THRU 9/23/24)

Board

1 hrs/wk

MAUREEN HENDERSON

BOARD OF DIRECTOR

Board

1 hrs/wk

STEVE KOSLOW

BOARD OF DIRECTOR

Board

1 hrs/wk

MARLA LACEY

BOARD OF DIRECTOR

Board

1 hrs/wk

BRADLEY LUCIDO

BOARD OF DIRECTOR (THRU 9/23/24)

Board

1 hrs/wk

JAMES ODLAND

BOARD OF DIRECTOR (THRU 9/23/24)

Board

1 hrs/wk

TIMOTHY BOLDEN

CHAIR (THRU 9/23/24)

Board

1 hrs/wk

SHARON PACHECO

BOARD OF DIRECTOR

Board

1 hrs/wk

WAYNE SMILEY

BOARD OF DIRECTOR

Board

1 hrs/wk

NANCY SWEET

BOARD OF DIRECTOR

Board

1 hrs/wk

PETE ROCK

BOARD OF DIRECTOR

Board

1 hrs/wk

ERICH AXMACHER

BOARD OF DIRECTOR

Board

1 hrs/wk

SCOTT CREUTZMANN

BOARD OF DIRECTOR

Board

1 hrs/wk

CRAIG FRIEDMAN

BOARD OF DIRECTOR

Board

1 hrs/wk

KYLE JENNINGS

BOARD OF DIRECTOR

Board

1 hrs/wk

TIMOTHY O'DRISCROLL

BOARD OF DIRECTOR

Board

1 hrs/wk

MEGAN CLAYPOOL

CHAIR-ELECT

Board

1 hrs/wk

VICKIE BULGER

BOARD OF DIRECTOR

Board

1 hrs/wk

CHAD ESLINGER

BOARD OF DIRECTOR

Board

1 hrs/wk

NANCY PEREZ

EXEC ASST/OFFICE MGR

Staff

$107K

40 hrs/wk

Details

EIN273782503
NTEE codeS40
Subsection06
Ruling date2014-09
Formed2010
Employees5
Volunteers21
COMPLIANCE AND ETHICS FORUM FOR LIFE INSURERS — Mission, Financials & Grants Received | Grantivo