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
Expenses
People
25 listed
DONALD WALTERS
PRESIDENT & CEO
$403K
40 hrs/wk
CARLA STRAUCH
SVP - COMPLIANCE & ETHICS
$239K
40 hrs/wk
DEIDRE KEIMACH
VP - COMPLIANCE & ETHICS
$176K
40 hrs/wk
JIM GOLEMBIEWSKI
BOARD OF DIRECTOR (THRU 9/23/24)
—
1 hrs/wk
CYNDI HALL
BOARD OF DIRECTOR
—
1 hrs/wk
GEORGE HANLEY
BOARD OF DIRECTOR (THRU 9/23/24)
—
1 hrs/wk
MAUREEN HENDERSON
BOARD OF DIRECTOR
—
1 hrs/wk
STEVE KOSLOW
BOARD OF DIRECTOR
—
1 hrs/wk
MARLA LACEY
BOARD OF DIRECTOR
—
1 hrs/wk
BRADLEY LUCIDO
BOARD OF DIRECTOR (THRU 9/23/24)
—
1 hrs/wk
JAMES ODLAND
BOARD OF DIRECTOR (THRU 9/23/24)
—
1 hrs/wk
TIMOTHY BOLDEN
CHAIR (THRU 9/23/24)
—
1 hrs/wk
SHARON PACHECO
BOARD OF DIRECTOR
—
1 hrs/wk
WAYNE SMILEY
BOARD OF DIRECTOR
—
1 hrs/wk
NANCY SWEET
BOARD OF DIRECTOR
—
1 hrs/wk
PETE ROCK
BOARD OF DIRECTOR
—
1 hrs/wk
ERICH AXMACHER
BOARD OF DIRECTOR
—
1 hrs/wk
SCOTT CREUTZMANN
BOARD OF DIRECTOR
—
1 hrs/wk
CRAIG FRIEDMAN
BOARD OF DIRECTOR
—
1 hrs/wk
KYLE JENNINGS
BOARD OF DIRECTOR
—
1 hrs/wk
TIMOTHY O'DRISCROLL
BOARD OF DIRECTOR
—
1 hrs/wk
MEGAN CLAYPOOL
CHAIR-ELECT
—
1 hrs/wk
VICKIE BULGER
BOARD OF DIRECTOR
—
1 hrs/wk
CHAD ESLINGER
BOARD OF DIRECTOR
—
1 hrs/wk
NANCY PEREZ
EXEC ASST/OFFICE MGR
$107K
40 hrs/wk