Organizations Filed Purposes:
TO PROVIDE A FORUM TO SERVE THE NEEDS OF THE LIFE INSURANCE INDUSTRY'S COMPLIANCE AND ETHICS PROFESSIONALS.
ANNUAL CONFERENCE - CEFLI'S ANNUAL CONFERENCE IS DESIGNED TO BRING COMPLIANCE AND ETHICS PROFESSIONALS, INDUSTRY EXPERTS AND KEY STATE AND FEDERAL REGULATORS TOGETHER TO SHARE THEIR EXPERTISE, DEVELOP SOLUTIONS AND SHARE POTENTIAL LEADING PRACTICES ON THE ISSUES THEIR PEERS HAVE IDENTIFIED AS THE TOP COMPLIANCE AND ETHICS ISSUES FACING THE INDUSTRY.
SUMMIT MEETINGS - CEFLI MAINTAINS A STRONG REPUTATION AS AN ORGANIZATION THAT PROVIDES APPROPRIATE FORUMS FOR REGULATORS AND INDUSTRY REPRESENTATIVES TO WORK COLLABORATIVELY TO DISCUSS CURRENT MARKETPLACE CHALLENGES AND TO IDENTIFY APPROPRIATE SOLUTIONS. CEFLI SUMMIT MEETINGS ALLOW BOTH REGULATORS AND INDUSTRY REPRESENTATIVES TO LEARN MORE ABOUT THE CHALLENGES THAT ARE FACED IN REGULATING THE MARKETPLACE AND DESIGNING APPROPRIATE COMPLIANCE AND ETHICS STRATEGIES. CEFLI SUMMIT MEETINGS ARE WELL KNOWN THROUGHOUT THE LIFE INSURANCE INDUSTRY AS UNIQUE FORUMS THAT BRING TOGETHER STATE AND FEDERAL REGULATORS, DISTRIBUTORS, PRODUCERS, CONSUMERS AND LIFE INSURANCE COMPANY REPRESENTATIVES IN A ONE-OF-A-KIND, INFORMAL SETTING. UNLIKE MANY OTHER INDUSTRY CONFERENCES WHERE ATTENDEES SIMPLY LISTEN TO A SERIES OF PANEL PRESENTATIONS, CEFLI SUMMIT MEETINGS ARE DESIGNED SPECIFICALLY TO FOSTER OPEN AND FRANK DIALOGUE BY ALL PARTICIPANTS. THE INFORMAL NATURE OF THESE FORUMS OFFER AN OPPORTUNITY TO HEAR THE PERSPECTIVES OF A WIDE RANGE OF MARKETPLACE PROFESSIONALS PROVIDES SIGNIFICANT INSIGHTS INTO INNOVATIVE WAYS IN WHICH REGULATORS AND INDUSTRY REPRESENTATIVES CAN WORK COLLABORATIVELY TO IMPROVE OVERALL MARKETPLACE PRACTICES.
EDUCATION AND TRAINING - CEFLI CONDUCTS AN ANNUAL COMPLIANCE FUNDAMENTALS TRAINING PROGRAM TO PROVIDE EDUCATION AND TRAINING FOR COMPLIANCE PROFESSIONALS THAT MAY BE NEW TO THE LIFE INSURANCE INDUSTRY AND WHO MAY SEEK TO EXPAND THEIR PORTFOLIO OF COMPLIANCE SKILLS. 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.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Donald Walters | PRESIDENT & CEO | 40 | $348,577 |
| Kelly Ireland | VICE PRESIDENT | 40 | $251,805 |
| Susan Voss | BOARD OF DIRECTOR | 1 | $0 |
| Wayne Smiley | BOARD OF DIRECTOR | 1 | $0 |
| Sharon Pacheco | BOARD OF DIRECTOR | 1 | $0 |
| Timothy O'Driscoll | BOARD OF DIRECTOR | 1 | $0 |
| Bradley Lucido | BOARD OF DIRECTOR | 1 | $0 |
| Marla Lacey | BOARD OF DIRECTOR | 1 | $0 |
| Steve Koslow | BOARD OF DIRECTOR | 1 | $0 |
| Mitchell Karman | BOARD OF DIRECTOR | 1 | $0 |
| Maureen Henderson | BOARD OF DIRECTOR | 1 | $0 |
| George Hanley | BOARD OF DIRECTOR | 1 | $0 |
| Jim Golembiewski | BOARD OF DIRECTOR | 1 | $0 |
| Steve Callaway | BOARD OF DIRECTOR | 1 | $0 |
| Timothy Bolden | BOARD OF DIRECTOR | 1 | $0 |
| John Apostle Ii | BOARD OF DIRECTOR | 1 | $0 |
| Nancy Sweet | CHAIRMAN-ELECT | 1 | $0 |
| James Odland | CHAIRMAN | 1 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202001929349301145_public.xml