BETHESDA, MD
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)THE COMPLIANCE AND ETHICS FORUM FOR LIFE INSURERS, founded in 2010, is a community nonprofit in the Community Improvement sector that reported $1.9M in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum.
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...
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.
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...
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 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.
WEBINARS - CEFLI IS A RECOGNIZED INDUSTRY LEADER IN BRINGING TOGETHER REGULATORS AND INDUSTRY REPRESENTATIVES TO PROVIDE EDUCATION AND TRAINING WEBINARS FOR THE LIFE INSURANCE INDUSTRY'S COMPLIANCE...
WEBINARS - CEFLI IS A RECOGNIZED INDUSTRY LEADER IN BRINGING TOGETHER REGULATORS AND INDUSTRY REPRESENTATIVES TO PROVIDE EDUCATION AND TRAINING WEBINARS FOR THE LIFE INSURANCE INDUSTRY'S COMPLIANCE AND ETHICS PROFESSIONALS. THESE EDUCATIONAL SESSIONS SERVE AS A USEFUL SUPPLEMENT TO LIFE-INSURANCE COMPANY PROFESSIONAL DEVELOPMENT PROGRAMS FOR COMPLIANCE AND ETHICS PROFESSIONALS.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $1,863,056 | $1,455,676 | +0.3% |
| Expenses | $1,925,546 | $1,611,392 | +0.2% |
| Net Income | $-62,490 | $-155,716 | -0.6% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| TIMOTHY BOLDEN | CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| MEGAN CLAYPOOL | CHAIR-ELECT | 1.00 |
Director
|
$0 | $0 | $0 |
| VICKIE BULGER | BOARD OF DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| CHAD ESLINGER | BOARD OF DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JIM GOLEMBIEWSKI | BOARD OF DIRECTOR (THRU 1/1/23) | 1.00 |
Director
|
$0 | $0 | $0 |
| CYNDI HALL | BOARD OF DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| GEORGE HANLEY | BOARD OF DIRECTOR (THRU 9/22/23) | 1.00 |
Director
|
$0 | $0 | $0 |
| MAUREEN HENDERSON | BOARD OF DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| STEVE KOSLOW | BOARD OF DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| MARLA LACEY | BOARD OF DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| BRADLEY LUCIDO | BOARD OF DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JAMES ODLAND | BOARD OF DIRECTOR (THRU 2/1/23) | 1.00 |
Director
|
$0 | $0 | $0 |
| TIMOTHY O'DRISCROLL | BOARD OF DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| SHARON PACHECO | BOARD OF DIRECTOR (1/1/23) | 1.00 |
Director
|
$0 | $0 | $0 |
| WAYNE SMILEY | BOARD OF DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| NANCY SWEET | BOARD OF DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| PETE ROCK | BOARD OF DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| DONALD WALTERS | PRESIDENT & CEO | 40.00 |
Officer
|
$392,984 | $101,896 | $494,880 |
| CARLA STRAUCH | SVP - COMPLIANCE & ETHICS | 40.00 |
Highest
|
$231,032 | $92,991 | $324,023 |
| DEIDRE KEIMACH | VP - COMPLIANCE & ETHICS | 40.00 |
Highest
|
$125,616 | $49,234 | $174,850 |
| NANCY PEREZ | EXEC ASST/OFFICE MGR | 40.00 |
Highest
|
$102,584 | $52,962 | $155,546 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | No data | No data | No data | No data |
| 2023 | $1,863,056 | $1,925,546 | $1,464,743 | $-62,490 |
| 2022 | $1,455,676 | $1,611,392 | $1,566,383 | $-155,716 |
| 2021 | $1,374,237 | $1,243,952 | $1,844,022 | $130,285 |
| 2020 | $1,375,921 | $1,242,217 | $1,615,635 | $133,704 |
| 2019 | $1,431,574 | $1,438,483 | $1,163,128 | $-6,909 |
| 2018 | $1,399,691 | $1,404,753 | $1,234,872 | $-5,062 |
Compare THE COMPLIANCE AND ETHICS FORUM FOR LIFE INSURERS with other nonprofits in Maryland and across the country.