CEFLI Key Contacts

CEFLI maintains a team of committed professionals dedicated to serving the needs of the life insurance industry's compliance and ethics professionals.
 
Donald J. Walters
President & CEO
240-744-3027 | DonaldWalters@cefli.org
 
Don Walters serves as the President & CEO of CEFLI.  Working with the CEFLI Board of Directors and CEFLI's staff, Don reviews and implements appropriate strategies to allow CEFLI to fulfill its mission to serve the needs of the life insurance industry's compliance and ethics professionals. 

Don has over 30 years of professional experience in the financial services sector in the securities and life insurance industries and has served previously in various capacities with other life insurance industry trade associations including the American Council of Life Insurers (ACLI) and the Insurance Marketplace Standards Association (IMSA). 
 
Don holds a Bachelor of Music (BM) and Master of Music (MM) degrees and a Master of Business Administration (MBA) degree from the University of Arizona. Don also holds a Juris Doctor (JD) degree from The Columbus School of Law at The Catholic University of America in Washington, DC. 
 
Don's personal interests include marathon running, college basketball and jazz.  
 
Carla Strauch
Vice President—Compliance & Ethics
240-744-3023 | CarlaStrauch@cefli.org
 
Carla Strauch serves as CEFLI’s Vice President—Compliance & Ethics. Carla has over two decades of life insurance company market conduct-related leadership experience and she previously served as a Senior Insurance Examiner with the Wisconsin Office of the Commissioner of Insurance. 
 
In her role at CEFLI, Carla assists with the design, management and implementation of CEFLI compliance and ethics programming and events, benchmarking studies, and other membership and industry activities.  
 
Carla holds a Bachelor of Business Administration (BBA) degree from the University of Wisconsin—Oshkosh, a Master of Business Administration (MBA) degree from the University of Wisconsin—Whitewater, and a Master of Science (MS) degree in Project Management from the University of Wisconsin—Platteville. She also holds the AMCM, AIE, AIRC, and FLMI designations. 
 
 
Mallory Bennett
Member Relations, Meetings and Communications Manager
240-744-3024 | MalloryBennett@cefli.org
 
Mallory Bennett serves as CEFLI’s Member Relations, Meetings and Communications Manager.  Mallory served previously as the Marketing and Senior Event Coordinator with Meetings in Motion; CEFLI’s meetings management firm.  Mallory’s background also includes professional sales experience.
 
In her role at CEFLI, Mallory will serve as a primary contact for inquiries from member companies and Affiliate Member organizations and will assist CEFLI’s staff in organizing CEFLI meetings and issuing various communications related to CEFLI activities.  Mallory also will serve as the primary contact for inquiries related to CEFLI’s Annuity Suitability Clearinghouse.
 
Mallory received her BA in Public Relations with a minor in Business from Auburn University.
 
 
Nancy Perez
Executive Assistant and Office Manager
240-744-3026 | NancyPerez@cefli.org
 
Nancy Perez serves as CEFLI's Executive Assistant and Office Manager where she provides staff support for CEFLI management and organizes and monitors day-to-day office activities.  Nancy brings to CEFLI over 30 years of life insurance industry trade association experience.