Affiliate Members
CEFLI Affiliate Membership is available to organizations that can demonstrate an appropriate substantive nexus to our mission to support the life insurance industry’s compliance and ethics professionals.
More information about CEFLI Affiliate Membership is included in our Affiliate Member summary document. Should you have questions, please contact Mallory Hart, Director of Member Relations, Communications and Meetings (MalloryHart@CEFLI.org) or any member of our team.
Gold Level
Deloitte
Craig Friedman
Managing Director
Phone: (917) 270-0950
Email: crfriedman@deloitte.com
Faegre Drinker Biddle & Reath LLP
Timothy J. O’Driscoll
Partner
Phone: (215) 988-2865
Email: timothy.odriscoll@faegredrinker.com
Faegre Drinker is a top 50 firm designed for clients. With more than 1,300 experienced attorneys, consultants and professionals in 21 locations in the United States, London and Shanghai, we have the strength to solve our clients’ most complex challenges wherever they need us.
Faegre Drinker understands the insurance industry from an insider’s point of view, maintaining deep roots and enduring relationships with key participants in the industry, state regulators and local officials along with Congress, federal agencies and international standard-setters. We are problem-solvers for the country’s leading insurance companies — and have sustained this reputation for nearly a century. Our valuable institutional knowledge enables us to anticipate challenges and innovate to support our clients’ objectives. We are our clients’ business partners and collaborators, evolving with the industry to advance their goals so they can focus on mitigating risks for others.
We counsel life insurance carriers on all aspects of insurance regulation, high-stakes litigation, public policy, and M&A and other transactional matters. We litigate on behalf of clients, large and small, in single-plaintiff suits, bad faith actions and class actions throughout the country while carefully monitoring litigation threats and emerging trends. We also advise on matters involving product performance and administration, complex claims, reinsurance, bad faith and extra-contractual liability, improper sales practices and consumer protection statute violations, among others. Deeply familiar with applicable, often conflicting federal and state regulations, we analyze policy provisions and form filings, help formulate responses to information requests from regulators, and otherwise counsel life insurers on identifying and adopting best practices for regulatory compliance.
Silver Level
Ankura
Jon Berry
Senior Managing Director – Disputes & Economics
Phone: (617) 748-8360
Email: jon.berry@ankura.com
With a global team of subject matter experts and seasoned advisors with hard-earned industry knowledge, Ankura is primed for the future. Nimble, agile, and fluid, Ankura is at the same time grounded in a proven, practical approach we call collaborative lateral thinking.
The Ankura method is designed to apply expertise, provide clarity, and go beyond the obvious. Bringing a team of experts and advisors together in a collaborative model is how Ankura quickly adapts, innovates, creates new models, shifts paradigms, develops game-changing ideas, and delivers results. Integrating seamlessly across the firm, Ankura brings every applicable resource to each challenge – supercharging its ability to Protect, Create, and Recover ValueTM for its clients.
Ankura’s areas of expertise include artificial Intelligence, risk and compliance, cybersecurity and data privacy, data and technology, governance, operations, dispute resolution, transformation and more. Ankura serves a multitude of industries and offers a broad range of services
Bronze Level
The Berwyn Group
Phone: 216.765.8818
Email: info@berwyngroup.com
Website: BerwynGroup
LinkedIn: BerwynGroupLinkedIn
The Berwyn Group is a leader in population data management, offering the trusted and effective death audit and locate solutions, with dedication to innovation, security, and generating outcomes. The Berwyn Group now offers an end-to-end suite of industry-leading solutions including CertiDeath®, CertiCensus, CertiSearch and BeneSearch.
The Berwyn Group’s mission and focus is making valuable connections to achieve measurable outcomes — bridging the gap between pensions and their participants, insurance companies and their policyholders, third-party administrators and public entities with Medicaid recipients. Connecting leading-edge technology and data with best-in-class human ingenuity, we help organizations eliminate costly overpayments, maximize efficiency, meet regulatory requirements, and connect policyholders, participants, and beneficiaries to the funds they deserve.
Evadata
Jake Obstfeld
Head of Client Development
Email: business@evadata.com
At Evadata we are dedicated to the advancement of the life and annuity industry and driven to ensure shared benefit of both carriers and their customers. Our mission is to empower industry carriers with innovative product offerings and exceptional customer experiences. Through the development of data and technology-driven solutions, we address the comprehensive needs of the industry, ensuring excellence and growth.
• Evadata ACT is our anti-fraud collaboration technology that strengthens the industry by enabling fraud-fighting professionals to share intel on schemes, best practices, and tools to combat fraud.
• Evadata LENS is our life event notification service that turns a compliance chore intro a transformation opportunity. Its comprehensive mortality event monitoring technology provides data to fuel the death claim process for carriers.
Leading life insurance carriers founded Evadata to build tools with security and scalability. Evadata is intrinsically aligned with the life and annuity industry and conscious of the limited technology resources carriers face, so Evadata’s products can help modernize operations and drive achievement of transformational goals without struggle. For more information, please visit Evadata.com.
Guidehouse
Manager, Marketing Events
Phone: (646) 227-4216
Email: kristen.stehlik@guidehouse.com
Guidehouse, a global advisory, technology, and managed services firm, serves commercial and government financial services entities of all sizes through its Financial Services segment. Backed by proven success in protecting enterprises and enabling efficiency, agility, and growth, the firm helps clients mitigate risks, navigate regulations, adapt to shifting markets, and remain resilient in the face of earnings pressures and scarce resources. https://guidehouse.com
Maynard Nexsen
Tom Butler
Partner
Phone: (205) 254-1063
Email: tbutler@maynardnexsen.com
Ted Holt
Partner
Phone: 205-254-1102
tholt@maynardnexsen.com
Maynard Nexsen is a full-service law firm with more than 550 attorneys in 23 offices from coast to coast across the United States. Maynard Nexsen formed in 2023 when two successful, client-centered firms combined to form a powerful national team. Maynard Nexsen’s list of clients spans a wide range of industry sectors and includes both public and private companies.
MIB
Christie Corado
General Counsel, Secretary and Chief Privacy Officer
Email: ccorado@mib.com
MIB is 100% aligned with the life insurance industry, focused on fraud mitigation while improving the insurance experience. The firm uses its deep knowledge, expertise and connections to provide solutions that address common challenges, help move the industry forward and enable its clients to manage risk, gain efficiencies and grow profitably.
For over 100 years, MIB has been providing unique risk assessment and fraud detection services that the insurance industry relies on. It has earned a reputation as the industry’s most trusted partner, keeping the industry’s data safe and providing unique insights to aid in the underwriting process.
While MIB embraces its history of fraud detection and remains committed to providing the legacy underwriting services our industry counts on, the firm is also focused on expanding and diversifying its portfolio to support the industry’s evolving needs. Concentrating solely on improving the insurance industry, MIB is focused on developing new data solutions that facilitate risk assessment, streamline the application and underwriting processes and enhance the consumer experience.
Troutman Pepper Locke
Paige Waters
Partner
Phone: (312) 443-1815
Email: paige.waters@troutman.com
Troutman Pepper Locke is a full-service, international law firm that helps clients solve complex legal challenges and achieve their business goals in an ever-changing global economy. As a firm of more than 1,600 attorneys in 30+ offices, including the 10 largest U.S. legal markets, the firm serves clients ranging from multinational companies to new market entrants across all major industry sectors, and offer differentiated experience in energy, financial services, health care and life sciences, insurance and reinsurance, private equity, and real estate.
Wolters Kluwer Financial Services
Kathy Donovan
Senior Compliance Counsel
781-907-6689
Kathy.donovan@wolterskluwer.com
Wolters Kluwer Financial Services is one of the leading worldwide providers of comprehensive compliance, risk management and audit solutions for the financial services industry. We are a comprehensive risk management business singularly focused on helping financial services organizations mitigate compliance, operational and financial risk across their business, Wolters Kluwer Financial Services’ solutions empower professionals to make intelligent and clear-sighted decisions in a rapidly changing environment.
Wolters Kluwer Financial Services empowers compliance, risk management, finance and audit professionals in financial services industries across the globe to make intelligent and clear-sighted decisions in a rapidly changing environment. We provide the solutions they need to manage risk across the business while staying in front of new regulatory requirements improve efficiencies and grow their business.