CEFLI’s 2026 Annual Conference will take place September 27-29, 2026, at the Ballantyne Hotel in the heart of Charlotte’s prestigious Ballantyne neighborhood.
Registration will open on Monday, May 18th!
The Preliminary Program features an exceptional lineup of timely, can’t-miss topics designed to inspire, inform, and spark meaningful conversations across the industry, including:
A Year In (Risk) Review: Where Have We Been Over the Last 12 Months?
The panel will explore the most significant developments shaping today’s risk landscape—from regulatory change management and new litigation/arbitration trends to critical project investments and the latest regulatory examination activity.
Ethics – A Practical Guide
Everyone agrees ethics matter—but what does that mean practically and how do insurance companies put that belief into action? Listen as Chief Compliance Officers break down the real‑world steps they’re taking to strengthen ethical culture, enhance ethics program effectiveness, and drive meaningful organizational change.
NAIC 2026-2027 Priorities
Hear from key regulatory leadership about the NAIC’s priorities, including emerging risks such as reinsurance and private equity and persistent risks such as sales practices, and hear about the NAIC’s pilot program for monitoring insurer use of AI.
A Persistent Threat- Regulatory Perspective
Fraud isn’t slowing down—and neither are regulators. In this session, we’ll take an inside look at the schemes hitting the life insurance industry today and learn about the tools, insights, and solutions Regulators see as most effective.
Technology-Enabled Compliance
Compliance teams are embracing technology to stay ahead of emerging risks and streamline their work. This panel will look at the tools reshaping the compliance landscape and explore how compliance departments are putting these technologies into practice.
Operational Risk Management in Focus
Life insurers contend with an ongoing range of operational risks. This panel will highlight practical strategies to better support Operations teams, calibrate compliance involvement, strengthen oversight, and leverage technology to stay ahead of persistent challenges—from privacy and unclaimed property to records management and beyond.
The Good Sale
Take an end-to-end look into today’s most pressing sales compliance issues — from Advertising Review and Illustrations to Producer Oversight and real‑life Suitability scenarios at the new‑business phase.
Future-Ready Third-Party Oversight
With insurers depending more than ever on third‑party partners, strong oversight is critical. In this session, we’ll learn how companies are managing these relationships in practice and what effective communication and coordination really looks like.
The New Compliance Playbook
What will the future of Compliance—and the compliance professional—look like? The Compliance department of the future becomes a strategic, tech‑enabled risk partner—not just a rule enforcer. Compliance professionals will need deeper judgment, data fluency, and the ability to guide organizations through rapid change.
A Persistent Threat 2.0- Insurance Company Perspective
Fraudsters are getting smarter—and so are life insurers. This session dives into the latest fraud schemes affecting the industry and showcases practical tactics for spotting red flags, leveraging analytics, and building a culture of fraud awareness. Gather real‑world insights on what’s working, what’s changing, and how companies can stay ahead.