The Executive Committee
The Executive Committee is tasked with managing the Society and has the authority to act on behalf of the Board between meetings, except where restricted by the bylaws or Board actions. Additionally, the Executive Committee is empowered to establish regulations governing its business operations. Each member of the Executive Committee functions as a committee chair within the Association, dedicated to enhancing and ensuring the smooth day-to-day operations of the Society.
| Office | Name and SOFE Designation | Committee Chair (s) |
|---|---|---|
| President | Lindsay Crawford, CFE | |
| President Elect | Bill O‘Connell, CFE | Management |
| Treasurer | Bryant Cummings, CFE | Finance |
| Past President | Joanne Smith, CFE | Professional Standards |
| Secretary | Monique Smith, CFE | Future Sites |
| Vice President | Laura Clements, CFE | Examinations |
| Vice President | Chase Davis, CFE | Future Sites, State Chapters |
| Vice President | Joe Detrick, CFE, AES | AES, Publications |
| Vice President | Richard Foster, CFE | Nominations, Membership |
| Vice President | Trey Hancock, CFE | Membership, Education |
| Vice President | Jenny Jeffers, AES | AES |
| Vice President | Amy Malm, CFE | Examinations, Strategic |
| Vice President | Bill Michael, CFE | Education, CDS |
| Vice President | Malis Rasmussen, CFE | CDS, State Chapters |
| Vice President | John Romano, CFE | Publications, Nominations |
Committee Roles and Responsibilities
| Committees | Roles and Responsibilities |
| Management | The Management Committee is composed of all 5 Officers (President, Immediate Past President, President-Elect, Treasurer and Secretary).
Chaired by the President-Elect, the Management Committee oversees SOFE‘s daily operations. Key responsibilities include developing the annual budget, monitoring Continuing Regulatory Education (CRE) and Membership Dues, managing the Society‘s website and social media, and overseeing relationships with industry groups. They handle contracts with management firms and meeting planners, manage trademark renewals, and review appeals from other committees. The committee also monitors special projects and collaborates with headquarters staff. |
| Membership | The Membership Committee reviews general membership applications and reinstatement requests, as well as applications for the AFE and CFE designations. The committee, composed of at least five members who are either CFEs or AESs, recommends qualified applicants for designation approval to the Executive Committee. |
| Finance | The Finance Committee, led by the Treasurer, manages financial operations, including reviewing monthly and quarterly financial statements, ensuring liquidity in accounts, and overseeing investments. The Treasurer handles the annual audit process and coordinates with external auditors, submitting audited financial statements for Board approval. Additionally, the Treasurer is responsible for signing IRS 990 filings for tax-exempt status. |
| Professional Standards | The Professional Standards Committee is responsible for conducting disciplinary action proceedings and upholding SOFE Code of Ethical Conduct. The Chair is currently evaluating potential modernization revisions to discuss with the Professional Standards Committee. |
| Future Sites | The Future Sites Committee is responsible for identifying and selecting potential city locations and hotel venues for the annual Career Development Seminar (CDS), held each July. The committee follows established guidelines to assist its members in the site selection process. |
| Examinations | The Examinations Committee oversees the administration of tests for Accredited and Certified Memberships, ensuring that all examination content aligns with updated educational materials. Responsibilities include reviewing tests for relevance, coordinating test updates, managing test operations on the platform, responding to inquiries, and analyzing test results. Members must maintain confidentiality regarding test materials. |
| State Chapters | The State Chapters Committee connects directly with SOFE members, addresses their specific needs, boosts membership, offers continuing education, and promotes active participation. |
| Publications | The Publications Committee oversees the electronic publications, The Examiner magazine and InSIGHT newsletter. The committee manages content creation, author procurement, and editing processes while establishing the Publications Schedule and maintaining the Continuing Regulatory Education (CRE) Reading Program. These publications serve to inform members about technical topics, events, and important deadlines. |
| Nominations | The Nominations Committee reviews and approves candidate applications for expiring positions on the Board and Executive Committee, consisting of at least seven Certified members, and recommends qualified candidates for election to the Executive Committee. |
| Education | The Education Committee manages all training and continuing education programs. Reviews audits, approves continuing education providers, and secures speakers and sponsors for training related events. |
| AES | The AES Committee consists of at least five members, all holding the AES designation. Its primary responsibilities include overseeing the AES designation requirements, recommending qualified applicants to the Executive Committee (EC), and reporting on IT examinations relevant to the NAIC. The committee also manages improvements to the SOFE website and mobile app. Additionally, members engage with NAIC working groups focused on IT and cybersecurity risks, ensuring regulatory guidance is developed and updated to address these issues. |
| Strategic | The Strategic Committee is asked with developing short- and long-term goals to ensure SOFE‘s viability as a professional society for insurance regulators. The committee will also create action plans based on feedback from the 2023 member survey, which will be presented to the Executive Committee for approval and subsequently shared with the Board of Governors. All Executive Committee members are responsible for implementing the approved strategic action plans relevant to their committees. |
| CDS | The CDS Committee oversees SOFE‘s largest annual educational event, focusing on providing members with learning and networking opportunities. Their primary responsibility is to ensure the seminar meets educational goals while maintaining a financial balance between revenue and expenses. |