named programs · 4 · from sources
What they call their work
Complimentary Cybersecurity Training
Training program offered to members on cybersecurity best practices and regulatory compliance
ELANY Bulletin Communications
Regular regulatory updates, insurer eligibility notices, and compliance guidance distributed to members and stakeholders
Excess Line Stamping and Filing System
Electronic portal for licensed excess line brokers to submit affidavits and secure statutory stamping for non-admitted insurance placements in New York
Market Portal
Online system enabling insurers and program managers to submit and maintain eligibility to write excess line business in New York
activities · 6 groups
What they do
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Insurance Industry Trade Association 4 activities
- Advocates for modernization of excess and surplus lines regulationsLobbies state regulators and legislators to modernize New York’s excess and surplus lines regulatory framework, including streamlining affidavit declination processes and reducing administrative burdens on brokers and insurers.
- Conducts financial and regulatory oversight of non-admitted insurance marketsPerforms financial review and oversight of the non-admitted insurance sector, including monitoring insurer stability through financial metrics, protecting state tax revenues, and implementing anti-fraud measures to safeguard consumers and the marketplace.
- Facilitates compliance with New York’s Excess Line LawProvides guidance, oversight, and administrative support to ensure brokers, insurers, and producers comply with New York’s excess and surplus lines insurance regulations, including filing requirements, legal standards, and regulatory reporting. Operates secure online portals for brokers and insurers to submit filings and access eligibility information.
- Provides legal and regulatory guidance to insurance professionalsOffers detailed guidance on legal standards and regulatory compliance, including broker duty of care, earned premium calculations, policy cancellation rules, jurisdictional expansion of New York courts, and distinctions between brokers and agents. Clarifies implications of misclassification and binding authority.
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Union-Linked Educational Scholarships 1 activity
- Funds education and professionalism initiatives for insurance producersProvides financial support to local and state-based producer associations to fund educational programs and promote professionalism within the insurance producer community.
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Professional Networking Events 1 activity
- Hosts industry conferences and eventsCo-hosts the annual IFNY/ELANY Surplus Lines & Reinsurance Conference and organizes member appreciation events, including gatherings at professional baseball games, to engage stakeholders and promote industry networking.
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Insurance & Risk Management Professional Development 1 activity
- Produces educational video content for the insurance industryCreates and distributes annual and ongoing video resources on topics including cyber insurance regulations, diversity and inclusion, London market outlooks, and the role of excess and surplus lines insurance in New York’s construction and homeowners markets. Also produces training videos on filing compliance and introductory market overviews.
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Professional Education and Certification for Financial and Estate Planners 1 activity
- Provides cybersecurity training and resources for membersOffers free, ongoing cybersecurity awareness training and microlearning content to active members and brokers, including those who filed policies with ELANY, to support compliance with NYDFS regulations. Fully funds training since 2017 and covers costs for up to 417 employees per firm.
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Professional Certification and Continuing Education 1 activity
- Provides workplace culture training and resourcesDelivers free workplace culture improvement resources, including weekly actionable tips, microlearning tools accessible across devices, and monthly customized content, to active members who are not WSIA members. Covers the cost of these training resources.
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financials · form 990 · fy2024
revenue
Total revenue$15.85M
Contributions & grants$00%
Program service revenue$14.39M91%
Investment income$1.46M9%
Other revenue$0
expenses
Total expenses$14.60M
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits$7.88M
Grants paid out$98K
Largest expense lineCompensation
balance sheet
Total assets$48.11M
Cash$9.81M
Investments$28.25M
Liabilities$8.48M
Net assets$39.62M
Liquid reserves31.3 mo
5 years on record · 2020–2024 · YoY revenue +12.4%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 13
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| DANIEL F MAHER | FORMER SENIOR ADVISOR | 0 | $924K |
| JANET PANE | CEO/EXECUTIVE DIRECTOR | 40 | $731K |
| TARA CUMMINS | CHIEF ADMINISTRATIVE OFFICER | 40 | $378K |
| BRIAN PERSAUD | DIRECTOR OF INFORMATION TECHNOLOGY | 40 | $318K |
| ARLANA KEMPER | DIRECTOR OF BUSINESS PROGRAMS | 40 | $313K |
| HOWARD GREENE - DIR OF GOVT | AFFAIRS & STRATEGIC INITIATIVES | 40 | $304K |
| THERESA HETHERINGTON | STAMPING OFFICE MANAGER | 40 | $248K |
| IVAN RODRIGUEZ | PC ANALYST/HELPDESK | 40 | $224K |
| JOHN ROSENBLATT | COMMUNICATIONS & MARKETING MANAGER | 40 | $214K |
| BENEDICT BARDEGUEZ | PC ANALYST/HELPDESK | 40 | $210K |
| ALEX SARFO | FINANCIAL DIRECTOR | 40 | $205K |
| ADRIANE BRINGE | ACCOUNTING MANAGER | 40 | $201K |
| NANCY BORN | FORMER CAO & DIR. OF OPERATION | 0 | $132K |
board members · 11
- DENISE SANCHEZ — VICE CHAIR
- DONALD PRIVETT — DIRECTOR
- ERIC KELLER IMMEDIATE PAST — CHAIRMAN (FROM 5/24, NON-VOTING)
- GARY HOLLEDERER — DIRECTOR (UNTIL 05/2024)
- HARRY TUCKER — DIRECTOR (FROM 05/2024)
- JAMES RICHARDSON — DIRECTOR
- JO ANN PERI — DIRECTOR
- JOHN A BUCKLEY — TREASURER
- JOSEPH F CALIGIURI — DIRECTOR
- LANCE BECKER — SECRETARY
- MICHAEL BLACKSHEAR — CHAIRMAN
relationships · 12
Who they work with
- Blue Ocean Brain Partner — Provides microlearning content and platform access for ELANY's workplace culture training initiative
- Excess Line Broker Partner — Authorized users of the ELANY Broker Portal who submit filings for stamping and maintain compliance responsibility.
- Insurance Federation of New York Partner — Co-hosts the Surplus Lines & Reinsurance Conference with IFNY.
- KnowBe4 Partner — Third-party provider delivering cybersecurity awareness training and phishing simulations to ELANY members.
- NYDFS Government — Addresses cybersecurity regulation compliance requirements set by the New York State Department of Financial Services.
- New York Department of Financial Services Government — Regulatory partner responsible for cybersecurity and insurance compliance standards that ELANY enforces and supports.
- New York State Department of Financial Services Government — Engages with state regulators on modernizing excess and surplus lines insurance regulations and compliance standards.
- New York State Legislature Government — Statutorily established by the New York State Legislature in 1988.
- WSIA Talent Advocacy & Engagement Foundation Partner — Collaborates to provide free workplace culture resources to ELANY members
- insurer Partner — Entity using the ELANY Market Portal to seek or maintain eligibility to write excess line business in New York.
- local and state-based producer associations Partner — Receives grants from ELANY to deliver educational programs to insurance producers.
- third-party entity (TPP) Partner — External service provider authorized to access ELANY portals on behalf of brokers or markets to perform filing-related administrative functions.
strategies · 4
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Customized Risk-Based Training for Regulatory Alignmentmethodology: risk-based training customizationBy tailoring training content to a firm’s specific risk profile, the organization improves compliance outcomes, because relevance increases engagement and ensures that resources address actual operational vulnerabilities.
- Education as a Compliance Leveraging Mechanismmethodology: leveraged network educationBy delivering targeted, practical education—especially through microlearning and video series—the organization increases regulatory compliance adoption, because accessible, actionable training improves retention and implementation among busy insurance professionals.
- Industry Advocacy to Shape Regulatory Policymethodology: industry_representationBy representing the excess line insurance industry in regulatory and legislative forums, the organization influences policy development to align with operational realities, because coordinated advocacy ensures that broker needs and consumer protections are balanced in reform efforts.
- Regulatory Facilitation Through Intermediationmethodology: regulatory_facilitationBy serving as a structured intermediary between brokers and regulatory agencies, the organization reduces compliance friction and improves communication efficiency, because direct coordination lowers administrative burden and prevents misinterpretation of regulatory expectations.