CALU Committees

CALU provides members with opportunities to volunteer their time and expertise by serving on Committees on a program year basis (May to April). Committees have fixed terms of reference and varying requirements in terms of meetings and work outside meetings.

2026-2027 Committees

  • Identifying content and delivery methods – other than the Advanced Education Symposium and Conference & AGM – that meets the educational needs of membership in all practice areas (including the advanced life insurance program).
  • Reviewing programming documentation and preparing speaker and topic suggestions.
  • Identifying topics and authors for CALU publications, and reviewing articles submitted for publication.
  • Helping source authors/publications and reviewing draft publications.

  • Proposing, selecting, and reviewing technical content and event speakers.
  • Speaker and topic identification and reviewing draft presentations.

  • Development of the general program for the annual Conference & AGM including identifying a theme and proposing and selecting topics and speakers for mainstage sessions.
  • Reviewing programming documentation (such as proposed speaker packages).

  • Proposing and selecting speakers and topics for concurrent sessions dealing with life insurance at the annual Conference & AGM.
  • Reviewing programming research, proposals and conducting peer reviews of presentations.

  • Proposing and selecting speakers and topics for concurrent sessions in practice areas other than life insurance, for example wealth management, employee and living benefits.
  • Reviewing programming research and proposals and conducting peer reviews of presentations.

  • Assisting in the development of questions for the CLHIA CRA Roundtable and CALU Finance & CRA Roundtables held biennially (with CLHIA in September 2027 and CALU in May 2028).
  • Assist with writing or reviewing draft questions.

  • Providing oversight of CALU’s financial governance, including reviewing budgets and financial statements and overseeing the risk management framework, the work of the external auditors and CALU’s financial vision.

  • Governance:Reviewing and making recommendations on the Board governance policies, the annual performance review of the Board, the Board orientation and governance training.
  • Nominations: Reviewing and updating the Directors Skills Matrix. identifying, assessing, and recommending candidates nominations for election as Directors and Officers.
  • Reviewing lists of potential candidates, reaching out to potential candidates and, for a few members of the committee, conducting interviews with potential candidates.

  • Examining income tax concerns dealing with the taxation of life insurance, and tax aspects related to the use of life insurance in the marketplace.
  • Identifying and developing positions on technical tax issues of interest to members/clients to support advocacy at the federal level.
  • Reviewing documentation and preparing proposals and responses on specific issues.

  • Monitoring the life insurance marketplace for aggressive strategies or products and recommending actions as appropriate.
  • Reviewing draft Practice Notes and providing commentary on evolving issues.

  • Supporting membership recruitment and retention activities.
  • Reaching out to potential, current and/or former members via telephone or email. Reviewing and recommending by email membership applications to the Board of Directors for approval.

  • Reviewing and making recommendations to the Board on the President & CEO compensation policy, employment contract, annual performance objectives, annual performance assessment and compensation.

CALU Resource Group

  • CALU also offers members whose interests and skills lie in areas not covered by Committees, or who may not want to participate in them, an opportunity to join CALU’s evergreen Resource Group.
  • CALU may call on some of those volunteers for their expertise on a particular subject on an ad hoc basis (e.g., to respond to government consultations). Conversely, members of the Resource Group may bring particular issues relating to their area of expertise to CALU’s attention for consideration.
  • These areas include but are not limited to:
    • Employee Benefits
    • Living Benefits
    • Wealth Management
    • Philanthropy

The Resource Group does not have a set meeting schedule. Members will be consulted as required and meetings may occur on an ad hoc basis. Members may join or withdraw their interest to serve at anytime.

Submit your interest

Please contact calu@calu.com if you are interested in volunteering on a committee.

Submit your interest to serve as a CALU volunteer on the Resource Group via the Members Portal here.