Draft Program

*subject to change

Sunday, May 5

3:00pm – 4:30pm: PRACTICE MANAGEMENT WORKSHOP
Kelly Gustafson, IIBA – CBAP, Co-Founder, Etcetera Projects

5:30pm – 6:00pm: FIRST TIMERS RECEPTION

6:00pm – 7:00pm: OPENING RECEPTION

7:00pm – 9:30pm: OPENING BANQUET SHAW CENTRE
Chris Hadfield, OC, OOnt, MSC, CD, Retired astronaut, engineer

Monday, May 6

9:30am – 10:30am: OPENING PLENARY
David McWilliams, Economist, Broadcaster, Bestselling Author

11:00am – 12:00pm: CONCURRENT SESSIONS

Corporate Owned Life Insurance – Beneficiary Considerations ( Life Insurance)

Moderator: Adam Shapiro, CLU, CFP, FEA, TEP, CPA, CA, Partner, Chronicle Wealth
Sanjana Bhatia, LL.B, LL.M. TEP, Director, Tax and Insurance Planning, Sunlife
Jim Kraft, CLU, CFP, CH.F.C., TEP, CPA,CA, M.Tax, Advisor, BMO Financial Group

Next Generation Wage Loss Replacement Plans (Living Benefits)

Moderator: Terry Zavitz, CLU, CFP, CHS, TEP, President, Zavitz Insurance and Wealth Inc.
Scott Beckett, CLU, President, Edgewater Financial Group
Russell Shaw, Senior Director, Individual Life and Health New Business Operations, RBC Insurance
Mike Sim, Director and Chief Underwriter of Living Benefits, Canada Life

Growth of Succession – A Great Combo! (Wealth Creation and Management)

Moderator: Joseph Galli, President, Pentor Charity Services
Jean-Marc L’Abbe, CD, President, C.I. Financial Ltd
Laura Money, CFP, CLU, CHS, President, Monarch Financial Inc.

12:00pm – 1:45pm: LUNCH WITH ANNUAL MEETING OF MEMBERS

2:00pm – 3:10pm: PLENARY SPEAKER ON ARTIFICIAL INTELLIGENCE (AI)
Radhika Dirks, PhD, CEO, Xlabs

3:30pm – 4:30pm: PLENARY SPEAKER
Yves Giroux, Parliamentary Budget Officer

6:00pm – 7:30pm: MEMBERS & SPEAKERS NETWORKING RECEPTION CHÂTEAU LAURIER, ADAM ROOM

Tuesday, May 7

7:30am – 9:00am: PANCAKES AND POLITICS
Francesco Sorbara, M.P. (LPC)
Brad Vis, M.P. (CPC)
TPD (NDP)

9:00am – 9:20am: NDP REPRESENTATIVE
Peter Julian, M.P. and House Leader and Deputy Critic for Finance

9:20am – 10:20am: AI AT THE CARRIER LEVEL
Moderator: Samuel Waxman, CFP, CLU, CHS, CEA, Advisor, Waxman Planning
Geoff Finney, VP, Head of Advanced Analytics Canada, Manulife
Mike Stocks, VP and Chief Marketing Officer, Empire Life

11:00am – 12:00pm: CONCURRENT SESSIONS

Corporate Reorganizations and Life Insurance ( Life Insurance)

Moderator: Jake Sheehan, CLU, FEA, TEP, Insurance advisor, Life Design Systems Insurance Agency Ltd.
Raymond Adlington, Partner, Miller Thomson LLP
Hemal Balsara, CPA, CA, CFP, TEP, FEA, Head of Tax, Retirement and Estate Planning Services, Manulife

Investing in Private Assets (Wealth Creation and Management)

Moderator: Jason Nicola, CIM, Wealth Advisor, Nicola Wealth
John Nicola, CLU, CFP, ChFC, Chairman, CEO, CIO, Nicola Wealth
Robert Wilson, CFA, Senior Vice President, Head of Portfolio Construction Consultation Service, Picton Mahoney Asset Management

Employee Benefits Round Table (Employee Benefits)

Moderator: Ian Burns, Partner, DBA
Moderator: Mike McClenahan, VP, Partner Solutions, Benefits by Design (BBD) Inc
Lori Power, GBA, CEPA, Owner, MP Benefits Inc.
Michael Wortsman, Partner, Bridgewell Financial

12:00pm – 2:15pm: LUNCH WITH CRA/FINANCE ROUNDTABLE AND DEBRIEF
Moderator: Florence Marino, Vice-President, Tax & Estate Planning, Tompkins Insurance
Moderator: Kevin Wark, LL.B, CLU, TEP, Tax Consultant, CALU
Bob Naufal, Manager, Income Tax Rulings Directorate, Canada Revenue Agency
Louise J. Roy, Acting Director, Income Tax Rulings Directorate, Canada Revenue Agency
Robert Demeter, Director General, Tax Legislation Division, Tax Policy Branch, Department of Finance
TBA, Department of Finance

2:30pm – 3:30pm: CONCURRENT SESSIONS

Masterclass 3.0 (Life Insurance)

Moderator: Laura Klaehn, CFP, CLU, CDFA, CHS, TEP, President, Vision Financial Partners Inc.
Scott Plaskett, CFP, FEA, Managing Partner & CEO, Ironshield Financial Planning
Vince Cardella, MBA, CFP, FEA, Principal, Strategic Wealth Planning, Promerita

Funding Medical Research and patient support by donating life insurance policies (Life Insurance)

Joseph Galli, Chairman / President and co-founder, PENTOR Charity Services / Loeys-Dietz Syndrome Foundation Canada

How to Make LTD More Technical and Profitable (Living Benefits)

Moderator: Chris Riddell, CLU, CHS, Partner, Wise Riddell Financial Group
Sophie Strezos-Egnatis, CLU, President, Hunter McCorquodale
Jarrett Zavitz, B. Sci, CFP, CLU, PFA, CEBS, Advisor, Zavitz Insurance & Wealth

4:00pm – 5:00pm: PUNDITS PANEL

Moderator: Guy Legault, MBA, FCPA, FCGA, CAE, President & CEO, CALU
Joël-Denis Bellavance, Ottawa Bureau Chief, LaPresse
Nik Nanos, Chief Data Scientist and Founder, Nanos Research
Althia Raj, National Columnist, Toronto Star

5:30pm – 6:30pm: FOUNDING AND CHARTER MEMBERS RECEPTION

Wednesday, May 8

7:30am – 9:00am: EMPLOYEE BENEFITS ISSUE GROUP BREAKFAST

9:00am – 10:00am: PLENARY PANEL PAR FUND MANAGERS
Moderator: Dominik Briault, VP, Actuarial Services, Feigelsohn Kellar
Ryan Marcy, VP, Large Case Services, Canada Life
Candy (Candace) Shaw, Senior Managing Director, Deputy CIO & COO, Sunlife
Mark Warywoda, VP, Public Portfolio Management, Equitable Life

10:10am – 11:10am: FAMILY STORY PRESENTATION
Taleb Abidali, Principal, Cresco
Hossein Mousavi, Principal, Cresco

11:30am – 12:30pm: MEET THE PRODUCERS
Moderator: Robert McCullagh, CFP, CLU, CH.F.C., CHS, Chair, CALU Board of Directors, Financial Advisor, Benefit Planners Inc.
Laura Klaehn, CFP, CLU, CDFA, CHS, TEP, President, Vision Financial Partners Inc.

DATE TO BE ANNOUNCED

CALU TALKS – PART 2 DATA FEEDS AND HOW IT IMPACTS OUR BUSINESS NOW AND IN THE FUTURE
Erin McKee, President, Insurance, Vice President, Wealth Services, Echelon Wealth Partners Inc

CALU TALKS – PODCASTING
Mehul Gandhi, CLU, CFP, TEP, Financial Planner Westmount Wealth Planning Inc.

CALU TALKS – CALU MENTORSHIP PROGRAM
Kelly Adams, B. Comm., CLU, ChFC, CFP, FEA, Past Chair, CALU Board of Directors, Chairman, Barrington Wealth Partners Inc.; Principal, Adams Wealth Advisory Inc.
Jeffrey Bernstein, Managing Partner, Seligman Insurance

TICKETS

2024 Conference & AGM Registration