*subject to change

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

4:30pm – 4:40pm: 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

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

6:00pm – 7:00pm: OPENING RECEPTION

7:00pm – 9:30pm: OPENING BANQUET & PREPARING FOR THE UNEXPECTED: HOW TO MANAGE THROUGH COMPLEXITY AND CHANGE SHAW CENTRE
Chris Hadfield, OC, OOnt, MSC, CD, Retired astronaut, engineer

8:00am – 8:45am: BREAKFAST

8:45am – 9:00am: CONFERENCE OPENING

9:00am – 9:30am: MINISTER OF NATIONAL REVENUE/MINISTRE DU REVENU NATIONAL
Moderator: Jeff Wilson, Principal, Sabre Strategic Partners
The Honourable/L’honorable Marie-Claude Bibeau, PC, MP/CP, députée

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

10:30am – 10:40am: CALU TALKS – PODCASTING
Mehul Gandhi, CLU, CFP, TEP, Financial Planner Westmount Wealth Planning Inc.

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

Corporate-Owned Life Insurance: Understanding CRA Perspectives + Navigating Potential Shareholder Benefit Traps

Moderator: Adam Shapiro, CLU, CFP, FEA, TEP, CPA, CA, Partner & Co-Founder, Chronicle Wealth
Sanjana Bhatia, LL.B, LL.M. TEP, Director, Tax and Insurance Planning, Sunlife
Jim Kraft, 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 and 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 – 3:00pm: HUMAN IMPLICATIONS OF GENERATIVE AI
Radhika Dirks, PhD, CEO, Xlabs

3:00pm – 3:10pm: 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.
Jeff Bernstein CLU, MFA-P, Managing Partner, Seligman Insurance

3:30pm – 4:30pm: PARLIAMENTARY BUDGET OFFICER
Moderator: Diane Everett, LLB, CLU, TEP, FEA, CS, Vice President, Planning Services, PPI Advisory
Yves Giroux, Parliamentary Budget Officer

4:30pm – 5:00pm: ADDRESS FROM OFFICIAL OPPOSITION
Moderator: Robert McCullagh, CFP, CLU, CH.F.C., CHS, Chair, CALU Board of Directors, Financial Advisor, Benefit Planners Inc.
Jasraj Singh Hallan, MP, Shadow Minister for Finance and Middle Class Prosperity, Conservative Party of Canada

6:00pm – 7:30pm: REGISTRANTS & SPEAKERS NETWORKING RECEPTION CHÂTEAU LAURIER, BALLROOM

7:15am – 9:00am: PANCAKES AND POLITICS (Breakfast available, panel begins at 7:55am)
Moderator: Sterling Rempel, CFP, CIM, CLU, TEP, Wealth Manager, Investment Advisor, Future Values Wealth Management of Aligned Capital
Francesco Sorbara, MP, Liberal Party of Canada
Brad Vis, MP, Shadow Minister for Small Business Recovery and Growth, Conservative Party of Canada
Brian Masse, MP, Critic for Innovation & Industry, New Democratic Party of Canada

9:00am – 9:20am: ADDRESS FROM NDP
Moderator: Iqbal Amiri, Life Insurance Advisor, President & CEO, Amiri Wealth Management Inc.
Peter Julian, MP, House Leader, Health Critic and Deputy Critic for Finance, New Democratic Party of Canada

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

10:20am – 10:40am: ADVOCIS UPDATE
Eric Lidemark, CFP, CLU, CH.F.C., CHS, Chair, Advocis

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: 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, VP, Tax & Estate Planning, Tompkins Insurance
Moderator: Kevin Wark, LL.B, CLU, TEP, Tax Advisor, CALU
Patrick Egit, Acting Director of the Financial Institutions and Instruments Section, Tax Legislation Division, Finance Canada
Lindsay Gwyer, Director General of Tax Legislation, Finance Canada
Lauchlin MacEachern, Director, Domestic Corporations and Trusts, Finance Canada
Bob Naufal, Manager, Income Tax Rulings Directorate, Canada Revenue Agency
Louise J. Roy, Acting Director, Income Tax Rulings Directorate, Canada Revenue Agency

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

Maximizing Disability Opportunities – Beyond the Boundaries of Traditional Carriers

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

7:15am – 9:00am: EMPLOYEE BENEFITS BREAKFAST (Buffet breakfast available, session begins at 7:30am)
Ian Burns, Partner, DBA

8:15am – 9:00am: BREAKFAST

9:00am – 10:00am: MODERN PARTICIPATING FUND MANAGEMENT (PAR FUNDS PANEL)
Moderator: Dominik Briault, FSA, FCIA, FEA, VP, Actuarial Services, Feigelsohn Kellar
Ryan Marcy, CFA, VP, Large Case Services, Canada Life
Candy (Candace) Shaw, MBA, CFA, Senior Managing Director, Deputy CIO & COO, Sunlife
Mark Warywoda, VP, Public Portfolio Management, Equitable Life

10:00am – 10:10am: CALU TALKS – CRM
Jake Sheehan, CLU, FEA, TEP, Insurance Advisor, Life Design Systems Insurance Agency Ltd.

10:10am – 11:10am: FAMILY STORY PRESENTATION – A GREAT FIRST-GENERATION CANADIAN FAMILY BUSINESS SUCCESSION STORY
Kelly Adams, B. Comm., CLU, ChFC, CFP, FEA, Past Chair, CALU Board of Directors, Chairman, Barrington Wealth Partners Inc.; Principal, Adams Wealth Advisory Inc.
Taleb Abidali, Principal, Cresco
Zainab Abidali, HR, Cresco
Hossein Mousavi, Principal, Cresco

11:30am – 12:30pm: MEET THE PRODUCER
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.