2024 Conference & AGM
Session
Tuesday, May 7 @ 12:00 pm – 2:15 pm ET
Lunch with CRA/Finance Roundtable and debrief
A regular session at the Conference & AGM, the CALU CRA-Finance Roundtable provides officials from the Canada Revenue Agency and Finance Canada with the opportunity to respond to member questions relating to tax interpretation, administration and policy. This session always provides important insights on tax related issues that impact CALU members and clients. Moderators Florence Marino and Kevin Wark will also provide a debrief immediately after the session where they will offer additional background/commentary on the covered topics.
CE Credits
The following list of CE credits available, subject to course approval (T = tentative)
- Institute for Advanced Financial Education (Advocis) –
- FP Canada –
- Alberta Insurance Council –
- Insurance Councils of Saskatchewan –
- Insurance Council of Manitoba –
- Chambre de la sécurité financière (Québec) –