2024 Conference & AGM


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) –


Florence Marino
VP, Tax and Estate Planning
Tompkins Insurance
Kevin Wark, LL.B, CLU, TEP
Tax Advisor
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


2024 Conference & AGM Registration