Take a look at our past events

Benefit from a virtual learning experience through our on-demand recordings.

On-demand recordings

All on-demand recordings will be available to event registrants at calu.luma.one. Existing users, your username is your email address. Your profile will be updated to include new video access. You can also click “Forgot password” to reset your password if needed.

If you have any questions, please contact calu@calu.com.

2024 Events

May 5-8, 2024

View Summary chart of CE.

Session recordings are available on Luma1 platform for viewing (not for CE).

  • Practice Management Workshop: Documentation & Delegation Re-Imagined
  • Preparing for the Unexpected: How to Manage Through Complexity and Change – Chris Hadfield, OC, OOnt, MSC, CD
  • The World at a Crossroads – David McWilliams
  • Minister of National Revenue – The Honorable/L’honorable Marie-Claude Bibeau, PC, MP/CP
  • Human Implications of Generative AI – Radhika Dirks, PhD
  • Parliamentary Budget Officer – Yves Giroux
  • Address from Official Opposition – Jasraj Singh Hallan, MP
  • Pancakes and Politics
  • Address from NDP – Peter Julian, MP
  • AI at the Carrier Level
  • CRA/Finance Roundtable and Debrief
  • Pundits Panel
  • Modern Participating Funds Management (Par Funds Panel)
  • Family Story Presentation – A Great First-generation Canadian Business Succession Story
  • Meet the Producer
  • CALU Talks – Podcasting
  • CALU Talks – CALU Mentorship Program
  • CALU Talks – CRM

Speakers:

  • Kevin Wark, LL.B, CLU, TEP, Managing Partner, Integrated Estate Solutions & Tax Advisor, CALU
  • Glenn Stephens, LLB, TEP, FEA, Tax Consultant

Program:

Learn about the tax rules designed to prevent income splitting and the planning opportunities available to families and businesses to reduce their overall tax bill.

  • Tuesday March 12, 2024 from 1:00 pm to 3:00 pm ET
  • Thursday March 21, 2024 from 1:00 pm to 3:00 pm ET

The recording of both webinars will be available to registrants, on the Luma1 platform, at no charge following the event to the end of 2024.

Session recordings are available on Luma1 platform for viewing

Program:

Jan 24, 2024: 12:30 – 1:00 PM ET

Beneficiary Designations and Secret Trusts:
Do you want to know a secret? These types of trusts impact life insurance beneficiary designations. Learn key takeaways to strengthen your technical expertise and avoid the pitfalls of poor planning.

Presenter:
Sanjana Bhatia – Director, Tax and Insurance Planning (Sunlife)

Feb 21, 2024: 12:30 – 1:00 PM ET

Backstage Pass to Reinsurance
Get to know firsthand the who, what, where and when of reinsurance. If you’re a superfan of life insurance, you’re in for a treat. Only some people get access to the story behind the scenes…and this is your chance.

Presenters:

Michael Correa – SVP, Reinsurance Solutions (Munich Reinsurance)

Chris Connelly – VP, Distribution Solutions (Munich Reinsurance)

April 10, 2024: 12:30 – 1:00 PM ET

The U.S. Version of the Exempt Test:

It’s a whole new world! The tips and traps of the U.S. version of the exempt test are explained with updates on recent changes that open up opportunities for Canadian life insurance policies.

Presenters:

Taylor Mumford – Senior Analyst, Actuarial (GBL)

Navaz Cassam – President & Chief Actuary (GBL)

2023 Events

November 8, 2023

Session recordings available to watch on Luma1:

  • Tax and Estate Update
  • Complex insurance strategies
  • Navigating the AMT changes
  • What’s New in Taxpayer Reporting

Presentation slides from each session are attached to the on-demand videos for download.

May 7 – 10, 2023

Session recordings are now available to watch on Luma1:

The top geopolitical risks of 2023 – Evan Solomon (expired June 25, 2023)

Armchair discussion with Terry Beech

New world, new rules – Lital Marom (expired June 25, 2023)

Life beyond the capital dividend account – The new intergenerational transfer rules

Trends in Underwriting

Address by Melissa Lantsman, Deputy Leader of the Conservative Party of Canada

Pancakes and politics

Advocis update

Address by Peter Julian, M.P. and House Leader and Deputy Critic for Finance for the NDP

Client communications in times of crisis and loss – Amy Florian (expired June 25, 2023)

Tax and Estate planning

Pundits Panel

Participating insurance – An actuarial perspective

Meet the Producers: Iqbal Amiri, Al Jones and Elke Rubach, hear their tremendous stories & obstacles conquered

Implementing tomorrow’s dream today

Handouts that were available during conference are available to download with each video

Speakers:

  • Kevin Wark, LLB, CLU, TEP, Managing Partner, Integrated Estate Solutions & Tax Advisor, CALU
  • Glenn Stephens, LLB, TEP, FEA

In this two-part webinar series open to both CALU members and guests, Kevin Wark and Glenn Stephens used a series of case studies to preview the contents of the best selling and newly updated The Essential Canadian Guide to Estate Planning (3rd Ed) by Kevin Wark, which covers estate planning issues applicable to families and business owners.

Part 1 of this series took place on Tuesday, March 21, 2023 from 1:00 pm to 3:00 pm ET, and reviewed an estate planning case study involving a HNW family. Planning essentials such as minimizing taxes on death, U.S estate taxes, will and probate planning, powers of attorney for property and personal care, inter vivos trusts, philanthropy and life insurance will be discussed. Expected number of CE credits for Part 1 = 2.0.

Part 2 of this series took place on Tuesday, March 28, 2023 from 1:00 pm to 3:00 pm ET, and used two case studies to review the planning essentials for business owners including topics such as family-owned vs arm’s length businesses, shareholder agreements, will planning, estate freezes, philanthropy and corporate owned life insurance. Expected number of CE credits for Part 2 = 2.0.

2022 Events

November 22 & 23, 2022

View the CE summary chart for an updated list of CE credits available for each session.

May 1 – 4, 2022

View the CE summary chart for an updated list of CE credits that were available for each session.

View the full program.

March 1/9, 2022

Speakers:

  • Kevin Wark, LLB, CLU, TEP, Managing Partner, Integrated Estate Solutions & Tax Advisor, CALU
  • Glenn Stephens, LLB, TEP, FEA, Vice-President, Planning Services, PPI Advisory

In this two-part webinar series open to both CALU members and non-members, Kevin Wark and Glenn Stephens will review the contents of a new publication, The Essential Canadian Guide to Insured Buy-Sells by Kevin Wark, which delves into a number of technical and non-technical topics relating to insurance-funded buy-sell agreements.

Part 1 of this series, held on Tuesday, March 1, 2022 from 2:00 p.m. to 4:00 p.m. ET, will discuss the value of life insurance funding in relation to other funding mechanisms for buy-sell agreements, considerations in using personal vs. corporate owned life insurance and essential life insurance clauses in buy-sell agreements. Expected number of CE credits for Part 1 = 2.0.

Part 2 of this series, held on Wednesday, March 9, 2022 from 2:00 p.m. to 4:00 p.m. ET, will discuss in some detail the tax rules that govern corporate and partnership buy-sell arrangements funded by life insurance, the main types of buy-sell structures and their related tax consequences, and special considerations for family-owned businesses. Expected number of CE credits for Part 2 = 2.0.

Questions?

Please contact us at calu@calu.com.

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