Take a look at our past events
CALU events offer a hybrid model for 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 would like to purchase access to specific videos or have other questions, please contact calu@calu.com.
2023 Conference & AGM daily snaps
2023 Events
May 7 – 10, 2023
Session recordings are now available to watch on Luma1 (only available for 2 months following the conference):
The top geopolitical risks of 2023 – Evan Solomon (expires June 25)
Armchair discussion with Terry Beech
New world, new rules – Lital Marom (expires June 25)
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 (expires June 25)
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 will be 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 will use 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.
All session recordings are available to watch on LumaOne.
Handouts that were available during conference will be available to download with each videoMay 1 – 4, 2022
View the CE summary chart for an updated list of CE credits available for each session.
View the full program.
Session recordings available to watch on LumaOne:
- Get big things done – Erica Dhawan (expired June 10/22)
- The greatest leaders do things differently – Jean François Ménard (expired June 10/22)
- A conversation with the Hon. Candice Bergen
- Advocis update 2022
- CRA-Finance roundtable 2022
- Leadership through innovation: Insights from disruptors
- Meet the Producers 2022
- Opening banquet with keynote speaker The Hon. Lisa Raitt, P.C.
- Pancakes and Politics 2022
- Post-pandemic economic and financial outlook
- Risk, loss, legacy
- The generational divide
- The world according to accountants
- Disability & mental health learnings through COVID and beyond
- Best practices for leveraging with life insurance
- Insurance masterclass: Client conversations
- Stop Frankensteining it
- HNW living benefit opportunities exist?!
- Long Term Care Insurance is gone, what’s next?
- Ethics and social media: To post or not to post
-
Tips and traps for Canadians with U.S. 401(k)s and IRAs
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.
2021 Events
November 23-24, 2021
Selected sessions from the virtual 2021 Conference & AGM are available to registered attendees for on-demand viewing at calu.luma.one. CE credits are available. Please contact calu@calu.com to purchase access or for more information.
Session recordings available to watch on LumaOne:
- Association update & trends in technology
- 411 on life insurance shares
- Value-driven conversations
- Pension commutation – tips and traps
- Shared Ownership Critical Illness
- Pundits Panel (no longer available)
- US issues in Canadian post mortem planning
- Charitable gifting – why now?
- Tax and estate update
- Bill C-208 – intergenerational transfers and changes to section 84.1 of the Income Tax Act
Please view the program for an updated list of CE credits available for each session.
Handouts that were available during conference will be available to download with each video.
September 23, 2021
Elliot Hughes, Daniel Perry and Alon Faitelis from Summa Strategies discuss the results of the 2021 federal election in the context of CALU’s public policy priorities. This webinar was recorded and is available on-demand and free-of-charge to all members at calu.luma.one.
July 27, 2021
Elliot Hughes, senior advisor with Summa Strategies, and Guy Giorno, partner and leader of political law at Fasken, share their insights and best practices for how you — a valued CALU member — can engage in grassroots advocacy and be the voice of the industry. This webinar was recorded and is available on-demand and free-of-charge to all members at calu.luma.one. 1.0 CE credits available for the Institute only.
May 4-5, 2021
Selected sessions from the virtual 2021 Conference & AGM are available to registered attendees for on-demand viewing at calu.luma.one. CE credits are available. Please contact calu@calu.com to purchase access or for more information.
March 2021
Kevin Wark and Glenn Stephens demystify the new tax rules and CRA interpretations that are adding complexity to life insurance transfers. Registration includes a complimentary PDF guide. Currently available for on-demand viewing at calu.luma.one. CE credits are available. Please contact calu@calu.com to purchase access or for more information.
2020 Events
September 23, 2021
October 14, 2020 – Pundits Panel: An Encore Presentation
November 18, 2020 – Battling Complexity with Expertise
September 2, 2020 – Value of Advice – The CALU Value of Advice Research Project with BEworks: Applying the Research to your Practice
September 30, 2020 – The New Philanthropy (Formerly Charitable Gifting)
September 30, 2020 – Leveraged Life Insurance – The Good, the Bad, the Ugly
October 21, 2020 – Practical Side of Insurance Planning Strategies
October 21, 2020 – Pre-Mortem Planning and Pipeline for 2020 and Beyond – What Really Happens?
August 26, 2020 – IPPs — Who is the Strategy Appropriate For?
August 26, 2020 – Exchange Traded Funds – Myths Explained and Understanding How Advisors are Using Them
August 26, 2020 – RDSPs – An Underserved Market, an Opportunity for Advisors
March 2021
Kevin Wark and Glenn Stephens demystify the new tax rules and CRA interpretations that are adding complexity to life insurance transfers. Registration includes a complimentary PDF guide. Currently available for on-demand viewing at calu.luma.one. CE credits are available. Please contact calu@calu.com to purchase access or for more information.
September 16, 2020 – Breathing Life into Your Living Benefits Sales
September 16, 2020 – The Future of Long-Term Care in Canada – Time to Act!
October 7, 2020 – Future Proofing the Employee Benefits Practice
October 7, 2020 – Voluntary Benefits – Battle for the Plan Member
October 7, 2020 – Employee Benefits – Industry Update
October 28, 2020 – Strategies to consider during the economic downturn
October 28, 2020 – Business Sale Planning
October 28, 2020 – Tax Update
Questions?
Please contact us at calu@calu.com.
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