2022 Conference & AGM – Event registration policy

  1. Conference registration entitles participants to attend all main platform and workshop sessions at the in-person event, as well as participant materials, CE certificates (subject to approval), and all meals and receptions listed in the program. Registration does not include accommodations, non-program related meals, travel or any other expenses that may be incurred by participants.
  2. To accommodate those members who are not able to travel, CALU will also live broadcast the main platform sessions virtually to remote participants. Members who wish to watch virtually need to select the checkbox on the registration form. If members wish to change their selection between attending in-person vs virtually, they can do so up until April 19, 2022 by emailing calu@calu.com.
  3. Conference registration includes access to watch online on-demand recordings of the main platform and workshop sessions for a limited period of time following the event. Please note that it can take one week or more after the event for on-demand recordings to be made available.
  4. CALU will make all reasonable efforts to secure Continuing Education (CE) course approval for the event from the following jurisdictions: 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). Please note that CALU cannot guarantee CE course approval, nor the quantity of CE credits to be allocated.
  5. In order to receive CE certificates (subject to course approval), participants must attend for the duration of each session and must follow the directions provided for scanning in and out of sessions. Remove/virtual participants must use their real names and the email address associated with their CALU membership in the virtual event platform.
  6. All presenters who are also CALU members are required to register and pay for the event.
  7. Registration fees must be paid online by credit card (VISA or MasterCard) at the time of registration. Any bank charges for disputed credit card charges must be paid by the participant and not CALU. Registration fees for events are subject to applicable taxes based on the province of the event. CALU will send a confirmation email after full payment has been received and processed.
  8. Refunds, cancellations and transfers are not permitted. If a registrant is not able to attend the event in-person, they may choose watch remotely as noted above (#2).
  9. Business attire is required for the opening reception and banquet on Sunday evening, as well as for the parliamentary and networking reception on Monday evening. The dress code for all other sessions is business casual.
  10. CALU reserves the right to make alterations without notice to the content, sessions, speakers, timing, venue/platform or date of the conference compared to the advertised program.
  11. All CALU members and event participants are expected to comply with the Human Rights Code, and the Citizenship and Multiculturalism Act and shall not discriminate by reason of race, religious belief, colour, gender, mental or physical disability, marital status, ancestry, age, place of origin, family status, source of income or sexual orientation. Participants who do not adhere to this code of conduct may be removed from the event at CALU’s discretion without notice and without compensation.
  12. All CALU members and event participants must conduct themselves in a harassment-free manner, where harassment is interpreted as unwelcome conduct, comment, gesture, contact, or intimidating and offensive behaviour likely to cause offence or humiliation, whether it is towards another member, guest, speaker, or other person. Such conduct will not be tolerated and will result in prompt and appropriate action, including but not limited to removal from the event. The matter may also be referred to the Board of Directors for action under section 3.05 of the CALU By-laws in relation to Discipline.
  13. Members and guests are required to act in a professional and responsible manner at all times. Any individual whose behaviour is unduly influenced by drugs or alcohol will be subject to appropriate action including removal from the event.
  14. All public health requirements that are in effect at the time of the event will be observed, in particular any COVID-19 restrictions mandated by the Government of Ontario. All event participants are also welcome to take additional protective health measures (e.g., mask wearing, physical distancing, rapid testing) at their own discretion regardless of government mandates. Any CALU member or event participant who contravenes the public health requirements, or who harasses another participant for taking additional protective measures, will be subject to appropriate action including removal from the event.
  15. CALU may record photographs, audio, and/or video during the event and may use them in its newsletters or promotional materials whether in print, electronic format or other media, including the CALU website. By participating in the event, you grant CALU the right to use your name, photograph and/or video recording for such purposes. If you have concerns about this, please email directly.
  16. By registering for this event, you consent to have your full name (as specified for your name badge) published in a list of participants that will be made available to other registered participants, for example via an event app.
  17. CALU may at its discretion share contact and registration information for all participants with those third-party service providers who are under contract with CALU to deliver services for and/or support this event. Only that specific and relevant information that is necessary to fulfill the functions of those contracts and ensure a smooth delivery of the event will be shared with and used by those third party providers.
  18. For any questions, please contact CALU at calu@calu.com or 613-505-9632 ext 0.