Leadership matters

CALU is synonymous with leadership. Through our membership, we are leaders across the country and in our own communities. Leaders in insurance, in business, in estate planning. We are mentors, we are advocates, and we lead by example. Which is why we are pleased to announce an exciting program under the theme of “Leadership matters | Le leadership, ça compte” that delves into the importance of leadership and what it means to be a leader in today’s world.

Review the 2022 Conference & AGM 2022 program below which features inspiring speakers, expert panel discussions, interactive workshops and a variety of networking opportunities.

3:00 pm – 4:30 pm: The generational divide: legacy and opportunity

5:30 pm – 6:00 pm: New Members’ Reception

By invitation only

6:00 pm – 7:00 pm: Opening reception

7:00 pm – 9:30 pm: Opening banquet with keynote speaker The Hon. Lisa Raitt, P.C.

8:00 am – 9:00 am: Breakfast and networking

9:00 am – 9:30 am: CALU 2022 Welcome

9:30 am – 10:30 am: Get big things done: The power of connectional intelligence

10:30 am – 11:00 am: Networking break

11:00 am – 12:00 pm: Concurrent workshops I

Insurance masterclass: Client conversations

Ethics and social media: To post or not to post

High-Net-Worth living benefit opportunities exist?!

12:00 pm – 12:45 pm: Lunch

12:45 pm – 1:30 pm: Annual Meeting of Members

1:30 pm – 1:45 pm: Networking break

1:45 pm – 2:45 pm: Post-pandemic economic and financial outlook

2:45 pm – 3:00 pm: Networking break

3:00 pm – 4:00 pm: Risk, loss, legacy

4:00 pm – 4:30 pm: A conversation with the Hon. Candice Bergen

5:30 pm – 7:30 pm: Parliamentary and networking reception

7:30 am – 9:00 am: Pancakes and Politics

9:00 am – 9:15 am: Advocis update

  • Rob Eby, CFP, RRC, Chair, Advocis, The Financial Advisors Association of Canada; Executive Financial Consultant, Rob Eby & Associates Private Wealth Management

9:15 am – 10:15 am: Concurrent workshops II

Stop Frankensteining it

The future of work (CANCELLED)

The future of work” workshop has been cancelled because the speaker is ill. The workshop will be recorded at a later date and made available to all registrants. We apologize for any inconvenience. The Employee Benefits Issue Group is organizing an informal group discussion in its place for May 3 at 9:15 am in Governor General I/II. There will be no CE credits for this discussion.

Long Term Care Insurance is gone, what’s next?

10:15 am – 10:30 am: Networking break

10:30 am – 11:30 am: The greatest leaders do things differently

12:00 pm – 12:45 pm: Lunch

12:45 pm – 2:15 pm: CRA-Finance roundtable

2:15 pm – 2:45 pm: Networking break

2:45 pm – 3:45 pm: Leadership through innovation: Insights from disruptors

4:30 – 5:30 pm: Founding & Charter Members Reception

8:00 am – 9:00 am: Breakfast and networking

9:00 am – 10:00 am: Concurrent workshops III

Best practices for leveraging with life insurance

Disability & mental health learnings through COVID and beyond

Tips and traps for Canadians with U.S. 401(k)s and IRAs

10:00 am – 10:30 am: Networking break

10:30am – 11:30 am: The world according to accountants

11:30 am – 12:30 pm: Meet the Producers