Program

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

9:00 am – 9:30 am: CALU 2022 Welcome

• Catherine Clark
  Professional Master of Ceremonies, Catherine Clark Communications Inc
• Kelly Adams, B. Comm., CLU, ChFC, CFP, FEA
  Vice-Chair, CALU Board of Directors; Chair, CALU 2022 Conference & AGM; Chairman, Barrington Wealth Partners Inc.; Principal, Adams Wealth Advisory Inc.

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

• Erica Dhawan, Award winning keynote speaker & author

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

• Stephen Poloz, Special Advisor, Osler; Former Governor of the Bank of Canada
• Moderator: Robert Houle, BA, MPA, CFP, CLU, CH. F.C, RPA
  Vice President, Capcorp Financial

2:45 pm – 3:00 pm: Networking break

3:00 pm – 4:00 pm: Risk, loss, legacy

• Brent Peacock, BA, CHS, Partner, Peacock Sheridan Group
• Brian McGuire, BA, CFP, Partner, Peacock Sheridan Group
• Moderator: Roger Sinclair, CFP, Partner, SBW Wealth Management

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

• The Hon. Candice Bergen, P.C., M.P. (Portage-Lisgar, Manitoba), Leader of the Official Opposition, Interim leader of the Conservative Party of Canada
• Moderator: Kate Pal, B.Comm, CLU, CFP, FEA, CHS, Pal Insurance Services Limited

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

• Julie Dzerowicz, M.P. (Davenport, Ontario), Liberal Member of the Standing Committee on Finance
• The Hon. Ed Fast, P.C., M.P. (Abbotsford, British Columbia), CPC Shadow Minister for Finance, Member of the Standing Committee on Finance
• Daniel Blaikie, M.P. (Elmwood-Transcona, Manitoba), NDP Critic for Finance, Member of the Standing Committee on Finance
• Moderator: Robert McCullagh, CFP, CLU, CH.F.C, RHU, Secretary-Treasurer, CALU Board of Directors; Financial Advisor, Benefit Planners Inc.

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

• Jean François Ménard, Mental Performance Coach and Bestselling Author

12:00 pm – 12:45 pm: Lunch

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

• Mélanie Beaulieu, Director, Financial Industries and Trusts, Canada Revenue Industry
• Andrew Donelle, Senior Director, Tax Legislation, Finance Canada
• Lauchlin MacEachern, Director, Domestic Corporations and Resource Income, Tax Legislation, Finance Canada
• Trevor McGowan, Director General, Tax legislation, Department of Finance
• Bob Naufal, CPA, Manager, Financial Institutions Section, Income Tax Rulings Directorate, Canada Revenue Agency
• Angela Ross, TEP, LL.B., Principal, Tax Services, PricewaterhouseCoopers LLP
• Kevin Wark, LL.B, CLU, TEP, Tax Advisor, CALU

2:15 pm – 2:45 pm: Networking break

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

• Tarsem Basraon, Co-founder, Planworth
• Carlos Benfeito, Chief Technology Officer, Breathe Life
• Charlie Conron, President, Life Design Analysis
• Moderator: Jake Sheehan, CLU, FEA, Advisor, Life Design Systems

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

• James MacGowan, FCPA, FCA, TEP, Tax expert; Retired from Deloitte
• Kelly Adams, B. Comm., CLU, ChFC, CFP, FEA, Vice-Chair, CALU Board of Directors; Chair, CALU 2022 Conference & AGM; Chairman, Barrington Wealth Partners Inc.; Principal, Adams Wealth Advisory Inc.

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

• Kate Pal, B.Comm, CLU, CFP, FEA, CHS, Pal Insurance Services Limited
• Jeremy Reinbolt, CLU, CIM, President & Chief Financial Advisor, Videre Financiers Inc.
• Mark Therriault, CFP, CIM, CSC, Partner, Nicola Wealth Management
• Moderator: Murray Neilson, CFP, CLU, CH.F.C., FEA, Business Development, Nicola Wealth Management