Agenda

Sessions and times are subject to change. All sessions happen in the time zone of the event.

Monday, September 16, 2024
5:00 PM - 7:30 PM
Registration & Information desk open
 
5:30 PM - 7:30 PM
Welcome to PEI! Meet and greet.
 
Tuesday, September 17, 2024
7:15 AM - 4:30 PM
Registration & Information desk open
 
7:30 AM - 8:30 AM
Breakfast
 
8:30 AM - 8:40 AM
Conference Opening Remarks
Christine Walter - Sun Life
8:40 AM - 9:15 AM
Session 1: CLHIA Priorities, the State of Life Insurance Industry and Future Outlook
Noeline Simon - CLHIA
Michel Allain - Assumption Mutual Life Insurance Company
9:15 AM - 9:45 AM
Session 2: Fraud Prevention in Life Insurance Industry
Joanne Bradley - CLHIA
9:45 AM - 10:05 AM
Networking Break
 
10:05 AM - 10:45 AM
Session 3: Recent Corporate Tax Cases
Margaret Nixon - Stikeman Elliott
Jonathan Willson - Stikeman Elliott
10:45 AM - 11:40 AM
Session 4: Perspective on the Post IFRS 17 World
Susan Beuerman - Manulife
Owen Thomas - PwC Canada
Greg Dilworth - Sun Life
Carolyn Ling - ivari
11:40 AM - 12:10 PM
Session 5: Corporate tax – Legislative Updates
Reza Fini - PwC Canada
Michael Sturino - PwC Canada
12:10 PM - 1:10 PM
Lunch
 
1:10 PM - 2:00 PM
Session 6: Hot Indirect Tax Issues: an industry perspective
Sophia Chen - Sun Life
Tariq Nasir - EY
Amrita Abraham - Scotiabank
2:00 PM - 2:45 PM
Session 7: Challenges and Opportunities in Navigating CRA Audits and Appeals
Ryan Bousquet - Canada Revenue Agency
Pooja Mihailovich - Osler, Hoskin & Harcourt LLP
Christian Charron - Canada Revenue Agency
2:45 PM - 3:00 PM
Networking Break
 
3:00 PM - 3:30 PM
Session 8: The Role of the Federal Court of Appeal in Tax Disputes and the Evolving Landscape
Marc Noël - Osler, Hoskin and Harcourt LLP
3:30 PM - 4:05 PM
Session 9: Hot Tax Tips for Investors - 2024 edition!
Jamie Golombek - CIBC Private Wealth
4:05 PM - 4:40 PM
Session 10: Using SR&ED to Spark Insurance Innovations
Leroy Dougherty - Ryan
4:40 PM - 4:45 PM
Wrap up Day 1
Anastasiya Matrosova - CLHIA
6:00 PM - 10:00 PM
Special Event – Peake's Quay
 
Wednesday, September 18, 2024
7:15 AM - 2:45 PM
Registration & Information desk open
 
7:30 AM - 8:30 AM
Breakfast
 
8:30 AM - 8:40 AM
Day 2 - Opening Remarks
Ladelle Baar - Canada Life
8:40 AM - 9:25 AM
Session 11: Policyholder Tax Landscape
Ladelle Baar - Canada Life
Hemal Balsara - Manulife Financial
Hedwich O'Neill - Manulife
9:25 AM - 10:20 AM
Session 12: OECD Pillar II – Impact on the Insurance Business
Jasdeep Johal - Deloitte LLP
Shirley Chiu - KPMG
Brian Ernewein - KPMG
10:20 AM - 10:35 AM
Networking Break
 
10:35 AM - 11:20 AM
Session 13: OECD Pillar II – Reporting and Compliance
Ash Goel - Manulife
Megan Seto - Deloitte LLP
Michael Sturino - PwC Canada
11:20 AM - 12:05 PM
Session 14: US Corporate Tax Updates
William Pauls - Deloitte LLP
Kristan Rizzolo - Eversheds Sutherland (US) LLP
12:05 PM - 1:05 PM
Lunch
 
1:05 PM - 1:50 PM
Session 15: Tax Controversy
Roberto Coelho - KPMG
Mark Tonkovich - Blake, Cassels & Graydon LLP
1:50 PM - 2:40 PM
Session 16: Indirect Tax – Case Law, Litigation and Budget Updates
Alan Kenigsberg - Osler, Hoskin & Harcourt LLP
Simon Proulx - KPMG
D'Arcy Schieman - Deloitte LLP
2:40 PM - 2:45 PM
WRAP UP DAY 2
Noeline Simon - CLHIA
Thursday, September 19, 2024
7:15 AM - 11:00 AM
Registration & Information desk open
 
7:30 AM - 8:30 AM
Breakfast
 
8:30 AM - 8:35 AM
Day 3 - Opening Remarks
Sophia Chen - Sun Life
8:35 AM - 9:25 AM
Session 17: Transfer Pricing Update
Inna Golodniuk - Deloitte LLP
Andrew Paton - PwC Canada
Andrew Clarkson - EY
9:25 AM - 10:05 AM
Session 18: The Role of AI in Tax
Susie Cooke - KPMG
Margarita Volkova - KPMG
10:05 AM - 10:20 AM
Networking Break
 
10:20 AM - 11:05 AM
Session 19: GAAR Update
Kevin Yip - Fasken Martineau DuMoulin LLP
Richard Johnson - Torys LLP
11:05 AM - 11:15 AM
Session 20: Tax Officers Sections AGM
Christine Walter - Sun Life
11:15 AM - 11:20 AM
Closing Remarks
Matthew MacInnis - Manulife