Begin Registration: CLHIA 2025 Tax Officers Annual Conference

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REGISTERATION REQUEST

1Begin Registration
2Confirmation

Please fix the following errors:

Thank you for being a sponsor!

Review the sponsorship package before completing this form. Need help? Learn more about how to apply.

Registration information

Registration typePotential Conference Attendee

Speaker information
Thank you for being a speaker. Enter the information as how you would like it to appear in the conference agenda including your name, job title and company. Your photo and bio will be included in conference materials.

Sponsorship application information

Please fill out the sponsorship application form below. You will be prompted for payment by credit card or EFT on the next page. Applications are considered confirmed once payment is received.

Registration for on-site representatives will open in June 2025. The applicant will receive instructions on how to complete representative registration from the CLHIA.

Already applied?
You can modify your registration by editing any of the fields below and click continue to save them.

Sponsorship application information

Your on-site company representative should complete this application. If you don't know who your on-site sponsor representative is right now, apply as yourself for now. We can replace you with your on-site representative's information later, or you can add them as a representative when general registration opens in June 2025. Instructions will be emailed to you at that time.

The deadline to register your sponsor representative is Wednesday, August 13, 2025.

Applicant information

Full name of the person you are substituting for

Enter the name of the person whose paid registration is being transferred to you

Company or person you are a guest of

Enter the full name of the person who is bringing you to the special event

Email address

First name

As you want it to appear on your badge

Last name

As you want it to appear on your badge

Phone number

Job title

Company name

Company website

Will you be attending the conference?

Yes, I will be on-site as a company representative

I don't know yet

Sponsorship details

Has your company been a sponsor of this conference in the past five years?

Yes

What year did you participate as a sponsor?

2024 (PEI)

2023 (Kelowna)

2022 (Montreal)

2021 (Virtual)

2020 (Virtual)

Sponsor representative details

Are you attending the welcome reception?

Included in your conference pass. Scheduled for Monday, September 16. More details to come!

Are you attending the special event?

The evening special event happening on Tuesday, September 17 is included with your conference pass. More details to come!

Do you have any food allergies and/or restrictions?

Yes

We will work with all venues to accommodate your dietary restrictions as best as possible. Please select all that apply:

Gluten free

Kosher

Halaal

Vegan

Vegetarian

Pescatarian

Other food allergies or restrictions not listed above

Please provide details of your food allergies and/or restrictions

Accessibility
We strive to host inclusive, accessible events that enable all individuals, including individuals with disabilities, to engage fully. To request an accommodation or for inquiries about accessibility, please contact events@clhia.ca

Emergency contact
Please indicate who we can contact in case of an emergency.

Full name

Relationship

Phone number

Email address

Use my profile picture from last year

Yes! Use what you have on file

No, I will provide a new one

I will upload it later

Profile picture

Upload your profile picture in high-res JPEG or PNG format. The photo will be included in conference materials.

Use my speaker biography from last year

Yes! Use what you have on file

No, I will provide a new one

I will upload it later

Speaker biography

Will you have a presentation to upload for your session?

Yes – I will upload it

Yes – My co-presenter will upload it

Yes and it is larger than 30 MB; send me upload instructions

Attach your presentation

Please upload a PPT no larger than 30 MB. If your presentation isn't ready now you can upload it before the due date by logging back into your registration account.

Do we have permission to post your presentation in PDF to the CLHIA Event app as well as our members' only website?

Yes

Do we have permission to post your presentation in PDF to the CLHIA Event app before your session for audience's pre-reading?

Yes

Speaker's assistant's first and last name (if applicable)

Assistant's phone number (if applicable)

Assistant's email address (if applicable)

Attestation for conference applicants

I attest that I am directly employed by a company that sells life and health insurance products in Canada and is a member or industry associate of the CLHIA.

I do not work for a CLHIA member company but I would like my eligibility reviewed.

Registrant details

Are you attending the welcome reception on Monday Sept. 15 at Queens Landing Hotel?

Included in your conference pass.

Are you attending the special event on Tuesday Sept. 16 at Château des Charmes?

The evening special event is included with your conference pass. More details on the website.

Do you have any food allergies and/or restrictions?

Yes

We will work with all venues to accommodate your dietary restrictions as best as possible. Please select all that apply:

Gluten free

Kosher

Halaal

Vegan

Vegetarian

Pescatarian

Other food allergies or restrictions not listed above

Please provide details of your food allergies and/or restrictions

Breakout selection

Please indicate which breakout you are interested in attending during the following timeslots. You can skip this question if you don’t plan to attend any of the breakouts, are not on-site as a company representative, or are just attending the special event.

Review more details on the agenda. You can change your selections at any time.

Choose a breakout

Select session	Name	Time
Wednesday, September 17, 2025
1A - Policyholder Taxation Hot Topics	1A - Policyholder Taxation Hot Topics	9:25 AM - 10:15 AM
1B - OECD Pillar II – Practical Implementation and Reporting Update	1B - OECD Pillar II – Practical Implementation and Reporting Update	9:25 AM - 10:15 AM
2A – Technical considerations for segregated funds, annuities, and non-residents	2A – Technical considerations for segregated funds, annuities, and non-residents	10:15 AM - 11:05 AM
2B - OECD Pillar II – Global and strategy updates	2B - OECD Pillar II – Global and strategy updates	10:15 AM - 11:05 AM
3A - Indirect Tax Hot Issues: An advisor and client perspective	3A - Indirect Tax Hot Issues: An advisor and client perspective	1:10 PM - 2:00 PM
3B - U.S. Corporate Tax Update—Where Do We Go From Here?	3B - U.S. Corporate Tax Update—Where Do We Go From Here?	1:10 PM - 2:00 PM
4A –Practical Legal Tips (Commercial/Tax Dispute/Litigation) for Dealing with Trending GST/HST Audit Issues affecting the Insurance industry	4A –Practical Legal Tips (Commercial/Tax Dispute/Litigation) for Dealing with Trending GST/HST Audit Issues affecting the Insurance industry	2:00 PM - 2:50 PM
4B - Looking Beyond the Transfer Pricing Policy	4B - Looking Beyond the Transfer Pricing Policy	2:00 PM - 2:50 PM

Travel and Accommodations

To better understand your travel and accommodation needs, and to help us improve our room block management for this and future conferences, please let us know your hotel and travel plans.

Which city will you be travelling from/to for this conference?

Will you be booking a room at the host hotel?

Could you please share why you chose not to book a room at the host hotel?

Please specify:

Marketing details
Please provide details about your company and contact details for the person responsible for your marketing. This person will be emailed information about how to manage your company's content in the event app and other details related to executing marketing-related benefits.

How do you want your company name displayed in conference material?

This name will appear the event website, app and onsite.

Company description
Max. 300 words

Upload your company's logo

We accept EPS, PNG and JPG formats

Name of your marketing contact

Email address of your marketing contact

Consent to share contact information
Do you consent to share your name, title, email and company with the sponsors of the 2024 Tax Officers Conference for networking purposes?

Share my information

Yes

Emergency contact
Please indicate who we can contact in case of an emergency.

Full name

Relationship

Phone number

Email address

Agreement to terms and conditions
By checking "I agree" I confirm that my company is to be a sponsor of the CLHIA 2025 Tax Officers Annual Conference and that my company will adhere to the terms and conditions of the sponsorship agreement and understanding the cancellation policy noted on the invoice.

Terms and conditions

I agree

I consent to receive emails about future CLHIA events and other marketing related opportunities. I understand I can unsubscribe at any time.

Contact me

Do not contact me

Social media
CLHIA staff will be taking photos and video content for use in social media and other platforms to promote this and future events. By completing this agreement, you consent to participate in this. However, we take your privacy and intellectual property concerns very seriously. If you have any concerns about your image or that of your company’s logo or assets being used, please contact events@clhia.ca.

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