BREAKFAST SESSION (optional): Financial Literacy Jeopardy
Begin your morning with some fun! Join us as we play financial literacy jeopardy. Come out and test your knowledge!
Speaker: Shubneet Lotay, Midwest Fabricators Ltd.
INDIGENOUS WELCOME & OPENING REMARKS
OPENING REMARKS - Joint presentation with CPA Canada, CPA Alberta and the Financial Consumer Agency of Canada (FCAC)
Speakers:
Herman Yellow Old Woman, Siksika Nation
Doretta Thompson
;
Pamela Steer
;
Judith Robertson
PLENARY SESSION: The changing financial conditions of households
Join the Chief Economic Advisor of Statistics Canada and CPA Canada's Chief Economist for an insightful panel discussing the financial state of Canadian households.They'll analyze current data to offer insights on the financial realities facing different socio-demographic profiles of Canadians.
Moderator: Leanne Gawley, Leanne Gawley Executive Coaching and Shell Canada Limited
Speakers:
Guy Gellatly
;
David-Alexandre Brassard
PLENARY SESSION: Life-stage segmentation and value of advice
In this session we explore the behavioural analysis that defines unique groups of financial consumers at various life stages. Additionally, we will explain the causal relationship of different advice factors at those life stages that improve financial outcomes for Canadians. As part of this session, we will also show the lasting impact of Covid-19 on the behaviour of financial consumers.
Moderator: Gord Beal, CPA, CA, CPA Alberta
Speakers:
Rob Grein, PMG Intelligence
Michael Banham
LUNCH
LUNCH ADDRESS: Retirement - A privilege or a right?
How have Canadian perceptions on retirement changed given global events such as the pandemic, impact of climate change, changes to the economy, and an increasing demand for labour? Do Canadians feel they’re saving enough for retirement? Why are Canadians so worried about their golden years, and why recently has this become such a hot topic. Bring your questions on all things retirement and hear from Derek Dobson from CAAT Pension Plan on new research and emerging trends in the retirement landscape and the impact the findings are having on Canadians in different generations, employers, and workplaces across the country.
Moderator: Gord Beal, CPA, CA, CPA Alberta
Speaker:
Derek Dobson
CLOSING OF DAY 1 MORNING: Introduction of concurrent sessions
CONCURRENT SESSION (Wealth & Economics - sponsored by RBC Wealth Management): Your macro market update on inflation and interest rates
Sean will provide a brief update on the current challenges facing the global macro-economic environment, while contextualizing their current portfolio positioning and broader investment strategy.
Speaker: Sean Killin, RBC Wealth Management
Moderator: Sandy Lyons, CPA, CA, CIRP, CFE, LIT, Sparkplug Consulting Inc.
CONCURRENT SESSION (Trending Topics): Activating financial literacy in the community
Discover from the perspective of both a host and a CPA volunteer the benefits of our Financial Literacy programming and how to make the most of the materials created and produced by CPAs that are used across the country to promote financial literacy in your community.
Speakers: Shannon West, CPA, CPA Canada Financial Literacy Volunteer, Paige Ross, ATB Entrepreneur Center
Moderator: Botagoz Davletova, CPA, CPA Canada Financial Literacy Volunteer
CONCURRENT SESSION (Small/Medium Business): Inclusivity in Entrepreneurship - Breaking barriers to advance an inclusive and sustainable economy
Come to this session to hear how Shannon, with the Women Entrepreneurship Knowledge Hub, has collaborated with all levels of government, industry, and civil society to create programs that promote the enhancement of both indigenous and non-indigenous women’s economic empowerment through leadership and entrepreneurship.
Speaker: Shannon Pestun, Diversity Institute at Canada’s Women Entrepreneurship Knowledge Hub
Moderator: Vanessa Brown, CPA, VA Brown CPA Professional Corporation
REFRESHMENT BREAK / EXHIBITOR BOOTHS OPEN / DAY 1 PRIZE DRAW
CONCURRENT SESSION (Wealth & Economics - sponsored by RBC Wealth Management): Exploring the building blocks of wealth
Building stability and wealth is about so much more than managing money. There are many valuable types of capital, and multiple domains of family wealth. Taking a look back, and a look forward, we’ll be talking about the evolution of the wealth planning profession and adaptive practice, reflecting on what to keep, what to add, and what to change.
Speaker: Stephanie Dean, RBC Wealth Management
Moderator: Sandy Lyons, CPA, CA, CIRP, CFE, LIT, Sparkplug Consulting Inc.
CONCURRENT SESSION (Trending Topics): How to steal a house
Seems incredulous to think that someone can steal your house from right under you! Come to this session and find out how to protect yourself from a fraudster stealing your identity and forging documents to either re-mortgage or steal your house.
Speaker: Debbie Robillard, FCT
Moderator: Botagoz Davletova, CPA, CPA Canada Financial Literacy Volunteer
CONCURRENT SESSION (Small/Medium Business): On-The-Go CFO - The building blocks of a successful small business
Shauna will teach us the building blocks required to build a successful small business. She will provide solutions to empower entrepreneurs in making confident business decisions.
Speaker: Shauna Frederick, CPA, CA, On-The-Go CFO
Moderator: Vanessa Brown, CPA, VA Brown CPA Professional Corporation
CLOSING OF DAY 1
EVENING RECEPTION / NETWORKING
Get your networking game on with the Amazing Financial Literacy Race. Lots of prizes to be won!
BREAKFAST SESSION (optional): Financial Literacy - A picture is worth a thousand words
Sit down with Prakash Koirala, the founder of Finlit Nepal and author of FINLICO comic book for children. Prakash is going to share his journey in how he advocated to government and neighbourhood groups in developing policies to assist low-income and vulnerable communities with financial literacy. He will showcase his experiences in teaching basic personal finance to help reduce poverty in Nepal.
Speaker: Prakash Koirala, Finlit Nepal
Moderator: Leanne Gawley, CPA, CMA, Leanne Gawley Executive Coaching and Shell Canada Limited
RECAP OF DAY 1 EVENTS AND TOPICS
Session informaiton coming soon.
PLENARY SESSION: Understanding your financial behaviour to maximize wealth
Money relationships determine financial success. This session explores biases, money moods, and spending patterns of individuals and how that effects their ability to build wealth. Learn how we all can shift our behaviors that are crucial for financial success.
Speaker:
Lisa Elle
;
Doretta Thompson
REFRESHMENT BREAK / EXHIBITOR BOOTHS OPEN
PLENARY SESSION: The housing conundrum
Session information coming soon.
Speakers: Rebecca Kong, FCAC, Eddie Shepard, Abacus Data, Maya Kambeitz, Norfolk Housing Association, Russ Mendonca, Alberta Mortgage Brockers Association MBA
Moderator: Leanne Gawley, Leanne Gawley Executive Coaching and Shell Canada Limited
PLENARY SESSION (Sponsored by PIVOT): The Impact of Diversity and Inclusion on Financial Literacy
Come and hear how Michael Pickup puts inclusivity at the foundation of the workplace. Hear how he encourages you to bring your whole self to work and learn to laugh every day. As a status Indian member of the Miawpukek First Nation of Newfoundland and member of the LGBTQIA2S+ community, Michael’s personal and professional experience will frame this session.
Moderator: Anya Levykh, CPA Canada
Speaker:
Michael Pickup
LUNCH
LUNCH ADDRESS: Quantifying Mental Health
There is a strong relationship between your finances and your mental health. Keith’s work is about understanding where inequality lies within the banking system and looking for solutions to make banking equitable for all Canadians. Keith will share takeaways that financial professionals can offer their clients in times of financial stress.
Moderator: Gord Beal, CPA, CA, CPA Alberta
Speaker:
Keith Taylor
CLOSING OF DAY 2 MORNING: Introduction of concurrent sessions
CONCURRENT SESSION (Workplace): In the pursuit of more, a job seeker’s journey
In this session Pat will share how to navigate through career changes and transitions in this post-Covid world, including overcoming obstacles and hurdles to add stability in your career.
Speaker: Pat Romain, Gallagher
Moderator: Darrin Jay Ambrose, The Aurum Group
CONCURRENT SESSION (Trending Topics): The Pink Tax
Because it's time. Time for women to flip the narrative on how we approach financial inequality and untangle the patriarchal systems that uphold our current financial system. Hear from Janine Rogan, recent author of “The Pink Tax” as she delves into her studies, research and own experiences to shine a spotlight on the gender wage gap and the state of women's wealth.
Moderator: Shannon West, CPA, CGA, RemiFox Management Inc.
Speaker:
Janine Rogan, CPA
CONCURRENT SESSION (Financial Wellness - sponsored by BDO Canada): What to do about debt? Consumer insolvency and industry trends
In this session you will learn current trends in the debt/insolvency field and what consumers are up against post COVID. We will discover debt management options, from self-made plans to when you need the assistance of a Licensed Insolvency Trustee.
Speaker: Nicole Olsen, BDO Canada
Moderator: Sandy Lyons, CPA, CA, CIRP, CFE, LIT, Sparkplug Consulting Inc.
REFRESHMENT BREAK / EXHIBITOR BOOTHS OPEN / DAY 2 PRIZE DRAW
CONCURRENT SESSION (Workplace): Attracting and retaining talent in a tight labour market
Job optimism is high, skilled professionals continue to leverage both the robust job market and the talent shortage to their advantage. Companies must work harder to attract and retain the talent they seek. Learn about employment trends including who is on the move and why. Gain knowledge about what employers can do to recruit top talent and retain employees, including strategies to prevent turnover and investing in the employee experiences.
Speaker: Trina Casey-Myatt, Robert Half
Moderator: Darrin Jay Ambrose, The Aurum Group
CONCURRENT SESSION (Trending Topics): Don’t Park your Brain!
There is no question that AI is going to change the accounting profession. In this presentation, Erin Kelly, CPA, and CEO of AI firm ASI, will discuss very specifically what skills and concepts accountants should focus on to stay on top of these tech changes – and also highlight some of the potential dangers the technology may pose for those who are unaware of how AI operates.
Speaker: Erin Kelly, Advanced Symbolics
Moderator: Shannon West, CPA, CGA, RemiFox Management Inc.
CONCURRENT SESSION (Financial Wellness - sponsored by BDO Canada): Corporate restructuring and Insovency: A roadmap to success
Gain valuable insights into corporate restructuring and insolvency trends and learn how to recognize warning signs of financial distress in companies. Discover effective strategies to navigate and overcome these challenges.
Speakers: Breanne Scott, BDO Canada, Kevin Meyer, BDO Canada
Moderator: Sandy Lyons, CPA, CA, CIRP, CFE, LIT, Sparkplug Consulting Inc.
CLOSING OF THE CONFERENCE