Mastering money conference 2016

SOLD OUT - CPA Canada’s first annual financial literacy conference is a must-attend for those who want to learn how organizations are improving the financial health of Canadians.

Event Details

Location and date:
Toronto November 1-2, 2016

SOLD OUT: Spots at CPA Canada Financial Literacy Mastering Money Conference are now sold out. We appreciate everyone’s eagerness in attending our conference.

This two-day conference will kick off Canada’s sixth annual Financial Literacy Month and will bring together various thought leaders, including government, financial professionals, financial educators, non-profit organizations and other stakeholders. These leaders will share best practices and front line experiences to help you better understand how organizations create, deliver and measure financial education.

The sessions will explore innovation, techniques, theories and much more to improve the overall state of financial literacy of Canadians.

View the agenda

Topics include:

Plenary session topics include:

  • Martin Family Initiative — the challenges Aboriginal communities face and programs available for them; learn how we can participate and get involved
  • managing money and debt wisely — behaviour economics on why people don’t do what’s good for them and motivators to change behaviour
  • plan and save for the future — how Canadians are planning for retirement and the different saving vehicles available
  • preventing and protecting against fraud and financial abuse — how to spot, report and recover
  • reaching and engaging from the media’s perspective — keeping financial literacy a topic of discussion
  • roundtable discussions:
    • benchmarking success — how to do it and what it looks like
    • access to funding — who, what, when and how
    • implementing what we learned from the conference

Concurrent session topics include:

  • free programs and tools available in your community
  • how to develop programs for a variety of audiences
  • how to engage kids in the conversation
  • building strong networks and partnerships in your community
  • how technology impacts financial literacy
  • success stories from community leaders about their grassroots initiatives

Note: The topics are subject to change.

Who should attend?

  • CPA members
  • practitioners
  • government organizations and NGOs
  • financial educators
  • counseling agencies
  • not-for-profit organizations

More Details:

Session Descriptions

Registration and Continental breakfast open

Getting the most out of your conference
(Breakfast session - optional)
Learn to extend the value of any conference or event you attend by choosing to be strategic and purposeful. You’ll learn to capitalize on the human potential and use your e-tools to strengthen your social network and your learning.
Margaret Hope

Welcome remarks

Cairine Wilson, MBA, C.A.E.

Introduction for the Rt. Hon. Paul Martin

In conversation with the Rt. Hon. Paul Martin: Martin Family Initiative
(Plenary session)
In discussion with the Rt. Hon. Paul Martin, former Prime Minister of Canada and Kevin Dancey, former CEO of CPA Canada as they discuss the challenges Aboriginal Communities face and the work that the Martin Family Initiative is currently undergoing in support of a long-term solution. They will describe tools and programs available to organizations who serve this community and how we can all participate in the dialogue and in action.
The Rt. Hon. Paul Martin

Refreshment break

Manage money and debt wisely
(Plenary session - 2 parts with panel discussion)

Money and the Biased Mind
Why do we misbehave financially? Are we doomed to repeat our mistakes? Our biases are here to stay but we can change our mind set and improve our decision-making. We explain how, by understanding behavioral economics, why the subject of money is taboo, why it's so darn difficult to act on what we know is good for us, and how we can make our mental biases work for, not against, us.

Canadians and Debt – The Real Financial Health of Canadians
The indebtedness of Canadians young and old continues to grow all across Canada with no end in sight. While the term “Financial Literacy” is top of mind with all levels of government it is not resonating with the public at large. Join Scott Hannah, President & CEO of the Credit Counselling Society, as he discusses the current financial state of Canadians and what has changed over the last 20 years. He outlines the warning signs that will dramatically impact millions of Canadians if left unchecked, the changes consumers need to make in order to improve their financial well-being, and the resources needed to improve financial literacy in Canada.

Plan and save for the future
(Plenary session)
Planning and saving for retirement is not easy. We are told that the earlier we start the better and that the “magic of compounding” will make our dreams come true if we simply trust the stock market and our investment advisor. But for many it’s simply not possible. Many of us therefore become procrastinators when it comes to saving for retirement. It’s not that we are necessarily fiscally irresponsible, it’s simply because it’s expensive to live. But there is hope. This session will take you step-by-step though planning and saving for retirement starting in your fifties and the best way to fund your retirement years.
David Trahair, CPA, CA

Lunch & keynote address (1:00)

Jane Rooney

Building financial resilience for vulnerable population groups
(Concurrent session)
Financial Education can help vulnerable demographics break out of the cycle of poverty. Join the discussion with three experts who will provide tools to support disabled persons, new immigrants and low-income Canadians. Topics include understanding the Registered Disability Savings Plan and Canada Disability Savings, as well as identifying successful community program models supporting entrepreneurship among New Canadians. An overview of taxation focusing on registering for a tax clinic, tax credits, and changing our narrative around taxes will also be presented.

Building connections with your audiences: How to connect
(Concurrent session)
Whether you speak before large audiences, occasionally speak up at meetings or simply talk to one or two others in conversation, you need to connect. If you want them to remember what you say, believe you and act on your recommendations, you need to connect. If you want to decrease your anxiety and project your knowledge and confidence, you need to connect. Learn the tips and tricks that make your communication easier and more effective. Transform your communication in this hands-on, practical session.

Non-profits: Understanding financial statements
(Concurrent session)
This interactive session will teach you the skills to review and understand financial statements as a small business owner or a nonprofit organization. It will empower you with the knowledge to be able to ask informed questions of financial professionals and answer important questions such as – How’s the organization doing?; Why do I need a balance sheet?; Where is my cash coming from?; Where is my cash going to?

Refreshment break

Building strong networks and partnerships
(Concurrent session)
What does community partnerships mean for different sectors? Learn how the Federal Government builds partnerships and harnesses the power of national networks, how CPA Canada manages thousands of volunteers and maintains over 350 program partners, and best practices from Great-West Life Co. on creating and strengthening relationships with private sector funders.

How financial planning reduces stress
(Concurrent session)
Kimberley Ney, vice-president, Communications, with Financial Planning Standards Council, will walk participants through an overview of Canadians’ perceptions in relation to their current financial stress. Using a variety of research sources, she sketches a profile of those working Canadians who are most susceptible to the effects of financial stress and demonstrates the role that researchers, community groups, and financial planners can play in reducing (and eliminating) its impact.

Digital revolution: The role of technology in financial literacy
(Concurrent session)
Technology impacts many facets of life, and financial literacy is no different – from online tools, to apps and software. Join Intuit Canada as they discuss how technology can further financial literacy and how these technology tools can enhance an organization’s reach and engagement with customers and clients. He will provide an overview of trends and emerging issues that are impacting the financial well-being of Canadian small businesses and the role of technology in solving them.

Day 1 reflections

Evening networking reception

Continental breakfast open

Recap of previous day's events and topics

The importance of simplifying financial information
(Breakfast session - optional)
Join Carlie Weinreb, the 9-year old tax whiz, as she simplifies financial information and teaches you how to best engage an audience. She will go through an example of a tough financial decision such as whether to invest in an RRSP or a TFSA, pay down credit card debt, car loan, or mortgage by using accounting jargon but showing you how to simplify the message and how impactful substituting those terms to everyday language can be.
Carlie Weinreb

Prevent and protect against fraud and financial abuse
(Plenary session - panel)
Fraud and financial abuse is not an issue that is going away – in fact, it’s growing. This panel of experts will discuss emerging issues and trends, how to spot a deal too good to be true to protect yourself from fraudsters, when you should report it and if you are a victim, how to recover.
Jennifer Fiddian-Green, CPA, CA-IFA, CFF, CFI, CFE, CAMS ; Jessica Gunson ; Kelley Keehn ; John Russo

Refreshment break

Reaching and engaging from the media’s perspective
(Plenary session - panel)
The media is one of the most powerful forces in creating mainstream awareness of financial issues. Our panel of media gurus will share stories they have covered, how the conversation around money is changing, and what we, as consumers, nonprofits and private corporations need to be doing to drive the message that financial literacy should be talked about if Canadians are ever to come out ahead.
Pat Foran ; Kelley Keehn

Roundtable discussions
(Plenary session)
1. What were my key learnings/take-aways from this conference?
2. How do we turn these learnings into action?
3. What are the obstacles to my success?
4. Benchmarking – What does success look like and how do I measure it?

Closing remarks

Cairine Wilson, MBA, C.A.E. ; Li Zhang

Venue[s] and Accommodation[s]


Allstream Centre
105 Princes’ Blvd, Toronto, ON M6K 3C3

Located in downtown Toronto and officially opened in October 2009, Allstream Centre is Canada’s first LEED Silver conference centre, designed for meetings, conventions and galas. Located in the former Automotive Building, this Art Deco masterpiece offers spectacular lakeside views and is connected to Direct Energy Centre which offers 1 million square feet of exhibition space.

Frequently asked questions:

CPD Hours:

Conference - 10.25 hours

Optional breakfast sessions - 2 hours

CPD credits for financial literacy events are determined by the provincial bodies. Please contact your provincial body for eligibility.

Hotel reservations:

Hotel reservations are the responsibility of the participant. CPA Canada has arranged for special conference rates at the following hotel. These rates are available until October 3, 2016, or until our room block is full. We advise you to book early. Please quote CPA Canada's Mastering Money Conference to get the discounted rate.

Note: In the event a guest does not arrive for their reservation and does not cancel a minimum of 72 hours prior to arrival, they will be charged one night’s room and tax to the credit card if provided or any deposits will be forfeited.

InterContinental Toronto Centre

225 Front Street West, Toronto, ON

CPA Rate: Deluxe King $199 (quote CPA Canada's Mastering Money Conference to get rate)

Additional taxes & fees:

Subject to a three per cent (DF) Destination Fee, 13 per cent (HST) Harmonized Sales Tax, and other charges to the extent applicable, and are subject to change

Subject to a $30.00 charge for each additional adult over double occupancy, to a maximum of three persons per room Eligible dates: October 31-November 2, 2016

T. 1-800-235-4670 or 416-597-8176 or reserve online

Free shuttle will be provided from the hotel to and from venue.

Sponsors & Exhibitors


Intuit Financial Planning Standards Council logo


Please contact:

Member Development and Support
Tel: 1-800-268-3793

CPA Canada Financial Literacy Conference