Mastering money conference 2018

CPA Canada’s annual financial literacy conference is a must-attend for those who want to learn how to improve the financial health of Canadians.

Event Details

Jointly Presented By:

CPA Canada in cooperation with CPA British Columbia.

Location and date:
Vancouver November 22-23, 2018

Join us at CPA Canada’s annual Mastering Money Conference, on November 22 and 23, 2018, in Vancouver.

This year’s conference theme is Education to Action. The conference will bring together thought leaders and industry experts from across Canada to focus on the latest developments in financial education and capacity building, with a special emphasis on practical applications to improve Canadians’ financial wellbeing.

Explore the future of financial literacy, and trending topics in experiential economics, fintech and privacy as they relate to financial wellness. Participate in unique concurrent sessions on Indigenous issues and small businesses.

See Frequently Asked Questions for the following additional information:

  • pricing
  • CPD credits eligibility information

View the agenda

Additional options and pricing may be available. See pricing and registration for more details.

Starting at $495

13 CPD hour(s)
Pricing & registration

Who should attend?

  • CPA members
  • practitioners
  • Indigenous groups and organizations
  • government organizations and NGOs
  • financial educators
  • counselling agencies
  • not-for-profit organizations
  • small & medium business owners

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.

Welcome remarks

The future of financial literacy
(Plenary session)

Refreshment break & trade show

What does history and past financial behaviour teach us about the future
(Plenary session)

Lunch & keynote address (1:00)

Indigenous communities: Managing poverty to prosperity and the importance of understanding the language of money
(Concurrent session)

Small Business and Entrepreneurs: Scaling businesses, insights from those in the know
(Concurrent session)

The future of #Fraud and its prevention
(Concurrent session)

Refreshment break & trade show

Indigenous communities: breaking down barriers (taxes, cultural differences, unique obstacles)
(Concurrent session)

Small Business and Entrepreneurs: Preparing the next generation – succession planning and demystifying the process
(Concurrent session)

Millennials and Baby Boomers: Shifting demographics and their uniques challenges
(Concurrent session)

Day 1 reflections

Evening networking reception

Continental breakfast open

CPA Canada’s financial literacy program overview
(Breakfast session - optional)

Recap of previous day's events and topics

Financial wellness: Links between health and wealth
(Plenary session)

Refreshment break & trade show

Marketing financial literacy
(Plenary session)

Research: evaluations and measuring outcomes
(Plenary session)

Lunch & trade show

Vulnerable populations: Meeting the basic needs of Canadians
(Concurrent session)

Thought-leadership: The policymakers and role of government
(Concurrent session)

#nudge theory and why they work
(Concurrent session)

Refreshment break & trade show

Vulnerable populations: Accessibility vs. Disability
(Concurrent session)

Thought-leadership: The evolution of tax clinics
(Concurrent session)

#workplacefinlit — The responsibility of the employer
(Concurrent session)

Closing remarks

Venue[s] and Accommodation[s]


Vancouver Marriott Pinnacle Downtown
1128 West Hastings Street, Vancouver, BC V6E 4R5


Vancouver Marriott Pinnacle Downtown
1128 West Hastings Street, Vancouver, BC V6E 4R5

Hotel reservations are the responsibility of the participant. CPA has arranged for the following special conference rate.

CPA Rate: City View Guestroom (quote CPA Canada to get rate)

•  Single – $189.00/night

•  Double – $189.00/night

•  Triple – $219.00/night

•  Quad – $249.00/night


Additional taxes & fees:

• Subject to applicable state and local taxes and fees (currently 17.5%) in effect at the time of check-out.

• Subject to a $30.00 charge for each additional adult over double occupancy, to a maximum of three persons per room

• Cut-off Date: Monday, October 22, 2018

Eligible dates: November 21-November 23, 2018


Tel.: 1 800-207-4150 or 604-684-1128

Reserve online:


This rate is available until October 22, 2018 or until our room block is full - we advise you to book early.

Frequently asked questions:

Pricing structure:

  • Non-members: $495
  • Members: $395

CPD Hours:

Conference - 11 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.

Sponsors & Exhibitors




Please contact:

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

CPA Canada Financial Literacy Conference