7:00 - 8:30
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Registration and Continental breakfast open
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7:30 - 8:30
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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.
Li Zhang
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Odette Lawrence
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8:30 - 9:00
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Indigenous Welcome & Opening Remarks
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9:00 - 10:15
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10:15 - 10:45
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Refreshment break & Exhibitor booths open
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10:45 - 12:00
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Insights of behavioral science to help create better financial decision-making structures for the irrational and illogical
(Plenary session)(introduction by John Groves, Coast Capital)
Insights of behavioral science to help create better financial decision-making structures for the irrational and illogical.
Jeff Kreisler – Editor-in-Chief of PeopleScience.com and award-winning co-author of "Dollars and Sense,” exposes the hidden forces that secretly drive our choices about money. He explains why our irrational behavior often interferes with our best intentions when it comes to managing our finances.
Why don’t we value our future comfort and security as much as our present pleasure and spending? Why does paying for things often feel like it causes physical pain? Why do complex financial options cause us to make irrational financial choices? We’ll explore these questions and more as we get to the heart of our financial decision-making process.
Jeff Kreisler
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12:00 - 2:00
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Lunch (Lunch Address @12:45pm)
In this lunch address, Canada’s Financial Literacy Leader, Jane Rooney, will provide an overview of the Financial Consumer Agency of Canada’s financial literacy initiatives and discuss how other organizations can help to further strengthen the financial literacy of Canadians and collectively move the needle. Jane will highlight the trending themes throughout the conference, such as workplace financial wellness and Indigenous communities, as well as current issues affecting personal finance, such as rising interest rates and debt management. This session will offer a forward-thinking approach pointing to practical steps and tools that organizations and individuals can use to strengthen their financial literacy.
Jane Rooney
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1:30 - 1:45
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Day 1 - Closing & Introduction of concurrent sessions
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2:00 - 3:15
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Indigenous communities: Managing poverty to prosperity and the importance of understanding the language of money
(Concurrent session)
Indigenous Peoples must be an integral part of Canada’s economic future, in full control of their own cultural and economic destiny. Understanding the language of money – at the personal level, at the entrepreneurial level, and at the level of independent Nations, will be critical for Indigenous Peoples to take their proper place in building a prosperous future. What does that economic potential look like? How do we work together to understand and unlock the vast potential of Indigenous Peoples to nurture and build healthy prosperous Communities?
Carlana Lindeman
;
Terry Goodtrack, MPA, B.Admin, CPA, CGA, CAFM, CAPA, C.Dir
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2:00 - 3:15
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Small Business and Entrepreneurs: Scaling businesses, insights from those in the know
(Concurrent session)
Growing a business is one of the hardest aspects of being an entrepreneur. Many small businesses can struggle through the most important aspect – funding. Gain insights from leading experts in the field, who will discuss the tips and tricks of the trade to help you understand and navigate the complex landscape in seeking financial resources for businesses.
Shannin Metatawabin
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Michel Bergeron
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Karen Horcher FCPA, FCGA
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Michael Deepwell, CPA, CA
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2:00 - 3:15
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The future of #Fraud and its prevention
(Concurrent session)
Fraud is a looming issue in Canada and fraudsters are becoming increasing sophisticated. This session speaks to the growing trends in technology and the potential dangers as it relates to personal and organization fraud – from digital elements such as Fintech, blockchain and hacking to the tried and true phishing emails and harassing telephone calls. Experts from the field and law enforcement share how this new connected world leaves us open to becoming victims and how we can protect ourselves and our clients/customers.
Robert G. Parker
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Caroline Hillyard, CPA, CA
;
Keith Ward
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3:15 - 3:45
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Refreshment break & Exhibitor booths open
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3:45 - 5:00
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Indigenous communities: breaking down barriers
(Concurrent session)
Reconciliation must lead to the social and economic inclusion of Indigenous Peoples in Canada’s future growth. One of the first steps is ensuring Indigenous Peoples have full access to the benefits and opportunities to which all Canadians are entitled. This conversation will focus on two things: understanding some of the cultural and historical challenges to inclusion, and on initiatives proven to work. The big question is: how will Indigenous communities, governments and Canadians work together to support the social and economic conditions required to achieve financial wellness and prosperity? Panellists will draw from the experiences and lessons learned in Indigenous communities in Canada to explore the social, economic and reconciliation goals needed to achieve financial wellness for Indigenous Peoples.
Simon Brascoupé, MA, CAPA, CFNHM
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3:45 - 5:00
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Small Business and Entrepreneurs: Preparing the next generation – succession planning and demystifying the process
(Concurrent session)
In 2017, the Business Development Bank of Canada conducted a study that found 41% of all entrepreneurs are likely to leave their businesses within the next five years and 52% of them expect to sell or transfer their business outside the family. Learn about these upcoming trends and what that means to the small business ecosystem as well as the challenges and often confusion around exiting a business – whether the business will transfer to a family member or externally.
Matt Price
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Liisa Atva, CPA, CA
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Michael Deepwell, CPA, CA
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3:45 - 5:00
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#investmenttraps Borrowing to invest, the fear of missing out
(Concurrent session)
Financial illiteracy in Canada has been made worse in the investment field where convoluted jargon and smart sales tactics have combined to confuse consumers. At worst, the confusion has led to investment schemes where high fees and early exit penalties trap buyers in investment programs that are legal yet detrimental to their retirement. At best, many of the sales practices go unchallenged because the customer “does not know what they do not know.” Knowledge and awareness of these traps will protect you and your loved ones and better enable you to achieve your investment goals.
Larry Short, CPA, CGA
;
Jessica Sanders, CPA, CMA
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5:00 - 7:00
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Evening networking reception
Reflect on the excitement of day one while listening to local musical entertainment from Pk3 Jazz trio. Meet and network with attendees who share your financial literacy interests through the communities of interest section. This section will have tables assigned to different communities of interest including, students, small businesses, Indigenous communities and more! Find the table that interests you or wander from table to table to find out about the new and exciting financial literacy initiatives taking place across the country.
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