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Join CPA Canada’s Financial Literacy Program in Calgary for its annual financial literacy conference to learn how to improve the financial health of Canadians.
Chartered Professional Accountants of Alberta (CPA Alberta)
Reserve your seat at Canada's top financial literacy event, the Mastering Money Conference, on November 9-10, 2023 in Calgary, with the theme of “building stability and wealth.”
This event has something for everyone! Learn from industry professionals and financial experts on building a solid financial foundation for your own stability and wealth. Enjoy two days of interactive presentations, panels and discussions, with live Q&As and networking opportunities.
For questions, please email us.
Save with early bird pricing! Expires August 31, 2023.
Additional options and pricing may be available. See pricing and registration for more details.
BREAKFAST SESSION (optional): Financial Literacy Jeopardy
Session information coming soon.
INDIGENOUS WELCOME & OPENING REMARKS
OPENING REMARKS - Joint presentation with CPA Canada, CPA Alberta and the Financial Consumer Agency of Canada (FCAC)Speakers:
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. Speakers:
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.Speakers: Rob Grein, PMG Intelligence
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. Speaker:
CLOSING OF DAY 1 MORNING: Introduction of concurrent sessions
CONCURRENT SESSION (sponsored by RBC Wealth Management): Your macro market update on inflation and interest rates
Session information coming soon.Speaker: Sean Killin, RBC Wealth ManagementModerator: 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, Pestun Consulting Inc.Moderator: Vanessa Brown, CPA, VA Brown CPA Professional Corporation
REFRESHMENT BREAK / EXHIBITOR BOOTHS OPEN / DAY 1 PRIZE DRAW
CONCURRENT SESSION (sponsored by RBC Wealth Management): Exploring the building blocks of wealth
Session information coming soon.Moderator: Sandy Lyons, CPA, CA, CIRP, CFE, LIT, Sparkplug Consulting Inc.Speaker:
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, FCTModerator: 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 CFOModerator: Vanessa Brown, CPA, VA Brown CPA Professional Corporation
CLOSING OF DAY 1
EVENING RECEPTION / NETWORKING
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
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:
REFRESHMENT BREAK / EXHIBITOR BOOTHS OPEN
PLENARY SESSION: The housing conundrum
Session information coming soon.
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 CanadaSpeaker:
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.Speaker:
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, GallagherModerator: Nicole Finnigan, CPA Canada
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 female 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 fieled 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 CanadaModerator: 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 HalfModerator: Nicole Finnigan, CPA Canada
CONCURRENT SESSION (Trending Topics): Don’t Park your Brain!
Erin will share insights from her career journey including most recently how AI, like ChatGPT, will change the accounting profession and how CPAs can accelerate the adoption of AI within their organizations. But she also cautions everyone “Don’t park your brain” as AI isn’t the answer to everything. Speaker: Erin Kelly, Advanced Symbolics Moderator: Shannon West, CPA, CGA, RemiFox Management Inc.
CONCURRENT SESSION (Financial Wellness - Sponsored by BDO Canada): Commercial/business financial wellness
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 CanadaModerator: Sandy Lyons, CPA, CA, CIRP, CFE, LIT, Sparkplug Consulting Inc.
CLOSING OF THE CONFERENCE
The Westin Calgary Airport
671 Aero Drive NE, Calgary, AB T2E 7Y5
Hotel reservations are the responsibility of the participant. Preferred rates will be provided during registration. For questions, please contact the hotel directly.
Westin Calgary Airport671 Aero Drive NE, Calgary, AB T2E 7Y5
Prices may change without notice.
PLEASE NOTE: All cancellations must be received in writing by email to [email protected].
The topics, program format and events are correct at the time of publishing. If unforeseen circumstances occur, CPA Canada has the right to alter or delete items from the program or cancel the event and refund all registration fees.
Up to 14 CPDs
CPD credits for financial literacy events are determined by the provincial bodies. Please contact your provincial body for eligibility.
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