Mastering Money Conference 2023

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.

Event Details

Jointly Presented By:

Chartered Professional Accountants of Alberta (CPA Alberta)

Location and date:
Calgary November 9-10, 2023

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.  

CPA Canada is dedicated to providing an enjoyable, respectful and safe event experience for everyone, both offline and online. Please refer to our anti-harassment policy.

For questions, please email us.

View the agenda

Special offers/promotions

Save with early bird pricing! Expires August 31, 2023.

  • Members: $479
  • Non-members: $519

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

Members: $599 Non-member: $649

Up to 14 CPD hour(s) 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

BREAKFAST SESSION (optional): Financial Literacy Jeopardy
Session information coming soon.

OPENING REMARKS - Joint presentation with CPA Canada, CPA Alberta and the Financial Consumer Agency of Canada (FCAC)

Rachel Miller, CPA Alberta
Doretta Thompson ; 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 economic impact across different socio-demographic profiles of Canadians.

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.

Rob Grein, PMG Intelligence
Michael Banham


LUNCH ADDRESS: Retirement - A privilege or a right?
Hear from Derek Dobson on the recent research CAAT Pension Plan has compiled on retirement in Canada. Are Canadians saving enough to retire? Is our Canada Pension Plan enough? Who can retire and when? Bring your burning questions on retirement to this session.

Derek Dobson

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 Management

CONCURRENT SESSION: 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.

Shannon West, CPA, CPA Canada Financial Literacy Volunteer
Paige Ross, ATB Entrepreneur Center

CONCURRENT SESSION: Inclusivity in Entrepreneurship - Breaking barriers to advance an inclusive and sustainable economy
Come to this session to hear how Shannon 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.


CONCURRENT SESSION (sponsored by RBC Wealth Management): Exploring the building blocks of wealth
Session information coming soon.


Stephanie Dean

CONCURRENT SESSION: How to steal a house
Seems incredulous to think that someone can steal your house right form 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

CONCURRENT SESSION: 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



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

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.

Lisa Elle


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 Canada
Michael Pickup


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.

Keith Taylor

CLOSING OF DAY 2 MORNING: Introduction of concurrent sessions

CONCURRENT SESSION: In the pursuit of more
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

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.

Janine Rogan, CPA

Session information coming soon.


CONCURRENT SESSION: 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

CONCURRENT SESSION: 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

Session information coming soon.


Venue[s] and Accommodation[s]


The Westin Calgary Airport
671 Aero Drive NE, Calgary, AB T2E 7Y5
t.:(403) 452-5406

Hotel reservations are the responsibility of the participant. Preferred rates will be provided during registration. For questions, please contact the hotel directly.


Westin Calgary Airport
671 Aero Drive NE, Calgary, AB T2E 7Y5
t.:(403) 452-5406

Hotel reservations are the responsibility of the participant. Preferred rates will be provided during registration. For questions, please contact the hotel directly.

Frequently asked questions:

Pricing structure

  • Non-member: $649
  • Member: $599

Prices may change without notice.

Refund policy

  • 14+ calendar days prior to start date: full refund available
  • 5-13 calendar days prior to start date: $200 cancellation fee applies
  • 4 calendar days or fewer prior to start date: No refund available

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.

CPD hours

Up to 14 CPDs

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


Sponsors & Exhibitors


CPA BC CGA Manitoba logo CPA Alberta logo


Canada Life Pivot magazine logo Royal Bank Wealth Management logo CAAT Pension Plan BDO logo

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