Personal cash flow planning for accounting professionals

Tune in to hear Stephanie Holmes-Winton, CEO of The Money Finder, share how taking human nature into account with your client cash flow equations can change everything.

Event Details

Location and date:
Online On-Demand Event

Cash flow is king; it affects every aspect of our lives. With rising debt levels, an ever-changing economic environment and more and more small businesses emerging, cash flow has never been more important. Personal cash flow has an enormous impact on business owners and while many mathematically based concepts exist, many don’t take into account human behaviour.

Math is not the reason we struggle as a society to get more life out of our money; it’s the way we behave with money that hurts us. Learn simple tips to harness cash flow, and help yourself and your clients fund their dreams!

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


2 CPD hour(s)
Pricing & registration

You will learn about:

  • the role credit plays in financial health
  • why budgeting doesn’t work
  • how to determine the risk level of different types of expenses
  • simple strategies to help take one’s financial power back

More Details:



Please contact:

CPA Canada Professional Learning and Development Customer Service
Tel: 1-888-337-3242


Our Firm Directory allows you to search for Canadian CPA firms using our interactive map as well as other criteria.

Jointly presented by CPA Canada and CPA Ontario, The ONE is the must-attend, multi-track event of the year, designed for all CPAs who want to be at the top of their game.