Start Date:AVAILABLE ON DEMAND – REGISTER NOW
Start Time:11:00 AM EDT
Duration:240 minutes
CPD Hours:4
Abstract:
Join CPA Canada’s Financial Literacy Program virtually, as we reflect on the past year, look to the future and discuss the changing trends and issues that will affect how Canadians manage their money.
“O brave new world, that has such people in it!”
The world as we once knew it has changed. Our day-to-day lives have changed, our global perspective and mindsets have changed, and so has our relationship with money. In spite of all these changes, one thing remains the same – we, as humankind, are connected and facing this “new world” together.
Mastering Money, Canada’s must-attend financial literacy event of the year, will take place virtually on November 3 & 4, 2021 from 11 a.m. to 3 p.m. EDT. Just like previous years, this one-of-a-kind conference, filled with a few trademark surprises, will bring together thought leaders and industry experts to speak on financial literacy trends and issues as they relate to personal finance and small and medium businesses.
Join CPA Canada as we step forward into a world that is different, but a world that is ours.
Simultaneous English and French translation will be available
AGENDA*:
Day 1 (November 3, 2021)
You will learn about matters related to your personal finances; topics will include:
- Welcome address and update from Financial Consumer Agency of Canada (FCAC)
- The economic tale of two pandemics
- A motivational session on taking a leap of faith to achieve your financial dreams
- Consumer debts and rights
- A panel of women leaders sharing research, experiences and how to pursue success
Day 2 (November 4, 2021)
You will better understand how to manage the finances of your Small and Medium Business, topics will include:
- An economic update from a top economist
- Understanding Indigenous Women Entrepreneurship
- A panel of women leaders sharing research, experiences and how to pursue success
For more information and to register for Day 1, click here .
*Subject to change
SPONSORS:
Day 1 is made possible by the generous support of Canada Life, our national development sponsor. Day 2 is made possible by the generous support of Sage.
CPD HOURS:
This event is eligible for 4 CPDs per day. CPD credits for financial literacy events are determined by the provincial bodies. Please contact your provincial body for eligibility.
If you're already registered for the Mastering Money Virtual Conference 2021 – DAY 2 webcast, click below:
ALREADY REGISTERED?
Speakers
Charles-Antoine St-Jean, FCPA, FCA President and CEO CPA Canada Charles-Antoine is the president and CEO of CPA Canada. Prior to taking this role, he was appointed Chair of the Public Sector Accounting Board in 2017. He was a partner/managing partner for EY from 2007-2017 and served as the Comptroller General of Canada from 2004-2007.
Throughout his career, Charles-Antoine has worked with many public sector clients in Canada and internationally, at all levels of governments. He was named a Fellow Chartered Accountant in Ontario and Quebec. Charles-Antoine has also received honorary designations from the U.K. Chartered Institute of Public Finance and the Accountancy Financial Management Institute for services rendered to public sector management.
Steve Ryujin Vice-President of Small Business Solutions Sage Steve is the VP of the Small Business Segment at Sage and has over 25 years’ experience in marketing and sales. He is an accomplished and award winning sales and marketing executive credited with driving revenue growth, sales & marketing management and developing organizational leadership processes in start-up and Fortune 500 companies.
Carl Oxholm, FCPA, FCA, COC Founder & CEO Virtue Compass Inc. Carl is founder and CEO of Virtue Compass Inc. (VCI). VCI helps individuals and organizations alike optimize their energy and manifest their intention. If the quality, focus and expression of our energy is less than optimal, underperformance will ensue; and if we’re not conscious about how to intentionally focus on our manifesto (i.e., stated mission, vision and values), then even the best energy will risk misdirection. Using modern science and ancient wisdom, VCI addresses both challenges with remarkable, positive impact.
Prior to creating VCI, Carl spent almost 30 years with PwC Canada in a variety of executive leadership roles. As a senior equity partner, Carl led service teams with an exceptional track record, spanning multiple industries. A lead partner on some of PwC’s largest national (and global) priority clients, he enjoyed testing the power of positive influence. As PwC Canada’s national leader of Culture & Leadership, he developed PwC’s service offering around enhanced emotional intelligence (EI) - increasing one’s capacity to cope and thrive amidst growing demands and expectations.
He is a certified optimize coach and was PwC Canada’s national partner coaching leader, where he led a faculty of professional external coaches, sat on several of PwC’s global steering committees, and was a founding member of both the PwC Canada Charitable Foundation and its Women in Leadership programs.
Carl continues to respond to numerous ongoing requests to be a keynote speaker – sharing practical insights derived from his many years of experience, and the unique roles that he has enjoyed within the professional services industry. Carl has travelled the world providing talks and facilitating workshops that involve culture change, EI and leadership development. Having helped numerous global companies, not-for-profit organizations, and professional associations alike, he often says that it is his privilege and pleasure to serve wherever needed.
Pierre Cleroux Vice President, Research and Chief Economist Business Development Bank of Canada (BDC) Pierre leads a team of experts who analyze economic data to identify business and sector trends impacting Canadian entrepreneurs. A seasoned speaker, he helps business owners understand the risks and opportunities presented by the economic environment.
Pierre is also responsible for providing economic analysis and advice to the bank’s senior management team and supervises all marketing and industry research activities. Over his 25-year career as an economist, he has held several influential positions that had a direct impact on entrepreneurs in Canada and abroad.
Miskokijig (Misko) McGregor CPA Canada comme gestionnaire, Littératie financière dans les communautés autochtones CPA Canada Misko (Miskokijig) McGregor s’est joint à CPA Canada comme gestionnaire, Littératie financière dans les communautés autochtones, en septembre 2021. Il travaille au sein de l’équipe Responsabilité sociétale à la promotion de la stratégie et du portefeuille de CPA Canada en matière de littératie financière dans les communautés autochtones.
M. McGregor est un Anichinabé des Premières Nations Kitigan Zibi et Aamjiwnaang. Il se passionne pour le développement économique autochtone, la finance sociale, la littératie financière et l’accès aux capitaux. Il a occupé diverses fonctions dans le domaine de la comptabilité et dans des organisations autochtones.
Dans ses temps libres, M. McGregor pratique le vélo, la course à pied et le golf.
Relay Tangie, CPA, CGA Finance Manager National Aboriginal Capital Corporations Association (NACCA) Relay is the finance manager at the National Aboriginal Capital Corporations Association (NACCA), a membership-driven national organization for a network of Aboriginal Financial Institutions. NACCA supports the network which offers financing and business services to First Nations, Métis, and Inuit businesses. Relay has over a decade of experience working in SMEs and listed companies across England and Canada.
Relay holds a bachelor’s degree in accounting, is a Chartered Professional Accountant, Ontario (CPA, CGA) and a fellow with the Association of Chartered Certified Accountants (ACCA), UK. She has a keen interest in social finance, impact investment and financial literacy.
Relay is a member of Toastmasters International and mentors new migrants into becoming well-integrated and functional members of their community. She is an avid tennis fan, and loves dancing and trying new experiences with her family in her spare time.
Magnolia Perron Indigenous Women and Youth Program Officer National Aboriginal Capital Corporations Association (NACCA) Magnolia is the Indigenous Women and Youth Program Officer at the National Aboriginal Capital Corporations Association (NACCA). She holds a graduate diploma in Indigenous Policy and Administration from Carleton University and a masters in Indigenous Nationhood at the University of Victoria. She attended the AFOA and Harvard Business School's Leading People and Investing to Build Sustainable Communities certificate program in 2019.
Magnolia is from Tyendinaga Mohawk Territory and a proud member of the Mohawks of the Bay of Quinte.
Paul Gambino, CPA, CA Partner and Co-Founder Avvio Fine Homes Paul Gambino is a Partner and Co-Founder of Avvio Fine Homes, a custom homebuilder and developer in the Greater Toronto Area. Paul is a passionate entrepreneur that enjoys buildings things of quality and takes pride in creating his clients’ valued homes. He has a Bachelor of Commerce Degree from Ryerson University and is a CPA, CA. Paul spent 3 years at PwC in the assurance practice and then went on to work with his family business that manufactured metal products for 7 years, becoming Vice President. Paul is responsible for Avvio Fine Homes’ Administration, Business Development, Marketing, Regulatory, Health and Safety, HR, Finance and Accounting functions. Paul is motivated by the challenge of getting people and organizations to reach their potential.
Vincent Ho President DR-HO DR-HO’S is a leading Canadian supplier of consumer pain relief products with a mission to develop drug-free, clinically effective solutions that help consumers relieve their pain in order to live their best lives. Vincent has more than 10 years’ experience as a senior executive with a track record of driving organizational growth by focusing on passion, purpose, and people.
Vincent is also a member of YPO, a global leadership community of more than 29,000 members who have achieved significant leadership success at a young age and are driven by the belief that the world needs better leaders.
Pain is one of the main factors in quality of life. Pain affects us all, either directly or through a loved one. The organization's purpose is to provide a drug-free pain relief solution that is effective, accessible, and affordable so that pain no longer robs you of your independence and most importantly, allows you to do the things that you love to do.
Doretta Thompson, CAPA CPA Canada’s director of Corporate Citizenship Doretta is CPA Canada’s director of Corporate Citizenship and the national director of the CPA Martin Mentorship Program for Indigenous High School Students. As CPA Canada’s Financial Literacy Leader, she is responsible for CPA Canada’s social responsibility initiatives, including CPA Canada’s international award-winning Financial Literacy program and programs that support financial literacy and capacity building in Indigenous Communities.
Doretta holds a Certified Aboriginal Professional Administrator (CAPA) designation from AFOA Canada and sits on the AFOA Canada board, as well as on the Financial Consumer Agency of Canada’s Financial Literacy Working Group for Indigenous Peoples. She was a member of the FCAC working group that developed the Government of Canada’s framework for workplace financial literacy and on the Advisory Committee of Excellence Canada’s financial literacy standards. She is a recipient of the Queen Elizabeth II Diamond Jubilee Medal.
Mike Heroux, MBA Founder Dividend Stocks Rock Mike is a passionate investor and founder of Dividend Stocks Rock (DSR). He earned his bachelor’s degree in finance and marketing, an MBA in financial services, and used to be a financial planner with a CFP title. Besides being a passionate investor, he is also happily married with three beautiful children. Mike started his online venture to educate people about investing and to be able to spend more time with his family.
Mike started his career in the financial industry back in 2003. He earned several promotions along with a good pile of diplomas. He had lots of fun working with clients in private banking for half a decade but thought he could do more with his life.
In 2016, Mike decided to take a leap of faith and left everything behind to travel across North America and Central America with his family. They drove through nine countries and stayed three months in Costa Rica before returning home. This was an eye-opening adventure that led him in 2017 to quit his job in the financial industry and pursue his dream; helping people invest with conviction so they can retire happily.
Helen Bobiwash, FCPA, FCMA, CAFM Independent Accountant Helen is an independent accountant who is based on the Atikameksheng Anishnawbek near Sudbury, Ontario. She’s been working directly with First Nations and Aboriginal not-for-profit organizations for 25 years. Helen’s services focus on bridging financial capacity within Aboriginal communities. She works with the First Nations and Aboriginal organization to improve efficiencies in their financial administration, to aid in financial reporting, and to facilitate strategic and operational planning. Helen has completed Indigenous financial literacy workshop content, a national Aboriginal financial literacy needs assessment and framework and research on Indigenous tax filing and accessing financial benefits.
Sandy Lyons, CPA, CIRP, CFE, LIT Senior Manager, Licensed Insolvency Trustee Grant Thornton Every day, Sandy and his team help Canadians obtain relief from their personal and business-related financial difficulties.
As a Licensed Insolvency Trustee and Insolvency Counselor with Grant Thornton Limited in Lethbridge, Alberta, Sandy has more than 37 years of experience in assisting consumers and owner-managed small businesses restructure their finances under the provisions of the Bankruptcy and Insolvency Act.
Sandy is a past director and president of the Alberta Association of Insolvency Restructuring Professionals; a past director and board chair of the Family Centre Society of Southern Alberta; and a past director of the Lethbridge Chamber of Commerce, Canadian Insolvency Foundation, and Junior Achievement of Southern Alberta.
Sandy dedicates his spare time to financial literacy and not for profit board governance related initiatives in his local community and is a volunteer with the CPA Canada Financial Literacy program and Speakers Bureau.
Kristen Burnell Executive Director Global Financial Literacy Excellence Center (GFLEC) Kristen (she/her/hers) is the executive director at the Global Financial Literacy Excellence Center (GFLEC) at the George Washington University School of Business. Kristen applies her expertise in financial literacy and education to shape the overall goals and strategy of the centre as well as to promote the development and measurement of financial education programs globally. She joined GFLEC in 2012.
Previously, she spent seven years teaching high school social studies in New York City and Connecticut. Prior to teaching, she worked in development at Brigham and Women’s Hospital in Boston. Kristen earned a BA in history from the University of California, San Diego, and an MA in social studies education from Teachers College, Columbia University.
Judith Robertson, CFA, MBA commissaire de l’Agence de la consommation en matière financière du Canada (ACFC) Judith Robertson est commissaire de l’Agence de la consommation en matière financière du Canada (ACFC) depuis 2019.
Dirigeante chevronnée, la commissaire a suivi un parcours professionnel diversifié, cumulant 25 ans d’expérience dans le secteur privé, au sein d’importantes entreprises de services financiers au Canada, aux États-Unis et au Royaume-Uni. De plus, elle a acquis une expérience considérable en matière de surveillance réglementaire, d’élaboration de politiques et de règlement des différends.
Elle a occupé le poste de commissaire à la Commission des valeurs mobilières de l’Ontario (CVMO) de 2011 à 2017 et, plus récemment, a été membre du conseil d’administration de l’Autorité ontarienne de réglementation des services financiers (ARSF), de 2017 à 2019.
Tashia Batstone, FCPA, FCA President & CEO FP Canada As president and chief executive officer of FP Canada, Tashia leads the organization in its purpose of championing better financial wellness for all Canadians.
In a career that spans 30 years, Tashia has held progressively senior roles in academia and in the financial services industry. Prior to joining FP Canada in May 2021, Tashia was senior vice-president, External Relations and Business Development at CPA Canada, with responsibility for CPA certification, member services, research, and the CPA profession’s award-winning Financial Literacy program.
An innovative leader who embraces change, Tashia led CPA Canada Foresight, a multi-stakeholder strategic initiative to reimagine the future of the accounting profession. Building on her extensive background in accounting education, as vice-president, Education, CPA Canada, Tashia also led the development of the inaugural CPA certification program for the newly unified accounting profession. Prior to joining CPA Canada, Tashia served as CEO of the Institute of Chartered Accountants of Newfoundland and Labrador. Tashia began her career lecturing in accounting and finance at Memorial University of Newfoundland.
Tashia, a native of Newfoundland and Labrador, has an established track record of volunteering with organizations focused on women’s empowerment. She currently is vice-chair of the board for the World Association of Girl Guides and Girl Scouts (WAGGGS) and is a member of the audit committee of the Anglican Foundation of Canada.
Stacy Yanchuk Oleksy Credit Counselling Society Interim CEO and Director of Education & Community Awareness Stacy is the interim CEO for Credit Counselling Canada, a national association and accrediting body for the non-profit credit counselling industry in Canada. Stacy will return to her home organization, the Credit Counselling Society, upon completion of the secondment, as the director of Education and Community Awareness. She has a master’s degree in family ecology, and is a professional coach and certified educator in personal finance. Stacy is a passionate and dynamic speaker and facilitator and has over 20 years experience in program development, adult education, and leadership. She has presented at various conferences in Canada and the U.S. and has served on various expert panels. She has a monthly article in Canadian Living, and is called to speak to local, regional, and national media on personal money management. Stacy has co-written two money workbooks and has developed personal finance curriculum for various workshops and webinars. Stacy has served on the CCC Education Committee, Debt Advisory Committee for Consumer Protection BC, and the Advisory Committee for the Vancouver Rent Bank.
Nancy Snedden, CPA, CIRP President BDO Canada Ltd. Nancy is the President of BDO Canada Ltd. and the National Service Line Leader for BDO’s
Personal Debt Solutions practice. Nancy oversees the insolvency, credit counselling and debt
help practice for Canada, but is based in Newfoundland & Labrador and serves that province
including the Avalon Peninsula, Clarenville, Bonavista, Gander, Grand Falls-Windsor, Burin
Peninsula, Corner Brook, Stephenville and everywhere in between.
Nancy has been working in insolvency for over 15 years and has assisted thousands of
individuals with creative and practical solutions to resolve their financial difficulties. She has
a broad range of financial recovery experience for businesses of all sizes including bankruptcy
filings, proposals to creditors, receiverships, and court-appointed ‘Receiver-Manager’
expertise.
Nancy is actively involved in the profession as a past board member of the Newfoundland &
Labrador Association of Insolvency and Restructuring Professionals, as well as a past board
member of the Canadian Association of Insolvency and Restructuring Professionals. Nancy is
equally committed to her passion for health and fitness. In her free time, she is usually found
cycling, walking, running or training at the gym.
Nancy’s Professional Designations & Education include Bachelor of Commerce (Hons.),
Memorial University of Newfoundland, Chartered Professional Accountant (CA, CPA),
Chartered Insolvency and Restructuring Professional (CIRP) and Licensed Insolvency Trustee (Atlantic Canada).
Dr. Supriya Syal Deputy Commissioner of Research, Policy, and Education Financial Consumer Agency of Canada Supriya is a leading expert in research and evidence-based policy innovation in Canada.
She is the deputy commissioner of Research, Policy, and Education at the Financial Consumer Agency of Canada, where she is leading the renewal and implementation of the National Financial Literacy Strategy. She is the former chief science advisor to the Treasury Board Secretariat Talent Cloud, and the former chief behavioural scientist of the Privy Council Office Innovation Hub.
Prior to joining the public sector, Supriya was VP of Research and Innovation at BEworks Inc. She is also the founder and former president of Dulcimer Labs, a purpose-driven company that creates social impact through evidence-based decision making. She has won multiple awards, published in top academic and popular journals, and has co-authored a number of policy white papers.
She is a regularly invited speaker at research, tech and innovation government conferences, and has also appeared on Crowdcast, radio and television, including National Public Radio (U.S.) and on TVO’s flagship current affairs show in Canada, The Agenda. Supriya holds a PhD in psychology from Cornell University, as well as a master’s degree in neuroscience and a bachelor’s degree in biochemistry.
Carolyn Goodwin Carolyn Goodwin, CPA, CGA Carolyn is CPA Canada’s Senior Manager, Operations in the Corporate Citizenship department managing the Financial Literacy program operations. She graduated with an Honours Bachelor of Commerce from Laurentian University and is a member of the Chartered Professional Accountants of Ontario. Carolyn is also a part-time professor at Humber College teaching for the Faculty of Business for their post graduate Professional Accounting Certificate program.
Carolyn is a real people person. She is passionate about her career and takes pride in using her resources to help everyone succeed and become the best version of themselves. When Carolyn has any spare time, she enjoys working on her sewing hobby making clothes, backpacks and purses for her family and friends.
CPA Canada partners with external virtual platform providers to deliver this program. By registering for this *program, you acknowledge your understanding that CPA Canada will share your personal information with those parties who require it to ensure your access. Personal information may include your name, company and email address and Store account number. Also note that you may be asked to create a profile on a third-party platform that we use to deliver the *program. To learn more about how CPA Canada collects, uses and discloses personal information, please refer to our privacy policy.
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Mastering Money Virtual Conference 2021 – DAY 2
Registration Is Closed
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