Venue
Delta Hotels by Marriott
Delta Hotels by Marriott , 101 Lyon St N, Ottawa, ON K1R 5T9, Canada

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Event Date Thu Nov 7 EST - Fri Nov 8 EST (about 5 years ago)
Location Delta Hotels by Marriott
101 Lyon St N, Ottawa, ON K1R 5T9, Canada
Region Americas
Details

The conference theme is “Building resilience in volatile economies”.

The world around us is changing at an unprecedented speed. Financial uncertainty is becoming a constant rather than a variable. Canadians will need greater knowledge as they make decisions for their personal and business finances. This conference will bring together thought leaders and industry experts from across Canada to help better understand this.

Topics include:
• Workplace
• Planning for the future/retirement
• Vulnerable populations – fixed income, low income, gig/contract work
investing
• International – why we should/need to care (trade, war, government instability)
• What will the next recession look like?
• Small business – surviving and starting
• Financial stressors and life events

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

Speakers

2019 Speakers

Catherine Crawford
Coordinator, CPA Canada

Odette Lawrence
Manager, Chartered Professional Accountants of Canada

Joy Thomas, MBA, FCPA, FCMA, C. Dir.
President and CEO, Chartered Professional Accountants of Canada

Judith Robertson
Commissioner, Financial Consumer Agency of Canada

Carl Oxholm, CPA, CA
Partner, PricewaterhouseCoopers

Wendy De La Rosa
Co-Founder, Common Cents Lab

Doretta Thompson, CAPA
CPA Canada’s Financial Literacy Leader, CPA Canada

Li Zhang
Principal, Corporate Citizenship, CPA Canada

Marlene Chiarotto, CPA, CA
Director of Program Delivery and Integration, Prosper Canada

Glenna Harris
Manager, Learning and Training, Prosper Canada

Janice MacLellan
VP, Operations, Canadian Payroll Association

Karen Jackson, RD, MA, CEP
Senior Advisor, Health Workplace® Strategies, Excellence Canada

Jérémie Ryan
Director, Financial Literacy and Stakeholder Engagement, Financial Consumer Agency of Canada (FCAC)

Michael Cocolakis
Director of Economic Research, BDC

Stacy Yanchuk Oleksy
Director, Education and Community Awareness, Credit Counselling Society

Shawn Lester, FCPA, FCA
Managing Partner, Lester Landau

Vania Karam, CPA, CGA

Carlie Weinreb
"The future of Financial Literacy"

Renzo Libaque
Bilingual Volunteer Management and Administrative Coordinator, CPA Canada

Larry Short, CPA, CGA
Portfolio Manager/Executive Director, HollisWealth

Wallace M. Howick FCPA FCA MBA
Managing Director, The Howick Group

Peter Waitzman
HealthFitness

Simon Brascoupé
Director, Capacity and Membership, First Nation Health Managers

Joseph Phillips
Administrator, Indigenous Financial Wellness, AFOA Canada

Helen Bobiwash, CPA, CMA, CAFM
Independent Accountant

Mary Ann Baynton
Program Director, Workplace Strategies for Mental Health, Canada Life

Dr. Jerry Buckland
Professor of International Development Studies

Janet Mowat
Program coordinator, ABC Life Literacy Canada

Relay Tangie CPA, CGA
Finance Manager, National Aboriginal Capital Corporations Association (NACCA)

Danielle Levine
Director, Interdepartmental New Initiatives, Chartered Professional Accountants of British Columbia

Luke Connell
Executive Director, SmartSAVER

Julie Kuzmic
Recognized Authority in Consumer Credit

Sponsors & Partners

2019 Sponsors

PREMIUM SPONSOR:
• Canada Life

SPONSORS:
• BDC
• CPA ACP
• CPA