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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 |
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
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
2019 Sponsors
PREMIUM SPONSOR:
• Canada Life
SPONSORS:
• BDC
• CPA ACP
• CPA