Agenda for the National Conference on Financial Literacy

From Financial Consumer Agency of Canada

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Pre-conference - Wednesday, November 1

14:00 to 16:00

Pre-conference workshops

Workshop A: Demystifying program evaluation (powerpoint presentation - 5.24 MB)

Thinking about how to effectively evaluate your financial education initiatives? Learn about tools, technologies and strategies to guide you. Discover how to measure outcomes and support continuous improvement. In this session evaluation practitioners will offer their knowledge and tips for success, allowing you to take away practical ideas to tailor your own plans

Facilitators: 

  • J. Bradley Cousins, University of Ottawa
  • Marcie McLean-McKay, Financial Consumer Agency of Canada

 

Workshop B: Secrets of digital marketing (powerpoint presentation - 4.32 MB)

Digital and social media channels have ushered in an era of unparalleled engagement, becoming dominant forces for interacting with stakeholders. How can you leverage these powerful engagement tools with limited resources? Ask a digital marketing expert how best to apply these technologies to reach and motivate your target audiences.

Introduction: André-Marc Allain, Financial Consumer Agency of Canada

Facilitator:

  • Ellis Westwood, Hill+Knowlton Strategies

17:00 to 19:00

Welcome reception and registration

Enjoy live music, network with industry peers and new contacts, and hear from special guest speakers from Canada and abroad. Our welcome reception also includes a youth showcase and presentation, where we shine a light on remarkable young Canadians who are blazing their own trail to improve financial literacy.

PennyDrops (PDF presentation - 1.54 MB)


Day 1 - Thursday, November 2

8:00 to 8:45

Registration, continental breakfast and financial literacy showcase


8:45 to 9:30

Conference opening 

Indigenous welcoming

Welcoming remarks

Get a high-level account of the financial literacy landscape. Find out what’s been achieved since the launch of the National Strategy for Financial Literacy and how we are building for the future together.

Speakers:

  • Lucie Tedesco, Commissioner, Financial Consumer Agency of Canada 
  • Jane Rooney, Financial Literacy Leader, Financial Consumer Agency of Canada
  • Guest speakers

9:30 to 10:10 

Opening keynote speaker - Alexandre Bilodeau (powerpoint presentation - 40.5 MB)

Introduction: Joy Thomas, Chartered Professional Accountants of Canada

Control your finances, dare to dream big

Alexandre Bilodeau is a two-time Olympic gold medalist and the first Olympian to win a gold medal on Canadian soil. A model of perseverance and a source of inspiration to many, he has proved himself to be one of Canada’s most talented young athletes.

On his journey to Olympic gold, Alexandre faced many challenges, including how to live within his means as an amateur athlete. Alexandre will share his inspiring story of determination, overcoming adversity and how he learned to master his sport—and his money—to achieve his dreams, both on and off the slopes.


10:10 to 10:50

Networking break and financial literacy showcase


10:50 to 12:10

Plenary session - Moving Research Results into Action: Success Stories in Program Delivery

Considerable financial literacy research is happening across Canada and globally. While these studies are yielding fresh insights, how can we transform the findings into actual solutions to benefit Canadians? Learn from experts who have recently applied their research to improve financial literacy programs and outcomes. Our panel will offer a close-up view of their work, how they integrated key learnings into program design and the results achieved.

Moderator: Bruno Levesque, Financial Consumer Agency of Canada

Panelists: 


12:10 to 12:25

Special guest speaker - Andrea Hasler, Global Financial Literacy Excellence Center (powerpoint presentation - 1.66 MB)

Does financial education impact financial literacy and financial behaviour? 

Bringing a global perspective to the conference, our special guest speaker will present the latest international research highlighting the effectiveness of financial education.


12:25 to 13:30

Networking lunch and financial literacy showcase


13:30 to 14:45

Plenary session 

It takes a village: financial literacy networks across Canada

In recent years, financial literacy networks have sprung up across the country to advance financial literacy. Organizations have joined forces to optimize their resources and work collaboratively toward a common goal, sharing information and business models that make an impact in their communities.

Moderator: Jane Rooney, Financial Consumer Agency of Canada

Panelists:  


14:45 to 15:15

Networking break and financial literacy showcase


15:15 to 16:55

Breakout sessions  

Reporting on progress, building the future together 

This is an opportunity to hear from your colleagues and have your voice heard. To kickoff each breakout session, panelists will share experience and stories to illustrate success and challenges, as well as reflect on existing gaps and how we might address them. The moderated portion will be followed by a facilitated roundtable discussion to generate ideas and feedback.

Concurrent breakout sessions:

Session A: Financial empowerment

Prosper Canada is partnering with five non-profit/charitable organizations nationwide to improve the financial well-being of Canadians living on low incomes.

Moderator: Elizabeth Mulholland, Prosper Canada (powerpoint presentation - 1.94 MB)

Panelists:

 

Session B: Financial literacy for youth

Participants in FCAC’s 2014 public consultations underlined the importance of starting to teach financial literacy at a young age. Financial literacy for youth continues to be an important area of focus for FCAC and for many in the financial literacy sector.

Moderator: Darren Hill, Junior Achievement of Saskatchewan

Panelists: 

  • Rob Carrick, Globe and Mail
  • Jared Penner, Child and Youth Finance International
  • Gary Rabbior, Canadian Foundation for Economic Education
  • Rhiannon Traill, The Jr. Economic Club of Canada

 

Session C: Financial literacy for Indigenous peoples

FCAC’s Canadian Financial Capability Survey identified that Indigenous Peoples could benefit from further strengthening their financial knowledge, skills and confidence. This panel will discuss programs and initiatives that are targeting Indigenous Peoples and reporting successful outcomes.

Moderator: Terry Goodtrack, AFOA Canada

Panelists: 


17:00 to 19:00

Networking reception 

Enjoy live music, network with industry peers, and hear from special guest speakers. FCAC will launch the new Account Comparison Tool and Credit Card Comparison Tool.


Day 2 - Friday, November 3

7:45 to 8:45

Continental breakfast and financial literacy showcase


8:45 to 9:00

Welcome to day 2


9:00 to 10:10

Plenary session - Harnessing marketplace innovations for financial well-being 

Technology offers unprecedented opportunities to engage Canadians in every facet of money management. In this session, we shine a light on innovation-minded organizations that have deployed new technology to drive creativity in financial literacy with successful results. Get inspiring ideas for harnessing innovation to introduce or reshape your financial literacy efforts.

Moderator: Jérémie Ryan – Financial Consumer Agency of Canada

Panelists: 


10:10 to 10:40

Networking break and financial literacy showcase


10:40 to 11:50 

Plenary session - Employee financial wellness: Bringing financial literacy to the workplace 

Research shows financial stress is the number one stressor for most Canadians. Employers that offer financial education are helping their employees address this stress head on, often resulting in improved morale and productivity. In this session, members of FCAC’s Workplace Working Group will share their research, knowledge and best practices for engaging organizations about the importance of workplace financial literacy. This panel features an international panelist who will present her experience of bringing financial education to teachers in Australia.

Moderator: Susan Murray, Canadian Life and Health Insurance Association (powerpoint presentation - 1.15 MB)

Panelists:


11:50 to 12:20

Closing keynote speaker - Nancy Castillo, Center for Financial Services Innovation (powerpoint presentation - 9.36 MB)

The future of financial health: Big ideas, big opportunities 

Companies across Canada and the United States are increasingly realizing that they will thrive when they align the success of their business with the success of their customers. With ground breaking research and analysis, our final keynote speaker, from the Center for Financial Services Innovation (CFSI), is at the forefront of financial health innovation. She will explain CFSI’s vision of financial health, share ways to measure financial health and articulate its relevance to industry stakeholders, including financial services providers. She will also highlight the importance and the opportunities—for individuals and organizations alike—of focusing on a consumer’s full financial life, which will translate into an improvement in financial outcomes for consumers.


12:20 to 12:35

Closing remarks

Master of ceremonies and conference hosts will deliver closing remarks.

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