Speakers

Michelle Ackland
Employment and Financial Coordinator, The Candora Society of Edmonton
 
Michelle is an RSW who has been working in the community development field for the past 12 years. She spent the last eight years facilitating Financial Literacy programs in the Greater Edmonton area. Michelle began her financial literacy journey with the a pilot program with the Alberta Government and the Edmonton Financial Literacy Society, where with her partner she developed a curriculum specifically for Women who are on Government Financial Assistance together with her partner. In her current position as the Financial and Employment Coordinator at the Candora Society of Edmonton she incorporates all aspects of financial literacy into her work and life.  
 
Al Antle
Executive Director, Credit Counselling Service of Newfoundland and Labrador
 
For almost 33 years, Al Antle has been the Executive Director of Credit Counselling Services of Newfoundland and Labrador (CCSNL). He was recruited by the five major religious denominations along with the then Community Services Council in 1982 to lead and grow a community based financial counselling service in his home province. CCSNL learned within months of opening its doors, that financial education – the term “financial literacy” had not yet come into vogue, was as important as counselling and advocacy; so began a community centered education presentation aimed at improving shopping skills among people depending upon social assistance to meet their daily needs. This was quickly augmented by a credit and debt awareness session along with basic budgeting skills. Currently CCSNLs sessions have expanded to dozens of topics with the agency presenting in excess of 100 sessions annually throughout the province of Newfoundland and Labrador. These are aimed at all manner of consumers from high school and early post-secondary students to service clubs, support groups, employers, prisons and employee groups. For three years he researched and hosted a consumer awareness news-point on CBC Radio Newfoundland, along with a similar venture on the local community TV channel. He has written extensively for both e the Telegram and Independent newspapers. Al is a regular media commentator on matters of consumer interest and impact and he is a local advocate for improved financial literacy opportunities for consumers from the “cradle to the grave”. Essential to CCSNLs practice and services, is the reality that finances and money priorities of consumers with limited income is radically different than those of others. Therefore identifying and evolving different means of reaching out to the group must always be a priority. Al is and has always been an active community volunteer. His current commitments are to Habitat for Humanity, United Way, the Salvation Army and the provinces EAP Movement.
 
Althea Arsenault 
Manager of Resource Development, NB Economic and Social Inclusion Corporation
 
Althea Arsenault has been a team member at the NB Economic and Social Inclusion Corporation (ESIC) since its first day of operation five years ago as the Manager of Resource Development. She has a wide range of responsibilities: finance, policy, partnership development, performance indicators, strategic planning, silo busting and special projects like the “Get your piece of the Money Pie" income tax project, Canada Learning Bond partnership and financial literacy. Prior to ESIC, Althea worked in a variety of organizations including government and hospital foundations, university development office and sport governing bodies managing both provincial and Olympic sport programs and teams. Her passion is volunteering and currently she is involved with Triathlon NB as a board member, official, trained coach and the provincial team manager working towards the 2017 Canada Summer Games. She is an active member of the local high school’s Parent Committee, a member of the community Recreation & Tourism Committee, Advisory Board member with the NB Social Policy Research Network and an active member of three financial literacy groups. Her proudest job is being a full-time single mom, support staff and cheerleader for her 17 year old daughter in her life, academics and goal of becoming a high performance athlete.
 
Kaila Basilij
Program Director, SmartSAVER
 
Kaila Basilij is the Program Director at SmartSAVER; a program developed by the Omega Foundation, focused on helping lower-income Canadian families to save for their children's higher education using Registered Education Savings Plans (RESPs) and the Canada Learning Bond. With close to 10 years of experience focused on experiential, sponsorship, event and shopper marketing, for corporations including Energizer and SC Johnson, Kaila is leading SmartSAVER's national marketing effort to increase uptake of the Canada Learning Bond. 
 
Ian Bird 
President, Community Foundations of Canada
 
Ian Bird is the President of Community Foundations of Canada (CFC), the national network that connects the country’s 191 community foundations. From the moment Ian joined CFC in 2011 he embraced its ‘all for community’ vision and immediately began exploring opportunities to mobilize its diverse network to achieve greater collective impact in communities across the country. A two-time Olympian in field hockey, Ian was well known in the sport community for his ability to bring groups together to affect change. He quickly began doing the same at CFC. From expanding CFC’s circle of champions to include new voices and expertise, to building new partnerships based on common interests and outcomes, Ian has worked hard to find new ways for the movement to address complex community issues. Under his leadership, CFC established its landmark effort to help build a smart and caring nation leading up to Canada’s 150th birthday in 2017. Smart & Caring Communities will see the movement expand its reach and establish special Smart & Caring Community Funds to celebrate Canada’s 150th birthday. The early success of the initiative has led to many opportunities including the network's first national advertising campaign, a 2017-focused partnership with CBC Radio-Canada and Via Rail Canada, and a unique invitation to play a key role in establishing the Rideau Hall Foundation – a new foundation for Canada. As the incubator of this foundation, community foundations will share their leadership experience and expertise and Ian will serve at the foundation’s first Executive Director while continuing to serve as President of CFC.
 
Gary Bloch 
Family Physician, St. Michael’s Hospital
 
Gary Bloch is a family physician with St. Michael’s Hospital in Toronto and co-Chair of the Ontario College of Family Physicians’ Committee on Poverty and Health. His clinical, research, advocacy, and educational interests focus on the intersection between poverty and health, and specifically on what primary health care providers can do to address poverty as a risk to health. He has led the development of clinical tools and educational sessions used by physicians, other health care providers, and health care trainees across Ontario. He has also been instrumental in the creation of a novel health team approach to social issues like poverty. This work has generated interest within the health community, the general public, and the media in Ontario and across Canada. 
 
Jennifer Bogoch 
Manager, Asset Building Programs, SEED Winnipeg
 
Jenn first came to SEED in 2003 as a participant in the LearnSave program then joined the staff in 2005. A lifelong Winnipegger, Jenn studied Sociology and Unban Studies at the University of Winnipeg and graduated with honours from the Community Development/Community Economic Development program at Red River College. Jenn has over fifteen years of experience delivering a wide variety of community programs, including 10 years with SEED’s Asset Building Programs. Jenn currently manages SEED’s Access to Benefits program, working with an amazing team of co-workers and a variety of partner organizations to bring financial empowerment to as many people as possible. With over seven years of practical experience running programs to support access to RESPs and the Canada Learning Bond, Jenn has a deep understanding of the barriers that many families living on a low income face. 
 
Kara Boles
POP Coordinator, The Winnipeg Boldness Project
 
Kara is the coordinator for The Winnipeg Boldness Project, a social innovation initiative that is working alongside local community to transform early childhood development outcomes. She is a graduate of the University of Alberta with a BA in philosophy. Her past experience includes navigating collaborative initiatives involving multiple stakeholders, which have included many community organizations in Winnipeg’s North End.
 
Ray Boshara 
Director, Center for Household Financial Stability, Federal Reserve Bank of St. Louis
 
Ray Boshara is senior adviser and director of the Center for Household Financial Stability at the Federal Reserve Bank of St. Louis. The center conducts research on family balance sheets and how they matter for strengthening families and the economy. Before joining the Fed in April 2011, Boshara was vice president of the New America Foundation, a D.C.-based think tank, where he launched and directed programs promoting asset development, college savings, financial inclusion and a new social contract. He has also worked for CFED, the United Nations in Rome and the U.S. Congress. Over the last 20 years, he has advised presidential candidates; the George W. Bush, Bill Clinton and Barack Obama administrations; and leading policymakers worldwide. He has testified before the U.S. Congress several times, most recently before the Senate Banking Committee in October 2011. Boshara has written for The Washington Post, The New York Times, The Atlantic Monthly, the St. Louis PostDispatch, Democracy and many other national publications. His media appearances include National Public Radio, Marketplace, CNBC, C-SPAN and Bloomberg News. His book, The Next Progressive Era, coauthored with Phillip Longman, was published in 2009. Boshara is a graduate of Ohio State University, Yale Divinity School and the John F. Kennedy School of Government at Harvard.
 
Florence Brake 
Independent Financial Literacy Facilitator
 
Florence Brake, an independent Financial Literacy Facilitator and is known for her contagious enthusiasm and for assisting others to become more financially literate and independent. Having transformed her own life after living in poverty in Kenya and in her first years as a newcomer to Canada, Florence is an inspiration to those in her community who are struggling to make ends meet. Trained by Prosper Canada to deliver financial literacy programs, Florence’s concrete and easy to understand techniques have helped many to save money, despite their low incomes. She believes financial literacy has the power to change people’s lives. Florence has many years experience in community development work locally and internationally. Her previous roles include, Financial Literacy Coordinator at Causway Work Centre and Community Development Manager, Ottawa Community Housing. Florence has a Master of Social Work degree from Carleton University.
 
Jeff Brown
VP Community Banking, Meridian Credit Union
 
With more than 15 years of financial services experience, Jeff Brown is Meridian’s Vice President, Community Banking. In this role, Jeff oversees the overall Member experience, sustainable operations and community engagement in Meridian’s urban markets. Prior to this role, Jeff was Meridian’s Vice President of Delivery Initiatives and Business Integration and was responsible for the development and execution of Meridian’s Small Business, Agency and Broker strategies. Under his leadership, positive gains were made in Meridian’s Small Business portfolio, member satisfaction and employee engagement. Previous to his time at Meridian, Jeff held a variety of roles at CIBC in the bank’s Business Banking, Wealth and Commercial Divisions. Jeff graduated with his MBA from Laurier, and holds the Chartered Financial Analyst, Chartered Professional Accountant and Certified Financial Planner designations.
 
Jo-Anne Bryan 
Manager of Deaf Adults Services, Silent Voice
 
Jo-Anne Bryan is the Manager of the Deaf Adult Services Program and Coordinator of the Deaf Financial Literacy Program at Silent Voice Canada in Toronto. Her programming includes one to one support of Deaf adults, a Housing Resource Center, annual free tax clinic, Deaf Parenting Program and Deaf Financial Literacy education. Jo-Anne is also excited to introduce a new project – education and training with regards to Domestic Violence Against Deaf Immigrants. A brief history of Deaf Financial Literacy education – this program was born from Silent Voice’s work with clients experiencing financial challenges, from access to services to managing debt and budgeting. Jo-Anne and her staff searched for accessible programming for Deaf adults in financial management to find that not a single resource existed. Jo-Anne knew that in order to meet the increasing demand for better financial understanding and management that Deaf financial literacy education was needed. Through funding from Prosper Canada and the TD Financial Literacy Grant Fund, Silent Voice piloted Deaf Financial Literacy education. In 2014, it opened with 25 Deaf adult participants; at June 2015 that number has grown to 70. The impact was even more far reaching, impacting hundreds more including the staff at financial institutions who gained a deeper understanding about access and accommodation, their obligation, and serving members of the Deaf community. Silent Voice is continuing to offer Deaf Financial Literacy education now in its second year. 
 
Jerry Buckland
Professor, Menno Simons College
 
Jerry Buckland is a Professor of International Development Studies at Menno Simons College in Winnipeg, and his research and teaching areas include micro-finance/financial inclusion/financial literacy and community-based development. One key avenue of research is the field of financial inclusion and its intersection with financial literacy studies. In the past 20 years he has written three books, including the UTP published book Hard Choices, six book chapters, 18 peer-reviewed articles, and eight policy reports.
 
John Capozzolo
Senior Vice President, TD Bank Group
 
As Senior Vice President, Direct Channels, TD Bank Group, John Capozzolo leads TD's North American Phone Channel and ATM businesses. He oversees a diverse cross-bank team of over 8,000 employees from TD Insurance, TD Wealth, TD Canada Trust and TD Bank, America’s Most Convenient Bank to deliver a seamless, legendary omni channel experience for their customers. With TD since 1980, John has progressed through increasingly senior mandates in Branch Banking, Corporate Office and Direct Channels. Prior to his current role, John was Senior Vice President, e.Bank, TD Canada Trust. John holds a BA, Economics from York University and an MBA from Queens University. A strong proponent of continuous learning and building skills for tomorrow, he acts on his passion for developing tomorrow's business leaders as a Retail Advisory Board member for the Ted Rogers School of Management at Ryerson University. Paying it forward and giving back to the communities where we live and work is a priority for John and TD. Both at work and on his own time, he gives back through involvement in the Toronto Food Bank and as an Advisor to the TD Group Bank United Way Cabinet. John leads the Persons with Disabilities Customer Experience Committee, and the Environmental Steering Committee - Employee & Community Engagement Working Group. John is the Board Chair for Prosper Canada and also an Advisor to the Ryerson -Ted Rogers School of Management - Retail Advisory Board.
 
Tulia Castellanos
Director of Strategic Engagement, Family Services of Greater Vancouver
 
Tulia is the Director of Strategic Community Engagement at Family Services of Greater Vancouver. For the past 25 years she has worked as a community developer, life skills facilitator, trainer, program developer and contract manager in a broad range of settings with diverse populations. In her current position, Tulia also oversees the Community Education and Development Division, providing services to Vancouver, New Westminster, and Richmond. Through these programs, one of them being Money Skills, Family Services responds to emerging needs at the community level. Because of the Money Skills evaluation results and her own practice, she strongly believes in the importance of community based Financial Literacy programs as a strategy to actively engage individuals in their financial life and family's future.
 
Nicole Chambers
Senior Program Officer, Canada Revenue Agency
Nicole Chambers has over 30 years’ experience with CRA in taxpayers services. She specializes in outreach and the community volunteer income tax program.
 
Lianna Chondo
Social Worker, City of Edmonton
 
A year after completing her Master of Social Work degree from the University of Toronto, Lianna began as a Social Worker at the City of Edmonton where she developed a commitment to poverty alleviation and the financial empowerment of marginalized populations. Lianna’s involvement in financial empowerment deepened as a facilitator of the financial literacy group of the Empower U: Building Confident Futures Initiative. Aligned with this work is her collaboration with a multi sector team that comprises the Alberta Asset Building Collaborative, where she currently serves as Chair. 
 
Graham Clyne
Executive Director, Peel Children and Youth Initiative
 
Graham has worked for over 25 years in the public and non-profit sectors in a number of capacities including time spent as a funder, community developer, researcher, evaluator and senior volunteer. He was the founder of the Prevention Dividend Project and the Canadian Institute of Economic Evaluation and has spoken to and worked with a wide range of organizations across North America on strategic planning, board governance and organizational effectiveness. Graham has led numerous research, evaluation and public policy studies, is an author and passionate speaker on issues affecting children and youth, and is a past winner of the Peter Drucker award for Innovation in Canada’s Non-Profit Sector. He is currently the Executive Director of the Peel Children and Youth Initiative.  
 
Joel Crocker
Director, Plan Institute
 
Joel Crocker has been an accomplished contributor to the social purpose sector for over 20 years, leading numerous education initiatives, community development programs and humanitarian aid responses across Canada and globally. Joel joined PLAN and Plan Institute in 2010 to manage the outreach and awareness program of the Registered Disabilities Savings Plan (RDSP) and to increase our partnership opportunities with governments and professionals. PLAN is a membership-based, non-profit organization, established by and for families committed to ensuring the safety, security and well-being of our relatives with disabilities. Plan Institute is PLAN's educational outreach arm. Joel recently transitioned to become the Director of Plan Institute and focuses on collaborating with all stakeholders to provide holistic future planning instruction and services to the wider disability community. Joel has a Masters in Business Administration with a Leadership major from Royal Roads University in Victoria, BC and in his spare time enjoys reading, hiking, biking and spending quality time with his partner Mary and sons Tae and Odin.
 
Meaghan Daly
President, Forward Vision Games
 
Meaghan has a degree in finance and worked as an equity trader/market maker for major Canadian banks and investment firms for over seven years. She was a trader during the financial crisis and saw first hand what happens when governments, businesses and financial institutions do not understand financial risk. She also realized that the same issue is true with people. They struggle with financial decisions due to a lack of understanding of financial risk. Meaghan is very passionate about financial literacy, the capital markets, and aboriginal issues. She started and launched Forward Vision Games based on the core belief that the financial world has changed and we need to change how we teach it. Forward Vision Games builds cloud based financial strategy games to teach foundational financial skills to people in an engaging and impactful way. The company focuses on building financial capacity in aboriginal youth and First Nation communities. The first game launched in the fall of 2013 in northern Alberta for upper year high school students. Forward Vision Games is now working on partnerships with high schools, colleges and universities as well as First Nation leaders in communities across the country.
 
Frank Denton 
Assistant Deputy Minister of the Policy, Planning and Oversight Division, Ministry of Government & Consumer Services
 
Frank Denton leads development of regulatory policy reforms in the areas of consumer protection, public safety and business law. He is also responsible for oversight of nine arms-length regulatory bodies which regulate specific sectors, including  fuel, technical devices and electrical safety, real estate, travel, motor vehicle dealers, funeral services, and new home builders. Frank has held a number of senior management positions in the Ministries of Finance, Infrastructure, Labour, and Economic Development and Trade, as well as Cabinet Office and the former SuperBuild Corporation. His primary background is in regulatory policy and practice and he has led or supported the development of numerous bills and regulations. He has also led the design of government agencies and other arm’s-length organizations. He is a past board member of the Electrical Safety Authority and Ontario Electricity Financing Corporation. Prior to joining the Ontario Public Service in 1992, Frank practiced as a commercial lawyer with the firm of Osler, Hoskin and Harcourt.
 
Amy Desjarlais
Indigenous Knowledge Keeper & Educator
 
Amy Desjarlais is Ojibwe/Potowotomi – Anishinabe from Wasauksing First Nation. She is a Reiki Practitioner, Multidisciplinary artist, Indigenous Knowledge Keeper & Educator. Amy promotes Niigaan ge (leadership), Mnobimaadziwin (the good life) and Okichitaw (self-actualization as a warrior of peace). She is a Blackbelt in Okichitaw Martial Arts (based on Plains Cree fighting style). Amy currently resides in Toronto with her young son.
 
Lauren Dobell
Director of Strategic Partnerships and Advocacy, Vancity
 
Lauren Dobell (QUEEN’S, OXFORD) is Director of Strategic Partnerships for Vancity, Canada’s largest financial cooperative, and remains awed by the breathtaking potential of capital mobilized in support of healthy communities characterized by economic inclusion, environmental sustainability and meaningful reconciliation. The credit union annually returns 30 per cent of its profits directly to its half-million members and their communities, while continuing an unprecedented journey to migrate the whole of a $20+ billion “book” of funds under management to impact investment.  Most exciting, from Lauren’s perspective, is Vancity’s advocacy work across sectors to help shape a truly enabling policy environment for progressive social finance and community impact investment. Her winding path to values-based banking includes forays into international development, academia, and public policy advising at all levels of government. “Canadian Councils” (for international cooperation, unity, learning) are a strangely recurring phenomenon in her resume. 
 
Adam Fair 
Director of Programs, Prosper Canada
 
Adam Fair studied politics and economics at the University of Toronto. He also completed the Graduate Diploma in Social Innovation program at the University of Waterloo. Mr. Fair began his career in social development at Prosper Canada over eight years ago and is currently Director of Programs, overseeing innovative financial empowerment programs that strive to build the financial resilience and wellbeing of low income Canadians. 
 
Rebecca Finlay
Vice-President, Communications & Knowledge Outreach, Canadian Institute for Advanced Research
 
Rebecca Finlay is Vice-President, Knowledge Outreach at the Canadian Institute for Advanced Research (CIFAR). CIFAR brings together outstanding researchers to work in global networks that address questions of importance to the world. With expertise in knowledge exchange, strategy and public affairs, Rebecca is responsible for creating opportunities for researcher and stakeholder engagement with the potential to drive social, technical and sustainable innovation. Prior to joining CIFAR, Rebecca was Senior Advisor, Communications with the Toronto Region Research Alliance and previously, Group Director, Public Affairs and Cancer Control for the Canadian Cancer Society and National Cancer Institute of Canada. Before moving to the non‐profit sector, she built strategic partnerships as First Vice President, Financial Institution and Partnership Marketing for Bank One International and Vice President, Member Business Management with MasterCard International. Rebecca is an active volunteer, having held positions on non-profit and hospital boards. She completed an M.Phil. in Social and Political Sciences at the University of Cambridge and holds a B.A. (Hon) from McGill University.
 
Patrick Foran
CTV Journalist, CTV News
 
Pat Foran is an award-winning journalist who has worked for three different CTV affiliates across Canada. He is the host of a popular segment called Consumer Alert and his stories are seen on CTV stations across the country. Pat has helped consumers recover millions of dollars, exposed scams and passed on countless money saving tips to the public. He is the author of four bestselling Canadian books, the latest being The Smart, Savvy Young Consumer - a book designed to help young people become more financially literate. Pat is passionate about financial literacy and served on the Federal Government's Financial Literacy Task Force and is currently on the steering committee for Financial Literacy under Canada's Financial Literacy Leader Jane Rooney. He has also donated his time to work with World Vision in Uganda and The Christian Children's Fund of Canada in Nicaragua.
 
Jocelyn Friesen
Administrative Coordinator, SEED Winnipeg
 
Jocelyn Friesen has worked at SEED Winnipeg for almost four years.  In addition to being a mother of four amazing children, Jocelyn is the first face that most people see when they come to SEED. She plays an active role in coordinating staff support for events such as the Move for Hope which raises money to support those impacted by domestic violence. She is also the Employee Campaign Chair for United Way at SEED and has been a part of the Aboriginal Community Collaborations Committee at SEED. Jocelyn brings an invaluable understanding of the challenges that low income families face by sharing insights gained through her own lived experience.
 
Maia Graham-Derham
Manager, Financial Access Programs, Assiniboine Credit Union
 
Maia has been a valuable member of the Assiniboine Credit Union team since 2007. After joining Assiniboine, Maia pioneered the Financial Services Representative role at the Community Financial Services Centre (CFSC), a successful joint effort between ACU and community partners to bring financial services to the under-banked in an underserved neighbourhood. Through that role Maia made many connections with local not-for-profits and community development organizations, eventually taking a position at a local neighbourhood renewal corporation. In 2011 Maia accepted the role of Manager, Financial Access Program at Assiniboine Credit Union supporting ACU’s work to increase access to financial services and financial empowerment. Currently Maia is responsible for managing ACU’s involvement in asset building and banking the under-banked.
 
Courtney Hare
Public Policy Manager, Momentum
 
Courtney has worked in Community Economic Development and poverty reduction for more than 10 years. She currently leads the Public Policy work at Momentum, a Calgary-based social enterprise, focusing on systemic and root causes of poverty. She is an active volunteer in her community and city, including co-founding two social enterprises: The Calgary Tool Library and Bridgeland Farmers Market. She is passionate about collaborative social policy development; most recently on the issues of payday lending, children’s education savings, local investment funds, and social housing asset limits.
 
Sandra Huculak
Managing Director, Corporate Social Responsibility, ATB Financial
 
Sandra’s career has included providing strategic communications work for the Government of Alberta, Calder Bateman and Capital Health. She is currently with ATB Financial, where she created the first CSR framework for the largest Alberta-based financial institution. She previously collaborated with the World Health Organization to build and teach strategic communications, community advocacy and media relations courses to health professionals around the globe. She is part of the Edmonton Mayor's Poverty Task Force, sits on the board for Sorrentino’s Compassion House Foundation and is a member of the University of Alberta’s Institute for Sexual Health Minority Studies & Services.
 
Zanna Joyce
Coordinator, Financial Literacy and Access Program, SMD Clearinghouse, Inc.
 
Zanna Joyce coordinates the Financial Literacy and Access Program for SMD Self-Help Clearinghouse in Winnipeg, Manitoba, which she has done since its inception seven years ago. There, she offers both the Asset Building Program, and Access 2 Benefits, coaching people to apply for available income benefits and providing one-to-one budget checks. She has worked for her entire career in the area of community capacity building, with individuals and organizations, both with organizations and through her consulting firm. Zanna was involved in the early days of the development of financial empowerment programs in Winnipeg. This work has provided a good grounding in both the research and practical application of important principles. She is involved in the Manitoba Financial Literacy Forum Advisory Council, and in the ABLE Steering Committee and Research and Policy Committee.
 
Salimah Kassam
Manager, Financial Empowerment, United Way Calgary and Area
 
Salimah holds a unique space as both an artist and an analyst. During the first stage of her working years, Salimah explored her passion for live theatre, through producing, directing and playwriting new Canadian stories. During her late 20’s, Salimah merged her passion for theatre with her deep respect for education through working for NGOs in East Africa and Asia as a drama teacher and curriculum developer. Returning to Calgary, Salimah took a job at social profit agency called Momentum. During her five years at Momentum, Salimah immersed herself in community economic development, social finance and behavioral economics. Thinking locally and systemically feels natural to Salimah, and in an effort to grow her knowledge, Salimah turned to the School of Public Policy at the University of Calgary to complete a masters with a focus on economic and social policy. Currently, Salimah is the Manager of Financial Empowerment for the United Way Calgary and Area, where her and her awesome team are executing a scaled, integrated and inter-sectional strategy aimed at reducing poverty in half in Calgary by 2023.
 
Nene Kraneveldt
Service Provider to the Indigenous Financial Literacy, Indigenous Financial Literacy Committee
 
Nene Kraneveldt is a community development specialist who brings a wealth of knowledge and experience to the AFOA Facilitator team. A member of the Hupacasath Nation (one of the 14 Nuu‐chah‐nulth Nations), Nene has worked with First Nations, aboriginal organizations, and federal and provincial governments for more than 15 years. As a First Nation’s change agent, she has first‐hand experience in aboriginal issues and has committed her entire professional career to improving social, community, and economic conditions for aboriginal people in British Columbia. Nene holds a Masters Degree in Leadership and Training from Royal Roads University. As a lifelong learner she continues to build knowledge through continued academic pursuits and practical research opportunities. Nene has been involved in improving financial literacy in aboriginal communities for the past five years. She specializes in curriculum development (First Nations Financial Fitness Handbook and Facilitator Guide and Dollars and Sense Facilitator Guide and Workbook) and facilitating financial fitness workshops across Canada. Nene has been privileged to work with First Nations and aboriginal organizations across the country, providing support for capacity building, proposal writing, and program development. She is best known for her ability to build and maintain positive relationships with community organizations, funders, community members, and federal and provincial governments. An experienced policy analyst, she specializes in policy research and development with a strong focus on social policy. Nene works from the mantra “building individuals, families, communities, and nations one person at a time,” and enjoys co‐creating human, social, and economic development programming.
 
Amanda Lang
Producer and Anchor, Bloomberg Television Canada
 
Award-winning business journalist Amanda Lang has been covering business in North America for 20 years. Lang will produce and anchor two weekly shows for Bloomberg Television Canada, launched in early 2016. Previously, Lang was CBC’s senior business correspondent, reporting for its flagship nightly news program, The National, and host of The Exchange with Amanda Lang, a daily business program airing on CBC News Network. Lang studied Architecture at the University of Manitoba, before becoming a journalist. Her first job in journalism was for the Globe and Mail, and subsequently Lang joined the Financial Post newspaper, where she became the paper’s New York correspondent. In New York she made the leap to television, where she first was part of the team that launched BNN and before long wound up at CNN as a reporter and anchor. She returned to Canada in 2002 to re-join BNN, and has been with CBC since 2009. Her best-selling book, “The Power of Why,” (HarperCollins, October 2012) explores the connection between curiosity and success. Lang is at work on a second book for Harper Collins to be published in the fall of 2016.
 
Dominique Leonard
Research Associate, Social Research and Demonstration Corporation
 
Dominique Leonard is a Research Associate as the Social Research and Demonstration Corporation (SRDC). She has experience in both the research and operational elements of the implementation and evaluation stages of large-scale experimental demonstration projects and smaller scale program evaluations. Her most recent work on SRDC projects includes the development and outcomes evaluation of online, interactive financial literacy modules for postsecondary education aimed at low-income youth in Boys and Girls clubs across Canada, and research on the extent of non-standard delivery of postsecondary education in Canada and government-sponsored student financial assistance. Since joining SRDC in 2008, Ms. Leonard has also worked on large social demonstration projects related to lowering the non-financial barriers on access to post-secondary education, literacy and essential skills training in SMEs, and early child development in linguistic minority contexts in Canada. 
 
Tamara Lindsay
Principal, Cities for Financial Empowerment Fund
 
Tamara Lindsay is a Principal at the Cities for Financial Empowerment Fund where she oversees the Financial Empowerment Center initiative and provides technical assistance to municipalities looking to launch and implement financial empowerment programs for residents with low incomes. Prior to this role, she was the Director of Programs at the NYC Department of Consumer Affairs Office of Financial Empowerment (OFE). Ms. Lindsay holds a Bachelor's degree from Syracuse University, a MSc from the London School of Economics and a MPA from Baruch University, City University of New York.
 
Sarah Marsh 
City Councillor, Ward 10 Kitchener
 
Sarah Marsh is a social researcher and a city councillor in Kitchener, Ontario. She has a master’s degree in community development and her research interests include mental health, diversity, and financial inclusion. Sarah initiated a local collaborative to increase access to financial services and products for people living on a low income. 
 
Honourable Deb Matthews
Minister Responsible for the Poverty Reduction Strategy/Deputy Premier
 
Deb Matthews was first elected to the Ontario legislature in 2003 as the MPP for London North Centre. She was re-elected in 2007, 2011 and 2014. Matthews currently serves as Deputy Premier, President of the Treasury Board and Minister Responsible for the Poverty Reduction Strategy. She has served as Minister of Health and Long-Term Care and as Deputy Premier, as well as Minister of Children and Youth Services and Minister Responsible for Women’s Issues. As Minister of Children and Youth Services, Matthews introduced The Poverty Reduction Act in 2009, which legislates an ongoing government commitment to poverty reduction. She played a key role in the establishment of the Ontario Child Benefit, a cornerstone of the Poverty Reduction Strategy. In her role as the Minister of Health and Long-Term Care, Matthews introduced the Excellent Care for All Act, spearheaded the initiative to significantly reduce the cost of prescription drugs in Ontario and led the negotiations that resulted in a new deal with doctors in 2012. Guided by the Action Plan for Health Care, Matthews has worked to transform health care delivery to create a system that is more responsive to patients and delivers better value for taxpayers. A lifelong resident of London, Matthews has been actively involved in community organizations in the London area. Matthews served as President of Big Sisters of London and coordinated the capital campaign for the Boys and Girls Club of London. She volunteered with Orchestra London, the Thames Valley Children’s Centre, the Canadian Institute for the Blind and the Salvation Army. Her annual community book drive has collected tens of thousands of books destined for young readers.Matthews has three children and five grandchildren. 
 
Donna McBride 
Director of Operations, Momentum
 
Donna brings an extensive background to her position, spanning more than thirty years in business, leadership and advocacy. As a founding member of the Financial Empowerment Collaborative, Donna uses her experience in financial literacy, asset building, and community capacity building programs to support the collaborative in achieving its objectives.
 
Hélène Ménard
Executive Director, EBO Financial Education Centre
 
Hélène Menard is the Executive Director at EBO Financial Education Centre (formerly Entraide budgétaire Ottawa) since March 29th 1993 and a member since 1985. Hélène is very active in the Franco-Ontarian movement; involved on the Board of Directors of the Francophone Assembly of Ontario and at Direction-Jeunesse a provincial youth organization. Hélène is very active in the Franco-Ontarian movement; involved on the Board of Directors of the Francophone Assembly of Ontario and at Direction-Jeunesse a provincial youth organization. For eight years, she worked in different capacities at The Youth Services Bureau including working with young people living on the streets of Ottawa. She was a community developer for the Lowertown Community Resource Centre; have also sat on the Board of Directors. Hélène is very interested in social justice and have felt most impacted by people working together to achieve common goals and helping each other. Since 2012, she has been a board member of The Income Security Advocacy Clinic (ISAC) and is presently the vice-president. She is one of the founding members and current chair of the Financial Literacy Action Network of Ottawa (FLANO).
 
John Midgley
Head of Government Relations, Intuit
 
John leads on international public policy for Intuit including Canada. Prior to joining the company in 2012, John spent over 6 years in public affairs consulting, specialising in the tech sector.  He sits on the boards of various trade association and policy organisations including Canada’s Digital Policy Forum.
 
Jonathan Mintz
President and CEO, Cities for Financial Empowerment Fund
 
Jonathan Mintz is Founding President and Chief Executive Officer of the Cities for Financial Empowerment (CFE) Fund, a national non-profit organization that supports municipal efforts to help low-income families and individuals achieve long-term financial stability. He also founded and co-chaired the Cities for Financial Empowerment Coalition (CFE Coalition), which brings together pioneering municipal governments from across the country to advance innovative financial empowerment initiatives on the municipal, state, and national level. Jonathan was previously the longest-serving Commissioner in the history of the New York City Department of Consumer Affairs (DCA), having been appointed to the role by former New York City Mayor Michael R. Bloomberg. During this time, Mintz redefined the Department’s regulatory enforcement powers toward a focus on consumer financial stability, re-envisioning consumer rights in fields such as debt collection, process serving, employment, and finance. While there, he launched the Office of Financial Empowerment (OFE), which has been replicated by local governments across the nation to systematically advance programs in financial counseling and education, asset building, and safe banking. Mintz has pioneered the “Supervitamin Effect,” a growing body of programs, policies, and research that measures the positive impacts of integrating financial empowerment services into mainstream local government antipoverty programs such as workforce development, public housing, domestic violence, prisoner reentry, and more.
 
Elizabeth Mulholland
Prosper Canada, Chief Executive Officer
 
Elizabeth Mulholland is the Chief Executive Officer of Prosper Canada, a national charity dedicated to expanding economic opportunity for Canadians living in poverty through program and policy innovation. Ms. Mulholland joined Prosper Canada in 2011, after a 25-year public policy career in the public, private and non-profit sectors, including a decade of independent consulting, five years as the Senior Policy Advisor, Social Development in the Office of the Prime Minister, and five years directing United Ways of Ontario’s Government Relations program.
 
Brenton Peck
Manager, Center for Financial Services Innovation
 
Brenton Peck is a Manager at the Center for Financial Services Innovation (CFSI) where he leads projects focused on helping his clients design and deliver high-quality, sustainable products and services. He has helped many nonprofits and credit unions with their financial empowerment strategy, including Vancity through the launch of their payday loan alternative product, the Fair & Fast Loan. He is passionate about financial services being a 'force for good' in peoples' lives and believes that credit unions and other financial institutions can build a more robust, engaging and consumer-centric environment.
 
Valérie Picher
Director, TD Bank Group
 
Valérie joined TD Bank Group in May 2013 as a Director, Community Relations. She helps to manage one of the largest corporate donations budget in Canada, which supports more than 2,500 NGOs, universities, colleges and arts organizations every year. With her focus in the area of Education and Financial Literacy, she works with a variety of organizations to promote access to post-secondary education, support excellence at Canada’s Universities and Colleges and invest both financial and human resources to raise financial literacy levels in underserved communities across Canada. She also has the responsibility to coordinate the Bank’s community giving for Aboriginal communities. After graduating the University of Ottawa with a Bachelor’s degree in Communications, Valérie began her career in politics.  She’s served 8 different Cabinet Ministers at the federal and provincial levels over the last 14 years starting as a receptionist and working her way up through the ranks as a political policy advisor, press secretary, and director of communications.  In the final six years of her political career, she served as Chief of Staff for two Cabinet Ministers under the McGuinty/Wynne governments.
 
Tanya Raso
Mobile Community Financial Worker, Jane Finch Community and Family Centre
 
Tanya Raso is a graduate from the Assaulted Women and Children’s Counselor/Advocate Program and most recently has completed her Personal Finance training . She is a Financial Empowerment and Problem Solving (FEPS) worker with the Jane Finch Community and Family Centre, with over 15 years working in the non profit sector Tanya has had the opportunity to work with various groups beginning with parents and young children, single mothers/youth, case management for individuals experiencing mental health issues and most recently financial literacy with families with a minimum income of 30,000. Through her work Tanya has been able to help facilitate the return of much needed monies to individuals who are most marginalized in the community. Through the FEPS program Tanya has had the opportunity to work alongside many organizations with the same goals and views of financial literacy. She has done this through the facilitation of various workshops that focus on topics such as budgeting/banking and credit. Most recently Tanya has begun to concentrate more work primarily in the area of DTCC- Disability Tax Credit Certificate. She has met with individuals on a one-on-one basis as well as group settings to discuss the Disability Credit, how to apply and what the process is after acceptance. She also discusses the RDSP/RRSP and RESP process and the importance of educating people on financial capability and long term benefits for individuals.
 
Dr. Barry Rieder
Community Minister, Jane Finch Community Ministry
 
Dr. Barry Rieder, As a Community Minister in the low income, culturally diverse community of Jane and Finch in Toronto he has been engaged in community development initiatives and collaboratives for the last 20 years.  He is one of the founding members of the Black Creek Financial Action Network (BCFAN). His involvement with BCFAN is through the Black Creek Micro Credit program.
 
Tracey Robertson
Strategy Lead for Prosperous People, Ontario Trillium Foundation
 
Jennifer Robson
Assistant Professor, Carleton University
 
Jennifer Robson is an Assistant Professor at Kroeger College, Carleton University where she teaches in both the graduate program in political management and the undergraduate program in public affairs and policy management. Her active research projects address tax policy, wealth inequality, financial literacy, and political management. Her past research has included youth transitions, retirement income security, social assistance and settlement of newcomers to Canada. She is a periodic contributor to Macleans, Canada2020 and the Institute for Research on Public Policy.
 
Mack Rogers
Director of Programs, Community, ABC Life Literacy Canada
 
Mack is the Director of Programs, Community, at ABC Life Literacy Canada. Mack is a long-time educator and program developer who has a passion for working with learners in all areas of personal development and essential skills. A teacher by training, Mack believes in applying an equal mix of learning theory, common sense and collaboration to build programs that not only educate learners, but engage communities.
 
Jane Rooney 
Financial Literacy Leader, Financial Consumer Agency of Canada
 
Jane Rooney is Canada’s first Financial Literacy Leader. Appointed in April 2014, Ms. Rooney works to coordinate financial literacy initiatives by collaborating with stakeholder groups across the country. Her goal is to strengthen the knowledge, skills and confidence of Canadians in dealing with financial matters.
The Financial Literacy Leader position is a Governor in Council appointment. Ms. Rooney acts under the instructions of the Commissioner of the Financial Consumer Agency of Canada (FCAC). Ms. Rooney’s previous role at FCAC was Director, Financial Literacy and Consumer Education. This program is focused on helping Canadians increase their financial knowledge and confidence; and increasing consumers’ knowledge and awareness of financial products and services, and their rights and responsibilities in this area. The innovative approach taken by Ms. Rooney and her financial literacy team earned them a 2010 Public Service Award of Excellence for their development of The City, a Financial Life Skills Resource, a simulated online world that offers an interactive, engaging and fun way for students to learn about money. Ms. Rooney is a member of a number of committees working on financial literacy within Canada and abroad, including the OECD’s International Financial Education Network and the Canadian government’s Interdepartmental Committee on Financial Literacy. Since joining FCAC in January 2002, Ms. Rooney has also served as Senior Advisor to the Commissioner, headed the Consumer Education unit and was Manager of Consumer Services at the Agency. Her previous experience includes almost eight years as a policy analyst at the Canadian Payments Association, the organization that developed and operates the Canadian payments system. In that capacity, Ms. Rooney was a member of a number of Canadian committees that examined payment policy issues. Ms. Rooney holds a Bachelor of Arts degree in Economics from Carleton University.
 
Ellen Roseman
Journalist, Toronto Star
 
Ellen Roseman is a journalist who sticks up for ordinary Canadians. She helos consumers understand finance and fight back against injustices. Her columns appear in the Toronto Star’s business section on Tuesday and Saturday. She was the Star’s business editor for two years, joining the paper in 1997 after 21 years at the Globe and Mail as a columnist and editor of the Report on Business. She’s the author of seven books, included Money 101, Money 201 and Fight Back: 81 Ways to Help You Save Money and Protect Yourself from Corporate Trickery. She teaches courses in investing at the University of Toronto’s continuing studies department and does Financial Basics workshops at Ryerson University. She is also chair of the board of FAIR Canada, a registered charity that advocates for investor rights.  
 
David Rothwell
Associate Professor, McGill University
David Rothwell is an Associate Professor of Social Work at McGill University. He is conducting research on asset poverty, financial capability and asset building. 
 
Carlen Scheyk
Financial Literacy Facilitator, Momentum
 
Carlen Scheyk is a Financial Literacy Facilitator at Momentum Community Economic Development in Calgary, Alberta. She is an Accredited Financial Counsellor, and previously worked as a Money Coach.   Before joining Momentum Carlen was a Senior Account Manager, Small Business at RBC. She chairs the Safe & Affordable Financial Products Team (a.k.a. Rise of the Cash Store), an action group working as part of the Financial Empowerment Collaborative in Calgary.  
 
Mark Schuler
Manager, Program Design & Evaluation, Springboard
 
Mark Schuler (B.A. philosophy & anthropology, M.A. social anthropology) has worked with at-risk youth over the past twenty years in a number of different settings, including open custody homes, child welfare residences, section classrooms, an attendance program, and a youth employment drop-in centre.  Mark is currently Springboard’s manager of program design and evaluation, focussing on the development and evaluation of Springboard’s Community Learning Hub suite of play-based, skill-development programming for at-risk youth, and its implementation across an expanding community of practice of trained facilitators. 
 
Eldar Shafir
Professor, Princeton University
 
Eldar Shafir is William Stewart Tod Professor of Psychology and Public Affairs at Princeton University. He received his Ph.D in Cognitive Science from MIT in 1988 and then went on to do postdoctoral work at Stanford University from 1988 to 1989 before joining Princeton’s faculty in 1989. Dr. Shafir has held visiting professorships at AILUN and the Universita` Ca` Foscari, both in Italy, at Pompeu Fabra University in Barcelona, Spain, and at the University of Chicago’s Graduate School of Business and Harvard’s John F. Kennedy School of Government. He has been a Visiting Scholar at the Russell Sage Foundation, a Summer Scholar at the Center for Advanced Study in the Behavioral Sciences and a Fellow of the Institute for Advanced Studies at the Hebrew University in Jerusalem. Professor Shafir is a member of the Russell Sage Foundation Behavioral Economics Roundtable and a Fellow of the American Psychological Society and the TIAA-CREF Institute; Faculty Associate of the Institute for Quantitative Social Science at Harvard University, Research Affiliate of Innovations for Poverty Action, and co-director of Ideas42, a social science R&D lab. He has served on the Editorial Boards of several journals including Cognition, the Journal of Behavioral Decision Making, and Psychological Science. In January 2012, Shafir was appointed by President Barack Obama to the President’s Advisory Council on Financial Capability. Dr. Shafir also received a Guggenheim Fellowship in 2012. He was also the past President of the Society for Judgment and Decision Making.
 
John Sharpe
CEO, Partners for Youth Inc.
 
John has worked with youth and youth at risk for over 20 years.  He is educated in youth work from Holland College in Prince Edward Island and in Family Violence Issues from the University of New Brunswick. John has served on various provincial boards and agencies. He has been the executive director of a number of not for profits and has worked for a number of provincial government departments.  He has spoken at numerous conferences and events and he has been the Chief Executive Officer of Partners for Youth Inc. since 2006.
 
Louise Simbandumwe
Director, Asset Building Programs, SEED Winnipeg
 
Louise is Director of Asset building Programs at SEED Winnipeg  - a community economic development organization established to combat poverty in Winnipeg. She played a lead role in developing SEED's Individual Development Account and Saving Circle programs as well as customized financial literacy and inclusion programs for a broad range of vulnerable communities. SEED Winnipeg co-ordinates a network of 13 community based agencies who have replicated SEED’s matched programs through the AssetBuilders Partnership. Louise has extensive experience working on local inner-city community development initiatives as well as involvement with a variety of international development projects in Bangladesh, India, and South Africa. A former refugee, Louise is passionate about human rights and social justice counting Amnesty International, the Immigration Matters in Canada Coalition, the University of Winnipeg Community Renewal Corporation, the Stop Violence Against Aboriginal Women and Girls Action Group, and the All Aboard Poverty Reduction Committee among her volunteer commitments. Louise has a Bachelors degree in Commerce from the University of Saskatchewan and a Masters in Comparative Social Research from Oxford University.
 
Julaine Skyers
Youth Leader, Pape Adolescent Resource Centre (PARC)
Since 2005, Julaine has been a youth leader with Pape Adolescent Resource Centre (PARC) Financial Literacy program.
 
Brian Smith 
Vice-President, Quebec Operations, Canadian Foundation for Economic Education
 
Brian Smith is a recent addition to the CFEE team. Brian will be responsible for the development strategic partnerships in Quebec to facilitate the use of CFEE resources in the province. He will be instrumental in developing alliances between the community non-profit organizations, governmental agencies, private sector business and private foundations. Over the past 16 years he has provided employment, career counseling and entrepreneurship services for youth and young adults in the Greater Montreal area. He has been involved in promoting financial literacy resources to youth in Montreal for the past seven years and creator of the Monnaie Money Financial Literacy project. Brian is a recipient of the Institute for Financial Literacy – Financial Literacy Educator of the Year Award, Foundation for Philanthropy Canada Outstanding Volunteer Award, Montreal Community Cares Award - Community Leadership Award, Prosper Canada Passion for Financial Literacy Award Côte-des-Neiges / Notre Dame de Grâce Outstanding Citizen Award. He is a board member of the Côte-des-Neiges /Notre-Dame-de-Grâce Community Economic Development Corporation and a member of the Youth Entrepreneurship Selection Committee. Brian is instrumental in developing youth programs, fundraising campaigns and social community events for the Carrefour jeunesse-emploi de Côte-des-Neiges in Montreal. In his spare time, Brian volunteers at CKUT Radio McGill 90.3 FM, McGill University Radio.
 
John Stapleton
Principal, Open Policy
 
John Stapleton is a writer, instructor and Innovations Fellow with the Metcalf Foundation. He worked for the Ontario Government for 28 years in the areas of social assistance policy and operations and was Research Director for the Task Force on Modernizing Income Security for Working-Age Adults in Toronto. John teaches a popular course on public policy for community advocates and is extensively published in local and national media.
 
Troy Tisserand
Managing Partner, 4 Pillars Consulting
 
Troy is a managing partner with 4 Pillars Consulting, a provider of debt related financial services. Troy’s expertise is in the areas of debt consolidation, credit rebuilding, personal finances and strategic planning. From this background, he volunteers his time, services and expertise to low-income women. Troy volunteers his services to the Women’s Savings Groups, teaching women who could be homeless, leaving domestic abuse, leaving high-risk lifestyles, new to Canada, or any combination of these factors. The Women’s Savings Groups started in 2007 and through a series of strategic meetings with Heather Morrison, a social worker with the City of Edmonton, it evolved into a initiative called EMPOWER U, which offers a matched savings component to the participants across 11 non profit organizations focused on mens, couples, woman and their families. This new initiative is a multi-million dollar corporate sponsored financial literacy initiative that will reach over 1000 woman over five years. Troy volunteers his time teaching financial literacy to Wings of Providence-City of Edmonton’s Women’s Financial Literacy Group, Candora Society, CEASE (Centre to End All Sexual Exploitation), Institute for the Advancement of Aboriginal Women, Elizabeth Fry of Edmonton, and does financial fairs periodically held throughout the City of Edmonton, all as a volunteer. Troy is an active member of the ABLE Steering Committee. He is also a member of the Alberta Asset Building Collaborative, a collaborative of representatives from not-for-profits, businesses and governments committed to financial literacy and asset development. The group began with five organizations and has grown to forty members, including the United Way. In addition, he is an active Facilitator and is the co-chair on the Alberta Asset Building Collaborative subcommittee that teaches other Facilitators how to teach Financial Literacy within the Edmonton capital region.
 
Dr. Paulette Tremblay
Vice President, Education & Training, AFOA Canada
 
Dr. Tremblay is Turtle Clan of the Mohawk Nation from Six Nations of the Grand River Territory in Southern Ontario. Having worked with AFOA Canada since January 2012, Dr. Tremblay is currently the Vice President of Education and Training. She oversees the certification programs for Finance and Administration, workshops and is actively engaged in research and program development. She currently serves as the Chair of the National Advisory Committee of the Purdy Crawford Chair for Aboriginal Business at Cape Breton University, NS, and is an Associate Professor for the Indigenous Knowledge Centre at Six Nations Polytechnic Institute. She is engaged in active learning on a regular basis with her five year old granddaughter. 
 
Sally Massey Wiebe
Financial Literacy Coordinator, Community Financial Counselling Services
 
Sally Massey Wiebe is a graduate of the University of Manitoba, and holds a Bachelor Degree from the Faculty of Human Ecology, Department of Family Social Sciences with a Major in Family Resource Management. She also holds the designations of Certified Counsellor under the Bankruptcy and Insolvency Act and Accredited Financial Counselor Canada (AFCC). Sally began working with Community Financial Counselling Services (CFCS) as a Financial Counsellor and Financial Literacy Educator in 1988. She is a member of the Manitoba Financial Literacy Forum Advisory Council, a volunteer tax preparer with the Community Volunteer Income Tax Program (CVITP), the Provincial Coordinator in Manitoba for the Canadian Foundation for Economic Education (CFEE) Talk With Our Kids About Money program and a Facilitator for the United Way of Winnipeg’s Living on the Edge Poverty Simulations.
 
Cairine Wilson
VP, Corporate Citizenship, CPA Canada
 
Cairine Wilson is Vice-President Corporate Citizenship at the Chartered Professional Accountants of Canada. She advocated that CPA Canada should become leaders in financial literacy nationally, understanding that the organization could develop and implement a program which would make a meaningful contribution to the financial well-being of Canadians. Under her leadership, a unique program combining thought leadership research and publications with a huge grassroots volunteer outreach program across the country was launched in 2012. The Community Connect member volunteer network numbers 11,000 CPAs who deliver free financial education sessions to seniors, students of all ages, newcomers, employees in the workplace and entrepreneurs. In July of 2014, Cairine was appointed to the National Steering Committee on Financial Literacy by Jane Rooney, Financial Literacy Leader where she is involved in developing and implementing  the national strategy. Also in 2014 CPA Canada was recognized with an E.I.F.L.E award from the Institute of Financial Literacy as” the organization of the year non-profit” in the financial literacy sector. Prior to  assuming the Corporate Citizenship Role, Cairine was Vice-President, Member Services at the Canadian Institute of Chartered Accountants (now CPA Canada). Internationally she was involved in the International Innovation Network since its inception in 2001 and served as its chair for two years. She joined the CICA in 1999. Prior to that, she held senior marketing management positions at consumer packaged goods companies including Gillette and Diageo, in publishing management at the Financial Post and consulting at EDS. She has a BA from the University of Guelph, a Master’s in Information Science from McGill University and an MBA from Queen’s University. She also holds the CAE (Certified Association Executive) designation.
 
May Wong
Chairman, Omega Foundation
 
May Wong is Executive Director of the Omega Foundation and its SmartSAVER program, a national program focused on helping lower-income Canadian families to save for their children's higher education using Registered Education Savings Plans (RESPs) and the Canada Learning Bond. A foundation executive for over 20 years, May has worked with a number of philanthropic foundations to improve the strategy, delivery and results of their grant making. Prior to Omega, May held leadership roles with the Toronto Community Foundation, the Toronto Atmospheric Fund and the Ontario Trillium Foundation. A dedicated volunteer, May has served on numerous boards and is currently a member of the board of directors of the Canadian Urban Institute.
 
Lynne Woolcott
Director of community Response and Advocacy, West Neighbourhood House
 
Lynne Woolcott is the Director of Community Response and Advocacy at West Neighbourhood House, in Toronto. She is responsible for House-wide innovation and planning, community development and relations and the Financial Empowerment and Problem-Solving program (FEPS). Her professional experience includes community health, community social services and research. She trained as an M.S.W.; her work and volunteer time have focused on social justice, community development and anti-poverty work. Lynne is very excited that FEPS, which has been adopted in two other Toronto communities, will be implemented in another two communities in Ontario in 2016.