FinancialFitnessForum2023_YoureInvited

Canadian Conference and Professional Development Event

Please join us during Financial Literacy Month for the return of the Financial Fitness Forum, a conference dedicated to enhancing the financial empowerment of Canadians.

 

This event will be an in-person day of Exhibitors, Canadian leaders, Accredited Financial Counsellor Canada® (AFCC®) designees and student candidates, certified practitioners and many more, who come together to receive leading professional development and expert keynotes.

Your registration and attendance in this event in-person will also include a cocktail reception and celebration in honour of our dedicated front line Accredited Financial Counsellor Canada® designees who work tirelessly on behalf of and provide compassionate counselling in striving to increase the financial well-being of Canadians.  The Celebration Cocktail Reception will include the very many industry allies who support this vital community work. 

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WE ARE A COMMUNITY OF PRACTICE

ACCREDITED AND PASSIONATE COMMUNITY LEADERS THAT SERVE ALL CANADIANS

THANK YOU TO OUR PLATINUM SPONSOR, BDO!

THANK YOU TO THE FOLLOWING PARTNERS FOR STANDING WITH US IN SUPPORT OF CANADIAN FINANCIAL EMPOWERMENT.   

2023 Sponsors

"The Financial Fitness Forum has been an incredible resource for me as an independent practitioner.  Not only are the sessions so important to staying current how best to care for my clients, I've found a community of like-minded counsellors and adjacent industry professionals.  I've made wonderful connections and I'm proud to be aligned with such high calibre accredited financial practitioners".

AFCC, Independent Practitioner, BC

"Individuals and families want to achieve their life goals; they want to learn how to manage their money better. Certified Financial Counsellors help them do exactly that and I wouldn't be the AFCC I am today if not for the best practices I've picked up along the way through my network that I found while attending the Financial Fitness Forum."

Addictions Counsellor, AFCC, Toronto

"I was very new to the industry and while I knew that my heart wanted to help my community, I was hesitant and lacked awareness of OACCS.  Attending the conference is how I regulate my own compassion fatigue and re-energize with what I take back to my practice from attending the conference.  I can't wait to return to in-person and get to celebrate with my new broader network of others who are dedicated to change and I no longer feel so isolated."

AFCC Candidate (Finalizing Certification Requirements)

Old Mill Toronto

Website: https://www.oldmilltoronto.com/

21 Old Mill Road
Toronto, Ontario M8X 1G5
Email:info@oldmilltoronto.com
Phone: 416-236-2641

Calling our Accredited Financial Counsellor Canada® (AFCC®) Professionals, Students, Community Financial Counsellors/Coaches and all Professional!

Regardless of your area of practice, we are dedicated to the ethical support and financial empowerment for the clients we serve.  This conference is your resource, a training event and, a space to honour your dedication and care to the well-being of Canadians.

Please join us this Financial Literacy Month on November 17th for the Financial Fitness Forum, brought to you by the Canadian and Ontario Associations of Credit Counselling Services and our Platinum Sponsor, BDO.

The Financial Fitness Forum returns in-person in Toronto, following a three year hiatus due to the pandemic.  This conference is dedicated to providing our Accredited Financial Counsellor Canada (AFCC) designees and all financial practitioners who dedicate themselves to enhancing the financial empowerment of Canadians.

After 3 years of virtual events, we are hosting the Financial Fitness Forum in-person for a full day and evening of education and celebration.  This event will be a day of exhibition with Canadian leaders, certified practitioners hosting various education sessions and expert keynotes, followed by a cocktail reception and celebration in honour of our dedicated front line Accredited Financial Counsellor Canada® designees who work tirelessly on behalf of the financial well being of Canadians and the many organizations, financial insitutiitions and allies that support them.

If you are a Financial Counsellor/Coach or contemplating a career in Financial Counselling, our 2023 Financial Fitness Forum is:

    • An excellent place to network with your peers and reconnect
    • Earn continuing education credits (CEUs)
    • Establish new business relationships
    • Increase your knowledge and awareness of current challenges facing Canadians right now
    • Learn new skills and techniques that you can apply in your practice
    • Share your passion for the work that you do
    • Stand with and join our community of practice, aiming to uplift and support the many Canadians who need our help

 

Meet with acclaimed instructors, keynote speakers and colleagues from the financial literacy and practitioner community. Discuss and learn about important industry trends, client-focused techniques and acquire the skills development that will enhance your success now and into the future. We aspire to be lifelong learners, to stay curious & learn something new each & every day!

Attend the 2023 Financial Fitness Forum to get your industry leading professional development and credit qualifying continuing education. Earn up to 10 ceu's for the event and additional CEUs for the on-going included Learning Labs through 2023 and 2024.

Don't miss this year's enriching sessions as we reunite in-person in Toronto.

Financial Fitness Forum 2023 - Reunite and Empower!

Agenda

The Financial Fitness Forum has a wonderful line-up of a wide variety of world-leading topics relative to the enhancement of  Accredited Financial Counsellor Canada® designees and Professionals who wish to enhance their ability to better assist their clients.

Additional speakers, Keynotes and Sponsors will be added to the below agenda leading up to the event.  Keep checking back for updates and new announcements about this year's exciting contributors and experts.

Registration and Breakfast Networking (7:00 am - 8:45 am)
Room:  Guildhall

Registration, networking breakfast and the Exhibitor Tables Commence

Session 1 and Welcome (8:45 am - 9:15 am)
Room:  Guildhall

Financial Fitness Forum - Morning Session

Industry Evolution: The Seeds, The Weeds and The Future

  • OACCS and CACCS
Session 1

Session 2
(9:15 am - 10:00 am)

Room:  Guildhall

Exploring Inclusive Approaches to Minority Groups. What We Can Learn To Better Support The 2SLGBTQIA+ Community's Financial Education

Promoting equity and empowerment in LGBTQ+ financial education is crucial for addressing the unique challenges faced by LGBTQ+ individuals and creating a more inclusive financial system. 

  • Stephen Molchan, PhD Candidate, Family Consumer Sciences Education, Texas Tech University
Session 2

Session 3
(10:00 am - 10:45 am)

Room:  Guildhall

Prosper Canada:  Tailored tools for Canadians living on a low income

Prosper Canada is Canada's leading champion of financial empowerment, working to expand economic opportunities for Canadians living in poverty.  Join us to learn about the tools and resources available to practitioners to learn more about the specific financial barriers facing Canadians living on a low income and explore some free tools and resources available to use with clients.

Speaker:  Jenni Bolton (She / Her), MPA, AFCC Candidate, Senior Officer, Learning and Training

Session 3

Refresh and Stretch (10:45 am - 11:00 am)

Room:  Guildhall

Did somebody say Snacks and Refreshments?! We Got You Covered!  This is a Dietary Restriction Inclusionary Space! Let's Go!

Join us for a refresh at our refreshments and assorted snack bar.  Take a moment to familiarize yourself with our wonderful Exhibitors that surround the glorious Guildhall.

Keynote, Session 4
(11:00 am - 12:15 pm)

Room:  Guildhall

The Canadian Right:  Bankruptcy Insolvency Act - Trends and Accessibility.  The Cross Canada Scope of Insolvency and Culture

Join us for this very interactive session where we will commence with a 30 minute overview of updated trends and statistics and projections for the insolvency landscape in Canada, by province and federally.  

A Panel of Trustees from a variety of regions, representing different provinces, will discuss with our in-person delegates how regional diversity and stigma continues to shape the impact of insolvency and what we can expect for the future of insolvency in Canada.

Session 4

Exhibitor Hall ( 12:15 AM - 12:45 PM)
Room: Guildhall

Exhibitor Table Overview and Walk Through

Luncheon (12:45 PM - 1:45 PM)
Room:  Guildhall

Let's energize and fuel our bodies!  Be sure to list any dietary restrictions on your Registration Form!  We will make all efforts to accommodate everyone as this is an inclusive event. 

As you enjoy the Exhibitor tables and catching up with old and new colleagues, join us for lunch in the Guildhall and fuel up for the afternoon!

Session 5
(1:45 pm - 2:30 pm)

Room:  Guildhall

The Canadian Military's Commitment to Financial Wellness and what to know.

Join Jamie Laurin, Practice Leader Financial Counselling, AFCC Candidate, SISIP Financial will be covering the history of financial counselling in the military, who SISIP Financial is and who we support.  I will also be covering the focus of the Military Financial Counsellors and the people they serve.  

Jamie Laurin is a Financial Services professional with 25+ years’ experience in the industry.  He has worked for several major financial institutions within Canada, served as country manager for an international debt advisory firm and worked as a consultant for a period of time. For the past 4 years, he has served as a Practice Leader for Financial Counselling with SISIP Financial where he oversees the Financial Counselling program for the military and is a Candidate working towards their Accredited Financial Counsellor Canada® designation. 

Session 5

Session 6 (2:30 PM - 3:15 PM)
Room:  Guildhall

DOLLARS AND SENSE: FINANCIAL STRESS, ITS IMPACTS, AND THE IMPORTANCE OF FINANCIAL WELLNESS

Speaker:  Yanni Vlachos, MBA (HRM), CEBS, Senior Financial Literacy Program Officer

Yanni Vlachos from the Financial Consumer Agency of Canada (FCAC) will be joining us to celebrate Financial Literacy Month.

Join us for this session where Yanni will provide information on FCAC, its work, financial stress, the importance of financial wellness, and FCACs’ tools and resources that can help build financial resilience.

Session 6, FCAC

Refresh and Stretch (3:15 PM - 3:30 PM)

Room: Guildhall

Let's return to Snacks and Refreshments! 

Join us for a refresh at our refreshments and assorted snack bar.  Take a moment to familiarize yourself with our wonderful Exhibitors that surround the glorious Guildhall.

Session 7
(3:30 PM - 4:15 PM)

Room: Guildhall

Planning and Investing; The Financial Lifecycle from Vulnerable To Thriving.  Unite for Cohesive Rehabilitation and Client Success by Leaning on your AFCC Community of Practice

Presenter:  Bobby McBride, MBA, CFA, CFP, AFCC®

Often times as AFCC®s, we work with many Canadians who present with a myriad of needs on their path to sound financial wellness.  The differing environmental factors or uncontrollable life events can take anyone off the path that they expected and find themselves needing appropriate care through the specialization that being an AFCC designee provides.  As a MBA, CFA, CFP and AFCC, working in both a corporate environment and now as an independent practitioner, B. McBride will share how augmenting his service with the speciality of perspective and ethics of the AFCC® designation, shifted his niche focus for a more empowered client service. 

Join this session for strengthening the ongoing rehabilitation that is the full lifecycle of a clients journey with fellow AFCC®s.  B. McBride will be sharing helpful tips and resources on how we can better serve individuals from a place of scarcity to thriving; the art of intentional long-term financial goals and security.  The journey to financial wellness can start at any age for any Canadian longing for a better future.  Lean on your AFCC® community of practice and shared ethics while providing holistic and all-encompassing support for Canadians.

Session 7

Session 8 - Keynote
(4:15 PM - 5:15 PM)

Room: Guildhall

Bridging the Financial Planning Gap: How AFCCs Can Help Those Who Feel Unseen by the Financial Industry

Presenter:  Jessica Moorhouse, AFCC®, Content Creator, Media Personality

As per the Financial Planning Standards Council, almost two thirds of Canadians don’t use a financial planner even though studies show that people’s financial confidence and well-being improve when they work with a professional. After 12 years as a financial content creator and 6 years as an AFCC®, Jessica Moorhouse has found that this gap mainly exists because people are either distrustful of advisors who are more focused on selling products than providing tailored advice, or they simply can’t afford the high fees of advice-only financial planners. This is where AFCCs can come in to bridge the gap to help those who feel unseen by the financial industry with areas such as budgeting, debt-repayment and financial wellness. Bringing in her own experience of building a financial education platform and financial counselling business from scratch, Jessica will share steps that AFCCs can take to build their own independent financial coaching businesses to serve those who feel like they have no one to turn to.

Session 8

Cocktail Reception and Networking Event (5:30 PM - 7:30 PM)
Room: Balmoral

 

Following the conclusion of Session 8, please make your way over to our Cocktail Reception and Networking Gala Celebration.

Join us in the Balmoral, where we will welcome our invited guests for an evening celebration.  Come together to network and get to meet our colleagues and partners face-to-face after such a long time of pandemic lockdown.

Serve staff will be walking through the event with food and refreshments.  Dietary restrictions will be accommodated but we ask that those who have allergies to still confirm with the serving staff with trays to avoid any mishaps during the event.

Cash bar service will be available.

Cocktail Reception and Networking Event (2)

Note:

  • Parking is $12.00 per vehicle per day and payable at the venue parking.  The Old Mill is located within walking distance to the Old Mill Station (TTC) for easy commuting access.
  • This event is Scent Free.
  • Registrant replacements will be accepted up to one week before the event.  A $50 dollar non-refundable fee will be charged for all refunds where an exchange is not possible.
  • CACCS/OACCS reserves the right to amend program content without notice.
  • CACCS / OACCS reserves the right to deny any registration for any reason.
  • The Financial Fitness Forum is a judgement free zone.  There is a zero tolerance policy for anything CACCS / OACCS considers to be disruptive, discriminatory or at the expense of any guest, speaker, delegate or other.  This is a safe space for all persons, identities, races, sexualities, disabilities and other.  If a person is removed from the event due to unethical behaviour, a refund will not be issued.

Continuing Education Units (CEUs)

At minimum, 10 CEU's will be awarded for the in-person event, and subsequent codes will be provided to registrant delegates for at minimum a future 6 (six) pre-recorded on-demand or live Learning Labs that will be scheduled out throughout first and second quarter of 2024.  Any questions, please contact info@financialfitness.ca for details after November 20th.

 

Space is limited!
Secure your spot at the 2023 Financial Fitness Forum by clicking/tapping the "REGISTER HERE" button today.  If you have experienced financial hardship and require assistance, please contact info@financialfitness.ca directly for assistance with scholarship requests.

 

Hotel Room Bookings at the Old Mill

If you require a hotel room, you will need to contact the Old Mill directly and reserve your room independently.

To book a room, guests may call the Old Mill Toronto front desk directly at 416-232-3703 to make reservations. They may book our OMTevent rate at 10% off or Pre-paid/Non-refundable at 25% off.

For all other inquiries please contact:

Email:  info@financialfitness.ca

2023 Sponsors

CONTACT US

E: ConsumerSupport@financialfitness.ca

Text: 905-945-5644
CANADIAN ASSOCIATION
FOR FINANCIAL EMPOWERMENT
Formally the Ontario Association of Credit Counselling Services (OACCS)

Canadian Association of Credit Counselling Services

11-1155 North Service Rd W
Oakville, ON L6M 3E3

Voicemails are converted into text messages and routed through to the department specializing in the areas that you need.  Contact Us today. 

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