NOTES & NEWS
Become a FinLit Leader in Your Workplace!
L to R: David Chiang, CPA, CA, CPABC’s VP of member advice and
programs, and Carol Anne Grant, a co-ordinator with CPA Canada’s
financial literacy program, attended HR Conference + Tradeshow 2018,
hosted by CPHR BC & Yukon on May 1-2, to promote financial literacy
workplace sessions to hundreds of human resources leaders.
F
inancial literacy is an important topic of conversation for all Canadians, and CPAs are
well positioned to lead the discussion. One way to support this important social cause
is by hosting a free financi al literacy session at your workplace.
You can become a “workplace champion” of financial literacy by arranging a free 60-minute
financial literacy session for fellow employees through CPA Canada. All you need to do is book
the room, set the date, and fill in the online request form at cpacanada.ca/financialliteracy.
All CPA Canada financial literacy sessions are facilitated by local financial literacy volunteers
who have been trained through CPA Canada’s Community Connect program (if you’re a financial
literacy volunteer yourself, you may choose to present the session or co-present it with another
volunteer). There are more than 40 presentations to choose from, including the following popular
titles for workplace sessions:
• Are You a Good Financial Role Model?
• Effective Tax Strategies
• Fraud Protection
• How to Teach Your Kids About Money
• Planning for Retirement
• Saving Strategies: Easy Concept, Difficult Reality
• Ten Healthy Habits of Financial Management
englishbaylaw.ca
510-2695 Granville Street
Vancouver, BC
V6H 3H4
Business Law, including:
• Incorporations, dissolutions
• Reorganizations & Rollovers
• Commercial Finance
• Mergers & Acquisitions
• Minute Books & Custom articles
• Dividend and other resolutions
Commercial Conveyancing
Wills, Estates and Estate Planning
10 CPABC in Focus • July/August 2018
Balancing business and the law
We are located in Vancouver’s south
Granville area.
Call +1 (604) 734-6838
Toll Free +1 (888) 488-0203
But will it really make a difference?
Yes! There are numerous benefits to providing
free financial literacy sessions, and perhaps the
most significant is the positive impact on em-
ployee wellness. We know money is a major
source of stress for Canadians. Education that
empowers them with regard to their finances
will help reduce their stress levels, which, in
turn, will create a more committed and success-
ful workforce, increase overall job performance,
and decrease health benefit costs and absen-
teeism in the workplace. Moreover, supporting
employee wellness by providing free personal
development training will increase the attrac-
tiveness of your workplace, aiding with both
recruitment and retention.
Sessions outside the workplace
Community Connect’s financial literacy ses-
sions are not strictly for business organizations.
If you know of any other community organiza-
tions that would benefit from financial literacy
sessions, you can encourage these groups to
request free sessions as well. There are financial
literacy sessions specifically designed for new
immigrants, seniors, and elementary and high
school children, just to name a few.
The complete catalogue of financial literacy
sessions can be found on the CPA Canada
website at cpacanada.ca/financialliteracy. If
you’d like to receive a PDF copy of the most
current catalogue, contact David Chiang,
CPA, CA, CPABC’s vice-president of member
advice and programs, at [email protected].