2024 Money Path Atlantic Conference

Mapping Financial Resilience

Q&A

When is the conference?

Thursday, November 7, 2024 from 9 a.m. to 4:00 p.m. Doors open for registration at 8 a.m.

Where is the conference?

Best Western Truro - Glengarry
150 Willow St, Truro, NS B2N 4Z6
You can visit their website here.

What can we expect at the conference?

The conference theme is Mapping Financial Resilience, and it is open to anyone in community-leadership positions interested in learning how to help others better their financial situations. We have a line-up of incredible speakers and organizations from across Canada ready to share their insights and resources. Our goal is to equip attendees with the knowledge, resources, and connections to become financial education champions in their communities. By sharing what you've learned in this action-packed day, you'll be empowered to support your community’s financial well-being and create lasting, positive change.

Are there Hotel Accommodations?

Yes! The Conference Service Manager at the Best Western Truro will hold a block of 30 rooms at the $159.00 government rate up to and including October 17, 2024 which is three weeks prior to the conference date. If you would like to use these accommodations, please use this link to book.

What’s for Lunch?

The community lunch will be a buffet style with a chef’s soup and salad, sandwiches and assorted pastries. The salad is Artisan Garden Greens with sunflower seeds, roasted pumpkin seeds, dried cranberries, fresh vegetables and balsamic vinaigrette. Sandwiches include:

Egg Salad | grain mustard, red onion, chopped chives, paprika, lentil vermicelli, julienne lettuce on multigrain bread
Tuna and Avocado Salad | celery, green onion, pickle, relish, guacamole, green leaf lettuce
Roasted Chicken Wrap | tandoori chickpea puree, feta cheese, spinach, roasted onion
Turkey Club | tomato, green leaf, cheddar, onion aioli, bacon on ciabatta buns
Roasted Vegetable | red pepper, carrot, red onion, zucchini, eggplant, Jarlsberg cheese, spinach & artichoke spread on quinoa bread
Italian Cold Cuts | roasted red pepper, Jarlsberg cheese

Please email info@moneypath.ca if you need us to accommodate any dietary restrictions.

What is the Dress Code?

Please wear what you feel is appropriate for you! However, many of you know that at Money Path, we believe financial journeys are much like going on a hike. To celebrate this theme, we invite everyone to embrace the spirit of the trail by wearing your favourite, comfortable hiking-friendly attire. Whether it’s your trusty hiking boots, a well-loved flannel, or your cosiest outdoor socks, we are excited to see your gear! We know many of you are traveling from afar, so why not leave the dress pants behind and enjoy the conference in some on-theme fashion?

Agenda

7 a.m. | Set Up

Doors open for exhibitors and presenters to get their booths ready

8 a.m. | Alpine Start

For the early risers keen to map out their options, connect with exhibitors and collect supplies before the sun is up. Registration will be open, and we will have coffee and breakfast pastries waiting.

9 a.m. | Welcome and Opening Remarks

Land Acknowledgement and recognizing Financial Literacy month in Canada.

9:30 a.m. | Keynote Speaker Aseel El-Baba presents Strategies to Help Build Financial Resilience

Join Aseel El-Baba for an insightful discussion on the behavioural and emotional patterns that often lead to self-sabotage in personal finance. El-Baba will share compelling stories, case studies, and practical tools for incorporating trauma-informed approaches into money education. Attendees will also receive a workbook to help apply these concepts in their communities.

Aseel El-Baba is the first renowned Financial Therapist and Mental Health Expert in Toronto.

Her journey started with over ten years of robust experience in the heart of Canada's financial industry on Bay Street. She specialized in financial planning and had a proven track record in managing portfolios with assets exceeding $100 million.

Adept in the complexities of wealth management, Aseel identified the gap in the industry and pivoted to mental health having completed a comprehensive five-year psychotherapy program.

Aseel approaches financial challenges through a comprehensive, trauma-informed lens that encompasses emotional, psychological, behavioral, and relational dimensions. Her work is driven by the conviction that financial health is inextricably linked to mental and emotional well-being. You can read more about her work on her company’s website, Holistic Optimal Wealth, here.

10:30 a.m. | Trail Break

Connect and network with fellow attendees and exhibitors.

11 a.m. to 11:50 a.m. | Lightening Talks · Part 1 & 2

Meet with financial literacy experts from national organizations and learn more about how they are helping Canadians build their financial resilience. Get ready to stuff those backpacks full of resources and tools because you get to hear from all four! Pick up two presentations before lunch and two after.

ABC Life Literacy Canada / Money Matters · Greer Donaldson, ABC Life Literacy Coordinator
Credit Counselling Society · Anne Arbour, Director Partnerships and Education
CPA Canada · Li Zhang, Director, Social Impact, Financial Literacy Leader
Prosper Canada · Carrie Wong, Senior Manager, Learning and Training

Slot one: 11:00 a.m. to 11:20 a.m.
Slot two: 11:30 a.m. to 11:50 a.m.

11:50 p.m. to 12:30 p.m.| Community Lunch

Join us for a lunch buffet with a chef’s soup and salad, sandwiches and assorted pastries.

12:30 p.m. to 1:00 p.m. | Keith Taylor presents Surviving Predatory Lenders

Keith Taylor, Executive Director DUCA Impact Lab, shares how they help Canadians break free of the Payday loan trap and better manage personal finances and debt obligations. The DUCA Impact Lab is a registered charity established by the DUCA Financial Services Credit Union Ltd. The mission is to bring better banking to all, including helping individuals break free from predatory lenders.

1:10 p.m. to 2:00 p.m. | Lightening Talks · Part 3 & 4

Next, you'll hear from the other two national organizations, ready to equip you with the tools and insights needed for the journey ahead.

2:10 p.m. to 2:40 p.m.| David Harrison presents Ask Me Anything

David Harrison, Investor Education & Communications Officer, with the Nova Scotia Securities Commission will answer your questions related to saving, investing, crypto currency, along with the risks, warnings and alerts that can arise with these digital currencies.

2:40 p.m. | Trail Break

The sun is beginning its descent. Take a quick stretch pick up some trail snacks to bring to the Money Trails Café.

2:50 p.m. | Money Trails Café

Get together at the Money Trails Café to share your takeaways and explore how we can keep helping Atlantic Canadians build their financial resilience.

3:45 p.m. to 4:00 p.m.| Closing Remarks

Let’s celebrate the day as we share the next steps for Money Path Atlantic and recognize accomplishments in the community.