1. Workplace Program CPA Canada Financial Literacy
Presented by Doretta Thompson, Director, Corporate Citizenship

2. Community Connect Network
CPA Canada Financial Literacy Program
Research
three to four studies per year
Information sessions
35 individual one hour sessions – and growing
Community Connect Network
5,500 CPAs registered to deliver our information sessions
Publications
print and e-books on consumer focused topics
Website
supporting information, tools

3. Other topics from our broader program
Core Workplace Program
Saving Strategies
Planning for Your Retirement
Ten Healthy Habits of Financial Management
How to Teach your Kids About Money
Effective Tax Strategies
Identity Fraud Protection
New Canadians
Saving Strategies
Planning for Your Retirement
Ten Healthy Habits of Financial Management
How to Teach your Kids About Money
Effective Tax Strategies
Identity Fraud Protection
Other topics from our broader program
Small business
Entrepreneurship
School programs

4. Key learnings
Our philosophy of empowerment resonates: the value of providing individuals with the language and the confidence to take responsibility for their financial future
Format: Our one-hour in-person sessions (including question period) works well for employee sessions. Lunch and learn sessions are very popular.
Specificity around retirement plans: for retirement topics partner with program provider to take questions on the employer’s specific program

5. Key learnings Group size: 20 – 30 people works effectively
Interest range: employees seek additional unanticipated topics once the basics have been covered
Employers value in person delivery, objective information with no commercial interests