Morning Coffee Bar
Catered Lunch
Access to eight impactful sessions
Curated swag (Canadian designers only!)
The Money Manifesto
Networking hour
Morning Coffee Bar
Catered Lunch
Access to eight impactful sessions
The Money Manifesto
VIP dinner at the on-site restaurant
VIP access to the ninth evening session
VIP gift (also a Canadian designer!)
Networking hour
meet the speakers
Janine Rogan, CPA
Leisse Wilcox
Sheetal Story
Ashlyn Gunderson
Joelle Tomlinson
Dr. Moira Somers
Sydney Pigeon
Stephen Jagger
schedule
8:00 am - 8:45 am
Registration & Networking
8:45 am - 9:00 am
Kick Off & Opening Remarks
9:00 am - 9:45 am
Reimagine Wealth
9:45 am - 10:30 am
Financial Therapy
11:00 am - 11:45 am
Wealthy EQ
11:45 am - 12:15 pm
Wills and Insurance Panel
12:30 pm - 1:30 pm
Lunch (included in all ticket purchases)
1:30 pm - 2:00 pm
Beginner Investing & Advanced Investing
2:15 pm - 2:45 pm
Real Estate Investing & Small Business
3:00 pm - 3:15 pm
Living Your Rich Life (With Points)
3:20 pm - 3:50 pm
Mind, Body & Spirit of Money
3:50 pm - 4:00 pm
Q&A Session
Wealth Redefined / Closing Remarks
4:00 pm - 4:45 pm
5:00 pm - 6:00 pm
Networking
6:00 pm - 7:30 pm
VIP Event (VIP ticket holders only)
the VIP event
Get cozy with your favourite guest speaker and the founder of WealthyHer at our VIP dinner (included in all VIP purchases). End the day with an intimately curated meal with the on site restaurant.
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Ask your burning questions from the day and get to know the other VIP attendees a little better. Your network is your net-worth!
SESSION ONE
REIMAGINE WEALTH
Janine Rogan, CPA, is a passionate keynote and TEDx speaker. She is the founder and CEO of The Wealth Building Academy Inc., the founder of The Wealthy(HER) Conference and an award-winning CPA. Her mission is to educate and empower women to confidently and profitably grow their wealth, through financial equality for all. She has been featured in international media (BNN, Yahoo! Finance, CTV, and more) and has delivered keynotes to thousands of individuals and companies around the world.
Janine sat on the CPA Alberta Education Foundation board, the board of the Further Education Society of Alberta (FESA), and the planning committee of the AICPA Women's Global Leadership Summit. Janine is a University of Alberta alumna, born and raised in Edmonton, Canada, and is currently pursuing her Master of Economics of Sustainability at Torrens University in Adelaide, Australia. She lives in Calgary with her husband, Andrew, and their son, Theodore. Janine will be kicking off the day with an impactful session on what wealth really means to you and how you can integrate it into your story. Wealth is for everyone -- especially women.
SESSION TWO
FINANCIAL THERAPY
Dr. Moira Somers is a psychologist, family wealth consultant and executive coach. She specializes in the psychology of money. She addresses matters that range from the highly personal concerns of individuals and families all the way up to broader service, design and structural issues affecting financial follow-through and equitable access to capital. Although Canada is her home, her client base is international.
Dr. Somers is a faculty member at the Ultra High Net Worth Institute and at the Sudden Money Institute. She leads the Financial Psychology Special Interest Group for the American Psychological Association. She is a featured guest and writer for many financial advising / family office podcasts and publications.
Her book, Advice that Sticks: How to Give Financial Advice that People Will Follow, has become an international bestseller. It tackles, head-on, the problem of unimplemented financial advice. It has been adopted as an authoritative guidebook by such diverse groups as postsecondary institutions, private firms specializing in Ultra Hight Net Worth clients, and credit counselling agencies.
SESSION THREE
WEALTHY EQ
Leisse Wilcox helps make you the leader everyone wants to work with. An expert in behavioral change, resilience, and high-performance leadership, Leisse is known as “the Secret Weapon of the C-Suite” and “the Marie Kondo of your Unconscious.” She helps leaders clear mental clutter, navigate change, and maximize performance by future-proofing their leadership.
A regular Forbes contributor and trusted by brands like TD, AGF, Aviva, and Entrepreneur, Leisse empowers leaders to create human-centered workplaces where people love to be. As an award-winning speaker, certified Leadership, Executive, and Organizational Development Coach, cancer survivor, and twice-bestselling mental health author, her focus on mental well-being enhances communication and confidence for long-term success.
When she’s not lighting up the stage, the page, or the internet, find Leisse road-tripping for tacos with her husband, listening to Taylor Swift with her three daughters, or binge-watching HBO with her dog.
SESSION FOUR
WILLS & INSURANCE
Sydney Pigeon is the Director of Operations at CPA Insurance Plans West. She oversees the sales and service teams dedicated to taking care of the person behind the designation.
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Sydney has been working in not-for-profit insurance for 10 years, fulfilling a personal desire to provide unbiased advice and individualized solutions. She has a Bachelor of Science in Human Ecology and a certificate in Human Resource Management. With her background, Sydney brings a holistic people-centric perspective to employee benefits.
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When Sydney isn’t busy supporting CPA customers or her team members, she spends time with her husband and their two children.
stay in the know
our sponsors
POWERED BY
SPONSORED BY
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FULL DAY EVENT WITH CATERED LUNCH
Your ticket includes access to the morning breakfast bar and a catered lunch. Upon purchasing your ticket, you will be emailed an onboarding survey where you can identify your dietary restrictions. VIP ticket holders are invited to the evening VIP event with our founder and session speakers.
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MULTIPLE CONCURRENT SESSIONS
We understand that there is a large variety of people in our audiences & we listened to your feedback from last year. We are excited to offer multiple concurrent sessions in the afternoon, so you can tailor your experience. Choose from beginner investing sessions, to more advanced trading seminars.
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CONFERENCE STYLE SEATING
Full day events are tiring you deserve to be comfortable. We are pleased to offer this event in conference style, half round tables so that you can spread your stuff out and not feel cramped. More than enough space if you want to bring a laptop to take notes or even your newborn baby. We're upgrading your experience this time around–no more white chairs!
money talks.
WHAT DOES YOURS SAY?
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the math
is simple.
YOU'RE WORTH MORE THAN YOU THINK.
