Resources
Presentation slides and video time stamps
View the Making the most of your money course.
View the Investing with interest booklet.
Read the presentation slides for this webinar.
Time stamps for the video:
0:50 – Welcome, introductions, and warm-up
3:10 – Making the most of your money overview
12:57 – Demo
25:26 – Investing with interest overview
40:00 – Other resources
44:04 – Q&A
Resources
Handouts, slides and video time stamps
Read the presentation slides for this webinar.
Download the promotional postcard.
Download the promotional poster.
Time-stamps for the video recording:
1:26 – Welcome and introductions
3:30 – Our goals for today’s session
5:04 – Why these tools were created
7:12 – The Benefits Wayfinder and the Disability Benefits Compass
46:11 – Ways to use the Benefits Wayfinder – tax clinics
49:37 – Access to Benefits training available
Resources
Presentation slides and video time stamps
Read the presentation slides for this webinar.
Time stamps for the video recording:
-
- 5:20 – Start
- 6:12 – Land acknowledgement
- 7:24 – Introduction of speakers
- 9:42 – Today’s presentation
- 10:45 – Barriers to access to benefits
- 15:12 – Designing for benefit accessibility
- 21:53 – ESDC pilot project
- 32:46 –Demo of the disability benefit compass
- 44:36 – Importance of evaluation
- 50:58 – What’s next? What’s possible?
- 58:55 – Questions
Resources
Presentation slides, handouts, and video time-stamps
Read the presentation slides for this webinar.
Download the Overview of Financial vulnerability of Low-Income Canadians: A Rising Tide
Time-stamps for the video recording:
00:00 – Start
6:05 – Agenda and Introductions
8:24 – Overview of Financial vulnerability, of low-income Canadians: A rising tide (Speaker: Eloise Duncan)
25:40 – Panel discussion: how increasing financial vulnerability is playing out in community and how policy makers should respond.
45:35 – Q&A
Fraud alert videos
Learn more about fraud in this latest set of videos by the Ontario Securities Commission.
Resources
Presentation slides, handouts, and video time stamps
Read the presentation slides for this webinar.
Download resources provided by webinar speakers:
Time-stamps for the video recording:
3:24 – Agenda and Introductions
6:36 – Audience poll questions
9:33 – FAIR Canada presentation (speaker: Tasmin Waley)
24:07 – Ontario Securities Commission presentation (speaker: Christine Allum)
39:10 – Investor Protection Clinic at Osgoode Hall Law School (speaker: Brigitte Catellier)
51:34 – Q&A
Resources
Presentation slides, handouts, and video time-stamps
Read the presentation slides for this webinar.
Download the handout for this webinar: Flyer for ‘Redefining Financial Vulnerability in Canada: The Embedded Experience of Households’.
Time-stamps for the video recording:
3:31 – Agenda and Introductions
7:15 – Redefining financial vulnerability in Canada (speaker: Jerry Buckland and Brenda Spotton Visano)
24:33 – Audience poll question 1
27:07– Audience poll questions 2 & 3
33:57 – Audience poll question 4
38:00 – Financial Empowerment (Speaker: Margaret Yu)
52:15– Q&A
Recognizing and responding to economic abuse
With speakers from CCFWE, Johannah Brockie - Program Manager for Advocacy and System Change and Jessica Tran - Program Manager for Education and Awareness, this webinar will guide you through the definition of economic abuse, how to identify an economic abuser, impacts of economic abuse, Covid-19 impacts, tactics, what you should do if you are a victim of economic abuse, and key safety tips. Economic Abuse occurs when a domestic partner interferes with a partner’s access to finances, employment or social benefits, such as fraudulently racking up credit card debt in their partner’s name or preventing their partner from going to work has a devastating effect on victims and survivors of domestic partner violence, yet it’s rarely talked about in Canada. It’s experienced by women from all backgrounds, regions and income levels but women from marginalized groups, including newcomers, refugees, racialized and Indigenous women, are at a higher risk of economic abuse due to other systemic factors.
Mapping the road toward increased accessibility to the child tax credit
Last year, the expanded Child Tax Credit (CTC) helped to lift nearly four million children out of poverty and provided economic relief to millions of struggling households. However, many first-time and lapsed filers from underserved and vulnerable populations missed out on these critical benefits. Locating and serving eligible low-income youth, formerly incarcerated individuals, people experiencing homelessness, immigrants, survivors of domestic violence, and isolated tribal populations has presented a challenging opportunity to free tax prep service providers across the country. This research highlights the key findings and recommendations to increase the accessibility to the CTC.
How women can save more money
This webinar hosted by FCAC (originally broadcast on November 17, 2021) targets women who want to learn more about managing money and building saving habits. Guest speaker, personal financial expert, Rubina Ahmed-Haq has also contributed to Canada's financial literacy blog on "Women face unique money challenges". Helpful links related to the content matter in this video: Getting help from a credit counsellor
Resources
Opening and Welcome
Session: Tackling pandemic hardship: The financial impact of COVID-19 on low-income households
Tackling pandemic hardship: The financial impact of COVID-19 on low-income households – YouTube
Download summary and detailed reports: The financial resilience and financial well-being of Canadians with low incomes: insights and analysis to support the financial empowerment sector
Download slide deck: The differential impact of the pandemic on low income families
Booth Chats: Big ideas for a more equitable recovery
Resolve Financial and Credit Counselling
Video Pitch: Booth chat: Jeri Bittorf, Resolve Financial and Credit Counselling Services Coordinator – YouTube
Slide Deck: K3C Credit Counselling (ablefinancialempowerment.org)
Seniors Financial Empowerment Network
Video Pitch: Booth Chat: Sarah Ramsey, City of Edmonton, Community Development Social Worker – YouTube
Seneca College
Video Pitch: Booth Chat: Varinder Gill, Seneca College, Professor & Program Co-ordinator – YouTube
Prosper Canada: Integrating Financial Empowerment into Ontario Works
Video Pitch: Booth Chat: Ana Fremont, Prosper Canada Manager, Program Delivery and Integration – YouTube
Slide Deck: Thunder Bay Financial Empowerment Integration (ablefinancialempowerment.org)
Prosper Canada: Prosperity Gateways – Cities for Financial Empowerment, Toronto Public Library
Video Pitch: Booth Chat: John Stephenson, Manager, Program Delivery and Integration – YouTube
Slide Deck: PowerPoint Presentation (ablefinancialempowerment.org)
Session: Measuring the divide: Has COVID-19 widened economic disparities for Canada’s BIPOC communities
Download slide deck: Income Support During COVID-19and ongoing challenges
Download slide deck: Re thinking income adequacy in the COVID-19 recovery
Session: Financial wellness and healing: Can building financial wellness help Indigenous communities?
Session recording: Financial wellness and healing: Can building financial wellness help Indigenous communities? – YouTube
Download slide deck: Indigenous Financial Literacy: Behaviour Insights from an Indigenous Perspective
Download slide deck: Financial wellness and Indigenous Healing
Session: When money meets race: Addressing systemic racism through financial empowerment
Session: Tous ensemble maintenant : Rétablissement de la santé financière de la population canadienne : l’affaire de tous les secteurs/ All together now: How all sectors have a role to play in rebuilding Canadians’ financial health
Session: When opportunity knocks: Poverty, disability, and Canada’s proposed new disability benefit
Session recording unavailable
Download slide deck: When Opportunity Knocks: Disability without Poverty
Session: The good, the bad and the innovation: The pandemic redesign of tax filing and benefit assistance
Closing remarks from Adam Fair, Vice President, Strategy and Impact, Prosper Canada; Helen Bobiwash
Why the Time is Right for a Guaranteed Income with an Equity Lens
Over 50+ mayors in the United States have joined a national initiative Mayor’s for Guaranteed Income (MGI). Many advocates and practitioners now believe the moment has arrived for a guaranteed Income with an equity lens. In this webinar, perspectives from a diverse group of thought leaders involved in GI initiatives including practitioners, government representatives and philanthropy were heard. Panelists shared outcomes and new research results from some of the most successful GI pilots in the country (Stockton and Mississippi); goals for the newly launched Mayor’s for Guaranteed Income; how philanthropy can play a catalytic role and what this moment tells us about the future of guaranteed income initiatives.
Resources
Webinar (May 19th): Self-care for practitioners - strategies and challenges
Connect and Share (May 27th): Self-care strategies
Webinar (June 9, 2021): Virtual one-on-one client support
Read the slides for the ‘Virtual one-on-one client support’ webinar.
Watch the video recording for ‘Virtual one-on-one client support’
Download the handouts:
Client tool: Information to remember
Tip sheet: Supporting client intake, triage, and referral in virtual financial help services
Financial coaching at a distance: Tips for practitioners
Connect and Share (June 17, 2021): Tax-time debrief
Read the slides for ‘Connect and Share: Tax time debrief’.
View additional resources in Prosper Canada’s Tax filing toolkit.
Workshop (June 21, 2001): Beyond bubble baths - self-care during a pandemic
Workshop slides: Beyond bubble baths – self-care during a pandemic
Handout: Beyond bubble baths – Self-care during a pandemic
Resources shared during session:
Native-land.ca
Indigenous languages list in British Columbia
Self-compassion.org
Tara Brach mindfulness resources
Headspace
Boho beautiful guided meditations
Webinar (June 23, 2021): Diversity and inclusion - A conversation with SEED Winnipeg
Workshop (June 24, 2021): Visualizing client experiences - Using journey maps
Resources
Handouts, slides, and time-stamps
Read the presentation slides for this webinar.
Click ‘Get it’ above for video link for this webinar.
Handout: Implementing a practice of self-care
Responding to Client’s “Now, Soon, & Later” Needs
This is a three-part webinar series exploring how practitioners, policymakers, and product developers are supporting the diverse savings needs of LMI households during the ongoing crisis. Solutions that help families save flexibly for short, intermediate, and/or long-term goals that address their current and future needs are discussed.
Intersectionality and Economic Justice
Widespread financial precarity for women of color with disabilities existed before the pandemic. Rooted in existing systemic inequities, COVID worsened the situation and created new access barriers. Race, gender, and disability impact financial stability in complex ways. Having a disability may increase living costs and limit economic opportunities. At the same time, women of color face significant disparities in education, income, employment, financial services, and wealth. Faced with institutional barriers that limit earning and wealth building, disabled women of color are more likely to be unbanked, use alternative financial services, have medical debt, lack access to affordable health care, and experience food insecurity. Given these challenges and the dire need to address them, this webinar explored:
Get Smarter About Money: Financial Literacy 101 videos
GetSmarterAboutMoney.ca is an Ontario Securities Commission (OSC) website that provides unbiased and independent financial tools to help you make better financial decisions. This series of videos covers different financial literacy topics., including:
GFLEC – Finlit Talks
This video series offers concise summaries of in-depth academic and practitioner presentations, in plain English, for dissemination to a worldwide audience. For convenient viewing, most videos are between three and six minutes long.
COVID-19 Fraud Alerts
GetSmarterAboutMoney.ca is an Ontario Securities Commission (OSC) website that provides unbiased and independent financial tools to help you make better financial decisions. This series of videos increases awareness of fraudulent activity during COVID-19. Topic include:
Recordkeepers’ Role in Providing Emergency Savings for an Inclusive Recovery
In this webinar, Commonwealth in partnership with DCIIA Retirement Research Center (RRC) and SPARK Institute present findings from our new research about drivers and considerations of recordkeeper-provided emergency savings and host a discussion with industry experts.
Taking Stock and Looking Ahead: The Impact of COVID-19 on Communities of Color
Nearly a year since the outbreak began, and eight months since it was declared a global pandemic, COVID-19 has devastated hundreds of thousands of lives and millions of people’s economic prospects throughout the country. To date, the effects of this crisis have been wide-reaching and profound, impacting every individual and sector throughout the U.S. For communities of color, however, the pandemic has been particularly damaging as these communities have not only been more likely to contract and succumb to the virus, but also more likely to bear the brunt of the many economic impacts that have come from it—including more likely to be unemployed and slower to regain jobs lost. The Asset Building Policy Network and a panel of experts discuss the impact COVID-19 has had on communities of color, the fiscal policy measures congress has enacted to curtail those impacts and what can be done through policy and programs to foster an equitable recovery and more inclusive economy moving forward.
Connecting to Reimagine: Money & COVID-19 webinar series
This webinar series released by the Global Financial Literacy Excellence Center (GFLEC) features speakers from the public, private, and academic sectors. Past and upcoming webinar topics include: Optimizing National Strategies for Financial Education Crafting Policies that Address Inequality in Saving, Wealth, and Economic Opportunities Investor Knowledge and Behaviors in Times of Crisis Increasing Financial Knowledge for Better Rebuilding Designing an Inclusive Recovery Millennials: Buttressing a Generation at Risk
Strengthening the Economic Foundation for Youth and Young Adults During COVID & Beyond
The unemployment rate for young workers ages 16–24 jumped from 8.4% to 24.4% from spring 2019 to spring 2020 in the United States, representing four million youth. While unemployment for their counterparts ages 25 and older rose from 2.8% to 11.3% the Spring 2020 unemployment rates were even higher for young Black, Hispanic, and Asian American/Pacific Islander (AAPI) workers (29.6%, 27.5%, and 29.7%, respectively. The following speakers discuss how to build financial security for youth (16-24) in this webinar: Monique Miles, Aspen Institute, Forum for Community Solutions, Margaret Libby, My Path, Amadeos Oyagata, Youth Leader, and Don Baylor, The Annie E. Casey Foundation (moderator).
Resources
Handouts, slides, and video time-stamps
Read the presentation slides for this webinar.
Download the handout for this webinar: Process map: Virtual Self-File model overview
Time-stamps for the video recording:
4:01 – Agenda and introductions
5:59 – Audience polls
10:27 – Project introduction (Speaker: Ana Fremont, Prosper Canada)
14:31 – Tour of TurboTax for Tax Clinics (Speaker: Guy Labelle, Intuit)
17:59 – Woodgreen project pilot (Speaker: Ansley Dawson, Woodgreen Community Services)
27:35 – EBO 2-step process (Speaker: Marc D’Orgeville, EBO)
39:26 – Woodgreen program modifications (Speaker: Ansley Dawson, Woodgreen)
46:03 – Q&A
Real Money, Real Experts Podcasts
Real Money, Real Experts is a personal finance podcast written and produced by AFCPE (Association for Financial Counseling & Planning Education). Their membership community offers a place for financial counsellors and financial fitness coaches to share best practices, solve similar struggles, and access tools and resources. Recent episodes include the following topics:
Resources
Handouts, slides, and time-stamps
Managing Financial Health in Challenging Times
Managing financial health is difficult during ordinary times—and especially so in challenging times like the ones we're currently facing. Guest speaker RuthAnne Corley, the Senior Stakeholder Engagement Officer with the Financial Consumer Agency of Canada (FCAC), discusses how to manage your financial health despite external challenges. RuthAnne joined FCAC in 2015 where she’s been instrumental in the development of Canada’s "National Strategy for Financial Literacy - Count me in, Canada" and its implementation. Prior to joining FCAC in 2015, RuthAnne managed stakeholder engagement and outreach activities at numerous federal departments and agencies.
Budgeting resources webinar
This webinar hosted by Credit Canada features guest expert Prosper Canada's Manager of Learning and Training, Glenna Harris. She shares some of their tried-and-true resources to help get people started on budgeting and debt management. She also provides a new tool - Financial Relief Navigator - that can help connect people with income supports they might be eligible for.
Pressure Creates Diamonds: Money Management During Coronavirus
The town hall with CFPB Director Kraninger and Pro Linebacker Brandon Copeland includes steps, and tools to help people plan and persevere during financial challenges. The page also includes access to free resources on a number of topics including mortgage help, dealing with student loans, paying bills, building savings and more.
Four Actions That Can Hurt Credit Scores
During the Four Actions that Can Hurt Credit Scores webinar, you'll learn about: Their guest speaker is Julie Kuzmic, the Director of Consumer Advocacy at Equifax Canada, and a recognized authority on consumer credit. In her role leading consumer advocacy within the organization, Julie helps Canadians build credit confidence.
Resources
Handouts, slides, and time-stamps
Read the presentation slides for this webinar.
Handouts for this webinar:
Report: Roadblock to recovery: Consumer debt of low- and moderate-income Canadian households in the time of COVID-19 (Prosper Canada)
Survey results: Canadians with incomes under $40K bearing the financial brunt of COVID-19 (Leger and Prosper Canada)
Time-stamps for the video recording:
4:42 – Agenda and introductions
7:52 – Audience polls
10:55 – Researching consumer debt (Speaker: Alex Bucik)
18:55 – How much does debt cost? (Speaker: Alex Bucik)
23:17 – How do different kinds of debt work? (Speaker: Alex Bucik)
29:17 – What are people using their credit for? (Speaker: Vivian Odu)
40:49 – What help is available to Canadian borrowers? (Speaker: Alex Bucik)
45:22 – Q&A
Majoring in Debt: Why Student Loan Debt is Growing the Racial Wealth Gap and How Philanthropy Can Help
More than 44 million people in America have taken on student debt to pursue a post-secondary education. These borrowers collectively owe around $1.6 trillion in student loan debt. Borrowers exist in every community, but some are particularly vulnerable to its impact. Women hold two-thirds of all outstanding student debt and Black and Latinx borrowers disproportionately struggle with repayment. This webinar discussed the disparate impact of student loan debt on black and Latinx students and the following topics:
Resources
Webinar series on remote program delivery
A series of webinars hosted by ABC Life Literacy Canada to support literacy practitioners across the country to implement remote program delivery. Topics include:
Resources
Handouts, slides, and time-stamps
Read the presentation slides for this webinar.
Handouts for this webinar:
Online financial tools and calculators (Prosper Canada)
Virtual tools for participant engagement (Prosper Canada)
Online delivery check-list (Momentum)
Jeopardy game template (SEED)
Time-stamps for the video recording:
3:26 – Agenda and introductions
5:10 – Audience polls
8:19 – Virtual delivery considerations (Speaker: Glenna Harris, Prosper Canada)
12:39 – Virtual workshops best practices (Speaker: Fatima Esmail, Momentum)
33:12 – Online money management training (Speaker: Millie Acuna, SEED)
49:07 – Q&A
From the Margins to Center: Responding to COVID-19 with an Equity and Gender Lens
On June 30th, AFN presented an Expert Insights briefing on what it takes to center women of color in the relief, recovery, and rebuild plans for the current health and economic crisis and beyond. The speaker is Dominique Derbigny, deputy director of Closing the Women’s Wealth Gap (CWWG) and author of the report, On the Margins: Economic Security for Women of Color through the Coronavirus Crisis and Beyond. Learn why women of color are suffering severely from the COVID-19 public health and economic crisis, opportunities to advance gender economic equity in near-term recovery efforts, and possible strategies to prevent wealth extraction and foster long-term economic security for women of color.
Expert Insights: Preventing Evictions in Communities of Color During COVID-19
COVID-19 is radically reshaping many aspects of people’s financial health in America, including their housing security. The economic fallout is disproportionately impacting communities of color due to systemic inequities related to race, housing, employment, and more. As the protections put in place at the start of the pandemic fade away, the United States are facing an eviction tsunami that will disparately displace Black and Latinx families. On August 25, AFN’s summer Expert Insights briefed attendees on rental risks and evictions related to COVID-19. Speakers were Solomon Greene with The Urban Institute and Dr. Christie Cade of NeighborWorks America.
Five good ideas for remote client service work
Marco Campana shares his five good ideas for nonprofit organizations to connect deeply with their clients and communities and to start thinking about what their work might look like in the post-pandemic new normal.
Employer Solutions: From Emergency to Resiliency
In light of COVID-19, the financial security of workers has never been more in question. The workplace is an important delivery channel for tailored financial products and services that can help meet employee’s immediate financial needs and build long-term financial stability. The workplace is a unique platform to identify, target, and meet the specific financial needs of employees. This webinar gives funders the tools and inspiration to respond effectively to the low- and moderate-income workforce in this moment and beyond.
Are charities ready for social finance? Investment readiness in Canada’s charitable sector
While social finance could have a transformative impact on the funding and financial landscape, relatively little is understood about its implications for charities. This webinar presents the results of a national survey of over 1,000 registered charities undertaken by Imagine Canada to better understand charities’ current readiness to participate in Canada’s growing social finance market
Keys to financial inclusion (podcast series)
The Center for Disability-Inclusive Community Development’s (CDICD) Keys to Financial Inclusion podcast series brings awareness to disability-inclusive community development. The CDICD works to improve the financial health and well-being of low- and moderate-income (LMI) individuals with disabilities and their families by increasing awareness and usage of opportunities available under the Community Reinvestment Act.
Présentation de l’Explorateur d’allègements financiers (EAF)
L’Explorateur d’allègements financiers : un outil pour connaître les mesures d’aide et d’allègement liées à la COVID-19 dont vos clients pourraient bénéficier En réponse à la pandémie de COVID-19 et en raison de la complexité des mesures d’aide et d’allègement offertes à la population canadienne, nous avons créé l’Explorateur d’allègements financiers (EAF), un outil en ligne qui aide les gens vulnérables au Canada et ceux qui les accompagnent à accéder aux mesures d’aide d’urgence et d’allègement financier proposées par les gouvernements, les établissements financiers, les fournisseurs de services de télécommunication, de services publics et de services Internet. Soyez des nôtres pour assister à notre webinaire d’une heure animé par Elodie Young, de Prospérité Canada, qui vous présentera l’EAF et vous donnera des conseils sur la manière d’aider vos clients à accéder aux mesures d’aide et d’allègement financier. Que vous travailliez dans le secteur de la salubrité des aliments, de la santé mentale, de l'autonomisation financière, de l’établissement ou encore dans le secteur privé, venez apprendre comment aider vos clients à augmenter leur revenu et à réduire leurs dépenses pendant la crise. Ce webinaire concerne tous les fournisseurs de services de première ligne qui gagnent un faible revenu et les populations vulnérables du Canada.
Resources
Handouts, slides, and time-stamps
Presentation slides for this webinar
Handouts for this webinar
Introducing the Financial Relief Navigator (FRN)
Access the Financial Relief Navigator here.
Time-stamps for the video recording:
3:22 – Agenda and Introductions
6:00 – Audience poll
9:00 – Why we created the Financial Relief Navigator (Speaker: Janet Flynn)
11:55 – What’s in the Financial Relief Navigator (Speaker: Janet Flynn)
16:35 – FRN Walkthrough using a Persona (Speaker: Galen McLusky)
33:15 – Tips for using the FRN (Speaker: Galen McLusky)
36:00 – The Working Centre experience using the FRN (Speaker: Sue Collison)
41:15 – Q&A
Resources
Handouts, slides, and time-stamps
Read the presentation slides for this webinar.
Handouts for this webinar:
How Savings Circles Works
Information about the Strive program
Time-stamps for the video recording:
3:35 – Agenda and introductions
6:00 – Audience polls
10:58 – Financial empowerment interventions (Speaker: Glenna Harris)
14:00 – Savings Circles program at Momentum (Speaker: Anna Jordan)
33:18 – Strive program (Speaker: Monica daPonte)
55:50 – Q&A
Video: Debt collection scams
Dealing with debt collection issues can be challenging—especially when you’re not sure if the person you’re being contacted by is a legitimate debt collector or someone trying to scam you. This video from the Consumer Financial Protection Bureau in the United States shares useful tips on spotting debt collection scams and protecting yourself from scammers.
Resources
Handouts, slides, and time-stamps
Read the presentation slides for this webinar
Access the handouts for this webinar:
Poster presentation: Financial Empowerment for Newcomers project
Infographics: Newcomer settlement stages, money matters, and client personas
Time-stamps for the video recording:
3:11 – Agenda and introductions
5:21 – Audience poll
8:25 – Introduction to Financial Empowerment for Newcomers project (Speaker: Glenna Harris)
11:25 – AXIS financial coaching program (Speaker: Sheri Abbot)
30:05 – North York Community House financial coaching program (Speaker: Noemi Garcia)
45:40 – Q&A
Giving Savings Advice
This is one video in a series of videos catered to Volunteer Income Tax Assistance (VITA) program volunteers on how to introduce the savings conversation to tax filers during the tax filing process. This video shows what the savings conversation could look like at a specific point in the tax preparation process: when entering dependent information. The video also includes examples of commonly heard reasons tax filers give for not wanting to save, and possible responses.
Talking About Savings
This is one video in a series of videos catered to Volunteer Income Tax Assistance (VITA) program volunteers on how to introduce the savings conversation to tax filers during the tax filing process. This video discusses why promoting savings at tax time is a critical component of VITA volunteers.
Resources
Handouts, slides, and time-stamps
Read the presentation slides for this webinar:
- Prosper Canada: Webinar introduction / Improving the Benefits Screening Tool
- Bridgeable: Introduction to Service Design
Bridgeable’s handouts for this webinar:
Key takeaways for Service Design
Prosper Canada’s handouts for this webinar:
Benefits Screening Tool Phase 2 report
Pathways to benefits
Client Journey Map for ODSP application
Practitioner Workflows
Time-stamps for the video recording:
3:14 – Agenda and introductions
5:51 – Audience polls
9:19 – All about service design (Speaker: Glenna Harris)
11:00 – Bridgeable: Introduction to service design (Speakers: Bonnie Tang and Minyan Wong)
35:00 – Benefits Screening tool design process (Speaker: Trisha Islam)
50:20 – Q&A
Video: Additional CPP
This short video from the Canadian Pension Plan Investment Board explains the new additional Canada Pension Plan (CPP).
Resources
Handouts, slides, and time-stamps
Read the presentation slides for this webinar.
Access the handouts for this webinar:
How we help people – An overview (Webinar handout) – Credit Counselling Society
Our services (Webinar handout) – Credit Counselling Society
Debt solutions 101 (Webinar handout) – msi Spergel Inc
Time-stamps for the video-recording:
4:13 – Agenda and introductions
7:00 – Audience polls
12:31 – Debt in Canada (Speaker: Glenna Harris)
15:20 – Credit Counselling Society on debt management plans (Speaker: Anne Arbour)
34:05 – Spergel Msi on Consumer Proposals and Bankruptcy plans (Speaker: Gillian Goldblatt)
56:00 – Q&A
Pervasive and Profound: The Impact of Income Volatility on Canadians
In this video presentation Derek Burleton of TD Economics shares findings from the report 'Pervasive and Profound,' which examines income volatility trends in Canada. The survey found that nearly 40% of Canadians experience moderate to high income volatility. This presentation was given at the Prosper Canada Policy Research Symposium on March 9, 2018. Read the slide deck that accompanies this presentation. View the full video playlist of all presentations from this symposium.
Resources
Handouts, slides, and time-stamps
Read the presentation slides for this webinar
Handouts for this webinar:
Tax time insights research report – webinar handout (Prosper Canada)
Income tax checklist – webinar handout (The Working Centre)
Form for missing income information – webinar handout (The Working Centre)
Income tax return summary sheet – webinar handout (The Working Centre)
Host checklist for tax clinics – webinar handout (The Working Centre)
Forms for rental information – webinar handout (The Working Centre)
Referral to FEPS – webinar handout (The Working Centre)
Time-stamps for the video-recording:
3:10 – Introductions and Agenda
6:32 – Audience polls
10:52 – Tax time insights: Experiences of people living on low incomes (Speaker: Nirupa Varatharasan)
26:00 – The Working Centre tax clinic experiences (Speaker: Jen Smerdon)
Resources
Handouts, slides, and time-stamps
Presentation slides for this webinar
Handouts for this webinar:
Brief: Matched Savings programs – webinar handout (Momentum)
Matched Savings programs chart – webinar handout (Momentum)
Budget Tracker – webinar handout (Credit Counselling Sudbury)
Monthly Budget – webinar handout (Credit Counselling Sudbury)
Time-stamps for the video-recording:
3:26 – Agenda and introduction
6:17 – Audience polls
9:41 – Reasons to save (Speaker: Glenna Harris)
12:08 – Effectiveness of Matched Savings (Speaker: Dean Estrella from Momentum)
32:10 – Savings strategies for clients on low incomes (Speaker: John Cockburn from Credit Counselling Sudbury)
47:50 – Q&A
Indigenous Financial Literacy – AFOA 2014 Conference panel
This is the video recording of the AFOA 2014 Conference panel on Indigenous Financial Literacy. In this session, Liz Mulholland, Dr. Paulette Tremblay, Simon Brascoupe, and Darren Googoo discuss Indigneous financial wellness, financial literacy, and community education.
Resources
Handouts, slides, and time-stamps
Presentation slides for this webinar
Handouts for this webinar:
RESP case plan – webinar handout (from Credit Counselling Sault Ste. Marie)
RESP tracking sheet – webinar handout (from Credit Counselling Sault Ste. Marie)
RESP quick reference sheet – webinar handout (from FSGV)
RESP sample letter to schools – webinar handout (from Credit Counselling Sault Ste. Marie)
Time-stamps for the video recording:
3:00 – Agenda and introductions
5:05 – Audience polls
9:00 – Importance of education savings (Speaker: Glenna Harris)
16:00 – Credit Counselling Services Sault Ste. Marie and District (Speaker: Allyson Schmidt)
33:00 – Family Services of Greater Vancouver (Speaker: Rocio Vasquez)
54:45 – Q&A
Strengthening retirement security for low- and moderate-income workers
In this video presentation Johnathan Weisstub from Common Wealth discusses recent improvements in senior Canadians' poverty levels due to benefits such as OAS and GIS, and the challenges that still remain in ensuring retirement security for modest-earning and low-income Canadians. This presentation was given at the Prosper Canada Policy Research Symposium on March 9, 2018. Read the slide deck that accompanies this presentation. View the full video playlist of all presentations from this symposium.
Redesigning Social Policy for the 21st Century
In this video presentation Sunil Johal from the Mowat Centre explains how social policy in the 21st century could be redesigned to accommodate the changing nature of work and income in Canada. This presentation was given at the Prosper Canada Policy Research Symposium on March 9, 2018. Read the slide deck that accompanies this presentation. Pour lire les diapositives de la présentation, cliquez ici. View the full video playlist of all presentations from this symposium.
Building consumer financial health: The role of financial institutions and FinTech
In this video presentation Rob Levy from the Center for Financial Services Innovation (CFSI) examines the role of financial institutions in building consumer financial health. This presentation was given at the Prosper Canada Policy Research Symposium on March 9, 2018. Read the slide deck that accompanies this presentation. Pour lire les diapositives de la présentation, cliquez ici. View the full video playlist of all presentations from this symposium.
Income volatility: Strategies for helping families reduce or manage it
In this video presentation David Mitchell from the Aspen Institute explains strategies for mitigating and preventing income volatility at the household level. This presentation was given at the Prosper Canada Policy Research Symposium on March 9, 2018. Read the slide deck that accompanies this presentation. View the full video playlist of all presentations from this symposium.
Do we have the data we need to tackle household financial instability?
In this presentation Catherine Van Rompaey of Statistics Canada examines the data we have available to measure financial instability in Canada - household debt, savings, and credit. This presentation was given at the Prosper Canada Policy Research Symposium on March 9, 2018. Read the slide deck that accompanies this presentation. Pour lire les diapositives de la présentation, cliquez ici. View the full video playlist of all presentations from this symposium.
Neighbourhood Financial Health Index: Making the Invisible Visible
In this video presentation Katherine Scott from the Canadian Council on Social Development (CCSD) shares the new Neighbourhood Financial Health Index, a mapping tool which uses composite data about income, assets, debt, and poverty to show levels of financial health at the neighbourhood scale. This presentation was given at the Prosper Canada Policy Research Symposium on March 9, 2018. Read the slide deck that accompanies this presentation. Pour lire les diapositives de la présentation, cliquez ici. View the full video playlist of all presentations from this symposium. Update July 22, 2022: Please note that the Neighbourhood Financial Health Index is no longer available
Income and Expense Volatility Survey Results
In this video presentation Patrick Ens from Capital One explains the impact of income and expense volatility on consumers. Capital One found that half of Canadian households surveyed experience some amount of income fluctuation month to month. This impacts their ability to save, cope with emergencies, and other aspects of their lives. This presentation was given at the Prosper Canada Policy Research Symposium on March 9, 2018. Read the slide deck that accompanies this presentation. Pour lire les diapositives de la présentation, cliquez ici. View the full video playlist of all presentations from this symposium.
Canada’s household balance sheets
In this video presentation Andrew Heisz from Statistics Canada explains the changing household assets, debt, and income levels of Canadians of different age generations. This presentation was given at the Prosper Canada Policy Research Symposium on March 9, 2018. Read the slide deck that accompanies this presentation. View the full video playlist of all presentations from this symposium.
Up Close and Personal: Findings from the U.S. Financial Diaries
In this video presentation Rob Levy from the Center for Financial Services Innovation (CFSI) shares some of the findings from the U.S. Financial Diaries project. He explains how the households in the study experience multiple "spikes" and "dips" in income and spending over the course of a single year. This presentation was given at the Prosper Canada Policy Research Symposium on March 9, 2018. Read the slide deck that accompanies this presentation. Pour lire les diapositives de la présentation, cliquez ici. View the full video playlist of all presentations from this symposium.
Income volatility: What banking data can tell us, if we ask
In this video presentation Fiona Greig from the JP Morgan Chase Institute explains what banking data can tell us about income volatility in the United States. This presentation was given at the Prosper Canada Policy Research Symposium on March 9, 2018. Read the slide deck that accompanies this presentation. Pour lire les diapositives de la présentation, cliquez ici. View the full video playlist of all presentations from this symposium.
Household Financial Stability and Income Volatility
In this video presentation Ray Boshara of the Federal Reserve Bank of St. Louis explains how household financial stability has changed in the United States. He shows how education, age, and racial identity influence financial stability and wealth. This presentation was given at the Prosper Canada Policy Research Symposium on March 9, 2018. Read the slide deck that accompanies this presentation. Pour lire les diapositives de la présentation, cliquez ici. View the full video playlist of all presentations from this symposium.
