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.



ABLE 2021: Virtual Series

Recover and Rebuild: Helping Canadians build financial security during the pandemic and beyond

The 2021 ABLE Financial Empowerment (FE) virtual series is a collection of online financial empowerment events designed to provide frontline FE practitioners, FE stakeholders, government, policy-makers and academics with knowledge, tools, resources and insights on financial topics to help struggling Canadians build financial resilience through the pandemic and recovery.  

The spring virtual series features presentations and interactive discussions for frontline practitioners. The fall virtual series showcases relevant topics for post-pandemic financial empowerment and is geared for people from all sectors working to mobilize financial empowerment solutions to tackle poverty in Canada.




Self-care for frontline practitioners: Challenges and Strategies

As practitioners continue to deliver important client-centred services during the COVID-19 pandemic, this can be accompanied by feelings of burnout or compassion fatigue. It can be helpful to establish or renew your practice of self-care, fostering your own physical and mental health during trying times. 

In this one-hour webinar, mental health educator, Rebecca Higgins will guide audience participants to identify challenges and strategies to developing a self-care practice or build further on existing practices. Participants will be guided through an activity to take inventory of their self-care practices to access supports and personal sense of purpose in their work.  

Hosted by Prosper Canada on behalf of the ABLE Steering Committee. Visit ablefinancialempowerment.org for a full list of upcoming events in the series. 



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:

  • What immediate changes are needed to help increase the financial stability of disabled women of color?
  • What can we do on-the-ground and systemically to better include disabled women of color and move toward intersectional economic justice?



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:



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).



Virtual self-assisted tax filing: Learnings from a program pilot

During 2020, alternative approaches to the traditional community tax clinic model have become even more valuable as COVID-19 lockdown measures prevented in-person program delivery. In response to the growing demand for alternative ways to deliver tax-filing supportProsper Canada partnered with Intuit Canada and three community organizations in Ontario to pilot a virtual tax-filing model that empowers individuals to complete their tax return themselves. The pilot was supported by tax experts and volunteers who helped guide individuals through the TurboTax for Tax Clinics Canada software.  

The webinar speakers are:

  • Ana Fremont (Prosper Canada)
  • Guy Labelle, (Intuit/TurboTax)
  • Ansley Dawson (Woodgreen Community Services, Toronto)
  • Marc D’Orgeville, (EBO, Ottawa) 

This webinar is ideally suited for frontline practitioners exploring alternate ways to deliver tax-filing support to vulnerable Canadians. 

Click 'Get it' below to access the video link, and scroll down to access handouts, slides, and video timestamps for this webinar.



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:

  • Economic Self-Sufficiency: How Financial Professionals Support Individuals with Disabilities
  • Empowering Communities after COVID-19
  • Where Race & Gender Intersect: Why the Wealth Gap is Widening and How to Help

 



Delivering virtual tax clinics: How to prepare and steps to consider 

This tax season, community tax clinics across Canada will be preparing to support clients virtually rather than in person amidst physical distancing measures due to the COVID-19 pandemic. Adapting to a virtual tax clinic model means preparing for different ways of volunteer preparation, client outreach, and delivering one-on-one tax-filing help.

In this one-hour webinar, speakers from the Community Volunteer Income Tax Program (CVITP) administered by the Canada Revenue Agency (CRA) will share key considerations for Canadian practitioners operating tax clinics in 2021, as well as how to access CVITP program training and support.

This webinar is designed to support practitioners delivering community tax clinics in Canada.

Click 'Get it' below to access the video link, and scroll down to access handouts, slides, and video timestamps for this webinar.

Read the presentation slides for this webinar.

Time-stamps for the video recording:
3:46 – Agenda and introductions
6:21 – Audience polls
11:08 – CVITP program and recent changes
16:58 – CVITP volunteer training
26:58 – What’s new for 2021 and Virtual clinics
36:37 – Q&A

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:

  • Key events which can bring down credit scores
  • How collections are reported to credit bureaus and how long they affect scores
  • What can happen to credit scores when you apply for too much credit in a short amount of time

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.



Consumer debt and household vulnerability among low and moderate- income households in Canada 

Household debt levels in Canada have been rising since the 1990s, which poses increasing risks for Canada’s economy and Canadians’ financial health. However, the debt ‘picture’ for an average low- or moderate-income household is likely to be quite different from higher income households, both in terms of amount of debt and type of debt they take on. 

Join Alex Bucik and Vivian Odufrom Prosper Canada in this one-hour webinar where theywe will present findings from recent Prosper Canada’s recent research on consumer debt in CanadaRoadblock to Recovery: Consumer debt of low- and moderate-income Canadians in the time of COVID-19. Alex and Vivian will explore what types of debt are more common in low- or moderate-income householdsand some of the drivers of this debt load.  

This webinar is intended to equip financial educators and frontline practitioners supporting low-income clients, with recent knowledge on the types of debt Canadians living on low income may be dealing with, and things to know about the pitfalls of different types of debt. 

Click 'Get it' below to access the video link, and scroll down to access handouts, slides, and video timestamps for this webinar.



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:

  • the state of student debt across the country,
  • the disparate impact debt has on low-income borrowers and borrowers of color, and
  • tangible, targeted philanthropic solutions aimed at alleviating the balances of borrowers with $10,000 in outstanding loans or less



Building household financial security during COVID-19 and beyond

Even before the COVID-19 pandemic, many Canadians were having difficulty making ends meet, and the pandemic has further impacted the financial well-being of financially vulnerable Canadians. 

In this webinar, we present research on how COVID-19 has impacted the financial security of Canadians and how additional financial challenges are likely to arise over the next year. The research was conducted in partnership with Prosper Canada by BCG’s Social Impact Ambassador program. The speakers are Common Good Founder Steven Ayer, BCG interns Abhijit Bhamidipati, Ada Kwong, and Brian Page, and Prosper Canada CEO Liz Mulholland.

This one-hour webinar is relevant for practitioners across all sectors who want to learn how Canadians are being financially impacted by COVID-19, and to share and learn what can be done in response. 

Click 'Get it' below to access the video link, and scroll down to access handouts, slides, and video timestamps for this webinar.

 



Read the presentation slides for this webinar.

Time-stamps for the video recording:
3:26 – Agenda and introductions
6:18 – Audience polls
10:39 – Research presentation begins (BCG and Steven Ayer)
36:18 – What Prosper Canada is doing (Liz Mulholland)
42:31 – Q&A


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:

  • How to Use Zoom & Google Meet (formerly Google Hangouts)
  • How to Use WhatsApp & FaceTime
  • How to Use Skype & GoToWebinar
  • Tips for remote delivery of ABC workshops
  • Community Webinar: Adapting Programs to a Changing Landscape
  • Activate Learning



How to deliver virtual financial education workshops

Making the transition from in-person to virtual program delivery has become a necessary step in continuing financial empowerment services during these times of physical distancing. Financial education workshops are a valuable part of any financial empowerment program, and there are many different considerations when moving these to an online format. But don’t feel daunted! There are also many different ways to approach virtual workshops.

Join our speakers Millie Acuna (SEED Winnipeg, MB) and Fatima Esmail (Momentum, Calgary, AB), who will share their learnings as experienced financial educators and facilitators. You’ll learn how to approach workshop logistics and setup, ways to engage and build rapport with your workshop attendees, and instructional design tips for virtual learning.

Click 'Get it' below to access the video link, and scroll down to access handouts, slides, and video timestamps for this webinar.

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.

Lisez les diapositives de ce webinaire.

Utilisez l'outil en ligne.

Lisez le document de ce webinaire.



Introducing the Financial Relief Navigator

In response to the COVID-19 pandemic and the complexities of the benefits and financial relief measures available to Canadians, we developed the Financial Relief Navigator (FRN), an online resource that helps vulnerable Canadians and those that work with them access critical emergency benefits and financial relief from governments, financial institutions, telecoms, utility and internet providers.

In this one-hour webinar you'll hear from Galen MacLusky and Janet Flynn of Prosper Canada who will give you an overview of the FRN and provide tips on how to support your clients to access critical benefits and financial relief. 

Click 'Get it' below to access the video link, and scroll down to access handouts, slides, and video timestamps for this webinar.

Access the Financial Relief Navigator here.



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

Blended programs: Boosting financial education and participant outcomes

There are many different ways to deliver financial empowerment programs. Financial literacy education, financial coaching, and matched savings programs can be successfully delivered independently, with successful outcomes for participants. They can also be blended together to accomplish several educational goals and improve participant outcomes. 

In this one-hour webinar we explore two examples of blended program models. The speakers are:

  • Anna Jordan (Momentum – Calgary, AB
  • Monica Da Ponte (Strive – Toronto, ON)

Click 'Get it' below to access the video link, and scroll down to access handouts, slides, and video timestamps for this webinar.



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

Financial coaching for newcomers: Promising practices

For many newcomers, living in Canada involves learning about finances and money management in new ways. This can include navigating new financial systems, and learning about tax filing and benefits, as well as day-to-day money management and saving. One-on-one financial coaching programs offer assistance for newcomers seeking to better manage their finances and achieve their goals. 

In this one-hour webinar we’ll hear from two agencies who recently piloted financial coaching programs for newcomers as part of Prosper Canada’s Financial Empowerment for Newcomers project. The speakers are:

Click 'Get it' below to access the video link, and scroll down to access handouts, slides, and video timestamps for this webinar.



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

Service design done right

This one-hour webinar shares insights on why service design is so valuable for organizations and businesses, and what is involved in the service design process. The purpose of this webinar is to introduce you to what service design is, how it works, and what elements of service design you can take and apply to your own work.

The speakers are:

  • Minyan Wong and Bonnie Tang from Bridgeable
  • Trisha Islam from Prosper Canada

Click 'Get it' below to access the video link, and scroll down to access handouts, slides, and video timestamps for this webinar.



Read the presentation slides for this webinar:

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

Webinar: SIN and Tax Filing Uptake in Canada

This webinar shares results on Statistics Canada research on barriers to uptake for the Canada Learning Bond (CLB). Specifically, this research examines whether tax filing or Social Insurance Number (SIN) access are greater barriers to accessing the CLB.

Read the slides which accompany this Statistics Canada webinar. (Lire les diapositives en francais).

Regarder la vidéo en français.

 



Debt management solutions

This is a one-hour webinar on debt management solutions in Canada for situations where someone's debt is significant enough that specialized solutions are needed. The speakers explain what steps are likely to be involved in the credit counselling process in setting up a debt management plan, or working with a licensed insolvency trustee to file a consumer proposal or bankruptcy.

The speakers in this webinar are:

Click 'Get it' below to access the video link, and scroll down to access handouts, slides, and video timestamps for this webinar.



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

Take the stress out of tax filing for people on low incomes

This is a one-hour webinar on the tax filing experiences of Canadians living on low incomes, and some successful strategies frontline practitioners can use to reduce stress at tax time for participants, in their delivery of community tax clinics. The speakers in this webinar are:

  • Nirupa Varatharasan, Prosper Canada, Toronto, ON
  • Jen Smerdon, The Working Centre, Kitchener-Waterloo, ON

Click 'Get it' below to access the video link, and scroll down to access handouts, slides, and video timestamps for this webinar.



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)

Successful strategies for saving for higher education

This is a one-hour webinar on increasing take up of Registered Education Savings Plans (RESPs) among people on low incomes. Our panelists share challenges and success stories in their work to help clients save for their children’s post-secondary education. Learn successful outreach strategies, tips on increasing sign ups through one-on-one support, and other approaches that work. The presenters in this webinar are:

Click 'Get it' below to access the video link, and scroll down to access handouts, slides, and video timestamps for this webinar.



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

Partenariat pour l’impact de l’autonomisation financière

Un nombre croissant d’organismes communautaires au Canada offrent des programmes qui aident à améliorer le bien-être financier des familles et des personnes dans leur collectivité. Certains de ces organismes préconisent également des changements aux politiques et aux systèmes pour faire en sorte que l’ensemble de la population canadienne, particulièrement les personnes à faible revenu, soit intégrée dans notre système financier.

Apprenez à accroître l’impact de votre organisation. Joignez-vous à EBO, Union des consommateurs et l’ACEF Montérégie-Est pour un webinaire d’une heure pour entendre Hélène Ménard, Directrice générale, Centre Éducation financière EBO; Sophie Roussin, chargée du Projet national des champions de l’autonomisation financière, Union des consommateurs; et Tanya Brodeur, conseillère budgétaire, ACEF Montérégie-Est, partager des conseils sur la manière dont les partenariats et la collaboration peuvent se traduire par des changements à grande échelle.

 

 



How to use the ‘Managing your money’ resource

This webinar is all about Managing your money, a resource developed to support money conversations and workshops with Indigenous individuals or families.

We all strive to achieve a good life or Miyupimaatisiiun. The Managing your money booklet offers a series of seven simple and engaging worksheets to help set and work towards money goals with a focus on budgeting. Learn what is included in these colourful worksheets, how to use them in workshops or one-on-one support settings, and practice some of the activities together. 

The speakers are:

  • Simon Brascoupé, Vice-President, Education and Training, AFOA Canada
  • Natasha McKenna, Program Officer, Prosper Canada
  • Glenna Harris, Manager, Learning & Training, Prosper Canada

This is the video recording of the webinar.

Click here to read the slides for the 'How to use the managing your money resource' webinar.



Retiring on a low income: Learnings


This is a webinar presentation recorded with John Stapleton at Prosper Canada on October 4th, 2016. John Stapleton is a Principal of Open Policy, and has worked for the Ontario Government for 28 years in the areas of social assistance policy and operations.

In the session John describes the differences between non-refundable and refundable tax credits, deductions, exemptions, and entitlements. He also reports on his learnings from presenting on tax credits and retiring on a low income to local Ontario audiences.

This is the webinar video recording.

For more information on retiring on a low income, including John’s updated toolkit with 2018 information, please visit: Open Policy Ontario.

 




Future planning for people with disabilities


Delivered in partnership with Plan Institute, this webinar "Future planning tips for people with disabilities and those who support them," discusses how planning for A Good Life can lead to achieving greater peace of mind about the present.

This webinar also introduces the online Future Planning Tool for Persons with Disabilities*, a resource that helps you, your family, and your clients create a financial plan.

The speakers are:

  • Brendon Pooran, Founder and principal lawyer, PooranLaw Professional Corporation
  • Ted Kuntz, Chair, Board of Directors of Plan Institute
  • Tom O’Dwyer, Lead tax advisor, Ability Tax and Trust Advisors.

This is the webinar video recording.

Read the presentation slides for this webinar.

Discover the Future Planning Tool discussed in this webinar.

 




Financial coaching insights


This webinar shares insights from three different financial coaching and counselling programs in Canada, discussing what these financial coaching programs look like, program successes, and program challenges. The speakers are:

  • Sheri Fata, Manager of Education and Support Services at Thunder Bay Counselling
  • Danny Carestia, MPower Money Coaching program volunteer in Toronto
  • Jose Jaime Guerrero Financial Counsellor at Family Services of Greater Vancouver.

This is the video recording of the webinar.

Read the presentation slides for this webinar

Read the MPower Money Coaching Program report discussed in the webinar.

 




Tax clinic planning for indigenous communities (2)


This webinar, "Planning a successful community tax clinic in Indigenous communities, Part 2," is the second in a 2-part series sharing information, community examples and promising practices with Ontario First Nation communities and Indigenous organizations to support the launch and planning of your own tax clinic that meets the needs of your community.

The speakers are:

  • Jocelyn Bebamikawe, Employment and Training Officer, Wii-ni n'guch-tood Employment & Training, Wikwemikong Unceeded Indian Reserve
  • Simon Brascoupé, Vice-President, Education and Training, AFOA Canada
  • Natasha McKenna, Program Officer, Prosper Canada
  • Jonathan Cheung and Vinoth Wimalanath, Canada Revenue Agency, Ontario Region

This is the webinar video recording. 

Read the presentation slides for the 'Tax clinic planning for indigenous communities' webinar.

 




Tax clinic planning for Indigenous communities (1)


This webinar, "Planning a successful community tax clinic in Indigenous communities (Part 1)," is part one of two webinars trainings which share information, community examples and promising practices from Ontario First Nation communities and Indigenous organizations. This training will support the launch and planning of your own tax clinic that meets the needs of your community. Speakers are:

  • Jocelyn Bebamikawe, Employment and Training Officer, Wii-ni n'guch-tood Employment & Training, Wikwemikong Unceeded Indian Reserve
  • Simon Brascoupé, Vice-President, Education and Training, AFOA Canada
  • Natasha McKenna, Program Officer, Prosper Canada; Jonathan Cheung
  • Vinoth Wimalanath, Canada Revenue Agency, Ontario Region.

Read the presentation slides from this webinar.

View Part 2 in this webinar series.

 




High cost lending in Canada


This webinar, "High cost lending in Canada: Risks, regulations, and alternatives," is about why high cost lending products are concerning, especially for financially vulnerable Canadians. Speakers discuss what is driving the use of these products, what kind of regulations are involved, and what advocacy and financial product solutions could look like. The speakers are:

  • Jerry Buckland from Canadian Mennonite University
  • Courtney Hare from Momentum.

Read the presentation slides for this webinar.




Financial literacy outcome evaluation made easy


In this webinar, "Financial literacy & coaching outcome evaluation made easy," you'll learn about the new online evaluation tool developed by Prosper Canada. This is a revolutionary new online evaluation question tool designed to help organizations measure the effectiveness of their financial literacy and coaching programs.

The speakers are:

  • Lilian Knorr, Manager of Research and Evaluation at Prosper Canada   
  • Salima Shariff, Research and Evaluation Officer at Prosper Canada.

The financial literacy and coaching evaluation tool is a product of the Strengthening evaluation of financial literacy programs in Canada project funded by the Canadian Bankers Association of Canada and conducted in partnership with Prosper Canada and the Financial Consumer Agency of Canada.

This is the video recording of the webinar.

Discover the Financial Literacy Outcome Evaluation Tool discussed in the webinar.




Insights to impact: Behavioural science


In this webinar, "Insights to impact: What behavioural science tells us about building financial well-being," you'll learn about how behavioural science can be used to help build financial well-being and influence the design of financial empowerment programs. 

The speakers are

  • Katy Davis, Managing Director, ideas42
  • Emily Zimmerman, Vice President, ideas 42

This is the video recording of the webinar.

Read the presentation slides from this webinar.

Read the report Insights to Impact, discussed in this webinar.




Indigenous financial wellness in Canada


This webinar, "Indigenous financial wellness in Canada," introduces an Indigenous financial wellness framework, identifies some of the key barriers and opportunities for building financial wellness in Indigenous communities, and highlights evidence-based best practices for building financial wellness. The webinar focuses on promising practices and considerations for the implementation and delivery of community financial wellness services. The speakers are:

  • Elizabeth Mulholland, CEO of Prosper Canada 
  • Simon Brascoupé, Vice President, Education and Training of AFOA Canada. 

Read the presentation slides for this webinar.




Volunteer tax clinic insights in Canada


For Canadians living with low incomes, tax filing is an important opportunity to boost incomes by accessing a wide range of government benefits. In this webinar, "Insights on hosting volunteer income tax clinics," experts in Canada share their knowledge and practices on what it takes to host volunteer income tax clinics. The speakers are:

  • Nancy McKenna, CVITP/CRA
  • Lay Lee Lo and Irene Chan, Agincourt Community Services Association (ACSA), Ontario
  • Luc Stone, E4C, Alberta
  • Althea Arsenault, Economic and Social Inclusion Corporation (ESIC), New Brunswick. 

This is the video recording of the webinar.

Read the presentation slides for this webinar.




Financial supports for people with disabilities


In this webinar, "How to deliver financial supports for people with developmental disabilities," you will learn about financial supports and government programs for people with disabilities in Canada. The topics covered include: social assistance programs, the Disability Tax Credit and other benefits available under the Income Tax Act, the Registered Disability Savings Plan (RDSP) and estate plan tools including a discussion about Henson Trusts. The webinar also discusses practices to support persons with developmental disabilities with respect to their legal, tax and financial planning and recommended resources.

The speakers are:

  • Brendon Pooran of PooranLaw Professional Corporation
  • Tom O’Dwyer of Ability Tax & Trust 

This is the video recording of the webinar.

Read the presentation slides for this webinar.




Income volatility in Canada


A growing number of Canadians are living with fluctuating incomes - incomes which may vary significantly from month to month, not just from year to year. This makes it difficult to save, plan, and achieve financial wellness. This webinar, "Income volatility in Canada: Why it matters and what to do about it," delves into the issue of income volatility, what this looks like in Canada, and what can be done about it. 

The speakers are

  • Glenna Harris, Manager of Learning & Training at Prosper Canada
  • Liz Mulholland, CEO of Prosper Canada

This is the video recording of the webinar.

Read the presentation slides from this webinar.

Read the report Pervasive and Profound, by TD Bank Group, discussed in this webinar.




LIFT-UP – An Innovative Approach to Municipal Financial Empowerment

Moving the Needle on Retirement Planning & Saving: The Role of Education

How FinTech for Good Can Create Financial Health

Data Collection Methods and Food Assessments


This is the slide deck for a webinar presentation by First Nations Development Institute on data collection methods in first nations communities, related to food assessments. It explains the data collection process, what data analysis is, why it is important to have a data analysis plan, qualitative and quantitative methods, types of questions, and more.


Online/Offline: How Technology Can Empower Local Refugee Communities

Financial Coaching & Counseling Listening & Learning Series: Taking it to the Next Level: Exploring Financial Coaching Platforms & Putting it All Together

Encouraging Savings for Public Benefit Recipients, a Win for Families and States

I Don’t Want to Say the Wrong Thing! Shedding Light on Language

How the CFPB is Proposing to Regulate the Small Dollar Lending Industry. Understanding and Supporting the Payday Lending Rules.

Leveraging the Tax Moment to Build Financial Capability

Lead By Design: Deepen Understanding of Program Design & Models to Better Meet People Where They Are

Programs, Policies, Partnerships: Coming Together to Heal the Racial Wealth Divide

Gaining Clarity on Coaching vs. Counseling & Implications for Your Team