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

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

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.

 




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 (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.

 




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.




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.