Event

12

November 2014

The Economic 3rd Annual Financial Literacy Panel

7:45am-9:00am | Marriott Downtown Eaton Centre Hotel - 525 Bay Street , Toronto

Join our expert panelists and Jr. Economic Club students, in a discussion on the importance of financial literacy education and personal money management. Explore the current work being done in this area and analyze what still needs to be done in order to make every Canadian financially literate.

Member ticket $89+HST ($100.57)
Member table$801+HST ($905.13)
Guest ticket $110+HST ($124.30)
Guest table$990+HST ($1,118.70)

Brigitte Goulard

Deputy Commissioner
Financial Consumer Agency of Canada

Brigitte Goulard

Ms. Goulard was appointed Deputy Commissioner on March 17, 2014. Before joining the Financial Consumer Agency of Canada, Ms. Goulard was the Vice-President, Policy and Government Relations, for the Credit Union Central of Canada.

An experienced policy professional in the Canadian financial services industry, Ms. Goulard has been employed in legal and policy roles with several industry associations, including The Trust Companies Association and the Canadian Life and Health Insurance Association. Ms. Goulard has also held the position of Vice-President, Pan Canadian Development with the Fédération des caisses Desjardins du Québec and the position of Vice-President, General Counsel, and Corporate Secretary with TD Meloche Monnex.

Ms. Goulard is a member of the Board of Directors of Montfort Hospital in Ottawa. She has taught Securities Regulations and Financial Institutions Legislation at the Faculty of Law at the University of Ottawa and has been a visiting professor with Palacky University in the Czech Republic.

Ms. Goulard is a member of the Ontario bar with an LL.B. from the University of Ottawa.

Joanne De Laurentiis

President and CEO
The Investment Funds Institute of Canada

Joanne De Laurentiis

Joanne De Laurentiis was appointed President & CEO of the Investment Funds Institute of Canada (IFIC) in January 2006.  IFIC is the voice of the mutual fund industry in Canada. Joanne’s career has focused on managing and guiding multi-stakeholder financial services organizations.  She has served in a leadership capacity for several organizations:  as the President & CEO of Credit Union Central of Canada (2001-2005) the national organization for Canada’s credit union system outside Quebec; President of Mondex Canada (1998-2001) a joint venture of Canada’s largest deposit taking institutions testing a stored value application on a smart card; and the first President of the Interac Association (1994-1998), Canada’s national debit card payment network. Before joining Interac, she served as Vice President, Public Affairs for the Canadian Bankers Association (1985-1994) and as chief of staff to the Minister of Labour, and Minister of Consumer and Commercial Relations in the Ontario Government (1978-1985).She has served on a number of Boards including:  Chair of Ethical Funds, and Credential Financial; Board member of Concentra Financial, Cumis Insurance, Agrifinance, Ontario Lottery & Gaming Corporation; Toronto Board of Trade, and several others. Currently she serves on the Board of the Southdown Institute, a not-for-profit treatment centre and the Ontario Press Council. She holds a Masters Degree in Political Science from the University of Western Ontario

Michelle Michalak

Head of Financial Literacy
Visa Canada

Michelle Michalak

As the Head of Corporate and Public Affairs at Visa Canada, Ms. Michalak oversees external and internal communications programs to support the company’s business goals. As a part of this mandate, Ms. Michalak spearheads Visa’s financial literacy initiatives in Canada, which include the Practical Money Skills Canada and Choices and Decisions programs.
Prior to joining Visa in 2012, Ms. Michalak was Corporate Communications Director at Microsoft Canada, where she was responsible for developing communications strategies for products and programs that aligned to the company’s image agenda and goals of various stakeholder groups. Ms. Michalak also led internal, employee and executive communications.
Currently based in Toronto, Ms. Michalak has also held various communications roles in the United States, England, and Japan. In addition to her tenure at Microsoft, Ms. Michalak’s background includes senior positions with Platform Computing (IBM) and, on the consultancy side, with international public relations firms Hill & Knowlton and Porter Novelli.
Ms. Michalak holds a Bachelor of Public Relations from Mount Saint Vincent University and a Major in French language and culture studies from Université du Québec à Chicoutimi and Université du Québec à Trois-Rivières. She is also a graduate of the University of Toronto Rotman’s School of Management ‘Emerging Leaders Program’ (Initiative for Women in Business).

Terry Campbell

President
Canadian Bankers Association

Terry Campbell

Terry Campbell is President of the Canadian Bankers Association (CBA). In this capacity, he is the principal spokesperson for the banking industry in Canada and communicates the perspectives of the industry to all levels of government, regulators, international bodies, media and the Canadian public. He also ensures that the CBA plays a leadership role in the development of sound public policy on financial services. He oversees the CBA’s financial literacy education programs, Your Money Students and Your Money Seniors, and was appointed by the federal government as a member of the National Steering Committee on Financial Literacy, an expert panel tasked with the development and implementation of a National Strategy for Financial Literacy for Canada. In addition, he is a member of the Board of Directors of the International Banking Federation (IBFed), a forum that addresses issues affecting banking around the world.

Mr. Campbell joined the CBA in 1997 and held the position of Vice President, Policy before becoming President. In this role, he was responsible for supporting the banking industry’s policy development and advocacy activities regarding federal financial services legislation reform, policy and legislation affecting banks as employers, international trade policy, and a range of regulatory issues at the provincial level.

Prior to joining the CBA, Mr. Campbell had a sixteen year career in the Ontario public service, including serving at the director level with responsibility for policy related to provincially-regulated financial services.

Mr. Campbell graduated with a Master’s degree in History from Queen's University and completed his undergraduate work at the University of Toronto. He is involved in mentoring programs for recent immigrants to Canada and is the Chair, Banks Division for the United Way of Toronto. He has served on the Guelph Museums Board of Management and the Board of the Deposit Insurance Corporation of Ontario.

The Canadian Bankers Association works on behalf of 60 domestic banks, foreign bank subsidiaries and foreign bank branches operating in Canada and their 280,000 employees. The CBA advocates for effective public policies that contribute to a sound, successful banking system that benefits Canadians and Canada's economy. The Association also promotes financial literacy to help Canadians make informed financial decisions and works with banks and law enforcement to help protect customers against financial crime and promote fraud awareness.

Tom Reid

Senior Vice-President Group Retirement Services,
Sun Life Financial Canada

Tom Reid

Thomas G. Reid is Senior Vice-President, Group Retirement Services (GRS), Sun Life Financial Canada. In this role, Tom oversees Canada’s largest provider of defined contribution pension arrangements, covering over one million Canadians.

Tom joined Sun Life Financial in 1994 as Assistant Vice-President of Finance. Since that time he has held increasingly senior positions throughout the Company in the areas of Finance, Corporate Development, Public and Investor Relations, and most recently in the Canadian operations of Rollover Markets and Direct Distribution.

Prior to joining Sun Life Financial, Tom was in the Corporate Investment Banking Group at TD Bank. He has also worked in senior positions at Central Guaranty Trust and Price Waterhouse.

Tom is an active member of several industry associations, including the Association of Canadian Pension Management, Treasury Management Association of Canada, and the Canadian Institute of Chartered Accountants. He has lectured in finance and advanced accounting at the University of Toronto and Seneca College.

Tom holds an Honours Bachelor of Arts degree from the University of Toronto and a Chartered Accountant designation.

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