Event

25

November 2015

The 4th Annual EC Financial Literacy Panel

7:30am-9:15am | Hilton Toronto - 145 Richmond Street West, 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.

Discussion topics include:
Millennials and financial literacy: How do we reach them?
Seniors: What can we do to help?

Member Pricing:
Individual seat: $89 +HST
Table (seats 10): $800 +HST

Guest Pricing:
Individual: $110 +HST
Table (seats 10): $990 +HST

- Breakfast will be served -

The 4th Annual EC Financial Literacy Panel

Jane Rooney

Financial Literacy Leader
Financial Consumer Agency of Canada

Jane Rooney

Jane Rooney is Canada’s Financial Literacy Leader, within the federal government’s Financial Consumer Agency of Canada (FCAC). She was appointed to that position in April 2014 to exercise leadership at the national level to strengthen the financial literacy of Canadians. Ms. Rooney engages and collaborates with stakeholder groups from the public, private, and non-profit sectors, to coordinate efforts and to strengthen Canadians’ financial well-being. A priority since her appointment has been the development and implementation of the National Strategy for Financial Literacy—Count me in, Canada. Ms. Rooney’s public outreach has been instrumental in building momentum around the strategy, and ensuring hundreds of organizations across the country are undertaking initiatives to advance its goals.

She also oversees FCAC’s research and consumer education initiatives, which support the National Strategy through 1. the implementation of Canada’s National Research Plan for Financial Literacy, aimed at coordinating the efforts of the various Canadian researchers interested in the field of financial literacy; and 2. the development of programs, tools and web content designed to help Canadians gain the knowledge, skills and confidence to make better financial decisions.

Ms. Rooney established and chairs a federal government committee on financial literacy. She is also Canada’s representative and national coordinator of the International Network on Financial Education (INFE). Created by the Organisation for Economic Co-operation and Development (OECD) in 2008, INFE promotes and facilitates international co-operation between policymakers and other stakeholders from more than 100 countries on financial education issues. Ms. Rooney also sits on INFE’s advisory board.

An experienced communicator, Ms. Rooney has spoken about financial literacy across Canada and internationally.

Prior to this Governor-in-Council appointment she was FCAC’s Director of Financial Literacy and Consumer Education, a role she held since 2008. Over her career Ms. Rooney has worked for more than 20 years in the financial sector.

She holds a Bachelor of Arts degree in Economics from Carleton University.

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

Martine Duffy

Panelist
Jr. EC TV

Martine Duffy

Rob Livingston

President & Country Manager
Visa Canada

Rob Livingston

Rob Livingston is President and Country Manager for Visa Canada, where he oversees the strategic direction, key relationships, marketing, operations and financial performance of Visa’s Canadian business.

Prior to joining Visa, Mr. Livingston worked at Capital One for 18 years in the US, UK, France and Canada, where he served as President of Capital One Canada.

Mr. Livingston is Chair of the Board of Directors of the Boys and Girls Club of Canada. He received his degree in Economics from Yale University.

Teddy Kassa

Panelist
Jr. EC TV

Teddy Kassa

Terri Williams

Vice President, Corporate Social Responsibility
Scotiabank

Terri Williams

Terri is currently Vice President, Corporate Social Responsibility leading Scotiabank’s global CSR department and is responsible for developing and managing the Bank’s global CSR strategy, ensuring the integration of CSR in the Bank’s business strategy and plans. Previously Terri was Vice President, Marketing for Global Asset Management and Global Wealth Management at Scotiabank, including leading the marketing for Dynamic Funds and HollisWealth.

Previously, Terri managed investor education programs at the Ontario Securities Commission for five years including her role as President of the Investor Education Fund. She was also Manager, Communications at the Investment Funds Institute of Canada (IFIC), the national trade association for the mutual fund industry.

Terri also has 12 years experience as a financial journalist at the Toronto Sun, Investment Executive Newspaper and IE:Money Magazine. She has written on investing and personal finance for numerous other organizations and publications.

Terri has her Certified Financial Planner (CFP) designation and is on the Board of Directors of the Canadian Foundation for Economic Education.

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.

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