YEG FUTURE OF FINANCE SUMMIT
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JUNE 26 & 27, 2020

VIRTUAL

 

THE YEG FUTURE OF FINANCE SUMMIT 2020: A ROADMAP TO INNOVATION WEALTH & PROSPERITY! is a Constructschön signature event that delivers immersive, high-impact financial literacy with a twist. 

 

Develop high-vibrational thought patterns, develop new habits, forge powerful allies, lean into and pivot your businesses to master underlying financial principles at this FREE 2-day virtual summit.

 

BREAK THE BARRIERS and elevate your business to the next level, get clarity on sustainable practices, have an eye on the future, and uplift (y)our communities!

We invite ALL forward-thinking business professionals, representing growth-stage enterprises, including:

 

  • Women-owned / run

  • Indigenous-owned / run

  • Architectural, Engineering, Construction

The summit has been designed to foster professional synergies, top-notch delivery, collaborative vibe, accountability, and long-lasting support for the success of your business and your personal development.

 

You and your business will engage with motivating presentations, discussions, keynotes, and networking with like-minded businesses, experts, leaders, and professionals.

TEAM WELCOME

The summit team is a hybrid of eight talented businesswomen and leaders who recognize the exponential power of collaboration.  We have come together to share our knowledge, networks, and passions to positively infuse you with the fundamental financial acumen to soar to the next level.

 

Please join us as we embark on this journey, we look forward to seeing you at the summit!

  • Shara Wajih, Constructschon Sustainable Urban Development

  • Aryn Effert, ARDRA Drafting

  • Komal Kaur, IG Wealth Management

  • Manraj Warainch, Credit Counselling Society

  • Kirsha Campbell-Murray, The Cash Lab

  • Lowe Anta, Sunu Tax Accountant

  • Mary-Ann Spearing, Angiggak Consulting

  • Lilly Wang, Lilly Wang Consulting

AGENDA

TOPICS BY DAY

SUBJECT TO CHANGE

 Friday June 26, 2020 (MST) 

 Saturday June 27, 2020 (MST)

 
 
 

SPEAKERS

FEATURED INDUSTRY EXPERTS

Rob Roach

Managing Director, ATB Economics

Climbing Out of the Hole: Alberta’s Economy in 2020 & 2021

Laser-focused on the Alberta economy and the trends and forces that shape it, Rob examines the challenges and opportunities affecting the economic prosperity of Albertans. Prior to joining ATB, Rob was Vice President of Research at the Canada West Foundation where he spent 20 years working on a broad array of public policy topics including local government, infrastructure, intergovernmental relations, economic policy, demographic trends, the nonprofit sector, public opinion, regional cooperation, environmental policy, democratic reform and public finance.

 

The presentation will provide an overview of the current state of the Alberta economy and where it is headed over the next 18 months. The objective is to gain a better understanding of what we can expect in terms of key economic trends and how the COVID-19 pandemic has changed the game in the province either temporarily or on a more permanent basis. The outcome is for audience members to be armed with smart, simple, and helpful information about the Alberta economy so they can make better decisions for themselves, their organizations, and their communities.

www.atb.com/economics

Twitter: @RobRoachCalgary

LinkedIn: Rob Roach Calgary

Lindsay Vanstone

BSc. MUP

City of Edmonton

Future of City Infrastructure and Investment

Lindsay Vanstone is a knowledge worker focused on delivering and managing projects across the private and public sectors. Most recently she has worked at the provincial and municipal levels on projects to promote innovation in urban transportation, urban land redevelopment, and the effective use of data in making urban planning decisions. Her past experience includes market research and consulting for large North American corporations and non-profits. She received her Bachelor's of Science from the University of Toronto, her Master's of Urban Planning from McGill University, and completed an Intensivist program at
the Harvard Graduate School of Design focused on Urban Planning and Design.

www.edmonton.ca/cityplan

Gene Ouellette

Business Development Consultant

Iron Buffalo/Louis Bull Tribe

Indigenous; The Past The Present and The Future

Gene Ouellette brings to the table a diverse background that equips him to be able to communicate effectively to large audiences on almost any topic. He perceives everything as an opportunity and does not focus on issues, but on offering solutions to the cause. Gene is currently working with the Louis Bull Tribe out of Maskwacis and is actively involved in promoting economic development  throughout the Country.

 

Gene has been the President of Iron Buffalo Consulting for the past 16 years
working with a number of diverse clients such as; Volker Stevin, Stantec, Alberta Electric System Operator, Indian Resource Council, and the Federation of Saskatchewan Indian Nations

www.louisbulltribe.ca

Facebook: Indigenous Business and Entrepreneurship​

Facebook: Louis Bull Tribe

 

Arden Tse

MBA, CEC

Yaletown Partners (Accelerate Fund III)

Finding & Sourcing the Money – Understanding the Different Ways to Fund Your Business

Arden provides startup capital to Alberta-based companies through Accelerate Fund III, which Yaletown manages with the A100. An accomplished professional with more than 15 years of private and public sector experience, he works with portfolio company teams to support their performance and is highly active in the Alberta technology startup community.


Throughout his career, Arden has focused on discovering and managing value. As an investment analyst with AIMCo, he took part in the active oversight of environmental, social, and governance issues that impacted AIMCo’s then $70B portfolio of assets, as well as underwriting more than $1 billion in real estate transactions.


Before joining the Accelerate Fund team, Arden oversaw entrepreneurship development as Manager of the University of Alberta’s Venture Mentoring Service.

www.acceleratefund.ca

Twitter: @Arden_Tse

Mary-Ann Spearing

B.A, B.S.W, Indigenous Research and Housing Consultant

Angiggak Consulting

Indigenous Entrepreneurial Path - Home, Creativity, and Success!

Mary-Ann Spearing is an Indigenous woman that is multi-disciplined in Indigenous, Social Work, and Business areas and is currently an Indigenous Research and Housing Consultant. Mary-Ann has twelve years’ professional experience working with and advocating for people in various government, non-profit, and health organizations in rural and urban areas. Angiggak Consulting ensures Indigenous people have access to safe and affordable housing solutions and opportunities to be more economically self-sufficient throughout Canada.

This session will avail attendees the opportunity to collaborate, plan, and contribute to sharing Indigenous, Social, and financial information to help improve participants' knowledge, skills, and partnerships.

LinkedIn: Mary-Ann Spearing

Facebook: Mary-Ann Spearing

Instagram: @maryannspearing

Twitter: @spearingAnn

Komal Kaur

B.Com, MBA

IG Wealth Management Consultant

Understanding Women’s Financial Planning Priorities

Komal Kaur is a financial advisor with Investors Group Financial Services Inc..

 

As a lifestyle financial entrepreneur, Komal runs a boutique-style financial planning practice that helps busy individuals, business owners, and incorporated professionals. By creating simple and personalized guidelines based on their financial complexities and goals to help them become cost-efficient, save taxes, achieve long term growth, and protect their families.

 

Komal's holistic financial planning strategies cover 6 key aspects which include cash flow management, planning for major expenditures, preparing for the unexpected, optimizing retirement, maximizing business success, and leaving a legacy.

Website: advisor.investorsgroup.com/en/komal_kaur

Rahil Verma

MBA

Mortgage Advisor with CIBC

Commercial Mortgages - All You Need to Know!

Rahil is an experienced and qualified marketing and finance industry professional with more than 8 years of experience in the Banking industry in both India and Canada, with an MBA in Marketing and Finance. As a Mortgage Advisor, with CIBC and has helped numerous clients of her with their finances and property ownership goals.

 

This session will uncover all the necessary things that potential property owners and existing homeowners need to know. Rate is not everything, there are other strategies to employ when doing or re-doing your mortgage. You can save money by accessing government programs as well!

Heather Cournoyer

CCIB, CIP, A Commercial Insurance Expert 

Partner in Think Insure Alberta

Commercial Insurance 

Certificate from Reirson University in Entrepreneurial Mentorship. Member of

Heather is a Commercial Insurance Expert who loves to take the mystery and confusion out of buying business insurance.
 

She does that by working closely with her customers to learn what they do and why they do it. Then she makes sure that what they are buying is what they need when something happens.


She is a partner in Think Insure Alberta, an experienced insurance broker professional and long-term Alberta resident. Unlike many other insurance brokers who are fully or partially-owned by large insurance companies Think Insure is independently owned.

 

Favorite Quote: "We make a living by what we get; we make a life by what we give."

Facebook:    Heather Cournoyer ThinkInsure

LinkedIn:      Heather Cournoyer ThinkInsure

Youtube:      Heather Cournoyer

Kirsha Campbell-Murray

CPA,CMA

The Cash Lab

Moving from Chaos to Cashflow!

Kirsha Campbell-Murray is passionate about learning and continuous improvement both professionally and personally. She enjoys partnering with business owners to turn chaos to cashflow, teaching the importance of looking beyond the numbers. She has mentored several persons in her lifetime channeling them to discover their best selves and live in their legacy now!

Volunteering and society involvement is very important to Kirsha and wherever she resides she gets involved in the community. She enjoys outdoor living and learning from each adventure and experience from her awesome twin boys. As a mother of twin boys, she has been challenged her to pour into the lives of others to encourage them with their daily struggles.

Grab your free toolkit to more cashflow

Author of "The Business Operations Planner/Journal - 39 Days Of Action Steps To Increase Cashflows, Profits and Systems" Grab Your Copy here 

www.theboutiqueaccounting.com

Instagram: @thecashlab

LinkedIn: Kirsha Campbell

Facebook: Kirsha Campbell

Taunya Woods Richardson

CMC

Epifany Financial Group

Profit with Purpose!

Taunya is the creator of the Money Mastery Matrix, and founder of Epifany Financial Group, Nail the Numbers and Champs of Change. With over 30 years of entrepreneurial experience, her insights and expertise have been featured in the National Post, Globe and Mail, Financial Post, Profit and Alberta Venture magazines, as well as on CBC Radio, CTV and Global Television.

 

According to Taunya, there’s a three-step formula to money mastery, one Taunya’s invested the past ten years researching and applying.  One that she calls the Money Mastery Matrix™. This is the future of finance. 

Put aside everything you “think” you know about money, as Taunya takes you on an unprecedented discovery into the mechanics, science, and biology of money mastery. 

www.epfifany.ca

Instagram: Taunya Woods Richardson

Facebook: Taunya Woods Richardson

Linked In: Taunya Woods Richardson

Twitter: @TTaunya

Lowe Anta

Bilingual Tax Accountant

Sunu Accounting Services Corp.

Taxation Management – Tips, Tricks & Savings

With over 18 years of experience in the Canadian accounting and tax industry, Lowe Anta began her accounting career by studying accounting at Emery Adult Learning Center (ON). Lowe had worked for many companies in various accounting and Business administration positions. To give back to the community, she volunteered at the YMCA, Habitat for humanity as well as Gabrielle-Roy and Michaëlle-Jean Public schools to develop more experience and a keen interest in accounting.

​This session will clarify your understanding of the impact of taxation on both you and your business.

www.sunutaxaccount.com

Facebook: SunuServices

Twitter: @ServicesSunu

Instagram: @sunuaccounting

Manraj Waraich

Credit Counselling Society

Financial 1st Aid

Manraj is the Credit Counselling Society’s Financial Educator for Edmonton. She has over 8 years of experience in community work including 4 years with the Credit Counselling Society. She completed her Bachelor of Commerce degree through the University of Alberta’s School of Business. Manraj is passionate about inspiring others to better themselves and reach their full potential. She enjoys building connections throughout the community while making a meaningful impact. 

 

Join Manraj for an engaging conversation on how to recognize signs and symptoms of financial distress amongst employees, how to have the gentle "money chat", what help and resources are available, and how to implement a few strategies to enhance financial wellness.

www.nomoredebts.org

Facebook: @MyMoneyCoach.ca

Twitter: @MyMoneyCoach_ca

Instagram: @MyMoneyCoach

Lilly Wang

M.Sc. from the London School of Economics, B.sc. (Hons)

The Offence Strategy: Money, Abundance, Merging the Spiritual with the Material

Lilly Wang is driven to help people take an entrepreneurial, creative, and still a systematized approach to achieving their goals. She holds a master's degree from the London School of Economics (UK), has taught workshops and spoken around the world: from Edmonton and Toronto, to Kathmandu Nepal, Europe, India, and beyond.

 

Lilly’s work as a consultant and coach include partnerships with the World Health Organization, the Bill & Melinda Gates Foundation, startups and grassroots organizations around the world. She has trained with top thought leaders in the realm of personal and business development, and quantum physics (universal laws).

 

Attendees will come out of this session with a different approach to finance - it is NOT just “all numbers.” All of life - our relationships, opportunities, the people supporting us (and yes, the money) are a result of our thoughts and mindset. Come out with a newer, broader look on money and success. a broader perspective, a merging of the spiritual with the material.

www.thelillywang.com

Instagram: www.instagram.com/thelillywang

Facebook: www.thefacebook.com/thelillywang

Ali Salman

Rapid Boost

Machine Learning, AI and Fintech!

Ali Salman is a problem solver, strategist and consultant who has worked with Remax, WFG, Subway, Manpower, YMCA, The Brick, Coca-Cola, Columbia University, Maxwell, Mucho Burrito, KIA, Honda, Samsung and other Fortune 500 companies. Ali Salman now heads Rapid Boost - We are growth consultants and problem solvers. And also involved with RB ventures.

 

RBM clients include Fortune 500's and medium size businesses across North America. Ali as RBM CMO leads his team in building and managing quality, high-performing and cost-effective interactive campaigns and programs fork our company's customers and partners. In his career, he has significantly improved campaign performance for large brands such as Government of Alberta, Liberal Party, Workopolis, Cathay Pacific, as well as medium to large retailers and high-tech B2B-enterprise niches.

www.rapidboostmarketing.com

LinkedIn: Ali Salman

Facebook: Rapid Boost Marketing

Perry Kinkaide

MSc, PhD, CMC

Exploding the Myths About Financing

A scientist and accomplished manager in several fields. Since retiring from KPMG Consulting in 2001, he has remained active as an advisor and director for several diverse public and private organizations. His most senior career positions include: former Managing Director of KPMG Consulting in Edmonton and Assistant Deputy Minister with the Alberta Government. He received his PhD in Brain Research from the University of Alberta.

Perry is the President of Kinkaide Enterprises Inc. (KEI), allocating start-up capital and assigning operating officers to emerging technology-based, enterprises in Western Canada.

 

Perry is called on throughout Canada and the United States for his insight and foresight – often humorous and always provocative, on the impact of emerging technologies. He was recognized in 2007 by Alberta Venture magazine as one of the 50 "most influential" Albertans.

 

"In time we touched; Life and love would never be the same."

Recent broadcasts:

www.PerryKinkaide.com

Sheila Musqua-Keewatin

Owner and CEO of both Keewatin Management Group and Innovative 7 Event planning company

Indigenous Business: Growth, Gaps & Economic Reconciliation

Sheila Musqua Keewatin is a visionary Entrepreneur - an effective and astute organizer.  An advocate for youth, Health,  Wellness,  Indigenous Inherent and Treaty Rights.  A stronger believer and advocate in promoting confidence, self-esteem and overcoming challenges.  She has excellent communication skills verbal and written.  Her specialties are organizing, First Nations Liaison, Government Liaison, Conference, Event Organizing, Proposal Writing and a  Strategist.

As part of the political and strategic team with the Federation of Saskatchewan Indian Nations, she was the administrative organizer and provided strategic advice in the establishment of the following “Firsts in First Nations Country” – to name a few - Bold Eagle Militia Training Program, First Nations Bank of Canada and Saskatchewan Indian Gaming Authority.

An avid sports enthusiast, athlete and co-founder of Trapper Classic, a first of its kind four division ball tournament.

She received her Ordination from the Revivalist Church of Canada. 

Presently she is owner and CEO of both Keewatin Management Group and Innovative 7 Event planning company.   Founder of the Empowering Prosperity Seminar Series.    Co Founder of Northwind Wildfire Preparedness training.  Co Founder of the World Indigenous Nations (WIN) Sports Secretariat which managed the 2nd WIN Games in 2017.    Co Founder of the Rock the Indigenous Vote.  

Leor Rotchild

Executive Director, Canadian Business for Social Responsibility (CBSR)

Sustainability Risks and Opportunities for Your Business Post-Pandemic

Leor Rotchild serves as the Executive Director of Canadian Business for Social Responsibility (CBSR), a 25 year old professional association for sustainable business leaders across Canada, who are championing business as a force for good.

He hosts a popular podcast called Pipelines & Turbines, which features interviews and commentary about energy and sustainability issues.

His background includes a decade in the energy sector as a corporate responsibility advisor to two of Canada’s largest energy companies, co-founder of the international youth committee for the World Petroleum Council and key architect of the Energy Futures Lab in Alberta. 

Leor also co-founded a zero-waste events business and consulted to business and non-profit clients in energy, clothing and apparel, and professional services. 

Some Recent Podcast Episodes:

www.cbsr.ca

LinkedIn: Leor Rotchild

LinkedIn: CBSR

Twitter: @PlanetLeor 

Twitter: @CBSRnews

Facebook: Canadian Business for Social Responsibility (CBSR)

Instagram: CBSRphoto

Cynthia Dovell

MArch, Architect AAA, OAA, MRAIC Principal, Avid Architecture Inc.

Avoiding the Money Pitts

Cynthia Dovell obtained her Master of Architecture from the University of Toronto and is a registered Architect in both Alberta and Ontario. Cynthia has dedicated her career to creating quality buildings that serve and shape their communities. With thoughtful intention, Cynthia looks towards creating spaces where many diverse groups and organizations can grow together in supportive long-term networks.   Bringing to the field the belief that; what is universally inspiring, and enduring is what forms the basis for a lasting and sustainable future. Cynthia’s resulting designs have been both functional and artful, as demonstrated by several award-winning projects.

www.avidarch.ca

Instagram: @avidarchyeg

Facebook: AVID Architecture

LinkedIn: AVID Architecture

Dr. Ahmed M. Farag

PEng, PhD

Hingeneering Consulting

Path to Financial Independence, Engineering Consulting Challenges

Dr. Ahmed Farag is the Managing Director and Principal Structural Engineer with Hingeneering Consulting in Edmonton, Alberta. With a Bachelor and Master degrees in Structural Engineering from Ain Shams University, Cairo and a Ph.D. in Structural Engineering from the University of Alberta. he has over 20 years of experience in structural engineering, teaching, research and consulting in Canada and overseas. He specializes in structural analysis and design commercial, industrial buildings and oil and gas facilities. Dr. Farag is professional member of APEGA in addition to being a member of both the American and Canadian Societies of Civil Engineers.

www.hingeneering.com

LinkedIn: Hingeneering Consulting Inc.

Ayo Oladimeji 

P.Eng., PMP., MBA 

Performance Management and Business Bottomline

Ayo Oladimeji, P.Eng., PMP, MBA prefers to be identified as a visionary entrepreneur in the areas of real estate, media, and community development. He believes events like 2020 YEG Future of Finance Virtual Summit are important for small and medium business owners to connect and access current and relevant financial information for their business to succeed! He agrees with Benjamin Franklin on "An investment in knowledge always pays the best interest". 

As the founder of Crystal Care Group Inc, his mission is to establish the utmost quality of care and services, supporting and maintaining a positive and healthy quality of understanding and acceptance for all members engaging within the programs; meeting individuals where they are at and progressing forward towards aspects that more positively impact the individual’s future.

Brandon Wu

B.Comm U of A  -  Licensed Real Estate Associate

Colliers International (Real Estate Brokerage/Employer)
ICVR Solutions Inc. (Tech Co./Side Hustle)

The Crazy & Creative – The Commercial Real Estate Industry’s Repositioning for Future Success!

Brandon Wu is an entrepreneur that had started by selling shoes out of his high school locker and eventually worked on buying and selling increasingly more expensive items from DJ equipment, to vehicles, to houses and now buildings. At Colliers International, Brandon helps investors analyze commercial real estate developments. His experience has been focused on re-development of under-performing retail strip centres, parkades, and multi-family apartments assets.

As a side-hustle Brandon Wu also owns ICVR Solutions Inc. – a tech company once started to provide a virtual reality sales channel for new developments and has since pivoted to focus on real estate data analysis. He hopes that in his lifetime he will be able to create a platform that will make real estate easier to buy and sell and provide a higher level of service than realtors, at a lower cost.

www.colliersinternational.com
www.icvrsolutions.com

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

THE YEG FUTURE OF FINANCE SUMMIT:

A ROADMAP TO INNOVATION WEALTH & PROSPERITY!

VIRTUAL  |  JUNE 26 & 27, 2020

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