29 episodes

Mastering Money: The Educators Edition. An original podcast from Chartered Professional Accountants of Canada.
This podcast is different from other financial podcasts as it will take a business to business perspective, speaking directly to financial educators as opposed to providing tips directly to the consumer. The podcast will bring up key issues, trends and tips as they relate to financial education for many different audiences. The podcast will kick off with recordings completed at the Mastering Money Conference.

Mastering Mone‪y‬ Chartered Professional Accountants of Canada (CPA Canada)

    • How To

Mastering Money: The Educators Edition. An original podcast from Chartered Professional Accountants of Canada.
This podcast is different from other financial podcasts as it will take a business to business perspective, speaking directly to financial educators as opposed to providing tips directly to the consumer. The podcast will bring up key issues, trends and tips as they relate to financial education for many different audiences. The podcast will kick off with recordings completed at the Mastering Money Conference.

    S3 E05 - Tax Time Doesn’t Have to be Taxing

    S3 E05 - Tax Time Doesn’t Have to be Taxing

    Almost a year into the pandemic and it’s hard to believe it’s already approaching tax time again. With a disruptive year in our rearview,  Fabio Bonanno, CPA, CA, Principal, Taxation at CPA Canada, guides listeners through the necessary information this coming tax season. This episode was recorded on January 27, 2021 via Skype. Please note: the topics discussed in this recording are as at the date of the recording, rules may have changed since the recording date. This recording is not intended to be tax advice.
    For resources visit: cpacanada.ca/COVID19finlit
    Additional resources mentioned in podcast:
    CPA Canada Tax Blog on Home Office Expenses
    CPA Canada Tax Blog on Income Tax Impact of Key COVID-19 support programs
    CRA Home Office Expense Online Calculator and Guidance
    CRA Employment Expense Guide
    Temporary Changes to EI
    Canada Recovery Benefit
    Canada Recovery Sickness Benefit
    Canada Recovery Caregiving Benefit
    The views and opinions expressed in this podcast are those of the guest and do not necessarily reflect that of CPA Canada.

    • 43 min
    S3 E04 - Financial Planning 101 - What You Need to Know

    S3 E04 - Financial Planning 101 - What You Need to Know

    It can be difficult to plan our financial future on a normal day, add in a global pandemic and it can make things even more challenging. In this episode, Aurèle Courcelles, CPA, CMA, CFP, TEP, FP Canada™ Fellow explains that “it’s never too late to start” as he breaks down the importance of making a financial plan as well as provides steps you can take to get started today. This episode was recorded on November 26, 2020 via Skype.
    Want to hear more from Aurèle? Tune into the webinar, Financial planning: Building a lifelong financial plan offered on-demand.
    For more resources, visit cpacanada.ca/finlitresources, fpcanada.ca, “Your Financial Toolkit” (Financial Consumer Agency of Canada)
    Download transcript

    • 34 min
    S3 E03: Life Insurance 101 - What You Need To Know

    S3 E03: Life Insurance 101 - What You Need To Know

    Are you confused about life insurance? How do you know if the life insurance you have is enough? Why is it so hard to talk about something that is so important? In this episode, Graham Rogers, FSA, FCIA, Director of Product and Large-Case Support at Canada Life, helps us understand the ins and outs of life insurance and what we can do to ensure we are informed and protected, especially during these unpredictable times. This episode was recorded via Skype.
    Want to hear more from Graham? Tune in to the webinar, Life insurance after COVID-19: Protecting yourself now and in the future offered on-demand.
    For more resources, visit cpacanada.ca/finlitresources.
    Download transcript

    • 31 min
    Small Business Series – E07 – Entrepreneurship in Uncertainty

    Small Business Series – E07 – Entrepreneurship in Uncertainty

    I was planning to start (or grow) a business in 2020 before the world changed. What do I do now? What options are available to me?
    Join our expert Lisa Zamparo, CPA, CA, founder of The Wellth Company, as she walks us through her career as an accountant, how she made the transition into entrepreneurship and how she has had to pivot to deal with the disruptions brought on by the pandemic.
    This episode is part of our podcast focusing on helping Ontario small businesses get through the pandemic. This series is made possible by the generous support of the Government of Ontario.
    For resources and more information, visit, CPA Canada’s Ontario small business financial literacy resources, CPA Canada’s COVID-19 Financial Literacy page for business owners and Make Lemonade.
    Host: Garth Sheriff, CPA, CA, Sheriff Consulting
    Download transcript
    The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information.

    • 34 min
    Small Business Series – E06 – How entrepreneurs are adapting to the pandemic

    Small Business Series – E06 – How entrepreneurs are adapting to the pandemic

    The pandemic has led to one of the largest economic crises in modern history. In this new business environment, many entrepreneurs are showing ingenuity in adapting to post crisis challenges. This episode outlines priorities highlighted in the BDC’s research study focusing on How Entrepreneurs Are Adapting to the Pandemic.
    Join our expert Pierre Cléroux, Vice President, Research and Chief Economist at Business Development Bank of Canada (BDC), as he walks us through the findings on how entrepreneurs are adapting to the pandemic.
    This episode is part of our podcast focusing on helping Ontario small businesses get through the pandemic. This series is made possible by the generous support of the Government of Ontario.
    For resources and more information, visit, CPA Canada’s Ontario small business financial literacy resources, CPA Canada’s COVID-19 Financial Literacy page for business owners and BDC - Information to help your business take action during the COVID-19 crisis
    Host: Garth Sheriff, CPA, CA, Sheriff Consulting
    Download transcript
    The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information.

    • 32 min
    Small Business Series – E05 – Making Heads and Tails of Taxes

    Small Business Series – E05 – Making Heads and Tails of Taxes

    Like many things, the pandemic has affected the Canadian tax system. This episode provides practical insights on key risks and tax planning opportunities for small businesses.
    Join our expert Michael Espinoza, CPA, CA, Senior Manager at Grant Thornton as he walks us through his thinking on how small businesses should prepare and plan for the upcoming tax season.
    ***Please note that after recording this podcast on December 1, 2020, the Government of Canada announced further details relating to the Canada Emergency Business Account (CEBA). For more information please visit: ceba-cuec.ca.
    This episode is part of our podcast focusing on helping Ontario small businesses get through the pandemic. This series is made possible by the generous support of the Government of Ontario.
    For resources and more information, visit, CPA Canada’s Ontario small business financial literacy resources and CPA Canada’s COVID-19 Financial Literacy page for business owners.
    Host: Garth Sheriff, CPA, CA, Sheriff Consulting
    Download transcript
    The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information.

    • 43 min

Top Podcasts In How To

Listeners Also Subscribed To