Morning Coffee Bar
Catered Lunch
Access to eight impactful sessions
Curated swag (Canadian designers only!)
The Money Manifesto
Networking hour
Morning Coffee Bar
Catered Lunch
Access to eight impactful sessions
The Money Manifesto
VIP dinner at the on-site restaurant
VIP access to the ninth evening session
VIP gift (also a Canadian designer!)
Networking hour
meet the speakers
Janine Rogan, CPA
Leisse Wilcox
Sheetal Story
Ashlyn Gunderson
Mikaela Lane
Brandy Cousins
Mary Pat Smucker
Joelle Tomlinson
Dr. Moira Somers
Sydney Pigeon
Stephen Jagger
schedule
8:00 am - 8:45 am
Registration & Networking
8:45 am - 9:00 am
Kick Off & Opening Remarks
9:00 am - 9:45 am
Reimagine Wealth
9:45 am - 10:30 am
Financial Therapy
11:00 am - 11:45 am
Wealthy EQ
11:45 am - 12:15 pm
Wills and Insurance Panel
12:30 pm - 1:30 pm
Lunch (included in all ticket purchases)
1:30 pm - 2:00 pm
Beginner Investing & Advanced Investing
2:15 pm - 2:45 pm
Real Estate Investing & Small Business
3:00 pm - 3:15 pm
Living Your Rich Life (With Points)
3:20 pm - 3:50 pm
Mind, Body & Spirit of Money
3:50 pm - 4:00 pm
Q&A Session
Wealth Redefined / Closing Remarks
4:00 pm - 4:45 pm
5:00 pm - 6:00 pm
Networking
6:00 pm - 7:30 pm
VIP Event (VIP ticket holders only)
the VIP event
Get cozy with your favourite guest speaker and the founder of WealthyHer at our VIP dinner (included in all VIP purchases). End the day with an intimately curated meal with the on site restaurant.
Ask your burning questions from the day and get to know the other VIP attendees a little better. Your network is your net-worth!
SESSION ONE
REIMAGINE WEALTH
Janine Rogan, CPA, is a passionate keynote and TEDx speaker. She is the founder and CEO of The Wealth Building Academy Inc., the founder of The Wealthy(HER) Conference and an award-winning CPA. Her mission is to educate and empower women to confidently and profitably grow their wealth, through financial equality for all. She has been featured in international media (BNN, Yahoo! Finance, CTV, and more) and has delivered keynotes to thousands of individuals and companies around the world.
Janine sat on the CPA Alberta Education Foundation board, the board of the Further Education Society of Alberta (FESA), and the planning committee of the AICPA Women's Global Leadership Summit. Janine is a University of Alberta alumna, born and raised in Edmonton, Canada, and is currently pursuing her Master of Economics of Sustainability at Torrens University in Adelaide, Australia. She lives in Calgary with her husband, Andrew, and their son, Theodore. Janine will be kicking off the day with an impactful session on what wealth really means to you and how you can integrate it into your story. Wealth is for everyone -- especially women.
SESSION TWO
FINANCIAL THERAPY
Dr. Moira Somers is a psychologist, family wealth consultant and executive coach. She specializes in the psychology of money. She addresses matters that range from the highly personal concerns of individuals and families all the way up to broader service, design and structural issues affecting financial follow-through and equitable access to capital. Although Canada is her home, her client base is international.
Dr. Somers is a faculty member at the Ultra High Net Worth Institute and at the Sudden Money Institute. She leads the Financial Psychology Special Interest Group for the American Psychological Association. She is a featured guest and writer for many financial advising / family office podcasts and publications.
Her book, Advice that Sticks: How to Give Financial Advice that People Will Follow, has become an international bestseller. It tackles, head-on, the problem of unimplemented financial advice. It has been adopted as an authoritative guidebook by such diverse groups as postsecondary institutions, private firms specializing in Ultra Hight Net Worth clients, and credit counselling agencies.
SESSION THREE
WEALTHY EQ
Leisse Wilcox helps make you the leader everyone wants to work with. An expert in behavioral change, resilience, and high-performance leadership, Leisse is known as “the Secret Weapon of the C-Suite” and “the Marie Kondo of your Unconscious.” She helps leaders clear mental clutter, navigate change, and maximize performance by future-proofing their leadership.
A regular Forbes contributor and trusted by brands like TD, AGF, Aviva, and Entrepreneur, Leisse empowers leaders to create human-centered workplaces where people love to be. As an award-winning speaker, certified Leadership, Executive, and Organizational Development Coach, cancer survivor, and twice-bestselling mental health author, her focus on mental well-being enhances communication and confidence for long-term success.
When she’s not lighting up the stage, the page, or the internet, find Leisse road-tripping for tacos with her husband, listening to Taylor Swift with her three daughters, or binge-watching HBO with her dog.
SESSION FOUR
WILLS & INSURANCE
Sydney Pigeon is the Director of Operations at CPA Insurance Plans West. She oversees the sales and service teams dedicated to taking care of the person behind the designation.
Sydney has been working in not-for-profit insurance for 10 years, fulfilling a personal desire to provide unbiased advice and individualized solutions. She has a Bachelor of Science in Human Ecology and a certificate in Human Resource Management. With her background, Sydney brings a holistic people-centric perspective to employee benefits.
When Sydney isn’t busy supporting CPA customers or her team members, she spends time with her husband and their two children.
Brandy Cousins is a lawyer, educator, and entrepreneur with 16 years of diverse legal experience. As the owner of BLC Law & Consulting, she specializes in creative problem-solving and legal education. Her
practice spans various areas of law, including wills, estates, and litigation, which has equipped her with a unique ability to provide innovative and resourceful solutions to her clients.
As an educator, Brandy has created various courses for lawyers and legal students, as well as advising national law firms on processes, procedures, ethics and compliance. A passionate advocate for access to justice, she is committed to ensuring that the information and resources traditionally held by professionals are more widely available. This commitment fuels her work in making legal knowledge more approachable, particularly as it can be used to empower women and small businesses. Brandy’s passion for education and entrepreneurship extends to her personal life where she is pursuing both her pilot’s license and realtor license. She is a coffee connoisseur who enjoys travelling and camping with her husband and dog.
SESSION FIVE
BEGINNER INVESTING
Janine Rogan is an award winning CPA and a passionate international keynote and TEDx speaker. She is the Founder and CEO of The Wealth Building Academy Inc. and an award winning CPA. The Wealth Building Academy educates and empowers women to invest and build their wealth so that they can live their richest life. Janine brings over a decade of experience in the personal finance field and an in-depth understanding of corporate tax policies, having spent time working at KPMG and PWC accounting firms.
Janine has been featured internationally by a number of publications and has delivered keynotes to thousands of individuals and companies around the world. She has been featured on BNN, CTV, The Globe and Mail, and more. Beginning as a blogger during her undergrad, Janine began writing about personal finance on her blog “My Pennies, My Thoughts”. Attracting attention from readers, she set her sights on a long time dream of presenting a Ted Talk, and in 2020 she did just that. Her debut bestselling book “The Pink Tax: Dismantling A Financial System Designed To Keep Women Broke” was released in Spring 2023 and is available everywhere books are sold.
SESSION SIX
ADVANCED INVESTING
Marypat Thenell Smucker, CFA, MA Economics, MS Finance, is Co-Founder and Principal of Parallelle Finance, LLC. The firm, a registered investment adviser, is a provider of research, analysis, and data on sustainable investing, with a primary focus on gender lens investing. Parallelle publishes in-depth quarterly reviews on women in the global economy and equality-focused investments, including gender lens equity funds and fixed income products. A recognized leader in the analysis of gender bonds – social bonds with a focus on women borrowers and gender equality projects – Parallelle maintains the most comprehensive global dataset on these instruments. Parallelle also offers a proprietary analysis tool for scoring public and private investment portfolios with a gender equality lens. In addition to numerous media quotes on sustainable and gender lens investing and women in the global workplace, Marypat’s work has been featured on the CFA Institute's Enterprising Investor site, and she was a contributor to Glenmede's Impactivate site.
Prior to co-founding Parallelle, Marypat was a consultant in investment communications and editorial services for global asset management firms. She began her consultancy following a role as Managing Editor of institutional investment communications at T. Rowe Price. Before that Marypat worked in transaction services for KPMG. She began her finance career as an analyst at Emerging Markets Partnership, a firm which managed the first private equity funds for emerging markets infrastructure.
SESSION SEVEN
REAL ESTATE INVESTING
Stephen Jagger is an entrepreneur, author and speaker. He started his entrepreneurial journey in 2000 when he and long time business partner Mike Stephenson setup Combustion Hosting (acquired ’06), followed by Ubertor Realtor Software (acquired ’13). In 2012 they headed to the Philippines and set up OutsourcingThingsDone.com to provide virtual assistants to real estate professionals.
OutsourcingThingsDone.com grew to 150 employees and discovered a need for HR and payroll software for the Philippines and Singapore. They answered that call by setting up a company called PayrollHero, focused on time, attendance, scheduling, HR and payroll. After living in Manila and Singapore for 4 years with his wife and children, Stephen returned back to Vancouver to launch Instant Messaging Real Estate Corp. to provide artificial intelligence services to the real estate industry and Addy to eradicate barriers to home ownership for everyone. Stephen is the Co-President of the Vancouver College Alumni Association and sits as a Director of The Mel Jr. & Marty Zajac Foundation.
SESSION SEVEN
SMALL BUSINESS INVESTING
Janine Rogan, CPA, is a passionate keynote and TEDx speaker. She is the founder and CEO of The Wealth Building Academy Inc., the founder of The Wealthy(HER) Conference and an award-winning CPA. Her mission is to educate and empower women to confidently and profitably grow their wealth, through financial equality for all. She has been featured in international media (BNN, Yahoo! Finance, CTV, and more) and has delivered keynotes to thousands of individuals and companies around the world.
Janine sat on the CPA Alberta Education Foundation board, the board of the Further Education Society of Alberta (FESA), and the planning committee of the AICPA Women's Global Leadership Summit. Janine is a University of Alberta alumna, born and raised in Edmonton, Canada, and is currently pursuing her Master of Economics of Sustainability at Torrens University in Adelaide, Australia. She lives in Calgary with her husband, Andrew, and their son, Theodore. Janine will be kicking off the day with an impactful session on what wealth really means to you and how you can integrate it into your story. Wealth is for everyone -- especially women.
SESSION EIGHT
Sheetal is a gifted Psychic Medium, Spiritual Grief Support Counselor, and Professional Astrologer with a Master’s in Coaching and a Business Degree from the University of Alberta. As she embraced and nurtured these gifts, they expanded beyond what she could have ever imagined, with Spirit consistently guiding her towards incredible teachers and opportunities. She is now a Certified Medium, Tarot Reader, and Certified Meditation Teacher, and also shares her knowledge by teaching psychic and intuition development classes.
Sheetal empowers women—from entrepreneurs and professionals to stay-at-home moms—to break through limiting blocks, cultivate trust in their intuition, and confidently step into the next stage of their lives. Specializing in navigating grief and life transitions, she seamlessly blends spiritual insight with grounded expertise to help her clients transform challenges into opportunities for profound growth, alignment, and joy-filled success.
Ashlyn Gunderson is a highly accomplished fitness professional, based out of Lethbridge, Alberta. With a passion for athletics and a strong academic background, she excelled from a young age, earning multiple scholarships for both academics and athletics. Ashlyn graduated with distinction from the University of Lethbridge, holding a Bachelor of Science degree in Chemistry and a minor in Mathematics. Her undergraduate research on the biochemistry of food led to her publication in the American Chemical Society journal. At 20 years old, Ashlyn founded "Perfectfit4u", a business dedicated to training competitive athletes, and later founded the “Perfectfit4u Nutrition and Fitness Centre”, where she grew a thriving community and employed multiple fitness professionals.
During the COVID-19 pandemic, Ashlyn pivoted her business virtually, launching courses, eBooks, and becoming one of Amazon’s best selling authors for her poetry book “For All The Moms That Came Before Me”. During this time, Ashlyn also launched the "Authentically Ashlyn" podcast, which has garnered over 125K downloads annually. Ashlyn has been named one of Canada’s Top 10 Fitness Trainers by Muscle Insider, and made her mark as a cast-member on CBC's hit reality TV series "Canada's Ultimate Challenge".
SESSION NINE
WEALTH REDEFINED
Janine Rogan, CPA, is a passionate keynote and TEDx speaker. She is the founder and CEO of The Wealth Building Academy Inc., the founder of The Wealthy(HER) Conference and an award-winning CPA. Her mission is to educate and empower women to confidently and profitably grow their wealth, through financial equality for all. She has been featured in international media (BNN, Yahoo! Finance, CTV, and more) and has delivered keynotes to thousands of individuals and companies around the world.
Janine sat on the CPA Alberta Education Foundation board, the board of the Further Education Society of Alberta (FESA), and the planning committee of the AICPA Women's Global Leadership Summit. Janine is a University of Alberta alumna, born and raised in Edmonton, Canada, and is currently pursuing her Master of Economics of Sustainability at Torrens University in Adelaide, Australia. She lives in Calgary with her husband, Andrew, and their son, Theodore. Janine will be kicking off the day with an impactful session on what wealth really means to you and how you can integrate it into your story. Wealth is for everyone -- especially women.
SESSION TEN
VIP SESSION: ANGEL INVESTING
Marypat Thenell Smucker, CFA, MA Economics, MS Finance, is Co-Founder and Principal of Parallelle Finance, LLC. The firm, a registered investment adviser, is a provider of research, analysis, and data on sustainable investing, with a primary focus on gender lens investing. Parallelle publishes in-depth quarterly reviews on women in the global economy and equality-focused investments, including gender lens equity funds and fixed income products. A recognized leader in the analysis of gender bonds – social bonds with a focus on women borrowers and gender equality projects – Parallelle maintains the most comprehensive global dataset on these instruments. Parallelle also offers a proprietary analysis tool for scoring public and private investment portfolios with a gender equality lens. In addition to numerous media quotes on sustainable and gender lens investing and women in the global workplace, Marypat’s work has been featured on the CFA Institute's Enterprising Investor site, and she was a contributor to Glenmede's Impactivate site.
Prior to co-founding Parallelle, Marypat was a consultant in investment communications and editorial services for global asset management firms. She began her consultancy following a role as Managing Editor of institutional investment communications at T. Rowe Price. Before that Marypat worked in transaction services for KPMG. She began her finance career as an analyst at Emerging Markets Partnership, a firm which managed the first private equity funds for emerging markets infrastructure.
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01
FULL DAY EVENT WITH CATERED LUNCH
Your ticket includes access to the morning breakfast bar and a catered lunch. Upon purchasing your ticket, you will be emailed an onboarding survey where you can identify your dietary restrictions. VIP ticket holders are invited to the evening VIP event with our founder and session speakers.
02
MULTIPLE CONCURRENT SESSIONS
We understand that there is a large variety of people in our audiences & we listened to your feedback from last year. We are excited to offer multiple concurrent sessions in the afternoon, so you can tailor your experience. Choose from beginner investing sessions, to more advanced trading seminars.
03
CONFERENCE STYLE SEATING
Full day events are tiring you deserve to be comfortable. We are pleased to offer this event in conference style, half round tables so that you can spread your stuff out and not feel cramped. More than enough space if you want to bring a laptop to take notes or even your newborn baby. We're upgrading your experience this time around–no more white chairs!
money talks.
WHAT DOES YOURS SAY?
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the math
is simple.
YOU'RE WORTH MORE THAN YOU THINK.
