For the fourth year, I have been a member of Alberta Chartered Professional Accountants (CPA) achievement awards review committee.
CPA Achievement Award – 2022
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Four Assets for Families
Families find themselves in a Financial Literacy program to deal with a money emergency or (preferably) to prevent such an emergency. Ideally, the family learns about better money management – but do they learn what role money should play in their lives?
2×2 Goals
What does Albert Einstein [1], a gold medal-winning Olympic Athlete, the lottery, and Afroman’s hit song ‘Because I Got High‘ have in common? They can be mapped to the 2×2 Goal matrix and help financial literacy course participants better understand how to set and attain their goals.
Can We Start Again Please – Here is the Offer…
On September 16, 2021, I will be moderating a Financial Management Institute (FMI) virtual conference: Getting Up to Speed When the Pressure is On. The conference will present six senior Edmonton area leaders [2] who have recently started their new roles. Edmonton Chapter – “Getting Up to Speed When the Pressure is On” | fmi*igf.
SAMI Financial Literacy Goals
Most people have heard of the marshmallow test. Ask a young child if they want one marshmallow now or two in a short while. The test was designed and originally delivered in the late 1960’s and early 1970’s, it showed a correlation between a young child’s ability to delay gratification and their future success [1].
The Goal is Learning to Set Goals
We all know what a goal is, for example:
- Saving to go on vacation.
- Lose 10kg before the next vacation.
- Not losing any children while on vacation, unlike last time.
The first one is a financial goal, the second is personal and the third involves the police and social welfare. We intuitively know the first two are goals but do we really need to articulate an objective to avoid traumatize Johnny?
Lagom & Literacy
Lagom is a Swedish that roughly translates to ‘Just Right’. It does not mean average, sufficient, moderate or adequate – it means the right amount for the circumstances. It is an expression of comfort and has elements of the concept of “Gemütlichkeit” or coziness.
LinkedIn – Google Forms Essential Training
I discovered that my local library (St. Albert) has a subscription to LinkedIn-Learning. One of the courses offered is a basic course on Google Forms Essential Training. This technology is a possible solution for a project I am working on – so a free whirlwind tour is a deal I could not pass up! Because I am declaring this course for verifiable professional development, the following are some notes and ‘KEWL’ things learned.
Zoom Tips, Tricks & Hacks with Tony White
My notes from a session hosted by Tony White, a consultant and training specialist from Ontario [1]. This 3.5-hour session was hosted by the Canadian Executive Services Organization (CESO) and was well run and informative.
The Alpha Zoom & Other Tricks
Control a meeting can be a challenge [1] and a virtual even more so. Part of the following series, this and following blog will discuss Zoom-tools and methods to keep a meeting under control and the participants engaged.
Organizational Biology 