Bernadeen McLeod

Owner & Principle · Mentor Works Ltd.

Expert in matching Canadian government funding opportunities to solve business challenges related to hiring, R&D, business expansion, & more

Canadian Government Funding for Businesses Organizational Development Sme Resources Strategic Planning Project Management

Ted McLyman

CEO/Owner · Apexx Behavioral Solutions Group

The rules of money have changed. The common wisdom of money management is wrong. First manage your behavior, and then manage your money.

Money Behavioral Finance Investing

Nicola Smith, MBA, JD

Doctoral Faculty - School of Leadership Studies · Fielding Graduate University

Structural inequality and diversity; Leadership for change; Children’s rights advocacy; Ethics and professional responsibility

Leadership and Change Alternative Dispute Resolution Workplace Politics Ethics and Professional Responsibility Organizational Theories

Richard Swart

Partner & Director of Research · UC Berkeley

Crowdfunding

Crowdfunding

Sheri Copplestone

Mentor | CBASE · Scotiabank

Sheri Copplestone is a Small Business Advisor at Scotiabank.

Financial Planning Business Lending Financial Advisory Small Business Advising Startups

Tom Deans

Full-time Professional Speaker · Detente Financial Press

Full-time Award-Winning Professional Speaker: 500+ Paid Speaking Engagements in 14 Countries. Family Business and Wealth Transfer Expert

Mark Dennis

President · A1A Wealth Management, Inc.

Engaging speaker who excels at simplifying personal and small business financial topics

Retirement Income Small Business Finance Social Security

Brian Wood

Senior Vice President [Gold Circle Founding Member] · Virtual Financial

♛ Virtual Financial Group 19.7K+ I New Living Benefits We Need Established Agents who are interested in Growing!!

Salesforce.Com Training Sales

Eduardo Pontoriero

CEO & Board Director · HR Access Solutions, Compaq

Eduardo Pontoriero is an expert in business turn-around, management restructuring, and growth of domestic and international companies.

Private Equity Investments International Companies Domestic Companies Management Restructuring

Farid AitSahlia

Assistant Professor · University of Florida

Farid AitSahlia is an expert in financial technology, with specific interest in topics including computational methods and risk management.

Market Microstructure Financial Engineering Fintech Risk Management Asset Pricing

Brenda Spotton Visano

University Professor of Economics and Public Policy, Faculty of Liberal Arts and Professional Studies · York University

Spotton Visano engages a variety of research methods to examine ways to improve access to basic financial services for low income Canadians.

Financial Literacy Economic Literacy Social Justice Financial Education Community Outreach

Bryan Haralovich

CPA, CA · Welch LLP

Providing financial services to entrepreneurs from both private and public companies.

Corporate Finance Corporate Governance Mergers & Acquisitions Business Planning & Due Diligence Internal Controls Advisory

Ricardo McRae

Financial Broker • Podcast Host • TEDx Speaker · WFG

Helping families become financially independent & debt free. • 💻 Video conference available • http://linktr.ee/ricardomcrae

WEALTH BUILDING Design Thinking Social Media Podcasting FINANCIAL SERVISES

Marie Wiese

President · Marketing CoPilot

Marie Wiese is a senior marketing executive with 20+ years’ experience in strategic marketing

Online Marketing Marketing Strategy Lead Generation Social Media Marketing Digital Marketing

Gregory F. Udell

Professor of Finance · Indiana University, Kelley School of Business

Professor Udell has more than sixty publications on topics such as contracting, credit, monetary policy and financial intermediation.

Finance Banking Economics Entrepreneurial Finance Credit Research

Kristine Morrissey, CPA/CA

Vice President, Finance and Administration · Cambrian College

Chartered Professional Accountant with a strong financial background, as well as a wealth of experience in the private and public sectors.

Managing Audit Processes Conducting Benchmark Analysis Operational Reviews Risk Management Budget and Finance

Marnie Smith

Partner · Lighthouse NINE Group

Marnie is a value-driven business professional with expertise in custom consulting solutions.

Coaching and Facilitation Change Management Leadership Project / Relationship Management Communication Strategy Program Design and Development

Douglas Johnson

Managing Director · Cranganore Inc

Investment Banker and Portfolio Strategist

Emerging Markets Islamic Finance Behavioral Finance Venture Capital Cryptocurrencies

Victoria Duff

Founder & CEO · aBusinessPlan.com

Entertaining & informative. Makes the most complex business and financial subjects simple and inspiring.

Business Start-Up Venture Capital Economic Survival

Sue Falcone

Owner and Founder · "Simply" Sue Speaks!

We are: "Impacting change for a lifetime of success!"

Change Motivational Marketing Finance Professional and Personal Growth