Chapter PD: Communicating Financial Information is CANCELLED


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To minimize the spread of COVID-19 and in support of the B.C. Medical Health Officer’s recommendation for social distancing, this chapter PD session is cancelled.  The Chapter will refund all registrants.  

Financial information about a company or organization is critical for employees to know about, but it can also be very complicated to understand. Concepts, terminology, acronyms – those are only some of the challenges faced in translating “numbers” into something that employees can not only understand, but also appreciate, including with respect to what it means to their own jobs and activities.

Whether you are speaking to individual employees or writing summaries for managers, executives or board members, it is important to know how to best get across financial information in ways that are understandable, interesting and relevant.

In order to do this, the Seminar will include:

  • Presentation material providing background and real-life examples of financial communication to employees;
  • Opportunities to work in groups on employee financial communication topics that are of interest or relevance to you;
  • Individual and group presentations on the results of the group work; and
  • Feedback from the presenter and the others in the room regarding the work you are done.

As a result of this approach, you will learn how to make complex concepts and information more understandable to a variety of audiences, learn what people are interested in (and what they are not), and how to use “storytelling” to get your message across.

You will leave the workshop with a better understanding of the “dos and don’ts” of financial communication to employees, as well as some tools to make you a more effective communicator.

Date:Saturday, May 30, 2020
Where:PoCo Inn and Suites, 1545 Lougheed Highway, Port Coquitlam, BC
Time:Hot Buffet Breakfast: 7:30 am – 8:15 am | Seminar: 8:15 am – 12:30 pm
Cost:$95 + GST  
CPD | Level:4 hours | General
To Register:Click here

*Free Parking

Event Announcement:  COVID-19 Update


Stephen is a highly accomplished Senior Executive, Entrepreneur, Consultant, Public Speaker, Teacher and Board Member with over 30 years of success in energy, utilities, natural resources, alternatives, renewables, clean tech and transportation, real estate, media, government, athletics, medical cannabis, finance and consulting. His broad areas of expertise include international business; board governance and leadership; corporate strategy and communications; fundraising; executive consulting; public relations; media relations; marketing strategy; communications counsel and planning; relationship building; strategic partnerships and alliances; governmental affairs; public policy; teaching and training; stakeholder engagement; Indigenous Relations; strategic planning; and corporate social responsibility (CSR).

In his career as a corporate executive, Stephen held leadership positions at Couverdon Real Estate, The Corix Group of Companies, and BC Hydro and Power Authority. Stephen is Founder/Principal of a strategic communications and public affairs consultancy, providing expert advisory to Canadian and U.S. companies in the resources, energy, transportation, infrastructure, alternatives, renewables, and clean tech sectors; governments (provincial, regional and local); the real estate industry; the finance sector; professional associations; and non-profits.

Stephen has directly contributed to the success of a number of major projects and initiatives, including those related to controversial board and executive change management at private, publicly traded and government organizations; capital and operational fundraising (including raising over $400,000 per year for one organization); communications strategy, issues management and messaging for a North America-wide utility project; and the successful creation and launch of new brand identities in the private and non-profit sectors. Stephen also successfully led corporate communications strategy and execution to secure regulatory approvals and permits for multi-million dollar facilities upgrades; internal/external and government communications for a $1B public-to-private outsourcing initiative; the development of new corporate and strategic marketing plans for large scale post-secondary institutions and associations; and relationship building initiatives across western Canada for major publicly traded and private companies. As a facilitator and engagement specialist, he has developed and led multi-year projects, both inside and outside companies and organizations. Finally, as a teacher and trainer, Stephen has provided professional and student development courses, classes and sessions at a number of BC’s leading universities.

Stephen earned both a B.S. in Biology and an M.A. in Political Science from University of British Columbia. He has served on boards and advisory councils, including for Fraser River Discovery Centre Society; New Westminster Chamber of Commerce; United Way of the Lower Mainland (Campaign Cabinet); and the Vancouver Board of Trade “Leaders of Tomorrow” program.

SPACE IS LIMITED TO 50 REGISTRANTS – so register early!

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