Feb 9, 2014

Recapping The February 2014 Live #money5050 Event

(L to R): Promod Sharma. Nicole Cairns, Tyler Fleming and Melissa Leong
by Promod Sharma, Curator

The live Insider Advice for Today’s Topsy-Turvy Times took place on February 6, 2014. Thanks to Nizam Photography, we have reminders of what happened.

The big snowstorm ended the day before and the Sochi Olympics started the day after. How’s that for timing? The biggest challenge was traffic, which most impacted attendees traveling east from Guelph and west from Markham.

The Speakers

(L to R): Melissa Leong, Tyler Fleming, Nicole CairnsThe interactive 50/50 format gives the speaker 15 minutes to talk and the attendees 15 minutes to ask questions. The short segments cut fluff and bring variety. The panel discussion at the end puts the attendees in charge once again. 

Here’s the order of speakers and their topics:
  • Melissa Leong: This Is Your Brain On Money
  • Tyler Fleming: Tales from the Confidential Files of the Ombudsman for Banking Services and Investments (OBSI)
  • Nicole Cairns: Your Most Valuable Asset – YOU
  • Panel with all three speakers
Besides the talks, there was a 30 minute networking break in the middle.

The Books

Thanks to generous authors and publishers, attendees had an opportunity to win one of eight books. Each speaker got a book too.
Here are the choices and worth adding to your reading list:

  1. Bruce Sellery: Moolala Guide to Rockin' Your RRSP: Start Rockin' in Five Easy Steps (Figure 1 Publishing)
  2. Dan Pink: To Sell Is Human: The Surprising Truth About Moving Others (Penguin Group USA) [Nizam’s pick]
  3. Helaine Olen: Pound Foolish: Exposing the Dark Side of the Personal Finance Industry (Penguin Canada) [Tyler’s pick]
  4. Joe Barbieri: What Is Your Money Telling You? Managing Your Life & Money Holistically
  5. Mitch Joel: Ctrl Alt Delete: Reboot Your Business. Reboot Your Life. Your Future Depends On It.(Hachette Book Group) [Nicole’s pick]
  6. Preet Banerjee: Stop Over-Thinking Your Money!: The Five Simple Rules of Financial Success (Portfolio Canada)
  7. Rob Carrick: How Not To Move Back in With Your Parents: The Young Person's Complete Guide to Financial Empowerment (Doubleday Canada) [Melissa’s pick]
  8. Tom Bradley: It's Still Not Rocket Science: Plain-English Advice for Managing Your Investments (Steadyhand) [ cover not shown]
Dan Pink’s arrived from Washington DC by FedEx with mere hours to go. How’s that for just-in-time delivery? David Toyne of Steadyhand sent copies of Tom Bradley’s book. As a result, there were enough books for everyone

As thanks to the authors and publishers, the book winners have been asked to write an honest review on the online site of their choice within the next month.
Paul Nazareth asking a question (and winning a book)

What I Learned About Money

When you enter an event space, do you see something useful on the screen? At Money 50/50, attendees saw a slide show with money tips, lessons or stories collected via the What I Learned About Money project. Here’s an example.
A money observation from Ann Rosenfield
As a gift, registrants will soon get copies of the unabridged stories by email.

The Venue

The MBA classrooms in the Ted Rogers School of Management are excellent. There’s lots of space for the speakers and attendees. The dual screens are easy to see and put the speaker in the middle.

The Refreshments

The light refreshments were well-received (some shown below). The most popular items were the samosas, cinnamon twists and mandarins.

The Schedule

Because we followed Toastmaster standards, the event ended on time (actually 2 minutes early). People wouldn’t leave. The last attendees were shooed out 40 minutes later. That’s a great sign too.

Special Thanks

While everyone is special, the following people deserve extra recognition

  • Alethia Davis, Career Consultant at the Ted Rogers School of Management for arranging the room and many background details
  • Paul Nazareth of UinvitedU for the promotion
  • Janet Kim for bringing the most guests
  • Ahmed Nizam of Nizam Photography for the photos
PS You’ll find more photos on Flickr.

Jan 9, 2014

Authors And Publishers: Get More Readers

the joy of readingThere are lots of reasons to read books regularly but too few do. You can help spread the habit, which benefits authors and publishers.

Can you donate 5-10 copies of a title?

The ideal books are about money but this isn’t essential. The titles could be older. The key is that the books are worth reading.

Where The Books Go

Attendees at the next live Money 50/50 event will have the opportunity to select the book of their choice. The goal is to have one book per person. If there aren’t enough copies, the books will be given on a first-come basis — an incentive to arrive early. If there are extra books (might as well dream!), they’ll be given as prizes (e.g., for asking questions).

Money 50/50 is an initiative to make financial education engaging by combining short TED-like talks with group discussions. Everyone involved is a volunteer, including the speakers. There are no sponsors. Attendees cover the costs via tickets. Your books give an additional incentive to register and show up.

Benefits To Donors

Readers will be asked to
  • write an honest review of your book online (e.g., on Amazon, Goodreads, their blog, etc)
  • share their review via social media with the hashtag #money5050
Since everyone registered is on a mailing list, they’ll get a gentle nudge to read and friendly reminders to review.

As a donor, you’'ll be thanked on the registration page (e.g., for February 2014) and at the event. A list of all the titles will be published on this site, with links.

To participate or find out more, please contact Promod Sharma by phone (416-938-3711) or email (ps@trustandyou.com). Thanks!


PS You’re also supporting the cause of financial education.