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Financial Management 101 for Social Entrepreneurs

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To make any social enterprise a success, you need to have a great product or service, great marketing, and great skill in managing your money. Join us for an interactive #finman101 workshop where you will learn from Kelly Bragg, Manager, Management Reporting, RSA Canada, and Peter Zhao and Kenny Yu, Finance Department, RSA Canada.

After the workshop, you will have further insight on: – Basic financial terms and procedures; – Importance of strong financial management; – Financial considerations on managing day-to-day operations; and – Introduction to developing budgets and forecasting cash flows.

RSA Canada is a leading general insurer in Canada and a friend to small business and social entrepreneurs.

Photo Credit: Canadian Money, KMR Photography via Creative Commons


Our expert: Kelly Bragg , CPA (CA); CIA – Finance, RSA Canada

Kelly is a leader in financial accounting who is motivated by process improvement initiatives and technical accounting applications. She received her CPA designation in 2007 and has since obtained her designation as a Certified Internal Auditor. Her ten year career has included financial roles within prominent companies such as Ford Motor Company of Canada, Loblaw’s, PwC, KPMG, both in Canada and Australia. She is currently working in RSA Canada’s Finance team primarily focused on financial reporting requirements to the UK. Her accounting concentration has focused on the insurance and financial service industries.

Our expert: Peter Zhao, CPA Program – Finance, RSA Canada

Having recently entered the workplace as a graduate from the Masters of Accounting program at the University of Waterloo, Peter has a strong ambition to become a leader in the financial management field. On pace to receive his CPA designation in 2017, Peter is currently making an impact in the financial reporting, reinsurance, and taxation departments of RSA Canada. Peter was involved in the Velocity program at the University of Waterloo. His main focus in the program was to learn and provide finance advice to young aspiring entrepreneurs, and hopes to be able to share some of the experiences he has acquired.

Our expert: Kenny Yu, CPA Program – Finance, RSA Canada

Kenny is a recent BBA graduate and current Masters of Accounting candidate at the Schulich School of Business. He has worked in various industries in the past, from public sector to mining, with a focus in internal audit. Currently, he is in the CPA program at Royal & Sun Alliance Canada and is en route to complete his CPA designation in 2018.



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