Member365

Select the Use button to add a tag to the body of your email. You may also use tags in the subject of your email by copying and pasting them directly in.

{FIRST_NAME}	Adds the recipients First Name.	Use
{LAST_NAME}	Adds the recipients Last Name.	Use
{COMPANY_NAME}	Adds the Company Name.	Use
{PORTAL_NAME}	Adds the application portals name.	Use
{MEMBER_NAME}	Adds the Recipients Membership name.	Use
{SIGNATURE_OPT_IN}	Adds the Opt-in link.	Use
{SIGNATURE_OPT_OUT}	Add the opt-out link.	Use
%signature%	Adds your preferred signature block.	Use
{Event_Start_Date}	Adds the Event's Start Date.(Events Only)	Use
{Event_End_Date}	Adds the Event's End Date.(Events Only)	Use
{Event_Name}	Adds the Event's Name.(Events Only)	Use
{Event_Description}	Adds the Event's Description.(Events Only)	Use
{Online_Training_Description}	Adds the Online Training Description.(Online Training Only)	Use
{Event_Specific_Dates}	Adds the Event's specific dates.(Events Only)	Use
{member_number}	Adds the Membership Number.	Use
{MemberSince}	Adds the Member Since Date.	Use
{CONTACTEMAIL}	Adds the organization email address used as the "From" address for other membership-related emails (e.g., new member welcome emails). Manage email addresses here.	Use
{EVENT_CREDITS}	Adds the Event's Credits.(Events Only)	Use
{EVENT_CREDITS}	Adds the Event's Credits.(Events Only)	Use
{CERTIFICATE_NUMBER}	Adds the Contact's Certificate Number	Use
{EVENTLOCATION}	Adds the Event's Location.	Use
{TOTALEVENTCREDITS}	The total number of credits that the contact has earned through the event tickets and workshops.	Use
{ASAPPEARSONBADGE}	Display the text of as appears field in the event setup.	Use
{contact_organization}	Displays the organization name of the contact.	Use
{RENEWALDATE}	Adds the Member Renewal Date in (yyyy-mm-dd).	Use
{MEMBERSHIP_YEAR}	Adds the Member's Membership Year	Use
{RENEWALDATE_MM-DD-YYYY}	Adds the Member Renewal Date in (mm-dd-yyyy).	Use
{LMS_CREDIT}	The number of credits the LMS course is worth for Continuing Education	Use
{COLLECTION_PERIOD_END-DATE_YYYY_MM_DD}	The end date of the CE collection period end date	Use
{LMS_COURSE_COMPLETION_DATE}	The completion date of the LMS course	Use
{INCEPTION_DATE}	Adds the Member Inception Date in (yyyy-mm-dd).	Use
{EVENT_END-DATE_MONTH_YYYY}	Adds Event End Date in Full Month Name and Year Format.(Events Only)	Use
{EVENT_END-DATE_MONTH_YYYY_ADD3}	Adds Event End Date in Full Month Name and Year Format Plus 3 Years.(Events Only)	Use
{WORKSHOP_NAME}	Adds the workshop name (if applicable)	Use
{WORKSHOP_DESCRIPTION}	Adds the workshop description (if applicable)	Use
{WORKSHOP_CREDITS}	Adds the workshop credit for related workshop (if applicable)	Use
{TOTALWORKSHOPCREDITS}	Adds the sum of all workshop credits for related event (if applicable)	Use
{Event_Start_Date_DD-MM-YYYY}	Adds the Event's Start Date in (dd-mm-yyyy).(Events Only)	Use
{Event_End_Date_DD-MM-YYYY}	Adds the Event's End Date in (dd-mm-yyyy).(Events Only)	Use
{RENEWALDATE_DD-MM-YYYY}	Adds the Member Renewal Date in (dd-mm-yyyy).	Use
{RENEWAL_DATE_MONTH_DD_YYYY}	Adds the Member Renewal Date in (Month Dth, yyyy).	Use
{INCEPTIONDATE_DD-MM-YYYY}	Adds the Member Inception Date in (dd-mm-yyyy).	Use
{TODAYSDATE}	Adds the current date.	Use
{TODAYSYEAR}	Adds the current year.	Use
{QR_CODE}	Adds the QR Code for their contactID, name, and emailAddress	Use
{WORKSHOP_DATE}	The date of the workshop (if applicable).	Use
{WORKSHOP_START_TIME}	The start time of the workshop (if applicable).	Use
{WORKSHOP_END_TIME}	The end time of the workshop (if applicable).	Use
{MEMBEREMAIL}	Adds the Member's Email Address.	Use
{INCEPTIONDATE_DD_MONTH_YYYY}	Adds the Member Inception Date in (Day Month Year). - eg. 27 October 2025	Use
{RENEWAL_DATE_DD_MONTH_YYYY}	Adds the Member Renewal Date in (Day Month Year). - eg. 27 October 2025	Use

Français

Event Overview:

This workshop is for practitioners who want to feel more confident managing their money. If your income fluctuates, taxes stress you out, or you’re not sure how to take paid time off without falling behind, this session is for you. You’ll learn practical strategies to separate personal and business finances, protect your personal money from income ups and downs, and build a system that supports your life and work with less stress.

Objectives:

Learn how to organize personal expenses to create clarity and reduce overwhelm.
Understand how to separate personal and business finances to protect your household budget from the unpredictability of self-employment.
Explore how to plan for taxes year-round so they don’t sneak up and cause financial stress.
Discover how to create space for paid time off without sabotaging your income or peace of mind.

Meet Your Presenter:

Danielle Abbott is a financial coach who helps self-employed women simplify and take control of their finances. With a background in accounting and non-profit management, she brings a non-judgmental, practical approach to money that empowers clients to build confidence, reduce stress, and gain clarity with their finances

Date: March 11th

Time: 12-1pm ET

This event will not be recorded

No credits have been approved for this event

CEC Info for CCPA Members:

To receive your CEC, you are required to register with the same email as your member portal profile. Log in to your portal to confirm.

Further Information:

Questions | Email events@ccpa-accp.ca

More Events | Visit ccpa-accp.ca/eventcalendar

FREE EVENT - Money Confidence for Caring Professionals

Wednesday Mar 11 2026, 12:00 PM - 1:00 PM
100% Online - Zoom

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