Distinguished Advisor Conference

Agenda

Program Director
Knowledge Bureau

Available as PDF and online, below.

New for 2018, we are pleased to introduce the Executive Business Builder Retreat.   Agenda details available below and under the Executive Business Builder Retreat tab

 

2018 Agenda (PDF) Registration Form     Partnership Package

 

THEME: THE CHANGING FACE OF COMMUNITY - Collaboration with Impact

To Register Call 1-866-953-4769

DAC 2018 Program November 11-14, 2018, Quebec City

THANK YOU TO OUR SPONSORS

 

Franklin Templeton Investments

 

Ivari

 

Home Trust

 

Investment Executive

 

IFB

 

Moodys Gartner Tax law LLP

 

EXECUTIVE BUSINESS BUILDER RETREAT: SATURDAY NOVEMBER 10TH, 2018

4:00 – 6:00 PM Registration
Pick up Badge and Materials
Hilton Lobby
6:30 PM Meet at Le Monastère Des
Augustines

77 rue des Ramparts, Quebec, QC. G1R 0C3
Map will be provided 12 min walk or cab

6:30 – 7:30 PM Tour of Le Monastère Des
Augustines

In 1639, three Augustinian sisters came to Quebec City with a charter from King Louis XIII, to care for the sick and to open the continent’s first hospital north of Mexico. A visit to Le Monastère des Augustines is a unique opportunity to discover a chapter of history in a place dedicated to heritage, culture and well-being. The monastery holds some 40,000 artifacts and extensive written archives, which chronicles the sisters’ centuries of work in the community and offers a fascinating glimpse into the history of Western health care.

7:30 – 9:30 PM STEP 1 –
WHAT’S YOUR STORY?
COLLABORATIVE DINNER

During this evening’s dinner featuring local farm to table cuisine and hosted by Evelyn Jacks, Founder and President of Knowledge Bureau, and our Lead Sponsor, share your story with other business leaders in an open and welcoming environment.

  Thought Questions:

What Defines You and Your Business?
The Buck Stops Here:  How does your “no excuses” role affect you? 
What Inspirational Message Do You Have For All Of Us?

 

EXECUTIVE BUSINESS BUILDER RETREAT: SUNDAY NOVEMBER 11TH, 2018

In preparation for each session please review the thought provoking questions and come prepared to discuss with your peers.

7:15 – 8:00 AM FUEL UP:
Awaken Your Senses
Take It All In.  Le Monastère des Augustines is the perfect setting to begin your holistic experience in personal mindfulness, balance and purposeful thinking. A delicious breakfast buffet will be served to jump start and energize your day.
Guest Host: Alan Rowell
8:00 – 8:30 AM REVITALIZE AND FOCUS: Cardiac Coherence Technique

How to Be More Present.  Learn a “miracle” technique that helps you clear your mind, reduce anxiety and start every day in a calm, natural state of readiness so that you can be “in the present” for the people who crave a deeper relationship with you.

8:30 – 9:30 AM STEP 2:
RENEW YOUR PASSION

Rebuild Your Passion Statement.  Sometimes it’s lonely at the top but it doesn’t have to be.  Reconsider:  why do you do what you do? Revisit your aspirational passion statement with business leader Dan Collison.

  Thought Questions:

What are you passionate about?
What keeps you from doing the things you are passionate about?
If you could rebuild your passion statement, what would it be?

9:30 – 10:30 AM

STEP 3:
ENHANCE YOUR LEADERSHIP POTENTIAL

Leadership is about followers.  What makes a great leader?  Who follows you and why? Challenge yourself to dig deeper and find your latent leadership potential with executive coach Joanne Sigurdson.
  Thought Questions:

Who are the great leaders you admire and why?
What is the one thing you’d like to improve upon to enhance your leadership potential?
How do you lead into a new economy?

10:30 – 10:45 AM Health Break Grab a Health Shot! Learn from the Chef about the benefits of a fresh juice concoction and receive your special recipe for renewed energy.
10:45 – 11:15 AM SHARPEN YOUR CONCENTRATION Constantly Distracted?  Try Meditation for Beginners! If you are frustrated that you can’t get to the important things because of the noise all around you, you’ll appreciate learning effective ways to work on your concentration and memory in your daily life.  Learn about some high-quality apps to remind you in your day. . . “fit-bits” for your brain!  Practice in group, too!
11:15 – 12:00 PM STEP 4:
RETHINK YOUR STRATEGIC PLAN

Meet the Dilemma of the New Economy Head On.  Who is your next client?  What do they want?  Rethink your strategic business plan by focusing on who you want to serve with Jenifer Bartman.

  Thought Questions: Who is your preferred client?
What services do you want to offer your next clients?
What is the mission of your “new economy” plan?
12:00 – 1:30 PM THE PLEASURES OF HEALTHY EATING

Is Time Your Enemy?   What’s the connection between a healthy body, a healthy economy and a planet healthy?  You’ll find surprising answers as you revisit the “new rules” of nutrition and receive a unique, practical model to guide your food selections, too!  Your “culinary coach” will give you scientific facts and tips on “mindful eating”.   You’ll discover a new attitude toward healthy eating, being in the present throughout this pleasurable activity, while you learn more about making more conscious selections for human health and our planetary eco-systems as well!

1:30 2:30 PM STEP 5:
CREATE YOUR SAFE HAVENS
Manage Risk More Effectively.  It’s critical that you and your stakeholders operate within safe havens.  In a world in which technology, privacy and compliance disrupt sound business practice, learn why understanding business law better can help, with lawyer Philippe Richer
  Thought Questions:

Do you have the right contracts in place for your clients?
What improvements do you need to make in engaging staff and contractors for the longer term?
How are you and your business protected from breaches in confidentiality and privacy?

2:30 – 3:00 PM STEP 6:
MANAGE YOUR FRIEND AND FOE
Let it Go - Disconnect with Purpose.  Modernizing your practice for a new economy means embracing even more IA and enduring more rewiring of your over-taxed brain.  To fight this bizarre relationship with your electronic devices, a type of self-inflicted loneliness, learn why you absolutely need to unplug to rest your brain and take back control.  Find out how with our technology partners.
 

Thought Questions:

What is the biggest issue in managing change for you?
How can you introduce mindfulness into managing the time you and the stakeholders around you spend with your various devices?

3:00 – 3:30 PM NOGGIN NOSH AND CHAIR YOGA Let’s really have some fun! Learn more about stretching and experience a great, easy way to take a “no excuses” approach to feeling better and smiling more throughout your afternoon. . . (as an alternative to eating chocolate bars from the vending machine!)
3:30 – 4:15 PM STEP 7:
PEOPLE POWER

Just how do we crack the recruitment conundrum?  Trouble getting and keeping staff?  It’s a common thread in most businesses.  Share your human resources concerns with our instructor panel hosted by Evelyn Jacks

  Thought Questions: What is the most frustrating part of the HR equation for you?
How do you empower and motivate your staff?
What results would you like from your HR Plan?
4:15 – 4:30 PM CLOSING MOMENTS

PAUSE REFLECT AND IF YOU FEEL LIKE IT.. . HUG!

 

DAC DAY 1 - SUNDAY NOVEMBER 11

12:00 - 5:00 PM
Hilton Lobby

REGISTRATION
Meet our friendly Knowledge Bureau Ambassadors!   Partake in a lot of high fives and joyous reunions as you drop in to pick up your name badge and conference materials in the beautiful Hilton Hotel lobby which overlooks the historic Plains of Abraham and the gates of Old Quebec City. You will love the views and your opportunity to meet the Knowledge Bureau DAC team: ask questions, get oriented and let our team help you make the most of your time at DAC. We look forward to welcoming you!

12:15 - 5:00 PM
Meet in Lobby

 

BRUNCH & TOUR ÎLE D’ORLÉANS
Set out on the ‘’Road of all Flavours’’ (la route des saveurs).   This is a truly beautiful experience that will engage you in the beauty and history of Old Quebec.  The day will begin with a delicious Brunch Buffet overlooking the Falls at Montmorency, the summer residence of the 1st Duke of Kent.  After Brunch, explore the stunning views from the many lookout points throughout the Park, including a spectacular water fall. The tour will also include stops and taste at The Bilodeau Cider House - the family-owned orchard of over 3000 trees that has mastered, the delicate art of making Ice Cider since 1982.  And you won’t want to miss Cassis Monna & Filles, a local renowned maker of Cassis – a truly fantastic sweet, dark red black currant liqueur found in a Kir Royale. 

Tour includes:
 Brunch
 Motor coach transportation
 Professional tour guide
 Bottled water
 Entrance Montmorency Falls
 2 tastings stop on Ile D’Orleans
 All gratuities

Cost $135 per person
Register by October 31st

6:30 - 7:00 PM
Villeray/DeTourny

FIRST TIMER RECEPTION
Calling all first-timers at DAC! Please join us for this very special welcome celebration. The DAC is all about great education and great networking and we want to make sure you have chance to shine at both!    We will officially adopt you as part of the DAC family, hosted by Knowledge Bureau’s Sr. VP of Business Development, Allan Jacks.

Dress Code:  Business Casual, Cash Bar

7:00 - 9:00 PM
Shuswap Room

WELCOME RECEPTION

Theme - Québécoise in Training!  Join us for this wonderful evening of merriment as we begin our 15th Annual Distinguished Advisor Conference and immerse you in all things Québécoise. Enjoy local traditional fare such as Tourtiere, Pea Soup, Poutine and Sugar Pies. Tap your toes and kick your heels to regional French music, while enjoying the company of your peers and new friends. You never know who may show up!  In fact – we know someone very, very special will be there!  You won’t want to miss meeting him!!
No time to pick up name badge during the day? Not to worry we will have them available at the reception.

Dress Code: Business Casual, Cash Bar

 

DAC DAY 2 - MONDAY NOVEMBER 12
THEME: THE CHANGING FACE OF THE GLOBAL ECONOMY

7:00 - 7:45 AM
Kent

 

BUFFET BREAKFAST
Start your day with a delicious hot Breakfast buffet.
For attendees and paid guests

Brought to you by:

7:45 - 8:00 AM
Palais

WELCOME AND OPENING REMARKS
Caroline Ouellette

We welcome back Olympian Caroline Ouellette, a previous well received DAC speaker in San Diego to open the Day 1 General Sessions with her remarks about the theme of the Conference: The Changing Face of Community and, the Changing Face of the Global Economy. Be prepared to take notes, ask questions and learn new ideas throughout your day.

8:00 - 8:45 AM
Palais

WORKING BEYOND OUR PRIVILEGE
Evelyn Jacks, MFA, DFA-Tax Services Specialist, Founder and President of Knowledge Bureau

The face of Canada is rapidly changing: our cities, people and demographics are facing unprecedented change. As a community and as individuals, it’s time to work beyond our privilege:  to set higher goals, to better ourselves and give back to our society.  In the changing face of our communities, the work of professional financial advisors is more important than ever.  But change is difficult, and it can be taxing.  To get better results, simplify your efforts and achieve unprecedented financial success, you will need to collaborate, with impact.  Find out how in this inspirational session.

8:45 - 9:30 AM
Palais

THE FIVE-STEP PROGRAM:  Fixing Canada’s Competitive Challenge
Dr. Jack Mintz O.C. President’s Fellow Univ. of Calgary School of Public Policy

After decades of calm, the issue of competitiveness is front and centre for Canada.  Dr. Jack Mintz pulls no punches:  we now tax large corporate investments by about 10% more compared to the U.S. Our personal income and sales taxes are higher. And we’re increasing levies on energy, which was already being taxed higher than in the U.S. In fact, small- and medium-sized business owners in the U.S. will be paying lower taxes than ours by a wide margin.   We aren’t just about to lose a whole lot of business. Our governments can expect revenues to take a long slide. To exercise your best interest duties, your deeper knowledge about the tax and trade reforms emerging in North America will serve you well.  Is there a light at the end of the tunnel?  Absolutely, however, the cautious risk manager will likely when the footrace over the foreseeable future.  Find out why.

9:30 - 10:15 AM

 

CANADA AFTER NAFTA:  Global Portfolio Management

Check back often as we provide more information on this speaker and topic

10:15 - 10:45 AM
Grand Place

 

MIMOSA BREAK

Test Your Financial Trivia Skills for a chance to win Great Prizes

10:45 - 11:30 AM
Palais

CYBERSECURITY AND PRIVACY: Striking the Balance
Michael Geist, Canada Research Chair in Internet and E-commerce Law University of Ottawa

In this session, Dr. Geist will discuss law, technology and privacy. . . currently we are focused on what political parties and businesses are doing on the internet and how things we often do can have great impact unbeknownst to us. The pace of change happens every day and we need to understand how policies are developed to ensure organizations are secure from cyber attacks and copyright infringements. It is often difficult to balance these potential implications with access to data. There are enormous opportunities for business, but there are privacy and security risks that must be managed and policies that need development.

11:30 - 12:15 PM
Palais

LEADERSHIP REQUIRED: Dealing with Diversity and Inclusion in Your Workplace
Caroline Ouellette

Trust is earned with knowledge first, deep and broad experience, second.  The creation of trust is a challenge and helping your clients know you have their best interests at heart, consistently and over time, will help. 
But this is a time of great change, when the increasing diversity in society is colliding with great technological and demographic change.  Learn to bring out the best in yourself as a leader who may be called upon to embrace new values and viewpoints.

The answer lies in your team’s readiness to meet new demands and it all boils down to this:  the patience to choose and mentor the right people.   Top coaches choose the people who are best for team.  Learn how to do that from an Olympic Gold Medalist and coach of Canada’s next Olympians.

1:00 - 2:30 PM

FRANKLIN TEMPLETON LUNCH AND LEARN: Understanding Hedge Funds
Sophie Orru VP, Regional Sales in Québec City and Eastern Quebec

Amid growing concerns about market volatility, more advisors are considering hedge strategies to provide additional diversification and reduce risk exposure in their clients’ portfolios.  Against a backdrop of rising volatility, find out how you can provide clients with a “smoother ride” while showcasing the value of your advice?    In this session, you will learn about hedge strategies, their features/benefits, and how you can implement them in clients’ portfolios.

3:00 - 5:00 PM

 

WALKING TOUR: OLD QUEBEC

Go way back to the early 1600’s. You won’t want to miss this historic walking tour of Quebec City! This is the best way to really appreciate the French culture and the origins of our Canadian history. The tour will include highlights of the old city including:
• The Citadelle Walls and Fortifications
• The Parliament and Terrasse Dufferin
• Plaines d’Abraham and Panoramic stairs
• Place-Royale and Petit-Champlain


Sponsored by:

Cost: Complimentary
Sign up by October 31st
Maximum 20 people per day
Good walking shoes required

7:00 - 10:00 PM
Meet in Lobby

OPTIONAL DINNER -LA BÛCHE

If you didn’t sign up for the Mission Hills Winery Dinner and would still like to go out for dinner with other DAC Attendees, sign up for the Dinner at BNA – a great local brewpub located within walking distance of the Delta.

 

DAC DAY 3 - TUESDAY NOVEMBER 13
THEME: THE CHANGING FACE OF ADVICE

7:00 - 7:45 AM
Kent

 

BUFFET BREAKFAST
Start your day with a delicious hot Breakfast buffet.
For attendees and paid guests

Brought to you by:

7:45 - 8:00 AM
Palais

OPENING REMARKS
Dean Cockell, MFA Manager, Portfolio Strategies

Join “the man with a practical straight forward approach to financial planning” Dean Cockell for his insights and recap of Day 2 along with his remarks on what we have in store for Day 3.

8:00 - 8:45 AM
Palais

 

INNOVATIVE GLOBAL INVESTMENT STRATEGIES

Check back often as we provide more information on this speaker and topic

8:45 - 9:30 AM
Palais

THE INTERSECTION OF ETHICS, COMPLIANCE AND TECHNOLOGY: The Evolving Nature of Advice  
Susan Allemang IFB

Everyone is trying to manage the tension between a sales environment and the giving of professional advice.  Is it a conflict that can be resolved?  Transparency and disclosure will come into play to help.  So, will technology.  Find out more about how your practice can adapt to your professional responsibilities to your clients.

9:30 - 10:15 AM
Palais

INVESTMENT STRATEGIES FOR DUAL TAXPAYERS
Kim G C Moody FCA, TEP,  Director, Canadian Tax Advisory Registered Trust and Estate Practitioner
Moodys Gartner Tax Law LLP.

Check back often as we provide more information on this speaker and topic

10:15 - 10:45 AM

 

MIMOSA BREAK

Test Your Financial Trivia Skills for a chance to win Great Prizes

10:45 - 11:30 AM
Palais

UNDERSTANDING IMMIGRANTS: Your Role in Pointing Newcomers in the Right Direction
Shoshana Green, Green & Speigel LLP

Immigration is the pipeline to Canada’s economic success.  Our government is investing heavily into immigration programs and you need to seize on the opportunity to help newcomers get pointed in the right direction, financially speaking.

Find out from a prolific expert on immigration, how to connect with two key newcomer profiles:   the younger generations who have the greatest opportunities to build a life here: highly educated, 20-somethings and the 30-40 age bracket with serious investment/business assets or experience who need deeper, broader proper advice.  That’s where you come in.  Learn more about how to connect with them both before and after immigration.

11:30 - 12:15 PM
Palais

 

IRREFUTABLE RELATIONSHIPS: Managing Reputational Risk
Bonnie Staples and Christina Fazio Hometrust

In today’s transparent world, everything we do and say is under the microscope 24/7.  What should business leaders do when they get into trouble with communications – whether in the media, with your stakeholders at work or at home, learn the key steps to managing reputational risk so that you can turn the spotlight on to the principles and values that you want a judgmental audience to know.

1:00 - 2:30 PM

SPONSORED LUNCH AND LEARN

Check back often as we provide more information on this speaker and topic

3:00 - 5:00 PM

WALKING TOUR: OLD QUEBEC

If you missed yesterdays walking tour of the city not to worry – we know it will be so popular we are offering it a second day! See all the highlights that everyone was talking about at breakfast for yourself.
Meet in the Hilton Lobby


Sponsored by:


Cost: Complimentary
Sign up by October 31st
Maximum 20 people per day
Good walking shoes required

6:00 - 7:00 PM
Palais

MFA/DFA-SPECIALIST CHAMPAGNE RECEPTION

By Invitation Only
This champagne reception honors the achievement of MFA™ & DFA-Tax and Bookkeeping Specialist Designations™.  Both grads and under-grads of these prestigious programs are invited to come and applaud about their peers’ achievements, share stories and hear what’s coming up for them at Knowledge Bureau.

5:00 - 6:00 PM
Boucherie Room

SPARKLE AND SHINE GALA DINNER

Join us for a rousing rendition of Happy Birthday as Knowledge Bureau celebrates 15 years! Come dressed in style, wear your best Sparkles and Tails (or dark suit) as we celebrate 15 years with our best party ever. Hosted by your Masters of Ceremonies Dean Cockell and Mick Kelly, there will be a magnificent 3 course meal to celebrate, with a glass of sparkly to toast our special occasion. Stay on to dance the night away to the tunes of one of Quebec City’s hottest bands! It’s your night to eat, drink and celebrate with your peers and new friends.

 

DAC DAY 4 - WEDNESDAY NOVEMBER 14
THEME:  CHANGING FACE OF RELATIONSHIPS

7:00 - 7:45 AM
Kent

 

BUFFET BREAKFAST
Start your day with a delicious hot Breakfast buffet.
For attendees and paid guests

Brought to you by:

7:45 - 8:00 AM
Palais

 
OPENING REMARKS

Long time DAC Supporter Mick Kelly will begin the day with some thoughts on Day 3. Mick has been both an attendee, sponsor and Master of Ceremonies at DAC and he will be sure to put his own “spin” on the last day of the conference.

8:00 - 8:45 AM
Palais

INVESTING IN A GLOBAL TAX ENVIRONMENT 

Check back often as we provide more information on this speaker and topic

8:45 - 9:15 AM
Palais

CLOSING THE POVERTY GAP: The CLB and CESG
Pierre Labbee, Manager, Canada Education Savings Program
Employment and Social Development Canada

Behavioral Change is what we need to break the poverty cycle in Canada. Small children who grow up with the expectation and aspiration of higher education in fact will do so.  Parents who open an RESP will be much more excited about the prospect of their children’s future and the Canada Learning Bond can really help to bring that home to low income families.

9:15 - 10:00 AM
Palais

ADDRESSING ELDER ABUSE

Check back often as we provide more information on this speaker and topic

10:00 - 10:30 AM
Palais

PANEL: Young Advisors Working with Older Clients

Check back often as we provide more information on this speaker and topic

10:30 - 11:00 AM
Grand Place

MIMOSA BREAK

Test Your Financial Trivia Skills for a chance to win Great Prizes

11:00 - 11:45 AM
Palais

CHANGING ROLE OF INSURANCE IN WEALTH PLANNING 
Helene Chatelaine, Chief Underwriter, ivari

Mortality trends and the underwriting industry are turning a corner. Change is all around us, from the rapid developments in technology, rising customer expectations and emergence of data analytics. Within the insurance industry which has experienced decades of slow to no growth, the drivers of mortality and risk have changed in the past 20 years.  Individually each of these elements has required us to consider the impact and the compelling urgent modifications necessary to keep pace with the rest of the world. While underwriting is being pushed to do more with less.  Find out what ivari’s vision is towards these industry disruptions and what this means to the advisor and the work they will do with clients.

11:45 - 12:30 PM
Palais

COLLABORATING WITH IMPACT: Providing Invaluable Advice

Check back often as we provide more information on this speaker and topic

12:30 - 12:40 PM
Palais

CLOSING REMARKS AND PRIZES
Evelyn Jacks  MFA, DFA-Tax Services Specialist, Founder and President of Knowledge Bureau

Reflection, Prizes and closing comments from one of Canada’s Leading Tax and Wealth Educators, Evelyn Jacks.

1:00 - 5:30 PM
Meet at Lobby

LUNCH AND SIBERIA SPA

It’s time to relax and rejuvenate after 3 days of focusing on you and your business.
Located just 15 minutes drive from the Hilton, the Siberian Station Spa offers rest and complete relaxation, on the most beautiful site, surrounded by trees and wildlife. Warm up in a Turkish steam bath and cool down in the river or simply enjoy the outdoor Jacuzzi heated all year round!

Cost: TBC
Register by October 31st