Day 3 - Agenda DAC 2018

SUNDAY NOVEMBER 13, 2018

 

TUESDAY NOVEMBER 13, 2018 THE CHANGING FACE OF ADVICE

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7:15 – 7:45 AM

Buffet Breakfast

Start your day with a delicious hot Breakfast buffet.

For attendees and paid guests

7:45 – 8:00 AM

OPENING REMARKS

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.

8:00 – 8:45 AM CYBERSECURITY AND PRIVACY:

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8:45—9:30 AM

ETHICS AND REGULATIONS: Positive Outcomes with Best Interest Duties

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9:30—10:15 AM INVESTMENT STRATEGIES FOR DUAL TAXPAYERS

Are your clients getting nailed on U.S. taxes on unrealized gains in Canadian mutual funds?  Are they forced to sell off their assets to fund tax liabilities they did not know about, only to position themselves to incur a bigger tax hit this year?  In a global economy, advisors must know their clients very well – starting with where all their assets are and whether there are any Americans in the family – to properly examine potential U.S. tax exposure.  Find out more in this important session.

10:15 – 10:45 AM

MIMOSA BREAK

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

10:45—11:30 PM CANADA’S GREATEST OPPORTUNITY: Understanding Immigration Rules

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11:30—12:15 PM

THE SUBJECT MATTER EXPERT: How to Manage Reputational Risk and Win

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

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6:00 -7:00 PM

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.

7:00 -10:00 PM SPARKLE AND SHINE GALA DINNER

Join us as we celebrate our 15th Birthday Bash in style! Come dressed in Sparkles and Tails (or dark suit) as we celebrate 15 years with our best party ever!