Registration and CE/CPD

Don’t miss out as spaces are limited for both the Business Builder Retreat and DAC!

Registration Form Agenda At A Glance Detailed Agenda     Partnership Package

 

Registrations are accepted until October 31.

 

REGISTRATION FEES

BUSINESS BUILDER RETREAT
Students enrolled in the Executive Business Builder Designation FREE
2018 DAC Attendees $495.00 plus taxes
Retreat Attendees Only $995.00 plus taxes

 

DISTINGUISHED ADVISOR CONFERENCE
Regular Tuition Until October 31st $2500 plus taxes
Spousal Plan Anytime $595 plus taxes
Tuition fees may be deductible as noted below. Prices subject to change without notice.

 

Group Registrations:  Enquire about a 10% reduction on tuition for multiple enrolments from your group.

What’s Included:  For Business Builder Retreat, tuition fees include accreditation and certification for approximately 10 CE/CPD credit hours (see below), PowerPoints (please bring your own laptop, tablet or phone for electronic viewing), Dinner, breakfast.

For DAC, tuition fees include accreditation and certification for approximately 15 CE/CPD credit hours (see below), Knowledge Journal and PowerPoints (please bring your own laptop, tablet or phone for electronic viewing), Opening reception, breakfasts, mimosa breaks, the DAC Gala Dinner and some activities as noted in Agenda.   Spousal Plan does not include CE/CPD Credits or Knowledge Journal.

Graduate Reception:  RWM™, MFA™ and DFA-Specialist™ students and grads are invited to this complimentary celebration of excellence along with their spouses during DAC.

HOW TO REGISTER AND BOOK HOTEL ROOMS

Complete your application form and book your hotel at the same time.  Then scan and email it to registrar@knowledgebureau.com. You can also call us at 1-866-953-4769 to enroll by phone or fax your registration to 204-953-4762.

CE/CPD CREDITS

The Business Builder Retreat qualifies for 10 Credit Hours with Knowledge Bureau.

The DAC is a great way to earn continuing education credits for designations and licensing requirements in the tax and financial services. DAC attendees will earn up to 15 CE/CPD. The conference will be assessed for Continuing Education credits when final content is determined and reviewed by the following accreditors, any changes will be announced at that time.

• Knowledge Bureau Designation Credits
• AIC (Alberta Insurance Council)
• ICM (Insurance Council of Manitoba)
• IIROC (CECAP) - Investment Industry Regulatory Organization of Canada
• Chambre de la sécurité financière (CSF)


TUITION FEES DEDUCTIBILITY


Employees and the Tuition Fee Amount

Employees and the Tuition Fee Amount
Attendance the Distinguished Advisor Conference™ (DAC) will qualify for the tuition amount.  Knowledge Bureau is a private, designated educational institute and our tuition fees qualify for the Tuition Fee Tax Credit if over $100.  This includes the fees for all self-study courses, and the Distinguished Advisor Conference™ (DAC).  It is an important option for the partial recovery of costs paid by employees who fund their own conference fees.   To claim the amount on your tax return, you’ll need a completed Form T2202A, which is available through the Knowledge Bureau.  Simply  Logon to the Virtual Campus and go to the Administration section for access to your Form T2202A.


Self Employed Attendees

Tuition fees for self-study courses, workshops and educational conferencing may also be tax deductible by self-employed professionals as a business expense. Your receipt for payment to Knowledge Bureau is your documentation for the expense claim. GST/HST paid is also recorded here.

Expenditures may be deductible; however, delegates should seek professional advice for their personal circumstances and to understand potential restrictions for those who are employed, or self-employed, and how to account for business vs. personal expenditures.  A maximum of two conventions per year are claimable when a business exists with a reasonable expectation of profit. Several other criteria may exist for out of country conventions. See IT-357 for more information or call 1-866-953-4769 if you need assistance.

 

REFUNDS

Refunds – Registration Fees.  Conference registration and spousal program fees are non-refundable, except in the case of severe hardship, where a 25% non-refundable cancellation fee will apply based on the registration fee the attendee qualified for at that time of registration.  In addition, there is a 30% fee to cover the cost of all pre-arranged meals, entertainment and service fees.

Refunds – Hotel.  Hotel rooms refunds may be possible until October 31, should the hotel agree to provide this; if not, a 30% hotel room cancellation fee will be applied in these cases to cover service fees incurred by DAC organizers to negotiate this.  This includes registrations of any attendees under the “complimentary room night” onsite offer.

Penalty Credits.  Any penalty or cancellation fees may be applied for full credit to any other Knowledge Bureau program for a period of one year from date of cancellation.

Payment: Knowledge Bureau will take your payment information upon receipt of the registration form, and fees will be deducted as follows:
• full registration fees upon registration
Registrations after September 15:  100% of registration and hotel room fees are payable.