Knowledge Bureau Conferences



Knowledge Bureau Conferences

Refresh. Energize. Reflect. Inspire. Prioritize. Strategize. Grow. Connect.


DAC | Distinguished Advisor Conference

November 10-13. Puerto Vallarta, Mexico

THEME: Powerful Competition - The Secret to Economic Resilience

Join a global network of leaders in the financial services.

“There was a great variety of education, fun and networking. I appreciated that the sessions and information not geared to my profession were presented in a way that’s still useful and informative. Even in my first attendance of DAC, I felt like part of the family and that everyone there was invested in my success.” - Catherine Dabels

Register Online PDF Registration Detailed PDF Agenda

 Partnership Package


Held annually in popular client vacation destinations, DAC is the must-attend event for industry advisors. The conference creates outstanding networking opportunities and an experiential learning environment facilitated by leaders in the tax and financial services industry.




BBR | Business Builder Retreat

June 19-20: Winnipeg, Manitoba - November 9-10: Puerto Vallarta, Mexico

Share stories and experiences together with great professional development.

For independent business owners.

“It’s unusual to get to share challenges and successes with other business leaders, and that’s what I liked most about this networking opportunity. It was helpful to hear that setting boundaries is important as a business owner; that it’s okay to be selective with clients as they won’t all fit into your business; and to know what’s really important and place focus on balance. Delegation is important to give you the time to focus on the parts of the business you’re really passionate about. ” - Tina Carthigaser

Register Online PDF Registration PDF Agenda  Partnership Package


Designed especially for entrepreneurial leaders, this very unique experience focuses on the special skills required to meet responsible challenges of business life in an era of great disruption, while at the same time striving for balance and good health as an individual. It is an educational event suitable for business leaders, owner-managers and executives in any industry.