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All items tagged with: Delegates

High Standards: Take-Aways from the Advanced Tax Update

Posted: January 29, 2019
Posted in: Strategic Thinking , CE summits, Delegates in the News, 2019 tax changes, advanced tax workshop, tax update, testimonials

It’s been a complex year of significant tax change, and our six-city CE Summit Workshop tour gave many tax and financial advisors a comprehensive refresher to prepare for the upcoming tax season.  If you missed it, the 355-page Knowledge Journal can still be purchased. Here’s what our delegates liked best about this sold out event:

CE Summit Delegates in the News: Ruth Horst

Posted: January 08, 2019
Posted in: Breaking News, Finance Canada News, Strategic Thinking , CE summits, tax workshops, income tax filing, advanced personal tax update, Delegates, Delegates in the News, Liberty Tax, Ruth Horst

Ruth Horst from Hamilton, Ontario specializes in personal income tax filing and, as the early-bird registration deadline for this year’s CE Summit personal income tax update draws near, she shares how these workshops have provided important benefits to her role.

DAC Delegates in the News: Chenine Humphrey, DFA – Bookkeeping Services Specialist

Posted: December 19, 2018 By :
Posted in: Strategic Thinking , DAC, distinguished advisor conference, Graduates in the news, grads in the news, DAC 2019, DAC testimonials, DAC in Puerto Vallarta, Delegates in the News, Chenine Humphrey

Chenine Humphrey attended the Distinguished Advisor Conference (DAC) for the third consecutive year and shares her enthusiasm for the experience: “There just simply are no bad speakers at DAC. I literally sat riveted at the edge of my seat, gleaning a wealth of information and knowledge throughout the conference!”

DAC Delegates in the News -  Rosanna Sternat

Posted: December 11, 2018
Posted in: Strategic Thinking , DAC, distinguished advisor conference, DAC 2018, grads in the news, DAC 2019, DAC in Puerto Vallarta, Rosanna Sternat, Delegates in the News

Rosanna Sternat has attended the Distinguished Advisor Conference (DAC) for six consecutive years, and was most inspired by Knowledge Bureau’s first annual Business Builder Retreat. She shares how the educational experience has benefited her public accounting practice in Selkirk, Manitoba.

DAC in Puerto Vallarta 2019: Take Advantage of Instalment Plan!

Posted: November 27, 2018
Posted in: Strategic Thinking , Evelyn Jacks, distinguished advisor conference, Michael Geist, DAC speakers, grads in the news, Jack Mintz, DAC 2019, Delegates, DFA - Tax Services Specialist, DAC testimonials, DAC sessions, DAC in Puerto Vallarta

Make a great decision to experience education differently in 2019 – and earn 15 CE Credits. Register early for next year’s Distinguished Advisor Conference (DAC) in Puerto Vallarta, Mexico. Access to an easy pay instalment plan ends November 30.

Delegates Rave About the Business Builder Retreat

Posted: November 12, 2018
Posted in: Strategic Thinking , DAC, Puerto Vallarta, financial conferences, Graduates in the news, grads in the news, Delegates

The first Business Builder Retreat hosted by Knowledge Bureau was a resounding success, according to attendees intent on rejuvenation and leadership skill development at this exclusive Distinguished Advisor Conference (DAC) event.