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All items tagged with: financial conferences

Let’s Collaborate: Get in on the DAC 2018 Agenda

Posted: January 23, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , DAC, Financial Advisor, knowledge bureau, Evelyn Jacks, distinguished advisor conference, tax courses, tax advisor, tax deductions, online courses, financial conferences, Canadian conferences, online education, charitable deductions, philanthropy, Quebec conferences

Knowledge Bureau’s annual Distinguished Advisor Conference (DAC) will be taking place in beautiful Quebec City from November 11-14, 2018. The theme is “Changing the Face of Community – Collaboration with Impact.” We would love to hear what this means to you, and what you’d like to see in our compelling sessions at this pre-eminent educational event.

Mark Your Calendars: Post-Budget Analysis for Canada and the U.S.

Posted: January 23, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , CRA, knowledge bureau, Canada Revenue Agency, Evelyn Jacks, tax courses, tax education, tax reform, online courses, financial conferences, Canadian conferences, tax workshops, cross-border taxation, US tax, Dean Smith

Knowledge Bureau is pleased to announce that its next professional development days - the CE Summits -  will held May 29 to June 6 in Winnipeg, Calgary, Vancouver, and Toronto. Featuring special guest Dean Smith of Cadesky Tax, who will join Evelyn Jacks to discuss post-budget tax reforms in Canada and the U.S.

Frenzied Taxpayers; Calm & Professional Responses

Posted: January 16, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , tax preparation, CRA, knowledge bureau, Evelyn Jacks, income tax, tax courses, tax advisor, financial conferences, financial workshops, Knowledge Journal

It’s not too late: a few spots are left for the January Advanced Tax Update. This  CE Summit is Canada’s best and most comprehensive personal tax update seminar and it comes with significant resources to make tax season easier for you.

RSVP Now for DAC 2018 in Quebec City: The Focus Is on Diversity

Posted: November 21, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , Financial Literacy, DAC, knowledge bureau, Evelyn Jacks, distinguished advisor conference, tax courses, tax changes, financial education, thought leadership, advisor conferences, financial conferences, Canadian conferences, collaboration

Next year’s Distinguished Advisor Conference (being held in Quebec City, Nov. 11-14, 2018) will explore how the work of tax and financial advisors fits into a changing demographic landscape under the theme “The Changing Face of Community: Collaboration with Impact.” Registrations for delegates and speaker sponsors are now open, and we are asking for your input on the topics you’d like to explore more closely at the event.

Please Help Us Thank Our DAC 2017 Sponsors

Posted: November 14, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , DAC, knowledge bureau, Evelyn Jacks, distinguished advisor conference, tax courses, ce credits, master financial advisor, distinguished financial advisor, financial education, tax preparers, tax professionals, Manulife, financial conferences, Franklin Templeton Investments, AGF, advisors

Last week, the 14th Distinguished Advisor Conference (DAC) took place in beautiful Kelowna. Please help us thank and acknowledge the incredible sponsors that helped bring this event to fruition, and the many Knowledge Bureau graduates who have offered their ongoing support - check out all the incredible speakers, networking and fun in the photo gallery!

BEST DAC EVER:  The Advisor’s Role at the Crossroads of Change

Posted: November 07, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , DAC, Financial Advisor, knowledge bureau, Evelyn Jacks, distinguished advisor conference, financial conferences, Canadian conferences

The Distinguished Advisor Conference was an outstanding success with all of the speakers delivering thought leadership with passion and conviction to the theme:  Financial Advice at the Crossroads of Change.