Connect, Contribute and Collaborate with the Society of Distinugished Designates at the Manitoba Club

As technology, regulation, and client expectations rapidly evolve, the role of the distinguished advisor is changing too. AI agents, CRA digitization, and increasingly complex client needs are reshaping the future of tax, accounting, and wealth advisory services. Join fellow professionals and leaders for an interactive discussion on how to evolve your practice beyond transactional work into deeper, year-round inter-advisory relationships that deliver greater value to clients and stronger opportunities for growth.

YOU ARE INVITED!

Connect, Contribute and Collaborate! 

REGISTER HERE

Date & Location: May 13th at the Manitoba Club, 194 Broadway

4:00pm – 6:00pm

Dress code: Business

You may also register a team member or prospective designate. We look forward to having you join us!

Theme: The Distinguished Practice Evolves: KYC, CRA, and Ai Agents

The opportunity to evolve your practice to provide deeper, year-round inter-advisory advice, is now, because your clients’ needs are not transactional: they are life-event driven. Your value proposition can soar, if you can focus on managing disruption in the lives of your clients. What’s that worth? Who are the winners and losers as the Distinguished Practice Evolves? 

Let’s talk!

• 4:00 Connect: Networking Over Wine and Cheese
• 4:30 Collaborate: A Leadership Discussion with Distinguished Designates

           MC - Doug Buss, RWM Leads the CE Compliance Topic:

           The Distinguished Practice Evolves: KYC, CRA and AI AGENTS

• 5:30 Contribute: Your Advice Please
  • Thank You to the Pioneers: The RWM Society Board
  • Advice Topic: What are the New CE Needs for Inter-advisory Excellence:

                      in Professional Development – CE for Individual and Team Members

                      in Business Building – Education with Transformation in Mind

• 6:00 Close and Camaraderie: Option for continued chats, at a local restaurant.

NEXT EVENTS: Register here

• Toronto, August 12
• Victoria, November 21
• PV, Mexico, February 12

1. Event Attendance Fee: $295 less VIP Affinity Reduction ($200 for designates and $100 for Grads). Net event fee will be credited to other KB programs you wish to take until June 30, 2027. 
2. Earn I CE Credit from KB, Ins. Council, CPA, FP Canada
3. Complimentary Society Membership with Attestation to your Standards of Conduct before or at the event (until June 30).