Virtual DAC Acuity 2020

October 28-30

The Only Professional Development Conference
for Financial, Tax, and Bookkeeping

Theme: Bold Thinking, Bright Insights

More than 20 incredible speakers, stellar professional development, and highly entertaining networking.

The Pre-Accredited Education

Take the VIP Live Event: for personal interaction with over 20 fantastic thought leaders,sponsors and a national audience of peers over three incredible days (9-2 CT).

Or Take the Pre-Recorded DAC Bootcamp: 2 hours a day, November 1 to 14.

Everything is included:

  • The DAC Acuity Online Course
  • The Powerful Presentations
  • The Virtual DAC Acuity Facebook Group Discussions
  • Accreditation: earn up to 30 CE Credits
  • Beautiful certification for your social media presence as well as your office.

Your DAC-in-a-Box Net-U-Tainment Kit:

  • The Welcome and Graduate Receptions: champagne included
  • The Mocha Magic and Mimosa Breaks
  • The Virtual Niagara Wine Tour by Helicopter: wine and snacks included
  • The Virtual Cooking School: a fun, national and competitive event!
  • And of course. . . the Goat Yoga (sorry, the goat is not included)

2020 Partners

Testimonials

Why Delegates Came to DAC 2019: the Compelling Reasons to Join Us at Acuity 2020!

The Great Value.

Tammie Gilbert – “Excellent topics and speakers. I’d recommend DAC: great value and learning opportunity.”

The Innovative Knowledge.

Shirley Anne French – “Knowledge is key. All the speakers are very experienced and knowledgeable. When you come to DAC, you will always find a new and innovative way to help your clients.”

The Networking with Other Thought Leaders.

Diane Elliott – “Diversity of info provided by speakers all referring to one main theme. Tons of information to round out my financial knowledge base. Great networking possibilities.”

The Quality of The Content

Margaret Hodgson – “Lots of ideas to think about. I always recommend DAC. I don’t attend because of the location – I attend for the content.”

Fresh New Ideas.

Chenine Humphrey – “I’m always looking for fresh new ideas to apply to both my clients and my personal options. I’m always encouraging others to attend DAC.”

Tools to Offer More Value To Clients.

Steven Furtado – “I learned a lot of beneficial tools like PPP that help corporate clients. DAC has equipped me to better serve my clients and prospects.”

2020 New Advisor Award

The winner receives a scholarship to attend the 2020 Virtual Distinguished Advisor Conference. Winners will have the opportunity to be featured in an awards ceremony and to participate in a virtual segment offering thought leadership on the future of their industry. They’ll also be recognized in national media opportunities with Investment Executive and Knowledge Bureau.

Agenda

Wednesday, October 28

​KEEN THOUGHTS AND BOLD THINKING IN THE FINANCIAL SERVICES

9:00-9:30 AM

VIRTUAL DAC ACUITY WELCOME

Grab your coffee, log in and join us for a trip down DAC Memory Lane Sponsored by Moody’s.


9:30-9:45 AM

MASTER OF CEREMONIES OPENING REMARKS

Steven Furtado, Mandeville Private Client, Inc. 2019 Knowledge Bureau Young Advisor Award Recipient


9:45- 10:25 AM

OPENING ADDRESS: ACUITY - Soaring Higher, With Keen Thought

Evelyn Jacks, MFA™, DFA-TSS, RWM™
President, Knowledge Bureau


10:25-11:05 AM

THE NEW START: The Economic Road Ahead

Joe Oliver, Chairman, Echelon Wealth Partners, Former Minister of Finance of Canada



11:05 – 11:45 AM

BEHAVIOURAL FINANCE IN RISK MANAGEMENT

Mark Taucar, Portfolio Manager,
Accilent Capital Management Inc.


11:45-11:55 AM

CHAIR YOGA FEATURING MOCHA MAGIC SHOTS




11:55-12:35 PM

TRENDS IN TAX AND WEALTH MANAGEMENT

Chat with Melissa Shin, Editorial Director of Advisors Edge and Rudy Mezzetta, Sr. Reporter, Investment Executive




12:35-1:20 PM

DAC ACUITY INSPIRATION CEREMONY HONOURING THE 2020 NEW
ADVISOR AWARD WINNER

Join designates, graduates, speakers and partners and all the delegates of DAC Acuity 2020 “Must-Attend” social event to welcome you to DAC Acuity 2020. Meet and Congratulate the 2020 Young Advisor Award Winner and hear from our Inspirational Keynote:

Tony Mahabir, MBA, CMC, RRC, CIM, CFP,
CEO, CANFIN Financial Group


1:20-2:00 PM

NEW ADVISOR PRESENTATION AND PANEL DISCUSSION: Building Your Business in a Virtual World


Thursday, October 29th

BOLD THINKING

​9:00 - 9:30 AM

EYE OPENER DAC ACUITY CONTEST

Audience: Rate your sponsors in the first ever DAC Acuity Contest. Expect immediate implementable business tips, charm, wit and competitive surprises to earn your vote while you fuel up on DAC Power Food.

Sponsors: pick up the challenge to wow the audience with your BOLD THINKING and BRIGHT INSIGHTS and leave them with at least one priceless “gold nugget” to use in their practice.


9:30 - 9:45 AM

MASTER OF CEREMONIES OPENING REMARKS AND WELCOME

Keeley Simpson, BMO Nesbitt Burns, 2015 DAC Young Advisor Award Recipient


9:45 - 10:25 AM

YEAR END TAX PLANNING CASE STUDIES: FOCUS ON HNW CLIENTS

Dr. Dean Smith, PHD, CFP, TEP, CPA, CA
President, Cadesky U.S. Tax Ltd.


​10:25 - 11:05 AM

MANAGING POST-PANDEMIC DEBT: Deferral Does Not Mean Forgiveness

Patrick Gill, Regional Vice President of Central and Atlantic Canada


​11:05 - 11:45 AM

THE BURDEN OF WEALTH: Estate Planning with Trusts




​11:45 - 11:55 AM

TASTE OF NIAGARA BREAK: A Virtual Helicopter Tour

Enjoy your Niagara snacks as we take you over World Famous Niagara Falls.


​11:55 - 12:35 PM

NEW RETIREMENT PLANNING TRENDS: Use of Life Insurance in a Retirement Strategy

DR. MICHAEL FINKE, Ph.D., CFP®, Professor and Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services


​12:35 - 1:15 PM

CEO CORNER. BOLD THINKING: Getting Wealth Management Right in a Post Pandemic World




​1:15 - 2:15 PM

WINE TASTING VIRTUAL COOKING CLASS

Let’s celebrate 2 outstanding days of learning with a wine tasting and Virtual Cooking Class.


Friday, October 30th

​BRIGHT INSIGHTS

9:00 - 9:30 AM

GRADUATION CELEBRATION AND INSPIRATIONAL COMMENCEMENT

Dr. Dean Smith, PHD, CFP, TEP, CPA, CA
President, Cadesky U.S. Tax Ltd.

Join us as we celebrate past graduates and designates. Raise a toast to recognize their significant achievements and those of their peers.

HOST OF THE GRADUATE CELEBRATION: CADESKY TAX


​9:30 - 9:45 AM

MASTER OF CEREMONIES OPENING REMARKS

With Darren Ryan, B.Sc., MBA, CFP®, CLU, Financial Advisor Ryco Financial, 2016 DAC Young Advisor Award Recipient


​9:45 - 10:25 AM

BEST PRACTICES: Audit Defence in a Digital World

Kim Moody, FCA, TEP, Director, Canadian Tax Advisory,
Moodys Tax Law LLP


​10:25 - 11:05 AM

MARKETING YOUR VIRTUAL ADVISORY PRACTICE

Speaker TBA


​11:05 - 11:15

VIRTUAL GOAT YOGA AND MIMOSAS




11:15 - 11:55 AM

MANAGING THE ELEPHANT IN THE ROOM: Addressing Mental Health for High Performance




11:​55 AM - 12:35 PM

TAKING THE FINANCIAL REINS: It’s Back to Financial Basics


​11:55 - 12:35 PM

MARKETING YOUR VIRTUAL PRACTICE WITH SOCIAL MEDIA


12:35 - 1:15 PM

CLOSING KEYNOTE: Your Positive Pivot into 2021


Join leading financial professionals and industry thought leaders from across Canada for the 17th Annual Distinguished Advisor Conference. Make Virtual DAC Acuity 2020 your “conference of choice” this year.