DAC Acuity 2022

Niagara Falls, Ontario
October 16-18

Detailed Agenda

(Come back often as new details are released)

Sunday, October 16

5:00 - 9:00 PM
REGISTRATION

Meet and Greet With Your Knowledge Bureau Team


REGISTRATION:
Pick up course materials and your name badge at the Niagara Falls Convention Centre Foyer 6815 Stanley Avenue, Niagara Falls.

All dinners, receptions and sessions will take place at the Convention Centre.

Parking is available for $10 per day

5:30 - 6:30 PM
DESIGNATED SPECIALISTS - MEET AND GREET

Break-Outs and Networking with Your Fellow Designates: MFA-Ps, RWMs, MFAs, DFA-Tax, Accounting and Bookkeeping Specialists

7:00-9:30 PM
WELCOME RECEPTION
& GRADUATE RECOGNITION CELEBRATION


Join designates, graduates, delegates, speakers, and partners for a reception featuring canapes, sweets and a toast to graduates in this “Must-Attend” annual event to welcome you back to DAC Acuity 2022.

Open to all registrants, speakers and sponsors. Port Colborne Lounge

Dress: Cocktail Chic

  • 6:30-7:00 Cocktails and Welcome with Knowledge Bureau President Evelyn Jacks
  • 7:00-8:30 Dinner and Announcement of 2022 Designates and Graduates with Dr. Dean Smith
  • 8:30-9:00 Special Guest Speaker: Carol Willes, Director, Estate Planning, BMO Private Wealth EMBRACING YOUR HIGH STANDARDS OF PROFESSIONALISM



Monday, October 17

7:00 - 8:00 AM
WELCOME BREAKFAST
With Your Master of Ceremonies

Lewis Kent
CFP

2021 New Advisor Award Winner

Start your day with a healthy breakfast to fuel your mind and prepare you for a day of bold thinking about our theme of Velocity!

Open to all paid attendees, paid guests, speakers and partners.

8:00 - 8:45 AM
VELOCITY: The Speed of Change and Its Effects on Your Work

Evelyn Jacks
DFA-Tax Services Specialist, RWM™, MFA, MFA-P, President, Knowledge Bureau

Do you know the difference between speed and velocity? One relates to time, the other includes direction. Best-selling author and award-winning founder of Knowledge Bureau sets the stage for your new role in an era of economic spurts and sputters. Find out why moving the needle quickly towards a more stable future for your clients – and your practice - is both a critical challenge and a rare opportunity to be seized.

9:00 - 9:30 AM
ETHICAL BEHAVIOURS:
Breaking Down the Duties of Care

Tony Mahabir
CEO, CANFIN Financial

CEO of CANFIN, Tony Mahabir who will share his inspiring insights on the importance of ethics and how to do the right things in times of great change.

9:30 - 10:15 AM
THE VELOCITY OF MONEY:
Rate of Spending & Its Impact on Investors

Philip Peturrson
Chief Investment Strategist IG Wealth

Pumping money into the economy as we did during the pandemic is a sure way to create inflation. Still, bankers and governments speak about a 2% inflation rate over time. Is this realistic? What is the true rate of inflation going to look like and how will portfolios manage to account for it in their returns? How do you calculate what the damage will be in both the short term and the longer term? And, in the process, how do you preserve wealth to amplify purchasing power? The answers to these questions will be discussed in this important session.

10:15 - 10:45 AM
MIMOSA BREAK:
A Taste of Niagara

Visit with our DAC Acuity Partners to learn more about their offerings while you enjoy a warm beverage and a treat featuring the spectacular fall produce of the Niagara region.

10:45 - 11:30 AM
COMING HOME:
The Tax Quagmire for Ex-Pats

Dr. Dean Smith
PHD, CFP, TEP, CPA, CA, RWM™
President, Cadesky Tax

Understanding Taxation on Departure and Re-entry to Canada is always an important topic to tax and financial advisors. Returning to Canada as an expat can have complicated tax consequences that reach back to a client’s tax history before departure. Learn how to provide confident commentary to questions your clients may have about their children or parents returning to Canada after extended periods of non-residency.

11:30 - 12:15 PM
ESTATE PLANNING WITH GENERATION DREAD: Finding Financial Peace of Mind Through the Emotional Despair of Climate Change

Dr. Britt Wray

Advisor to the Climate Mental Health Network

Estate planning discussions are always difficult, but these days, perhaps even more so. That’s why tax and financial services providers must pay attention to new trends; notably that young people – those that need to be engaged as primary stakeholders in wealth transfers – have experienced a significant drop in hopefulness. A recent Statistics Canada study concludes that future research could be done to better understand the potential implications for policymakers. But DAC Keynote Speaker Dr. Brett Wray has done some important research of her own and has a critical, urgent message: intergenerational power and wealth will not fix the underlying malaise of these future inheritors

Dr. Britt Wray is well equipped to explain what the underlying mindset of this generation – and why this mindset matters so much in the work you do. Dr. Wray has a PhD in Science Communication from the University of Copenhagen and is a journalist, speaker, and author of two books: Generation Dread: Finding Purpose in the Climate Crisis (Knopf 2022) and Rise of the Necrofauna: The Science, Ethics and Risks of De-Extinction (Greystone Books 2017).

She has hosted and produced several science radio programs, podcasts and television programs for international broadcasters including the BBC and CBC, and is a TED speaker. A Human and Planetary Health Postdoctoral Fellow at the Stanford Center for Innovation in Global Health, Stanford Woods Institute for the Environment and London School of Hygiene & Tropical Medicine, her research focuses on the mental health impacts of climate change on ‘emerging adults’ and frontline community members, socio-emotional resilience and public engagement for improved mental wellbeing and planetary health.

12:15 -1:15 PM
TEAM BUILDING:
Lunch at the Improv


Move the needle! Join designates, graduates, speakers and partners in an incredibly effective team building lunch to come away with critical skills for your work with employees and clients: leadership, authenticity, brainstorming, listening, adaptability, empathy, creativity, and innovation.

1:15 – 2:00 PM
HEDGING RISK:

How to Manage Volatility to an Investor’s Advantage with Alternatives



2:00 – 2:45 PM
INVESTOR BEHAVIOUR:
Managing FOMO (Fear of Missing Out)


Professor Laura Cavanagh


Do your clients perceive that others are having more success, that they are missing out on something that others are benefiting from? Does the Fear of Missing Out cause people to take risks they shouldn’t take? How does that affect your practice and the advice you give? Find out more in this interesting session about this increasingly common issue which is often driven by social media.

3:00 – 3:45 PM
TRUTH AND RECONCILIATION


Integrating Canada’s most painful history into changing workplace standards only makes sense as the economy rebuilds. Find out why that matters to you and your clients.

3:45 - 4:30 PM
PANEL DISCUSSION:
The Changing Faces of Wealth


Hosted by: Christine Logan

MBA, Head of Marketing (Americas), Franklin Templeton

4:45 - 5:30 PM
DAC MARTINI-VENT


Get to know your DAC Colleagues Better with a warm welcome to DAC first timers!

7:00 - 10:00 PM
MONSTER MASH


JOIN YOUR COLLEAGUES: For a night of good food, good fun and entertainment. Prizes for the best costumes, Loot Bags and More. Dress Halloween Chic!

Ballroom C

Tuesday, October 18

7:00 - 8:00 AM
HEALTHY INSPIRATION BREAKFAST
Introduction of New Advisor Award Winner and Keynote

Fuel your mind and get inspired by the DAC 2022 New Advisor Award Winner to prepare you for a day of bright insights. Open to all paid attendees, paid guests, speakers and partners.

8:00 - 8:45 AM
HELP WANTED:
Transformative Leadership for Canada

Robert Fife
National Bureau Chief, Globe and Mail

From the experienced eyes of Canada’s National Bureau Chief for the Globe and Mail. Hear the compelling argument for transformative leadership at home and abroad. At a time when polarized views need to be soothed and Canada is positioned to take its place on the world stage and provide our rich resources and amplify the global economic recovery.

9:00 - 9:45 AM
THE SPEED OF TAX CHANGE:
What it Means for You and Your Clients

Kim Moody
FCPA, FCA, TEP
President, Moody’s Tax Law

This fast-paced session will deal with the fast pace of change and in particular tax changes. There is no shortage of very complex and pervasive changes that continue to be proposed and implemented by governments. How do you keep up-to-date to ensure your practice responds appropriately for the benefit of clients? This session will give straight-forward suggestions to help you navigate this important topic.

9:45 - 10:30 AM
ETFs THE EMERGING LANDSCAPE



10:45 - 11:30 AM
RETIREMENT & SUCCESSION PLANNING:
How to Get More Distance from Your Pension Plan

JP Laporte
CEO, INTEGRIS Pension Management Corp

11:30 - 12:00 PM
CANADIANA CARVERY


Visit with our DAC Acuity Partners to learn more about their offerings while you enjoy a Caesar or warm beverage and a Back Bacon on a Bun from the carvery.

Ballroom D

12:00 - 12:45 PM
PLANNING FOR DISABILITY:
A Multi-Advisory Case Study

Significant life transitions include planning for vulnerabilities including investment, retirement, estate, succession and cross-border issues with a tax-efficient lens. Planning before a member of the family moves from capacity to incapacity is important, yet rarely done, at the period of managing risk to capital. Learn how to solve a true-to-life case study in a multi-generational high net worth family from your Real Wealth Management Panel of specialists.

12:45 - 1:30 PM
DOING GOOD:
Why Making a Social Impact Matters to Your Next Client


Marco Pagani
President, CEO
The Ottawa Community Foundation

Doing good is a Big Idea. Consider the opportunity of Social Financing to build a Social Infrastructure Network: the collaborative investment of public, private and philanthropic funds to re-image systems and structure in a new economy. Transformational in its scope, such innovative ideas come from a former Fortune 500 company executive who now heads up the Ottawa Community Foundation. Hear more from Marco Pagani, who believes the philanthropic sector could become a new market sector leading investors to new opportunities in social innovation.

1:30 - 2:15 PM
VELOCITY & THE NEED FOR SPEED TO SUCCEED

Push Your Limits While Remaining Balanced!

In one of the greatest moments in Canadian sport, Olympic Gold Medalist in the 4x4 Relay in the 1996 Olympics, sprinter Bruni Surin, proved he knew something about the anatomy of a winning team. Recently named Canada’s Olympic chef de mission for the Paris 2024 Olympics, Bruni ran 100 meters in 9.84 seconds to achieve his ultimate goal. Find out what that was, how he did it and why mentorship, trust and communication were amongst the secrets to his success in achieving both speed and velocity!

2:15 - 2:45 PM
CLOSING COMMENTS: Sharing Knowledge

As Knowledge Bureau is set to begin its 20th year of sharing knowledge in financial education with tax accounting and financial advisors, learn how it will celebrate its success – and more importantly – where! President Evelyn Jacks will share the vision as we close DAC Acuity 2022.