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Virtual DAC Acuity 2020
October 28-30
The Only Professional Development Conference
for Bookkeeping, Tax, and Financial Advisors
Theme: Bold Thinking, Bright Insights
With 15 outstanding speakers, stellar professional development, and highly entertaining networking.
The Pre-Accredited Education
Take the VIP Live Event: for personal interaction with 15 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.”
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 Gartner
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, 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
12:35-1:15 PM
RWM™ ROUNDTABLE
A multi-stakeholder approach to practice management will be featured over a discussion of a true-to-life case study in wealth management.
1:15-2:00 PM
DAC ACUITY INSPIRATIONAL KEYNOTE, & INTRODUCTION OF 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
Thursday, October 29th
BOLD THINKING
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.
9:30 - 9:24 AM
MASTER OF CEREMONIES OPENING REMARKS AND WELCOME
Keeley Simpson, BMO Nesbitt Burns, 2015 DAC Young Advisor Award Recipient
9:45 - 10:25 AM
MANAGING THE ELEPHANT IN THE ROOM: Addressing Mental Health for High Performance
10:25 - 11:05 AM
THE BURDEN OF WEALTH: Estate Planning with Trusts
11:05 - 11:45 AM
MANAGING POST-PANDEMIC DEBT: Deferral Does Not Mean Forgiveness
Patrick Gill, Regional Vice President of Central and Atlantic Canada
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
GOOD MORNING GALA: Quick Conversations with our Sponsors and DAC Highlights from our attendees
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 Gartner Tax Law LLP
10:25 AM - 11:15 AM
TAKING THE FINANCIAL REINS: Back to Financial Basics
Susan Carson, CSWP, CFP, FCSI, CIM, FDS, EPC. CIBC
11:05 - 11:15
VIRTUAL GOAT YOGA AND MIMOSAS
11:15 - 11:55 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
11:55 - 12:35 PM
DAC NEW ADVISOR PANEL: Building Your Business in a Virtual World
12:35 - 1:15 PM
CLOSING KEYNOTE: Your Positive Pivot into 2021
