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DAC Acuity 2021

Virtual Conference

October 17-19

Re-Discovery: From Fragility to Stability

The Only Professional Development Conference for Tax, Bookkeeping and Professionals

Join us for critical content focused on today’s essential financial topics, and some of the best networking opportunities out there!

Be on the Cutting Edge With:

  • Updates, strategies and governmental regulations that affect your clients
  • Year-end tax tips, implementation techniques and suggestions
  • The latest information on the Growth Insights for the next decade
  • The latest techniques for effective personal, corporate, and trust taxation,as well as retirement and estate planning, asset protection and more
  • How to network with other professionals to expose your client base to a true Real Wealth Management approach

You Can Become a Partner, Too!

Tuition Fees

Until April 15 - pay only $995 (plus taxes)

Early-bird tuition fees for new students April 16 - June 30: $1,395.

Act now to take advantage of these tax-deductible tuition fees for this three-day event with everything included:

  • Pre-approved CE/CPD Accreditation (up to 30 CE/CPD credits, pre-approved with Advocis, IIROC, Insurance Councils and Knowledge Bureau)
  • Educational sessions Comprehensive online Knowledge Journals, pre-learning and polling
  • Outstanding and fun virtual networking events: 3 Welcome Receptions, Grad Ceremony, Night at the Improv, Denim and Diamonds Gala, Martini-Vent, and various foodie extravaganzas are the highlights
  • DAC-in-the-Box - the goodies you need to fully engage: all delivered to your door! Includes wine, food and lots of other treats.

Check out the Team Member rates, too: $495 per person plus taxes (accreditation and DAC-in-the-Box not included)

Don’t Miss the Action!

It all starts early on June 15. Login to your Knowledge Bureau Virtual DAC Campus to begin your Strategic Re-Discovery Journey.

Set up your profile, meet sponsors, read speaker biographies and profiles along with new content to be posted weekly.

Take part in the contests to earn prizes.

Agenda

Sunday, October 17

LET’S CONNECT

5:30 - 6:00 PM

FIRST TIMER’S
RECEPTION

Open to first time attendees, let’s breakout and get to know each other in an informal setting. There will be brain teasers and games and lots of prizes to be won.


5:30 - 6:00 PM

WELCOME BACK…
DAC ALUMNI!

Been to DAC before? Let’s swap stories about favourite memories. Make sure to post pictures to the Wall for a chance to win great prizes.


6:00-7:00 PM

KNOWLEDGE BUREAU GRADUATE
RECOGNITION CELEBRATION

Join us as we celebrate this years’ graduating class of designates, hosted by Dr. Dean Smith, President, Cadesky Tax and Evelyn Jacks, President, Knowledge Bureau.


7:00-8:00 PM

VIRTUAL IMPROV
LOUNGE

Join designates, graduates, speakers and partners for an evening of virtual improv starring you and your DAC Colleagues. Be prepared to laugh, you never know where the story will go with improv! Open to all registrants, speakers and sponsors.


Monday, October 18

THEME: RECOVERY

8:30-8:45 AM

MASTER OF CEREMONIES
OPENING REMARKS AND WELCOME


Frank Ryan

We look forward to welcoming you to DAC Acuity 2021, beginning with opening remarks from the 2020 New Advisor Award Winner Frank Ryan.


8:45-9:30 AM

OPENING KEYNOTE PRACTICE MANAGEMENT:
THE GREATEST RECOVERY ON EARTH


Evelyn Jacks


(1 CE)


9:30-10:10 AM

INVESTMENT PLANNING TAX REFORMS
IN A NEW ECONOMY


Dr. Jack Mintz

We have come through the worst global economic crisis since WW2. What will the Great Reset bring to the future in Canada? What is the impact on Canadians and their wealth? How will it affect jobs, taxes and wealth building?

(1 CE)


10:10 -11:00 AM

ESTATE PLANNING INTERGENERATIONAL
WEALTH PLANNING WITH TRUSTS

Christine Van Cauwenberghie

Is there a more significant role that trusts can play in intergenerational wealth planning? If so, what are the appropriate considerations that advisors should keep in mind when recommending them? How can advisors be proactive in suggesting trusts as a means of either saving tax or providing for a controlled distribution of an estate? Learn from a best-selling author of Wealth Planning Strategies for Canadians.

(1 CE)


11:00 - 11:10 AM

MIMOSA BREAK
AND STRETCH




11:10 -11:50 AM

CROSS-BORDER TAX PLANNING GLOBAL FAMILIES: BEWARE THE MULTI-MILLION DOLLAR TAX TRAPS

Dr. Dean Smith

What does the great wealth transfer look like post-pandemic and after tax? There are significant tax traps to be aware of here in Canada, for Canadians with children in the U.S. and abroad. Find out more about managing tax risk when high net worth clients, and business owners in particular, plan succession.

(1 CE)


11:50 – 12:00

STRETCH BREAK
LUNCH & LEARN SESSIONS




12:00 -12:45 PM

KNOW YOUR PRODUCT
RESPONSIBLE AND SUSTAINABLE INVESTMENT STRATEGIES

Manmeet Bhatia, Franklin Templeton

Responsible investing is about analyzing the environmental, social and governance (ESG) issues within investments that have the potential to deliver sustainable returns. Advisors who make it their business to know, will find new client relationship opportunities. Find out why in this session.


12:45 – 1:30 PM

BUILD YOUR BUSINESS DIGITAL DISRUPTION:
Social Media Strategies for Leaders

Darrell Keezer

In this fast-paced session, learn how successful new brands connect with their customers so that you too can be the leading digital disruptor in your circle of influence. Find out more about social media strategies that bring in revenue results from the best-selling author of Pick Up the Freaking Phone, who will share his top tips and strategies for building and maintaining a modern company poised to succeed in the new economy.


4:00-4:45 PM

COCKTAIL RECEPTION:
THE MARTINI-VENT


5:00-7:00 PM

THE FUTURE IS BRIGHT:
DIAMONDS AND DENIM AWARDS GALA

Tony Mahabir
Chairman & CEO, CANFIN Financial Group

A special celebration of joy as we wave hello to a new post-COVID world!

KEYNOTE: WINNING ADVISORS: Grit, Determination and Exhilaration

PLUS: PERSPECTIVES FROM OUR NEW ADVISOR AWARD WINNER BONUS: WIN A TROPHY FOR THE BEST COSTUME AND CHUCKLES Win Your Trophy And Receive A Gift For Wearing Your Best Blig And Jeans. . .And For The Extroverts In The Audience, Enter Your Act


Tuesday, October 19

THEME: STABILITY

8:15 - 8:45 AM

TECHNOLOGY & TRANSFORMATION
DIGITAL FINANCE AND ITS IMPLICATIONS

Som Sief, CEO, Purpose Investments


9:30-10:10 AM

ETHICAL PRACTICES ASK THE EXPERTS PANEL: ETHICAL DILEMMAS

Hosted By: Chris Logan
Head of Marketing Americas,
Franklin Templeton

Richard Austin, Compliance Lawyer

Plus 2 leading Real Wealth Managers

In a recent Meeting of the Minds session hosted by the Society of Real Wealth Managers and attended by over 100 top advisors, over 85% said they had been exposed to an ethical dilemma. What to do when conflicts of interest arise? Learn from an expert panel.

(1 CE)


11:00-11:10 AM

SWEET STRETCH BREAK

Check out your DAC in the Box for this mornings’ sweet treat


11:10 -11:50 AM

FINANCIAL RISK MANAGEMENT
RE-BUILDING FINANCIAL HEALTH

LORI LEE
REGIONAL DIRECTOR, KEY ACCOUNTS MANULIFE BANK


11:50 -12:20 PM

DOING GOOD: TAKING BETTER CARE OF OUR HUMAN RESOURCES


12:20 - 12:30​

STRETCH BREAK AND
TWO LUNCH & LEARN SESSIONS


​12:30 - 1:15 PM

WEALTH PLANNING
WEALTH TAXES ON THE HORIZON?



KIM MOODY




12:30 – 1:15 PM

EXECUTIVE SUITE - DARE TO DREAM BIG: WHY THE FUTURE IS BRIGHT FOR ADVISORS IN A NEW ECONOMY

JORDY CHILCOTT
Executive VP, Wealth Strategies, Wellington Altus


CONFERENCE CLOSE
WITH EVELYN JACKS,
FOUNDER AND PRESIDENT,
KNOWLEDGE BUREAU