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DAC Acuity 2021

October 17-19

Re-Discovery: From Fragility to Stability

The Only Professional Development Conference for Tax, Bookkeeping and Professionals

Early-bird deadline: enrol by June 30 to save $600 on tuition - you pay $1,395. Check out our team member prices, too.

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!

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.

Tuition Fees

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 (DAC-in-the-Box not included)

The Distinguished New Advisor Award

The winner receives a scholarship to attend the 2021 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.

For details and to apply:

Agenda

Sunday, October 17

LET’S CONNECT

4:30 - 5:30 PM

Society of RWM™ - Speed Networking


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.


6:00-7:15 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.


7:15 - 7:45 PM

WHY WE NEED TO DO MORE:
The Notion of Ethos
(1 Ethics Credit)

Dr. Paul Bates

Understand what leaders need to do to create a workplace which leads to complete human flourishing. This is the result of an ethos, or character of leadership which encompasses and combines the goals of the enterprise while recognizing and celebrating true personhood for employees.


7:45 - 8:00 PM

TAKE A BREAK! REFRESH YOUR DRINK, GRAB A SNACK, AND GET READY FOR IMPROV

8:00-9:00 PM

A NIGHT
AT THE IMPROV

MAKE IT UP AND WING IT!

Join designates, graduates, speakers and partners and Virtual DAC 2021 Delegates for an evening of virtual improv starring you and your provincial teams to compete in a hilarious ice-breaker! Come prepared to laugh, guess and cheer on your fellow DAC Colleagues . . .or for those of you who are shy. . .just chuckle a lot!

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
(1 CE)


Evelyn Jacks



9:30-10:10 AM

INVESTMENT PLANNING TAX REFORMS
IN A NEW ECONOMY
(1 CE)


Dr. Jack Mintz

We have come through the worst global economic crisis since WW2. Exactly where are we and where are we going when it comes to planning the economic future of Canada and by extension, the after-tax portfolios of investors? What is the impact of pandemic “supply shock” on Canadians and their wealth? Even more important, will rising inflation and interest indeed rear their heads, despite Bay Street private sector forecasts of a return to 2% standards? What costs will be involved with the energy transition? Dr. Jack Mintz answers the tough question that needs to be asked in Re-discovery mode: What if we are wrong?


10:10 -11:00 AM

ESTATE PLANNING INTERGENERATIONAL
WEALTH PLANNING WITH TRUSTS

(1CE)

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.


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
(Cross Border Tax Planning: 1 CE)

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.


11:50 – 12:30

STRETCH BREAK
LUNCH & LEARN SESSIONS



Time to pull together your lunch you received from our online delivery partner. Bon appetit!


1:00 -1:45 PM

KNOW YOUR PRODUCT
RESPONSIBLE AND SUSTAINABLE INVESTMENT STRATEGIES
(Know Your Product)


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.


1:45 – 2:30 PM

BUILD YOUR BUSINESS DIGITAL DISRUPTION:
Social Media Strategies for Leaders

(Build Your Business)

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



Consider this your warm-up for the celebrations at the Diamond and Denim Awards Gala!




5:00-7:00 PM

THE FUTURE IS BRIGHT:
DIAMONDS AND DENIM AWARDS GALA

Hosted by: Tony Mahabir
Chairman & CEO, CANFIN Financial Group

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 Bling And Jeans. . .


Tuesday, October 19

THEME: STABILITY

8:00 - 8:30

STARTING POINTS:
THE LESSONS LEARNED &
HOW TO BUILD ON THEM
(Practice Management: 1 CE)

Joe Glionna President, Newcom Media


8:45 - 9:30 AM

TECHNOLOGY & TRANSFORMATION
DIGITAL FINANCE AND ITS IMPLICATIONS
(Technology & Transformation: 1 CE)

Som Sief, CEO, Purpose Investments


9:30-10:10 AM

ETHICAL PRIVACY, SECURITY & THE SMALL BUSINESS OWNERS
(Ethical Practices: 1 CE)

Kiran Thakkar
Ast. VP & Sr Business Compliance Officer
Canada Life




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

(1 CE)

LORI LEE
REGIONAL DIRECTOR, KEY ACCOUNTS MANULIFE BANK


11:50 -12:20 PM

MANAGING MENTAL HEALTH: TAKING BETTER CARE OF OUR HUMAN RESOURCES

(1 CE)

Dr. Brian Shaw

Dr. Brian F. Shaw is one of the originators of applied cognitive-behavioural psychology for clinical practice, particularly mental health and addiction problems. He is an expert on how the mind works, how it gets de-railed and how to get it back on track. He is best known for his work in sport as the Psychologist for the Toronto Raptors, Blue Jays, and numerous pro athletes and Olympians, and director of the Substance Abuse and Behavior Health Programs for the NHL and MLS.

In this riveting session, learn how to work with your clients, staff and family members to take better care, post-pandemic.


12:20 - 12:30​

STRETCH BREAK AND
TWO LUNCH & LEARN SESSIONS




​12:30 - 1:15 PM

WEALTH TAXES ON THE HORIZON


(Wealth Planning: 1 CE)

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