Experience Education Differently at DAC!

DAC 2014 is shaping up to be the best one yet! Don’t miss the opportunity of an incomparable educational experience in the beautiful Texas Hills as you gain perspective and insight from outstanding thought leaders in the tax and wealth advisory industries.

THINK BIG: HERE'S WHY

Come to find the Sweet Spots: challenge yourself to soar higher, think bigger, and drive your future value proposition and results. If you intend to be the most knowledgeable, trustworthy, and experienced in your marketplace, don’t miss this year’s DAC!

DAC is an incomparable educational experience that provides perspective from dynamic speakers who share real-life practice management and leadership insights:

• David Christianson, Master of Ceremonies, author of Managing the Bull
• Evelyn Jacks, President, Knowledge Bureau
• Michael Gregory, Deputy Chief Economist, BMO
• David Blanchett, Head of Retirement Research, Morningstar
• Robert Ironside, ABD Ph. D. (Finance)
• Jim Ruta, Managing Partner, InforcePRO
• Jody Steinhauer, President, The Bargain Group
• Rod Burylo, Vice President, Business Development, Alitis Investment Counsel
• Barbara Amis, Caroline Dabu, Charyl Galpin
• George Hartman, Managing Partner, Elite Advisors
• Cheryl Norton CA, Regional Director, Retail Tax and Estate Planning, Standard Life
• Bill Bishop, CEO Bishop Communications
• Jennifer Jones, Canadian Olympic Gold Medalist
• Todd Hynes, Vice President, Sales, Transamerica
• Beth Webel, Tax Partner, Private Company Services, PWC
• Alan Rowell, MFA, DFA-Tax Services Specialist
• John Poyser, LL.B, TEP, Partner, Tradition Law LLP

DAC features a multi-disciplinary audience of stakeholders to the stewardship of wealth – that makes it an outstanding business building opportunity. Without a doubt you'll have more fun at the DAC networking events than any other – we work hard at making the fun as outstanding as the education.

THINK TEXAS!

Vast open skies, miles of blue water, rolling valleys and vistas. Located in the beautiful heart of Texas Hill Country just one hour from Austin, Horseshoe Bay Resort offers something for everyone. Whether it be on the lake fishing, water skiing, a game of golf, shopping, or listening to some fantastic music in hundreds of local music venues, there is so much to do and see.

Think BIG: Find the Sweet Spots in Wealth Management

Program at a Glance (subject to change)

Check the agenda often for updates.

Conference Fees

Contact us to pay by instalment over 4 months.

*Must graduate by June 30, 2014: Limited spaces available.

For information on the location, venue, and content, visit knowledgebureau.com/DAC. Click here for our registration policies.

How to Register

Phone: Call 1-866-953-4769.
Email: Send your completed application (click here to download) to registrar@knowledgebureau.com.
Fax: Send your completed application to 1-204-953-4762.
 

Sponsorship

There are still sponsorships available for DAC 2014. Please click here for more information.
 

What Attendees Say

“This conference is top notch, not only providing timely and relevant information, but motivated and dynamic speakers. If you're looking to top grade yourself or your staff, I highly recommend both the Distinguished Advisor Conference and the courses...offered through the Knowledge Bureau.” – Susan M., MB

“Incredibly good speakers. Very approachable and willing to discuss the topics outside of the sessions. Very informative with 'to the moment' information." – Mary M., BC

Lead Sponsor:

“Standard Life recognized the potential for the Distinguished Advisor Conference from its inception, has been the title sponsor from the beginning, and has signed on through 2016. Having attended all but one, I can say that the advisors who attend receive a top quality experience, both in educational content and networking opportunities. Both presenters and attendees are at the top of their profession and the knowledge gained and various locations visited are of the highest quality.”
– Mick Kelly, Vice President, Sales, Retail Markets, Standard Life, Ontario