2020 Partnership Opportunities: Move Your Brand Boldly Forward

Looking to get in front of a highly engaged audience of professionals from the tax, bookkeeping and financial services? Speak to us about collaborative partnership opportunities to help you move your brand boldly forward into the 2020s.  Knowledge Bureau is Canada’s leading choice for a multi-stakeholder approach to financial education, and we hope you’ll join us for these outstanding events:

DAC Acuity 2020. We’ve unveiled a new concept for our Distinguished Advisor Conference in 2020:  a high-value event that addresses the time constraints of busy tax, accounting, and financial professionals looking to continue their professional development while networking and learning with top advisors from coast to coast. This year’s conference will take place in Niagara Falls, Ontario, October 28 to 30. It’s a beautiful location accessible to one of Canada’s biggest financial services hubs in Toronto. By partnering for this conference you will receive the following benefits:

• Affordable weekly exposure for your brand to tens of thousands of advisors
• The opportunity to speak and/or educate at the event
• Unique business opportunities with professionally planned events
• Exposure to a motivated, highly-engaged audience of influencers who will carry your message forward

Title, Platinum, Gold, Silver, and Bronze sponsorship levels are available. Learn more in our DAC Acuity Partnership Brochure.

CE Summits. We invite you to become a leader and mentor as a strategic partner of the CE Summits -- a great opportunity to build relationships with tax and financial advisors gathered to study the latest in tax, retirement, investment, estate, and business planning. These workshops take place three times a year in at least four Canadian cities. As a strategic partner in the CE Summits for top advisors in the tax, bookkeeping, accounting, and financial services, you receive the following benefits:

• An engaged, qualified audience for your product/services.
• Your opportunity to participate in the program as part of the teaching faculty or as a networking leader.
• Complimentary attendance at this important Continuing Education event.
• You and your associates can earn valuable CE/CPD credits.
• Preferred rates and group study discounts for your COI.
• Recognition in Knowledge Bureau Report, which is distributed to over 16,000 advisors nationwide.
• Inclusion of your company logo and profile in the printed Knowledge Journals and website.
• Cross-linking with www.knowledgebureau.com
• Great pre- and post-event follow-ups.

Learn about these partnership opportunities in the CE Summit Strategic Partnership Brochure.

The Vantage Series. The next event takes place on May 6 in Toronto. The Vantage Series is a collaboration by Knowledge Bureau and IIAC to bring views from leaders on Bay Street with the mutual goal of the continued advancement of wealth management services. It’s a high powered, dynamic and insightful lunch you can’t afford to miss. Your CEO will want to be amongst the presenters and your top clients will want to join you. More information about this event will be available soon! For now, contact Dale Lacombe, Managing Director of Enterprise Solutions at Knowledge Bureau at: dale.lacombe@knowledgebureau.com

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