Last updated: June 27 2024

2024 Acuity Conference for Distinguished Advisors: Program Guide Unveiled!

We invite you to connect with Canada’s brightest and 16 of the most accomplished thought leaders in the tax, accounting and financial services industry at the 2024 Acuity Conference for Distinguished Advisors in Montreal November 10-12.  Join us to celebrate, meet and honour your peers from coast-to-coast at the Knowledge Bureau Awards Ceremony on November 10. Check out the detailed online conference agenda designed to help you discover new ways to lead with impactful guidance.

Register by June 30 early-bird deadline! Registration options for individuals, team members or companions are available – and Knowledge Bureau grads have access to VIP Affinity Program rates.

Monday, November 11
Safe Havens & Financial Freedom

  • To Reach Safe Havens, Change the Norms
  • Managing Retirement Fear Factors
  • Wealth on the Move - Finding Safe Havens
  • Embrace Control - What to do to Focus Futures
  • The CRA Factor - Growing Burdens for Small Business
  • Innovative Solutions to Maximize Client’s Philanthropic Goals
  • Average to Awesome: Keys to Building Scalable Practices

Tuesday, November 12

Maximize Wealth Potential

  • Motivational Session: Wake Up Your Latent Potential
  • Practice Management: AI and ROI
  • Post June 25 Capital Gains Planning
  • Selling Your Professional Practice
  • Bare Trusts & Their Alternatives
  • Priorities for Building your Multi-Disciplinary Firm
  • The Knowledge Wrap

Social Schedule &
Pre-Conference Activities

  • Montreal Foodie, Arts & Shopping Experiences
  • Dinner, Pub Crawl & Speak Easy Events
  • Off the Record Brunch
  • Designates Wine & Cheese
  • From Specialist to Influencer: Graduate Awards Celebration
  • The Acuity Gala

Accreditation: 15 KB. Submitted for approval by third parties: AIC, ICM, CIRO, IAFE, and MFDA

Join us – act by June 30!

Check out the detailed agena on the Acuity website, and booking options to save on your hotel and travel!