Announcement of Distinguished Advisor Award Categories at Acuity 2024!

Knowledge Bureau is delighted to announce its categories of awards to be announced at the Acuity Conference for Distinguished Advisors (DAC) November 10 – 12 in Montreal.  The star-studded ceremony, being held at the exclusive St. James Club, will kick off the three day educational conference – Canada’s only multi-disciplinary conference, featuring 16 thought leaders who will focus on the theme,  Safe Havens: Secure Financial Futures & Wealth Potential.   To be announced at the end of June, the winners will be honored in the following categories:

1. Honor Roll.  Recognition of graduates who have attained 90% or better on their Knowledge Bureau certificate programs
2. Scholar Program Graduates.  These graduates are working successfully towards their DMA™ designation which requires 6 certificate courses taken from one of 5 areas of specialization: personal tax, corporate tax, accounting services, retirement income services, small business management services.
3. Outstanding Designates.  The top graduates in each of the DMA™ Specialist programs, the MFA-P™ and the RWM™  Designation programs will be honored
4. FDFS™ Honorees.  These thought leaders are top influencers in the community, who apply their multi-disciplinary skills, experience and knowledge to teach, mentor and give back to society by raising the bar in the tax, accounting and financial services. 
5. Favorite Instructor.  This is the instructor in Knowledge Bureau’s curriculum (online and at the CE Savvy Summits) who is rated the highest over the past year by their students.
6. Marquis Client – the firm that has been most committed to educational excellence within their industry by enrolling in the most courses within Knowledge Bureau education programs
7. Top Disruptors Award – the firm that has changed their operating model in the most impactful way to scale their multi-disciplinary practice
8. RWM Firm of the Future Award – the firm that has most sustainably adopted the RWM™ program in their practice model
9. Advisor of the Future Award – the individual who epitomizes the adoption of a new model to best serve the needs of multi-generation families through their commitment to  educational achievement and high standards of conduct.
10. Lifetime Achievement Award – the individual who has throughout their career been most influential in advancing their knowledge, skills, contacts and experience for high impact. 

Winners will be announced at the end of June.   In the meantime, please see last year’s award recipients at the star-studded ceremony at the gorgeous Banff Springs Hotel.