Last updated: August 24 2022

DAC Acuity 2022: Hear Insights from Top-Flight Industry Thought Leaders

Be sure to register by August 31 to take advantage of the early bird conference discounts for DAC, October 16 -18 in beautiful Niagara Falls.  You won’t want to miss the incredible line up of topflight speakers who will bring the future of finance to you in spades of insightful thought leadership.  It is the only conference for a multi-advisory audience and the one you should not miss if you are a business leader or owner-manager in the tax or financial services.  Consider these critical topics:

What’s on the DAC Acuity 2022 Agenda?

Sunday, October 16th

  • Welcome Reception and Graduate Recognition Celebration which includes Cocktails and Welcome with Knowledge Bureau President, Evelyn Jacks, Dinner and Announcement of 2022 Designates and Graduates with Dr. Dean Smith, President, Cadesky U.S. Tax, and the thought leadership of Special Guest Speaker: Carol Willes, Direct, Estate Planning, BMO Private Wealth who will focus on “Embracing Your High Standards of Professionalism”

Monday, October 17th

  • Welcome Breakfast With Your Master of Ceremonies, 2021 New Advisor Award Winner Lewis Kent
  • Opening Keynote with Evelyn Jack -Velocity: The Speed of Change and Its Effects on Your Work
  • Tony Mahabir, CEO of CANFIN - Ethical Behaviours: Breaking Down the Duties of Care
  • Philip Petursson – The Velocity of Money: The Rate of Spending and Its Impact on Investors
  • Dr. Dean Smith, President, Cadesky U.S. Tax -– Coming Home: The Tax Quagmire for Expats
  • Tina Di Vito, Partner, Canadian Family Enterprise Leader, EY Private and Author Dr. Britt Wray – Estate Planning with Generation Dread: Finding Financial Peace of Mind Despite the Emotional Despair of Next Gen
  • Jennifer Louth, Sr. Learning Instructor, Franklin Templeton – Why Consider Alternative Investments?
  • Dr. Laura Cavanaugh, Professor of Psychology – Investor Behaviour: Managing FOMO
  • Truth and Reconciliation
  • Christine Logan, Head of Marketing (Americas) at Franklin Templeton and Judith Chambers, CFP, TEP, CEA – Panel Discussion on the Changing Faces of Wealth

Tuesday, October 18th

  • Robert Fife, Canada’s National Bureau Chief for the Globe and Mail – Help Wanted: Transformative Leadership for Canada
  • Kim Moody, President, Moody’s Tax Law – The Speed of Tax Change: What it Means for You and Your Clients Against Inflationary Headwinds
  • Kish Kapoor, President and CEO of RF Capital Group and Christina Clement, VP Practice Growth & Execution Richardson Wealth – Momentum: From the Executive Suite
  • JP Laporte, CEO, Integris Pension Management Corp – Retirement & Succession Planning: How to Get More Distance from Pension Plans
  • Real Wealth Management™ Panelfeaturing Kristin Ramlal, Ian Wood, Doug Buss, Alan Rowell – Planning for Disability: A Multi-Advisory Case Study
  • Marco Pagani and Lindsay Sawyer Faye – Fireside Chat – Doing Good: Why Making a Social Impact Matters to Your Next Client
  • Bruny Surin, Olympic Gold Medalist – Velocity & The Need for Speed to Succeed: Push Your Limits While Remaining Balanced
  • Closing Comments with Evelyn Jacks – Imagine: New Momentum in Sharing Knowledge

Visit the online agenda often for more details on the sessions and the speakers!

View Detailed Agenda

Engage in a Unique National Networking Experience with Events Including:

  • Lunch and wine tasting at The Bench and Italian Extravaganza at Food Network’s Massimo Capra’s Restaurant (optional events on Saturday, October 15. Sign up required and extra charges apply)
  • Designated Specialist Wine and Cheese Reception
  • Welcome Reception & Graduate Recognition Celebration
  • The Martini-Vent
  • Monster Mash Halloween Bash
  • Mimosa Break: A Taste of Niagara
  • Healthy Inspiration Breakfast
  • Canadiana Carvery

Don't Miss Taking in the Beauty and Experience one of the Seven Natural Wonders of the World!

RSVP by August 31 for early-bird tuition savings!