Last updated: April 24 2014

Have You Ever Seen an Armadillo Race?

Join us in the beautiful Texas Hills for the Distinguished Advisor Conference, November 9-12, 2014. Network and learn with top wealth advisors and outstanding speakers. Experience education differently at DAC!

THINK BIG: HERE'S WHY

  • 18 dynamic speakers share real-life practice management and leadership insights.
  • Invaluable networking with top Canadian tax and wealth advisors.
  • Gain knowledge that will enable you to be the most knowledgeable, trustworthy, and experienced in your marketplace.

 

Register early to reserve spots for you and your team now!
 

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.

Sunday,
November
9

  Registration and Reception

  Celebrate DAC 2014! Lakeside Reception

Monday,
November 10

  Theme: The Sweet Spots
  • Thinking Big: Why It's Never Mattered More
  • Sweet Spots in Global Wealth: Have the Black Swans Flown By?
  • Cyber Security Threats: It's a Question of When, Not If
  • Pricing Intelligence: Why Your Sweet Spot May Be CRM2
  • Insurance Intelligence: Making Risk Management Count
  • CEO Spotlight: The New Department of Finance
  • MFA & DFA-Specialist Graduate Lunch
  Evening: Experience Austin – Think Big, Sweet Music!

Tuesday,
November
11

  Theme: Thinking BIG
  • Gold Medal Thinking: Focusing on Your BIG Goal
  • Goal Based Investing: How to Deliver Outcomes for Clients
  • Retirement Planning: The BIG News for Boomers
  • Panel - Connecting with Women: Where the BIG Wealth Will Be
  • Business Valuation: Succession Plans vs. Exit Strategies
  • Tax Planning for the BIG Exit: Thinking Big With the $800,000 Capital Gains Deduction and More
  • The Next BIG Idea: How To Sell A Lobster
  Evening: The Gala Event...DAC Style!
Wednesday,
November
12

  Theme: Exactitudes: Precision in Collaborative Wealth Management

  • Estate Planning for Pets: Because They're "People", Too!
  • Cross Border Tax Planning: Family Income Splitting, FATCA, U.S. Citizens in Canada and New Foreign Income Verification in Canada
  • CRA is Thinking Bigger: Why the Registration of Tax Practitioners Program Matters to You
  • The Ethical Advisor: A Real Sweet Spot for Future Practices
  • Out of the Box Thinking on Portfolio Management: Correlating Multiple Family Portfolios
  • High Net Worth Client Spotlight: Giving Back Makes Good Business Sense
 
Conference Fees

Contact us to pay by instalment over 4 months.

  First Time
Attendees
Returnees Knowledge Bureau
2014 Designates*
Spouses &
Companions
Until June 30 $1950 $1850 Complimentary $495
After June 30 $2500 $1950 $1495 $495

*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