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Last updated: February 03 2021
Welcome to Pre-Registration for DAC Acuity 2021
In our 18th year, we are excited to officially welcome you to pre-registration opportunities to Knowledge Bureau’s annual strategic educational conference for professionals in the tax, accounting, bookkeeping, and financial services.
We invite you to explore the potential that awaits us post-pandemic and collaborate over the new business models emerging for engaging and embellishing on the high value you have 
already established with your clients. Please join us at DAC Acuity 2021 in Niagara Falls, October 17-19
Participate with us, as a speaker, a sponsor, a delegate and a Knowledge Bureau program graduate in this highly engaging event that is truly different from all the rest. You will be challenged to bring thought-provoking new concepts and ideas to the forefront with the help of 18 outstanding speakers and topics of importance to the most innovative and entrepreneurial minds in the financial services. The advisors you will meet join us from across the country and represent thousands of households and hundreds of millions of dollars under management.
The themes we have presented throughout the history of the DAC, summarized for you below, are our educational legacy. This year again plan to build on them as we tackle the issues for the near future. Our mission is Recovery and our objective is move the needle from fragility to stability.
|
2004 /05 |
Laguna Beach, CA |
Retaining Trust, Managing Change |
|
2006 |
San Antonio, TX |
Boomers: An Economic Time Bomb |
|
2007 |
Santa Fe, NM |
Stewardship in Real Wealth Management |
|
2008 |
Monterey, CA |
Transitioning: The Path to Reciprocity |
|
2009 |
Tucson, AZ |
Leadership & Opportunity in Turbulent Times |
|
2010 |
Orlando, FL |
Focus on Family: Getting to Know Your Intergenerational Client |
|
2011 |
Palm Springs, CA |
Recovery: New Times, New Skills, New Wealth |
|
2012 |
Naples, FL |
Navigation: Charting a New Course |
|
2013 |
Ojai, CA |
Collaborative Wealth Management |
|
2014 |
Texas Hills, TX |
Think Big: Finding the Sweet Spots in Wealth Management |
|
2015 |
Puerto Vallarta, MX |
Multi-Generation Planning: Growing New Wealth & Relationships in a Digital World |
|
2016 |
San Diego, CA |
Soar Higher: Plan for Your Greater Potential |
|
2017 |
Kelowna, BC |
Canada 150: Financial Advice at the Crossroads of Change |
|
2018 |
Quebec City, QC |
The Changing Face of Community: Collaboration with Impact |
|
2019 |
Puerto Vallarta, MX |
Powerful Competition: The Secret to Economic Resilience |
|
2020 |
Virtual |
DAC Acuity 2020: Bold Thinking, Bright Insights |
|
2021 |
Niagara Falls, ON |
Recovery: From Fragility to Stability |
Please register early – you will save $400 if you commit by February 15. Speaker/sponsors will be selected this month, so we look forward to your suggestions for content and your commitment to a seat at the table. We are honored to have the opportunity to bring world class education to one another, but more important, to the millions of people we collectively serve. The goal is to come together in Niagara Falls, October 17-19. But, if health restrictions still apply this conference will be held virtually.
Please join us. . .because it has never mattered more.
Evelyn Jacks, President
