If you’re interested in learning about strategies to boost your employee ownership culture or if you’d like to learn how equity sharing can help you grow or exit your business, this is the conference to attend. The ESOP Association Canada’s 2020 Canadian Employee Ownership Conference will feature insights from some of Canada’s leading employee owned companies, as well as advisors and experts who can demystify the process.

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Who should attend?

This conference is for anyone interested or involved in equity sharing as an effective tool for business growth and exit planning. We’re anticipating an influential cross-sector participant group including business owners and CEOs of small and medium sized privately-held companies, employee-owners, executive leaders from large and medium public companies, co-op directors, and professional advisors.

Click here to watch a 2 minute video from our 2018 conference.

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Take a look at who's speaking.

Picture of Jessie Votary of Ramshackle Industries

Jessie Votary

Ramshackle Industries
Fearless Leader, President

Ramshackle Industries – Bravely Onward

I am often called the mastermind behind the growing empire but I am also the plumber, grease trap expunger (when necessary), general contractor, emotional labourer, and future woman of leisure (hopefully).

For now, I can be found sporting a crinoline and doing whatever needs doing to keep 5 restaurants and an accommodation moving forward and creating spaces where worker-owners have a chance at a retirement plan and year round employment that helps them buy houses!

Ramshackle Industries (The Red Rabbit, AVEC, Old Man & Son, Pollo Morta, Somewhere *a restaurant, Chez Lapin)

Picture of Stephen Quigley

Stephen Quigley

Blue Cay Consultants

Ownership and Management Transition: Some Hard Lessons and Practical Approaches

Steve is veteran of employee-owned businesses. He is an environmental engineer who cultivated his career in professional service, and until September 2019 was one of two Executive General Managers leading the 4,000-person strong North American business of a global consulting firm. Steve spent the bulk of his career delivering complicated technical solutions to clients with environmental problems.

Steve began his career in a partnership with 175 employees and was part of the team that evolved the business, distributed its ownership, re-drew the fundamentals of the firm’s shareholder structure, grew the business to 3,000 people in North America, then negotiated and implemented a merger into a global employee-owned consulting firm.

Steve is now in a unique position to assist others in managing and making change, developing their strategic plans, developing their leaders and growing their businesses. Steve is a chemical engineer by training and is a licensed professional engineer in Canada and the US.

Picture of Jeremy J. Herbert of Felesky Flynn LLP

Jeremy J. Herbert

Felesky Flynn LLP
Managing Partner

ESOP Planning for Canadian Corporations – Tax planning and the use of Trusts

Jeremy is a tax lawyer with Felesky Flynn LLP. Jeremy’s practice covers a broad spectrum of tax planning, with a focus on corporate and personal tax planning for owner managers. Jeremy has written various papers and articles for the Canadian Tax Foundation and has presented on topics including employee stock ownership in private corporations. Jeremy has also recently presented on employee compensation and equity participation in private corporations at an international tax conference in Provence, France.

Jeremy has assisted numerous clients with the implementation and modification of employee stock option plans, from key person planning in small closely held organizations to large employee-owned corporations with hundreds of employee-shareholders.

Jeremy graduated from the University of Alberta in 2004 with a combined LL.B/MBA degree, receiving a number of awards including the Stikeman Elliott – Carswell National Tax Award. After graduation, Jeremy completed a clerkship at the Federal Court of Appeal before transitioning to private practice.

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