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 Perry Phillips of ESOP Builders. Inc.

Perry Phillips

ESOP Builders President

Building an Ownership Mentality through an ESOP

From helping Canada’s fastest growing companies implement engagement strategies to supporting business owners exiting on their terms, Perry Phillips is recognized as one of Canada’s leading experts on employee share ownership plans (ESOPs).

Perry is the Founder and President of ESOP Builders Inc. (the largest designer of ESOP plans in Canada for small and medium sized Canadian private companies) and also the Founder of the ESOP Association Canada (Canada’s only national not for profit organization promoting the ESOP concept in Canada) and primary author of ESOPs in Canada: How to Implement an Employee Share Ownership Plan to Grow and Exit Your Business with Your Legacy Intact (2015).

Jonathan Lok of Strategic Natural Resource Consultants Inc.

Jonathan Lok

Strategic Natural Resource Consultants Inc. Managing Director

Cultivating a Stewardship Ethos

Jon began his forestry career on Northern Vancouver Island with companies like Canfor, TimberWest, Weyerhaeuser and Canadian Air Crane and was inspired to co-found Strategic Natural Resource Consultants, one of the larger resource management consultancies in BC. In his role as Managing Director, he is responsible for setting strategy, growing culture and building a world-class team. The firm was recently named as one of the Top 100 Employers in Canada.

Jon studied at SFU, BCIT and UBC Sauder School of Business and has been recognized as the ABCFP’s Forest Technologist of the Year, received the CIF’s James Kitz Award and was named by Canadian Forest Industries Magazine as one of Canada’s Top 20 Under 40 in the forest sector.

Jon has served as President of the Consulting Foresters of BC, the Association of BC Forest Professionals, the Canadian Institute of Forestry and the North Island Community Forest. Outside of work, he enjoys racing rally cars, riding motorcycles and exploring the waters and backcountry of Vancouver Island and the Central Coast.

Picture of Joanna Phillips of ESOP Builders Inc.

Joanna Phillips

ESOP Builders Vice President

Building an Ownership Mentality through an ESOP

Joanna is a Certified Human Resources Leader (CHRL) and Certified Value Builder (CVB). She holds an Honours Degree in Business Management Specializing in Human Resources from Western University.

Since graduating, Joanna has worked with various companies in a wide range of industries such as healthcare, insurance, supply chain/ logistics, and marketing. She has excelled in all her roles within Human Resources and has been a trusted guide and advisor to business leaders to ensure continued success of the company. Joanna’s main areas of focus have been talent management and strategy, including succession planning, employee relations, health and safety, and disability management. However she has also gained experience within labour relations and compensation strategy.

Passionate about creating ownership and wealth on a broader level, Joanna brings a creative, modern, and focused view to EBI and their clients.

Joanna is currently a Director of the ESOP Association Canada.

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