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Employee Ownership Canada: Where Success is OWNED!

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Webinars for members
Peer Round Table Recordings & Webinars

 


webinars For Members

Advantageous Tax Aspects For
Employees in ESOPs


September 5, 2024

Speaker: Darryl Antel

Sponsored by: Felesky Flynn LLP

Members can view the recording.

Benefits of Employee Ownership Trusts

 

 Coming October 3, 2024

 

Speaker: Tiara Letourneau

Sponsored by Rewrite Capital Advisors

Click to play video

View the slides

Upcoming Peer Round Table

 

Nov 7, 2024

Speaker:TBA

 

Sponsored by:TBA



Social Economy Through Social  Inclusion


February 8, 2024

Speaker: Paul Victor Beausoleil

Sponsored by: Dale & Lessmann LLP

Members can view the recording.

 

Employee Ownership Transition Success Stories

 

March 7, 2024

 

Speaker: Bob Lawrence

Sponsored by Veer Business Advisors

Successful Communication Strategies!

 

April 4, 2024

Speaker: Joanna Phillips

 

Sponsored by: ESOP Builders


Valuations for ESOPs - What to expect


November 2, 2023

Speaker: Paul Maarschalk, Maarschalk Valuations Inc.

Members can view the recording.

Story Telling Essentials, How Stories Help Us Connect, Convince and Communicate Change

 

December 7, 2023

 

Speaker: Arron Neil Strategist | Storyteller | Advisor
Sponsored by ESOP Builders

Members can view the recording.

Introducing EOT's: Canda's New Employee Ownership Trust Legislation

 

January 11, 2024

Speaker: Tiara Letouneau

 

Sponsored by: Mowbrey Gil

Click to Play Video

Slide Deck for Introducing EOTs: Canada's New Employee Ownership Trust Legislation Webinar


 

Achieving Positive Cash Flow together with Employee Ownership via ESPPs

 

 

September 7, 2023

 

Speaker: Ramy Taraboulsi, Loyalty Options

 

Members can view the recording.

Employment Law and your ESOP: How ESOP's impact the employment agreement

 

October 5th, 2023

Speaker: Stuart Rudner, Rudner Law

Members can view the recording.


Interested in ESOPs or Taking your ESOP to the Next Level?

 

December 1, 2022


Members can view the recording.

ESOP Structure, Equity, Options and Phantom Combinations

 

Recorded February 2, 2023

 

Speaker: Darryl Antel, Felesky Flynn LLP

 

Members can view the recording.

Integrating your ESOPs into Strategies

 

March 30,2023

 

Speaker: Joanna Phillips, ESOP Builders

 

Members can view the recording.


Innovative Methods for Achieving Employee Ownership




 Speaker: Ramy Taraboulsi





Date: October 26, 2021 @12pm EDT

Registration is now closed




Members can access the recording.



 


 Building an Ownership Culture



Patrick O'Brien - Metcalf Archaeological Consultants



From our Webinar on Demand Series.
Members can view the recorded webinar.


 

 

 

An ESOP Transition Story



Selkirk Signs



From our Webinar on Demand Series.
Members can view the recorded webinar.

Succession Planning

 

Explore some key elements for using an ESOP as your exit strategy

  • Business owners of private companies only have a few options for succession or exit
  • What is the success rate of these options?
  • Why do Canadian business owners choose ESOPs?
  • What is required to exit successfully through an ESOP?

 

Speakers: Perry and Joanna Phillips operate a specialty firm to assist owners of privately held Canadian organizations to build and implement Employee Share Ownership Plans (ESOPs)

 

www.esopbuilders.com

 

 

Recorded  December 15th, 2020
Members can view the recording.

 





Ownership Thinking



ESOP Builders Inc. & The Achievement Centre



From our Webinar on Demand Series.
Members can view the recorded webinar.

 

 

 

Succession Planning - How to use your ESOP to exit your company.

March 30, 2017
Jennifer Williams

CEO Succession Planning 

Brian Conlin

March 1, 2018