The ESOP Association wants to hear from you: Would you mind taking a few minutes to tell us about your website experience today? Your feedback is confidential, and will take less than 5 minutes to complete.

Take the Survey
Employee Owned 2024 Banner

Employee Owned 2024

Canadian Employee Ownership Trusts

How will the establishment of this new law affect you or your clients? 

Do you qualify for the $10 million tax-free capital gains? 

Do you want to learn about this new opportunity?

 

This year Employee Ownership Canada is collaborating with The ESOP Association in the United States to provide sessions dedicated to educating members on the Canadian Employee Ownership Trust during its annual Employee Owned Conference in Las Vegas. 

The Employee Owned Conference, attended annually by more than 2,000 employee-owners, thought leaders, and professional advisors, is the largest employee ownership gathering in the world. Make sure to join us in Las Vegas for collaboration, networking, and multiple learning tracks designed to help you get the information you need.

Reasons to Attend: 

  • Entire Learning Track Dedicated to the New Canadian Employee Ownership Trust (EOT) 
  • Attend In-Person or Virtually 
  • Create Meaningful Connections with Leaders in Your Community 
  • Learn About the Major Aspects of Canada’s New EOTs 
  • World-Class Keynote Speakers 
  • Learn Why EOTs are a Great Option to Explore for Business Succession 
  • Identify Tax Implications for Establishment and Develop Effective Tax Planning 
  • Gain Insights from Real-World Case Studies of Successful EOT Companies 
  • Understand the Financial Structure of EOTs and Evaluate Financing Options

In Person and Virtual Attendance Available

Register today to receive the limited time rate of $995!

Learn More and Register

Program Highlights

Wednesday, November 13

  •  Opening Main Stage Keynote
  • Opening Reception in the ESOP Communities & Pavilion
  • Women in ESOPs Soiree (ticketed event)

Thursday, November 14

  • Main Stage Keynote
  • Breakout Session: Leadership Development - Develop a Culture of Ownership
  • Breakout Session: The New Canadian EOT - The Power of Employee Ownership Trusts
    • Jon Shell, Chair, Social Capital Partners
    • Tiara Letourneau, Co-Founder and CEO, Rewrite Capital Advisors
  • Breakout Session: The New Canadian EOT - Understanding the Tax Benefits
    • Alexandra (Ali) Spinner, Partner, Tax, Crowe Soberman LLP
    • Michael Decicco, Partner, Stikeman Elliott LLP
    • Katy Pitch, Partner, Mintz
  • Annual Awards for Communications Excellence Luncheon
  • Breakout Session: Canadian Employee Ownership Trust: Company Profiles
  • Breakout Session: Communicating Company Valuation & Values
  • Breakout Session: How to Create a Successful Communication Committee to Connect with Employee Owners
  • Breakout Session: Unlocking the Power of Employee Ownership in Canada - Strategies for Financing Success
    • Ashley Salazar, Head, Industry Initiatives & Partnerships, BMO Commercial Bank, Canada
  • Breakout Session: The New Canadian EOT - Ask Us Anything - Informational Discussion
    • Tiara Letourneau, Co-Founder and CEO, Rewrite Capital Advisors
    • Alexandra (Ali) Spinner, Partner, Tax, Crowe Soberman LLP
    • Michael Decicco, Partner, Stikeman Elliott LLP
  • Celebration of Employee Ownership Foundation Reception (ticketed event)
  • Late Night with Emerging Leaders - Vegas Style (ticketed event)

Friday, November 15

  • Main Stage Keynote
  • Breakout Session: Maximizing Success: Effective Communication, Cultural Engagement, and Technical Foundations
  • Breakout Session: The New Canadian EOT - Comparing the Canadian EOT to the UK’s EOT and the US ESOP
    • Jon Shell, Chair, Social Capital Partners
  • Breakout Session: Panel Discussion on Employee Culture & Education
  • Breakout Session: Exploring the New Canadian Employee Owned Trust Company Model

Employee Owned 2024 has more than 70 educational sessions. To view the full program please visit: esopassociation.org/EO24

Learn More and Register