As baby boomers retire, many business owners think of selling their business to their employees. Recent changes have made this a much more attractive option, for both the owner and the employees.
Join us for a webinar to learn more about EOTs and how they strengthen the Canadian economy.
Speaker
Joanna Phillips earned an Honours Degree in Business Management specializing in Human Resources and holds a Certified Human Resources Leader (CHRL) designation. She gained early experience in employee ownership working with ESOP Builders, building expertise across industries including healthcare, logistics, and marketing. As VP at ESOP Builders, she worked directly with Canadian business owners and their teams on employee ownership planning and implementation. Joanna now works with Rewrite Capital Advisors as Director of the firm’s newly created EO+ Division, where she continues that work through the firm’s expanded advisory services.
Panelists
- Jon Shell is Chair of Social Capital Partners, a Canadian nonprofit organization founded in 2001, that does public policy research and advocates for ideas that push back against inequality and broaden access to wealth, ownership and economic security
- Mike Fotheringham is Chief Executive Officer of Taproot Community Support Services. Taproot became employee owned through an Employee Ownership Trust in 2025.
Moderator: Peter Josty, Executive Director of The Centre for Innovation Studies in Calgary.
Time: 10:00 -11:30 MDT; 12:00-1:30 EDT
Date: Wednesday September 16th 2026
Place: By Zoom
Registration
By Email: martha@thecis.ca
By Phone: 1-403-968-3722
Online: *Scroll to the bottom of the page and click the link
Please note: a QR code will be generated when you register online, but this is not active as this is not an in-person event.
Upon registration Martha will send you the Zoom link prior to the webinar date.
Please share this invitation with anyone you think would be interested.
Peter
Peter Josty, PhD, MBA
Executive Director,
The Centre for Innovation Studies (THECIS),
P.O. Box 19532, Rpo South
Cranston, Calgary, AB T3M 0V4
Phone: (403) 249-0191 E-mail: p.josty@thecis.ca
Web site: www.thecis.ca