Pivot on Purpose Summit: Reimagining business models to solve social problems

Pivot on Purpose Summit: Reimagining business models to solve social problems

Pivot on Purpose Summit is a biennial celebration and conference that encourages the reimagining of business models to solve social problems. This three-day event offers opportunities for transformation, connection, learning and celebration. We look forward to seeing Summit participants from across Canada and beyond. This year's event will be held virtually on November 18 to 20, 2021

Pivot on Purpose Summit is a free event. 

La traduction sera disponsible en français.

Register now for this unique opportunity in the social entrepreneurship space. Registration closes November 16 at 4 pm MST | 3 pm PST | 6 pm EST.

Pivot on Purpose Summit - Schedule

9 - 10:15 am MST | 8 - 9:15 am PST | 11 am - 12:15 pm EST

How to Build a Country Through Social Enterprise | Lessons from Scotland

The efforts of this world-leader in nurturing social entrepreneurship include a 10-year strategy, quarterly action plans, biennial sector surveys, a £30 million Third Sector Growth Fund, and ensuring every Scottish schoolchild will engage with social enterprise. Think of what we can learn from a jurisdiction that has committed so much to using business models to solve social problems.

  • Live broadcast
  • Q & A with Moderator
  • Audience questions welcome

Jonathan Coburn, Director, Social Shifters

Jonathan has worked in the social enterprise field for over 20 years as an advisor, trainer, policy advisor, evaluator and impact measurement specialist. He started his career in community economic development, working in low income communities, helping new social enterprises get off the ground and supporting established nonprofits to develop a more enterprising culture and impact. He is Founding Director of Social Value Lab (a centre for social impact research based in Scotland) and Social Shifters (an international charity helping young social entrepreneurs make a difference in the world). Jonathan led the team behind Scotland’s Social Enterprise Census in 2015, 2017 and 2019, and supported the development of Scotland’s 10-year Social Enterprise Strategy and associated action plans.

 

Neil McLean, Chief Executive, Social Enterprise Academy

Neil has been Chief Executive of the Social Enterprise Academy (SEA) for over 14 years. During this time, SEA has become the largest Institute of Leadership & Management (ILM) Centre in Scotland, and has shared its model internationally, with partner hubs established in 12 countries including South Africa, Australia, Malawi, Malaysia, Pakistan, India and China. The Academy now supports over 3,000 people worldwide each year to develop their leadership and entrepreneurship. The Academy was tasked by the Government of Scotland to deliver Scotland's social enterprise education program to over 850 primary and secondary schools and was recently tasked with expanding that to every Scottish schoolchild by 2024.
Neil’s early career in the private sector led to an MBA at the University of Stirling where he developed the social enterprise he founded in 2004. Neil served on the board of Impact Arts, Scotland’s largest arts-based social enterprise and recently chaired the group creating the Social Enterprise Strategy for Edinburgh, and serves on the board of Social Enterprise Scotland.

Dan Overall, Executive Director, Trico Charitable Foundation

Dan is Executive Director of the Trico Charitable Foundation, which seeks to leverage social entrepreneurship to reimagine how we can use the power of business models to close gaps in society. His highlights as E.D. include overseeing Canada’s hosting of the Social Enterprise World Forum in 2013 (over 1,000 attendees from over 30 countries and over 100 speakers); organizing the first official “social entrepreneurship day” in Calgary in 2016; overseeing the funding of key social enterprise infrastructure projects like the Changemakers Studio at Mount Royal University and the Social Entrepreneurship Centre at Haskayne; and  publishing numerous case studies and blogs on social entrepreneurship.       

Prior to Trico, Dan served as Director of Policy and Communications for the Manitoba Chambers of Commerce (MCC). In that capacity he was an early adopter of CSR, shared value, and cluster theory; redesigned the MCC to focus on community values as well as entrepreneurial spirit; and oversaw the MCC’s participation in the anti-poverty campaigns ‘Raise the Rates’ and ‘Make Poverty History.’

10:30 - 11:45 am MST | 9:30 - 10:45 am PST | 12:30 - 1:45 pm EST

Social Entrepreneurship in 2020 & Beyond | Panel with Previous Social EnterPrize Recipients

Hear from four-award winning Canadian social enterprises who not only survived 2020, they launched amazing initiatives: Embers Staffing Solutions (BC), WINS (AB), Furniture Bank (ON), Fogo Island Inn (NL).

  • Live broadcast
  • Q & A with Moderator
  • Audience questions welcome

Doug Aason, Director of Business Development, Embers Staffing Solutions (Social EnterPrize 2013 Recipient)

Described by many as a “relationship man,” Doug Aason is a man passionate for changing lives and making a positive impact in his community. Doug is the Director of Business Development of EMBERS Staffing. He works closely with EMBERS partners and EMBERS Staffing workers’, building and fostering relationships on all levels. Doug engages partnerships that are aligned with EMBERS values and is committed to creating social impact and social purpose with partners that are Champions of Change.

Doug spent seven years working at Salvation Army Harbor Light alcohol and drug treatment centre, before taking on the role of Director of Community Investment at the Greater Vancouver Foodbank Society, helping to build financial support to a new level. He describes the most rewarding part of his job as “witnessing the profound impact we can have on changing people’s lives for the better.” A kind hearted man with a desire to make a difference, and a strong knack for story-telling, Doug is an inspiration for those he works with. In his free time, Doug enjoys spending time outdoors fishing for the elusive “big one,” desperately hoping his golf game will improve, and most importantly spending time with his beautiful daughters and loving wife.

About Embers: With a mission to help people rediscover hope and self-sufficiency through meaningful work opportunities, our social enterprise, EMBERS Staffing Solutions, launched in 2008 and provides a strategic, innovative and business approach to addressing socio-economic challenges of people facing barriers to employment. For 13 years, EMBERS Staffing has provided temporary and long-term placements that have helped individuals transform their lives. EMBERS Staffing is self-sustaining and invests 100% of its profits back into its workers through higher hourly wages, medical and dental benefits, equipment and training for workers.
 
In 2020, during the Covid pandemic, Purolator became a major partner, hiring hundreds of workers in its distribution centres especially during the Christmas season and ongoing, as a result of exponential growth in on-line sales this year. To date, Purolator has hired over 800 people from EMBERS, which has impacted those people’s lives in a positive way.

Click here to view our recent EMBERS/Purolator Video, Working for Good…Together

EMBERS was the recipient of the 2013 Social EnterPrize Award

 

Dan Kershaw, Executive Director, Furniture Bank (Social EnterPrize 2017 Recipient)

Dan Kershaw, Executive Director of the Toronto-based Furniture Bank, is a nationally proclaimed proponent of one’s right that all housing should furnished before in can be a home. The charity collects and redistributes home furnishings to thousands of families in need, gifting beds, chairs, and household goods through their social enterprise work.
 
Under Dan’s leadership, Furniture Bank has re-purposed over 400,000 items of furniture heading for landfill into housing for over 22,000 families in the GTA. Working with business partners on circular economy corporate pilots, Dan has continuously demonstrated that there are both significant social and environmental impacts associated with reuse and refurbishment charities like Furniture Bank. He is now scaling the Toronto platform to become available nationally, aiming to using their daily learning from Toronto to support a more vibrant and impactful network of independent Canadian furniture banks.

About Furniture Bank: Founded in 1998, Furniture Bank is a registered charity and social enterprise which redistributes gently-used furniture and housewares from donors in the community to families and individuals experiencing furniture poverty.

Revenues generated through our furniture removal service, which is run as a social enterprise, funds their charitable activities as they work to end furniture poverty – one sofa and one family at a time.

Furniture Bank was the 2017 recipient of the Social EnterPrize Award.

 

Zita Cobb, Fogo Island Inn (Social EnterPrize 2017 Recipient)

Zita Cobb is an eighth-generation Fogo Islander, Founder and CEO of the registered charity Shorefast, and Innkeeper of the award-winning Fogo Island Inn. Zita graduated high school on Fogo Island before studying business in Ottawa. Following a subsequent successful career in high-tech, Zita returned to Fogo Island and established Shorefast to put another leg on the Island’s struggling economy to complement its ever-important fishery. With an enduring commitment to Fogo Island, Shorefast is expanding its mission through the launch of a Community Economies Pilot, a pan-Canadian initiative to strengthen place-based economic development within the global economy.

Zita has been a Member of the Order of Canada since 2016 and was a 2020 inductee to Canada’s Business Hall of Fame. She holds honorary doctorates from McGill University, Memorial University of Newfoundland, the University of Ottawa, and Carleton University. She is an active CEO and volunteers her full time and energy for Shorefast’s work.

About Fogo Island Inn: Fogo Island Inn is a social business and a community asset founded by Shorefast, a registered Canadian charity with the mandate to promote cultural and economic resiliency for Fogo Island. The Inn is a 100% social business: all operating surpluses are reinvested in the community of Fogo Island through the projects and programs of Shorefast. The Inn was built using primarily private philanthropic funds with the addition of some government grants, and there are no financial contributors seeking a return on their investment. The success of the Inn benefits no individuals, but rather the larger community of Fogo Island.

In this way, Shorefast strives to use business-minded ways to achieve social ends. This “not-just-for-profit” approach to business is a model for a more positive and productive relationship between capital and community. Money spent at Fogo Island Inn directly contributes the well-being of one of Canada’s oldest European settled communities, and is an investment in a different way of thinking.

Fogo Island Inn was the recipient of the 2017 Social EnterPrize Award.

 

Karen Ramchuk, President & CEO, Women in Need Society (Social EnterPrize 2015 Recipient)

Vision, persistence and drive are three attributes that have suited Karen Ramchuk well throughout her tenure in Canada’s retail industry. Ramchuk worked her way up the ladder with one of Canada’s largest retailers to lead their Western Canadian sales level, heading up the go-to-market plan for several years before pivoting her career to strategy and brand work.

Ramchuk joined Calgary’s Women in Need Society (WINS) in 2017, when the charity was facing financial devastation. A staple in the community for over 25 years providing resources and support to women in need, following the economic recession the non-profit was struggling to keep its doors open. In two short years, Ramchuk and her dedicated team of staff and volunteers were able to restore the society’s cashflow and rebuild its reserves. Ramchuk looks to continue this momentum with her new title as CEO and President.

About WINS: The Women in Need Society (WINS) is Calgary’s homegrown thrift charity that provides women and their families with the resources, knowledge, skills and confidence needed to achieve self-sufficiency. Founded in 1992 with a single thrift store, WINS has grown to serve Calgary with six thrift stores, a bulk thrift store, More Store by WINS and their nationwide online thrift box service, Twice New by WINS.

The revenue from these enterprises funds the essential services that WINS provides to 17,000 clients and their families annually. This includes programs like House to Home by WINS, which provides basic need items and furniture to clients, and employment services like Retail Ready by WINS. WINS decided to open More Store in 2020 as a convenient way for thrifters to buy in bulk and save money. The More Store reaffirms WINS commitment to the environment, as clothing is diverted from landfills and repurposed. Annually, the nonprofit recycles 3.2 million pounds of donated product.

Women in Need Society (WINS) was the recipient of the 2015 Social EnterPrize Award.

Jane Bisbee, Executive Director, Social Enterprise Fund

Jane Bisbee is the Executive Director of the Social Enterprise Fund, one of Canada’s more active impact investment funds. Over the last decade, she has worked to build SEF’s portfolio to over 80 projects across many sectors, with more than $75M invested.

A special focus of Jane’s career has been the creation of non-traditional finance for small business, in particular the cultural industries, through work with the Association of Canadian Publishers, the Literary Press Group, the Alberta Motion Picture Industries Association, and the Province of Alberta. She is past president of the Edmonton International Film Festival and has served on many boards including the Manitoba Chamber Orchestra, the Canada Give the Gift of Literacy Foundation and the Alberta Foundation for the Literary Arts. Jane currently serves on the board of the national Table for Impact Investment Practitioners, and as a steering committee member of Alberta SEED, a social finance ecosystem capacity builder. She was presented with a lifetime achievement award in 2006 by Alberta’s film industry, and is a fellow of the BALLE/RSF Financial Community Foundation Circle.

12 - 1 pm MST | 11 am - 12 pm PST | 2 - 3 pm EST

Social Entrepreneurship for Lunch

For the last four years the Haskayne School of Business has worked with the Trico Foundation to provide courses that ask students to rethink social entrepreneurship using tools such as the 4 Ways of Impact and the Blender. This workshop provides examples using those tools. Note: Preview content will help with the exercises but is not crucial: https://tricofoundation.ca/your-idea/. This session will be helpful to Case Competition students but is open to all who want to explore a different way of thinking about social entrepreneurship.

  • Live broadcast
  • Presentation

Daniel Overall, Executive Director, Trico Charitable Foundation

Dan is Executive Director of the Trico Charitable Foundation, which seeks to leverage social entrepreneurship to reimagine how we can use the power of business models to close gaps in society. His highlights as E.D. include overseeing Canada’s hosting of the Social Enterprise World Forum in 2013 (over 1,000 attendees from over 30 countries and over 100 speakers); organizing the first official “social entrepreneurship day” in Calgary in 2016; overseeing the funding of key social enterprise infrastructure projects like the Changemakers Studio at Mount Royal University and the Social Entrepreneurship Centre at Haskayne; and  publishing numerous case studies and blogs on social entrepreneurship.       

Prior to Trico, Dan served as Director of Policy and Communications for the Manitoba Chambers of Commerce (MCC). In that capacity he was an early adopter of CSR, shared value, and cluster theory; redesigned the MCC to focus on community values as well as entrepreneurial spirit; and oversaw the MCC’s participation in the anti-poverty campaigns ‘Raise the Rates’ and ‘Make Poverty History.’

 

Alexandra Daignault, Owner and founder, Sarjesa Inc.

Alexandra is the owner and founder of Sarjesa Inc., a social enterprise supporting violence prevention for women in crisis. She is also the Liaison for Student Social Entrepreneurs & the NU Community Board Liaison for the Trico Charitable Foundation, where she works to support student social entrepreneurs close gaps in society through their ventures. She has completed the ASHOKA - AMERICAN EXPRESS bootcamp for emerging leaders, and has been the recipient of numerous awards - speaking at conferences and facilitating workshops across North America. Graduating as the valedictorian of her class, Alexandra is focused on creating more equitable and safe spaces for marginalized women across communities.

Rosalynn Peschl, Instructor, Haskayne School of Business

Rosalynn is an instructor in the Entrepreneurship & Innovation area of the Haskayne School of Business. She teaches both entrepreneurial thinking – a mandatory class for all Haskayne Undergraduate students, and Strategies in Social Enterprise to undergrad and MBA Students. She has always had a passion for social enterprise and believes in the power of using business as a force for good. Rosalynn is also the Faculty Advisor for Enactus UCalgary, a university-wide student club that empowers students to create projects and businesses that solve society’s most pressing challenges.

When she isn’t focussed on school, you will likely find her spending time with her family and horses.

1 - 2:30 pm MST | 12 - 1:30 pm PST | 3 - 4:30 pm EST

Meet the Next Generation | NU Student Awards

The NU awards celebrate the best and brightest student social entrepreneurs in Canada. This session features the presentation of a $25,000 NU Student Award, a $10,000 POPular choice audience vote for one of the three finalists and a panel discussion with all four students about their experiences in this exciting sector.

  • Live broadcast
  • Presentation
  • Live voting
  • Q & A with Moderator
  • Audience questions welcome 

Patrick Chiu, NU Board

Patrick is a real estate professional who oversees and operates a real estate portfolio consisting of Residential Leasing, Commercial Leasing, Senior Living Leasing, and Opportunistic Investments. Being part of the Trico Group, Patrick is also involved with the Trico Charitable Foundation. His involvement has been working on the NU Community Board that provides funding and support to student social entrepreneurs and emerging leaders in the social impact space.

Beth Gignac, Chief Impact and Innovation Officer, United Way Calgary and Area

Beth Gignac joined United Way of Calgary and Area as chief operating officer in 2016. With over 20 years of leadership experience working across government organizations in Alberta and Ontario, Beth is a high-energy, collaborative leader dedicated to building resilient communities.

Beth’s passion for collaboration and strategic visioning has made her an exceptional facilitator of change and catalyst for action. Her mission-based, emotionally-intelligent approach to leadership combined with an entrepreneurial approach to strategic planning and service development make her a great asset to United Way.

Watch for details to come.

2:45 - 4 pm MST | 1:45 - 3 pm PST | 4:45 - 6 pm EST

What’s Next YYC? Awards

What’s Next YYC will showcase ten exciting Calgary and area based social enterprises. It looks to answer “what’s next?” on the journey for these organizations.

This session features the presentation of two $25,000 WNYYC Awards, a $25,000 POPular choice audience vote for one of the eight finalists, and a panel discussion with all ten about their experiences in this exciting sector. Don’t miss your chance to vote for your pick!

Live broadcast. Presentation. Live voting. Q & A with Moderator. Audience questions welcome.

  • aGRO Systems Inc.: Specializes in collecting and upcycling organic wastes and byproducts into Farm livestock feeds and inputs.
  • CareFind: Connecting families with child care providers.
  • Colouring It Forward: Advancing education on indigenous issues, art, language and culture through a grassroots approach.
  • ENABLE: Breaks down barriers to care for families who have a member with disability.
  • Fresh Routes: Focused on creating new, innovative ways of providing healthy and affordable food to as many Canadians as possible.
  • Included by Design: Works with businesses to move beyond building code accessibility and embed disability inclusion for their employees, customers and investors.
  • Local Laundry: Creates an impact through the sale of garments for social good.
  • Nicerr: A community mentorship platform that enables experienced professionals to give back - by mentoring people from under-represented communities.
  • RetinaLogik: Partners with NGOs and health authorities to deliver accessible eye exam technology to people who need it most.
  • STARS: Provides life-saving care and emergency response to Albertans.

Wayne Chiu, Founder & CEO, Trico Group

Wayne Chiu is the founder and CEO of the Trico Group. Mr. Chiu, a Mechanical Engineering graduate, immigrated from Hong Kong with his wife Eleanor, in 1982. Under Mr. Chiu's leadership, Trico Homes has grown and developed into one of Calgary's Top Builders and has achieved Platinum status as a Best Managed company.
Wayne's corporate and entrepreneurial acumen have reinforced his desire to support the communities that have contributed to his success and to promote and practice the concept of doing well by doing good. In 2008, Wayne and his wife and business partner, Eleanor, founded the Trico Charitable Foundation as a way to combine their passion for entrepreneurship and a keen awareness of the need for creative solutions to ensure sustainability in the non-profit sector.

Jordana Armstrong, Associate Director, Clinical & Social Innovation, Innovate Calgary

As the Associate Director for Social and Clinical Innovation, Jordana leads Innovate Calgary’s social innovation portfolio. She helps provide strategic direction for researchers and entrepreneurs who seek to use market approaches to achieve impact within the communities they serve. Jordana also leads Innovate Calgary’s social entrepreneur programming and spearheads the UCeed Social Impact Fund. She is committed to seeing capital work differently and embraces the principles of radical generosity (SheEO) and is a member of Local Investing YYC, SheEO activator.

Expertise and background:

•    BA (Joint Honours), Political Science and Economic Development, McGill University
•    Director, Artistri Sud, Montreal, South America
•    Operations Manager, American Eagle Outfitters, Edmonton
•    Co-Founder, Seeds of Conscious Capitalism, Montreal
•    Emerging Markets Fellow, BioLite, New York

8:30 - 9:45 am MST | 7:30 - 8:45 am PST | 10:30 - 11:45 am EST

Example of the Genius of “And” | Fireside Chat with Alex Edmans

What can a leader do to maximize both purpose and profit? Benefit both shareholders and society?
Learn more from Alex Edmans, author of Grow the Pie: How Great Companies Deliver both Purpose and Profit.

In collaboration with the Canadian Sustainable Finance Network.

  • Live broadcast
  • Presentation
  • Audience questions welcome

Alex Edmans, Professor, London Business School

Alex Edmans is Professor of Finance at London Business School and Academic Director of the Centre for Corporate Governance.  He has a PhD in Finance from MIT Sloan as a Fulbright Scholar and was previously a tenured professor at Wharton. He is Managing Editor of the Review of Finance and Associate Editor of the Journal of Financial Economics. Alex has spoken at the World Economic Forum in Davos, testified in the UK Parliament, and given the TED talk What to Trust in a Post-Truth World and the TEDx talk The Social Responsibility of Business with a combined 2.4 million views. Alex’s book, Grow the Pie: How Great Companies Deliver Both Purpose and Profit was named to the Financial Times Business Books of the Year for 2020. He has become a co-author of “Principles of Corporate Finance” with Brealey, Myers and Allen, for the upcoming 14th edition to be published in 2022.

Jim Dewald, Dean, Haskayne School of Business

Jim Dewald is the dean of the Haskayne School of Business and a professor in the strategy and entrepreneurship. A business leader who can provide an effective bridge between strategy theory and on-the-ground practice, his research interests are related to the micro-foundations of strategy formulation and implementation. Specifically, his work has contributed to the constructs of cognitive resilience, entrepreneurial thinking and strategic response to disruptive innovations, most specifically business model innovations.

Jim holds a BSc in civil engineering and MBA from the University of Alberta, and a PhD in strategy and global management from the University of Calgary. Prior to entering academia, he was active in the Calgary business community as the CEO of two major real estate development companies and a leading local engineering consulting practice, and president of a tech-based international real estate brokerage company. Currently, Jim sits on the board of Boardwalk REIT, and the West Campus Development Trust.

10:30 - 11:45 am MST | 9:30 - 10:45 am PST | 12:30 - 1:45 pm EST

Social EnterPrize Awards & Semi-finalist Panel

The Social EnterPrize is a biennial award celebrating Canada’s best social enterprises. Recipients demonstrate best practices, impact, and innovation in social enterprise. Join us to cheer on this year's recipient. A panel of semi-finalists will share their unique ventures. Audience members will also have a chance to vote on which semi-finalist will receive the $25,000 POPular choice award. Then all four will share their unique ventures.

Watch for announcements in the coming weeks! The Social EnterPrize Recipient will be announced on October 12. On October 19th, we will find out the finalists for What’s Next YYC.

  • Live broadcast
  • Presentation
  • Live voting
  • Q & A with Moderator
  • Audience questions welcome 

Aisle International

Menstrual health may seem like an unexpected point of inspiration for a social enterprise, but Vancouver-based Aisle (formerly Lunapads) saw a powerful opportunity to impact not only sustainability but also social justice. Co-founders Madeleine Shaw and Suzanne Siemens set out to create a world-class collection of washable pads, period underwear, and menstrual cups in 1993. In 2000 they began a practice of donating products and funds to fight period poverty. Aisle became a certified B Corporation in 2012 and in 2020 became the first period care company to complete a comprehensive Life Cycle Analysis (LCA) of their products. Thanks to their efforts, over 30,000 individuals have been supported with product donations and over 250 million disposable pads and tampons have been diverted from landfills and waterways. Today Aisle continues to be a world leader at the forefront of menstrual equity for people of all sizes and genders.

LivingWorks Education Inc.

We imagine a world where people with suicide thoughts or experiences are both less alone and well supported to keep safe and find hope.

We are an Alberta story of a social enterprise that started small and has grown to have global impact.

LivingWorks, as a social enterprise, has been able to keep the purpose and mission as the top priority without losing sight of the business principles that ensure our success and sustainability.

We inspire people to believe that they can play a role in addressing suicide. People with suicide thoughts and experiences may be encountered by anyone, at any time, in any culture, and in diverse settings. Being prepared to respond is a shared responsibility of the whole community.
 

AccessNow

AccessNow is the go-to resource for accessibility information. A mobile connect platform, AccessNow empowers people of all abilities to discover and review accessible places, make better decisions and remove barriers around the world. Every review added to the platform is one more instance of advocacy, one more experience that highlights accessibility for all. A Toronto based social enterprise, AccessNow is building an inclusive worldwide community passionate about change.
 

Alinker Inventions Inc.

The Alinker is a non-motorized three-wheeled walking-bike without pedals. It is not a technical solution for a body with a problem (what we have), but the Alinker is designed for who we are, active and engaged people who want to stay active regardless of mobility challenges. The Alinker company is built to create access to health, by building access to mobility, community and healthy food. 

Jocelyne Daw

Jocelyne Daw is a recognized innovator and leading expert in social purpose, community engagement and the evolution of authentic multiple- sector partnerships to drive innovation and positive social change. As the Founder and CEO of JS Daw & Associates, Jocelyne heads a practice that guides leading organizations in designing innovative and measurable community impact strategies and partnerships. She is an Accredited Partnership Broker and Authorized Practitioner Partnership trainer.

Jeff Loomis, Momentum/AB SEED Steering Committee

Jeff has worked at Momentum for over 12 years (7 as Executive Director) - a change-making organization that combines social and economic strategies to reduce poverty in Calgary. Momentum partners with people living on lower-incomes to get good jobs, create their own job through self-employment, and save money to build their assets. They work with governments and local businesses to create a more inclusive local economy. Momentum was recognized as a social innovation leader by the United Way of Calgary and CCVO.

Jeff graduated with his Bachelor of Arts degree and Master’s Degree in Environmental Design at the U of C, Certificate in Non-Profit Management from Mount Royal University, After meeting in university as members of the men’s and women’s basketball teams at the University of Calgary, Jeff and his wife are now proud parents of a teenager, pre-teen and toddler who are all full of positive energy.  

12 - 1 pm MST | 11 am - 12 pm PST | 2 - 3 pm EST

ESG & Sustainable Investing. Deadly Distractions? | Fireside Chat with Tariq Fancy

We are hearing a lot about ESG, but is this really an appropriate measure of environmental and social progress? Does it help to achieve a more equitable future? Hear from Tariq Fancy, former CIO for sustainability investing at BlackRock capital for his perspectives on how financial measures can build a better future.  

In collaboration with the Canadian Sustainable Finance Network.

Pre-recorded presentation specifically for Pivot on Purpose Summit

Tariq Fancy, Founder, Rumie; former CIO, BlackRock Capital

Tariq Fancy previously served as the Chief Investment Officer for Sustainable Investing at BlackRock in 2018 and 2019, where he was responsible for the integration of environmental, social and governance (ESG) considerations across the investment activities of the world’s largest asset manager.

He currently serves as CEO of Rumie, an education technology non-profit that he originally founded in 2013. Rumie uses innovative and free mobile-based microlearning to close learning gaps and today reaches learners in over 200 countries, including allowing Afghan women and girls to learn safely from anywhere in local languages through mobile phones. Rumie is a graduate of Y-Combinator and is the subject of business school case studies by INSEAD and Harvard Business School.

Dr. Yrjo Koskinen, PhD, Associate Dean of Research and Business Impact & BMO Professor of Sustainable and Transition Finance, Haskayne School of Business

Dr. Yrjo Koskinen, PhD has focused his research in sustainable finance and corporate finance and governance. Currently he is exploring environmental, social and governance (ESG) issues and their impact on firm performance and risk, and the effects of limited liability on corporations.

Prior to his academic career, Yrjo worked as a financial journalist and as an economist at the Bank of Finland. He was also faculty at the Stockholm School of Economics, Boston University’s Questrom School of Business and the Wharton School of the University of Pennsylvania.

Yrjo currently serves on the advisory board of the Institute of Sustainable Finance at Queen’s University and the steering committee for the Canadian Sustainable Finance Network.

1 - 2:30 pm MST | 12 - 1:30 pm PST | 3 - 4:30 pm EST

Workshop on Stakeholder Capitalism with R. Edward Freeman

The case for a stakeholder approach is growing, but how do you actually do it? Learn from the person many regard as the founder of stakeholder capitalism, R. Edward Freeman.

  • Live broadcast
  • Presentation
  • Q & A with Moderator
  • Audience questions welcome

Ed Freeman, Professor, Darden Graduate School of Business Administration

R. Edward “Ed” Freeman is a prolific educator, consultant, and speaker, best known for his work on the topics of Stakeholder Management and Business Ethics. He also teaches Leading with Meaning, helping organizations create a culture that brings out the best in everyone.
Freeman is perhaps best known for his award winning book, Strategic Management: A Stakeholder Approach, first published in 1984 and reissued in 2010 by Cambridge University Press. It is a landmark book, said to have helped to define and shape our understanding of how good management practice really is based on relationships—relationships with the stakeholders who both comprise and affect or are affected by the business.
In addition to several books he has authored, Ed was an editor of the 15 volume Ruffin Series in Business Ethics published by Oxford University Press. He is the co-editor with Mette Morsing and Jeremy Moon of the new series, Business, Society and Value Creation, published by Cambridge University Press, which currently contains ten volumes.

Alice de Koning, PhD, Academic Director, Hunter Hub for Entrepreneurial Thinking, and  Teaching Professor, Haskayne School of Business

Alice de Koning, PhD, is the Academic Director of the Hunter Hub for Entrepreneurial Thinking, and a Teaching Professor at Haskayne School of Business. Alice graduated from INSEAD (PhD) and the Ivey School of Business (MBA), and she was previously on the faculty at Bertolon School of Business, Salem State University, J. Mack Robinson College of Business, Georgia State University, and Stockholm School of Economics, and has spent time as a visiting scholar at Boston University and The Wharton School, University of Pennsylvania. Her research considers how social and institutional contexts affect entrepreneurial cognition and opportunity recognition. Her current projects include metaphors for entrepreneurship in public discourse, opportunity identification by entrepreneurs and in entrepreneurial companies, business models for social impact, and the impact of experiential learning methodologies.

3 - 4:30 pm MST | 2 - 3:30 pm PST | 5 - 6:30 pm EST

Ask Me Anything about Social Entrepreneurship

Ask Me Anything about Social Entrepreneurship is a webinar whose sole purpose is to answer social entrepreneurship questions from the audience. To that end, we have assembled a team of experienced professionals who will be available to answer your questions (or help you find the resource you are looking for).

Jordana Armstrong, Associate Director, Clinical & Social Innovation, Innovate Calgary

As the Associate Director for Social and Clinical Innovation, Jordana leads Innovate Calgary’s social innovation portfolio. She helps provide strategic direction for researchers and entrepreneurs who seek to use market approaches to achieve impact within the communities they serve. Jordana also leads Innovate Calgary’s social entrepreneur programming and spearheads the UCeed Social Impact Fund. She is committed to seeing capital work differently and embraces the principles of radical generosity (SheEO) and is a member of Local Investing YYC, SheEO activator.

Expertise and background:

  • BA (Joint Honours), Political Science and Economic Development, McGill University
  • Director, Artistri Sud, Montreal, South America
  • Operations Manager, American Eagle Outfitters, Edmonton
  • Co-Founder, Seeds of Conscious Capitalism, Montreal
  • Emerging Markets Fellow, BioLite, New York

 

Jane Bisbee, Executive Director, Social Enterprise Fund

Jane Bisbee is the Executive Director of the Social Enterprise Fund, a collaborative initiative of the City of Edmonton and the Edmonton Community Foundation.

A journalist by trade with a Bachelor’s degree in Journalism from Carleton University, Jane has experience in the Canadian book and magazine publishing industries, newspaper and radio reporting and documentary film. A special focus of her career has been the creation of non-traditional funding mechanisms for small business, in particular cultural industries, through work with the Association of Canadian Publishers, the Alberta Motion Picture Industries Association and the Province of Alberta.  As a freelance intellectual property developer, she has partnered with clients including the National Film Board of Canada, the Ontario Media Development Corporation, the Canada Media Fund, the Saskatchewan Arts Board and the Independent Production Fund. She was presented with a lifetime achievement award in 2006 by Alberta’s film industry.

When she has spare time, Jane is a bookbinder and paper maker, a spinner and weaver and historic re-enactor.

 

Brittni Kerluke, Manager of Capacity Building, Trico Charitable Foundation

Prior to joining the Trico Charitable Foundation in 2012, Brittni graduated from the University of Calgary in 2011 with a M.A. degree in Sociology focused on the well-being of urban Indigenous populations and was involved in a number of community –based research projects within Alberta. Through her work with the Trico Charitable Foundation, which seeks to close gaps in society by provoking innovation and building capacity in social entrepreneurship, Brittni is keenly involved in the Calgary non-profit sector and the social entrepreneurship movement. She leads the Alberta Social Entrepreneurship Support System (A.S.E.S.S.) program, which builds capacity in Alberta-based organizations looking to develop or scale a social enterprise through workshops, tools, coaching and funding.

 

Dan Overall, Executive Director, Trico Charitable Foundation

Dan is Executive Director of the Trico Charitable Foundation, which seeks to leverage social entrepreneurship to reimagine how we can use the power of business models to close gaps in society. His highlights as E.D. include overseeing Canada’s hosting of the Social Enterprise World Forum in 2013 (over 1,000 attendees from over 30 countries and over 100 speakers); organizing the first official “social entrepreneurship day” in Calgary in 2016; overseeing the funding of key social enterprise infrastructure projects like the Changemakers Studio at Mount Royal University and the Social Entrepreneurship Centre at Haskayne; and  publishing numerous case studies and blogs on social entrepreneurship.       

Prior to Trico, Dan served as Director of Policy and Communications for the Manitoba Chambers of Commerce (MCC). In that capacity he was an early adopter of CSR, shared value, and cluster theory; redesigned the MCC to focus on community values as well as entrepreneurial spirit; and oversaw the MCC’s participation in the anti-poverty campaigns ‘Raise the Rates’ and ‘Make Poverty History.’

 

Christine Spottiswood, AB SEED (Alberta Social Economy Ecosystem Development)

Christine has been working in the not-for-profit and small business sectors for the better part of 15 years, with a formal background in accounting and strategic measurement, and an informal background in strategy and broad thinking.  She brings to the table a range of skills from writing, to data analysis, to relationship development, to challenging the status quo.

Her management style focuses on creating space for people and ideas to grow and flourish, and she is eager to bring that approach to ecosystem development.

AB Seed (Alberta Social Economy Ecosystem Development) is a collaborative of social enterprise and social finance leaders seeking to develop a strong social economic ecosystem in Alberta.

9 am - 4 pm MST | 8 am - 3 pm PST | 11 am - 6 pm EST

Case Competition and Social Entrepreneur Student Panel

Eden Full Goh, Mobot

Eden Full Goh is the Founder and CEO of Mobot, a mobile app testing solution powered by human-supervised, mechanical robots. Mobot’s 17-person team is backed by Primary Venture Partners, Newark Venture Partners, Bling Capital, RRE Ventures and Y Combinator (W19). Previously, Eden built products that spanned the energy, healthcare and government sectors at Palantir Technologies and Butterfly Network. Before dropping out to accept a Thiel Fellowship, she studied Mechanical Engineering and Computer Science at Princeton University. A daughter of brave refugees, Eden is proud to be Chinese-Canadian, born and raised in Calgary, Alberta. She founded SunSaluter, a global non-profit that has deployed an open-source solar panel tracker design in 19 countries, impacting 17,000+ people.

About Mobot: Mobot's mobile-centric solution to product development and quality assurance enables software engineering teams to ship faster and with more confidence. The team was inspired to build Mobot because they experienced firsthand how challenging it can be to build mobile app products. Building for the mobile experience requires thinking outside of the box to develop different tools and processes.

They believe in applying the same principles to building our company and team culture.


Paul Shumlich, Deepwater Farms

Paul Shumlich is the founder and CEO of Deepwater Farms. Deepwater Farms is an agricultural technology company specializing in controlled environment agriculture farming technology as well land based recirculating aquaculture. Deepwater Farms is also Alberta’s leading producer of baby greens and sea bass. They supply Calgary Co-op, Safeway, Sobeys, Community Natural Foods, Blush Lane Market, among others and over 100 restaurants across the province. They grow more than 100 tonnes of produce and fish per year.

About Deepwater Farms: We want to change the way Canadians eat by providing fresh food all year round. To do this, we’re going to expand the farm vertically and improve the growth rates of the plants and fish in the system. When this farm is complete, it will produce more than 2 tons of leafy greens each week, as well as 500 pounds of fish.


Emily Bland, SucSeed

About SucSeed: SucSeed first sprouted from Enactus Memorial, a team of student leaders who use the power of social entrepreneurship to create social action - at home and around the world. With international awards under their belts and more growth than a group of student volunteers could sustain, Emily Bland, Founder and SeedEO had the idea to transition SucSeed from a project to a business. Working with expert agriculturists and engineers, they developed a small-scale hydroponic system -- a soilless, nutrient-filled plant incubator -- to help struggling communities. Their hydroponic systems are feeding the future of Canada’s north and fighting food insecurity.

Patrick Chiu, NU Board

Patrick is a real estate professional who oversees and operates a real estate portfolio consisting of Residential Leasing, Commercial Leasing, Senior Living Leasing, and Opportunistic Investments. Being part of the Trico Group, Patrick is also involved with the Trico Charitable Foundation. His involvement has been working on the NU Community Board that provides funding and support to student social entrepreneurs and emerging leaders in the social impact space.

SmartICE is a community-based Work Integrated Social Enterprise (WISE) offering climate change adaptation tools and services that integrate Inuit knowledge of sea ice with monitoring technology. Their information contributes to more informed decisions for safer sea ice travel and supports community economic development such as outfitting and fisheries. By augmenting local knowledge and supporting traditional sea ice use, SmartICE also promotes Inuit culture, intergenerational learning, and community wellbeing.

Watch this video about SmartICE