Tina Langlois, Ashleigh Newlin, Marissa Semple and Sandra Smith will attend this dynamic workshop designed specifically for women in all areas of employee ownership! This inaugural event is focused on cultivating the professional and leadership development of women in employee ownership, fostering holistic personal growth, and building a vibrant, supportive community.
Chartwell is a proud sponsor of this event!
Tina Langlois will present “Strategic Levers: Impact on Share Value & Releveraging Deep Dive” at this Mastering ESOP Repurchase Obligation Workshop designed specifically for CFOs, finance directors, controllers, and other senior finance professionals.
Chartwell is a proud sponsor of this event!
Join us at this national conference focused on employee ownership, where our ESOP leaders will address important topics throughout the event.
Monday, April 6 (Preconference)
- Ryan Graham, Matt Keene, and Amanda Strickler – Sustainability Workshop: How Do You Compare? (1:30pm)
Tuesday, April 7
- Greg Fresh – Taylor Guitars: Making Employee Ownership Work the Taylor Way (8:50am)
- Tina Langlois – The Power of Why: Making Intentional ESOP Decisions (10:00am)
- Rachel Simon – Ownership-Driven Rewards: Structuring Compensation and Benefits to Motive Every Level (11:30am)
Wednesday, April 8
- Jim Massey – Leadership Through the ESOP Life Cycle: Emerging Issues at Every Stage (1:10pm)
- John Murphy – Managing Repurchase Obligations For a Mature ESOP (2:45pm)
- Ashleigh Newlin – Pairing Investment Policy & Sustainability Studies for Long-Term Success (1:10pm)
Thursday, April 9
- Ryan Rassin – Current State of Debt Capital Markets: Implications for ESOP Companies (11:00am)
Additional Attendees
- Consulting – Chris Staloch, Lucas Pelner
- Corporate Finance – Wil Becker, Dan Kaczmarek, Matt Ewing, Matt Dennison, Austin Piech
- Valuation – Tim Lang, Matt Schubring, Josh Graff, Sandra Smith, Brady Finney, Jim Massey
Leadership Lounge
Chartwell is excited to sponsor the leadership lounge for the fifth year! Join us for this invite-only experience offering a carefully curated environment where senior executives can connect, collaborate, and recharge. Enjoy premium amenities, intimate networking opportunities, and a refined space designed specifically for the unique needs of employee ownership leaders.
Contact Lindsey Reilly to learn more about our invite-only roundtable sessions!
Chartwell is a proud sponsor of this event!
Matt Dennison will present “Plan Design & Operations” at this seminar for business owners considering an ESOP as a succession strategy, where ESOP experts and advisors will provide insights on structuring transactions, tax implications, and the operational realities of employee ownership.
Chartwell is a proud sponsor of this event!
Tina Langlois and Ashleigh Newlin will host a preforum workshop about “Navigating Your Path to ESOP Sustainability” during this gathering of employee owners and ESOP industry experts. Matt Ewing, Ryan Graham, Matt Schubring, Chris Staloch, Amanda Strickler, and Lindsey Reilly will also attend.