Chartwell is excited to announce the launch of our Interim Leadership practice, where we bring the talent companies need to execute financial initiatives that support sustainable growth and value creation.

Event Category: NCEO

Chartwell is a proud sponsor of this event!

Tina Langlois and Lucas Pelner will recap the highlights of our workshop at the NCEO Forum and provide a refresher on key insights from ESOP company leaders, including:

  • Why ESOP companies are structurally different from non-ESOP peers—and why that matters when evaluating benefit levels.
  • The common drivers of elevated benefit levels, including equity value growth, payroll dynamics, and ownership maturation.
  • Practical strategies for when action is needed—and a framework for knowing when it isn’t.


The National Center for Employee Ownership (NCEO) helps people make smart decisions about employee ownership, with everything from reliable information on technical issues to inspiration for companies seeking to reach the full potential of employee ownership.

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 to be the Title Sponsor of this event!

Join us for one of the most practical, hands-on ESOP finance events of the year! Part of the NCEO Ownership in Action Series, this two-day workshop is built specifically for CFOs, finance directors, controllers, and senior finance professionals who want to move beyond theory and discover real tools they can put to work immediately.

Through small group discussions, case studies, and dedicated networking, you’ll gain practical, real-world experience, and leave with renewed confidence in managing your repurchase obligation.

Hear Directly from Chartwell’s Experts:

The National Center for Employee Ownership (NCEO) has a mission to help employee ownership thrive through research, education, and networking events across the country.

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)

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)
  • Matt Keene – Should We Do That? Best Practices for ESOP Company Boards (11:30am)
  • Rachel Simon – Ownership-Driven Rewards: Structuring Compensation & 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)
  • Ashleigh Newlin – Pairing Investment Policy & Sustainability Studies for Long-Term Success (1:10pm)
  • John Murphy – Managing Repurchase Obligations For a Mature ESOP (2:45pm)

Thursday, April 9

  • Ryan Rassin – Current State of Debt Capital Markets: Implications for ESOP Companies (11:00am)

Additional Attendees

Leadership Lounge

Chartwell is excited to sponsor the leadership lounge for its fifth year! This exclusive experience offers 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!

Ryan Graham and Amanda Strickler will recap the highlights of our workshop at the NCEO Annual Preconference and provide a refresher on key insights for ESOP company leaders, including:

  • Predictive dashboard metrics that can signal strains on sustainability or growth
  • Factors that significantly impact ESOP sustainability: corporate growth strategy, compensation philosophy, ownership philosophy, and managing the repurchase obligation
  • How ESOP companies are building knowledge that carries forward to successive generations of leadership

This webinar is limited to NCEO members and is free to attend.

Chartwell is a proud sponsor of this event!

Join us at this immersive learning experience with hands-on workshops designed to equip you with practical strategies for navigating today’s economic landscape and driving ownership success. Chartwell’s ESOP experts will address important topics throughout the event.

Wednesday, August 26

Thursday, August 27

Friday, August 28

  • Sandra Smith – Financial Statement Red Flags: What Lenders and Trustees Look for in ESOP Companies (9:00am)

While you’re there, connect with the rest of the Chartwell team: Matt Ewing, Ryan Graham, Matt Schubring, and Chris Staloch.

The National Center for Employee Ownership (NCEO) helps people make smart decisions about employee ownership, with everything from reliable information on technical issues to inspiration for companies seeking to reach the full potential of employee ownership.


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