Event Category: NCEO

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 29

• Tina Langlois & Ashleigh Newlin – An Integrated Approach to Sustainable ESOP Ownership (Preconference)
• Chris Staloch – How to Communicate with Stakeholders from the CFO Perspective (3:45pm)
• Wil Becker – Advantages ESOPs Have in Acquisitions (3:45pm)

Tuesday, April 30

• Collin Mayer – The CFO and the Board: Keys to a Strong and Effective Relationship (10:00am)
• Greg Fresh & Matt Ewing – Developing Trends: Private Capital Investments in ESOP-Owned Companies (2:45pm)
• Matt Keene & Katie Lind – ESOP Company Executive Compensation: Is It Different? (4:00pm)

Wednesday, May 1

• Dan Kaczmarek – Debt Trends & Capital Markets Update (10:00am)
• Ryan Graham – Thriving Through Time: Overcoming Benefit Level Hurdles in ESOP Maturity (11:15am)

Additional attendees: Michael Coppa, Steve Nelson, Chris Ham, Matt Dennison, Michael Fischer, Dan Uitti, Brittany Funk, Leah Prescott

Chartwell Leadership Lounge

Join us in the Leadership Lounge – your executive oasis! The Leadership Lounge is a place where executives and C-suite employee-owners can network and learn from each other while enjoying extra amenities such as premium beverage and food offerings, massage therapist, and more!

Contact Lindsey Reilly with questions about the Leadership Lounge!

Chartwell is a proud sponsor of this event!

Steve Nelson will host a lunch roundtable about “SARs & Warrants” at this sold-out seminar for business owners interested in implementing an ESOP. Topics to be covered include valuation, financing, legal issues, plan design, issues for selling shareholders, and communication of ownership culture.

Chartwell is a proud sponsor of this event!

Competitive executive compensation is necessary to retain and recruit the executive talent you need to lead your ESOP-owned company. A compensation study will give you insight into competitive market practices.  What does an executive compensation study entail? How often should you conduct a study? What data sources do you consider and why?

Join Katie Lind for this presentation, where they will address these questions, the circumstances which may lead you to conduct a compensation review and discuss best practices for ongoing assessment of executive compensation.

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

Chartwell is a proud sponsor of this event!

Join us at this annual event hosted by the National Center for Employee Ownership, where our experts will present several sessions focused on important ownership and finance topics.

• Matt Keene & Ashleigh Newlin – Ownership: The Great Balancing Act (9/18 at 9:00am)
• Dan Kaczmarek – Acquisition Capital for ESOP Companies (9/19 at 3:15pm)
• Ryan Graham – Balancing Act: Meeting Repurchase Obligations When Cash Flow Falls Short (9/20 at 10:45am)