Event Category: NCEO

Chartwell is a proud sponsor of this event!

At this Employee Ownership event of over 500 attendees, you will engage with practitioners, thought leaders, and fellow NCEO members who’ve likely faced similar questions at their organizations. While you’re there, connect with the following Chartwell team members: Matt Ewing, Ryan Graham, Macee Redman, Lindsey Reilly, Matt Schubring and Chris Staloch.

You won’t want to miss these sessions:

Dan Kaczmarek (Corporate Finance) – 8/27 @ 3:15 pm – “Latest Trends in Capital Markets”
Tim Lang (Valuation) – 8/26 @ 3:05 pm- “Navigating a Second-Stage ESOP Transaction”
Tina Langlois (Consulting) – 8/26 @ 9:00 am – “Busting the Benefit Level Myth: What ‘Too High’ Really Means for Your ESOP”
Matt Martin (Consulting) – 8/26 @ 3:05 pm – “Trends in Executive Compensation or Best Practices in Executive Compensation”
Ashleigh Newlin (Consulting) – 8/26 @ 9:00 am – “Busting the Benefit Level Myth: What ‘Too High’ Really Means for Your ESOP”
Sandra Smith (Valuation) – 8/28 @ 9:00 am – “Financial Statement Red Flags: What Lenders and Trustees Look for in ESOP Companies”

The National Center for Employee Ownership (NCEO) is a prominent 501(c)(3) nonprofit research and membership organization dedicated to making employee ownership thrive. 

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)
• 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

• 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 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!

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.