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: Other

Cooper Butler, Matt Dennison and Stacy Voves will attend this networking event for leading deal professionals in the M&A community.


Faegre Drinker Biddle & Reath, also known as Faegre Drinker, is a full-service international law firm and one of the 100 largest law firms in the United States.

Join Matt Keene at this annual conference dedicated to advancing excellence in private company board governance. This highly anticipated event brings together a high caliber community of private company owners, board directors, and C-suite executives from across the nation.

The Private Directors Association (PDA) is devoted to enhancing the growth and sustainability of private companies through effective board governance.

Greg Fresh will present “Using Your ESOP to Finance Acquisitions” at this annual conference hosted by the Iowa Center for Employee Ownership bringing together business leaders, employee owners, service providers, researchers, students, and advocates committed to expanding employee ownership.


The Iowa Center for Employee Ownership (IA-CEO) is focused on education, resources, and support on all forms of employee ownership.

Chartwell is a proud sponsor of this event!

Rachel Simon will co-facilitate this 60-minute PDA interactive session which is designed around the executive compensation questions and decisions private and ESOP company directors are navigating in reality, and uses real pay practices data to pressure-test common assumptions. Currently seated paid private company board members should attend. Space is limited to 30 attendees. Click below to learn more and register for this event.

The Private Directors Association (PDA) is devoted to enhancing the growth and sustainability of private companies through effective board governance.

Chartwell is a proud sponsor of this event!

Rachel Simon will attend this webinar overviewing results from the recently released 2026 Private Company Compensation & Governance Survey. The survey covers all aspects of private company board compensation, as well as board workloads, size, and leadership and committee structures. 

The Private Directors Association (PDA) is devoted to enhancing the growth and sustainability of private companies through effective board governance.

Chartwell is a proud sponsor of this event!

Ashleigh Newlin will present “Strategies for Long-Term ESOP Sustainability: Distributions, Segregation, and Diversification” and Cory Melnick will discuss “Employee Value from Performance to Paycheck to Payout – ESOP Wealth!” at this annual conference for members of the Vermont Employee Ownership Center.

Connect with Rachel Flaskey at the Medtech MVP Venture & Partnering Conference where medtech leaders, investors, and executives come together to tackle business commercialization, investment, and growth.

Join Rachel Flaskey at the MBAC+ Immerse event for senior finance professionals and CPAs working in business and finance.

Chartwell is a proud sponsor of this event!

Tina Langlois will present “Connecting the Dots: Distribution Policy and Repurchase Strategy in ESOPs” and Amanda Strickler will answer “Taking the Helm: What Every New ESOP Leader Needs to Know” at this annual conference focused on employee ownership.

So, your transaction has closed, and your ESOP is up and running. What will it take to assure that the program is operated correctly, effectively, and efficiently? Nick Braun will participate in this management education course for leadership teams at companies that have just implemented a new ESOP or those  who have just recently joined a company that has an existing ESOP.

Course topics:

  • ESOP Administration & Audit
  • Organizational Development & Accounting Requirements
  • Company Valuation Update, Credit Facilities & Cash Management
  • ESOP Communications
  • ESOP Governance & Legal Aspects
  • Repurchase Obligation & Sustainability


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