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

Chartwell is a proud sponsor of this event!

Rachel Simon will participate in 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

Rachel Flaskey will present “ASC 805 in Action: A Case Study Exploration of Purchase Price Allocation” at this event for business valuation professionals. Dan Uitti will also attend.

Network with Ryan Rassin at this event for M&A professionals looking to connect with potential deal partners in the private debt space.

Joe Skorczewski will present “Ownership Transition: What Path is Right for your Journey?” at this annual conference for larger AE firms hosted by the Design Professionals Risk Control Group.


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