Event Category: Other

Chartwell is a proud sponsor of this event!

This annual conference features a mix of speakers from varied backgrounds, 20-plus breakout sessions in topics such as: Legal and Technical, Governance, Leadership, and Best Practices (and more), and several networking opportunities to build your connections in the Employee Ownership space.

While attending, you won’t want to miss these sessions:
Tina Langlois “Connecting the Dots: Distribution Policy and Repurchase Strategy in ESOPs”
Amanda Strickler “Taking the Helm: What Every New ESOP Leader Needs to Know”

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.

Chartwell is a proud sponsor of this event!

Matt Clark will play in this annual golf tournament supporting All For Kids, a leader in child abuse prevention and treatment for 120 years. Run by a committee of senior executives, partners, and directors of Los Angeles’ business community, the tournament has raised more than $10 million since its inception.

Chartwell is excited to partner with our client Taylor Guitars to donate a GS Mini guitar to the event’s coveted silent auction.

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.

Dan Uitti will attend this event for forensic accounting and valuation professionals.

Jeff Anderson will present “How To Build Your Career” at this virtual event focusing on cultivating critical competencies beyond valuation, empowering business valuation professionals to thrive in today’s dynamic and competitive marketplace.

Nick Braun will present “Advanced ESOP Topics” and Ashleigh Newlin will discuss “Releveraging Transactions & Sustainability” at this engaging online day of learning, networking, and expert insights on critical topics in the world of ESOPs.