Event Category: TEA

Chartwell is a proud sponsor of this event!

Tim Lang will present “ESOP Distribution: From Policy to Sustainability” and Matt Schubring will be a panelist at this collaborative regional event hosted by the Heart of America, Illinois, Iowa/Nebraska, Minnesota/Dakotas, and Wisconsin chapters of The ESOP Association.

Connect with Lindsey Reilly at the Chartwell booth and our team of ESOP experts throughout the event!

• Consulting – Ryan Graham, Michael Fischer, Rachel Simon
• Corporate Finance – Dan Kaczmarek, Matt Dennison, Matt Ewing, Will Rehnberg
• Valuation – Josh Graff, Luke Jaeger

Mack Rosman and John Hooker will play in this annual golf tournament for members of the Illinois chapter of The ESOP Association.

Chartwell is a proud sponsor of this event!

Matt Schubring and Mady Sheets will attend this event for members of the Minnesota/Dakotas chapter of The ESOP Association. Join ESOP leaders, professionals, and employee owners from across the region for a full day of insights, connection, and practical learning.

Join us at this national conference focused on employee ownership including the latest trends and best practices to strengthen company performance. Don’t miss our ESOP experts present on important topics during the event!

Thursday, May 7

• Dan Kaczmarek – Capital Options for ESOP Companies (11:10am)
• Tina Langlois – Maturing ESOPs: Balancing Sustainability, Growth, and Governance (4:20pm)

Friday, May 8

• Tim Lang – ESOP Distribution: From Policy to Sustainability (9:10am)
• Tina Langlois – Managing Repurchase Obligations for a Mature ESOP (10:30am)

Additional Attendees

• Consulting – Chris Staloch
• Corporate Finance – Matt Ewing, Greg Fresh
• Valuation – Cory Melnick, Matt Schubring

Connect with Marissa Semple and Matt Berkner at this educational and networking event for members of the Rocky Mountain chapter of The ESOP Association.

Chartwell is a proud sponsor of this event!

Sam Callen, Scott Fudenberg, Ian Johnson, Michael Mason, Samuel Newcomb, Martin Ormberg, Lindsey Reilly, Isabelle Gaudion, Sam Schiller and Jakob Zweber will attend this educational and networking event for members of the Minnesota/Dakotas chapter of The ESOP Association

Jeff Anderson will present “Unlocking Value: A Comprehensive Guide to Annual ESOP Valuations” at this educational and networking event for members of the Texas/Oklahoma chapter of The ESOP Association. Jim Massey, Marissa Semple, and Jordan Hamaker will also attend.

Chartwell is a proud sponsor of this event!

Adam Hijazi will present on Introduction to ESOPs at this meeting for members of the Rocky Mountain chapter of The ESOP Association.

Chartwell is a proud sponsor of this event!

Ryan Graham, Sam Callen, and Sam Schiller will attend this networking event featuring a member showcase and gold tournament for members of the Wisconsin chapter of The ESOP Association.