Event Category: TEA

Chartwell is a proud sponsor of this event!

Our ESOP experts will present several important topics during this premier conference focused on employee ownership.

Thursday, May 9

• Matt Dennison – Accelerating Growth Through M&A (11:15am)
• Ashleigh Newlin – How Should ESOP Companies Approach Executive Compensation? (11:15am)
• Will Bloom – Capital Market Trends & Updates (4:15pm)
• Tina Langlois – Setting (or Resetting) Distribution Policy (4:15pm)

Additional attendees: Ryan Graham, Chris Ham, Matt Keene, Tim Lang, Matt Schubring, Chris Staloch

Chartwell is a proud sponsor of this event!

Richard Joseph will present about Administration Committees at this meeting for members of the Rocky Mountain chapter of The ESOP Association.

Chartwell is a proud sponsor of this event!

Jeff Anderson will present “Valuation Basics” and Tim Lang will present “Top Questions Board Members & Management Should Be Asking About Their ESOP” at this conference and roundtable event for members of the Texas/Oklahoma chapter of The ESOP Association.

Chartwell is a proud sponsor of this event!

Richard Joseph will present ESOP 101 at this meeting for members of the Rocky Mountain chapter of The ESOP Association.

Join team Chartwell at this collaborative meeting designed exclusively for high-level professionals who provide technical, financial, and legal assistance to ESOP companies.

Chartwell is a proud sponsor of this event!

Our leading ESOP experts will present about trending topics at this premier conference focused on the competitive advantages of employee ownership.

Thursday, November 14

• Ashleigh Newlin – How Should ESOP Companies Approach Executive Compensation? (4:30pm)

Friday, November 15

• Tim Cleary – Art of the Possible: Sophisticated Sustainability Considerations (8:00am)
• Tim Lang – Current Valuation Issues For ESOPs (8:00am)

Connect with the Chartwell team at booth #23 in the exhibitor pavilion!

Consulting Attendees:

Michael Fischer, Ryan Graham, Tina Langlois, Chris Staloch

Corporate Finance Attendees:

Wil Becker, Will Bloom, Matt Dennison, Matt Ewing, Greg Fresh, Dan Kaczmarek, Will Rehnberg

Valuation Attendees:

Nick Aberle, Jeff Anderson, Nick Braun, Josh Graff, Chris Ham, Adam Hijazi, Olivia Kowalski, Steve Nelson, Matt Schubring

Chartwell is a proud sponsor of this event!

Join Tina Langlois and Michael Fischer at this collaborative regional chapter event hosted by the Indiana, Michigan, and Ohio/Kentucky Chapters of The ESOP Association.  Tina will give a presentation on “A Proactive Approach to ESOP Valuation & Repurchase Obligation.”

Chartwell is a proud sponsor of this event!

Connect with our ESOP experts at this collaborative regional event hosted by the Heart of America, Illinois, Iowa/Nebraska, Minnesota/Dakotas, and Wisconsin chapters of The ESOP Association.

• Tina Langlois – A Deep Dive into ESOP Releveraging: Rationale, Considerations, Alternatives and the Central States Litigation (9/19 at 11:05am)
• Matt Schubring – ESOPs as an Acquisition Vehicle (9/19 at 1:45pm)
• Katie Lind – Introduction to Executive Compensation for ESOP Companies (9/20 at 9:40am)

Michael Fischer, Josh Graff, and Lindsey Reilly will also attend.

Chartwell is a proud sponsor of this event!

Join Tina Langlois and Adam Hijazi at this event for members of the Hawaii chapter of The ESOP Association. Tina will present three breakout sessions:

• Plan Design and Funding Strategy throughout the ESOP Lifecycle
• Setting (or Resetting) Distribution Policy
• Mature ESOP Issues & Strategies