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.
Richard Joseph will present ESOP 101 at this meeting for members of the Rocky Mountain chapter of The ESOP Association.
Ryan Graham will present “Thriving Through Time: Overcoming Benefit Level Hurdles in ESOP Maturity” at this roundtable event for members of the Florida chapter of The ESOP Association. Michael Coppa will also attend.
Rob Faust will present “Fundamentals of ESOP Valuations” at this roundtable event for members of the Minnesota/Dakotas chapter of The ESOP Association.
Ryan Graham will present “CEO (and other Executive) Compensation & Review Considerations” and Wil Becker will answer “Why Can’t We All Get Together – ESOP to ESOP Mergers” at this event for members of the Minnesota/Dakotas chapter of The ESOP Association who serve as board members of ESOP-owned companies.
Our ESOP experts will present several important topics during this premier conference focused on employee ownership.
Thursday, May 9
Additional attendees: Ryan Graham, Chris Ham, Matt Keene, Tim Lang, Matt Schubring, Chris Staloch
Connect with our team at this collaborative regional event hosted by the Heart of America, Illinois, Iowa/Nebraska, Minnesota/Dakotas, and Wisconsin chapters of The ESOP Association!
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.
Richard Joseph will present about Administration Committees at this meeting for members of the Rocky Mountain chapter of The ESOP Association.
Ryan Graham will present “Repurchase Obligation & ESOP Sustainability” and Katie Lind will lead an open forum about “Executive Compensation & SARs” at this local educational and networking ESOP event.
Ryan Graham will present “Segregation and Plan Design Changes” at this local educational and networking event for members of the Minnesota/Dakotas chapter of The ESOP Association. Josh Graff, Michael Fischer, Rob Faust, Luke Jaeger, and Lindsey Reilly will also attend.