Chartwell is pleased to announce the promotions of several Chartwell team members across the country. Congratulations on a job well done!

Event Category: TEA

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.

Chartwell is a proud sponsor of this event!

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.

Chartwell is a proud sponsor of this event!

Rob Faust will present “Fundamentals of ESOP Valuations” at this roundtable event for members of the Minnesota/Dakotas chapter of The ESOP Association.

Chartwell is a proud sponsor of this event!

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.

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!

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!

  • 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)

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 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!

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.


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