Chartwell is excited to announce the launch of our Interim Leadership practice, where we bring the talent companies need to execute financial initiatives that support sustainable growth and value creation.

Event Category: TEA

Chartwell is a proud sponsor of this event!

Dan Kaczmarek will lead roundtable discussions about “Maximizing ESOP Value Through Releveraging” and “Navigating the Economic Landscape: Banking, Rates, and ESOP Strategies” at this inaugural event for financial leaders of ESOP-owned companies. Michael Fischer will also attend.

John Murphy will present “ESOP 101 Through Governance Lens” at this event for members of the New England chapter of The ESOP Association who are involved in their organization as a board member or trustee.

Chartwell is a proud sponsor of this event!

Tim Lang will present “Best Practices in Reviewing and Approving ESOP Valuation Reports” at this conference and roundtable event for members of the Texas/Oklahoma chapter of The ESOP Association. Marissa Semple and Lucas Pelner will also attend.

Chartwell is a proud sponsor of this event!

Tim Lang will answer “Top Questions the Board & Management Should Be Asking About Their ESOP,” Jeff Anderson will cover “Valuation Basics,” and Marissa Semple will discuss “Diving into Distribution Policy” at this new regional event for members of the Rocky Mountain and Texas/Oklahoma chapters of The ESOP Association. Steve Nelson and Lucas Pelner will also attend.

Chartwell is a proud sponsor of this event!

Learn about “Solicited & Unsolicited Offers” with Wil Becker at this event for members of the Minnesota/Dakotas chapter of The ESOP Association who serve as board members of ESOP-owned companies.

Tina Langlois will present “Beyond Repurchase Obligation: Building a Sustainable ESOP” at this educational and networking event for members of the Heart of America chapter of The ESOP Association. Ryan Graham and Austin Piech will also attend.

Ashleigh Newlin will present “Repurchase Obligation Study vs. Sustainability Study” at this event for members of the Pennsylvania/Delaware chapter of The ESOP Association. Michael McFadden will also attend.

Chartwell is a proud sponsor of this event!

Don’t miss our ESOP experts present important breakout sessions at this educational and networking for members of the Northwest chapter of The ESOP Association.

Thursday, March 12

Friday, March 13

  • Nick Braun – How Do You Keep Your ESOP and Company Sustainable? The Franklin Group Story (10:20am)
  • Olivia Kowalski – Valuation – What Drives the Share Price? (10:20am)

Chris Ham will attend this this educational and networking event for members of the Southeast chapter of The ESOP Association.


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