Matt Schubring will attend this educational and networking event for members of the Iowa/Nebraska chapter of The ESOP Association.
Join team Chartwell at this meeting exclusively for high-level professionals who provide technical, financial, and legal assistance to ESOP companies. Greg Fresh will present “New ESOP Formations, Industry Concentrations & Finance Alternatives/Impacts” and Ashleigh Newlin will moderate a panel discussion about “Trends in Repurchase Obligation & Sustainability.”
Consulting Attendees: Matt Keene, Ryan Graham, Tina Langlois
Corporate Finance Attendees: Dan Kaczmarek, Matt Ewing, Matt Dennison
Valuation Attendees: John Murphy, Matt Schubring, Sandra Smith, Chris Ham
Chartwell is a proud sponsor of this event!
Our ESOP experts will present about trending topics at this premier conference focused on the competitive advantages of employee ownership.
Monday, November 3
- Ryan Graham – Lifecycle of the ESOP Benefit Level (1:40pm)
- Ashleigh Newlin – Board Practices: Staying Ahead of the Curve (2:50pm)
Tuesday, November 4
- Nick Braun – What to Look For When Acquiring a Non-ESOP Company (1:15pm)
Wednesday, November 5
- Tim Lang – What’s It Worth? A Dive into Business Valuation (11:00am)
Connect with the Chartwell team in the exhibitor pavilion:
- Consulting Attendees – Chris Staloch, Michael Fischer, Amanda Strickler
- Corporate Finance Attendees – Greg Fresh, Wil Becker, Will Bloom, Matt Clark, Dan Kaczmarek, Matt Ewing
- Valuation Attendees – Steve Nelson, Matt Schubring, Dennis Locke, Nick Aberle, Jeff Anderson, Josh Graff, Chris Ham, Adam Hijazi, Olivia Kowalski
Chartwell is a proud sponsor of this event!
Amanda Strickler will attend this collaborative regional event hosted by the Indiana, Michigan, and Ohio/Kentucky chapters of The ESOP Association.
Chartwell is a proud sponsor of this event!
Michael McFadden will attend this collaborative regional event hosted by the New York/New Jersey and the Pennsylvania/Delaware chapters of The ESOP Association.
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
Chartwell is a proud sponsor of this event!
Connect with Nick Braun, Olivia Kowalski, and Tyler Jacobs at this event for members of the Northwest chapter of The ESOP Association.
Chartwell is a proud sponsor of this event!
Ashleigh Newlin will cover “ESOP 101” at this event for members of the New England chapter of The ESOP Association.
Chartwell is a proud sponsor of this event!
Ryan Graham will present “Balancing Act: Meeting Repurchase Obligations When Cash Flow Falls Short” at this educational and networking event for members of the Minnesota/Dakotas chapter of The ESOP Association.