Dan Kaczmarek will present “Capital Options for ESOP Companies” at this educational and networking event for members of the Illinois chapter of The ESOP Association. Austin Piech will also attend.
Chartwell is a proud sponsor of this event!
Join Ryan Graham at this educational and networking event for members of the Wisconsin chapter of The ESOP Association.
Amanda Strickler and Michael Dilly will attend this educational and networking event for members of the Ohio/Kentucky chapter of The ESOP Association.
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 national conference focused on the competitive advantages of employee ownership. This event provides a comprehensive and immersive experience that supports professional growth across the employee ownership community and advances the long‑term success of ESOP companies.
Stay tuned for a complete list of Chartwell attendees and presentation details.
The ESOP Association represents the interests of millions of employee owners and their companies across the nation with a mission to educate about and advocate for employee ownership with an emphasis on ESOPs.
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.