Join Us on June 20, 2024 at the Four Seasons for Chartwell’s Inaugural Employee-Owned Engineering Summit!
Registration Fee: $899 (Invoiced upon event RSVP)
Location: Four Seasons Minneapolis
Room Block: AC Hotel Minneapolis Downtown (deadline to book – June 1)
You have embraced the employee ownership model, whether through traditional direct ownership, ESOP/KSOP, or any combination thereof. In Chartwell’s inaugural event, our goal is to connect like-minded leaders who credit employee ownership as a key component of their firm’s success.
Private equity, higher valuation multiples, and the war for talent have combined to put increasing stress on employee-owned firms in the engineering industry. Our strategically focused summit is curated to address both the benefits and challenges of employee ownership. Please join us as we collectively explore elements critical to driving continued success in a dynamic and challenging environment.
WHY ATTEND?
- Obtain valuable information on relevant topics from trusted advisors
- Share with and learn from peers on topics such as ownership and compensation philosophies, strategies, and tactics to embrace and leverage your ownership program
- Form relationships with peers and advisors to gain invaluable insight and build your professional network
- Understand and address the capital structure challenges of being employee-owned
TENTATIVE AGENDA
7:45 – 8:30am Networking Breakfast
8:30 – 9:15am General Session
9:15 – 10:15am Morning Session 1 (Presentation)
10:30 – 11:30am Morning Session 2 (Peer Group Roundtable)
11:45 – 1:00pm Lunch Session (Alex Moss – Praxis)
1:00 – 1:30pm Break
1:30 – 2:30pm Afternoon Session 1 (Presentation)
2:30 – 3:30pm Afternoon Session 2 (Peer Group Roundtable)
3:30 – 4:15pm Peer Group Roundtable (revisit or explore any topic)
5:15pm – First Shuttle Departs Four Seasons lobby for Boat Cruise
5:30pm – Second Shuttle Departs Four Seasons lobby for Boat Cruise
6:00 – 9:00pm – Networking Boat Cruise (Dinner and Drinks to be served)
TENTATIVE SESSIONS
Leveraging the Employee-Owned Model when Pursuing Acquisitions (presentation format)
- Whether it’s cultural benefits or real structural financial considerations, ESOP and employee-owned firms have a lot to offer when pursuing acquisitions. Chartwell will walk through case studies of firms that have leveraged these advantages as they grow through acquisition.
Recruiting and Retention of Shareholders and Employees (roundtable format)
- Roundtable discussion about strategies to recruit and retain shareholders and employees. Chartwell will facilitate a discussion around common practices in bonus and equity-based compensation and other related strategies.
Capital Planning / Sustainability (presentation format)
- Employee-owned firms must generate internal capital and/or use their earnings to buy out retiring shareholders. Learn strategies employed by other firms to maximize the value of the employee-owned structure.
Profit Allocation Decision Model (roundtable format)
- Operating profit is used to drive stock price growth as well as to fund bonuses, retirement plan contributions, taxes, ESOP repurchase obligations, stock redemptions, and dividends/distributions. This discussion will focus on ways to balance the allocation of a firm’s operating profit and the implications thereof.