Chartwell is pleased to expand the firm’s ownership team by adding eight new shareholders. The individuals are instrumental in supporting Chartwell's vision to be the most highly respected and sought-after financial advisory firm serving the middle market.


NCEO – Annual Employee Ownership Conference

April 24, 2023 — April 27, 2023

Kansas City, Missouri


Chartwell is a proud sponsor of the Preconference and Leadership Lounge!

Join us at this national conference focused on employee ownership, where our experts will present sessions on hot ESOP topics throughout the event.

Stay tuned for more details about our Leadership Lounge roundtables!

Monday, April 24 (Preconference)

  • Tina Langlois & Katie Lind – Creating a Thriving Ownership Structure Throughout the ESOP Lifecycle (1:00-4:00pm CST)

Tuesday, April 25

  • Olivia Kowalski – Disarming Mines: Risks Facing ESOP Trustees (9:45-10:45am)
  • Steve Nelson – Aspects of ESOP Valuations & Leveraged Transactions Frequently Scrutinized by the DOL (11:15-12:15pm)
  • Tim Lang – Ten Key Issues You’ll Likely Encounter in Your First Ten Years as an ESOP & How You Can Create a Framework to Address Each of Them (2:15-3:15pm)
  • Matt Ewing & Matt Dennison – Private Capital Investments in ESOP-Owned Companies: Developing Trends (3:45-4:45pm)

Wednesday, April 26

  • Ted Margarit – Debt Restructuring Considerations in ESOP Companies During Uncertain Times (9:45-10:45am)
  • Dan Kaczmarek – Capital Markets Considerations for ESOP-Owned Companies (1:30-2:30pm)
  • Matt Keene – Evolution of Executive Compensation over ESOP Life Stages (1:30-2:30pm)
  • Ashleigh Newlin – The Truth About ESOP Releveraging (1:30-2:30pm)

Thursday, April 27

  • Ryan Graham – Sustainability Throughout the ESOP Lifecycle (10:15-11:15am)

Additional attendees include: Wil Becker, Tim Cleary, Greg Fresh, Matt Schubring, Joe Skorczewski, Chris Staloch, Dillon Lewchuk, Collin Mayer, Michael Fischer, Marissa Semple, Brittany Funk, and Lindsey Reilly.

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