Chartwell is a proud sponsor of this event!
Join us at this national conference focused on employee ownership, where our ESOP leaders will address important topics throughout the event.
Monday, April 14
- Matt Dennison – ESOP 101: Walking Through a New ESOP Formation (10:45am)
- Matt Keene & Dan Kaczmarek – Mature ESOP Issues: All Grown Up…How to Grow? (1:00pm Preconference)
Tuesday, April 15
- Matt Ewing – Private Equity & ESOPs: Recent Updates on Expansion Efforts & Case Studies (9:00am)
- Matt Schubring – ESOPs as an Acquisition Vehicle (12:45pm)
- Katie Lind – FAQs of Executive Compensation (2:45pm)
- Olivia Kowalski – ESOP Best Practices: Understanding the Annual Valuation Process & Valuation Drivers (2:45pm)
- Joe Skorczewski – Goldilocks & the Partial ESOPs (4:00pm)
Wednesday, April 16
- Tina Langlois – Sustaining Success: Strategies for Maintaining a Thriving ESOP-Owned Company (11:15am)
- Ashleigh Newlin – Staying Ahead of the Curve: Questions Board Members Should Ask (1:15pm)
- Wil Becker – Room & Board’s Journey to Employee Ownership (2:30pm)
- Ryan Graham – Balancing Act: Meeting Repurchase Obligations When Cash Flow Falls Short (4:00pm)
- Ashleigh Newlin – Women in Employee Ownership Networking (4:00pm)
Additional Attendees
- Nick Braun, Greg Fresh, Richard Joseph, Chris Staloch, Collin Mayer, Michael Fischer, Adam Hijazi, Marissa Semple
Chartwell Leadership Lodge
Join us in the Leadership Lodge – your comfortable retreat in the mountains! The Leadership Lodge is a place where executives and C-suite employee-owners can network and learn from each other while enjoying extra amenities such as premium beverage and food offerings, massage therapist, and more!
Contact Lindsey Reilly with questions about our invite-only roundtables.