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 6 (Preconference)
- Ryan Graham, Matt Keene, and Amanda Strickler – Sustainability Workshop: How Do You Compare? (1:30pm)
Tuesday, April 7
- Greg Fresh – Taylor Guitars: Making Employee Ownership Work the Taylor Way (8:50am)
- Tina Langlois – The Power of Why: Making Intentional ESOP Decisions (10:00am)
- Rachel Simon – Ownership-Driven Rewards: Structuring Compensation and Benefits to Motive Every Level (11:30am)
Wednesday, April 8
- Jim Massey – Leadership Through the ESOP Life Cycle: Emerging Issues at Every Stage (1:10pm)
- John Murphy – Managing Repurchase Obligations For a Mature ESOP (2:45pm)
- Ashleigh Newlin – Pairing Investment Policy & Sustainability Studies for Long-Term Success (1:10pm)
Thursday, April 9
- Ryan Rassin – Current State of Debt Capital Markets: Implications for ESOP Companies (11:00am)
Additional Attendees
- Consulting – Chris Staloch, Lucas Pelner
- Corporate Finance – Wil Becker, Dan Kaczmarek, Matt Ewing, Matt Dennison, Austin Piech
- Valuation – Tim Lang, Matt Schubring, Josh Graff, Sandra Smith, Brady Finney, Jim Massey
Leadership Lounge
Chartwell is excited to sponsor the leadership lounge for the fifth year! Join us for this invite-only experience offering a carefully curated environment where senior executives can connect, collaborate, and recharge. Enjoy premium amenities, intimate networking opportunities, and a refined space designed specifically for the unique needs of employee ownership leaders.
Contact Lindsey Reilly to learn more about our invite-only roundtable sessions!