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 29
- Tina Langlois & Ashleigh Newlin – An Integrated Approach to Sustainable ESOP Ownership (Preconference)
- Chris Staloch – How to Communicate with Stakeholders from the CFO Perspective (3:45pm)
- Wil Becker – Advantages ESOPs Have in Acquisitions (3:45pm)
Tuesday, April 30
- Collin Mayer – The CFO and the Board: Keys to a Strong and Effective Relationship (10:00am)
- Greg Fresh & Matt Ewing – Developing Trends: Private Capital Investments in ESOP-Owned Companies (2:45pm)
- Matt Keene & Katie Lind – ESOP Company Executive Compensation: Is It Different? (4:00pm)
Wednesday, May 1
- Dan Kaczmarek – Debt Trends & Capital Markets Update (10:00am)
- Ryan Graham – Thriving Through Time: Overcoming Benefit Level Hurdles in ESOP Maturity (11:15am)
Additional attendees: Tim Cleary, Michael Coppa, Steve Nelson, Chris Ham, Matt Dennison, Michael Fischer, Dan Uitti, Brittany Funk, Leah Prescott
Leadership Lounge Roundtables
We are excited to host expert-led roundtables in the Leadership Lounge – discussion topics coming soon!