We are pleased to announce that Legacy Equity Valuations has joined Chartwell, adding a Seattle presence to the firm.


NCEO – 2023 Employee Ownership Conference

April 24, 2023 — April 27, 2023

Kansas City, Missouri


Chartwell is a proud sponsor of this event!

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

Monday, April 24 (PM Preconference Sponsor)

Tuesday, April 25

  • Olivia Kowalski – Disarming Mines: Risks Facing ESOP Trustees (9:45-10:45am)
  • Steve Nelson – 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 (2:15-3:15pm)
  • Matt Ewing & Matt Dennison – Private Capital Investments: Developing Trends (3:45-4:45pm)

Wednesday, April 26

  • Will Bloom – Debt Restructuring Considerations 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: Wil Becker, Tim Cleary, Greg Fresh, Matt Schubring, Joe Skorczewski, Chris Staloch, Collin Mayer, Michael Fischer, Marissa Semple, Brittany Funk, and Lindsey Reilly

Leadership Lounge Roundtables

We are excited to host five, exclusive 60-minute expert-led roundtables in the Leadership Lounge!

Tuesday, April 25

  • 7:45am – Aligning Compensation & Ownership
  • 12:30pm – Private Equity & ESOPs

Wednesday, April 26

  • 7:30am – Strategies for Communicating Value to the Board, Management, and Employees
  • 11:00am – Unique Financing Trends in ESOP Transactions
  • 12:30pm – Mature ESOP Issues

Roundtable space is limited – Don’t miss your chance to have meaningful conversations with our team of ESOP industry leaders!

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