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)
- Matt Keene – Should We Do That? Best Practices for ESOP Company Boards (11:30am)
- Rachel Simon – Ownership-Driven Rewards: Structuring Compensation & 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)
- Ashleigh Newlin – Pairing Investment Policy & Sustainability Studies for Long-Term Success (1:10pm)
- John Murphy – Managing Repurchase Obligations For a Mature ESOP (2:45pm)
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 its fifth year! This exclusive experience offers 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!