Chartwell is a proud sponsor of this event!
Join us at this immersive learning experience with hands-on workshops designed to equip you with practical strategies for navigating today’s economic landscape and driving ownership success. Chartwell’s ESOP experts will address important topics throughout the event.
Wednesday, August 26
- Tina Langlois & Ashleigh Newlin – Busting the Benefit Level Myth: What ‘Too High’ Really Means for Your ESOP (9:00am Pre-Forum Workshop)
- Tim Lang – Navigating a Second-Stage ESOP Transaction (3:05pm)
- Matt Martin & Ashleigh Newlin – Trends in Executive Compensation (3:05pm)
Thursday, August 27
- Dan Kaczmarek – Trends in Capital Markets (3:15pm)
Friday, August 28
- Sandra Smith – Financial Statement Red Flags: What Lenders and Trustees Look for in ESOP Companies (9:00am)
While you’re there, connect with the rest of the Chartwell team: Matt Ewing, Ryan Graham, Matt Schubring, and Chris Staloch
The National Center for Employee Ownership (NCEO) helps people make smart decisions about employee ownership, with everything from reliable information on technical issues to inspiration for companies seeking to reach the full potential of employee ownership.