Chartwell is a proud sponsor of this event!
Join Chartwell at this premier national conference bringing together employee owners, ESOP company leaders, trustees, advisors, and industry professionals who are focused on the competitive advantages of employee ownership. Our experts will present about trending topics throughout the event:
Monday, November 2
- Tina Langlois – From Obligation to Opportunity: The ESOP Repurchase & Funding Playbook (11:00am)
- Ashleigh Newlin – The ESOP Exec Comp Playbook: What Every Board Member Needs to Know (11:00am)
Wednesday, November 4
- Ryan Graham – Balancing Act: Meeting RO When Cash Flow Falls Short (10:30am)
- Matt Ewing – M&A In the New Era: Tailwinds Reshaping ESOP Transactions Reshaping ESOP Transactions (10:30am)
- Sandra Smith – Financial Statement Red Flags: What Lenders and Trustees Look For In ESOP Companies (10:30am)
Connect with our team:
- Consulting – Matt Keene, Michael Fischer, Lucas Pelner, Chris Staloch
- Corporate Finance – Matt Dennison, Greg Fresh, Dan Kaczmarek, Austin Piech
- Valuation – Jeff Anderson, Nick Braun, Brady Finney, Josh Graff, Adam Hijazi, Luke Jaeger, Nick Lang, Cory Melnick, John Murphy, Matt Schubring
The ESOP Association represents the interests of millions of employee owners and their companies across the nation with a mission to educate about and advocate for employee ownership with an emphasis on ESOPs.