Join Chartwell at NCEO's Employee Ownership Conference 2016

Join Chartwell at NCEO's annual Employee Ownership Conference in Minneapolis, MN, April 11-14, 2016.  Listen to our experts speak on current ESOP issues and visit us at Table 20!

Click here for the full conference program.

 


 

Chartwell Speakers:

Matt Keene, Managing Director

Compensation Issues for Privately Held Companies
Monday, April 11: 1:00-5:00pm
This half-day session will provide both an overview of issues and examples of best practices and decision-making strategies as well as examining many different forms of compensation in privately held companies. Attendees will learn about building effective base and incentive pay systems for everyone at your company, including executives.

Paul Halverson, Managing Director

How to Go from a Partial to a 100% ESOP
Tuesday, April 12: 10:30-11:45am
This presentation will, through a real company example, identify key issues surrounding valuation, seller consideration, management consideration, and fairness to the ESOP.

Tim Cleary, Managing Director

Releveraging Cemen Tech's ESOP to Address Repurchase Obligation and "Have and Have Not"
Tuesday, April 12: 1:45-3:00pm
After experiencing many mature ESOP issues, Cemen Tech's new CEO is rebuilding and dealing with the sudden spike in repurchase obligation. This session will discuss how the company looked at recycling, redeeming, and re-leveraging as well as a non-qualified plan as potential options to deal with these issues, compounded by the 2008-2009 recession and the retirement of several managers.

Matt Schubring, Managing Director

Valuation for Beginners: Simple and Easy Explanations
Wednesday, April 13: 10:15-11:00am
This session will provide simple terms, ideas, and linkages to help your employee owners better understand the ESOP valuation. This will not be a deep technical discussion; it will be interactive.

Steve Nelson, Managing Director

ESOP or Private Equity? ESOP! One Company's First-Year Experiences
Wednesday, April 13: 3:15-4:30pm
Retrospective view on the decision of Inside Edge's board of directors to forgo an attractive offer from private equity and sell 100% of the company's equity to an ESOP. Also gain insight on first-year experiences, high points, and less-than-high points.

Wil Becker, Managing Director

When ESOP Companies Make Acquisitions: Challenges and Competitive Advantages
Wednesday, April 13: 10:15-11:00am
This session will provide simple terms, ideas, and linkages to help your employee owners better understand the ESOP valuation. This will not be a deep technical discussion; it will be interactive.

Ted Margarit, Vice President

ESOP Feasibility Analysis in the Current Environment
Wednesday, April 13: 3:15-4:30pm
Mac Arthur Co. has been an ESOP-owned company since 1974. Listen as we discuss how MacArthur Co. uses its ESOP structure as a competitive advantage in acquisitions, and as we describe the challenges associated with the ESOP structure. The session will outline a transaction case study where MacArthur acquired Weekes Forest Products (a non-ESOP company) in 2014.

Greg Fresh, Managing Director

Responding to Acquisition Offers
Thursday, April 14: 9:15-10:30am
This session will describe the uniqueness pertaining to ESOP-owned companies in their response, process, and evaluation of acquisition offers.

Mini-Consultation Experts:
Attendees are invited to participate in one-on-one mini-consultations with your selected experts. Sign-up for these sessions will be available near the registration desk.


Matt Keene
Matt Keene
April 13 | 7:45 - 8:45am
Executive Compensation Issues
Nick Braun
Nick Braun
April 13 | 4:45 - 5:45pm
ESOP Feasibility, Design, and Financing

Expert-Led Roundtable Discussion:

April 13 | 12:15 - 1:15pm

Greg Fresh will lead a roundtable discussion on Responding to Unsolicited Offers.  Join him for this luncheon discussion in Ballroom A-B at Table #8.

Additional Attendees:


Will Bloom
Will Bloom
Managing Director
 
Richard Joseph
Richard Joseph
Managing Director
 
Chris Staloch
Chris Staloch
Managing Director
 
Rachel Flaskey
Rachel Flaskey
Vice President
 
Ryan Graham
Ryan Graham
Vice President
 
Tim Lang
Tim Lang
Vice President
 
Carrie Willis
Carrie Willis
Vice President
 
Matt Ewing
Matt Ewing
Associate
 
Collin Mayer
Collin Mayer
Associate
 
Dan Kaczmarek
Dan Kaczmarek
Senior Associate
 
Mike Klinger
Mike Klinger
Senior Analyst
 
Rob Mom
Rob Mom
Senior Analyst
 
Alex Quinnell
Alex Quinnell
Senior Analyst
 
Brittany Funk
Brittany Funk
Client Service Associate
Lindsey Gullickson
Lindsey Gullickson
Client Service Associate
Alex VandeHei
Alex VandeHei
Client Service Associate
 
Peg Tanzer
Peg Tanzer
Executive Assistant