Join Chartwell at NCEO's 2018 Employee Ownership Conference

Chartwell is a proud sponsor of this event!

Join Chartwell at NCEO's annual Employee Ownership Conference in Atlanta, Georgia on April 18-20, 2018, plus the pre-conference on April 17!  Listen to our professionals speak on current ESOP issues and participate in expert-led roundtable lunch discussions.  Be sure to stop by Booth #8 to say hello and connect with the Chartwell team!

Click here for the full conference program.

Chartwell Speakers:

Matt Keene, Managing Director

Pre-Conference Session: Compensation Strategies for Employee-Owned Companies

Tuesday, April 17: 8:30am-12:30pm

Chartwell is proud to sponsor this in-depth compensation issues pre-conference program. This half-day session will provide an overview of issues, examples of best practices, and decision-making strategies for executive and staff compensation. Learn about different forms of compensation as well as what kinds of incentives work well.


Steve Nelson, Managing Director

Lessons for ESOP Fiduciaries from Recent Developments and Trends in ESOP Participant  Lawsuits,  DOL Investigations and IRS Audits

Wednesday, April 18: 10:30-11:45am

Department of Labor (DOL) and Internal Revenue Service (IRS) investigations into ESOPs can result in significant civil liability, penalties, and even possible criminal charges. This session will examine recent trends and developments in investigations, audits, and lawsuits involving ESOPs and identify key takeaways.

Rich Chapman, Managing Director

Rx For Your RO: A Prescription for Healthy, Sustainable Growth

Thursday, April 19: 2:00-3:15pm

This session will explore ways to manage the risk of funding long-term capital claims and look closely at how an increasing number of companies are using an innovative approach utilizing private placement funding vehicles. 

Tim Cleary, Managing Director

Strategies to Sustain Your ESOP for the Long Term: The Remington Story

Friday, April 20: 9:30-10:45am

This session will address strategies to manage mature ESOP issues and highlight how Remington Products addressed a growing repurchase issue it was facing.

Paul Halverson, Managing Director

LLC Structures and ESOPs

Friday, April 20: 9:30-10:45am

This session will explore an alternative legal and operating structure designed to minimize the challenges of using traditional ESOP-owned S corporation structure and provide a market-based employee ownership model. 

Matt Schubring, Managing Director

Precision, Inc.'s Process for Analyzing and Making Strategic Acquisitions

Friday, April 20: 9:30-10:45am

This session will focus on Precision, Inc.'s approach to strategic acquisitions and the related fiduciary, financial, governance, and valuation issues. 

Greg Fresh, Managing Director

Mergers & Acquisitions Involving ESOP-owned Companies

Friday, April 20: 11:00am-12:15pm

This session will discuss both strategy and process considerations when making acquisitions.

Ted Margarit, Principal

Unique ESOP Issues for Professional Service Companies

Friday, April 20: 11:00am-12:15pm

If you are pursuing an ESOP transaction with structuring alternatives that may provide an opportunity to better address the goals and objectives of the shareholders, ESOP, company, employees, and other stakeholders, then this session is for you. 

Chartwell Attendees:

Wil Becker,

Managing Director

Will Bloom,

Managing Director

Dan Kaczmarek,


Lindsey Reilly,

Executive Assistant