Sustainability Workshop: How Do You Compare?

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ESOP sustainability is one of the hottest topics in the ESOP community.

While many dynamics influence sustainability, there are five predictive dashboard metrics that can foretell strains on sustainability or growth. We will give attendees an opportunity to calculate these metrics for themselves before the session—though this is not a prerequisite- and then present typical results gleaned from over 200 recent sustainability studies and 75 compensation studies. You will instantly see how your company compares on these predictive metrics, and everyone will discuss what they are doing about these issues.

We will also discuss four factors that significantly impact sustainability and growth: the corporate growth strategy, the compensation philosophy, the ownership philosophy, and the method of handling the repurchase obligation.

This session will be highly interactive using a roundtable format so attendees can discuss their results and learn how other ESOP company leaders are approaching these challenges. Panelists include seasoned consultants and a former Director of FP&A of an ESOP company.

Come prepared to see how your company stacks up against these predictive metrics and participate in these discussions with other ESOP company leaders!

Learning objectives

  1. See how your company compares versus metrics that can predict strains for sustainability
  2. Understand the four factors that influence the allocation of value within ESOP companies and how this allocation of value influences sustainability
  3. Discuss how companies can manage ESOPs better internally among corporate functions and successfully pass this knowledge to successive generations of leadership

Session info

Date & time: April 6, 2026 | 1:30 PM - 4:30 PM

Presenter: Matt Keene, Ryan Graham, and Amanda Strickler, Chartwell

Sponsor: Chartwell

Presenters

Headshot for Matt Keene

Matt Keene

Matt leads Chartwell’s executive compensation practice. He works with privately-held companies to obtain relevant pay data and achieve key goals for compensation programs, with a special focus on ESOP companies and equity-based incentives. His passion is helping companies implement successful ownership transition strategies while aligning shareholders, executives, and employees in the achievement of mutually beneficial outcomes. For over 30 years, Matt has worked with companies on all aspects of qualified and non-qualified plan origination, operation, and termination.

Headshot for Ryan Graham

Ryan Graham

Ryan leads Chartwell's repurchase obligation and sustainability practice, providing ESOP-owned companies a holistic approach to corporate sustainability. Ryan has been assisting privately held business owners and management teams in analyzing the financial impact of transactions and the ongoing repurchase obligation for ESOP companies since 2004. He is recognized nationally as a leader in ESOP sustainability and repurchase obligation forecasting. Ryan is a member of The ESOP Association, where he serves on the Administration Advisory Committee, the Programming Committee for the Wisconsin chapter, and the Advocacy Committee for the Minnesota/Dakotas chapter.

Headshot for Amanda Strickler

Amanda Strickler

Biography coming soon.

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