Mature ESOP Issues: All Grown Up…How to Grow?

Monday, April 14, 2025

1:00 PM – 4:00 PM MST

Location: 250 ABC

CE: 3.0

Presented By

CE Type: CLE, CPE, SHRM

Matt Keene

Managing Director
Chartwell Financial Advisory
Raleigh, NC
Dan Kaczmarek, n/a (he/him/his)

Managing Director
Chartwell Financial Advisory
Chicago, IL
John Jamar

President and CEO
CCI Systems, Inc.
Florence, WI

Mature ESOP companies face unique challenges. They must provide competitive cash
compensation, absorb the increasing ESOP repurchase obligation, and invest in the
company to keep it growing. Join us as we share both traditional and transformational
ways mature ESOP companies are accomplishing this balancing act. We will share data
gleaned from over 100 sustainability studies performed for mature ESOP companies.
See how your company stacks up and hear about ways other companies have solved
this puzzle.
NCEO Group: ESOP CEO Network
NCEO Publication: Sustainable ESOPs

Learning Objectives:

Understand mature ESOP norms (e.g., percentage of cash flow consumed by repurchase obligation).
Understand how compensation programs must change for mature ESOP companies.
Learn the various types of outside capital available to ESOP companies, and when each is appropriate.