Speakers

Tina DiCroce

Vice President / Chartwell Financial Advisory, Inc.

Tina, a vice president at Chartwell, advises ESOP company management and boards of directors on how best to manage and fund their ESOPs for long-term sustainability. She works with companies to analyze the impact of various repurchase obligation strategies on a company's financial position and participant benefit levels. She is recognized nationally as a leader in ESOP repurchase obligation and sustainability analysis. Throughout her career, Tina has worked with companies of all sizes in diverse industries across the country.

Sessions

Fundamentals of ESOP Repurchase Obligation