ESOP26 BV The Fiduciary-Valuator Relationship: Roles, Responsibilities, and Effective Collaboration
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- Non-Member - $69
- Member - $49
Description
The relationship between the ESOP fiduciary (trustee) and the valuation advisor is central to establishing and supporting fair market value for ESOP transactions and annual updates. This session will explore the respective roles and responsibilities of each party, the information flow and analytical process behind a valuation, and the trustee’s review and diligence in evaluating the advisor’s conclusions. Panelists will discuss practical considerations, common areas of focus during the review process, and how effective collaboration between fiduciaries and valuation professionals supports a well-documented and defensible valuation.
Speakers
Brian Turner | Director | Stout
Laura Kelley | Sr. VP of Valuation | Aegis Trust Company
Review of this session recording will award 1.1 CE hour(s).
CPE credit is not awarded for this pre-recorded offering.