The Trustee and Financial Advisor Annual Valuation Review impacts of Management Projections

This engaging session delves into the critical role of analytical testing and effective use of projections in the annual valuation process. Gain invaluable insights from both a Trustee and a Financial Advisor as they unravel the complexities of how management's projections are rigorously evaluated and their significant influence on the annual valuation review process. The session will also shed light on the dynamic relationship between ESOP Trustees and their financial advisors, offering a comprehensive understanding of their collaborative efforts. Furthermore, we will provide concrete, practical examples illustrating the intricacies of the annual valuation review process, highlighting the pivotal impact of projections. CEOs, in particular, will find this session enlightening as we discuss strategies for interpreting the annual valuation, equipping them with essential tips and tools to ask pertinent questions and actively engage throughout the process.