Nick Adamy, Managing Director and President of Adamy Valuation, will present “Worst Practices for Internal Trustees in Annual Valuations: Learn from the Mistakes of Others” with Neil Brozen, President of Ventura ESOP Fiduciary Services and board member of the NCEO.

This session will help prepare internal trustees to become more effective, thorough, and diligent when reviewing the annual ESOP valuation reports that they rely on when determining the ESOP stock price. The presenters will draw on decades of experience reviewing hundreds of ESOP valuation reports from a variety of firms. Attendees will gain knowledge of specific errors and red flags to look for when reviewing a report as well as guidelines to apply to their reviews.