Multi-State Conference: Annual Valuation Process - What Internal Trustees Need to Know

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Devine Millimet's Tabitha Croscut will be presenting on:

Wednesday, September 12, 2018
10:30 – 11:45 am  Concurrent Sessions
Level: Intermediate

This session will present a mock review of a valuation report by an institutional trustee and its financial advisor to provide an example of best practices for internal trustees.  Some basic pitfalls in valuations will be identified to help internal trustees develop a better understanding of what to watch out for; including certain issues that the DOL has been focused on.

Speakers:  Tabitha Croscut, Devine Milimet & Branch; Jeannine Pedergast, Spinnaker Trust; Chuck Coyne, Empire Valuation