On March 23, Peter Jones spoke at the 2023 Spring Conference of the OH/KY Chapter of The ESOP Association in Westerville, Ohio. In “How a Trustee Will Review the 2022 Valuation Report,” Pete and his co-presenters covered common questions, key areas of scrutiny, and timely topics based on the current economic environment. The session was designed to help company management prepare materials for their annual ESOP valuation and highlight key discussion points and assumptions to address with the valuator during the valuation diligence process.