2024 DALLAS - FORT WORTH REGIONAL EDUCATIONAL SEMINAR A guide to escheat
On June 5 & 6, NADOA held its first regional seminar since 2012 and the turnout was fantastic; 77 members & non-members gathered at KPMG’s office in downtown Dallas. Will King, Quin Moore and Sarah Rubel did an excellent job going over all the different aspects of Escheat, from Beginners 101, Due Diligence, Record Retention, VDA’s and more. We had a four-member panel of Division Order Analysts answer various questions about their experiences and company’s handling of processing escheat, which turned out to be very educational. We got back a lot of great reviews from our attendees on what they liked and hoped to see at future seminars. The Board has discussed future seminars and hopefully will have one planned soon for next year.
We’d like to thank all the attendees who joined us and especially those who came in from out of town and state. A special thank you to KPMG for hosting the seminar.
Kim Bowman Norma Dooley
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N at i onal A ssociation of D i v i s i on O rder A nalys t s
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