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April 2017
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Wednesday, April 19, 2017

Webinar: Rekindling Business Relationships Via Due Diligence and Owner Outreach

 
11:00 AM - 12:00 PM

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This session outlines various steps that companies can take for proactively reuniting owners with property before it becomes dormant and the related benefits. The discussion will also address a holder’s responsibility and best practices for statutory due diligence.

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Topics to be addressed:

  • Due Diligence Requirements – Letter content, timing, unique state requirements
  • Inactive Account Re-engagement – Benefits of maintaining customers vs. cost of acquiring new customers
  • Owner location – Leveraging a service provider vs. steps holders can take on their own
  • Role of Due Diligence in VDAs and Audits – Documenting and Mitigating Exposure

Presenters:

B.J. Hanson, Executive Director, Dunbar LLC
Steven Swaigenbaum, Director, True Partners Consulting LLC
 

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