Charlotte Anderson

• Founder and Principal of Transformation Keys LLC – A coaching and consulting firm specializing in the financial industry
  
• More than 35 years of bank operations and leadership experience
  
• Successfully completed the acquisition and operational due diligence and integration for twenty-two bank mergers
  
• Oversight experience for escheat and abandoned property processes within the banking industry
  
• Operations improvement and excellence consultant within the banking industry

Maureen Ferrari Grollman

• National Practice Leader Consulting and Reporting, Dunbar Group
  
• Was the National Practice Leader for Reporting and Consulting for Unclaimed Property Advocates when they joined forces with Dunbar to become a full-service unclaimed property service provider
  
• Previously worked at Keane as Managing Director of outsourced reporting; she managed a team of 20 staff members servicing over 350 clients in the financial services, life insurance, mutual fund, transfer agent, utility, manufacturing, and retail industries
  
• Started her unclaimed property career at the Pennsylvania Treasury, Bureau of Unclaimed Property, where among other duties, she managed the State’s voluntary disclosure program (VDA), counseling and assisting companies with Pennsylvania’s statutory compliance obligations
  
• Her work earned her national recognition from the industry’s leading trade association, which recognized her for leading the most efficient claims processing program among all state unclaimed property programs.
  
• Distinguished faculty member of Lorman Education Services and presents webinars on unclaimed property related topics
  
• Member of the Unclaimed Property Professionals Organization (UPPO)

Lorman

Lorman Education Services has provided educational seminars, webinars, and online training for professionals since 1987.

Since then, Lorman training courses kept thousands of professionals in the United States and internationally current on the most pressing topics in a rapidly-changing marketplace of ideas. Like you, we understand the need for concise, accurate information.

That understanding underlies each Lorman course, presenting the latest information on the laws and regulations critical to your organization's successful daily operations. Moreover, each Lorman Education course receives our painstaking attention to be certain both the faculty and participants receive the individual attention necessary to achieve maximum benefit from the materials.

About Lorman Webinars

Lorman Education Services provide both live and on demand webinars, with most offering HRCI and SHRM re-certification credits.

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