Keane Expertise Spotlight: Debbie Zumoff, Executive Advisor
By Katie Peirce
December 19, 2019
December 19, 2019
Since joining Keane in 1984, Debbie Zumoff has earned the title of being one of the company’s most experienced, knowledgeable and longest tenured employees. With a Juris Doctor degree from Villanova University School of Law and a Bachelor of Arts degree in Psychology from Arcadia University, Debbie started her career at Keane by assuming the in-house compliance function, grew to assume the role of Chief Compliance Officer and led the Consulting and Advisory Services and Compliance teams from 2016-2018. From the start, Debbie was instrumental in growing the firm from one that focused solely on reuniting individuals with their lost or missing financial assets to its current iteration, providing a full suite of outsourced compliance and consulting services to more than 600 clients. Her field expertise is respected among industry executives and state administrators alike, which has facilitated her work representing corporate holders in support of audit defense and negotiating Voluntary Disclosure Agreements. In 2018, Debbie transitioned from her long-standing role as Keane’s Chief Compliance Officer and Consulting National Practice Leader to Executive Advisor.
Debbie’s impact on the unclaimed property industry is difficult to quantify. As a founding member of the Unclaimed Property Holders Liaison Council (UPHLC), the predecessor to the Unclaimed Property Professionals Organization (UPPO), Debbie participated on its Communications, Education and Agenda, Marketing and Legislative Committees through the years, served as the Board liaison to the By Laws and Leadership Development Committees, and was recognized in 2005 with the Team Player Award. Most notably, she served in multiple roles on the UPPO Board of Directors and served as President while also active within multiple industry trade associations such as NICSA, SIFMA, the Securities Transfer Association, and the Shareholder Services Association. She has also represented Keane as a corporate affiliate to the National Association of State Treasurers and the National Association of Unclaimed Property Administrators. Debbie also speaks regularly at various industry associations, and has addressed regulatory agencies and legislative bodies on the scope and impact of changes in the unclaimed property arena.
In addition to Debbie’s many accolades, she contributed to the formal drafting process of the 1995 Uniform Unclaimed Property act, collaborated with peers to defeat the unpopular unclaimed property legislative initiative in Ontario, Canada, provided feedback to the Securities and Exchange Commission in the initial drafting of SEC Rule 17Ad-17, later gave input to the US Government Accounting Office on SEC 17Ad-17 compliance, and served as an Observer to the Uniform Law Conference RUUPA Drafting Committee from 2013 through 2016. Debbie is an unclaimed property superstar that has authored many whitepapers, blogs, articles and has been featured in Corporate Compliance Insights, CFO.com, USA TODAY, Compliance Week and National Public Radio.
Through Debbie’s 35+ years with Keane, she has helped to expand the company’s service offerings and client base, as well as draw additional experts to Keane’s staff including multiple former seasoned state unclaimed property officials, former third-party auditors, industry experts, attorneys, Certified Public Accountants, Certified Fraud Examiners, and Certified Internal Auditors.