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2013 UPPO Holders Seminar

"Overall a wonderful seminar and would enjoy attending again." - Judy, TD Bank
"This was my first UPPO event and I will definitely attend future events." -
Mirinda, Guardian Life


Concurrent sessions for basic AND intermediate level professionals

Event Date: August 14-15, 2013

Hyatt Regency Chicago
151 E Wacker Dr
Chicago, IL 60601

Please click here to book your hotel room online at a special rate of $189 plus tax.  If you prefer to book your room over the phone please call 1-888-591-1234 and refer to UPPO for the special rate of $189 plus tax.

  Special rate available until July 12 or until the block is full,
whichever comes first.



Registration Fees

Regular Registration Fees

UPPO Members
First Attendee: $470
Second Attendee: $445

Guest: $100

Non-UPPO Members: $570

State Administrators: $470

Attention UPPO Members:  To ensure you receive member pricing, please log on to the website. In order to receive the member multi-attendee discount, all registrations must be processed at the same time in a single transaction.

Program Level: Basic to Intermediate

Prerequisites and Advanced Preparations:

Basic: None

Intermediate: 0–2 years unclaimed property experience and previously attended Unclaimed Property 101

Delivery Method: Group Live

Learning Objectives

Basic: Upon completion of the seminar, beginning participants will gain a better understanding of the reporting requirements and sourcing rules relating to unclaimed property. Additionally, participants will enhance their unclaimed property knowledge by networking with their industry peers, other Holders, state representatives and service providers regarding industry standards and current issues surrounding unclaimed property.

Intermediate:  Upon completion of the seminar, participants will be able to organize (transform or streamline) their escheatment department and identify (evaluate or assess) process weaknesses in order to implement suggested best practices. Intermediate level participants will further their unclaimed property knowledge by continued networking with their peers, including Holders, state representatives and service providers regarding issues affecting their industry and current issues surrounding unclaimed property. 

Dress Code:
Welcome reception is casual dress.  Appropriate attire for the seminar is business casual.  You may want to bring a light sweater or jacket for air conditioned meeting rooms.

Included in the Seminar Registration:  Welcome Reception, Breakfast, Lunch and Seminar materials

Included in the Guest Registration:  Welcome Reception and Breakfast

Cancellation Policy:
Fifty percent (50%) of the registration fee will be refunded for cancellations received prior to June 25, 2013. Cancellations received after that date are non-refundable. For more information on administrative policies such as a request for refund, please contact Jackie Cote via e-mail at or 508-883-9065.

Unclaimed Property Professionals Organization is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417.  Website:

 For questions regarding CPE credits contact:  Jackie Cote at 508-883-9065 or

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