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2014 UPPO Holders Seminar Atlanta

Sept. 17-18, 2014

The Holders Seminar – Atlanta is a robust unclaimed property primer for professionals. The 1.5 day agenda boasts two learning tracks which are perfect for beginner and intermediate professionals.  Sessions offer the information holders need to know to establish and sustain an effective unclaimed property program. Between the networking opportunities and the educational sessions, the  Holders Seminar – Atlanta will lay the foundation for holder compliance.



Promotion: You and a coworker who has never attended a UPPO event in the past can attend for the price of one!

Registration Fees


Registration Type

 Prior to July 31, 2014

After July 31, 2014




Member Additional Attendee






State Administrator



Accompanied Guest



*Not a member?  Join Now! Members receive a special discount and other tools and resources!
To receive the Member Additional Attendee price, all attendees must be registered in one transaction. 

BOGO promotion details: To qualify for the offer, one of the individuals must not have attended a UPPO event in the past. Limit one BOGO offer per company. Individuals registering under the BOGO offer do not have to be from the same company. Offer ends Sept. 17, 2014.

Hotel Information
Hyatt Regency Atlanta
265 Peachtree Street NE
Atlanta, GA 30303

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 1-888-421-1442 and refer to UPPO for the special rate of $189 plus taxSpecial rate available until September 1 or until the block is full, whichever comes first.  The Hyatt Regency Atlanta does not have any rooms available on Tuesday, September 16, 2014.  If you need assistance locating a room for that night, please contact Shannon Wild at

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 Aug. 8, 2014. Cancellations received after that date are non-refundable. For more information on administrative policies such as a request for refund, please contact Shannon Wild at  

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 through its website: For questions regarding CPE credits contact:  Shannon Wild at

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