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Spring Reporting Checklist
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February 20, 2013
1:00 PM - 2:00 PM (Eastern Time)

During this webinar Trisha Doucet, National Director of Unclaimed Property Services with UHY Advisors SALT, LLC, and Heela Popal, Director with PwC, will provide attendees with the information necessary to ensure holders reporting for the spring deadlines have dotted all of their I's and crossed all of their T's. For applicable states they will discuss spring reporting essentials including:

    • Due Diligence Requirements
    • Report Due Dates
    • Report Requirements - e-filing required, special forms used for specific states
    • Exemptions/Statutory Deductions/Administrative Deductions
    • Dormancy Periods of Property Due for Main General Ledger Property Types, as well as Insurance Companies
    • Best Practices - Reconciling Data, Escheat Liability Accounts, Outsourcing vs. In - House
    Join us for the clarification you want from the comfort of your own office! You are welcome to train multiple employees with only one webinar connection, and one CPE credit is available upon completion of the webinar.
    Please click here to register*

    *If you are registering for multiple attendees please be sure to update the additional attendee's information on the registration screen. This will enable us to send important webinar information directly to each individual.

    Pricing for this Webinar:

    UPPO Member


    Non-UPPO Member


    Unclaimed Property State Administrator


     Instructions for the webinar connection and conference line will be distributed
    via email on February 19, 2013.

    Prerequisite: Must meet eligibility requirements to attend UPPO events. Click here to view the Eligibility Requirements

    Advance Preparation:  None                                           

    Learning Objective: Understanding the fundamentals of spring reporting requirements of unclaimed property holders. This webinar also provides an overview of state-specific nuances and best practices in reporting.

    Delivery Method:  Webinar - Internet Based

    Program Level: All 

    Attendees may register for webinars up to the date of the event with no late fee. No refunds will be made after registration is accepted. Webinar cancellations, registration charges, refund requests, and information regarding administrative polices and/or complaints, are to be directed to the UPPO Association Manager, Jackie Cote at 508-883-9065 or

    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 submitted to the National Registry of CPE Sponsors through its website:
    For questions about CPE credits contact: Jackie Cote at 508-883-9065 or

    This presentation will not constitute legal, financial, accounting or any other type of advice. It will be provided solely for educational and informational purposes for the attendees of this webinar which is sponsored by UPPO. Attendees are urged to consult with their own attorneys and other advisers about their particular facts and circumstances.

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