January 24, 2013
1:00 PM - 2:00 PM (Eastern Time)
webinar Jim Sadik, Senior Manager with True Partners Consulting LLC, and Val Jundt, Managing Director with Keane will discuss:
- General Compliance Issues Relating to the
Reporting of Unclaimed Securities
- Historical Industry Reporting Practices & State
Voluntary Compliance Programs
- Current Involuntary
Audit Initiatives & Enhanced Enforcement Activities
- Recent Developments (changes to SEC 17Ad-17
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*
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
Pricing for this Webinar:
Unclaimed Property State Administrator
Instructions for the webinar connection and conference line will be distributed
via email on January 22, 2013.
Prerequisite: Must meet eligibility requirements to attend UPPO events. Click here to view the Eligibility Requirements.
Advance Preparation: None
Learning Objective: Understanding the intricacies of the expectations of all parties during the third party audit process. This webinar also provides an overview of the audit process
with regards to the specific nuances of confidentiality and rights of all parties.
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 email@example.com.
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: www.learningmarket.org.
For questions about CPE credits contact: Jackie Cote at 508-883-9065 or firstname.lastname@example.org.
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.