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Unclaimed Property 101 for the Oil and Gas Industries webinar
Wednesday, Dec. 6; 1 - 2 p.m. EST
Cost: Free with membership


Don't miss this educational webinar which will focus on the oil and gas industry and the latest issues that affect holders in this industry. Webinar discussion topics include trends in the industry, along with specialized information that will assist holders stay in compliance.


Learning objectives

  • Review the general unclaimed property compliance requirements of the oil and gas industry
  • Understand the states' expectations of the treatment of mineral proceeds and suspense accounts
  • Discuss best practices to strengthen compliance and mitigate exposure under audit

Education level



Joshua Moldrup of MarketSphere Unclaimed Property Specialists


Jim Weigand of True Partners Consulting LLC

Webinar schedule


Unclaimed Property 101 for the Oil and Gas Industries

Dec. 6; 1 - 2 p.m. EST


Multi-state Audits

Dec. 12; 1 - 2 p.m. EST

Retaining Records

Wednesday, Jan. 10; 1 - 2 p.m. EST


Multi-state Audits webinar
Tuesday, Dec. 12; 1 - 2 p.m. EST
Cost: $99/member or $149/nonmember
One CPE credit available


As states advance enforcement activities, holders express concern about multi-state audits. Whether you have been selected or are in the midst of an unclaimed property audit, this informative webinar will help you navigate through these challenges while juggling the demands of business continuity. Join us to learn how to equip and prepare your company to survive this enormous event.


Learning objectives

  • Learn how to navigate the audit process
  • Identify challenges of business continuity while under audit
  • Determine how to prepare your company for a potential audit


Education level



Matthew Hedstrom of Alston & Bird LLP


Heela Popal of PricewaterhouseCoopers LLP




Retaining Records webinar

Wednesday, Jan. 10; 1 - 2 p.m. EST
Cost: Free with membership


This is a practical overview designed to assist holders or enhance written policies and procedures for minimizing risk and ensuring compliance. Attendees will understand statutory requirements and learn best practices for record retention.


Learning objectives

  • Identify best practices for record retention
  • Understand statutory requirements for record retention
  • Recognize the importance of written policies and procedures
  • Learn how records can be used in an audit

Education level



Laurie Andrews, CFE, manager at Keane


Mark M. Watters, technical director for unclaimed property at DuCharme, McMillen & Associates, Inc.



CPE credits

For webinars eligible for CPE credit, you must have your own connection to be eligible to receive the CPE credit. You are welcome to train multiple employees in one location with only one webinar connection. One CPE credit is available per connection, upon completion of the webinar.

Prerequisite: Must meet eligibility requirements to attend UPPO events.

Advance preparation: None
Delivery method: Webinar - internet based

Field of study: Management Advisory Services
Program level: All  

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: Shannon Wild at 763-253-4341 or


Cancellation policy

No refunds will be made after the registration is processed. Webinar cancellations, registration charges, refunds,  requests, and information regarding administrative polices and/or complaints, are to be directed to 763-253-4340 or


Legal disclaimer

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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