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An Advanced View of Exemptions webinar

Wednesday, May 17; 1 - 2 p.m. EDT

Cost: $99/member connection; $149/nonmember connection

One CPE credit available

 

This informative webinar will focus on various exemptions offered by the states and will help holders determine when and how to use them. The different priority rules and how they may apply to you will be highlighted. Unclaimed property professionals with customers or vendors located in states that offer exemptions should not miss this in-depth educational session.

 

Learning objectives

  • Identify state exemptions
  • Determine when and how to use exemptions
  • Interpret unclaimed property priority rules

 

Education level

Intermediate


Speakers

Christopher Jensen of Ryan LLC

 

Freda Pepper, counsel at Reed Smith LLP

 

 

Webinar schedule


An Advanced View of Exemptions webinar

Wednesday, May 17; 1 - 2 p.m. EDT

 

Unclaimed Property 101 for the Banking and Finance Industries webinar

Wednesday, JUne 21; 1 - 2 p.m. EDT

 

 

Unclaimed Property 101 for the Banking and Finance Industries webinar

Wednesday, June 17; 1 - 2 p.m. EDT

Cost: Free with membership

 

Join UPPO for the Unclaimed Property 101 for the Banking and Finance Industries to learn about escheatment responsibilities and best practices for safe deposit boxes, money orders, and IRAs and CDs. This free UPPO member webinar will also explore due diligence, dormancy periods, and other challenges unique to banks and financial institutions.

 

Learning objectives

  • Discuss best practices related to unclaimed property
  • Determine escheatment responsibilities
  • Recognize challenges unique to banks and financial institutions

 

Education level

Basic

 

 

 

 

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: www.nasbaregistry.org.

For questions about CPE credits contact: Shannon Wild at 763-253-4341 or shannon@uppo.org.

 

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 uppo@uppo.org.

 

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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