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Mergers & Acquisitions webinar

Wednesday, Feb. 7; 1 - 2 p.m. EST
Cost: $99/member or $149/nonmember
One CPE credit available

 

Publicity surrounding mergers and acquisitions can result in greater scrutiny from state unclaimed property administrators and third-party auditors. This informative webinar will help keep you ahead of the curve when acquiring another company. If your company is active in the M&A market, this is a can’t-miss webinar!

 

Learning objectives

  • Identify unclaimed property exposure inherited as a result of the transaction structure
  • Learn how to conduct appropriate due diligence
  • Understand ways to mitigate acquirer’s unclaimed property exposure
  • Recognize how to handle shareholder consideration in such transactions
  • Discuss unclaimed property best practices when acquiring another company

Education level

Intermediate


Speakers

Jennifer Borden of Borden Consulting Group, LLC

Christa DeOliveira, compliance manager, product management licensed software at Ryan, LLC

 

Webinar schedule

 

 

Mergers & Acquisitions
Wednesday, Feb. 7; 1 - 2 p.m. EST


Understanding the Delaware Voluntary Disclosure Agreement Program
Tuesday, April 17; 1 - 2 p.m. EDT

 

Understanding the Delaware Voluntary Disclosure Agreement Program webinar

Tuesday, April. 17; 1 - 2 p.m. EST
Cost: Free with membership

 

This webinar will address the specific requirements of the Delaware Voluntary Disclosure Agreement (VDA) program. So whether you are contemplating participating in the VDA program or have recently registered to participate in the program, this webinar will provide you with unique insights into the VDA process.

 

Learning objectives

  • Develop an understanding of the Delaware VDA process, including which holders are eligible to participate, the timeline to complete the process and under what circumstances estimation is required
  • Understand the potential benefits and challenges of participating in the program
  • Know the reporting requirements once the VDA process is completed

Education level

Intermediate


Speaker

Alison Iavarone, Unclaimed Property VDA Administrator, Delaware Department of State

 

 

 

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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