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Annual Conference Wrap-up webinar

Wednesday, March 28; 1 - 2 p.m. ET
Cost: Free with membership


Now that you are back at the office and thinking back on the UPPO Annual Conference, are you trying to remember everything you learned and discussed? Or, did you not get to participate in every session you wanted to attend? Join us for a free webinar featuring conference speakers sharing their experience and what they took away from the event. This is a great way to refresh what you learned or catch up on what you missed.

Education level



Michelle Andre, GRAC co-chair

Maxwell Brattvet, Free-live webinar committee member

Gwen Lawhorn, Free-live webinar committee member

Debora Pyle, Free-live webinar committee member

Heather Steffans, Free-live webinar board liaison & UPPO Second Vice President

Karen Stevens, Free-live webinar committee chair

Yudit Freda, Free-live webinar committee member


Webinar schedule


Annual Conference Wrap-up
Wednesday, March 28; 1 - 2 p.m. ET

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

Unclaimed Property in the Insurance Industry
Tuesday, May 8;
1 - 2 p.m. ET



Understanding the Delaware Voluntary Disclosure Agreement Program webinar

Tuesday, April. 17; 1 - 2 p.m. ET
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



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



Unclaimed Property in the Insurance Industry webinar

Tuesday, May 8; 1 - 2 p.m. ET
Cost: $99/member, $79/additional member, $149/nonmember
One CPE credit available


Insurance has caused headaches for unclaimed property holders for many years. Please join us for this informative overview of unclaimed property issues associated with various types of insurance, including a detailed focus on health insurance. This webinar will provide the tools necessary to maintain compliance in this challenging, sometimes cloudy area of unclaimed property.


Learning objectives

  • Learn the different types of insurance where unclaimed property can originate
  • Understand the areas where your company may be liable depending on benefits structure
  • Recognize how to work with third-party administrators to get into and maintain compliance

Education level



To be determined




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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