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Industry Conference Calls and Sessions Provide Open Forums for Sharing Information

Posted By Contribution from Marilyn Henry, 2017/18 UPPO First Vice President, Tuesday, December 19, 2017

One of the most beneficial aspects of attending the UPPO Annual Conference every year is the opportunity to learn from other unclaimed property professionals in the same industry. The Industry Focus Breakout Sessions perfectly complement the traditional educational workshops and speakers to provide a well-rounded combination of formal and informal learning at the event.


These industry focus breakout sessions have been so popular that attendees have suggested developing a way to continue the valuable open forum discussions throughout the year. As a result of these requests, UPPO held a Banking and Finance Industry Conference Call in August. Like the annual conference breakout sessions, the call provided the chance for participants to raise questions, share solutions and chat about common issues.


August’s call was successful, with nearly 100 attending. Since then, another call was held in November, and the third call is scheduled for Jan. 16.


When I first attended unclaimed property conferences 20 years ago, one of the things that was most valuable was the ability to pick up little bits of information and advice from other people who had more experience in unclaimed property. For that reason, the UPPO Annual Conference and Industry Focus Conference Calls can be especially helpful for new UPPO members and novices to unclaimed property compliance.


Even for those of us who have been involved in unclaimed property for a long time, however, the incentive to participate remains strong. With regulatory changes happening within the states at such a rapid pace now, having more opportunities to learn about how others are responding is very useful. If I pick up just one new piece of information or useful tip, the investment of my time to attend is worthwhile.


Thanks to the success of the Banking & Finance Industry Conference Calls, UPPO leadership is currently evaluating developing similar calls for another industry in 2018.


If you are involved in the banking and finance industry, I recommend participating in the next call. If not, take a look at the UPPO Annual Conference agenda, register and participate in the Industry Breakout Sessions. I think you’ll find that the friendly, comfortable environment is perfectly suited for sharing information, comparing strategies and getting real-world advice from industry peers. I hope to see you there!

Tags:  UPPO 

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Becky Stephens, U.S. Bank says...
Posted Tuesday, December 19, 2017
Love the blog, Marilyn! I couldn't agree more with the things you've stated. I have learned so much from attending the Annual Conference. The Annual Conference provides great networking opportunities across all industries. And I've built some wonderful friendships too!
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