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UPPO Annual Conference Wrap-up

Posted By Administration, Thursday, March 8, 2018

More than 600 unclaimed property professionals gathered in Tampa, Florida, on March 4 – 7 for UPPO’s 2018 Annual Conference. Attendees enjoyed a multitude of networking opportunities, special events and educational sessions.


Educational Sessions

The foundation of the UPPO Annual Conference is its strong educational lineup. This year’s event included four educational tracks, providing basic, intermediate and advanced sessions along with industry-specific workshops. The session agenda included all of today’s hot topics in unclaimed property, including Delaware reforms, virtual currency, audits and compliance challenges.


Attendees also heard from state administrators during the According to the States session, got insight into unclaimed property audit litigation through the Mock Trial session, and enjoyed a keynote presentation from speaker, sales coach and author Bud Boughton. 


State of UPPO

2017/18 UPPO President Carla McGlynn provided attendees with an update on the association’s recent work and ongoing initiatives. The year’s highlights included membership growth, development for the upcoming certificate program expansion and establishment of a grassroots advocacy network.


“Thanks to the members of our board, along with numerous committees, work groups, and staff, we’ve achieved great things this year,” McGlynn said.


2018/19 Board of Directors

McGlynn thanked members of the 2017/18 UPPO Board of Directors for their service and recognized departing board members Heela Popal and Sherri Moll for their years of leadership. She then turned the gavel over to her successor as UPPO Executive Director Toni Nuernberg installed the new board:

  • President Marilyn Henry
  • First Vice President Troy Wangen
  • Second Vice President Heather Steffans
  • Treasurer Chris Jensen
  • Secretary Jennifer Waryjas
  • Midwestern Vice President Becky Stephens
  • Eastern Vice President Mike Ryan
  • Southern Vice President Michelle Graf
  • Western Vice President Lisa Linden
  • Immediate Past President Carla McGlynn

Upon her installation as 2018/19 president, Marilyn Henry discussed her commitment to continuing the organization’s momentum and building on successes from the past year.


“As we work to reach more potential members, we will look for opportunities to build on our valuable benefits," she said.


UPPO Scholarship

Each year at the Annual Convention, the association announces the winner of the UPPO Scholarship. To foster an environment of continuing education, UPPO established its scholarship program to financially assist members and their children who wish to continue their education in college or vocational school programs. This year’s recipients are Anne Mickey, daughter of UPPO member Michele Hughes; and Jeremy Walsh, son of UPPO member Kendall Houghton.


Attendees wishing to support the UPPO Scholarship Program participated in a Pirate Water Taxi tour of the Tampa area and donated to the program during the conference.


Sponsors and Exhibitors

The UPPO Annual Conference would not be possible without the support of sponsors and exhibitors. Thank you to all of the vendors who helped make this year’s event a success.



  • True Partners Consulting LLC
  • PricewaterhouseCoopers LLP
  • Altus Group
  • Eversheds Sutherland (US) LLP
  • Duff & Phelps
  • Morris Nichols, Arsht & Tunnell LLP
  • JMS Advisory Group LLC
  • Alston & Bird LLP
  • Ernst & Young LLP
  • Finders International
  • MarketSphere Unclaimed Property Specialists
  • McDermott Will & Emery
  • Ryan LLC
  • Keane
  • Boomerang Asset Recovery LLC
  • Crowe Horwath LLP
  • Reed Smith LLP



  • Altus Group
  • Baker Tilly Virchow Krause LLP
  • Boomerang Asset Recovery LLC
  • Crowe Horwath LLP
  • DuCharme, McMillen & Associates Inc.
  • Duff & Phelps
  • Dunbar
  • Eagle Technology Management Inc.
  • Financial Software Innovations Inc.
  • Georgeson LLC
  • Institute of Finance and Management (IOFM)
  • JMS Advisorry Group LLC
  • Keane
  • MarketSphere Unclaimed Property Specialists
  • Navigant
  • New York Post
  • NY Daily News
  • Phoenix Finders Group
  • Ryan LLC
  • Shareholders Services Association (SSA)
  • Trintech
  • True Partners Consulting LLC
  • Yellow Tag Auctions


Mark Your Calendar

Thank you to attendees, speakers and members who helped plan this year’s conference, without whom it could not have been such a success. Plan to join us next year in New Orleans on March 24 – 27 for the 2019 UPPO Annual Conference. Planning is already underway, and it’s sure to be another great event.


Want to get more out of your conference experience or learn more about what you missed? Join us for a free member webinar at 1 p.m. EDT on March 28, featuring conference speakers sharing their experience and what they took away from the event.



Tags:  education  unclaimed property  UPPO Annual Conference 

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