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UNCLAIMED PROPERTY FOCUS is a blog written by and for UPPO members, featuring diverse perspectives and insights from unclaimed property practitioners across the U.S. and Canada. We welcome your submissions to Unclaimed Property Focus. Please contact Tim Dressen via tim@uppo.org with any questions about submitting a blog post for consideration and refer to our editorial guidelines when writing your blog post. Disclaimer: Information and/or comments to this blog is not intended as a substitute for legal advice on compliance or reporting requirements.

 

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Seven Reasons to Participate in UPPO’s Unclaimed Property Certificate Program This Year

Posted By Administration, Wednesday, September 9, 2020

Registration is currently open for UPPO’s Unclaimed Property Certificate Program, and 2020/21 is a better time than ever to participate. Here are seven reasons to participate this year:

  1. Gain recognition within your company. Employers may not always appreciate the scope of unclaimed property professionals’ work. However, achieving a certificate within your profession is a mark of achievement everyone can easily grasp and appreciate. Earning a certificate means you’ve demonstrated a level of expertise in your field.
  2. You’ll become more effective and confident in your responsibilities. You’ll learn the fundamentals of compliance at a deeper level than you could in one education session. 
  3. Grow as a professional. It’s always good to challenge yourself and learn something new. 
  4. Many of the basic tier and all of the intermediate tier sessions are available on-demand, providing flexibility for you to learn when and where it’s convenient. 
  5. For the first time, this year UPPO members have the option to test out of the basic tier and proceed directly to the intermediate tier course work.
  6. For many people, the pandemic has resulted in less time commuting to and from work, fewer entertainment options and more time at home. If you’re trying to use some of those extra hours for personal and professional development, the Certificate Program is an ideal option.
  7. Registration will remain open through January 2021, providing greater flexibility for budgeting.

Learn more about UPPO’s Unclaimed Property Certificate Program.

Tags:  certificate program 

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Congratulations, Unclaimed Property Certificate Recipients

Posted By Administration, Thursday, June 11, 2020

UPPO congratulates 44 members who successfully completed the Unclaimed Certificate Program basic tier, and 20 who achieved the intermediate tier certificate.

 

Achieving the certificate requires completion of a series of live and on-demand webinars and UPPO Annual Conference sessions – offered online this year as a result of the conference cancellation – along with a passing grade on quizzes following each event.

 

Topics for the basic tier include unclaimed property introduction and terms, due diligence, reporting and remitting, dormancy, record review and retention, dormancy, priority rules, and why unclaimed property matters to management.

 

The intermediate tier builds on the basic tier's fundamentals, taking a deeper look at unclaimed property in 10 sessions, including pre-escheat best practices,  benefit plans, use of third-party administrators, post-escheat considerations, recovery best practices, policies and procedures, general ledger, record keeping, estimation, and exemptions and deductions.

 

Earning these certificates demonstrates knowledge and expertise in the unclaimed property field. Congratulations to this year’s recipients for their hard work and achievement. Watch for details and registration availability for the 2020/21 certificate program class in the coming weeks.

 

Basic Tier Certificate Recipients

Sue Auten, Consolidated Communications

Brittany Bryan, JMS Advisory Group, Llc

Rene Bucci, Ally Bank

Jakeria Clark, ETRADE Financial Corporation

Noah Dase, Ryan LLC

Brianna Dell’Isola, Ryan LLC

Katie Denning, CountryMark Refining & Logistics

Edna Domenech, Keane

Shannon Eaton, General Electric

Leslie Harris, Stifel

Kimberly Hines, Genworth

Tara Horner, Ryan, LLC

Adria Hunt, Altus Group

Vince Infante, Eaton

Kenneth Johnson, Keane

Kulsoom Kamruddin, Ryan LLC

Kim King, Markel

Vijay Kumar, Amazon.com Inc.

Nancy Lambertson, ExTex Division Order Services LLC

Annie Lee, Crowe LLP

David Li, Ryan LLC

Ann Loperfito, PNC Bank NA

Michelle Marchand, TD Bank

Susan Maul, CommScope Inc

Jared McDonald, USAA

Caitlin McFarlane, Keane

Alice Moore, General Electric

Jesus Moreno, Caesars Entertainment

Rachel Parkes, Hilltop Securities

Chris Pihir, DuCharme, McMillen & Associates Inc.

Ryan Punke, MetaBank

Amarnath Ramapurath, Amazon.com, Inc

Dawn Roath, ALLIANZ LIFE INSURANCE

Ivon Rodriguez, South Florida Educational FCU

Kristi Rogers, Copart Inc.

Thomas Sabrey, E*Trade Financial

Allison Scott, Cigna

Liz Seukep, Markel Corporation

Rachael Seydel, ArcelorMittal

Jason Stubitz, Crowe

Rosie Trevino, USAA

Anthony Vitellozzi, Laurel Hill Advisory Group

Londa Weninger, MDU Resources Group

Ashley Winalski, Voya Financial

 

 

Intermediate Tier Certificate Recipients

Alex Baker, Genworth

LouAnn Carnahan, PlainsCapital Bank

Rachel DeWein, Franklin Templeton Investments

Paula Farlin, Universal Ins Company of North America

JoAnn Gagnier, UnitedHealth Group

Tom Huffman, CIBC Bank US

Kevin Hunter, Altus Group

Corey Jones, Cooperative Regions of Organic Producer Pools

Cherie Julius, Uline

Ashley Knight, Altus Group US Inc.

Lila Ly, Telephone and Data Systems Inc.

Andrew Perrine, Financial Software Innovations, Inc

Brenda Russell, Verizon

Maxim Rutherford, Altus Group

Tiffany Suits, Brinker International

Laura Tellez, USAA

Susan Vance, Altus Group US Inc

Dhanya Variar, ABB Inc

Christine Wiener, The Walt Disney Company

Dimitar Yossifov, CSAA Insurance Group

 

 

Tags:  certificate program  unclaimed property 

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Certificate Program Offers a Unique Unclaimed Property Professional Development Opportunity

Posted By Contribution from Becky Stephens, 2018/19 UPPO midwestern vice president, Thursday, July 5, 2018

On July 11, 2018, the UPPO Certificate Program will open for enrollment. For the first time, the program includes two tiers – basic and intermediate. 

 

When then-president Karen Anderson asked me at the UPPO Annual Conference in March 2013 to chair a task force that would conduct research, analyze the feasibility and costs, and prepare a formal recommendation to the UPPO Board of Directors regarding certificate programs, I had no idea how well this educational offering would be received by UPPO members. Late in 2013, the Education Exploratory Task Force made its recommendations to the UPPO Board of Directors, which heartily endorsed and approved the proposal. The UPPO Certificate Program was born.

 

UPPO members met the initial offering of the basic certificate tier with great enthusiasm, and all seats sold out within 15 minutes of registration opening. Since the program’s inception, more than 135 participants have successfully completed the basic certificate program. Congratulations to all who have participated, completed the program and received their certificates. 

 

The next logical step was creating the curriculum and courses to be offered for the intermediate certificate tier, the next level of education for individuals who have completed the basic certificate program. To be eligible for the intermediate certificate, you must have successfully completed the basic certificate program. The Certificate Program Subcommittee, a roster of seasoned unclaimed property professionals who have dedicated many years to understanding the complexity of unclaimed property regulations, has been hard at work developing this next phase.

 

Below are seven reasons to participate in either the basic or intermediate tiers. Perhaps one of them will help to persuade your employer to enroll you in the certificate program.

  1. Be acknowledged internally for your expertise. What we do as unclaimed property professionals isn’t always understood by our employers, but the meaning of being a certificate holder within your profession is understood. Universally, holding a certificate means that you hold a certain level of expertise and had to complete quantifiable goals to receive it. 
  2. Become more effective and confident in your responsibilities. You’ll learn the fundamentals of compliance at a deeper level than you could in one educational session. 
  3. Be one of the first in your organization to hang the unclaimed property certificate above your desk. Whether it’s the basic tier or the intermediate tier, this is an achievement of which to be proud. (My certificate is on display for everyone to see when they visit my desk.)
  4. For managers with new employees, use this as a long-term training solution for your newer employees. It will teach and reteach topics throughout the year – to relieve you from providing that continued education new professionals demand and need. 
  5. Grow as a professional. It’s always good to challenge yourself and learn something new. 
  6. Earn CPE while you learn. For every live webinar and in-person educational session you attend at the Annual Conference through the certificate program, you’ll be eligible to earn one CPE credit. 
  7. Be able to provide feedback and improve the program for future classes of the program. The program has been reviewed and tested, and we think it’s pretty awesome, but we’ll want your honest opinions about how to make this better for future participants. 
For more information, visit the certificate program web page, and watch for registration to open on July 11 at noon CDT. 

Tags:  certificate program  education  professional development 

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Certificate program provides unique opportunities for education and development

Posted By Administration, Wednesday, June 29, 2016

Since its inception, the Unclaimed Property Professionals Organization (UPPO) has made training one of its cornerstones. To give members a well-defined path to gain a well-rounded education in unclaimed property and to demonstrate their professionalism and knowledge, UPPO introduced the Unclaimed Property Certificate Program last year.

 

The inaugural group of 30 participants recently completed the program. The level of education provided as part of the certificate program surprised and impressed several of the first-year participants.

 

“It really showed me what I did and didn’t know,” says Shaunna Glogoza, accounts payable lead and unclaimed property clerk for Landauer, who has worked in unclaimed property for four years. “It’s easy to take for granted some of the fundamentals and think you know it all. I was expecting to simply refresh my existing knowledge and earn the certificate. I wasn’t expecting to get as much out of it as I did.”

 

Achieving the certificate requires completion of a series of live and on-demand webinars and UPPO Annual Conference sessions, along with a passing grade on quizzes following each education session. Topics include due diligence, dormancy, record retention, non-compliance liability, and timely remitting and reporting. See the full curriculum.

 

One of the many benefits of the program is the inclusion of all aspects of unclaimed property. Because practices and requirements vary by state, property type and industry, even people who have been handling unclaimed property for several years may not understand the nuances that don’t apply to their day-to-day responsibilities.

 

“Having worked in all areas of unclaimed property for about five years, I went into the program thinking it would be really easy,” says Jessica Rogers, unclaimed property administrator at Lincoln Financial Group. “But it put me in my place. The value far exceeded my expectations. I definitely learned a lot.”

 

In addition to the knowledge gained through participation in the program, achieving a certificate demonstrates a commitment to professionalism. It can build self-confidence of certificate recipients and the confidence of others.

 

“People have more trust in you if you’ve been through a formal educational program like this,” says Jason Higginbotham, CAPM, manager at Crowe Horwath LLP. “As a holder advocate, it helps me differentiate myself to be able to say I’ve been through the UPPO certificate program.”

 

The inaugural year certificate program participants are excited not only to have been part of the first group to achieve certificates, but also at the possibility for expansion of the program. Ideas include offering certificates for multiple tiers—beginner, intermediate and advanced. In fact, Higginbotham, who serves on the Certificate Program Subcommittee, says these are among the program’s long-term goals.

 

With registration opening on July 12 for a new class of participants, now is the time to consider whether it’s worth pursuing a certificate. Those who have been through it respond to this question with a resounding, “yes.”

 

“It’s absolutely worth it,” Glogoza says. “The amount you will learn can easily be applied to what you do every day. It’s one of those, ‘You don’t know what you don’t know until you find out’ things. Even people who have been in unclaimed property for several years can learn from it, so it’s definitely worth it.”

 

Higginbotham concurs. “There’s no other program out there for unclaimed property professionals that compares to this one,” he says. “If you work for a holder, this is the perfect way to get a broad introduction to unclaimed property and the only end-to-end overview of everything you need to know. If you’re a holder advocate, this is a good way to demonstrate to clients that you not only have the experience but also the education to represent them effectively.”

 

Learn more about the UPPO Unclaimed Property Certificate Program and watch for registration to open for the 2016/17 certificate program on July 12 a noon CDT/1 p.m. EDT. It will be limited to 65 members.

 

Tags:  certificate program  education  professional development  training  unclaimed property 

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Top 7 reasons to participate in the UPPO Unclaimed Property Certificate Program!

Posted By Administration, Thursday, August 27, 2015

Here are the top seven reasons to participate in the UPPO Unclaimed Property Certificate Program!

1. Be acknowledged internally for your expertise. What we do as unclaimed property professionals isn’t always understood by our employers, but the meaning of being a certificate holder within your profession is understood. Universally, holding a certificate means that you hold a certain level of expertise and had to complete quantifiable goals to receive it.

2. It’s an obvious one, but an important reason – you’ll become more effective and confident in your responsibilities. You’ll learn the fundamentals of compliance at a deeper level than you could in one education session.

3. Be one of the first to hang the unclaimed property certificate above your desk. It’s something only 30 people in the profession will be able to do. 

4. (For managers with new employees) Use this as a long-term training solution for your newer employees. It will teach and re-teach topics throughout the year – to relieve you from providing that continued education new professionals demand and need. Take a peek at the program curriculum.

5. Grow as a professional. It’s always good to challenge yourself and learn something new.

6. You’ll earn CPE while you learn! For every live webinar and in-person education session you attend at the Annual Conference through the certificate program, you’ll be eligible to earn one CPE credit. That’s six CPE credits, right there!

7. Be able to provide feedback and improve the program for future classes of the program. The program has been reviewed and tested, and we think it’s pretty awesome, but we recognize it’s the first year it’s ever been offered. We’ll want your honest opinions about how to make this better for future participants – leaving the first class with the ability to influence change the most. 

Do you have a reason why you are participating in the program that wasn’t included in this list? Leave it in the comments section.


More information

Find more information about the program on the FAQ page

Tags:  certificate program  education  professional development  unclaimed property  UPPO 

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