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Unclaimed Property Focus
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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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UPPO members play an essential role in growing membership

Posted By Administration, Thursday, October 12, 2017

The value of a professional organization like UPPO comes from strength in numbers. As membership grows, more knowledgeable individuals share their experiences and work to tackle common issues. So, it makes sense that recruiting new members is viewed as an essential, unending task for the organization.

 

Potential members often learn about UPPO from current members who are eager to spread the word about the organization’s benefits.

 

“The best individuals to sell the value that UPPO delivers are the members who have experienced it themselves,” said Chris Jensen, director of abandoned and unclaimed property compliance for Ryan. “Members can provide real-life examples about how they rely on other members to get questions answered or to come up with ideas to improve processes.”

 

When speaking with potential members, Jensen often touts three specific areas where UPPO shines:

  • Education: Webinars and the annual conference provide high quality education for professionals at all levels of experience.
  • Networking: Unclaimed property is such a niche profession that only those who are involved in it fully understand it. The ability to tap into that group’s knowledge is invaluable.
  • Advocacy: More than ever, holders and service providers need a voice fighting for them. Increasingly, UPPO gives them that voice.

James Santivanez, president and co-founder of JMS Advisory Group, believes encouraging client holders to become members builds greater trust.

 

“When our clients talk to other holders in their specific industry, they quickly learn that our advice and counsel is substantive and in line with what they’re learning,” he said. “That validation builds confidence and trust. If you have interested and engaged clients, you want them to be educated and to build their own knowledge base.”

 

Some of the other benefits that often resonate with potential members include tools and resources available on the UPPO website, including the Jurisdiction Resource Guide; and legislative and regulatory tracking via govWATCH.

 

“Any organization is going to be more valuable with as many intelligent inputs as you can gather,” Santivanez said. “It’s such an inclusive organization, whether you want to get involved in leadership, volunteer for committees, or just show up and quietly learn.”

 

As a token of appreciate for members who refer new members and to encourage member references, UPPO thanks recruiting members with a $100 gift card. To learn more about UPPO’s Membership Recruitment Program, access a digital version of the UPPO member packet or request printed copies, visit UPPO’s member referral web page.

 

 

Tags:  advocacy  education  membership  networking  recruitment  UPPO 

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UPPO members play essential role in growing membership

Posted By Administration, Thursday, October 27, 2016

Whether it’s educating holders, working to ensure fair regulation or bringing unclaimed property professionals together, UPPO’s initiatives depend on a large, active membership. Growing membership helps strengthen the organization and the profession it represents, so recruiting new members is an unending task.

 

Fortunately, many potential members learn about UPPO from current members who recognize the benefits of bringing more people into the organization.

 

Mike Ryan, senior vice president at Georgeson, has recruited several UPPO members. He often speaks to industry groups about unclaimed property issues, and includes a discussion about UPPO and its resources for holders within his presentations. Individual conversations with attendees at these events also often include encouragement to join.

 

“The greatest thing about UPPO is the networking—the sharing of ideas and things that work and don’t work,” Ryan says. “The more members we have, the more experiences we can tap into.”

 

Ryan finds that potential members are often intrigued by the ability to connect with peers who share similar issues and speak the same industry jargon. He frequently shares the benefit of the industry breakout groups at the UPPO Annual Conference and the online member forum.

 

“If someone handling unclaimed property for a bank, for example, knows the annual conference will likely be attended by peers from 20 other banks who understand the issues they’re dealing with and are willing to share, they want to be there too,” Ryan says.

 

Randy Hotz, president of Choice Plus LLC, recently referred a new member to UPPO. They first met at a Michigan Senate finance committee hearing and had a series of subsequent conversations. Several times, while talking about unclaimed property issues, Hotz mentioned UPPO’s work and encouraged membership.

 

He focused on the association’s long track record of advocacy, professional reputation and positive standing among stakeholders, including holders, the National Association of Unclaimed Property Administrators, individual state administrators, the American Bar Association and the Uniform Law Commission. Soon, his encouragement paid off in the form of a new UPPO member.

 

“For people truly interested in getting involved, it’s not that difficult to sell them on the benefit of membership,” Hotz says. The trick is identifying those people who are a little more active and motivated.”

 

In addition to the networking, conference and advocacy benefits, some of the other benefits that often resonate with potential members include:

  • Educational webinars and events
  • Tools and resources available on the website, including the Jurisdiction Resource Guide
  • Legislative and regulatory tracking via govWATCH  

 

As a token of appreciation for members who refer new members and to encourage member references, UPPO thanks referrals with a $100 gift card. To learn more about UPPO’s Membership Referral Program, access a digital version of the UPPO member packet or request printed copies, visit UPPO’s member referral web page.

 

 

Tags:  advocacy  education  membership  networking  recruitment  UPPO 

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Five Bucks for a Few Minutes – UPPO Membership Survey

Posted By Emily Lee, UPPO, Friday, November 1, 2013
Updated: Friday, November 1, 2013

UPPO is asking all members to take five to seven minutes to take the 2013 membership survey. To serve members better we need to understand members’ professional needs and what they want to gain from membership.

To thank you for your time and input, we are offering all UPPO members who complete the survey a thank you gift.

If you have questions about the survey, please contact Jackie Cote, association manager at 508-883-9065 or jackie@uppo.org.


More Resources

Are you an unclaimed property professional? Join UPPO today to jump-start your career.

Tags:  membership  membership survey  unclaimed property  uppo 

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