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Not in compliance? Tips to Avoid an Audit
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Not sure if you're in compliance? Join this upcoming webinar to learn the best practices to avoid an audit, completing state questionnaires, VDA processes in Delaware and other states, and ongoing compliance. If you are a holder and feel that you may not be in full compliance, you won't want to miss this opportunity to learn the most effective ways to stay off the state's radar.

6/15/2016
When: Wednesday, June 15, 2016
1-2 p.m. EDT
Where: Conference Call and Online
United States
Contact: (763) 253-4340


Online registration is closed.
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June 15, 2016
1 - 2 p.m. EDT 

 

Not sure if you're in compliance? Join this upcoming webinar to learn the best practices to avoid an audit, completing state questionnaires, VDA processes in Delaware and other states, and ongoing compliance. If you are a holder and feel that you may not be in full compliance, you won't want to miss this opportunity to learn the most effective ways to stay off the state's radar.


Learning objectives

  • Identify best practices to avoid an audit
  • Explain the VDA process
  • Learn to complete state questionnaires
This webinar is eligible for one 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.


UPPO members may purchase additional connections in the same transaction for multiple locations, or for an additional attendee to be eligible for CPE credit, at a reduced $79 rate!


Registration fees

UPPO member
$99
UPPO member: additional connection
$79
Nonmember
$149
Jurisdiction administrator
$99

 

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 uppo@uppo.org.

 

About the speakers

Ricardo Garcia, Senior Director Unclaimed Property West Regional Leader, BDO USA, LLP

 

Janea' Matchett, Unclaimed Property Program Director, Cox Enterprises, Inc. 

Connection instructions

Connection instructions will be distributed via e-mail on Tuesday, June 14, 2016.

 

Additional information

Prerequisite: Must meet eligibility requirements to attend UPPO events.

Advance preparation: None
Delivery method: Webinar - internet based
Program level: All  

CPE sponsor

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: www.learningmarket.org.

For questions about CPE credits contact: Shannon Wild at 763-253-4341 or shannon@uppo.org.


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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