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Strategic Plan
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UPPO Strategic Plan

for fiscal years May 1, 2019 thru April 30, 2022

Vision Statement

UPPO is the bridge between our members and the states to identify and implement common ground solutions to benefit all stakeholders.


Mission Statement

UPPO is the leading community and resource for unclaimed property compliance, education, networking, advocacy and reform.


Goal: Advocacy – Laws are consumer and compliance friendly


  • Evaluate structure of Government Relations and Advocacy Committee to become more agile and effective
  • Create and maintain a priority issues list
  • Concentrate on limited number of priority issues that impact greatest number of members
  • Increase ability to create grass roots advocacy by understanding our members political and policy interests and connections
  • Develop a broader base of members within organizations (C-suite)
  • Build relationships with stakeholder groups
  • Increase the understanding and importance of advocacy with members and other stakeholder groups

Goal: Public Perception – Property owners and holders have a good understanding of unclaimed property and their role in ownership


  • Create communications materials for holder members or fee based for non-member
  • Develop marketing campaigns leveraging social media and technology
  • Create information about the role of Claimant Representatives – how beneficiaries work in unclaimed property
  • Develop strategy to align with other stakeholder groups to increase positive public perception of unclaimed property
  • Develop and implement strategy for press releases and standardized contact guidelines
  • Create UPPO sponsored information for consumers

Goal: State Relations - Build a constructive relationship with the states


  • Increase state administration (NAUPA) attendance at the annual conference
  • Develop projects together with the states to restore mutual trust
  • Work with states and claimant representatives to maximize reunification of property to consumers
  • Design and implement standard audit protocol for consistent compliance
  • Work with states to develop uniform data standards
  • Promote fair and balanced uniformity in state laws

Goal: Education – Compliance, Consistency and Identify Member Needs


  • Continue to support the existing certificate program and research the implementation of a certification program
  • Increase efforts to Identify and meet member needs for education
  • Evaluate existing education delivery methods and explore the need for additional educational delivery opportunities
  • Enhance the speaker registry and ensure UPPO provides best in class speakers for all education events
  • Add increased focus on more compliance topics to enable members to effectively perform their duties
  • Develop tools to assist in disseminating education internally for member companies
  • Research the possibility of developing curriculum for post-secondary education
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