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Accounts Receivable Dos and Don'ts for

Unclaimed Property webinar

Wednesday, July 24, 2019

1 - 2 p.m. EDT/noon - 1 p.m. CDT
Cost: included with membership

Accounts receivable credit balances are a common, yet complicated source of unclaimed property liability for many companies. This webinar will provide insight to help you understand how credit balances occur and develop steps to reduce your unclaimed property liability in the AR department.


Learning Objectives

  • Identify common scenarios that create accounts receivable credit balances
  • Learn to minimize unclaimed property exposure in the AR department
  • Understand the policies, procedures and practices needed to reduce unclaimed property risk in accounts receivable
  • Examine methodologies used by auditors when auditing AR

Education level



Cornel Lupu, Keane


Colleen D'Eramo, Owens Corning

IRA Essentials webinar

Wednesday, August 7, 2019

1 - 2 p.m. EDT/noon - 1 p.m. CDT
One CPE credit available. Cost: $99/member connection; $149/non-member connection.

Unclaimed property reporting of non-ERISA retirement arrangements is becoming increasingly complex. The Internal Revenue Service issued a ruling last year regarding federal tax withholding from individual retirement account distributions, and recent RUUPA-inspired legislation addresses escheatment of IRAs. Keeping up with these developments is essential.


Learning Objectives

  • Identify unclaimed IRAs and learn how to properly report them to the states
  • Understand what constitutes “contact” in most states
  • Explore various state requirements for IRA escheatment
  • Examine proper aging and IRS-required tax withholding of traditional IRAs

Education level



Michael Rato, McElroy, Deutsch, Mulvaney & Carpenter, LLP



Webinar schedule


Accounts Receivable Dos and Don'ts for Unclaimed Property

Wednesday, July 24;

1 - 2 p.m. EDT


IRA Essentials

Wednesday, August 7;

1 - 2 p.m. EDT


Statistical Sampling

Wednesday, November 13; 1 - 2 p.m. EST


Comparing RUUPA, ABA Model Act & NAUPA

Wednesday, November 20; 1 - 2 p.m. EST


CPE credits

For webinars eligible for 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.

Prerequisite: Must meet eligibility requirements to attend UPPO events.

Advance preparation: None
Delivery method: Group Internet Based

Field of study: Management Services
Program level: All  

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:

For questions about CPE credits contact: Shannon Wild at 763-253-4341 or



Live UPPO webinars are available exclusively at the published time and are not archived for replay.


Cancellation policy

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


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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