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Challenges of Changing Technology and State Requirements

Wednesday, July 15; 1 - 2 p.m. Eastern

Cost: Included with membership

One CPE credit available


The unclaimed property compliance landscape is constantly evolving, fueled largely by changing state requirements and technological updates. Staying up-to-date with these changes is essential for effectively managing your company’s unclaimed property. This webinar will look at the latest changes involving technology and state requirement changes to help you adapt your practices.

 

Learning objectives

  • Address recent technology developments.
  • Examine the implications of NAUPA 3.
  • Understand the effects of consolidated and early filing.
  • Discuss several pre-filing suggestions.

Education level

Basic

 

Knowledge code

 

 

Presenters

To be determined

 


Advantages and Disadvantages of VDA versus Audit

Wednesday, Aug. 12; 1 - 2 p.m. Eastern

Cost: Included with membership

One CPE credit available


You know your company is not compliant with unclaimed property laws, and you know something needs to be done. But what should be your next steps? Proactively file a VDA? Perform an exposure analysis to determine potential liability? Wait for the dreaded audit notice? This webinar will examine the next steps when companies become aware of their obligations and their pros and cons.

 

Learning objectives

  • Identify the viable next steps to achieve compliance
  • Examine the financial, labor and time ramifications of a VDA
  • Learn the consequences of waiting for an audit
  • Understand the pros and cons of VDAs and audits

Education level

Intermediate/Advanced

 

Knowledge code

 

 

Presenters

To be determined

 


 

 

Webinar schedule


Challenges of Changing Technology and State Requirements 

Wednesday, July 15; 
1 - 2 p.m. Eastern

 

Advantages and Disadvantages of VDA versus Audit

Wednesday, Aug. 12; 
1 - 2 p.m. Eastern

 

Secrets of a Successful Unclaimed Property Compliance Program 

Thursday, Nov. 5; 
1 - 2 p.m. Eastern

 

International Unclaimed Property

Save the Date

Thursday, Nov. 12; 
1 - 2 p.m. Eastern

 

Policies and Procedures: Points to Ponder 

Thursday, Jan. 14; 
1 - 2 p.m. Eastern

 

Annual Conference Wrap-up (2021)

Save the Date

Wednesday, April 14; 
1 - 2 p.m. Eastern

 

 

 

Submit your topic ideas for future webinars here

 

Must meet eligibility requirements to attend UPPO events.

 

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.

Advance preparation: None
Delivery method: Group Internet Based

Field of study: Management Services
Program level: All  
Prerequisite: Basic knowledge of unclaimed property processes is recommended.


Official registry statement: 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.nasbaregistry.org

 


Questions, suggestions, or formal concerns? Contact us at (763) 253-4340 or uppo@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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