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Policies and Procedures webinar

Wednesday, Aug. 8, 2018
Cost: $99/member, $79/additional member, $149/nonmember
One CPE credit available

 

Developing, maintaining and using comprehensive policies and procedures is one of the most important steps in a holder's bid to be in compliance. Please join us for this detailed webinar covering the purpose of policies and procedures, getting upper management to buy in to the concept, and writing a document that not only fits the needs of your company but also segregates duties by department. Attendees will gain a better understanding of this underrated aspect of unclaimed property compliance.

 

Learning objectives

  • Gain an overview of policies and procedures components.
  • Understand specific roles and responsibilities.
  • Learn how to develop specific methodologies that are detailed, yet easy for future employees to use.

Education level

Intermediate


Speakers

To be determined

 

Webinar schedule



Policies and Procedures
Save the date!
Wednesday, August 8;
1 - 2 p.m. ET

Data Mining the
General Ledger

Thursday, September 20;
1 - 2 p.m. ET


 

Data Mining the General Ledger webinar

Thursday, Sept. 20, 2018
Cost: Included with membership


This is a practical overview designed to assist holders develop or enhance written policies and procedures for minimizing risk and ensuring compliance. Attendees will understand statutory requirements and learn best practices for Payroll, Accounts Payable disbursements, Accounts Receivable, accounts and relationships with Third-Party Administrators.

 

Learning objectives

  • Identify best practices for determining if the G/L account includes unclaimed property
  • Understand statutory requirements for reviewing the G/L and identifying unclaimed property
  • Recognize the importance of written policies and procedures
  • Learn how records can be used in an audit

Education level

Basic


Speakers

Lynn Gandhi, Partner at Honigman Miller Schwartz and Cohn LLP

 

Karen Stevens, Cigna Treasury Process & Technology

   
 

 

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: www.nasbaregistry.org.

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

 

Availability

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 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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