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Electronic Compliance webinar

Wednesday, May 15, 2019
1 - 2 p.m. EDT/noon - 1 p.m. CDT
Cost: $99/member connection; $149/non-member connection

One CPE credit available.


As states update their technology and their laws, electronic unclaimed property reporting and payment requirements are becoming increasingly common. Staying on top of these changes is essential to ensure compliance and avoid surprises when reporting deadlines loom. The webinar will provide an overview of electronic reporting requirements and examine trends that offer insight into what the future may hold.

 

Learning Objectives

  • Learn which states require electronic reporting and payment
  • Gain insight into electronic compliance trends
  • Understand the terms under which electronic compliance is offered as a voluntarily option, rather than required
  • Find out what current trends may mean for the future of electronic compliance

Education level

Intermediate


Speakers

Christa DeOliveira, Linking Assets Inc.

 

Melissa O’Donnell, Ryan LLC

  

Webinar schedule

 

 

 

Electronic Compliance

Wednesday, May 15;

1 - 2 p.m. EDT

 

Accounts Receivable Dos and Don'ts for Unclaimed Property

Wednesday, July 24;

1 - 2 p.m. EDT

 

IRAs

Wednesday, August 14;

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: 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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