About our Thought Leader in Unclaimed Property video series
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Preparing for an unclaimed property audit
You don’t know what you don’t know - Pamela Wentz, National Practice Leader of Georgeson’s Unclaimed Property Consulting Practice discusses steps to help protect your company in the event of an unclaimed property audit.
The holders perspective – unclaimed property in the oil & gas industry
Sherri Moll, Division Order Manager & Unclaimed Property Manager at CountryMark discusses obstacles with unclaimed property for the oil and gas industry.
A chat with Freda Pepper on unclaimed property law
Freda Pepper, Counsel at Reed Smith, discusses unclaimed property law and data security concerns.
Dana Terry Discusses the Five Ws of Due Diligence
Almost all states and reporting jurisdictions that collect unclaimed property require holders to first attempt to contact owners before reporting the property to the state. The objective of due diligence is to return unclaimed property that has remained dormant on a holder’s books to the rightful owner. Learn what your company needs to do to comply with state mandated due diligence requirements.
How to Avoid Escheatment
Georgeson’s Unclaimed Property team has reunited more than one million owners with more than $3.5 billion in assets. Mike Ryan discusses why nothing good ever comes from escheatment (the process of turning over unclaimed or abandoned property to a state authority) and how Georgeson partners with organizations to take the worry out of unclaimed property compliance.
The Model Unclaimed Property Act
Ethan Millar, Partner - Unclaimed Property at Alston & Bird, discusses the Model Unclaimed Property Act.
Unclaimed Property Regulation
Ann Plank, Unclaimed Property Manager at Franklin Templeton, discusses unclaimed property regulation and outsourcing unclaimed property compliance services. Learn how our team of dedicated unclaimed property professional can guide your organization through the complexities of unclaimed property.
The holders perspective – NCOIL and RUUPA’s impact on insurance companies
David Westmark, Senior Counsel at Thrivent Financial, discusses the role of the National Counsel of Insurance Legislators (NCOIL) and the Revised Uniform Unclaimed Property Act (RUUPA) and how they have impacted insurance companies.
Influential unclaimed property gift card rulings
Richard Zuckerman, partner at Dentons discusses recent influential gift card rulings.
Foreign Unclaimed Property
Jamie Ryan, Member, Baily Cavalieri discusses how internationational laws can impact unclaimed property.
Litigation and unclaimed property audits
Jennifer Borden, Attorney Borden Consulting Group, discusses how failing to plan can mean planning to fail when it comes to an unclaimed property audit.
Note: The views and opinions expressed in the videos on this site are those of the speakers, and do not necessarily reflect the official position of Georgeson, Computershare or affiliated companies.