Hear from industry specialists as we discuss the basic principles of unclaimed property and how to apply them.
What is unclaimed property?
Why are there unclaimed property laws?
How to comply with the different laws?
During this webinar, we’ll cover the unclaimed property basics that serve as the foundation for an unclaimed property compliance program – plus best practices to help you stay in compliance.
Participants will:
- Recognize unclaimed property basics and general reporting requirements
- Be able to apply the basic principles to their industry
- Identify best practices for compliance
Speakers:
Pamela Wentz
National Practice Leader, Unclaimed Property Consulting
Georgeson LLC
Val Jundt
President
VMJ Consulting
Meghan Hartley
Unclaimed Property Consulting Manager
Georgeson LLC
Moderator:
Dana Terry
Unclaimed Property Consulting Director
Georgeson LLC
CPE Information
Recommended CPE Credit: 1.0
Recommended Field of Study: Specialized Knowledge
Program Level: Basic
Prerequisites: None
Advance Preparation: None
Delivery Method: Internet Based
For more information regarding refund, complaint and program cancellation policies, please contact our offices at 201.744.5405.
