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VDA's: Everything but Delaware
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July 25, 2013
1:00 PM - 2:00 PM (Eastern Time)

Have you done an internal risk assessment of your unclaimed property exposure and identified property for multiple jurisdictions? Have you entered into the Delaware Voluntary Disclosure Agreement (VDA) program and identified property for other jurisdictions? What about other jurisdictions such as New York, Texas, Florida and Illinois, to name a few, that also have voluntary compliance programs available to holders? During this webinar, Janea Matchett and Jim Weigand will provide attendees with important information for a number of jurisdictions, including:

  • When does it make sense to enter into a VDA and if so, application guidelines
  • Look back periods (i.e., 10 years + dormancy) and/or the need for estimations
  • Special Requirements / Reporting Requirements / Due Dates
  • Suggested Practices

    Join us from the comfort of your own office! You are welcome to train multiple employees in one location with only one webinar connection, and one CPE credit is available per connection upon completion of the webinar. NEW: UPPO members may purchase additional connections in the same transaction for multiple locations or for an additional attendee to be eligible for CPE credit at a reduced $79 rate!
    Please click here to register*

    *If you are registering for multiple attendees please be sure to update the additional attendee's information on the registration screen. This will enable us to send important webinar information directly to each individual.

    Pricing for this Webinar:

    UPPO Member


    UPPO Member Additional Connection


    Non-UPPO Member


    Unclaimed Property State Administrator


     Instructions for the webinar connection and conference line will be distributed
    via email on July 24, 2013.

    Prerequisite: Must meet eligibility requirements to attend UPPO events. Click here to view the Eligibility Requirements

    Advance Preparation:  None                                           

    Learning Objective: Attendees will receive basic information on Voluntary Disclosure Agreement programs with states offering this program to holders in jurisdictions other than Delaware. Details such as application deadlines, reporting requirements and look-back periods will be discussed. Presenters will share their experiences and suggestions for best practices.

    Delivery Method:  Webinar - Internet Based

    Program Level: All 

    Attendees may register for webinars up to the date of the event with no late fee. No refunds will be made after registration is accepted. Webinar cancellations, registration charges, refund requests, and information regarding administrative polices and/or complaints, are to be directed to the UPPO Association Manager, Jackie Cote at 508-883-9065 or

    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:
    For questions about CPE credits contact: Jackie Cote at 508-883-9065 or

    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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