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Multi-state Audits webinar
Tuesday, Dec. 12; 1 - 2 p.m. EST
Cost: $99/member or $149/nonmember
One CPE credit available

 

As states advance enforcement activities, holders express concern about multi-state audits. Whether you have been selected or are in the midst of an unclaimed property audit, this informative webinar will help you navigate through these challenges while juggling the demands of business continuity. Join us to learn how to equip and prepare your company to survive this enormous event.

 

Learning objectives

  • Learn how to navigate the audit process
  • Identify challenges of business continuity while under audit
  • Determine how to prepare your company for a potential audit

 

Education level

Intermediate


Speakers

Matthew Hedstrom of Alston & Bird LLP

 

Heela Popal of PricewaterhouseCoopers LLP

Webinar schedule

 

 

Multi-state Audits

Tuesday,
Dec. 12; 1 - 2 p.m. EST


Retaining Records

Wednesday, Jan. 10; 1 - 2 p.m. EST

 

Mergers & Acquisitions
Wednesday, Feb. 7; 1 - 2 p.m. EST

 

Retaining Records webinar

Wednesday, Jan. 10; 1 - 2 p.m. EST
Cost: Free with membership

 

This is a practical overview designed to assist holders or enhance written policies and procedures for minimizing risk and ensuring compliance. Attendees will understand statutory requirements and learn best practices for record retention.

 

Learning objectives

  • Identify best practices for record retention
  • Understand statutory requirements for record retention
  • Recognize the importance of written policies and procedures
  • Learn how records can be used in an audit

Education level

Basic


Speakers

Laurie Andrews, CFE, manager at Keane

 

Mark M. Watters, technical director for unclaimed property at DuCharme, McMillen & Associates, Inc.

 


 

Mergers & Acquisitions webinar

Wednesday, Feb. 7; 1 - 2 p.m. EST
Cost: $99/member or $149/nonmember
One CPE credit available

 

Publicity surrounding mergers and acquisitions can result in greater scrutiny from state unclaimed property administrators and third-party auditors. This informative webinar will help keep you ahead of the curve when acquiring another company. If your company is active in the M&A market, this is a can’t-miss webinar!

 

Learning objectives

  • Identify unclaimed property exposure inherited as a result of the transaction structure
  • Learn how to conduct appropriate due diligence
  • Understand ways to mitigate acquirer’s unclaimed property exposure
  • Recognize how to handle shareholder consideration in such transactions
  • Discuss unclaimed property best practices when acquiring another company

Education level

Intermediate


Speakers

TBD

 



 

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: Webinar - internet based

Field of study: Management Advisory 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.

 

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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