Details
 

June 18, 2019
11:00AM-12:00PM

Unclaimed Property Update (note special time)

11:00 AM ET / 10:00 AM CT

Webinar

Compliance with unclaimed property laws can be a hassle, but the increased risk of audits, interest, and penalties for non-compliance make this a necessity. While we may be approaching summertime, the fall unclaimed property reporting cycle – which includes over two thirds of the state deadlines, is also just around the corner, and the time to prepare is now.

This informative session will cover what banks and credit unions need to know for the 2019 fall escheat cycle including:

  • Why and what you need to report
  • Reporting timelines
  • Dormancy periods
  • Banking property types
  • State profiles
  • Best practices
  • Update on audits
  • The importance of comprehensive policy and procedures

 

Speakers
Michael Ryan, Senior Vice President, Unclaimed Property Services at Georgeson

Pamela Wentz, National Practice Lead, Unclaimed Property Consulting at  Georgeson

 

AAP credits 1.2

APRP credits 1.2

Live Session

Member Price:$190
Non Member Price:$380

Recording Only

Member Price:$190
Non Member Price:$380

Live Session and Recording

Member Price:$250
Non Member Price:$500

 

 Click here to register

Printer-Friendly Version


2019-06-18 11:00:00 2019-06-18 11:00:00 America/Detroit Unclaimed Property Update (note special time) Compliance with unclaimed property laws can be a hassle, but the increased risk of audits, interest, and penalties for non-compliance make this a necessity. While we may be approaching summertime, the fall unclaimed property reporting cycle – which includes over two thirds of the state deadlines, is also just around the corner, and the time to prepare is now. This informative session will cover what banks and credit unions need to know for the 2019 fall escheat cycle including: Why and what you need to report Reporting timelines Dormancy periods Banking property types State profiles Best practices Update on audits The importance of comprehensive policy and procedures   Speakers Michael Ryan, Senior Vice President, Unclaimed Property Services at Georgeson Pamela Wentz, National Practice Lead, Unclaimed Property Consulting at  Georgeson   AAP credits 1.2 APRP credits 1.2 Live Session Member Price:$190Non Member Price:$380 Recording Only Member Price:$190Non Member Price:$380 Live Session and Recording Member Price:$250Non Member Price:$500    Click here to register Webinar