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Compliance Resources
Unclaimed Property 101 Webinar
NAUPA held a Webinar on September 30, 2009 with 1000 attendees. You can view a complete recording of the Webinar by following the directions below:
If you did not attend the Webinar, you must have Windows Media Player 9.0 or higher and download a GoToMeeting Codec to view the recorded meeting.
If you did attend the Webinar, you should be able to view the recorded meeting with Windows Media Player 9.0 or higher.
After you have followed the instructions above, click here to view the Webinar.
Click here to download the Webinar slides.
Unclaimed Property 101: The Essentials of Reporting and Compliance
As the financial professional responsible for the unclaimed property function at your company, you cannot afford to be misinformed. The National Association of Unclaimed Property Administrators (NAUPA) Education Committee invites you to attend a free Webinar that will provide reporting basics for accounting practitioners new to unclaimed property or anyone who would like to refresh their knowledge of this specialized field. You will have the opportunity to interact with state program administrators and other unclaimed property experts. The agenda will include:
Introduction to Unclaimed Property- History
- Basic Definitions
- Basic Definitions
- Rules of Jurisdiction
Identifying Unclaimed Property- Property Types
- Dormancy Periods
- Effective Due Diligence
- What Constitutes Activity?
Preparing Your Report - How/When/Where to Report
- Common Reporting Errors
- Advantages of Electronic Reporting
- Data Integrity
- Incidental Property (Reciprocal/Exchange)
Resources and Q & A
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