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Navigating in the Changing World of Unclaimed Property Compliance

Escheatment/Unclaimed Property Curriculum

"Navigating in the Changing World of Unclaimed Property Compliance" covers:

  • What reporting changes states are implementing due to COVID-19?
  • How to stay in contact with your members and customers?
  • Quick overview of unclaimed property basics
  • Unclaimed Property Procedures
  • Why to address unclaimed property before any mergers and acquisitions

Speakers

Dana Terry
Unclaimed Property Reporting Director
Georgeson LLC

Mike Ryan
Senior Vice President
Georgeson LLC

Meghan Hartley
Unclaimed Property Manager
Georgeson LLC

Pam Wentz
National Practice Leader
Georgeson LLC

Who should attend: This session is ideal for ACH Operations, Branch Personnel and Compliance Officers.



Price: Format:   Qty:      New!

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