Duff & Phelps to Sponsor 2018 UPPO Annual Conference

Tampa Marriott Waterside, 700 South Florida Avenue

Tampa, FL 33602

March 4-7, 2018

Duff & Phelps Unclaimed Property practice is a proud sponsor of the 2018 UPPO Annual Conference, which will be held from March 4-7 in Tampa, Florida.

Register here for the conference

The annual conference is the premier event for professionals responsible for unclaimed property, providing information and connections needed to minimize your company’s risk, and achieve and sustain compliance with unclaimed property laws and regulations.

Managing director Robert Peters in Duff & Phelps’ Unclaimed Property practice will co-present on the intermediate-level session titled, “Fraud: How Secure Are You?”, which will examine government and private sector case studies, and essential controls to prevent internal and external fraud.

Additionally, director Sonia Walwyn, also in the firm’s Unclaimed Property practice, will co-present on the intermediate-level session titled, “Internal Outreach”. Within any organization, internal collaboration is critical for meeting unclaimed property compliance needs. Whether the end goal is a compliance issue, problem solving, a system conversion, or an innovative idea to make the process more efficient, find better ways to get help from people across business lines.

Related Services

Valuation Advisory

Valuation and consulting for financial reporting, federal, state and local tax, investment and risk management purposes.

Valuation Advisory

Tax Services

Property tax, site selection, transfer pricing, sales and use tax and unclaimed property advisory.

Tax Services

Valuation Advisory

Unclaimed Property and Tax Risk Advisory

Assistance to identify, manage and implement controls relating to transaction taxes and unclaimed property.

Unclaimed Property and Tax Risk Advisory

Case Studies

Sell Side Advisor

Duff & Phelps Advised GfK SE, a Portfolio Company of Kohlberg Kravis Roberts & Co, on the Contemplated Divestiture of Four Global Divisions to Ipsos S.A.

a portfolio company of

has entered into an agreement to divest its global custom research business to

Duff & Phelps Advised GfK SE, a Portfolio Company of Kohlberg Kravis Roberts & Co, on the Contemplated Divestiture of Four Global Divisions to Ipsos S.A.

Financial Advisor

Duff & Phelps Advised OHA Holdings Limited on its Recent Ownership Consolidation of Irving Oil Company, Limited

Duff & Phelps provided valuation and related advisory services to the Board of OHA Holdings LImited in its recent ownership consolidation of Irving Oil, Limited

Duff & Phelps Advised OHA Holdings Limited on its Recent Ownership Consolidation of Irving Oil Company, Limited

Sell Side Advisor