Webcast: Unclaimed Property Reporting and Compliance

Calendar May 22, 2018

Join Duff & Phelps’ Unclaimed Property specialists for an informative and interactive webcast on unclaimed property reporting and unclaimed property compliance. Our experts will discuss how to keep up with ever changing legislation and regulation, as well as best practices on data gathering, liability reduction, state mandated due diligence and final reporting. You will learn how to navigate this complex compliance landscape.

Register Now

Time: 11:00 a.m. - 12:00 p.m. (CST)

Discussion Topics Include:

  • Property types that the states require companies to address
  • Unclaimed Property data gathering and system query techniques
  • Exemptions, deductions and liability reduction
  • State mandated due diligence notifications
  • NAUPA formatting
  • Final unclaimed property report preparation and submission
  • Payment remission
  • Record retention
  • Unclaimed Property Asset Recovery
  • Escheatment tools and best practices

Who Should Attend:

  • CFOs
  • Controllers
  • Tax Directors
  • Treasury Directors
  • Accounts Payable and Accounts Receivable

CPE Credit:

  • Eligible for 1 CPE in the finance discipline


  • Scott Regan, Director, Duff & Phelps
  • Keela Ross, Director, Duff & Phelps
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