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Navigating in the Changing World of Unclaimed Property Compliance
"Navigating in the Changing World of Unclaimed Property Compliance" covers:
- What reporting changes states are implementing due to COVID19?
- 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.