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Reporting Resources
2013 National Holder Workshop & Forum
The National Association of Unclaimed Property Administrators hosted an intensive day and a half seminar for financial professionals who staff the unclaimed property function in their company, May 16-17 in Pittsburgh, Pennsylvania. Attendees from across the country participated in the workshop with unclaimed property program administrators from 38 states and provinces.
Links to presentation PDFs:
The Essentials of Reporting & Compliance Part 1
• Kathy Janes, Director of Unclaimed Property, Oklahoma Treasury
• Jennifer Brown, Manager, Holder Education and Research Unit, N.Y. State Comptroller's Office
• Phillip Carlton, Assistant Chief of Unclaimed Property, Florida
Department of Financial Services
• Gary Qualset, CPA, Division Chief, Unclaimed Property, California State Controller's Office
The Essentials of Reporting & Compliance Part 2
• Kathleen Lobell, Director of Unclaimed Property, Louisiana Treasury
• Phillip Carlton, Assistant Chief of Unclaimed Property, Florida
Department of Financial Services
• Sara E. Denison, Receipts Manager, West Virginia Treasury
• Gary Qualset, CPA, Division Chief, Unclaimed Property, California State Controller's Office
• Patricia Barganier Thorn, CEO, Barganier and Associates LLC
Everyone Communicates, Few Connect
• Tom Cooper, Principal, BrightHill Group
The Truth, Whole Truth and Nothing But the Truth
• Jeremy Katz, Chief Operating Officer, State BPS, Xerox
• Samuel LaRosa, Vice President, Kelmar Associates, LLC
• Caroline Marshall, Esq., General Counsel, Verus Financial LLC
• Shane Osborn, CEO, Treasury Services Group
Legislative Update, Uniformity and Special Topics
• Cherish Simmons, Vice President, Xerox
Mark the date for next year's workshop!
May 15-16, 2014
Buena Vista Palace Hotel
Lake Buena Vista, Florida
2013 NAUPA Program Committee
Walter Graham, Chief of Unclaimed Property, Florida Department of Financial Services, Chairman
Carolyn Atkinson Esq., Deputy Treasurer of Unclaimed Property, West Virginia Treasury
Mary Celentani, Administrator, Wisconsin Treasury
Kathy Janes, Director of Unclaimed Property, Oklahoma Treasury
Joshua Joyce Esq., Unclaimed Property Administrator, Arizona Department of Revenue
Kathleen Lobell, Director of Unclaimed Property, Louisiana Treasury
Jim McKeon, Unclaimed Property Manager, Montana Department of Revenue
Lawrence Schantz Esq., Director, Office of Unclaimed Funds, New York State Comptroller's Office
Hon. Beth Pearce, President and Vermont State Treasurer (ex officio)
Should you have questions, please use our convenient online contact form. We will respond to your inquiry soon. Thank you.
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