Naupa
What Is Unclaimed Property? News About Unclaimed Property Other Sources For Unclaimed Property Compliance Resources
Media About NAUPA State Government Member Login Contact Us






Home


Reporting Resources

2014 National Holder Workshop and Forum

The National Association of Unclaimed Property Administrators hosted the National Holder Workshop and Forum as part of its Unclaimed Property Track at the NAST Treasury Management Training Symposium in Lake Buena Vista, Florida on May 15-16, 2014. We greatly appreciate the unclaimed property reporting professionals who attended the intensive two-day, seven hour seminar. Links to the presentations are below.

We hope that you are making plans now to attend next year's conference that will be held May 14-15, 2015 in Kansas City, Missouri at the Westin Crown Center. Please check back for more information when it becomes available.

The Essentials of Reporting & Compliance Part 1
Moderator:
Phillip Carlton, Assistant Chief of Unclaimed Property, Florida Department of Financial Services
Speakers:
Jennifer Brown, Manager, Holder Education and Research Unit, N.Y. State Comptroller's Office
Kathy Janes, Director of Unclaimed Property, Oklahoma Treasury
Kathleen Lobell, Director of Unclaimed Property. Louisiana Treasury
Sara Withrow, Receipts Manager, West Virginia Treasury

Free Reporting Software Overview - UPExchange
Layton Olson, Eagle Technology Management, Inc.

Industry Specific Roundtables
Moderator:
John Gabriel, Director of Unclaimed Property, Tennessee Treasury

The Essentials of Reporting & Compliance Part 2
Moderator:
Phillip Carlton, Assistant Chief of Unclaimed Property, Florida
Department of Financial Services
Speakers:
Jennifer Brown, Manager, Holder Education and Research Unit, N.Y. State Comptroller's Office
Kathy Janes, Director of Unclaimed Property, Oklahoma Treasury
Kathleen Lobell, Director of Unclaimed Property. Louisiana Treasury
Barry Williams, Financial Examiner/Analyst Supervisor, Florida Department of Financial Services
Sara Withrow, Receipts Manager, West Virginia Treasury

Legislative Update
Speaker:
Cherish Simmons, Vice President, Xerox

Unclaimed Property Reporting Forum
Moderator:
Walter Graham, NAUPA President and Chief of Unclaimed Property, Florida Department of Financial Services
Speakers:
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
Sara Withrow, Receipts Manager, West Virginia Treasury
Kathy Janes, Director of Unclaimed Property, Oklahoma Treasury
Kathleen Lobell, Director of Unclaimed Property, Louisiana Treasury

Should you have questions or comments, please use our convenient online contact form.


The Information presented on this site is for information purposes only.
Copyright ©2014 National Association of Unclaimed Property Administrators. All Rights Reserved.