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2017 National Holder Workshop and Forum

The National Association of Unclaimed Property Administrators will host a Holder Interaction Focus portion of its Unclaimed Property Track at the NAST Treasury Management Training Symposium to be held at the Marriott City Center Hotel in Minneapolis, Minnesota. The intensive two-day seven hour seminar with additional networking time has been specifically designed for financial professionals who staff the unclaimed property function in their company. This is a unique opportunity to meet with state unclaimed property officials in a positive and cooperative environment to discuss issues that are important to you.

The Holder Workshop & Forum will begin at 1:15 p.m. on Thursday, May 11th and continue until 12 p.m. on Friday, May 12th. Single-company holders are invited to attend for the special rate of $395*, which includes the evening networking meal event and breakfast on Friday. The special hotel rate will be $174. Attendance also includes a one-year subscription to the NAUPA QRP States Unclaimed Property Monitoring Service.

*The registration fee for consultants, advocates, attorneys and other service providers that assist companies with consulting, compliance, legal matters, audits and/or reporting of unclaimed property will be at the private sector rate of $1350 for NAST Corporate Affiliates or $2600 for non-NAST members. Both private sector rates include the entire NAST Treasury Management Training Symposium.


CPE Credit Available
The National Association of State Treasurers is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Learning Objectives: At the conclusion of this workshop, participants will be able to apply practical information learned through case studies from peer offices and organizations as it relates to unclaimed property.

Education or Experience Prerequisite: No prerequisites are required.

Advanced Preparation: No advanced preparation required.

CPE: Holder Workshop participants will be able to earn up to 6 credits of CPE in fields of study including Personal Development, Finance and Economics.

Delivery Method: Group Live

Register Online

2017 NAUPA Program Committee
Dennis L. Johnston, Administrator, Utah Treasury, Chairman
Carolyn Atkinson, Esq., Deputy Treasurer of Unclaimed Property, West Virginia Treasury
Mark William Bracken, JD, Assistant Treasurer of the Commonwealth of Massachusetts/Director of the Unclaimed Property Division
John Gabriel, Director of Unclaimed Property, Tennessee Treasury, Chairman
Cozette Haley, Administrator, Idaho Treasury
Roxanna Hollenstine, Director of Unclaimed Property, Illinois Treasury
Kathy Janes, Director of Unclaimed Property, Oklahoma Treasury
Joshua Joyce Esq., Administrator, Unclaimed Property, Arizona Department of Revenue
G. Allen Mayer, Deputy General Counsel, Illinois Treasury
Hon. Andrea Lea, Arkansas Auditor of State
Curtis M. Loftis, Jr., NAUPA President and South Carolina State Treasurer

2017 NAUPA Education Committee
Kathy Janes, Director of Unclaimed Property, Oklahoma Treasury, Chairwoman
Phillip Carlton, Assistant Director, Division of Unclaimed Property, Florida Department of Financial Services, Vice Chairman
Melinda F. Barbish, Audit/Accounting Manager, Virginia Treasury
Joani Bishop, Director of Unclaimed Property, Texas Comptroller of Public Accounts
Jennifer Brown, Manager, Holder Education and Research Unit, N.Y. State Comptroller's Office
Garth Farrend, Audit Manager, Colorado Treasury
Kathleen Lobell, Director of Unclaimed Property, Louisiana Treasury
Ted Rozalski, Section Chief, Holder Compliance and Safe Deposit, California State Controller's Office
Brenda Williams, Deputy Treasurer, North Carolina Treasury
Sara Withrow, Receipts Manager, West Virginia Treasury

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

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