Now is the time to be proactive and make sure your unclaimed property policies and procedures are up to date. ​

Even companies that outsource all or a portion of their unclaimed property reporting process need good policies and procedures that cover all your responsibilities. Comprehensive, up-to-date procedures can help ensure co​​​mpliance and provide some protection during an unclaimed property audit. Conversely, incomplete or inaccurate written procedures can almost guarantee compliance problems at some point down the road.

This session will discuss:

  • What it takes to develop, document and implement comprehensive procedures that help your company comply with complex unclaimed property laws
  • Components of a successful policy and procedures document
  • Tips on implementation and document retention


Pamela Wentz
National Practice Leader, Unclaimed Property Consulting
Georgeson LLC

Mike Ryan
Senior Vice President, Unclaimed Property Services
Georgeson LLC


Dana Terry
Unclaimed Property Consulting Director
Georgeson LLC

This webinar was originally recorded in April of 2018.


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