​Hear from industry specialists as we discuss the basic principles of unclaimed property and how to apply them. ​

What is unclaimed property?
Why are there unclaimed property laws?
How to comply with the different laws​?

During this webinar, we’ll cover the unclaimed property basics that serve as the foundation for an unclaimed property compliance program – plus best practices to help you stay in compliance.​

Participants will:

  • Recognize unclaimed property basics and general reporting requirements 
  • Be able to apply the basic principles to their industry
  • Identify best practices for compliance​

Pamela Wentz
National Practice Leader, Unclaimed Property Consulting
Georgeson LLC

Val Jundt
VMJ Consulting

​​​Meghan Hartley
Unclaimed Property Consulting Manager
Georgeson LLC


Dana Terry
Unclaimed Property Consulting Director
Georgeson LLC



CPE Information
Recommended CPE Credit: 1.0
Recommended Field of Study: Specialized Knowledge
Program Level: Basic
Prerequisites: None
Advance Preparation: None
Delivery Method: Internet Based


For more information regarding refund, complaint and program cancellation policies, please contact our offices at 201.744.5405.




Unclaimed Proper​​ty Basics and Beyond​​​

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