Entries by Sherry Hale

Are You Considering Outsourcing Your Unclaimed Property Processes?

Managing an organization’s unclaimed property can be a full-time job. With the complexities of regulatory requirements, the numerous due diligence and dormancy tracking rules by property type and state, along with due diligence requirements, also varying by state, record retention needs in case of an audit, as well as reporting to multiple states, the process […]

Sherry Hale

Marketing Manager

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2014 UPPO Annual Conference

The 2014 UPPO Annual Conference is the premier event for unclaimed property professionals in the U.S., with dozens of workshops and breakout sessions geared for novice, intermediate and experienced practitioners. When:  March 23-26, 2014 Where: Gaylord Texan Resort and Convention Center 1501 Gaylord Trail, Grapevine TX 76051 Please visit the UPPO Conference event page for […]

Sherry Hale

Marketing Manager

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