Live Webinar

Unclaimed Property Best Practices

Wednesday, October 30th 1:00 EST | 1 CPE & CLE 

Join co-hosts Altus Group and ReedSmith for Unclaimed Property Best Practices.

Holders can engage in a number of unclaimed property best practices designed to identify areas of potential exposure and develop strategies to mitigate audit risk. This session will address the steps to consider to be ‘audit ready’ from both an accounting and legal perspective. Following our Unclaimed Property Policies and Procedures webinar presented in June 2019, this session is a practical guide for leveraging the policies and procedures developed to create an audit preparedness framework. This framework will reduce the stress of an audit as a holder will be poised to respond timely to audit requests, provide insight and awareness of material GL accounts and property type subject to audit, and strategies to reduce a holder’s unclaimed property liability.

Learning Objectives:

• How a thorough understanding of unclaimed property and strong policies and procedures are the cornerstone of a holder’s best practice framework

• How holders can be prepared and be ‘audit ready’ long before an audit notice arrives

• Legal best practices before and after an audit notice arrives to yield a better audit outcome

• The principle issues in managing a successful audit

CLE and CPE Information

Requesting credit will be done through the Survey circulated after the webinar

This program is presumptively approved for 1.0 general CLE credit in California, Illinois, New Jersey, Pennsylvania, Texas and West Virginia. For lawyers licensed in New York, this course is eligible for 1.5 credit under New York’s Approved Jurisdiction Policy. Please allow four weeks after the program to receive a certificate of attendance.

By attending this webinar you are eligible for 1 Continuing Professional Education Credit. To earn CPE credit the attendee must be logged into the webinar software for the duration of the webinar and answer a minimum of 3 polling questions. CPE credit is requested by completing the post-event survey which is displayed immediately following the webinar and again by email.
For more information regarding concerns and/or program cancellation policies please contact our offices at 703-245-9720.

Registration Form

From time to time, we would like to contact you via email with collections of best practices, industry trends, research, and other thought leadership. These may come in various formats—e-newsletters, reports, or blog summaries—and may include related details of other products and services we provide. These messages will, where possible, leverage the data you have provided us to ensure that are communications tailored to your specific needs and interests.

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