Barganier and Associates was happy to sponsor the Unclaimed Property Professionals Organization (UPPO) Holder Seminar held in Atlanta, Georgia this week. The seminar was held over two days in downtown Atlanta, covering topics such as holders' rights and responsibilities, policies and procedures, due diligence requirements, audit defense, and federal law preemption of state unclaimed property laws.
There were two tracks available to attendees based on their experience in unclaimed property - a beginner's track and an intermediate track. Barganier had personnel attend each session. Here are the top five takeaways that we gathered from the Holders' Seminar.