5 Things to Expect at the 2023 UPPO Annual Conference

Freda Pepper
February 23, 2023

The unclaimed property (UP) community will convene in Nashville starting Sunday, March 12 for the 2023 Unclaimed Property Professionals Organization (UPPO) annual conference. Approximately 600 people will descend upon the Nashville Renaissance Hotel for three and a half days of learning, networking and sharing of ideas. According to UPPO, the “conference integrates networking and premier education into every aspect of the agenda, providing attendees with the information and connections needed to minimize their companies’ risk, and achieve and sustain compliance with unclaimed property laws and regulations.”

Here are five events to look forward to during the conference.

  1. Diverse agenda – UPPO offers a conference with a jam-packed learning agenda covering all unclaimed property issues from the ABCs of UP to VDA expectations. The agenda appeals to unclaimed property professionals at all levels as there are four learning tracks: Basic, Intermediate, Advanced and Special Focus.
  2. Expert presentations – Don’t miss the experts from Sovos who will be presenting on a variety of topics. On Monday, March 13, Brian McCarthy, senior consulting manager and Ann Fulmer, director of consulting services, will be leading industry breakout sessions surrounding P&C Insurance and Life Insurance issues. Also, on March 13 at 9 a.m. CT, Paola Narez, senior consulting manager, will provide helpful information on what to do after receiving an audit notice. Learn about effective strategies for broad record requests, remediation and calculation. Following Paola’s presentation, join Laurie Andrews, principal consulting director, as she addresses issues around fraud by discussing prevention and detection strategies to mitigate fraud potential. On Tuesday, March 14, I will be discussing the latest legislative updates at 10:45 a.m. CT. Later that day, I will also sit on a panel discussing the Holders Coalition, what they do and their top initiatives from the past year. Finally, join Ann Fulmer as she presents “Tales from the Crypto,” old concepts, definitions, operations, statutes and regulatory structures that don’t fit anymore. You can catch Ann’s presentation on Marth 14 at 10:45 a.m. CT.
  3. Scholarship program – UPPO’s scholarship program was created to financially assist members and members’ families continue their education in college or vocational school programs. After the Monday session ends, join the fun at this year’s scholarship program event from 5-6 p.m. CT. This year will feature line dancing lessons where you can learn basic steps and progress to well-known country line dances. It’s sure to be a great time and a lot of laughs.
  4. All-conference event – Don’t miss the all-conference event at the renowned Country Music Hall of Fame. Enjoy dinner, drinks and a good time while mingling with conference attendees and taking in world class exhibitions. The event takes place Tuesday, March 14, from 6:30 – 10 p.m. CT.
  5. Networking – Many key influencers in unclaimed property will be attending the conference, which is why attendees should take advantage of the endless networking opportunities. Additionally, do not miss the industry breakout sessions where you can informally and openly converse with unclaimed property professionals in your industry. It is always helpful to hear how other companies are handling the same issues you may be encountering.

Take Action

Check out Sovos’ The State of Unclaimed Property annual report to get a deep dive into the state of UP and how businesses can alleviate compliance stress.

Sign up for Email Updates

Stay up to date with the latest tax and compliance updates that may impact your business.


Freda Pepper

Share This Post

North America Tax Information Reporting
June 7, 2023
4 Ways to Elevate Your Direct State Reporting Process

Direct state reporting obligations have gotten increasingly difficult for some businesses over the past few years. With more states requiring direct reporting of form series 1099, more companies are subject to penalties if they do not comply with those obligations. As state reporting evolves, ensuring your process is efficient is critical. Strengthening your reporting process […]

EMEA VAT & Fiscal Reporting
June 7, 2023
The Value of SAP S/4HANA Add-On Software Certification

Many companies utilise SAP for their tax processes, but limitations in native software functionality add a layer of complexity. Custom coding is often required for businesses to achieve their desired results, producing the need for ongoing customisation and optimisation – this creates a hefty burden for companies, in addition to their tax compliance obligations. SAP-certified […]

North America Sales & Use Tax
June 5, 2023
Sovos Onboarding: 6 Departments Dedicated to Customer Success

If you are evaluating Sovos, we want you to understand expectations for the customer experience and what teams are there to support you. At Sovos, we have a range of teams ready to support you from the day you sign a contract. Whether it be a customer success representative to review the value you are […]

North America Sales & Use Tax
June 1, 2023
3 Things to Remember if You Get a Sales Tax Notice

Have you ever received a sales tax notice from a state department of revenue? Whether you answered yes or no, there are important things to keep top of mind to help keep your business prepared. Finding out that you have failed to comply with one or more of your sales tax obligations can be startling. […]

EMEA VAT & Fiscal Reporting
May 31, 2023
Bizkaia: What is Batuz LROE?

The Ledger of Economic Operations (Libro Registro de Operaciones Económicas), also known as LROE, is a main compliance element of the Batuz tax control system. This system is under implementation in the province of Bizkaia, located in the autonomous Basque community in Spain. Taxpayers under the Batuz mandate must comply with both TicketBAI and LROE […]