Join us for an advanced unclaimed property webinar for financial institutions. As this is an advanced webinar, make sure you’ve attended or watched On-Demand our 101 webinar. Financial Institutions are unique when it comes to unclaimed property with different property codes, dormancy periods and even different reporting deadlines. During the webinar our experts will discuss advanced industry specific unclaimed property items pertinent to banks and credit unions followed by live Q&A. Topics will include:
- Non return of mail as contact
- Attribution/householding
- Audit methodologies applied to financial institutions
- Merges/acquisitions/consolidations
- Owner generated activity triggers
- And more