Preparing for Fall Reporting: Legislative Shifts, Watch-outs, and What's Next for Unclaimed Property
Fall reporting remains one of the most significant compliance deadlines on the unclaimed property calendar, and preparation is key to a smooth cycle. This year, holders should be tracking the continued rollout of NAUPA III standards, ongoing state legislative changes, and increased attention on UP at both the state and federal level - all factors that can affect reporting obligations and timelines.
In this session, Sovos experts Freda Pepper, General Counsel, Unclaimed Property, and Joe Pollock, Senior Director, Compliance Services, will walk through the trends they're watching most closely and what they mean for your reporting process. We'll cover where organizations should be focusing their attention now - from due diligence to data integrity - to help ensure a well-managed fall reporting cycle.
Key learnings include:
- An overview of the legislative and regulatory developments - including NAUPA III updates and regulatory updates - relevant to this year's fall reporting cycle.
- Practical guidance on where to focus preparation efforts now to support an accurate, well-managed fall reporting cycle.
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| Date | Time | Duration |
| August 25, 2026 | 12:45 pm EDT | 60 minutes |
Speakers
Freda serves as General Counsel, Unclaimed Property for Sovos. She is a nationally recognized expert on unclaimed property laws with over 15 years working in the unclaimed property industry. She has counseled companies in all industries on unclaimed property issues including compliance, unclaimed property audit defense, voluntary disclosure, and other unclaimed property matters. She has authored numerous articles and is a recognized and frequent speaker at national and client driven conferences. Freda serves as the President of the Unclaimed Property Professionals Organization for the 2024/2025 term.