07/20/2025
What's UP? Unclaimed Property Update Aug. 13 & 14
Join us for a must-attend webinar where we’ll answer three critical questions:
- What is Unclaimed Property and how does it affect my Financial Institution?
Understand what qualifies as unclaimed property, how it’s reported, and why it matters to your operations and reputation.
- How can your Financial Institution stay current with Unclaimed Property laws and requirements?
With regulations constantly evolving, our speakers will walk through how to stay ahead of state-specific rules, audit triggers, and reporting deadlines.
- Need best practices to retain lost and dormant customers/members?
Our speakers will share practical strategies to proactively reduce escheatment, improve outreach, and re-engage account holders before it's too late.
This session is designed for banks, credit unions, and anyone responsible for managing dormant accounts or unclaimed property reporting.
Date: August 13 & 14, 2025
Time: 9:00 AM to 10:30 AM CT (each day)
Speakers: Michael J Ryan, Director – Business Development, Linking Assets, Inc., & James O. Santivañez, President, JMS Advisory Group
Don’t let unclaimed property become an unexpected liability. Get the clarity and strategies you need—join us! (Can't join live? Register and receive the webinar recordings straight to your inbox after the live sessions.)