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Monthly meeting July 15

  • 07/15/2015
  • 11:30 AM - 1:00 PM
  • Seasons 52, 2502 East Camelback Road, Phoenix 85016

Registration

  • This option is for members who prepaid for meetings.
  • If you need to pay by check, please fill out the form on the Manual Registration page
  • This option is for members who did not prepay for meetings.

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Unclaimed Property Reporting: What You Need To Know


Wednesday, July 15, 2015

11:30 a.m.- 1:00 p.m.

Seasons 52, 2502 East Camelback Road, Phoenix 85016

 

Partial members and guests: $30

Full members: included in annual membership

 

Payment is by PayPal. If you need to pay by check, please register with check payment and then complete the form on the Offline Meeting Registration tab of our web site.

 

Please register even if you have a full membership so that we have an accurate attendee count.

 

What is unclaimed property?

Why should you be concerned about compliance?

What is the history of where I need to report?

What are my essential responsibilities?

How do you become compliant?


Speaker: 


Heather Steffans has over 18 years of professional experience in unclaimed property solutions. Prior to joining MarketSphere, Steffans served a vice president of sales at Keane Unclaimed Property after having spent 16 years as a senior leader within StoneRiver marketing TRACKER® and unclaimed property consulting and outsourcing solutions. 


Steffans is a respected senior unclaimed property business development professional with proven skills in needs analysis and strategic problem solving to help unclaimed property holders reduce the negative impact of escheatment and achieve best outcomes. Steffans’ nearly two decades of experience spans multiple industries and product offerings. She is a specialist in communication and broadening relationships to understand and meet client’s escheatment needs. Steffans is recognized in the abandoned and unclaimed property industry as a subject matter expert and thought leader, tradeshow expert, popular industry conference speaker and veteran webinar presenter. 


Ms. Steffans has spoken at Lorman Seminars, National Business Institute Seminars, Unclaimed Property Professional Organization (UPPO), American Payroll Association, Association of Financial Professionals, Regional Treasury Management Conferences (TEXPO, New York Cash Exchange, Southern Financial, and Windy City),  The Institute of Financial Operations, Institute of Management & Administration, Investment Management Institute, National Restaurant Tax Executive Conference, International Accounts Payable Professionals, The Advanced Accounts Payable Institute, Statewide Accounts Payable meetings, and several Users Conference. Heather has served as a Co-Chair on the Professional Development Committee, Membership, and Communication committees and received the UPPO Presidential Award in 2010. Heather holds a BBA from the University of Iowa.  

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