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  • Monthly meeting January 16- Unclaimed Property- The Top Ten Things Financial Professionals Should Know

Monthly meeting January 16- Unclaimed Property- The Top Ten Things Financial Professionals Should Know

  • 01/16/2019
  • 11:30 AM - 1:00 PM
  • Talking Stick Golf Club- 9998 East Talking Stick Way, Scottsdale, AZ 85256

Registration

  • Sponsor Benefits-
    1) One piece of marketing collateral can be distributed at the meeting.
    2) One complimentary attendee can attend the sponsored event.
    3) A banner or tablecloth can be on display at the event, plus PowerPoint recognition.
    4) Business cards and additional collateral can be provided at the Registration Table for the event.
    5) Specific mention at the sponsored event including a 2-3 sentence about your company.
    6) Logo will be placed on the website event listing, blast luncheon invites to all contacts as well as social media post about the event.
  • 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.
Registration is closed


Wednesday, January 16, 2018 11:30 a.m.- 1:00 p.m.
Location: Talking Stick Golf Club- 9998 East Talking Stick Way, Scottsdale, AZ 85256

Topic: Unclaimed Property- The Top Ten Things Financial Professionals Should Know 

Speakers: Robert Tucci and Jim Weigand

Robert Tucci is a Managing Director on the Unclaimed Property Management Solutions Team of True Partners Consulting.  Robert has extensive experience in unclaimed property consulting, specializing in the performance of comprehensive diagnostic reviews, and multi-state audit defense.  Before joining True Partners Consulting LLC, he held the position of Co-Leader of Grant Thornton’s National Unclaimed Property Practice.  Prior to Grant Thornton, he was the Central Region Leader of Deloitte & Touche’sNational Unclaimed Property Services Group.

From 2001-2015, Robert has been a speaker for holder education seminars sponsored by UPPO and other professional groups.

Jim Weigand is a Senior Manager in the National Unclaimed Property Practice of True Partners Consulting LLC.  Jim has extensive experience in unclaimed property consulting, including audit defense, comprehensive diagnostic reviews, quantitative analysis, exposure remediation and various voluntary settlement procedures.  Additionally, Jim plays an integral role in assisting clients with their annual unclaimed property compliance processes.

Jim has been a speaker for holder education seminars sponsored by various professional groups, including Unclaimed Property Professionals Organization, American Payroll Association, Association for Financial Professionals, Council of Petroleum Accounting Societies and Strafford Publications.

11:30-11:45 a.m. attendee arrival and registration

11:45-1:00 Luncheon served and presentation

Regular members: $35
Guests: $55
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 page on our web site.

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


AFP of Arizona | Administration by KML Management
at 303-883-4152 kimlott@kmlmanagement.com 
© Association for Financial Professionals of Arizona

AFP of Arizona is a 501(c)6
non-profit organization. 

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