As we gear up for the 2025 UPPO Conference, our team is buzzing with excitement and anticipation. This annual event is a cornerstone for professionals in the unclaimed property field, and we are thrilled to be part of it once again. Two of our esteemed colleagues, Carla McGlynn and Dan Mayer, will be speaking at this prestigious event. “Sharpen Your Focus” promises to be an invaluable opportunity for professionals in the unclaimed property industry to connect, learn, and share insights.
Our Key Takeaways from Last Year
Reflecting on last year’s conference, we were impressed by UPPO’s commitment to offering education at basic, intermediate, and advanced levels. The concurrent sessions at these levels are very worthwhile due to the extensive exposure and well-rounded speakers. We particularly valued the approach of combining perspectives from both holders and service providers in presentations, offering a comprehensive view of the topics discussed.
What We’re Presenting This Year
Carla McGlynn: Reporting & Remitting
Carla, a veteran speaker at UPPO since 2003, will be presenting on the crucial topic of reporting and remitting. This session will delve into the latest best practices and regulatory updates, providing attendees with the knowledge needed to ensure compliance and streamline their unclaimed property processes. Carla’s vast experience and insights make this a must-attend session for anyone looking to enhance their understanding of unclaimed property reporting.
Dan Mayer: Healthcare Industry Overview in Unclaimed Property
Dan will be facilitating a session focused on the healthcare industry’s overview in unclaimed property. This session will explore the unique challenges and opportunities within the healthcare sector, providing an in-depth analysis of how unclaimed property laws impact healthcare providers and insurers. With Dan’s extensive knowledge and experience in the industry, attendees can expect a thorough and engaging presentation that addresses both foundational and advanced concepts.
What We’re Looking Forward To
Our team is looking forward to networking and meeting both new faces and seasoned veterans in the industry. There’s always something to learn, whether it’s emerging technologies, litigation updates, or best practices. In addition, we appreciate the opportunity to interact with state representatives which is highly beneficial.
One of the hot topics we’re keen to learn more about are updates on the long-awaited NAUPA 3 reporting format. It represents a significant advancement in unclaimed property reporting, offering greater accuracy, flexibility, and ease of use. Several of the enhancements we’ll learn about should include:
- XML-Based format
- New data elements and codes
- Improved validation tools
Why Should You Attend the 2025 UPPO Annual Conference?
The UPPO Annual Conference is a must-attend event for anyone involved in unclaimed property. It offers a unique platform to:
- Network with Industry Leaders: Connect with peers, experts, and thought leaders from across the industry.
- Gain Knowledge: Attend sessions and trainings led by top professionals, including our very own Carla McGlynn and Dan Mayer.
- Stay Updated: Learn about the latest trends, regulatory changes, and technological advancements in unclaimed property management.
- Enhance Skills: Participate in hands-on workshops and gain practical skills that you can apply in your organization.
We are proud to have Carla and Dan represent our organization at this year’s conference. Their expertise and insights will undoubtedly contribute to the success of the event and provide valuable takeaways for all attendees.
We look forward to seeing you at the 2025 UPPO Annual Conference!