Unclaimed Property Professionals Organization Inc

Programs: Education:uppo offers a variety of educational events for both members and non-members. Its three main educational events include webinars, regional education seminar and annual conference with membership business meeting. Webinars: uppo began offering webinars in december 2009. Webinars are conducted for a registration fee as well as complimentary as a member benefit and to recruit new members. During fiscal year 2013-2014, $6,889 in income was earned with a corresponding expense of $5,620 for the net revenue of $1,269. As part of uppo's strategic plan, webinars are to be conducted at least once per fiscal year quarter. The "virtual learning" committee creates the topics and content to help grow this area. Regional education seminars: uppo has been offering regional education seminars for the past nine years. In fiscal year 2013-14, the regional conference was held in chicago, il. The purpose of the regional conference is to offer two tracks of education for unclaimed property professionals; basic and intermediate. Some of the subject matter included: -unclaimed property essentials -due diligence -unclaimed property compliance program -unclaimed property auditsin addition, there is a small exhibitor area that generates some additional revenues. In fiscal year 2013-2014, there were 98 attendees at the regional education seminar. The seminar had ten exhibits, and the net income from the seminars was $12,803. Annual conference: uppo has conducted an annual conference which is typically a three-day educational event that provides in-depth education and training for unclaimed property professionals. In addition, there is also an exhibitor area. In fiscal year 2013-2014 the annual conference had 18 exhibits and 611 attendees. The annual conference had a net income of $194,394 for the year, which is a $11,000 decrease from the previous year. As with the regional education seminars, there are tracks based on level of experience; basic, intermediate and advanced. Some of the topics include: -unclaimed property 101 -legislative and legal update -foreign unclaimed property -unclaimed property reform -policies and procedures -inactivity vs. Returned mail -asset recovery -audit basics -holders' rights -mergers, acquisitions and divestitures -electronic reporting

membership:dues are paid by corporations with four different tiers, each tier with the option of two levels: basic and plus:-tier 1 membership includes up to three individuals basic $435plus $625-tier 2 membership includes up to six individuals basic $710plus $910-tier 3 membership includes up to nine individuals basic $975plus $1,175-tier 4 membership includes 10 to 49 individuals basic $1,125plus $1,325-tier 5 membership includes 50-75 individualsbasic $2,000plus $2,500the "plus" level of membership allows the member company to customize the legislative alert service to their specific industry or geographic location(s). Membership benefits include:-state legislative compliance tracking-legislative and legal alerts-online jurisdictional resource guide-online communities of practice/forums-member-only website content-discounts on education registration including: virtual and face to face education events-free access to career center