Unclaimed property is a fast-moving and evolving area. And with more changes on the horizon for 2025, you won’t want to miss this latest webinar from Kodiak’s highly experienced unclaimed property experts.

Join us for an engaging interview style presentation where we break down the most prominent unclaimed property trends from 2024, their impact on organizations, and what we expect to see emerging in 2025. We’ll cover the broad unclaimed property horizon, including asset recovery, compliance and state filing, and how to navigate audits, voluntary disclosure agreements, and intensifying state enforcement programs.

At the end of this webinar, you will be able to:

• Describe changes in unclaimed property reporting requirements, including areas of focus and scrutiny from the states in 2024 and trends likely to return in 2025.

• Break down regulatory trends seen in 2024, including state enforcement actions and the proliferation of self-audit notices, such as Delaware’s Verified Report process, strategies for how you should respond, and what to expect on the enforcement front in 2025.

• Discuss asset recovery opportunities, including how best to navigate resistance from states to promptly pay claims, little-known sources of unclaimed property you can begin focusing on in 2025, and tips for expediting the reclaim of funds owed to your organization stashed away in these state and non-state sources.

Kodiak’s unclaimed property experts support more than 2,000 companies across all industries and can provide invaluable insights into—and a proven playbook for—all things unclaimed property.

Don’t miss this opportunity to learn how to manage your unclaimed property more effectively and efficiently heading into the new year. You’ll leave with a better understanding of how to not only stay compliant and respond to state enforcement actions but to minimize the time it takes to recover unclaimed property, maximizing your financial returns in 2025.

Presenters:
Michael Unger
Vice President, Unclaimed Property
Kodiak Solutions

Eric Asante
Manager, Unclaimed Property
Kodiak Solutions

McKenna Blackwell
Manager, Unclaimed Property
Kodiak Solutions

Cheryl Kennedy
Director, Unclaimed Property
Kodiak Solutions

Who should attend:
Finance and accounting professionals, tax practitioners, risk and compliance leaders, legal experts, unclaimed property specialists, and any other interested professionals

Continuing Education Credit
CPE Credits
Delivery Method: Group Internet Based
Field of Study: Specialized Knowledge
Program Level: Overview
Advanced Preparation:None
Prerequisites: None
CPE Hours Available: 1.0

There is no fee to participate in this event; therefore, there is no cancellation fee.

Additional CPE information
Note: To receive CPE credit, all participants must be logged into the session individually. CPE credit will only be granted in the name of the individual logged into the presentation.