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Unclaimed Property 101

Wednesday, November 28, 2012 at 02:00 PM EST


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Event Description:

It’s that time again…Pennsylvania Treasury Department is providing a free Webinar on reporting unclaimed property. The hour-long Webinar will provide a basic overview of unclaimed property and the reporting process, including how to identify unclaimed property, how to determine when an account becomes dormant, how to prepare an unclaimed property report and the importance of internal controls. We will also feature a live question and answer session at the end of the Webinar.


Business owners, CFO’s, tax preparers, controllers, and those who provide professional services to them, are encouraged to attend this timely, information-packed Webinar. Whether you are new to reporting unclaimed property or just need a refresher, this is a “must see” Webinar for all holders.

Participants can earn one free CLE.


Speakers:

Barbara Benkovic,
Assistant Division Manager,
Holder Compliance and Education,
Bureau of Unclaimed Property


As the Assistant Division Manager, Barbara works with the business community to ensure compliance with Pennsylvania’s Unclaimed Property Law. She specializes in holder compliance and electronic reporting methods. Barbara has served on a national committee to review new electronic reporting proposals to ensure compatibility with states’ unclaimed property databases. She has over sixteen years experience in the Bureau of Unclaimed Property.


Erin Desenberg,
Holder Compliance Specialist,
Bureau of Unclaimed Property


Erin specializes in helping companies and organizations come into voluntary compliance with Pennsylvania’s Unclaimed Property Law through educational seminars, outreach and direct contact. Her working knowledge of electronic reporting is valuable to both the Bureau and the holder community. Because she also has a background in claims processing, that experience helps to broaden her understanding of reporting unclaimed property accurately.


Jack Stollsteimer, Esq.,
Director,
Pennsylvania Bureau of Unclaimed Property


Jack was appointed as the Director of the Pennsylvania Treasury Department’s Bureau of Unclaimed Property in December of 2010. Prior to his appointment; Jack served as an Assistant District Attorney in Delaware County; as an Assistant U.S. Attorney for the Eastern District of PA; and as the Pennsylvania Safe Schools Advocate for the Philadelphia School District.