Contact Us ▫ Careers  Twitter Facebook

Skip Navigation LinksHolder-Seminar

banner-holder_seminar_nctreasurer2014-learn.png

Join Us for the 2015 North Carolina Unclaimed Property Holder Seminar

This year's seminar will feature national trends, history and fundamentals, presentations from the Department of State Treasurer's Unclaimed Property Division as well as nationally recognized unclaimed property specialists, and more!  

2015 Holder Seminar Details

​​When: Wednesday, August 5th from 9:00 a.m. - 4:00 p.m.
Where:​ ​NCSU's McKimmon Center for Extension and Continuing Education
Raleigh, North Carolina


Registration for the 2015 Holder Seminar has closed. 
We look forward to seeing all registered participants at the seminar!  Thank you.
 
​​​​2015 Agenda

 Time Session
9:00 - 9:15 a.m.
Welcome and Opening Remarks
Brenda Williams, Treasurer Cowell, Suzanne Darling
9:15 - 9:45 a.m.
Background
Suzanne Darling and Allen Martin
9:45 - 10:15 a.m.
What is Unclaimed Property?
Suzanne Darling and Will Spicer
10:15 - 10:30 a.m.
Break
10:30 - 11:00 a.m. Becoming Compliant and Remaining Compliant
Becky  Bullock and MaryAnne Fitzpatrick
​11:00 - 11:30 a.m. ​The Four Step Process – # 1 Identifying Property
Don Harmon and Pacis Umubyey
11:30 a.m. - Noon ​The Four Step Process – #2 Locating Owners
Temekia Jones and Granger Roseberry
Noon - 12:45 p.m.
​Lunch
​12:45 - 1:15 p.m. ​The Four Step Process – #3 Preparing Your Report
MaryAnne Fitzpatrick and Rachel Tobin
1:15 - 1:45 p.m.
The Four Step Process – #4 Remitting Your Report
MaryAnne Fitzpatrick and Ursula Gray
​1:45 - 2:15 p.m. National Trends in Unclaimed Property
Kelly Chambers and Suzanne Darling
2:15 - 2:30 p.m. ​Break
2:30 - 3:00 p.m. ​Resources
MaryAnne Fitzpatrick and Ursula Gray
3:00 - 3:30 p.m.
​NC Efforts
Kelly Chambers and Sherronda Thompson
3:30 - 3:45 p.m.
​Questions and Answers
3:45 - 4:00 p.m. ​Conclusion