UPPO is the premier event for professionals responsible for unclaimed property. The conference integrates networking and premier education into every aspect of the agenda, providing attendees with the information and connections needed to minimize their companies’ risk, and achieve and sustain compliance with unclaimed property laws and regulations.

Guidehouse Sessions:

Industry Conversation: Life Insurance

Description: Discussion of audit trends and compliance changes, affecting the life insurance industry.

Date & Time: Tuesday, March 29, 2022, 10:45 – 11:45 am

Speakers:

• James Ouellette, Director, Banking, Insurance & Capital Markets
• Tony McDowell, American Equity Invest Life Insurance Company

Why Unclaimed Property Matters to Management

Description: Take a trip down the road to unclaimed property compliance. Learn how to identify key stakeholders, communicate the importance of unclaimed property to your company's financial statements and SOX compliance, and gain management buy-in and continued support.

Date & Time: Wednesday, March 30, 2022, 9:15 – 10 :15 am

Speakers:

• Alex DeFruscio, Managing Consultant, Banking, Insurance & Capital Markets
• Gwen Lawhorn, DuCharme, McMillen & Associates Inc.

Guidehouse Attendees:

Kenny Lee, Managing Consultant, Financial Services