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Webinar – Planning for Change: Unclaimed Property Compliance in the Age of the Unknown

By: Cathleen A. Bucholtz Michelle Moloian |

Wednesday, May 6, 2020
2:00 p.m. – 3:00 p.m. ET

The recent COVID-19 pandemic has shown everyone how quickly things can change.  However, even when the unexpected happens, companies are still required to meet their statutory filing deadlines, including their unclaimed property compliance obligations.

Join True Partners for an informative webcast addressing the important questions you need to know for your company.  Our presenters will cover: assessing current processes, developing or improving your company’s contingency strategies, tracking key milestones, risk assessment, reporting, and other considerations companies need to be aware of in the age of the unknown.

Learning Objectives:

  • Understand the key steps to ensure that their organization is prepared for the unknown
  • Know the critical factors to address when developing contingency plans for the unexpected
  • Understand the risks of inadequate planning and steps for unclaimed property compliance during times of uncertainty
  • Know how to plan ahead for missing a deadline, and what to do even if you still miss a deadline


Cathleen Bucholtz, Managing Director & National Practice Leader-Unclaimed Property, True Partners Consulting LLC

Michelle Moloian, Director – Unclaimed Property, True Partners Consulting LLC

CPE Credit Available:

Participants can earn one (1) Continuing Professional Education (CPE) credit.
Program Level: Basic
CPE Credits: 1.0 (SKA)
Prerequisites: None
Delivery Methods: Group Live Internet Based
Advance preparation: None


Any questions? Contact

True Partners Consulting LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: