Unclaimed Property Master Class

Course type: Self-study | On-demand

Registration fee: $360 per learner

IOFM CEUs available: 3

Estimated learning hours: 3-4

Technology Requirements: Most updated version of Google Chrome, a desktop/laptop computer with a strong Internet connection

Course description: This Master Class reviews the foundational basics of Unclaimed Property, including the why, what, where and when organizations must file reports. It also covers best practices for compliance and an in-depth review of the enforcement process.

Enrollment includes: Your purchase includes a 3-hour webinar class recording and three attempts at the final exam. Enrollment expires one year from date of purchase. 

On-demand class registration is open!

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Member discounts apply. Make sure that you are logged in before completing your registration in order to get your member pricing. 

Course instructor:

Jim Sadik - Principal, Baker Tilly

Jim has more than 36 years of experience in all aspects of unclaimed property compliance and enforcement. Throughout his lengthy career, both as a former state contract auditor and now as a holder advocate, Jim has focused on helping clients find practical solutions to many complex unclaimed property audit and reporting issues, impacting holders in many industries. Jim currently specializes in the defense of publicly traded companies that are subject to multi-state unclaimed securities audits, audit defense of registered broker/dealers and banks, along with representing holders in a variety of industries including health and property/casualty insurers, retailers & restaurants, manufacturers, gaming & gambling organizations, holders of financial deposits and investment assets, and energy exploration companies.

Continuing education credits available!

 Continuing Education for IOFM Certification

Receive 3 CEUs toward maintaining a certification with IOFM! IOFM's premier certification programs are designed to establish standards for the industry and recognize financial operations professionals who, by possessing related work experience and passing a comprehensive exam, have met stringent requirements for mastering the body of knowledge in their profession. Additional rules may apply, depending on your certification. See full guidelines here.