Quarterly Chapter Meeting

Quarterly Chapter Meeting

Blue Bell Country Club

Click here for directions to BCC

Cost: $45.00 for Members - $55.00 for Non-members

SEPA Presents:

Unclaimed Property Reporting:

What you need to know!

Presented by: Scott Regan and Jonathan Dorby.

What is unclaimed property?  Does your company have checks that have not been cashed?  Do you know what to do with them?  What are some of the unclaimed property myths?  Why should you be concerned about compliance?  Where do you need to report?  What are your essential responsibilities?  How do you become compliant? 

Join us as experts from Keane Unclaimed Property answer these and many other questions.

Scott Regan is Senior Vice President at Keane responsible for client satisfaction for all of Keane’s escheat compliance and consulting services.  Over Scott’s 8 years at Keane he has developed, tailored, and implement unclaimed compliance programs at hundreds of companies.

Jonathan Dobry serves as a Consultant in the Keane Consulting and Advisory Services Group.  Jonathan brings a unique background to clients having served as an unclaimed property coordinator where he was responsible for performing analysis of unclaimed property liabilities and preparing the various state unclaimed property reports.  Jonathan assists senior project leaders and works closely with clients to identify potential unclaimed property liabilities, to perform unclaimed property risk assessments, and to provide audit and voluntary disclosure assistance.

Chapter Elections

President, Treasurer, and Secretary

Job Descriptions are posted on the Officers page of the SEPA website

To make nominations, please contact Jane McHugh at nominations@sepaapa.org

Please remember that if your membership is due for renewal, you must first renew your membership online before you will be able to register at the member rate.  Membership renewal is located in the Membership section of the SEPA website.

Registration for this event will close as of November 3, 2014 or earlier if registration reaches room capacity.  Walk-ins cannot be guaranteed a seat and will only be allowed into the event at the chapter's discretion based on available accommodations.

Community Outreach

WMMR’s Preston and Steve’s Camp Out for Hunger

Non-perishable food collection to benefit Philabundance right here in the Delaware Valley.

Not sure what to bring?  Here are some suggestions:

·         Canned/Shelf-stable tuna or chicken

·         Macaroni and Cheese

·         Canned Pasta

·         Canned Beef Stew

·         Canned Chili

·         Creamy Peanut Butter

·         Jelly

·         Canned fruits and/or vegetables

·         Breakfast Cereal and Hot Cereal

Thank you for your support!