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Streamlining unclaimed property and credit balance management

September 14, 2021 @ 12:00 pm - 1:00 pm EDT

Crowe CPE Webinars

Participants of the live webinar will be eligible for 1 free CPE credit.

Location: Webinar
Start date: 9/14/2021 12:00 PM
End date: 9/14/2021 1:00 PM
Industries: Healthcare
Register now

Unclaimed property and poor credit balance management can lead to significant financial exposure that can compound over many years. When was your organization’s last unclaimed property checkup? With many state budgets struggling in the wake of COVID-19 and third-party audit contractors hungry for a finder’s fees from unclaimed property, it is critical to get this compliance function right. Unclaimed property requirements are getting more complicated on a state-by-state basis, and record retention periods of 15 years or more are becoming more common. Is your organization managing risk effectively?

This webinar will examine the effectiveness of unclaimed property and credit balance management techniques and how leading organizations are complying with requirements and benefiting from data to drive efficiencies. After participating in this webinar, you will be able to:

  • Compare your organization’s practices with industry-leading practices to determine your unclaimed property risk
  • Recognize compliance challenges on a state-by-state basis and manage them effectively
  • Identify and rectify gaps in your team’s skills and pinpoint available resources to bridge the knowledge gap

Take a proactive approach as states get more aggressive in pursuing unclaimed property and compliance with credit balance management. When auditors and regulators come knocking, the demand for your staff’s time and the risks of penalties and interest are real. Be ready.

Continuing education

Prerequisites: None
Program level: Basic
Advanced preparation: None
Instructional delivery method: Webinar (group internet based)
Field of study: Specialized knowledge

This session is recommended for 1.0 CPE credit in specialized knowledge

Additional CPE information

There is no registration fee for participating in this webinar; therefore, there is no cancellation fee.

Note: All participants MUST be logged into the webinar INDIVIDUALLY to receive CPE credit. CPE credit will only be granted in the name of the individual logged into the presentation. Crowe LLP is unable to grant CPE credit for groups viewing the webinar.


Ryan Hartman
Melinda Hohler

Who should attend

Tax directors, vice presidents, executives overseeing revenue, patient accounting directors, credit managers, and accounts receivable personnel

Additional information

For additional information please contact Reese Henderson.

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