Unclaimed Property

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Q.  I am wondering what is common best practice out there when it comes to which group owns the unclaimed property escheatment process. Currently, this responsibility lies within our General… Read More
Q. California's dormancy period is three years; however, the funds we need to escheat belong to other states. My question is, when filing a holder report do we use the 3 years for CA or that… Read More
Q. I have been thinking about the current way we issue 1099s/unclaimed property and wanted to ensure we were correct as we have recently acquired additional companies that handle processes… Read More

Course Description

The Order-to-Cash Solution Consultant Certificate Program (AOCSC) trains vendors to speak the langauge of their clients in the order-to-cash space. The program covers all areas

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Course Description

The course covers AR fundamentals, best practices and regulatory compliance, all of which are necessary to understand the business needs tof those who work in the accounts

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Course Description

Managing cross-functionally brings a unique set of leadership challenges. This course highlights best practices from organizations that have aligned O2C, sharing actionable

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Course Description

While every organization has an O2C process (fulfillment of orders, assignment of credit lines, applying cash received and collecting invoices that are past due), most are

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TruePartners Consulting, unclaimed property specialists, has advised that the Delaware Secretary of State’s office recently posted an online statement that new rounds of invitations will go out to… Read More
Q. We have hundreds of land holders that we make royalty payments to each quarter. Over the years, some have passed away yet we continue to issue checks to the holders, but they are never cashed. We… Read More
Q. Is there a website that lists all the states' dormancy periods, filing dates, etc? I need an unclaimed property website. A. We found some materials that we hope will be helpful to you. First,… Read More

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