All time are central time unless noted.
This is a Web-based, group training event. If you wish to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.
Objective
Basic level refresher course to develop or enhance a working knowledge of the NY Advertising features and functions of the StoneRiver TRACKER Unclaimed Property System. The course is two hours.
Agenda
- Basics of TRACKER
- Holder Information
- Data Validation
- Maintaining Owner Records
- Compress/Repair
- Internal Reporting - Preview
- New York Advertising
- Overview of Holder Classification, Scheduling and Other Requirements
- Overview of New York Advertising methods and property requirements
- Holder Information accuracy – Filing Year, Holder Classification
- Creating Advertising Files(s) to be submitted to publication(s)
- Property Type Code Selection
- Allocating Costs to advertised owner records, according to method
- Utility Companies are not allowed to apply advertisement costs
Intended Audience
Personnel responsible for generating NY Advertising files for their company. No prerequisites, basic knowledge of the TRACKER Unclaimed Property System required.
Estimated CPE Credit
2 credit hours
Tuition
$200.00