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Presentations Made at the
2003 NAST & NAUPA Annual Conference [presentations that
are available online are highlighted with a blue hyperlink]
| Monday,
September 8th |
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9:30 a.m. – 10:15 a.m.
International
Center North
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Plenary Session One
"Common
Interests"
Moderator: Hon. W. Daniel Ebersole, Georgia State
Treasurer
Speaker:
G. Kennedy Thompson, Chairman, CEO and President, Wachovia
[Presentation remarks reprinted with permission of
Wachovia Corporation]
|
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10:15 a.m. – 11:00 a.m.
International Center North
|
Plenary Session Two
"Enhancing Corporate Governance at Freddie Mac"
Moderator: Hon. Denise Nappier, Connecticut State
Treasurer
Speaker:
Paul
T. Peterson,
Executive Vice President & COO, Freddie Mac
|
|
11:00 a.m. – Noon
International
Center North
|
Plenary Session Three
A Conversation with the MSRB Leadership
Moderator: Hon.
Jody Wagner, Virginia State
Treasurer
Speakers:
Hill A. Feinberg, Chairman and Chief Executive
Officer, First Southwest Company
William J. Jester, Jr., Managing Director, UBS Financial
Services Inc.
|
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1:30 p.m. – 2:30 p.m.
International
Center South
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Plenary
Session Four
Treasurers
Innovations Roundtable
The nation's state treasurers exchange information about the
newest and most innovative initiatives undertaken in their states
to enhance operations and provide better service to their
constituents.
Moderator:
Hon. Tim Berry, Indiana State Treasurer
|
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2:30 p.m. – 3:30 p.m.
International
Center South
|
Plenary Session Five
NAST Foundation Showcase for Financial Education
As the financial leader in
their states, treasurers have been providing personal finance
education to their citizens for years.
During the showcase, treasurers will discuss the goals and
impact of these programs and will share their insight into the
implementation of these innovative programs.
Moderator: Hon. Brian Krolicki, Nevada State Treasurer
Speakers:
Hon. Judy Barr Topinka, Illinois State Treasurer
Hon. John Perdue, West Virginia State Treasurer
Hon.
Denise Nappier, Connecticut State Treasurer
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| Tuesday,
September 9th |
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9:30 a.m. – 10:15 a.m.
International Center North
|
Plenary
Session Six
“Ensuring A Healthy National Business Environment”
Moderator:
Hon. Cynthia Lummis, Wyoming State Treasurer
Speaker: Jerry
A. Grundhofer, Chairman, President & CEO, US Bancorp
|
|
10:15 a.m. – 10:45 a.m.
International
Center North
|
Plenary
Session Seven
Unclaimed Pensions, ERISA, and Clymer v. Summit Bancorp
This session will discuss the
latest developments in this federal arena and explore other recent
precedent-setting legal cases.
Moderator: Hon. Dale McCormick, Maine State Treasurer
Speakers:
Hon. Anthony Calhoun, District of Columbia Treasurer
David
Epstein, Special Consultant, ACS State and Local Solutions –
Unclaimed Property Clearinghouse
|
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10:45 a.m. – Noon
International
Center South
|
NAUPA Annual Meeting &
NAST Unclaimed Property Committee
Presiding:
Hon. Dale McCormick, NAUPA President & Maine State
Treasurer
Hon. Steve Adams, Tennessee State Treasurer
Hon. John Perdue,
West Virginia State Treasurer
Guest Speaker:
Lynden Lyman, Managing
Director, ACS State and Local Solutions – Unclaimed Property
Clearinghouse
Click
here to view NAUPA Special Member Sentiment approved during the NAUPA
Annual Meeting.
|
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| Wednesday,
September 10th |
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9:45 - 10:45 a.m.
International Center North
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Plenary Session Eight
Trends in Unclaimed Property
Changes and enhancements to unclaimed property laws continue to
evolve as states attempt to improve the ultimate consumer
protection statutes. This
session will explore recent state legislative activity, emerging
trends, and state-by-state statistical data.
An
analysis of the landmark legal case Delaware v. New York will also
be included.
Moderator: Hon. Dale McCormick, Maine State
Treasurer
Speakers:
Lynden Lyman, Managing
Director, ACS State and Local Solutions – Unclaimed Property
Clearinghouse
Stephen Larson,
Deputy Treasurer, Iowa State Treasury
Robert
Griffin,
Principal, Audit Services, U.S., LLC
|
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10:45 a.m. – Noon
International Center North
|
Plenary Session Nine
Innovations in Unclaimed Property Outreach
Agency heads and executives will exchange the latest innovative
initiatives undertaken to return unclaimed property to owners in
record numbers.
Moderator:
Vicki Bridgeman, Director of Unclaimed Property, Virginia
Department of Treasury
|
|
1:30 p.m. – 2:30 p.m.
International Center North
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Plenary
Session Ten
Partnering For Progress: Leveraging Business Data and Services in
Unclaimed Property
This session will reveal how states can work with the
private sector to achieve maximum success in their goal of
reporting and returning unclaimed property.
Moderator: Betty
Martin,
Comptroller, Alaska Department of Revenue, Treasury Division
Speakers:
John K. Greaney,
Leader of Government Services, Dunn & Bradstreet
Joe Carvalhido,
President, Xcitek
Tina Foehlinger,
Marketing Director, ReferenceUSA
Maureen Ferrari,
Manager, Pennsylvania State Treasury
|
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2:30 p.m. – 3:30 p.m.
International
Center North
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Plenary Session Eleven
Gift Instrument Challenges
This session will review the challenges facing unclaimed
property programs regarding gift instrument reporting.
Moderator:
George
Tamayo,
Division Manager, Office of Texas Comptroller of Public Accounts
Speakers:
Suzanne Darling,
Vice
President of Strategic Initiatives, ACS State and Local Solutions
– Unclaimed Property Clearinghouse
|
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3:30 p.m. - 4:30 p.m.
International
Center North
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Plenary
Session Twelve
Increasing Accuracy and Efficiency in Unclaimed Property
Administration
Learn the newest trends and innovative techniques that states
are utilizing to increase their level of service to their
constituents while making the process more effective, efficient
and cost effective.
Moderator:
Beth Chapman, Director of Unclaimed Property, Tennessee
State Treasury
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Lake View From
The Broadmoor
Mountain View From The Broadmoor
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