Learn how to strengthen unclaimed property compliance and confidently manage due diligence letters across multiple states. This on-demand webinar covers unclaimed property reporting requirements, dormancy periods, state-specific mailing windows, owner notification thresholds, audit preparedness, record retention, and NAUPA-compliant reporting. See how Report My UP helps organizations centralize unclaimed property data, automate dormancy calculations, generate compliant due diligence letters, track owner claims, maintain an audit trail, and reduce the risk of penalties, missed deadlines, and multi-state compliance gaps.
Today’s Speakers:
Casey Zieglmeier | Product Owner, Sovos
Casey Zieglmeier is the Product Owner for Unclaimed Property at Sovos, where Casey has spent the past seven years helping clients navigate complex compliance challenges. With a background in client support, Casey brings a deep understanding of customer needs to every product decision. Known for a collaborative and solutions-oriented approach, Casey works closely with cross-functional teams to ensure Sovos’ Unclaimed Property solutions deliver intuitive, reliable, and user-friendly experiences that empower clients to stay ahead of regulatory requirements.
Kelsy Woodson-Dinnel | Marketing Manager, Sovos
Kelsy Woodson-Dinnel is an eCommerce Marketing Manager at Sovos, where she supports digital marketing, customer engagement, and growth initiatives across Sovos’ tax and regulatory reporting solutions. She works closely with product, sales, and marketing teams to help businesses better understand compliance challenges and connect with solutions that simplify complex reporting requirements.
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