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Unclaimed property holder education

The Department has several types of workshops and videos designed to help your organization report unclaimed property. Each workshop covers the history of unclaimed property, purpose and benefits of the act, preparing and filing your report, and navigating our website.

Workshops are eligible for 1 or more free CPE credits for attendees. 

General businesses

This free workshop provides reporting basics for businesses new to unclaimed property or anyone who would like to refresh their knowledge of this specialized area.

Date/time Location Register
March 12, 2025, Weds.
1:00 PM to 3:00 PM PT		 Zoom Register
April 23, 2025, Weds.
1:00 PM to 3:00 PM PT		 Zoom Register
May 15, 2025, Thurs.
1:00 PM to 3:00 PM PT		 Zoom Register
June 11, 2025, Weds.
1:00 PM to 3:00 PM PT		 Zoom Register
July 10, 2025, Thurs.
9:00 AM to 11:00 AM PT 		 Zoom Register
August 13, 2025, Weds.
1:00 PM to 3:00 PM PT  		 Zoom Register
Sept. 10, 2025, Weds.
9:00 AM to 11:00 AM PT		 Zoom Register
Oct. 8, 2025, Weds.
1:00 PM to 3:00 PM PT		 Zoom Register

 

Government agencies

This free workshop covers subjects unique to government agencies. State, county, city, and quasi-municipal organizations are encouraged to attend.

Date/time Location Register
March 12, 2025, Weds.
9:00 AM to 12:00 PM PT		 Zoom Register
April 24, 2025, Thurs.
9:00 AM to 12:00 PM PT		 Zoom Register
May 14, 2025, Weds.
1:00 PM to 4:00 PM PT		 Zoom Register
June 12, 2025, Thurs.
9:00 AM to 12:00 PM PT		 Zoom Register
July 10, 2025, Thurs.
1:00 PM to 4:00 PM PT 		 Zoom Register
August 14, 2025, Thurs.
9:00 AM to 12:00 PM PT 		 Zoom Register
Sept. 11, 2025, Thurs.
9:00 AM to 12:00 PM PT		 Zoom Register
Oct. 8, 2025, Weds.
9:00 AM to 12:00 PM PT		 Zoom Register

 

Financial organizations

This free workshop covers subjects unique to financial organizations.

Date/time Location Register
March 13, 2025, Thurs.
1:00 PM to 4:00 PM PT		 Zoom Register
April 24, 2025, Thurs.
1:00 PM to 4:00 PM PT		 Zoom Register
May 15, 2025, Thurs.
9:00 AM to 12:00 PM PT		 Zoom Register
June 12, 2025, Thurs.
1:00 PM to 4:00 PM PT		 Zoom Register
July 9, 2025, Weds.
1:00 PM to 4:00 PM PT 		 Zoom Register
August 14, 2025, Thurs.
1:00 PM to 4:00 PM PT 		 Zoom Register
Sept. 11, 2025, Thurs.
1:00 PM to 4:00 PM PT		 Zoom Register
Oct. 9, 2025, Thurs.
1:00 PM to 4:00 PM PT		 Zoom Register
Holder reporting videos

UCP Program

Watch our Unclaimed Property Holder Reporting video series to learn more about the Unclaimed Property laws and your reporting responsibilities. 

How-to videos

These task-specific videos show you how to search and claim property that may belong to you, and how businesses file and pay their unclaimed property report: